SURPLUS LINES STAMPING OFFICE OF TEXAS (EIN 742484441) - 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

1987

Legal Domicile

Principal Officer

GREG BRANDON

Phone

5125311862

Tax Period

2024-01-01 to 2024-12-31

SURPLUS LINES STAMPING OFFICE OF TEXAS, founded in 1987, is a community nonprofit in the Mutual Benefit sector that reported $8.8M in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Net assets of $39.8M represent 54 months of operating reserves.

Mission

TO PROVIDE OUR BUSINESS PARTNERS WITH MEANINGFUL DATA, ANALYSIS, AND EDUCATIONAL RESOURCES TO EMPOWER THEIR DECISIONS.

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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 $7,480,185

Investment Income $1,344,212

Other Revenue $0

TOTAL REVENUE $8,824,397

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,571,949

Fundraising Expenses $0

Program Expenses $7,465,418

Other Expenses $2,906,577

TOTAL EXPENSES $9,478,526

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,824,397	$11,690,649	-0.2%
Expenses	$9,478,526	$8,719,591	+0.1%
Net Income	$-654,129	$2,971,058	-1.2%

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

$1,559,612

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG BRANDON	EXECUTIVE DIRECTOR	40.00	Director	$422,343	$54,349	$476,692
DONNA AUG	DIRECTOR OF FINANCE	40.00	Director	$256,787	$11,654	$268,441
SHOLONDA STONE	DIRECTOR OF ITS	40.00	Director	$251,313	$23,849	$275,162
DENISSE AMEZQUITA	DIRECTOR OF HUMAN RESOURCE	40.00	Director	$232,632	$23,849	$256,481
CHEYENNE HERRERA	DIRECTOR OF OPERATIONS	40.00	Director	$274,886	$7,950	$282,836

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	$8,824,397	$9,478,526	$41,129,922	$-654,129
2023	$11,690,649	$8,719,591	$41,558,815	$2,971,058
2022	$7,873,089	$7,534,036	$37,663,551	$339,053
2021	$7,506,175	$5,895,167	$37,353,756	$1,611,008
2020	$12,341,025	$4,631,622	$35,838,675	$7,709,403
2019	$10,528,071	$4,564,448	$28,154,968	$5,963,623
2018	$9,298,752	$3,870,994	$21,355,356	$5,427,758

SURPLUS LINES STAMPING OFFICE OF TEXAS