2025-10-27T08:50:46-05:00 2024-12-31 393647910 WIPFLI ADVISORY LLC 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2024-01-01 362225496 STERLING-ROCK FALLS FAMILY YMCA STER 8155359622 2505 YMCA WAY STERLING IL 61081 TRISH KLAVER CEO 8155359622 2025-10-22 1 1 QUINN DUGAN P02267768 6082741980 2025-10-22 2024 2025-03-06 01:10:19Z X TRISH KLAVER 2505 YMCA WAY STERLING IL 61081 2872460 0 X WWW.SRFYMCA.ORG X 1984 IL TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. THE STERLING ROCK FALLS YMCA IS A NONPROFIT LIKE NO OTHER. THAT'S BECAUSE IN WE HAVE THE PRESENCE AND PARTNERSHIPS TO NOT JUST PROMISE, BUT DELIVER, POSITIVE CHANGE. THE STERLING ROCK FALLS YMCA IS COMMUNITY-CENTERED. FOR 125 YEARS, WE'VE BEEN LISTENING AND RESPONDING TO THE STERLING-ROCK FALLS COMMUNITY. THE STERLING ROCK FALLS YMCA BRINGS PEOPLE TOGETHER. WE CONNECT PEOPLE OF ALL AGES AND BACKGROUNDS TO BRIDGE THE GAPS IN COMMUNITY NEEDS. THE STERLING ROCK FALLS YMCA NURTURES POTENTIAL. WE BELIEVE THAT EVERYONE SHOULD HAVE THE OPPORTUNITY TO LEARN, GROW AND THRIVE. THE STERLING ROCK FALLS YMCA HAS LOCAL PRESENCE AND GLOBAL REACH. WE MOBILIZE LOCAL COMMUNITIES TO EFFECT LASTING, MEANINGFUL CHANGE. 14 14 161 200 7953 0 1114768 1293795 1367757 1374445 33096 47575 87710 72292 2603331 2788107 0 0 0 0 1276032 1262323 0 0 0 1750099 1509787 3026131 2772110 -422800 15997 7051659 6828395 1794408 1496348 5257251 5332047 X TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. THE STERLING ROCK FALLS YMCA IS A NONPROFIT LIKE NO OTHER. THAT'S BECAUSE IN WE HAVE THE PRESENCE AND PARTNERSHIPS TO NOT JUST PROMISE, BUT DELIVER, POSITIVE CHANGE. THE STERLING ROCK FALLS YMCA IS COMMUNITY-CENTERED. FOR 125 YEARS, WE'VE BEEN LISTENING AND RESPONDING TO THE STERLING-ROCK FALLS COMMUNITY. THE STERLING ROCK FALLS YMCA BRINGS PEOPLE TOGETHER. WE CONNECT PEOPLE OF ALL AGES AND BACKGROUNDS TO BRIDGE THE GAPS IN COMMUNITY NEEDS. THE STERLING ROCK FALLS YMCA NURTURES POTENTIAL. WE BELIEVE THAT EVERYONE SHOULD HAVE THE OPPORTUNITY TO LEARN, GROW AND THRIVE. THE STERLING ROCK FALLS YMCA HAS LOCAL PRESENCE AND GLOBAL REACH. WE MOBILIZE LOCAL COMMUNITIES TO EFFECT LASTING, MEANINGFUL CHANGE. 0 0 990077 0 581795 YOUTH DEVELOPMENT & ACHIEVEMENT:THE STERLING-ROCK FALLS FAMILY YMCA PROVIDES HIGH QUALITY, COMPREHENSIVE ACTIVITIES FOR SCHOOL-AGED CHILDREN, DRAWING ON DIVERSE MEMBERS OF THE COMMUNITY. WE PROVIDE BOTH FULL AND PART-TIME OPTIONS IN AFTERSCHOOL PROGRAM, NO SCHOOL DAY CAMP, REMOTE LEARNING DAY CAMP AND SUMMER DAY CAMP. IN 2024 THE YMCA WAS ABLE TO SERVE 449 CHILDREN IN YOUTH DEVELOPMENT PROGRAMS.WOVEN INTO THE FABRIC OF THE YMCA MISSION IS A COMMITMENT TO STRENGTHENING FAMILIES. YMCA YOUTH DEVELOPMENT PROGRAMS RELIEVE THE BURDEN OF BALANCING WORK AND FAMILY AND MAKE IT POSSIBLE FOR PARENTS OF CHILDREN IN OUR CARE TO REMAIN GAINFULLY EMPLOYED, KNOWING THEIR CHILDREN ARE THRIVING IN A SAFE, DEVELOPMENTALLY SOUND ENVIRONMENT.THE YMCA PROVIDES TUITION ASSISTANCE INCLUDING REDUCED FEES FOR FAMILIES WHO QUALIFY FOR THE "FREE AND REDUCED LUNCH PROGRAM" AT LOCAL SCHOOLS. FINANCIAL ASSISTANCE FOR YMCA MEMBERSHIP AND PROGRAMS IS PROVIDED TO QUALIFIED FAMILIES AND PROVIDES REDUCES PRICES FOR ALL YMCA PROGRAMS ALONG WITH PROVIDING ACCESS FOR THE CHILD AND THEIR FAMILY TO THE YMCA FACILITY. IN ADDITION, WE PROVIDE AID TO FAMILIES WHO NEED HELP DUE TO FAMILY VIOLENCE, SUBSTANCE ABUSE, ETC., BY COLLABORATING WITH OTHER SOCIAL SERVICE AGENCIES. WE ALSO PROVIDE A VARIETY OF ACTIVITIES THAT EMPHASIZE PARENT EDUCATION AND HELP PARENTS LEARN MORE ABOUT HOW TO RAISE HEALTHY, HAPPY CHILDREN WHO DEVELOP SELF-ESTEEM AND MORAL AND ETHICAL VALUES. 612963 0 265833 CAMP BENSON:THE YMCA CAMP BENSON PROGRAM PROVIDES A LASTING EXPERIENCE OF PERSONAL ENRICHMENT. THROUGH SUMMER RESIDENCE AND WEEKEND RETREATS, THE CAMP OFFERS ADVENTURE AND LEARNING ACTIVITIES THAT PROVIDE CHALLENGES AND PROMOTE SPIRITUAL AWARENESS, MENTAL DEVELOPMENT, PHYSICAL WELL-BEING, SOCIAL GROWTH AND SELF RESPECT. CAMPING HELPS YOUTH BECOME AWARE OF THEIR PHYSICAL AND MENTAL CAPABILITIES, TO RECOGNIZE THE VALUE OF COOPERATION, GAIN CONFIDENCE AND BUILD SELF-ESTEEM.WHILE CAMP BENSON'S FACILITIES AND LOCATION ARE TERRIFIC, WE BELIEVE THAT IT'S OUR CAMP COUNSELORS THAT MAKE THE SUMMER EXPERIENCE TRULY SPECIAL. AT YCB YOU WILL FIND A TREMENDOUS CONCENTRATION OF "GREAT CAMPERS AND "GREAT ROLE-MODELS" THAT PROVIDE A WONDERFULLY INCLUSIVE ENVIRONMENT FOR YOUR CHILD. WE HAVE SO MANY FIRST-TIME CAMP FAMILIES IN LARGE PART BECAUSE OF THE EMPHASIS WE PLACE ON TRAINING CAMPERS TO BECOME STAFF THROUGH THE STUDENT DEVELOPMENT PROGRAM.IT IS THE MISSION OF YMCA CAMP BENSON TO PROVIDE SAFE, FUN, AND EDUCATIONAL EXPERIENCES FOR OUR CAMPERS THROUGH THE DEMONSTRATION OF THE FOUR CORE VALUES; CARING, HONESTY, RESPECT AND RESPONSIBILITY AND BY PRACTICING A CAMPER FIRST PHILOSOPHY. SENDING A CHILD TO CAMP IS AN ACT OF GREAT FAITH BY PARENTS. AS DIRECTORS, WE TAKE THAT RESPONSIBILITY VERY SERIOUSLY. WE STRIVE TO MAINTAIN AN ENVIRONMENT THAT BOTH ENCOURAGES PERSONAL GROWTH AND CREATES AN UNFORGETTABLE SUMMER EXPERIENCE. THE CAMP BENSON COMMUNITY IS A CARING AND SUPPORTING ONE, AND AT THE CORE OF EVERYTHING THAT TAKES PLACE AT CAMP.THIS PROGRAM RUNS IN JUNE AND JULY OF EACH YEAR AND IN 2024 WE SERVED OVER 360 CAMPERS. 467068 0 544990 HEALTH AND WELL BEING FOR ALLMEMBERSHIP:MEMBERS ARE OFFERED THE USE OF THE ASSOCIATION FACILITIES, WHICH ARE FOR PROMOTION OF HEALTH AND WELLNESS. INCLUDED IN THESE FACILITIES ARE A SWIMMING POOL, GYM, WELLNESS CENTER AND AEROBICS ROOM. MEMBERSHIP INCLUDES THE USE OF THE ENTIRE FACILITY, PARTICIPATION IN FITNESS CLASSES AND FREE BABY-SITTING WHILE USING THE FACILITY AND PROGRAMS.THE STERLING-ROCK FALLS FAMILY YMCA PROVIDES FINANCIAL ASSISTANCE FOR MEMBERSHIP AND YOUTH DEVELOPMENT PROGRAMS. OVER 6,764 PEOPLE BENEFITED FROM MEMBERSHIP AND PROGRAM SERVICES IN 2024. THE STERLING-ROCK FALLS FAMILY YMCA OFFERS A WIDE VARIETY OF PROGRAMS FOR COMMUNITY MEMBERS AND YMCA MEMBERS.YMCA MEMBERSHIP AND PROGRAMS ARE DESIGNED TO FURTHER THE YMCA MISSION. OUR YMCA SEEKS TO HELP OUR MEMBERS AND COMMUNITY PARTICIPANTS:1. DEVELOP SELF-CONFIDENCE AND SELF-RECPECT - AND APPRECIATION OF THEIR OWN WORTH AS INDIVIDUALS2. DEVELP VALUES FOR DAILY LIVING; DEVELOP MORAL AND ETHICAL BEHAVIOR BASED ON JUDEO-CHRISTIAN PRINCIPLES3. GROW AS RESPONSIBLE MEMBERS OF THEIR FAMILIES AND AS CITIZENS OF THEIR COMMUNITIES.4. APPRECIATE THAT HEALTH OF MIND AND BODY IS A SACRED GIFT, AND THAT PHYSICAL FITNESS AND MENTAL WELL-BEING ARE CONDITIONS TO BE ACHIEVED AND MAINTAINED.5. RECOGNIZE THE WORTH OF ALL PERSONS, AND WORK WITH INTERRACIAL AND INTER-GROUP UNDERSTANDING.6. DEVELOP A SENSE OF WORLD-MINDEDNESS AND WORK FOR WORLD-WIDE UNDERSTANDING.7. DEVELOP THEIR CAPACITIES FOR LEADERSHIP AND USE THEM RESPONSIBLY IN THEIR OWN GROUPS AND COMMUNITY LIFE.8. BECOME LEADERS AND SUPPORTERS; LEARN THE GIVE AND TAKE NECESSARY STEPS TO WORK TOWARD COMMON GOOD.9. DEVELOP SPECIFIC LIFE SKILLS; ACQUIRE NEW KNOWLEDGE AND WAYS TO GROW IN SPIRIT, MIND, AND BODY FOR ALL. 2070108 1 1 0 0 0 0 1 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 161 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IL X DUSTIN J HOLLENBACH 8155359622 2505 YMCA WAY STERLING IL 61081 MATT BIRDSLEY CHIEF VOLUNTEER OFFICER 1.00 X X 0 0 0 DAN ARICKX VICE CHIEF VOLUNTEER OFFICER 1.00 X X 0 0 0 MARY WHITE TREASURER 1.00 X X 0 0 0 MARY BENSON SECRETARY 1.00 X X 0 0 0 MARTY BENSON DIRECTOR 1.00 X 0 0 0 SHANE BROWN DIRECTOR 1.00 X 0 0 0 LANCE BUSER DIRECTOR 1.00 X 0 0 0 SANDY CAVAZOS DIRECTOR 1.00 X 0 0 0 TAD EVERETT DIRECTOR 1.00 X 0 0 0 TOM MYERS DIRECTOR 1.00 X 0 0 0 FRANK NELSEN DIRECTOR 1.00 X 0 0 0 KRIS NOBLE DIRECTOR 1.00 X 0 0 0 KATY SELMI DIRECTOR 1.00 X 0 0 0 ELIZABETH WAHL DIRECTOR 1.00 X 0 0 0 TRISH KLAVER CEO 50.00 X 155017 0 14935 155017 0 14935 1 0 1 0 0 71015 334419 888361 500000 1293795 YOUTH DEVELOPMENT 624100 844020 844020 HEALTHY LIVING 624100 526817 526817 SOCIAL RESPONSIBILITY 624100 3608 3608 1374445 26649 26649 69217 47630 661 21587 -661 20926 20926 29344 36062 -6718 -6718 GUEST PASSES 900099 18173 18173 FACILITY RENTAL INCOME 531190 7953 7953 52884 52884 79010 2788107 1392618 7953 93741 169952 128985 40967 938027 728614 209413 18242 8821 9421 54789 29905 24884 81313 63638 17675 173 173 27107 27107 71956 19864 52092 13363 13363 79665 46380 33285 355581 355581 20330 19182 1148 1766 1766 75338 75338 365611 269259 96352 1927 1927 FOOD AND BEVERAGE 191344 190595 749 SCHOLARSHIPS 122180 122180 BAD DEBT EXPENSE 43570 311 43259 REPAIRS & MAINTENANCE 32481 5015 27466 107395 66649 40746 2772110 2070108 702002 0 664 500 369025 129816 29396 288700 76388 99351 27466 34065 11637398 6112778 5834409 5524620 629622 694120 84689 57223 7051659 6828395 108157 115620 39955 47285 1646296 1333443 1794408 1496348 X 4883481 4697277 373770 634770 5257251 5332047 7051659 6828395 15997 58799 0 X 0 1 X 1 0 X 1187446 1642493 1379535 1114768 1293795 6618037 551789 1054026 1396720 1420853 1456673 5880061 1739235 2696519 2776255 2535621 2750468 12498098 0 0 0 12498098 10773 8768 29100 24493 26649 99783 10773 8768 29100 24493 26649 99783 7663 10417 9037 10424 7953 45494 61041 18173 79214 1757671 2715704 2814392 2631579 2803243 12722589 0.98240 0.98230 0.00780 0.00740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 73.00 0 0 0 1 0 0.00 0 629622 146037 81539 694120 545145 102805 18328 629622 716179 -31000 140034 545145 406528 235846 74905 1100 716179 602117 69656 265245 406528 0.46000 0.54000 0 0 784184 784184 9799556 5241352 4558204 1053658 871426 182232 5524620 VANGUARD MUTUAL FUNDS 673897 F COMMUNITY FOUNDATION OF GREAT RIVER BEND 20223 F 694120 X 2882968 58799 36062 94861 2788107 0 2788107 2808172 36062 36062 2772110 0 2772110 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE. ACCORDINGLY, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. MANAGEMENT DOES NOT BELIEVE THERE ARE ANY UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING DIRECT EXPENSE 36,062. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING DIRECT EXPENSE 36,062. APPAREL 15971 15971 26102 CANDY SALES 13373 13373 9960 29344 29344 36062 36062 -6718 X X 0 0 0 0 0 0 0 0 0 TRISH KLAVER CEO 155017 0 0 0 0 0 8300 0 6635 0 169952 0 0 0 X 1 500000 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION REPORTS THE NUMBER OF CONTRIBUTORS IN COLUMN B. FORM 990, PART VI, SECTION A, LINE 2 MARTY BENSON AND MARY BENSON HAVE A FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B THE BOARD REVIEWS THE 990 BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C II. STATEMENT OF POLICY DIRECTORS, OFFICERS, EMPLOYEES AND VOLUNTEERS OF THE YMCA SHALL ADHERE TO THE HIGHEST STANDARDS OF HONESTY, ETHICS, PROPRIETY, GOOD FAITH AND FAIR DEALING IN ALL ACTIVITIES RELATING TO THE YMCA. COMPLIANCE WITH THE YMCA'S CONFLICT OF INTEREST POLICIES AND PROCEDURES IS A CONDITION OF EMPLOYMENT OR SERVICE TO THE YMCA. NO YMCA DIRECTOR, OFFICER, EMPLOYEE OR VOLUNTEER OR "FAMILY MEMBER" (AS DEFINED BELOW) SHALL ACCEPT GIFTS, ENTERTAINMENT, DISCOUNTS, BENEFITS, GRATUITIES, OR FAVORS OF ANY KIND FROM ANY PERSON, FIRM OR CORPORATION WITH WHOM THE YMCA IS A PARTY TO A CONTRACT, TRANSACTION OR ARRANGEMENT, OR WITH WHOM THE YMCA IS CONTEMPLATING ENTERING INTO A CONTRACT, TRANSACTION OR ARRANGEMENT, WHICH COULD REASONABLY BE EXPECTED TO INFLUENCE, OR CREATE THE APPEARANCE OF INFLUENCING THE INDIVIDUAL'S ACTIONS AFFECTING THE YMCA. THIS PROHIBITION IS NOT INTENDED TO PRECLUDE BUSINESS MEALS OR OTHER NOMINAL MATTERS IN THE REASONABLE AND ORDINARY COURSE OF BUSINESS. THE YMCA WILL NOT ENGAGE IN ANY CONTRACT, TRANSACTION OR ARRANGEMENT INVOLVING A "CONFLICT OF INTEREST" (AS DEFINED BELOW) WITHOUT ESTABLISHING APPROPRIATE SAFEGUARDS TO PROTECT THE INTERESTS OF THE YMCA. TO THAT END: A. EACH SIGNIFICANT PERSON MUST PROMPTLY, FULLY AND TIMELY COMPLY WITH THE DISCLOSURE REQUIREMENTS SET FORTH IN THIS POLICY, OR AS OTHERWISE ADOPTED BY THE BOARD OF DIRECTORS IN ACCORDANCE WITH THIS POLICY. B. ALL MATERIAL TRANSACTIONS, CONTRACTS OR ARRANGEMENTS INVOLVING A CONFLICT OF INTEREST MUST BE REVIEWED BY THE BOARD GOVERNANCE COMMITTEE ("COMMITTEE"). C. THE COMMITTEE MUST DETERMINE BY A MAJORITY VOTE OF DISINTERESTED PERSONS THAT APPROPRIATE SAFEGUARDS AND/OR ACTIONS ARE IN PLACE TO PROTECT THE INTERESTS OF THE YMCA AND ARE CONSISTENT WITH THE PURPOSES OF THIS POLICY. D. WHERE APPROPRIATE, THE COMMITTEE SHALL SEEK ADVICE OF LEGAL COUNSEL. E. THE COMMITTEE SHALL REPORT TO THE BOARD OF DIRECTORS OF THE YMCA ("BOARD"), AT LEAST ANNUALLY, ON THE RESULTS OF ITS REVIEW. THIS POLICY APPLIES TO (A) SIGNIFICANT PERSONS, AND (B) ANY MATERIAL CONTRACT, TRANSACTION OR ARRANGEMENT INVOLVING THE YMCA. FORM 990, PART VI, SECTION B, LINE 15 THE CEO DETERMINES THE SALARY INCREASES FOR THE EMPLOYEES BASED ON THEIR PERFORMANCE. THE EXECUTIVE COMMITTEE ANNUALLY REVIEWS THE SALARY OF THE CEO AND DETERMINES WHAT SALARY INCREASE SHOULD BE AWARDED. THE NATIONAL YMCA SHARES COMPARABILITY DATA ANNUALLY FOR WAGES. THIS PROCESS USUALLY TAKES PLACE DURING DECEMBER. AS PART OF THE BUDGETING PROCESS, THE FINANCE COMMITTEE THEN REVIEWS IN GENERAL ALL SALARY ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE CEO. PAGE 1, SECTION B, AMENDED RETURN: THE RETURN WAS AMENDED TO REPORT NON-CASH CONTRIBUTIONS OF $500,000 ON THE STATEMENT OF REVENUE LINE 1G. NO CASH CONTRIBUTIONS WERE REPORTED IN THE ORIGINAL FILE, BUT WERE INCLUDED IN TOTAL CONTRIBUTIONS ON THE STATEMENT OF REVENUE LINE 1F. SCHEDULE B AND SCHEDULE M ALSO CHANGED AS A RESULT OF THIS UPDATE.