Civic Intelligence

Burlington Area YMCA Endowment

EIN 20-2370690 • 501(c)3 • Burlington, IA

Profile

To make distributions to organizations that qualify as exempt organizations under section 501(c)(3) of the internal revenue code - specifically, the burlington community ymca/ywca.

2410 MT Pleasant StBurlington, IA 52601

www.burlingtony.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

92nd percentile

58%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

62nd percentile

8.8%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

127%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$4,491,446

Up $362,459 (+8.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,491,446

Up $362,459 (+8.8%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin92nd percentile

Revenue

Up

$365,181

Up $204,298 (+127%) from 2023

Expenses

Down

$154,298

Down $59,287 (-28%) from 2023

Net Income

Up

$210,883

Up $263,585 (+500%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $3,768,592Liabilities 2010: $0Net Assets 2010: $3,768,5922010Assets 2011: $3,636,243Liabilities 2011: $39,958Net Assets 2011: $3,596,2852011Assets 2012: $3,871,918Liabilities 2012: $75,273Net Assets 2012: $3,796,6452012Assets 2013: $4,078,791Liabilities 2013: $27,581Net Assets 2013: $4,051,2102013Assets 2014: $3,862,764Liabilities 2014: $38,835Net Assets 2014: $3,823,9292014Assets 2015: $3,387,162Liabilities 2015: $0Net Assets 2015: $3,387,1622015Assets 2016: $3,517,735Liabilities 2016: $0Net Assets 2016: $3,517,7352016Assets 2017: $3,749,311Liabilities 2017: $0Net Assets 2017: $3,749,3112017Assets 2018: $3,432,075Liabilities 2018: $0Net Assets 2018: $3,432,0752018Assets 2019: $3,664,134Liabilities 2019: $0Net Assets 2019: $3,664,1342019Assets 2020: $3,985,065Liabilities 2020: $0Net Assets 2020: $3,985,0652020Assets 2021: $4,409,123Liabilities 2021: $0Net Assets 2021: $4,409,1232021Assets 2022: $3,849,939Liabilities 2022: $0Net Assets 2022: $3,849,9392022Assets 2023: $4,128,987Liabilities 2023: $0Net Assets 2023: $4,128,9872023Assets 2024: $4,491,446Liabilities 2024: $0Net Assets 2024: $4,491,4462024

Highlighted filing

2024

Assets$4,491,446
Liabilities$0
Net Assets$4,491,446
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200K-$400KExpenses 2010: $212,1022010Expenses 2011: $140,1972011Expenses 2012: $225,2662012Revenue 2013: $330,381Expenses 2013: $243,577Net Income 2013: $86,8042013Revenue 2014: $314,172Expenses 2014: $413,037Net Income 2014: -$98,8652014Revenue 2015: $210,646Expenses 2015: $390,263Net Income 2015: -$179,6172015Revenue 2016: $136,381Expenses 2016: $183,134Net Income 2016: -$46,7532016Revenue 2017: $326,299Expenses 2017: $329,074Net Income 2017: -$2,7752017Revenue 2018: $362,168Expenses 2018: $128,094Net Income 2018: $234,0742018Revenue 2019: $176,257Expenses 2019: $390,687Net Income 2019: -$214,4302019Revenue 2020: $132,586Expenses 2020: $54,123Net Income 2020: $78,4632020Revenue 2021: $312,190Expenses 2021: $48,267Net Income 2021: $263,9232021Revenue 2022: $176,280Expenses 2022: $76,157Net Income 2022: $100,1232022Revenue 2023: $160,883Expenses 2023: $213,585Net Income 2023: -$52,7022023Revenue 2024: $365,181Expenses 2024: $154,298Net Income 2024: $210,8832024

Highlighted filing

2024

Revenue$365,181
Expenses$154,298
Net Income$210,883
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,491,446
Liabilities
$0
Net assets
$4,491,446
Revenue
$365,181
Expenses
$154,298
Net income
$210,883
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.37$0.15$0.21
2023Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.16$0.21$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.18$0.08$0.10
2021Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.31$0.05$0.26
2020Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.13$0.05$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.18$0.39$0.21
2018Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.36$0.13$0.23
2017Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.33$0.33$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.14$0.18$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.21$0.39$0.18
2014Summary only. Only limited summary data is available for this year.$3.86$0.04$3.82$0.31$0.41$0.10
2013Detailed filing. Detailed filing data is available for this year.$4.08$0.03$4.05$0.33$0.24$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.87$0.08$3.80$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.64$0.04$3.60$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.77$0.00$3.77$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 30, 2025
Return Version
2024v5.0
Gross Receipts
$365,181
Mission and Program Overview

Mission

To make distributions to organizations that qualify as exempt organizations under section 501(c)(3) of the internal revenue code - specifically, the burlington community ymca/ywca.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,006,820$4,381,024▲ $374,204
Savings and Temporary Cash Investments$122,167$110,422▼ $11,745
Total Assets$4,128,987$4,491,446▲ $362,459
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,260,689$3,534,776▲ $274,087
Net Assets With Donor Restrictions$868,298$956,670▲ $88,372
Total Net Assets Fund Balance$4,128,987$4,491,446▲ $362,459
Total Liabilities and Net Assets / Fund Balance$4,128,987$4,491,446▲ $362,459

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$4,128,987-▲ $516,757-$4,491,446
2023$3,849,939-▲ $492,633-$4,128,987
2022$4,409,123-▼ $483,027-$3,849,939
2021$3,985,065$49▲ $472,327-$4,409,123
2020$3,664,134-▲ $375,054-$3,985,065
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
John WagnerPresident
Brian HellingDirector
Frank DelaneyDirector
Gene AndersonDirector
Terri DowellTreasurer
Brett BessineVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$365,181
Other Revenue
$0
Change in Net Assets
$210,883
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$120,684
Other Expenses$33,614
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$120,684--$120,684
Fees for Service Investment Mgmnt Fees-$33,614-$33,614
Total Functional Expenses$120,684$33,614$0$154,298
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Burlington Area Community YmcaBurlington, IA501c3Operating Funds$120,684
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Committee reviews and approves the completed 990 before filing.”

Form 990, Page 6, Part VI, Line 12C

“At the april board meeting all potential conflicts of interest are identified and all conflicts are monitored throughout the year.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Burlington Area Ymca Endowment
EIN
20-2370690
Phone
3197536734
Address
2410 MT PLEASANT ST, BURLINGTON, IA 52601

Signing Officer

Name
John Wagner
Title
President
Phone
3197536734
Signed
2025-05-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Wagner
Formed
2004
Legal Domicile
Ia
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Forge Financial & Management Consulting
Address
1245 JORDAN CREEK PKWY STE 100, WEST DES MOINES, IA 50266-2343
Preparer
Ross Vanlaar CPA
Phone
5156203050
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Endowment board of trustees service”

Financial Statement Notes

Schedule D, Page 3, Part X

“The association and foundation have been classified as exempt organizations under internal revenue code section 501(c)(3) and as public charities qualified for charitable contributions under internal revenue code section 170. The association and foundation are subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix383 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt031133
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03849939
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-483027
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt028820
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03985065
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt049
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.19280
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION AND FOUNDATION HAVE BEEN CLASSIFIED AS EXEMPT ORGANIZATIONS UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND AS PUBLIC CHARITIES QUALIFIED FOR CHARITABLE CONTRIBUTIONS UNDER INTERNAL REVENUE CODE SECTION 170. THE ASSOCIATION AND FOUNDATION ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.02020
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IRS990ScheduleI/RecipientTable/CashGrantAmt0120684
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATING FUNDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BURLINGTON AREA COMMUNITY YMCA
IRS990ScheduleI/RecipientTable/RecipientEIN0134289848
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02410 MT PLEASANT STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BURLINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd052601
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FUNDING IS PROVIDED EXCLUSIVELY TO THE SUPPORTED ORGANIZATION, BURLINGTON AREA COMMUNITY YMCA. THE ORGANIZATION IS PROVIDED WITH A LIST OF THE ITEMS PURCHASED, AND THE INVOICED DOLLAR AMOUNTS AT THE TIME OF THE FUNDING REQUESTS EACH QUARTER. AT THE BEGINNING OF EACH FISCAL YEAR, THEY ARE ALSO PROVIDED WITH AN ANTICIPATED LIST OF CAPITAL EXPENSES FOR THAT YEAR WITH QUOTED AMOUNTS FOR THEIR REVIEW AND APPROVAL PRIOR TO THE START OF ANY CAPITAL IMPROVEMENTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT BOARD OF TRUSTEES SERVICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMITTEE REVIEWS AND APPROVES THE COMPLETED 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT THE APRIL BOARD MEETING ALL POTENTIAL CONFLICTS OF INTEREST ARE IDENTIFIED AND ALL CONFLICTS ARE MONITORED THROUGHOUT THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine2Txt0AREA YMCA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BURLINGTON AREA YMCA INC
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02410 MT PLEASANT ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BURLINGTON
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0154298
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IRS990/TotalProgramServiceExpensesAmt0120684
IRS990/TotalRevenueGrp/ExclusionAmt0160390
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0204791
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0365181
IRS990/TotalVolunteersCnt06
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IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN WAGNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03197536734
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURLINGTON AREA YMCA ENDOWMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BURL
ReturnHeader/Filer/EIN0202370690
ReturnHeader/Filer/PhoneNum03197536734
ReturnHeader/Filer/USAddress/AddressLine1Txt02410 MT PLEASANT ST
ReturnHeader/Filer/USAddress/CityNm0BURLINGTON
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0882802798
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORGE FINANCIAL & MANAGEMENT CONSULTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01245 JORDAN CREEK PKWY STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0502662343
ReturnHeader/PreparerPersonGrp/PhoneNum05156203050
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROSS VANLAAR CPA
ReturnHeader/ReturnTs02025-05-30T15:06:50-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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