WILLIAMS YMCA OF AVERY COUNTY (EIN 204910495) - 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

2006

Legal Domicile

Principal Officer

JOHN BLACKBURN

Phone

8287375500

Tax Period

2024-01-01 to 2024-12-31

WILLIAMS YMCA OF AVERY COUNTY, founded in 2006, is a mid-sized nonprofit in the Youth Development sector that reported $10.5M in total revenue in fiscal year 2024. Revenue surged 121% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.9M, a strong 66% operating margin.

Mission

SEE SERVICES/STATEMENT A

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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 $8,980,586

Program Service Revenue $1,367,810

Investment Income $82,697

Other Revenue $27,378

TOTAL REVENUE $10,458,471

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,025,278

Fundraising Expenses $46,928

Program Expenses $2,969,848

Other Expenses $1,557,410

TOTAL EXPENSES $3,582,688

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,458,471	$4,730,991	+1.2%
Expenses	$3,582,688	$2,954,619	+0.2%
Net Income	$6,875,783	$1,776,372	+2.9%

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

180

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 BLACKBURN	CHAIRPERSON	2.00	Officer	$0	$0	$0
CARMEN LACEY	SECRETARY	2.00	Officer	$0	$0	$0
VAN PHILLIPS	VICE CHAIRPERSON	2.00	Officer	$0	$0	$0
DAVID BROOKS	TREASURER	4.00	Officer	$0	$0	$0
CHARLES OAKLEY	EXECUTIVE DIRECTOR	40.00	Key Emp	$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	$10,458,471	$3,582,688	$27,688,800	$6,875,783
2023	$4,730,991	$2,954,619	$18,515,126	$1,776,372
2022	$8,336,012	$2,663,364	$16,653,171	$5,672,648
2021	$2,337,962	$2,375,179	$10,986,803	$-37,217
2020	$2,224,744	$1,902,341	$11,522,365	$322,403
2019	$2,081,062	$2,243,265	$11,899,949	$-162,203
2018	$2,006,478	$2,213,714	$12,176,138	$-207,236

WILLIAMS YMCA OF AVERY COUNTY