Sheboygan County Ymca Endowment Tr
- Assets
- $5.9m
- Revenue
- $538.2k
- Investments
- $51.6k
- Employees
- 0
- Location
- Sheboygan, WI
- Founding
- 11/1978
- Data as of
- 12/2021
- EIN
- 39-6045566
Organization Overview
Sheboygan County Ymca Endowment Tr is located in Sheboygan, WI. The organization was established in 1978. According to its NTEE Classification (P27) the organization is classified as: Young Mens or Womens Associations, under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Sheboygan County YMCA Endowment Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Sheboygan County YMCA Endowment Tr generated $538.2k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 18.1% each year . All expenses for the organization totaled $241.7k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO SUPPORT THE SHEBOYGAN COUNTY YMCA.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE SHEBOYGAN COUNTY YMCA ENDOWMENT TRUST PROVIDED SIGNIFICANT FINANCIAL SUPPORT FOR THE PROGRAMS AND FACILITIES OF ALL THREE BRANCHES OF THE SHEBOYGAN COUNTY YMCA.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Atty Allan Voss Trustee/secretary | OfficerTrustee | 1 | $0 |
Mike Mrdjenovich Trustee/president | OfficerTrustee | 1 | $0 |
Annette Wickhorst Finance Director | Officer | 1 | $0 |
David Aldag Trustee | Trustee | 1 | $0 |
Frank Brotz Trustee | Trustee | 1 | $0 |
Steven Larson Trustee | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $64,637 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $64,637 |
| Total Program Service Revenue | $0 |
| Investment income | $173,069 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $300,511 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $538,217 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $171,237 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $20,095 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $10,047 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $37,185 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $3,163 |
| Total functional expenses | $241,727 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $4,157 |
| Savings and temporary cash investments | $327,448 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $5,507,873 |
| Investments—other securities | $51,587 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $34,186 |
| Total assets | $5,925,251 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $1,833,096 |
| Net assets with donor restrictions | $4,092,155 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $5,925,251 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Sheboygan County Ymca Endowment Tr has recieved totaling $12,600.
| Awarding Organization | Amount |
|---|---|
Fidelity Investments Charitable Gift Fund Boston, MA PURPOSE: For grant recipient's exempt purposes | $12,600 |
Endowment Analysis
| Beg. Balance | $5,552,272 |
| Earnings | $550,069 |
| Admin Expense | $70,490 |
| Net Contributions | $64,637 |
| Grants | $171,237 |
| Ending Balance | $5,925,251 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
National Council Of Young Mens Christian Assns Of The Usa Chicago, IL | $230,540,547 | $144,736,724 |
Ymca Of Metropolitan Chicago Chicago, IL | $252,930,809 | $58,192,043 |
Ywca Metropolitan Chicago Chicago, IL | $33,998,658 | $39,518,325 |
Young Mens Christian Association Of The Fox Cities Inc Appleton, WI | $66,166,192 | $35,777,368 |
Young Mens Christian Association Of Greater Grand Rapids Grand Rapids, MI | $89,631,065 | $30,613,144 |
Ymca Of Metropolitan Detroit Detroit, MI | $49,788,906 | $25,011,116 |
Ywca Of Minneapolis Minneapolis, MN | $51,048,789 | $16,474,298 |
Mcgaw Ymca Evanston, IL | $27,425,288 | $18,259,892 |
Young Mens Christian Association Of Greater Des Moines Des Moines, IA | $55,671,991 | $14,265,776 |
Young Mens Christian Association Of Metropolitan Milwaukee Milwaukee, WI | $20,955,998 | $11,459,686 |
Ymca Of Rock River Valley Rockford, IL | $30,918,564 | $13,262,814 |
Young Mens Christian Association Kettle Moraine West Bend, WI | $16,462,834 | $12,846,603 |