GREATER MISSOULA FAMILY YMCA (EIN 810300829) - 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

1967

Legal Domicile

Principal Officer

HEATHER FOSTER

Phone

4067219622

Tax Period

2024-01-01 to 2024-12-31

GREATER MISSOULA FAMILY YMCA, founded in 1967, is a community nonprofit in the Human Services sector that reported $7.2M in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $6.3M left a modest 11% surplus.

Mission

THE MISSOULA FAMILY YMCA'S MISSION IS TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. THE Y SERVES FAMILIES AND INDIVIDUALS OF ALL AGES, ABILITIES, INCOMES, RACES AND RELIGIONS. WE ARE FOR YOUTH DEVELOPMENT, HEALTHY LIVING AND SOCIAL RESPONSIBILITY, AND OFFER PROGRAMS THAT PROMOTE HEALTHY LIFESTYLES, STRONG VALUES, LEADERSHIP DEVELOPMENT, COMMUNITY-BUILDING, AND INTERNATIONAL CONNECTIONS. OUR Y MAKES THE COMMITMENT THAT ALL CAN PARTICIPATE, REGARDLESS OF ABILITY TO PAY, AND PROVIDE FINANCIAL ASSISTANCE AND COMMUNITY SUBSIDY SO LOW-INCOME CHILDREN, FAMILIES AND INDIVIDUALS COULD PARTICIPATE IN Y PROGRAMMING, MEMBERSHIP AND CHILD CARE. THE MISSOULA FAMILY YMCA IS FOUNDED AND LED BY VOLUNTEERS FROM OUR COMMUNITY; VOLUNTEERS ALSO SERVE AS MENTORS, COACHES, PROGRAM LEADERS, INSTRUCTORS AND MORE. THE DONATED TIME, TALENT AND ENERGY OF MORE THAN 500 VOLUNTEERS MADE THE WORK OF THE Y POSSIBLE.

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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 $2,083,855

Program Service Revenue $4,851,906

Investment Income $145,875

Other Revenue $75,093

TOTAL REVENUE $7,156,729

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,257,191

Fundraising Expenses $247,547

Program Expenses $5,225,799

Other Expenses $2,077,243

TOTAL EXPENSES $6,334,434

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,156,729	$9,426,749	-0.2%
Expenses	$6,334,434	$6,469,432	0.0%
Net Income	$822,295	$2,957,317	-0.7%

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

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

407

Volunteers

456

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

$359,041

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JORGE WATSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
DYLAN MCFARLAND	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
JILL GALLE CPA	TREASURER	1.00	Officer Director	$0	$0	$0
TOM SEVERSON	SECRETARY	1.00	Officer Director	$0	$0	$0
DAN CRAVY	DIRECTOR	0.50	Director	$0	$0	$0
DENNIS TOUSSAINT	DIRECTOR	0.50	Director	$0	$0	$0
JOHN BRAUER	DIRECTOR	0.50	Director	$0	$0	$0
DR KATHY ROGERS	DIRECTOR (THUR 6.30.24)	0.50	Director	$0	$0	$0
NICK TABER	DIRECTOR	0.50	Director	$0	$0	$0
RYNE MADING	DIRECTOR (THRU 6.30.24)	0.50	Director	$0	$0	$0
TIM MCHUGH	DIRECTOR	0.50	Director	$0	$0	$0
MELANIE BROCK	DIRECTOR	0.50	Director	$0	$0	$0
STEVEN NELSON	DIRECTOR	0.50	Director	$0	$0	$0
MIKE NUGENT	DIRECTOR	0.50	Director	$0	$0	$0
MOLLY BLAKELY	DIRECTOR	0.50	Director	$0	$0	$0
SARAH HOLEXA	DIRECTOR	0.50	Director	$0	$0	$0
HEATHER FOSTER	CEO	40.00	Officer	$134,241	$17,481	$151,722
KERI MCHUGH	COO	40.00	Officer	$105,579	$21,209	$126,788
GENA STEVENS	ACCOUNTANT	40.00	Officer	$74,001	$6,530	$80,531

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	$7,156,729	$6,334,434	$22,516,314	$822,295
2023	$9,426,749	$6,469,432	$21,573,169	$2,957,317
2022	$10,632,225	$5,415,618	$17,125,907	$5,216,607
2021	$8,186,405	$4,407,045	$11,370,626	$3,779,360
2020	$6,023,568	$4,510,096	$7,389,302	$1,513,472
2019	$4,157,939	$4,412,878	$5,993,662	$-254,939
2018	$4,015,265	$4,345,007	$6,120,708	$-329,742

GREATER MISSOULA FAMILY YMCA