TREATY OAK CHAPTER OF THE AMERICAN… - 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

1975

Legal Domicile

Principal Officer

ROCHELLE BOGATZ

Phone

5127514616

Tax Period

2024-08-01 to 2025-07-31

TREATY OAK CHAPTER OF THE AMERICAN BUSINESS WOMEN'S ASSOCIATION, founded in 1975, is a small nonprofit that reported $121K in total revenue in fiscal year 2024. The organization ran a surplus of $45K, a strong 37% operating margin.

Mission

FOSTERING ACADEMIC ACHIEVEMENT AND CIVIC INVOLVEMENT IN CONNECTION IN CONNECTION WITH THE UTILIZATION OF BUSINESS WOMEN IN AUSTIN AND CENTRAL TEXAS.

Program Service Accomplishments

Program 1

Expenses: $37,200

SCHOLARSHIP PROGRAM - TO PROVIDE SCHOLARSHIPS TO INDIVIDUALS BASED UPON ACEDEMIC ACHIEVEMENT, FINANCIAL NEED AND CIVIC INVOLVEMENT.

Program 2

Expenses: $16,545

CIVIC SUPPORT - TO DONATE FUNDS TO VARIOUS CHARITIES BASED UPON FINANCIAL NEED AND SEVICE ACCOMPLISHMENTS.

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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 $144

Program Service Revenue $0

Investment Income $4

Other Revenue $120,363

TOTAL REVENUE $120,511

Expense Breakdown

Grants Paid $37,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $53,745

Other Expenses $38,219

TOTAL EXPENSES $75,419

Year-over-Year Comparison

	2024	2023	Change
Revenue	$120,511	$111,835	+0.1%
Expenses	$75,419	$144,386	-0.5%
Net Income	$45,092	$-32,551	-2.4%

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
ROCHELLE BOGATZ	PRESIDENT	2.00	Officer	$0	$0	$0
ANNA MARIA GARCIA	VICE PRESIDENT	2.00	Officer	$0	$0	$0
LAURIE ECKWAHL	SECRETARY	2.00	Officer	$0	$0	$0
BONITA BARR	TREASURER	2.00	Officer	$0	$0	$0
DEBORAH MAY	SEARGENT AT ARMS	2.00	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	$120,511	$75,419	$127,039	$45,092
2024	$111,835	$144,386	$81,978	$-32,551
2023	$140,526	$120,756	$118,384	$19,770
2022	$161,941	$225,253	$120,051	$-63,312
2021	$95,799	$86,995	$159,346	$8,804
2020	$64,502	$95,415	$89,051	$-30,913

TREATY OAK CHAPTER OF THE AMERICAN BUSINESS WOMEN'S ASSOCIATION