LAURA&CAL TURNER FAM YMCA FOUND INC C/O SHELTON CPAS LLP (EIN 020706251) - 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

2003

Legal Domicile

Principal Officer

DAN HARBISON

Phone

2707838300

Tax Period

2024-01-01 to 2024-12-31

LAURA&CAL TURNER FAM YMCA FOUND INC C/O SHELTON CPAS LLP, founded in 2003, is a small nonprofit in the Human Services sector that reported $131K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $73K, a strong 55% operating margin.

Mission

THE FOUNDATION SERVES AS A SUPPORTING ORGANIZATION TO THE CORE OF SCOTTSVILLE AND ALLEN COUNTY, INC. THE FOUNDATION CONTRIBUTES 100% OF ITS NET INVESTMENT INCOME TO THE SUPPORTED PUBLIC CHARITY.

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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 $131,394

Other Revenue $0

TOTAL REVENUE $131,394

Expense Breakdown

Grants Paid $40,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $58,848

Other Expenses $18,848

TOTAL EXPENSES $58,848

Year-over-Year Comparison

	2024	2023	Change
Revenue	$131,394	$98,719	+0.3%
Expenses	$58,848	$92,240	-0.4%
Net Income	$72,546	$6,479	+10.2%

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

N/A

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
DELL HALL	TREASURER	1.00	Officer	$0	$0	$0
DAN HARBISON	PRESIDENT	1.00	Officer	$0	$0	$0
MARK HUNTSMAN	OFFICER	1.00	Officer	$0	$0	$0
KATHRINE SIKORA	OFFICER	1.00	Officer	$0	$0	$0
ERNIE STAFFORD	SECRETARY	1.00	Officer	$0	$0	$0
RICK STARKS	OFFICER	1.00	Officer	$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	$131,394	$58,848	$1,477,194	$72,546
2023	$98,719	$92,240	$1,404,635	$6,479
2022	$82,640	$103,101	$1,398,189	$-20,461
2021	$68,376	$19,010	$1,418,714	$49,366
2020	$89,927	$56,220	$1,369,219	$33,707

LAURA&CAL TURNER FAM YMCA FOUND INC C/O SHELTON CPAS LLP