Civic Intelligence

Chippewa Valley Family YMCA Inc. Endowment Trust

990 • Fiscal year 2016 • EIN 39-1470061

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 10, 2017

Organization ProfileWWW.CHIPPEWAYMCA.COM
611 Jefferson AvenueChippewa Falls, WI 54729

(715) 723-2201

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

68th percentile

11%

Higher net margin than 68% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

56th percentile

3.7%

Faster asset growth than 56% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

-3.0%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$757,674

Up $27,239 (+3.7%) from 2015

Net Assets

Up

$757,674

Up $27,239 (+3.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin68th percentile

Revenue

Down

$37,768

Down $1,175 (-3.0%) from 2015

Expenses

Up

$33,654

Up $881 (+2.7%) from 2015

Net Income

Down

$4,114

Down $2,056 (-33%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $589,675Liabilities 2010: $0Net Assets 2010: $589,6752010Assets 2011: $574,591Liabilities 2011: $0Net Assets 2011: $574,5912011Assets 2012: $650,752Liabilities 2012: $0Net Assets 2012: $650,7522012Assets 2013: $722,099Liabilities 2013: $0Net Assets 2013: $722,0992013Assets 2014: $780,251Liabilities 2014: $0Net Assets 2014: $780,2512014Assets 2015: $730,435Liabilities 2015: $0Net Assets 2015: $730,4352015Assets 2016: $757,674Liabilities 2016: $0Net Assets 2016: $757,6742016Assets 2017: $842,860Liabilities 2017: $0Net Assets 2017: $842,8602017Assets 2018: $763,256Liabilities 2018: $0Net Assets 2018: $763,2562018Assets 2019: $895,602Liabilities 2019: $0Net Assets 2019: $895,6022019Assets 2020: $960,473Liabilities 2020: $0Net Assets 2020: $960,4732020Assets 2021: $1,295,390Liabilities 2021: $0Net Assets 2021: $1,295,3902021Assets 2022: $1,130,716Liabilities 2022: $0Net Assets 2022: $1,130,7162022Assets 2023: $1,275,914Liabilities 2023: $0Net Assets 2023: $1,275,9142023Assets 2024: $1,372,143Liabilities 2024: $0Net Assets 2024: $1,372,1432024

Highlighted filing

2016

Assets$757,674
Liabilities$0
Net Assets$757,674
Open 2016 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KExpenses 2010: $17,1372010Expenses 2011: $26,0942011Expenses 2012: $18,6322012Revenue 2013: $28,321Expenses 2013: $27,600Net Income 2013: $7212013Revenue 2014: $84,372Expenses 2014: $28,177Net Income 2014: $56,1952014Revenue 2015: $38,943Expenses 2015: $32,773Net Income 2015: $6,1702015Revenue 2016: $37,768Expenses 2016: $33,654Net Income 2016: $4,1142016Revenue 2017: $64,215Expenses 2017: $34,568Net Income 2017: $29,6472017Revenue 2018: $48,104Expenses 2018: $39,680Net Income 2018: $8,4242018Revenue 2019: $54,811Expenses 2019: $3,474Net Income 2019: $51,3372019Revenue 2020: $44,005Expenses 2020: $34,628Net Income 2020: $9,3772020Revenue 2021: $396,965Expenses 2021: $115,988Net Income 2021: $280,9772021Revenue 2022: -$24,838Expenses 2022: $5,186Net Income 2022: -$30,0242022Revenue 2023: $39,123Expenses 2023: $5,146Net Income 2023: $33,9772023Revenue 2024: $61,944Expenses 2024: $50,385Net Income 2024: $11,5592024

Highlighted filing

2016

Revenue$37,768
Expenses$33,654
Net Income$4,114
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 10, 2017
Return Version
2016v3.0
Gross Receipts
$238,244
Mission and Program Overview

Mission

To improve and perpetuate the chippewa valley family ymca.

Accumulation of funds to benefit and perpetuate the mission of chippewa valley family ymca, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$535,432$433,995▼ $101,437
Investments in Publicly Traded Securities$175,863$300,820▲ $124,957
Savings and Temporary Cash Investments$19,140$22,859▲ $3,719
Total Assets$730,435$757,674▲ $27,239
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$712,235$726,227▲ $13,992
Temporarily Rstr Net Assets$18,200$31,447▲ $13,247
Total Net Assets Fund Balance$730,435$757,674▲ $27,239
Total Liabilities and Net Assets / Fund Balance$730,435$757,674▲ $27,239

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$47,894--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$730,435$1,674▲ $59,218$3,873$757,674
2015$780,251$397▼ $17,440$4,044$730,435
2014$722,099$50,884▲ $35,445$3,944$780,251
2013$650,752$3,700▲ $95,247$3,368$722,099
2012$574,591$25,500▲ $69,293$3,632$650,752
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Diane MitchellTrustee
Gerald JacobsonTrustee
Lori GeisslerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$1,674
Program Service Revenue
$0
Investment Income
$36,094
Other Revenue
$0
All Other Contributions
$1,674
Change in Net Assets
$4,114
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$29,780
Other Expenses$3,874
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$29,780--$29,780
Fees for Service Investment Mgmnt Fees-$3,014-$3,014
Fees for Services Accounting-$860-$860
Total Functional Expenses$29,780$3,874$0$33,654
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Chippewa Valley Family Ymca IncChippewa Falls, WI501(c)(3)Funds to Benefit and Perpetuate the Chippewa Valley Ymca, Inc.$29,780
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
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The trustees are provided with a draft of the 990 before it is filed with the internal revenue service.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Chippewa Valley Family Ymca Inc
EIN
39-1470061
Phone
7157232201
Address
611 JEFFERSON AVENUE, CHIPPEWA FALLS, WI 54729

Signing Officer

Name
Diane Mitchell
Title
Trustee
Phone
7157232201
Signed
2017-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Mitchell
Formed
1977
Legal Domicile
Wi
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Wipfli LLP
Address
3703 Oakwood Hills Pkwy, Eau Claire, WI 54701
Preparer
Dan Walker CPA
Phone
7158323407
Supplemental Narrative

Financial Statement Notes

Part V, Line 4:

“To improve and perpetuate the chippewa valley family ymca inc.”

Raw XML Appendix397 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ACCUMULATION OF FUNDS TO BENEFIT AND PERPETUATE THE MISSION OF CHIPPEWA VALLEY FAMILY YMCA, INC.
IRS990/AllOtherContributionsAmt01674
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JENNIFER SHERBINOW
IRS990/BooksInCareOfDetail/PhoneNum07157232201
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0611 JEFFERSON AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHIPPEWA FALLS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054729
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01674
IRS990/CYGrantsAndSimilarPaidAmt029780
IRS990/CYInvestmentIncomeAmt036094
IRS990/CYOtherExpensesAmt03874
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt04114
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt033654
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt037768
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ALLOCATION OF FUNDS TO SUPPORT THE MISSION AND SPECIAL PROJECTS OF CHIPPEWA VALLEY FAMILY YMCA, INC. BY USING EARNED INTEREST FROM ITS CORPUS OR PRINCIPAL.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt029780
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0860
IRS990/FeesForServicesAccountingGrp/TotalAmt0860
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt03014
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03014
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0GERALD JACOBSON
IRS990/Form990PartVIISectionAGrp/PersonNm1DIANE MITCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm2LORI GEISSLER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt021432
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt029780
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt029780
IRS990/GrantsToDomesticOrgsGrp/TotalAmt029780
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0221908
IRS990/GrossReceiptsAmt0238244
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt014662
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014662
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0535432
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0433995
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0175863
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0300820
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0200476
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To improve and perpetuate the Chippewa Valley Family YMCA, Inc.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0730435
IRS990/NetAssetsOrFundBalancesEOYAmt0757674
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt021432
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt021432
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt023125
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0712235
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0726227
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DIANE MITCHELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0397
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt028729
IRS990/PYInvestmentIncomeAmt038546
IRS990/PYOtherExpensesAmt04044
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt06170
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt032773
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt038943
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt04114
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt019140
IRS990/SavingsAndTempCashInvstGrp/EOYAmt022859
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0391308377
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt029780
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CHIPPEWA VALLEY FAMILY YMCA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt029780
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0730435
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01674
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0757674
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt029780
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt059218
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt03873
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0780251
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0397
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0730435
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt028729
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-17440
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt04044
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0722099
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt050884
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0780251
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt024233
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt035445
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt03944
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0650752
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt03700
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0722099
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt024232
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt095247
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt03368
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0574591
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt025500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0650752
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt015000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt069293
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt03632
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt043587
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt149636
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt247427
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt358743
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4102284
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt584424
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt647894
IRS990ScheduleD/OtherSecuritiesGrp/Desc0AMCAP FUND CLASS F-2
IRS990ScheduleD/OtherSecuritiesGrp/Desc1DODGE AND COX STOCK FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2EUROPACIFIC GROWTH FUND CLASS F-2
IRS990ScheduleD/OtherSecuritiesGrp/Desc3JP MORGAN STRATEGIC INCOME OPPORTUNITY
IRS990ScheduleD/OtherSecuritiesGrp/Desc4METROPOLITAN WEST TOTAL RETURN BOND
IRS990ScheduleD/OtherSecuritiesGrp/Desc5VANGUARD SHORT-TERM INVESTMENT-GRADE
IRS990ScheduleD/OtherSecuritiesGrp/Desc6JENSEN QUALITY GROWTH FUND CLASS 1
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.95800
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO IMPROVE AND PERPETUATE THE CHIPPEWA VALLEY FAMILY YMCA INC.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.04200
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0433995
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt029780
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUNDS TO BENEFIT AND PERPETUATE THE CHIPPEWA VALLEY YMCA, INC.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHIPPEWA VALLEY FAMILY YMCA INC
IRS990ScheduleI/RecipientTable/RecipientEIN0391308377
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0611 JEFFERSON AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHIPPEWA FALLS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd054729
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES ARE PROVIDED WITH A DRAFT OF THE 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CHIPPEWA VALLEY FAMILY YMCA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0391308377
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO STRENGTHEN COMMUNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0611 JEFFERSON AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHIPPEWA FALLS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd054729
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt018200
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt031447
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0730435
IRS990/TotalAssetsEOYAmt0757674
IRS990/TotalAssetsGrp/BOYAmt0730435
IRS990/TotalAssetsGrp/EOYAmt0757674
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01674
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03874
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt029780
IRS990/TotalFunctionalExpensesGrp/TotalAmt033654
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0730435
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0757674
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt029780
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt036094
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt037768
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0730435
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0757674
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0611 JEFFERSON AVENUE
IRS990/USAddress/CityNm0CHIPPEWA FALLS
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054729
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.CHIPPEWAYMCA.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE MITCHELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07157232201
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHIPPEWA VALLEY FAMILY YMCA INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHIP
ReturnHeader/Filer/EIN0391470061
ReturnHeader/Filer/PhoneNum07157232201
ReturnHeader/Filer/USAddress/AddressLine1Txt0611 JEFFERSON AVENUE
ReturnHeader/Filer/USAddress/CityNm0CHIPPEWA FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054729
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0140CFD747FF948B72755C94A31BAA5C07AA0F6D2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.54.158.3
ReturnHeader/FilingSecurityInformation/IPDt02017-02-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:31:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wipfli LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03703 Oakwood Hills Pkwy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Eau Claire
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054701
ReturnHeader/PreparerPersonGrp/PhoneNum07158323407
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAN WALKER CPA
ReturnHeader/ReturnTs02017-03-31T13:12:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$757,674
Liabilities
$0
Net assets
$757,674
Revenue
$37,768
Expenses
$33,654
Net income
$4,114
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.06$0.05$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.04$0.01$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.02$0.01$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.40$0.12$0.28
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.04$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.05$0.00$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.05$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.06$0.03$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.04$0.03$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.04$0.03$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.08$0.03$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.03$0.03$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.00$0.57$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.00$0.59$0.02