THE HOUSTON FOUNDATION

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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

1949

Legal Domicile

Principal Officer

BRADLEY S CROSSLEY CPA

Phone

8884501956

Tax Period

2025-01-01 to 2025-12-31

THE HOUSTON FOUNDATION, founded in 1949, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $37K in total revenue in fiscal year 2025. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $7K, a strong 19% operating margin.

Mission

TRUST INCOME IS USED TO PROVIDE FINANCIAL SUPPORT FOR CENTRAL UNITED METHODIST CHURCH IN CONCORD, NC.

Program Service Accomplishments

Program 1

Expenses: $25,000

INCOME FROM TRUST INVESTMENTS IS USED TO PROVIDE FINANCIAL SUPPORT FOR CENTRAL UNITED METHODIST CHURCH IN CONCORD, NC.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $36,605

Other Revenue $0

TOTAL REVENUE $36,605

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,000

Other Expenses $4,638

TOTAL EXPENSES $29,638

Year-over-Year Comparison

	2025	2024	Change
Revenue	$36,605	$33,621	+0.1%
Expenses	$29,638	$41,994	-0.3%
Net Income	$6,967	$-8,373	-1.8%

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

N/A

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
N/A	TRUSTEE	1.00		$4,638	$0	$4,638

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	$36,605	$29,638	$958,112	$6,967
2024	$33,621	$41,994	$844,671	$-8,373
2023	$24,615	$32,650	$785,741	$-8,035
2022	$25,343	$11,800	$700,503	$13,543
2021	$29,278	$32,311	$846,043	$-3,033
2020	$23,495	$30,642	$769,309	$-7,147