BOYS AND GIRLS CLUBS OF SAN FRANCISCO ENDOWMENT TRUST (EIN 946104097) - 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

1958

Legal Domicile

Principal Officer

ROB CONNOLLY

Phone

4154455437

Tax Period

2023-10-01 to 2024-09-30

BOYS AND GIRLS CLUBS OF SAN FRANCISCO ENDOWMENT TRUST, founded in 1958, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2023. Revenue surged 153% from the prior year, signaling strong growth momentum. Expenses of $3.3M exceeded revenue, resulting in a 10% operating deficit.

Mission

THE BOYS & GIRLS CLUBS OF SAN FRANCISCO ENDOWMENT TRUST'S (THE ENDOWMENT TRUST) SOLE ACTIVITY IS TO PROVIDE CONTINUING FINANCIAL SUPPORT TO THE BOYS & GIRLS CLUBS OF SAN FRANCISCO (THE CLUB), AN EXEMPT PUBLIC INTERNAL REVENUE CODE SECTION 501(C)(3) ORGANIZATION, EIN 94-1156608.

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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 $0

Program Service Revenue $0

Investment Income $2,982,721

Other Revenue $0

TOTAL REVENUE $2,982,721

Expense Breakdown

Grants Paid $3,053,896

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,053,896

Other Expenses $241,734

TOTAL EXPENSES $3,295,630

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,982,721	$1,180,521	+1.5%
Expenses	$3,295,630	$3,221,709	+0.0%
Net Income	$-312,909	$-2,041,188	-0.8%

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

$423,632

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEXANDER SANDY DEAN	CHAIR AND SECRETARY	2.00	Officer Director	$0	$0	$0
BRENDA VINGIELLO	TRUSTEE	0.30	Director	$0	$0	$0
JASON MOMENT	TRUSTEE	0.30	Director	$0	$0	$0
ROBERT WELTMAN	TRUSTEE	0.30	Director	$0	$0	$0
JOHN WARREN	TRUSTEE	0.30	Director	$0	$0	$0
ROB CONNOLLY	PRESIDENT	2.00	Officer	$0	$35,250	$423,632

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	$2,982,721	$3,295,630	$67,858,821	$-312,909
2023	$1,180,521	$3,221,709	$55,098,751	$-2,041,188
2022	$1,362,900	$2,731,960	$49,485,813	$-1,369,060
2021	$1,195,966	$1,127,885	$61,957,673	$68,081
2020	$474,620	$1,357,147	$47,105,342	$-882,527
2019	$4,134,426	$2,447,407	$41,330,041	$1,687,019
2018	$2,734,941	$2,341,772	$41,033,067	$393,169

BOYS AND GIRLS CLUBS OF SAN FRANCISCO ENDOWMENT TRUST