FORD AND DORA WALLICK TRUST FBO YMCA OF MIAMI CO IN & MANCHESTER CO (EIN 136711994) - 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

1975

Legal Domicile

Principal Officer

ALAN SPEARS

Phone

7659734209

Tax Period

2025-01-01 to 2025-12-31

FORD AND DORA WALLICK TRUST FBO YMCA OF MIAMI CO IN & MANCHESTER CO, founded in 1975, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $338K in total revenue in fiscal year 2025. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $115K, a strong 34% operating margin.

Mission

TO SUPPORT THE MIAMI COUNTY YMCA OF PERU, INDIANA AND MANCHESTER COLLEGE IN MANCHESTER, INDIANA

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $337,941

Other Revenue $0

TOTAL REVENUE $337,941

Expense Breakdown

Grants Paid $205,559

Salaries & Benefits $15,795

Fundraising Expenses $0

Program Expenses $205,559

Other Expenses $1,627

TOTAL EXPENSES $222,981

Year-over-Year Comparison

	2025	2024	Change
Revenue	$337,941	$239,433	+0.4%
Expenses	$222,981	$228,398	0.0%
Net Income	$114,960	$11,035	+9.4%

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
N/A	TRUSTEE	2.00		$15,795	$0	$15,795

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	$337,941	$222,981	$3,409,288	$114,960
2024	$239,433	$228,398	$3,294,329	$11,035
2023	$162,505	$229,120	$3,283,295	$-66,615
2022	$104,957	$230,899	$3,349,910	$-125,942
2021	$185,587	$217,799	$3,475,852	$-32,212
2020	$90,560	$213,837	$3,508,064	$-123,277
2019	$124,365	$212,050	$3,631,341	$-87,685
2018	$106,235	$216,903	$3,719,026	$-110,668

FORD AND DORA WALLICK TRUST FBO YMCA OF MIAMI CO IN & MANCHESTER CO