Lone Star Assoc Charitable Clinics (EIN 331115138) - 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

2005

Legal Domicile

Principal Officer

Maureen Sanders

Phone

5125225440

Tax Period

2023-01-01 to 2023-12-31

Lone Star Assoc Charitable Clinics, founded in 2005, is a small nonprofit in the Health Care sector that reported $235K in total revenue in fiscal year 2023. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $290K exceeded revenue, resulting in a 24% operating deficit.

Mission

To enhance the overall ability of Texas Charitable Clinics to provide the highest level of care to the underserved through networking, mentoring, advocacy and education.

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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 $169,094

Program Service Revenue $64,522

Investment Income $1,385

Other Revenue $0

TOTAL REVENUE $235,001

Expense Breakdown

Grants Paid $0

Salaries & Benefits $182,883

Fundraising Expenses $0

Program Expenses $283,234

Other Expenses $107,558

TOTAL EXPENSES $290,441

Year-over-Year Comparison

	2023	2022	Change
Revenue	$235,001	$490,328	-0.5%
Expenses	$290,441	$290,365	+0.0%
Net Income	$-55,440	$199,963	-1.3%

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

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

$90,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joseph Saceric	CEO	40.00	Officer	$90,000	$0	$90,000
Greg Smith	Chairman	1.00	Officer Director	$0	$0	$0
Maureen Sanders	Treasurer	1.00	Officer Director	$0	$0	$0
Aimee Kendall Roundtree	Vice President	1.00	Officer Director	$0	$0	$0
Chelsea Stevens	Secretary	11.00	Officer Director	$0	$0	$0
Janna Gardner	Director	1.00	Director	$0	$0	$0
Kristie Loescher	Director	1.00	Director	$0	$0	$0
Siraj Anwar	Director	1.00	Director	$0	$0	$0
Henry Hermann	Director	1.00	Director	$0	$0	$0
Mary Lee	Director	1.00	Director	$0	$0	$0
Michael Garcia	Director	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
2023	$235,001	$290,441	$220,204	$-55,440
2022	$490,328	$290,365	$269,664	$199,963
2021	$218,210	$233,898	$69,333	$-15,688
2020	$144,235	$278,915	$101,892	$-134,680
2019	$377,005	$228,292	$217,682	$148,713
2018	$170,504	$209,040	$72,136	$-38,536

Lone Star Assoc Charitable Clinics