Young Men's Christian Association of Helena Inc

Nonprofit profile at a glance

EIN
810231815
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Helena, MT, USA
Phone
4064429622
Rating
76
Verdict
SUPPORTED
Rating confidence
Standard
Sector
Young Men's or Women's Associations
Affiliation
Christianity

Official website

Reported finances

Revenue
$1,187,169
Expenses
$1,333,755
Assets
$2,140,120
Liabilities
$303,023

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

Leadership & pay

11 people listed

Executive titles in this filing

  • BRAD BROWN (PRESIDENT)
  • JESSICA NELSON (VICE PRESIDENT)
  • JUDI ALLEN (EXECUTIVE DIRECTOR)

Highest reported compensation

  • JUDI ALLEN (EXECUTIVE DIRECTOR): $74,703 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 helena family ymca is a non-profit orgainzation dedicated to building self-esteem and enriching spirit, mind and body for persons of all ages and economic levels. This mission allows us to build strong kids, strong families and strong communities. The helena family ymca accomplishes these goals by providing a safe and nurturing enviroment. Our purpose is "connecting our community!"

What it reported doing in 2024

Youth development programs: ymca youth and teen programs give kids good role models to help them develop self-esteem and good values, including cooperation, respect, good citizenship, and a strong work ethic. Our youth and government programs expose young people to civic leaders and help them develop an understanding and appreciation of civic involvement. Our service learning and enviromental programs help youth develop an appreciation of charitable service and preservation of our natural resources. Our ymca resident camp programs provide a lasting experience of personal enrichments. Residential and day camps offer adventure and learning activities that provide challence and promote spiritual awarement, mental development, physical well-being, social growth and self-respect. Camping helps youth become aware of their physical and mental capabilities, to recognize the value of cooperation, and to gain confidence.

Operating model

Revenue model
Earned-program. 63% 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.
  • 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. Some related-organization disclosures are missing and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 70
  • Transparency & Controls: 86
  • Accountability: 90
  • Sustainability: 34
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 68.6%; rating input score 69
  • Program expense ratio: 62.8%; rating input score 63
  • Fundraising efficiency: $318.44 raised per $1 spent on fundraising; rating input score 94; 94th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 22nd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: No; rating input score 0

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 6 of 8 controls in place; rating input score 75
    • 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: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -12.3%; rating input score 15; 15th percentile among comparable filings
  • Total-asset coverage ratio: 1.6; rating input score 58; 58th percentile among comparable filings
  • Liabilities to assets ratio: 0.14; rating input score 37; 37th percentile among comparable filings
  • Officer compensation ratio: 5.6%; rating input score 51; 51st percentile among comparable filings

Growth

  • Program expense growth: -3% per year; rating input score 0; 10th percentile among comparable filings
  • Revenue growth: 0.4% per year; rating input score 100; 16th percentile among comparable filings
  • Asset growth: 1.6% per year; rating input score 100; 24th percentile among comparable filings

Details

  • Where the money goes: 68.6% of revenue deployed · 62.8% of spending went to programs
  • Governance: 10 of 10 board members independent · 6 of 8 filing controls reported
  • Programs: 4 filed program accomplishments · $838K in reported program spending
  • Leadership: top reported pay $75K · 11 people listed
  • Consistency: 23 of 24 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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 — Transparency & Controls: Related-party transparency scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Sustainability: Operating margin scored 15/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.
  • Review — Sustainability: Total-asset coverage ratio scored 58/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 37/100.
  • Review — Sustainability: Officer compensation ratio scored 51/100.