Institute for Spirituality and Health at the Texas Medical Center (EIN 741246255) - 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

1955

Legal Domicile

Principal Officer

Stuart Nelson

Phone

7137970600

Tax Period

2023-07-01 to 2024-06-30

Institute for Spirituality and Health at the Texas Medical Center, founded in 1955, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 59% from the prior year, signaling strong growth momentum. Expenses of $2.1M exceeded revenue, resulting in a 76% operating deficit.

Mission

To enhance well-being by exploring the relationship between spirituality and health.

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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 (2023)

Revenue Breakdown

Contributions & Grants $791,100

Program Service Revenue $82,497

Investment Income $83,410

Other Revenue $239,043

TOTAL REVENUE $1,196,050

Expense Breakdown

Grants Paid $0

Salaries & Benefits $953,542

Fundraising Expenses $86,809

Program Expenses $1,734,114

Other Expenses $1,116,115

TOTAL EXPENSES $2,099,657

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,196,050	$752,005	+0.6%
Expenses	$2,099,657	$1,730,673	+0.2%
Net Income	$-903,607	$-978,668	-0.1%

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

$188,431

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
George Anderson	Chair	1.00	Officer Director	$0	$0	$0
Gaelyn Godwin	Co-Vice Chair	1.00	Officer Director	$0	$0	$0
Hope Lipnick	Co-Vice Chair	1.00	Officer Director	$0	$0	$0
Mary Katharine Roff	Co-Vice Chair	1.00	Officer Director	$0	$0	$0
Temple Webber III	Secretary	1.00	Officer Director	$0	$0	$0
W Russell Harp	Treasurer	1.00	Officer Director	$0	$0	$0
Claire Blanton PhD	Trustee	1.00	Director	$0	$0	$0
Kelly Brassil PhD RN	Trustee	1.00	Director	$0	$0	$0
Kelli Cohen-Fein MD	Trustee	1.00	Director	$0	$0	$0
Marvin Delgado-Guay MD	Trustee	1.00	Director	$0	$0	$0
Basem Hamid MD	Trustee	1.00	Director	$0	$0	$0
Rev Jeff McDonald DMin	Trustee	1.00	Director	$0	$0	$0
Sarath Menon PhD	Trustee	1.00	Director	$0	$0	$0
Charles Millikan DMin	Trustee	1.00	Director	$0	$0	$0
Angela Nunnery MD	Trustee	1.00	Director	$0	$0	$0
Kirti Saxena MD	Trustee	1.00	Director	$0	$0	$0
John Scales	Trustee	1.00	Director	$0	$0	$0
Sonya Sloan MD	Trustee	1.00	Director	$0	$0	$0
Stuart Nelson	President & CEO	40.00	Officer	$176,226	$12,205	$188,431
Jeff Sokoloff	VP of Operations	40.00	Highest	$107,856	$19,831	$127,687

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	$1,196,050	$2,099,657	$2,310,323	$-903,607
2023	$752,005	$1,730,673	$3,209,741	$-978,668
2022	$4,338,586	$1,359,469	$4,180,216	$2,979,117
2021	$1,421,876	$868,130	$1,319,102	$553,746
2020	$924,479	$809,248	$685,719	$115,231
2019	$1,100,365	$1,239,485	$615,555	$-139,120
2018	$1,233,083	$1,134,309	$654,061	$98,774

Institute for Spirituality and Health at the Texas Medical Center