MID-WILLAMETTE FAMILY YMCA FOUNDATION (EIN 931258614) - 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

1998

Legal Domicile

Principal Officer

JOEL KALBERER

Phone

5419264488

Tax Period

2022-01-01 to 2022-12-31

MID-WILLAMETTE FAMILY YMCA FOUNDATION, founded in 1998, is a micro nonprofit in the Human Services sector that reported $93 in total revenue in fiscal year 2022. Revenue fell 100% from the prior year — a significant decline worth monitoring. Expenses of $2K exceeded revenue, resulting in a 1872% operating deficit.

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO THE MID-WILLAMETTE FAMILY YMCA (A 501(C)(3) ORGANIZATION) LOCATED IN ALBANY, OREGON.

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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 $0

Program Service Revenue $0

Investment Income $93

Other Revenue $0

TOTAL REVENUE $93

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,617

Other Expenses $1,834

TOTAL EXPENSES $1,834

Year-over-Year Comparison

	2022	2021	Change
Revenue	$93	$24,993	-1.0%
Expenses	$1,834	$6,487,291	-1.0%
Net Income	$-1,741	$-6,462,298	-1.0%

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

N/A

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
JOEL KALBERER	President	1.00	Officer Director	$0	$0	$0
CINDY SPARKS	Secretary	1.00	Officer Director	$0	$0	$0
STAN BOSHART	Director	1.00	Director	$0	$0	$0
CHIRSTOPHER BEECHWOOD	Treasurer	1.00	Officer Director	$0	$0	$0
MIKE MARTIN	Director	1.00	Director	$0	$0	$0
TOM GERDING	Director	1.00	Director	$0	$0	$0
KRISTAL DUFOUR	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
2022	$93	$1,834	$54,684	$-1,741
2021	$24,993	$6,487,291	$60,579	$-6,462,298
2020	$65,303	$67,960	$6,517,096	$-2,657
2019	$67,272	$68,128	$6,516,487	$-856
2018	$66,358	$67,962	$6,512,105	$-1,604

MID-WILLAMETTE FAMILY YMCA FOUNDATION