TEXAS RETIRED TEACHERS FOUNDATION

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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

2000

Legal Domicile

Principal Officer

TIM LEE

Phone

5124761622

Tax Period

2023-07-01 to 2024-06-30

TEXAS RETIRED TEACHERS FOUNDATION, founded in 2000, is a small nonprofit in the Education sector that reported $520K in total revenue in fiscal year 2023. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $208K, a strong 40% operating margin.

Mission

TO PROVIDE RESOURCES & PROGRAMMING THAT CONTRIBUTE TO AN ENHANCED QUALITY OF LIFE FOR RETIRED TEACHERS AND TO BE RECOGNIZED AS A LEADER IN PROVIDING USEFUL SERVICES TO RETIRED TEXAS TEACHERS & SCHOOL PERSONNEL.

Program Service Accomplishments

Program 1

Expenses: $72,342

TO EDUCATE THE MEMBERS OF TRTA REGARDING THE BENEFITS OF GIVING AND PHILANTHROPY.

Program 2

Expenses: $109,239

TO PROVIDE SCHOLARSHIP GRANTS AND OTHER FORMS OF EDUCATIONAL ASSISTANCE.

Program 3

Expenses: $43,715

THE TRTF DISASTER RELIEF FUND PROVIDES ASSISTANCE TO RETIREES AND ACTIVE EDUCATORS STRUGGLING FINANCIALLY AFTER NATURAL DISASTERS OCCUR IN TEXAS, SUCH AS HURRICANES OR OTHER WIDESPREAD PHENOMENA.

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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 $230,887

Program Service Revenue $0

Investment Income $33,721

Other Revenue $255,502

TOTAL REVENUE $520,110

Expense Breakdown

Grants Paid $152,954

Salaries & Benefits $50,400

Fundraising Expenses $17,986

Program Expenses $225,296

Other Expenses $109,186

TOTAL EXPENSES $312,540

Year-over-Year Comparison

	2023	2022	Change
Revenue	$520,110	$329,730	+0.6%
Expenses	$312,540	$185,901	+0.7%
Net Income	$207,570	$143,829	+0.4%

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

N/A

Volunteers

150

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

$675,486

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM LEE	STATE COORDI	10.00	Officer	$18,000	$50,012	$484,945
ROSALIND JOHNSON	DEPUTY DIREC	0.00	Officer	$0	$14,873	$190,541
MARY NELL SHORT	PRESIDENT	1.00	Officer Director	$0	$0	$0
CARLA MEUTH	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MOLLYE LONG	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
BILL BARNES	MEMBER	1.00	Director	$0	$0	$0
NANCY BYLER	MEMBER	1.00	Director	$0	$0	$0
MARIDELL FRYAR	MEMBER	1.00	Director	$0	$0	$0
ELVA GARCIA	MEMBER	1.00	Director	$0	$0	$0
MARY JANE HAMILTON	MEMBER (07/2	1.00	Director	$0	$0	$0
DAVID OLIVAS	MEMBER	1.00	Director	$0	$0	$0
JESSE RAMOS	MEMBER	1.00	Director	$0	$0	$0
BRENDA RITTER	MEMBER	1.00	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
2025	No data	No data	No data	No data
2024	$520,110	$312,540	$1,425,249	$207,570
2023	$329,730	$185,901	$1,198,125	$143,829
2022	$341,382	$210,101	$1,025,227	$131,281
2021	$743,288	$486,318	$910,178	$256,970
2020	$467,566	$169,217	$657,162	$298,349
2019	$309,096	$146,961	$368,529	$162,135
2018	$343,397	$310,236	$184,980	$33,161