Educational Foundation of the Sout… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

mark biscone

Phone

2679787495

Tax Period

2023-01-01 to 2023-12-31

Educational Foundation of the Southeast Texas Chapter Inc, founded in 2012, is a small nonprofit in the Education sector that reported $475K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $436K left a modest 8% surplus.

Mission

THE ORGANIZATION PROVIDES CONTINUING PROFESSIONAL EDUCATION, SCHOLARSHIPS, VALUES, ETHICS AND STANDARDS TO ASSIST HEALTHCARE EXECUTIVES WITH IMPROVING THE HEALTH STATUS IN OUR SOCIETY.

Program Service Accomplishments

Program 1

Expenses: $9,000 Revenue: $21,920

THE ORGANIZATION PROVIDES EDUCATIONAL MEETINGS AND SEMINARS FOR MEMBERS AND RELATED INDUSTRY SECTORS TO ADDRESS TOPICS OF CONCERN IN THE HEALTHCARE INDUSTRY.

Program 2

Expenses: $254,554 Revenue: $230,904

THE ORGANIZATION PROVIDES, IN CONNECTION WITH THE AMERICAN COLLEGE OF HEALTHCARE EXECUTIVES OF THE SOUTHEAST TEXAS CHAPTER, A HEALTHCARE LEADERSHIP CONFERENCE TO EDUCATE INDIVIDUALS IN REGARD TO...

THE ORGANIZATION PROVIDES, IN CONNECTION WITH THE AMERICAN COLLEGE OF HEALTHCARE EXECUTIVES OF THE SOUTHEAST TEXAS CHAPTER, A HEALTHCARE LEADERSHIP CONFERENCE TO EDUCATE INDIVIDUALS IN REGARD TO TOPICS OF CONCERN IN THE HEALTHCARE INDUSTRY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $191,758

Program Service Revenue $252,824

Investment Income $219

Other Revenue $29,923

TOTAL REVENUE $474,724

Expense Breakdown

Grants Paid $9,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $263,554

Other Expenses $427,070

TOTAL EXPENSES $436,070

Year-over-Year Comparison

	2023	2022	Change
Revenue	$474,724	$425,444	+0.1%
Expenses	$436,070	$412,105	+0.1%
Net Income	$38,654	$13,339	+1.9%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$137,774

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK BISCONE	EXECUTIVE DIRECTOR	40.0	Director	$137,774	$0	$137,774
ANNE-CLAIRE FRANCE	DIRECTOR	0.5	Director	$0	$0	$0
ED TUCKER	DIRECTOR	0.5	Director	$0	$0	$0
DON WAGNER	DIRECTOR	0.5	Director	$0	$0	$0
JEANNA BAMBURG	DIRECTOR	0.5	Director	$0	$0	$0
TODD CALIVA	BOARD CHAIR	0.5	Officer	$0	$0	$0
MARK PHELPS	TREASURER	0.5	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
2024	No data	No data	No data	No data
2023	$474,724	$436,070	$204,655	$38,654
2022	$425,444	$412,105	$166,001	$13,339
2021	$401,754	$305,290	$182,120	$96,464
2020	$133,722	$152,365	$182,048	$-18,643
2019	$320,281	$322,973	$89,841	$-2,692
2018	$252,509	$268,770	$92,532	$-16,261

Educational Foundation of the Southeast Texas Chapter Inc