UPPER MIDWEST ALLIANCE OF YMCAS INC (EIN 464627855) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

JONATHAN AGNEW

Phone

6103224913

Tax Period

2023-01-01 to 2023-12-31

UPPER MIDWEST ALLIANCE OF YMCAS INC, founded in 2015, is a small nonprofit in the Youth Development sector that reported $853K in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring.

Mission

WE ARE A STATEWIDE COLLECTIVE OF YMCAS DEDICATED TO MAXIMIZING OUR IMPACT IN YOUTH DEVELOPMENT, HEALTHY LIVING AND SOCIAL RESPONSIBILITY; AND COMMUNICATING THAT IMPACT WITH ONE VOICE, STATEWIDE.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $604,100

Program Service Revenue $243,789

Investment Income $4,736

Other Revenue $0

TOTAL REVENUE $852,625

Expense Breakdown

Grants Paid $0

Salaries & Benefits $523,884

Fundraising Expenses $0

Program Expenses $515,625

Other Expenses $341,827

TOTAL EXPENSES $865,711

Year-over-Year Comparison

	2023	2022	Change
Revenue	$852,625	$1,141,280	-0.3%
Expenses	$865,711	$859,423	+0.0%
Net Income	$-13,086	$281,857	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

$350,985

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRET SALSCHEIDER	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
JESSICA MIELING	TREASURER	1.00	Officer Director	$0	$0	$0
SARA COLE	SECRETARY	1.00	Officer Director	$0	$0	$0
JEFFREY PIETTE	DIRECTOR	1.00	Director	$0	$0	$0
JOE SWANSON	DIRECTOR	1.00	Director	$0	$0	$0
RIC LEITHEISER	DIRECTOR	1.00	Director	$0	$0	$0
AMY ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
CARON SALO	DIRECTOR	1.00	Director	$0	$0	$0
DENNY FORD	DIRECTOR	1.00	Director	$0	$0	$0
GREG GACK	DIRECTOR	1.00	Director	$0	$0	$0
JANNEKE SOBEK	DIRECTOR	1.00	Director	$0	$0	$0
JENNIE MELDE	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HUMMITZSCH	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT SCHANHOFER	DIRECTOR	1.00	Director	$0	$0	$0
DANIELLE MARX	DIRECTOR	1.00	Director	$0	$0	$0
JON AGNEW	CEO	40.00	Officer	$185,400	$49,017	$234,417
JULIA WOHLT	VP OF ALLIANCE OPERATIONS	40.00	Officer	$103,000	$13,568	$116,568
CHRISTOPHER STENBERG	ALLIANCE EXECUTIVE	40.00	Highest	$123,600	$14,981	$138,581

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
2024	No data	No data	No data	No data
2023	$852,625	$865,711	$814,609	$-13,086
2022	$1,141,280	$859,423	$799,505	$281,857
2021	$428,324	$506,982	$499,815	$-78,658
2020	$458,633	$451,616	$559,955	$7,017
2019	$520,955	$449,577	$522,505	$71,378
2018	$348,670	$225,248	$488,663	$123,422

UPPER MIDWEST ALLIANCE OF YMCAS INC