HARRIS HEALTH STRATEGIC FUND

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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

2022

Legal Domicile

Principal Officer

TAYLOR MCMILLAN

Phone

3464261620

Tax Period

2025-01-01 to 2025-09-30

HARRIS HEALTH STRATEGIC FUND, founded in 2022, is a mid-sized nonprofit in the Health Care sector that reported $29.2M in total revenue in fiscal year 2024. Revenue surged 255% from the prior year, signaling strong growth momentum. The organization ran a surplus of $25.0M, a strong 86% operating margin.

Mission

THE HARRIS HEALTH STRATEGIC FUND MOBILIZES PHILANTHROPY THROUGH TRANSFORMATIONAL GIFTS TO ENSURE ALL RESIDENTS OF HARRIS COUNTY HAVE ACCESS TO THE CARE THEY DESERVE.

Program Service Accomplishments

Program 1

Expenses: $4,000,000 Revenue: $28,564,413

RAISING FUNDS TO SUPPORT HARRIS HEALTH'S STRATEGIC PRIORITIES AS OUTLINED IN THE HARRIS HEALTH 2021-2025 STRATEGIC PLAN.

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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 (2024)

Revenue Breakdown

Contributions & Grants $28,564,413

Program Service Revenue $0

Investment Income $614,626

Other Revenue $0

TOTAL REVENUE $29,179,039

Expense Breakdown

Grants Paid $4,000,000

Salaries & Benefits $0

Fundraising Expenses $196,439

Program Expenses $4,000,000

Other Expenses $213,972

TOTAL EXPENSES $4,213,972

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,179,039	$8,219,564	+2.5%
Expenses	$4,213,972	$306,414	+12.8%
Net Income	$24,965,067	$7,913,150	+2.2%

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
WILHELMINA ROBERTSON	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
EDWIN ALLDAY	TREASURER	1.00	Officer Director	$0	$0	$0
SONCERIA MESSIAH JILES	SECRETARY	1.00	Officer Director	$0	$0	$0
ANDREA CARACOSTIS	BOARD MEMBER	1.00	Director	$0	$0	$0
ASIF DAKRI	BOARD MEMBER	1.00	Director	$0	$0	$0
WINELL HERRON	BOARD MEMBER	1.00	Director	$0	$0	$0
STAN MAREK	BOARD MEMBER	1.00	Director	$0	$0	$0
GINNI MITHOFF	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROL PARET	BOARD MEMBER	1.00	Director	$0	$0	$0
ESMAEIL PORSA	BOARD MEMBER	1.00	Director	$0	$0	$0
SEBASTIEN SOLAR	BOARD MEMBER	1.00	Director	$0	$0	$0
MASSEY VILLARREAL	BOARD MEMBER	1.00	Director	$0	$0	$0
FRED ZEIDMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
TAYLOR MCMILLAN	EXECUTIVE 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
2025	$29,179,039	$4,213,972	$47,207,322	$24,965,067
2024	No data	No data	No data	No data
2023	$15,110,000	$89,236	$15,021,438	$15,020,764
2023	$15,110,000	$89,236	$15,021,438	$15,020,764