TREASURED PROTEGE

EIN: 861596233 501(c)(3) Education

SAN MARCOS, TX

Total Revenue
$37,129
Total Expenses
$27,287
Total Assets
$11,194
Net Assets
$10,609
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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
2020
Legal Domicile
TX
Principal Officer
LORA WILLIAMS
Phone
5126185433
Tax Period
2023-01-01 to 2023-12-31

TREASURED PROTEGE, founded in 2020, is a micro nonprofit in the Education sector that reported $37K in total revenue in fiscal year 2023. Revenue surged 131% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10K, a strong 27% operating margin.

Mission

PROVIDING EDUCATIONAL SCHOLARSHIPS AND OFFERING A TRANSITIONAL HOUSING PROGRAM

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $12,527
Program Service Revenue $24,592
Investment Income $10
Other Revenue $0
TOTAL REVENUE $37,129

Expense Breakdown

Grants Paid $7,887
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $16,058
Other Expenses $19,400
TOTAL EXPENSES $27,287

Year-over-Year Comparison

2023 2022 Change
Revenue $37,129 $16,101 +1.3%
Expenses $27,287 $16,535 +0.7%
Net Income $9,842 $-434 -23.7%
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

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Governance

Voting Members
3
Independent Members
N/A
Employees
N/A
Volunteers
10

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
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LORA WILLIAMS PRESIDENT 10.00
Officer
$0 $0 $0
CEDERIC WILLIAMS TREASURER 10.00
Officer
$0 $0 $0
KEORA WILLIAMS SECRETARY 10.00
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 No data No data No data No data
2024 No data No data No data No data
2023 $37,129 $27,287 $11,194 $9,842
2021 $14,250 $10,200 $1,199 $4,050
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