Sales & Marketing Executives of Greater Baton Rouge (EIN 721167292) - 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

Legal Domicile

Principal Officer

NANCY CARTER

Phone

2253338288

Tax Period

2023-07-01 to 2024-06-30

Sales & Marketing Executives of Greater Baton Rouge is a micro nonprofit in the Community Improvement sector that reported $67K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $74K exceeded revenue, resulting in a 10% operating deficit.

Mission

To provide members opportunities for education and networking events in sales and marketing

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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 (2023)

Revenue Breakdown

Contributions & Grants $57,263

Program Service Revenue $9,661

Investment Income $0

Other Revenue $0

TOTAL REVENUE $66,924

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,635

Other Expenses $73,839

TOTAL EXPENSES $73,839

Year-over-Year Comparison

	2023	2022	Change
Revenue	$66,924	$59,658	+0.1%
Expenses	$73,839	$57,083	+0.3%
Net Income	$-6,915	$2,575	-3.7%

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

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

$24,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY CARTER	Executive Director	10.00	Officer	$24,000	$0	$24,000
KELLY RANDOW	Past President	1.000		$0	$0	$0
STEPHEN DAVID	Director	1.000	Director	$0	$0	$0
LAURA P THOMAS	Director	1.000	Director	$0	$0	$0
CHASE CHABAUD	Director	1.000	Director	$0	$0	$0
KENDALL DENNEY	Director	1.000	Director	$0	$0	$0
SHANNON RASBURY	Director	1.000	Director	$0	$0	$0
MELISSA MCWHIRTER	Director	1.000	Director	$0	$0	$0
MONICA ROGERS	Immed Past President	2.000		$0	$0	$0
DARBY BARONET	Director	1.000	Director	$0	$0	$0
AARON GLEIBERMANM	Director	1.000	Director	$0	$0	$0
LISA O'DEAY	President	5.000	Officer	$0	$0	$0
ERIC ELLIS	Director	1.000	Officer Director	$0	$0	$0
NANCY ELLIS	Director	1.000	Director	$0	$0	$0
CASSI FORTNER	Director	1.000	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
2025	No data	No data	No data	No data
2024	$66,924	$73,839	$20,724	$-6,915

Sales & Marketing Executives of Greater Baton Rouge