BILLINGS FAMILY YMCA INC

EIN: 810229386 501(c)(3) Human Services

BILLINGS, MT

Total Revenue
$6,328,947
Total Expenses
$5,525,533
Total Assets
$12,025,589
Net Assets
$11,436,070
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1905
Legal Domicile
MT
Principal Officer
JENNIFER KAUTZ
Phone
4062481685
Tax Period
2023-04-01 to 2024-03-31

BILLINGS FAMILY YMCA INC, founded in 1905, is a community nonprofit in the Human Services sector that reported $6.3M in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $5.5M left a modest 13% surplus.

Mission

THE YMCA OF BILLINGS MONTANA IS A CHARITABLE, COMMUNITY SERVICE ORGANIZATION THAT INCLUDES MEN, WOMEN, AND CHILDREN OF ALL AGES, ABILITIES, INCOMES, RACES AND RELIGIONS. WE FURTHER OUR CAUSE TO STRENGTHEN COMMUNITY THROUGH YOUTH DEVELOPMENT, SOCIAL RESPONSIBILITY, AND HEALTHY LIVING. ALL PERSONS ARE WELCOME AT OUR YMCA, REGARDLESS OF THEIR ABILITY TO PAY. OUR YMCA IS FOUNDED AND LED BY VOLUNTEERS FROM OUR COMMUNITY; VOLUNTEERS ALSO SERVE AS MENTORS, COACHES, PROGRAM LEADERS AND MORE.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,766,375
Program Service Revenue $4,320,228
Investment Income $185,095
Other Revenue $57,249
TOTAL REVENUE $6,328,947

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,219,309
Fundraising Expenses $142,565
Program Expenses $4,070,129
Other Expenses $2,306,224
TOTAL EXPENSES $5,525,533

Year-over-Year Comparison

2023 2022 Change
Revenue $6,328,947 $4,728,558 +0.3%
Expenses $5,525,533 $5,022,662 +0.1%
Net Income $803,414 $-294,104 -3.7%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
14
Independent Members
14
Employees
383
Volunteers
154

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
6
$246,791
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRAD SPERRY BOARD MEMBER 1.00
Director
$0 $0 $0
CAROL BEAM VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
ED GARDING BOARD MEMBER 1.00
Director
$0 $0 $0
ETHAN KANNING SECRETARY/TREASURER 1.00
Officer Director
$0 $0 $0
JENNIFER HAARR BOARD MEMBER 1.00
Director
$0 $0 $0
JON DYRE PRESIDENT 1.00
Officer Director
$0 $0 $0
MELISSA YACKLEY BOARD MEMBER 1.00
Director
$0 $0 $0
MICHAEL SPEIDEL BOARD MEMBER 1.00
Director
$0 $0 $0
MIKE BLACK BOARD MEMBER 1.00
Director
$0 $0 $0
NANCY HUGHES BOARD MEMBER 1.00
Director
$0 $0 $0
JOSIAH HUGS BOARD MEMBER 1.00
Director
$0 $0 $0
MATT RILEY BOARD MEMBER 1.00
Director
$0 $0 $0
SARA WHITTLE BOARD MEMBER 1.00
Director
$0 $0 $0
MATTHEW DRANGE BOARD MEMBER 1.00
Director
$0 $0 $0
JENNIFER KAUTZ ASSOCIATE EXECUTIVE DIRECT 40.00
Officer
$87,192 $0 $87,192
KAT MACLEOD FINANCE DIRECTOR 40.00
Officer
$0 $0 $0
KIM KAISER CEO 40.00
Officer
$159,599 $0 $159,599
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 $6,328,947 $5,525,533 $12,025,589 $803,414
2023 $4,728,558 $5,022,662 $11,198,760 $-294,104
2022 $5,997,942 $4,814,912 $11,486,053 $1,183,030
2021 $5,948,657 $4,538,158 $11,710,505 $1,410,499
2020 $5,545,548 $5,060,511 $9,700,449 $485,037
2019 $5,213,542 $5,117,180 $9,497,274 $96,362
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