SIDNEY-SHELBY CTY YMCA FOUNDATION

EIN: 341631890 501(c)(3) Human Services

SIDNEY, OH

Total Revenue
$506,918
Total Expenses
$57,238
Total Assets
$4,520,603
Net Assets
$4,429,103
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1989
Legal Domicile
OH
Principal Officer
DEAN WEINERT
Phone
9374929134
Tax Period
2025-01-01 to 2025-12-31

SIDNEY-SHELBY CTY YMCA FOUNDATION, founded in 1989, is a small nonprofit in the Human Services sector that reported $507K in total revenue in fiscal year 2025. Revenue surged 69% from the prior year, signaling strong growth momentum. The organization ran a surplus of $450K, a strong 89% operating margin.

Mission

THE SIDNEY-SHELBY COUNTY YMCA FOUNDATION IS FORMED TO OPERATE EXCLUSIVELY FOR THE BENEFITS OF THE YOUNG MENS CHRISTIAN ASSOCIATION OF SIDNEY & SHELBY COUNTY, A TAX EXEMPT ORGANIZATION, WHOSE MISSION IS TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE TO BENEFIT ALL SHELBY COUNTY RESIDENTS THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. THE YMCA IS AN ALL INCLUSIVE ORGANIZATION. WE SERVE ALL INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY.

Program Service Accomplishments

Program 1
Expenses: $12,500

THE LEE E SCHAUER MEMORIAL SCHOLARSHIP WAS ESTABLISHED IN 1990 TO HONOR THE MEMORY OF LEE E SCHAUER, A STUDENT AT SIDNEY HIGH SCHOOL WHO SUFFERED AN ACCIDENTAL DEATH IN 1989, THE SUMMER BEFORE HIS...

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THE LEE E SCHAUER MEMORIAL SCHOLARSHIP WAS ESTABLISHED IN 1990 TO HONOR THE MEMORY OF LEE E SCHAUER, A STUDENT AT SIDNEY HIGH SCHOOL WHO SUFFERED AN ACCIDENTAL DEATH IN 1989, THE SUMMER BEFORE HIS SENIOR YEAR. THE YMCA ENCOURAGES PEOPLE TO ACCEPT AND DEMONSTRATE POSITIVE VALUES IN THEIR LIVES LIKE CARING, HONESTY, RESPECT AND RESPONSIBILITY. RECIPIENTS ARE ASKED TO ARTICULATE WHAT THESE VALUES MEAN TO THEM AND HOW THEY HAVE DEMONSTRATED THEM IN THEIR LIVES. THE SCHOLARSHIP HAS TWO IMPORTANT GOALS, TO LOVINGLY HONOR THE MEMORY OF LEE E SCHAUER, AND TO MAKE A SIGNIFICANT DIFFERENCE IN THE LIFE OF THE RECIPIENT(S). THE 2025 SCHOLARSHIPS AMOUNTED TO 11,500. IN ADDITION TO THE SCHAUER SCHOLARSHIP, THE YMCA ALSO OFFERS THE JAMES LANTZ MEMORIAL SCHOLARSHIP. JIM DIED IN 1986 AT THE AGE OF 15. HIS FAMILY CREATED THE SCHOLARSHIP TO HONOR JIM'S MEMORY AND TO MAKE A POSITIVE IMPACT IN THE LIFE OF THE RECIPIENT. THE 2025 SCHOLARSHIP AMOUNT WAS 1,000.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $17,390
Program Service Revenue $0
Investment Income $158,185
Other Revenue $331,343
TOTAL REVENUE $506,918

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $12,500
Other Expenses $57,238
TOTAL EXPENSES $57,238

Year-over-Year Comparison

2025 2024 Change
Revenue $506,918 $299,751 +0.7%
Expenses $57,238 $69,080 -0.2%
Net Income $449,680 $230,671 +0.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
6
Independent Members
6
Employees
N/A
Volunteers
7

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DEAN WEINERT PRESIDENT/CH 1.00
Officer Director
$0 $0 $0
BRUCE BOYD DIRECTOR N/A
Director
$0 $0 $0
MICK GIVEN DIRECTOR N/A
Director
$0 $0 $0
RUDY KEISTER DIRECTOR N/A
Director
$0 $0 $0
ADAM VANDERHORST DIRECTOR N/A
Director
$0 $0 $0
JERRY VANDERHORST DIRECTOR N/A
Director
$0 $0 $0
DAVID O'LEARY CEO 1.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $506,918 $57,238 $4,520,603 $449,680
2024 $299,751 $69,080 $4,019,923 $230,671
2023 $385,877 $51,721 $3,774,252 $334,156
2022 $-611,958 $46,804 $3,438,596 $-658,762
2021 $535,053 $52,100 $4,092,858 $482,953
2020 $325,920 $40,204 $3,608,405 $285,716
2019 $409,270 $43,667 $3,322,689 $365,603
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