SOUTHLAKE WOMEN'S CLUB FOUNDATION (EIN 300085096) - 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

2002

Legal Domicile

Principal Officer

KAREN PARRISH

Phone

9085819053

Tax Period

2023-07-01 to 2024-06-30

SOUTHLAKE WOMEN'S CLUB FOUNDATION, founded in 2002, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $263K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $235K left a modest 11% surplus.

Mission

TO RAISE FUNDS TO BENEFIT LOCAL CHARITIES.

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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 $214,205

Program Service Revenue $0

Investment Income $2,852

Other Revenue $46,028

TOTAL REVENUE $263,085

Expense Breakdown

Grants Paid $50,900

Salaries & Benefits $0

Fundraising Expenses $36,355

Program Expenses $196,682

Other Expenses $184,317

TOTAL EXPENSES $235,217

Year-over-Year Comparison

	2023	2022	Change
Revenue	$263,085	$226,763	+0.2%
Expenses	$235,217	$221,886	+0.1%
Net Income	$27,868	$4,877	+4.7%

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

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
KAREN PARRISH	PRESIDENT	N/A	Officer	$0	$0	$0
HELEN WONG	TREASURER	N/A	Officer	$0	$0	$0
LORI BURR	PARLIAMENTAR	N/A	Officer	$0	$0	$0
LORI BURR	SECRETARY	N/A	Officer	$0	$0	$0
VICKY STROPES	INTERNAL COM	N/A	Officer	$0	$0	$0
STEPHANIE HODGES	SCHOLARSHIPS	N/A	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	$263,085	$235,217	$207,361	$27,868
2023	$226,763	$221,886	$179,484	$4,877
2022	$301,661	$305,941	$186,913	$-4,280
2021	$61,647	$51,091	$243,043	$10,556
2020	$192,064	$69,391	$254,047	$122,673
2019	$183,104	$196,840	$150,082	$-13,736

SOUTHLAKE WOMEN'S CLUB FOUNDATION