SUN BELT CONFERENCE (EIN 582085078) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

HERBERT L CARTER III

Phone

5042999066

Tax Period

2023-07-01 to 2024-06-30

SUN BELT CONFERENCE is a 501(c)(3) with EIN 582085078, based in NEW ORLEANS, LA. Founded in 1976, the organization files IRS Form 990 and reported its most recent data for fiscal year 2023. In that period, it reported $46,984,155 in total revenue and $48,000,741 in total expenses, with net assets of $11,238,133.

Mission

THE PURPOSE OF THE SUN BELT CONFERENCE SHALL BE TO ASSIST ITS MEMBER INSTITUTIONS IN THE MAINTENANCE OF PROGRAMS OF INTERCOLLEGIATE ATHLETICS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $8,683,197

Program Service Revenue $37,792,133

Investment Income $518,382

Other Revenue $-9,557

TOTAL REVENUE $46,984,155

Expense Breakdown

Grants Paid $31,175,864

Salaries & Benefits $2,751,773

Fundraising Expenses $0

Program Expenses $47,692,201

Other Expenses $13,842,136

TOTAL EXPENSES $48,000,741

Year-over-Year Comparison

	2023	2022	Change
Revenue	$46,984,155	$40,038,199	+0.2%
Expenses	$48,000,741	$37,794,575	+0.3%
Net Income	$-1,016,586	$2,243,624	-1.5%

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

100

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

$1,157,109

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR KELLY DAMPHOUSSE	PRESIDENT	5.00	Officer Director	$0	$0	$0
DR SHERI EVERTS	VICE-PRESIDENT	5.00	Officer Director	$0	$0	$0
DR KYLE MARRERO	TREASURER	5.00	Officer Director	$0	$0	$0
DR E JOSEPH SAVOIE	PAST-PRESIDENT	5.00	Officer Director	$0	$0	$0
DR TODD SHIELDS	OFFICER	5.00	Officer Director	$0	$0	$0
DR MICHAEL BENSON	OFFICER	5.00	Officer Director	$0	$0	$0
JONATHAN ALGER	OFFICER	5.00	Officer Director	$0	$0	$0
M BRIAN BLAKE	OFFICER	5.00	Officer Director	$0	$0	$0
DR RON BERRY	OFFICER	5.00	Officer Director	$0	$0	$0
BRAD SMITH	OFFICER	5.00	Officer Director	$0	$0	$0
DR BRIAN HEMPHILL	OFFICER	5.00	Officer Director	$0	$0	$0
DR JOSEPH PAUL	OFFICER	5.00	Officer Director	$0	$0	$0
DR JACK HAWKINS	OFFICER	5.00	Officer Director	$0	$0	$0
JOSIAH BONNER	OFFICER	5.00	Officer Director	$0	$0	$0
HERBERT L CARTER III	A. COMMISSIONER/CFO	50.00	Key Emp	$194,831	$40,128	$234,959
KEITH GILL	COMMISSIONER	50.00	Key Emp	$851,266	$70,884	$922,150
KATHY KEENE	DEPUTY COMMISSIONER	50.00	Highest	$252,338	$45,573	$297,911
SAMUEL KNEHANS	SENIOR ASSOCIATE COMMISSIONER	50.00	Highest	$118,159	$26,184	$144,343
TRAVIS LLEWELLYN	SENIOR ASSOCIATE COMMISSIONER	50.00	Highest	$133,587	$27,644	$161,231

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	$46,984,155	$48,000,741	$23,252,102	$-1,016,586
2023	$40,038,199	$37,794,575	$22,151,021	$2,243,624
2022	$35,403,098	$32,759,410	$19,964,832	$2,643,688
2021	$28,257,683	$27,395,925	$15,228,869	$861,758
2020	$31,584,812	$26,156,902	$14,082,662	$5,427,910
2019	$33,072,881	$31,140,341	$10,762,303	$1,932,540
2018	$27,569,859	$33,276,640	$15,470,685	$-5,706,781

SUN BELT CONFERENCE