HEALTH EQUITY FOUNDATION OF GREATER TEXAS

EIN: 933062646 501(c)(3) Health Care

DALLAS, TX

Total Revenue
$1,000,100
Total Expenses
$52
Total Assets
$1,000,048
Net Assets
$1,000,048
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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
2023
Legal Domicile
TX
Principal Officer
SARAH WHEAT
Phone
5122768063
Tax Period
2023-01-01 to 2023-12-31

HEALTH EQUITY FOUNDATION OF GREATER TEXAS, founded in 2023, is a community nonprofit in the Health Care sector that reported $1.0M in total revenue in fiscal year 2023. The organization ran a surplus of $1.0M, a strong 100% operating margin.

Mission

The purpose of the Health Equity Foundation of Greater Texas is to raise funds and make contributions to other nonprofits to support comprehensive reproductive and complimentary health services, education, and public policy.

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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 $1,000,100
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $1,000,100

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $52
TOTAL EXPENSES $52

Year-over-Year Comparison

2023 2022 Change
Revenue $1,000,100 N/A N/A
Expenses $52 N/A N/A
Net Income $1,000,048 N/A N/A
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
3
Employees
N/A
Volunteers
3

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
1
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HELEN M CHASE Director 1.00
Director
$0 $0 $0
AMANDA DEALY Director 1.00
Director
$0 $0 $0
DAVID B GAIL Director 1.00
Director
$0 $0 $0
SARAH WHEAT INT EXEC DIR 1.00
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
2024 No data No data No data No data
2023 $1,000,100 $52 $1,000,048 $1,000,048
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