SANTA MONICA YMCA ENDOWMENT FUND (EIN 953691421) - 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

1982

Legal Domicile

Principal Officer

HODGE PATTERSON

Phone

3103932721

Tax Period

2024-01-01 to 2024-12-31

SANTA MONICA YMCA ENDOWMENT FUND, founded in 1982, is a small nonprofit in the Human Services sector that reported $579K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

PROMOTING THE WELFARE OF THE SANTA MONICA FAMILY YMCA.

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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 $0

Program Service Revenue $0

Investment Income $578,670

Other Revenue $0

TOTAL REVENUE $578,670

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	$578,670	$625,027	-0.1%
Expenses	N/A	$42,319	-1.0%
Net Income	N/A	$582,708	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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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

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

$358,504

Total Directors

Key Employees

Highest Compensated

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	$21,167	$224,807
ARACELI ALEJANDRE	CHIEF OPERATING OFFICER	2.00	Officer	$0	$12,609	$133,697

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	$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

SANTA MONICA YMCA ENDOWMENT FUND