INDIANA COUNTY YMCA (5647) (EIN 251191545) - 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

1974

Legal Domicile

Principal Officer

ERIC NEAL

Phone

7244639622

Tax Period

2023-01-01 to 2023-12-31

INDIANA COUNTY YMCA (5647), founded in 1974, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $2.4M exceeded revenue, resulting in a 11% operating deficit.

Mission

TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD A 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 (2023)

Revenue Breakdown

Contributions & Grants $335,838

Program Service Revenue $1,365,091

Investment Income $154,875

Other Revenue $292,650

TOTAL REVENUE $2,148,454

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,255,096

Fundraising Expenses $135,260

Program Expenses $1,995,888

Other Expenses $1,127,657

TOTAL EXPENSES $2,382,753

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,148,454	$1,577,421	+0.4%
Expenses	$2,382,753	$2,019,649	+0.2%
Net Income	$-234,299	$-442,228	-0.5%

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

169

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

$104,673

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEGAN FOULK	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
NORMAN MONTGOMERY	TREASURER	2.00	Officer Director	$0	$0	$0
CATHLEEN ZILNER	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
EMILY DU PLESSIS	SECRETARY	1.00	Director	$0	$0	$0
FRED HAYES	BOARD MEMBER	1.00	Director	$0	$0	$0
HEATHER REED	CHIEF VOLUNTEER OFFICER	1.00	Director	$0	$0	$0
SUSAN GRIFFITH	BOARD MEMBER	1.00	Director	$0	$0	$0
ZUBIN BILLAMORIA	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL TETKOSKI	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK HILLIARD	VICE PRESIDENT	1.00	Director	$0	$0	$0
MALCOLM POLLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSICA MULVIHILL	BOARD MEMBER	1.00	Director	$0	$0	$0
CONNIE BENCE	BOARD MEMBER	1.00	Director	$0	$0	$0
KRIS LEVAN	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS ADAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC NEAL	CEO	40.00	Officer	$104,673	$0	$104,673

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	No data	No data	No data	No data
2023	$2,148,454	$2,382,753	$6,894,685	$-234,299
2022	$1,577,421	$2,019,649	$6,609,384	$-442,228
2021	$2,545,785	$1,886,681	$5,566,339	$659,104
2020	$2,163,677	$1,912,822	$3,553,545	$250,855
2019	$2,136,887	$2,037,591	$3,183,212	$99,296
2019	$2,136,887	$2,037,591	$3,183,212	$99,296
2018	$2,081,834	$2,086,469	$3,125,781	$-4,635

INDIANA COUNTY YMCA (5647)