YATES FOUNDATION

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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

2006

Legal Domicile

Principal Officer

STACY YATES

Phone

9033366253

Tax Period

2021-01-01 to 2021-12-31

YATES FOUNDATION, founded in 2006, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $191K in total revenue in fiscal year 2021. Revenue surged 3095% from the prior year, signaling strong growth momentum. Expenses of $292K exceeded revenue, resulting in a 53% operating deficit.

Mission

CHARITABLE FUNDING FOR HEALTH - INCLUDES PROVIDING FUNDS FOR HUMAN WELFARE AND EDUCATION.

Program Service Accomplishments

Program 1

Expenses: $267,500 Revenue: $0

PROVIDED FUNDING FOR SERVICES RENDERED TO CHILDREN AND ADULTS WITH SPECIAL NEEDS ALONG WITH LIFE SKILLS TRAINING. FUNDING ENABLED THE STATEWIDE DENTAL OUTREACH THE ABILITY TO FUND A BUS THAT VISITS...

Program 2

Expenses: $11,500 Revenue: $0

CULTURAL PROGRAMS PROVIDE EDUCATION AND SUPPORT FOR REGIONAL ART AND MUSIC PROGRAMS.

Program 3

Expenses: $11,500 Revenue: $0

HUMANITARIAN FUNDING PROVIDED FUNDING FOR EDUCATION, TRAINING AND SUPPORT FOR WORK SKILLS

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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 (2021)

Revenue Breakdown

Contributions & Grants $190,000

Program Service Revenue $0

Investment Income $1,426

Other Revenue $0

TOTAL REVENUE $191,426

Expense Breakdown

Grants Paid $292,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $292,000

Other Expenses $47

TOTAL EXPENSES $292,047

Year-over-Year Comparison

	2021	2020	Change
Revenue	$191,426	$5,992	+30.9%
Expenses	$292,047	$269,003	+0.1%
Net Income	$-100,621	$-263,011	-0.6%

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

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
STACY YATES	PRESIDENT	1.0	Officer Director	$0	$0	$0
BOB HUBBARD	VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
SONJA HUBBARD	SECRETARY/TREASURER	1.0	Officer Director	$0	$0	$0
FAELLEN YATES	DIRECTOR	1.0	Director	$0	$0	$0
LAUREN HUBBARD	DIRECTOR	1.0	Director	$0	$0	$0
KENZIE FLOYD	DIRECTOR	1.0	Director	$0	$0	$0
YATES FLOYD	DIRECTOR	1.0	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
2021	$191,426	$292,047	$231,727	$-100,621
2020	$5,992	$269,003	$332,348	$-263,011
2019	$410,368	$385,317	$595,359	$25,051