YMCA FOUNDATION OF VALPARAISO IN INC

EIN: 351863331 501(c)(3) Human Services

VALPARAISO, IN

Total Revenue
$106,866
Total Expenses
$67,229
Total Assets
$2,103,278
Net Assets
$2,102,228
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1993
Legal Domicile
IN
Principal Officer
SHARON JOHNSON
Phone
2194624185
Tax Period
2024-01-01 to 2024-12-31

YMCA FOUNDATION OF VALPARAISO IN INC, founded in 1993, is a small nonprofit in the Human Services sector that reported $107K in total revenue in fiscal year 2024. Revenue surged 87% from the prior year, signaling strong growth momentum. The organization ran a surplus of $40K, a strong 37% operating margin.

Mission

AS A TYPE II SUPPORTING ORGANIZATION, THE FOUNDATION'S PURPOSE IS TO ENHANCE THE FINANCIAL SECURITY AND STRENGTH OF THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF VALPARAISO, INDIANA, INC.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $9,035
Program Service Revenue $0
Investment Income $97,831
Other Revenue $0
TOTAL REVENUE $106,866

Expense Breakdown

Grants Paid $44,425
Salaries & Benefits $0
Fundraising Expenses $8,000
Program Expenses $44,425
Other Expenses $22,804
TOTAL EXPENSES $67,229

Year-over-Year Comparison

2024 2023 Change
Revenue $106,866 $57,246 +0.9%
Expenses $67,229 $81,487 -0.2%
Net Income $39,637 $-24,241 -2.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
8
Independent Members
8
Employees
N/A
Volunteers
9

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
4
$261,212
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GEORGE CARBERRY DIRECTOR 1.00
Director
$0 $0 $0
LYNN DUTTLINGER DIRECTOR 1.00
Director
$0 $0 $0
JOHN FELTON MD DIRECTOR 1.00
Director
$0 $0 $0
JENNIE GIRTON DIRECTOR 1.00
Director
$0 $0 $0
BRIAN LACIAK PRESIDENT 1.00
Officer Director
$0 $0 $0
JOHN SCHOENING VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
ANNMARIE SEVERSON DIRECTOR 1.00
Director
$0 $0 $0
JIM MOONEY DIRECTOR 1.00
Director
$0 $0 $0
PHROSINI SAMIS-SMITH DIRECTOR 1.00
Director
$0 $0 $0
SHARON JOHNSON SECRETARY 1.00
Officer
$0 $26,402 $182,148
SCOTT BORDUI TREASURER 1.00
Officer
$0 $352 $79,064
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 $106,866 $67,229 $2,103,278 $39,637
2023 $57,246 $81,487 $1,972,152 $-24,241
2022 $120,658 $90,263 $1,843,585 $30,395
2022 $80,604 $90,263 $1,804,968 $-9,659
2021 $332,618 $74,327 $2,078,891 $258,291
2020 $39,028 $70,428 $1,671,528 $-31,400
2019 $103,882 $76,988 $1,678,086 $26,894
2018 $85,884 $72,287 $1,488,917 $13,597
Explore More Nonprofits
Top 100 Nonprofits in Indiana Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare YMCA FOUNDATION OF VALPARAISO IN INC with other nonprofits in Indiana and across the country.