SANTA MONICA YMCA ENDOWMENT FUND

EIN: 953691421 501(c)(3) Human Services

SANTA MONICA, CA

Total Revenue
$611,284
Total Expenses
N/A
Total Assets
$24,945,266
Net Assets
$24,945,266
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1982
Legal Domicile
CA
Principal Officer
HODGE PATTERSON
Phone
3103932721
Tax Period
2025-01-01 to 2025-12-31

SANTA MONICA YMCA ENDOWMENT FUND, founded in 1982, is a small nonprofit in the Human Services sector that reported $611K in total revenue in fiscal year 2025.

Mission

THE PURPOSE OF THE SANTA MONICA YMCA ENDOWMENT FUND IS TO EMPOWER THE YMCA TO PROACTIVELY AND PROMPTLY RESPOND TO OUR COMMUNITY'S EVER CHANGING NEEDS WITH FUNDS AVAILABLE TO EXPLORE AND EXPAND PROGRAMS. GIVING TO THE ENDOWMENT FUND CAN BE THROUGH A DIRECT GIFT OR A PLANNED GIVING VEHICLE.

Program Service Accomplishments

Program 1

THE TRUSTEES MAY, IN THEIR ABSOLUTE DISCRETION, CONTRIBUTE ONLY THE INCOME FROM PERMANENTLY RESTRICTED NET ASSETS TO THE SANTA MONICA FAMILY YMCA IN SUPPORT OF ITS 501(C)(3) EXEMPT PURPOSE.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $611,284
Other Revenue $0
TOTAL REVENUE $611,284

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $0
TOTAL EXPENSES $0

Year-over-Year Comparison

2025 2024 Change
Revenue $611,284 $578,670 +0.1%
Expenses N/A N/A N/A
Net Income N/A $578,670 N/A
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
9

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
4
$440,874
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID K NELSON CHAIRMAN 2.00
Officer Director
$0 $0 $0
JAMES HALJUN EMERITUS 2.00
Director
$0 $0 $0
JUDI BARKER TRUSTEE 2.00
Director
$0 $0 $0
FRED KUHNS TRUSTEE 2.00
Director
$0 $0 $0
DON COHEN TRUSTEE 2.00
Director
$0 $0 $0
RICHARD E LAWRENCE TRUSTEE & SECRETARY 2.00
Officer Director
$0 $0 $0
JOHN MCINTIRE TRUSTEE 2.00
Director
$0 $0 $0
SHARON PERLMUTTER GAVIN TRUSTEE 2.00
Director
$0 $0 $0
TULLY WATSON BOARD CHAIR 4.00
Director
$0 $0 $0
HODGE PATTERSON IV CHIEF EXECUTIVE OFFICER 2.00
Officer
$0 $40,896 $298,029
ARACELI ALEJANDRE CHIEF OPERATING OFFICER 2.00
Officer
$0 $6,341 $142,845
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 $611,284 No data $24,945,266 No data
2024 $578,670 No data $21,201,200 No data
2023 $625,027 $42,319 $19,161,712 $582,708
2022 $447,356 $41,747 $16,752,276 $405,609
2021 $562,674 $30,063 $18,718,042 $532,611
2020 $647,621 $25,896 $16,954,837 $621,725
2019 $395,993 $78,700 $15,085,930 $317,293
2018 $560,765 $82,560 $11,845,702 $478,205
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