Texas Business Roundtable (EIN 274578320) - 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

Carol Sims

Phone

5123200474

Tax Period

2023-01-01 to 2023-12-31

Texas Business Roundtable, founded in 2010, is a small nonprofit in the Community Improvement sector that reported $182K in total revenue in fiscal year 2023. The organization ran a surplus of $49K, a strong 27% operating margin.

Mission

Texas Business Roundtable fosters mutual understanding and collaboration between the business community and the legislature on policy questions of vital importance to all Texans.

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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 $0

Program Service Revenue $182,114

Investment Income $240

Other Revenue $0

TOTAL REVENUE $182,354

Expense Breakdown

Grants Paid $0

Salaries & Benefits $66,000

Fundraising Expenses $0

Other Expenses $67,521

TOTAL EXPENSES $133,521

Year-over-Year Comparison

	2023	2022	Change
Revenue	$182,354	$172,589	+0.1%
Expenses	$133,521	$134,564	0.0%
Net Income	$48,833	$38,025	+0.3%

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

$66,000

Total Directors

$66,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carol Sims	Exec Director	5.00	Officer Director	$66,000	$0	$66,000
Hector Rivero	Chairman	5.00	Officer Director	$0	$0	$0
Darren Whitehurst	Director	5.00	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
2023	$182,354	$133,521	$537,292	$48,833

Texas Business Roundtable