LEBANON VALLEY FAMILY YMCA (EIN 231243980) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1953

Legal Domicile

Principal Officer

WILLIAM ZAZYNSKI

Phone

7172732691

Tax Period

2024-09-01 to 2025-08-31

LEBANON VALLEY FAMILY YMCA, founded in 1953, is a community nonprofit that reported $4.8M in total revenue in fiscal year 2024.

Mission

THE LEBANON VALLEY FAMILY YMCA MISSION IS TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. WITH A FOCUS OF BEING THE LEADING NON-PROFIT ORGANIZATION IN PROVIDING PROGRAMS, SERVICES AND FACILITIES THAT POSITIVELY IMPACT THE LIVES OF ALL PEOPLE FROM INFANTS TO SENIORS WITHIN OUR SERVICE AREA BY CREATING A HEALTHY, NURTURING, LEARNING ENVIRONMENT THAT FOSTERS POSITIVE DEVELOPMENT IN ALL ASPECTS OF LIFE. AS PART OF OUR MISSION OUR PROGRAMS ARE ACCESSIBLE, AFFORDABLE, AND OPEN TO ALL FAITHS, BACKGROUNDS, ABILITIES AND INCOME LEVELS. WE PROVIDE FINANCIAL ASSISTANCE TO PEOPLE WHO OTHERWISE MAY NOT HAVE BEEN ABLE TO AFFORD TO PARTICIPATE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $476,897

Program Service Revenue $4,173,486

Investment Income $121,129

Other Revenue $69,321

TOTAL REVENUE $4,840,833

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,491,637

Fundraising Expenses $93,187

Program Expenses $4,246,638

Other Expenses $1,739,788

TOTAL EXPENSES $5,231,425

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,840,833	$4,798,915	+0.0%
Expenses	$5,231,425	$4,829,567	+0.1%
Net Income	$-390,592	$-30,652	+11.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

268

Volunteers

350

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
PHILLIP TIPTON	CEO	40.00	Highest	$145,163	$24,254	$169,417
LEE ALLWEIN	DIRECTOR	10.00	Director	$0	$0	$0
CARRIE BOYER	DIRECTOR	10.00	Director	$0	$0	$0
THOMAS BUZBY	DIRECTOR	10.00	Director	$0	$0	$0
BRAD CHARLES	DIRECTOR	10.00	Director	$0	$0	$0
JAY DAVIS	DIRECTOR	10.00	Director	$0	$0	$0
LAURIE FUNK	DIRECTOR	10.00	Director	$0	$0	$0
JAMIE HANFORD	DIRECTOR	10.00	Director	$0	$0	$0
SCOTT HANFORD	DIRECTOR	10.00	Director	$0	$0	$0
THOMAS HARLOW	SECRETARY	10.00	Officer Director	$0	$0	$0
PATRICK FREER JR	DIRECTOR	10.00	Director	$0	$0	$0
CORY KAPLAN	DIRECTOR	10.00	Director	$0	$0	$0
KAREN NICHOLSON	TREASURER	10.00	Officer Director	$0	$0	$0
WILEY PARKER	DIRECTOR	10.00	Director	$0	$0	$0
TROY PETERS	VICE CHAIR	10.00	Officer Director	$0	$0	$0
VIRGINIA SANGER	DIRECTOR	10.00	Director	$0	$0	$0
MICKEY SANTORA	CHAIRMAN	10.00	Officer Director	$0	$0	$0
KATIE SHOE	DIRECTOR	10.00	Director	$0	$0	$0
NOAH STARRY	DIRECTOR	10.00	Director	$0	$0	$0
KRISTI WEIERBACH	DIRECTOR	10.00	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
2025	$4,840,833	$5,231,425	$7,927,303	$-390,592
2024	$4,798,915	$4,829,567	$8,377,416	$-30,652
2023	$4,354,214	$4,934,735	$8,228,486	$-580,521
2022	$5,779,617	$4,381,869	$9,477,991	$1,397,748
2021	$5,602,034	$3,513,796	$9,056,365	$2,088,238
2020	$3,147,390	$3,696,193	$6,565,442	$-548,803
2019	$3,998,495	$4,068,194	$6,811,061	$-69,699
2018	$4,008,705	$4,066,480	$7,138,224	$-57,775

LEBANON VALLEY FAMILY YMCA