TEXAS ALLIANCE FOR PATIENT ACCESS (EIN 743023421) - 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

2002

Legal Domicile

Principal Officer

BRIAN G JACKSON

Phone

5127032156

Tax Period

2024-01-01 to 2024-12-31

TEXAS ALLIANCE FOR PATIENT ACCESS, founded in 2002, is a small nonprofit in the Community Improvement sector that reported $584K in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $138K, a strong 24% operating margin.

Mission

PRESERVE ACCESS TO QUALITY HEALTHCARE FOR ALL TEXANS

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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 $564,320

Program Service Revenue $0

Investment Income $19,507

Other Revenue $0

TOTAL REVENUE $583,827

Expense Breakdown

Grants Paid $0

Salaries & Benefits $338,640

Fundraising Expenses $0

Other Expenses $107,088

TOTAL EXPENSES $445,728

Year-over-Year Comparison

	2024	2023	Change
Revenue	$583,827	$484,974	+0.2%
Expenses	$445,728	$488,822	-0.1%
Net Income	$138,099	$-3,848	-36.9%

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

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

$320,297

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ARON GOLDFELD JD	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN DITTMAR	DIRECTOR	2.00	Officer Director	$0	$0	$0
BUDDY STEVES	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS VON DOHLEN JD	DIRECTOR	1.00	Director	$0	$0	$0
DARRELL D ZUROVEC JD	TREASURER	2.00	Officer Director	$0	$0	$0
DARRYL JORDAN MSN	DIRECTOR	1.00	Director	$0	$0	$0
DOUG JEFFREY MD FACEP	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE LINIAL	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD MARCUS MD	CHAIRMAN EMERITUS	10.00	Officer Director	$0	$0	$0
JAMES WILLETT JD	DIRECTOR	1.00	Director	$0	$0	$0
JACKIE FISHERMAN JD	DIRECTOR	1.00	Director	$0	$0	$0
KAREN WARDELL JD	DIRECTOR	1.00	Director	$0	$0	$0
KELLY WALLA JD	DIRECTOR	1.00	Director	$0	$0	$0
LAURA EKERY JD	DIRECTOR	1.00	Director	$0	$0	$0
LIAM FRY MD	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
LISA BALDWIN JD	DIRECTOR	1.00	Director	$0	$0	$0
LISA HAVENS JD	SECRETARY	2.00	Officer Director	$0	$0	$0
MIRANDA LANGE JD	DIRECTOR	1.00	Director	$0	$0	$0
MONTE MITCHELL DO	DIRECTOR	1.00	Director	$0	$0	$0
MATT INNES JD	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT J HANCOCK DO	CHAIRMAN	2.00	Officer Director	$0	$0	$0
STEVE WOHLEB JD	DIRECTOR	1.00	Director	$0	$0	$0
TESS FRAZIER	DIRECTOR	1.00	Director	$0	$0	$0
FELICIA JORDAN MD	DIRECTOR	1.00	Director	$0	$0	$0
J SCOTT SIMPSON MD	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN G JACKSON	EXECUTIVE DIRECTOR	52.00	Director	$252,000	$28,297	$280,297
JONATHAN J OPELT	PAST EXECUTIVE DIRECTOR	26.00	Director	$40,000	$0	$40,000

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	$583,827	$445,728	$749,499	$138,099
2023	$484,974	$488,822	$608,047	$-3,848
2022	$543,957	$457,539	$612,322	$86,418
2021	$717,534	$687,605	$525,904	$29,929
2020	$524,467	$472,431	$495,048	$52,036
2019	$508,277	$604,896	$443,013	$-96,619
2018	$473,223	$545,935	$539,632	$-72,712

TEXAS ALLIANCE FOR PATIENT ACCESS