KETTLE MORAINE YMCA INC (EIN 391175559) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Principal Officer

ROB JOHNSON

Phone

2623343405

Tax Period

2024-09-01 to 2025-08-31

KETTLE MORAINE YMCA INC, founded in 1973, is a mid-sized nonprofit in the Human Services sector that reported $15.1M in total revenue in fiscal year 2024.

Mission

KETTLE MORAINE YMCA IS A CHARITABLE ASSOCIATION OPEN TO ALL, DEDICATED TO PUTTING CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD A HEALTHY SPIRIT, MIND, AND BODY.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,737,106

Program Service Revenue $12,896,543

Investment Income $86,250

Other Revenue $358,089

TOTAL REVENUE $15,077,988

Expense Breakdown

Grants Paid $555,198

Salaries & Benefits $9,620,998

Fundraising Expenses $181,909

Program Expenses $11,885,512

Other Expenses $4,805,644

TOTAL EXPENSES $14,981,840

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,077,988	$15,364,252	0.0%
Expenses	$14,981,840	$14,591,117	+0.0%
Net Income	$96,148	$773,135	-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

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

782

Volunteers

110

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

$417,509

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM CURLER	PRESIDENT	1.00	Officer Director	$0	$0	$0
TIM LORGE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BOYD JANTO	TREASURER	1.00	Officer Director	$0	$0	$0
ALLEN ERICSON	SECRETARY	1.00	Officer Director	$0	$0	$0
MIKE STERR	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK BRUGGEMANN	DIRECTOR	1.00	Director	$0	$0	$0
DOUG FITZGERALD	DIRECTOR	1.00	Director	$0	$0	$0
RIC LEITHEISER	DIRECTOR	1.00	Director	$0	$0	$0
JILL PUNZENBERGER	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN STEINER	DIRECTOR	1.00	Director	$0	$0	$0
KIRK EMERICH	DIRECTOR	1.00	Director	$0	$0	$0
SANDY GIERNOTH	DIRECTOR	1.00	Director	$0	$0	$0
DAN JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
CARLA LAFEVER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MCMAHON	DIRECTOR	1.00	Director	$0	$0	$0
BROOKE NOVACZYK	DIRECTOR	1.00	Director	$0	$0	$0
KERRIJO PATTEN	DIRECTOR	1.00	Director	$0	$0	$0
RAMIRO PAZ	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN PEACOCK	DIRECTOR	1.00	Director	$0	$0	$0
CINDY SCHNACHT	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH SWANSON	DIRECTOR	1.00	Director	$0	$0	$0
DR CAREY CAMERON	DIRECTOR	1.00	Director	$0	$0	$0
DOLF DE CEUSTER	DIRECTOR	1.00	Director	$0	$0	$0
DARYL COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
CHAD HENDRICKSON	DIRECTOR	1.00	Director	$0	$0	$0
ROB JACQUES	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MCDONALD	DIRECTOR	1.00	Director	$0	$0	$0
STELLA PEDUZZI	DIRECTOR	1.00	Director	$0	$0	$0
PAUL RICE	DIRECTOR	1.00	Director	$0	$0	$0
KATIE RAMOS	DIRECTOR	1.00	Director	$0	$0	$0
ROBB STEINER	DIRECTOR	1.00	Director	$0	$0	$0
ROB JOHNSON	CEO	46.00	Officer	$233,415	$28,946	$262,361
AARON SCHMIDT	EXECUTIVE DIRECTOR	40.00	Officer	$134,335	$20,813	$155,148
JIM JAHNKE	FINANCE DIRECTOR	40.00	Highest	$110,774	$20,367	$131,141
JENNIFER KELLY	HR DIRECTOR	1.00	Highest	$108,286	$6,655	$114,941

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	$15,077,988	$14,981,840	$17,742,654	$96,148
2024	$15,364,252	$14,591,117	$17,785,179	$773,135
2023	$13,314,432	$13,899,016	$16,556,079	$-584,584
2022	$13,348,572	$13,459,975	$15,949,032	$-111,403
2021	$12,846,603	$10,743,585	$16,462,834	$2,103,018
2020	$11,130,268	$10,929,859	$13,978,040	$200,409
2019	$12,276,041	$12,264,156	$13,472,342	$11,885
2018	$10,917,325	$10,593,995	$13,522,192	$323,330

KETTLE MORAINE YMCA INC