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← SIDNEY-SHELBY COUNTY YMCA FOUNDATION INC

Form 990 for tax year 2022

Filed by SIDNEY-SHELBY COUNTY YMCA FOUNDATION INC.

Totals

Total revenue
-$611,958
Total expenses
$46,804
Contributions and grants received
$8,011
Grants paid
$0
Program service revenue
$0
Investment income
$63,750
Other revenue
-$683,719
Total assets, end of year
$3,438,596
Total liabilities, end of year
$24,000
Net assets or fund balances, end of year
$3,414,596
Program services expenses (Part IX)
$13,000
Management and general expenses
$33,804
Fundraising expenses
$0
Program service expenses (Part III)
$13,000

Program services were 27.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $8,011

  • 3 · Investment income

    total $63,750 · related or exempt $63,750

  • 11a · Other revenue: TRANSFER TO RELATED ORGANIZAT

    total -$50,000 · related or exempt -$50,000

  • 11b · Other revenue: UNREALIZED (LOSS) ON INVESTMT

    total -$633,719 · related or exempt -$633,719

  • 11e · Other revenue, total

    -$683,719

Functional expenses

Part IX, the statement of functional expenses.

  • 13 · Office expenses

    total $33,804 · management and general $33,804

  • 24a · Other expenses: SCHAUER SCHOLARSHIP

    total $12,000 · program services $12,000

  • 24b · Other expenses: LANTZ SCHOLARSHIP

    total $1,000 · program services $1,000

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $580,859 · end of year $521,637

  • 4 · Accounts receivable

    end of year $140

  • 11 · Investments: publicly traded securities

    beginning of year $3,511,999 · end of year $2,916,819

  • 25 · Other liabilities

    beginning of year $19,500 · end of year $24,000

  • 28 · Net assets with donor restrictions

    beginning of year $4,073,358 · end of year $3,414,596

Mission and programs · 2022

Mission

THE SIDNEY-SHELBY COUNTY YMCA FOUNDATION IS FORMED TO OPERATE EXCLUSIVELY FOR THE BENEFITS OF THE YOUNG MENS CHRISTIAN ASSOCIATION OF SIDNEY & SHELBY COUNTY, A TAX EXEMPT ORGANIZATION, WHOSE MISSION IS TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE TO BENEFIT ALL SHELBY COUNTY RESIDENTS THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. THE YMCA IS AN ALL INCLUSIVE ORGANIZATION. WE SERVE ALL INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY.

  • THE LEE E SCHAUER MEMORIAL SCHOLARSHIP WAS ESTABLISHED IN 1990 TO HONOR THE MEMORY OF LEE E SCHAUER, A STUDENT AT SIDNEY HIGH SCHOOL WHO SUFFERED AN ACCIDENTAL DEATH IN 1989, THE SUMMER BEFORE HIS SENIOR YEAR. THE YMCA ENCOURAGES PEOPLE TO ACCEPT AND DEMONSTRATE POSITIVE VALUES IN THEIR LIVES LIKE CARING, HONESTY, RESPECT AND RESPONSIBILITY. RECIPIENTS ARE ASKED TO ARTICULATE WHAT THESE VALUES MEAN TO THEM AND HOW THEY HAVE DEMONSTRATED THEM IN THEIR LIVES. THE SCHOLARSHIP HAS TWO IMPORTANT GOALS, TO LOVINGLY HONOR THE MEMORY OF LEE E SCHAUER, AND TO MAKE A SIGNIFICANT DIFFERENCE IN THE LIFE OF THE RECIPIENT. THE 2022 SCHOLARSHIP AMOUNT WAS 12,000. IN ADDITION TO THE SCHAUER SCHOLARSHIP, THE YMCA ALSO OFFERS THE JAMES LANTZ MEMORIAL SCHOLARSHIP. JIM DIED IN 1986 AT THE AGE OF 15. HIS FAMILY CREATED THE SCHOLARSHIP TO HONOR JIM'S MEMORY AND TO MAKE A POSITIVE IMPACT IN THE LIFE OF THE RECIPIENT. THE 2022 SCHOLARSHIP AMOUNT WAS 1,000.

    Expenses $13,000

  • INDEPENDENT TRANSFER OF AMOUNT FOR BENEFIT OF YMCA OF SIDNEY & SHELBY COUNTY.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DEAN WEINERT

    PRESIDENT/CH

    Total calculated
    $0
    Hours/week
    1

  • BRUCE BOYD

    DIRECTOR

    Total calculated
    $0

  • JULIE COVAULT

    DIRECTOR

    Total calculated
    $0

  • MICK GIVEN

    DIRECTOR

    Total calculated
    $0

  • RALPH KEISTER III

    DIRECTOR

    Total calculated
    $0

  • JERRY VANDERHORST

    DIRECTOR

    Total calculated
    $0

  • NATHAN BURNS

    DIRECTOR

    Total calculated
    $0

  • DAVID O'LEARY

    CEO

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
30 June 2023
IRS schema version
2022v5.0
Source object
202342069349301259

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