Lakeland Hills Family YMCA (EIN 221559438) - 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

1947

Legal Domicile

Phone

9733342820

Tax Period

2024-01-01 to 2024-12-31

Lakeland Hills Family YMCA, founded in 1947, is a community nonprofit in the Human Services sector that reported $8.4M in total revenue in fiscal year 2024.

Mission

Through the tradition of excellence and service, we support our community by providing programs that strengthen a healthy mind, body, and spirit.

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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 $534,574

Program Service Revenue $7,413,156

Investment Income $441,077

Other Revenue $-7,010

TOTAL REVENUE $8,381,797

Expense Breakdown

Grants Paid $138,964

Salaries & Benefits $5,570,695

Fundraising Expenses $280,350

Program Expenses $6,962,247

Other Expenses $2,893,568

TOTAL EXPENSES $8,603,227

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,381,797	$8,350,442	+0.0%
Expenses	$8,603,227	$8,226,928	+0.0%
Net Income	$-221,430	$123,514	-2.8%

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

502

Volunteers

120

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

$511,499

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alisha Carrazza	Vice President	2.0	Officer Director	$0	$0	$0
Bill Olderman	Vice President	2.0	Officer Director	$0	$0	$0
Karen MacLeod	Vice President	2.0	Officer Director	$0	$0	$0
Kevin Beisswenger	Treasurer	2.0	Officer Director	$0	$0	$0
Tom Pownall	Chairperson	2.0	Officer Director	$0	$0	$0
Andy Casiano	Board of Governors	1.0	Director	$0	$0	$0
Barbara Girz	Board of Governors	1.0	Director	$0	$0	$0
Christina Bunzendahl	Board of Governors	1.0	Director	$0	$0	$0
Dave Fulton	Board of Governors	1.0	Director	$0	$0	$0
Fernanda Hession	Board of Governors	1.0	Director	$0	$0	$0
Frank Giarratano	Board of Governors	1.0	Director	$0	$0	$0
John Bernauer	Board of Governors	1.0	Director	$0	$0	$0
Laura Smith	Board of Governors	1.0	Director	$0	$0	$0
Lisa Webb	Board of Governors	1.0	Director	$0	$0	$0
Mandy Kiely	Board of Governors	1.0	Director	$0	$0	$0
Melissa Muilenburg	Secretary to the Board	1.0	Director	$0	$0	$0
Paul Anderson	Board of Governors	1.0	Director	$0	$0	$0
Robert Batic	Board of Governors (Started 6/1/24)	1.0	Director	$0	$0	$0
Sean Kehoe	Board of Governors (Started 6/1/24)	1.0	Director	$0	$0	$0
Alejandro Martinez	Chief Executive Officer	40.0	Officer	$202,020	$10,323	$212,343
Devon Maloney	Chief Operating Officer	40.0	Officer	$139,850	$17,862	$157,712
Rosemary Linder Day	Vice Preseident, Marketing and Membership	40.0	Officer	$113,193	$28,251	$141,444
Jonathan Stecky-Ogintz	Director of Information & Technology	40.0	Highest	$116,890	$14,496	$131,386

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	$8,381,797	$8,603,227	$10,486,806	$-221,430
2023	$8,350,442	$8,226,928	$10,010,520	$123,514
2022	$7,245,855	$7,264,740	$9,204,056	$-18,885
2021	$7,385,268	$5,866,486	$10,403,408	$1,518,782
2020	$3,448,535	$5,035,238	$8,986,159	$-1,586,703
2019	$8,232,397	$7,517,630	$10,296,978	$714,767
2018	$7,739,950	$7,327,249	$9,163,618	$412,701

Lakeland Hills Family YMCA