Dallas Association of Health Underwriters (EIN 752668022) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Phone

9729918814

Tax Period

2022-07-01 to 2023-06-30

Dallas Association of Health Underwriters, founded in 1996, is a micro nonprofit that reported $84K in total revenue in fiscal year 2022. Expenses of $78K left a modest 8% surplus.

Mission

Mission Statement: To enhance the growth of our members through professional development, legislative advocacy and mentoring so that they can better inform and

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $9,783

Program Service Revenue $74,181

Investment Income $225

Other Revenue $0

TOTAL REVENUE $84,189

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $77,836

TOTAL EXPENSES $77,836

Year-over-Year Comparison

	2022	2021	Change
Revenue	$84,189	$80,931	+0.0%
Expenses	$77,836	$62,367	+0.2%
Net Income	$6,353	$18,564	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Jennifer Stanley	President	10.00	Officer Director	$0	$0	$0
Taylor Kirkhart	President-Elect	5.00	Officer Director	$0	$0	$0
David Weber	Treasurer	3.00	Officer Director	$0	$0	$0
Cindy Goodman	Secretary	1.00	Officer Director	$0	$0	$0
Rita Rolf	Past President	1.00	Officer Director	$0	$0	$0
Eva Boucher	Vice President	1.00	Officer Director	$0	$0	$0
Carmen Freeman	Awards	1.00	Director	$0	$0	$0
Claire Pancerz	Legislation	2.00	Director	$0	$0	$0
Paula Harrington	Key Contacts	3.00	Director	$0	$0	$0
Cynthia Bailey	Professional Development	1.00	Director	$0	$0	$0
Suzanne Crim	Sponsorship	1.00	Director	$0	$0	$0
Stephen Snyder	Vanguard Relations	1.00	Director	$0	$0	$0
Karen Burkholder	Membership	2.00	Director	$0	$0	$0
Laura Reasoner	Public Service	N/A	Director	$0	$0	$0
Halee Johnson	Media/Communications/Tech	2.00	Director	$0	$0	$0
Jacqueline St Hilaire	Voting Trustee	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
2023	$84,189	$77,836	$88,007	$6,353
2022	$80,931	$62,367	$81,654	$18,564
2021	$46,043	$33,698	$78,852	$12,345
2020	$46,552	$52,321	$53,297	$-5,769
2019	$40,100	$94,610	$56,067	$-54,510
2018	$129,168	$97,547	$103,405	$31,621

Dallas Association of Health Underwriters