GOLDEN TRIANGLE BUSINESS ROUNDTABLE

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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

KATIE CELLI

Phone

4097273586

Tax Period

2024-01-01 to 2024-12-31

GOLDEN TRIANGLE BUSINESS ROUNDTABLE, founded in 2014, is a small nonprofit in the Community Improvement sector that reported $229K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $209K left a modest 9% surplus.

Mission

THE GOLDEN TRIANGLE BUSINESS ROUNDTABLE WILL PROMOTE COST EFFECTIVE CONSTRUCTION AND MAINTENANCE IN THE GOLDEN TRIANGLE AREA THROUGH THE COOPERATIVE EFFORTS OF OWNERS AND CONTRACTORS FOR THE BENEFIT OF ITS MEMBERS AND THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $174,484 Revenue: $97,602

1. TO PROMOTE EFFICIENCY IN PUBLIC AND PRIVATE CONSTRUCTION IN SOUTHEAST TEXAS THROUGH THE COLLECTION, ANALYSIS, AND REPORTING OF INDUSTRY ACTIVITIES AND PROBLEMS. 2. TO GATHER AND DISSEMINATE...

1. TO PROMOTE EFFICIENCY IN PUBLIC AND PRIVATE CONSTRUCTION IN SOUTHEAST TEXAS THROUGH THE COLLECTION, ANALYSIS, AND REPORTING OF INDUSTRY ACTIVITIES AND PROBLEMS. 2. TO GATHER AND DISSEMINATE INFORMATION TO ITS MEMBERSHIP, AND WHERE APPROPRIATE TO THE PUBLIC, ON MATTERS AFFECTING THE CONSTRUCTION INDUSTRY OF SOUTHEAST TEXAS SUCH AS PROPOSED LEGISLATION, TRENDS IN COLLECTIVE BARGAINING, WAGE, AND BENEFIT SCALES, AND WORK PRACTICES.

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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 $115,583

Program Service Revenue $97,602

Investment Income $2,529

Other Revenue $13,323

TOTAL REVENUE $229,037

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $174,484

Other Expenses $208,790

TOTAL EXPENSES $208,790

Year-over-Year Comparison

	2024	2023	Change
Revenue	$229,037	$199,420	+0.1%
Expenses	$208,790	$189,431	+0.1%
Net Income	$20,247	$9,989	+1.0%

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
KATIE CELLI	EXECUTIVE DI	10.00	Officer Director	$0	$0	$0
DANIEL MISKO	CHAIRPERSON	0.50	Officer Director	$0	$0	$0
DRAKE THIBODAUX	TREASURER	0.50	Officer Director	$0	$0	$0
SHELLY VITANZA	COMMUNICATIO	0.50	Officer Director	$0	$0	$0
JOHN DURKAY	LEGAL COUNSE	1.00	Officer Director	$0	$0	$0
ALENA SAVOIE	SAFETY	0.50	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
2024	$229,037	$208,790	$453,642	$20,247
2023	$199,420	$189,431	$330,819	$9,989
2022	$197,523	$206,692	$340,853	$-9,169
2021	$194,315	$215,292	$338,154	$-20,977