TEXAS ACADEMY FAMILY PHYS FOUNDATION (EIN 741475183) - 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

1960

Legal Domicile

Principal Officer

KATHY MCCARTHY

Phone

5123298666

Tax Period

2024-09-01 to 2025-08-31

TEXAS ACADEMY FAMILY PHYS FOUNDATION, founded in 1960, is a small nonprofit that reported $402K in total revenue in fiscal year 2024. Revenue fell 72% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $107K, a strong 27% operating margin.

Mission

PROMOTE FAMILY PRACTICE SPECIALTY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $183,709

Program Service Revenue $0

Investment Income $211,586

Other Revenue $6,704

TOTAL REVENUE $401,999

Expense Breakdown

Grants Paid $224,023

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $224,130

Other Expenses $70,547

TOTAL EXPENSES $294,570

Year-over-Year Comparison

	2024	2023	Change
Revenue	$401,999	$1,443,197	-0.7%
Expenses	$294,570	$255,427	+0.2%
Net Income	$107,429	$1,187,770	-0.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA MARIE SIY MD FAAFP	PRESIDENT	0.30	Officer Director	$0	$0	$0
REBECCA EILEEN HART MD FAAFP	VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
LLOYD VAN WINKLE MD FAAFP	TREASURER	0.30	Officer Director	$0	$0	$0
JUSTIN V BARTOS MD FAAFP	TRUSTEE	0.30	Director	$0	$0	$0
ADRIAN BILLINGS MD PHD FAAFP	TRUSTEE	0.30	Director	$0	$0	$0
EMILY D BRIGGS MD MPH FAAFP	TRUSTEE	0.30	Director	$0	$0	$0
SAMUEL T COLERIDGE DO	TRUSTEE	0.30	Director	$0	$0	$0
DOUGLAS W CURRAN MD FAAFP	TRUSTEE	0.30	Director	$0	$0	$0
BRUCE ALAN ECHOLS MD FAAFP	TRUSTEE	0.30	Director	$0	$0	$0
TRICIA C ELLIOTT MD FAAFP	TRUSTEE	0.30	Director	$0	$0	$0
LEWIS EMORY FOXHALL MD FAAFP	TRUSTEE	0.30	Director	$0	$0	$0
ROLAND GOERTZ MD MBA FAAFP	TRUSTEE	0.30	Director	$0	$0	$0
LESCA C HADLEY MD FAAFP	TRUSTEE	0.30	Director	$0	$0	$0
TERRANCE S HINES MD FAAFP	TRUSTEE	0.30	Director	$0	$0	$0
SHELLEY KOHLLEPPEL MD	TRUSTEE	0.30	Director	$0	$0	$0
KAPARABOYNA ASHOK KUMAR MD FAAFP	TRUSTEE	0.30	Director	$0	$0	$0
CYRUS TIMOTHY LAMBERT MD FAAFP	TRUSTEE	0.30	Director	$0	$0	$0
ERIC TED LEE MD FAAFP	TRUSTEE	0.30	Director	$0	$0	$0
JAVIER D MARGO MD FAAFP	TRUSTEE	0.30	Director	$0	$0	$0
DALE C MOQUIST MD FAAFP	TRUSTEE	0.30	Director	$0	$0	$0
MARY SUZANNE NGUYEN MD FAAFP	TRUSTEE	0.30	Director	$0	$0	$0
DONALD R NINO MD FAAFP	TRUSTEE	0.30	Director	$0	$0	$0
DAVID SCHNEIDER MD FAAFP	TRUSTEE	0.30	Director	$0	$0	$0
PUJA ANIL SEHGAL MD FAAFP	TRUSTEE	0.30	Director	$0	$0	$0
ERICA WILLIAMS SWEGLER MD FAAFP	TRUSTEE	0.30	Director	$0	$0	$0
PAUL SWEGLER	TRUSTEE	0.30	Director	$0	$0	$0
RICHARD A YOUNG MD	TRUSTEE	0.30	Director	$0	$0	$0
SHELLEY FONTAL	STUDENT ADVISOR	0.30	Director	$0	$0	$0
ADAM CLIFFORD MEDONCA MD	RESIDENT ADVISOR	0.30	Director	$0	$0	$0
LANE J AIENA MD FAAFP	EX OFFICIO	0.30	Director	$0	$0	$0
SARAH O ASHITEY MD FAAFP	EX OFFICIO	0.30	Director	$0	$0	$0
LINDSAY K BOTSFORD MD MBA FAAFP	EX OFFICIO	0.30	Director	$0	$0	$0
JESSICA NU GLICK DO	EX OFFICIO	0.30	Director	$0	$0	$0
MADELINE ELISE HAZLE MD	EX OFFICIO	0.30	Director	$0	$0	$0
SHREYA MALLENA	EX OFFICIO	0.30	Director	$0	$0	$0
AMANDA ELISE MOHAMMED-STRAIT MD	EX OFFICIO	0.30	Director	$0	$0	$0
IKEMEFUNA CHARLES OKWUWA MD FAAFP	EX OFFICIO	0.30	Director	$0	$0	$0
SHERRI D ONYIEGO MD PHD FAAFP	EX OFFICIO	0.30	Director	$0	$0	$0
RASHMI RODE MD FAAFP	EX OFFICIO	0.30	Director	$0	$0	$0
KATHY MCCARTHY	CHIEF OPERATING OFFICER	5.00	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	$401,999	$294,570	$4,843,011	$107,429
2024	$1,443,197	$255,427	$4,659,333	$1,187,770
2023	$3,820	$181,973	$3,313,624	$-178,153
2022	$292,290	$161,194	$3,247,746	$131,096
2021	$286,635	$138,065	$3,435,615	$148,570
2020	$228,423	$128,941	$3,224,085	$99,482

TEXAS ACADEMY FAMILY PHYS FOUNDATION