BLOOMINGTON-NORMAL YMCA CHARITABLE FOUNDATION NFP (EIN 352165874) - 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

2003

Legal Domicile

Principal Officer

BJ WILKEN

Phone

3098276233

Tax Period

2024-01-01 to 2024-12-31

BLOOMINGTON-NORMAL YMCA CHARITABLE FOUNDATION NFP, founded in 2003, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $653K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $1.3M exceeded revenue, resulting in a 96% operating deficit.

Mission

THE BLOOMINGTON-NORMAL YMCA CHARITABLE FOUNDATION EXISTS FOR THE SOLE PURPOSE OF FINANCIALLY SUPPORTING THE BLOOMINGTON-NORMAL YMCA WHICH IS A COMMUNITY SOCIAL ORGANIZATION THAT INCLUDES MEN, WOMEN, AND CHILDREN OF ALL AGES, RACES, ABILITIES, INCOMES, AND RELIGIONS BOUND TOGETHER BY A CAUSE TO INCREASE OPPORTUNITIES FOR YOUTH DEVELOPMENT, HEALTHY LIVING, AND SOCIAL RESPONSIBILITY.

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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 $598,950

Program Service Revenue $27,627

Investment Income $25,954

Other Revenue $0

TOTAL REVENUE $652,531

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,274,097

Other Expenses $1,280,841

TOTAL EXPENSES $1,280,841

Year-over-Year Comparison

	2024	2023	Change
Revenue	$652,531	$578,343	+0.1%
Expenses	$1,280,841	$1,811,922	-0.3%
Net Income	$-628,310	$-1,233,579	-0.5%

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

$163,693

Total Directors

$163,693

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER BRANDT	TRUSTEE	1.00	Director	$0	$0	$0
JULIE DOBSKI	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
PAUL JEFFERSON	TREASURER	1.00	Officer Director	$0	$0	$0
RICK PENN	TRUSTEE	1.00	Director	$0	$0	$0
JOHN ROBERTSON	TRUSTEE	1.00	Director	$0	$0	$0
JIM SHIRK	TRUSTEE	1.00	Director	$0	$0	$0
STEVE SNYDER	PRESIDENT	1.00	Officer Director	$0	$0	$0
BILL WETZEL	TRUSTEE	1.00	Director	$0	$0	$0
MILLICENT ROTH	TRUSTEE	1.00	Director	$0	$0	$0
BJ WILKEN	SECRETARY	1.00	Officer Director	$0	$17,539	$163,693

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	$652,531	$1,280,841	$5,716,420	$-628,310
2023	$578,343	$1,811,922	$6,958,000	$-1,233,579
2022	$403,495	$3,968,849	$8,796,935	$-3,565,354
2021	$7,012,515	$11,696,128	$12,002,532	$-4,683,613
2020	$3,182,925	$1,603,334	$12,703,481	$1,579,591
2019	$1,258,447	$195,392	$10,910,725	$1,063,055
2018	$3,971,589	$118,110	$9,700,985	$3,853,479

BLOOMINGTON-NORMAL YMCA CHARITABLE FOUNDATION NFP