YOUNG MENS CHRISTIAN ASSOCIATION BLUE RIDGE ASSEMBLY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- YOUNG MENS CHRISTIAN ASSOCIATION BLUE RIDGE ASSEMBLY (EIN 56-0532130)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-18
- IRS object ID
- 201511699349300331
- Schema version
- 2014v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-18T12:53:20-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383828234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARTER P C | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 48 PATTON AVE STE 400 | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 288013300 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560532130 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YMCA BLUE RIDGE ASSEMBLY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YMCA | BusinessNameControlTxt |
| Phone | 8286698422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 84 BLUE RIDGE CIRCLE | AddressLine1Txt |
| City | BLACK MOUNTAIN | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KURT ECKEL | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8286698422 | PhoneNum |
| Signature | 2015-06-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUFUS DOLLAR | PreparerPersonNm |
| PTIN | P01293995 | PTIN |
| Phone | 8282599900 | PhoneNum |
| Preparation | 2015-06-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KURT ECKEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 84 BLUE RIDGE CIRCLE | AddressLine1Txt |
| City | BLACK MOUNTAIN | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,240,128 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BLUERIDGEASSEMBLY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1943 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO ENABLE STAFF AND GUESTS, ESPECIALLY THE YOUNG, TO DEVELOP THEIR FULLEST POTENTIAL IN SPIRIT, MIND AND BODY. YMCA BLUE RIDGE ASSEMBLY SEEKS TO FULFILL THIS PURPOSE BY: 1) SERVING YMCA AND OTHER NON-PROFIT TRAINING EVENTS AND CONFERENCES OF A RELIGIOUS, EDUCATIONAL OR COMMUNITY SERVICE NATURE. 2) SERVING STAFF BY PROVIDING LEADERSHIP TRAINING IN A WORK EXPERIENCE WITH A CHRISTIAN ATMOSPHERE. 3) PROVIDING PROGRAMS WHICH DEVELOP SELF-ESTEEM AND SELF CONFIDENCE, BUILD LASTING RELATIONSHIPS, ENCOURAGE INTERPERSONAL UNDERSTANDING OF INDIVIDUAL DIFFERENCES AND INCREASE CIVIC ENGAGEMENT. 4) SERVICES ARE OFFERED AT AFFORDABLE FEES WITH FINANCIAL ASSISTANCE AVAILABLE FOR THOSE WHO CANNOT AFFORD THE FULL FEE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 240 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $328,762 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,289,084 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,527,579 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,827,215 | CYProgramServiceRevenueAmt |
| PY Investment Income | $27,084 | PYInvestmentIncomeAmt |
| CY Investment Income | $29,748 | CYInvestmentIncomeAmt |
| PY Other Revenue | $68,558 | PYOtherRevenueAmt |
| CY Other Revenue | $77,917 | CYOtherRevenueAmt |
| PY Total Revenue | $3,951,983 | PYTotalRevenueAmt |
| CY Total Revenue | $6,223,964 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $131,629 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $137,752 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,110,779 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,285,618 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $97,290 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,078,865 | PYOtherExpensesAmt |
| CY Other Expenses | $2,343,847 | CYOtherExpensesAmt |
| PY Total Expenses | $4,321,273 | PYTotalExpensesAmt |
| CY Total Expenses | $4,767,217 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$369,290 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,456,747 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,451,106 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,264,736 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $586,601 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $887,812 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,864,505 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,376,924 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ENABLE STAFF AND GUESTS, ESPECIALLY THE YOUNG, TO DEVELOP THEIR FULLEST POTENTIAL IN SPIRIT, MIND AND BODY. YMCA BLUE RIDGE ASSEMBLY SEEKS TO FULFILL THIS PURPOSE BY: 1) SERVING YMCA AND OTHER NON-PROFIT TRAINING EVENTS AND CONFERENCES OF A RELIGIOUS, EDUCATIONAL OR COMMUNITY SERVICE NATURE. 2) SERVING STAFF BY PROVIDING LEADERSHIP TRAINING IN A WORK EXPERIENCE WITH A CHRISTIAN ATMOSPHERE. 3) PROVIDING PROGRAMS WHICH DEVELOP SELF-ESTEEM AND SELF CONFIDENCE, BUILD LASTING RELATIONSHIPS, ENCOURAGE INTERPERSONAL UNDERSTANDING OF INDIVIDUAL DIFFERENCES AND INCREASE CIVIC ENGAGEMENT. 4) SERVICES ARE OFFERED AT AFFORDABLE FEES WITH FINANCIAL ASSISTANCE AVAILABLE FOR THOSE WHO CANNOT AFFORD THE FULL FEE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,117,554 | ExpenseAmt |
| Desc | THE YMCA BLUE RIDGE ASSEMBLY (BRA) PROVIDES A BEAUTIFUL AND PEACEFUL LOCATION FOR YMCA ORGANIZATIONS, NONPROFIT ORGANIZATIONS, SCHOOLS, GOVERNMENT UNITS, AND CHURCHES TO HOLD TRAINING EVENTS AND CONFERENCES. THE ORGANIZATION PROVIDES HOUSING AND FOOD SERVICES TO APPROXIMATELY 30,000 GUESTS ANNUALLY. SEE SCHEDULE O FOR MORE DETAILS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,106,844 | ExpenseAmt |
| Grant | $137,752 | GrantAmt |
| Desc | THE ORGANIZATION PROVIDES TEAM-BUILDING AND LEADERSHIP PROGRAMS FOR CONFERENCE ATTENDEES INCLUDING CHALLENGE COURSES, MOUNTAIN EXPLORING, CRAFTS, AND CHILDREN'S PROGRAMS. THESE COURSES AND ACTIVITIES PROVIDE THE OPPORTUNITY TO GROW RELATIONSHIPS AND SKILLED LEADERS IN A HIGH-ACTIVITY, SAFE ENVIRONMENT. GRANTS AND ASSISTANCE ARE MADE AVAILABLE TO ORGANIZATIONS TO ALLOW THEM TO PARTICIPATE IN THE PROGRAMS. SEE SCHEDULE O FOR MORE DETAILS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DURING FY 2014, YMCA BLUE RIDGE ASSEMBLY PROVIDED FINANCIAL ASSISTANCE AND SUBSIDIZED SERVICES FOR TEENS, ADULTS AND FAMILIES WHO MIGHT OTHERWISE HAVE BEEN UNABLE TO PARTICIPATE. LISTED BELOW ARE SOME OF THOSE PROGRAMS AND SERVICES: - YMCA BLUE RIDGE ASSEMBLY SERVED 535 GROUPS CONSISTING OF MORE THAN 32,000 KIDS, FAMILIES, AND ADULTS. - 101,167.30 IN SCHOLARSHIPS AND GRANTS WERE AWARDED TO PUBLIC SCHOOL AND YMCA YOUTH CONFERENCES PROVIDING FINANCIAL ASSISTANCE TO MORE THAN 5,917 YOUTH. - 11,734.50 IN GRANTS WAS AWARDED TO 523 FAMILY MEMBERS PARTICIPATING IN INTERGENERATIONAL PROGRAM ACTIVITIES. - 75,741.70 PROVIDED THE OPPORTUNITY FOR PERSONAL DEVELOPMENT THROUGH AN INTEGRATED PROGRAM OF WORK, STUDY, RECREATION AND WORSHIP IN A CHRISTIAN ATMOSPHERE FOR 154 AMERICAN AND INTERNATIONAL STUDENTS AND VOLUNTEERS. - 2,471.00 UNDERWROTE A WEEKEND RESPITE FOR 15 CANCER SURVIVORS AS THEY PARTICIPATED IN BLUE RIDGE'S LIVESTRONG PROGRAM. - TOGETHER PARTNER YMCAS, VENDORS, INDIVIDUALS AND FOUNDATIONS CONTRIBUTED 187,156 TO THE 2014 BLUE RIDGE SCHOLARSHIP FUND ANNUAL CAMPAIGN. - INTERNATIONAL STAFF FROM CHINA, COLOMBIA, DOMINICAN REPUBLIC, JAMAICA, JAPAN, MALAYSIA, MOLDOVA, NIGERIA, RUSSIA, SPAIN, TAIWAN, THAILAND, TURKEY AND VIETNAM BROUGHT GLOBAL DIVERSITY TO THE ASSEMBLY. YMCA BLUE RIDGE ASSEMBLY STRENGTHENS THE COMMUNITY BY: - SEEKING PARTNERSHIPS AND COLLABORATIONS WITH HUMAN SERVICE ORGANIZATIONS IN AN EFFORT TO ENHANCE THEIR TRAINING, RETREAT AND LEADERSHIP DEVELOPMENT NEEDS. - PROMOTING HEALTHY LIFESTYLES FOR PEOPLE OF ALL AGES THROUGH HIKING, CYCLING AND SWIMMING. - PROVIDING UNIQUE OPPORTUNITIES FOR CHILDREN, TEENS, FAMILIES, CHURCHES, BUSINESSES AND OTHER GROUPS TO DEVELOP SELF-WORTH, COMMUNICATION, AND TEAM BUILDING THROUGH EXPERIENTIAL EDUCATION PROGRAMS. - DEVELOPING A GLOBAL VIEW THROUGH STAFF AND PROGRAMS WHICH ARE INTENTIONALLY INTERNATIONAL. - MAKING ENGAGEMENT OPPORTUNITIES AVAILABLE TO THE LOCAL COMMUNITY THROUGH OUTDOOR ACTIVITIES AND HERITAGE ARTS. - GIVING TEENS THE OPPORTUNITY TO REACH THEIR MAXIMUM SELF-POTENTIAL THROUGH LEADERSHIP DEVELOPMENT. - CREATING NEW PARTNERSHIPS WITH COMMUNITY NON-PROFITS THROUGH SERVICE MINDED GROUPS. - OFFERING FAMILY PROGRAMS WHICH IMPROVE COMMUNICATIONS AND PROVIDE QUALITY LEISURE TIME ACTIVITIES FOR PARENTS AND CHILDREN. - DEVELOPING STAFF MEMBERS' INITIATIVE AND JOB SKILLS THROUGH INTERNSHIPS, TRAINING PROGRAMS AND SUPERVISED WORK EXPERIENCES. - PROVIDING SAFE, FUN AND AFFORDABLE SCHOOL PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,224,398 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | 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 | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | 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 | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | 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 | Yes (true) | 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 | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 55 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 240 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| 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 |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | 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 | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | 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 | LINDA BURTON | PersonNm |
| Phone | 8286698422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 84 BLUE RIDGE CIRCLE | AddressLine1Txt |
| City | BLACK MOUNTAIN | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28711 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (63 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| HOLLIS H DOWNS | ||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GEORGE R REHNQUIST | ||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GARY STEWART | ||||||
| 2ND CHAIR (T | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES H ANDERSON | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KENNETH RICHEY | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRIS AYERS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SCOT L BADDLEY | ||||||
| MEMBER AT LA | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CLARK BAKER | ||||||
| MEMBER AT LA | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM M BARNHARDT | ||||||
| TRUSTEE EMER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| COLIN BARRETT | ||||||
| BOARD MEM (T | Yes (X) | $0 | $0 | $0 | ||
| WALTER H BECKHAM III | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH C BRANSBY | ||||||
| TRUSTEE (THR | Yes (X) | $0 | $0 | $0 | ||
| PAUL V BREAZEALE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DANNY L CARROLL | ||||||
| BOARD MEM (T | Yes (X) | $0 | $0 | $0 | ||
| GARY COBBS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ALICE S COLLINS | ||||||
| BOARD MEM (T | Yes (X) | $0 | $0 | $0 | ||
| JOHN C CONVERSE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN DEBLIEUX | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CA DILLIN JR | ||||||
| TRUSTEE (THR | Yes (X) | $0 | $0 | $0 | ||
| ALLEN C FAVROT | ||||||
| TRUSTEE EMER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE H EDMISTON JR | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID E FIELD | ||||||
| BOARD MEM (T | Yes (X) | $0 | $0 | $0 | ||
| WILEY E GRADY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID GRAY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TONYA B HAMMOND | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY L HARALSON | ||||||
| BOARD MEM (T | Yes (X) | $0 | $0 | $0 | ||
| CHUCK HARRIS | ||||||
| BOARD MEM (T | Yes (X) | $0 | $0 | $0 | ||
| CURT HAZELBAKER | ||||||
| BOARD MEM (T | Yes (X) | $0 | $0 | $0 | ||
| JIM INGRAM | ||||||
| BOARD MEM (T | Yes (X) | $0 | $0 | $0 | ||
| BOB JACOBS | ||||||
| BOARD MEM (T | Yes (X) | $0 | $0 | $0 | ||
| F CAL JOHNSON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| F RYAN KEITH | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN LEONARD | ||||||
| BOARD MEM (T | Yes (X) | $0 | $0 | $0 | ||
| W EUGENE LEWIS | ||||||
| BOARD MEM (T | Yes (X) | $0 | $0 | $0 | ||
| EVAN LEVY | ||||||
| BOARD MEMEBE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRYAN MADDEN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARY ANN MCCARTHY | ||||||
| TRUSTEE (THR | Yes (X) | $0 | $0 | $0 | ||
| ROBERT MCGAUGHEY | ||||||
| BOARD MEM (T | Yes (X) | $0 | $0 | $0 | ||
| DAVID J MCGRADY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG MCMILLAN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EMILY H MILLS | ||||||
| BOARD MEM (T | Yes (X) | $0 | $0 | $0 | ||
| DR CARMALETA L MONTEITH | ||||||
| BOARD MEM (T | Yes (X) | $0 | $0 | $0 | ||
| ADRIAN B MOODY | ||||||
| BOARD MEM (T | Yes (X) | $0 | $0 | $0 | ||
| DONALD L MOORE JR | ||||||
| BOARD MEM (T | Yes (X) | $0 | $0 | $0 | ||
| RH PHILLIPS | ||||||
| BOARD MEM (T | Yes (X) | $0 | $0 | $0 | ||
| GRETCHEN T PURSER | ||||||
| BOARD MEM (T | Yes (X) | $0 | $0 | $0 | ||
| CHARLES E REILEY | ||||||
| BOARD MEM (T | Yes (X) | $0 | $0 | $0 | ||
| BEN RENO-WEBER | ||||||
| BOARD MEM (T | Yes (X) | $0 | $0 | $0 | ||
| ROBERT C RIDGEWAY III | ||||||
| TRUSTEE (THR | Yes (X) | $0 | $0 | $0 | ||
| DR ANGELA A ROBERTSON | ||||||
| BOARD MEM (T | Yes (X) | $0 | $0 | $0 | ||
| BARBARA C ROPER | ||||||
| TRUSTEE (THR | Yes (X) | $0 | $0 | $0 | ||
| NATACHA SEIJAS | ||||||
| BOARD MEM (T | Yes (X) | $0 | $0 | $0 | ||
| DONALD H TURNER | ||||||
| TRUSTEE (THR | Yes (X) | $0 | $0 | $0 | ||
| H WEBSTER WALKER III | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM A WATTS III | ||||||
| BOARD MEM (T | Yes (X) | $0 | $0 | $0 | ||
| WILL WEATHERFORD | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PAT WEST | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANGELA WILLIAMS | ||||||
| BOARD MEM (T | Yes (X) | $0 | $0 | $0 | ||
| JOHN M WOLFORD | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR JAMES L WOODS JR | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR WILLIAM F YOUNG | ||||||
| TRUSTEE EMER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KURT L ECKEL | ||||||
| CEO | 40.00 | Yes (X) | $136,165 | $0 | $21,622 | |
| LINDA BURTON | ||||||
| FINANCE DIRE | 40.00 | Yes (X) | $50,751 | $0 | $11,300 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $186,916 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $32,922 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAXKO LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 UNIVERSITY PARK | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING | ServicesDesc |
| Compensation | $120,424 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,289,084 | AllOtherContributionsAmt |
| Noncash Contributions | $4,676 | NoncashContributionsAmt |
| Total Contributions | $2,289,084 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| DINING ROOM | $1,597,634 | $1,597,634 |
| ROOM RENT | $1,423,803 | $1,423,803 |
| FAMILY LODGE RENT | $412,783 | $412,783 |
| PROGRAM FEES | $259,055 | $259,055 |
| CABIN RENT | $120,270 | $120,270 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,670 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,670 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,827,215 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,748 | TotalRevenueColumnAmt |
| Exclusion | $29,748 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $30,576 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $16,164 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,412 | TotalRevenueColumnAmt |
| Exclusion | $14,412 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|
| MISCELLANEOUS | $62,722 | $62,722 |
| VENDING MACHINES | $783 | $783 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $63,505 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,223,964 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,827,215 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $107,665 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,692 | TotalAmt |
| Program Services | $119,692 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,060 | TotalAmt |
| Program Services | $18,060 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,839 | TotalAmt |
| Program Services | $78,506 | ProgramServicesAmt |
| Management And General | $95,515 | ManagementAndGeneralAmt |
| Fundraising | $45,818 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,822 | TotalAmt |
| Program Services | $15,822 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,633,497 | TotalAmt |
| Program Services | $1,584,844 | ProgramServicesAmt |
| Management And General | $27,487 | ManagementAndGeneralAmt |
| Fundraising | $21,166 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,655 | TotalAmt |
| Program Services | $92,518 | ProgramServicesAmt |
| Management And General | $811 | ManagementAndGeneralAmt |
| Fundraising | $1,326 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,813 | TotalAmt |
| Program Services | $165,943 | ProgramServicesAmt |
| Management And General | $7,005 | ManagementAndGeneralAmt |
| Fundraising | $3,865 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,992 | TotalAmt |
| Program Services | $126,641 | ProgramServicesAmt |
| Management And General | $11,826 | ManagementAndGeneralAmt |
| Fundraising | $6,525 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,183 | TotalAmt |
| Management And General | $5,183 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,942 | TotalAmt |
| Management And General | $18,942 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,117 | TotalAmt |
| Program Services | $7,314 | ProgramServicesAmt |
| Management And General | $183,803 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,153 | TotalAmt |
| Program Services | $16,153 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,396 | TotalAmt |
| Program Services | $392,358 | ProgramServicesAmt |
| Management And General | $23,684 | ManagementAndGeneralAmt |
| Fundraising | $12,354 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,022 | TotalAmt |
| Program Services | $399,398 | ProgramServicesAmt |
| Management And General | $5,624 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,251 | TotalAmt |
| Program Services | $52,613 | ProgramServicesAmt |
| Management And General | $19,402 | ManagementAndGeneralAmt |
| Fundraising | $6,236 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,621 | TotalAmt |
| Management And General | $2,621 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,526 | TotalAmt |
| Program Services | $46,526 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,813 | TotalAmt |
| Program Services | $407,510 | ProgramServicesAmt |
| Management And General | $40,303 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,913 | TotalAmt |
| Program Services | $129,590 | ProgramServicesAmt |
| Management And General | $3,323 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| COST OF FOOD | $392,400 | $392,400 |
| BAD DEBT EXPENSE | $147,733 | $147,733 |
| MISCELLANEOUS | $30,777 | $30,777 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,767,217 | TotalAmt |
| Program Services | $4,224,398 | ProgramServicesAmt |
| Management And General | $445,529 | ManagementAndGeneralAmt |
| Fundraising | $97,290 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,295 | BOYAmt |
| EOY | $2,007 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,193,976 | BOYAmt |
| EOY | $2,453,982 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,343,852 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,139 | BOYAmt |
| EOY | $135,838 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,442 | BOYAmt |
| EOY | $55,945 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,698 | BOYAmt |
| EOY | $22,760 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,413,644 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,807,867 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,353,403 | BOYAmt |
| EOY | $5,605,777 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,251 | BOYAmt |
| EOY | $158,651 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,492,902 | BOYAmt |
| EOY | $4,485,924 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,451,106 | BOYAmt |
| EOY | $14,264,736 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,200 | BOYAmt |
| EOY | $94,478 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,332 | BOYAmt |
| EOY | $123,734 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,069 | BOYAmt |
| EOY | $332,600 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $337,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $586,601 | BOYAmt |
| EOY | $887,812 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,374,823 | BOYAmt |
| EOY | $4,944,565 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,804,389 | BOYAmt |
| EOY | $3,714,792 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,685,293 | BOYAmt |
| EOY | $4,717,567 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,864,505 | BOYAmt |
| EOY | $13,376,924 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,451,106 | BOYAmt |
| EOY | $14,264,736 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,456,747 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $131,834 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$76,162 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $370,579 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $290,338 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $333,494 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $328,762 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,289,084 | CurrentTaxYearAmt |
| Total | $3,612,257 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,503,614 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,401,484 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,538,742 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,527,579 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,827,215 | CurrentTaxYearAmt |
| Total | $17,798,634 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $142,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,513 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,619 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $84,698 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $94,081 | CurrentTaxYearAmt |
| Total | $344,005 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,016,287 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,706,335 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,880,855 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,941,039 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,210,380 | CurrentTaxYearAmt |
| Total | $21,754,896 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,747 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,429 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,684 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,233 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $678,771 | CurrentTaxYearAmt |
| Total | $822,864 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,747 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,429 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,684 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,233 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $678,771 | CurrentTaxYearAmt |
| Total | $822,864 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $20,932,032 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,321 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,625 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,430 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,084 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,748 | CurrentTaxYearAmt |
| Total | $208,208 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,321 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,625 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,430 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,084 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,748 | CurrentTaxYearAmt |
| Total | $208,208 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,070,608 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,755,960 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,928,285 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,968,123 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,240,128 | CurrentTaxYearAmt |
| Total | $21,963,104 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95310 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98630 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,489,682 | BeginningYearBalanceAmt |
| Contributions | $1,971,469 | ContributionsAmt |
| Investment Earnings Or Losses | $243,711 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $272,502 | OtherExpendituresAmt |
| End Year Balance | $8,432,360 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,071,598 | BeginningYearBalanceAmt |
| Contributions | $482,563 | ContributionsAmt |
| Investment Earnings Or Losses | $625,316 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $689,795 | OtherExpendituresAmt |
| End Year Balance | $6,489,682 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,366,498 | BeginningYearBalanceAmt |
| Contributions | $333,494 | ContributionsAmt |
| Investment Earnings Or Losses | $373,112 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,506 | OtherExpendituresAmt |
| End Year Balance | $6,071,598 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,455,754 | BeginningYearBalanceAmt |
| Contributions | $273,252 | ContributionsAmt |
| Investment Earnings Or Losses | -$95,422 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $267,086 | OtherExpendituresAmt |
| End Year Balance | $5,366,498 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,153,073 | BeginningYearBalanceAmt |
| Contributions | $318,963 | ContributionsAmt |
| Investment Earnings Or Losses | $542,142 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $558,424 | OtherExpendituresAmt |
| End Year Balance | $5,455,754 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.12260 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.55950 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.31790 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $432,204 | OtherCostOrOtherBasisAmt |
| Book Value | $432,204 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,241,665 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,085,663 | DepreciationAmt |
| Book Value | $4,156,002 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,711,655 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,580,947 | DepreciationAmt |
| Book Value | $130,708 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,519,763 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,141,257 | DepreciationAmt |
| Book Value | $378,506 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $508,357 | OtherCostOrOtherBasisAmt |
| Book Value | $508,357 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,605,777 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST IN ASSETS HELD BY OTHERS | Desc |
| Book Value | $4,485,924 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,485,924 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,279,636 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $131,834 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$76,162 | OtherRevenueAmt |
| Revenue Not Reported | $55,672 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,223,964 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $6,223,964 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,767,217 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $4,767,217 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $4,767,217 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE ORGANIZATION MAINTAINS APPROXIMATELY 40 SEPARATE ENDOWMENTS WHICH ARE DIVIDIED INTO THREE MAJOR CATEGORIES: CAPITAL IMPROVEMENTS; YMCA YOUTH CONFERENCES AND YOUTH DEVELOPMENT; AND COLLEGIATE WORK STUDY PROGRAMS. CATEGORY OF USE, SPECIFIC USE, AND TERMS OF RELEASE ARE ESTABLISHED BY THE INDIVIDUAL CONTRIBUTORS OF THE ENDOWMENTS. |
| SCHEDULE D, PAGE 3, PART X | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C) (3) EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S FORMS 990 FOR 2011, 2012, AND 2013 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | PRESENT VALUE ADJUSTMENT -76,162 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| YMCA OF MIDDLE TENNESSEE | |||||||||
| 501 SOUTH ROYAL OAKS | FRANKLIN | TN | 37203 | 620476243 | 501C3 | $7,500 | FMV | TUITION CREDIT | YOUTH SCHOLARSHIPS |
| YOUNG MENS CHRISTIAN ASSOCIATION | |||||||||
| 880 S LAWRENCE STREET | MONTGOMERY | AL | 36104 | 630288885 | 501C3 | $44,555 | FMV | TUITION CREDIT | YOUTH SCHOLARSHIPS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | BLUE RIDGE LEADERS SCHOOL | GrantTypeTxt |
| Non Cash Assistance | $18,060 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | TUITION ASSISTA | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE BLUE RIDGE SCHOLARSHIP FUND PROVIDES SCHOLARSHIP MONEY TO ENABLE TEENS IN NEED TO PARTICIPATE IN MAJOR YMCA NATIONAL YOUTH CONFERENCES HELD AT THE ORGANIZATION'S MEETING FACILITIES. IN ADDITION, THIS FUND OFFERS GRANT ASSISTANCE TO PUBLIC SCHOOL YOUTH TO PARTICIPATE IN EXPERIENTIAL EDUCATIONAL OPPORTUNITIES AND SUPPORTS FAMILY PROGRAMS THAT PROMOTE HEALTHY LIFESTYLES AND ENCOURAGE INTERGENERATIONAL BONDING EXPERIENCES. ORGANIZATIONS AND FAMILIES SUBMIT A GRANT REQUEST OUTLINING SPECIFIC NEEDS. GRANT REQUESTS ARE REVIEWED BY THE ORGANIZATION'S MANAGEMENT. THE ORGANIZATION MAINTAINS TIGHT CONTROLS OVER THE DISTRIBUTION OF THESE FUNDS, AS WITH VERY FEW EXCEPTIONS, GRANT MONEY IS APPLIED AS A CREDIT TO THE ORGANIZATION OR FAMILY PROGRAM INVOICE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KURT L ECKEL | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $136,165 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $16,560 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $5,062 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $157,787 | TotalCompensationFilingOrgAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PEGGY ECKEL | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY MEMBER | RelationshipDescriptionTxt |
| Transaction | $15,822 | TransactionAmt |
| Transaction | EMPLOYEE COMPENSATIO | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | PART IV, LINE (1): PEGGY ECKEL, THE DIRECTOR OF ORGANIZATIONAL EFFECTIVENESS, HAS A FAMILY RELATIONSHIP WITH THE ORGANIZATION'S CEO, KURT ECKEL. TRANSACTION LISTED IS EMPLOYEE COMPENSATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | TO ENABLE STAFF AND GUESTS, ESPECIALLY THE YOUNG, TO DEVELOP THEIR FULLEST POTENTIAL IN SPIRIT, MIND AND BODY. YMCA BLUE RIDGE ASSEMBLY SEEKS TO FULFILL THIS PURPOSE BY: 1) SERVING YMCA AND OTHER NON-PROFIT TRAINING EVENTS AND CONFERENCES OF A RELIGIOUS, EDUCATIONAL OR COMMUNITY SERVICE NATURE. 2) SERVING STAFF BY PROVIDING LEADERSHIP TRAINING IN A WORK EXPERIENCE WITH A CHRISTIAN ATMOSPHERE. 3) PROVIDING PROGRAMS WHICH DEVELOP SELF-ESTEEM AND SELF CONFIDENCE, BUILD LASTING RELATIONSHIPS, ENCOURAGE INTERPERSONAL UNDERSTANDING OF INDIVIDUAL DIFFERENCES AND INCREASE CIVIC ENGAGEMENT. 4) SERVICES ARE OFFERED AT AFFORDABLE FEES WITH FINANCIAL ASSISTANCE AVAILABLE FOR THOSE WHO CANNOT AFFORD THE FULL FEE. |
| FORM 990, PAGE 1, PART I, LINE 6 | THE ORGANIZATION HAS ALL VOLUNTEER MEMBERS ON THE BOARD OF DIRECTORS AND THE BOARD OF DIRECTORS. OTHER VOLUNTEER ROLES INCLUDE ASSISTING IN THE GIFT SHOP, CRAFT ROOM, MAINTENANCE DEPARTMENT, AND/OR DINING ROOM. |
| FORM 990, PAGE 2, PART III, LINE 4D | DURING FY 2014, YMCA BLUE RIDGE ASSEMBLY PROVIDED FINANCIAL ASSISTANCE AND SUBSIDIZED SERVICES FOR TEENS, ADULTS AND FAMILIES WHO MIGHT OTHERWISE HAVE BEEN UNABLE TO PARTICIPATE. LISTED BELOW ARE SOME OF THOSE PROGRAMS AND SERVICES: - YMCA BLUE RIDGE ASSEMBLY SERVED 535 GROUPS CONSISTING OF MORE THAN 32,000 KIDS, FAMILIES, AND ADULTS. - 101,167.30 IN SCHOLARSHIPS AND GRANTS WERE AWARDED TO PUBLIC SCHOOL AND YMCA YOUTH CONFERENCES PROVIDING FINANCIAL ASSISTANCE TO MORE THAN 5,917 YOUTH. - 11,734.50 IN GRANTS WAS AWARDED TO 523 FAMILY MEMBERS PARTICIPATING IN INTERGENERATIONAL PROGRAM ACTIVITIES. - 75,741.70 PROVIDED THE OPPORTUNITY FOR PERSONAL DEVELOPMENT THROUGH AN INTEGRATED PROGRAM OF WORK, STUDY, RECREATION AND WORSHIP IN A CHRISTIAN ATMOSPHERE FOR 154 AMERICAN AND INTERNATIONAL STUDENTS AND VOLUNTEERS. - 2,471.00 UNDERWROTE A WEEKEND RESPITE FOR 15 CANCER SURVIVORS AS THEY PARTICIPATED IN BLUE RIDGE'S LIVESTRONG PROGRAM. - TOGETHER PARTNER YMCAS, VENDORS, INDIVIDUALS AND FOUNDATIONS CONTRIBUTED 187,156 TO THE 2014 BLUE RIDGE SCHOLARSHIP FUND ANNUAL CAMPAIGN. - INTERNATIONAL STAFF FROM CHINA, COLOMBIA, DOMINICAN REPUBLIC, JAMAICA, JAPAN, MALAYSIA, MOLDOVA, NIGERIA, RUSSIA, SPAIN, TAIWAN, THAILAND, TURKEY AND VIETNAM BROUGHT GLOBAL DIVERSITY TO THE ASSEMBLY. YMCA BLUE RIDGE ASSEMBLY STRENGTHENS THE COMMUNITY BY: - SEEKING PARTNERSHIPS AND COLLABORATIONS WITH HUMAN SERVICE ORGANIZATIONS IN AN EFFORT TO ENHANCE THEIR TRAINING, RETREAT AND LEADERSHIP DEVELOPMENT NEEDS. - PROMOTING HEALTHY LIFESTYLES FOR PEOPLE OF ALL AGES THROUGH HIKING, CYCLING AND SWIMMING. - PROVIDING UNIQUE OPPORTUNITIES FOR CHILDREN, TEENS, FAMILIES, CHURCHES, BUSINESSES AND OTHER GROUPS TO DEVELOP SELF-WORTH, COMMUNICATION, AND TEAM BUILDING THROUGH EXPERIENTIAL EDUCATION PROGRAMS. - DEVELOPING A GLOBAL VIEW THROUGH STAFF AND PROGRAMS WHICH ARE INTENTIONALLY INTERNATIONAL. - MAKING ENGAGEMENT OPPORTUNITIES AVAILABLE TO THE LOCAL COMMUNITY THROUGH OUTDOOR ACTIVITIES AND HERITAGE ARTS. - GIVING TEENS THE OPPORTUNITY TO REACH THEIR MAXIMUM SELF-POTENTIAL THROUGH LEADERSHIP DEVELOPMENT. - CREATING NEW PARTNERSHIPS WITH COMMUNITY NON-PROFITS THROUGH SERVICE MINDED GROUPS. - OFFERING FAMILY PROGRAMS WHICH IMPROVE COMMUNICATIONS AND PROVIDE QUALITY LEISURE TIME ACTIVITIES FOR PARENTS AND CHILDREN. - DEVELOPING STAFF MEMBERS' INITIATIVE AND JOB SKILLS THROUGH INTERNSHIPS, TRAINING PROGRAMS AND SUPERVISED WORK EXPERIENCES. - PROVIDING SAFE, FUN AND AFFORDABLE SCHOOL PROGRAMS. |
| FORM 990, PAGE 6, PART VI, LINE 1A | THE EXECUTIVE COMMITTEE CONSISTS OF THE ELECTED OFFICERS OF THE CORPORATION, THE CHAIRS OF THE STANDING COMMITTEES AS SET FORTH IN SECTION 1, ARTICLE V OF THE BYLAWS, AND THE IMMEDIATE PAST-CHAIR OF THE BOARD. THE CHAIR OF THE BOARD SHALL BE THE CHAIR OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE IS DELEGATED ALL POWER AND AUTHORITY OF THE BOARD AND SHALL HAVE GENERAL CHARGE OF THE AFFAIRS OF THE CORPORATION WHEN THE BOARD IS NOT IN SESSION; THE PRIMARY FOCUS OF THE EXECUTIVE COMMITTEE SHALL BE SETTING AND DEFINING THE STRATEGIC GOALS AND POLICIES OF THE CORPORATION AND ALLOCATING THE FUNDS OF THE CORPORATION. ACTION TAKEN BY THE EXECUTIVE COMMITTEE SHALL NOT BIND THE CORPORATION WITHOUT RATIFICATION BY FULL BOARD. THE EXECUTIVE COMMITTEE SHALL REPORT TO THE BOARD AT THE BOARD'S REGULARLY SCHEDULED MEETINGS ALL ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE. |
| FORM 990, PAGE 6, PART VI, LINE 4 | THE BYLAWS AND ARTICLES OF INCORPORATION WERE AMENDED IN 2014 TO INCLUDE THE FOLLOWING SUBSTANTIAL CHANGES: 1. THE BOARD NOW CONSISTS OF AT LEAST 20 BUT NOT MORE THAN 30 MEMBERS ELECTED BY THE BOARD. FORMERLY, THE BYLAWS DID NOT PLACE A MINIMUM OR MAXIMUM NUMBER OF MEMBERS. 2. BOARD MEMBERS NOW SERVE A TERM OF THREE (3) YEARS, ONE-THIRD OF WHOM ARE ELECTED EACH YEAR BY THE BOARD AT THE ANNUAL MEETING OF THE BOARD. ONLY CANDIDATES RECOMMENDED FOR NOMINATION BY THE BOARD DEVELOPMENT/GOVERNANCE COMMITTEE ARE ELIGIBLE TO BE ELECTED AS MEMBERS OF THE BOARD. A MEMBER MAY BE REAPPOINTED FOR SUCCESSIVE TERMS. 3. A BOARD QUORUM IS NOW DEFINED AS ONE-HALF OF THE ELECTED MEMBERS. FORMERLY, THE QUORUM WAS SET AT 10 MEMBERS PRESENT. 4. THE NUMBER AND TITLES OF BOARD OFFICERS HAVE BEEN MODIFIED AS FOLLOWS: PRESIDENT HAS BECOME CHAIR FIRST VICE PRESIDENT HAS BECOME VICE CHAIR SECOND VICE PRESIDENT HAS BEEN REMOVED ELECTION AND TERM HAVE NOT CHANGED. 5. THE FOLLOWING COMMITTEES HAVE BEEN FORMALLY CREATED AS A FUNCTION OF INCORPORATION INTO THE BYLAWS: AUDIT COMMITTEE - TO ASSIST THE BOARD IN THE OVERSIGHT OF THE INTEGRITY OF THE FINANCIAL STATEMENTS OF THE CORPORATION, THE EFFECTIVENESS OF THE INTERNAL CONTROL OVER FINANCIAL REPORTING, THE INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM'S QUALIFICATIONS AND INDEPENDENCE, THE PERFORMANCE OF THE CORPORATION'S INTERNAL AUDIT FUNCTION, THE CORPORATION'S COMPLIANCE WITH LEGAL AND REGULATORY REQUIREMENTS AND THE PERFORMANCE OF THE CORPORATION'S COMPLIANCE FUNCTION. BOARD DEVELOPMENT/GOVERNANCE COMMITTEE - RESPONSIBLE FOR THE ONGOING REVIEW AND RECOMMENDATIONS TO ENHANCE THE QUALITY AND FUTURE VIABILITY OF THE BOARD BY PROVIDING REVIEW OF BOARD EFFECTIVENESS. INCLUDED IN THESE RESPONSIBILITIES IS DETERMINING NOMINATIONS FOR THE BOARD OFFICERS. FINANCE COMMITTEE - RESPONSIBLE FOR ASSISTING THE BOARD IN ENSURING THAT THE CORPORATION MAINTAINS GOOD FISCAL HEALTH. THE INVESTMENT SUB-COMMITTEE IS RESPONSIBLE FOR ESTABLISHING THE GUIDELINES AND POLICIES THAT WILL ENABLE CORPORATION TO ACHIEVE ITS GOALS AND PLANS THROUGH A QUALITY INVESTMENT STRATEGY THAT RESULTS IN THE FULFILLMENT OF BOTH THE ENDOWMENT DONOR'S DESIRES AND THE NEEDS OF THE CORPORATION. FINANCIAL DEVELOPMENT COMMITTEE - TO ESTABLISH THE GUIDELINES AND POLICIES WHICH WILL ENABLE THE CORPORATION TO ACHIEVE ITS GOALS AND PLANS FOR THE PRESENT AND THE FUTURE THROUGH A COMPREHENSIVE FINANCIAL DEVELOPMENT PROGRAM. MISSION IMPACT COMMITTEE - TO RECOMMEND AND MONITOR THE DEVELOPMENT OF STRATEGIES AND POLICIES THAT WILL ENSURE THE ONGOING OPERATIONS OF THE ALL PROGRAMS WITH A FOCUS ON SEEKING BEST OF CLASS STAFF AND VOLUNTEER LEADERS. PROPERTY AND FACILITIES COMMITTEE - TO ASSIST THE BOARD IN THE OVERSIGHT OF THE CORPORATION'S PHYSICAL ASSETS. 6. THE ORGANIZATION AMENDED ITS ARTICLES OF ORGANIZATION TO REMOVE CORPORATE MEMBERS. FORMERLY, THE CORPORATE MEMBERSHIP OF THE ORGANIZATION CONSISTED OF YMCA ORGANIZATIONS THROUGHOUT THE SOUTHEAST UNITED STATES. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTANT WITH ASSISTANCE AND OVERSIGHT BY MANAGEMENT. UPON COMPLETION AND REVIEW BY THE FINANCE AND EXECUTIVE COMMITTEES OF THE BOARD, THE RETURN WAS PROVIDED TO ALL VOTING BOARD MEMBERS PRIOR TO ITS SUBMISSION TO THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE ORGANIZATION USES A DISCIPLINED APPROACH FOR BIDDING PROFESSIONAL SERVICES, INSURANCE CONTRACTS, CAPITAL PROJECTS, ETC. AT THE POINT OF ENGAGEMENT, ANY POTENTIAL CONFLICT OF INTEREST IS IDENTIFIED AND DECLARED. THE CONFLICTED PARTY IS DISALLOWED FROM THE DECISION-MAKING PROCESS. CONFLICT OF INFORMATION FORMS ARE SIGNED AND COLLECTED ANNUALLY FOR ALL VOTING BOARD MEMBERS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION FOR THE CEO IS REVIEWED ANNUALLY BY THE PERFORMANCE REVIEW AND COMPENSATION COMMITTEE OF THE BOARD. COMPARABILITY DATA IS PROVIDED BY THE YMCA OF THE UNITED STATES SALARY POINTING AND RANGE. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE PROCESS DESCRIBED IN LINE 15A ABOVE ALSO APPLIES TO OTHER OFFICERS AND KEY PERSONNEL OF THE ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES ARE INCORPORATED INTO ITS PERSONNEL POLICY WHICH IS DISTRIBUTED TO ALL EMPLOYEES. FINANCIAL STATEMENTS ARE SUBMITTED TO THE YMCA OF THE USA AND ARE MADE AVAILABLE THROUGH THEIR WEBSITE. AS WITH THE 990, THE FINANCIAL STATEMENTS ARE KEPT IN THE MAIN OFFICE OF BRA AND ARE AVAILABLE FOR REVIEW UPON RECEIPT OF A WRITTEN REQUEST TO THE ORGANIZATION'S ADMINISTRATIVE OFFICE. |
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