HEART OF TEXAS BUILDERS ASSOCIATION

EIN: 741554747

WACO, TX

Total Revenue
$330,305
Total Expenses
$340,180
Total Assets
$241,226
Net Assets
$133,735
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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

Principal Officer
JERI LYN JONES
Phone
2547768701
Tax Period
2023-01-01 to 2023-12-31

HEART OF TEXAS BUILDERS ASSOCIATION is a small nonprofit that reported $330K in total revenue in fiscal year 2023. Revenue fell 50% from the prior year — a significant decline worth monitoring.

Mission

ENHANCE COMMUNITY IMPROVEMENT AND AWARENESS THROUGH CIVIC PROJECTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $61,975
Program Service Revenue $265,859
Investment Income $1,371
Other Revenue $1,100
TOTAL REVENUE $330,305

Expense Breakdown

Grants Paid $0
Salaries & Benefits $132,625
Fundraising Expenses $0
Program Expenses $186,033
Other Expenses $207,555
TOTAL EXPENSES $340,180

Year-over-Year Comparison

2023 2022 Change
Revenue $330,305 $663,605 -0.5%
Expenses $340,180 $652,672 -0.5%
Net Income $-9,875 $10,933 -1.9%
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

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Governance

Voting Members
31
Independent Members
31
Employees
3
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
1
$0
Total Directors
31
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN ALEXANDER BOARD MEMBER N/A
Director
$0 $0 $0
BRAD ALFORD HOTBA LIFE D N/A
Director
$0 $0 $0
PAULA BARRON-AMBRIZ BOARD MEMBER N/A
Director
$0 $0 $0
JORDAN BARRY TREASURER N/A
Director
$0 $0 $0
JIM BLAND HOTBA LIFE D N/A
Director
$0 $0 $0
SCOTT BLAND FIRST VICE P N/A
Director
$0 $0 $0
LUANNE BUTLER SECOND VICE N/A
Director
$0 $0 $0
WOODY BUTLER HOTBA LIFE D N/A
Director
$0 $0 $0
PAUL CAVEZZA BOARD MEMBER N/A
Director
$0 $0 $0
JASON COOPER PRESIDENT N/A
Director
$0 $0 $0
KEN COOPER HOTBA LIFE D N/A
Director
$0 $0 $0
ML DICKEY NAHB LIFE DI N/A
Director
$0 $0 $0
DAVID DICKSON ADVISORY DIR N/A
Director
$0 $0 $0
PENNY DULOCK TAB LIFE DIR N/A
Director
$0 $0 $0
JUSTIN FLORES BOARDMEMBER N/A
Director
$0 $0 $0
PAT HAMBRICK HOTBA LIFE D N/A
Director
$0 $0 $0
BRYAN HOLTON BOARD MEMBER N/A
Director
$0 $0 $0
JEFF IRWIN STATE DIRECT N/A
Director
$0 $0 $0
NATE LANDRETH BOARDMEMBER N/A
Director
$0 $0 $0
YANCY MARTENEY BOARD MEMBER N/A
Director
$0 $0 $0
RON MCCARTNEY TAB LIFE DIR N/A
Director
$0 $0 $0
LYNDA MINOR BOARD MEMBER N/A
Director
$0 $0 $0
ROY NASH TAB LIFE DIR N/A
Director
$0 $0 $0
JIM PATTERSON BOARD MEMBER N/A
Director
$0 $0 $0
JASON PEAVY STATE DIRECT N/A
Director
$0 $0 $0
PHILLIP PERKINS SECRETARY N/A
Director
$0 $0 $0
ZANE SOMMER BOARD MEMBER N/A
Director
$0 $0 $0
MIKE STONE NATIONAL ALT N/A
Director
$0 $0 $0
JEFF STUBBS TAB LIFE DIR N/A
Director
$0 $0 $0
PATRICIA TAYLOR TAB LIFE DIR N/A
Director
$0 $0 $0
CHRIS VALTIERRA ADVISORY DIR N/A
Director
$0 $0 $0
JERI LYN JONES EXECUTIVE OF 40.00
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
2024 No data No data No data No data
2023 $330,305 $340,180 $241,226 $-9,875
2022 $663,605 $652,672 $208,413 $10,933
2021 $237,633 $267,187 $464,446 $-29,554
2020 $315,329 $321,576 $238,812 $-6,247
2019 $384,241 $374,310 $260,521 $9,931
2018 $360,184 $342,756 $754,946 $17,428
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