BOYS AND GIRLS CLUBS OF THE BLUE RIDGE INC (EIN 263166453) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

MARISA WOMACK

Phone

2766561171

Tax Period

2023-10-01 to 2024-09-30

Boys & Girls Clubs of the Blue Ridge Inc, founded in 2008, is a small nonprofit in the Youth Development sector that reported $856K in total revenue in fiscal year 2017. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $781K left a modest 9% surplus.

Mission

TO ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $725,370

Program Service Revenue $20,612

Investment Income $55,153

Other Revenue $38,537

TOTAL REVENUE $839,672

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,100,976

Fundraising Expenses $65,598

Program Expenses $1,240,584

Other Expenses $364,429

TOTAL EXPENSES $1,465,405

Year-over-Year Comparison

	2023	2022	Change
Revenue	$839,672	$933,487	-0.1%
Expenses	$1,465,405	$1,214,325	+0.2%
Net Income	$-625,733	$-280,838	+1.2%

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

Employees

Volunteers

281

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

$92,392

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC PHILLIPS	PRESIDENT	1.00	Officer Director	$0	$0	$0
STEPHANIE PENN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JEREMY HOFF	PAST PRESIDENT	1.00	Director	$0	$0	$0
PAUL HUCKFELT	DIRECTOR	1.00	Officer Director	$0	$0	$0
DANIELLE ATWOOD	SECRETARY	1.00	Officer Director	$0	$0	$0
BEN GRAVELY	DIRECTOR	1.00	Director	$0	$0	$0
JAY DICKENS	DIRECTOR	1.00	Director	$0	$0	$0
DESHANTA HAIRSTON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN KORFF	DIRECTOR	1.00	Director	$0	$0	$0
MARK DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
ANNE SMITH	DIRECTOR	1.00	Director	$0	$0	$0
TYLER FREELAND	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES WHITFIELD	DIRECTOR	1.00	Director	$0	$0	$0
JOANIE PETTY	EXECUTIVE DIRECTOR	40.00	Officer	$92,392	$0	$92,392

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	$839,672	$1,465,405	$1,189,403	$-625,733
2023	$933,487	$1,214,325	$1,772,869	$-280,838
2022	$2,053,908	$1,114,130	$2,069,009	$939,778
2021	$1,443,395	$762,435	$1,120,845	$680,960
2020	$793,597	$536,176	$438,236	$257,421
2019	$943,556	$1,032,147	$172,530	$-88,591
2018	$855,862	$780,647	$256,094	$75,215

BOYS AND GIRLS CLUBS OF THE BLUE RIDGE INC