THE LAKOTA FAMILY YMCA

EIN: 311223296 501(c)(3)

LIBERTY TOWNSHIP, OH

Total Revenue
$3,740,340
Total Expenses
$3,077,706
Total Assets
$7,077,480
Net Assets
$6,045,040
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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
1987
Legal Domicile
OH
Principal Officer
JOSEPH AYERS
Phone
5137793917
Tax Period
2023-01-01 to 2023-12-31

THE LAKOTA FAMILY YMCA, founded in 1987, is a community nonprofit that reported $3.7M in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $663K, a strong 18% operating margin.

Mission

PROGRAMS THAT BUILD 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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,028,376
Program Service Revenue $1,589,962
Investment Income $121,836
Other Revenue $166
TOTAL REVENUE $3,740,340

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,667,092
Fundraising Expenses $32,421
Program Expenses $2,444,480
Other Expenses $1,410,614
TOTAL EXPENSES $3,077,706

Year-over-Year Comparison

2023 2022 Change
Revenue $3,740,340 $2,744,144 +0.4%
Expenses $3,077,706 $2,705,850 +0.1%
Net Income $662,634 $38,294 +16.3%
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

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Governance

Voting Members
15
Independent Members
15
Employees
201
Volunteers
345

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
5
$107,854
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOSH SAUER PRESIDENT 5.00
Officer Director
$0 $0 $0
BEN DIBBLE VICE PRESIDENT 5.00
Officer Director
$0 $0 $0
TIM FITZHARRIS TREASURER 10.00
Officer Director
$0 $0 $0
BRAD LOVELL SECRETARY 1.00
Officer Director
$0 $0 $0
JEANNINE FRANCO BOARD MEMBER 1.00
Director
$0 $0 $0
GREG SCZUREK BOARD MEMBER 1.00
Director
$0 $0 $0
LIANNA MELVIN BOARD MEMBER 1.00
Director
$0 $0 $0
KYLE FOX BOARD MEMBER 1.00
Director
$0 $0 $0
DAVE COFFEY BOARD MEMBER 10.00
Director
$0 $0 $0
ERIN ACKERMAN BOARD MEMBER 1.00
Director
$0 $0 $0
RON PULERA BOARD MEMBER 1.00
Director
$0 $0 $0
DAENA REICHELDERFER BOARD MEMBER 1.00
Director
$0 $0 $0
JERMEY BROWN BOARD MEMBER 1.00
Director
$0 $0 $0
NICK SCHNEIDER BOARD MEMBER 1.00
Director
$0 $0 $0
DAVE WOMBACHER BOARD MEMBER 1.00
Director
$0 $0 $0
JOSEPH AYERS EXECUTIVE DIRECTOR 55.00
Officer
$93,000 $14,854 $107,854
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 $3,740,340 $3,077,706 $7,077,480 $662,634
2022 $2,744,144 $2,705,850 $6,583,978 $38,294
2021 $2,563,063 $2,449,058 $6,598,794 $114,005
2020 $2,325,549 $2,513,992 $6,562,914 $-188,443
2019 $3,304,529 $3,027,570 $7,033,905 $276,959
2018 $5,988,657 $3,041,544 $6,835,057 $2,947,113
2018 $3,355,506 $3,041,544 $6,835,057 $313,962
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