TREC SPECIAL EVENTS INC (EIN 464671936) - 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

2014

Legal Domicile

Principal Officer

JAMEE JOLLY

Phone

2146923600

Tax Period

2024-01-01 to 2024-12-31

TREC SPECIAL EVENTS INC, founded in 2014, is a small nonprofit in the Community Improvement sector that reported $790K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

TO ORGANIZE, PROMOTE, AND SPONSOR CHARITABLE EVENTS TO RAISE FUNDS EXCLUSIVELY TO SUPPORT AND BENEFIT TREC COMMUNITY INVESTORS.

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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 $773,356

Program Service Revenue $0

Investment Income $0

Other Revenue $16,517

TOTAL REVENUE $789,873

Expense Breakdown

Grants Paid $372,826

Salaries & Benefits $289,064

Fundraising Expenses $410,006

Program Expenses $372,826

Other Expenses $142,554

TOTAL EXPENSES $804,444

Year-over-Year Comparison

	2024	2023	Change
Revenue	$789,873	$853,622	-0.1%
Expenses	$804,444	$848,502	-0.1%
Net Income	$-14,571	$5,120	-3.8%

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

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

$832,810

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE GEISLER	CHAIRMAN	0.50	Officer Director	$0	$0	$0
STEVE ALDRICH	DIRECTOR, FIGHT NIGHT CHAIR	2.00	Officer Director	$0	$0	$0
JEFF MONTGOMERY	DIRECTOR, FIGHT NIGHT VICE CHAIR	1.00	Officer Director	$0	$0	$0
LINDA MCMAHON	PRESIDENT (UNTIL 6/30/24)	10.00	Officer	$59,396	$8,471	$246,056
SUMMER LOVELAND	TREASURER	8.00	Officer	$58,557	$23,342	$316,123
AMY STOVALL	SECRETARY	5.60	Officer	$14,079	$25,234	$125,800
FELICIA PIERSON	SECRETARY (UNTIL 8/7/24)	0.25	Officer	$0	$7,133	$70,551
JAMEE JOLLY	PRESIDENT	10.00	Officer	$18,156	$1,657	$74,280

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	$789,873	$804,444	$18,293	$-14,571
2023	$853,622	$848,502	$18,491	$5,120
2022	$1,051,380	$1,059,898	$669,185	$-8,518
2021	$1,071,439	$872,119	$458,291	$199,320
2020	$200,182	$423,881	$327,507	$-223,699
2019	$1,143,852	$1,126,705	$282,369	$17,147
2018	$1,026,602	$1,027,454	$31,957	$-852

TREC SPECIAL EVENTS INC