AUSTIN CHALK CHAPTER OF THE AMERICAN PETROLEUM INSTITUTE (EIN 742311354) - 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

1983

Legal Domicile

Principal Officer

GREG STRICKLAND

Phone

9795409438

Tax Period

2025-01-01 to 2025-12-31

AUSTIN CHALK CHAPTER OF THE AMERICAN PETROLEUM INSTITUTE, founded in 1983, is a micro nonprofit that reported $89K in total revenue in fiscal year 2025. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $15K, a strong 17% operating margin.

Mission

PROMOTE FREE EXCHANGE OF IDEAS AMONG MEMBERS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $4,104

Program Service Revenue $0

Investment Income $8,316

Other Revenue $76,678

TOTAL REVENUE $89,098

Expense Breakdown

Grants Paid $67,186

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $6,721

TOTAL EXPENSES $73,907

Year-over-Year Comparison

	2025	2024	Change
Revenue	$89,098	$118,169	-0.2%
Expenses	$73,907	$61,974	+0.2%
Net Income	$15,191	$56,195	-0.7%

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

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
JIM MITSCHKE	DIRECTOR	1.00	Director	$0	$0	$0
KAT CROCKER	DIRECTOR	1.00	Director	$0	$0	$0
BENJI SCHATTE	DIRECTOR	1.00	Director	$0	$0	$0
TERESA STRICKLAND	DIRECTOR	1.00	Director	$0	$0	$0
JULIE MEACHEN	DIRECTOR	1.00	Director	$0	$0	$0
WARREN SHIRLEY	DIRECTOR	1.00	Director	$0	$0	$0
GREG STRICKLAND	PRESIDENT	1.00	Officer	$0	$0	$0
BRAD SCHMIDT	1ST VICE PRESIDENT	1.00	Officer	$0	$0	$0
IVAN FALDYN	2ND VICE PRESIDENT	1.00	Officer	$0	$0	$0
KATHLEEN BIGON	TREASURER	1.00	Officer	$0	$0	$0
NANCY ZGABAY	SECRETARY	1.00	Officer	$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	$89,098	$73,907	$396,784	$15,191
2024	$118,169	$61,974	$381,593	$56,195
2023	$77,798	$69,764	$325,398	$8,034
2022	$65,824	$65,531	$317,364	$293
2021	$66,238	$70,062	$317,071	$-3,824
2020	$24,008	$74,940	$320,895	$-50,932
2019	$60,900	$78,486	$371,827	$-17,586
2018	$51,730	$65,880	$389,413	$-14,150

AUSTIN CHALK CHAPTER OF THE AMERICAN PETROLEUM INSTITUTE