South Texas Charity Weekend Inc (EIN 200802657) - Form 990 Financial Analysis & Trantor Score

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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

2004

Legal Domicile

Phone

3615934025

Tax Period

2023-09-01 to 2024-08-31

South Texas Charity Weekend Inc, founded in 2004, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $438K in total revenue in fiscal year 2023. Revenue fell 55% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $111K, a strong 25% operating margin.

Mission

Fundraising in order to support local state funded educational institutions and other nonprofit organizations with 501 (c)(3) status.

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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 $820,473

Program Service Revenue $0

Investment Income $5,384

Other Revenue $-387,766

TOTAL REVENUE $438,091

Expense Breakdown

Grants Paid $307,500

Salaries & Benefits $0

Fundraising Expenses $16,797

Program Expenses $307,500

Other Expenses $19,292

TOTAL EXPENSES $326,792

Year-over-Year Comparison

	2023	2022	Change
Revenue	$438,091	$968,401	-0.5%
Expenses	$326,792	$291,217	+0.1%
Net Income	$111,299	$677,184	-0.8%

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

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
Stephen J Kleberg	President	2.00	Officer Director	$0	$0	$0
Bill Colston Jr	Vice President	2.00	Officer Director	$0	$0	$0
Gus T Canales	Secretary/Treas	2.00	Officer Director	$0	$0	$0
Dawn A Canales	Director	2.00	Director	$0	$0	$0
Jay Kleberg	Director	2.00	Director	$0	$0	$0
Billy Colston III	Director	2.00	Director	$0	$0	$0
Brad Womack	Executive Dir.	5.00	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
2024	$438,091	$326,792	$1,541,585	$111,299
2023	$968,401	$291,217	$1,430,286	$677,184
2022	$1,506,990	$1,101,636	$753,102	$405,354
2021	$679,465	$490,579	$347,748	$188,886
2020	$1,170,084	$1,577,412	$158,862	$-407,328
2019	$666,496	$649,492	$566,200	$17,004
2018	$714,702	$598,686	$549,196	$116,016

South Texas Charity Weekend Inc