Mission
Endowment support for the Appleton Branch of the YMCA of the Fox Cities.
Public Charity
Appleton YMCA Endowment Trust
Appleton YMCA Endowment Trust, of Appleton, WI, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $713K in revenue, $282K in expenses, $5.5M in total assets. 2 publicly reported grants to this organization, totaling roughly $158K, appear in IRS filings.
EIN: 396048905
Appleton, WI
Young Mens or Womens Associations
NTEE: P27
Latest filing: 2025
Total Revenue$713K
Total Expenses$282K
Total Assets$5.5M
Grant Records2
Funding Total$158K
Filing Years2020–2025
Where $100 goes at Appleton YMCA Endowment Trust
How Appleton YMCA Endowment Trust divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.
$92
Programs
the work itself
$8
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $92 for programs
$92
YMCA of the Fox Cities Support
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
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.
$100,000
General Operations
$58,465
Showing up to 5 of 2 total records — full history available with membership.
Officers & Directors
Trustee
Brian Flanagan
Trustee
Dan Evensen
Chair
David Savides
Trustee
Jerry Rickman
Trustee
Paul Trigg
Trustee
Peter Schaefer
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $713K | $282K | $5.5M |
| 2024 | $491K | $264K | $5.0M |
| 2023 | $606K | $266K | $4.8M |
| 2021 | $433K | $393K | $3.7M |
| 2020 | $270K | $159K | $3.7M |
Between 2020 and 2025, reported annual revenue grew from $270K to $713K (+164%), with total assets most recently reported at $5.5M.
Interactive year-over-year charts and full filing details available with membership.