SUN BELT CONFERENCE (EIN 582085078) - 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

1976

Legal Domicile

Principal Officer

HERBERT L CARTER III

Phone

5042999066

Tax Period

2024-07-01 to 2025-06-30

SUN BELT CONFERENCE, founded in 1976, is a mid-sized nonprofit in the Recreation & Sports sector that reported $57.2M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $55.4M left a modest 3% surplus.

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 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 $18,514,288

Program Service Revenue $38,059,878

Investment Income $308,526

Other Revenue $330,931

TOTAL REVENUE $57,213,623

Expense Breakdown

Grants Paid $41,401,730

Salaries & Benefits $3,014,311

Fundraising Expenses $0

Program Expenses $55,066,948

Other Expenses $10,685,636

TOTAL EXPENSES $55,370,412

Year-over-Year Comparison

	2024	2023	Change
Revenue	$57,213,623	$46,984,155	+0.2%
Expenses	$55,370,412	$48,000,741	+0.2%
Net Income	$1,843,211	$-1,016,586	-2.8%

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

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

$1,215,203

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 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
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
HEATHER NORRIS	VICE-PRESIDENT	5.00	Officer Director	$0	$0	$0
JAMES SCHMIDT	OFFICER	5.00	Officer Director	$0	$0	$0
HERBERT L CARTER III	A. COMMISSIONER/CFO	50.00	Key Emp	$198,619	$43,211	$241,830
KEITH GILL	COMMISSIONER	50.00	Key Emp	$890,473	$82,900	$973,373
KATHY KEENE	DEPUTY COMMISSIONER	50.00	Highest	$262,469	$49,275	$311,744
SAMUEL KNEHANS	SENIOR ASSOCIATE COMMISSIO	50.00	Highest	$122,902	$33,342	$156,244
TRAVIS LLEWELLYN	SENIOR ASSOCIATE COMMISSIO	50.00	Highest	$138,831	$29,550	$168,381
MAURA SMITH	ASSOCIATE COMMISSIONER	50.00	Highest	$111,077	$32,881	$143,958

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
2025	$57,213,623	$55,370,412	$19,553,565	$1,843,211
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