Society for Info Mgt - Houston Chapter (EIN 760287101) - 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

1989

Legal Domicile

Principal Officer

George Crawford

Phone

8176914664

Tax Period

2024-01-01 to 2024-12-31

Society for Info Mgt - Houston Chapter, founded in 1989, is a small nonprofit that reported $356K in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $338K left a modest 5% surplus.

Mission

Provide monthly meetings with guest speakers to inform members and their guests about information management.

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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 $0

Program Service Revenue $355,710

Investment Income $0

Other Revenue $0

TOTAL REVENUE $355,710

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $338,421

Other Expenses $338,421

TOTAL EXPENSES $338,421

Year-over-Year Comparison

	2024	2023	Change
Revenue	$355,710	$297,276	+0.2%
Expenses	$338,421	$303,074	+0.1%
Net Income	$17,289	$-5,798	-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

N/A

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
George Crawford	President	2.00	Director	$0	$0	$0
Kevin Leaverton	Treasurer	2.00	Director	$0	$0	$0
Antonio Marin	Vice President	2.00	Director	$0	$0	$0
Gary Russell	Vice President	2.00	Director	$0	$0	$0
Stephen Webster	Vice President	2.00	Director	$0	$0	$0
Lisa Rogers	Secretary	2.00	Director	$0	$0	$0
Shanta Eaden	Vice President	2.00	Director	$0	$0	$0
Meg Toups	Vice President	2.00	Director	$0	$0	$0
Robin Laskowski	Vice President	2.00	Director	$0	$0	$0
John Laskowski	Vice President	2.00	Director	$0	$0	$0
Chet Bhat	Vice President	2.00	Director	$0	$0	$0
William Rhodes	Vice President	2.00	Director	$0	$0	$0
Alan Luedemann	Vice President	2.00	Director	$0	$0	$0
Kara Pelecky	Vice President	2.00	Director	$0	$0	$0
Christina Shuffield	Vice President	2.00	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
2024	$355,710	$338,421	$79,083	$17,289
2023	$297,276	$303,074	$61,794	$-5,798
2022	$316,118	$379,805	$67,592	$-63,687
2021	$286,977	$316,986	$131,277	$-30,009
2020	$210,263	$197,577	$161,286	$12,686
2019	$412,788	$404,543	$148,600	$8,245
2018	$305,203	$329,220	$140,355	$-24,017

Society for Info Mgt - Houston Chapter