AUSTIN TEXAS CHAPTER OF HIMSS

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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

2004

Legal Domicile

Principal Officer

DOUG CALDWELL

Phone

5126574525

Tax Period

2019-07-01 to 2020-06-30

AUSTIN TEXAS CHAPTER OF HIMSS, founded in 2004, is a micro nonprofit in the Community Improvement sector that reported $19K in total revenue in fiscal year 2019. Revenue fell 93% from the prior year — a significant decline worth monitoring. Expenses of $46K exceeded revenue, resulting in a 149% operating deficit.

Mission

THE AUSTIN HIMSS CHAPTER REPRESENTS PROFESSIONALS IN HEALTHCARE WITHIN THEIR REGIONALLY ASSIGNED TERRITORIES AND PROMOTES IMPROVED UNDERSTANDING OF THE EXISTING PRINCIPLES OF HEALTHCARE INFORMATION AND MANAGEMENT SYSTEMS.

Program Service Accomplishments

Program 1

THE CHAPTER, WITH ASSISTANCE FROM OTHER TEXAS CHAPTERS, HOSTS AN ANNUAL REGIONAL EDUCATION CONFERENCE FOR HIMSS MEMBERS. DUE TO COVID-19, THE ANNUAL MEETING WAS CANCELLED THIS YEAR.

Program 2

THE CHAPTER HOSTS A MONTHLY LUNCHEON FOR MEMBERS WITH EDUCATIONAL PRESENTATIONS AND NETWORKING OPPORTUNITIES.

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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 (2019)

Revenue Breakdown

Contributions & Grants $4,656

Program Service Revenue $14,002

Investment Income $0

Other Revenue $0

TOTAL REVENUE $18,658

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $46,381

TOTAL EXPENSES $46,381

Year-over-Year Comparison

	2019	2018	Change
Revenue	$18,658	$260,374	-0.9%
Expenses	$46,381	$262,698	-0.8%
Net Income	$-27,723	$-2,324	+10.9%

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
MARSHA GILBERT	VP-COMMUNICATIONS	2.00	Officer	$0	$0	$0
KATHRYN SMATHERS	SECRETARY	2.00	Officer	$0	$0	$0
SHANNON VOGEL	VP-SPONSORS	2.00	Officer	$0	$0	$0
ERICA WILLIAMS	VP-ADVOCACY	2.00	Officer	$0	$0	$0
SHANNON FREIERMUTH	VP-SOCIAL MEDIA	2.00	Officer	$0	$0	$0
KRISTIN NORTON	VP-PROGRAMS	2.00	Officer	$0	$0	$0
ELSIE GORI	PAST PRESIDENT	2.00	Officer	$0	$0	$0
DOUG CALDWELL	PRESIDENT	2.00	Officer	$0	$0	$0
JEFF NORDYKE	TREASURER	2.00	Officer	$0	$0	$0
COLIN THOM	VP-SOCIAL PLANNING	2.00	Officer	$0	$0	$0
SARA CHURCHILL LLAMAS	PRESIDENT-ELECT	2.00	Officer	$0	$0	$0
CATHERINE KING	VP-MEMBERSHIP	2.00	Officer	$0	$0	$0
NATALIE CUGINE	VP-STUDENT LIASON	2.00	Officer	$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
2020	$18,658	$46,381	$74,728	$-27,723
2019	$260,374	$262,698	$102,451	$-2,324