Sonoma County Family Ymca
Nonprofit profile at a glance
- EIN
- 941265049
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024, Form 990-T 2023
- Location
- Santa Rosa, CA, USA
- Phone
- 7075459622
- Rating
- 80
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Young Men's or Women's Associations
Reported finances
- Revenue
- $9,105,794
- Expenses
- $9,642,246
- Assets
- $7,598,954
- Liabilities
- $985,243
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
20 people listed
Executive titles in this filing
- MATTHEW HENRY (CHIEF EXECUTIVE OFFICER)
Highest reported compensation
- MATTHEW HENRY (CHIEF EXECUTIVE OFFICER): $240,593 total reported compensation
- MICHELLE HEAD (CHIEF OPERATIONS OFFICER): $149,411 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Sonoma county family ymca seeks to enhance the lives of all people through programs designed to develop spirit, mind and body. At the y, strengthening our community is our cause. We believe that positive, lasting personal and social change can only come (see schedule o) about when we all work together to invest in our kids, our health, and our neighbors. That's why we focus our work on three areas: youth development - nurturing the potential of every child and teen; healthy living - improving our community's health and well-being; and social responsibility - giving back and providing support to our neighbors.
What it reported doing in 2024
Healthy living - the ymca is a leading voice on health and well-being. The ymca brings families closer together, encourages good health and fosters connections through fitness, sports, fun and shared interests. As a result, people in the community receive the support, guidance and resources they need to achieve greater health in spirit, mind and body. This is particularly important as the nation struggles with obesity, families struggle with work-life balance and individuals search for personal fulfillment.
Operating model
- Revenue model
- Earned-program. 91% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% 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
STRONG - 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: 80
- Transparency & Controls: 70
- Accountability: 100
- Sustainability: 31
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 90%; rating input score 90
- Program expense ratio: 86.7%; rating input score 87
- Fundraising efficiency: $1.82 raised per $1 spent on fundraising; rating input score 5; 5th 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: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -5.9%; rating input score 19; 19th percentile among comparable filings
- Total-asset coverage ratio: 0.79; rating input score 29; 29th percentile among comparable filings
- Liabilities to assets ratio: 0.13; rating input score 53; 53rd percentile among comparable filings
- Officer compensation ratio: 4%; rating input score 61; 61st percentile among comparable filings
Growth
- Program expense growth: 3.7% per year; rating input score 100; 31st percentile among comparable filings
- Revenue growth: 3.1% per year; rating input score 100; 28th percentile among comparable filings
- Asset growth: 2% per year; rating input score 100; 19th percentile among comparable filings
Details
- Where the money goes: 90% of revenue deployed · 86.7% of spending went to programs
- Governance: 17 of 17 board members independent · 9 of 9 filing controls reported
- Programs: 3 filed program accomplishments · $8.4M in reported program spending
- Leadership: top reported pay $241K · 20 people listed · 1 of 6 pay-setting controls reported
- Consistency: 32 of 32 current checks pass
- Schedules: 7 filed schedules · includes major donors and executive pay
- Filing history: 15 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Related organizations: 1 filed related-organization link
- 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 5/100.
- High — Sustainability: Operating margin scored 19/100.
- High — Sustainability: Total-asset coverage ratio scored 29/100.
- Review — Sustainability: Liabilities to assets ratio scored 53/100.