TEXAS OCCUPATIONAL THERAPY ASSOCIATION INC (EIN 237316086) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Phone

8329159238

Tax Period

2024-01-01 to 2024-12-31

TEXAS OCCUPATIONAL THERAPY ASSOCIATION INC, founded in 1973, is a small nonprofit that reported $411K in total revenue in fiscal year 2024. The organization ran a surplus of $64K, a strong 16% operating margin.

Mission

TO ADVANCE AND IMPROVE THE PRACTICE OF OCCUPATIONAL THERAPHY FOR THE BENEFIT OF THE CONSUMERS AS WELL AS TO PROVIDE EDUCATION AND SERVICE TO BOTH THE MEMBERS AND CONSUMERS IN THE AREA OF PROFESSIONAL DEVELOPMENT.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $113,653

Program Service Revenue $283,927

Investment Income $13,625

Other Revenue $0

TOTAL REVENUE $411,205

Expense Breakdown

Grants Paid $530

Salaries & Benefits $136,517

Fundraising Expenses $0

Other Expenses $209,665

TOTAL EXPENSES $346,712

Year-over-Year Comparison

	2024	2023	Change
Revenue	$411,205	$414,993	0.0%
Expenses	$346,712	$352,325	0.0%
Net Income	$64,493	$62,668	+0.0%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

120

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

$70,932

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDITH JOSEPH	EXECUTIVE DIRECTOR	55.00	Key Emp Highest	$70,932	$0	$70,932
JOHN LUNA	PRESIDENT	3.00	Officer Director	$0	$0	$0
JOHN LUNA	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
KEEGAN MCKAY	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
LAURIE STELTER	SECRETARY	3.00	Officer Director	$0	$0	$0
JASON PEREZ	TREASURER	2.00	Officer Director	$0	$0	$0
THELMA OCHOA	DISTRICT CHAIR	2.00	Director	$0	$0	$0
LACEY SPARK	DISTRICT CHAIR	2.00	Director	$0	$0	$0
CHRIS LAYSEK	DISTRICT CHAIR	2.00	Director	$0	$0	$0
CHANAE' JONES	DISTRICT CHAIR	3.00	Director	$0	$0	$0
ANGELA DUELL	DISTRICT CHAIR	2.00	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	$411,205	$346,712	$842,995	$64,493
2023	$414,993	$352,325	$770,227	$62,668
2022	$347,329	$333,702	$692,452	$13,627
2021	$409,922	$345,896	$720,062	$64,026
2020	$240,895	$245,579	$645,929	$-4,684
2019	$462,503	$396,926	$628,117	$65,577
2018	$370,470	$325,499	$548,440	$44,971

TEXAS OCCUPATIONAL THERAPY ASSOCIATION INC