YOUNG MENS CHRISTIAN ASSN WESTPORT: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- YOUNG MENS CHRISTIAN ASSN WESTPORT (EIN 06-0646989)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202423179349304517
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T11:58:27-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 CHURCH STREET 12TH FLOOR | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060646989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNG MENS CHRISTIAN ASSOCIATION OF | BusinessNameLine1Txt |
| Business Name Line2 | WESTPORT/WESTON CT INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YOUN | BusinessNameControlTxt |
| Phone | 2032268981 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 ALLEN RAYMOND LANE | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLEN HALE | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2032268981 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOLANTA TUCK CPA | PreparerPersonNm |
| PTIN | P01340068 | PTIN |
| Phone | 9592007000 | PhoneNum |
| Preparation | 2024-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GLEN HALE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 ALLEN RAYMOND LANE | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,719,139 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WESTPORTY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | THE WESTPORT WESTON FAMILY YMCA ENRICHES THE COMMUNITY BY PROMOTING YOUTH DEVELOPMENT, HEALTHY LIVING AND SOCIAL RESPONSIBILITY | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 530 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,779,160 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,197,953 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,150,059 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,138,252 | CYProgramServiceRevenueAmt |
| PY Investment Income | $214,306 | PYInvestmentIncomeAmt |
| CY Investment Income | $292,169 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,377 | PYOtherRevenueAmt |
| CY Other Revenue | -$105,535 | CYOtherRevenueAmt |
| PY Total Revenue | $11,151,902 | PYTotalRevenueAmt |
| CY Total Revenue | $13,522,839 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $300,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $315,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,964,083 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,012,628 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $679,716 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,721,973 | PYOtherExpensesAmt |
| CY Other Expenses | $6,804,766 | CYOtherExpensesAmt |
| PY Total Expenses | $10,986,056 | PYTotalExpensesAmt |
| CY Total Expenses | $13,132,394 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $165,846 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $390,445 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $68,804,269 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,119,494 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,995,965 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,374,303 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $51,808,304 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $52,745,191 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE WESTPORT WESTON FAMILY YMCA ENRICHES THE COMMUNITY BY DEVELOPING AND NURTURING YOUTH, PROMOTING HEALTHY LIVING FOR ALL AND FOSTERING SOCIAL RESPONSIBILITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,999,471 | ExpenseAmt |
| Grant | $315,000 | GrantAmt |
| Revenue | $9,702,291 | RevenueAmt |
| Desc | OUR PROGRAM AND SERVICE OFFERINGS: WE DELIVERED ON OUR MISSION THROUGH THE VARIOUS PROGRAMS AND SERVICES OFFERED AT THE WESTPORT WESTON FAMILY YMCA. HEALTH AND WELL BEING FOR ALL: THE ASSOCIATION VIEWS HEALTH HOLISTICALLY: A HEALTHY PERSON HAS UNITY OF BODY, MIND, AND SPIRIT. THE ASSOCIATION HAS IDENTIFIED THE GROWING NATIONAL OBESITY RATES IN THIS COUNTRY AS A CRITICAL SOCIAL ISSUE THAT MUST BE ADDRESSED AND OUR HEALTH AND WELL BEING PROGRAMS ARE DESIGNED TO HELP PEOPLE DEVELOP NEW SKILLS AND GROW IN SPIRIT, MIND AND BODY BY SETTING REALISTIC GOALS FOR SELF IMPROVEMENT AND DISEASE PREVENTION THROUGH AN ACTIVE LIFESTYLE, PROPER NUTRITION, STRESS MANAGEMENT, AND HEALTH EDUCATION. THE ASSOCIATION PROGRAMS PROMOTE INTERACTION, TEAMWORK, AND DEVELOPMENT OF MORAL AND ETHICAL BEHAVIOR, SOCIAL SKILLS AND SELF ESTEEM. WE SERVE ALL AGES, ABILITIES, RACES, NATIONALITIES AND RELIGIONS AND PROVIDE FINANCIAL ASSISTANCE TO THOSE WHO NEED IT. OUR PROGRAMS ENCOMPASS: AQUATICS WATER EDUCATION; INSTRUCTIONAL CLASSES; AQUA-FITNESS; HYDRO-THERAPY; COMPETITIVE SWIMMING ALL STAFF CPR AND FIRST-AID TRAINED; LIFE GUARDS RED CROSS LIFE GUARD CERTIFIED; GENERAL INSTRUCTORS RED CROSS LIFE GUARD CERTIFIED OR WSI CERTIFIED MAHACKENO OUTDOOR CENTER: SIX-LANE OUTDOOR POOL OPEN FROM MEMORIAL DAY THROUGH LABOR DAY AND USED FOR INSTRUCTIONAL AND RECREATIONAL SWIMMING. FITNESS PROMOTES GOOD HEALTH THROUGH REGULAR EXERCISE FITNESS CENTER INCLUDES FULL COMPLEMENT OF CIRCUIT AND FREE WEIGHT EQUIPMENT.; SEPARATE AREA FOR STRETCHING AND FLOOR EXERCISES FITNESS PROGRAMS INCLUDE AEROBICS, CARDIO WORKOUTS, PILATES, CYCLING, WELLNESS PROGRAMS INCLUDE HOLISTIC NUTRITION COUNSELING, WEIGHT LOSS, YOGA PROGRAMS GEARED TO CHILDREN, TWEENS/TEENS, ADULTS AND SENIORS INCLUDING STRENGTH TRAINING, CONDITIONING, RACQUET SPORTS ALL STAFF ARE CPR CERTIFIED AND EXPERIENCED/CERTIFIED IN THEIR SPECIALTY AREA SPORTS AND RECREATION.PROGRAMS OFFERED FOR ALL AGES AND ABILITIES FROM TODDLERS THROUGH HIGH SCHOOL HIGHLY EXPERIENCED AND SAFETY CERTIFIED COACHES IDENTIFY INDIVIDUAL STRENGTHS AND HELP STUDENTS EXCEL WITH EMPHASIS ON FUN, MOVEMENT AND FUNDAMENTALS COMPETITION GYMNASTIC PROGRAM FOR GYMNASTS SERIOUSLY COMMITTED TO DEVELOPING PERFECTING AND COMPETING AT THE HIGHER LEVELS OF GYMNASTICS; GYMNASTS EVALUATED BY THE COACH OR MOVE UP THROUGH THE SKILL CLASSES TO JOIN THIS PROGRAM DEVELOPMENT OF UNDERSTANDING, COMPANIONSHIP BALLET, POINTE, JAZZ MODERN, HIP HOP AND CREATIVE CHILDREN'S CLASSES FOR CHILDREN, TEENS, AND ADULTS PROGRAMS FOR ADULTS. CHILDREN AND PARENT/CHILD: BASKETBALL, VOLLEYBALL, BADMINTON, GYMNASTICS, KARATE STAFF INCLUDE PHYSICAL EDUCATION INSTRUCTORS/TEACHERS AND COACHES MEMBERSHIP SERVICE MEMBERSHIP SERVICE PROVIDES ASSISTANCE TO ALL MEMBERS AND SUPPORTS THE MEMBERS IN THEIR ACTIVITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,230,946 | ExpenseAmt |
| Revenue | $1,452,426 | RevenueAmt |
| Desc | CHILD CARE AND DAY CAMPING WE OFFER HIGH QUALITY CHILD CARE ACTIVITIES FOR SCHOOL AGE CHILDREN FROM ALL SEGMENTS OF OUR COMMUNITY. WOVEN INTO THE FABRIC OF THE ASSOCIATION'S MISSION IS A COMMITMENT TO STRENGTHENING FAMILIES. OUR SUMMER DAY CAMP OFFERS ADVENTURE AND LEARNING ACTIVITIES THAT PROVIDE CHALLENGE, EDUCATION, AND PROMOTE SPIRITUAL AWARENESS, MENTAL DEVELOPMENT, PHYSICAL WELL-BEING, SOCIAL GROWTH, AND SELF-RESPECT. OUR CAMP PROVIDES A REVERENCE FOR NATURE AND RESPECT FOR THE INTER-RELATEDNESS OF ALL LIVING THINGS ON EARTH. OUR CAMP IS OPEN TO ALL, REGARDLESS OF INCOME OR SPECIAL NEEDS, SO THAT CHILDREN APPRECIATE DIVERSITY, BECOME COMMUNITY LEADERS AND DEVELOP LIFELONG VALUES. CHILD CARE AND SCHOOL AGE PROMOTES SOCIAL, COGNITIVE AND PHYSICAL DEVELOPMENT OF EACH CHILD; FOSTERS FAMILY PARTICIPATION CHILD CARE ACCREDITED BY THE NATIONAL ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN MORE THAN 200 FAMILIES AFTER SCHOOL CARE PROGRAM SERVES WESTPORT AND WESTON CHILDREN K-6 AT LOCAL SCHOOL WITH ACTIVITIES, INSTRUCTIONAL AND RECREATIONAL SWIMMING, HOMEWORK HELP EVERY TEACHER HOLDS A COLLEGE DEGREE, PARTICIPATES IN ONGOING STAFF DEVELOPMENT AND RECEIVES SPECIALIZED TRAINING INCLUDING CPR, FIRST AID AND IDENTIFYING AND REPORTING ABUSE AND NEGLECT MAHACKENO OUTDOOR CENTER 32-ACRES ON SHORES OF THE SAUGATUCK RIVER WOODED OUTDOOR RESERVE OPEN YEAR ROUND AS AN OUTDOOR CENTER AND IN SUMMER FOR DAY CAMP OUTDOOR ACTIVITIES AND CAMPING PROGRAMS ARE EDUCATIONAL AND PROMOTE MENTAL DEVELOPMENT, PHYSICAL WELL-BEING, SOCIAL GROWTH AND RESPECT FOR ENVIRONMENT ACCREDITED BY AMERICAN CAMPING ASSOCIATION ACA ONLY NATIONAL ORGANIZATION WHICH ESTABLISHES UNIFORM STANDARDS FOR CAMPS EMBRACES DIVERSITY AND OFFERS OPPORTUNITY FOR INTERACTION WITH PEOPLE WHO ARE DIFFERENT THROUGH SPECIAL CARES PROGRAM FOR PHYSICALLY AND MENTALLY DISADVANTAGED CHILDREN AND CHAMPION A CAMPER PROGRAM FOR INNER-CITY CHILDREN. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,230,417 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 45 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 530 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLEN HALE | PersonNm |
| Phone | 2032268981 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 ALLEN RAYMOND LANE | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ALCE FOEGE | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDY MCNAB | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA WIEDERECHT | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN CAREY | ||||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| CATHY KIM WALKER | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DANI SCHWARTZ | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANE DUBOVY BENKE | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| HENRY GROSSBERG | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES ADAMS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JAY NORRIS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER BAGNATO | ||||||||
| SECOND VICE PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JOHN GREENSPAN | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN MANELA | ||||||||
| BOARD MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | 2.00 | ||
| JULIANE SUNDERLAND | ||||||||
| PRESIDENT | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | 2.00 | |
| JULIE TUTTLE | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHRYN GUSSEN | ||||||||
| BOARD MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | 2.00 | ||
| KRISTIN MCKINNEY | ||||||||
| SECRETARY | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LAUREN KARPF | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LIBBY MCKINNEY TRITSCHLER | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MELANIE OBERMAN | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL FITZMAURICE | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PAMELYNN SCHWARTZ | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER MASANOTTI | ||||||||
| FIRST VICE PRESIDENT | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RENEE PLATO | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| TOBIAS REISS-SCHMIDT | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ANJALI MCCORMICK | ||||||||
| CHIEF EXECUTIVE OFFICER | 50.00 | $283,213 | $0 | $41,248 | Yes (X) | 1.00 | ||
| GLEN HALE | ||||||||
| CHIEF FINANCIAL OFFICER | 50.00 | $152,643 | $0 | $33,310 | Yes (X) | 1.00 | ||
| BRIAN KUZMIAK | ||||||||
| HUMAN RESOURCES DIRECTOR | 50.00 | $112,324 | $0 | $17,069 | Yes (X) | |||
| CHRISTINA ILLUM SCHERWIN | ||||||||
| CHIEF OPERATING OFFICER | 50.00 | $142,985 | $0 | $369 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $691,165 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $91,996 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CITY WIDE FACILITY SOLUTIONS | |||||
| 37 NORTH AVE SUITE 202 | NORWALK | CT | 06851 | FACILITY CLEANING | $302,371 |
| CONTROLLED AIR | |||||
| PO BOX 2200 | HARTFORD | CT | 06145 | HVAC REPAIR SERVICES | $243,637 |
| CLEAN WATER OPS | |||||
| 358 CHESTNUT HILL AV SUITE 2048 | BOSTON | MA | 02135 | SEPTIC SYSTEM MAINTENANCE | $164,538 |
| T PALMER LANDSCAPING CO | |||||
| 489 NORTH MAIN STREET | WESTPORT | CT | 06880 | LANDSCAPING SERVICES | $133,878 |
| CONNECTICUT CUSTOM AQUATICS | |||||
| 8 MASSIMO DRIVE | NORTH HAVEN | CT | 06473 | SWIMMING POOL SERVICE | $124,910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $203,288 | FundraisingAmt |
| Related Organizations | $1,464,996 | RelatedOrganizationsAmt |
| Government Grants | $23,276 | GovernmentGrantsAmt |
| All Other Contributions | $506,393 | AllOtherContributionsAmt |
| Noncash Contributions | $51,849 | NoncashContributionsAmt |
| Total Contributions | $2,197,953 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HEALTHY LIVING | 813410 | $4,842,913 | $4,842,913 |
| YOUTH DEVELOPMENT | 813410 | $4,358,174 | $4,358,174 |
| SOCIAL RESPONSIBILITY | 813410 | $1,937,165 | $1,937,165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,138,252 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $266,413 | TotalRevenueColumnAmt |
| Exclusion | $266,413 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,756 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,756 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,756 | TotalRevenueColumnAmt |
| Exclusion | $25,756 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $74,300 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $203,288 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $196,300 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$122,000 | TotalRevenueColumnAmt |
| Exclusion | -$122,000 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,465 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,465 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $16,465 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,522,839 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,154,717 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $170,169 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,000 | TotalAmt |
| Program Services | $315,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $510,414 | TotalAmt |
| Program Services | $415,230 | ProgramServicesAmt |
| Management And General | $61,651 | ManagementAndGeneralAmt |
| Fundraising | $33,533 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,761,745 | TotalAmt |
| Program Services | $3,905,117 | ProgramServicesAmt |
| Management And General | $528,978 | ManagementAndGeneralAmt |
| Fundraising | $327,650 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,600 | TotalAmt |
| Program Services | $90,368 | ProgramServicesAmt |
| Management And General | $20,694 | ManagementAndGeneralAmt |
| Fundraising | $5,538 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,619 | TotalAmt |
| Program Services | $201,211 | ProgramServicesAmt |
| Management And General | $46,078 | ManagementAndGeneralAmt |
| Fundraising | $12,330 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,250 | TotalAmt |
| Program Services | $287,567 | ProgramServicesAmt |
| Management And General | $59,569 | ManagementAndGeneralAmt |
| Fundraising | $17,114 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,895 | TotalAmt |
| Management And General | $15,895 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,600 | TotalAmt |
| Management And General | $54,600 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $542,814 | TotalAmt |
| Program Services | $183,040 | ProgramServicesAmt |
| Management And General | $315,547 | ManagementAndGeneralAmt |
| Fundraising | $44,227 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,662 | TotalAmt |
| Program Services | $6,745 | ProgramServicesAmt |
| Management And General | $82,482 | ManagementAndGeneralAmt |
| Fundraising | $56,435 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,922,013 | TotalAmt |
| Program Services | $1,657,797 | ProgramServicesAmt |
| Management And General | $262,711 | ManagementAndGeneralAmt |
| Fundraising | $1,505 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,687 | TotalAmt |
| Program Services | $56,921 | ProgramServicesAmt |
| Management And General | $3,704 | ManagementAndGeneralAmt |
| Fundraising | $62 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $872,965 | TotalAmt |
| Program Services | $806,954 | ProgramServicesAmt |
| Management And General | $66,011 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,652 | TotalAmt |
| Program Services | $89,321 | ProgramServicesAmt |
| Management And General | $23,173 | ManagementAndGeneralAmt |
| Fundraising | $158 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,782,053 | TotalAmt |
| Program Services | $1,562,504 | ProgramServicesAmt |
| Management And General | $218,123 | ManagementAndGeneralAmt |
| Fundraising | $1,426 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,780 | TotalAmt |
| Program Services | $250,130 | ProgramServicesAmt |
| Management And General | $80,777 | ManagementAndGeneralAmt |
| Fundraising | $873 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT EXPENSE | $526,223 | $106,416 | $328,127 | $91,680 |
| SUPPLIES | $382,484 | $264,807 | $30,900 | $86,777 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,938 | TotalAmt |
| Program Services | $31,289 | ProgramServicesAmt |
| Management And General | $23,241 | ManagementAndGeneralAmt |
| Fundraising | $408 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,132,394 | TotalAmt |
| Program Services | $10,230,417 | ProgramServicesAmt |
| Management And General | $2,222,261 | ManagementAndGeneralAmt |
| Fundraising | $679,716 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,897,708 | BOYAmt |
| EOY | $1,506,092 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,366 | BOYAmt |
| EOY | $34,360 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,745 | BOYAmt |
| EOY | $177,264 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,822 | BOYAmt |
| EOY | $22,094 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $71,094,895 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,431,269 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,168,654 | BOYAmt |
| EOY | $59,663,626 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,952,180 | BOYAmt |
| EOY | $7,073,342 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $647,794 | BOYAmt |
| EOY | $642,716 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,804,269 | BOYAmt |
| EOY | $69,119,494 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $510,518 | BOYAmt |
| EOY | $558,984 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $701,300 | BOYAmt |
| EOY | $494,513 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,587,157 | BOYAmt |
| EOY | $15,221,143 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,990 | BOYAmt |
| EOY | $99,663 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,995,965 | BOYAmt |
| EOY | $16,374,303 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,781,421 | BOYAmt |
| EOY | $48,216,569 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,026,883 | BOYAmt |
| EOY | $4,528,622 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,808,304 | BOYAmt |
| EOY | $52,745,191 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,804,269 | BOYAmt |
| EOY | $69,119,494 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $390,445 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $546,442 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,646,571 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $995,586 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,904,262 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,779,160 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,197,953 | CurrentTaxYearAmt |
| Total | $10,523,532 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,646,571 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $995,586 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,904,262 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,779,160 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,197,953 | CurrentTaxYearAmt |
| Total | $10,523,532 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $10,523,532 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $158,507 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $452,234 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $178,317 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $215,566 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $266,413 | CurrentTaxYearAmt |
| Total | $1,271,037 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,065 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $7,441 | CurrentTaxYearMinus2YearsAmt |
| Total | $42,506 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,084 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,005 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,127 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,642 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,465 | CurrentTaxYearAmt |
| Total | $101,323 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,938,398 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $39,229,811 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88150 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82370 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2019 AMOUNT: $ 21,084. 2020 AMOUNT: $ 13,005. 2021 AMOUNT: $ 32,127. 2022 AMOUNT: $ 18,642. 2023 AMOUNT: $ 16,465. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,336,232 | OtherCostOrOtherBasisAmt |
| Book Value | $4,336,232 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $63,689,016 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,508,817 | DepreciationAmt |
| Book Value | $54,180,199 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,741,281 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,594,086 | DepreciationAmt |
| Book Value | $1,147,195 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $328,366 | OtherCostOrOtherBasisAmt |
| Depreciation | $328,366 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $59,663,626 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASES | Desc |
| Amt | $99,663 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $99,663 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION AND FOUNDATION (BOTH CONNECTICUT CORPORATIONS) ARE TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE STATUTES AND GENERALLY ARE NOT SUBJECT TO INCOME TAXES. THE ASSOCIATION AND FOUNDATION ARE NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THEIR TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2023, BOTH THE ASSOCIATION AND FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS AND DO NOT EXPECT THIS TO CHANGE IN THE NEXT 12 MONTHS. THE ASSOCIATION'S 2020 THROUGH 2023 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE ("IRS"). THE FOUNDATION'S FEDERAL INFORMATION RETURNS PRIOR TO 2020 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE ORGANIZATION HAS UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENT OF FINANCIAL POSITION. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $30,340 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $22,540 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $7,800 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $18,143 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $10 | OtherDirectExpensesEvent1Amt |
| Event2 | 100TH ANNIVERSARY GALA | Event2Nm |
| Gross Receipts Event2 | $247,248 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $180,748 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $66,500 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $59,505 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $118,642 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $277,588 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $203,288 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $74,300 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $77,648 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $118,652 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $196,300 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$122,000 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| A BETTER CHANCE OF WESTPORT | ||||||||
| PO BOX 2153 | WESTPORT | CT | 06880 | 061603592 | 501(C)3 | $7,000 | $0 | THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. |
| ACHIEVEMENT FIRST INC | ||||||||
| 370 JAMES STREET | NEW HAVEN | CT | 06513 | 651203744 | 501(C)3 | $10,000 | $0 | THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. |
| ADAM J LEWIS ACADEMY INC | ||||||||
| 500 STATE STREET | BRIDGEPORT | CT | 06604 | 453859735 | 501(C)3 | $24,000 | $0 | THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. |
| BRIDGEPORT CARIBE YOUTH LEADERS INC | ||||||||
| 1067 PARK AVENUE | BRIDGEPORT | CT | 06604 | 200421577 | 501(C)3 | $6,000 | $0 | THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. |
| CARVER FOUNDATION OF NORWALK INC | ||||||||
| 7 ACADEMY STREET | NORWALK | CT | 06850 | 060862072 | 501(C)3 | $24,000 | $0 | THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. |
| FAMILY & CHILDREN'S AGENCY INC | ||||||||
| 9 MOTT AVENUE | NORWALK | CT | 06850 | 060970985 | 501(C)3 | $7,500 | $0 | THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. |
| HALL NEIGHBORHOOD HOUSE INC | ||||||||
| 52 GEORGE E PIPKINS WAY | BRIDGEPORT | CT | 06608 | 060676851 | 501(C)3 | $7,500 | $0 | THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. |
| HORIZONS AT GREENS FARMS ACADEMY | ||||||||
| 35 BEACHSIDE AVENUE | WESTPORT | CT | 06880 | 060733693 | 501(C)3 | $15,000 | $0 | THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. |
| HORIZONS AT NOTRE DAME | ||||||||
| 220 JEFFERSON STREET | FAIRFIELD | CT | 06825 | 061083785 | 501(C)3 | $7,500 | $0 | THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. |
| HOUSATONIC COMMUNITY COLLEGE FOUNDATION | ||||||||
| 900 LAFAYETTE BOULEVARD | BRIDGEPORT | CT | 06607 | 061291848 | 501(C)3 | $10,000 | $0 | THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. |
| KIDS EMPOWERED BY YOUR SUPPORT | ||||||||
| PO BOX 532 | NEW CANAAN | CT | 06840 | 204846463 | 501(C)3 | $8,000 | $0 | THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. |
| NORWALK HOUSING FOUNDATION | ||||||||
| 24 1/2 MONROE STREET | NORWALK | CT | 06610 | 066000414 | 501(C)3 | $10,000 | $0 | THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. |
| MERCY LEARNING CENTER OF BRIDGEPORT INC | ||||||||
| 637 PARK AVENUE | BRIDGEPORT | CT | 06604 | 222859879 | 501(C)3 | $24,000 | $0 | THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. |
| MORRY'S CAMP INC | ||||||||
| 1 GATEWAY PLAZA | PORT CHESTER | NY | 10573 | 133851126 | 501(C)3 | $23,000 | $0 | THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. |
| NEIGHBORHOOD STUDIOS OF FAIRFIELD COUNTY | ||||||||
| 150 ELM STREET | BRIDGEPORT | CT | 06604 | 060993269 | 501(C)3 | $7,500 | $0 | THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. |
| NEW BEGINNINGS FAMILY ACADEMY | ||||||||
| 184 GARDEN STREET | BRIDGEPORT | CT | 06605 | 061578214 | 501(C)3 | $15,000 | $0 | THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. |
| NORWALK COMMUNITY COLLEGE FOUNDATION | ||||||||
| 188 RICHARDS AVE | NORWALK | CT | 06854 | 066080293 | 501(C)3 | $9,000 | $0 | THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. |
| SHEPHERDS MENTORS | ||||||||
| 299 WASHINGTON AVENUE | BRIDGEPORT | CT | 06604 | 311724639 | 501(C)3 | $12,500 | $0 | THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. |
| STAPLES TUITION GRANTS | ||||||||
| PO BOX 5159 | WESTPORT | CT | 06881 | 510182993 | 501(C)3 | $24,000 | $0 | THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. |
| THE KLEIN MEMORIAL AUDITORIUM | ||||||||
| 910 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06605 | 061474233 | 501(C)3 | $8,000 | $0 | THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. |
| WAKEMAN MEMORIAL ASSOCIATION | ||||||||
| 268 POST ROAD | FAIRFIELD | CT | 06824 | 060662198 | 501(C)3 | $15,000 | $0 | THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 31 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THERE IS A COMMITTEE OF VOLUNTEERS WHO REVIEW, VISIT, AND EVALUATE ALL THE GRANT APPLICATIONS. THE ORGANIZATIONS MUST BE: 501C3 ORGANIZATIONS IN WESTPORT, WESTON, WILTON, NORWALK, FAIRFIELD, BRIDGEPORT SERVING CHILDREN AND/OR YOUNG ADULTS WHOSE PURPOSE IS TO PROVIDE GRANTS TO ORGANIZATIONS THAT FOCUS ON CLOSING THE "ACHIEVEMENT GAP" IN EDUCATION. GRANTS ARE INTENDED TO ENHANCE EDUCATIONAL OPPORTUNITIES IN A TRANSFORMATIONAL WAY AND, AS A RESULT, MAY INCLUDE A WIDE RANGE OF PROGRAMS. THOSE WHO RECEIVED GRANTS WILL HAVE TO SUBMIT AN INITIAL REPORT AND A FINAL REPORT ON PROJECT/PROGRAM FUNDED BY THE BFSRF THAT WILL INCLUDE HOW FUNDS HAVE BEEN USED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANJALI MCCORMICK | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $262,613 | $0 | $20,600 | $0 | $0 | $0 | $28,750 | $0 | $12,498 | $0 | $324,461 | $0 | $0 | $0 |
| GLEN HALE | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $152,643 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $33,310 | $0 | $185,953 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE CEO RECEIVED A BOARD APPROVED BONUS WHICH WAS REPORTED IN HIS 2023 W2. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 060806186 | BondIssuerEIN |
| Bond Issued | 2019-11-14 | BondIssuedDt |
| Issue Price | $16,145,059 | IssuePriceAmt |
| Purpose | FINANCE THE CONSTRUCTION AND RENOVATION OF YMCA FACILITY | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $923,916 | RetiredAmt |
| Total Proceeds | $16,145,059 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $188,203 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $16,145,059 | CapitalExpendituresAmt |
| Substantial Completion | 2020 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $51,849 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | LIBBY MCKINNEY TRITSCHLER AND KRISTIN MCKINNEY SHARE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | ALL MEMBERS IN GOOD STANDING WHO ARE 18 YEARS OF AGE AND OVER SHALL HAVE THE RIGHT TO VOTE AND HOLD OFFICE. AT THE ANNUAL MEETING OF THE ASSOCIATION, THE NOMINEES FOR MEMBERSHIP TO THE BOARD OF DIRECTORS SHALL BE VOTED UPON BY MEMBERS IN GOOD STANDING. |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL MEMBERS IN GOOD STANDING WHO ARE 18 YEARS OF AGE AND OVER SHALL HAVE THE RIGHT TO VOTE AND HOLD OFFICE. AT THE ANNUAL MEETING OF THE ASSOCIATION, THE NOMINEES FOR MEMBERSHIP TO THE BOARD OF DIRECTORS SHALL BE VOTED UPON BY MEMBERS IN GOOD STANDING. |
| FORM 990, PART VI, SECTION A, LINE 7B | ALL MEMBERS IN GOOD STANDING WHO ARE 18 YEARS OF AGE AND OVER SHALL HAVE THE RIGHT TO VOTE AND HOLD OFFICE. AT THE ANNUAL MEETING OF THE ASSOCIATION, THE NOMINEES FOR MEMBERSHIP TO THE BOARD OF DIRECTORS SHALL BE VOTED UPON BY MEMBERS IN GOOD STANDING. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS REVIEWED BY THE AUDIT COMMITTEE AND PRESENTED TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING THE FORM. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY AND ALL OFFICERS, DIRECTORS, TRUSTEES, AND SENIOR MANAGEMENT STAFF MUST SIGN THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FOLLOWING COMPENSATION POLICY HAS BEEN ESTABLISHED FOR THE SENIOR MANAGEMENT STAFF. OBJECTIVE TO ENABLE THE WESTPORT WESTON FAMILY YMCA TO ATTRACT, MOTIVATE AND RETAIN THE EXECUTIVE TALENT NEEDED TO CARRY OUT ITS MISSION WHILE STAYING WITHIN INTERMEDIATE SANCTIONS REGULATIONS. MISSION THE WESTPORT WESTON FAMILY YMCA RECOGNIZES THAT IN ORDER TO CARRY OUT ITS MISSION, CONTRIBUTED SUPPORT AND EARNED INCOME SHOULD BE UTILIZED TO PROVIDE THE HIGHEST QUALITY SERVICES POSSIBLE WHILE MAKING THEM AFFORDABLE TO ALL. THE WESTPORT WESTON FAMILY YMCA RECOGNIZES THAT EXCESSIVE COMPENSATION WILL DIMINISH THE YMCA'S ABILITY TO PROVIDE THE FUNDS NECESSARY TO CARRY OUT ITS MISSION. DISQUALIFIED PERSONS CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF DEVELOPMENT OFFICER EXCESSIVE BENEFIT TRANSACTIONS (EBT) 1. EBT'S RESULT WHEN THE ECONOMIC BENEFIT TO THE DISQUALIFIED PERSON EXCEEDS "THE FAIR MARKET VALUE OF THE GOODS AND SERVICES PROVIDED. 2. EBT INCLUDES THE FOLLOWING TYPES OF COMPENSATION AND BENEFITS COMPONENTS: BASE SALARY INCENTIVE COMPENSATION/BONUSES BENEFITS AND PERQUISITES (INCLUDING RETIREMENT BENEFITS) SEVERANCE PAYMENTS DEFERRED COMPENSATION INSURANCE PREMIUMS APPROVAL BODY 1. COMPENSATION SHALL BE REVIEWED AND APPROVED BY AN AUTHORIZED BOARD COMMITTEE -EXECUTIVE COMMITTEE. 2. COMMITTEE MEMBERS MUST BE INDEPENDENT AND NON-EMPLOYEES 3. COMMITTEE MEMBERS MUST HAVE NO CONFLICTS OF INTEREST; BUSINESS RELATIONSHIP, FAMILY MEMBER, NO MATERIAL INTEREST IN THE TRANSACTION. COMPARABILITY DATA COMPARABILITY DATA SHOULD BE COMPRISED OF THE FOLLOWING *COMPENSATION PAID BY SIMILARLY SITUATED ORGANIZATIONS, *FUNCTIONALLY COMPARABLE POSITIONS *INDEPENDENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS *SIZE AND COMPLEXITY OF ORGANIZATION *GEOGRAPHIC AREA *QUALIFICATIONS AND/OR PERFORMANCE OF THE INCUMBENT *ALL ELEMENTS OF COMPENSATION (SEE EBT) DOCUMENTATION THE COMPENSATION DECISIONS OF THE EXECUTIVE COMMITTEE SHOULD BE ADEQUATELY DOCUMENTED INCLUDING THE FOLLOWING: *TERMS OF TRANSACTIONS *COMPENSATION TIED TO PERFORMANCE, *DATE OF APPROVAL *COMMITTEE MEMBERS PRESENT, *COMMITTEE MEMBERS VOTING OR ABSTAINING *DESCRIPTION OF COMPARABILITY DATA AND HOW IT WAS OBTAINED *ACTIONS TAKEN BY MEMBERS WITH A CONFLICT OF INTEREST MARKETPLACE COMPARISON THE FOLLOWING SOURCES WILL BE UTILIZED FOR COMPARABILITY DATA: 1.YUSA *COMPENSATION LEVELS FOR YMCA'S IN CONNECTICUT WITH BUDGET SIZES GREATER THAN $6,000,000 *YMCA'S IN THE STATES OF NEW YORK, MASSACHUSETTS, NEW JERSEY WITH BUDGET SIZES BETWEEN $6,000,000 AND $10,000,000. 2. LOCAL POSITIONS *EXECUTIVE DIRECTOR OF WESTPORT LIBRARY ASSOCIATION INC. *EXECUTIVE DIRECTOR OF WESTPORT COUNTRY PLAYHOUSE INC. COMPENSATION 1.COMPENSATION ADJUSTMENTS WILL REWARD OUTSTANDING PERFORMERS AND PROVIDE APPROPRIATE SIGNALS TO STAFF MEMBERS NEEDING IMPROVEMENT. 2.COMPENSATION WILL BE LINKED TO AN ANNUAL PERFORMANCE MANAGEMENT PROCESS, WITH INDIVIDUAL AND ORGANIZATIONAL GOALS. 3.COMPENSATION ADJUSTMENTS WILL BE BASED ON ACHIEVEMENT OF THOSE GOALS 4.SALARIES APPROPRIATE TO PROFESSIONAL AREAS/POSITIONS WILL BE INDIVIDUALLY COMPARED TO THE REGIONAL MARKETPLACE. 5.THE WESTPORT WESTON FAMILY YMCA WILL UTILIZE THE MARKETPLACE IN ESTABLISHING SALARY RANGES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 290 WILTON ROAD LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 ALLEN RAYMOND LANE | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475151325 | EIN |
| Primary Activities | PURCHASE AND HOLD PROPERTY FOR FUTURE USE BY THE ASSOCIATION | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $2,846,037 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YMCA OF WESTPORTWESTON INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTPORT WESTON FAMILY YMCA FDN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 ALLEN RAYMOND LANE | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813028694 | EIN |
| Primary Activities | TYPE 1 ORG FOR YMCA OF WESTPORT | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YMCA OF WESTPORT WESTON CT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WESTPORT WESTON FOUNDATION | ||
| C | $1,464,996 | FMV |
| WESTPORT WESTON FOUNDATION | ||
| D | $164,577 | FMV |
| WESTPORT WESTON FOUNDATION | ||
| E | $100,511 | FMV |
Comments