CHOOSE TO SUCCEED INC (EIN 383892964) - 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

2012

Legal Domicile

Principal Officer

LYNDA CABELL

Phone

2102252243

Tax Period

2018-01-01 to 2018-12-31

CHOOSE TO SUCCEED INC, founded in 2012, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $328K in total revenue in fiscal year 2018. Revenue fell 82% from the prior year — a significant decline worth monitoring. Expenses of $404K exceeded revenue, resulting in a 23% operating deficit.

Mission

TO ENSURE THAT EVERY FAMILY HAS ACCESS TO EXCEPTIONAL, TUITION-FREE PUBLIC EDUCATION OPTIONS BY ATTRACTING THE NATION'S BEST PUBLIC CHARTER SCHOOLS TO SAN ANTONIO, TX.

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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 (2018)

Revenue Breakdown

Contributions & Grants $328,434

Program Service Revenue $0

Investment Income $-75

Other Revenue $0

TOTAL REVENUE $328,359

Expense Breakdown

Grants Paid $200,000

Salaries & Benefits $168,304

Fundraising Expenses $4,437

Program Expenses $343,732

Other Expenses $35,396

TOTAL EXPENSES $403,700

Year-over-Year Comparison

	2018	2017	Change
Revenue	$328,359	$1,820,646	-0.8%
Expenses	$403,700	$334,022	+0.2%
Net Income	$-75,341	$1,486,624	-1.1%

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

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

$1,200,681

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE LEWIS	CHAIR	1.00	Officer Director	$0	$0	$0
WILLIAM S HARTE	SECRETARY	1.00	Officer Director	$0	$0	$0
VICTORIA B RICO	BOARD MEMBER	1.00	Director	$0	$0	$0
GEORGE PEDRAZA	BOARD MEMBER	1.00	Director	$0	$0	$0
HENRY B GONZALEZ III	TREASURER	1.00	Officer Director	$0	$0	$0
MATTHEW RANDAZZO UNTIL 0322	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CHRISTOPHER HAASS	PRESIDENT/CEO	40.00	Officer	$131,835	$5,427	$137,262
REBECCA BRUNE - SAAFND	PRESIDENT/COO	1.00	Officer	$0	$18,172	$303,056
LYNDA CABELL - SAAFND	CFO	1.00	Officer	$0	$8,502	$220,717
ARENDA BURNS - SAAFND	VP OF HR & ORGANIZATIONAL DEVELOPMENT	1.00	Officer	$0	$16,304	$171,079
LISA BRUNSVOLD - SAAFND	VP OF DEVELOPMENT & DONOR SERVICES	1.00	Officer	$0	$15,671	$170,590
REBECCA HELTERBRAND - SAAFND	VP OF STRATEGY & INNOVATION	1.00	Officer	$0	$9,350	$161,940
PATRICIA MEJIA - SAAFND	VP OF COMMUNITY ENGAGEMENT & IMPACT	1.00	Officer	$0	$35	$36,037
APRIL HANSARD - SAAFND	CONTROLLER	1.00	Highest	$0	$11,839	$136,923

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
2018	$328,359	$403,700	$1,701,188	$-75,341

CHOOSE TO SUCCEED INC