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APPLETON Y M C A ENDOWMENT TRUST

EIN 39-6048905 APPLETON, WI

Revenue 2024
$713,126
Expenses 2024
$281,896

Program services were 92.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
P27I
Classification
1000
Street
218 E LAWRENCE ST

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Brian Flanagan

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Dan Evensen

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • David Savides

    Chair

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Jerry Rickman

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Paul Trigg

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Peter Schaefer

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Tom Boldt

    Trustee

    Total calculated
    $0
    Hours/week
    1

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 — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $713,126
    Expenses
    $281,896
    Contributions
    $429,571
    Grants paid
    $261,184
  • 2023
    Revenue
    $490,996
    Expenses
    $264,377
    Contributions
    $100,939
    Grants paid
    $245,765
  • 2022
    Revenue
    $606,428
    Expenses
    $266,254
    Contributions
    $123,112
    Grants paid
    $232,891

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

Where these grants went next →

Grants received

  • 2022 The William R. Breider III Endowment Fund was established to recognize the legacy of the former YMCA of the Fox Cities CEO. The Board of Directors established the fund to honor William Breider's leadership and accomplishments during his time with the organization. $100,000 from the organization's general operating funds was designated for this purpose within our Appleton YMCA Endowment Fund.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 10 September 2026, under deductibility SOUNK.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.