San Jacinto Chapter Daughters of the Republic of Texas (EIN 746082236) - 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

1891

Legal Domicile

Principal Officer

Gwen Koch

Phone

7135220396

Tax Period

2023-06-01 to 2024-05-31

San Jacinto Chapter Daughters of the Republic of Texas, founded in 1891, is a small nonprofit that reported $213K in total revenue in fiscal year 2023. Revenue surged 196% from the prior year, signaling strong growth momentum. The organization ran a surplus of $164K, a strong 77% operating margin.

Mission

To perpetuate the memory and spirit of the men and women who achieved and maintained the independence of Texas, to encourage historical research into the earliest records of Texas, especially those relating to the revolution of 1835 and the events which followed.

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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 $58,969

Program Service Revenue $0

Investment Income $142,144

Other Revenue $11,600

TOTAL REVENUE $212,713

Expense Breakdown

Grants Paid $13,200

Salaries & Benefits $0

Fundraising Expenses $791

Program Expenses $43,899

Other Expenses $35,133

TOTAL EXPENSES $48,333

Year-over-Year Comparison

	2023	2022	Change
Revenue	$212,713	$71,949	+2.0%
Expenses	$48,333	$64,857	-0.3%
Net Income	$164,380	$7,092	+22.2%

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

N/A

Volunteers

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
Gwen S Koch	President	20.00	Officer Director	$0	$0	$0
Jamie Moran	2nd Vice Pres.	10.00	Officer Director	$0	$0	$0
Leticia Wolter	3rd Vice Pres.	10.00	Officer Director	$0	$0	$0
Debra Grigsby	4th Vice Pres.	20.00	Officer Director	$0	$0	$0
Sharolyn Wood	5th Vice Pres.	20.00	Officer Director	$0	$0	$0
Martha Jorgensen	Director	10.00	Officer Director	$0	$0	$0
Lisa Braly	Director	10.00	Officer Director	$0	$0	$0
Susan Stormer	Corresp. Sec.	10.00	Officer Director	$0	$0	$0
Carla Brown	Treasurer	20.00	Officer Director	$0	$0	$0
Luanne Zacek	Chaplain	10.00	Officer Director	$0	$0	$0
Trudi Becht	Registrar	20.00	Officer Director	$0	$0	$0
Patti Randolph	CRT Registrar	10.00	Officer Director	$0	$0	$0
Gwen Kunz	Historian	10.00	Officer Director	$0	$0	$0
Veronica Thelen	1st Vice-Pres.	10.00	Officer Director	$0	$0	$0
Susan Caraway	Recording Sec.	10.00	Officer 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	$212,713	$48,333	$1,281,005	$164,380
2023	$71,949	$64,857	$1,130,129	$7,092
2022	$176,672	$61,893	$1,122,960	$114,779
2021	$87,601	$51,843	$1,029,094	$35,758
2020	$66,334	$59,076	$952,374	$7,258
2019	$54,552	$43,275	$945,638	$11,277
2018	$47,252	$54,106	$917,709	$-6,854

San Jacinto Chapter Daughters of the Republic of Texas