Young Mens Christian Association Foundation of Waukesha Wi Inc (EIN 391907417) - 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

1997

Legal Domicile

Principal Officer

Richard Frowein

Phone

2623305203

Tax Period

2025-01-01 to 2025-12-31

Young Mens Christian Association Foundation of Waukesha Wi Inc, founded in 1997, is a small nonprofit in the Human Services sector that reported $769K in total revenue in fiscal year 2025. Revenue fell 46% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $738K, a strong 96% operating margin.

Mission

To provide support to the YMCA of Greater Waukesha County Inc.

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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 (2025)

Revenue Breakdown

Contributions & Grants $367,000

Program Service Revenue $0

Investment Income $402,087

Other Revenue $0

TOTAL REVENUE $769,087

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $31,018

TOTAL EXPENSES $31,018

Year-over-Year Comparison

	2025	2024	Change
Revenue	$769,087	$1,423,719	-0.5%
Expenses	$31,018	$28,307	+0.1%
Net Income	$738,069	$1,395,412	-0.5%

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

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tom Czarnecki	Member	1.00	Director	$0	$0	$0
Craig Jorgensen	Member	1.00	Director	$0	$0	$0
Scott Naze	Member	1.00	Director	$0	$0	$0
H Stanley Riffle	Member	1.00	Director	$0	$0	$0
Chris Becker	Ex-Officio Member	1.00	Director	$0	$0	$0
Rick Frowein	President	1.00	Director	$0	$0	$0
Rick Kalscheuer	Treasurer	1.00	Director	$0	$0	$0
Tim Colombe	Secretary	1.00	Director	$0	$0	$0
John Petrie	Member	1.00	Director	$0	$0	$0
Jack Riesch	Member	1.00	Director	$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	$769,087	$31,018	$7,061,398	$738,069
2024	$1,423,719	$28,307	$6,192,625	$1,395,412
2023	$1,148,360	$19,833	$4,528,889	$1,128,527
2022	$1,801,373	$10,089	$3,188,172	$1,791,284
2021	$901,628	$3,561	$1,670,674	$898,067
2020	$119,627	$3,349	$723,007	$116,278
2019	$29,295	$2,645	$563,858	$26,650

Young Mens Christian Association Foundation of Waukesha Wi Inc