YOUTH GROWTH STOCK TRUST (EIN 582050097) - 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

1992

Legal Domicile

Principal Officer

THOMAS BELL

Phone

9103233377

Tax Period

2024-01-01 to 2024-12-31

YOUTH GROWTH STOCK TRUST, founded in 1992, is a small nonprofit that reported $511K in total revenue in fiscal year 2024. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $144K, a strong 28% operating margin.

Mission

PROVIDE GRANTS OR GIFTS TO OTHER 501C(3) ORGANIZATIONS OR LOCAL SCHOOLS (PUBLIC OR PRIVATE) TO ASSIST THE YOUTH OF CUMBERLAND COUNTY

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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 $0

Program Service Revenue $0

Investment Income $510,643

Other Revenue $0

TOTAL REVENUE $510,643

Expense Breakdown

Grants Paid $350,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $367,000

Other Expenses $17,000

TOTAL EXPENSES $367,000

Year-over-Year Comparison

	2024	2023	Change
Revenue	$510,643	$333,051	+0.5%
Expenses	$367,000	$345,255	+0.1%
Net Income	$143,643	$-12,204	-12.8%

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

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
ERIC NOBLES	TRUSTEE	1.00	Director	$0	$0	$0
CHAD W BARBOUR III	TRUSTEE	1.00	Director	$0	$0	$0
TOM KEITH	TRUSTEE	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	$510,643	$367,000	$6,277,364	$143,643
2023	$333,051	$345,255	$6,133,721	$-12,204
2022	$366,069	$338,320	$6,145,925	$27,749
2021	$266,885	$342,552	$6,118,176	$-75,667
2020	$320,426	$326,223	$6,193,843	$-5,797
2019	$203,167	$340,784	$6,199,640	$-137,617
2018	$313,655	$351,058	$6,337,257	$-37,403

YOUTH GROWTH STOCK TRUST