Skip to content
Nonprofiteer
← GREATER LOWELL FAMILY Y M C A

Form 990 for tax year 2023

Filed by GREATER LOWELL FAMILY Y M C A.

Totals

Total revenue
$6,252,540
Total expenses
$5,499,587
Contributions and grants received
$1,952,431
Grants paid
$0
Program service revenue
$4,216,047
Investment income
$50,835
Other revenue
$33,227
Total assets, end of year
$11,867,480
Total liabilities, end of year
$3,517,174
Net assets or fund balances, end of year
$8,350,306
Program services expenses (Part IX)
$4,408,525
Management and general expenses
$1,070,656
Fundraising expenses
$20,406
Program service expenses (Part III)
$4,408,525

Program services were 80.2% 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.

  • 1c · Fundraising events

    $38,244

  • 1e · Government grants (contributions)

    $1,114,557

  • 1f · All other contributions, gifts and grants

    $799,630

  • 2a · Program service revenue: PROGRAM REVENUE

    total $4,216,047 · related or exempt $4,216,047

  • 3 · Investment income

    total $50,835 · excluded $50,835

  • 6a · Gross rents

    real property $11,559

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $11,559

  • 6d · Net rental income or loss

    total $11,559 · excluded $11,559

  • 8a · Fundraising events: gross income

    $13,423

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

    $38,244

  • 8b · Fundraising events: direct expenses

    $13,423

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: MERCHANDISE

    total $21,668 · excluded $21,668

  • 11e · Other revenue, total

    $21,668

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $185,982 · management and general $169,671 · fundraising $16,311

  • 7 · Other salaries and wages

    total $2,676,236 · program services $2,422,500 · management and general $251,375 · fundraising $2,361

  • 8 · Pension plan contributions

    total $114,040 · program services $67,794 · management and general $46,021 · fundraising $225

  • 9 · Other employee benefits

    total $172,242 · program services $104,680 · management and general $67,552 · fundraising $10

  • 10 · Payroll taxes

    total $239,536 · program services $197,029 · management and general $41,008 · fundraising $1,499

  • 11c · Fees: accounting

    total $40,575 · management and general $40,575

  • 11f · Fees: investment management

    total $10,828 · management and general $10,828

  • 13 · Office expenses

    total $27,479 · program services $9,096 · management and general $18,383

  • 16 · Occupancy

    total $371,078 · program services $356,721 · management and general $14,357

  • 17 · Travel

    total $100,080 · program services $99,988 · management and general $92

  • 20 · Interest

    total $71,708 · program services $71,708

  • 21 · Payments to affiliates

    total $110,569 · program services $110,569

  • 22 · Depreciation, depletion and amortization

    total $394,488 · program services $386,598 · management and general $7,890

  • 23 · Insurance

    total $92,646 · program services $92,646

  • 24a · Other expenses: PURCHASED AND CONTRACT

    total $387,522 · program services $133,636 · management and general $253,886

  • 24b · Other expenses: SUPPLIES

    total $379,683 · program services $284,161 · management and general $95,522

  • 24c · Other expenses: OTHER EXPENSES

    total $71,993 · program services $57,418 · management and general $14,575

  • 24d · Other expenses: BAD DEBT

    total $29,834 · management and general $29,834

  • 24e · All other expenses

    total $23,068 · program services $13,981 · management and general $9,087

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $972,374 · end of year $634,023

  • 2 · Savings and temporary cash investments

    beginning of year $361,663 · end of year $1,820,469

  • 3 · Pledges and grants receivable

    beginning of year $519,893 · end of year $23,118

  • 4 · Accounts receivable

    beginning of year $182,818 · end of year $214,429

  • 9 · Prepaid expenses and deferred charges

    beginning of year $81,115 · end of year $106,060

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

    $11,912,783

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

    $4,693,461

  • 10c · Land, buildings and equipment, net

    beginning of year $7,038,359 · end of year $7,219,322

  • 11 · Investments: publicly traded securities

    beginning of year $1,718,993 · end of year $1,775,217

  • 12 · Investments: other securities

    beginning of year $2,811 · end of year $2,811

  • 15 · Other assets

    beginning of year $46,016 · end of year $72,031

  • 17 · Accounts payable and accrued expenses

    beginning of year $160,679 · end of year $145,425

  • 19 · Deferred revenue

    beginning of year $148,050 · end of year $165,256

  • 20 · Tax-exempt bond liabilities

    beginning of year $2,233,904 · end of year $2,134,462

  • 25 · Other liabilities

    beginning of year $1,046,016 · end of year $1,072,031

  • 27 · Net assets without donor restrictions

    beginning of year $7,210,393 · end of year $8,350,306

  • 28 · Net assets with donor restrictions

    beginning of year $125,000 · end of year $0

Mission and programs · 2023

Mission

THE GREATER LOWELL FAMILY YMCA'S MISSION IS TO STRENGTHEN OUR COMMUNITY BY SUPPORTING YOUTH DEVELOPMENT, HEALTHY LIVING AND SOCIAL RESPONSIBILITY FOR ALL THROUGH PROGRAMS INFLUENCED BY OUR CORE VALUES OF CARING, HONESTY, RESPECT AND RESPONSIBILITY.

Activities or mission (Part I)

THE GREATER LOWELL FAMILY YMCA'S MISSION IS TO STRENGTHEN OUR COMMUNITY BY SUPPORTING YOUTH DEVELOPMENT, HEALTHY LIVING AND SOCIAL RESPONSIBILITY FOR ALL THROUGH PROGRAMS INFLUENCED BY OUR CORE VALUES OF CARING, HONESTY, RESPECT AND RESPONSIBILITY

  • YOUTH DEVELOPMENT - OUR YMCA IS COMMITTED TO NURTURING THE POTENTIAL OF EVERY CHILD AND TEEN. WE BELIEVE THAT ALL KIDS DESERVE THE OPPORTUNITY TO DISCOVER WHO THEY ARE AND WHAT THEY CAN ACHIEVE. THAT'S WHY WE HELP YOUNG PEOPLE CULTIVATE THE VALUES, SKILLS AND RELATIONSHIPS THAT LEAD TO POSITIVE BEHAVIORS, BETTER HEALTH AND EDUCATIONAL ACHIEVEMENT. OUR YMCA PROGRAMS, SUCH AS PRE-SCHOOL, SCHOOL AGE CHILD CARE, SUMMER DAY CAMPS, AND AQUATIC PROGRAMS OFFER A RANGE OF EXPERIENCES THAT ENRICH COGNITIVE, SOCIAL, PHYSICAL AND EMOTIONAL GROWTH. EXPENSES INCLUDE SUBSIDIES AND DIRECT FINANCIAL ASSISTANCE TOTALING $144,842 MAKING PARTICIPATION POSSIBLE FOR THE YOUNG PEOPLE WE ENGAGE.

    Expenses $2,210,314 · Revenue $2,215,909

  • HEALTHY LIVING - THE Y IS A LEADING VOICE ON HEALTH AND WELL-BEING. WE BRING FAMILIES CLOSER TOGETHER, ENCOURAGE GOOD HEALTH AND FOSTER CONNECTIONS THROUGH FITNESS, SPORTS, FUN AND SHARED INTERESTS. AS A RESULT, 5,378 PEOPLE IN OUR COMMUNITY ARE RECEIVING THE SUPPORT, GUIDANCE AND RESOURCES THEY NEED TO ACHIEVE GREATER HEALTH IN SPIRIT, MIND AND BODY. THIS IS PARTICULARLY IMPORTANT AS OUR NATION STRUGGLES WITH AN OBESITY CRISIS, FAMILIES STRUGGLE WITH WORK/LIFE BALANCE AND INDIVIDUALS SEARCH FOR PERSONAL FULFILLMENT. OUR PROGRAMS ARE ACCESSIBLE, AFFORDABLE AND OPEN TO ALL FAITHS, BACKGROUNDS, ABILITIES AND INCOME LEVELS. IN 2023 WE PROVIDED $46,224 IN FINANCIAL ASSISTANCE TO PEOPLE WHO OTHERWISE MAY NOT HAVE BEEN ABLE TO AFFORD TO PARTICIPATE.

    Expenses $2,157,471 · Revenue $1,862,748

  • SOCIAL RESPONSIBILITY OUR YMCA BELIEVES IN GIVING BACK AND SUPPORTING OUR NEIGHBORS. WE HAVE BEEN LISTENING AND RESPONDING TO OUR COMMUNITY'S MOST CRITICAL SOCIAL NEEDS FOR MORE THAN 149 YEARS. Y PROGRAMS, SUCH AS LIVESTRONG, PRAESIDIUM, PARKINSONS AND OUR FOOD DRIVES/DONATIONS ARE EXAMPLES OF HOW WE DELIVER TRAINING, RESOURCES AND SUPPORT THAT EMPOWER OUR NEIGHBORS TO EFFECT CHANGE, BRIDGE GAPS AND OVERCOME OBSTACLES. OUR GOAL IS TO SERVE 20% OF THE POPULATION IN OUR SERVICE AREA.

    Expenses $40,740 · Revenue $137,390

As filed on the 2023 return.

Listed in Part VII

  • KELLI CRANE

    DIRECTOR (UNTIL JAN '23)

    Total calculated
    $0
    Hours/week
    1.5

  • CHRISTOPHER HILL

    DIRECTOR (SINCE JAN '23)

    Total calculated
    $0
    Hours/week
    1.5

  • RUBY CARNEVALE

    DIRECTOR (SINCE APR '23)

    Total calculated
    $0
    Hours/week
    1.5

  • ADAM BISPHAM

    DIRECTOR (SINCE APR '23)

    Total calculated
    $0
    Hours/week
    1.5

  • ERIC ALLEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • CHRISTOPHER DICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • RICHARD DIONNE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • JOHN DONOVAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • THOMAS D KENNEDY

    DIRECTOR (UNTIL MAY '23)

    Total calculated
    $0
    Hours/week
    1.5

  • CAITLIN LANDRY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • BONNIE LOMBARDO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • CECILIA LYNCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • JOHN MANGIARATTI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • JAMES A SULLIVAN JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • JENNIFER RIVERA-CINTRON

    CLERK

    Total calculated
    $0
    Hours/week
    1.5

  • KATE DAME

    VICE-CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1.5

  • DAVID KELLEHER

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1.5

  • BRIAN BULLOCK

    TREASURER

    Total calculated
    $0
    Hours/week
    1.5

  • KEVIN MORRISSEY

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $185,138
    From this org
    $143,156
    From related orgs
    $0
    Other
    $41,982
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,156
    Bonus
    $4,000
    Other
    $0
    Deferred
    $14,990
    Nontaxable benefits
    $26,992
    Filer's total
    $185,138

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

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 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

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
2023
Filed
15 July 2024
IRS schema version
2023v5.1
Source object
202431989349300718

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.