YOUNGSTOWN FDN GENERAL (EIN 346515788) - 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

1918

Legal Domicile

Phone

4129951769

Tax Period

2023-01-01 to 2023-12-31

YOUNGSTOWN FDN GENERAL, founded in 1918, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.4M in total revenue in fiscal year 2023. Expenses of $5.5M exceeded revenue, resulting in a 63% operating deficit.

Mission

PROVIDE FINANCIAL ASSISTANCE (GRANTS) TO CHARITABLE, SCIENTIFIC, AND EDUCATIONAL INSTITUTIONS THAT PROMOTE MENTAL, MORAL, AND PHYSICAL WELL-BEING TO THE INHABITANTS OF THE CITY OF YOUNSTOWN AND VICINITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $739,471

Program Service Revenue $0

Investment Income $2,199,756

Other Revenue $456,184

TOTAL REVENUE $3,395,411

Expense Breakdown

Grants Paid $4,400,117

Salaries & Benefits $855,528

Fundraising Expenses $6,219

Program Expenses $4,862,611

Other Expenses $286,333

TOTAL EXPENSES $5,541,978

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,395,411	$-1,557,459	-3.2%
Expenses	$5,541,978	$6,508,495	-0.1%
Net Income	$-2,146,567	$-8,065,954	-0.7%

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

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

$124,373

Total Directors

$124,373

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYNNETTE H FORDE	PRESIDENT	30.0	Officer Director	$124,373	$0	$124,373
MARTHA L BUSHEY	CHAIRMAN	1.0	Director	$0	$0	$0
THEODORE M SCHMIDT	DISTRIBUTION COMMITTEE	1.0	Director	$0	$0	$0
RONA CURTIS	DISTRIBUTION COMMITTEE	1.0	Director	$0	$0	$0
SAMUEL AMENDOLARA	DISTRIBUTION COMMITTEE	1.0	Director	$0	$0	$0
REBECCA DAVIS	DISTRIBUTION COMMITTEE	1.0	Director	$0	$0	$0
GARRY MROZEK	DISTRIBUTION COMMITTEE	1.0	Director	$0	$0	$0
N/A	TRUSTEE	30.0		$662,660	$0	$662,660

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	$3,395,411	$5,541,978	$139,827,388	$-2,146,567
2022	$-1,557,459	$6,508,495	$124,452,274	$-8,065,954
2021	$13,572,418	$6,055,423	$152,598,789	$7,516,995
2020	$3,421,643	$6,831,490	$136,435,839	$-3,409,847
2019	$21,387,944	$6,384,330	$128,764,006	$15,003,614
2018	$12,172,466	$5,845,696	$106,448,392	$6,326,770

YOUNGSTOWN FDN GENERAL