NELLIE STEVENS FBO YMCA & YWCA

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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

1945

Legal Domicile

Phone

8004000439

Tax Period

2024-12-01 to 2025-11-30

NELLIE STEVENS FBO YMCA & YWCA, founded in 1945, is a small nonprofit in the Community Improvement sector that reported $222K in total revenue in fiscal year 2024. Revenue surged 253% from the prior year, signaling strong growth momentum. The organization ran a surplus of $134K, a strong 60% operating margin.

Mission

TRUST ASSETS ARE INVESTED TO PROVIDE INCOME TO BE DISTRIBUTED TO THE CHARITIES NAMED IN THE GOVERNING DOCUMENT.

Program Service Accomplishments

Program 1

Expenses: $71,842

DISTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS AS DIRECTED BY THE GOVERNING DOCUMENT.

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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 $0

Program Service Revenue $0

Investment Income $222,091

Other Revenue $0

TOTAL REVENUE $222,091

Expense Breakdown

Grants Paid $69,262

Salaries & Benefits $17,201

Fundraising Expenses $0

Program Expenses $71,842

Other Expenses $1,912

TOTAL EXPENSES $88,375

Year-over-Year Comparison

	2024	2023	Change
Revenue	$222,091	$62,997	+2.5%
Expenses	$88,375	$83,636	+0.1%
Net Income	$133,716	$-20,639	-7.5%

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

N/A

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FIFTH THIRD BANK NA	TRUSTEE	1.0		$17,202	$0	$17,202

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	$222,091	$88,375	$1,171,415	$133,716
2024	$62,997	$83,636	$1,037,700	$-20,639
2023	$66,753	$75,245	$1,058,342	$-8,492
2022	$51,534	$80,194	$1,066,835	$-28,660
2021	$103,800	$86,211	$1,095,492	$17,589
2020	$42,033	$74,798	$1,077,905	$-32,765