YMCA OF METROPOLITAN DALLAS INC (EIN 750800696) - 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

1936

Legal Domicile

Phone

2148809622

Tax Period

2024-01-01 to 2024-12-31

YMCA OF METROPOLITAN DALLAS INC, founded in 1936, is a mid-sized nonprofit in the Human Services sector that reported $74.8M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $69.2M left a modest 7% surplus.

Mission

TO PUT CHRISTIAN VALUES INTO PRACTICE THROUGH PROGRAMS THAT BUILD 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 (2024)

Revenue Breakdown

Contributions & Grants $12,792,014

Program Service Revenue $58,870,568

Investment Income $2,798,742

Other Revenue $306,136

TOTAL REVENUE $74,767,460

Expense Breakdown

Grants Paid $304,760

Salaries & Benefits $40,302,135

Fundraising Expenses $1,222,376

Program Expenses $59,251,993

Other Expenses $28,585,073

TOTAL EXPENSES $69,191,968

Year-over-Year Comparison

	2024	2023	Change
Revenue	$74,767,460	$78,960,739	-0.1%
Expenses	$69,191,968	$65,990,805	+0.0%
Net Income	$5,575,492	$12,969,934	-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

3714

Volunteers

1350

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

$1,621,226

Total Directors

Key Employees

$1,267,257

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alex Arellano	Director	0.5	Director	$0	$0	$0
Alexis Martinez	Director	0.5	Director	$0	$0	$0
Angela Guillory	Director	0.5	Director	$0	$0	$0
Bruce Newsome	Director	0.5	Director	$0	$0	$0
Christina Carroll	Director	0.5	Director	$0	$0	$0
Daniel Drabinski	Director	0.5	Director	$0	$0	$0
David Holleran	Director	0.5	Director	$0	$0	$0
Felix Lozano III	Immediate Past Chair	1.0	Director	$0	$0	$0
Gina Betts	Director	0.5	Director	$0	$0	$0
Jasmine Collier	Director	0.5	Director	$0	$0	$0
Jason Kulas	Director	0.5	Director	$0	$0	$0
Jennifer Scripps	Director	0.5	Director	$0	$0	$0
Jessica Thorne	Director	0.5	Director	$0	$0	$0
Jill Magnuson	Director	0.5	Director	$0	$0	$0
Jody Zorn	Director	0.5	Director	$0	$0	$0
John Costa	Treasurer	1.0	Director	$0	$0	$0
John Phillips	Director	0.5	Director	$0	$0	$0
Jonathan Clarkson	Director	0.5	Director	$0	$0	$0
Jorge Calderon	Director	0.5	Director	$0	$0	$0
Justin Lonon	Director	0.5	Director	$0	$0	$0
Ken Malcolmson	Chair	1.0	Director	$0	$0	$0
Kenya Woodruff	Director	0.5	Director	$0	$0	$0
Lori McMahon	Director	0.5	Director	$0	$0	$0
Margaret Keliher	Secretary	0.5	Director	$0	$0	$0
Margaret Spellings	Director	0.5	Director	$0	$0	$0
Michael Hogan	Director	0.5	Director	$0	$0	$0
Monica Lira Bravo	Director	0.5	Director	$0	$0	$0
Nate St Clair	Director	0.5	Director	$0	$0	$0
Patrick Cowlishaw	Director	0.5	Director	$0	$0	$0
Paul Hoffman	Director	0.5	Director	$0	$0	$0
Rebekah Kay	Director	0.5	Director	$0	$0	$0
Romit Cheema	Director	0.5	Director	$0	$0	$0
Ryan Bowles	Director	0.5	Director	$0	$0	$0
Stacey Maris	Director	0.5	Director	$0	$0	$0
Timmy Newsome	Director	0.5	Director	$0	$0	$0
Torrey Littlejohn	Vice Chair	0.5	Director	$0	$0	$0
Wendy Holder	Director	0.5	Director	$0	$0	$0
Brandy Perryman	Chief Operating Officer	60.0	Officer	$269,837	$59,440	$329,277
Curtis Hazelbaker	President/CEO	60.0	Officer	$465,119	$75,424	$540,543
David A Bornowski	Chief Financial Officer-partial year	60.0	Officer	$329,690	$59,823	$389,513
Suzanne Y Goswick	Sr VP Human Resources	60.0	Officer	$263,784	$41,007	$304,791
Wade Griffin	Chief Financial Officer-partial year	60.0	Officer	$54,799	$2,303	$57,102
Greg W Hartman	Tx State Alliance Sr Exec	60.0	Key Emp	$199,497	$37,834	$237,331
Jennifer Federici	Sr VP Marketing & Communications	50.0	Key Emp	$171,099	$52,308	$223,407
Kathryn Allen	Sr VP Development	50.0	Key Emp	$260,469	$62,219	$322,688
Rebecca Lee	Sr VP-Membership & Wellness	50.0	Key Emp	$167,527	$50,916	$218,443
Todd Baker	Sr VP Facilities	50.0	Key Emp	$220,558	$44,830	$265,388
Brian S Haines	VP Operations	50.0	Highest	$157,746	$37,521	$195,267
Elise S Back	VP Growth	50.0	Highest	$168,915	$15,267	$184,182
Eric Schenkelberg	VP Operations	50.0	Highest	$173,337	$29,554	$202,891
John D Nitardy	VP Advancement	50.0	Highest	$184,159	$49,566	$233,725
William Lees	VP Operations	50.0	Highest	$156,180	$36,114	$192,294

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	$74,767,460	$69,191,968	$195,592,702	$5,575,492
2023	$78,960,739	$65,990,805	$188,487,208	$12,969,934
2022	$83,723,978	$61,752,613	$180,072,824	$21,971,365
2021	$56,500,071	$52,576,921	$164,886,372	$3,923,150
2020	$51,431,618	$44,900,346	$153,704,363	$6,531,272
2019	$64,976,348	$63,976,756	$118,626,487	$999,592
2018	$62,001,914	$61,294,631	$118,753,767	$707,283

YMCA OF METROPOLITAN DALLAS INC