SOUTHWEST TEXAS REGIONAL ADVISORY COUNCIL (EIN 742896432) - 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

1999

Legal Domicile

Principal Officer

DR RONALD STEWART

Phone

2102335850

Tax Period

2023-09-01 to 2024-08-31

SOUTHWEST TEXAS REGIONAL ADVISORY COUNCIL, founded in 1999, is a mid-sized nonprofit in the Health Care sector that reported $38.3M in total revenue in fiscal year 2023.

Mission

TO REDUCE DEATH/DISABILITY RELATED TO TRAUMA, DISASTER AND ACUTE ILLNESS THROUGH IMPLEMENTATION OF A WELL-PLANNED AND COORDINATED REGIONAL EMERGENCY RESPONSE SYSTEM.

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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 $16,785,381

Program Service Revenue $21,525,722

Investment Income $671

Other Revenue $0

TOTAL REVENUE $38,311,774

Expense Breakdown

Grants Paid $4,945,647

Salaries & Benefits $7,818,531

Fundraising Expenses $0

Program Expenses $35,293,283

Other Expenses $26,385,073

TOTAL EXPENSES $39,149,251

Year-over-Year Comparison

	2023	2022	Change
Revenue	$38,311,774	$38,684,182	0.0%
Expenses	$39,149,251	$36,432,355	+0.1%
Net Income	$-837,477	$2,251,827	-1.4%

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

$373,279

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY NUNEZ MD	TRAUMA DESIG. HOSP AT LARG/SAMMC REP	3.00	Director	$0	$0	$0
AMY ANDERSON	TRAUMA DESIG. RURAL LEVEL IV	3.00	Director	$0	$0	$0
DAVID JUNG	RURAL EMS	3.00	Director	$0	$0	$0
ASST CHIEF MARK MONTGOMERY	SUBURBAN EMS	3.00	Director	$0	$0	$0
LT JOSH BAKER	AT-LARGE EMS	3.00	Director	$0	$0	$0
JOE FLORES	AIR MEDICAL PROVIDER	3.00	Director	$0	$0	$0
EMILY KIDD MD	ACADIAN AMBULANCE REP	3.00	Director	$0	$0	$0
JEANNIE BERRY	CHRISTUS SANTA ROSA REP	3.00	Director	$0	$0	$0
COL WYLAN PETERSON MD	SAMMC/BAMC REP	3.00	Director	$0	$0	$0
CHIEF RAMON CASANOVA	SA FD/EMS REP	3.00	Director	$0	$0	$0
LENI KIRKMAN	UNIVERSITY HEALTH REP	3.00	Director	$0	$0	$0
DAVID MIRAMONTES MD	UTH OFFICE OF THE MEDICAL DIRECTOR REP	3.00	Director	$0	$0	$0
JON TURTON	TEXAS VISTA MEDICAL CENTER REP	3.00	Director	$0	$0	$0
RONALD STEWART MD	CHAIR	3.00	Officer Director	$0	$0	$0
BRIAN EASTRIDGE MD	VICE CHAIR	3.00	Officer Director	$0	$0	$0
BILL WAECHTER	TREASURER/BAPTIST REP	3.00	Officer Director	$0	$0	$0
CHILLON MONTGOMERY	SECRETARY/METHODIST REP	3.00	Officer Director	$0	$0	$0
DAVID ERIC EPLEY	EXECUTIVE DIRECTOR	40.00	Officer	$342,466	$30,813	$373,279
MICHELLE JONES	CHIEF OF STAFF	40.00	Highest	$207,827	$17,735	$225,562
WILLIAM MEADE	CHIEF OPERATIONS OFFICER	40.00	Highest	$183,479	$22,837	$206,316
RYAN AHLFORS	DIVISION DIRECTOR	40.00	Highest	$172,895	$16,277	$189,172
JORDAN GHAWI	CHIEF OF STRATEGIC INITIATIVES	40.00	Highest	$198,661	$13,946	$212,607

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	$38,311,774	$39,149,251	$22,662,545	$-837,477
2023	$38,684,182	$36,432,355	$20,460,730	$2,251,827
2022	$29,707,666	$29,560,174	$15,224,516	$147,492
2021	$34,120,331	$33,959,010	$14,124,309	$161,321
2020	$23,191,910	$23,997,632	$13,944,940	$-805,722
2019	$16,838,211	$15,618,797	$10,463,723	$1,219,414
2018	$23,476,708	$20,740,250	$12,352,478	$2,736,458

SOUTHWEST TEXAS REGIONAL ADVISORY COUNCIL