PIEDMONT FAMILY YMCA INC (EIN 541717336) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

JESSICA TAYLOR

Phone

4349749622

Tax Period

2025-01-01 to 2025-12-31

PIEDMONT FAMILY YMCA INC, founded in 1994, is a community nonprofit in the Human Services sector that reported $6.3M in total revenue in fiscal year 2018. Revenue surged 89% from the prior year, signaling strong growth momentum. Expenses of $5.6M left a modest 11% surplus.

Mission

PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND, & BODY.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $1,950,321

Program Service Revenue $8,454,177

Investment Income $125,740

Other Revenue $30,518

TOTAL REVENUE $10,560,756

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,204,367

Fundraising Expenses $331,999

Program Expenses $7,462,312

Other Expenses $4,122,797

TOTAL EXPENSES $10,327,164

Year-over-Year Comparison

	2025	2024	Change
Revenue	$10,560,756	$9,187,450	+0.1%
Expenses	$10,327,164	$9,144,224	+0.1%
Net Income	$233,592	$43,226	+4.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

457

Volunteers

525

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

$296,490

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSICA TAYLOR	CHIEF EXECUTIVE OFFICER	40.00	Officer	$222,105	$36,803	$258,908
CHRIS CARR	CHIEF OPERATING OFFICER	40.00	Highest	$117,419	$29,495	$146,914
ARIC HOLSINGER	CHIEF FINANCIAL OFFICER	16.00	Officer	$37,582	$0	$37,582
KELLEY TRAIN	CHAIR	5.00	Officer Director	$0	$0	$0
KURT KRUEGER	VICE CHAIR	5.00	Officer Director	$0	$0	$0
ANDREW SALLANS	TREASURER	5.00	Officer Director	$0	$0	$0
HELEN CAUTHEN	SECRETARY	5.00	Officer Director	$0	$0	$0
JACKSON LINDSAY	CHAIR THROUGH 6/30/25	2.00	Officer Director	$0	$0	$0
BOB BREMER	VICE CHAIR THROUGH 6/30/25	2.00	Officer Director	$0	$0	$0
JUDY DIVITA	TREASURER THROUGH 6/30/25	2.00	Officer Director	$0	$0	$0
LILY ENGLE	DIRECTOR	2.00	Director	$0	$0	$0
DANIEL FAIRLEY II	DIRECTOR	2.00	Director	$0	$0	$0
ROBIN FISHER	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN GRUBER	DIRECTOR	2.00	Director	$0	$0	$0
FREDDY JACKSON	DIRECTOR	2.00	Director	$0	$0	$0
JACKIE MARTIN	DIRECTOR	2.00	Director	$0	$0	$0
ROB MASRI	DIRECTOR	2.00	Director	$0	$0	$0
MARY ROBERTS	DIRECTOR	2.00	Director	$0	$0	$0
RICH STOVER	DIRECTOR	2.00	Director	$0	$0	$0
PAUL TESORIERE	DIRECTOR	2.00	Director	$0	$0	$0
MELISSA CARTER	DIRECTOR THROUGH 6/30/25	2.00	Director	$0	$0	$0
SUE FRIEDMAN	DIRECTOR THROUGH 6/30/25	2.00	Director	$0	$0	$0
LAUREN SUGGS	DIRECTOR THROUGH 6/30/25	2.00	Director	$0	$0	$0
DIANE WHALEY	DIRECTOR THROUGH 6/30/25	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
2025	$10,560,756	$10,327,164	$19,818,921	$233,592
2024	$9,187,450	$9,144,224	$20,014,739	$43,226
2023	$8,091,667	$8,162,474	$20,644,021	$-70,807
2022	$8,662,950	$7,155,384	$20,544,979	$1,507,566
2021	$7,870,884	$6,216,038	$20,942,292	$1,654,846
2020	$5,594,353	$5,623,676	$19,483,459	$-29,323
2019	$5,970,431	$6,155,529	$19,922,580	$-185,098
2018	$6,348,719	$5,631,031	$20,695,066	$717,688

PIEDMONT FAMILY YMCA INC