Natl Santa Gertrudis Youth Foundation (EIN 742655587) - 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

1993

Legal Domicile

Principal Officer

Adolfo Sanchez

Phone

3615929357

Tax Period

2024-04-01 to 2025-03-31

Natl Santa Gertrudis Youth Foundation, founded in 1993, is a small nonprofit in the Education sector that reported $207K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $148K, a strong 72% operating margin.

Mission

The purpose and objectives of National Santa Gertrudis Youth Foundation (Foundation) is to administer scholarships and educational programs for youth involved in the breeding of Santa Gertrudis cattle.Scholarships(a) To encourage educational opportunities for National Junior Santa Gertrudis Association's members, the Foundation will award scholarships. The National Junior Santa Gertrudis Association (NSGYF) is a division of Santa Gertrudis Breeders International (SGBI), a 501(c)(5) organization, (EIN 74-1143492). Membership of the National Junior Santa Gertrudis Association is comprised of individuals under the age of twenty-one years who are breeders or exhibitors of Santa Gertrudis cattle or who are interested in the Santa Gertrudis breed.(b) NSGYF currently has Twenty-six students receiving scholarship aid. The Foundation expects to increase the number of youth receiving scholarships as funds are raised.(c) The Foundation has created a scholarship committee to manage the application

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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 $156,158

Program Service Revenue $0

Investment Income $66,130

Other Revenue $-15,629

TOTAL REVENUE $206,659

Expense Breakdown

Grants Paid $29,833

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,833

Other Expenses $28,871

TOTAL EXPENSES $58,704

Year-over-Year Comparison

	2024	2023	Change
Revenue	$206,659	$250,237	-0.2%
Expenses	$58,704	$55,592	+0.1%
Net Income	$147,955	$194,645	-0.2%

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
Craig Lopossa	Director	0.00	Director	$0	$0	$0
John Justiss	Director	0.00	Director	$0	$0	$0
Kade Thigpen	Director	0.00	Director	$0	$0	$0
Devlin Reese	Director	0.00	Director	$0	$0	$0
Todd Osborne	Director	0.00	Director	$0	$0	$0
Patti Ermis	Director	0.00	Director	$0	$0	$0
Kim Wiley	Director	0.00	Director	$0	$0	$0
Bill Stroman	Director	0.00	Director	$0	$0	$0
Yancey Strait	Director	0.00	Director	$0	$0	$0
Barry Powell	Director	0.00	Director	$0	$0	$0
Jewett Borden	Director	0.00	Director	$0	$0	$0
Adolfo Sanchez	President	5.40	Officer Director	$0	$0	$0
Trai Stegall	VP Youth Activi	4.50	Officer Director	$0	$0	$0
Arlin Taylor	VP Breed Impr	0.00	Officer Director	$0	$0	$0
Mickey Bowman	VP Membership	0.00	Officer Director	$0	$0	$0
Jamie Daniel	VP Planning	0.00	Officer Director	$0	$0	$0
Suzanne Fulton	Sec/Treasurer	2.40	Officer Director	$0	$0	$0
Daniel Kubecka	VP Marketing	0.00	Officer Director	$0	$0	$0
Chris McClure	Executive Director	10.00		$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	$206,659	$58,704	$1,780,400	$147,955
2024	$250,237	$55,592	$1,593,442	$194,645
2023	$404,504	$57,968	$1,352,541	$346,536
2022	$136,330	$75,689	$1,313,048	$60,641
2021	$50,785	$54,999	$1,245,079	$-4,214
2020	$61,985	$67,070	$989,591	$-5,085
2019	$114,043	$82,458	$1,066,703	$31,585
2018	$104,268	$81,415	$1,009,842	$22,853

Natl Santa Gertrudis Youth Foundation