TEXAS SOCIETY OF HEALTH-SYSTEM PHARMACISTS RESEARCH & EDUCATION FNDN (EIN 751578067) - 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

1977

Legal Domicile

Principal Officer

LEAH CODY

Phone

5129060546

Tax Period

2023-01-01 to 2023-12-31

TEXAS SOCIETY OF HEALTH-SYSTEM PHARMACISTS RESEARCH & EDUCATION FNDN, founded in 1977, is a small nonprofit that reported $172K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $154K left a modest 11% surplus.

Mission

EDUCATION

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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 $45,339

Program Service Revenue $104,272

Investment Income $22,601

Other Revenue $0

TOTAL REVENUE $172,212

Expense Breakdown

Grants Paid $27,362

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $120,663

Other Expenses $126,670

TOTAL EXPENSES $154,032

Year-over-Year Comparison

	2023	2022	Change
Revenue	$172,212	$157,895	+0.1%
Expenses	$154,032	$94,924	+0.6%
Net Income	$18,180	$62,971	-0.7%

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

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

$108,307

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIMBERLY PUTNEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
LES COVINGTON	SECRETARY	1.00	Officer Director	$0	$0	$0
BONNIE DUGIE	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
FRED MULLIN	TREASURER	1.00	Officer Director	$0	$0	$0
ED STEMLEY	TREASURER ELECT	1.00	Director	$0	$0	$0
LARRY EGLE	VICE PRESIDENT OF DEVELOPMENT	1.00	Officer Director	$0	$0	$0
JO ANN MAACK	DIRECTOR	1.00	Director	$0	$0	$0
LOURDES CUELLAR	DIRECTOR	1.00	Director	$0	$0	$0
LARRY EGLE	DIRECTOR	1.00	Director	$0	$0	$0
LEAH CODY	EXECUTIVE DIRECTOR	20.00	Officer	$0	$3,958	$108,307

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	No data	No data	No data	No data
2023	$172,212	$154,032	$1,001,644	$18,180
2022	$157,895	$94,924	$929,365	$62,971
2021	$63,217	$56,688	$996,264	$6,529
2020	$71,872	$62,056	$931,463	$9,816
2019	$121,357	$91,652	$892,819	$29,705
2018	$120,711	$110,839	$757,558	$9,872

TEXAS SOCIETY OF HEALTH-SYSTEM PHARMACISTS RESEARCH & EDUCATION FNDN