Lebanon Valley Family Ymca

Nonprofit profile at a glance

EIN
231243980
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Lebanon, PA, USA
Phone
7172732691
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Affiliation
Christianity

Official website

Reported finances

Revenue
$4,840,833
Expenses
$5,231,425
Assets
$7,927,303
Liabilities
$714,804

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

20 people listed

Executive titles in this filing

  • PHILLIP TIPTON (CEO)

Highest reported compensation

  • PHILLIP TIPTON (CEO): $169,417 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The lebanon valley family ymca mission is to put christian principles into practice through programs that build healthy spirit, mind and body for all. With a focus of being the leading non-profit organization in providing programs, services and facilities that positively impact the lives of all people from infants to seniors within our service area by creating a healthy, nurturing, learning environment that fosters positive development in all aspects of life. As part of our mission our programs are accessible, affordable, and open to all faiths, backgrounds, abilities and income levels. We provide financial assistance to people who otherwise may not have been able to afford to participate.

What it reported doing in 2024

The ymca is a leading voice on health and well-being in lebanon county. We bring individuals and families closer together, encourage healthy lifestyles, and strengthen community connections through fitness, aquatics, wellness, sports and shared experiences. Our ymca provides the support, guidance, and resources community members need to achieve improved health in spirit, mind and body. To meet these needs, the ymca delivers evidence- based health initiative programs such as rock steady boxing, a non-contact boxing program designed for individuals living with parkinson's disease; y wellness 24/7, which provides virtual wellness resources accessible anytime; and a wide range of active older adult fitness, mind & body, aquatics, and pickleball programming. Our community garden - developed in partnership with penn state extension and supported by local master gardener volunteers - promotes sustainable and healthy food practices. Additional programs, including knights of the 21st century, support holistic well-being and personal development for adult men in the lebanon community. The ymca also partners with local homeless and women's shelters to provide a safe and supportive environment for individuals and families. Through collaboration with community organizations, we continue to offer essential resources - including space, staffing and program support - to help families achieve and maintain healthy lifestyles.

Operating model

Revenue model
Earned-program. 87% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 99% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 78
  • Transparency & Controls: 70
  • Accountability: 95
  • Sustainability: 38
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 88.2%; rating input score 88
  • Program expense ratio: 81.2%; rating input score 81
  • Fundraising efficiency: $5.12 raised per $1 spent on fundraising; rating input score 18; 18th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -8.1%; rating input score 16; 16th percentile among comparable filings
  • Total-asset coverage ratio: 1.52; rating input score 52; 52nd percentile among comparable filings
  • Liabilities to assets ratio: 0.09; rating input score 60; 60th percentile among comparable filings
  • Officer compensation ratio: 3.2%; rating input score 67; 67th percentile among comparable filings

Growth

  • Program expense growth: 2.6% per year; rating input score 100; 25th percentile among comparable filings
  • Revenue growth: 1.8% per year; rating input score 100; 20th percentile among comparable filings
  • Asset growth: 3.3% per year; rating input score 100; 25th percentile among comparable filings

Details

  • Where the money goes: 88.2% of revenue deployed · 81.2% of spending went to programs
  • Governance: 19 of 19 board members independent · 7 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $4.2M in reported program spending
  • Leadership: top reported pay $169K · 20 people listed · 1 of 6 pay-setting controls reported
  • Consistency: 33 of 33 current checks pass
  • Schedules: 6 filed schedules · includes major donors and executive pay
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 18/100.
  • High — Sustainability: Operating margin scored 16/100.
  • Review — Accountability: Governance controls: Form 990 shared with the board not reported.
  • Review — Sustainability: Total-asset coverage ratio scored 52/100.