MONTGOMERY YMCA ENDOWMENT FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MONTGOMERY YMCA ENDOWMENT FOUNDATION (EIN 51-0194498)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201931349349303048
- Schema version
- 2018v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T10:12:27-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 630781330 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALDRIDGE BORDEN & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74 COMMERCE STREET | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510194498 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YMCA ENDOWMENT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YMCA | BusinessNameControlTxt |
| Phone | 3342290005 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2336 | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY BETH HIGGINS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3342290005 | PhoneNum |
| Signature | 2019-04-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT E GRIER CPA | PreparerPersonNm |
| PTIN | P00605532 | PTIN |
| Phone | 3348346640 | PhoneNum |
| Preparation | 2019-04-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.194.9.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 10:12:27 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7391DA8944BCF345C95087F79BFFEF79996D9C32 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AF84CFA27DA61B045687EA33A2B8D80CB6842615 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GARY A COBBS | PrincipalOfficerNm |
| Gross Receipts | $613,870 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION WAS FORMED TO HOLD AND MANAGE ENDOWMENT CONTRIBUTIONS FOR THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF MONTGOMERY, ALABAMA. THE MONTGOMERY YMCA IS AN ALABAMA CORPORATION EXEMPT FROM FEDERAL TAXATION. THE MONTGOMERY YMCA STRIVES TO DEVELOP CHRISTIAN VALUES AND IMPROVE THE QUALITY OF LIFE IN THE MONTGOMERY AREA BY INVOLVING INDIVIDUALS AND FAMILIES IN PROGRAMS THAT DEVELOP SPIRIT, MIND, AND BODY. THE MONTGOMERY YMCA'S ACTIVITIES INCLUDE SERVICES TO BUILD CHARACTER, MAKE A DIFFERENCE AND CHANGE LIVES BY ENCOURAGING HEALTHY LIFESTYLES, DISEASE PREVENTION, BUILDING SELF-ESTEEM, DEVELOPING A SENSE OF BELONGING AND COMMUNITY PRIDE, YOUTH SPORTS, AQUATICS PROGRAMS, SWIM LESSONS, AFTERSCHOOL PROGRAMS, TEEN LEADERSHIP, ADULT SPORTS AND SENIOR HEALTH PROGRAMS. THE MONTGOMERY YMCA SERVES PEOPLE OF ALL AGES, RELIGIONS, RACE AND ECONOMIC BACKGROUNDS IN THE ALABAMA COUNTIES OF MONTGOMERY, ELMORE, MACON, PIKE, AND BUTLER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $31,118 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,981 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $256,704 | PYInvestmentIncomeAmt |
| CY Investment Income | $597,895 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,968 | PYOtherRevenueAmt |
| CY Other Revenue | $4,994 | CYOtherRevenueAmt |
| PY Total Revenue | $301,790 | PYTotalRevenueAmt |
| CY Total Revenue | $613,870 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $258,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $258,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,802 | PYOtherExpensesAmt |
| CY Other Expenses | $24,905 | CYOtherExpensesAmt |
| PY Total Expenses | $284,802 | PYTotalExpensesAmt |
| CY Total Expenses | $282,905 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $16,988 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $330,965 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,255,191 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,785,627 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $1,834 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,255,191 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,783,793 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION WAS FORMED TO HOLD AND MANAGE ENDOWMENT CONTRIBUTIONS FOR THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF MONTGOMERY, ALABAMA. THE MONTGOMERY YMCA IS AN ALABAMA CORPORATION EXEMPT FROM FEDERAL TAXATION. THE MONTGOMERY YMCA STRIVES TO DEVELOP CHRISTIAN VALUES AND IMPROVE THE QUALITY OF LIFE IN THE MONTGOMERY AREA BY INVOLVING INDIVIDUALS AND FAMILIES IN PROGRAMS THAT DEVELOP SPIRIT, MIND, AND BODY. THE MONTGOMERY YMCA'S ACTIVITIES INCLUDE SERVICES TO BUILD CHARACTER, MAKE A DIFFERENCE AND CHANGE LIVES BY ENCOURAGING HEALTHY LIFESTYLES, DISEASE PREVENTION, BUILDING SELF-ESTEEM, DEVELOPING A SENSE OF BELONGING AND COMMUNITY PRIDE, YOUTH SPORTS, AQUATICS PROGRAMS, SWIM LESSONS, AFTERSCHOOL PROGRAMS, TEEN LEADERSHIP, ADULT SPORTS AND SENIOR HEALTH PROGRAMS. THE MONTGOMERY YMCA SERVES PEOPLE OF ALL AGES, RELIGIONS, RACE AND ECONOMIC BACKGROUNDS IN THE ALABAMA COUNTIES OF MONTGOMERY, ELMORE, MACON, PIKE, AND BUTLER. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $278,991 | ExpenseAmt |
| Grant | $258,000 | GrantAmt |
| Desc | PROMOTING THE WELFARE OF THE YMCA OF MONTGOMERY, ALABAMA AND ENCOURAGING THE MAKING OF GIFTS AND DONATIONS FOR THE BENEFIT OF THE YMCA. | Desc |
| Total Program Service Expenses | $278,991 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY BETH HIGGINS | PersonNm |
| Phone | 3342694362 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 761 S PERRY STREEY | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|
| BOYD CHRISTENBERRY | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| TODD STRANGE | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| JAMES ANDERSON | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| ARTHUR BRITTON | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| LAURA CRUM | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| LISTON EDDINS | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| JUDGE JOEL DUBINA | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| STEVE HUMPHREY | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| ROBERT SCARBROUGH | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| KNOX KERSHAW | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| JIMMY LOWDER | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| JUNIE PIERCE | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| CINDY SOMERVILLE | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| BEVERLY MCKINNEY | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| JIMMY STUBBS | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| MAC MCLEOD | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| SIM SIPPIAL | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| RONNIE WYNN | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| LES HAYES | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| WILL SELLERS | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| KEN UPCHURCH | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| PHILIP YOUNG | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| BEN JOE CUMBUS | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| BILLY LIVINGS | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| CLARK SAHLIE | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| ED CROWELL | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| JIMMY WALTER | |||||
| TREASURER | $0 | $0 | $0 | Yes (X) | |
| HANK HUTCHINSON | |||||
| PRESIDENT | $0 | $0 | $0 | Yes (X) | |
| MARY BETH HIGGINS | |||||
| CFO | $0 | $0 | $0 | Yes (X) | |
| GARY A COBBS | |||||
| SECRETARY/CE | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $10,981 | AllOtherContributionsAmt |
| Total Contributions | $10,981 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $597,895 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $597,895 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN CSV OF LIFE INS | Desc |
| Business | 900003 | BusinessCd |
| Total Revenue Column | $4,994 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,994 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,994 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $613,870 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $602,889 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,000 | TotalAmt |
| Program Services | $258,000 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,000 | TotalAmt |
| Management And General | $3,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,959 | TotalAmt |
| Program Services | $10,959 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $914 | TotalAmt |
| Management And General | $914 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,032 | TotalAmt |
| Program Services | $10,032 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,905 | TotalAmt |
| Program Services | $278,991 | ProgramServicesAmt |
| Management And General | $3,914 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,882 | BOYAmt |
| EOY | $43,931 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,840 | BOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $557,399 | BOYAmt |
| EOY | $788,939 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,196,217 | BOYAmt |
| EOY | $2,534,629 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $441,853 | BOYAmt |
| EOY | $418,128 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,255,191 | BOYAmt |
| EOY | $3,785,627 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,834 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,834 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $418,062 | BOYAmt |
| EOY | $370,922 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,560 | BOYAmt |
| EOY | $74,560 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,762,569 | BOYAmt |
| EOY | $3,338,311 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,255,191 | BOYAmt |
| EOY | $3,783,793 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,255,191 | BOYAmt |
| EOY | $3,785,627 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $330,965 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$802,363 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNG MENS CHRISTIAN ASSOCIATION OF MONTGOMERY | BusinessNameLine1Txt |
| Business Name Line2 | YOUNG MENS CHRISTIAN ASSOCIATION MONTGOMERY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630288885 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $258,000 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $258,000 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Schedule D IRS990ScheduleD
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CASH SURRENDER VALUE OF LIFE INSURAN | $412,016 |
| ACCRUED INTEREST RECEIVABLES - YMCA | $6,112 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $418,128 | TotalBookValueOtherAssetsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YMCA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2336 | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 630288885 | RecipientEIN |
| Cash Grant | $258,000 | CashGrantAmt |
| Purpose Of Grant | PROGRAM SUPPORT | PurposeOfGrantTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE FOUNDATION WAS FORMED TO HOLD AND MANAGE ENDOWMENT CONTRIBUTIONS FOR THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF MONTGOMERY, ALABAMA. THE MONTGOMERY YMCA IS AN ALABAMA CORPORATION EXEMPT FROM FEDERAL TAXATION. THE MONTGOMERY YMCA STRIVES TO DEVELOP CHRISTIAN VALUES AND IMPROVE THE QUALITY OF LIFE IN THE MONTGOMERY AREA BY INVOLVING INDIVIDUALS AND FAMILIES IN PROGRAMS THAT DEVELOP SPIRIT, MIND, AND BODY. THE MONTGOMERY YMCA'S ACTIVITIES INCLUDE SERVICES TO BUILD CHARACTER, MAKE A DIFFERENCE AND CHANGE LIVES BY ENCOURAGING HEALTHY LIFESTYLES, DISEASE PREVENTION, BUILDING SELF-ESTEEM, DEVELOPING A SENSE OF BELONGING AND COMMUNITY PRIDE, YOUTH SPORTS, AQUATICS PROGRAMS, SWIM LESSONS, AFTERSCHOOL PROGRAMS, TEEN LEADERSHIP, ADULT SPORTS AND SENIOR HEALTH PROGRAMS. THE MONTGOMERY YMCA SERVES PEOPLE OF ALL AGES, RELIGIONS, RACE AND ECONOMIC BACKGROUNDS IN THE ALABAMA COUNTIES OF MONTGOMERY, ELMORE, MACON, PIKE, AND BUTLER. |
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 IS REVIEWED BY THE CFO AND THE FINANCE COMMITTEE. THE RETURN IS THEN APPROVED BY THE EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS PRIOR TO SUBMISSION TO THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS MADE AVAILABLE BY REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YMCA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2336 | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630288885 | EIN |
| Primary Activities | HEALTH | PrimaryActivitiesTxt |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Exempt Code Section | 501C | ExemptCodeSectionTxt |
| Public Charity Status | PF | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| YOUNG MEN'S CHRISTIAN ASSOCIATION | ||
| D | $6,112 | AMOUNT DUE FROM RELATED |
| YOUNG MEN'S CHRISTIAN ASSOCIATION | ||
| B | $258,000 | AMOUNT PAID |
| YOUNG MEN'S CHRISTIAN ASSOCIATION | ||
| D | $1,834 | AMOUNT DUE TO RELATED ORG |
| YOUNG MEN'S CHRISTIAN ASSOCIATION | ||
| D | $300,000 | LOAN TO RELATED ORGANIZAT |
| YOUNG MEN'S CHRISTIAN ASSOCIATION | ||
| A | $27,870 | INTEREST RECEIVED FROM RE |
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