YWCA ENDOWMENT TRUST (EIN 311275824) - 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

1988

Legal Domicile

Principal Officer

ELIZABETH BROWN

Phone

6142249121

Tax Period

2024-01-01 to 2024-12-31

YWCA ENDOWMENT TRUST, founded in 1988, is a small nonprofit that reported $218K in total revenue in fiscal year 2024. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $53K, a strong 24% operating margin.

Mission

PROVIDE ENDOWMENT FUNDING TO ASSIST THE YWCA IN CARRYING OUT ITS MISSION INCLUDING SUPPORT OF THE FAMILY CENTER, A CENTER SERVING THE HOMELESS POPULATION, SUPPORT FOR HOMELESS RESIDENTS, SUPPORT TO THE COMMUNITY WITH BEFORE AND AFTER SCHOOL CHILD CARE PROGRAMS, RACIAL JUSTICE AND LEADERSHIP DEVELOPMENT AND HEALTH AND FITNESS.

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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 $62,752

Program Service Revenue $0

Investment Income $155,403

Other Revenue $0

TOTAL REVENUE $218,155

Expense Breakdown

Grants Paid $145,036

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $145,036

Other Expenses $20,057

TOTAL EXPENSES $165,093

Year-over-Year Comparison

	2024	2023	Change
Revenue	$218,155	$150,060	+0.5%
Expenses	$165,093	$163,491	+0.0%
Net Income	$53,062	$-13,431	-5.0%

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

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
DANIELLE BALL	DIRECTOR	0.25	Director	$0	$0	$0
CHRISTINA PATEL	DIRECTOR	0.25	Director	$0	$0	$0
MOLLY PEIRANO	DIRECTOR	0.25	Director	$0	$0	$0
STEPHANIE SAGHY	DIRECTOR	0.25	Director	$0	$0	$0
CARY HANOSEK	EMERITUS	0.25	Director	$0	$0	$0
DR REBECCA BUTLER	DIRECTOR	0.25	Director	$0	$0	$0
KELLY LEONARD	DIRECTOR	0.25	Director	$0	$0	$0
SHELBY ROTHENBERGER	CHAIR (TERMINATED 10/24)	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	$218,155	$165,093	$3,171,884	$53,062
2023	$150,060	$163,491	$3,009,426	$-13,431
2022	$343,808	$159,270	$2,664,071	$184,538
2021	$147,411	$157,563	$3,110,929	$-10,152
2020	$171,509	$137,854	$2,755,395	$33,655
2019	$224,804	$127,811	$2,519,822	$96,993
2018	$129,511	$123,881	$2,040,601	$5,630

YWCA ENDOWMENT TRUST