LIMESTONE FAMILY YMCA INC (EIN 611080836) - 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

1986

Legal Domicile

Principal Officer

TONYA WENZ

Phone

6065646772

Tax Period

2023-01-01 to 2023-12-31

LIMESTONE FAMILY YMCA INC, founded in 1986, is a community nonprofit in the Human Services sector that reported $2.0M in total revenue in fiscal year 2023. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $327K, a strong 16% operating margin.

Mission

HELP THE COMMUNITY REACH GOD GIVEN POTENTIAL

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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 $1,207,049

Program Service Revenue $801,439

Investment Income $15,631

Other Revenue $0

TOTAL REVENUE $2,024,119

Expense Breakdown

Grants Paid $0

Salaries & Benefits $991,619

Fundraising Expenses $0

Program Expenses $1,066,424

Other Expenses $705,450

TOTAL EXPENSES $1,697,069

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,024,119	$1,411,364	+0.4%
Expenses	$1,697,069	$1,523,723	+0.1%
Net Income	$327,050	$-112,359	-3.9%

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

115

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

$91,520

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS HANEY	BOARD CHAIR	0.00	Officer Director	$0	$0	$0
JOE KOCH	TREASURER	0.00	Officer Director	$0	$0	$0
ALLISON ADAMS	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
DAVID HORD	SECRETARY	0.00	Officer Director	$0	$0	$0
CHRIS O'HEARN	DIRECTOR	0.00	Director	$0	$0	$0
JILL GRUTZA	DIRECTOR	0.00	Director	$0	$0	$0
AMY PARKER	DIRECTOR	0.00	Director	$0	$0	$0
TABATHA BUTLER	DIRECTOR	0.00	Director	$0	$0	$0
OWEN MCNEIL	DIRECTOR	0.00	Director	$0	$0	$0
JACKIE SUE SHADOAN	DIRECTOR	0.00	Director	$0	$0	$0
TAMMY UNGER	DIRECTOR	0.00	Director	$0	$0	$0
DJ JACKSON	DIRECTOR	0.00	Director	$0	$0	$0
LISA HAMILTON	DIRECTOR	0.00	Director	$0	$0	$0
ZACH GOMEZ	DIRECTOR	0.00	Director	$0	$0	$0
TONYA WENZ	EXECUTIVE DIRECTOR	40.00	Officer	$91,520	$0	$91,520

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	$2,024,119	$1,697,069	$3,096,663	$327,050
2022	$1,411,364	$1,523,723	$2,659,426	$-112,359
2021	$1,415,385	$1,385,989	$2,815,261	$29,396
2019	$1,245,298	$1,383,405	$2,700,835	$-138,107
2018	$1,330,380	$1,398,215	$2,684,744	$-67,835

LIMESTONE FAMILY YMCA INC