GILBERT WM YMCA ETAL TR UA (EIN 386051722) - Form 990 Financial Analysis & Trantor Score

🔒

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

Financial Trends

Organization Details

Formation Year

1947

Legal Domicile

Principal Officer

FIFTH THIRD BANK N A

Phone

5135345310

Tax Period

2024-01-01 to 2024-12-31

GILBERT WM YMCA ETAL TR UA, founded in 1947, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $51K in total revenue in fiscal year 2024. Revenue surged 99% from the prior year, signaling strong growth momentum. The organization ran a surplus of $18K, a strong 36% operating margin.

Mission

DISTRIBUTIONS ARE PAID TO NAMED CHARITIES PER TERMS OF THE GOVERNING DOCUMENT TO HELP DEFRAY EXPENSES OF THE CHARITY.

🔒

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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $50,791

Other Revenue $0

TOTAL REVENUE $50,791

Expense Breakdown

Grants Paid $24,345

Salaries & Benefits $6,525

Fundraising Expenses $0

Program Expenses $25,324

Other Expenses $1,638

TOTAL EXPENSES $32,508

Year-over-Year Comparison

	2024	2023	Change
Revenue	$50,791	$25,480	+1.0%
Expenses	$32,508	$30,347	+0.1%
Net Income	$18,283	$-4,867	-4.8%

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

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 N A	TRUSTEE	1.0		$6,525	$0	$6,525

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	No data	No data	No data	No data
2024	$50,791	$32,508	$428,654	$18,283
2023	$25,480	$30,347	$410,335	$-4,867
2022	$14,421	$32,696	$415,264	$-18,275
2021	$43,428	$33,959	$433,604	$9,469
2020	$19,002	$29,730	$424,053	$-10,728
2019	$44,315	$32,749	$434,973	$11,566
2018	$21,743	$28,547	$423,407	$-6,804

GILBERT WM YMCA ETAL TR UA