SAN ANTONIO CLUBHOUSE FOUNDATION INC (EIN 834630132) - 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

2019

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

SAN ANTONIO CLUBHOUSE FOUNDATION INC, founded in 2019, is a small nonprofit in the Mental Health sector that reported $124K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $119K left a modest 4% surplus.

Mission

THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, AND TO CARRY OUT AND SUPPORT THE GENERAL CHARITABLE PURPOSES OF, FORM COMMUNITIES INC.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $4,948

Other Revenue $118,847

TOTAL REVENUE $123,795

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,000

Other Expenses $18,996

TOTAL EXPENSES $118,996

Year-over-Year Comparison

	2023	2022	Change
Revenue	$123,795	$94,317	+0.3%
Expenses	$118,996	$50,000	+1.4%
Net Income	$4,799	$44,317	-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

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
ANGIE LEWIS	President	1.00	Officer Director	$0	$0	$0
CRAIG NEW	Vice President	1.00	Officer Director	$0	$0	$0
JENNIFER KNOULTON	Director	1.00	Director	$0	$0	$0
JULIE STRENTZSCH	Director	1.00	Director	$0	$0	$0
ERIC ESTRADA	Executive Dir.	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	No data	No data	No data	No data
2023	$123,795	$118,996	$2,324,750	$4,799
2022	$94,317	$50,000	$2,321,492	$44,317

SAN ANTONIO CLUBHOUSE FOUNDATION INC