BLUE WATER YMCA FOUNDATION (EIN 465261509) - 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

2014

Legal Domicile

Principal Officer

JOSHUA CHAPMAN

Phone

8109876400

Tax Period

2023-01-01 to 2023-12-31

BLUE WATER YMCA FOUNDATION, founded in 2014, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $708 in total revenue in fiscal year 2023. Revenue fell 46% from the prior year — a significant decline worth monitoring. Expenses of $76K exceeded revenue, resulting in a 10623% operating deficit.

Mission

TO RECEIVE AND ADMINISTER FUNDS SO AS TO PROVIDE FINANCIAL SUPPORT TO YOUNG MEN'S CHRISTIAN ASSOCIATION OF THE BLUE WATER AREA.

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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 $698

Program Service Revenue $0

Investment Income $10

Other Revenue $0

TOTAL REVENUE $708

Expense Breakdown

Grants Paid $75,918

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $75,918

Other Expenses $0

TOTAL EXPENSES $75,918

Year-over-Year Comparison

	2023	2022	Change
Revenue	$708	$1,317	-0.5%
Expenses	$75,918	N/A	N/A
Net Income	$-75,210	$1,317	-58.1%

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

$123,498

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RANDA JUNDI-SAMMAN MD	TRUSTEE	0.50	Director	$0	$0	$0
CHUCK KELLY	TRUSTEE	0.50	Director	$0	$0	$0
MARK WALKER	TRUSTEE	0.50	Director	$0	$0	$0
DON FLETCHER	CHAIRPERSON	0.50	Officer	$0	$0	$0
DAVID MCELROY	SECRETARY/TREASURER	0.50	Officer	$0	$0	$0
JEFF THOMSON	VICE CHAIRPERSON	0.50	Officer	$0	$0	$0
JOSHUA CHAPMAN	PRESIDENT	5.00	Officer	$0	$23,670	$123,498

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
2023	$708	$75,918	No data	$-75,210
2022	$1,317	No data	$78,210	No data
2021	$1,486	No data	$169,960	No data
2020	$125	No data	$75,407	No data
2019	$131	$12,020	$75,282	$-11,889
2018	$87	$20	$87,256	$67

BLUE WATER YMCA FOUNDATION