TOMA FOUNDATION (EIN 752221904) - 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

1987

Legal Domicile

Principal Officer

DAVID GARZA DO

Phone

5127088662

Tax Period

2024-01-01 to 2024-12-31

TOMA FOUNDATION, founded in 1987, is a small nonprofit that reported $293K in total revenue in fiscal year 2024.

Mission

THE FOUNDATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES AND MORE SPECIFICALLY TO PERFORM, IN WHOLE OR IN PART, THE CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES OF THE TEXAS OSTEOPATHIC MEDICAL ASSOCIATION.

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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 $18,200

Program Service Revenue $273,713

Investment Income $1,223

Other Revenue $0

TOTAL REVENUE $293,136

Expense Breakdown

Grants Paid $159,026

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $239,626

Other Expenses $142,377

TOTAL EXPENSES $301,403

Year-over-Year Comparison

	2024	2023	Change
Revenue	$293,136	$304,100	0.0%
Expenses	$301,403	$316,943	0.0%
Net Income	$-8,267	$-12,843	-0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID GARZA DO	CHAIRMAIN/PRESIDENT	1.00	Officer Director	$0	$0	$0
LAWRENCE VERFURTH DO	VICE PRESIDENT/ TREASURER	1.00	Officer Director	$0	$0	$0
KENNETH BAYLES DO	DIRECTOR	1.00	Director	$0	$0	$0
RODNEY WISEMAN D0	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE COLE DO	DIRECTOR	1.00	Director	$0	$0	$0
MARK BAKER DO	DIRECTOR	1.00	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
2024	$293,136	$301,403	$242,143	$-8,267
2023	$304,100	$316,943	$277,825	$-12,843
2022	$291,498	$305,049	$299,021	$-13,551
2021	$316,452	$294,291	$298,310	$22,161
2020	$189,560	$190,894	$274,011	$-1,334
2019	$341,849	$341,293	$296,348	$556
2018	$375,186	$381,057	$275,771	$-5,871

TOMA FOUNDATION