COMMUNITY CHEST OF SAN ANTONIO TR F0156100 (EIN 746092421) - 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

1968

Legal Domicile

Principal Officer

DEBBIE BROEMSEN

Phone

2102204623

Tax Period

2024-05-01 to 2025-04-30

COMMUNITY CHEST OF SAN ANTONIO TR F0156100, founded in 1968, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $35K in total revenue in fiscal year 2024. Revenue surged 64% from the prior year, signaling strong growth momentum. Expenses of $42K exceeded revenue, resulting in a 22% operating deficit.

Mission

FOR PURPOSES OF FORM 990, WILL REFER TO FROST BANK, THE INSTITUTIONAL TRUSTEE OF THIS CHARITABLE TRUST. FROST BANK CARRIES OUT THE DIRECTIONS PROVIDED IN THE GOVERNING DOCUMENT OF THE TRUST. THE TESTAMENTARY TRUST WAS ESTABLISHED TO SUPPORT THE COMMUNITY CHEST OF SAN ANTONIO NOW KNOWN AS THE UNITED WAY OF SAN ANTONIO.

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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 $0

Investment Income $34,706

Other Revenue $0

TOTAL REVENUE $34,706

Expense Breakdown

Grants Paid $38,043

Salaries & Benefits $2,267

Fundraising Expenses $0

Program Expenses $38,043

Other Expenses $2,150

TOTAL EXPENSES $42,460

Year-over-Year Comparison

	2024	2023	Change
Revenue	$34,706	$21,217	+0.6%
Expenses	$42,460	$40,720	+0.0%
Net Income	$-7,754	$-19,503	-0.6%

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

N/A

Independent Members

N/A

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
DEBBIE BROEMSEN	TRUSTEE	40.0		$2,268	$0	$2,268

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	$34,706	$42,460	$970,304	$-7,754
2024	$21,217	$40,720	$978,058	$-19,503
2023	$-2,426	$46,071	$997,561	$-48,497
2022	$227,093	$33,762	$1,046,058	$193,331
2021	$58,503	$32,224	$852,727	$26,279

COMMUNITY CHEST OF SAN ANTONIO TR F0156100