Bay Area Houston Advanced Technology Consortium (EIN 273305991) - 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

2010

Legal Domicile

Principal Officer

C K Morris

Phone

8325363255

Tax Period

2023-01-01 to 2023-12-31

Bay Area Houston Advanced Technology Consortium, founded in 2010, is a small nonprofit in the Community Improvement sector that reported $294K in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring.

Mission

Promoting and coordinating advanced technology programs and activities and facilitating public/private partnerships with governmental agencies.

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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 $269,052

Program Service Revenue $24,893

Investment Income $0

Other Revenue $0

TOTAL REVENUE $293,945

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $290,948

Other Expenses $306,497

TOTAL EXPENSES $306,497

Year-over-Year Comparison

	2023	2022	Change
Revenue	$293,945	$391,426	-0.2%
Expenses	$306,497	$396,447	-0.2%
Net Income	$-12,552	$-5,021	+1.5%

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
Joe Barlow	Director	0.50	Director	$0	$0	$0
David Cazes	Director	0.50	Director	$0	$0	$0
James Lewis	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	No data	No data	No data	No data
2023	$293,945	$306,497	$17,931	$-12,552
2022	$391,426	$396,447	No data	$-5,021
2021	$171,927	$164,662	$28,704	$7,265
2020	$43,822	$63,020	$29,371	$-19,198
2019	$489,172	$492,272	$45,779	$-3,100
2018	$633,897	$635,193	$109,034	$-1,296

Bay Area Houston Advanced Technology Consortium