BOB FREESEN YMCA (EIN 370661261) - 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

2000

Legal Domicile

Principal Officer

HEATHER LEONARD

Phone

2172452141

Tax Period

2024-09-01 to 2025-08-31

BOB FREESEN YMCA, founded in 2000, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $1.2M left a modest 9% surplus.

Mission

OUR MISSION IS TO PROMOTE AND INSPIRE LIFE-LONG DEVELOPMENT FOR CHILDREN, ADULTS AND FAMILIES THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND, AND BODY FOR ALL. THE YMCA ACHIEVES THIS THROUGH A BROAD RANGE OF ACTIVITIES.

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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 $491,136

Program Service Revenue $549,733

Investment Income $191,016

Other Revenue $107,334

TOTAL REVENUE $1,339,219

Expense Breakdown

Grants Paid $6,929

Salaries & Benefits $740,556

Fundraising Expenses $0

Program Expenses $945,030

Other Expenses $465,477

TOTAL EXPENSES $1,212,962

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,339,219	$1,630,364	-0.2%
Expenses	$1,212,962	$1,087,003	+0.1%
Net Income	$126,257	$543,361	-0.8%

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

115

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

$108,783

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER LEONARD	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
VERLE MCGEE	BUILDING & GROUNDS CHAIR	1.00	Director	$0	$0	$0
KATHY LANDGON	BOARD DIRECTOR	1.00	Director	$0	$0	$0
MIKE SCHNEIDER	BOARD DIRECTOR	1.00	Director	$0	$0	$0
ELAM RAJAGURU	BOARD DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH TRACY	BOARD DIRECTOR	1.00	Director	$0	$0	$0
TOM GROJEAN	BOARD DIRECTOR	1.00	Director	$0	$0	$0
KAREN SIBERT	SECRETARY	1.00	Officer Director	$0	$0	$0
ALICIA BROCKHOUSE	TREASURER	1.00	Officer Director	$0	$0	$0
RABBI ROB THOMAS	BOARD DIRECTOR	1.00	Director	$0	$0	$0
JJ RICHARDSON	BOARD DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW SCHULTZ	BOARD DIRECTOR	1.00	Director	$0	$0	$0
JARED MAGGART	INTERIM DIRECTOR	40.00	Officer	$72,649	$3,819	$76,468
JOYCE BRUETT	EXECUTIVE DIRECTOR	40.00	Officer	$24,522	$7,793	$32,315

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
2025	$1,339,219	$1,212,962	$4,855,822	$126,257
2024	$1,630,364	$1,087,003	$4,630,684	$543,361
2023	$879,705	$1,095,751	$4,388,782	$-216,046
2022	$1,018,912	$1,041,564	$4,535,231	$-22,652
2021	$1,576,189	$943,799	$4,799,973	$632,390
2020	$888,665	$952,327	$4,301,951	$-63,662
2019	$953,656	$1,135,554	$4,276,437	$-181,898
2018	$1,943,875	$1,128,001	$4,447,135	$815,874

BOB FREESEN YMCA