HARRIS HEALTH STRATEGIC FUND

EIN: 922333172 501(c)(3) Health Care

BELLAIRE, TX

Total Revenue
$29,179,039
Total Expenses
$4,213,972
Total Assets
$47,207,322
Net Assets
$47,205,514
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2022
Legal Domicile
TX
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

RAISING FUNDS TO SUPPORT 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%)

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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

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Governance

Voting Members
13
Independent Members
13
Employees
N/A
Volunteers
13

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
14
$0
Key Employees
0
$0
Highest Compensated
0
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
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