Youth Investment Shares Inc (EIN 237259853) - 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

1992

Legal Domicile

Tax Period

2023-10-01 to 2024-09-30

Youth Investment Shares Inc, founded in 1992, is a small nonprofit that reported $203K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Net assets of $607K represent 36 months of operating reserves.

Mission

Raise funds to support children and youth programs and education scholarships

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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 $32,545

Program Service Revenue $0

Investment Income $17,751

Other Revenue $152,429

TOTAL REVENUE $202,725

Expense Breakdown

Grants Paid $212,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $212,500

Other Expenses $6,136

TOTAL EXPENSES $218,636

Year-over-Year Comparison

	2023	2022	Change
Revenue	$202,725	$171,705	+0.2%
Expenses	$218,636	$135,305	+0.6%
Net Income	$-15,911	$36,400	-1.4%

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
Gail McDonald	Director	1.00	Director	$0	$0	$0
Tom Baynard	Director	1.00	Director	$0	$0	$0
Frank Craft	Director	1.00	Director	$0	$0	$0
Dennis Leary	Director	1.00	Director	$0	$0	$0
Ronald Braun	Director	1.00	Director	$0	$0	$0
Patrick Kraujalis	Director	1.00	Director	$0	$0	$0
Marshall Stevens	President	1.00	Officer	$0	$0	$0
Kathy Condon	Treasurer	1.00	Officer	$0	$0	$0
JC Russell	Secretary	1.00	Officer	$0	$0	$0
Steve McMullen	President Elect	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	$202,725	$218,636	$607,157	$-15,911
2023	$171,705	$135,305	$549,201	$36,400
2022	$184,979	$145,403	$499,275	$39,576

Youth Investment Shares Inc