SAN ANTONIO ESTATE PLANNERS COUNCIL (EIN 742077306) - 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

1964

Legal Domicile

Principal Officer

MICHAEL SIERRA

Phone

2106504455

Tax Period

2024-07-01 to 2025-06-30

SAN ANTONIO ESTATE PLANNERS COUNCIL, founded in 1964, is a micro nonprofit that reported $78K in total revenue in fiscal year 2024. Revenue fell 67% from the prior year — a significant decline worth monitoring. Expenses of $92K exceeded revenue, resulting in a 18% operating deficit.

Mission

TO PROMOTE/PROVIDE EDUCATION IN ESTATE PLANNING

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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 $78,180

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $78,180

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $92,452

Other Expenses $92,452

TOTAL EXPENSES $92,452

Year-over-Year Comparison

	2024	2023	Change
Revenue	$78,180	$238,745	-0.7%
Expenses	$92,452	$190,531	-0.5%
Net Income	$-14,272	$48,214	-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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL R SIERRA	PRESIDENT	2.00	Officer	$0	$0	$0
KIM C FORD	VICE PRESIDENT	2.00	Officer	$0	$0	$0
KIMBERLY FORD	SECRETARY	2.00	Officer	$0	$0	$0
BLAKE BRATCHER	TREASURER	2.00	Officer	$0	$0	$0
TANYA E FEINLEIB	IMMEDIATE PAST PRESIDENT	1.00	Officer	$0	$0	$0
KRISTIN CARLTON	GOVERNOR	1.00	Director	$0	$0	$0
KALYN CARROLL	GOVERNOR	1.00	Director	$0	$0	$0
MICHELLE CASILLAS	GOVERNOR	1.00	Director	$0	$0	$0
ROBERTA COWART	GOVERNOR	1.00	Director	$0	$0	$0
AMELIA EDELMAN	GOVERNOR	1.00	Director	$0	$0	$0
LAUREN MILLER	GOVERNOR	1.00	Director	$0	$0	$0
CHARLOTTE B MILNER	GOVERNOR	1.00	Director	$0	$0	$0
AMBER NELSON RAMSEY	GOVERNOR	1.00	Director	$0	$0	$0
JANUARY SMITH IV	GOVERNOR	1.00	Director	$0	$0	$0
RICHARD D SOAT	GOVERNOR	1.00	Director	$0	$0	$0
ELIZABETH C STRAIT	GOVERNOR	1.00	Director	$0	$0	$0
SUSAN WIESNER	GOVERNOR	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	$78,180	$92,452	$226,675	$-14,272
2024	No data	No data	No data	No data
2023	$86,438	$67,706	$192,733	$18,732
2022	$200,435	$147,902	$174,001	$52,533
2021	$1,275	$23,129	$121,468	$-21,854
2020	$201,431	$152,040	$143,322	$49,391

SAN ANTONIO ESTATE PLANNERS COUNCIL