SAN ANTONIO CHAPTER OF THE TEXAS S… - Form 990 Financial Data

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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

1986

Legal Domicile

Principal Officer

BRANDON HOWARD

Phone

2108282722

Tax Period

2024-06-01 to 2025-05-31

SAN ANTONIO CHAPTER OF THE TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNT, founded in 1986, is a small nonprofit that reported $208K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

Mission

SUPPORTING PROFESSIONAL ACTIVITIES TO ADVANCE THE ACCOUNTING PROFESSION, PROTECTING THE INTERESTS OF MEMBERS AND THE GENERAL PUBLIC, AND ACTING IN A REPRESENTATIVE CAPACITY FOR THE PROFESSION.

Program Service Accomplishments

Program 1

HELD TWO CHAPTER MEETINGS FOR THE BENEFIT OF ALL 2,437 MEMBERS. MEETINGS INCLUDE CONTENT TO HELP MEMBERSHIP UNDERSTAND LOCAL, STATE AND NATIONAL LEGISLATION IMPACTING THE PROFESSION, TO ENCHANCE THE MEMBERS TECHNICAL KNOWLEDGE AND TO COMMUNICATE TRENDS IN THE PROFESSION THROUGH MEANINGFUL AND IMPACTFUL SPEAKERS.

Program 2

PROVIDE JOB PLACEMENT OPPORTUNITIES FOR STUDENT MEMBERS THROUGH A COMBINATION OF PROGRAMS, INCLUDING THE MEET THE FIRMS EVENT SERVING 50 STUDENTS, THE ETIQUETTE WORKSHOP SERVING 60 STUDENTS, AND THE ACCOUNTING CAREERS WORKSHOP HOSTING APPROXIMATELY 150 STUDENTS AND POSTED RESUMES TO THE WEBSITE.

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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 $5,700

Program Service Revenue $192,256

Investment Income $9,610

Other Revenue $0

TOTAL REVENUE $207,566

Expense Breakdown

Grants Paid $0

Salaries & Benefits $138,013

Fundraising Expenses $0

Other Expenses $87,124

TOTAL EXPENSES $225,137

Year-over-Year Comparison

	2024	2023	Change
Revenue	$207,566	$226,911	-0.1%
Expenses	$225,137	$221,591	+0.0%
Net Income	$-17,571	$5,320	-4.3%

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

Volunteers

100

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

$167,316

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACQUI BELCHER	EXECUTIVE DI	25.00	Officer	$115,907	$0	$167,316
BRANDON HOWARD	PRESIDENT	0.50	Officer Director	$0	$0	$0
ANETTE FLORES	PRESIDENT-EL	0.50	Officer Director	$0	$0	$0
BRYAN MORGAN	SECRETARY/TR	0.50	Officer Director	$0	$0	$0
MIKE SPANIOL	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
NANCY OZUNA	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
MARINA POLANCO	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
SLY JOHNSON	DIRECTOR	0.50	Director	$0	$0	$0
JULIE SPURLOCK ZAMORA	DIRECTOR	0.50	Director	$0	$0	$0
ANDREW NICHOLAS	DIRECTOR	0.50	Director	$0	$0	$0
WILL HOLISKY	DIRECTOR	0.50	Director	$0	$0	$0
APRIL BAGLEY	DIRECTOR	0.50	Director	$0	$0	$0
PATTY WETZ	DIRECTOR	0.50	Director	$0	$0	$0
JENNIFER CADENA	DIRECTOR	0.50	Director	$0	$0	$0
AMY HOLMES	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTINA KOUCOUTHAKIS	DIRECTOR	0.50	Director	$0	$0	$0
JANE GUENTHER	DIRECTOR	0.50	Director	$0	$0	$0
COURTNEY NEVILL	DIRECTOR	0.50	Director	$0	$0	$0
JOSH WAGNER	IMMEDIATE PA	0.50	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	$207,566	$225,137	$385,120	$-17,571
2024	$226,911	$221,591	$384,334	$5,320
2023	$230,648	$241,158	$386,218	$-10,510
2022	$179,860	$175,562	$395,405	$4,298
2021	$184,398	$171,341	$385,618	$13,057
2020	$195,778	$179,779	$364,442	$15,999
2019	$196,102	$183,407	$351,388	$12,695
2018	$204,849	$192,076	$320,641	$12,773

SAN ANTONIO CHAPTER OF THE TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNT