Mid-Willamette Family YMCA (EIN 930479079) - 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

1894

Legal Domicile

Phone

5419264488

Tax Period

2024-01-01 to 2024-12-31

Mid-Willamette Family YMCA, founded in 1894, is a community nonprofit in the Human Services sector that reported $7.0M in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $6.3M left a modest 10% surplus.

Mission

The Y is a cause-driven organization that is for youth development, for healthy living and for social responsibility. Our mission is to put Christian principles into practice through programs that build a healthy spirit, mind and body 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 $2,976,527

Program Service Revenue $3,773,154

Investment Income $21,933

Other Revenue $188,003

TOTAL REVENUE $6,959,617

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,053,662

Fundraising Expenses $353,649

Program Expenses $4,452,774

Other Expenses $3,221,958

TOTAL EXPENSES $6,275,620

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,959,617	$9,420,852	-0.3%
Expenses	$6,275,620	$5,712,659	+0.1%
Net Income	$683,997	$3,708,193	-0.8%

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

223

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

$167,369

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOEL KAELBERER	PRESIDENT	1.0	Officer Director	$0	$0	$0
ADAM KOHLER	N/A	1.0	Director	$0	$0	$0
AMANDA CURRAN	SECRETARY	1.0	Director	$0	$0	$0
CHRIS NORMAN	N/A	1.0	Director	$0	$0	$0
DAN PURCELL	N/A	1.0	Director	$0	$0	$0
GEOFF DAVIS	N/A	1.0	Director	$0	$0	$0
GEORGE DOOLEY	N/A	1.0	Director	$0	$0	$0
GREG ANABLE	N/A	1.0	Director	$0	$0	$0
HARRISON REID	N/A	1.0	Director	$0	$0	$0
JANEL BENNETT	N/A	1.0	Director	$0	$0	$0
JAY BURCHAM	N/A	1.0	Director	$0	$0	$0
JEFF WHITE	TREASURER	1.0	Director	$0	$0	$0
KERRY JOHNSON	N/A	1.0	Director	$0	$0	$0
MICAH SMITH	N/A	1.0	Director	$0	$0	$0
MIKE SYKES	N/A	1.0	Director	$0	$0	$0
NICK GAITAUD	N/A	1.0	Director	$0	$0	$0
SANDI GORDON	N/A	1.0	Director	$0	$0	$0
SANDY ROBERTS	N/A	1.0	Director	$0	$0	$0
STACIE SHANK	N/A	1.0	Director	$0	$0	$0
STAN BOSHART	VICE PRESIDENT	1.0	Director	$0	$0	$0
THOMAS CASEY	N/A	1.0	Director	$0	$0	$0
TIM FITZPATRICK	N/A	1.0	Director	$0	$0	$0
CHRISTOPHER REESE	CHIEF EXECUTIVE OFFICER	40.0	Officer	$167,369	$0	$167,369

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	$6,959,617	$6,275,620	$30,440,862	$683,997
2023	$9,420,852	$5,712,659	$29,932,382	$3,708,193
2022	$9,369,819	$5,067,498	$27,600,534	$4,302,321
2021	$5,429,691	$3,431,432	$6,324,919	$1,998,259
2020	$3,114,667	$2,744,349	$4,185,267	$370,318
2019	$2,841,475	$2,861,933	$3,451,186	$-20,458
2018	$2,672,647	$3,067,244	$3,486,695	$-394,597

Mid-Willamette Family YMCA