YWCA OF MOUNT DESERT ISLAND (EIN 010211569) - 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

1904

Legal Domicile

Principal Officer

KATE HALL JORDAN

Phone

2072885008

Tax Period

2023-01-01 to 2023-12-31

YWCA OF MOUNT DESERT ISLAND, founded in 1904, is a small nonprofit that reported $589K in total revenue in fiscal year 2023. Net assets of $5.9M represent 120 months of operating reserves.

Mission

THE YWCA PROVIDES PROGRAMS THAT ELIMINATE RACISM AND EMPOWER WOMEN, INCLUDING AFFORDABLE HOUSING FOR WOMEN & GIRLS, TEEN EDUCATION, AND ACTIVITIES FOR CHILDREN.

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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 (2023)

Revenue Breakdown

Contributions & Grants $139,479

Program Service Revenue $151,563

Investment Income $273,764

Other Revenue $24,666

TOTAL REVENUE $589,472

Expense Breakdown

Grants Paid $13,905

Salaries & Benefits $345,938

Fundraising Expenses $37,760

Program Expenses $417,562

Other Expenses $262,627

TOTAL EXPENSES $622,470

Year-over-Year Comparison

	2023	2022	Change
Revenue	$589,472	$568,285	+0.0%
Expenses	$622,470	$557,506	+0.1%
Net Income	$-32,998	$10,779	-4.1%

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

$61,740

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACKIE DAVIDSON	EXECUTIVE DI	40.00	Officer	$61,740	$0	$61,740
KATE HALL JORDAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOAN LOY-BAXTER	TREASURER/SE	2.00	Officer Director	$0	$0	$0
JULIE FULTON-KELLY	DIRECTOR	1.00	Director	$0	$0	$0
EMILY LOSQUADRO	DIRECTOR	1.00	Director	$0	$0	$0
EDITH DUBOIS	DIRECTOR	1.00	Director	$0	$0	$0
ORMANDA JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
EILEEN PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE WITHAM	DIRECTOR	1.00	Director	$0	$0	$0
ANN WORRICK	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
LAUREN KONCINSKY	DIRECTOR	1.00	Director	$0	$0	$0
GLORIA KUNJE	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
2024	No data	No data	No data	No data
2023	$589,472	$622,470	$6,696,278	$-32,998
2023	$625,435	$615,477	$6,694,071	$9,958
2022	$568,285	$557,506	$5,866,204	$10,779
2021	$625,326	$547,540	$6,546,958	$77,786
2020	$808,692	$510,932	$6,105,279	$297,760
2019	$469,937	$544,080	$5,847,872	$-74,143

YWCA OF MOUNT DESERT ISLAND