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← YOUNG MENS CHRISTIAN ASSOCIATION OF PIERCE AND KITSAP COUNTIES

Form 990 for tax year 2022

Filed by YOUNG MENS CHRISTIAN ASSOCIATION OF PIERCE AND KITSAP COUNTIES.

Totals

Total revenue
$50,576,978
Total expenses
$57,736,593
Contributions and grants received
$5,914,319
Grants paid
$2,496,363
Program service revenue
$43,674,154
Investment income
$315,954
Other revenue
$672,551
Total assets, end of year
$131,115,981
Total liabilities, end of year
$41,996,633
Net assets or fund balances, end of year
$89,119,348
Program services expenses (Part IX)
$45,292,138
Management and general expenses
$11,459,326
Fundraising expenses
$985,129
Program service expenses (Part III)
$45,292,138

Program services were 78.4% 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.

  • 1a · Federated campaigns

    $150

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $9,529

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $2,108,191

  • 1f · All other contributions, gifts and grants

    $3,796,449

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Membership Revenue

    total $31,860,774 · related or exempt $31,860,774

  • 2b · Program service revenue: Childcare Revenue -- School Age

    total $3,599,011 · related or exempt $3,599,011

  • 2c · Program service revenue: Day Camp Revenue

    total $2,482,003 · related or exempt $2,482,003

  • 2d · Program service revenue: Resident Camp Revenue

    total $897,714 · related or exempt $897,714

  • 2e · Program service revenue: Childcare Revenue -- Infant/Toddler/Preschool

    total $0 · related or exempt $0

  • 2f · All other program service revenue

    total $4,834,652 · related or exempt $4,834,652 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $257,838 · related or exempt $0 · unrelated business $0 · excluded $257,838

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $694,486 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $694,486 · personal property $0

  • 6d · Net rental income or loss

    total $694,486 · related or exempt $694,486 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $58,116

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $58,116

  • 7d · Net gain or loss

    total $58,116 · related or exempt $0 · unrelated business $0 · excluded $58,116

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $9,529

  • 8b · Fundraising events: direct expenses

    $54,703

  • 8c · Net income from fundraising events

    total -$54,703 · unrelated business $0 · excluded -$54,703

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 10a · Gross sales of inventory

    $26,137

  • 10b · Cost of goods sold

    $21,494

  • 10c · Net income from sales of inventory

    total $4,643 · related or exempt $0 · unrelated business $0 · excluded $4,643

  • 11a · Other revenue: Other

    total $28,125 · related or exempt $28,125 · unrelated business $0 · excluded $0

  • 11b · Other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11c · Other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $28,125

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0 · program services $0

  • 2 · Grants to domestic individuals

    total $2,496,363 · program services $2,496,363

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $588,162 · program services $79,572 · management and general $297,530 · fundraising $211,060

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $24,273,678 · program services $19,229,096 · management and general $4,589,104 · fundraising $455,478

  • 8 · Pension plan contributions

    total $792,790 · program services $577,440 · management and general $199,823 · fundraising $15,527

  • 9 · Other employee benefits

    total $1,788,994 · program services $1,267,902 · management and general $466,658 · fundraising $54,434

  • 10 · Payroll taxes

    total $1,863,488 · program services $1,665,306 · management and general $146,138 · fundraising $52,044

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $125,191 · program services $0 · management and general $125,191 · fundraising $0

  • 11c · Fees: accounting

    total $89,250 · program services $0 · management and general $89,250 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $3,521,766 · program services $2,348,580 · management and general $1,147,884 · fundraising $25,302

  • 12 · Advertising and promotion

    total $353,775 · program services $28,340 · management and general $294,528 · fundraising $30,907

  • 13 · Office expenses

    total $1,496,305 · program services $492,949 · management and general $962,710 · fundraising $40,646

  • 14 · Information technology

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $2,928,407 · program services $2,678,615 · management and general $249,792 · fundraising $0

  • 17 · Travel

    total $116,710 · program services $88,429 · management and general $27,980 · fundraising $301

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $9,221 · program services $8,548 · management and general $673 · fundraising $0

  • 20 · Interest

    total $951,711 · program services $739,063 · management and general $195,688 · fundraising $16,960

  • 21 · Payments to affiliates

    total $410,058 · program services $409,092 · management and general $966 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $6,431,509 · program services $4,994,466 · management and general $1,322,427 · fundraising $114,616

  • 23 · Insurance

    total $1,221,504 · program services $1,121,527 · management and general $99,977 · fundraising $0

  • 24a · Other expenses: EQUIPMENT MAINTENANCE

    total $3,530,426 · program services $3,131,999 · management and general $397,361 · fundraising $1,066

  • 24b · Other expenses: SUPPLIES

    total $2,614,634 · program services $2,498,175 · management and general $115,264 · fundraising $1,195

  • 24c · Other expenses: licenses and hosting fee

    total $1,947,203 · program services $1,341,792 · management and general $641,089 · fundraising -$35,678

  • 24d · Other expenses: Dues

    total $68,876 · program services $0 · management and general $68,188 · fundraising $688

  • 24e · All other expenses

    total $116,572 · program services $94,884 · management and general $21,105 · fundraising $583

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,827,293 · end of year $5,994,928

  • 2 · Savings and temporary cash investments

    beginning of year $10,549,338 · end of year $10,948,878

  • 3 · Pledges and grants receivable

    beginning of year $9,643,063 · end of year $8,114,974

  • 4 · Accounts receivable

    beginning of year $1,261,016 · end of year $1,084,028

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0

  • 8 · Inventories for sale or use

    beginning of year $19,411 · end of year $17,490

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,274,025 · end of year $747,901

  • 10a · Land, buildings and equipment: cost or other basis

    $198,966,662

  • 10b · Land, buildings and equipment: accumulated depreciation

    $99,285,158

  • 10c · Land, buildings and equipment, net

    beginning of year $104,446,744 · end of year $99,681,504

  • 11 · Investments: publicly traded securities

    beginning of year $560,774 · end of year $639,315

  • 12 · Investments: other securities

    beginning of year $0 · end of year $3,217,167

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0

  • 15 · Other assets

    beginning of year $1,453,609 · end of year $669,796

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,683,480 · end of year $2,612,047

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $1,041,301 · end of year $2,068,741

  • 20 · Tax-exempt bond liabilities

    beginning of year $38,090,329 · end of year $36,215,027

  • 21 · Escrow or custodial account liability

    beginning of year $180,525 · end of year $111,715

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $288,178 · end of year $989,103

  • 27 · Net assets without donor restrictions

    beginning of year $76,700,179 · end of year $69,433,262

  • 28 · Net assets with donor restrictions

    beginning of year $18,051,281 · end of year $19,686,086

Mission and programs · 2022

Mission

TO BUILD STRONG KIDS, STRONG FAMILIES, AND STRONG COMMUNITIES BY PUTTING CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT PROMOTE HEALTHY LIFESTYLES, STRONG VALUES, LEADERSHIP DEVELOPMENT, COMMUNITY INTERACTION, AND INTERNATIONAL UNDERSTANDING.

Activities or mission (Part I)

TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND, AND BODY FOR ALL.

  • THE YMCA OF PIERCE AND KITSAP COUNTIES' MISSION IS TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD A HEALTHY SPIRIT, MIND, AND BODY FOR ALL. THE Y IS THE LEADING NONPROFIT COMMITTED TO STRENGTHENING COMMUNITY BY CONNECTING ALL PEOPLE TO THEIR POTENTIAL, PURPOSE, AND EACH OTHER. THERE IS NO OTHER NONPROFIT QUITE LIKE THE Y. THAT'S BECAUSE IN 10,000 NEIGHBORHOODS ACROSS THE NATION, WE HAVE THE PRESENCE AND PARTNERSHIPS TO NOT JUST PROMISE, BUT TO DELIVER, LASTING PERSONAL AND SOCIAL CHANGE. -THE Y IS COMMUNITY CENTERED. FOR OVER 160 YEARS, WE'VE BEEN LISTENING AND RESPONDING TO OUR COMMUNITIES. -THE Y BRINGS PEOPLE TOGETHER. WE WELCOME ALL PEOPLE AND CONNECT PEOPLE OF ALL AGES AND BACKGROUNDS TO BRIDGE THE GAPS IN COMMUNITY NEEDS. -THE Y NURTURES POTENTIAL. WE BELIEVE EVERYONE SHOULD HAVE THE OPPORTUNITY TO LEARN, GROW, AND THRIVE. -THE Y HAS LOCAL PRESENCE AND NATIONAL REACH. WE MOBILIZE LOCAL COMMUNITIES TO AFFECT LASTING, MEANINGFUL CHANGE. MEMBERSHIP IS THE CORE OF ALL YMCA PROGRAMS. DURING 2022, MORE THAN 96,000 PEOPLE OF ALL AGES AND BACKGROUNDS WERE ACTIVE YMCA MEMBERS. ADDITIONALLY, PEOPLE ENGAGED IN Y PROGRAMS WITH OVER 127,000 REGISTRATIONS IN 2022. PARTICIPATION IS OPEN TO ALL REGARDLESS OF FINANCIAL CIRCUMSTANCES. THE YMCA PROVIDED $2.5 MILLION IN MEMBERSHIP AND PROGRAM FEE ASSISTANCE, AS WELL AS PROGRAM SUBSIDY, IN SUPPORT OF OUR COMMITMENT TO INCLUSIVITY, MAKING IT POSSIBLE FOR AN AVERAGE OF 19,000 PEOPLE TO PARTICIPATE IN Y PROGRAMS EACH MONTH THROUGHOUT 2022. YOUTH DEVELOPMENT: NURTURING THE POTENTIAL OF EVERY CHILD AND TEEN WE BELIEVE ALL CHILDREN DESERVE THE OPPORTUNITY TO DISCOVER WHO THEY ARE AND WHAT THEY CAN ACHIEVE. THAT'S WHY, THROUGH THE Y, MILLIONS OF YOUTH TODAY ARE CULTIVATING THE VALUES, SKILLS, AND RELATIONSHIPS THAT LEAD TO POSITIVE BEHAVIORS, BETTER HEALTH, AND EDUCATIONAL ACHIEVEMENT. YMCA BEFORE AND AFTER SCHOOL: THE Y PROVIDES A SAFE, NURTURING ENVIRONMENT FOR CHILDREN TO LEARN, GROW, AND DEVELOP SOCIAL SKILLS. YMCA BEFORE AND AFTER SCHOOL PROGRAMS SERVE ELEMENTARY STUDENTS WITH A VARIETY OF PROGRAMMATIC AND ACTIVITY OPTIONS TO EXPLORE AND DEVELOP THEIR INTERESTS AND TALENTS. OUR FOCUS ON SAFETY, HEALTH, SOCIAL GROWTH, AND ACADEMIC ENHANCEMENT MEANS CHILDREN HAVE FUN, GROW, AND THRIVE IN OUR CARE. MORE THAN 1,500 CHILDREN PARTICIPATED IN BEFORE AND AFTER SCHOOL PROGRAMS IN 2022. LEARNING AND DEVELOPMENT: THE Y GIVES CHILDREN AND TEENS KNOWLEDGE, CHARACTER DEVELOPMENT, GUIDANCE, AND ENCOURAGEMENT TO HELP YOUTH DEVELOP AND REALIZE THEIR POTENTIAL. THROUGH PROGRAMS LIKE TEEN LEADERSHIP DEVELOPMENT AT YMCA CAMP SEYMOUR, YOUTH AND GOVERNMENT IN LOCAL MIDDLE SCHOOLS AND HIGH SCHOOLS, AND YOUTH LEADERSHIP DEVELOPMENT AT Y FACILITIES, THOUSANDS OF TEENS AND CHILDREN EXPERIENCED THE GROWTH AND VALUES ONLY Y PROGRAMS CAN PROVIDE. AQUATICS AND YOUTH SPORTS: THROUGH OUR MEMBERSHIP BASE AND OUTREACH PROGRAMS, THE Y PROVIDES POSITIVE, FUN ACTIVITIES THAT BUILD ATHLETIC, SOCIAL, AND INTERPERSONAL SKILLS. IN 2022, THE Y SERVED MORE THAN 27,000 YOUTH THROUGH MEMBERSHIP, AND TAUGHT MORE THAN 46,000 SWIM LESSONS. CAMP: YMCA CAMP SEYMOUR OFFERS AN EXCITING, SAFE COMMUNITY FOR YOUTH AND FAMILIES TO EXPLORE THE OUTDOORS, BUILD SELF-ESTEEM, DEVELOP INTERPERSONAL SKILLS, AND MAKE LASTING FRIENDSHIPS AND MEMORIES. MORE THAN 13,000 YOUTH AND FAMILIES ENJOYED CAMP SEYMOUR YEAR-AND CAMP LAKE HELENA ROUND THROUGH SUMMER RESIDENT CAMP, OUTDOOR ENVIRONMENTAL EDUCATION, AND FAMILY CAMPS. HEALTHY LIVING: IMPROVING THE NATION'S HEALTH AND WELL-BEING IN COMMUNITIES ACROSS THE NATION, THE Y IS A LEADING VOICE ON HEALTH AND WELL-BEING. WITH A MISSION CENTERED ON BALANCE, THE Y BRINGS FAMILIES CLOSER TOGETHER, ENCOURAGES GOOD HEALTH, AND FOSTERS CONNECTIONS THROUGH FITNESS, SPORTS, FUN, AND SHARED INTERESTS. AS A RESULT, MILLIONS OF YOUTH, ADULTS, AND FAMILIES ARE RECEIVING THE SUPPORT, GUIDANCE AND RESOURCES NEEDED TO ACHIEVE GREATER HEALTH AND WELL-BEING FOR THEIR SPIRIT, MIND, AND BODY. HEALTH, WELL-BEING AND FITNESS: THROUGH A ROBUST MEMBERSHIP BASE AND STRATEGIC PARTNERSHIPS, THE Y PROVIDES RESOURCES AND GUIDANCE TO MAINTAIN AND IMPROVE PHYSICAL ACTIVITY, HEALTH, AND WELLNESS. IN 2022, MEMBERS DROPPED INTO PROGRAMS 2.8 MILLION TIMES TO STRENGTHEN THEIR SPIRIT, MIND, AND BODY. SOCIAL RESPONSIBILITY: GIVING BACK AND PROVIDING SUPPORT TO OUR NEIGHBORS THE Y HAS BEEN LISTENING AND RESPONDING TO OUR COMMUNITIES' MOST CRITICAL SOCIAL NEEDS FOR OVER 178 YEARS. WHETHER DEVELOPING SKILLS OR EMOTIONAL WELL-BEING THROUGH EDUCATION AND TRAINING, WELCOMING AND CONNECTING DIVERSE DEMOGRAPHIC POPULATIONS THROUGH GLOBAL SERVICES, OR PREVENTING CHRONIC DISEASE AND BUILDING HEALTHIER COMMUNITIES THROUGH COLLABORATIONS WITH POLICYMAKERS, THE Y FOSTERS THE CARE AND RESPECT ALL PEOPLE NEED AND DESERVE. SOCIAL SERVICES: THE YMCA CENTER FOR COMMUNITY IMPACT EMPOWERS YOUTH AND FAMILIES BY DELIVERING PROGRAMS AND SERVICES THAT SUPPORT EQUITY IN EDUCATION, HEALTH, AND JUVENILE JUSTICE. THE CENTER FOR COMMUNITY IMPACT FOCUSED ON THREE KEY AREAS: CHRONIC DISEASE PREVENTION, YOUTH AND TEEN EDUCATION, AND YOUTH JUSTICE INITIATIVES. MUCH OF THIS WORK WAS DONE OUTSIDE OUR WALLS AT NO COST TO PARTICIPANTS, OFTEN IN LOCAL SCHOOLS, REACHING 65,000 INDIVIDUALS IN 2022 WHO OTHERWISE WOULD NOT HAVE AN EXPERIENCE WITH THE Y. VOLUNTEERISM AND GIVING: VOLUNTARY CONTRIBUTIONS FUND, LEAD, AND SUPPORT THE Y'S CRITICAL WORK. NEARLY 700 PEOPLE VOLUNTEERED AT THE Y IN 2022, CONTRIBUTING NEARLY 64,000 HOURS VALUED AT $1.95 MILLION. ADVOCACY: THE Y COLLABORATES WITH POLICY MAKERS, COMMUNITY LEADERS AND PRIVATE AND PUBLIC ORGANIZATIONS TO DEVELOP YOUTH, PREVENT CHRONIC DISEASE, AND BUILD HEALTHIER COMMUNITIES AND ENCOURAGE SOCIAL RESPONSIBILITY.

    Expenses $45,292,138 · Grants $2,496,363 · Revenue $44,396,765

As filed on the 2022 return.

Listed in Part VII

  • Deedra Walkey

    Secretary

    Total calculated
    $0
    Hours/week
    1
  • Lisa Wilson

    Vice Chair

    Total calculated
    $0
    Hours/week
    1
  • Steve Gordon

    Treasurer

    Total calculated
    $0
    Hours/week
    1
  • Tim Daly

    Chair

    Total calculated
    $0
    Hours/week
    1
  • Blake Bolton

    Director

    Total calculated
    $0
    Hours/week
    1
  • Carl Cramer

    Director

    Total calculated
    $0
    Hours/week
    1
  • Deborah McLaren

    Director

    Total calculated
    $0
    Hours/week
    1
  • Kim Nakamura

    Director

    Total calculated
    $0
    Hours/week
    1
  • Todd Silver

    Director

    Total calculated
    $0
    Hours/week
    1
  • Tony Panagiotu

    Director

    Total calculated
    $0
    Hours/week
    1
  • Charlie Davis

    President/CEO

    Total calculated
    $379,209
    From this org
    $338,093
    From related orgs
    $0
    Other
    $41,116
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $338,093
    Bonus
    $0
    Other
    $0
    Deferred
    $24,400
    Nontaxable benefits
    $16,716
    Filer's total
    $379,209
  • Satoko Thompson

    Vice President, Chief Financial Officer (CFO)

    Total calculated
    $209,398
    From this org
    $185,690
    From related orgs
    $0
    Other
    $23,708
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,690
    Bonus
    $0
    Other
    $0
    Deferred
    $14,708
    Nontaxable benefits
    $9,000
    Filer's total
    $209,398
  • Brian Flattum

    VP/Chief Operating Officer

    Total calculated
    $213,203
    From this org
    $188,951
    From related orgs
    $0
    Other
    $24,252
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,951
    Bonus
    $0
    Other
    $0
    Deferred
    $15,183
    Nontaxable benefits
    $9,069
    Filer's total
    $213,203
  • Bruce Caudill

    Vice President/Chief Information Officer

    Total calculated
    $211,777
    From this org
    $178,407
    From related orgs
    $0
    Other
    $33,370
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,407
    Bonus
    $0
    Other
    $0
    Deferred
    $15,022
    Nontaxable benefits
    $18,348
    Filer's total
    $211,777
  • Jose Gorospe

    Senior Executive Director

    Total calculated
    $164,011
    From this org
    $143,618
    From related orgs
    $0
    Other
    $20,393
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,618
    Bonus
    $0
    Other
    $0
    Deferred
    $11,454
    Nontaxable benefits
    $8,939
    Filer's total
    $164,011
  • Loren Johnson

    Property Development and Facilities Director

    Total calculated
    $170,476
    From this org
    $155,217
    From related orgs
    $0
    Other
    $15,259
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,217
    Bonus
    $0
    Other
    $0
    Deferred
    $1,312
    Nontaxable benefits
    $13,947
    Filer's total
    $170,476
  • Scott Smith

    VP AND CHIEF MARKETING DIRECTOR

    Total calculated
    $185,317
    From this org
    $169,117
    From related orgs
    $0
    Other
    $16,200
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,117
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $16,200
    Filer's total
    $185,317

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Health or social club dues or initiation fees
THE CEO RECEIVED SOCIAL CLUB DUES FOR A LOCAL GOLF CLUB DURING 2022. USE OF THE SOCIAL CLUB WAS ALL BUSINESS RELATED.

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
14 June 2023
IRS schema version
2022v5.0
Source object
202301659349301905

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