Form 990 for tax year 2023
Filed by WISCONSIN STATE ALLIANCE OF YMCAS.
Totals
- Total revenue
- $852,625
- Total expenses
- $865,711
- Contributions and grants received
- $604,100
- Grants paid
- $0
- Program service revenue
- $243,789
- Investment income
- $4,736
- Other revenue
- $0
- Total assets, end of year
- $814,609
- Total liabilities, end of year
- $114,714
- Net assets or fund balances, end of year
- $699,895
- Program services expenses (Part IX)
- $515,625
- Management and general expenses
- $350,086
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $515,625
Program services were 59.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$604,100
-
2a · Program service revenue: MEMBERSHIP DUES
total $224,441 · related or exempt $224,441
-
2b · Program service revenue: CONFERENCE REGISTRATIO
total $19,348 · related or exempt $19,348
-
3 · Investment income
total $4,736 · excluded $4,736
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $350,984 · program services $204,634 · management and general $146,350
-
7 · Other salaries and wages
total $126,835 · program services $92,700 · management and general $34,135
-
8 · Pension plan contributions
total $15,031 · program services $11,136 · management and general $3,895
-
9 · Other employee benefits
total $900 · program services $100 · management and general $800
-
10 · Payroll taxes
total $30,134 · program services $19,275 · management and general $10,859
-
11c · Fees: accounting
total $3,278 · management and general $3,278
-
11d · Fees: lobbying
total $90,794 · program services $90,794
-
11g · Fees: other
total $87,406 · program services $13,000 · management and general $74,406
-
13 · Office expenses
total $9,202 · program services $150 · management and general $9,052
-
16 · Occupancy
total $73,408 · program services $69,738 · management and general $3,670
-
17 · Travel
total $55,430 · program services $3,982 · management and general $51,448
-
19 · Conferences, conventions and meetings
total $4,370 · management and general $4,370
-
23 · Insurance
total $1,213 · management and general $1,213
-
24a · Other expenses: GIVEAWAYS & RECOGNITION
total $9,567 · program services $6,997 · management and general $2,570
-
24b · Other expenses: SUPPLIES
total $3,966 · program services $2,531 · management and general $1,435
-
24e · All other expenses
total $3,193 · program services $588 · management and general $2,605
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $26,623 · end of year $111,540
-
2 · Savings and temporary cash investments
beginning of year $771,583 · end of year $700,596
-
4 · Accounts receivable
beginning of year $1,299 · end of year $1,223
-
15 · Other assets
beginning of year $0 · end of year $1,250
-
17 · Accounts payable and accrued expenses
beginning of year $86,524 · end of year $114,714
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $712,981 · end of year $699,895
Mission and programs · 2023
Mission
TO CONNECT, SUPPORT AND FOSTER STATE-WIDE INIATIVES, MANAGE PUBLIC POLICY EFFORTS AND ENSURE COMMUNICATION TO ADVANCE THE YMCA'S CAUSE-DRIVEN MISSION THROUGHOUT MINNESOTA, WISCONSIN AND THE U.P. MICHIGAN.
Activities or mission (Part I)
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.
-
LEADERSHIP CONFERENCES - EDUCATIONAL CONFERENCES FOR ALLIANCE STAFF AND VOLUNTEERS.
Expenses $410,514 · Revenue $25,405
-
PUBLIC POLICY-PUBLIC AFFAIRS MATTERS FOCUSED ON AFTER SCHOOL CARE, LICENSED CHILD CARE, TRAUMA INFORMED CARE, PANDEMIC RELATED ISSUES AND 3K SCHOOL PROGRAMS.
Expenses $88,957
-
YOUTH IN GOVERNMENT - PROGRAM FOR HIGH SCHOOL STUDENTS TO SERVE IN MODEL GOVERNMENTS AT THE LOCAL, STATE AND NATIONAL LEVELS.
Expenses $16,154
-
ALLIANCE SERVICE DELIVERY - SERVICES RENDERED TO LOCAL YMCAS THROUGH STRATEGIC PLANNING, BOARD GOVERNANCE, MEETINGS, AND SHARED SERVICES COLLABORATIONS.
Revenue $218,384
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Bret SalscheiderBRET SALSCHEIDER
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Jessica MielingJESSICA MIELING
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Sara ColeSARA COLE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey PietteJEFFREY PIETTE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joe SwansonJOE SWANSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ric LeitheiserRIC LEITHEISER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amy AndersonAMY ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Caron SaloCARON SALO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Denny FordDENNY FORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Greg GackGREG GACK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Janneke SobekJANNEKE SOBEK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jennie MeldeJENNIE MELDE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John HummitzschJOHN HUMMITZSCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Scott SchanhoferSCOTT SCHANHOFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Danielle MarxDANIELLE MARX
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jon AgnewJON AGNEW
CEO
- Total calculated
- $234,417
- From this org
- $185,400
- From related orgs
- $0
- Other
- $49,017
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $185,400
- Bonus
- $0
- Other
- $0
- Deferred
- $22,310
- Nontaxable benefits
- $26,707
- Filer's total
- $234,417
-
Julia WohltJULIA WOHLT
VP OF ALLIANCE OPERATIONS
- Total calculated
- $116,568
- From this org
- $103,000
- From related orgs
- $0
- Other
- $13,568
- Hours/week
- 40
-
Christopher StenbergCHRISTOPHER STENBERG
ALLIANCE EXECUTIVE
- Total calculated
- $138,581
- From this org
- $123,600
- From related orgs
- $0
- Other
- $14,981
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART III: UNRELATED COMPENSATION
- THE YMCA OF THE FOX CITIES PROVIDED COMPENSATION TO ALL INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A. THE UPPER MIDWEST ALLIANCE OF YMCAS, INC. REIMBURSES THAT ORGANIZATION FOR ALL WAGE EXPENSE. JON AGNEW RECEIVED REPORTABLE COMPENSATION OF $185,000 AND OTHER COMPENSATION OF $49,017. JULIA WOHLT RECEIVED REPORTABLE COMPENSATION OF $103,000 AND OTHER COMPENSATION OF $13,567. CHRISTOPHER STENBERG RECEIVED REPORTABLE COMPENSATION OF $123,600 AND OTHER COMPENSATION OF $14,981.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433029349300513
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