YWCA OF BILLINGS ENDOWMENT FOUNDATION INC (EIN 810534954) - 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

2000

Legal Domicile

Principal Officer

SHERRIL BURKE

Phone

4062526303

Tax Period

2022-07-01 to 2023-06-30

YWCA OF BILLINGS ENDOWMENT FOUNDATION INC, founded in 2000, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $67K in total revenue in fiscal year 2022. Revenue fell 43% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $13K, a strong 19% operating margin.

Mission

THE PURPOSE OF THE ORGANIZATION IS TO HOLD AND MAINTAIN THE PRINCIPAL PORTION OF INVESTMENTS, THE INCOME OF WHICH IS TO BE USED FOR FURTHERANCE OF THE EXEMPT PURPOSE OF THE YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF BILLINGS, MONTANA.

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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 (2022)

Revenue Breakdown

Contributions & Grants $54,481

Program Service Revenue $0

Investment Income $12,351

Other Revenue $0

TOTAL REVENUE $66,832

Expense Breakdown

Grants Paid $45,081

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $48,966

Other Expenses $9,003

TOTAL EXPENSES $54,084

Year-over-Year Comparison

	2022	2021	Change
Revenue	$66,832	$116,252	-0.4%
Expenses	$54,084	$83,232	-0.4%
Net Income	$12,748	$33,020	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERRIL BURKE	PRESIDENT	1.00	Officer Director	$0	$0	$0
DEBORAH ROBERTS	TREASURER	1.00	Officer Director	$0	$0	$0
JOHN DECKER	DIRECTOR	1.00	Director	$0	$0	$0
RHONDA DIEFENDERFER	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
JULIE SEEDHOUSE	DIRECTOR	1.00	Director	$0	$0	$0
JOHN OLD ELK	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$66,832	$54,084	$1,669,242	$12,748
2022	$116,252	$83,232	$1,550,776	$33,020
2021	$190,330	$73,353	$1,769,633	$116,977
2020	$110,149	$66,446	$1,485,512	$43,703
2019	$59,185	$63,748	$1,502,246	$-4,563

YWCA OF BILLINGS ENDOWMENT FOUNDATION INC