Family YMCA of Greater Florence (EIN 570516770) - 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

Principal Officer

Brian New

Phone

8436651234

Tax Period

2023-01-01 to 2023-12-31

Family YMCA of Greater Florence, founded in 1969, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. Expenses of $1.7M left a modest 6% surplus.

Mission

To put Christian principles into practice through programs that buid healthy spirit, mind and body for all.

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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 $224,832

Program Service Revenue $1,567,276

Investment Income $-769

Other Revenue $29,458

TOTAL REVENUE $1,820,797

Expense Breakdown

Grants Paid $0

Salaries & Benefits $990,507

Fundraising Expenses $7,098

Program Expenses $1,157,161

Other Expenses $727,335

TOTAL EXPENSES $1,717,842

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,820,797	$1,986,697	-0.1%
Expenses	$1,717,842	$1,693,652	+0.0%
Net Income	$102,955	$293,045	-0.6%

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

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

$86,310

Total Directors

$86,310

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brian New	CEO	40.00	Officer Director	$86,310	$0	$86,310
Samantha Carter	President	0.25	Officer Director	$0	$0	$0
Jason Hill	VP Program	0.25	Officer Director	$0	$0	$0
Andrew Efrid	VP Property	0.25	Officer Director	$0	$0	$0
Twana McRae	Secretary / Treasurer	0.25	Officer Director	$0	$0	$0
John Russell	VP Membership	0.25	Officer Director	$0	$0	$0
Scott Kozacki	VP Human Resources	0.25	Officer Director	$0	$0	$0
Bruce Mallick	VP Board Development	0.25	Officer Director	$0	$0	$0
Jesse McLawhorn	Director	0.25	Director	$0	$0	$0
David Cooper	Director	0.25	Director	$0	$0	$0
Marion Ford	Director	0.25	Director	$0	$0	$0
Tim Harris	Director	0.25	Director	$0	$0	$0
Megan Ferguson	Director	0.25	Director	$0	$0	$0
Sabre Knight	Director	0.25	Director	$0	$0	$0
Ashley Autry	Director	0.25	Director	$0	$0	$0
Robbie Norris	Director	0.25	Director	$0	$0	$0
Jason Powers	Director	0.25	Director	$0	$0	$0
Gary Bray	Director	0.25	Director	$0	$0	$0
Heather Keffer	Director	0.25	Director	$0	$0	$0
Les Echols	Director	0.25	Director	$0	$0	$0
Ron Roberts	Director	0.25	Director	$0	$0	$0
Will Waldrop	Director	0.25	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
2024	No data	No data	No data	No data
2023	$1,820,797	$1,717,842	$3,550,155	$102,955
2022	$1,986,697	$1,693,652	$3,506,612	$293,045
2021	$2,055,055	$1,573,630	$3,252,309	$481,425
2021	$2,055,056	$1,573,630	$3,252,309	$481,426
2020	$1,658,742	$1,700,779	$2,877,862	$-42,037
2019	$2,020,634	$2,095,434	$2,740,725	$-74,800
2018	$2,019,226	$2,062,791	$2,727,560	$-43,565

Family YMCA of Greater Florence