MWFY NMTC HOLDINGS (EIN 472529103) - 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

2015

Legal Domicile

Principal Officer

KRISTAL DUFOUR

Phone

5419264488

Tax Period

2021-01-01 to 2021-12-31

MWFY NMTC HOLDINGS, founded in 2015, is a community nonprofit that reported $7.7M in total revenue in fiscal year 2021. Revenue surged 6046% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.3M, a strong 94% operating margin.

Mission

MFWY NMTC HOLDINGS WAS ORGANIZED TO BE OPERATED EXCLUSIVELY TO SUPPORT THE MISSION OF MID-WILLAMETTE FAMILY YMCA, INC.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $7,743,991

TOTAL REVENUE $7,743,991

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $443,572

Other Expenses $443,572

TOTAL EXPENSES $443,572

Year-over-Year Comparison

	2021	2020	Change
Revenue	$7,743,991	$126,000	+60.5%
Expenses	$443,572	$630,877	-0.3%
Net Income	$7,300,419	$-504,877	-15.5%

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

N/A

Employees

N/A

Volunteers

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTAL DUFOUR	President	5.00	Officer Director	$0	$0	$0
JOEL KALBERER	Secretary	1.00	Officer Director	$0	$0	$0
JERRY MCINTOSH	Treasurer	1.00	Officer 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
2021	$7,743,991	$443,572	$15,192,824	$7,300,419
2020	$126,000	$630,877	$15,892,405	$-504,877
2019	$126,000	$630,877	$16,397,282	$-504,877
2018	$105,500	$610,377	$16,902,159	$-504,877

MWFY NMTC HOLDINGS