Grays Harbor YMCA Endowment Management Association (EIN 201383029) - 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

2004

Legal Domicile

Principal Officer

Franzine Potts

Phone

3605333881

Tax Period

2023-01-01 to 2023-12-31

Grays Harbor YMCA Endowment Management Association, founded in 2004, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $45K in total revenue in fiscal year 2023. Revenue fell 135% from the prior year — a significant decline worth monitoring.

Mission

Invest and manage all endowment funds gifted to the YMCA of Grays Harbor and to allocate the income from the investment of its funds to the YMCA of Grays Harbor.

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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 $131

Program Service Revenue $0

Investment Income $-45,299

Other Revenue $0

TOTAL REVENUE $-45,168

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $74,934

Other Expenses $82,715

TOTAL EXPENSES $82,715

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-45,168	$128,025	-1.4%
Expenses	$82,715	$156,248	-0.5%
Net Income	$-127,883	$-28,223	+3.5%

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	Role	Reportable Comp	Other Comp	Total
Tim Kuhn	BOD	Director	$0	$0	$0
Tim Martin	BOD	Director	$0	$0	$0
Wesley Peterson	Chair	Officer 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	$-45,168	$82,715	$2,471,801	$-127,883
2022	$128,025	$156,248	$2,089,267	$-28,223
2021	$233,083	$17,676	$2,978,480	$215,407
2020	$174,200	$72,450	$2,685,515	$101,750
2019	$305,391	$117,064	$2,164,544	$188,327
2018	$246,363	$84,245	$1,891,254	$162,118

Grays Harbor YMCA Endowment Management Association