TEXAS VALUES ACTION (EIN 464665285) - 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

2014

Legal Domicile

Principal Officer

JONATHAN SAENZ

Phone

5124782220

Tax Period

2022-07-01 to 2023-06-30

TEXAS VALUES ACTION, founded in 2014, is a small nonprofit in the Community Improvement sector that reported $199K in total revenue in fiscal year 2022. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $235K exceeded revenue, resulting in a 18% operating deficit.

Mission

TEXAS VALUES ACTION DIRECTLY ADVOCATES FOR FAITH, FAMILY AND FREEDOM IN THE POLITICAL ARENA.

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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 $198,410

Program Service Revenue $0

Investment Income $0

Other Revenue $1,060

TOTAL REVENUE $199,470

Expense Breakdown

Grants Paid $0

Salaries & Benefits $92,878

Fundraising Expenses $8,626

Program Expenses $215,877

Other Expenses $142,408

TOTAL EXPENSES $235,286

Year-over-Year Comparison

	2022	2021	Change
Revenue	$199,470	$261,662	-0.2%
Expenses	$235,286	$198,475	+0.2%
Net Income	$-35,816	$63,187	-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

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

$219,558

Total Directors

$219,558

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN SAENZ	PRESIDENT	5.00	Officer Director	$49,677	$19,558	$219,558
BRIAN RUSSELL	TREASURER	1.00	Officer Director	$0	$0	$0
STEPHEN SMITH	DIRECTOR	1.00	Director	$0	$0	$0
ROGER ELSWICK	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$199,470	$235,286	$258,419	$-35,816
2022	$261,662	$198,475	$282,311	$63,187
2021	$278,288	$236,653	$219,124	$41,635
2020	$194,208	$145,228	$177,489	$48,980
2019	$198,002	$162,894	$128,509	$35,108

TEXAS VALUES ACTION