YMCA OF SOUTHWEST FLORIDA INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- YMCA OF SOUTHWEST FLORIDA INC (EIN 59-1629660)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-06
- IRS object ID
- 201101269349300830
- Schema version
- 2009v1.7
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-06T14:08:16-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kerkering Barberio & Co | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 49348 | AddressLine1 |
| City | Sarasota | City |
| State | FL | State |
| ZIP Code | 342306348 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591629660 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTH COUNTY FAMILY YMCA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOUT | NameControl |
| Phone | 9414936130 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 CENTER ROAD | AddressLine1 |
| City | VENICE | City |
| State | FL | State |
| ZIP Code | 34285 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kenneth Modzelewski | Name |
| Title | CEO | Title |
| Phone | 9414936130 | Phone |
| Date Signed | 2011-04-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Rebecca U Stoner | Name |
| Phone | 9413654617 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Kenneth Modzelewski | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 CENTER ROAD | AddressLine1 |
| City | VENICE | City |
| State | FL | State |
| ZIP Code | 34285 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8333252 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.veniceymca.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1976 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | South County Family YMCA puts Judeo-Christian principles into practice through programs that build healthy mind, body, and spirit for all. We offer health and wellness and sports programs to people of all ages, provide pre-school and after school child care, and collaborate with other local not-for-profit agencies to assist community members in various aspects of life, including strengthening families. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 366 | TotalNbrEmployees |
| Total Nbr Volunteers | 190 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1102393 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1029647 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7064935 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6821261 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 75966 | InvestmentIncomePriorYear |
| Investment Income Current Year | 47225 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 277975 | OtherRevenuePriorYear |
| Other Revenue Current Year | 298627 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8521269 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8196760 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 437070 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 397568 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4705352 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4470833 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 441908 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3302193 | OtherExpensePriorYear |
| Other Expenses Current Year | 3307626 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8444615 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8176027 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 76654 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 20733 | RevenuesLessExpensesCY |
| Total Assets BOY | 20873734 | TotalAssetsBOY |
| Total Assets EOY | 20912063 | TotalAssetsEOY |
| Total Liabilities BOY | 7860258 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8016573 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13013476 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12895490 | NetAssetsOrFundBalancesEOY |
| Mission Description | South County Family YMCA's mission is to put Judeo-Christian principles into practice through programs that build healthy mind, body, and spirit for all. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2451861 | Expense |
| Grants | 185602 | Grants |
| Revenue | 2631521 | Revenue |
| Description | Pre-school care: South County Family YMCA operates two pre-schools in the Venice community, providing full-day care from 7:00 A.M. - 6:00 P.M. We provide safe, loving, affordable care for over 200 children ages six weeks - five years. In 2010, we discounted our rates to assist needy families in our pre-schools by over $140,000. These funds are obtained through our special events and annual giving campaigns and are also subsidized through membership fees. Currently, over 30% of the families enrolled in the pre-schools participate at a subsidized rate through YMCA scholarship assistance or through funding from the early learning coalition. Approximately 70% of our participants are currently living at or below the federal poverty level. Both pre-schools are licensed through the department of children and families, which ensures that the centers adhere to strict guidelines that improve the quality of care that is provided. The Venice pre-school is apple accredited, which is one of the highest ratings a center can receive. Both sites have contracted with the early learning coalition and with the state of Florida's voluntary pre-kindergarten program. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1443027 | Expense |
| Grants | 141559 | Grants |
| Revenue | 1900972 | Revenue |
| Description | School Age Care: South County Family YMCA's school age care program provides before-and after- school care for youth from kindergarten through eighth grade. The program is available at six sites, including two YMCA branches, three schools, and one church. Before-school care begins at 6:30 A.M., and after-school care ends at 6:00 P.M. For students at which we do not offer the program at their school, the youth are bussed to the YMCA. During the school year, approximately 420 students participate in school age care. Daily activities available include learning centers, homework help and tutoring, arts and crafts, group games, and physical fitness. The YMCA also has two YMCA reads! sites offered through school age care. This program provides free extensive reading tutoring from trained staff and volunteers in a one-on-one setting for students from kindergarten through third grade. Our sites have been ranked first and third in the state by evaluators hired by the department of education. Full-day school age programs are also offered to youth throughout the year when school is not in session. The programs are available from 7:00 A.M. - 6:00 P.M. and were attended by almost 600 children this year. In FY 2010, the YMCA provided discounted rates of over $110,000 to needy families in the school age program. The program is licensed through the department of children and families. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1637249 | Expense |
| Grants | 56544 | Grants |
| Revenue | 1286243 | Revenue |
| Description | Sports: In 2010, over 1,900 kids participated in South County Family YMCA's sports programs. Sports leagues are offered to children ages three years - eighteen year in soccer, basketball, tee-ball, baseball, and volleyball. The "Y Winners" philosophy is utilized, which ensures equal playing time for all children, regardless of their skill level. Aquatics and gymnastics are two of our other sports departments. Programs and classes are offered in these sports in competitive and non-competitive environments. In 2010, over 500 kids learned to swim in our aquatics program. The competitive swim team currently has about 80 participants. The gymnastics department offers instruction in dance, cheerleading, and gymnastics to kids from pre-school age to teenagers. Scholarship assistance totaling over $38,000 was provided to participants in sports programs in 2010. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1580550 | Expense |
| Grants | 13863 | Grants |
| Revenue | 1002525 | Revenue |
| Description | Wellness: South County Family YMCA has been addressing various community health issues for years, and recently there has been a focus on childhood obesity and diabetes. Youth physical fitness is promoted through fitness classes targeting that age group and the design of a new youth-specific wellness area. Each day at our facilities, over 2,500 youth, teens, adults, and seniors work to improve their health and wellness. There are 190 group exercise classes offered per week. The YMCA has also transitioned the cardiac phase III center from the local hospital to our Venice facility. 240 cardiac patients are assisted and monitored by a full-time cardiac care nurse that is on staff at the YMCA. Wellness programs are extremely useful to participants recovering from other illnesses and injuries, as well. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1580550 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 13863 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 1002525 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 7112687 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 15 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 366 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | lori JAMES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9414929622 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 Center Rd | AddressLine1 |
| City | Venice | City |
| State | FL | State |
| ZIP Code | 34285 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Darcy o'brien | ||||||
| member, BOD | 0.30 | X | 0 | 0 | 0 | |
| Edmund Campbell | ||||||
| Member, BOD | 0.50 | X | 0 | 0 | 0 | |
| Fred Hammett | ||||||
| Member, BOD | 0.50 | X | 0 | 0 | 0 | |
| George Pickhardt | ||||||
| member, BOD | 0.50 | X | 0 | 0 | 0 | |
| Jeannette Flokstra | ||||||
| member, BOD | 0.30 | X | 0 | 0 | 0 | |
| Jeff King | ||||||
| Member, BOD | 0.50 | X | 0 | 0 | 0 | |
| Joe dombrowski | ||||||
| member, BOD | 0.30 | X | 0 | 0 | 0 | |
| John Kearney | ||||||
| Member, BOD | 0.30 | X | 0 | 0 | 0 | |
| Joseph Ferretti | ||||||
| Member, BOD | 0.30 | X | 0 | 0 | 0 | |
| Kelly Caldwell | ||||||
| Member, BOD | 0.50 | X | 0 | 0 | 0 | |
| Mary Ann Conroy | ||||||
| member, BOD | 0.50 | X | 0 | 0 | 0 | |
| Mary Smith | ||||||
| Member, BOD | 0.30 | X | 0 | 0 | 0 | |
| Michelle Hazeltine | ||||||
| Member, BOD | 0.30 | X | 0 | 0 | 0 | |
| Richard Appell | ||||||
| member, BOD | 0.50 | X | 0 | 0 | 0 | |
| Tom Knight | ||||||
| member, BOD | 0.30 | X | 0 | 0 | 0 | |
| David Wampler | ||||||
| SecRETARY | 0.50 | X | 0 | 0 | 0 | X |
| Grady Hough III | ||||||
| Past CHAIR | 0.30 | X | 0 | 0 | 0 | X |
| Jim Kuhlman | ||||||
| CHAIR | 0.50 | X | 0 | 0 | 0 | X |
| Robert Klingbeil | ||||||
| TreaSURER | 0.50 | X | 0 | 0 | 0 | X |
| Wendy Fishman | ||||||
| Vice Chair | 0.50 | X | 0 | 0 | 0 | X |
| Kenneth Modzelewski | ||||||
| Chief Executive Officer | 45.00 | X | 160961 | 0 | 34096 | X |
| Lori James | ||||||
| Chief Financial officer | 45.00 | 72692 | 0 | 12069 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 233653 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 46165 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 68842 | FundraisingEvents |
| All Other Contributions | 960805 | AllOtherContributions |
| Noncash Contributions | 19800 | NoncashContributions |
| Total Contributions | 1029647 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Membership dues | 624100 | 3596525 | 3596525 |
| PROGRAM SERVICE FEE RE | 624100 | 3224736 | 3224736 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6821261 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47225 | TotalRevenueColumn |
| Exclusion | $47,225 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 138641 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 138641 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 138641 | TotalRevenueColumn |
| Exclusion | $138,641 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 287692 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 68842 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 136492 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 151200 | TotalRevenueColumn |
| Exclusion | $151,200 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 4023 | GrossSalesOfInventory |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4023 | TotalRevenueColumn |
| Exclusion | $4,023 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | miscellaneous | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 4763 | TotalRevenueColumn |
| Exclusion | $4,763 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4763 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8196760 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6821261 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $345,852 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 397568 | Total |
| Program Services | 397568 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 279819 | Total |
| Program Services | 39338 | ProgramServices |
| Management And General | 196976 | ManagementAndGeneral |
| Fundraising | 43505 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3293756 | Total |
| Program Services | 3005280 | ProgramServices |
| Management And General | 121280 | ManagementAndGeneral |
| Fundraising | 167196 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181752 | Total |
| Program Services | 173365 | ProgramServices |
| Management And General | 170 | ManagementAndGeneral |
| Fundraising | 8217 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 426677 | Total |
| Program Services | 384395 | ProgramServices |
| Management And General | 20316 | ManagementAndGeneral |
| Fundraising | 21966 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 288829 | Total |
| Program Services | 248797 | ProgramServices |
| Management And General | 23395 | ManagementAndGeneral |
| Fundraising | 16637 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53752 | Total |
| Program Services | 50732 | ProgramServices |
| Management And General | 1765 | ManagementAndGeneral |
| Fundraising | 1255 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76187 | Total |
| Program Services | 71907 | ProgramServices |
| Management And General | 2501 | ManagementAndGeneral |
| Fundraising | 1779 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202395 | Total |
| Program Services | 179126 | ProgramServices |
| Management And General | 13599 | ManagementAndGeneral |
| Fundraising | 9670 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60491 | Total |
| Program Services | 52107 | ProgramServices |
| Management And General | 4900 | ManagementAndGeneral |
| Fundraising | 3484 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 612162 | Total |
| Program Services | 527316 | ProgramServices |
| Management And General | 49586 | ManagementAndGeneral |
| Fundraising | 35260 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 425215 | Total |
| Program Services | 366280 | ProgramServices |
| Management And General | 34443 | ManagementAndGeneral |
| Fundraising | 24492 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80562 | Total |
| Program Services | 69396 | ProgramServices |
| Management And General | 6526 | ManagementAndGeneral |
| Fundraising | 4640 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 261544 | Total |
| Program Services | 225294 | ProgramServices |
| Management And General | 21185 | ManagementAndGeneral |
| Fundraising | 15065 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 690214 | Total |
| Program Services | 593813 | ProgramServices |
| Management And General | 56338 | ManagementAndGeneral |
| Fundraising | 40063 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 395887 | Total |
| Program Services | 341017 | ProgramServices |
| Management And General | 32067 | ManagementAndGeneral |
| Fundraising | 22803 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EQUIPMENT RENTAL AND MA | 102608 | 88387 | 8310 | 5911 |
| BANK & CREDIT CARD FEES | 102156 | 87997 | 8275 | 5884 |
| BAD DEBTS | 39637 | 34143 | 3211 | 2283 |
| taxes | 38314 | 33004 | 3103 | 2207 |
| vehicle expenses | 27780 | 23930 | 2250 | 1600 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138722 | Total |
| Program Services | 119495 | ProgramServices |
| Management And General | 11236 | ManagementAndGeneral |
| Fundraising | 7991 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8176027 | Total |
| Program Services | 7112687 | ProgramServices |
| Management And General | 621432 | ManagementAndGeneral |
| Fundraising | 441908 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1202 | BOY |
| EOY | 1202 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3113178 | BOY |
| EOY | 3862426 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 424723 | BOY |
| EOY | 272377 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83827 | BOY |
| EOY | 116502 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5470 | BOY |
| EOY | 613 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95924 | BOY |
| EOY | 99798 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 21756201 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5469608 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16671229 | BOY |
| EOY | 16286593 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 963 | BOY |
| EOY | 1436 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 214719 | BOY |
| EOY | 16000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 262499 | BOY |
| EOY | 255116 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20873734 | BOY |
| EOY | 20912063 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201769 | BOY |
| EOY | 338894 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126679 | BOY |
| EOY | 151099 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7500000 | BOY |
| EOY | 7500000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31810 | BOY |
| EOY | 26580 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7860258 | BOY |
| EOY | 8016573 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11318538 | BOY |
| EOY | 11325242 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1694938 | BOY |
| EOY | 1570248 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13013476 | BOY |
| EOY | 12895490 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20873734 | BOY |
| EOY | 20912063 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3790778 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1491983 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1286096 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1102393 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1029647 | CurrentTaxYear |
| Total | 8700897 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5678726 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6828530 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7515335 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7070188 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6825284 | CurrentTaxYear |
| Total | 33918063 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 595183 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 424794 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 197657 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 308411 | CurrentTaxYearMinus1Year |
| Current Tax Year | 287692 | CurrentTaxYear |
| Total | 1813737 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10064687 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8745307 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8999088 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8480992 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8142623 | CurrentTaxYear |
| Total | 44432697 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 44432697 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 351821 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 332612 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 198910 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 204972 | CurrentTaxYearMinus1Year |
| Current Tax Year | 185866 | CurrentTaxYear |
| Total | 1274181 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 351821 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 332612 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 198910 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 204972 | CurrentTaxYearMinus1Year |
| Current Tax Year | 185866 | CurrentTaxYear |
| Total | 1274181 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 82789 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 108290 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32953 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4325 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4763 | CurrentTaxYear |
| Total | 233120 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10499297 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9186209 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9230951 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8690289 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8333252 | CurrentTaxYear |
| Total | 45939998 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.96720 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96790 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02770 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02600 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2072548 | OtherCostOrOtherBasis |
| Book Value | 2072548 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16531196 | OtherCostOrOtherBasis |
| Depreciation | 3302334 | Depreciation |
| Book Value | 13228862 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3152457 | OtherCostOrOtherBasis |
| Depreciation | 2167274 | Depreciation |
| Book Value | 985183 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 16286593 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RENTAL DEPOSITS HELD | $13,050 |
| VOUCHERS PAYABLE | $13,530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 26580 | TotalOfAmounts |
| Total Revenue | 8196760 | TotalRevenue |
| Total Expenses | 8176027 | TotalExpenses |
| Excess Or Deficit For Year | 20733 | ExcessOrDeficitForYear |
| Donated Services And Facilities | 60000 | DonatedServicesAndFacilities |
| Other | $24,728 | OtherAmount |
| Total Adjustments | 84728 | TotalAdjustments |
| Excess Or Deficit Per FS | 105461 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7883920 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 60000 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 24728 | OtherRevenues |
| Revenue Not Rptd F990 | 84728 | RevenueNotRptdF990 |
| Revenue Subtotal | 7799192 | RevenueSubtotal |
| Other Revenues Not Included | 397568 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 397568 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8196760 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7778459 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7778459 | ExpensesSubtotal |
| Other Expenses Not Included | 397568 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 397568 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8176027 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XI, Line 8 - Other Adjustments: | REPORTED ON SOUTH COUNTY YMCA FOUNDATION: 24728. |
| Part XII, Line 2d - Other Adjustments: | AMOUNT REPORTED ON SOUTH COUNTY YMCA FOUNDATION: 24728. |
| Part XII, Line 4b - Other Adjustments: | financial assistance netted against program revenue on financial statements: 316951. financial assistance netted against membership dues on financial statements: 80617. |
| Part XIII, Line 4b - Other Adjustments: | financial assistance netted against program revenue on financial statements: 316951. financial assistance netted against membership dues on financial statements: 80617. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Black Tie / DDA Dinner | NameOfEvent1 |
| Gross Receipts Event1 | 145395 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 49050 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 96345 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 2236 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 1097 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 36354 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 6354 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 19868 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Tropical nights | NameOfEvent2 |
| Gross Receipts Event2 | 110704 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 7875 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 102829 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 4550 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 13222 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 27024 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 900 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 9644 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 32785 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 11917 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 20868 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 3862 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 715 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 2914 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 3377 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 1200 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 3174 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 288884 | GrossReceiptsTotal |
| Charitable Contributions Total | 68842 | CharitableContributionsTotal |
| Gross Revenue Total Events | 220042 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 3862 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 7501 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 17233 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 66755 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 8454 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 32686 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 136491 | DirectExpenseSummaryEvents |
| Net Income Summary | 83551 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships in the form of discounts to program fees awarded to various program participants and membership dues awarded to various members. | TypeOfGrant |
| Number Of Recipients | 1220 | NumberOfRecipients |
| Amount Of Cash Grant | 397568 | AmountOfCashGrant |
| Method Of Valuation | Fair Market Value | MethodOfValuation |
| Description Of Non Cash Assistance | To subsidize program fees to qualifying participants | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: We have a scholarship administrator who uses a sliding scale based on the federal poverty level and modeled after other area YMCAs' scales that measures an applicant's income and is adjusted based on the # of people in that person's household to determine the % scholarship that will be awarded. The applicant is required to complete a new application and provide proof of income annually, and a file is kept on each scholarship recipient. There are emergency situations in which some people are awarded a discount without having to provide the normal documentation; they are brought to the attention of the CEO, CFO, or VP by department directors, and, if approved, are documented in a file by the scholarship administrator. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kenneth Modzelewski | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 160961 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 34096 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 195057 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | The Executive Committee approved a membership to a local country club for the CEO to be used to cultivate donor relationships. |
| Part I, Line 1b | There is no written policy, however, the current procedures require the Executive Director to remit receipts and check request forms for expenses that he has paid out of pocket and then the Organization reimburses him via check. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sarasota County Florida | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 596000848 | IssuerEIN |
| CUSIP Number | 803296AHS | CUSIPNumber |
| Date Issued | 2005-07-29 | DateIssued |
| Issue Price | 7500000 | IssuePrice |
| Description Of Purpose | Industrial Development Revenue Bonds; construction of two YMCA branches | DescriptionOfPurpose |
| Defeased | 1 | Defeased |
| On Behalf Of Issuer | 1 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 7500000 | TotalProceeds |
| Issuance Costs From Proceeds | 157912 | IssuanceCostsFromProceeds |
| Capital Expenditures | 7342088 | CapitalExpenditures |
| Year Of Subst Completion | 2007 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 0 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 1 | The organization's Chief Executive Officer is a voting member of the board. When a conflict of interest arises, he recuses himself from the discusion and voting. | |
| Form 990, Part VI, Section A, line 2 | Kelly Caldwell has a business relationship with Jim Kuhlman Mary Ann Conroy has a business relationship with Patrick Ryan Richard Appell has a business relationship with Michelle Hazeltine and Fred Hammett Robert Klingbeil has a business relationship with Jim Kuhlman Wendy Fishman has a business relationship with Kelly Caldwell George Pichardt has a business relationship with Jim Kuhlman and Fred Hammett Mary Smith has a business relationship with Jim Kuhlman David Wampler has a business relationship with Jim Kuhlman Lori Doughty has a business relationship with Jim Kuhlman. | |
| Form 990, Part VI, Section A, line 8b | Committees meet and discuss matters to decide on what recommendation they will be making to the board. A representative of the committee then addresses the board at full board meetings and brings up issues which require board approval along with the committee's recommendation. The board votes on the issues, which is recorded in the minutes. | |
| Form 990, Part VI, Section B, line 11 | The final draft of the form 990 will be presented to the board via e-mail before filing the final return. | |
| Form 990, Part VI, Section B, line 12c | Board members, officers, and key employees all receive and review an e-mailed list of vendors hired by the organization within the last fiscal year. The list is sent by the CFO annually and is available at any other time during the year upon request. They subsequently report any conflicts of interest that become apparent through this process. | |
| Form 990, Part VI, Section B, line 15 | The executive committee evaluates the CEO's performance annually and ensures that his salary is reasonable. The CEO has no input into his compensation. The CEO reviews the performance and compensation of the CFO annually and determines reasonableness and fairness by comparing to other finance directors' salaries in local and national publications, including other YMCA's. | |
| Form 990, Part VI, Section C, line 19 | All documents are available upon request. | |
| Form 990, Part XI, line 2c | The Audit Committee is comprised of all members of the Finance Committee as well as another member of the Board of Directors. The committee meets at the inception of the financial statement audit and again to review the draft of the audited financial statements, as well as on occasion one or two other times/year to discuss audit issues. | Audit responsibility |
| Form 990, Part I, Line 6 | South County Family YMCA's volunteers work as reading tutors, help in the pre-schools and with various sports programs, and assist with special events. | Volunteers |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTH COUNTY FAMILY YMCA FOUNDATION INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 CENTER RD | AddressLine1 |
| City | VENICE | City |
| State | FL | State |
| ZIP Code | 34285 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592507997 | EIN |
| Primary Activities | TO HOLD ASSETS FOR THE BENEFIT OF SOUTH COUNTY FAMILY YMCA | PrimaryActivities |
| Legal Domicile State | FL | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | Line 7 | PublicCharityStatus |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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