MARSHALLTOWN YOUNG MEN'S CHRISTIAN ASSOCIATION-YWCA (EIN 421478611) - 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

1996

Legal Domicile

Principal Officer

KIMBERLY JASS-RAMIREZ

Phone

6417528658

Tax Period

2023-01-01 to 2023-12-31

MARSHALLTOWN YOUNG MEN'S CHRISTIAN ASSOCIATION-YWCA, founded in 1996, is a community nonprofit that reported $4.1M in total revenue in fiscal year 2023. Net assets of $9.4M represent 28 months of operating reserves.

Mission

TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND, AND BODY FOR ALL; AS WELL AS PROMOTE INTERACTION AND FITNESS AMONG Y MEMBERS.

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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 $1,849,164

Program Service Revenue $2,144,810

Investment Income $43,419

Other Revenue $45,035

TOTAL REVENUE $4,082,428

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,918,211

Fundraising Expenses $36,892

Program Expenses $2,905,311

Other Expenses $2,043,731

TOTAL EXPENSES $3,961,942

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,082,428	$4,193,743	0.0%
Expenses	$3,961,942	$3,913,948	+0.0%
Net Income	$120,486	$279,795	-0.6%

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

274

Volunteers

578

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIMBERLY SUE JASS-RAMIREZ	CHIEF EXECUTIVE OFFICER	55.00	Officer	$110,000	$11,953	$121,953
KIMBERLEE BENSON	EMPLOYEE	40.00	Highest	$138,946	$0	$138,946
NATE MCCORMICK	CVO	2.00	Officer Director	$0	$0	$0
JON NUNEZ	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
AMANDA ACCOLA	DIRECTOR	2.00	Director	$0	$0	$0
JIM BOWMAN	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
TYLER PESCHONG	DIRECTOR	2.00	Director	$0	$0	$0
KIRSTEN SCHMIT	DIRECTOR	2.00	Director	$0	$0	$0
LARRY SODERBERG	DIRECTOR	2.00	Director	$0	$0	$0
TODD STANLEY	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	$4,082,428	$3,961,942	$17,930,629	$120,486
2022	$4,193,743	$3,913,948	$18,262,026	$279,795
2021	$4,669,058	$5,431,994	$18,562,464	$-762,936
2020	$3,952,425	$3,697,769	$18,613,137	$254,656
2019	$4,102,272	$4,065,679	$19,176,578	$36,593
2018	$3,963,972	$4,056,899	$19,726,064	$-92,927

MARSHALLTOWN YOUNG MEN'S CHRISTIAN ASSOCIATION-YWCA