Santa Barbara Youth Sailing Foundation (EIN 952487510) - 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

1967

Legal Domicile

Principal Officer

Bowen Lee

Phone

8059654603

Tax Period

2025-01-01 to 2025-12-31

Santa Barbara Youth Sailing Foundation, founded in 1967, is a small nonprofit that reported $500K in total revenue in fiscal year 2025. Net assets of $3.3M represent 78 months of operating reserves.

Mission

Promote Youth Sailing Skills

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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 (2025)

Revenue Breakdown

Contributions & Grants $222,592

Program Service Revenue $210,915

Investment Income $58,934

Other Revenue $7,682

TOTAL REVENUE $500,123

Expense Breakdown

Grants Paid $0

Salaries & Benefits $202,690

Fundraising Expenses $12,521

Program Expenses $439,101

Other Expenses $300,508

TOTAL EXPENSES $503,198

Year-over-Year Comparison

	2025	2024	Change
Revenue	$500,123	$477,759	+0.0%
Expenses	$503,198	$529,454	0.0%
Net Income	$-3,075	$-51,695	-0.9%

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

Volunteers

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
Lauren Bell	President	8.00	Officer Director	$0	$0	$0
Bowen Lee	Treasurer	8.00	Officer Director	$0	$0	$0
Edward Behrens	Secretary	2.00	Officer Director	$0	$0	$0
Michelle Edwards	Director	1.00	Director	$0	$0	$0
Eric Stokke	Director	1.00	Director	$0	$0	$0
Kenny Kieding	Director	1.00	Director	$0	$0	$0
Sarah Schaupeter	Director	1.00	Director	$0	$0	$0
Jon Wadell	Director	1.00	Director	$0	$0	$0
Laura Seawards	Director	1.00		$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	$500,123	$503,198	$3,255,334	$-3,075
2024	No data	No data	No data	No data
2023	$454,950	$421,977	$2,826,155	$32,973
2022	$374,333	$376,105	$2,548,694	$-1,772
2021	$646,218	$309,543	$2,827,831	$336,675
2020	$506,117	$245,840	$2,550,364	$260,277
2019	$456,809	$255,118	$2,262,497	$201,691
2018	$614,924	$271,971	$1,883,223	$342,953

Santa Barbara Youth Sailing Foundation