FAMILY YMCA OF CHARLES CITY

EIN: 420680309 501(c)(3)

CHARLES CITY, IA

Total Revenue
$1,159,485
Total Expenses
$772,951
Total Assets
$1,491,777
Net Assets
$1,367,693
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1909
Legal Domicile
IA
Phone
6412282254
Tax Period
2025-01-01 to 2025-12-31

FAMILY YMCA OF CHARLES CITY, founded in 1909, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2025. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $387K, a strong 33% operating margin.

Mission

The mission of the Charles City Family YMCA is to put Christian principles into practice through programs that build healthy spirit, mind, and body for all. We accomplish our mission through programs that develop character. We develop character by teaching and demonstrating positive values such as caring, honesty, respect, and responsibility. YMCA programs build strong kids, strong families, and strong communities. All YMCA programs fall under one of these three focus areas: 1) Youth Development; 2) Healthy Living; or 3) Social Responsibility.

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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 $755,435
Program Service Revenue $397,008
Investment Income $7,042
Other Revenue $0
TOTAL REVENUE $1,159,485

Expense Breakdown

Grants Paid $200
Salaries & Benefits $443,981
Fundraising Expenses $0
Program Expenses $0
Other Expenses $328,770
TOTAL EXPENSES $772,951

Year-over-Year Comparison

2025 2024 Change
Revenue $1,159,485 $876,549 +0.3%
Expenses $772,951 $853,507 -0.1%
Net Income $386,534 $23,042 +15.8%
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
12
Independent Members
12
Employees
62
Volunteers
171

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
5
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Angie Reams Treasurer 1.0
Officer Director
$0 $0 $0
Dan Rimrod Chief Volunteer Officer / President 1.0
Officer Director
$0 $0 $0
Jason Korbel 2nd Vice President 1.0
Officer Director
$0 $0 $0
Jessie Schultz Secretary 1.0
Officer Director
$0 $0 $0
Steve Diers 1st Vice President 1.0
Officer Director
$0 $0 $0
Erik Hoefer N/A 1.0
Director
$0 $0 $0
Jeremy Rogstad N/A 1.0
Director
$0 $0 $0
Kimberly Birch N/A 1.0
Director
$0 $0 $0
Lynx Gregoire N/A 1.0
Director
$0 $0 $0
Mike McCarty N/A 1.0
Director
$0 $0 $0
Nancy Western N/A 1.0
Director
$0 $0 $0
Val Biwer N/A 1.0
Director
$0 $0 $0
Lance L Lasher CEO / Executive Director 45.0
Highest
$89,750 $0 $89,750
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 $1,159,485 $772,951 $1,491,777 $386,534
2024 No data No data No data No data
2023 $694,547 $789,547 $1,006,932 $-95,000
2022 $848,951 $725,710 $1,116,900 $123,241
2021 $829,114 $666,093 $999,655 $163,021
2020 $616,182 $625,608 $831,870 $-9,426
2019 $758,204 $728,007 $739,675 $30,197
2018 $704,727 $764,838 $769,322 $-60,111
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