TEXAS ALTERNATIVE INVESTMENTS ASSOCIATION INC

EIN: 470860467 Community Improvement

Dallas, TX

Total Revenue
$163,149
Total Expenses
$131,571
Total Assets
$76,433
Net Assets
$76,433
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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
2002
Legal Domicile
TX
Principal Officer
Ashleigh White
Phone
8176751346
Tax Period
2024-01-01 to 2024-12-31

TEXAS ALTERNATIVE INVESTMENTS ASSOCIATION INC, founded in 2002, is a small nonprofit in the Community Improvement sector that reported $163K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $32K, a strong 19% operating margin.

Mission

The primary objectives of the Texas Alternative Investments Association are to promote the understanding of the alternative investments industry and dialogue between members of the investment community through education and encourage the maintenance of industry standards for growth.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $163,133
Program Service Revenue $0
Investment Income $16
Other Revenue $0
TOTAL REVENUE $163,149

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $131,571
Other Expenses $131,571
TOTAL EXPENSES $131,571

Year-over-Year Comparison

2024 2023 Change
Revenue $163,149 $185,413 -0.1%
Expenses $131,571 $153,168 -0.1%
Net Income $31,578 $32,245 0.0%
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

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Governance

Voting Members
15
Independent Members
15
Employees
N/A
Volunteers
15

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
4
$10,661
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Lynne Alpar Secretary 2
Officer
$10,661 $0 $10,661
Ginette Beecherl Director 2
Director
$0 $0 $0
Mariko Boswell Director 2
Director
$0 $0 $0
Burke McDavid Director 2
Director
$0 $0 $0
Wanda Potts Director 2
Director
$0 $0 $0
Michael Pusateri Director 2
Director
$0 $0 $0
Adam Reed Director 2
Director
$0 $0 $0
Paul Anthony Thomas Director 2
Director
$0 $0 $0
Steven Wilson Director 2
Director
$0 $0 $0
Summer Keith Director 2
Director
$0 $0 $0
Melissa Oberman Director 2
Director
$0 $0 $0
Justin Rodriguez Director 2
Director
$0 $0 $0
Andrew Rosell Chair 2
Officer
$0 $0 $0
Ben Webb Vice Chair 2
Officer
$0 $0 $0
Ashleigh White Treasurer 2
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
2025 No data No data No data No data
2024 $163,149 $131,571 $76,433 $31,578
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