CHIPPEWA VALLEY FAMILY YMCA INC ENDOWMENT TRUST (EIN 391470061) - 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

1977

Legal Domicile

Principal Officer

LORI GEISSLER

Phone

7157232201

Tax Period

2024-01-01 to 2024-12-31

CHIPPEWA VALLEY FAMILY YMCA INC ENDOWMENT TRUST, founded in 1977, is a micro nonprofit that reported $62K in total revenue in fiscal year 2024. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12K, a strong 19% operating margin.

Mission

ACCUMULATION OF FUNDS TO BENEFIT AND PERPETUATE THE MISSION OF THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF THE CHIPPEWA VALLEY.

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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 $61,944

Other Revenue $0

TOTAL REVENUE $61,944

Expense Breakdown

Grants Paid $44,479

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,479

Other Expenses $5,906

TOTAL EXPENSES $50,385

Year-over-Year Comparison

	2024	2023	Change
Revenue	$61,944	$39,123	+0.6%
Expenses	$50,385	$5,146	+8.8%
Net Income	$11,559	$33,977	-0.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI GEISSLER	TRUSTEE	1.00	Director	$0	$0	$0
JEFFRY ZANDER	TRUSTEE	1.00	Director	$0	$0	$0

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	$61,944	$50,385	$1,372,143	$11,559
2023	$39,123	$5,146	$1,275,914	$33,977
2022	$-24,838	$5,186	$1,130,716	$-30,024
2021	$396,965	$115,988	$1,295,390	$280,977
2020	$44,005	$34,628	$960,473	$9,377
2019	$54,811	$3,474	$895,602	$51,337
2018	$48,104	$39,680	$763,256	$8,424

CHIPPEWA VALLEY FAMILY YMCA INC ENDOWMENT TRUST