Civic Intelligence

Sheboygan County YMCA Endowment Tr

990 • Fiscal year 2020 • EIN 39-6045566

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 22, 2021

Organization ProfileN/A
812 Broughton DrSheboygan, WI 53081

(920) 451-8000

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

7th percentile

0.00x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

82nd percentile

29%

Higher net margin than 82% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

29th percentile

$69,365

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 17.4% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

53rd percentile

7.1%

Faster asset growth than 53% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-16%

Faster revenue growth than 22% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$5,516,804

Up $367,609 (+7.1%) from 2019

Net Assets

Up

$5,516,804

Up $367,609 (+7.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin82nd percentile

Revenue

Down

$399,471

Down $77,209 (-16%) from 2019

Expenses

Up

$284,204

Up $75,813 (+36%) from 2019

Net Income

Down

$115,267

Down $153,022 (-57%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,326,497Liabilities 2011: $0Net Assets 2011: $2,326,4972011Assets 2012: $2,380,769Liabilities 2012: $0Net Assets 2012: $2,380,7692012Assets 2013: $2,447,683Liabilities 2013: $0Net Assets 2013: $2,447,6832013Assets 2014: $2,416,826Liabilities 2014: $0Net Assets 2014: $2,416,8262014Assets 2015: $2,324,665Liabilities 2015: $0Net Assets 2015: $2,324,6652015Assets 2016: $4,468,574Liabilities 2016: $0Net Assets 2016: $4,468,5742016Assets 2017: $4,911,296Liabilities 2017: $0Net Assets 2017: $4,911,2962017Assets 2018: $4,537,883Liabilities 2018: $0Net Assets 2018: $4,537,8832018Assets 2019: $5,149,195Liabilities 2019: $0Net Assets 2019: $5,149,1952019Assets 2020: $5,516,804Liabilities 2020: $0Net Assets 2020: $5,516,8042020Assets 2021: $5,925,251Liabilities 2021: $0Net Assets 2021: $5,925,2512021Assets 2022: $4,996,235Liabilities 2022: $0Net Assets 2022: $4,996,2352022Assets 2023: $5,574,711Liabilities 2023: $0Net Assets 2023: $5,574,7112023Assets 2024: $6,206,693Liabilities 2024: $0Net Assets 2024: $6,206,6932024

Highlighted filing

2020

Assets$5,516,804
Liabilities$0
Net Assets$5,516,804
Open 2020 Filing

Operations Trend

Revenue Growth22nd percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $127,136Expenses 2011: $170,797Net Income 2011: -$43,6612011Revenue 2012: $234,683Expenses 2012: $174,042Net Income 2012: $60,6412012Revenue 2013: $237,864Expenses 2013: $177,452Net Income 2013: $60,4122013Revenue 2014: $163,999Expenses 2014: $191,657Net Income 2014: -$27,6582014Revenue 2015: $168,013Expenses 2015: $261,636Net Income 2015: -$93,6232015Revenue 2016: $1,624,095Expenses 2016: $85,913Net Income 2016: $1,538,1822016Revenue 2017: $197,170Expenses 2017: $155,998Net Income 2017: $41,1722017Revenue 2018: $268,025Expenses 2018: $179,983Net Income 2018: $88,0422018Revenue 2019: $476,680Expenses 2019: $208,391Net Income 2019: $268,2892019Revenue 2020: $399,471Expenses 2020: $284,204Net Income 2020: $115,2672020Revenue 2021: $538,217Expenses 2021: $241,727Net Income 2021: $296,4902021Revenue 2022: $269,955Expenses 2022: $247,530Net Income 2022: $22,4252022Revenue 2023: $29,080Expenses 2023: $264,073Net Income 2023: -$234,9932023Revenue 2024: $642,837Expenses 2024: $272,764Net Income 2024: $370,0732024

Highlighted filing

2020

Revenue$399,471
Expenses$284,204
Net Income$115,267
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 22, 2021
Return Version
2020v4.1
Gross Receipts
$1,297,759
Mission and Program Overview

Mission

To support the sheboygan ymca.

To support the sheboygan county ymca.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,822,211$5,264,488▲ $442,277
Savings and Temporary Cash Investments$173,241$153,875▼ $19,366
Investments Other Securities$51,587$51,587→ $0
Pledges and Grants Receivable$23,404--
Cash and Non-Interest-Bearing Accounts$5,860$12,668▲ $6,808
Total Assets$5,149,195$5,516,804▲ $367,609
Other Assets Total$72,892$34,186▼ $38,706
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,485,832$3,787,860▲ $302,028
Net Assets Without Donor Restrictions$1,663,363$1,728,944▲ $65,581
Total Net Assets Fund Balance$5,149,195$5,516,804▲ $367,609
Total Liabilities and Net Assets / Fund Balance$5,149,195$5,516,804▲ $367,609

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$5,149,195$37,549▲ $599,888-$5,552,272
2019$4,537,883$18,811▲ $768,018-$5,149,195
2018$4,911,296$71,347▼ $297,641-$4,537,883
2017$4,468,574$19,205▲ $549,171-$4,911,296
2016$2,773,326$1,551,627▲ $203,621-$4,468,574
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleOtherTotal
Annette WickhorstFinance Director$69,365$69,365

Board Members and Trustees

NameTitle
Mike MrdjenovichTrustee/president
Atty Anthony FesslerTrustee
Darlene NavisTrustee
Darrell HoflandTrustee
David AldagTrustee
Dr Warren BrauerTrustee
Frank BrotzTrustee
Gary MaplesTrustee
Janine ChesebroTrustee
Mary Jo McbreartyTrustee
Michael LarsonTrustee
Rick LeonhardTrustee
Scott ThrondsonTrustee
Steven LarsonTrustee
Tom BelotTrustee
Tom Testwuide JrTrustee
Wayne SatherTrustee
Atty Allan VossTrustee/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$34,311
Program Service Revenue
$0
Investment Income
$368,398
Other Revenue
$-3,238
All Other Contributions
$34,311
Change in Net Assets
$115,267
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$215,616
Other Expenses$38,446
Salaries, Compensation, and Employee Benefits$30,142
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$215,616--$215,616
Fees for Service Investment Mgmnt Fees-$33,657-$33,657
Current Officers, Directors, Trustees, and Key Employees$20,095--$20,095
Other Salaries and Wages$10,047--$10,047
Other Expenses$3,732--$3,732
Fees for Services Accounting$1,057--$1,057
Total Functional Expenses$250,547$33,657$0$284,204
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SHEBOYGAN COUNTY YOUNG MEN'S CHRISTIAN ASSOCIATION INCSheboygan, WI501(c)(3)Youth Development and Healthy Living Programs$165,772
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, Part VI, Section A, Line 2

“Michael larson and steve larson are cousins.”

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

“The accounting firm will email a copy of the form 990 to the finance director. The finance director, president, and ceo of the sheboygan county ymca will review the organization's financial statements with the 990 prior to the return being filed.”

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

“The trustees are asked to sign a new conflict of interest each year after the ymca endowment's annual meeting. At each board meeting the question is put to the board if any members know of any action, association, or contract that may be construed as a conflict of interest.”

Form 990, Part VI, Section C, Line 19

“The administrative offices of the sheboygan county ymca where the documents are kept are open 5 days per week from 8am - 5pm and can be accessed by any trustee or public person during that time period.”

Filing and Contact Details

Filer

Filer Name
Sheboygan County Ymca Endowment Trust
EIN
39-6045566
Phone
9204518000
Address
812 BROUGHTON DR, SHEBOYGAN, WI 53081

Signing Officer

Name
Mike Mrdjenovich
Title
President
Phone
9204518000
Signed
2021-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Mrdjenovich
Formed
1962
Legal Domicile
Wi
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
18

Preparer

Firm
Cliftonlarsonallen Llp
Address
100 MARITIME DRIVE SUITE 2B, MANITOWOC, WI 54220
Preparer
Jon Swanson
Phone
9206845500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in life insurance 17,614.”

Raw XML AppendixShowing 400 of 533 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/BooksInCareOfDetail/PhoneNum09204518000
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IRS990/BooksInCareOfDetail/USAddress/CityNm0SHEBOYGAN
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IRS990/Form990PartVIISectionAGrp/PersonNm9DARRELL HOFLAND
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHAEL LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm11STEVEN LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm12RICK LEONHARD
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IRS990/Form990PartVIISectionAGrp/PersonNm15DARLENE NAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm16WAYNE SATHER
IRS990/Form990PartVIISectionAGrp/PersonNm17TOM TESTWUIDE JR
IRS990/Form990PartVIISectionAGrp/PersonNm18SCOTT THRONDSON
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IRS990/Form990PartVIISectionAGrp/TitleTxt0FINANCE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
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IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0101753
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0101753
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt051587
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt051587
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04822211
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05264488
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0898288
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT THE SHEBOYGAN COUNTY YMCA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05149195
IRS990/NetAssetsOrFundBalancesEOYAmt05516804
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0266645
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0266645
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0234728
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01663363
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01728944
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt072892
IRS990/OtherAssetsTotalGrp/EOYAmt034186
IRS990/OtherChangesInNetAssetsAmt017614
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt03732
IRS990/OtherExpensesGrp/TotalAmt03732
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REDUCTION IN VALUE OF CSV
IRS990/OtherRevenueMiscGrp/ExclusionAmt0-3238
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-3238
IRS990/OtherRevenueTotalAmt0-3238
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt010047
IRS990/OtherSalariesAndWagesGrp/TotalAmt010047
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt023404
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MIKE MRDJENOVICH
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt018811
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0175517
IRS990/PYInvestmentIncomeAmt0457869
IRS990/PYOtherExpensesAmt032874
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0268289
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0208391
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0476680
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0115267
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0173241
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0153875
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/EIN0390830271
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0165772
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SHEBOYGAN COUNTY YOUNG MEN'S CHRISTIAN ASSOCIATION INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0165772
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.31778
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt068588
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05149195
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt037549
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05552272
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0165772
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0599888
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0175517
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04537883
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt018811
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05149195
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0768018
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0147119
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04911296
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt071347
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04537883
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-297641
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0125655
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04468574
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt019205
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04911296
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0549171
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt060000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02773326
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01551627
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04468574
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0203621
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.49686
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.18536
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0165772
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0YOUTH DEVELOPMENT AND HEALTHY LIVING PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SHEBOYGAN COUNTY YOUNG MEN'S CHRISTIAN ASSOCIATION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0390830271
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0812 BROUGHTON DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SHEBOYGAN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053081
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SHEBOYGAN COUNTY YMCA ENDOWMENT TRUST AND THE SHEBOYGAN COUNTY YOUNG MEN'S CHRISTIAN ASSOCIATION, INC. ARE UNDER COMMON CONTROL. THERE ARE SEVERAL INDIVIDUALS WHO SERVE ON BOTH BOARDS AND MONITOR THE USE OF GRANT FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MICHAEL LARSON AND STEVE LARSON ARE COUSINS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ACCOUNTING FIRM WILL EMAIL A COPY OF THE FORM 990 TO THE FINANCE DIRECTOR. THE FINANCE DIRECTOR, PRESIDENT, AND CEO OF THE SHEBOYGAN COUNTY YMCA WILL REVIEW THE ORGANIZATION'S FINANCIAL STATEMENTS WITH THE 990 PRIOR TO THE RETURN BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES ARE ASKED TO SIGN A NEW CONFLICT OF INTEREST EACH YEAR AFTER THE YMCA ENDOWMENT'S ANNUAL MEETING. AT EACH BOARD MEETING THE QUESTION IS PUT TO THE BOARD IF ANY MEMBERS KNOW OF ANY ACTION, ASSOCIATION, OR CONTRACT THAT MAY BE CONSTRUED AS A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ADMINISTRATIVE OFFICES OF THE SHEBOYGAN COUNTY YMCA WHERE THE DOCUMENTS ARE KEPT ARE OPEN 5 DAYS PER WEEK FROM 8AM - 5PM AND CAN BE ACCESSED BY ANY TRUSTEE OR PUBLIC PERSON DURING THAT TIME PERIOD.

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,516,804
Liabilities
$0
Net assets
$5,516,804
Revenue
$399,471
Expenses
$284,204
Net income
$115,267
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.64$0.27$0.37
2023Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$0.03$0.26$0.23
2022Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.27$0.25$0.02
2021Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.54$0.24$0.30
2020Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.40$0.28$0.12
2019Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.48$0.21$0.27
2018Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.27$0.18$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.20$0.16$0.04
2016Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$1.62$0.09$1.54
2015Summary only. Only limited summary data is available for this year.$2.32$0.00$2.32$0.17$0.26$0.09
2014Summary only. Only limited summary data is available for this year.$2.42$0.00$2.42$0.16$0.19$0.03
2013Summary only. Only limited summary data is available for this year.$2.45$0.00$2.45$0.24$0.18$0.06
2012Summary only. Only limited summary data is available for this year.$2.38$0.00$2.38$0.23$0.17$0.06
2011Summary only. Only limited summary data is available for this year.$2.33$0.00$2.33$0.13$0.17$0.04