Civic Intelligence

Chippewa Valley Family YMCA Inc. Endowment Trust

990 • Fiscal year 2017 • EIN 39-1470061

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 27, 2018

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

89th percentile

70%

Faster revenue growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$842,860

Up $85,186 (+11%) from 2016

Net Assets

Up

$842,860

Up $85,186 (+11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin90th percentile

Revenue

Up

$64,215

Up $26,447 (+70%) from 2016

Expenses

Up

$34,568

Up $914 (+2.7%) from 2016

Net Income

Up

$29,647

Up $25,533 (+621%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2017

Assets$842,860
Liabilities$0
Net Assets$842,860
Open 2017 Filing

Operations Trend

Revenue Growth89th 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

2017

Revenue$64,215
Expenses$34,568
Net Income$29,647
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 27, 2018
Return Version
2017v2.2
Gross Receipts
$216,170
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$433,995$640,017▲ $206,022
Investments in Publicly Traded Securities$300,820$186,068▼ $114,752
Savings and Temporary Cash Investments$22,859$16,775▼ $6,084
Total Assets$757,674$842,860▲ $85,186
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$726,227$754,025▲ $27,798
Temporarily Rstr Net Assets$31,447$88,835▲ $57,388
Total Net Assets Fund Balance$757,674$842,860▲ $85,186
Total Liabilities and Net Assets / Fund Balance$757,674$842,860▲ $85,186

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$43,551--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$757,674$12,646▲ $107,107$4,311$842,860
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
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
$12,646
Program Service Revenue
$0
Investment Income
$51,569
Other Revenue
$0
All Other Contributions
$12,646
Change in Net Assets
$29,647
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,256
Other Expenses$4,312
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,256--$30,256
Fees for Service Investment Mgmnt Fees-$3,312-$3,312
Fees for Services Accounting-$1,000-$1,000
Total Functional Expenses$30,256$4,312$0$34,568
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.$30,256
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
2018-02-27
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 AppendixShowing 400 of 408 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/OtherSecuritiesGrp/MethodValuationCd9F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd10F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.89460
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO IMPROVE AND PERPETUATE THE CHIPPEWA VALLEY FAMILY YMCA INC.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.10540
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0640017
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt030256
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
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/BOYAmt031447
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt088835
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0757674
IRS990/TotalAssetsEOYAmt0842860
IRS990/TotalAssetsGrp/BOYAmt0757674
IRS990/TotalAssetsGrp/EOYAmt0842860
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt012646
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04312
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030256
IRS990/TotalFunctionalExpensesGrp/TotalAmt034568
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0757674
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0842860
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt030256
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt051569
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt064215
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0757674
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0842860
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE MITCHELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07157232201
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-27
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/AtSubmissionFilingDeviceId0BD8DC8D86EAE9BB1847AD364C2556B85C2C412C9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.65.59.162
ReturnHeader/FilingSecurityInformation/IPDt02018-02-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:42:13
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

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$842,860
Liabilities
$0
Net assets
$842,860
Revenue
$64,215
Expenses
$34,568
Net income
$29,647
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