Mid-Willamette Family YMCA

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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

2025-01-01 to 2025-12-31

Mid-Willamette Family YMCA, founded in 1894, is a community nonprofit in the Human Services sector that reported $5.0M in total revenue in fiscal year 2025. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $6.4M exceeded revenue, resulting in a 29% operating deficit.

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.

Program Service Accomplishments

Program 1

Expenses: $1,421,088 Revenue: $2,632,142

CHILD CARE, DAY CAMP, YOUTH SPORTS AND MEMBERSHIP DEVELOPMENT EXPENSE FOR SOLICITATION OF NEW MEMBERS AND DUES, RETENTION OF CURRENT MEMBERS AND OTHER MEMBERSHIP PROGRAMS.

Program 2

Expenses: $1,401,296 Revenue: $491,353

FITNESS AND WELLNESS: THE YMCA OFFERS 32 LAND FITNESS AND 23 WATER FITNESS CLASSES EACH WEEK, WITH MORE THAN 500 PARTICIPANTS. IN ADDITION, 150 INDIVIDUALS RECEIVED WELLNESS COACHING OR PERSONAL...

FITNESS AND WELLNESS: THE YMCA OFFERS 32 LAND FITNESS AND 23 WATER FITNESS CLASSES EACH WEEK, WITH MORE THAN 500 PARTICIPANTS. IN ADDITION, 150 INDIVIDUALS RECEIVED WELLNESS COACHING OR PERSONAL TRAINING. PROGRAM AND CLASSES ARE OFFERED ON A DAILY BASIS AS PART OF THE REGULAR QUARTERLY PROGRAM SCHEDULE. MEMBERSHIP REVENUE NOT SPECIFICALLY ALLOCATED TO THIS PROGRAM IS ACCOUNTED FOR IN 4D BELOW.

Program 3

Expenses: $909,057 Revenue: $165,719

AQUATICS: MORE THAN 1,000 YOUTH AND ADULTS PARTICIPATED IN LEARN TO SWIM, SWIM LESSONS, SWIM TEAM, LAP SWIM AND RECREATION SWIM ON A DAILY BASIS AS PART OF THE REGULAR QUARTERLY PROGRAM SCHEDULE...

AQUATICS: MORE THAN 1,000 YOUTH AND ADULTS PARTICIPATED IN LEARN TO SWIM, SWIM LESSONS, SWIM TEAM, LAP SWIM AND RECREATION SWIM ON A DAILY BASIS AS PART OF THE REGULAR QUARTERLY PROGRAM SCHEDULE. MEMBERSHIP REVENUE NOT SPECIFICALLY ALLOCATED TO THIS PROGRAM IS ACCOUNTED FOR IN 4D BELOW.

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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 (2025)

Revenue Breakdown

Contributions & Grants $600,515

Program Service Revenue $4,199,350

Investment Income $27,514

Other Revenue $145,902

TOTAL REVENUE $4,973,281

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,154,977

Fundraising Expenses $340,845

Program Expenses $4,587,094

Other Expenses $3,245,008

TOTAL EXPENSES $6,399,985

Year-over-Year Comparison

	2025	2024	Change
Revenue	$4,973,281	$6,959,617	-0.3%
Expenses	$6,399,985	$6,275,620	+0.0%
Net Income	$-1,426,704	$683,997	-3.1%

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

254

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

$176,425

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMANDA CURRAN	SECRETARY	1.0	Officer Director	$0	$0	$0
JEFF WHITE	TREASURER	1.0	Officer Director	$0	$0	$0
JOEL KAELBERER	PRESIDENT	1.0	Officer Director	$0	$0	$0
STAN BOSHART	VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
ADAM KOHLER	N/A	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
JULIE JACKSON	N/A	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
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	$176,425	$0	$176,425

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	$4,973,281	$6,399,985	$28,637,837	$-1,426,704
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