2026-06-03T10:50:19-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 2689 COMMERCE DRIVE NW SUITE 201 ROCHESTER MN 55901 990 2025-01-01 410693890 WINONA FAMILY YMCA INC WINO 5074541520 902 PARKS AVE WINONA MN 55987 JANNEKE SOBECK CEO 5074541520 2026-06-01 1 KATHERINE LUTZKE CPA P01760889 5072802300 2026-06-01 2025 2025-03-06 01:10:19Z JANNEKE SOBECK 902 PARKS AVE WINONA MN 55987 4760728 0 X WWW.WINONAFAMILYYMCA.COM X 1886 MN PROVIDE OPPORTUNITIES FOR ALL IN OUR COMMUNITY TO DEVELOP THEIR WELL BEING. 14 14 230 156 0 0 537113 475563 2559132 2691914 204446 310180 281568 267299 3582259 3744956 0 0 0 0 1540622 1605851 0 0 90129 1035087 1196187 2575709 2802038 1006550 942918 21801549 22833377 2016425 1839301 19785124 20994076 X THE WINONA FAMILY YMCA IS A CHARITABLE, COMMUNITY SERVICE ORGANIZATION THAT INCLUDES MEN, WOMEN AND CHILDREN OF ALL AGES, ABILITIES, INCOMES, RACES AND RELIGIONS. WE ARE DEDICATED TO BUILDING STRONG KIDS, STRONG FAMILIES AND STRONG COMMUNITIES BY PUTTING CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT PROMOTE HEALTHY LIFESTYLES, STRONG VALUES, LEADERSHIP, DEVELOPMENT, AND COMMUNITY INTERACTION. ALL PERSONS ARE WELCOME AT OUR YMCA REGARDLESS OF THEIR ABILITY TO PAY. THE WINONA FAMILY YMCA IS FOUNDED AND LED BY VOLUNTEERS FROM OUR COMMUNITY. 0 0 1034716 0 2316820 HEALTH AND WELLNESS FOR YOUTH AND ADULTS - HELPING PEOPLE OF ALL AGES AND ABILITIES DEVELOP HEALTH IN SPIRIT, MIND AND BODY IS AT THE CORE OF THE YMCA MOVEMENT. OUR PROGRAMS ARE DESIGNED TO HELP PEOPLE CREATE REALISTIC GOALS FOR SELF-IMPROVEMENT AND EMPHASIZE DISEASE PREVENTION THROUGH REGULAR EXERCISE, PROPER NUTRITION, STRESS MANAGEMENT, AND HEALTH EDUCATION, SPORTS PROGRAMS FOR YOUTH, TEENS, AND FAMILIES, TO PROMOTE TEAMWORK, INTERACTION, AND DEVELOPMENT OF SOCIAL AND PHYSICAL SKILLS. 448486 0 205075 CHILDCARE AND CAMPING - OUR PROGRAMS PROVIDE HIGH-QUALITY SCHOOL-AGE CHILDCARE WITH COMPREHENSIVE ACTIVITIES, BOTH BEFORE AND AFTER SCHOOL, INCLUDING FULL AND PART-TIME OPTIONS, TO SERVE A WIDE RANGE OF FAMILY NEEDS. YMCA CHILDCARE PROGRAMS ASSIST FAMILIES IN BALANCING WORK AND FAMILY COMMITMENTS, MAKING IT POSSIBLE FOR PARENTS TO BE SUCCESSFUL AT WORK BECAUSE THEY KNOW THEIR CHILDREN ARE BEING WELL CARED FOR AT THE Y. THE YMCA DAY CAMP PROGRAM PROVIDES EXPERIENCES THAT MAKE A LASTING IMPRESSION ON THE CHILDREN ENROLLED IN THE PROGRAM. DAY CAMP EXPERIENCES BUILD CHARACTER AND LEADERSHIP SKILLS IN THE CHILDREN AND TEENS WHO ATTEND CAMP. 394842 0 81146 AQUATICS - THE YMCA IS THE PRIMARY PROVIDER OF AQUATIC PROGRAMMING IN OUR COMMUNITY, TEACHING HUNDREDS OF CHILDREN HOW TO SWIM AND HOW TO BE SAFE AROUND WATER. BEGINNING AT AGE 6-MONTHS THROUGH HIGH-SCHOOL, OUR TRAINED AND COMMITTED STAFF PROVIDE HIGH-QUALITY INSTRUCTION IN A SAFE AND HEALTHY ENVIRONMENT. WE TEACH CHILDREN OF ALL ABILITIES TO DEVELOP SWIMMING SKILLS WHILE DEVELOPING SELF-CONFIDENCE AND CHARACTER. 186589 0 88873 YOUTH SPORTS - THE YMCA PROVIDES QUALITY YOUTH SPORTS PROGRAMS FOR BOYS AND GIRLS OF ALL AGES AND ABILITIES. WE GIVE EVERYONE THE OPPORTUNITY TO PLAY AND LEARN. OUR COACHES STRESS THE YMCA CORE VALUES OF RESPECT, RESPONSIBILITY, CARING AND HONESTY. WE PROVIDE FINANCIAL ASSISTANCE TO ANY CHILD WHO CANNOT AFFORD A YMCA MEMBERSHIP. 186589 0 88873 2064633 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 1 230 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 0 0 MN X AMY HUME 5074541520 902 PARKS AVE WINONA MN 55987 BEN JOHNSON PRESIDENT 0.58 0.00 X X 0 0 0 JANEL MILLER BOARD PRESIDENT 0.04 0.00 X X 0 0 0 NANCY DENZER VICE PRESIDENT 0.37 0.00 X X 0 0 0 RICK CHRISTENSON SECRETARY 0.49 0.00 X X 0 0 0 LINDSEY ABRAHAMS DIRECTOR 0.16 0.00 X 0 0 0 SCOTT CURTIS DIRECTOR 0.12 0.00 X 0 0 0 KERRI FERSTL DIRECTOR 0.18 0.00 X 0 0 0 MARY EILEEN FITCH DIRECTOR 0.16 0.00 X 0 0 0 VANESSA SOUTHWORTH DIRECTOR 0.16 0.00 X 0 0 0 CHRISTOPHER RAND DIRECTOR 0.75 0.00 X 0 0 0 ERIK SIEVERS DIRECTOR 0.60 0.00 X 0 0 0 LUCAS STANGL DIRECTOR 0.60 0.00 X 0 0 0 SANDRA BURKE DIRECTOR 0.49 0.00 X 0 0 0 GINA HENDERSON DIRECTOR 0.49 0.00 X 0 0 0 LILLY SCHELL DIRECTOR - UNIVERSITY STUDENT NON VOTING 0.50 0.00 X 0 0 0 ANTHONY SCHNEIDER DIRECTOR - UNIVERSITY STUDENT NON VOTING 0.50 0.00 X 0 0 0 JANNEKE SOBECK CHIEF EXECUTIVE OFFICER 40.00 10.00 X 106865 0 43774 106865 0 43774 1 0 1 0 0 475563 8526 475563 MEMBERSHIP REVENUE 713940 2251831 2251831 SPORTS AND AQUATICS 713940 231604 231604 CHILDCARE REVENUE 713940 165858 165858 DAY CAMP REVENUE 713940 42621 42621 2691914 192464 192464 217361 0 217361 217361 217361 1133488 1015772 117716 117716 117716 260 0 260 260 TOWEL AND LOCKER FEES 713940 40160 40160 MISCELLANEOUS 713940 9518 9518 49678 3744956 2691914 0 577479 150639 39166 103941 7532 1261220 1144652 65239 51329 40526 24855 11764 3907 45639 35516 4735 5388 107827 93638 10170 4019 4686 4686 60971 60971 19806 19806 150364 46261 104103 16551 2721 11215 2615 107949 95215 11848 886 19512 3780 15228 504 502521 502521 2627 2329 298 27009 23180 3829 286 286 41818 40398 1420 86736 86736 OTHER PROGRAM COSTS 99474 7287 80203 11984 NATIONAL SUPPORT 49916 0 49916 0 BAD DEBT 5961 3114 882 1965 2802038 2064633 647276 90129 354797 412092 1006 1331 221768 200383 17103 10618 8121000 8121000 12654 14203 763555 154815 564431 608740 2788688 3746812 9720102 9718198 21801549 22833377 107916 114528 1904681 1722428 3828 2345 2016425 1839301 X 19466230 20373430 318894 620646 19785124 20994076 21801549 22833377 942918 251509 14525 0 X 0 1 X 1 0 X 1197235 717649 612731 537113 475563 3540291 1624784 2145555 2367499 2559132 2691914 11388884 2822019 2863204 2980230 3096245 3167477 14929175 2730 7475 953 4232 4276 19666 0 2730 7475 953 4232 4276 19666 14909509 311235 322565 331737 373351 409825 1748713 311235 322565 331737 373351 409825 1748713 195 829 220 260 1504 77496 50681 43578 50973 49678 272406 3210750 3236645 3356374 3520789 3627240 16951798 0.87950 0.90600 0.10320 0.07320 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 77,496. 2022 AMOUNT: $ 50,681. 2023 AMOUNT: $ 43,578. 2024 AMOUNT: $ 50,973. 2025 AMOUNT: $ 49,678. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1878227 54000 303904 -159025 2395156 936880 49856 132409 -759082 1878227 468871 90512 78497 -299000 936880 448325 23768 -60222 -57000 468871 336896 1000 51444 -58985 448325 0.89330 0.10670 0.00000 1 0 210435 210435 371499 102620 268879 181621 52195 129426 608740 CASH SURRENDER VALUE LIFE INSURANCE 17511 BENEFICIAL INTEREST IN PERPETUAL TRUST 60633 INTEREST RECEIVABLE 20303 INVESTMENT IN SUPPORT CORP 9617741 RIGHT OF USE ASSETS 2010 9718198 CAPITAL LEASE 2345 2345 X PART V, LINE 4: EARNINGS FROM ENDOWMENT FUNDS ARE USED TO SUPPORT OPERATIONS AND FOR SCHOLARSHIPS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE, THUS, THERE IS NO PROVISION FOR INCOME TAXES AT DECEMBER 31, 2025 AND 2024. THE ORGANIZATION HAS ADOPTED THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2025 AND 2024. 0 0 0 0 0 0 0 0 0 JANNEKE SOBECK CHIEF EXECUTIVE OFFICER 106865 0 0 0 0 0 8477 0 35297 0 150639 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ANY PERSON WHO IS IN SYMPATHY WITH THE PURPOSE OF THE CORPORATION MAY BECOME A MEMBER AND SHALL BE ENTITLED TO ALL BENEFITS OF MEMBERSHIP AS ESTABLISHED BY THE BOARD OF DIRECTORS, SUBJECT TO MEMBERSHIP FEES. ANY MEMBER 18 YEARS OF AGE OR OLDER AND HOLDING AN ANNUAL ADULT OR FAMILY MEMBERSHIP OF SAID CORPORATION SHALL BE A VOTING MEMBER OF THIS CORPORATION AND SHALL BE ENTITLED TO CAST ONE VOTE ON ANY ITEM OF BUSINESS PROPERLY BEFORE THE MEMBERS FOR CONSIDERATION. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERSHIP AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERSHIP AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PRESENTED PRIOR TO SUBMISSION TO BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF DIRECTORS AS WELL AS THE CHIEF EXECUTIVE OFFICER, THE ACCOUNTING COORDINATOR/CONTROLLER, AND ALL FULL TIME STAFF ARE COVERED BY THE CONFLICT OF INTEREST POLICY. A CONFLICT OF INTEREST IS PRESENT WHEN, IN THE JUDGMENT OF THE BOARD OF DIRECTORS, AN INSIDER'S STAKE IN THE TRANSACTION IS SUCH THAT IT REDUCES THE LIKELIHOOD AN INSIDER'S INFLUENCE CAN BE EXERCISED IMPARTIALLY. THE MINUTES TO ANY MEETING OF THE BOARD PURSUANT TO THIS POLICY SHALL CONTAIN: THE NAME OF EACH INSIDER WHO DISCLOSED OR WAS OTHERWISE DETERMINED TO HAVE AN INTEREST IN A TRANSACTION, THE NATURE OF THE INTEREST, WHETHER IT WAS DETERMINED TO CONSTITUTE A CONFLICT, ANY ALTERNATIVE OPTIONS CONSIDERED, THE MEMBERS OF THE BOARD PRESENT, THOSE WHO VOTED, THE EXTENT TO WHICH INTERESTED PERSONS WERE EXCLUDED FROM DELIBERATIONS, SUPPORTING DATA CONSIDERED BY THE BOARD, THE RESULT OF THE DETERMINATION BY THE BOARD, AND ANY TERMS DEFINED AS A COMPONENT OF THE VOTE. TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS STATUS AS A NONPROFIT, THE BOARD SHALL AUTHORIZE AND OVERSEE AN ANNUAL REVIEW OF THE ADMINISTRATION OF THIS CONFLICT OF INTEREST POLICY. THIS REVIEW SHOULD BE COMPLETED IN LINE WITH OTHER GOVERNANCE ACTIVITIES AND BE RECORDED IN THE MINUTES OF REGULAR MEETINGS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE BOARD REVIEWS AND APPROVES THE CEO'S COMPENSATION ANNUALLY, END OF Q1 OR EARLY IN Q2. THE EXECUTIVE BOARD REVIEWS GUIDELINES PROVIDED BY THE NATIONAL YMCA FOR COMPARABLE COMPENSATION OF OTHER YMCA'S DIRECTORS BY COMPARABLE ORGANIZATION SIZE. REVIEW IS DISCUSSED WITH CEO AND PAPERWORK IS FILED IN EMPLOYEE'S PERSONNEL FILE. ANY WAGE ADJUSTMENTS ARE EMAILED BY BOARD PRESIDENT TO PAYROLL HEAD. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS OF THE ORGANIZATION ARE AVAILABLE FOR VIEWING UPON REQUEST AT THE ORGANIZATION'S BUSINESS OFFICE DURING NORMAL BUSINESS HOURS. WINONA FAMILY YMCA SUPPORT CORPORATION 207 WINONA STREET WINONA MN 55987 834548908 TO SUPPORT AND CARRY OUT THE PURPOSES OF THE WINONA FAMILY YMCA INC MN 501(C)(3) LINE 12A, I N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1