YWCA HELENA (EIN 810235416) - 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

1948

Legal Domicile

Principal Officer

DENISE KING

Phone

4064428774

Tax Period

2024-01-01 to 2024-12-31

YWCA HELENA, founded in 1948, is a community nonprofit in the Human Services sector that reported $2.0M in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $414K, a strong 20% operating margin.

Mission

YWCA HELENA PREVENTS HOMELESSNESS, PROVIDES SAFE AND SUPPORTIVE HOUSING FOR WOMEN AND CHILDREN EXPERIENCING HOMELESSNESS, AND PROVIDES SERVICES THAT RESTORES HOPE, SELF-SUFFICIENCY, AND HAPPY AND HEALTHY LIVES. TOGETHER WITH YWCA USA AND YWCAS ACROSS THE COUNTRY, WE ARE DEDICATED TO ELIMINATING RACISM, EMPOWERING WOMEN, AND PROMOTING PEACE, JUSTICE, FREEDOM, AND DIGNITY 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 $1,593,602

Program Service Revenue $449,443

Investment Income $1

Other Revenue $-13,114

TOTAL REVENUE $2,029,932

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,052,379

Fundraising Expenses $111,294

Program Expenses $1,076,115

Other Expenses $563,419

TOTAL EXPENSES $1,615,798

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,029,932	$1,573,925	+0.3%
Expenses	$1,615,798	$1,796,941	-0.1%
Net Income	$414,134	$-223,016	-2.9%

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

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

$172,454

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENIFER GURSKY	EXECUTIVE DIRECTOR (FORMER)	40.00	Officer	$93,577	$3,205	$96,782
DENISE KING	INTERIM EXECUTIVE DIRECTOR	40.00	Officer	$75,672	$0	$75,672
ABBIE CZIOK	PRESIDENT	2.00	Officer Director	$0	$0	$0
BECKY LAWSON	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
ZOE BARNARD	TREASURER	9.00	Officer Director	$0	$0	$0
ABIGAIL BROWN	SECRETARY	3.00	Officer Director	$0	$0	$0
MELISSA SCHLICHTING	DIRECTOR	1.00	Director	$0	$0	$0
ARIELLE COWSER	DIRECTOR	1.00	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	$2,029,932	$1,615,798	$3,060,030	$414,134
2023	$1,573,925	$1,796,941	$2,584,492	$-223,016
2022	$1,689,440	$1,461,844	$3,287,412	$227,596
2021	$1,173,280	$1,134,486	$2,968,156	$38,794
2020	$900,277	$820,998	$2,984,670	$79,279
2019	$453,603	$533,223	$2,807,712	$-79,620
2018	$481,666	$491,482	$2,870,653	$-9,816

YWCA HELENA