GREAT MIAMI VALLEY YMCA (EIN 310536719) - 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

1889

Legal Domicile

Phone

5138870001

Tax Period

2024-01-01 to 2024-12-31

GREAT MIAMI VALLEY YMCA, founded in 1889, is a mid-sized nonprofit in the Human Services sector that reported $14.3M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $13.0M left a modest 10% surplus.

Mission

With over 130 years of presence in the Butler County community, the GREAT MIAMI VALLEY YMCA pledges to enhance our community by focusing on youth development, promoting healthy living, and fostering social responsibility. As an association, our dedication extends to serving all individuals irrespective of age, gender, or ability. Ensuring the safety and welfare of each individual we engage with is paramount to us. We collaborate with every individual and family to identify programs that offer the safest environment for their growth and well-being.

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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 $1,640,626

Program Service Revenue $10,020,188

Investment Income $2,266,164

Other Revenue $402,110

TOTAL REVENUE $14,329,088

Expense Breakdown

Grants Paid $8,656

Salaries & Benefits $7,020,558

Fundraising Expenses $177,044

Program Expenses $11,475,842

Other Expenses $5,929,072

TOTAL EXPENSES $12,958,286

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,329,088	$12,567,295	+0.1%
Expenses	$12,958,286	$12,773,382	+0.0%
Net Income	$1,370,802	$-206,087	-7.7%

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

617

Volunteers

291

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

$700,660

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andrew Schuster	Secretary/Treasurer	1.0	Officer Director	$0	$0	$0
Brandon Saurber	Board Chair	1.0	Officer Director	$0	$0	$0
Chamina Curtis	Vice Chair	1.0	Officer Director	$0	$0	$0
Kendall Wright	Past Chair	1.0	Officer Director	$0	$0	$0
Billy Smith	Board Member	1.0	Director	$0	$0	$0
Cathy Bishop-Clark	Board Member	1.0	Director	$0	$0	$0
Dan Crank	Board Member	1.0	Director	$0	$0	$0
Dave Harrison	Board Member	1.0	Director	$0	$0	$0
Jason Crank	Board Member	1.0	Director	$0	$0	$0
Jeff Leipzig	Board Member	1.0	Director	$0	$0	$0
Joe Mulligan	Board Member	1.0	Director	$0	$0	$0
John Clemmons	Board Member	1.0	Director	$0	$0	$0
Josh Colon	Board Member	1.0	Director	$0	$0	$0
Larry Mulligan	Board Member	1.0	Director	$0	$0	$0
Mike Dingeldein	Board Member	1.0	Director	$0	$0	$0
Paul Hoover	Board Member	1.0	Director	$0	$0	$0
Quinton Moss	Board Member	1.0	Director	$0	$0	$0
Randy Allman	Board Member	1.0	Director	$0	$0	$0
Ryan Ward	Board Member	1.0	Director	$0	$0	$0
Samy Broyles	Board Member	1.0	Director	$0	$0	$0
Scott Dunkel	Board Member	1.0	Director	$0	$0	$0
Scott Timmer	Board Member	1.0	Director	$0	$0	$0
Stephen Roller	Board Member	1.0	Director	$0	$0	$0
Tim Naab	Board Member	1.0	Director	$0	$0	$0
Tyler McCleary	Board Member	1.0	Director	$0	$0	$0
Ashley Hochscheid	HR Director	40.0	Officer	$55,815	$366	$56,181
Boyce Swift	Director- HR / Talent Management	40.0	Officer	$38,126	$4,725	$42,851
Karen Staley	COO	16.0	Officer	$59,581	$7,150	$66,731
Kelly Freyler	CFO	40.0	Officer	$96,161	$12,032	$108,193
Mike Bramer	President/CEO	40.0	Officer	$193,617	$32,379	$225,996
Rebecca King	District Branch Executive	40.0	Officer	$71,661	$19,464	$91,125
Tyler Roberts	District Branch Executive	40.0	Officer	$84,236	$25,347	$109,583

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	$14,329,088	$12,958,286	$37,593,999	$1,370,802
2023	$12,567,295	$12,773,382	$35,460,579	$-206,087
2022	$13,469,173	$11,683,407	$35,821,072	$1,785,766
2021	$12,641,219	$11,209,315	$35,660,589	$1,431,904
2020	$10,370,060	$10,913,087	$33,403,988	$-543,027
2019	$13,800,701	$13,972,623	$33,455,310	$-171,922
2018	$13,451,260	$13,592,290	$33,585,993	$-141,030

GREAT MIAMI VALLEY YMCA