JOHN E ALEXANDER SOUTH WOOD COUNTY YMCA FOUNDATION (EIN 823729516) - 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

2017

Legal Domicile

Principal Officer

JUSTIN HUEBNER

Phone

7158186020

Tax Period

2024-01-01 to 2024-12-31

JOHN E ALEXANDER SOUTH WOOD COUNTY YMCA FOUNDATION, founded in 2017, is a small nonprofit in the Youth Development sector that reported $261K in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $243K, a strong 93% operating margin.

Mission

TO PROVIDE FOR THE PERMANENT AND PERPETUAL ADMINISTRATION OF ALL ASSETS, SECURITIES AND ALL OTHER TYPES AND KINDS OF PROPERTY PLACED IN THE FOUNDATION FOR THE EXCLUSIVE BENEFIT OF THE JOHN E. ALEXANDER SOUTH WOOD COUNTY YMCA COMMUNITY CENTER, INC AND ITS RELATED PROGRAMS AND ACTIVITIES, TO ACCOMPLISH THE PURPOSES AND OBJECTIVES OF THE YMCA AND THE NATIONAL COUNCIL OF YMCAS.

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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 $0

Program Service Revenue $0

Investment Income $260,984

Other Revenue $0

TOTAL REVENUE $260,984

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $17,584

TOTAL EXPENSES $17,584

Year-over-Year Comparison

	2024	2023	Change
Revenue	$260,984	$200,278	+0.3%
Expenses	$17,584	$22,345	-0.2%
Net Income	$243,400	$177,933	+0.4%

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
KEN IWINSKI	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
LESLIE ARENDT	DIRECTOR	1.00	Director	$0	$0	$0
JASON DEITZ	DIRECTOR	1.00	Director	$0	$0	$0
JILL KURSZEWSKI	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN HUEBNER	PRESIDENT	1.00	Officer Director	$0	$0	$0
MATT LUND	DIRECTOR	N/A		$0	$0	$156,541

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	$260,984	$17,584	$16,432,720	$243,400
2023	$200,278	$22,345	$16,046,256	$177,933
2022	$324,496	$279,352	$15,644,989	$45,144
2021	$1,283,786	$1,227,655	$16,428,359	$56,131
2020	$2,256,888	$5,027,757	$20,893,680	$-2,770,869
2019	$798,872	$150	$18,721,896	$798,722
2018	$17,362,816	$103,642	$17,898,174	$17,259,174

JOHN E ALEXANDER SOUTH WOOD COUNTY YMCA FOUNDATION