SERVICE ORGANIZATION OF NORTH TEXAS (EIN 800368789) - 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

2008

Legal Domicile

Principal Officer

BOB PERT

Phone

8067911591

Tax Period

2018-10-01 to 2019-09-30

SERVICE ORGANIZATION OF NORTH TEXAS, founded in 2008, is a mid-sized nonprofit that reported $21.3M in total revenue in fiscal year 2018.

Mission

TO ASSIST IN THE FINANCING OF HEALTH CARE TO THE PUBLIC, PRIMARILY IN UNDERSERVED RURAL AREAS BY CONTRACTING WITH DIFFERENT MEDICAL PROVIDERS TO PROVIDE THEIR SERVICES TO THESE UNDERSERVED COMMUNITIES.

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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 (2018)

Revenue Breakdown

Contributions & Grants $21,260,700

Program Service Revenue $0

Investment Income $7,411

Other Revenue $0

TOTAL REVENUE $21,268,111

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22,283,203

Other Expenses $22,283,203

TOTAL EXPENSES $22,283,203

Year-over-Year Comparison

	2018	2017	Change
Revenue	$21,268,111	$21,303,228	0.0%
Expenses	$22,283,203	$18,371,557	+0.2%
Net Income	$-1,015,092	$2,931,671	-1.3%

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
ROBERT PERT	PRESIDENT/CHAIR	1.00	Director	$0	$0	$0
JEFF HUSKEY	VICE PRESIDENT/VICE HAIR	1.00	Director	$0	$0	$0
LANCE MEEKINS	SECRETARY/TREASURER	1.00	Director	$0	$0	$0
CLAUDIA EISENMANN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL HUFF	DIRECTOR	1.00	Director	$0	$0	$0
FRANK BEAMAN	DIRECTOR	1.00	Director	$0	$0	$0
SHANE KERNELL	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE HARDIN	DIRECTOR	1.00	Director	$0	$0	$0
MATT KEMPTON	DIRECTOR	1.00	Director	$0	$0	$0
KIRBY GROBER	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA MCCAIN	DIRECTOR	1.00	Director	$0	$0	$0
RAYMOND ATKINS	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS THOMAS	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
2019	$21,268,111	$22,283,203	$2,347,817	$-1,015,092
2018	$21,303,228	$18,371,557	$3,362,909	$2,931,671

SERVICE ORGANIZATION OF NORTH TEXAS