OLEAN-BRADFORD YMCA FOUNDATION INC (EIN 275086933) - 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

2011

Legal Domicile

Phone

7163732400

Tax Period

2024-01-01 to 2024-12-31

OLEAN-BRADFORD YMCA FOUNDATION INC, founded in 2011, is a small nonprofit in the Human Services sector that reported $183K in total revenue in fiscal year 2024. Revenue surged 350% from the prior year, signaling strong growth momentum. The organization ran a surplus of $151K, a strong 82% operating margin.

Mission

THE PRIMARY MISSION OF THE OLEAN-BRADFORD YMCA FOUNDATION, INC. IS TO SUPPORT THE ANNUAL OPERATING NEEDS OF THE BRANCHES OF THE YMCA AND TO PRESERVE THE FUTURE PURCHASING POWER OF THE ASSETS BY ACHIEVING CAPITAL APPRECIATION AND GROWTH OF INCOME.

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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 $5,080

Program Service Revenue $0

Investment Income $177,432

Other Revenue $0

TOTAL REVENUE $182,512

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,000

Other Expenses $32,000

TOTAL EXPENSES $32,000

Year-over-Year Comparison

	2024	2023	Change
Revenue	$182,512	$40,552	+3.5%
Expenses	$32,000	$32,000	N/A
Net Income	$150,512	$8,552	+16.6%

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

$296,869

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF TOWNSEND	CEO, SECRETARY	2.00	Officer	$0	$2,600	$165,754
BRENDA THREEHOUSE	CFO	2.00	Officer	$0	$1,550	$131,115
DR JAFAR HAMIDI	Director	1.00	Director	$0	$0	$0
DAN DEROSE	Director	1.00	Director	$0	$0	$0
KAREN COSTELLO-PECHT	Director	1.00	Director	$0	$0	$0
WILLIAM WALSH	Director	1.00	Director	$0	$0	$0
JULIE MARASCO	Director	1.00	Director	$0	$0	$0
JILL DUNN	Director	1.00	Director	$0	$0	$0
WILLIAM LEVEN	Director	1.00	Director	$0	$0	$0
DON FREDEEN	Board Chair	1.00	Officer Director	$0	$0	$0
JIM RIED	Director	1.00	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	$182,512	$32,000	$2,117,527	$150,512
2023	$40,552	$32,000	$1,997,014	$8,552
2022	$103,283	$32,000	$1,788,813	$71,283
2021	$157,589	No data	$2,236,465	No data
2020	$37,367	No data	$2,095,474	No data
2019	$167,370	No data	$2,122,407	No data
2018	$116,817	No data	$1,915,327	No data

OLEAN-BRADFORD YMCA FOUNDATION INC