Form 990 for tax year 2022
Filed by YMCA FOUNDATION OF SOUTHERN ARIZONA.
Totals
- Total revenue
- $229,420
- Total expenses
- $437,282
- Contributions and grants received
- $304,477
- Grants paid
- $388,017
- Program service revenue
- $0
- Investment income
- -$75,057
- Other revenue
- $0
- Total assets, end of year
- $5,791,057
- Total liabilities, end of year
- $620,491
- Net assets or fund balances, end of year
- $5,170,566
- Program services expenses (Part IX)
- $388,017
- Management and general expenses
- $32,254
- Fundraising expenses
- $17,011
- Program service expenses (Part III)
- $388,017
Program services were 88.7% 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
$304,477
-
3 · Investment income
total $105,195 · excluded $105,195
-
7a · Gross sales of assets other than inventory
securities $2,655,201
-
7b · Less cost or other basis and sales expenses
securities $2,835,453
-
7c · Gain or loss
securities -$180,252
-
7d · Net gain or loss
total -$180,252 · excluded -$180,252
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $388,017 · program services $388,017
-
11c · Fees: accounting
total $15,560 · fundraising $15,560
-
11f · Fees: investment management
total $32,254 · management and general $32,254
-
23 · Insurance
total $1,451 · fundraising $1,451
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $538,837 · end of year $814,783
-
9 · Prepaid expenses and deferred charges
beginning of year $484 · end of year $483
-
11 · Investments: publicly traded securities
beginning of year $5,628,426 · end of year $4,654,003
-
15 · Other assets
beginning of year $321,992 · end of year $321,788
-
25 · Other liabilities
beginning of year $438,392 · end of year $620,491
-
27 · Net assets without donor restrictions
beginning of year $1,266,459 · end of year $482,938
-
28 · Net assets with donor restrictions
beginning of year $4,784,888 · end of year $4,687,628
Mission and programs · 2022
Mission
THE ACTIVITIES AND FUNDS OF THE YMCA FOUNDATION OF SOUTHERN ARIZONA ARE TO BENEFIT THE YMCA OF SOUTHERN ARIZONA AND HELP SUPPORT THEIR MISSION: "THE YMCA OF SOUTHERN ARIZONA IS DEDICATED TO IMPROVING THE QUALITY OF HUMAN LIFE AND TO HELPING ALL PEOPLE REALIZE THEIR FULLEST POTENTIAL THROUGH THE DEVELOPMENT OF SPIRIT, MIND, AND BODY."
-
DISTRIBUTIONS OF EARNINGS FROM INVESTMENTS TO THE YMCA OF SOUTHERN ARIZONA. THE YMCA IS TO USE THE DISTRIBUTIONS FOR OPERATIONS AND IMPROVEMENTS IN ORDER TO FULFILL ITS MISSION.
Expenses $388,017 · Grants $388,017
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Cris CiascaCRIS CIASCA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kathleen HanleyKATHLEEN HANLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jim HolmbergJIM HOLMBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Randy LewisRANDY LEWIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bill PorterBILL PORTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jim SakrisonJIM SAKRISON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stan SpackeenSTAN SPACKEEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kent RollinsKENT ROLLINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert LongleyROBERT LONGLEY
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Lisamarie JelderksLISAMARIE JELDERKS
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Gary DarlingGARY DARLING
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Dino SakellarDINO SAKELLAR
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Kurtis DawsonKURTIS DAWSON
PRESIDENT/CEO
- Total calculated
- $235,659
- From this org
- $0
- From related orgs
- $208,855
- Other
- $26,804
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $208,855 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $20,885 related
- Nontaxable benefits
- $0 + $5,919 related
- Filer's total
- $0 + $235,659 related
-
Cathy ScheirmanCATHY SCHEIRMAN
CFO
- Total calculated
- $138,764
- From this org
- $0
- From related orgs
- $121,033
- Other
- $17,731
- Hours/week
- 1 + 49 related
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$388,017
TO BENEFIT THE YMCA OF SOUTHERN ARIZONA AND HELP SUPPORT THEIR MISSION.
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.
-
501(C))(3) · PROVIDES SERVICES AND PROGRAMS TO BENEFIT THE COMMUNITY IT SERVES · AZ
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202303189349317405
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