YMCA FOUNDATION OF MIDDLE TENNESSEE (EIN 510196924) - 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

1969

Legal Domicile

Phone

6152599622

Tax Period

2024-01-01 to 2024-12-31

YMCA FOUNDATION OF MIDDLE TENNESSEE, founded in 1969, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $532K, a strong 41% operating margin.

Mission

Endowment Fund

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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 (2024)

Revenue Breakdown

Contributions & Grants $252,652

Program Service Revenue $0

Investment Income $1,032,946

Other Revenue $1,058

TOTAL REVENUE $1,286,656

Expense Breakdown

Grants Paid $549,857

Salaries & Benefits $0

Fundraising Expenses $64,510

Program Expenses $550,465

Other Expenses $174,838

TOTAL EXPENSES $754,935

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,286,656	$1,839,609	-0.3%
Expenses	$754,935	$812,046	-0.1%
Net Income	$531,721	$1,027,563	-0.5%

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

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

$1,094,924

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dennis Scandrett	Board Chair	1.0	Officer Director	$0	$0	$0
Kelvin Ault	Treasurer	1.0	Officer Director	$0	$0	$0
Allen Bryan	Board of Directors	1.0	Director	$0	$0	$0
Bill Zotti	Board of Directors	1.0	Director	$0	$0	$0
Bob Napier	Board of Directors	1.0	Director	$0	$0	$0
Bruce Hammond	Board of Directors	1.0	Director	$0	$0	$0
Charlie Bryan	Board of Directors	1.0	Director	$0	$0	$0
David Wilds	Board of Directors	1.0	Director	$0	$0	$0
Ginger Hale	Board of Directors	1.0	Director	$0	$0	$0
Joe Levi	Board of Directors	1.0	Director	$0	$0	$0
John Groomes	Board of Directors	1.0	Director	$0	$0	$0
Jonathan Cole	Board of Directors	1.0	Director	$0	$0	$0
Leslie Hay	Board of Directors	1.0	Director	$0	$0	$0
Lise Bohannon	Board of Directors	1.0	Director	$0	$0	$0
Roy Jordan	Board of Directors	1.0	Director	$0	$0	$0
Shannon Sullivan	Board of Directors	1.0	Director	$0	$0	$0
Tommy Estes	Board of Directors	1.0	Director	$0	$0	$0
Tony Wall	Board of Directors	1.0	Director	$0	$0	$0
Walt Leaver	Board of Directors	1.0	Director	$0	$0	$0
Jessica Fain	Chief Strategy Officer	5.0	Officer	$0	$29,303	$243,942
John Mikos	President and CEO	2.0	Officer	$0	$37,974	$415,496
Julie Sistrunk	Chief Development Officer	20.0	Officer	$0	$34,842	$232,949
Marcy Towns	Chief Financial Officer	5.0	Officer	$0	$12,108	$202,537

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	$1,286,656	$754,935	$16,278,833	$531,721
2023	$1,839,609	$812,046	$15,018,161	$1,027,563
2022	$1,125,531	$608,966	$12,450,739	$516,565
2021	$1,039,444	$560,004	$13,815,392	$479,440
2020	$810,241	$884,791	$11,773,040	$-74,550
2019	$600,437	$488,921	$10,584,415	$111,516
2018	$452,029	$443,638	$8,989,580	$8,391

YMCA FOUNDATION OF MIDDLE TENNESSEE