YMCA OF GREATER BRANDYWINE (EIN 231365994) - 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

1892

Legal Domicile

Principal Officer

BERTRAM L LAWSON II

Phone

6106439622

Tax Period

2024-01-01 to 2024-12-31

YMCA OF GREATER BRANDYWINE, founded in 1892, is a mid-sized nonprofit in the Human Services sector that reported $47.9M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND, AND BODY FOR ALL.

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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 $1,618,449

Program Service Revenue $44,130,976

Investment Income $1,497,702

Other Revenue $668,697

TOTAL REVENUE $47,915,824

Expense Breakdown

Grants Paid $2,577,483

Salaries & Benefits $29,217,365

Fundraising Expenses $468,047

Program Expenses $43,249,899

Other Expenses $17,875,468

TOTAL EXPENSES $49,670,316

Year-over-Year Comparison

	2024	2023	Change
Revenue	$47,915,824	$42,688,621	+0.1%
Expenses	$49,670,316	$44,841,678	+0.1%
Net Income	$-1,754,492	$-2,153,057	-0.2%

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

2308

Volunteers

5015

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

$1,101,511

Total Directors

Key Employees

$345,354

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HUGH ALGEO	MEMBER	1.00	Director	$0	$0	$0
BRENDA ALLEN	MEMBER	1.00	Director	$0	$0	$0
LISA ARNOLD	MEMBER, JV BOARD CHAIR	3.00	Director	$0	$0	$0
KENT BALDWIN	MEMBER, KT BOARD CHAIR	3.00	Director	$0	$0	$0
MARK BEDWELL	MEMBER	1.00	Director	$0	$0	$0
JAY BELLWOAR	MEMBER, EXECUTIVE COMMITTE	3.00	Director	$0	$0	$0
MIKE BERARDI	MEMBER	1.00	Director	$0	$0	$0
DAN CHIDESTER	MEMBER, CV BOARD CHAIR	3.00	Director	$0	$0	$0
ERIC DAUGHERTY	MEMBER	1.00	Director	$0	$0	$0
ROSEMARY FORDJOUR	MEMBER	1.00	Director	$0	$0	$0
JIM FOX	MEMBER	1.00	Director	$0	$0	$0
JEANNE FRANKLIN	MEMBER	1.00	Director	$0	$0	$0
AL FULLER	MEMBER	1.00	Director	$0	$0	$0
ERIC GIBSON	MEMBER	1.00	Director	$0	$0	$0
RODNEY GOLDSTON	MEMBER	1.00	Director	$0	$0	$0
TROY GUNDEN	MEMBER	1.00	Director	$0	$0	$0
SCOTT HEINERICHS	MEMBER, CHAIR (EFF. 3/24)	3.00	Officer Director	$0	$0	$0
STEVE HOLMAN	MEMBER, EXECUTIVE COMMITTE	3.00	Director	$0	$0	$0
BILL HOSTETTER	MEMBER	1.00	Director	$0	$0	$0
ARNOLD KLINGENBERG	MEMBER	1.00	Director	$0	$0	$0
ATUL MALHOTRA	MEMBER, VICE CHAIR	3.00	Officer Director	$0	$0	$0
ED MCASSEY	MEMBER, TREASURER	3.00	Officer Director	$0	$0	$0
MIKE MCLELLAND	MEMBER, EXECUTIVE COMMITTE	3.00	Director	$0	$0	$0
ERIC MILLER	MEMBER	1.00	Director	$0	$0	$0
RADHA PYATI	MEMBER	1.00	Director	$0	$0	$0
MEG SARGENT	MEMBER, UMLY BOARD CHAIR	3.00	Director	$0	$0	$0
CHRISTINE SCOTT	MEMBER, WC BOARD CHAIR	3.00	Director	$0	$0	$0
PRAVEEN SHANBHAG	MEMBER	1.00	Director	$0	$0	$0
MATT SMITH	MEMBER, LV BOARD CHAIR	3.00	Director	$0	$0	$0
MARISA TILGHMAN	MEMBER, SECRETARY	3.00	Officer Director	$0	$0	$0
MIKE TROUPE	MEMBER	1.00	Director	$0	$0	$0
DONNA URIAN	MEMBER, PAST CHAIR	3.00	Director	$0	$0	$0
SARAH CATHCART	MEMBER, CHAIR (THROUGH 3/24)	3.00	Director	$0	$0	$0
BERTRAM L LAWSON II	PRESIDENT & CEO	50.00	Officer	$385,810	$41,400	$427,210
HEATHER WILSON	CHIEF STRATEGY & GROWTH OFFICER	50.00	Officer	$197,636	$46,351	$243,987
RACHEL FIRKSER	CFO	50.00	Officer	$196,007	$35,563	$231,570
THERESA EDGAR	SR VP OF OPERATIONS	50.00	Officer	$172,734	$26,010	$198,744
NATALIA GALLON-GARCIA	CHRO	50.00	Key Emp	$158,504	$16,201	$174,705
GERARD LEVINSKY	VP OF FACILITIES	50.00	Key Emp	$152,517	$18,132	$170,649
NICOLAS LEGERE	DISTRICT EXECUTIVE DIRECTOR	50.00	Highest	$127,680	$20,922	$148,602
KIMBERLY CAVALLERO	SVP, MEMBER EXPERIENCE & ACQUISITION	50.00	Highest	$129,960	$23,913	$153,873
BRIAN RAICICH	EXECUTIVE DIRECTOR	50.00	Highest	$125,095	$14,965	$140,060
MARY CURIO	VP OF PHILANTHROPY	50.00	Highest	$111,131	$14,007	$125,138
JENNIFER LEE	VP OF MARKETING	50.00	Highest	$111,545	$28,515	$140,060

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	$47,915,824	$49,670,316	$83,318,196	$-1,754,492
2023	$42,688,621	$44,841,678	$85,590,114	$-2,153,057
2022	$44,934,669	$39,840,233	$84,141,852	$5,094,436
2021	$34,452,935	$34,268,745	$87,882,093	$184,190
2020	$28,558,486	$31,588,307	$78,431,043	$-3,029,821
2019	$48,412,643	$47,734,781	$81,469,952	$677,862
2018	$46,950,457	$46,814,534	$81,108,190	$135,923

YMCA OF GREATER BRANDYWINE