AMERICAN MARKETING ASSOCIATION HOUSTON CHAPTER (EIN 760123025) - 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

1984

Legal Domicile

Principal Officer

STACEY EDDINGTON MOORE

Phone

7134821021

Tax Period

2024-07-01 to 2025-06-30

AMERICAN MARKETING ASSOCIATION HOUSTON CHAPTER, founded in 1984, is a small nonprofit that reported $213K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $258K exceeded revenue, resulting in a 21% operating deficit.

Mission

TO BE THE MARKETING CONNECTION. AMA HOUSTON IS A SUPPORTIVE COMMUNITY OF VOLUNTEERS THAT CONNECT HOUSTON MARKETERS TO THE PEOPLE, RESOURCES, AND TOOLS THEY NEED TO SUCCEED.

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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 $31,693

Program Service Revenue $178,240

Investment Income $375

Other Revenue $2,900

TOTAL REVENUE $213,208

Expense Breakdown

Grants Paid $15,000

Salaries & Benefits $43,885

Fundraising Expenses $0

Program Expenses $184,970

Other Expenses $199,531

TOTAL EXPENSES $258,416

Year-over-Year Comparison

	2024	2023	Change
Revenue	$213,208	$254,607	-0.2%
Expenses	$258,416	$302,541	-0.1%
Net Income	$-45,208	$-47,934	-0.1%

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

$42,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JILL MANTY	PRESIDENT	12.00	Officer Director	$0	$0	$0
HENRY ADASO	PRESIDENT-EL	5.00	Officer Director	$0	$0	$0
EMILY RHODES	SECRETARY	5.00	Officer Director	$0	$0	$0
DORI ALBORA	IMM PAST PRE	5.00	Officer Director	$0	$0	$0
SHEANA HAMILL	DIRECTOR	5.00	Director	$0	$0	$0
TODD GREGORY	DIRECTOR	5.00	Director	$0	$0	$0
GLORIA FARRELL	DIRECTOR	5.00	Director	$0	$0	$0
JONATHAN MADRIGAL	DIRECTOR	5.00	Director	$0	$0	$0
KEN PENNY	DIRECTOR	5.00	Director	$0	$0	$0
JAMES CALDWELL	DIRECTOR	5.00	Director	$0	$0	$0
VLAD VIDAEFF	DIRECTOR	5.00	Director	$0	$0	$0
CATRINA BALLARD	DIRECTOR	5.00	Director	$0	$0	$0
EDGARDO DE LA GARZA	DIRECTOR	5.00	Director	$0	$0	$0
ALICIA EAST	DIRECTOR	5.00	Director	$0	$0	$0
JOCELYN RANDOLPH	DIRECTOR	5.00	Director	$0	$0	$0
JOHN PAUL STEVENSON	DIRECTOR	5.00	Director	$0	$0	$0
BRITTANY DAVIS-MORRIS	DIRECTOR	5.00	Director	$0	$0	$0
FRANK SENDRA	DIRECTOR	5.00	Director	$0	$0	$0
SARA HEALD	DIRECTOR	5.00	Director	$0	$0	$0
CINDI BOUDREAUX	DIRECTOR	5.00	Director	$0	$0	$0
JOEL LUKS	DIRECTOR	5.00	Director	$0	$0	$0
MICHELLE PARDO	DIRECTOR	5.00	Director	$0	$0	$0
NISHAT JONES	DIRECTOR	5.00	Director	$0	$0	$0
LAUREN MCDOWELL	DIRECTOR	5.00	Director	$0	$0	$0
STEPHANIE PALAEZ	DIRECTOR	5.00	Director	$0	$0	$0
JOAO FERNANDO	DIRECTOR	5.00	Director	$0	$0	$0
BRENDA BENITEZ	DIRECTOR	5.00	Director	$0	$0	$0
JOSEPH WOLF	DIRECTOR	5.00	Director	$0	$0	$0
KATHERINE SMITH	DIRECTOR	5.00	Director	$0	$0	$0
MALIK HEMANI	DIRECTOR	5.00	Director	$0	$0	$0
CARRIE WARD	DIRECTOR	5.00	Director	$0	$0	$0
ANDREW HAILES	DIRECTOR	5.00	Director	$0	$0	$0
MARCIE JONES	DIRECTOR	5.00	Director	$0	$0	$0
SHELVIA SMITH	DIRECTOR	5.00	Director	$0	$0	$0
ROBERT MELVIN	DIRECTOR	5.00	Director	$0	$0	$0
JULIANA HERMAN	DIRECTOR	5.00	Director	$0	$0	$0
STACEY EDDINGTON MOORE	EXECUTIVE DI	20.00	Officer	$42,000	$0	$42,000

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	$213,208	$258,416	$361,720	$-45,208
2024	$254,607	$302,541	$404,405	$-47,934
2023	$275,018	$292,257	$449,968	$-17,239
2022	$225,643	$259,240	$475,433	$-33,597
2021	$73,191	$113,222	$510,756	$-40,031
2020	$168,639	$213,862	$538,056	$-45,223
2019	$256,134	$243,450	$594,742	$12,684
2018	$270,144	$249,277	$567,480	$20,867

AMERICAN MARKETING ASSOCIATION HOUSTON CHAPTER