BURLINGTON AREA YMCA ENDOWMENT FOUNDATION (EIN 202370690) - 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

JOHN WAGNER

Phone

3197536734

Tax Period

2024-01-01 to 2024-12-31

BURLINGTON AREA YMCA ENDOWMENT FOUNDATION, founded in 2004, is a small nonprofit in the Human Services sector that reported $365K in total revenue in fiscal year 2024. Revenue surged 127% from the prior year, signaling strong growth momentum. The organization ran a surplus of $211K, a strong 58% operating margin.

Mission

TO MAKE DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE - SPECIFICALLY, THE BURLINGTON COMMUNITY YMCA/YWCA.

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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 $365,181

Other Revenue $0

TOTAL REVENUE $365,181

Expense Breakdown

Grants Paid $120,684

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $120,684

Other Expenses $33,614

TOTAL EXPENSES $154,298

Year-over-Year Comparison

	2024	2023	Change
Revenue	$365,181	$160,883	+1.3%
Expenses	$154,298	$213,585	-0.3%
Net Income	$210,883	$-52,702	-5.0%

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

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
JOHN WAGNER	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRETT BESSINE	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
TERRI DOWELL	TREASURER	1.00	Officer Director	$0	$0	$0
GENE ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
FRANK DELANEY	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN HELLING	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	$365,181	$154,298	$4,491,446	$210,883
2023	$160,883	$213,585	$4,128,987	$-52,702
2022	$176,280	$76,157	$3,849,939	$100,123
2021	$312,190	$48,267	$4,409,123	$263,923
2020	$132,586	$54,123	$3,985,065	$78,463
2019	$176,257	$390,687	$3,664,134	$-214,430
2018	$362,168	$128,094	$3,432,075	$234,074

BURLINGTON AREA YMCA ENDOWMENT FOUNDATION