Skip to content
Nonprofiteer
← BURLINGTON AREA COMMUNITY YMCA ENDOWMENT FOUNDATION

Form 990 for tax year 2023

Filed by BURLINGTON AREA COMMUNITY YMCA ENDOWMENT FOUNDATION.

Totals

Total revenue
$160,883
Total expenses
$213,585
Contributions and grants received
$0
Grants paid
$179,194
Program service revenue
$0
Investment income
$160,883
Other revenue
$0
Total assets, end of year
$4,128,987
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,128,987
Program services expenses (Part IX)
$179,194
Management and general expenses
$34,391
Fundraising expenses
$0
Program service expenses (Part III)
$179,194

Program services were 83.9% 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.

  • 3 · Investment income

    total $124,136 · excluded $124,136

  • 7a · Gross sales of assets other than inventory

    securities $36,747

  • 7c · Gain or loss

    securities $36,747

  • 7d · Net gain or loss

    total $36,747 · related or exempt $36,747

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $179,194 · program services $179,194

  • 11f · Fees: investment management

    total $34,391 · management and general $34,391

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $128,166 · end of year $122,167

  • 11 · Investments: publicly traded securities

    beginning of year $3,721,773 · end of year $4,006,820

  • 27 · Net assets without donor restrictions

    beginning of year $3,055,729 · end of year $3,260,689

  • 28 · Net assets with donor restrictions

    beginning of year $794,210 · end of year $868,298

Mission and programs · 2023

Mission

TO MAKE DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE - SPECIFICALLY, THE BURLINGTON COMMUNITY YMCA/YWCA.

  • TO MAKE DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE - SPECIFICALLY, THE BURLINGTON COMMUNITY YMCA/YWCA.

    Expenses $179,194 · Grants $179,194

As filed on the 2023 return.

Listed in Part VII

  • John Wagner

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Brett Bessine

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Terri Dowell

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Gene Anderson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Frank Delaney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brian Helling

    DIRECTOR

    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

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
2023
Filed
5 June 2024
IRS schema version
2023v5.0
Source object
202441589349301404

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.