TEXAS PROFESSIONAL INSURANCE AGENTS

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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

1995

Legal Domicile

Principal Officer

DALE MOON

Phone

9728623333

Tax Period

2023-01-01 to 2023-12-31

TEXAS PROFESSIONAL INSURANCE AGENTS, founded in 1995, is a small nonprofit that reported $163K in total revenue in fiscal year 2023. Expenses of $220K exceeded revenue, resulting in a 35% operating deficit.

Mission

PROMOTE THE DISTRIBUTION OF INSURANCE IN TEXAS THROUGH QUALIFIED AND PROFESSIONAL INSURANCE AGENTS.

Program Service Accomplishments

Program 1

PROMOTED THE DISTRIBUTION OF INSURANCE IN TEXAS THROUGH QUALIFIED AND PROFESSIONAL INSURANCE AGENTS.

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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 $0

Program Service Revenue $132,112

Investment Income $24,842

Other Revenue $5,709

TOTAL REVENUE $162,663

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $220,295

TOTAL EXPENSES $220,295

Year-over-Year Comparison

	2023	2022	Change
Revenue	$162,663	$153,931	+0.1%
Expenses	$220,295	$147,486	+0.5%
Net Income	$-57,632	$6,445	-9.9%

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
DALE MOON	President	2.00	Officer Director	$0	$0	$0
TIM THOMPSON	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
NOHORA CIFUENTES	Secretary	2.00	Officer Director	$0	$0	$0
JEFF RAE	Treasurer	2.00	Officer Director	$0	$0	$0
DAVID GORMAN	Director	1.00	Director	$0	$0	$0
DEEDRE PAYNE	Director	1.00	Director	$0	$0	$0
MOHAMAD MOMIN	Director	1.00	Director	$0	$0	$0
DEBBIE MOSES-DZIGA	Director	1.00	Director	$0	$0	$0
MARK SOLOMON SR	Director	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
2024	No data	No data	No data	No data
2023	$162,663	$220,295	$21,471	$-57,632
2022	$153,931	$147,486	$88,369	$6,445
2021	$103,578	$88,761	$74,935	$14,817
2020	$96,717	$85,044	$58,443	$11,673
2019	$168,207	$144,181	$63,156	$24,026
2018	$219,186	$183,828	$39,130	$35,358