Form 990 for tax year 2023
Filed by YMCA OF GREENVILLE FOUNDATION INC.
Totals
- Total revenue
- $238,641
- Total expenses
- $210,411
- Contributions and grants received
- $98,157
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $140,484
- Other revenue
- $0
- Total assets, end of year
- $2,455,361
- Total liabilities, end of year
- $94,766
- Net assets or fund balances, end of year
- $2,360,595
- Program services expenses (Part IX)
- $84,386
- Management and general expenses
- $126,025
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $84,386
Program services were 40.1% 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
$98,157
-
3 · Investment income
total $60,541 · excluded $60,541
-
7a · Gross sales of assets other than inventory
securities $629,219
-
7b · Less cost or other basis and sales expenses
securities $549,276
-
7c · Gain or loss
securities $79,943
-
7d · Net gain or loss
total $79,943 · related or exempt $79,943
Functional expenses
Part IX, the statement of functional expenses.
-
11a · Fees: management
total $26,025 · management and general $26,025
-
11g · Fees: other
total $100,000 · management and general $100,000
-
21 · Payments to affiliates
total $84,386 · program services $84,386
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $63,638 · end of year $165,091
-
2 · Savings and temporary cash investments
beginning of year $51,578 · end of year $56,887
-
11 · Investments: publicly traded securities
beginning of year $2,063,056 · end of year $2,233,383
-
25 · Other liabilities
beginning of year $90,492 · end of year $94,766
-
27 · Net assets without donor restrictions
beginning of year $2,087,780 · end of year $2,360,595
Mission and programs · 2023
Mission
TO PROVIDE FUNDING FOR THE PROGRAMS OF THE YMCA OF GREENVILLE
Activities or mission (Part I)
TO PROVIDE FUNDING FOR THE PROGRAMS OF THE YMCA OF GREENVILLE.
-
TO PROVIDE FUNDING FOR THE PROGRAMS OF THE YMCA OF GREENVILLE
Expenses $84,386
As filed on the 2023 return.
Listed in Part VII
-
BARBARA F JEFFERSON
CFO
- Total calculated
- $230,730
- From this org
- $0
- From related orgs
- $184,817
- Other
- $45,913
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $165,444 related
- Bonus
- $0 + $19,373 related
- Other
- $0
- Deferred
- $0 + $22,802 related
- Nontaxable benefits
- $0 + $23,111 related
- Filer's total
- $0 + $230,730 related
-
BILL STEPHENSON
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
TODD HARWARD
CHAIR ELECT
- Total calculated
- $0
- Hours/week
- 1
-
BOB NACHMAN
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
DANNY SCHAAF
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
THAD DULIN
ADVISOR
- Total calculated
- $0
- Hours/week
- 1
-
CLARK GALLIVAN
ADVISOR
- Total calculated
- $0
- Hours/week
- 1
-
BRIAN ROGERS
TRUSTEE/DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MITCH GAULT
TRUSTEE/DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PAUL GOLDSMITH
TRUSTEE/DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BETSY KING POWELL
TRUSTEE/DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DREW BOLAND
TRUSTEE/DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PARKS MCLEOD
TRUSTEE/DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BART STREET
TRUSTEE/DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GAVIN AXSON
TRUSTEE/DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MIKE COGGIN
TRUSTEE/DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
STEPHEN EDGERTON
TRUSTEE/DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RAVIS SASTRY
TRUSTEE/DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SUSAN BEAM
TRUSTEE/DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SCOT BADDLEY
CEO AND PRESIDENT
- Total calculated
- $356,902
- From this org
- $0
- From related orgs
- $300,972
- Other
- $55,930
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $268,497 related
- Bonus
- $0 + $32,475 related
- Other
- $0
- Deferred
- $0 + $36,724 related
- Nontaxable benefits
- $0 + $19,206 related
- Filer's total
- $0 + $356,902 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
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.
-
501(C)(3) · CHARITY · SC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 July 2024
- IRS schema version
- 2023v5.1
- Source object
- 202421979349301802
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