TEXAS MEDICAL ASSOCIATION ALLIANCE

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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

1918

Legal Domicile

Principal Officer

TAMMY WISHARD

Phone

5123701329

Tax Period

2024-01-01 to 2024-12-31

TEXAS MEDICAL ASSOCIATION ALLIANCE, founded in 1918, is a small nonprofit that reported $273K in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. Net assets of $762K represent 33 months of operating reserves.

Mission

TO CONNECT AND SUPPORT PHYSICIAN FAMILIES AND BUILD A HEALTHY TEXAS THROUGH COMMUNITY OUTREACH AND ADVOCACY.

Program Service Accomplishments

Program 1

ANNUAL CONVENTION: MEMBERS ATTENDED THE CONVENTION TO ELECT OFFICERS, REPORT PRIOR YEARS ACTIVITIES, AND DISCUSS CURRENT PLANS, AND OTHER TOPICS OF INTEREST TO THE MEMBERS.

Program 2

CONFERENCES: MEMBERS ATTENDED FOR LEADERSHIP TRAINING AND OTHER EDUCATIONAL MATTERS.

Program 3

BUILD HEALTHIER COMMUNITIES THROUGH PUBLIC HEALTH OUTREACH PROGAMS SUCH AS HARD HAT FOR LITTLE HEADS, TEXAS BOOKSHARE, VACCINES DEFEND WHAT MATTERS, AND WALK WITH A DOC.

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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 $224,960

Program Service Revenue $17,520

Investment Income $27,744

Other Revenue $3,000

TOTAL REVENUE $273,224

Expense Breakdown

Grants Paid $22,750

Salaries & Benefits $106,754

Fundraising Expenses $0

Other Expenses $142,460

TOTAL EXPENSES $271,964

Year-over-Year Comparison

	2024	2023	Change
Revenue	$273,224	$211,772	+0.3%
Expenses	$271,964	$245,863	+0.1%
Net Income	$1,260	$-34,091	-1.0%

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

$99,872

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNY SHEPHERD	PRES(24-25)/PRES-ELECT(23-24)	1.00	Officer Director	$0	$0	$0
ELIZABETH VANEXAN	PRES(23-24)/PRES-ELECT(22-23)	1.00	Officer Director	$0	$0	$0
LIBBY WHITE	IMMED PAST PRES(23-24)	1.00	Officer Director	$0	$0	$0
JOI SMITH	PRESIDENT-ELECT (24-25)	1.00	Officer Director	$0	$0	$0
LISA DREVER	VP OF MEMBERSHIP	1.00	Officer Director	$0	$0	$0
MERCEDES DOSSA	VP-ELECT OF MEMBERSHIP	1.00	Officer Director	$0	$0	$0
MARIKO ELVIN	VP OF COMMUNITY ENGAGEMENT	1.00	Officer Director	$0	$0	$0
LISA ALLEN	VP OF LEGISLATIVE AUAIRS	1.00	Officer Director	$0	$0	$0
ANGELIQUE REAGOR	VP OF FUTURE PLANNING	1.00	Officer Director	$0	$0	$0
LORI BENOLD	VP OF FISCAL AFFAIRS	1.00	Officer Director	$0	$0	$0
JULIE DYE	VP-ELECT OF FISCAL AFFAIRS	1.00	Officer Director	$0	$0	$0
JULIA HALVORSEN	RECORDING SECRETARY	1.00	Director	$0	$0	$0
MARGARET MCDONALD	PARLIAMENTARIAN	1.00	Director	$0	$0	$0
KEVIN KOEHLER	REVISIONS AND GUIDELINES	1.00	Director	$0	$0	$0
LORI BOIES	VP FISCAL AFFAIRS 2023-2024	1.00	Officer Director	$0	$0	$0
MARTHA VIJJESWARAPU	PRESIDENT'S SPECIAL ADVISOR 2023-2024	1.00	Director	$0	$0	$0
SUNSHINE MOORE	PRESIDENT'S SPECIAL ADVISOR 2023-2024	1.00	Director	$0	$0	$0
LISA QUERALT	PRESIDENT'S SPECIAL ADVISOR 2024-2025	1.00	Director	$0	$0	$0
JENNIFER LEWIS	ADVISORY COMMITTEE 2023-2024	1.00	Director	$0	$0	$0
REBECCA GARCIA	RESOURCES LIAISONS 2023-2024	1.00	Director	$0	$0	$0
DENEITRA HUTCHINSON	RESOURCES LIAISONS 2023-2024	0.00	Director	$0	$0	$0
KELLY MICHAELS	RESOURCES LIAISONS 2023-2024	0.00	Director	$0	$0	$0
POOJA BINDINGNAVALE	RESOURCES LIAISONS 2024-2025	0.00	Director	$0	$0	$0
LYDIA SOLDANO	RESOURCES LIAISONS 2024-2025	0.00	Director	$0	$0	$0
TAMMY WISHARD	EXECUTIVE DIRECTOR	40.00	Officer	$73,500	$26,372	$99,872

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	$273,224	$271,964	$798,776	$1,260
2023	$211,772	$245,863	$751,820	$-34,091
2022	$152,864	$172,346	$705,173	$-19,482
2021	$185,562	$143,040	$856,355	$42,522
2020	$349,168	$298,781	$764,423	$50,387
2019	$163,283	$157,407	$684,276	$5,876