SOUTHLAKE CHAMBER OF COMMERCE (EIN 751919765) - 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

1983

Legal Domicile

Principal Officer

MARK GUILBERT

Phone

8174818200

Tax Period

2024-07-01 to 2025-06-30

SOUTHLAKE CHAMBER OF COMMERCE, founded in 1983, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

Mission

TO PROMOTE THE WELL-BEING OF ITS MEMBERS AND THE SOUTHLAKE, TX AREA BY ENCOURAGING THE GROWTH OF EXISTING BUSINESSES WHILE ATTRACTING NEW FIRMS AND INDIVIDUALS.

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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 $432,069

Program Service Revenue $1,146,713

Investment Income $12,020

Other Revenue $93,916

TOTAL REVENUE $1,684,718

Expense Breakdown

Grants Paid $0

Salaries & Benefits $460,676

Fundraising Expenses $0

Other Expenses $1,211,817

TOTAL EXPENSES $1,672,493

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,684,718	$1,842,587	-0.1%
Expenses	$1,672,493	$1,646,114	+0.0%
Net Income	$12,225	$196,473	-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

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

$167,279

Total Directors

$167,279

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK GUILBERT	PRESIDENT/CE	40.00	Officer Director	$167,279	$0	$167,279
KUSH RAO	CHAIRMAN	2.00	Officer Director	$0	$0	$0
MICHELLE KRENEK	RETENTION/IN	1.00	Officer Director	$0	$0	$0
BOB SIFFERMANN	TREASURER	1.00	Officer Director	$0	$0	$0
LISA H HARRINGTON	PARLIAMENTAR	1.00	Officer Director	$0	$0	$0
BENSON CHACKO	DIRECTOR	1.00	Director	$0	$0	$0
REV SAM ROBBINS	DIRECTOR	1.00	Director	$0	$0	$0
JANICE HORAK	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA BARKSDALE	DIRECTOR	1.00	Director	$0	$0	$0
BUCK GIESEKE	DIRECTOR	1.00	Director	$0	$0	$0
GARY FICKES	DIRECTOR	1.00	Director	$0	$0	$0
DIANA MCWILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
FUNMI AKINTADE	DIRECTOR	1.00	Director	$0	$0	$0
PAUL BARHAM	DIRECTOR	1.00	Director	$0	$0	$0
LYNDA WARNER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT A TYSON	DIRECTOR	1.00	Director	$0	$0	$0
JARED STANYER	DIRECTOR	1.00	Director	$0	$0	$0
PAUL ALWINE	DIRECTOR	1.00	Director	$0	$0	$0
CHARLIE MCCASLIN	EX-OFFICIO	1.00	Director	$0	$0	$0
SHAWN MCCASKILL	EX-OFFICIO	1.00	Director	$0	$0	$0
DANIEL CORTEZ	EX-OFFICIO	1.00	Director	$0	$0	$0
JOHN FLETCHER	EX-OFFICIO	1.00	Director	$0	$0	$0
IAN MACLEAN	EX-OFICCIO	1.00	Director	$0	$0	$0
VICTORIA MEAGHER	EX-OFFICIO	1.00	Director	$0	$0	$0
RONAK KOTHARI	EX-OFFICIO	1.00	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
2025	$1,684,718	$1,672,493	$745,399	$12,225
2024	$1,842,587	$1,646,114	$762,672	$196,473
2023	$1,472,719	$1,520,751	$541,647	$-48,032
2022	$1,482,788	$1,413,371	$600,509	$69,417
2021	$466,597	$651,849	$609,976	$-185,252
2019	$1,319,625	$1,318,329	$636,914	$1,296
2018	$1,438,445	$1,231,365	$686,428	$207,080

SOUTHLAKE CHAMBER OF COMMERCE