Civic Intelligence

Sheboygan County YMCA Endowment Tr

990 • Fiscal year 2023 • EIN 39-6045566

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 19, 2024

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

8th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

8th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

1st percentile

-808%

Higher net margin than 1% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

34th percentile

$89,824

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 308.9% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-89%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$5,574,711

Up $578,476 (+12%) from 2022

Net Assets

Up

$5,574,711

Up $578,476 (+12%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin1st percentile

Revenue

Down

$29,080

Down $240,875 (-89%) from 2022

Expenses

Up

$264,073

Up $16,543 (+6.7%) from 2022

Net Income

Down

-$234,993

Down $257,418 (-1148%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2023

Assets$5,574,711
Liabilities$0
Net Assets$5,574,711
Open 2023 Filing

Operations Trend

Revenue Growth1st 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

2023

Revenue$29,080
Expenses$264,073
Net Income-$234,993
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 19, 2024
Return Version
2023v5.1
Gross Receipts
$822,960
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$4,798,317$5,353,643▲ $555,326
Cash and Non-Interest-Bearing Accounts$43,895$135,295▲ $91,400
Savings and Temporary Cash Investments$68,250--
Investments Other Securities$51,587$51,587→ $0
Total Assets$4,996,235$5,574,711▲ $578,476
Other Assets Total$34,186$34,186→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,428,838$3,790,349▲ $361,511
Net Assets Without Donor Restrictions$1,567,397$1,784,362▲ $216,965
Total Net Assets Fund Balance$4,996,235$5,574,711▲ $578,476
Total Liabilities and Net Assets / Fund Balance$4,996,235$5,574,711▲ $578,476

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$4,996,235$69,289▲ $735,744-$5,574,711
2022$5,925,251$120,160▼ $804,380-$4,996,235
2021$5,552,272$64,637▲ $550,069-$5,925,251
2020$5,149,195$37,549▲ $599,888-$5,552,272
2019$4,537,883$18,811▲ $768,018-$5,149,195
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleOtherTotal
Annette WickhorstFinance Director$89,824$89,824

Board Members and Trustees

NameTitle
Mike MrdjenovichTrustee/president
Aimee DettloffTrustee
Atty Anthony FesslerTrustee
Daniel PetersonTrustee
David AldagTrustee
Dr Warren BrauerTrustee
Frank BrotzTrustee
Janine ChesebroTrustee
Lisa RevelisTrustee
Scott ThrondsonTrustee
Steven LarsonTrustee
Tom BelotTrustee
Tom Testwuide JrTrustee
Wayne SatherTrustee
Zach MersbergerTrustee
Atty Allan VossTrustee/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$69,289
Program Service Revenue
$0
Investment Income
$-40,209
Other Revenue
$0
All Other Contributions
$69,289
Change in Net Assets
$-234,993
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$192,032
Other Expenses$41,899
Salaries, Compensation, and Employee Benefits$30,142
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$192,032--$192,032
Fees for Service Investment Mgmnt Fees-$37,516-$37,516
Current Officers, Directors, Trustees, and Key Employees$20,095--$20,095
Other Salaries and Wages$10,047--$10,047
Other Expenses$4,383--$4,383
Total Functional Expenses$226,557$37,516$0$264,073
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SHEBOYGAN COUNTY YOUNG MEN'S CHRISTIAN ASSOCIATION INCSheboygan, WI501(c)(3)Youth Development and Healthy Living Programs$192,032
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 B, Line 11B

“A draft form of the 990 was distributed to all trustees prior to filing.”

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. If any conflicts were identified the board would determine if a conflict existed and how to move forward with the conflict.”

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
K Allan Voss
Title
Secretary
Phone
9204518000
Signed
2024-11-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Mrdjenovich
Formed
1962
Legal Domicile
Wi
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
17

Preparer

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

Financial Statement Notes

PART V, LINE 4:

“The endowment fund's intended use is to support the sheboygan county young men's christian association and ensure longevity and prosperity.”

Raw XML AppendixShowing 400 of 501 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/ActivityOrMissionDesc0TO SUPPORT THE SHEBOYGAN COUNTY YMCA.
IRS990/AllOtherContributionsAmt069289
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0ANNETTE WICKHORST
IRS990/BooksInCareOfDetail/PhoneNum09204518000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0812 BROUGHTON DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SHEBOYGAN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053081
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt043895
IRS990/CashNonInterestBearingGrp/EOYAmt0135295
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt020095
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt020095
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt069289
IRS990/CYGrantsAndSimilarPaidAmt0192032
IRS990/CYInvestmentIncomeAmt0-40209
IRS990/CYOtherExpensesAmt041899
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-234993
IRS990/CYSalariesCompEmpBnftPaidAmt030142
IRS990/CYTotalExpensesAmt0264073
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt029080
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE SHEBOYGAN COUNTY YMCA ENDOWMENT TRUST PROVIDED SIGNIFICANT FINANCIAL SUPPORT FOR THE PROGRAMS AND FACILITIES OF ALL THREE BRANCHES OF THE SHEBOYGAN COUNTY YMCA.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt03428838
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt03790349
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0226557
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt037516
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt037516
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt165474
IRS990/Form990PartVIISectionAGrp/PersonNm0MIKE MRDJENOVICH
IRS990/Form990PartVIISectionAGrp/PersonNm1ATTY ALLAN VOSS
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID ALDAG
IRS990/Form990PartVIISectionAGrp/PersonNm3TOM BELOT
IRS990/Form990PartVIISectionAGrp/PersonNm4DR WARREN BRAUER
IRS990/Form990PartVIISectionAGrp/PersonNm5FRANK BROTZ
IRS990/Form990PartVIISectionAGrp/PersonNm6JANINE CHESEBRO
IRS990/Form990PartVIISectionAGrp/PersonNm7ATTY ANTHONY FESSLER
IRS990/Form990PartVIISectionAGrp/PersonNm8AIMEE DETTLOFF
IRS990/Form990PartVIISectionAGrp/PersonNm9ZACH MERSBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm10STEVEN LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm11DANIEL PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm12LISA REVELIS
IRS990/Form990PartVIISectionAGrp/PersonNm13WAYNE SATHER
IRS990/Form990PartVIISectionAGrp/PersonNm14TOM TESTWUIDE JR
IRS990/Form990PartVIISectionAGrp/PersonNm15SCOTT THRONDSON
IRS990/Form990PartVIISectionAGrp/PersonNm16ANNETTE WICKHORST
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1684350
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
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
IRS990/Form990PartVIISectionAGrp/TitleTxt16FINANCE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01962
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-207535
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt0192032
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0192032
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0192032
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0586345
IRS990/GrossReceiptsAmt0822960
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0167326
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0167326
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt051587
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt051587
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04798317
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05353643
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0793880
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/NetAssetsOrFundBalancesBOYAmt04996235
IRS990/NetAssetsOrFundBalancesEOYAmt05574711
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-207535
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-207535
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0813469
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01567397
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01784362
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt034186
IRS990/OtherAssetsTotalGrp/EOYAmt034186
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt04383
IRS990/OtherExpensesGrp/TotalAmt04383
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt010047
IRS990/OtherSalariesAndWagesGrp/TotalAmt010047
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MIKE MRDJENOVICH
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0121160
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0179502
IRS990/PYInvestmentIncomeAmt0148795
IRS990/PYOtherExpensesAmt037886
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt022425
IRS990/PYSalariesCompEmpBnftPaidAmt030142
IRS990/PYTotalExpensesAmt0247530
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0269955
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-234993
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt068250
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/OtherSupportSumAmt034525
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0390830271
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt034525
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0192032
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SHEBOYGAN COUNTY YOUNG MEN'S CHRISTIAN ASSOCIATION INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0192032
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/BoardDesignatedBalanceEOYPct00.32008
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt034525
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04996235
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt069289
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05574711
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0192032
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0735744
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt065294
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05925251
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0120160
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04996235
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0179502
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-804380
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt070490
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05552272
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt064637
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05925251
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0171237
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0550069
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt068588
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05149195
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt037549
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05552272
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0165772
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0599888
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0175517
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04537883
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt018811
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05149195
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0768018
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.54047
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND'S INTENDED USE IS TO SUPPORT THE SHEBOYGAN COUNTY YOUNG MEN'S CHRISTIAN ASSOCIATION AND ENSURE LONGEVITY AND PROSPERITY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.13945
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0192032
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
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/ExplanationTxt0A DRAFT FORM OF THE 990 WAS DISTRIBUTED TO ALL TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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. IF ANY CONFLICTS WERE IDENTIFIED THE BOARD WOULD DETERMINE IF A CONFLICT EXISTED AND HOW TO MOVE FORWARD WITH THE CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/BusinessNameLine1Txt0SHEBOYGAN COUNTY YOUNG MEN'S CHRISTIAN ASSOCIATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0390830271

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,574,711
Liabilities
$0
Net assets
$5,574,711
Revenue
$29,080
Expenses
$264,073
Net income
-$234,993
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