Respite Care SA Foundation (EIN 742998219) - 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

2001

Legal Domicile

Phone

2107371212

Tax Period

2024-07-01 to 2025-06-30

Respite Care SA Foundation, founded in 2001, is a small nonprofit in the Diseases & Disorders sector that reported $635K in total revenue in fiscal year 2024. Revenue surged 59% from the prior year, signaling strong growth momentum. The organization ran a surplus of $405K, a strong 64% operating margin.

Mission

Holds endowment funds and supports Respite Care of San Antonio, Inc.

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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 $0

Program Service Revenue $0

Investment Income $635,141

Other Revenue $0

TOTAL REVENUE $635,141

Expense Breakdown

Grants Paid $223,604

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $223,604

Other Expenses $6,265

TOTAL EXPENSES $229,869

Year-over-Year Comparison

	2024	2023	Change
Revenue	$635,141	$398,908	+0.6%
Expenses	$229,869	$238,662	0.0%
Net Income	$405,272	$160,246	+1.5%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brian Biggs	Chair	1.00	Director	$0	$0	$0
Donnie Laurence	Vice Chair	1.00	Director	$0	$0	$0
Steve York	Director	1.00	Director	$0	$0	$0
Bill Mason	Director	1.00	Director	$0	$0	$0
Lavonne Lysert	Director	1.00	Director	$0	$0	$0
Mary Ellen Archer	Director	1.00	Director	$0	$0	$0
Chris Derby	Director	1.00	Director	$0	$0	$0
Rebecca Helterbrand	Executive Director	1.00	Officer Key Emp	$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	$635,141	$229,869	$6,011,760	$405,272
2024	$398,908	$238,662	$5,650,467	$160,246
2023	$187,339	$601,207	$5,589,255	$-413,868
2022	$556,926	$465,032	$5,232,757	$91,894
2021	$549,915	$457,480	$6,672,226	$92,435
2020	$188,660	$192,885	$5,396,383	$-4,225
2019	$316,670	$513,374	$5,762,063	$-196,704

Respite Care SA Foundation