MARSHALLTOWN YMCA-YWCA HERITAGE CLUB TRUST (EIN 421281111) - 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

1982

Legal Domicile

Principal Officer

KIMBERLY JASS-RAMIREZ

Phone

6417528658

Tax Period

2023-01-01 to 2023-12-31

MARSHALLTOWN YMCA-YWCA HERITAGE CLUB TRUST, founded in 1982, is a small nonprofit in the Human Services sector that reported $110K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $103K left a modest 6% surplus.

Mission

TO HELP MAINTAIN THE BUILDING AND GROUNDS OF THE MARSHALLTOWN YOUNG MEN'S CHRISTIAN ASSOCIATION-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 (2023)

Revenue Breakdown

Contributions & Grants $42,639

Program Service Revenue $0

Investment Income $66,957

Other Revenue $0

TOTAL REVENUE $109,596

Expense Breakdown

Grants Paid $88,356

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $88,356

Other Expenses $14,658

TOTAL EXPENSES $103,014

Year-over-Year Comparison

	2023	2022	Change
Revenue	$109,596	$87,563	+0.3%
Expenses	$103,014	$129,230	-0.2%
Net Income	$6,582	$-41,667	-1.2%

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

$121,953

Total Directors

$121,953

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM JASS-RAMIREZ	DIRECTOR	2.00	Officer Director	$0	$11,953	$121,953
JOHN DINSMORE	PRESIDENT	2.00	Officer Director	$0	$0	$0
PATTY HERMANSON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
SHARON MIRIOVSKY	TREASURER/SECRETARY	2.00	Officer Director	$0	$0	$0
AMANDA ACCOLA	YMCA-YWCA CVO	2.00	Officer Director	$0	$0	$0
DON TURBIVILLE	DIRECTOR	2.00	Director	$0	$0	$0
GARY GIMBEL	DIRECTOR	2.00	Director	$0	$0	$0
DARRELL JEBSEN	DIRECTOR	2.00	Director	$0	$0	$0
GENE TAYLOR	DIRECTOR	2.00	Director	$0	$0	$0
YVETTE MEYER	DIRECTOR	2.00	Director	$0	$0	$0
BOBBY SHOMO	DIRECTOR	2.00	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	No data	No data	No data	No data
2023	$109,596	$103,014	$1,170,926	$6,582
2022	$87,563	$129,230	$1,164,660	$-41,667
2021	$164,900	$126,964	$1,206,943	$37,936
2020	$100,869	$104,674	$1,166,390	$-3,805
2019	$80,141	$92,586	$1,171,545	$-12,445
2018	$42,587	$91,691	$1,184,214	$-49,104

MARSHALLTOWN YMCA-YWCA HERITAGE CLUB TRUST