Civic Intelligence

Appleton YMCA Endowment Trust

990 • Fiscal year 2022 • EIN 39-6048905

Jul 01, 2021 to Jun 30, 2022 • Filed on Dec 18, 2022

Organization ProfileN/A
218 East Lawrence StreetAppleton, WI 54911

(920) 739-6135

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

16th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

96th percentile

77%

Higher net margin than 96% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

92nd percentile

120%

Faster revenue growth than 92% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$4,479,480

Up $735,983 (+20%) from 2021

Net Assets

Up

$4,479,480

Up $735,983 (+20%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin96th percentile

Revenue

Up

$951,752

Up $518,711 (+120%) from 2021

Expenses

Down

$215,769

Down $176,980 (-45%) from 2021

Net Income

Up

$735,983

Up $695,691 (+1727%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

2022

Assets$4,479,480
Liabilities$0
Net Assets$4,479,480
Open 2022 Filing

Operations Trend

Revenue Growth92nd percentile

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

2022

Revenue$951,752
Expenses$215,769
Net Income$735,983
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 18, 2022
Return Version
2021v4.2
Gross Receipts
$1,205,727
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,743,497$4,479,480▲ $735,983
Investments in Publicly Traded Securities$3,700,289$4,386,930▲ $686,641
Savings and Temporary Cash Investments$43,208$92,550▲ $49,342
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$3,743,497$4,479,480▲ $735,983
Other Assets Total$0$0→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions-$0-
Net Assets Without Donor Restrictions-$0-
Total Net Assets Fund Balance$3,743,497$4,479,480▲ $735,983
Total Liabilities and Net Assets / Fund Balance$3,743,497$4,479,480▲ $735,983

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$3,743,497$728,333▲ $223,419$200,032$4,479,480
2021$3,703,205$16,150▲ $416,891$374,745$3,743,497
2020$3,592,048$20,409▲ $249,876$141,420$3,703,205
2019$3,606,009$70,250▲ $168,838$231,252$3,592,048
2018$3,587,442$8,464▲ $204,696$180,407$3,606,009
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
-Chair
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$728,333
Program Service Revenue
$0
Investment Income
$223,419
Other Revenue
$0
All Other Contributions
$728,333
Change in Net Assets
$735,983
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$200,032
Other Expenses$15,737
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$200,032--$200,032
Fees for Services Management-$15,737-$15,737
Total Functional Expenses$200,032$15,737$0$215,769
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
YMCA of the Fox CitiesAppleton, WI501(c)(3)Support for program funds, capital fund, and camp fund.$200,032
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

“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, Line 11B Review of form 990 by governing body

“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, Line 19 Required documents available to the public

“The documents are available upon request.”

Form 990, Part VIII, Line 2F Other Program Service Revenue

“- Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;”

Filing and Contact Details

Filer

Filer Name
Appleton YMCA Endowment Trust
EIN
39-6048905
Phone
9207396135
Address
218 East Lawrence Street, Appleton, WI 54911

Signing Officer

Name
Sharon Pickering-Polzin
Title
CFO
Phone
9209547606
Signed
2022-12-18
Discuss with paid preparer
Yes

Organization Details

Formed
1958
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
CliftonLarsonAllen LLP
Address
1660 Oshkosh Ave Suite 200, Oshkosh, WI 54902
Preparer
Courtney Ader CPA
Phone
9202315890
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4 Intended uses of endowment funds

“Provide support for the YMCA of the Fox Cities.”

Raw XML AppendixShowing 400 of 458 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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0200032
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0YMCA of the Fox Cities
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04479480
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0223419
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt017708
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03592048
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0168838
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0231252
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt014186
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03606009
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0204696
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0180407
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.0
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Provide support for the YMCA of the Fox Cities.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part V, Line 4 Intended uses of endowment funds
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.0
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0200032
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support for program funds, capital fund, and camp fund.
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/FormAndLineReferenceDesc0Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/ExplanationTxt3- Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 7a Members or stockholders electing members of governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19 Required documents available to the public
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VIII, Line 2f Other Program Service Revenue
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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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/PublicCharityStatusTxt09
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0218 E Lawrence St
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Appleton
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd054911
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt03743497
IRS990/TotalAssetsGrp/EOYAmt04479480
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0728333
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015737
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0200032
IRS990/TotalFunctionalExpensesGrp/TotalAmt0215769
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03743497
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04479480
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,479,480
Liabilities
$0
Net assets
$4,479,480
Revenue
$951,752
Expenses
$215,769
Net income
$735,983
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