LONE STAR CHAPTER OF NATAS

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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

Principal Officer

PHYLLIS SLOCUM

Tax Period

2023-09-01 to 2024-08-31

LONE STAR CHAPTER OF NATAS is a small nonprofit in the Community Improvement sector that reported $717K in total revenue in fiscal year 2023. Expenses of $844K exceeded revenue, resulting in a 18% operating deficit.

Mission

PROMOTION OF EXCELLANCE WITHIN TELEVISION ARTS THROUGH AWARDS AND RECOGNITION OF PROGRAMMING

Program Service Accomplishments

Program 1

DEDICATED TO ADVANCING THE ART & SCIENCE OF TELEVISION IN OUR CHAPTER REGION THAT SERVICES TEXAS. TO PROMOTE CREATIVITY AND PROFESSIONALISM IN TELEVISION AND BROADCAST PROFESSIONALS WITHIN THE...

DEDICATED TO ADVANCING THE ART & SCIENCE OF TELEVISION IN OUR CHAPTER REGION THAT SERVICES TEXAS. TO PROMOTE CREATIVITY AND PROFESSIONALISM IN TELEVISION AND BROADCAST PROFESSIONALS WITHIN THE CHAPTER REGION OF TEXAS. HONORING AND ENCOURAGING EXCELLANCE IN TELEVISION THROUGH ANNUAL PRESENTATION OF REGIONAL EMMY AWARDS FOR OUTSTANDING ACHIEVEMENT IN TELEVISION PROGRAMMING CRAFTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $98,245

Program Service Revenue $616,872

Investment Income $0

Other Revenue $2,122

TOTAL REVENUE $717,239

Expense Breakdown

Grants Paid $0

Salaries & Benefits $266,964

Fundraising Expenses $0

Other Expenses $577,448

TOTAL EXPENSES $844,412

Year-over-Year Comparison

	2023	2022	Change
Revenue	$717,239	N/A	N/A
Expenses	$844,412	N/A	N/A
Net Income	$-127,173	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

Governance

Voting Members

Independent Members

N/A

Employees

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
HEATHER AREVALO-FLORES	TREASURER	1.00	Officer	$0	$0	$0
MARIAH GARDNER	SECRETARY	1.00	Officer	$0	$0	$0
EDWARD PETE	VICE PRESIDE	1.00	Officer	$0	$0	$0
PHYLLIS SLOCUM	PRESIDENT	3.00	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	$717,239	$844,412	$365,267	$-127,173
2023	$772,682	$633,568	$1,716,147	$139,114
2021	$645,261	$551,179	$408,192	$94,082
2020	$614,115	$550,646	$285,383	$63,469
2019	$719,762	$770,568	$245,502	$-50,806
2018	$633,215	$655,978	$253,085	$-22,763