Civic Intelligence

Woodson Y M C a Inc

EIN 39-0808463 • 501(c)3 • Wausau, WI

Profile

The YMCA mission is " To put Christian principles into practice through programs that build healthy spirit, mind and body for all." We help the people we serve put these principles into practice in their daily lives. We accomplish this by developing the character of the people we serve. We develop character by teaching positive values. The core values of the YMCA are: caring, honesty, responsibility, and respect. These values are stressed in all areas of the YMCA starting at the preschool level and running all the way through our active older adult programs.

707 Third StreetWausau, WI 54403

www.woodsonymca.com

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.20x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.04x

Higher debt load relative to revenue than 19% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

70th percentile

16%

Higher net margin than 70% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$275,336

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

2nd percentile

-51%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

15%

Faster revenue growth than 65% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$2,768,976

Down $2,862,834 (-51%) from 2023

Liabilities

Up

$566,487

Up $52,653 (+10%) from 2023

Net Assets

Down

$2,202,489

Down $2,915,487 (-57%) from 2023

Revenue

Up

$13,058,405

Up $1,748,472 (+15%) from 2023

Expenses

Up

$10,969,157

Up $601,749 (+5.8%) from 2023

Net Income

Up

$2,089,248

Up $1,146,723 (+122%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $1,026,725Liabilities 2011: $630,091Net Assets 2011: $396,6342011Assets 2012: $834,995Liabilities 2012: $448,698Net Assets 2012: $386,2972012Assets 2013: $1,051,395Liabilities 2013: $757,355Net Assets 2013: $294,0402013Assets 2014: $793,926Liabilities 2014: $536,925Net Assets 2014: $257,0012014Assets 2015: $341,587Liabilities 2015: $345,949Net Assets 2015: -$4,3622015Assets 2016: $795,511Liabilities 2016: $679,715Net Assets 2016: $115,7962016Assets 2017: $653,412Liabilities 2017: $612,964Net Assets 2017: $40,4482017Assets 2018: $942,988Liabilities 2018: $642,625Net Assets 2018: $300,3632018Assets 2019: $869,967Liabilities 2019: $982,225Net Assets 2019: -$112,2582019Assets 2020: $1,586,376Liabilities 2020: $1,569,340Net Assets 2020: $17,0362020Assets 2021: $3,265,921Liabilities 2021: $370,165Net Assets 2021: $2,895,7562021Assets 2022: $4,776,732Liabilities 2022: $601,281Net Assets 2022: $4,175,4512022Assets 2023: $5,631,810Liabilities 2023: $513,834Net Assets 2023: $5,117,9762023Assets 2024: $2,768,976Liabilities 2024: $566,487Net Assets 2024: $2,202,4892024

Highlighted filing

2024

Assets$2,768,976
Liabilities$566,487
Net Assets$2,202,489

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $5,901,0472011Revenue 2012: $5,965,313Expenses 2012: $5,973,230Net Income 2012: -$7,9172012Revenue 2013: $6,255,151Expenses 2013: $6,339,141Net Income 2013: -$83,9902013Revenue 2014: $6,268,476Expenses 2014: $6,306,232Net Income 2014: -$37,7562014Revenue 2015: $6,380,071Expenses 2015: $6,618,028Net Income 2015: -$237,9572015Revenue 2016: $6,650,657Expenses 2016: $6,530,499Net Income 2016: $120,1582016Revenue 2017: $6,786,360Expenses 2017: $6,861,708Net Income 2017: -$75,3482017Revenue 2018: $6,988,951Expenses 2018: $6,729,036Net Income 2018: $259,9152018Revenue 2019: $7,294,080Expenses 2019: $7,706,701Net Income 2019: -$412,6212019Revenue 2020: $7,446,554Expenses 2020: $7,317,260Net Income 2020: $129,2942020Revenue 2021: $10,892,375Expenses 2021: $8,013,655Net Income 2021: $2,878,7202021Revenue 2022: $11,106,239Expenses 2022: $9,826,544Net Income 2022: $1,279,6952022Revenue 2023: $11,309,933Expenses 2023: $10,367,408Net Income 2023: $942,5252023Revenue 2024: $13,058,405Expenses 2024: $10,969,157Net Income 2024: $2,089,2482024

Highlighted filing

2024

Revenue$13,058,405
Expenses$10,969,157
Net Income$2,089,248

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$0.57$2.20$13.1$11.0$2.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.63$0.51$5.12$11.3$10.4$0.94
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.78$0.60$4.18$11.1$9.83$1.28
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.27$0.37$2.90$10.9$8.01$2.88
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$1.57$0.02$7.45$7.32$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.98$0.11$7.29$7.71$0.41
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.64$0.30$6.99$6.73$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.61$0.04$6.79$6.86$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.68$0.12$6.65$6.53$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.35$0.00$6.38$6.62$0.24
2014Detailed filing. Detailed filing data is available for this year.$0.79$0.54$0.26$6.27$6.31$0.04
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.05$0.76$0.29$6.26$6.34$0.08
2012Summary only. Only limited summary data is available for this year.$0.83$0.45$0.39$5.97$5.97$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.63$0.40$5.90
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jun 13, 2025
Return Version
2023v6.0
Gross Receipts
$13,078,397
Mission and Program Overview

Mission

The YMCA mission is " To put Christian principles into practice through programs that build healthy spirit, mind and body for all." We help the people we serve put these principles into practice in their daily lives. We accomplish this by developing the character of the people we serve. We develop character by teaching positive values. The core values of the YMCA are: caring, honesty, responsibility, and respect. These values are stressed in all areas of the YMCA starting at the preschool level and running all the way through our active older adult programs.

To put Christian principles into practice through programs that build healthy spirit, mind and body for all.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,105,781$2,008,958▲ $903,177
Accounts Receivable$4,109,453$654,307▼ $3,455,146
Savings and Temporary Cash Investments$305,630$0▼ $305,630
Prepaid Expenses and Deferred Charges$103,168$95,885▼ $7,283
Pledges and Grants Receivable$7,778$9,826▲ $2,048
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$5,631,810$2,768,976▼ $2,862,834
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$303,465$423,155▲ $119,690
Deferred Revenue$210,369$143,332▼ $67,037
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$513,834$566,487▲ $52,653
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,117,976$2,202,489▼ $2,915,487
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$5,117,976$2,202,489▼ $2,915,487
Total Liabilities and Net Assets / Fund Balance$5,631,810$2,768,976▼ $2,862,834

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$4,352,057$1,046▲ $847,589$223,307$4,953,638
2023$4,144,035$0▲ $460,975$230,476$4,352,057
2022$5,007,339$0▼ $601,270$237,321$4,144,035
2021$4,380,256$0▲ $867,958$216,669$5,007,339
2020$4,346,958$8,301▲ $334,614$288,621$4,380,256
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bryan BaileyPresident and CEOFT$246,824$28,512$275,336

Board Members and Trustees

NameTitle
Connor WulfDirector
Dave DaviesDirector
Dave EisenreichDirector
Denis BurgessDirector
Eric LindmanDirector
Garry SackDirector
Jeffrey StubbeDirector
Jessica AlmazarDirector
Keith EndeDirector
Margaret AndersonDirector
Matt BrewerDirector
Raj BhandariDirector
Sarah NapgezekDirector
Tom GrimmDirector
Becky GatzkeChief Volunteer Officer
Al LancasterSecretary/Treasurer
Deb KaneVice-Chief Volunteer Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,261,931
Program Service Revenue
$10,479,938
Investment Income
$11,552
Other Revenue
$304,984
All Other Contributions
$1,976,739
Change in Net Assets
$2,089,248
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,174,814
Other Expenses$2,870,343
Grants and Similar Amounts Paid$924,000
Total Fundraising Expense$88,797
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,287,980$1,426,628$17,494$5,732,102
Grants to Domestic Individuals$924,000--$924,000
Occupancy$571,052-$38,297$609,349
Fees for Services Other$379,424$82,933$17,777$480,134
Other Employee Benefits$307,260$137,691$747$445,698
Payroll Taxes$335,738$102,424$1,372$439,534
Pension Plan Contributions$191,409$88,491$2,244$282,144
Current Officers, Directors, Trustees, and Key Employees$205,969$68,527$840$275,336
Office Expenses$151,310$97,906$0$249,216
Payments to Affiliates$124,887$37,622$8,560$171,069
Insurance$82,250$46,603$1,466$130,319
Travel$64,667$32,664-$97,331
Advertising$12,345$38,502$0$50,847
Conferences and Meetings$23,803$10,760-$34,563
Other Expenses$2,658$12,909-$15,567
Total Functional Expenses$8,576,273$2,304,087$88,797$10,969,157
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$113,802
Fundraising Direct Expenses$19,992
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various$70,237$70,237$10,309$59,928
Golf Outing$43,565$43,565-$43,565
Total Events$113,802$113,802$19,992$93,810
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
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, Part VI, Line 6 Classes of members or stockholders

Any individual that takes out a membership is considered a member and can vote at the annual meeting.

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

Members (Those who pay for membership) may elect members of the governing board at the annual meeting.

Form 990, Part VI, Line 11B Review of form 990 by governing body

A copy of the 990 is provided to the Board of Directors to review prior to filing the Form 990 with the Internal Revenue Service.

Form 990, Part VI, Line 12C Conflict of interest policy

Annually, each member is required to fill out and sign a new conflict of interest form, which is kept on file. If there are any questions or concerns the Board discusses the issue and makes a determination as to what action is required. Any conflicts that may be noted during the year are also handled by discussion with the board.

Form 990, Part VI, Line 15A Process to establish compensation of top management official

Branch Directors rank individual Directors through the use of an MBO system. The year's final MBO rating is then used, along with any recommendations for increases, by the CEO, to create salary recommendations for all staff. A spreadsheet is prepared for the Personnel Committee and during the June/July meeting they approve or disapprove. At that time, based on surveys of similar position salaries, the committee determines the next years salary for the CEO.

Form 990, Part VI, Line 19 Required documents available to the public

They are available in the Vice President of Finance's office. Individuals can call or stop by and request to look at them. We will also make copies available.

Form 990, Part VIII, Line 2F Other Program Service Revenue

- Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;

Form 990 Part VI, Section A, Line 6:

The Individuals that take out a membership are members and can vote at the annual meeting.

Form 990 Part VI, Section A, Line 7A:

Members (Those who pay for memberships) may elect members of the governing body at the annual meeting.

Form 990 Part VI, Section B, Line 11:

A copy of the 990 is provided to the Board of Directors to review prior to filing the form 990 with the Internal Revenue Service.

Form 990 Part VI, Section B, Line 12C:

Annually, each member is required to fill out and sign a new conflict of interest form, which is kept on file. If there are any questions or concerns the Board discusses the issue and makes a determination as to what action is required. Any conflicts that may be noted during the year are also handled by discussion with the Board.

Form 990 Part VI, Section B, Line 15A:

Branch Directors rank individual Directors through the use of an MBO system. The year's final MBO rating is then used, along with any recommendations for increases, by the CEO, to create salary recommendations for all staff. A spreadsheet is prepared for the Personnel Committee and during the June/July meeting they approve or disapprove. At that time, based on surveys of similar position salaries, the committee determines the next years salary for the CEO.

Form 990 Part VI, Section C, Line 19:

They are available in the Vice President of Finance's Office. Individuals can call or stop by and request to look at them. We will also make copies available.

Filing and Contact Details

Filer

Filer Name
Woodson Ymca Inc
EIN
39-0808463
Phone
7158452177
Address
707 THIRD STREET, Wausau, WI 54403

Signing Officer

Name
Bryan Bailey
Title
CEO
Signed
2025-06-13
Discuss with paid preparer
Yes

Organization Details

Formed
1891
Legal Domicile
Wi
Voting Board Members
17
Independent Board Members
17
Employees
723
Volunteers
211

Preparer

Firm
KerberRose SC
Address
115 E Fifth Street, Shawano, WI 54166
Preparer
Zachary Linsmeyer
Phone
7155269400
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

Net Assets transferred from the YMCA to the Foundation - -1382527;

Form 990 Part I, Line 1

Description of Organization Mission: "To put Christian principles into practice through programs that build healthy spirit, mind and body for all."

Form 990 Part III, Line 4B

Program Service accomplishments: Fostering connections with new and old friends, bringing your loved ones closer together. At the YMCA, It is not about the activity you choose as much as it is about the benefits of living healthier on the inside as well as the outside.

Form 990 Part III, Line 4C

Program Service Accomplishments: -Community Garden -Livestrong at the YMCA -Healthy Kids Day -CPR/First Aid Certification Courses -Membership/Program Scholarship Fundraisers -World Service -Togetherhood -Diabetes prevention program

Form 990 Part XII, Line 2C

The process has not changed from the prior year.

990 Organizations Mission

The YMCA mission is "To put Christian Principles into practice through programs that build healthy spirit , mind and body for all". We help the people we serve put these principles into practice in their daily lives. We accomplish this by developing the character of the people we serve. We develop character by teaching positive values. The core values of the YMCA are caring, honesty, responsibility and respect. These values are stressed in all areas of the YMCA starting at the preschool level and running all the way through our active older adult programs.

Financial Statement Notes

Schedule D, Part V, Line 4 Intended uses of endowment funds

The Endowment Fund has two main intended uses. First is to provide funds for the maintenance of the YMCA's main camp facility to administer program activities. The second intended use is to provide programs and memberships for those families and youth who would not otherwise be able to afford a membership or participate in our programs.

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

Part X - Fin 48 Footnote The YMCA is a charitable organization under section 501(c)(3) of the internal revenue code, and thus is exempt from income taxes. Gifts, grants and bequests are deductible by donors within limitations of the internal revenue code. The Foundation is subject to a tax on income from any unrelated activities. The YMCA continually evaluates its tax positions, changes in tax law and new authoritative rulings for potential implications to its tax status. The YMCA has not identified any income it would consider to be unrelated business income.

Raw XML AppendixShowing 400 of 746 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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IRS990/Form990PartVIISectionAGrp/PersonNm9Garry Sack
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IRS990/Form990PartVIISectionAGrp/PersonNm13Margaret Anderson
IRS990/Form990PartVIISectionAGrp/PersonNm14Matt Brewer
IRS990/Form990PartVIISectionAGrp/PersonNm15Raj Bhandari
IRS990/Form990PartVIISectionAGrp/PersonNm16Sarah Napgezek
IRS990/Form990PartVIISectionAGrp/PersonNm17Tom Grimm
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Secretary/Treasurer
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IRS990/MissionDesc0The YMCA mission is " To put Christian principles into practice through programs that build healthy spirit, mind and body for all." We help the people we serve put these principles into practice in their daily lives. We accomplish this by developing the character of the people we serve. We develop character by teaching positive values. The core values of the YMCA are: caring, honesty, responsibility, and respect. These values are stressed in all areas of the YMCA starting at the preschool level and running all the way through our active older adult programs.
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IRS990/ProgramServiceRevenueGrp/Desc0Youth Development
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IRS990/ProgSrvcAccomActy2Grp/Desc0Healthy Living: The Y is a leading force in promoting health and wellness. We strengthen families by fostering connection, supporting healthy lifestyles, keeping people active with a wide range of workout options and bringing people together through fitness, sports, fun, educational and shared activities. As families face increasing challenges with finances, medical problems, and social issues, our Y remains a supportive space where individuals and families can continue to grow in both physical and emotional well-being. We are committed to ensuring our programs and facilities are accessible and affordable for everyone, and that no one is turned away for their inability to pay. This fiscal year alone, we provided over $540,000 in scholarships and discount for memberships, helping individuals and families gain access to the resources they need to lead healthier lives.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Social Responsibility: At our YMCA, we are committed to giving back and strengthening our community. We actively listen to and address the most pressing needs of those we serve. One example continues to be The Landing, our senior activity center, which supports the well-being of older adults by keeping them engaged in mind, body, and spirit. Over $42,000 was given in membership and program scholarships directly this year to help those utilizing The Landing. We offer a variety of programs designed to uplift individuals and foster community growth, including the LIVESTRONG program, a community garden, seasonal events, and multiple donation drives. These initiatives not only support individual members but also build a stronger, more connected community. Additionally, our dedicated volunteers, both in governance and programming, generously contribute their time and talents to help us carry out the YMCA mission and better serve our community.
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