VISITING NURSE ASSOCIATION OF TEXAS FOUNDATION

EIN: 751633963 501(c)(3) Health Care

Dallas, TX

Total Revenue
$2,562,439
Total Expenses
$1,962,723
Total Assets
$15,660,291
Net Assets
$4,972,684
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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
1978
Legal Domicile
TX
Principal Officer
Mark Reisman
Phone
2146892691
Tax Period
2023-07-01 to 2024-06-30

VISITING NURSE ASSOCIATION OF TEXAS FOUNDATION, founded in 1978, is a community nonprofit in the Health Care sector that reported $2.6M in total revenue in fiscal year 2023. Revenue surged 70% from the prior year, signaling strong growth momentum. The organization ran a surplus of $600K, a strong 23% operating margin.

Mission

Promote Community Health Services

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $937,099
Program Service Revenue $0
Investment Income $1,625,340
Other Revenue $0
TOTAL REVENUE $2,562,439

Expense Breakdown

Grants Paid $0
Salaries & Benefits $978,820
Fundraising Expenses $1,005,099
Program Expenses $0
Other Expenses $498,318
TOTAL EXPENSES $1,962,723

Year-over-Year Comparison

2023 2022 Change
Revenue $2,562,439 $1,507,275 +0.7%
Expenses $1,962,723 $1,889,565 +0.0%
Net Income $599,716 $-382,290 -2.6%
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

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Governance

Voting Members
20
Independent Members
20
Employees
N/A
Volunteers
100

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
4
$0
Total Directors
20
$436,910
Key Employees
3
$1,055,932
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Katherine Krause President 10
Director Key Emp
$0 $44,318 $436,910
Chris Culak Vice President 40
Key Emp
$304,956 $44,538 $349,494
Carlton Holland CFO 10
Key Emp
$0 $16,723 $269,528
Lori Christensen Chairman 5
Officer Director
$0 $0 $0
Victor Elmore Vice Chairman 5
Officer Director
$0 $0 $0
Janet Ryan Treasurer 5
Officer Director
$0 $0 $0
Meaders Ozarow Secretary 5
Officer Director
$0 $0 $0
Bob Best Board Member 1
Director
$0 $0 $0
Nita Clark Board Member 1
Director
$0 $0 $0
Sara Fraser Crismon Board Member 1
Director
$0 $0 $0
Betsy Eiseman Board Member 1
Director
$0 $0 $0
Robert Ted Enloe III Board Member 1
Director
$0 $0 $0
Danny Gow Board Member 1
Director
$0 $0 $0
Patrick Haggerty Board Member 1
Director
$0 $0 $0
Max Lamont Board Member 1
Director
$0 $0 $0
Kate McClendon Board Member 1
Director
$0 $0 $0
Peggy Millheiser Board Member 1
Director
$0 $0 $0
Karen Pollock Board Member 1
Director
$0 $0 $0
Kersten Rettig Board Member 1
Director
$0 $0 $0
Lizzie Routman Board Member 1
Director
$0 $0 $0
John Sears Board Member 1
Director
$0 $0 $0
CiCi Weinmann Board Member 1
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 $2,562,439 $1,962,723 $15,660,291 $599,716
2023 $1,507,275 $1,889,565 $13,998,540 $-382,290
2022 $950,441 $1,888,395 $12,528,246 $-937,954
2021 $272,682 $1,722,684 $13,418,042 $-1,450,002
2020 $994,196 $1,831,682 $10,452,121 $-837,486
2019 $853,522 $1,616,556 $10,284,561 $-763,034
2018 $327,143 $1,674,796 $11,444,791 $-1,347,653
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