University YWCA Berkeley California (EIN 941156363) - 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

1889

Legal Domicile

Principal Officer

Monique LeSarre

Phone

5108486370

Tax Period

2023-07-01 to 2024-06-30

University YWCA Berkeley California, founded in 1889, is a small nonprofit in the Human Services sector that reported $901K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $214K, a strong 24% operating margin.

Mission

The mission of the YWCA Berkeley/Oakland is to eliminate racism, empower women, develop leaders and promote peace, justice, freedom and dignity 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 (2023)

Revenue Breakdown

Contributions & Grants $243,091

Program Service Revenue $6,821

Investment Income $461,471

Other Revenue $189,885

TOTAL REVENUE $901,268

Expense Breakdown

Grants Paid $0

Salaries & Benefits $413,533

Fundraising Expenses $98,168

Program Expenses $417,868

Other Expenses $273,707

TOTAL EXPENSES $687,240

Year-over-Year Comparison

	2023	2022	Change
Revenue	$901,268	$985,140	-0.1%
Expenses	$687,240	$741,966	-0.1%
Net Income	$214,028	$243,174	-0.1%

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

Volunteers

160

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

$107,901

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Laura Kirkwood-Datta	President	2.00	Officer Director	$0	$0	$0
Dia Tschirki-Penning	Vice President	2.00	Officer Director	$0	$0	$0
Alyssa Tio	Treasurer	2.00	Officer Director	$0	$0	$0
Paige Wheeler Fleury	Recording Secretary	2.00	Officer Director	$0	$0	$0
Cherisse Baatin	Director	1.00	Director	$0	$0	$0
Christine Cabras	Director	1.00	Director	$0	$0	$0
Marilyn Cleveland	Director	1.00	Director	$0	$0	$0
Kate Earle Funk	Director	1.00	Director	$0	$0	$0
Marcus Hill	Director	1.00	Director	$0	$0	$0
Patricia Jones	Director	1.00	Director	$0	$0	$0
Victoria Ladew	Director	1.00	Director	$0	$0	$0
Judy Martin	Director	1.00	Director	$0	$0	$0
Linda Oliver	Director	1.00	Director	$0	$0	$0
Trina Ostrander	Director	1.00	Director	$0	$0	$0
Patricia Raphael	Director	1.00	Director	$0	$0	$0
Mary Remy	Director	1.00	Director	$0	$0	$0
Kalkidan Shebi	Director	1.00	Director	$0	$0	$0
Jennifer White	Director	1.00	Director	$0	$0	$0
Adrienne Williams	Director	1.00	Director	$0	$0	$0
Freda Statom-Greene	Executive Director	40.00	Officer	$107,901	$0	$107,901

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	$901,268	$687,240	$6,054,176	$214,028
2024	No data	No data	No data	No data
2023	$924,621	$766,087	$5,746,144	$158,534
2023	$985,140	$741,966	$5,789,605	$243,174
2022	$93,387	$670,490	$5,615,840	$-577,103
2021	$3,400,806	$690,065	$6,693,026	$2,710,741
2020	$613,678	$680,114	$5,458,529	$-66,436
2019	$548,412	$672,278	$5,833,153	$-123,866

University YWCA Berkeley California