Young Mens Christian Association of Eau Claire Endowment Trust (7049-SO1)

EIN: 396063469 501(c)(3)

Eau Claire, WI

Total Revenue
N/A
Total Expenses
$59,494
Total Assets
$1,230,489
Net Assets
$1,230,489
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1964
Legal Domicile
WI
Phone
7158368460
Tax Period
2025-01-01 to 2025-12-31

Mission

To improve and perpetuate the Young Men's Christian Association of the Chippewa Valley, Inc. It shall include the distribution and application of its income for such purposes. The investment of principal is for the purposes of devoting income from and, if to the extent herein authorized, principal thereof to said purposes. The purpose of the trustor, the Young Men's Christian Association of the Chippewa Valley, Inc. is to build strong kids, strong families, and strong communities. The YMCA is dedicated to building a healthy spirit, mind, and body for all in an environment where Christian values are promoted to all people, while maintaining an emphasis on youth.

Program Service Accomplishments

Program 1
Expenses: $42,842

To support operating expenses of the YMCA of Chippewa Valley when needed.

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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 $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $42,842
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $42,842
Other Expenses $16,652
TOTAL EXPENSES $59,494

Year-over-Year Comparison

2025 2024 Change
Revenue N/A $3,620 -1.0%
Expenses $59,494 $56,004 +0.1%
Net Income N/A $-52,384 N/A
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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Governance

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

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
1
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Nathan Kuehl Treasurer 1.0
Officer Director
$0 $0 $0
Dave Richie Trustee 1.0
Director
$0 $0 $0
Janine Wildenberg Trustee 1.0
Director
$0 $0 $0
Jeff Bowe Trustee 1.0
Director
$0 $0 $0
Jenny Fesenmaier Trustee 1.0
Director
$0 $0 $0
Scott Lau Trustee 1.0
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 No data $59,494 $1,230,489 No data
2024 $3,620 $56,004 $1,137,377 $-52,384
2023 $9,860 $14,683 $1,077,614 $-4,823
2022 $50 $14,410 $942,062 $-14,360
2021 No data $142,740 $1,159,007 No data
2020 $1,385 $12,555 $1,188,185 $-11,170
2019 $155,798 $12,651 $1,091,572 $143,147
2018 $-49,798 $26,706 $948,425 $-76,504
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