CHRISTUS HEALTH FOUNDATION OF Southeast Texas (EIN 760136274) - 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

1984

Legal Domicile

Principal Officer

TERI HAWTHORNE

Phone

4092367555

Tax Period

2024-07-01 to 2025-06-30

CHRISTUS HEALTH FOUNDATION OF Southeast Texas, founded in 1984, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $1.3M, a strong 44% operating margin.

Mission

The Foundation serves the philanthropic NEEDS OF SOUTHEAST TEXAS BY SOLICITING & DISTRIBUTING CONTRIBUTIONS IN support of Christus Health Southeast Texas.

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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 $2,714,203

Program Service Revenue $0

Investment Income $510,829

Other Revenue $-293,863

TOTAL REVENUE $2,931,169

Expense Breakdown

Grants Paid $1,216,670

Salaries & Benefits $338,823

Fundraising Expenses $15,490

Program Expenses $1,246,428

Other Expenses $76,520

TOTAL EXPENSES $1,632,013

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,931,169	$3,146,192	-0.1%
Expenses	$1,632,013	$2,943,118	-0.4%
Net Income	$1,299,156	$203,074	+5.4%

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

$1,176,094

Total Directors

$1,038,093

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL M TREVINO	DIRECTOR/CEO CH-SETX	1.0	Officer Director	$0	$95,480	$1,038,093
TERI HAWTHORNE	Executive Director	40.0	Officer	$0	$10,356	$138,001
James Black	Director (LIFETIME)	1.0	Director	$0	$0	$0
Brad Brown	DIRECTOR	1.0	Director	$0	$0	$0
Will Crenshaw	Director (LIFETIME)	1.0	Director	$0	$0	$0
Mark Fertitta	Director (LIFETIME)	1.0	Director	$0	$0	$0
Shelley Tortorice	Director	1.0	Director	$0	$0	$0
SHEILA UMPHREY	SECRETARY	1.0	Officer Director	$0	$0	$0
J MARK SMITH	DIRECTOR	1.0	Director	$0	$0	$0
JOE PENLAND	DIRECTOR	1.0	Director	$0	$0	$0
DR RANDY LOMBARDO	DIRECTOR/CHAIR	1.0	Officer Director	$0	$0	$0
MIKE ROEBUCK	DIR / VICE CHAIR	1.0	Officer Director	$0	$0	$0
Joe Broussard	Director	1.0	Director	$0	$0	$0
Steve McReynolds	DIRECTOR/TREASURER	1.0	Officer Director	$0	$0	$0
DAVID JONES	DIRECTOR	1.0	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	$2,931,169	$1,632,013	$16,299,470	$1,299,156
2024	$3,146,192	$2,943,118	$14,068,777	$203,074
2023	$2,753,467	$1,239,677	$13,117,758	$1,513,790
2022	$3,444,305	$582,435	$10,854,882	$2,861,870
2021	$954,755	$1,460,902	$8,641,099	$-506,147
2020	$2,070,386	$1,014,645	$8,537,866	$1,055,741

CHRISTUS HEALTH FOUNDATION OF Southeast Texas