GENEVA LAKES FAMILY YMCA ENDOWMENT CORP: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
GENEVA LAKES FAMILY YMCA ENDOWMENT CORP (EIN 93-0788441)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-08-07
IRS object ID
202432209349201063
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-07T15:16:30-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391971296PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHAMBERLAIN OTTE CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1421 BROAD ST SUITE 100AddressLine1Txt
CityLAKE GENEVACityNm
State AbbreviationWIStateAbbreviationCd
ZIP53147ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN930788441EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GENEVA LAKES FAMILY YMCABusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGENEBusinessNameControlTxt
Phone2622486211PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1203 S WELLS STREETAddressLine1Txt
CityLAKE GENEVACityNm
State AbbreviationWIStateAbbreviationCd
ZIP53147ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID MCCONNELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2622486211PhoneNum
Signature2024-08-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY OTTE CPAPreparerPersonNm
PTINP01071963PTIN
Phone2622491100PhoneNum
Preparation2024-08-05PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$32,831GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$2,195ContributionsGiftsGrantsEtcAmt
Investment Income$30,580InvestmentIncomeAmt
Other Revenue Total$56OtherRevenueTotalAmt
Total Revenue$32,831TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$325FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$6OtherExpensesTotalAmt
Total Expenses$331TotalExpensesAmt
Excess Or Deficit For Year$32,500ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$219,146NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$251,646NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$219,146BOYAmt
EOY$251,646EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$219,146BOYAmt
EOY$251,646EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$219,146BOYAmt
EOY$251,646EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE FOUNDATION SHALL RAISE FUNDS TO CREATE AN ENDOWMENT FUND FOR THE GENEVA LAKES FAMILY YOUNG MEN'S CHRISTIAN ASSOCIATION, INC. ("YMCA"), A SEPARATE BUT RELATED ENTITY THAT OPERATES THE YMCA IN LAKE GENEVA, WISCONSIN. THE FUNDS RAISED SHALL BENEFIT THE CHARITABLE AND EDUCATIONAL PURPOSES OF THE YMCA.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTHE FOUNDATION SHALL RAISE FUNDS TO CREATE AN ENDOWMENT FUND FOR THE GENEVA LAKES FAMILY YOUNG MEN'S CHRISTIAN ASSOCIATION, INC. ("YMCA"), A SEPARATE BUT RELATED ENTITY THAT OPERATES THE YMCA IN LAKE GENEVA, WISCONSIN. THE FUNDS RAISED SHALL BENEFIT THE CHARITABLE AND EDUCATIONAL PURPOSES OF THE YMCA.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$0ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$0TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID MCCONNELL
PRESIDENT1.00$0$0$0
WILLIAM PRIEBE
TREASURER1.00$0$0$0
JILL HELLER
SECRETARY1.00$0$0$0
TOM NICKOLS
OFFICER1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1203 S WELLS STREETAddressLine1Txt
CityLAKE GENEVACityNm
State AbbreviationWIStateAbbreviationCd
ZIP53147ZIPCd
FieldValueIRS element (for citing)
Phone2622486211PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$107,395CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$105,919CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,436CurrentTaxYearMinus1YearAmt
Current Tax Year$2,195CurrentTaxYearAmt
Total$249,945TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$107,395CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$105,919CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,436CurrentTaxYearMinus1YearAmt
Current Tax Year$2,195CurrentTaxYearAmt
Total$249,945TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$249,945PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$45CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$61CurrentTaxYearMinus2YearsAmt
Total$106TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$45CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$61CurrentTaxYearMinus2YearsAmt
Total$106TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$107,440CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$105,980CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,436CurrentTaxYearMinus1YearAmt
Current Tax Year$2,195CurrentTaxYearAmt
Total$250,051TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99960PublicSupportCY509Pct
Public Support PY5090.99960PublicSupportPY509Pct
Investment Income CY0.00040InvestmentIncomeCYPct
Investment Income PY0.00040InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: UNREALIZED GAIN/LOSS ON INVESTMENTS. AMOUNT: 30,580.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: REFUND. AMOUNT: 56.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: DUES, FEES, ETC.. AMOUNT: 6.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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