MARSHALLTOWN YMCA

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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

1876

Legal Domicile

Principal Officer

KIMBERLY JASS-RAMIREZ

Phone

6417528658

Tax Period

2023-01-01 to 2023-12-31

MARSHALLTOWN YMCA, founded in 1876, is a small nonprofit that reported $738K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year.

Mission

THE MARSHALLTOWN YMCA'S MISSION IS TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL.

Program Service Accomplishments

Program 1

Expenses: $741,639 Revenue: $15,601

THROUGH THE PARTNERSHIP WITH THE MARSHALLTOWN YOUNG MEN'S CHRISTIAN ASSOCIATION-YWCA, THE MARSHALLTOWN YMCA PROVIDES YOUTH ACTIVITIES AROUND RECREATION, EDUCATION AND CHARACTER DEVELOPMENT. FINANCIAL ASSISTANCE IS AVAILABLE FOR PROGRAMS AND FACILITY MEMBERSHIPS SO THAT ALL PEOPLE, REGARDLESS OF INCOME LEVELS, ARE PROVIDED SERVICES. OUTREACH PROGRAMS SERVE ELEMENTARY AND MIDDLE SCHOOL AGED AT-RISK YOUTH. HEALTH AND WELLNESS EDUCATIONAL PROGRAMS AND SERVICES ARE PROVIDED TO ALL AGES, REGARDLESS OF INCOME. AFTER SCHOOL AND SUMMER DAY CAMP YOUTH PROGRAMS FOCUS ON HEALTH EDUCATION, PHYSICAL ACTIVITY AND CHARACTER DEVELOPMENT AND ARE PROVIDED TO CHILDREN OF ALL INCOME LEVELS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $722,043

Program Service Revenue $0

Investment Income $15,601

Other Revenue $0

TOTAL REVENUE $737,644

Expense Breakdown

Grants Paid $741,639

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $741,639

Other Expenses $2,192

TOTAL EXPENSES $743,831

Year-over-Year Comparison

	2023	2022	Change
Revenue	$737,644	$841,889	-0.1%
Expenses	$743,831	$846,453	-0.1%
Net Income	$-6,187	$-4,564	+0.4%

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

$121,953

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NATE MCCORMICK	PRESIDENT	2.00	Officer Director	$0	$0	$0
AMANDA ACCOLA	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JON NUNEZ	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
KIRSTEN SCHMIT	DIRECTOR	2.00	Officer Director	$0	$0	$0
TYLER PESCHONG	DIRECTOR	2.00	Director	$0	$0	$0
BETHANY CURRIE	DIRECTOR	2.00	Director	$0	$0	$0
KATHY DUNCAN	DIRECTOR	2.00	Director	$0	$0	$0
BRUCE JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL MCANDREW	DIRECTOR	2.00	Director	$0	$0	$0
RUZAN MORRISON	DIRECTOR	2.00	Director	$0	$0	$0
ANGIE NELSON	DIRECTOR	2.00	Director	$0	$0	$0
TODD STANLEY	DIRECTOR	2.00	Director	$0	$0	$0
JIM BOWMAN	DIRECTOR	2.00	Director	$0	$0	$0
LARRY SODERBERG	DIRECTOR	2.00	Director	$0	$0	$0
KIMBERLY SUE JASS-RAMIREZ	CHIEF EXECUTIVE OFFICER	2.00	Director	$0	$11,953	$121,953

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	No data	No data	No data	No data
2023	$737,644	$743,831	$410,016	$-6,187
2022	$841,889	$846,453	$379,716	$-4,564
2021	$885,304	$880,960	$445,805	$4,344
2020	$776,528	$782,716	$408,159	$-6,188
2019	$775,822	$774,750	$383,063	$1,072
2018	$824,070	$834,367	$327,186	$-10,297