Civic Intelligence

Appleton YMCA Endowment Trust

990 • Fiscal year 2015 • EIN 39-6048905

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 13, 2015

218 E Lawrence StAppleton, WI 54911

(920) 739-6135

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

6th percentile

0.00x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

77th percentile

18%

Higher net margin than 77% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

51st percentile

0.9%

Faster asset growth than 51% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

2nd percentile

-72%

Faster revenue growth than 2% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Up

$5,629,302

Up $50,287 (+0.9%) from 2014

Net Assets

Up

$5,629,302

Up $50,287 (+0.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$285,605

Down $748,604 (-72%) from 2014

Expenses

Up

$235,318

Up $2,817 (+1.2%) from 2014

Net Income

Down

$50,287

Down $751,421 (-94%) from 2014

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,025,626Liabilities 2011: $0Net Assets 2011: $3,025,6262011Assets 2012: $4,727,602Liabilities 2012: $0Net Assets 2012: $4,727,6022012Assets 2013: $4,777,307Liabilities 2013: $0Net Assets 2013: $4,777,3072013Assets 2014: $5,579,015Liabilities 2014: $0Net Assets 2014: $5,579,0152014Assets 2015: $5,629,302Liabilities 2015: $0Net Assets 2015: $5,629,3022015Assets 2016: $3,704,889Liabilities 2016: $0Net Assets 2016: $3,704,8892016Assets 2017: $3,587,442Liabilities 2017: $0Net Assets 2017: $3,587,4422017Assets 2018: $3,606,009Liabilities 2018: $0Net Assets 2018: $3,606,0092018Assets 2019: $3,592,048Liabilities 2019: $0Net Assets 2019: $3,592,0482019Assets 2020: $3,703,205Liabilities 2020: $0Net Assets 2020: $3,703,2052020Assets 2021: $3,743,497Liabilities 2021: $0Net Assets 2021: $3,743,4972021Assets 2022: $4,479,480Liabilities 2022: $0Net Assets 2022: $4,479,4802022Assets 2023: $4,819,654Liabilities 2023: $0Net Assets 2023: $4,819,6542023Assets 2024: $5,046,273Liabilities 2024: $0Net Assets 2024: $5,046,2732024Assets 2025: $5,477,503Liabilities 2025: $0Net Assets 2025: $5,477,5032025

Highlighted filing

2015

Assets$5,629,302
Liabilities$0
Net Assets$5,629,302

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $120,634Expenses 2011: $189,498Net Income 2011: -$68,8642011Revenue 2012: $1,915,706Expenses 2012: $201,549Net Income 2012: $1,714,1572012Revenue 2013: $251,598Expenses 2013: $203,503Net Income 2013: $48,0952013Revenue 2014: $1,034,209Expenses 2014: $232,501Net Income 2014: $801,7082014Revenue 2015: $285,605Expenses 2015: $235,318Net Income 2015: $50,2872015Revenue 2016: -$268,881Expenses 2016: $212,706Net Income 2016: -$481,5872016Revenue 2017: $86,266Expenses 2017: $203,713Net Income 2017: -$117,4472017Revenue 2018: $213,160Expenses 2018: $194,593Net Income 2018: $18,5672018Revenue 2019: $239,089Expenses 2019: $253,050Net Income 2019: -$13,9612019Revenue 2020: $270,285Expenses 2020: $159,128Net Income 2020: $111,1572020Revenue 2021: $433,041Expenses 2021: $392,749Net Income 2021: $40,2922021Revenue 2022: $951,752Expenses 2022: $215,769Net Income 2022: $735,9832022Revenue 2023: $606,428Expenses 2023: $266,254Net Income 2023: $340,1742023Revenue 2024: $490,996Expenses 2024: $264,377Net Income 2024: $226,6192024Revenue 2025: $713,126Expenses 2025: $281,896Net Income 2025: $431,2302025

Highlighted filing

2015

Revenue$285,605
Expenses$235,318
Net Income$50,287
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 13, 2015
Return Version
2014v5.0
Gross Receipts
$4,698,252
Mission and Program Overview

Mission

Endowment support for the Appleton YMCA Branch of the YMCA of the Fox Cities.

Endowment support for the appleton ymca and apple valley branches of the ymca of the fox cities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$5,579,015$5,629,302▲ $50,287
Investments in Publicly Traded Securities$5,526,691$5,570,400▲ $43,709
Savings and Temporary Cash Investments$52,324$58,902▲ $6,578
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$5,579,015$5,629,302▲ $50,287
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,579,015$5,629,302▲ $50,287
Total Liabilities and Net Assets / Fund Balance$5,579,015$5,629,302▲ $50,287

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$5,579,015$134,841▲ $150,764$204,974$5,629,302
2014$4,777,307$9,695▲ $1,024,514$206,024$5,579,015
2013$4,727,602$7,721▲ $243,877$176,166$4,777,307
2012$3,024,023$1,523,031▲ $392,675$178,392$4,727,602
2011$3,093,287$25,442▲ $95,192$168,875$3,024,423
Compensation and Service Providers

Board Members and Trustees

NameTitle
Paul TriggChair
Dan BeganBoard Member
Jay WaltersBoard Member
Joe McgraneBoard Member
Jon StellmacherBoard Member
Steve MortonBoard Member
Thomas JeskeBoard Member
Tom BoldtBoard Member
Tom PurdyBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$134,841
Program Service Revenue
$0
Investment Income
$150,764
Other Revenue
$0
All Other Contributions
$120,721
Change in Net Assets
$50,287
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$204,974
Other Expenses$30,344
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$204,974--$204,974
Fees for Services Management-$30,344-$30,344
Total Functional Expenses$204,974$30,344$0$235,318
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ymca of the Fox CitiesAppleton, WI501(c)(3)Support for Program Funds, Capital Fund, Camp Fund, and Environmental Funds.$204,974
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
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 A, Line 7A

The appleton ymca endowment trust board is elected and appointed by the board of directors of ymca of the fox cities.

Form 990, Part VI, Section B, Line 11

The form 990 is reviewed by the endowment committee and board of directors of ymca of the fox cities before filing with the irs.

Form 990, Part VI, Section C, Line 19

The documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Appleton Ymca Endowment Trust
EIN
39-6048905
Phone
9207396135
Address
218 E LAWRENCE ST, APPLETON, WI 54911

Signing Officer

Name
William Breider
Title
President
Phone
9207396135
Signed
2015-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ymca of the Fox Cities in
Formed
1958
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Cliftonlarsonallen Llp
Address
PO BOX 2886, OSHKOSH, WI 54903-2886
Preparer
Kimberly Anderson CPA
Phone
9202315890
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

Provide support for the ymca of the fox cities.

Raw XML AppendixShowing 400 of 440 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/ActivityOrMissionDesc0ENDOWMENT SUPPORT FOR THE APPLETON YMCA AND APPLE VALLEY BRANCHES OF THE YMCA OF THE FOX CITIES.
IRS990/AllOtherContributionsAmt0120721
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0APPLETON YMCA
IRS990/BooksInCareOfDetail/PhoneNum09207396135
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0218 E LAWRENCE ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0APPLETON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054911
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt05579015
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt05629302
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0134841
IRS990/CYGrantsAndSimilarPaidAmt0204974
IRS990/CYInvestmentIncomeAmt0150764
IRS990/CYOtherExpensesAmt030344
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt050287
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0235318
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0285605
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0YMCA OF THE FOX CITIES SUPPORT
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0204974
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt030344
IRS990/FeesForServicesManagementGrp/TotalAmt030344
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
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/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/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/PersonNm0PAUL TRIGG
IRS990/Form990PartVIISectionAGrp/PersonNm1JOE MCGRANE
IRS990/Form990PartVIISectionAGrp/PersonNm2DAN BEGAN
IRS990/Form990PartVIISectionAGrp/PersonNm3THOMAS JESKE
IRS990/Form990PartVIISectionAGrp/PersonNm4TOM BOLDT
IRS990/Form990PartVIISectionAGrp/PersonNm5JAY WALTERS
IRS990/Form990PartVIISectionAGrp/PersonNm6STEVE MORTON
IRS990/Form990PartVIISectionAGrp/PersonNm7JON STELLMACHER
IRS990/Form990PartVIISectionAGrp/PersonNm8TOM PURDY
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/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/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01958
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt058814
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0204974
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0204974
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0204974
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04471461
IRS990/GrossReceiptsAmt04698252
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt091950
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt091950
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05526691
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05570400
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04412647
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ENDOWMENT SUPPORT FOR THE APPLETON YMCA AND APPLE VALLEY BRANCHES OF THE YMCA OF THE FOX CITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05579015
IRS990/NetAssetsOrFundBalancesEOYAmt05629302
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt058814
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt058814
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0YMCA OF THE FOX CITIES IN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt09695
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0206011
IRS990/PYInvestmentIncomeAmt01024514
IRS990/PYOtherExpensesAmt026490
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0801708
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0232501
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01034209
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt050287
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt014120
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt052324
IRS990/SavingsAndTempCashInvstGrp/EOYAmt058902
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/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0390806191
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0204974
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0YMCA OF THE FOX CITIES
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0204974
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/CYEndwmtFundGrp/AdministrativeExpensesAmt030344
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05579015
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0134841
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05629302
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0150764
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0204974
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt026477
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04777307
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt09695
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05579015
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01024514
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0206024
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt025727
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04727602
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt07721
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04777307
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0243877
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0176166
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt033735
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03024023
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01523031
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04727602
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0392675
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0178392
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt020623
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03093287
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt025442
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03024423
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt095192
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0168875
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.26000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PROVIDE SUPPORT FOR THE YMCA OF THE FOX CITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.74000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0204974
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT FOR PROGRAM FUNDS, CAPITAL FUND, CAMP FUND, AND ENVIRONMENTAL FUNDS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0YMCA OF THE FOX CITIES
IRS990ScheduleI/RecipientTable/RecipientEIN0390806191
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0218 E LAWRENCE ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0APPLETON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd054911
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND BOARD ALLOCATES THE DISTRIBUTION OF THE ENDOWMENT FUNDS TO THE NAMED LOCATIONS, ACTIVITIES, AND FUNDS OF THE YMCA OF THE FOX CITIES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE YMCA OF THE FOX CITIES, A RELATED ORGANIZATION, USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR: COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1PAID BY RELATED ORGANIZATION: WILLIAM BREIDER - $15,000 DEFERRED COMPENSATION. THE YMCA OF THE FOX CITIES HAS AGREED TO DEFER COMPENSATION OF $15,000 PER YEAR FOR FIVE YEARS (2012-2016).
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 4B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE APPLETON YMCA ENDOWMENT TRUST BOARD IS ELECTED AND APPOINTED BY THE BOARD OF DIRECTORS OF YMCA OF THE FOX CITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE ENDOWMENT COMMITTEE AND BOARD OF DIRECTORS OF YMCA OF THE FOX CITIES BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0YMCA OF THE FOX CITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0390806191
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROMOTE BUILDING A HEALTHY SPIRIT, MIND AND BODY FOR ALL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0218 E LAWRENCE ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0APPLETON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd054911
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0204974
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt114120
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH GRANT
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH CONTRIBUTION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0YMCA OF THE FOX CITIES
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1YMCA OF THE FOX CITIES
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05579015
IRS990/TotalAssetsEOYAmt05629302
IRS990/TotalAssetsGrp/BOYAmt05579015
IRS990/TotalAssetsGrp/EOYAmt05629302
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0134841
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030344
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0204974
IRS990/TotalFunctionalExpensesGrp/TotalAmt0235318
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05579015
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05629302
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0204974
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0150764
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0285605
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05579015
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05629302
IRS990/TotReportableCompRltdOrgAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.71$0.28$0.43
2024Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.49$0.26$0.23
2023Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.61$0.27$0.34
2022Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.95$0.22$0.74
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.74$0.00$3.74$0.43$0.39$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.27$0.16$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.24$0.25$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.21$0.19$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.09$0.20$0.12
2016Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.27$0.21$0.48
2015Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.29$0.24$0.05
2014Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$1.03$0.23$0.80
2013Summary only. Only limited summary data is available for this year.$4.78$0.00$4.78$0.25$0.20$0.05
2012Summary only. Only limited summary data is available for this year.$4.73$0.00$4.73$1.92$0.20$1.71
2011Summary only. Only limited summary data is available for this year.$3.03$0.00$3.03$0.12$0.19$0.07