SANTA MARIA VALLEY YMCA FOUNDATION

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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

1996

Legal Domicile

Principal Officer

AARON B SMITH

Phone

8059258729

Tax Period

2023-01-01 to 2023-12-31

SANTA MARIA VALLEY YMCA FOUNDATION, founded in 1996, is a small nonprofit in the Human Services sector that reported $368K in total revenue in fiscal year 2023. Revenue surged 260% from the prior year, signaling strong growth momentum. The organization ran a surplus of $298K, a strong 81% operating margin.

Mission

THE SPECIFIC PURPOSE OF THE SANTA MARIA VALLEY YMCA FOUNDATION IS TO RAISE AND MANAGE FUNDS TO DEFRAY THE EXPENSES OF THE LONG TERM CAPITAL PROJECTS AND OPERATIONAL NEEDS OF THE SANTA MARIA VALLEY YMCA, INC. AS EXPRESSED IN THE FOUNDATION'S ARTICLES OF INCORPORATION.

Program Service Accomplishments

Program 1

Expenses: $67,844

THE ORGANIZATION HAS ENGAGED SOLELY IN ACTIVITIES THAT SUPPORT OR BENEFIT THE SANTA MARIA VALLEY YMCA, INC. THOSE SERVICES PRIMARILY INCLUDE MANAGING FUNDS TO DEFRAY THE EXPENSES OF LONG TERM CAPITAL...

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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 (2023)

Revenue Breakdown

Contributions & Grants $341,733

Program Service Revenue $0

Investment Income $26,396

Other Revenue $0

TOTAL REVENUE $368,129

Expense Breakdown

Grants Paid $54,325

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $67,844

Other Expenses $15,664

TOTAL EXPENSES $69,989

Year-over-Year Comparison

	2023	2022	Change
Revenue	$368,129	$102,243	+2.6%
Expenses	$69,989	$56,000	+0.2%
Net Income	$298,140	$46,243	+5.4%

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

N/A

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
PEGGY BLOUGH	BOARD MEMBER	1.00	Director	$0	$0	$0
SHANNON SEIFERT	BOARD MEMBER	1.00	Director	$0	$0	$0
AARON B SMITH	PRESIDENT	2.00	Officer	$0	$0	$0
MIKE GIBSON	SECRETARY	1.00	Officer	$0	$0	$0
PATRICK MCDERMOTT	TREASURER	1.00	Officer	$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	No data	No data	No data	No data
2023	$368,129	$69,989	$1,554,272	$298,140
2022	$102,243	$56,000	$1,150,185	$46,243
2021	$54,465	$48,565	$1,315,112	$5,900
2020	$61,720	$36,789	$1,211,014	$24,931
2019	$186,135	$39,152	$1,114,261	$146,983