Boerne-Samuel V Champion Charms Booster Club Inc (EIN 273311332) - 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

2010

Legal Domicile

Principal Officer

Donna Wallace

Phone

8302481075

Tax Period

2023-07-01 to 2024-06-30

Boerne-Samuel V Champion Charms Booster Club Inc, founded in 2010, is a small nonprofit in the Education sector that reported $123K in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $117K left a modest 5% surplus.

Mission

Provide support to Boerne Samuel V Champion High School dance team.

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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 $54,487

Program Service Revenue $20,451

Investment Income $0

Other Revenue $48,422

TOTAL REVENUE $123,360

Expense Breakdown

Grants Paid $6,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $114,356

Other Expenses $110,460

TOTAL EXPENSES $116,710

Year-over-Year Comparison

	2023	2022	Change
Revenue	$123,360	$198,775	-0.4%
Expenses	$116,710	$198,356	-0.4%
Net Income	$6,650	$419	+14.9%

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

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
Donna Wallace	President	1.00	Officer Director	$0	$0	$0
Valerie Henry	VP Parent Involvement	1.00	Officer Director	$0	$0	$0
Kelly Stewart	VP Fundraising	1.00	Officer Director	$0	$0	$0
Rosie Johnson	VP Communications	1.00	Officer Director	$0	$0	$0
Karen Kochheiser	Treasurer	1.00	Officer Director	$0	$0	$0
Sharon Barter	Treasurer-Elect	1.00	Officer Director	$0	$0	$0
Tracy Schultz	Secretary	1.00	Officer 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	No data	No data	No data	No data
2024	$123,360	$116,710	$89,911	$6,650
2023	$198,775	$198,356	$63,991	$419

Boerne-Samuel V Champion Charms Booster Club Inc