THE TEXAS CHAPTER OF THE RISK MANAGEMENT ASSOCIATION (EIN 262921509) - 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

1949

Legal Domicile

Principal Officer

DAVID STEWART

Phone

7133387599

Tax Period

2023-09-01 to 2024-08-31

THE TEXAS CHAPTER OF THE RISK MANAGEMENT ASSOCIATION, founded in 1949, is a small nonprofit that reported $180K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $37K, a strong 21% operating margin.

Mission

THE TEXAS CHAPTER OF RMA IS A MEMBER-DRIVEN PROFESSIONAL ASSOCIATION THAT PROVIDES EDUCATIONAL, NETWORKING AND LEADERSHIP OPPORTUNITIES AND SUPPORT TO OUR LOCAL RMA CHAPTERS AND OUTLYING MEMBERSHIP FOR THE PURPOSE OF ADVANCING THE USE OF SOUND RISK PRINCIPLES IN THE FINANCIAL, EDUCATIONAL, NETWORKING AND LEADERSHIP SUPPORT.

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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 $10,314

Program Service Revenue $161,299

Investment Income $2,631

Other Revenue $5,795

TOTAL REVENUE $180,039

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $140,362

Other Expenses $143,056

TOTAL EXPENSES $143,056

Year-over-Year Comparison

	2023	2022	Change
Revenue	$180,039	$140,855	+0.3%
Expenses	$143,056	$158,924	-0.1%
Net Income	$36,983	$-18,069	-3.0%

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

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
JESSE BAZA	IMMEDIATE PA	0.50	Officer Director	$0	$0	$0
GRAHAM DELUCA	DIRECTOR	0.50	Director	$0	$0	$0
OGADI FIELDS	DIRECTOR	0.50	Director	$0	$0	$0
JOEL FOXWORTH	DIRECTOR	0.50	Director	$0	$0	$0
KELLY GRAHAM	DIRECTOR	0.50	Director	$0	$0	$0
KIMBERLEY HARDEMAN	DIRECTOR	0.50	Director	$0	$0	$0
KYLE HARGER	2ND VICE PRE	1.00	Officer Director	$0	$0	$0
CRYSTAL HUMPHREYS	DIRECTOR	0.50	Director	$0	$0	$0
ROBIN INGARI	DIRECTOR	1.00	Director	$0	$0	$0
BRANNON KROLL	DIRECTOR	0.50	Director	$0	$0	$0
MICHELLE LOWE	SECRETARY	1.00	Officer Director	$0	$0	$0
STEPHANIE LYLES	DIRECTOR	0.50	Director	$0	$0	$0
JOANIE MCFARLAND	1ST VICE PRE	1.00	Officer Director	$0	$0	$0
ROBERT MESSER	DIRECTOR	0.50	Director	$0	$0	$0
LILIANA MIRANDA	PRESIDENT	2.00	Officer Director	$0	$0	$0
CYNTHIA OLSEN	DIRECTOR	0.50	Director	$0	$0	$0
STEVEN PIPES	DIRECTOR	0.50	Director	$0	$0	$0
TONY ROSS	DIRECTOR	0.50	Director	$0	$0	$0
MIKE SHAW	DIRECTOR	0.50	Director	$0	$0	$0
DAVID STEWART	TREASURER	3.00	Officer Director	$0	$0	$0
JEFF TARR	DIRECTOR	0.50	Director	$0	$0	$0
BRENDA TULLAR	DIRECTOR	0.50	Director	$0	$0	$0
MARK WORTHEN	DIRECTOR	0.50	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	$180,039	$143,056	$230,670	$36,983
2023	$140,855	$158,924	$193,687	$-18,069
2022	$51,851	$82,164	$203,726	$-30,313
2021	$33,023	$37,766	$209,220	$-4,743
2020	$128,625	$116,848	$219,060	$11,777
2019	$236,998	$207,658	$206,280	$29,340
2018	$209,153	$194,149	$167,868	$15,004

THE TEXAS CHAPTER OF THE RISK MANAGEMENT ASSOCIATION