Bristol Family YMCA Endowment Fund (EIN 237380047) - 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

1973

Legal Domicile

Phone

4239683133

Tax Period

2024-01-01 to 2024-12-31

Bristol Family YMCA Endowment Fund, founded in 1973, is a small nonprofit that reported $191K in total revenue in fiscal year 2024. Revenue fell 86% from the prior year — a significant decline worth monitoring. Expenses of $314K exceeded revenue, resulting in a 65% operating deficit.

Mission

To financially aid the Bristol family YMCA in its charitable mission.

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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 $0

Program Service Revenue $0

Investment Income $190,988

Other Revenue $0

TOTAL REVENUE $190,988

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $300,000

Other Expenses $314,203

TOTAL EXPENSES $314,203

Year-over-Year Comparison

	2024	2023	Change
Revenue	$190,988	$1,346,050	-0.9%
Expenses	$314,203	$713,448	-0.6%
Net Income	$-123,215	$632,602	-1.2%

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

N/A

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
Steve Dixon	Trustee	2.00	Director	$0	$0	$0
Sharon Callahan	Trustee	2.00	Director	$0	$0	$0
Robbie Phillips	Trustee	2.00	Officer	$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	$190,988	$314,203	$2,315,855	$-123,215
2023	$1,346,050	$713,448	$2,390,120	$632,602
2022	$78,136	$13,032	$1,617,648	$65,104
2021	$134,202	$14,642	$1,885,532	$119,560
2020	$75,089	$11,295	$1,717,854	$63,794
2019	$95,463	$106,178	$1,570,996	$-10,715
2018	$106,022	$11,806	$1,413,436	$94,216

Bristol Family YMCA Endowment Fund