SAN GABRIEL VALLEY YMCA (EIN 952040876) - 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

1924

Legal Domicile

Principal Officer

JEFF MCBRIDE

Phone

7145499622

Tax Period

2018-07-01 to 2019-06-12

SAN GABRIEL VALLEY YMCA, founded in 1924, is a micro nonprofit that reported $18K in total revenue in fiscal year 2018. Revenue fell 195% from the prior year — a significant decline worth monitoring.

Mission

THE YMCA IS A MEMBERSHIP ASSOCIATION OF MEN, WOMEN, AND CHILDREN OF ALL AGES, RACES AND RELIGIONS. IT IS DEDICATED TO BUILDING A HEALTHY BODY, MIND, AND SPIRIT OF INDIVIDUALS AND FAMILIES.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $-18,774

Other Revenue $338

TOTAL REVENUE $-18,436

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $103,206

Other Expenses $103,206

TOTAL EXPENSES $103,206

Year-over-Year Comparison

	2018	2017	Change
Revenue	$-18,436	$19,356	-2.0%
Expenses	$103,206	$233,357	-0.6%
Net Income	$-121,642	$-214,001	-0.4%

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

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
SYLVIA BELTRAN	CHAIR	1.00	Officer Director	$0	$0	$0
DAVID HALL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
WAYNE PARTEE	SECRETARY	1.00	Officer Director	$0	$0	$0
SHARLANE BAILEY	TREASURER	1.00	Officer Director	$0	$0	$0
FRANK RIZZI	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
JOHN HSU	DIRECTOR	1.00	Director	$0	$0	$0
ANNE MA	DIRECTOR	1.00	Director	$0	$0	$0
MARTIN KLEINBART	DIRECTOR	1.00	Director	$0	$0	$0
AL VAZQUEZ	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
2019	$-18,436	$103,206	No data	$-121,642
2018	$19,356	$233,357	$121,642	$-214,001

SAN GABRIEL VALLEY YMCA