BOYS & GIRLS CLUB OF SOUTHWEST COUNTY (EIN 330475756) - 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

1990

Legal Domicile

Principal Officer

ERIK MCLEOD

Phone

9516991526

Tax Period

2023-01-01 to 2023-12-31

BOYS & GIRLS CLUB OF SOUTHWEST COUNTY, founded in 1990, is a community nonprofit in the Unknown sector that reported $2.3M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

THE MISSION OF THE BOYS & GIRLS CLUB OF SOUTHWEST COUNTY IS TO INSPIRE, ENABLE, AND SUPPORT ALL YOUTH TO REALIZE THEIR FULL POTENTIAL AS SUCCESSFUL, RESPONSIBLE, AND IMPACTFUL MEMBERS OF THE COMMUNITY.

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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 $1,481,041

Program Service Revenue $584,859

Investment Income $0

Other Revenue $270,199

TOTAL REVENUE $2,336,099

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,271,738

Fundraising Expenses $177,091

Program Expenses $1,875,770

Other Expenses $1,116,912

TOTAL EXPENSES $2,388,650

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,336,099	$1,965,571	+0.2%
Expenses	$2,388,650	$2,070,508	+0.2%
Net Income	$-52,551	$-104,937	-0.5%

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

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

$104,085

Total Directors

$104,085

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AL RUBIO	MEMBER	2.00	Director	$0	$0	$0
ALAN WINKELSTEIN OD	SECRETARY	4.00	Officer Director	$0	$0	$0
BRIAN HORTON	MEMBER	2.00	Director	$0	$0	$0
BRIAN SPOCK	MEMBER	2.00	Director	$0	$0	$0
CARL JOHNSON	MEMBER	2.00	Director	$0	$0	$0
CHRIS KEYSON	MEMBER	2.00	Director	$0	$0	$0
CHRIS PETERSON	2ND VICE CHAIR	4.00	Officer Director	$0	$0	$0
CYNTHIA DAVIS-MEDEL	MEMBER	2.00	Director	$0	$0	$0
DAVE LESTER	MEMBER	2.00	Director	$0	$0	$0
DIANNE HOFFMAN	MEMBER	2.00	Director	$0	$0	$0
ED MILLER	LEGAL COUNSEL	4.00	Director	$0	$0	$0
ELAINE BARTOLOME	MEMBER	2.00	Director	$0	$0	$0
ERIK MCLEOD	MEMBER	2.00	Director	$0	$0	$0
GENIE KELLEY	MEMBER	2.00	Director	$0	$0	$0
GRANT HAMEL	MEMBER	2.00	Director	$0	$0	$0
JEFF KURTZ	3RD VICE CHAIR	4.00	Officer Director	$0	$0	$0
JOHN RUFF	MEMBER	2.00	Director	$0	$0	$0
JONATHAN EVANCIK	MEMBER	2.00	Director	$0	$0	$0
KIM COUSINS	MEMBER	2.00	Director	$0	$0	$0
KIMBERLY UHLER	PAST CHAIR	4.00	Officer Director	$0	$0	$0
MICHAEL JULIAN	MEMBER	2.00	Director	$0	$0	$0
MORRIS MYERS	MEMBER	2.00	Director	$0	$0	$0
MYRNA CROWTHER	CHAIR ELECT	4.00	Officer Director	$0	$0	$0
SHEILA SITARAM	MEMBER	2.00	Director	$0	$0	$0
CARLY BENNETT-VALLE	CEO-CFO	40.00	Officer Director	$104,085	$0	$104,085
STEPHANIE MEARSE	MEMBER	2.00	Director	$0	$0	$0
STEPHANIE SUCHOCKI	MEMBER	2.00	Director	$0	$0	$0
STEVE AMANTE	TREASURER	4.00	Officer Director	$0	$0	$0
TONY BERARDINO	CHAIRMAN	10.00	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	No data	No data	No data	No data
2023	$2,336,099	$2,388,650	$2,046,991	$-52,551
2022	$1,965,571	$2,070,508	$2,069,049	$-104,937
2021	$1,711,305	$1,509,143	$2,134,625	$202,162
2020	$1,083,527	$1,412,449	$1,915,963	$-328,922
2019	$1,838,821	$1,952,663	$2,140,262	$-113,842
2018	$2,038,634	$1,892,237	$2,341,134	$146,397

BOYS & GIRLS CLUB OF SOUTHWEST COUNTY