TEXAS VALUES (EIN 461135306) - 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

2012

Legal Domicile

Principal Officer

JONATHAN SAENZ

Phone

5124782220

Tax Period

2022-07-01 to 2023-06-30

TEXAS VALUES, founded in 2012, is a community nonprofit in the Civil Rights & Advocacy sector that reported $1.6M in total revenue in fiscal year 2022. Revenue decreased 8% compared to the prior year. Expenses of $1.8M exceeded revenue, resulting in a 15% operating deficit.

Mission

TO PRESERVE AND ADVANCE A CULTURE OF FAMILY VALUES IN THE STATE OF TEXAS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,423,198

Program Service Revenue $145,785

Investment Income $15,834

Other Revenue $-8,196

TOTAL REVENUE $1,576,621

Expense Breakdown

Grants Paid $21,095

Salaries & Benefits $825,404

Fundraising Expenses $55,783

Program Expenses $1,541,023

Other Expenses $970,094

TOTAL EXPENSES $1,816,593

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,576,621	$1,721,682	-0.1%
Expenses	$1,816,593	$1,323,750	+0.4%
Net Income	$-239,972	$397,932	-1.6%

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

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

$219,558

Total Directors

$219,558

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN SAENZ	PRESIDENT	40.00	Officer Director	$150,323	$19,558	$219,558
BRIAN RUSSELL	CHAIR	2.00	Officer Director	$0	$0	$0
KELLY SHACKELFORD	TREASURER	2.00	Officer Director	$0	$0	$0
VINCE PUENTE	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN TAYLOR	DIRECTOR	2.00	Director	$0	$0	$0
ERIC WEISSGARBER	DIRECTOR	2.00	Director	$0	$0	$0
BRYAN ENGLISH	DIRECTOR OF CHURCH AMBASSADOR NETWORK OF TEXAS	40.00	Highest	$120,000	$24,916	$144,916
JEREMY PICKENS	DIRECTOR OF OPERATIONS	40.00	Highest	$112,844	$20,103	$135,103

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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,576,621	$1,816,593	$1,126,916	$-239,972
2022	$1,721,682	$1,323,750	$1,440,181	$397,932
2021	$1,371,428	$1,112,732	$1,042,249	$258,696
2020	$1,012,632	$902,953	$871,153	$109,679
2019	$823,975	$741,872	$673,874	$82,103

TEXAS VALUES