GENEVA LAKES FAMILY YMCA ENDOWMENT CORP: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
GENEVA LAKES FAMILY YMCA ENDOWMENT CORP (EIN 93-0788441)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-07-26
IRS object ID
202312079349200821
Schema version
2022v5.0
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)
Return2023-07-26T10:42:29-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-07-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastMCCONNELLPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY OTTE CPAPreparerPersonNm
PTINP01071963PTIN
Phone2622491100PhoneNum
Preparation2023-07-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

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$34,436GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$34,436ContributionsGiftsGrantsEtcAmt
Total Revenue$34,436TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$250FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$28,130OtherExpensesTotalAmt
Total Expenses$28,380TotalExpensesAmt
Excess Or Deficit For Year$6,056ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$213,090NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$219,146NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$213,090BOYAmt
EOY$219,146EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$213,090BOYAmt
EOY$219,146EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$213,090BOYAmt
EOY$219,146EOYAmt
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 Minus2 Years$107,395CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$105,919CurrentTaxYearMinus1YearAmt
Current Tax Year$34,436CurrentTaxYearAmt
Total$247,750TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$107,395CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$105,919CurrentTaxYearMinus1YearAmt
Current Tax Year$34,436CurrentTaxYearAmt
Total$247,750TotalAmt

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$247,750PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$45CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$61CurrentTaxYearMinus1YearAmt
Total$106TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$45CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$61CurrentTaxYearMinus1YearAmt
Total$106TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$107,440CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$105,980CurrentTaxYearMinus1YearAmt
Current Tax Year$34,436CurrentTaxYearAmt
Total$247,856TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99960PublicSupportCY509Pct
Public Support PY5090.99950PublicSupportPY509Pct
Investment Income CY0.00040InvestmentIncomeCYPct
Investment Income PY0.00050InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESFormAndLineReferenceDesc
ExplanationDESCRIPTION: DUES, FEES, ETC.. AMOUNT: 361. DESCRIPTION: UNREALIZED GAIN/LOSS ON INVESTMENTS. AMOUNT: 27,769. TOTAL TO FORM 990-EZ, LINE 16: 28,130.ExplanationTxt

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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