YOU FIRST FOUNDATION (EIN 472241098) - 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

2014

Legal Domicile

Principal Officer

DAVE BLEAZARD

Phone

7136768930

Tax Period

2025-01-01 to 2025-12-31

YOU FIRST FOUNDATION, founded in 2014, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $265K in total revenue in fiscal year 2025. The organization ran a surplus of $111K, a strong 42% operating margin.

Mission

Help children of those affected by trauma

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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 (2025)

Revenue Breakdown

Contributions & Grants $226,747

Program Service Revenue $0

Investment Income $37,909

Other Revenue $0

TOTAL REVENUE $264,656

Expense Breakdown

Grants Paid $65,500

Salaries & Benefits $0

Fundraising Expenses $85,021

Program Expenses $65,500

Other Expenses $2,884

TOTAL EXPENSES $153,405

Year-over-Year Comparison

	2025	2024	Change
Revenue	$264,656	N/A	N/A
Expenses	$153,405	N/A	N/A
Net Income	$111,251	N/A	N/A

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

N/A

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	Role	Reportable Comp	Other Comp	Total
TERI EDGE	SECRETARY	Director	$0	$0	$0
FRANK HALSTEAD	TREASURER	Director	$0	$0	$0
NOLAN WALTMAN	DIRECTOR	Director	$0	$0	$0
GARY WALSTON	DIRECTOR	Director	$0	$0	$0
KENNETH LEE	VICE CHAIR	Director	$0	$0	$0
JOHN ALLEN	DIRECTOR	Director	$0	$0	$0
SUSAN LEE	DIRECTOR	Director	$0	$0	$0
BARKLEY SPIKES	DIRECTOR	Director	$0	$0	$0
JOHN RAVENBURG	DIRECTOR	Director	$0	$0	$0
DAVE BLEAZARD	CHARIMAN	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
2025	$264,656	$153,405	$713,655	$111,251
2024	$248,910	$174,932	$602,404	$73,978
2023	$208,944	$135,688	$528,426	$73,256
2022	$196,656	$121,359	$455,170	$75,297
2021	$189,947	$146,314	$379,897	$43,633
2020	$200,887	$110,160	$336,264	$90,727

YOU FIRST FOUNDATION