YHB CHARITABLE ENDOWMENT INC (EIN 262552404) - 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

2008

Legal Domicile

Principal Officer

PAUL R MARTEL

Phone

8605617050

Tax Period

2024-01-01 to 2024-12-31

YHB CHARITABLE ENDOWMENT INC, founded in 2008, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.8M in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.1M, a strong 60% operating margin.

Mission

YHB CHARITABLE ENDOWMENT WAS FORMED TO SERVE THE CHARITABLE INTERESTS OF ITS DONORS BY OFFERING INDIVIDUAL DONOR ADVISED FUNDS. SUCH FUNDS OFFER SIMPLICITY AND FLEXIBILITY AS TO THE TIMING, AMOUNTS AND BENEFICIARIES OF CHARITABLE DONATIONS. DONORS HAVE INPUT AS TO HOW FUND DOLLARS ARE INVESTED OR, WITH LARGER AMOUNTS, CAN ACCESS PERSONAL ASSET MANAGEMENT FOR THEIR FUND. DONORS CAN CREATE A LEGACY OF GIVING TO PERPETUATE FAMILY VALUES OR TO HONOR THE MEMORY OF A LOVED ONE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,826,902

Program Service Revenue $0

Investment Income $3,980,879

Other Revenue $0

TOTAL REVENUE $6,807,781

Expense Breakdown

Grants Paid $2,633,873

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,725,709

Other Expenses $91,836

TOTAL EXPENSES $2,725,709

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,807,781	$5,445,152	+0.3%
Expenses	$2,725,709	$2,126,205	+0.3%
Net Income	$4,082,072	$3,318,947	+0.2%

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
PAUL R MARTEL	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK W EVERETTE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANNE SPACE	TREASURER	1.00	Officer 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	$6,807,781	$2,725,709	$28,564,715	$4,082,072
2023	$5,445,152	$2,126,205	$25,008,128	$3,318,947
2022	$8,698,157	$2,108,588	$21,606,319	$6,589,569
2021	$6,068,282	$2,011,432	$18,766,006	$4,056,850
2020	$4,051,002	$1,829,254	$15,034,808	$2,221,748
2019	$4,163,545	$1,923,744	$12,747,496	$2,239,801
2018	$4,448,179	$1,567,917	$10,488,717	$2,880,262

YHB CHARITABLE ENDOWMENT INC