Young Men's Democratic Assoc-Berks County (EIN 231244704) - 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

1948

Legal Domicile

Principal Officer

Larry Kline

Phone

6103734528

Tax Period

2024-01-01 to 2024-12-31

Young Men's Democratic Assoc-Berks County, founded in 1948, is a micro nonprofit that reported $88K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $14K, a strong 16% operating margin.

Mission

Promoting Social Welfare

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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 $2,582

Program Service Revenue $74,135

Investment Income $0

Other Revenue $10,919

TOTAL REVENUE $87,636

Expense Breakdown

Grants Paid $0

Salaries & Benefits $30,692

Fundraising Expenses $0

Other Expenses $42,651

TOTAL EXPENSES $73,343

Year-over-Year Comparison

	2024	2023	Change
Revenue	$87,636	$95,074	-0.1%
Expenses	$73,343	$42,460	+0.7%
Net Income	$14,293	$52,614	-0.7%

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

N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Larry Kline	President	20.00	Officer	$0	$0	$0
Kimberly Jelassi	Vice President	14.00	Officer	$0	$0	$0
Michael Partridge	Financial Secretary	20.00	Officer	$0	$0	$0
Jennifer Rothermel	Treasurer	20.00	Officer	$0	$0	$0
Sandra Waltman	Recording Secretary	14.00	Officer	$0	$0	$0
Harry Buttner	Sgt at Arms	0.00	Officer	$0	$0	$0
Bob Sachetta	Trustee	20.00	Director	$0	$0	$0
Wilfredo Padilla	Trustee	12.00	Director	$0	$0	$0
Angela Kerns	Trustee	12.00	Director	$0	$0	$0
Walter Moyer	Trustee	0.00	Director	$0	$0	$0
Janet Perry	Trustee	12.00	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	$87,636	$73,343	$34,737	$14,293
2022	$35,510	$46,960	$33,102	$-11,450
2021	$34,608	$43,267	$34,195	$-8,659
2020	$39,260	$33,495	$42,931	$5,765
2019	$46,723	$48,636	$41,148	$-1,913
2018	$94,245	$192,908	$54,448	$-98,663

Young Men's Democratic Assoc-Berks County