BANDERAS BAY CHARITIES INC (EIN 474752247) - 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

2015

Legal Domicile

Principal Officer

AMY M WELCH

Phone

5032854007

Tax Period

2024-01-01 to 2024-12-31

BANDERAS BAY CHARITIES INC, founded in 2015, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $532K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum.

Mission

INCREASE HEALTH, EDUCATIONAL & ECONOMIC OPPORTUNITIES IN COMMUNITIES AROUND THE BAY OF BANDERAS.

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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 $529,265

Program Service Revenue $0

Investment Income $2,600

Other Revenue $0

TOTAL REVENUE $531,865

Expense Breakdown

Grants Paid $528,806

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $528,806

Other Expenses $36,798

TOTAL EXPENSES $565,604

Year-over-Year Comparison

	2024	2023	Change
Revenue	$531,865	$437,067	+0.2%
Expenses	$565,604	$520,494	+0.1%
Net Income	$-33,739	$-83,427	-0.6%

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

350

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
SHALIMAR BLANCHARD	PRESIDENT	5.00	Officer Director	$0	$0	$0
AMY M WELCH	SECRETARY, TREASURER, DIRECTOR	5.00	Officer Director	$0	$0	$0
SHELLY YOGEV	DIRECTOR	1.00	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	$531,865	$565,604	$187,532	$-33,739
2023	$437,067	$520,494	$199,104	$-83,427
2022	$643,979	$747,113	$338,980	$-103,134
2021	$621,642	$607,772	$442,084	$13,870
2020	$609,534	$329,186	$503,691	$280,348
2018	$196,436	$174,350	$86,728	$22,086

BANDERAS BAY CHARITIES INC