SIDNEY-SHELBY CTY YMCA FOUNDATION

EIN: 341631890 501(c)(3) Human Services

SIDNEY, OH

Total Revenue
$299,751
Total Expenses
$69,080
Total Assets
$4,019,923
Net Assets
$3,979,423
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1989
Legal Domicile
OH
Principal Officer
DEAN WEINERT
Phone
9374929134
Tax Period
2024-01-01 to 2024-12-31

SIDNEY-SHELBY CTY YMCA FOUNDATION, founded in 1989, is a small nonprofit in the Human Services sector that reported $300K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $231K, a strong 77% operating margin.

Mission

THE SIDNEY-SHELBY COUNTY YMCA FOUNDATION IS FORMED TO OPERATE EXCLUSIVELY FOR THE BENEFITS OF THE YOUNG MENS CHRISTIAN ASSOCIATION OF SIDNEY & SHELBY COUNTY, A TAX EXEMPT ORGANIZATION, WHOSE MISSION IS TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE TO BENEFIT ALL SHELBY COUNTY RESIDENTS THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. THE YMCA IS AN ALL INCLUSIVE ORGANIZATION. WE SERVE ALL INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $32,000
Program Service Revenue $0
Investment Income $138,992
Other Revenue $128,759
TOTAL REVENUE $299,751

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $26,500
Other Expenses $69,080
TOTAL EXPENSES $69,080

Year-over-Year Comparison

2024 2023 Change
Revenue $299,751 $385,877 -0.2%
Expenses $69,080 $51,721 +0.3%
Net Income $230,671 $334,156 -0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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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
6
Independent Members
6
Employees
N/A
Volunteers
6

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
2
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRUCE BOYD DIRECTOR N/A
Director
$0 $0 $0
ADAM VANDERHORST DIRECTOR N/A
Director
$0 $0 $0
MICK GIVEN DIRECTOR N/A
Director
$0 $0 $0
RALPH KEISTER III DIRECTOR N/A
Director
$0 $0 $0
DEAN WEINERT PRESIDENT/CH 1.00
Officer Director
$0 $0 $0
JERRY VANDERHORST DIRECTOR N/A
Director
$0 $0 $0
DAVID O'LEARY CEO 1.00
Officer
$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 $299,751 $69,080 $4,019,923 $230,671
2023 $385,877 $51,721 $3,774,252 $334,156
2022 $-611,958 $46,804 $3,438,596 $-658,762
2021 $535,053 $52,100 $4,092,858 $482,953
2020 $325,920 $40,204 $3,608,405 $285,716
2019 $409,270 $43,667 $3,322,689 $365,603
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