TRUST UWO ELMER A SPERRY FOR YMCA OF (EIN 136048373) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1930

Legal Domicile

Phone

8004962583

Tax Period

2025-01-01 to 2025-12-31

TRUST UWO ELMER A SPERRY FOR YMCA OF, founded in 1930, is a community nonprofit in the Recreation & Sports sector that reported $5.2M in total revenue in fiscal year 2025. Revenue surged 575% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.5M, a strong 87% operating margin.

Mission

SUPPORTS YMCA OF GREATER NY WITH PREFERENCE FOR THE FLATBUSH AVE YMCA BRANCH

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $5,152,411

Other Revenue $0

TOTAL REVENUE $5,152,411

Expense Breakdown

Grants Paid $537,033

Salaries & Benefits $107,108

Fundraising Expenses $0

Program Expenses $578,520

Other Expenses $3,684

TOTAL EXPENSES $647,825

Year-over-Year Comparison

	2025	2024	Change
Revenue	$5,152,411	$763,237	+5.8%
Expenses	$647,825	$648,128	0.0%
Net Income	$4,504,586	$115,109	+38.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
CHRIS BLUNT	CO-TRUSTEE	0.5	Director	$0	$0	$0
CHARLES KING	CO-TRUSTEE	0.5	Director	$0	$0	$0
CONSUELO MACK	CO-TRUSTEE	0.5	Director	$0	$0	$0
WILLIAM RUECKERT	CO-TRUSTEE	0.5	Director	$0	$0	$0
N/A	TRUSTEE	5.0		$107,108	$0	$107,108

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	$5,152,411	$647,825	$12,070,277	$4,504,586
2024	$763,237	$648,128	$7,549,820	$115,109
2023	$592,755	$642,926	$7,438,088	$-50,171
2022	$286,750	$639,384	$7,488,489	$-352,634
2021	$561,674	$589,901	$7,841,681	$-28,227
2020	$429,014	$533,759	$7,870,816	$-104,745
2019	$490,110	$415,661	$7,978,021	$74,449
2018	$467,952	$341,721	$7,903,911	$126,231

TRUST UWO ELMER A SPERRY FOR YMCA OF