YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF MARSHALLTOWN IOWA (EIN 420681054) - 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

1909

Legal Domicile

Principal Officer

KIMBERLY JASS-RAMIREZ

Phone

6417528658

Tax Period

2024-01-01 to 2024-12-31

YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF MARSHALLTOWN IOWA, founded in 1909, is a small nonprofit in the Human Services sector that reported $721K in total revenue in fiscal year 2024.

Mission

TO HELP MAINTAIN ENDOWMENTS FOR THE MARSHALLTOWN YMCA-YWCA.

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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 $698,114

Program Service Revenue $0

Investment Income $23,342

Other Revenue $0

TOTAL REVENUE $721,456

Expense Breakdown

Grants Paid $744,173

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $744,173

Other Expenses $5,179

TOTAL EXPENSES $749,352

Year-over-Year Comparison

	2024	2023	Change
Revenue	$721,456	$758,192	0.0%
Expenses	$749,352	$769,468	0.0%
Net Income	$-27,896	$-11,276	+1.5%

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

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

$124,104

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIRSTEN SCHMIT	DIRECTOR	2.00	Director	$0	$0	$0
SULEMA AMAYA	DIRECTOR	2.00	Director	$0	$0	$0
AMANDA ACCOLA	DIRECTOR	2.00	Director	$0	$0	$0
KATHY DUNCAN	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
RUZAN MORRISON	CVO	2.00	Officer Director	$0	$0	$0
ANGIE NELSON	CVO ELECT	2.00	Officer Director	$0	$0	$0
CARRIE LONEY	DIRECTOR	2.00	Director	$0	$0	$0
KIMBERLY JASS-RAMIREZ	CEO	2.00	Officer	$0	$8,119	$124,104

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	$721,456	$749,352	$1,000,070	$-27,896
2023	$758,192	$769,468	$948,575	$-11,276
2022	$862,800	$872,633	$875,704	$-9,833
2021	$917,964	$907,037	$1,018,099	$10,927
2020	$795,087	$808,316	$935,420	$-13,229
2019	$801,112	$798,799	$881,248	$2,313
2018	$835,843	$858,304	$760,853	$-22,461

YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF MARSHALLTOWN IOWA