TEXAS ASSOCIATION OF PUBLIC EMPLOYEE RETIREMENT SYSTEMS (EIN 760291717) - 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

1989

Legal Domicile

Principal Officer

SHERRY MOSE

Phone

7136228018

Tax Period

2023-01-01 to 2023-12-31

TEXAS ASSOCIATION OF PUBLIC EMPLOYEE RETIREMENT SYSTEMS, founded in 1989, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year.

Mission

THE TEXAS ASSOCIATION OF PUBLIC EMPLOYEES RETIREMENT SYSTEMS IS A STATEWIDE NON-PROFIT ORGANIZATION

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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 $953,329

Program Service Revenue $411,837

Investment Income $35,779

Other Revenue $0

TOTAL REVENUE $1,400,945

Expense Breakdown

Grants Paid $0

Salaries & Benefits $612,864

Fundraising Expenses $0

Program Expenses $1,355,978

Other Expenses $914,613

TOTAL EXPENSES $1,527,477

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,400,945	$1,478,484	-0.1%
Expenses	$1,527,477	$1,282,030	+0.2%
Net Income	$-126,532	$196,454	-1.6%

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

Governance

Voting Members

Independent Members

Employees

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

$179,539

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERRY MOSE	PRESIDENT	10.00	Officer Director	$0	$0	$0
JOSE CAVAZOS	1ST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TYLER GROSSMAN	2ND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CARLA BREWER	SECRETARY	1.00	Officer Director	$0	$0	$0
LARRY KNOTT	TREASURER	1.00	Director	$0	$0	$0
TERRY BRATTON	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN D JENKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL R BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
KENNETH HABEN	BOARD MEMBER	1.00	Director	$0	$0	$0
LARRY A REED	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID STACY	BOARD MEMBER	1.00	Director	$0	$0	$0
ARTURO ALFARO	EXECUTIVE DIRECTOR	50.00	Officer	$155,013	$24,526	$179,539

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	No data	No data	No data	No data
2023	$1,400,945	$1,527,477	$1,085,726	$-126,532
2022	$1,478,484	$1,282,030	$1,158,009	$196,454
2021	$1,329,788	$1,383,894	$1,130,610	$-54,106
2020	$1,083,989	$956,553	$1,190,622	$127,436

TEXAS ASSOCIATION OF PUBLIC EMPLOYEE RETIREMENT SYSTEMS