Houston Chapter - Business Marketing Association (EIN 760409272) - 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

1995

Legal Domicile

Principal Officer

Emily Canon

Tax Period

2019-07-01 to 2020-06-30

Houston Chapter - Business Marketing Association, founded in 1995, is a micro nonprofit that reported $70K in total revenue in fiscal year 2019. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $19K, a strong 27% operating margin.

Mission

To promote programs that increase the professional capabilities and fraternalism of its members and guests through educational programs.

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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 $9,375

Program Service Revenue $5,962

Investment Income $0

Other Revenue $55,121

TOTAL REVENUE $70,458

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,226

Other Expenses $43,173

TOTAL EXPENSES $51,389

Year-over-Year Comparison

	2019	2018	Change
Revenue	$70,458	$54,332	+0.3%
Expenses	$51,389	$56,733	-0.1%
Net Income	$19,069	$-2,401	-8.9%

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

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
Kaitlin Cuevas	President	002.00	Officer Director	$0	$0	$0
Shannon Carlson	Vice-Pres	002.00	Officer Director	$0	$0	$0
Richard Byrd	Treasurer	002.00	Officer Director	$0	$0	$0
Emily Canon	Past President	N/A	Director	$0	$0	$0
Cindy Boudreaux	Director	N/A	Director	$0	$0	$0
Harry Adu	Director	N/A	Director	$0	$0	$0
Lindsay Bechtel	Director	N/A	Director	$0	$0	$0
Kevin Brady	Director	N/A	Director	$0	$0	$0
Rachel Bonnette	Director	N/A	Director	$0	$0	$0
Emily Goad	Director	N/A	Director	$0	$0	$0
Jenson Kerr	Director	N/A	Director	$0	$0	$0
Kirk Eggleston	Director	N/A	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
2020	$70,458	$51,389	$38,150	$19,069
2019	$54,332	$56,733	$19,081	$-2,401
2018	$30,209	$63,638	$21,482	$-33,429

Houston Chapter - Business Marketing Association