TEXAS ASSOCIATION OF BENEFIT ADMINISTRATORS (EIN 742586875) - 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

1991

Legal Domicile

Principal Officer

LIZ WILLIAMS

Phone

5128738195

Tax Period

2024-01-01 to 2024-12-31

TEXAS ASSOCIATION OF BENEFIT ADMINISTRATORS, founded in 1991, is a small nonprofit that reported $238K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $49K, a strong 20% operating margin.

Mission

PROVIDING INFORMATION AND EDUCATION.

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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 $65,248

Program Service Revenue $171,865

Investment Income $377

Other Revenue $580

TOTAL REVENUE $238,070

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $8,372

Program Expenses $127,138

Other Expenses $189,356

TOTAL EXPENSES $189,356

Year-over-Year Comparison

	2024	2023	Change
Revenue	$238,070	$212,558	+0.1%
Expenses	$189,356	$198,822	0.0%
Net Income	$48,714	$13,736	+2.5%

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
JAY MCILRAITH	DIRECTOR	2.00	Director	$0	$0	$0
CAROL ADAMS	DIRECTOR	2.00	Director	$0	$0	$0
CINDY KLEIN	DIRECTOR	2.00	Director	$0	$0	$0
KRIS ENCINO	DIRECTOR	2.00	Director	$0	$0	$0
GRACE DISHAW	DIRECTOR	2.00	Director	$0	$0	$0
STACEY MINTON	PRESIDENT	2.00	Officer	$0	$0	$0
ERIC SCHULMAN	SECRETARY/TREASURER	2.00	Officer	$0	$0	$0
KRIS VIRGIN	VICE PRESIDENT	2.00	Officer	$0	$0	$0
LIZ WILLIAMS	EXECUTIVE DIRECTOR	6.00	Officer	$0	$0	$0
SCOTT BAKER	FORMER PRESIDENT	2.00		$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	$238,070	$189,356	$126,167	$48,714
2023	$212,558	$198,822	$121,828	$13,736
2022	$212,676	$181,892	$109,064	$30,784
2021	$122,254	$132,021	$78,280	$-9,767
2020	$108,197	$95,811	$88,047	$12,386
2019	$148,614	$157,397	$75,661	$-8,783
2018	$213,373	$167,570	$84,444	$45,803

TEXAS ASSOCIATION OF BENEFIT ADMINISTRATORS