YOUNG WOMENS CHRISTIAN ASSOCIATION OF WHEELING WV (EIN 550357063) - 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

1906

Principal Officer

LORI JONES

Phone

3042320511

Tax Period

2023-07-01 to 2024-06-30

YOUNG WOMENS CHRISTIAN ASSOCIATION OF WHEELING WV, founded in 1906, is a community nonprofit in the Human Services sector that reported $2.9M in total revenue in fiscal year 2023. Expenses of $2.7M left a modest 6% surplus.

Mission

THE YWCA WHEELING WV STRIVES TO CREATE AND PROVIDE OPPORTUNITIES FOR WOMEN'S GROWTH, LEADERSHIP, AND EMPOWERMENT IN ORDER TO OBTAIN A COMMON VISION OF PEACE, JUSTICE, FREEDOM AND DIGNITY FOR ALL PEOPLE.

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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 $2,773,812

Program Service Revenue $0

Investment Income $127,337

Other Revenue $13,278

TOTAL REVENUE $2,914,427

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,133,223

Fundraising Expenses $0

Program Expenses $2,097,550

Other Expenses $1,595,366

TOTAL EXPENSES $2,728,589

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,914,427	$2,914,509	0.0%
Expenses	$2,728,589	$2,084,365	+0.3%
Net Income	$185,838	$830,144	-0.8%

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

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

$62,000

Total Directors

$62,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI JONES	EXECUTIVE DI	40.00	Officer Director	$62,000	$0	$62,000
HELEN ALTMEYER	MEMBER	N/A	Director	$0	$0	$0
LATISHA CUMMINGS	SECRETARY	1.00	Officer Director	$0	$0	$0
JUDY CREWS	MEMBER	2.33	Director	$0	$0	$0
NORA EDINGER	MEMBER	N/A	Director	$0	$0	$0
ERICA HARLEY	MEMBER	N/A	Director	$0	$0	$0
SUSAN KLINKOSKI	MEMBER	N/A	Director	$0	$0	$0
TERESA MICHAELS	TREASURER	1.00	Officer Director	$0	$0	$0
KATHY NEIDHARDT	MEMBER	3.94	Director	$0	$0	$0
DR ANN SAURBIER	MEMBER	N/A	Director	$0	$0	$0
VISHAKHA MASKEY	MEMBER	N/A	Director	$0	$0	$0
KAREN STAKEM	PRESIDENT	1.00	Officer Director	$0	$0	$0
BETSY SWEENY	MEMBER	N/A	Director	$0	$0	$0
ANTOINETTE GEYER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JANET HEWITT	MEMBER	N/A	Director	$0	$0	$0
RAQUEL WELCH MCLEOD	MEMBER	N/A	Director	$0	$0	$0
ERIKKA STORCH	MEMBER	N/A	Director	$0	$0	$0
JENNIFER CROFT	MEMBER	N/A	Director	$0	$0	$0
ERIN GEORGE	MEMBER	N/A	Director	$0	$0	$0
COLLEEN MEGNA	MEMBER	N/A	Director	$0	$0	$0
KRISTEN KNIGHT	MEMBER	N/A	Director	$0	$0	$0
LESLIE UNDERDONK	MEMBER	N/A	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	No data	No data	No data	No data
2024	$2,914,427	$2,728,589	$11,338,825	$185,838
2023	$2,914,509	$2,084,365	$10,946,592	$830,144
2022	$2,612,194	$1,887,911	$2,967,530	$724,283
2021	$2,102,066	$1,818,498	$2,571,380	$283,568
2020	$1,469,947	$1,582,213	$1,768,056	$-112,266
2019	$1,570,142	$1,437,612	$2,026,819	$132,530

YOUNG WOMENS CHRISTIAN ASSOCIATION OF WHEELING WV