TEXAS ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS INC (EIN 237039383) - 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

1969

Principal Officer

DANCHEES INGRAM

Phone

8066878600

Tax Period

2023-11-01 to 2024-10-31

TEXAS ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS INC, founded in 1969, is a small nonprofit in the Community Improvement sector that reported $286K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $273K left a modest 5% surplus.

Mission

EDUCATION OF FINANCIAL AID OFFICERS AT HIGHER EDUCATION COLLEGES AND UNIVERSITIES IN TEXAS.

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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 $3,507

Program Service Revenue $265,937

Investment Income $16,136

Other Revenue $0

TOTAL REVENUE $285,580

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $218,174

Other Expenses $272,570

TOTAL EXPENSES $272,570

Year-over-Year Comparison

	2023	2022	Change
Revenue	$285,580	$366,824	-0.2%
Expenses	$272,570	$362,034	-0.2%
Net Income	$13,010	$4,790	+1.7%

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

N/A

Volunteers

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANCHEES INGRAM	PRESIDENT	3.00	Officer Director	$0	$0	$0
CHANDRA GONZALEZ	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
THOMAS RATLIFF	PRESIDENT EL	2.00	Officer Director	$0	$0	$0
DENISE WELCH	PAST PRESIDE	2.00	Officer Director	$0	$0	$0
BEN MONTECILLO	SECRETARY	2.00	Officer Director	$0	$0	$0
LAWANA HAYNES	TREASURER	2.00	Officer Director	$0	$0	$0
ZARITA BARTON	MEMBER AT LA	1.00	Director	$0	$0	$0
CHANDRA GONZALEZ	MEMBER AT LA	1.00	Director	$0	$0	$0
TONYA RICHARDSON-DEAN	MEMBER AT LA	1.00	Director	$0	$0	$0
VICOTRIA CHEN	MEMBER AT LA	1.00	Director	$0	$0	$0
BRIDGETTE INGRAM	MEMBER AT LA	1.00	Director	$0	$0	$0
MELISSA JONES	MEMBER AT LA	1.00	Director	$0	$0	$0
JOY THOMAS	MEMBER AT LA	1.00	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
2025	No data	No data	No data	No data
2024	$285,580	$272,570	$835,535	$13,010
2023	$366,824	$362,034	$695,322	$4,790
2022	$239,870	$224,963	$708,800	$14,907
2021	$255,827	$135,403	$827,855	$120,424
2019	$232,220	$214,697	$353,827	$17,523
2018	$224,274	$333,701	$336,304	$-109,427

TEXAS ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS INC