YOUNG MENS CHRISTIAN ASSOCIATION BLUE RIDGE ASSEMBLY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- YOUNG MENS CHRISTIAN ASSOCIATION BLUE RIDGE ASSEMBLY (EIN 56-0532130)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-25
- IRS object ID
- 201422069349300417
- Schema version
- 2013v3.1
- 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 | 2014-07-25T10:52:13-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 48 PATTON AVE STE 400 | AddressLine1 |
| City | ASHEVILLE | City |
| State | NC | State |
| ZIP Code | 288013300 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BLACK MOUNTAIN | City |
| State | NC | State |
| ZIP Code | 28711 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KURT ECKEL | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8286698422 | PhoneNum |
| Signature | 2014-07-25 | 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 | 2014-07-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | 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 | AddressLine1 |
| City | BLACK MOUNTAIN | City |
| State | NC | State |
| ZIP Code | 28711 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,968,123 | 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 | 53 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 53 | VotingMembersIndependentCnt |
| Total Employee | 213 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $333,494 | PYContributionsGrantsAmt |
| CY Contributions Grants | $328,762 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,538,742 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,527,579 | CYProgramServiceRevenueAmt |
| PY Investment Income | $157,242 | PYInvestmentIncomeAmt |
| CY Investment Income | $27,084 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,619 | PYOtherRevenueAmt |
| CY Other Revenue | $68,558 | CYOtherRevenueAmt |
| PY Total Revenue | $4,038,097 | PYTotalRevenueAmt |
| CY Total Revenue | $3,951,983 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $131,629 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,060,989 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,110,779 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $82,099 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,019,939 | PYOtherExpensesAmt |
| CY Other Expenses | $2,078,865 | CYOtherExpensesAmt |
| PY Total Expenses | $4,080,928 | PYTotalExpensesAmt |
| CY Total Expenses | $4,321,273 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$42,831 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$369,290 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,067,158 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,451,106 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $411,674 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $586,601 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,655,484 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,864,505 | 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 | $2,919,828 | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $940,730 | ExpenseAmt |
| Grant | $131,629 | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,860,558 | 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 | 36 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 213 | 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 | 53 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 53 | 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 | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | 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 | AddressLine1 |
| City | BLACK MOUNTAIN | City |
| State | NC | State |
| ZIP Code | 28711 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (57 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 | ||||||
| 1ST CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GARY STEWART | ||||||
| 2ND CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES H ANDERSON | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KENNETH RICHEY | ||||||
| TREASURER | 5.00 | 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 MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WALTER H BECKHAM III | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH C BRANSBY | ||||||
| TRUSTEE EMER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL V BREAZEALE | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DANNY L CARROLL | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ALICE S COLLINS | ||||||
| BOARD MEMBER | 2.00 | 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 EMER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ALLEN C FAVROT | ||||||
| TRUSTEE EMER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID E FIELD | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILEY E GRADY | ||||||
| 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 MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| CHUCK HARRIS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CURT HAZELBAKER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JIM INGRAM | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BOB JACOBS | ||||||
| BOARD MEMBER | 2.00 | 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 MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| W EUGENE LEWIS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRYAN MADDEN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARY ANN MCCARTHY | ||||||
| TRUSTEE EMER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT MCGAUGHEY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID J MCGRADY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EMILY H MILLS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR CARMALETA L MONTEITH | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ADRIAN B MOODY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DONALD L MOORE JR | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RH PHILLIPS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GRETCHEN T PURSER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES E REILEY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BEN RENO-WEBER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT C RIDGEWAY III | ||||||
| TRUSTEE EMER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR ANGELA A ROBERTSON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA C ROPER | ||||||
| TRUSTEE EMER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NATACHA SEIJAS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DONALD H TURNER | ||||||
| TRUSTEE EMER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| H WEBSTER WALKER III | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM A WATTS III | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PAT WEST | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANGELA WILLIAMS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN M WOLFORD | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DR JAMES L WOODS JR | ||||||
| BOARD MEMBER | 5.00 | 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) | $131,202 | $0 | $22,065 | |
| LINDA BURTON | ||||||
| FINANCE DIRE | 40.00 | Yes (X) | $47,976 | $0 | $16,811 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $179,178 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $38,876 | 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 | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 UNIVERSITY PARK | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING | ServicesDesc |
| Compensation | $104,902 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $328,762 | AllOtherContributionsAmt |
| Total Contributions | $328,762 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| DINING ROOM | $1,443,514 | $1,443,514 |
| ROOM RENT | $1,329,553 | $1,329,553 |
| FAMILY LODGE RENT | $398,826 | $398,826 |
| PROGRAM FEES | $239,013 | $239,013 |
| CABIN RENT | $91,678 | $91,678 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,995 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,995 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,527,579 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,084 | TotalRevenueColumnAmt |
| Exclusion | $27,084 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $24,226 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $16,140 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,086 | TotalRevenueColumnAmt |
| Exclusion | $8,086 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|
| MISCELLANEOUS | $59,748 | $59,748 |
| VENDING MACHINES | $724 | $724 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $60,472 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,951,983 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,527,579 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $95,642 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,097 | TotalAmt |
| Program Services | $114,097 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,532 | TotalAmt |
| Program Services | $17,532 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,054 | TotalAmt |
| Program Services | $92,554 | ProgramServicesAmt |
| Management And General | $85,600 | ManagementAndGeneralAmt |
| Fundraising | $39,900 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,635 | TotalAmt |
| Program Services | $50,635 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,450,440 | TotalAmt |
| Program Services | $1,415,484 | ProgramServicesAmt |
| Management And General | $18,999 | ManagementAndGeneralAmt |
| Fundraising | $15,957 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,062 | TotalAmt |
| Program Services | $104,061 | ProgramServicesAmt |
| Management And General | $6,540 | ManagementAndGeneralAmt |
| Fundraising | $5,461 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,565 | TotalAmt |
| Program Services | $132,146 | ProgramServicesAmt |
| Management And General | $6,715 | ManagementAndGeneralAmt |
| Fundraising | $3,704 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,023 | TotalAmt |
| Program Services | $122,072 | ProgramServicesAmt |
| Management And General | $7,057 | ManagementAndGeneralAmt |
| Fundraising | $3,894 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,605 | TotalAmt |
| Management And General | $11,605 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,770 | TotalAmt |
| Management And General | $18,770 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,198 | TotalAmt |
| Program Services | $13,652 | ProgramServicesAmt |
| Management And General | $141,546 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,404 | TotalAmt |
| Program Services | $24,404 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,060 | TotalAmt |
| Program Services | $374,019 | ProgramServicesAmt |
| Management And General | $15,741 | ManagementAndGeneralAmt |
| Fundraising | $8,300 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,054 | TotalAmt |
| Program Services | $395,365 | ProgramServicesAmt |
| Management And General | $5,689 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,479 | TotalAmt |
| Program Services | $35,403 | ProgramServicesAmt |
| Management And General | $15,193 | ManagementAndGeneralAmt |
| Fundraising | $4,883 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,617 | TotalAmt |
| Program Services | $47,617 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467,543 | TotalAmt |
| Program Services | $425,465 | ProgramServicesAmt |
| Management And General | $42,078 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,950 | TotalAmt |
| Program Services | $119,867 | ProgramServicesAmt |
| Management And General | $3,083 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| COST OF FOOD | $349,022 | $349,022 |
| MISCELLANEOUS | $27,163 | $27,163 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,321,273 | TotalAmt |
| Program Services | $3,860,558 | ProgramServicesAmt |
| Management And General | $378,616 | ManagementAndGeneralAmt |
| Fundraising | $82,099 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,935 | BOYAmt |
| EOY | $42,295 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,968,498 | BOYAmt |
| EOY | $2,193,976 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,415 | BOYAmt |
| EOY | $145,139 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,522 | BOYAmt |
| EOY | $45,442 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $857 | BOYAmt |
| EOY | $9,698 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,713,456 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,360,053 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,569,155 | BOYAmt |
| EOY | $5,353,403 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,343 | BOYAmt |
| EOY | $168,251 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,969,433 | BOYAmt |
| EOY | $4,492,902 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,067,158 | BOYAmt |
| EOY | $12,451,106 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,649 | BOYAmt |
| EOY | $162,200 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,904 | BOYAmt |
| EOY | $129,332 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,121 | BOYAmt |
| EOY | $295,069 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $411,674 | BOYAmt |
| EOY | $586,601 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,583,889 | BOYAmt |
| EOY | $5,374,823 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,865,913 | BOYAmt |
| EOY | $1,804,389 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,205,682 | BOYAmt |
| EOY | $4,685,293 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,655,484 | BOYAmt |
| EOY | $11,864,505 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,067,158 | BOYAmt |
| EOY | $12,451,106 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$369,290 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $578,311 | NetUnrlzdGainsLossesInvstAmt |
| 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 | $37,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $370,579 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $290,338 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $333,494 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $328,762 | CurrentTaxYearAmt |
| Total | $1,360,373 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,440,426 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,503,614 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,401,484 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,538,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,527,579 | CurrentTaxYearAmt |
| Total | $17,411,845 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $142,094 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,513 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,619 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,698 | CurrentTaxYearAmt |
| Total | $249,924 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,477,626 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,016,287 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,706,335 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,880,855 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,941,039 | CurrentTaxYearAmt |
| Total | $19,022,142 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,700 | CurrentTaxYearMinus4YearsAmt |
| Total | $10,700 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,700 | CurrentTaxYearMinus4YearsAmt |
| Total | $10,700 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $19,011,442 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,301 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,321 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,430 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,084 | CurrentTaxYearAmt |
| Total | $252,761 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,301 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,321 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,430 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,084 | CurrentTaxYearAmt |
| Total | $252,761 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,551,927 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,070,608 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,755,960 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,928,285 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,968,123 | CurrentTaxYearAmt |
| Total | $19,274,903 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98630 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97880 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02000 | 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 | $6,071,598 | 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,668,305 | BeginningYearBalanceAmt |
| Contributions | $220,056 | ContributionsAmt |
| Investment Earnings Or Losses | $580,552 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $315,840 | OtherExpendituresAmt |
| End Year Balance | $5,153,073 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.16140 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.72200 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.11660 | 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 | $16,178,449 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,755,947 | DepreciationAmt |
| Book Value | $4,422,502 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,681,309 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,553,451 | DepreciationAmt |
| Book Value | $127,858 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,421,494 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,050,655 | DepreciationAmt |
| Book Value | $370,839 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,353,403 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST IN ASSETS HELD BY OTHERS | Desc |
| Book Value | $4,492,902 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,492,902 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $4,530,294 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $578,311 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $578,311 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,951,983 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $3,951,983 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,321,273 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $4,321,273 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $4,321,273 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE ORGANIZATION MAINTAINS APPROXIMATELY 40 SEPARATE ENDOWMENTS WHICH ARE DIVIDED 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 ASSEMBLY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE ASSEMBLY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS MATERIAL TO THE FINANCIAL STATEMENTS. THE ASSEMBLY'S RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR 2010, 2011, AND 2012 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $7,830 | FMV | TUITION CREDIT | YOUTH SCHOLARSHIPS |
| YOUNG MENS CHRISTIAN ASSOCIATION | |||||||||
| 880 S LAWRENCE STREET | MONTGOMERY | AL | 36104 | 630288885 | 501C3 | $25,556 | 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 | $17,532 | 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 | $131,202 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $1,798 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $20,267 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $153,267 | 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 | $50,635 | 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 | BRA HAS ALL VOLUNTEER MEMBERS ON THE BOARD OF DIRECTORS AND THE BOARD OF TRUSTEES. OTHER VOLUNTEER ROLES INCLUDE ASSISTING IN THE GIFT SHOP, CRAFT ROOM, MAINTENANCE DEPARTMENT, AND/OR DINING ROOM. |
| FORM 990, PAGE 6, PART VI, LINE 1A | THE EXECUTIVE COMMITTEE CONSISTS OF THE PRESIDENT, TWO VICE PRESIDENTS, THE SECRETARY, THE TREASURER, THE IMMEDIATE PAST PRESIDENT, AND THE CHAIRMAN OF THE BOARD OF TRUSTEES. DURING THE INTERIMS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE MANAGES AND CONTROLS THE BUSINESS AND AFFAIRS OF THE ORGANIZATION, EXCEPT FOR CERTAIN ACTIONS LISTED IN THE ORGANIZATION'S BYLAWS THAT REQUIRE RATIFICATION BY THE FULL BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 6 | CORPORATE MEMBERSHIP IN THE ORGANIZATION CONSISTS OF ALL CORPORATE YOUNG MEN'S CHRISTIAN ASSOCIATIONS (AND BRANCHES THEREOF) IN THE STATES OF ALABAMA, FLORIDA, GEORGIA, KENTUCKY, LOUISIANA, MISSISSIPPI, NORTH CAROLINA, SOUTH CAROLINA, TENNESSEE, VIRGINIA, AND SUCH OTHER CORPORATE YMCA'S AND BRANCHES IN SUCH OTHER STATES TO WHICH THE BOARD OF DIRECTORS MAY FROM TIME TO TIME EXTEND THE PRIVILEGE OF MEMBERSHIP, PROVIDED ONLY THAT IN ORDER TO BE RECOGNIZED FOR MEMBERSHIP, EACH SUCH CORPORATE YMCA MUST BE RECOGNIZED FOR MEMBERSHIP IN THE NATIONAL COUNCIL PURSUANT TO ALL RELEVANT PROVISIONS OF THE NATIONAL CONSTITUTION. |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE BOARD OF DIRECTORS CONSISTS OF DIRECTORS ELECTED BY THE CORPORATE MEMBERSHIP IN THE RATIO OF ONE YMCA EMPLOYED OFFICER AND TWO VOLUNTEERS REPRESENTING THE STATES OF ALABAMA, FLORIDA, GEORGIA, KENTUCKY, LOUISIANA, MISSISSIPPI, NORTH CAROLINA, SOUTH CAROLINA, TENNESSEE, AND VIRGINIA. |
| 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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