← VALLEY OF THE SUN YOUNG MENS CHRISTIAN ASSOCIATION

Form 990 for tax year 2023

Filed by VALLEY OF THE SUN YOUNG MENS CHRISTIAN ASSOCIATION.

Totals

Total revenue: $41,724,298
Total expenses: $42,694,796
Contributions and grants received: $24,443,506
Grants paid: $0
Program service revenue: $16,695,467
Investment income: -$158,453
Other revenue: $743,778
Total assets, end of year: $51,465,716
Total liabilities, end of year: $19,097,353
Net assets or fund balances, end of year: $32,368,363
Program services expenses (Part IX): $37,034,189
Management and general expenses: $4,778,677
Fundraising expenses: $881,930
Program service expenses (Part III): $37,034,189

Program services were 86.7% 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.

1a · Federated campaigns

$1,035,923
1b · Membership dues

$0
1c · Fundraising events

$159,019
1d · Related organizations

$0
1e · Government grants (contributions)

$18,458,477
1f · All other contributions, gifts and grants

$4,790,087
1g · Noncash contributions included above

$203,740
2a · Program service revenue: Healthy Living

total $8,692,666 · related or exempt $8,692,666
2b · Program service revenue: Youth Development

total $7,666,101 · related or exempt $7,666,101
2c · Program service revenue: Social Responsibility

total $336,700 · related or exempt $336,700
2f · All other program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
3 · Investment income

total $709,687 · related or exempt $0 · unrelated business $0 · excluded $709,687
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 $460,038 · personal property $0
6b · Less rental expenses

real property $0 · personal property $0
6c · Rental income or loss

real property $460,038 · personal property $0
6d · Net rental income or loss

total $460,038 · related or exempt $460,038 · unrelated business $0 · excluded $0
7a · Gross sales of assets other than inventory

securities $4,419,973 · other assets $28,000
7b · Less cost or other basis and sales expenses

securities $4,772,738 · other assets $543,375
7c · Gain or loss

securities -$352,765 · other assets -$515,375
7d · Net gain or loss

total -$868,140 · related or exempt $0 · unrelated business $0 · excluded -$868,140
8a · Fundraising events: gross income

$57,309
8a · Fundraising events: contributions included on line 1c

$159,019
8b · Fundraising events: direct expenses

$57,309
8c · Net income from fundraising events

total $0 · unrelated business $0 · excluded $0
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

$519,120
10b · Cost of goods sold

$276,093
10c · Net income from sales of inventory

total $243,027 · related or exempt $243,027 · unrelated business $0 · excluded $0
11a · Other revenue: MISCELLANEOUS

total $40,713 · related or exempt $0 · unrelated business $0 · excluded $40,713
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

$40,713

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 $0 · program services $0
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 $1,163,775 · program services $291,542 · management and general $666,796 · fundraising $205,437
6 · Compensation of disqualified persons

total $0 · program services $0 · management and general $0 · fundraising $0
7 · Other salaries and wages

total $18,418,958 · program services $16,383,914 · management and general $1,653,098 · fundraising $381,946
8 · Pension plan contributions

total $866,946 · program services $692,612 · management and general $128,035 · fundraising $46,299
9 · Other employee benefits

total $736,376 · program services $550,564 · management and general $151,941 · fundraising $33,871
10 · Payroll taxes

total $1,559,846 · program services $1,337,875 · management and general $177,409 · fundraising $44,562
11a · Fees: management

total $1,505,917 · program services $1,182,427 · management and general $323,490 · fundraising $0
11b · Fees: legal

total $11,227 · program services $0 · management and general $11,227 · fundraising $0
11c · Fees: accounting

total $101,400 · program services $0 · management and general $101,400 · 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 $35,845 · management and general $35,845
11g · Fees: other

total $691,174 · program services $690,638 · management and general $536 · fundraising $0
12 · Advertising and promotion

total $730,706 · program services $555,541 · management and general $137,912 · fundraising $37,253
13 · Office expenses

total $3,926,880 · program services $3,824,553 · management and general $84,240 · fundraising $18,087
14 · Information technology

total $779,716 · program services $109,701 · management and general $618,176 · fundraising $51,839
15 · Royalties

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

total $4,641,348 · program services $4,584,239 · management and general $56,709 · fundraising $400
17 · Travel

total $719,149 · program services $467,365 · management and general $220,027 · fundraising $31,757
19 · Conferences, conventions and meetings

total $451,279 · program services $274,302 · management and general $163,907 · fundraising $13,070
20 · Interest

total $447,282 · program services $447,282 · management and general $0 · fundraising $0
21 · Payments to affiliates

total $420,086 · program services $420,086 · management and general $0 · fundraising $0
22 · Depreciation, depletion and amortization

total $2,909,913 · program services $2,909,913 · management and general $0 · fundraising $0
23 · Insurance

total $845,227 · program services $809,246 · management and general $34,805 · fundraising $1,176
24a · Other expenses: Equipment Rental and Maintenance

total $939,792 · program services $764,054 · management and general $168,575 · fundraising $7,163
24b · Other expenses: Telephone

total $383,663 · program services $350,886 · management and general $32,777 · fundraising $0
24c · Other expenses: Postage

total $17,461 · program services $2,283 · management and general $11,772 · fundraising $3,406
24e · All other expenses

total $390,830 · program services $385,166 · management and general $0 · fundraising $5,664
26 · Joint costs (an allocation of the lines above)

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

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $3,134,209 · end of year $2,011,906
2 · Savings and temporary cash investments

beginning of year $263,987 · end of year $265,018
3 · Pledges and grants receivable

beginning of year $4,610,399 · end of year $5,780,050
4 · Accounts receivable

beginning of year $977,500 · end of year $1,679,060
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 · end of year $0
8 · Inventories for sale or use

beginning of year $149,999 · end of year $318,389
9 · Prepaid expenses and deferred charges

beginning of year $46,030 · end of year $113,914
10a · Land, buildings and equipment: cost or other basis

$109,522,672
10b · Land, buildings and equipment: accumulated depreciation

$80,644,403
10c · Land, buildings and equipment, net

beginning of year $29,626,024 · end of year $28,878,269
11 · Investments: publicly traded securities

beginning of year $9,292,821 · end of year $10,567,651
12 · Investments: other securities

beginning of year $708,905 · end of year $725,300
13 · Investments: program-related

beginning of year $0
14 · Intangible assets

beginning of year $0 · end of year $0
15 · Other assets

beginning of year $1,390,082 · end of year $1,126,159
17 · Accounts payable and accrued expenses

beginning of year $2,152,092 · end of year $3,109,984
18 · Grants payable

beginning of year $0 · end of year $0
19 · Deferred revenue

beginning of year $3,009,658 · end of year $3,741,483
20 · Tax-exempt bond liabilities

beginning of year $0 · end of year $0
21 · Escrow or custodial account liability

beginning of year $30,944 · end of year $17,118
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 $11,575,013 · end of year $11,256,437
24 · Unsecured notes and loans payable

beginning of year $0 · end of year $0
25 · Other liabilities

beginning of year $1,236,234 · end of year $972,331
27 · Net assets without donor restrictions

beginning of year $20,464,978 · end of year $19,584,068
28 · Net assets with donor restrictions

beginning of year $11,731,036 · end of year $12,784,295
29 · Capital stock, trust principal or current funds

beginning of year $0 · end of year $0
30 · Paid-in or capital surplus, or land, building or equipment fund

beginning of year $0 · end of year $0
31 · Retained earnings, endowment or other funds

beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

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

Activities or mission (Part I)

ENRICH THE QUALITY OF MENTAL, PHYSICAL, SPIRITUAL AND SOCIAL LIFE FOR INDIVIDUALS, FAMILIES AND COMMUNITIES. THE VISION OF THE YMCA IS TO BE A PREMIER PROVIDER OF PROGRAMS AND SERVICES THAT ENHANCE QUALITY OF LIFE.

YOUTH DEVELOPMENT - OUR YMCA IS COMMITTED TO NURTURING THE POTENTIAL OF EVERY CHILD AND TEEN. WE BELIEVE ALL KIDS HAVE GREAT POTENTIAL AND 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 CHILDCARE, EDUCATIONAL PROGRAMS, SPORTS, ACTIVITIES, SUMMER DAY CAMPS, OVERNIGHT CAMPS, SWIM PROGRAMS, TEEN LEADERSHIP PROGRAMS, EVENTS, CLUBS AND VOLUNTEER PROGRAMS OFFER A RANGE OF EXPERIENCES THAT ENRICH COGNITIVE, SOCIAL-EMOTIONAL, AND PHYSICAL GROWTH. EFFORTS TO BROADEN THE ACCESSIBILITY OF OUR YOUTH MEMBERSHIP AND PROGRAM PARTICIPATION INCLUDE SUBSIDIES AND DIRECT FINANCIAL ASSISTANCE. IN 2023, THE VALLEY OF THE SUN YMCA SERVED OVER 28,500 YOUTH UNDER THE AGE OF 18 THROUGH MEMBERSHIP AND PROGRAM ACTIVITIES.

Expenses $20,466,829 · Revenue $7,751,516
HEALTHY LIVING: THE Y IS COMMITTED TO IMPROVING AMERICA'S HEALTH AND WELL-BEING, COMMUNITY BY COMMUNITY. WE BRING FAMILIES CLOSER TOGETHER, ENCOURAGE GOOD HEALTH AND FOSTER CONNECTIONS THROUGH FITNESS, SPORTS, FUN AND SHARED INTERESTS. AS A RESULT, OVER 70,000 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 CHRONIC DISEASE AND OBESITY, FAMILIES WRESTLE WITH WORK/LIFE BALANCE AND INDIVIDUALS SEARCH FOR PERSONAL FULFILLMENT. OUR PROGRAMS PROVIDE SUPPORT FOR HEALTHY FAMILIES INCLUDING CANCER SUPPORT, SUBSIDIZED MEALS FOR CHILDREN IN NEED, AND A FREE MEDICAL A FREE MEDICAL & DENTAL CLINIC THAT IS PROVIDING FOR MANY CHILDREN THE FIRST MEDICAL OR DENTAL SERVICE THEY HAVE EXPERIENCED. THESE PROGRAMS ARE ACCESSIBLE, AFFORDABLE AND OPEN TO ALL FAITHS, BACKGROUNDS, ABILITIES AND INCOME LEVELS. IN ADDITION TO PROVIDING FINANCIAL ASSISTANCE TO PEOPLE WHO OTHERWISE MAY NOT HAVE BEEN ABLE TO AFFORD TO PARTICIPATE, THE YMCA PROVIDES SUBSIDIZED MEMBERSHIPS FOR SENIORS, MILITARY VETERANS AND COMMUNITY GROUPS.

Expenses $12,390,480 · Revenue $8,692,666
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 125 YEARS. Y PROGRAMS, SUCH AS SENIOR OUTREACH, YOUTH & GOVERNMENT, YOUTH WORKFORCE DEVELOPMENT, MILITARY OUTREACH, TUTORING AND MENTORING, JUVENILE INTERVENTION, MIRACLE LEAGUE (A SPECIAL SURFACE SPORTS FIELD FOR PHYSICALLY AND INTELLECTUALLY DISABLED YOUTH), AND DOWNTOWN HOUSING FOR THOSE IN LIFE TRANSITION, ARE EXAMPLES OF HOW WE DELIVER TRAINING, RESOURCES AND SUPPORT THAT EMPOWER OUR NEIGHBORS TO EFFECT CHANGE, BRIDGE GAPS AND OVERCOME OBSTACLES. IN 2023, WE ENGAGED OVER 1,600 YMCA VOLUNTEERS IN ACTIVITIES THAT STRENGTHEN OUR COMMUNITY AND PAVE THE WAY FOR FUTURE GENERATIONS TO THRIVE.

Expenses $4,176,880 · Revenue $954,350

As filed on the 2023 return.

Listed in Part VII

Aaron Lemke

Board Secretary

Total calculated

$0

Hours/week

5
Ellen Hedlund

Board Vice Chair

Total calculated

$0

Hours/week

5
Jim Pitman

Board Chair

Total calculated

$0

Hours/week

5
Alicia Scott

Board Member

Total calculated

$0

Hours/week

5
Amy Diaz

Board Member

Total calculated

$0

Hours/week

5
Andrea Smiley

Board Member

Total calculated

$0

Hours/week

5
Andres Contreras

Board Member

Total calculated

$0

Hours/week

5
Barbara Kennedy

Board Member

Total calculated

$0

Hours/week

5
Bryan Chapman

Board Member

Total calculated

$0

Hours/week

5
Danny Calihan

Board Member

Total calculated

$0

Hours/week

5
Don Isaacson

Board Member

Total calculated

$0

Hours/week

5
Eric Bailey

Board Member

Total calculated

$0

Hours/week

5
Humphrey Shin

Board Member

Total calculated

$0

Hours/week

5
Jeff Scudder

Board Member

Total calculated

$0

Hours/week

5
Jennifer Holsman Tetreault

Board Member

Total calculated

$0

Hours/week

5
John Graham

Board Member

Total calculated

$0

Hours/week

5
Joyce Stuart

Board Member

Total calculated

$0

Hours/week

5
Juli West

Board Member

Total calculated

$0

Hours/week

5
Kenneth Mims

Board Member

Total calculated

$0

Hours/week

5
Kevin Phelps

Board Member

Total calculated

$0

Hours/week

5
Malia Sperling

Board Member

Total calculated

$0

Hours/week

5
Matt Blair

Board Member

Total calculated

$0

Hours/week

5
Michele Grisez

Board Member

Total calculated

$0

Hours/week

5
Mike McDaniel

Board Treasurer

Total calculated

$0

Hours/week

5
Robert J Rice

Past Board Chair

Total calculated

$0

Hours/week

5
Ryan Abbott

Board Member

Total calculated

$0

Hours/week

5
Stephen Garner

Board Member

Total calculated

$0

Hours/week

5
Tucker Macon

Board Member

Total calculated

$0

Hours/week

5
Connie Lynn Nelson-Askew

Chief Administrative Officer

Total calculated

$228,551

From this org

$200,386

From related orgs

$0

Other

$28,165

Hours/week

40

Schedule J breakdown matched by us

Base

$191,079

Bonus

$7,269

Other

$2,038

Deferred

$28,165

Nontaxable benefits

$0

Filer's total

$228,551
James Bryan Madden

Chief Executive Officer/ President

Total calculated

$438,245

From this org

$369,210

From related orgs

$0

Other

$69,035

Hours/week

40

Schedule J breakdown matched by us

Base

$350,335

Bonus

$12,875

Other

$6,000

Deferred

$60,000

Nontaxable benefits

$9,035

Filer's total

$438,245
Lisbeth Corral

Chief Operating Officer /Executive Vice President

Total calculated

$291,542

From this org

$231,075

From related orgs

$0

Other

$60,467

Hours/week

40

Schedule J breakdown matched by us

Base

$216,726

Bonus

$8,349

Other

$6,000

Deferred

$54,645

Nontaxable benefits

$5,822

Filer's total

$291,542
Susan Waschler

Chief Financial Development Officer

Total calculated

$205,437

From this org

$196,113

From related orgs

$0

Other

$9,324

Hours/week

40

Schedule J breakdown matched by us

Base

$189,141

Bonus

$6,972

Other

$0

Deferred

$5,000

Nontaxable benefits

$4,324

Filer's total

$205,437
David Burckhard

Associate Vice President

Total calculated

$126,468

From this org

$121,468

From related orgs

$0

Other

$5,000

Hours/week

40
Jason Heetland

Vice President Operations & Facilities

Total calculated

$130,988

From this org

$126,038

From related orgs

$0

Other

$4,950

Hours/week

40
Jenna Cooper

Vice President Government and Community Relations

Total calculated

$167,944

From this org

$137,943

From related orgs

$0

Other

$30,001

Hours/week

40

Schedule J breakdown matched by us

Base

$119,295

Bonus

$14,892

Other

$3,756

Deferred

$20,833

Nontaxable benefits

$9,168

Filer's total

$167,944
Kirsten Gray

Vice President Child Care

Total calculated

$143,736

From this org

$130,693

From related orgs

$0

Other

$13,043

Hours/week

40
Nicolasiena Rosenbluth

Vice President Leadership Development

Total calculated

$146,682

From this org

$132,159

From related orgs

$0

Other

$14,523

Hours/week

40

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 · Compensation survey or study
3 · Approval by the board or compensation committee
7 · Other non-fixed payments

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
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 7 Non-fixed payments: The Organization provides non-fixed payments for achieving organizational goals, which are approved by the Board of Directors.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

NORTHWEST VALLEY FAMILY YMCA LLC

COMMUNITY SERVICES · AZ · income $0 · assets $0

Directly controlled by VALLEY OF THE SUN YMCA
WORKING POOR SUPPORT LLC

COMMUNITY SERVICES · AZ · income $113,630 · assets $112,801

Directly controlled by VALLEY OF THE SUN YMCA

Provenance

Return type: form_990
Tax year: 2023
Filed: 13 November 2024
IRS schema version: 2023v5.1
Source object: 202443189349308449

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