Chi Chi Rodriguez Youth Foundation Inc (EIN 592017124) - 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

1982

Legal Domicile

Principal Officer

James Poulter

Phone

7277268829

Tax Period

2024-07-01 to 2025-06-30

Chi Chi Rodriguez Youth Foundation Inc, founded in 1982, is a community nonprofit that reported $4.7M in total revenue in fiscal year 2024. The organization ran a surplus of $1.1M, a strong 23% operating margin.

Mission

To Provide academic and vocational, junior golf, and personal life management programs for disadvantaged children through its golf course, campus, and classrooms.

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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 $1,258,042

Program Service Revenue $3,158,055

Investment Income $122,852

Other Revenue $165,641

TOTAL REVENUE $4,704,590

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,772,373

Fundraising Expenses $194,695

Program Expenses $3,040,115

Other Expenses $1,845,714

TOTAL EXPENSES $3,618,087

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,704,590	$4,629,005	+0.0%
Expenses	$3,618,087	$3,378,766	+0.1%
Net Income	$1,086,503	$1,250,239	-0.1%

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

120

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

$240,150

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Thomas A James	Chairman	0.00	Officer Director	$0	$0	$0
Frank R Chivas	Vice Chairman	0.00	Officer Director	$0	$0	$0
Jonathan Alexander	Director	0.00	Director	$0	$0	$0
Robert Basham	Director	0.00	Director	$0	$0	$0
Griffith Braddock	Director	0.00	Director	$0	$0	$0
Ronald Ciganek	Director	0.00	Director	$0	$0	$0
Scott Curtis	Director	0.00	Director	$0	$0	$0
Bobby Eggimann	Director	0.00	Director	$0	$0	$0
Robert Enck	Director	0.00	Director	$0	$0	$0
Bill Josey	Director	0.00	Director	$0	$0	$0
W Andrew Krusen	Director	0.00	Director	$0	$0	$0
Jessica Majeski	Director	0.00	Director	$0	$0	$0
Julie Mastry	Director	0.00	Director	$0	$0	$0
Conrad A Plimpton	Director	0.00	Director	$0	$0	$0
Phillip Powell Jr	Director	0.00	Director	$0	$0	$0
Elliott Ross	Director	0.00	Director	$0	$0	$0
Will Sehnert	Director	0.00	Director	$0	$0	$0
Eric Stewart	Director	0.00	Director	$0	$0	$0
Fred Whaley	Director	0.00	Director	$0	$0	$0
Kendall M Wilson	Director	0.00	Director	$0	$0	$0
James Poulter	CEO	40.00	Officer	$130,562	$7,834	$138,396
Mallory Hubbard	CDO/CFO	40.00	Officer	$90,669	$11,085	$101,754

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	$4,704,590	$3,618,087	$19,306,050	$1,086,503
2024	$4,629,005	$3,378,766	$17,250,580	$1,250,239
2023	$4,169,036	$3,355,827	$8,198,348	$813,209
2022	$4,216,786	$2,898,675	$7,111,374	$1,318,111
2021	$3,026,645	$2,580,552	$6,554,423	$446,093
2020	$2,807,838	$2,479,680	$5,773,909	$328,158
2019	$3,416,776	$2,406,667	$5,308,614	$1,010,109
2018	$2,337,185	$2,211,039	$4,170,246	$126,146

Chi Chi Rodriguez Youth Foundation Inc