SAN ANTONIO BUILDING OWNERS AND MA… - Form 990 Financial Data

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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

1968

Legal Domicile

Principal Officer

VICTORIA RODRIGUEZ

Phone

2108224499

Tax Period

2024-01-01 to 2024-12-31

SAN ANTONIO BUILDING OWNERS AND MANAGERS, founded in 1968, is a small nonprofit that reported $397K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

BOMA SAN ANTONIO IS DEDICATED TO REPRESENTING AND ADVANCING COMMERCIAL REAL ESTATE THROUGH LEADERSHIP, ADVOCACY, EDUCATION, AND COLLABORATION.

Program Service Accomplishments

Program 1

Expenses: $81,799 Revenue: $15,650

PROVIDE ONGOING TRAINING, LITERATURE, GROUP AND CONFERENCE MEETINGS, AND RELATED INFORMATION REGARDNG THE LOCAL REAL ESTATE MARKET AND MANAGEMENT, AS WELL AS FEDERAL REGULATIONS AFFECTING THE...

PROVIDE ONGOING TRAINING, LITERATURE, GROUP AND CONFERENCE MEETINGS, AND RELATED INFORMATION REGARDNG THE LOCAL REAL ESTATE MARKET AND MANAGEMENT, AS WELL AS FEDERAL REGULATIONS AFFECTING THE INDUSTRY. PROVIDE NUMEROUS REAL PROPERTY ADMINISTRATOR (RPA) COURSES TAUGHT IN LOCAL CLASSROOM GROUPS. COMPLETION OF RPA COURSES IS ACCREPTED BY THE TEXAS REAL ESTATE COMMISSION FOR REAL ESTATE LICENSE RENEWAL.

Program 2

Expenses: $76,610 Revenue: $76,912

MONTHLY LUNCHEONS: PROVIDE NETWORKING WITH OTHERS WHO SHARE A COMMON CONCERN; INCLUDES A GUEST SPEAKER DISCUSSING TOPICS RELEVANT TO THE INDUSTRY.

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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 $309,575

Investment Income $2,087

Other Revenue $85,766

TOTAL REVENUE $397,428

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $158,409

Other Expenses $408,521

TOTAL EXPENSES $408,521

Year-over-Year Comparison

	2024	2023	Change
Revenue	$397,428	$339,550	+0.2%
Expenses	$408,521	$448,362	-0.1%
Net Income	$-11,093	$-108,812	-0.9%

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

100

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

$97,550

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VICTORIA RODRIGUEZ	Executive Dir.	40.00	Officer	$97,550	$0	$97,550
CINDY CHALKER-WILLIAMS	President	2.00	Officer Director	$0	$0	$0
JENNIFER RYAN	Vice President	2.00	Officer Director	$0	$0	$0
REBECCA HUTCHINS	SEC/TREASURER	2.00	Officer Director	$0	$0	$0
JEANNINE BEAN	Director	2.00	Director	$0	$0	$0
BRITNEY BRANTLEY	Director	2.00	Director	$0	$0	$0
CRYSTAL JONES	Director	2.00	Director	$0	$0	$0
DAPHNE SHEPARD-TAYLOR	Director	2.00	Director	$0	$0	$0
CHAS ANGELINI	Director	2.00	Director	$0	$0	$0
MICHELLE BOLT	Director	2.00	Director	$0	$0	$0
KRISTA DORN	Director	2.00	Director	$0	$0	$0
CARLY FISH	Director	2.00	Director	$0	$0	$0
DARYN MIEURE	EX-OFFICIO	2.00	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
2024	$397,428	$408,521	$472,784	$-11,093
2023	$339,550	$448,362	$339,917	$-108,812
2022	$349,810	$391,010	$370,659	$-41,200
2021	$301,328	$265,717	$411,965	$35,611
2020	$256,029	$231,971	$350,322	$24,058
2019	$306,296	$279,965	$322,491	$26,331
2018	$277,112	$299,958	$312,217	$-22,846

SAN ANTONIO BUILDING OWNERS AND MANAGERS