SANTA MARIA VALLEY YOUNG MEN'S CHRISTIAN ASSOCIATION (EIN 952158363) - 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

1960

Legal Domicile

Phone

8059378521

Tax Period

2024-01-01 to 2024-12-31

SANTA MARIA VALLEY YOUNG MEN'S CHRISTIAN ASSOCIATION, founded in 1960, is a community nonprofit in the Human Services sector that reported $10.0M in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.4M, a strong 34% operating margin.

Mission

SANTA MARIA VALLEY YMCA IS A NOT-FOR-PROFIT ORGANIZATION THAT IS PRINCIPALLY A FELLOWSHIP OF PERSONS DEDICATED TO THE DEVELOPMENT OF PROGRAMS PROMOTING STRONG FAMILIES, HEALTHY LIFESTYLES, YOUTH LEADERSHIP INTERNATIONAL UNDERSTANDING AND COMMUNITY SERVICES .

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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 $7,627,279

Program Service Revenue $2,033,987

Investment Income $191,384

Other Revenue $133,677

TOTAL REVENUE $9,986,327

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,751,426

Fundraising Expenses $73,199

Program Expenses $5,955,411

Other Expenses $1,851,979

TOTAL EXPENSES $6,603,405

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,986,327	$7,220,555	+0.4%
Expenses	$6,603,405	$5,180,611	+0.3%
Net Income	$3,382,922	$2,039,944	+0.7%

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

363

Volunteers

525

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

$419,755

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Angie Gumabon	Secretary	3.0	Officer Director	$0	$0	$0
Jason Buchanan	Vice Chief Volunteer Officer	3.0	Officer Director	$0	$0	$0
Jessa Brooks	Chief Volunteer Officer	3.0	Officer Director	$0	$0	$0
Joe Dana	Past Chief Volunteer Officer	3.0	Officer Director	$0	$0	$0
Pat McDermott	Treasurer	3.0	Officer Director	$0	$0	$0
Angela Soares	Member	3.0	Director	$0	$0	$0
Brooke Bradley	Member	3.0	Director	$0	$0	$0
Daniel Cohen	Member	3.0	Director	$0	$0	$0
Dave Wright	Member	3.0	Director	$0	$0	$0
Elidia Morales	Member	3.0	Director	$0	$0	$0
Emilio Handall	Member	3.0	Director	$0	$0	$0
Kelli Briggs	Member	3.0	Director	$0	$0	$0
Leonard Champion	Member	3.0	Director	$0	$0	$0
Mark Palmerston	Member	3.0	Director	$0	$0	$0
Mike Gibson	Member	3.0	Director	$0	$0	$0
Peggy Blough	Member	3.0	Director	$0	$0	$0
Ruben Ramirez	Member	3.0	Director	$0	$0	$0
Sarah Valverde	Member	3.0	Director	$0	$0	$0
Cindy Dauster	CFO	40.0	Key Emp	$191,492	$0	$191,492
Shannon Seifert	CEO	40.0	Key Emp	$228,263	$0	$228,263

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	$9,986,327	$6,603,405	$9,835,823	$3,382,922
2023	$7,220,555	$5,180,611	$6,228,607	$2,039,944
2022	$3,741,114	$3,580,802	$3,944,344	$160,312
2020	$2,639,903	$2,648,076	$3,367,302	$-8,173
2019	$3,822,205	$3,627,628	$2,940,620	$194,577
2018	$3,119,159	$3,094,367	$2,701,886	$24,792

SANTA MARIA VALLEY YOUNG MEN'S CHRISTIAN ASSOCIATION