Caballeros de Yuma Inc

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1962

Legal Domicile

Principal Officer

Dave Carvell

Phone

9283431715

Tax Period

2022-07-01 to 2023-06-30

Caballeros de Yuma Inc, founded in 1962, is a small nonprofit that reported $931K in total revenue in fiscal year 2022. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $152K, a strong 16% operating margin.

Mission

To promote greater Yuma area youth, civic, educational and recreational activities.

Program Service Accomplishments

Program 1

The organization promotes, sponsors and conducts several special events in Yuma, Arizona during the year. All of the events highlight Yuma and the desert southwest. Proceeds from these events...

The organization promotes, sponsors and conducts several special events in Yuma, Arizona during the year. All of the events highlight Yuma and the desert southwest. Proceeds from these events generated $21,000 in scholarships to Arizona colleges and universities and $63,739 in donations to youth organizations and charities in the Yuma area. The largest event is "Midnight at the Oasis" - the southwest's premier classic car and nostalgia festival. This is a 3-day event in March attracting over 900 entrants and approximately 50,000 attendees.

Program 2

The second largest event is the Colorado River Balloon Festival which is a 3-day event in November which attracts numerous balloonists and thousands of members of the public to watch the balloon...

The second largest event is the Colorado River Balloon Festival which is a 3-day event in November which attracts numerous balloonists and thousands of members of the public to watch the balloon launches and attend the evening "Balloon Glow" event. The balloonists visit area schools to educate students about balloon piloting and to entertain them when the balloons land on school grounds.

Program 3

Caballeros sponsores a marathon and half-marathon taking advantage of the moderate winter temperatures of the area to attract runners from a variety of states.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $25,216

Program Service Revenue $777,338

Investment Income $58,568

Other Revenue $69,428

TOTAL REVENUE $930,550

Expense Breakdown

Grants Paid $104,739

Salaries & Benefits $103,204

Fundraising Expenses $0

Other Expenses $570,192

TOTAL EXPENSES $778,135

Year-over-Year Comparison

	2022	2021	Change
Revenue	$930,550	$1,070,022	-0.1%
Expenses	$778,135	$999,454	-0.2%
Net Income	$152,415	$70,568	+1.2%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

100

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
Mike Mendez	Past President	1.00	Director	$0	$0	$0
Derek Egeberg	Director	1.00	Director	$0	$0	$0
Rob Takesuye	Director	1.00	Director	$0	$0	$0
Terry Frydenlund	Director	1.00	Director	$0	$0	$0
Chris Wheeler	Director	1.00	Director	$0	$0	$0
Clint Osborn	Director	1.00	Director	$0	$0	$0
Dan Tortolano	Director	1.00	Director	$0	$0	$0
Jerry Paulin	Director	1.00	Director	$0	$0	$0
Page Misenhimer	Director	1.00	Director	$0	$0	$0
Kevin Smith	Secretary	1.00	Officer	$0	$0	$0
Dave Carvell	President	1.00	Officer	$0	$0	$0
Jeff Johnson	Vice President	1.00	Officer	$0	$0	$0
Frank Saldana	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$930,550	$778,135	$1,456,685	$152,415
2022	$1,070,022	$999,454	$1,282,985	$70,568
2021	$284,143	$243,341	$1,379,535	$40,802
2020	$781,657	$703,875	$1,299,843	$77,782
2019	$753,553	$695,244	$1,205,805	$58,309
2018	$674,973	$621,820	$1,117,326	$53,153