Shiawassee Family YMCA (EIN 381359577) - 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

1946

Legal Domicile

Phone

9897258136

Tax Period

2024-01-01 to 2024-12-31

Shiawassee Family YMCA, founded in 1946, is a community nonprofit in the Human Services sector that reported $2.5M in total revenue in fiscal year 2024. Revenue surged 82% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 55% operating margin.

Mission

TO PUT CHRISTIAN PRINCIPLES INTO PRACTICES THROUGH PROGRAMS THAT PROMOTE GOOD HEALTH, STRONG FAMILIES, YOUTH LEADERSHIP, COMMUNITY INVOLVEMENT AND INTERNATIONAL UNDERSTANDING.

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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 $2,082,330

Program Service Revenue $366,594

Investment Income $5,017

Other Revenue $2,367

TOTAL REVENUE $2,456,308

Expense Breakdown

Grants Paid $0

Salaries & Benefits $743,361

Fundraising Expenses $11,027

Program Expenses $877,090

Other Expenses $357,095

TOTAL EXPENSES $1,100,456

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,456,308	$1,352,095	+0.8%
Expenses	$1,100,456	$1,205,167	-0.1%
Net Income	$1,355,852	$146,928	+8.2%

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

200

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

$131,044

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bill Gilbert	Treasurer	1.0	Officer Director	$0	$0	$0
Jeff Phillips	Secretary	1.0	Officer Director	$0	$0	$0
Paul Constine	President	1.0	Officer Director	$0	$0	$0
Steven Sobak	Vice President	1.0	Officer Director	$0	$0	$0
Anna Owens Cook	Director	1.0	Director	$0	$0	$0
Bill Graham	Director	1.0	Director	$0	$0	$0
Char Hebekeuser	Director	1.0	Director	$0	$0	$0
Courtney Herrick	Director	1.0	Director	$0	$0	$0
Erin Parker	Director	1.0	Director	$0	$0	$0
Heide Odea	Director	1.0	Director	$0	$0	$0
Jim Etchison	Director	1.0	Director	$0	$0	$0
Justin Horvath	Director	1.0	Director	$0	$0	$0
Lynn Bowne	Director	1.0	Director	$0	$0	$0
Melvin Renfrow	Director	1.0	Director	$0	$0	$0
Mike Kramer	Director	1.0	Director	$0	$0	$0
Rebecca Dahlke	Director	1.0	Director	$0	$0	$0
Steve Brooks	Director	1.0	Director	$0	$0	$0
Laura Archer	Executive Director	40.0	Officer	$109,834	$21,210	$131,044

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	$2,456,308	$1,100,456	$2,504,816	$1,355,852
2023	$1,352,095	$1,205,167	$427,898	$146,928
2022	$962,904	$935,737	$501,797	$27,167
2021	$850,327	$846,514	$208,324	$3,813
2020	$517,506	$553,812	$235,762	$-36,306
2019	$623,720	$678,131	$229,663	$-54,411
2018	$582,694	$653,529	$277,012	$-70,835

Shiawassee Family YMCA