YOUTH EDUCATIONAL FOUNDATION OF TH… - Form 990 Financial Data

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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

1929

Legal Domicile

Principal Officer

ANNE SWIFT

Phone

2102228242

Tax Period

2024-07-01 to 2025-06-30

YOUTH EDUCATIONAL FOUNDATION OF THE ROTARY CLUB SAN ANTONIO INC, founded in 1929, is a small nonprofit that reported $211K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $41K, a strong 19% operating margin.

Mission

TO ACQUIRE, RECEIVE, MANAGE, INVEST AND DISBURSE FUNDS FOR THE PURPOSE OF PROVIDING FINANCIAL ASSISTANCE TO YOUTH WHO ARE DEEMED WORTHY AND WELL-QUALIFIED TO BE RECIPIENTS OF SUCH ASSISTANCE.

Program Service Accomplishments

Program 1

Expenses: $126,700

THE DIPLOMA PLUS PROGRAM PROVIDES $1,000 SCHOLARSHIPS FOR UP TO 100 AT-RISK AND DISADVANTAGED HIGH SCHOOL STUDENTS YEARLY AS AN INCENTIVE TO GRADUATE. STUDENTS RECEIVE MONTHLY STIPENDS IF ACADEMIC...

THE DIPLOMA PLUS PROGRAM PROVIDES $1,000 SCHOLARSHIPS FOR UP TO 100 AT-RISK AND DISADVANTAGED HIGH SCHOOL STUDENTS YEARLY AS AN INCENTIVE TO GRADUATE. STUDENTS RECEIVE MONTHLY STIPENDS IF ACADEMIC AND ATTENDANCE REQUIREMENTS ARE MET. THE CLUB ALSO PROVIDES COLLEGE SCHOLARSHIPS TO DIPLOMA PLUS AND OTHER STUDENTS BASED ON MERIT.

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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 $68,819

Program Service Revenue $0

Investment Income $141,804

Other Revenue $450

TOTAL REVENUE $211,073

Expense Breakdown

Grants Paid $126,700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $126,700

Other Expenses $43,579

TOTAL EXPENSES $170,279

Year-over-Year Comparison

	2024	2023	Change
Revenue	$211,073	$228,496	-0.1%
Expenses	$170,279	$139,829	+0.2%
Net Income	$40,794	$88,667	-0.5%

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

320

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

$79,052

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNE SWIFT	EXEC DIRECTOR	2.00	Officer	$0	$2,060	$79,052
DAVID BALLARD	Director	1.00	Director	$0	$0	$0
PAT FROST	Treasurer	1.00	Officer Director	$0	$0	$0
SANDEE MARION	Director	1.00	Director	$0	$0	$0
SAM NOBLE	Chairman	2.00	Officer Director	$0	$0	$0
RAND RIKLIN	Director	1.00	Director	$0	$0	$0
BARBIE SCHARF-ZELDES	Director	1.00	Director	$0	$0	$0
JAY STANLEY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
TOM VEITCH	Director	1.00	Director	$0	$0	$0
CLIFF WALLER	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
2025	$211,073	$170,279	$1,946,729	$40,794
2024	$228,496	$139,829	$1,905,935	$88,667
2023	$286,272	$137,504	$1,796,224	$148,768
2022	$138,846	$60,723	$1,638,221	$78,123
2021	$105,431	$116,613	$1,670,212	$-11,182
2020	$126,732	$97,863	$1,600,323	$28,869
2019	$141,651	$131,050	$1,596,078	$10,601

YOUTH EDUCATIONAL FOUNDATION OF THE ROTARY CLUB SAN ANTONIO INC