SHREVEPORT ASSOCIATION FOR THE BLIND CHARITABLE TRUST FUND (EIN 726032806) - 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

1965

Legal Domicile

Principal Officer

BRIAN PATCHETT

Phone

3186356471

Tax Period

2024-01-01 to 2024-12-31

SHREVEPORT ASSOCIATION FOR THE BLIND CHARITABLE TRUST FUND, founded in 1965, is a small nonprofit that reported $284K in total revenue in fiscal year 2024. The organization ran a surplus of $124K, a strong 44% operating margin.

Mission

TO PROVIDE FINANCIAL SUPPORT TO THE LOUISIANA ASSOCIATION FOR THE BLIND IN SHREVEPORT, LOUISIANA.

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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 $0

Program Service Revenue $0

Investment Income $283,647

Other Revenue $0

TOTAL REVENUE $283,647

Expense Breakdown

Grants Paid $144,538

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $144,538

Other Expenses $15,528

TOTAL EXPENSES $160,066

Year-over-Year Comparison

	2024	2023	Change
Revenue	$283,647	$-22,977	-13.3%
Expenses	$160,066	$11,767	+12.6%
Net Income	$123,581	$-34,744	-4.6%

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

$317,626

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA JOHNSON	DIRECTOR	0.50	Director	$0	$0	$0
RENEE KING	DIRECTOR	0.50	Director	$0	$0	$0
GERI VENABLE	DIRECTOR	0.50	Director	$0	$0	$0
SARAH CHAUDHARI	DIRECTOR	0.50	Director	$0	$0	$0
JIMBO YOCOM	DIRECTOR	0.50	Director	$0	$0	$0
AMANDA NOTTINGHAM	DIRECTOR	0.50	Director	$0	$0	$0
WILLIAM SMITH	IMMEDIATE PAST CHAIR	0.50	Officer	$0	$0	$0
JOSH TRAHAN	CHAIR, SECRETARY	0.50	Officer	$0	$0	$0
BRIAN PATCHETT	PRESIDENT & CEO	0.50	Officer	$0	$0	$317,626

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	$283,647	$160,066	$3,967,263	$123,581
2023	$-22,977	$11,767	$2,890,761	$-34,744
2022	$137,279	$12,118	$2,605,666	$125,161
2021	$191,385	$11,484	$3,186,493	$179,901
2020	$277,202	$11,022	$2,508,208	$266,180
2019	$120,134	$10,099	$2,133,951	$110,035
2018	$37,578	$12,760	$1,703,665	$24,818

SHREVEPORT ASSOCIATION FOR THE BLIND CHARITABLE TRUST FUND