Form 990 for tax year 2023
Filed by MONTGOMERY YMCA ENDOWMENT FOUNDATION.
Totals
- Total revenue
- $312,277
- Total expenses
- $301,527
- Contributions and grants received
- $24,514
- Grants paid
- $275,500
- Program service revenue
- $0
- Investment income
- $277,863
- Other revenue
- $9,900
- Total assets, end of year
- $5,347,929
- Total liabilities, end of year
- $10,064
- Net assets or fund balances, end of year
- $5,337,865
- Program services expenses (Part IX)
- $297,517
- Management and general expenses
- $4,010
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $297,517
Program services were 98.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
GARY A COBBS
SECRETARY/CE
- Total calculated
- $326,132
- From this org
- $0
- From related orgs
- $281,886
- Other
- $44,246
Schedule J breakdown matched by us
- Base
- not reported + $225,346 related
- Bonus
- not reported + $56,540 related
- Other
- not reported
- Deferred
- not reported + $44,246 related
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $326,132 related
-
SCOTT GULLEY
CFO
- Total calculated
- $46,314
- From this org
- $0
- From related orgs
- $46,086
- Other
- $228
-
MARY BETH HIGGINS
CFO
- Total calculated
- $39,490
- From this org
- $0
- From related orgs
- $35,119
- Other
- $4,371
-
JAMES ANDERSON
TRUSTEE
- Total calculated
- $0
-
ARTHUR BRITTON
TRUSTEE
- Total calculated
- $0
-
GENE CRANE
TRUSTEE
- Total calculated
- $0
-
ED CROWELL
TRUSTEE
- Total calculated
- $0
-
LAURA CRUM
TRUSTEE
- Total calculated
- $0
-
BEN JOE CUMBUS
TRUSTEE
- Total calculated
- $0
-
JUDGE JOEL DUBINA
TRUSTEE
- Total calculated
- $0
-
LISTON EDDINS
TRUSTEE
- Total calculated
- $0
-
LES HAYES
TRUSTEE
- Total calculated
- $0
-
STEVE HUMPHREY
TRUSTEE
- Total calculated
- $0
-
HANK HUTCHINSON
TRUSTEE
- Total calculated
- $0
-
KNOX KERSHAW
TRUSTEE
- Total calculated
- $0
-
BILLY LIVINGS
TRUSTEE
- Total calculated
- $0
-
JIMMY LOWDER
TRUSTEE
- Total calculated
- $0
-
DELBERT MADISON
TRUSTEE
- Total calculated
- $0
-
BEVERLY MCKINNEY
TRUSTEE
- Total calculated
- $0
-
MAC MCLEOD
TRUSTEE
- Total calculated
- $0
-
JUNIE PIERCE
TRUSTEE
- Total calculated
- $0
-
ROBERT SCARBROUGH
TRUSTEE
- Total calculated
- $0
-
WILL SELLERS
TRUSTEE
- Total calculated
- $0
-
SIM SIPPIAL
PRESIDENT
- Total calculated
- $0
-
TODD STRANGE
TRUSTEE
- Total calculated
- $0
-
JIMMY STUBBS
TRUSTEE
- Total calculated
- $0
-
KEN UPCHURCH
VICE CHAIRMA
- Total calculated
- $0
-
JIMMY WALTER
TREASURER
- Total calculated
- $0
-
RONNIE WYNN
TRUSTEE
- Total calculated
- $0
-
PHILIP YOUNG
TRUSTEE
- Total calculated
- $0
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
-
$275,500
PROGRAM SUPPORT
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.
-
501C · HEALTH · AL
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 7 November 2024
- IRS schema version
- 2023v5.0
- Source object
- 202403189349303540
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