Montgomery County Family Ymca (2218)

Nonprofit profile at a glance

EIN
421433436
IRS 990 coverage
2014–2025
Forms available
Form 990 2025
Location
Red Oak, IA, USA
Phone
7126232161
Rating
76
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Young Men's or Women's Associations

Official website

Reported finances

Revenue
$1,032,144
Expenses
$1,016,132
Assets
$8,590,107
Liabilities
$44,670

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • MARTIN COATES (PRESIDENT)
  • AUSTIN DUYSEN (VICE PRESIDENT)
  • CARRIE SHALTER (EXECUTIVE DIRECTOR)

Highest reported compensation

  • CARRIE SHALTER (EXECUTIVE DIRECTOR): $60,085 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The montgomery county ymca is a dedicated community service organization that includes men, women and youth in our community. We are dedicated to youth development, social responsiblity and health living within our community

What it reported doing in 2025

Healthy Living: The Y is a leader on health and well-being. We bring families closer together, encourage good health and foster socialization through a variety of fitness classes, youth and adult activities, and shared interests. Examples are our Strength Train Together class, Lifestyle Splash aquatics class, youth and adult volleyball programs, youth soccer and our free Pickleball program. As a result, nearly 2700 people in our service area receive the support, guidance, and resources to achieve greater health in spirit, mind and body. This is important as our nation struggles with an obesity crisis, mental health struggles, as families face a work/life balance battle and individuals look for personal fulfillment. Our programs are accessible, affordable, and open to people of all faiths, backgrouds, abilities, and income levels.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 97% 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.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Fundraising costs are high for each dollar raised and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 60
  • Transparency & Controls: 90
  • Accountability: 95
  • Sustainability: 56
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 59.8%; rating input score 60
  • Program expense ratio: 68.8%; rating input score 69
  • Fundraising efficiency: $8.75 raised per $1 spent on fundraising; rating input score 30; 30th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th 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: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 1.6%; rating input score 35; 35th percentile among comparable filings
  • Total-asset coverage ratio: 8.45; rating input score 90; 90th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 65; 65th percentile among comparable filings
  • Officer compensation ratio: 5.9%; rating input score 48; 48th percentile among comparable filings

Growth

  • Program expense growth: 1.1% per year; rating input score 100; 19th percentile among comparable filings
  • Revenue growth: -4.7% per year; rating input score 0; 4th percentile among comparable filings
  • Asset growth: 2% per year; rating input score 100; 23rd percentile among comparable filings

Details

  • Where the money goes: 59.8% of revenue deployed · 68.8% of spending went to programs
  • Governance: 9 of 9 board members independent · 7 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $699K in reported program spending
  • Leadership: top reported pay $60K · 11 people listed
  • Consistency: 24 of 24 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 12 filing years from 2014 to 2025
  • 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.

  • Moderate — Financial Efficiency: Fundraising efficiency scored 30/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 35/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Moderate — Sustainability: Officer compensation ratio scored 48/100.