SOPHIENBURG MEMORIAL ASSOCIATION (EIN 741978227) - 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

1933

Legal Domicile

Principal Officer

LINDSAY HAAS

Phone

8302379611

Tax Period

2023-01-01 to 2023-12-31

SOPHIENBURG MEMORIAL ASSOCIATION, founded in 1933, is a small nonprofit in the Arts, Culture & Humanities sector that reported $656K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $230K, a strong 35% operating margin.

Mission

TO PRESERVE AND INSPIRE AN INTEREST IN THE HISTORY AND CULTURE OF THE NEW BRAUNFELS AREA AND PROMOTE THE COMMUNITY'S RICH HISTORICAL LEGACY

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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 $285,025

Program Service Revenue $35,677

Investment Income $2,688

Other Revenue $332,703

TOTAL REVENUE $656,093

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $228,468

Fundraising Expenses $0

Program Expenses $363,201

Other Expenses $196,227

TOTAL EXPENSES $425,695

Year-over-Year Comparison

	2023	2022	Change
Revenue	$656,093	$486,603	+0.3%
Expenses	$425,695	$386,043	+0.1%
Net Income	$230,398	$100,560	+1.3%

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

Volunteers

N/A

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

$50,620

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDSAY HAAS	PRESIDENT	1.00	Officer Director	$0	$0	$0
DEAN BRAUNE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MELISSA MYERS WILSON	SECRETARY	1.00	Officer Director	$0	$0	$0
STEPHEN HANZ	TREASURER	1.00	Officer Director	$0	$0	$0
LONNY ALEMAN	DIRECTOR	1.00	Director	$0	$0	$0
GRGEGG GOEBEL	DIRECTOR	1.00	Director	$0	$0	$0
BENNO ENGEL	DIRECTOR	1.00	Director	$0	$0	$0
STUART HANSMANN	DIRECTOR	1.00	Director	$0	$0	$0
TERESA JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW NOONAN	DIRECTOR	1.00	Director	$0	$0	$0
NEIL LINNARTZ	DIRECTOR	1.00	Director	$0	$0	$0
GINGER TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
AMY TIEMANN	DIRECTOR	1.00	Director	$0	$0	$0
KIM WERSTERFER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID PFEUFFER	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER SINGLETERRY	EXECUTIVE DIRECTOR	40.00	Director	$50,620	$0	$50,620
TARA V KOHLENBERG	FORMER EXECUTIVE DIRECTOR	40.00		$22,674	$0	$22,674

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	No data	No data	No data	No data
2023	$656,093	$425,695	$3,764,848	$230,398
2022	$486,603	$386,043	$3,531,128	$100,560
2021	$625,149	$340,987	$3,526,919	$284,162
2020	$236,912	$316,833	$3,294,702	$-79,921
2019	$483,553	$344,844	$3,194,933	$138,709
2018	$375,705	$338,347	$2,999,992	$37,358

SOPHIENBURG MEMORIAL ASSOCIATION