TEXAS PAYROLL CONFERENCE

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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

Sheri Lewis

Phone

5129854026

Tax Period

2025-01-01 to 2025-12-31

TEXAS PAYROLL CONFERENCE, founded in 1989, is a small nonprofit in the Education sector that reported $690K in total revenue in fiscal year 2025. Expenses of $606K left a modest 12% surplus.

Mission

TO CONTINOUSLY ENHANCE THE PAYROLL PROFESSION BY PROVIDING EDUCATIONAL, NETWORKING AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES TO INDIVIDUALS IN PAYROLL AND RELATED FIELDS.

Program Service Accomplishments

Program 1

Expenses: $340,936 Revenue: $538,225

SALE OF CONFERENCE REGISTRATIONS, Conference and OFFICE EXPENSES, INSURANCE

Program 2

Expenses: $152,087 Revenue: $146,896

SALE OF EXHIBITOR BOOTHS AND SPONSORSHIPS

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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 (2025)

Revenue Breakdown

Contributions & Grants $512

Program Service Revenue $684,609

Investment Income $4,398

Other Revenue $0

TOTAL REVENUE $689,519

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $493,023

Other Expenses $606,362

TOTAL EXPENSES $606,362

Year-over-Year Comparison

	2025	2024	Change
Revenue	$689,519	$683,308	+0.0%
Expenses	$606,362	$625,937	0.0%
Net Income	$83,157	$57,371	+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
Aaron Alaniz	BOARD MEMBER	5	Director	$0	$0	$0
Linda Almendarez	Board Member	5	Director	$0	$0	$0
Claudine Arias	Board Member	5	Director	$0	$0	$0
Demetria Glosson	BOARD MEMBER	5	Director	$0	$0	$0
Jeanne Jackson	BOARD MEMBER	5	Director	$0	$0	$0
Heather Jones	BOARD MEMBER	5	Director	$0	$0	$0
Stefanie Lozano	Board Member	5	Director	$0	$0	$0
Amanda Vann	Board Member	5	Director	$0	$0	$0
CAROLYN COX	Board Advisor	5	Director	$0	$0	$0
Sandy Selvidge	Board Advisor	1	Director	$0	$0	$0
Shantale Richardson	Board Advisor	1	Director	$0	$0	$0
Sheri Lewis	PRESIDENT	10	Officer	$0	$0	$0
Rhonda Brock	President-Elect	10	Officer	$0	$0	$0
Lisa Lopez	Secretary	10	Officer	$0	$0	$0
Jaynette Odegaard	Treasurer	10	Officer	$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	$689,519	$606,362	$559,597	$83,157
2024	$683,308	$625,937	$457,622	$57,371
2023	$565,222	$522,041	$402,799	$43,181
2021	$253,936	$189,757	$303,495	$64,179
2020	$51,196	$72,085	$239,316	$-20,889
2019	$439,377	$491,722	$281,180	$-52,345
2018	$431,764	$420,752	$359,777	$11,012