SA YES (EIN 742859929) - 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

1997

Legal Domicile

Principal Officer

ROBERT WILLS

Phone

2102988800

Tax Period

2024-06-01 to 2025-05-31

SA YES, founded in 1997, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $204K, a strong 17% operating margin.

Mission

TO PROVIDE EDUCATIONAL SCHOLARSHIPS, MATERIALS AND TECHNOLOGY GRANTS TO FINANCIALLY CHALLENGED INDIVIDUALS AND QUALIFIED, TAX-EXEMPT ORGANIZATIONS IN THE SAN ANTONIO, CORPUS CHRISTI, AUSTIN, AND DALLAS-FORT WORTH MARKETS.

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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 $1,245,150

Program Service Revenue $0

Investment Income $0

Other Revenue $-14,503

TOTAL REVENUE $1,230,647

Expense Breakdown

Grants Paid $0

Salaries & Benefits $279,087

Fundraising Expenses $46,957

Program Expenses $685,521

Other Expenses $747,115

TOTAL EXPENSES $1,026,202

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,230,647	$1,108,346	+0.1%
Expenses	$1,026,202	$1,176,378	-0.1%
Net Income	$204,445	$-68,032	-4.0%

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

946

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

$119,260

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD L BREAKIE	BOARD MEMBER	1.00	Director	$0	$0	$0
CARI RICHARDSON	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
BOB BRYANT	BOARD MEMBER	1.00	Director	$0	$0	$0
BRANDI CARBERRY-VITIER	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHY SCHMITT	BOARD MEMBER	3.00	Director	$0	$0	$0
BOB WILLS	BOARD PRESIDENT	8.00	Officer Director	$0	$0	$0
PEGGY WILLS	BOARD MEMBER	1.00	Director	$0	$0	$0
MASON STANDLEY	BOARD ATTORNEY	1.00	Director	$0	$0	$0
DANIELLE GUNTER	EXECUTIVE DIRECTOR	10.00	Director	$119,260	$0	$119,260
FRAN YANITY	BOARD MEMBER	2.00	Director	$0	$0	$0
COURTNEY GALLAGHER	BOARD TREASURER	5.00	Officer Director	$0	$0	$0
RICK DIVINA	BOARD MEMBER	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
2025	$1,230,647	$1,026,202	$692,644	$204,445
2024	$1,108,346	$1,176,378	$509,847	$-68,032
2023	$1,714,272	$1,828,421	$536,112	$-114,149
2022	$1,239,353	$1,340,289	$400,704	$-100,936
2021	$1,072,920	$975,243	$493,211	$97,677
2020	$551,491	$564,707	$401,930	$-13,216
2019	$458,223	$458,177	$420,136	$46
2018	$498,858	$456,231	$395,222	$42,627

SA YES