WELLESLEY YOUTH BASEBALL & SOFTBALL INC (EIN 042946796) - 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

1952

Legal Domicile

Principal Officer

JAKE ERHARD

Phone

5615122709

Tax Period

2023-01-01 to 2023-12-31

WELLESLEY YOUTH BASEBALL & SOFTBALL INC, founded in 1952, is a small nonprofit in the Recreation & Sports sector that reported $311K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $476K exceeded revenue, resulting in a 53% operating deficit.

Mission

YOUTH BASEBALL & SOFTBALL APPRECIATION & EDUCATION

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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 $11,536

Program Service Revenue $265,633

Investment Income $34

Other Revenue $33,422

TOTAL REVENUE $310,625

Expense Breakdown

Grants Paid $116,205

Salaries & Benefits $42,436

Fundraising Expenses $0

Program Expenses $382,829

Other Expenses $317,656

TOTAL EXPENSES $476,297

Year-over-Year Comparison

	2023	2022	Change
Revenue	$310,625	$401,461	-0.2%
Expenses	$476,297	$334,834	+0.4%
Net Income	$-165,672	$66,627	-3.5%

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

$42,436

Total Directors

$42,436

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN CAMPBELL	DIRECTOR	2.00	Director	$0	$0	$0
BENNETT FISHER	DIRECTOR & CO-PRESIDENT	2.00	Officer Director	$0	$0	$0
JAKE ERHARD	DIRECTOR & TREASURER	2.00	Officer Director	$0	$0	$0
MARK COHEN	DIRECTOR & SECRETARY	2.00	Officer Director	$0	$0	$0
ANN J WILLIAMS	DIRECTOR, LEAGUE ADMIN	6.00	Officer Director	$42,436	$0	$42,436
SHAWN HAVILAND	DIRECTOR	2.00	Director	$0	$0	$0
BEN PERCIA	DIRECTOR & CO-PRESIDENT	2.00	Officer Director	$0	$0	$0
JAMES O'REILLY	DIRECTOR	2.00	Director	$0	$0	$0
DUSTIN ESPOSITO	DIRECTOR	2.00	Director	$0	$0	$0
JON SPEARY	DIRECTOR	2.00	Director	$0	$0	$0
GREG LEE	DIRECTOR	2.00	Director	$0	$0	$0
MARK FINNO	DIRECTOR	2.00	Director	$0	$0	$0
PETER SERREZE	DIRECTOR	2.00	Director	$0	$0	$0
RICK KINNEY	DIRECTOR	2.00	Director	$0	$0	$0
KRISTIN SHANKA	DIRECTOR	2.00	Director	$0	$0	$0
BRENDAN DONOGHUE	DIRECTOR	2.00	Director	$0	$0	$0
LISA LAICH	DIRECTOR	2.00	Director	$0	$0	$0
PATRICK KEATING	DIRECTOR	2.00	Director	$0	$0	$0
MATT GUIGLI	DIRECTOR	2.00	Director	$0	$0	$0
MATTHEW MCGEOUGH	DIRECTOR	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	No data	No data	No data	No data
2023	$310,625	$476,297	$242,696	$-165,672
2022	$401,461	$334,834	$330,969	$66,627
2021	$398,593	$277,034	$267,492	$121,559
2020	$254,328	$279,816	$256,128	$-25,488
2018	$311,601	$334,882	$169,770	$-23,281

WELLESLEY YOUTH BASEBALL & SOFTBALL INC