Appleton Y M C A Endowment Trust
Only null% goes to programs Strong reserves Declining revenue
Appleton Y M C A Endowment Trust is a 501(c)(3) organization based in Appleton, Wisconsin, registered in 1958, with $713,126 in FY2024 revenue. CharityIndex grades it C+.
218 E Lawrence St, Appleton, WI, 54911 EIN 39-6048905 Since 1958
Revenue (FY2024)
$713K
▲ 45.2% vs prior year
Human Services median: $293K
Expenses (FY2024)
$282K
Net assets
$5.5M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Appleton Y M C A Endowment Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating233 mo reserves · +60% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Appleton Y M C A Endowment Trust: 233 mo reserves · +60% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Appleton Y M C A Endowment Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Appleton Y M C A Endowment Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 218 E Lawrence St, Appleton, WI, 54911
- City
- Appleton
- State
- Wisconsin
- Category
- Human Services
- Subcategory
- Human Service Organizations
Financial trends
Revenue declined from $1.0M (FY2013) to $713K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $5.5M
Operating margin
60.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$5.5M
Total liabilities
$0
Net assets
$5.5M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $713,126▲45.2% | $281,896▲6.6% | $5,477,503▲8.5% | $5,477,503▲8.5% | 990 |
| 2023 | $490,996▼19.0% | $264,377▼0.7% | $5,046,273▲4.7% | $5,046,273▲4.7% | 990 |
| 2022 | $606,428▼36.3% | $266,254▲23.4% | $4,819,654▲7.6% | $4,819,654▲7.6% | 990 |
| 2021 | $951,752▲120% | $215,769▼45.1% | $4,479,480▲19.7% | $4,479,480▲19.7% | 990 |
| 2020 | $433,041▲60.2% | $392,749▲147% | $3,743,497▲1.1% | $3,743,497▲1.1% | 990 |
| 2019 | $270,285▲13.0% | $159,128▼37.1% | $3,703,205▲3.1% | $3,703,205▲3.1% | 990 |
| 2018 | $239,089▲12.2% | $253,050▲30.0% | $3,592,048▼0.4% | $3,592,048▼0.4% | 990 |
| 2017 | $213,160▲147% | $194,593▼4.5% | $3,606,009▲0.5% | $3,606,009▲0.5% | 990 |
| 2016 | $86,266▲132% | $203,713▼4.2% | $3,587,442▼3.2% | $3,587,442▼3.2% | 990 |
| 2015 | -$268,881▼194% | $212,706▼9.6% | $3,704,889▼34.2% | $3,704,889▼34.2% | 990 |
| 2014 | $285,605▼72.4% | $235,318▲1.2% | $5,629,302▲0.9% | $5,629,302▲0.9% | 990 |
| 2013 | $1,034,209 | $232,501 | $5,579,015 | $5,579,015 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Compare Appleton Y M C A Endowment Trust
Frequently asked questions
- Is Appleton Y M C A Endowment Trust a legitimate nonprofit?
- Yes. Appleton Y M C A Endowment Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 39-6048905, based in Appleton, Wisconsin. Donations are tax-deductible.
- What is Appleton Y M C A Endowment Trust's EIN?
- Appleton Y M C A Endowment Trust's Employer Identification Number (EIN) is 39-6048905.
- How much revenue does Appleton Y M C A Endowment Trust report?
- Appleton Y M C A Endowment Trust reported $713,126 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Appleton Y M C A Endowment Trust have?
- CharityIndex grades Appleton Y M C A Endowment Trust C+, based on financial health (reserves and operating margin).
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Data for Appleton Y M C A Endowment Trust (EIN 39-6048905) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.