HOUSTON EMPLOYER RELIEF ORGANIZATION (EIN 260158800) - 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

2007

Legal Domicile

Principal Officer

Katherine Mears

Phone

7134195583

Tax Period

2023-01-01 to 2023-12-31

HOUSTON EMPLOYER RELIEF ORGANIZATION, founded in 2007, is a micro nonprofit in the Human Services sector that reported $74K in total revenue in fiscal year 2023. Revenue fell 63% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $26K, a strong 35% operating margin.

Mission

To provide financial and emotional support for survivors of City of Houston employee killed while serving the Houston Community

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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 $5,073

Program Service Revenue $0

Investment Income $9,991

Other Revenue $58,582

TOTAL REVENUE $73,646

Expense Breakdown

Grants Paid $40,055

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $40,276

Other Expenses $7,655

TOTAL EXPENSES $47,710

Year-over-Year Comparison

	2023	2022	Change
Revenue	$73,646	$197,695	-0.6%
Expenses	$47,710	$1,200	+38.8%
Net Income	$25,936	$196,495	-0.9%

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
Katherine Mears	BOD Chairperson	1.00	Director	$0	$0	$0
James Donatto II	BOE Vice Chairman	1.00	Director	$0	$0	$0
Jason Venier	BOD Secretary	1.00	Director	$0	$0	$0
Carol Haddock	BOD Member	1.00	Director	$0	$0	$0
Roderick Newman	BOD Member	1.00	Director	$0	$0	$0
Malcom Rene	BOD Member	1.00	Director	$0	$0	$0
Lonnie Vara	BOD Member	1.00	Director	$0	$0	$0
Jane Cheeks	BOD Member NV	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
2024	No data	No data	No data	No data
2023	$73,646	$47,710	$822,578	$25,936
2022	$197,695	$1,200	$795,929	$196,495
2021	$82,481	$18,477	$697,932	$64,004
2020	$31,250	No data	$633,928	No data
2019	$65,733	$12,369	$602,678	$53,364
2018	$93,215	$9,118	$549,345	$84,097

HOUSTON EMPLOYER RELIEF ORGANIZATION