Baytown Area-West Chambers County Economic Development Foundation (EIN 760203391) - 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

Phone

2814202961

Tax Period

2024-01-01 to 2024-12-31

Baytown Area-West Chambers County Economic Development Foundation, founded in 1986, is a small nonprofit that reported $791K in total revenue in fiscal year 2024. Expenses of $722K left a modest 9% surplus.

Mission

The Baytown Area West Chambers County Economic Development Foundation was founded in 1986 for the purpose of fostering economic growth. The Foundation serves the area located from the San Jacinto River through Chambers County, Texas.

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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 $763,284

Program Service Revenue $0

Investment Income $27,265

Other Revenue $0

TOTAL REVENUE $790,549

Expense Breakdown

Grants Paid $0

Salaries & Benefits $366,893

Fundraising Expenses $0

Other Expenses $354,849

TOTAL EXPENSES $721,742

Year-over-Year Comparison

	2024	2023	Change
Revenue	$790,549	$809,320	0.0%
Expenses	$721,742	$611,302	+0.2%
Net Income	$68,807	$198,018	-0.7%

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

$228,793

Total Directors

$228,793

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Berwick J Simon	President & CEO	40.00	Officer Director	$228,793	$0	$228,793
James Scott	Treasurer	0.00	Officer Director	$0	$0	$0
Jessica Vasquez	Secretary	1.00	Officer Director	$0	$0	$0
Ryan Dagley	Vice Chair	1.00	Officer Director	$0	$0	$0
Billy Combs	Vice Chair	1.00	Officer Director	$0	$0	$0
Rusty Senac	Chairman	1.00	Officer Director	$0	$0	$0
Carlton Porter	Past Chair	1.00	Officer Director	$0	$0	$0
Stephen DonCarlos	Special Counsel	1.00	Officer	$0	$0	$0
Jason Reynolds	Officer	1.00	Officer	$0	$0	$0
Charles Johnson	Officer	1.00	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
2024	$790,549	$721,742	$1,403,379	$68,807
2023	$809,320	$611,302	$1,315,790	$198,018
2022	$754,267	$488,881	$1,091,488	$265,386
2021	$1,257,255	$674,064	$867,092	$583,191
2020	$677,940	$695,173	$286,012	$-17,233
2019	$594,580	$610,985	$300,972	$-16,405
2018	$592,468	$571,595	$346,038	$20,873

Baytown Area-West Chambers County Economic Development Foundation