LUFKIN HIGH SCHOOL ALUMNI ASSOCIATION (EIN 752066143) - 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

1986

Legal Domicile

Principal Officer

ANGIE ROPER

Phone

9366324155

Tax Period

2024-05-01 to 2025-04-30

LUFKIN HIGH SCHOOL ALUMNI ASSOCIATION, founded in 1986, is a small nonprofit in the Education sector that reported $480K in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. The organization ran a surplus of $108K, a strong 23% operating margin.

Mission

TO PROVIDE COLLEGE SCHOLARSHIPS FOR GRADUATES OF LUFKIN HIGH SCHOOL

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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 $171,712

Program Service Revenue $0

Investment Income $254,725

Other Revenue $54,000

TOTAL REVENUE $480,437

Expense Breakdown

Grants Paid $238,500

Salaries & Benefits $107,447

Fundraising Expenses $0

Program Expenses $238,500

Other Expenses $26,151

TOTAL EXPENSES $372,098

Year-over-Year Comparison

	2024	2023	Change
Revenue	$480,437	$400,920	+0.2%
Expenses	$372,098	$379,369	0.0%
Net Income	$108,339	$21,551	+4.0%

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

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	Role	Reportable Comp	Other Comp	Total
KIRK MATHIS	Director	Director	$0	$0	$0
DAVID ABNEY	Director	Director	$0	$0	$0
JENNIFER PARHAM	Director	Director	$0	$0	$0
DENISE NICHOLSON	Director	Director	$0	$0	$0
JULIE MORRIS	Director	Director	$0	$0	$0
SCOTT BERGER	Director	Director	$0	$0	$0
JEFF TODD	SECRETARY/TREAS	Officer Director	$0	$0	$0
ANGIE ROPER	Chairman	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
2025	$480,437	$372,098	$6,296,880	$108,339
2024	$400,920	$379,369	$5,896,180	$21,551
2023	$755,297	$366,165	$5,565,577	$389,132
2022	$390,079	$325,540	$5,447,653	$64,539
2021	$1,226,745	$344,848	$5,903,729	$881,897
2020	$373,959	$323,606	$4,996,018	$50,353
2019	$588,051	$313,258	$4,959,555	$274,793
2018	$782,609	$275,035	$4,636,788	$507,574

LUFKIN HIGH SCHOOL ALUMNI ASSOCIATION