2014-07-25T10:52:13-05:00 2013-12-31 383828234 CARTER P C 48 PATTON AVE STE 400 ASHEVILLE NC 288013300 990 2013-01-01 560532130 YMCA BLUE RIDGE ASSEMBLY INC YMCA 8286698422 84 BLUE RIDGE CIRCLE BLACK MOUNTAIN NC 28711 KURT ECKEL CEO 8286698422 2014-07-25 true RUFUS DOLLAR P01293995 8282599900 2014-07-25 2013 2015-11-30 17:44:51Z KURT ECKEL 84 BLUE RIDGE CIRCLE BLACK MOUNTAIN NC 28711 3968123 false X WWW.BLUERIDGEASSEMBLY.ORG X 1943 NC 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. 53 53 213 200 0 333494 328762 3538742 3527579 157242 27084 8619 68558 4038097 3951983 131629 0 2060989 2110779 0 82099 2019939 2078865 4080928 4321273 -42831 -369290 12067158 12451106 411674 586601 11655484 11864505 X 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. false false 2919828 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. 940730 131629 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. 3860558 true true false false false false false false true true true true false false false true true false false false false false false false false false false true true true false false false false false false true false false false false false false false false false false true 36 0 true 213 true false false false false false false false false false false X 53 53 false false false false true true false true true false false true true true true true true true true false X X LINDA BURTON 8286698422 84 BLUE RIDGE CIRCLE BLACK MOUNTAIN NC 28711 HOLLIS H DOWNS CHAIR 5.00 X X 0 0 0 GEORGE R REHNQUIST 1ST CHAIR 5.00 X X 0 0 0 GARY STEWART 2ND CHAIR 2.00 X X 0 0 0 JAMES H ANDERSON SECRETARY 2.00 X X 0 0 0 KENNETH RICHEY TREASURER 5.00 X X 0 0 0 CHRIS AYERS BOARD MEMBER 2.00 X 0 0 0 SCOT L BADDLEY MEMBER AT LA 2.00 X 0 0 0 CLARK BAKER MEMBER AT LA 2.00 X 0 0 0 WILLIAM M BARNHARDT TRUSTEE EMER 2.00 X 0 0 0 COLIN BARRETT BOARD MEMBER 2.00 X 0 0 0 WALTER H BECKHAM III BOARD MEMBER 5.00 X 0 0 0 JOSEPH C BRANSBY TRUSTEE EMER 2.00 X 0 0 0 PAUL V BREAZEALE BOARD MEMBER 5.00 X 0 0 0 DANNY L CARROLL BOARD MEMBER 2.00 X 0 0 0 ALICE S COLLINS BOARD MEMBER 2.00 X 0 0 0 JOHN C CONVERSE BOARD MEMBER 2.00 X 0 0 0 KAREN DEBLIEUX BOARD MEMBER 2.00 X 0 0 0 CA DILLIN JR TRUSTEE EMER 2.00 X 0 0 0 ALLEN C FAVROT TRUSTEE EMER 2.00 X 0 0 0 DAVID E FIELD BOARD MEMBER 2.00 X 0 0 0 WILEY E GRADY BOARD MEMBER 2.00 X 0 0 0 TONYA B HAMMOND BOARD MEMBER 2.00 X 0 0 0 JERRY L HARALSON BOARD MEMBER 5.00 X 0 0 0 CHUCK HARRIS BOARD MEMBER 2.00 X 0 0 0 CURT HAZELBAKER BOARD MEMBER 2.00 X 0 0 0 JIM INGRAM BOARD MEMBER 2.00 X 0 0 0 BOB JACOBS BOARD MEMBER 2.00 X 0 0 0 F CAL JOHNSON BOARD MEMBER 2.00 X 0 0 0 F RYAN KEITH BOARD MEMBER 2.00 X 0 0 0 KEVIN LEONARD BOARD MEMBER 2.00 X 0 0 0 W EUGENE LEWIS BOARD MEMBER 2.00 X 0 0 0 BRYAN MADDEN BOARD MEMBER 2.00 X 0 0 0 MARY ANN MCCARTHY TRUSTEE EMER 2.00 X 0 0 0 ROBERT MCGAUGHEY BOARD MEMBER 2.00 X 0 0 0 DAVID J MCGRADY BOARD MEMBER 2.00 X 0 0 0 EMILY H MILLS BOARD MEMBER 2.00 X 0 0 0 DR CARMALETA L MONTEITH BOARD MEMBER 2.00 X 0 0 0 ADRIAN B MOODY BOARD MEMBER 2.00 X 0 0 0 DONALD L MOORE JR BOARD MEMBER 2.00 X 0 0 0 RH PHILLIPS BOARD MEMBER 2.00 X 0 0 0 GRETCHEN T PURSER BOARD MEMBER 2.00 X 0 0 0 CHARLES E REILEY BOARD MEMBER 2.00 X 0 0 0 BEN RENO-WEBER BOARD MEMBER 2.00 X 0 0 0 ROBERT C RIDGEWAY III TRUSTEE EMER 2.00 X 0 0 0 DR ANGELA A ROBERTSON BOARD MEMBER 2.00 X 0 0 0 BARBARA C ROPER TRUSTEE EMER 2.00 X 0 0 0 NATACHA SEIJAS BOARD MEMBER 2.00 X 0 0 0 DONALD H TURNER TRUSTEE EMER 2.00 X 0 0 0 H WEBSTER WALKER III BOARD MEMBER 2.00 X 0 0 0 WILLIAM A WATTS III BOARD MEMBER 2.00 X 0 0 0 PAT WEST BOARD MEMBER 2.00 X 0 0 0 ANGELA WILLIAMS BOARD MEMBER 2.00 X 0 0 0 JOHN M WOLFORD BOARD MEMBER 5.00 X 0 0 0 DR JAMES L WOODS JR BOARD MEMBER 5.00 X 0 0 0 DR WILLIAM F YOUNG TRUSTEE EMER 2.00 X 0 0 0 KURT L ECKEL CEO 40.00 X 131202 0 22065 LINDA BURTON FINANCE DIRE 40.00 X 47976 0 16811 179178 38876 1 false true false DAXKO LLC 600 UNIVERSITY PARK BIRMINGHAM AL 35209 CONSULTING 104902 1 328762 328762 DINING ROOM 1443514 1443514 ROOM RENT 1329553 1329553 FAMILY LODGE RENT 398826 398826 PROGRAM FEES 239013 239013 CABIN RENT 91678 91678 24995 24995 3527579 27084 27084 24226 16140 8086 8086 MISCELLANEOUS 59748 59748 VENDING MACHINES 724 724 60472 3951983 3527579 95642 114097 114097 17532 17532 218054 92554 85600 39900 50635 50635 1450440 1415484 18999 15957 116062 104061 6540 5461 142565 132146 6715 3704 133023 122072 7057 3894 11605 11605 18770 18770 155198 13652 141546 24404 24404 398060 374019 15741 8300 401054 395365 5689 55479 35403 15193 4883 47617 47617 467543 425465 42078 122950 119867 3083 COST OF FOOD 349022 349022 MISCELLANEOUS 27163 27163 4321273 3860558 378616 82099 70935 42295 1968498 2193976 90415 145139 37522 45442 857 9698 21713456 16360053 5569155 5353403 360343 168251 3969433 4492902 12067158 12451106 94649 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4492902 4530294 578311 578311 3951983 3951983 4321273 4321273 4321273 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. true YMCA OF MIDDLE TENNESSEE 501 SOUTH ROYAL OAKS FRANKLIN TN 37203 620476243 501C3 7830 FMV TUITION CREDIT YOUTH SCHOLARSHIPS YOUNG MENS CHRISTIAN ASSOCIATION 880 S LAWRENCE STREET MONTGOMERY AL 36104 630288885 501C3 25556 FMV TUITION CREDIT YOUTH SCHOLARSHIPS 2 BLUE RIDGE LEADERS SCHOOL 17532 FMV TUITION ASSISTA SCHEDULE I, PAGE 1, PART I, LINE 2 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. X X X false false false false false false false false false KURT L ECKEL CEO 131202 1798 20267 153267 PEGGY ECKEL FAMILY MEMBER 50635 EMPLOYEE COMPENSATIO false SCHEDULE L, PART V 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. 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.