HOUSTON CHAPTER OF THE APPRAISAL I… - Form 990 Financial Data

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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

1949

Legal Domicile

Phone

7136681757

Tax Period

2019-01-01 to 2019-12-31

HOUSTON CHAPTER OF THE APPRAISAL INSTITUTE, founded in 1949, is a small nonprofit that reported $209K in total revenue in fiscal year 2019. Revenue fell 34% from the prior year — a significant decline worth monitoring. Net assets of $423K represent 24 months of operating reserves.

Mission

TO PROVIDE EDUCATION COURSES AND BUSINESS NETWORKING OPPORTUNITIES FOR THE MEMBERS.

Program Service Accomplishments

Program 1

EDUCATION COURSES AND MATERIALS DESIGNED TO FURTHER THE PROFESSIONAL EDUCATION OF THE MEMBERS.

Program 2

SCHOLARSHIPS TO PROMOTE EDUCATION OF DESERVING INDIVIDUALS INTERESTED IN THE APPRAISAL PROFESSION.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $197,685

Investment Income $2,105

Other Revenue $9,039

TOTAL REVENUE $208,829

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $207,069

TOTAL EXPENSES $207,069

Year-over-Year Comparison

	2019	2018	Change
Revenue	$208,829	$316,903	-0.3%
Expenses	$207,069	$283,109	-0.3%
Net Income	$1,760	$33,794	-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

500

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
TREVOR VALLEJO	PAST PRESIDENT	3.00	Director	$0	$0	$0
FORD BRADLEY	President	10.00	Officer Director	$0	$0	$0
CAMERON BOONE	Director	3.00	Director	$0	$0	$0
KRISTA REED	Director	3.00	Director	$0	$0	$0
DEL KENDALL	Director	3.00	Director	$0	$0	$0
BRAD SCHUETZE	Director	3.00	Director	$0	$0	$0
SARA PAYNE	Vice President	3.00	Officer Director	$0	$0	$0
TIM TREADWAY	Director	3.00	Director	$0	$0	$0
THOMAS STARK	SECRETARY/TREAS	5.00	Director	$0	$0	$0
MARK VERRETT	PAST PRESIDENT	3.00	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
2024	No data	No data	No data	No data
2019	$208,829	$207,069	$422,649	$1,760
2018	$316,903	$283,109	$420,889	$33,794

HOUSTON CHAPTER OF THE APPRAISAL INSTITUTE