YMCA of Greater Waukesha County

Nonprofit profile at a glance

EIN
455119441
IRS 990 coverage
2015–2025
Official website data refreshed
Sep 2026
Forms available
Form 990 2025, Form 990-T 2024
Location
New Berlin, WI, United States
Phone
262-330-5199
Rating
83
Verdict
STRONG
Rating confidence
Standard
Sector
Physical Fitness and Community Recreational Facilities
Affiliation
Christianity

Official website

Reported finances

Revenue
$23,506,534
Expenses
$23,644,485
Assets
$41,576,144
Liabilities
$4,097,970

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

28 people listed

Executive titles in this filing

  • Chris Becker (Chief Executive Officer)

Highest reported compensation

  • Chris Becker (Chief Executive Officer): $405,107 total reported compensation
  • Geoff Mertens (COO): $179,534 total reported compensation
  • Cathy O'Loughlin (Director of Finance): $121,787 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To put Christian principles into practice through programs that build healthy spirit, mind, and body for all. The Y is proud to work with several insurance programs that offer discounts, reimbursements or even free memberships to their subscribers to support you on your journey to become healthier. Each program that is offered is different, and who is covered may vary. It is highly recommended that you contact the number on your insurance card to see what specific benefits your insurance program offers. If your program is listed, please come into the Y and bring your insurance card with you. Our staff will help you get the forms filled out and walk you through the process of getting set up in your program. A group of older adults participating in a yoga class, sitting on yoga mats and performing a s.

What it reported doing in 2025

SOCIAL RESPONSIBILITY: Our YMCA believes in giving back and supporting our community. We have been listening and responding to our community's most critical social needs for more than 125 years. We develop skills through education and training and provide opportunities for people to give back and enrich our community through volunteering, mentoring and coaching. The Y provides programs and a supportive community for individuals with health issues including Parkinson's, Arthritis, Diabetes prevention, and the LiveStrong program. The Y also provides adaptive programs that serve community members with cognitive and/or physical disabilities offering wellness and enrichment classes with adaptive equipment and training. In partnership with the Armed Services YMCA and the Department of Defense, our Y is proud to offer memberships and respite childcare service to eligible military families and personnel to provide them with extra support during deployment. As part of our mission our programs are accessible, affordable, and open to all faiths, backgrounds, abilities, and income levels. We provide financial assistance to people who otherwise may not have been able to afford to participate. In 2025, over 500 service men, women and their families participated in this program. The YMCA also donates $750 to the YUSA World Vision program to help YMCA's around the world.

Operating model

Revenue model
Other-operating. 75% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 98% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and the filing does not identify recipients for some grant dollars.

Rating breakdown

  • Financial Efficiency: 80
  • Transparency & Controls: 83
  • Accountability: 95
  • Sustainability: 40
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 89.7%; rating input score 90
  • Program expense ratio: 89%; rating input score 89
  • Fundraising efficiency: $2.75 raised per $1 spent on fundraising; rating input score 6; 6th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 84.2%; rating input score 84; 1st percentile among comparable filings
  • Pay-setting controls: 6 of 6 controls in place; rating input score 100
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Pass
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 50%; rating input score 50; 17th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -0.6%; rating input score 19; 19th percentile among comparable filings
  • Total-asset coverage ratio: 1.76; rating input score 48; 48th percentile among comparable filings
  • Liabilities to assets ratio: 0.1; rating input score 67; 67th percentile among comparable filings
  • Officer compensation ratio: 3%; rating input score 73; 73rd percentile among comparable filings

Growth

  • Program expense growth: 5% per year; rating input score 100; 39th percentile among comparable filings
  • Revenue growth: 3.8% per year; rating input score 100; 30th percentile among comparable filings
  • Asset growth: 0.2% per year; rating input score 100; 8th percentile among comparable filings

Details

  • What they do: 1 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 89.7% of revenue deployed · 89% of spending went to programs
  • Governance: 23 of 23 board members independent · 8 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $21M in reported program spending
  • Leadership: top reported pay $405K · 28 people listed · 6 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $1.8M reported
  • Consistency: 46 of 50 current checks pass · 4 findings to review
  • Schedules: 8 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 10 filing years from 2015 to 2025
  • Contacts: How to reach this organization
  • Money network: 4 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Financial Efficiency: Fundraising efficiency scored 6/100.
  • Review — Transparency & Controls: Grant itemization coverage scored 50/100.
  • High — Sustainability: Operating margin scored 19/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 48/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Moderate — Transparency & Controls: Schedule D revenue reconciliation did not reconcile in the filed values.
  • Review — Transparency & Controls: Foreign grants require schedule f did not reconcile in the filed values.
  • Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.
  • High — Grant Readiness: Federal audit findings: this organization reported findings in its latest federal Single Audit.