Young Mens Christian Association of the Greater Houston Area Endowment Foun dation (EIN 760555562) - 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

1997

Legal Domicile

Phone

7136595566

Tax Period

2024-01-01 to 2024-12-31

Young Mens Christian Association of the Greater Houston Area Endowment Foun dation, founded in 1997, is a community nonprofit in the Human Services sector that reported $2.1M in total revenue in fiscal year 2024. Revenue fell 51% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.3M, a strong 61% operating margin.

Mission

The YMCA Endowment Foundation exists to furnish assistance and support to the charitable and educational undertakings of the YMCA of Greater Houston - both now and into the future.

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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 $638,928

Program Service Revenue $0

Investment Income $1,427,110

Other Revenue $0

TOTAL REVENUE $2,066,038

Expense Breakdown

Grants Paid $681,501

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $681,501

Other Expenses $122,220

TOTAL EXPENSES $803,721

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,066,038	$4,189,924	-0.5%
Expenses	$803,721	$700,852	+0.1%
Net Income	$1,262,317	$3,489,072	-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

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

$1,492,258

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Charles E Comiskey	Vice Chair	1.0	Officer Director	$0	$0	$0
Jeni Ellis Halliday	Chair	1.0	Officer Director	$0	$0	$0
Andrew Keller	Director	1.0	Director	$0	$0	$0
Beth Shea	Director	1.0	Director	$0	$0	$0
Bill Palko	Director	1.0	Director	$0	$0	$0
Carlos Valdez Jr	Director	1.0	Director	$0	$0	$0
D Bradley McWilliams	Director	1.0	Director	$0	$0	$0
Howard Tellepsen	Director	1.0	Director	$0	$0	$0
Jennifer Chiang	Director	1.0	Director	$0	$0	$0
Jim Schier	Director	1.0	Director	$0	$0	$0
John S Arnoldy	Director	1.0	Director	$0	$0	$0
Keith Herndon	Director	1.0	Director	$0	$0	$0
Ronnie Hallenberger	Director	1.0	Director	$0	$0	$0
Stephen Fetterman	Director	1.0	Director	$0	$0	$0
Tom Friedman	Director	1.0	Director	$0	$0	$0
Tommy Ikard	Director	1.0	Director	$0	$0	$0
Jennifer Garcia	Treasurer / CFO	1.0	Officer	$0	$38,660	$355,458
Jennifer Lopez	Secretary / Chief of Staff	1.0	Officer	$0	$60,203	$400,066
Stephen Ives	President and CEO	1.0	Officer	$0	$80,474	$736,734

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	$2,066,038	$803,721	$22,563,867	$1,262,317
2023	$4,189,924	$700,852	$20,138,280	$3,489,072
2022	$1,214,436	$690,034	$14,481,071	$524,402
2021	$3,724,075	$603,156	$16,572,577	$3,120,919
2020	$524,828	$419,454	$14,117,495	$105,374
2019	$795,535	$252,709	$13,004,116	$542,826
2018	$1,389,579	$474,955	$10,809,719	$914,624

Young Mens Christian Association of the Greater Houston Area Endowment Foun dation