The Houston Seminar (EIN 741929539) - 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

1977

Legal Domicile

Principal Officer

Katherine Kohlmeyer

Phone

7136669000

Tax Period

2024-06-01 to 2025-05-31

The Houston Seminar, founded in 1977, is a small nonprofit that reported $255K in total revenue in fiscal year 2024. The organization ran a surplus of $45K, a strong 18% operating margin.

Mission

Educational

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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 $250,935

Investment Income $4,317

Other Revenue $0

TOTAL REVENUE $255,252

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $124,812

Other Expenses $210,300

TOTAL EXPENSES $210,300

Year-over-Year Comparison

	2024	2023	Change
Revenue	$255,252	$260,553	0.0%
Expenses	$210,300	$250,001	-0.2%
Net Income	$44,952	$10,552	+3.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ann Watson	Secretary	3.00	Officer Director	$0	$0	$0
Lisa Roy	Director	2.00	Director	$0	$0	$0
Hadia Mawlawi	Vice President	5.00	Officer Director	$0	$0	$0
Vallette Windham	Director	1.00	Director	$0	$0	$0
Barbara Catechis	Director	5.00	Director	$0	$0	$0
Elizabeth Crowell	President	5.00	Officer Director	$0	$0	$0
Carol Price	Director	2.00	Director	$0	$0	$0
Vera Baker	Director	1.00	Director	$0	$0	$0
Marta Galicki	Director	2.00	Director	$0	$0	$0
Doreen Stoller	Director	2.00	Director	$0	$0	$0
Anne Furse	Director	3.00	Director	$0	$0	$0
Carlisle Vandervoort	Director	1.00	Director	$0	$0	$0
Erika de la Garza	Director	1.00	Director	$0	$0	$0
Nancy Manderson	Director	1.00	Director	$0	$0	$0
Janet Clark	Treasurer	3.00	Officer Director	$0	$0	$0
Judy Nyquist	Director	2.00	Director	$0	$0	$0
Lourdes Remond	Director	1.00	Director	$0	$0	$0
Lynn Kelly	Director	3.00	Director	$0	$0	$0
Rainey Knudson	Director	1.00	Director	$0	$0	$0
Phoebe Tudor	Director	2.00	Director	$0	$0	$0
Katherine Kohlmeyer	Director	3.00	Director	$0	$0	$0
Gastonia Goodman	Director	1.00	Director	$0	$0	$0
Marcela Descalzi Brave	Director	1.00	Director	$0	$0	$0
Bess Wareing	Director	1.00	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	$255,252	$210,300	$293,801	$44,952
2024	$260,553	$250,001	$253,309	$10,552
2023	$230,910	$217,469	$239,607	$13,441
2019	$214,509	$199,400	$308,987	$15,109
2018	$307,797	$209,422	$292,107	$98,375

The Houston Seminar