TEXAS ASSOCIATION OF COUNTY AUDITO… - Form 990 Financial Data

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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

1976

Legal Domicile

Principal Officer

JULIE KILEY

Phone

5129431500

Tax Period

2023-10-01 to 2024-09-30

TEXAS ASSOCIATION OF COUNTY AUDITORS, founded in 1976, is a small nonprofit in the Education sector that reported $265K in total revenue in fiscal year 2023. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $97K, a strong 37% operating margin.

Mission

NONE

Program Service Accomplishments

Program 1

ANNUAL CONFERENCE BRINGS COUNTY AUDITORS THROUGHOUT THE STATE TOGETHER TO DISCUSS LAWS AND STATUTES RELATING TO COUNTY GOVERNMENT AND TALK ABOUT THE PROBLEMS OF COUNTY AUDITORS IN ORDER TO DEVELOP...

ANNUAL CONFERENCE BRINGS COUNTY AUDITORS THROUGHOUT THE STATE TOGETHER TO DISCUSS LAWS AND STATUTES RELATING TO COUNTY GOVERNMENT AND TALK ABOUT THE PROBLEMS OF COUNTY AUDITORS IN ORDER TO DEVELOP STANDARDS OF PRACTICE AND PROMOTE THE PUBLIC INTEREST OF COUNTIES. THE 2023 FALL CONFERENCE WAS HELD IN SOUTH PADRE ISLAND, TX AND PROVIDED TRAINING FOR APPROXIMATELY 194 PARTICIPANTS.

Program 2

THE ANNUAL TACA INSTITUTE BRINGS TOGETHER COUNTY AUDITORS AND THEIR ASSISTANTS FROM THROUGHOUT THE STATE TO RECEIVE TRAINING AND TO DISCUSS LAWS, STATUTES, GOVERNMENTAL ACCOUNTING, AND OTHER ISSUES CONFRONTING BOTH THE COUNTY AUDITORS OFFICE AND THE COUNTY IN GENERAL. THE APRIL 2024 COUNTY AUDITOR'S INSTITUTE WAS HELD IN COLLEGE STATION AND PROVIDED TRAINING FOR APPROXIMATELY 295 PARTICIPANTS.

Program 3

ON THE ROAD AREA TRAINING(OTRAT)PROVIDES ADDITIONAL OPPORTUNITIES FOR TRAINING FOR COUNTY AUDITORS AND THEIR STAFF. TEXAS COUNTY AUDITORS ARE REQUIRED TO OBTAIN 40 HOURS OF CONTINUING EDUCATION IN...

ON THE ROAD AREA TRAINING(OTRAT)PROVIDES ADDITIONAL OPPORTUNITIES FOR TRAINING FOR COUNTY AUDITORS AND THEIR STAFF. TEXAS COUNTY AUDITORS ARE REQUIRED TO OBTAIN 40 HOURS OF CONTINUING EDUCATION IN EACH TWO YEAR APPOINTMENT. TRAINING EVENTS ARE SCHEDULED TO BE HELD EACH FISCAL YEAR. THE FEBRUARY 2024 OTRAT EVENT WAS HELD IN MINERAL WELLS. IT PROVIDED TRAINING FOR APPROXIMATELY 57 PARTICIPANTS. A VIRTUAL OTRAT EVENT WAS HELD ONLINE IN JULY 2024. IT PROVIDED TRAINING FOR APPROXIMATELY 76 PARTICIPANTS.

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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 $152,435

Program Service Revenue $102,022

Investment Income $10,911

Other Revenue $0

TOTAL REVENUE $265,368

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $168,190

TOTAL EXPENSES $168,190

Year-over-Year Comparison

	2023	2022	Change
Revenue	$265,368	$186,498	+0.4%
Expenses	$168,190	$181,330	-0.1%
Net Income	$97,178	$5,168	+17.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID WENDEL	IMMEDIATE PAST PRESIDENT	0.50	Officer Director	$0	$0	$0
LORETTA KEY	PRESIDENT	0.50	Officer Director	$0	$0	$0
CARLOS PEREDA	PRESIDENT ELECT	0.50	Officer Director	$0	$0	$0
TRAGINA TALLANT	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
JULIE KILEY	SECRETARY	0.50	Officer Director	$0	$0	$0
LEO CALDERA	TREASURER	0.50	Officer Director	$0	$0	$0
ELIJAH ANDERSON	DIRECTOR	0.50	Director	$0	$0	$0
TERRI SELLARS	DIRECTOR	0.50	Director	$0	$0	$0
MARY TRISH BROWN	DIRECTOR	0.50	Director	$0	$0	$0
MATT WEINGARDT	DIRECTOR	0.50	Director	$0	$0	$0
CHERYL ROBERTS	DIRECTOR	0.50	Director	$0	$0	$0
ALICIA WIPPLE	DIRECTOR	0.50	Director	$0	$0	$0
ANGELA MASELLI	HONORARY DIRECTOR	0.50	Director	$0	$0	$0
BARBARA PARKER	DIRECTOR	0.50	Director	$0	$0	$0
KRISTEN KUBECKA	DIRECTOR	0.50	Director	$0	$0	$0
KELLY ALLEN	HONORARY DIRECTOR	0.50	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	$265,368	$168,190	$399,034	$97,178

TEXAS ASSOCIATION OF COUNTY AUDITORS