FERGUS FALLS YMCA FOUNDATION (EIN 263144528) - 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

Principal Officer

BEN UNDERWOOD

Phone

2187394489

Tax Period

2024-01-01 to 2024-12-31

FERGUS FALLS YMCA FOUNDATION is a micro nonprofit that reported $50K in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $20K, a strong 39% operating margin.

Mission

THE PURPOSE OF THE FERGUS FALLS YMCA FOUNDATION IS TO HELP PROVIDE A SECURE SOURCE OF FUNDING FOR THE FUTURE DEVELOPMENT OF THE FERGUS FALLS AREA FAMILY YMCA, AS WELL AS PROVIDE SOME OPERATIONAL FUNDING.

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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 $19,320

Program Service Revenue $0

Investment Income $30,770

Other Revenue $0

TOTAL REVENUE $50,090

Expense Breakdown

Grants Paid $27,520

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,620

Other Expenses $3,036

TOTAL EXPENSES $30,556

Year-over-Year Comparison

	2024	2023	Change
Revenue	$50,090	$37,489	+0.3%
Expenses	$30,556	$27,234	+0.1%
Net Income	$19,534	$10,255	+0.9%

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

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
JEAN BOWMAN	DIRECTOR	1.00	Director	$0	$0	$0
ROGER ERSTAD	DIRECTOR	1.00	Director	$0	$0	$0
DICK FELSTUL	DIRECTOR	1.00	Director	$0	$0	$0
PAUL LUNDEEN	TREASURER	1.00	Officer Director	$0	$0	$0
CHRIS MARVEL	SECRETARY	1.00	Officer Director	$0	$0	$0
ANN PORTER	DIRECTOR	1.00	Director	$0	$0	$0
ROB RONNING	DIRECTOR	1.00	Director	$0	$0	$0
STEVE SMITH	ACTING PRES/	1.00	Officer Director	$0	$0	$0
JEFF STANISLAWSKI	DIRECTOR	1.00	Director	$0	$0	$0
BEN UNDERWOOD	PRESIDENT	1.00	Officer 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	$50,090	$30,556	$637,169	$19,534
2023	$37,489	$27,234	$572,353	$10,255
2022	$12,083	$30,392	$485,362	$-18,309
2021	$34,068	$24,710	$601,958	$9,358
2020	$25,580	$19,532	$543,743	$6,048

FERGUS FALLS YMCA FOUNDATION