Texas TRIO Association (EIN 741943514) - 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

1977

Legal Domicile

Phone

8172722633

Tax Period

2023-03-01 to 2024-02-29

Texas TRIO Association, founded in 1977, is a small nonprofit that reported $211K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $196K left a modest 7% surplus.

Mission

Providing workshops and training for college directors and counselors for TRIO programs on educational and legislative changes in federally funded programs and related expenses.

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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 $16,409

Program Service Revenue $194,610

Investment Income $7

Other Revenue $0

TOTAL REVENUE $211,026

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $184,249

Other Expenses $195,822

TOTAL EXPENSES $195,822

Year-over-Year Comparison

	2023	2022	Change
Revenue	$211,026	$252,735	-0.2%
Expenses	$195,822	$259,828	-0.2%
Net Income	$15,204	$-7,093	-3.1%

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

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	Role	Reportable Comp	Other Comp	Total
Fidel Zapata	Past President	Officer Director	$0	$0	$0
Gabriel Zepeda	Secretary	Officer Director	$0	$0	$0
Petra Lopez Vaquera	President Elect	Officer Director	$0	$0	$0
Kim Crockett	Treasurer	Officer Director	$0	$0	$0
Jasper Ross	South Zone Rep	Officer Director	$0	$0	$0
Gayla Herrington	North Zone Rep	Officer Director	$0	$0	$0
Valton Stinson	President	Officer Director	$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	$211,026	$195,822	$153,471	$15,204
2023	$252,735	$259,828	$213,485	$-7,093
2022	$162,421	$196,795	$207,100	$-34,374
2021	$150,668	$46,888	$166,982	$103,780
2020	$218,942	$196,758	$102,320	$22,184

Texas TRIO Association