DOWN SYNDROME ASSOCIATION OF SOUTH TEXAS (EIN 030507948) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

BRIAN LOPEZ

Phone

2103494372

Tax Period

2023-01-01 to 2023-12-31

DOWN SYNDROME ASSOCIATION OF SOUTH TEXAS, founded in 2002, is a small nonprofit in the Diseases & Disorders sector that reported $349K in total revenue in fiscal year 2023. Revenue fell 57% from the prior year — a significant decline worth monitoring. Expenses of $439K exceeded revenue, resulting in a 26% operating deficit.

Mission

PROVIDE EMOTIONAL AND EDUCATIONAL SUPPORT FOR INDIVIDUALS AND FAMILIES WITH A MEMBER HAVING DOWNS SYNDROME. RAISE COMMUNITY AWARENESS AND APPRECIATION OF INDIVIDUALS WITH DOWNS SYNDROME. PROVIDE INFORMATION TO LOCAL

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $431,855

Program Service Revenue $0

Investment Income $8,775

Other Revenue $-92,114

TOTAL REVENUE $348,516

Expense Breakdown

Grants Paid $0

Salaries & Benefits $261,450

Fundraising Expenses $0

Program Expenses $258,043

Other Expenses $177,326

TOTAL EXPENSES $438,776

Year-over-Year Comparison

	2023	2022	Change
Revenue	$348,516	$808,825	-0.6%
Expenses	$438,776	$434,948	+0.0%
Net Income	$-90,260	$373,877	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

678

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$82,244

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN LOPEZ	EXECUTIVE DI	40.00	Director	$82,244	$0	$82,244
KIRK MASK	BOD MEMBER	3.00	Officer	$0	$0	$0
MARTY SCHIMCEK	BOD MEMBER	40.00	Officer	$0	$0	$0
STEVE ENDERS	BOD MEMBER	20.00	Director	$0	$0	$0
CHIP SIMMONDS	CHAIRMAN	37.00	Officer	$0	$0	$0
PAM STEPHENS	PROGRAM CHAI	40.00	Officer	$0	$0	$0
SARAH COULOMBE	BOARD GOVERN	40.00	Director	$0	$0	$0
AB CRUZ II	VICE CHAIRMA	18.00	Director	$0	$0	$0
DANIELLE EDWARDS	SECRETARY	18.00	Director	$0	$0	$0
JADE GAREE-DEXTER	BOD MEMBER	30.00	Director	$0	$0	$0
CRISTINA KAZMIERCZAK	SELF ADVOCAT	20.00	Director	$0	$0	$0
CORI MCGHEE	BOD MEMBER	8.00	Director	$0	$0	$0
TONY RIDOUT	BOARD TREASU	40.00	Director	$0	$0	$0
JT TORRES	BOD MEMBER	3.00	Director	$0	$0	$0
JUAN VALENZUELA	BOD MEMBER	15.00	Director	$0	$0	$0
MARY EITNIEAR	FAMILY/CR CH	40.00	Director	$0	$0	$0
JIM LEACH	BOD MEMBER	6.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$348,516	$438,776	$1,518,472	$-90,260
2022	$808,825	$434,948	$1,609,499	$373,877
2021	$560,019	$333,621	$1,235,599	$226,398
2020	$381,542	$311,105	$1,009,201	$70,437
2019	$592,123	$517,769	$938,764	$74,354
2018	$569,738	$401,302	$927,079	$168,436

DOWN SYNDROME ASSOCIATION OF SOUTH TEXAS