Form 990 for tax year 2022

Filed by YMCA OF METROPOLITAN FORT WORTH.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2022 , filed 5 August 2023. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Those are the same on the two returns, so the amendment changed something else.

Totals

Total revenue: $25,793,467
Total expenses: $24,889,713
Contributions and grants received: $8,515,101
Grants paid: $0
Program service revenue: $16,140,646
Investment income: $735,083
Other revenue: $402,637
Total assets, end of year: $32,555,931
Total liabilities, end of year: $9,065,547
Net assets or fund balances, end of year: $23,490,384
Program services expenses (Part IX): $21,364,358
Management and general expenses: $2,900,062
Fundraising expenses: $625,293
Program service expenses (Part III): $21,364,358

Program services were 85.8% 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

$46,150
1b · Membership dues

$0
1c · Fundraising events

$0
1d · Related organizations

$0
1e · Government grants (contributions)

$6,396,331
1f · All other contributions, gifts and grants

$2,072,620
1g · Noncash contributions included above

$0
2a · Program service revenue: Healthy Living

total $8,109,862 · related or exempt $8,109,862
2b · Program service revenue: Youth Development

total $8,030,784 · related or exempt $8,030,784
2c · Program service revenue: Social Responsibility

total $0 · related or exempt $0
2f · All other program service revenue

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

total $99,659 · related or exempt $0 · unrelated business $0 · excluded $99,659
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 $0 · personal property $0
6b · Less rental expenses

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

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

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

securities $0 · other assets $1,117,399
7b · Less cost or other basis and sales expenses

securities $0 · other assets $481,975
7c · Gain or loss

securities $0 · other assets $635,424
7d · Net gain or loss

total $635,424 · related or exempt $0 · unrelated business $0 · excluded $635,424
8a · Fundraising events: gross income

$355,561
8a · Fundraising events: contributions included on line 1c

$0
8b · Fundraising events: direct expenses

$148,905
8c · Net income from fundraising events

total $206,656 · unrelated business $0 · excluded $206,656
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

$0
10b · Cost of goods sold

$0
10c · Net income from sales of inventory

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

total $195,981 · related or exempt $195,981 · unrelated business $0 · excluded $0
11d · All other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11e · Other revenue, total

$195,981

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 $1,063,396 · program services $308,334 · management and general $590,791 · fundraising $164,271
6 · Compensation of disqualified persons

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

total $10,468,829 · program services $9,199,016 · management and general $1,064,570 · fundraising $205,243
8 · Pension plan contributions

total $662,480 · program services $467,509 · management and general $154,327 · fundraising $40,644
9 · Other employee benefits

total $625,282 · program services $482,417 · management and general $113,068 · fundraising $29,797
10 · Payroll taxes

total $1,038,591 · program services $829,018 · management and general $172,758 · fundraising $36,815
11a · Fees: management

total $0 · program services $0 · management and general $0 · fundraising $0
11b · Fees: legal

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

total $0 · program services $0 · management and general $0 · 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 $1,126,113 · program services $713,161 · management and general $412,939 · fundraising $13
12 · Advertising and promotion

total $541,719 · program services $496,513 · management and general $0 · fundraising $45,206
13 · Office expenses

total $0 · program services $0 · management and general $0 · fundraising $0
14 · Information technology

total $363,482 · program services $339,821 · management and general $0 · fundraising $23,661
15 · Royalties

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

total $2,633,042 · program services $2,599,870 · management and general $33,172 · fundraising $0
17 · Travel

total $133,693 · program services $128,703 · management and general $3,731 · fundraising $1,259
18 · Travel or entertainment for public officials

total $0 · program services $0 · management and general $0 · fundraising $0
19 · Conferences, conventions and meetings

total $599,587 · program services $350,715 · management and general $220,218 · fundraising $28,654
20 · Interest

total $176,265 · program services $176,265 · management and general $0 · fundraising $0
21 · Payments to affiliates

total $720,505 · program services $710,604 · management and general $9,901 · fundraising $0
22 · Depreciation, depletion and amortization

total $2,041,387 · program services $2,041,387 · management and general $0 · fundraising $0
23 · Insurance

total $208,834 · program services $208,834 · management and general $0 · fundraising $0
24a · Other expenses: Direct Supplies

total $1,518,035 · program services $1,446,361 · management and general $71,104 · fundraising $570
24b · Other expenses: Equipment and Technology

total $347,843 · program services $347,843 · management and general $0 · fundraising $0
24c · Other expenses: Bad Debt Expense

total $356,998 · program services $313,140 · management and general $0 · fundraising $43,858
24d · Other expenses: Phone/Internet

total $197,539 · program services $148,802 · management and general $44,971 · fundraising $3,766
24e · All other expenses

total $66,093 · program services $56,045 · management and general $8,512 · fundraising $1,536
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 $3,523,918 · end of year $2,349,290
2 · Savings and temporary cash investments

beginning of year $1,768,100 · end of year $1,770,508
3 · Pledges and grants receivable

beginning of year $1,344,596 · end of year $1,543,335
4 · Accounts receivable

beginning of year $329,600 · end of year $2,859,788
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 $9,963,630 · end of year $9,963,630
8 · Inventories for sale or use

beginning of year $0 · end of year $2,500
9 · Prepaid expenses and deferred charges

beginning of year $15,806 · end of year $38,251
10a · Land, buildings and equipment: cost or other basis

$41,258,281
10b · Land, buildings and equipment: accumulated depreciation

$27,358,677
10c · Land, buildings and equipment, net

beginning of year $12,735,036 · end of year $13,899,604
11 · Investments: publicly traded securities

beginning of year $0 · end of year $0
12 · Investments: other securities

beginning of year $0
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 $0 · end of year $129,025
17 · Accounts payable and accrued expenses

beginning of year $756,661 · end of year $1,131,130
18 · Grants payable

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

beginning of year $720,400 · end of year $2,968,243
20 · Tax-exempt bond liabilities

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

beginning of year $0 · end of year $0
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 $5,616,995 · end of year $4,837,149
24 · Unsecured notes and loans payable

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

beginning of year $0 · end of year $129,025
27 · Net assets without donor restrictions

beginning of year $21,257,847 · end of year $22,129,754
28 · Net assets with donor restrictions

beginning of year $1,328,783 · end of year $1,360,630
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 · 2022

Mission

To put Christian principles into practice through programs, services and relationships that build healthy mind, body and spirit for all.

Activities or mission (Part I)

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

Healthy Living- Improving our community's health and well-being The YMCA 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. --------In 2022, healthy living had significant growth as the pandemic receded and life looked more normal. Well-being includes having a healthy spirit, mind, and body. YMCA health enhancement programs emphasize the value of prevention through good exercise habits and overall enhanced well-being, including nutrition, stress management, and health education. Through facilities and equipment in the field of health enhancement, personal fitness evaluations, and group exercises, the YMCA promotes healthy life styles for all. Community integrated health is the effort to strengthen the linkages between traditional healthcare and community-based prevention strategies (like the YMCA's Diabetes Prevention Program) in order to help individuals prevent, delay, or live better with chronic conditions. Community integrated health: Increases access to care Lowers costs Prevents and addresses chronic disease Reduces the effects of some social determinants of health Community integrated health work is already happening at Ys across the country as they work to improve the health and well-being of all through our suite of chronic disease prevention programs. YMCA's Diabetes Prevention Program LIVESTRONG at the YMCA cancer survivor program EnhanceFitness Blood Pressure Self-Monitoring And more programs that target chronic diseases The active older adults program stresses a three-way approach to work with seniors, involving health and fitness, social activities, and opportunities for volunteerism. To this end, special exercise programs have been developed and seniors are encouraged to volunteer in providing programs to others. Social activities and program outings also combat senior isolation, a community-wide problem identified by United Way of Tarrant County. The YMCA's Diabetes Prevention Program (YDPP) helps those at high risk adopt and maintain healthy lifestyles and reduce their chance of developing Type 2 diabetes. YDPP is based on the landmark Diabetes prevention Program funded by the National Institute of Health (NIH) and the Centers for Disease Control and Prevention (CDC), which showed that by eating healthier , increasing physical activity and losing a small amount of weight, a person with pre-diabetes can prevent or delay the onset of Type 2 diabetes by 58%. -------By the numbers, there were 971,622 visits to our wellness centers in 2022, including 418,616 visits by senior individuals age 55 or over. Toward that purpose, we have provided our participants in Healthy Living programs with need-based direct assistance towards program fees totaling $1,009,000. In addition, we've operated many no-cost programs based on the generosity of our donors and foundations.

Expenses $11,240,145 · Revenue $8,305,843
The Y nurtures the potential of every child and teen by supporting their unique youth development journey through holistic programming. From cradle to career, the Y provides all youth with the tools and resources they need to succeed in life. The Y. For a better us. As we welcomed kids back from the pandemic, they were excited to be with the Y in 2022. --------By the numbers in 2022..... 6,789 kids learned cooperation, new skills and teamwork through youth sports; 3,917 engaged in tutoring, healthy movement and STEM activities in childcare programs, including our Distance Learning program. 253 kids prepared for kindergarten in our early learning centers; 437 youth made friends, created lasting memories and unplugged from technology at overnight summer camp; 4,646 improved strokes, competed in swim team and learned water safety through Y aquatic programs; 237 teens participated in knowledge-based skill and leadership programs including Youth and Government, Future leaders and Adventure Guides. Also, 3,452 youth engaged in environmental education through outdoor science classes during year-round Outdoor Education programs at YMCA Camp Carter. During 2022, we awarded $625,000 in direct scholarships towards YMCA programs made possible by our donors. In addition, we operated multiple programs at no-cost, made possible by our donors and foundations. --------Overnight, day or specialty camps at the Y share one thing: they're about discovery. Kids have the opportunity to explore nature, find their talents, try new activities, gain independence and make lasting friendships and memories. And, of course, we make sure kids have fun as well! --------YMCA preschool - With so many demands on today's families and the increased focus on early brain development, families need all the support they can get to nurture their children's potential. That's why child care and early learning programs at the Y focus on holistically nurturing child development by providing a safe and healthy place to learn foundational skills, develop healthy, trusting relationships and build self-reliance through the Y values of caring, honesty, respect and responsibility. The YMCA has pre-schools at the Amon G. Carter, Jr Downtown YMCA, and the William M. McDonald YMCA in collaboration with Child Care Associates. -------Resident camp - camp programs help develop an appreciation for nature and provide many urban youngsters exposures to a natural setting. YMCA camping programs are educational; they promote spiritual awareness, mental development, physical well-being, social growth, and a respect for the environment. Offerings include day camp and overnight camp, and specialty camps for children with very limited or no eyesight. YMCA Camp Carter has an outdoor education curriculum that serves school children throughout the school year. -------Youth sports programs - these programs promote an appreciation of one's own worth. Whatever the sport, the focus is on full and equal participation. Win or lose, YMCA youth sport programs emphasize development of skill, health and fitness, safety, cooperation, self-esteem, and respect for others. --------Youth and government - a leadership development program for high school age youth that provides a "hands-on" approach to learning about our government and its legislature and judicial branches. Youth and government provides good role models to help teens develop self-esteem, good values, including cooperation, good citizenship, and a strong work ethic. Youth and government creates value for our kids and hope for our future! --------Aquatics - swimming is a life skill as well as great exercise and a challenging sport. Aquatics programs at the YMCA include safety around water, swim lessons, family swim, swim teams, and water aerobics. The YMCA works to provide many kinds of adaptive swim programs for those with special needs and takes water safety very seriously. --------The YMCA of Metropolitan Fort Worth is an advocate for water safety in its community, partnering with the Fort Worth Drowning Prevention Coalition to offer water safety classes during the summer months. In addition to providing specific swimming and water safety skills, they promote good health through regular exercise. They also promote teamwork, self-confidence, and leadership. --------Teen leadership - several Y branches provide leaders and counselors in training programs designed to train future leaders and to encourage teen leadership. These teen volunteers assist group leaders in summer camp, swim team, and junior lifeguards.

Expenses $9,997,756 · Revenue $8,030,784
With our doors open to all, we work every day to connect people from all backgrounds and support those who need us most; our members, volunteers, supporters, and staff demonstrate the power of what we can achieve by giving back together. The YMCA raises funds each year to provide financial scholarships for children and families to participate in our programs when they cannot afford the full cost. -------In 2022, social responsibility took center stage as we added a Diversity, Equity and Inclusion position to our plans and began to build back our volunteer boards to fruition at the corporate level and the branches. Volunteerism is also a key component of our organization. Volunteers participate as coaches, board members, mentors, facility projects, event staff, office work, reading to children, and other areas. It's an important concept that our organization could not function without. The YMCA of Metropolitan Fort Worth is an advocate for water safety in its community, partnering with the Fort Worth Drowning Prevention Coalition to offer water safety classes during the summer months. In addition to providing specific swimming and water safety skills, they promote good health through regular exercise. They also promote teamwork, self-confidence, and leadership.

Expenses $126,457

As filed on the 2022 return.

Listed in Part VII

Adam Weiskittel

Director

Total calculated

$0

Hours/week

2
Becky Ramirez

Director

Total calculated

$0

Hours/week

2
Buddy Puente

Director

Total calculated

$0

Hours/week

2
Carol H Murray

Director

Total calculated

$0

Hours/week

2
Chase Iles

Director

Total calculated

$0

Hours/week

2
Chris Lokey

Director

Total calculated

$0

Hours/week

2
David Campbell

Director

Total calculated

$0

Hours/week

2
Diann Smith

Director

Total calculated

$0

Hours/week

2
Erayne Gee Hill

Director

Total calculated

$0

Hours/week

2
Eric Guy

Director

Total calculated

$0

Hours/week

2
James King

Director

Total calculated

$0

Hours/week

2
Jeff Hall

Director

Total calculated

$0

Hours/week

2
Jeremiah MacNamara

Director

Total calculated

$0

Hours/week

2
Jermaine Watson

Director

Total calculated

$0

Hours/week

2
Joseph Reyes

Director

Total calculated

$0

Hours/week

2
Joyce Davis

Director

Total calculated

$0

Hours/week

2
Kayla Seeling

Director

Total calculated

$0

Hours/week

2
Kenneth Spears

Director

Total calculated

$0

Hours/week

2
Kirsten Jakowitsch

Director

Total calculated

$0

Hours/week

2
Lillie Biggins

Director

Total calculated

$0

Hours/week

2
Lisa Rettew

Director

Total calculated

$0

Hours/week

2
Mark Bohon

Director

Total calculated

$0

Hours/week

2
Michael Hoffer

Director

Total calculated

$0

Hours/week

2
Ricardo Alvarez

Director

Total calculated

$0

Hours/week

2
Sanel Thomas

Director

Total calculated

$0

Hours/week

2
Scott Turner

Director

Total calculated

$0

Hours/week

2
Sonyia Byrd

Director

Total calculated

$0

Hours/week

2
Teresa Ayala

Director

Total calculated

$0

Hours/week

2
Vernon Evans

Director

Total calculated

$0

Hours/week

2
Cindy Milrany

Treasurer

Total calculated

$0

Hours/week

2
Eddrick Martin

Chief Operations Officer

Total calculated

$321,839

From this org

$279,940

From related orgs

$0

Other

$41,899

Hours/week

45

Schedule J breakdown matched by us

Base

$279,940

Bonus

$0

Other

$0

Deferred

$33,593

Nontaxable benefits

$8,306

Filer's total

$321,839
Ellen Buck

Secretary

Total calculated

$0

Hours/week

2
Jaye Helm

CFO

Total calculated

$187,403

From this org

$155,081

From related orgs

$0

Other

$32,322

Hours/week

45

Schedule J breakdown matched by us

Base

$155,081

Bonus

$0

Other

$0

Deferred

$18,610

Nontaxable benefits

$13,712

Filer's total

$187,403
John Michael Politte-Corn

Chief People Officer

Total calculated

$202,106

From this org

$170,210

From related orgs

$0

Other

$31,896

Hours/week

45

Schedule J breakdown matched by us

Base

$170,210

Bonus

$0

Other

$0

Deferred

$20,425

Nontaxable benefits

$11,471

Filer's total

$202,106
Kevin Ervin

Chief Innovation Officer

Total calculated

$35,884

From this org

$34,940

From related orgs

$0

Other

$944

Hours/week

45
Mario Garza

Board Chair

Total calculated

$0

Hours/week

2
Melissa Rankin

Vice Chair

Total calculated

$0

Hours/week

2
Michael Brown

CEO

Total calculated

$308,728

From this org

$265,500

From related orgs

$0

Other

$43,228

Hours/week

45

Schedule J breakdown matched by us

Base

$265,500

Bonus

$0

Other

$0

Deferred

$31,860

Nontaxable benefits

$11,368

Filer's total

$308,728
Teri McGuill

Chief Development Officer

Total calculated

$195,445

From this org

$164,271

From related orgs

$0

Other

$31,174

Hours/week

45

Schedule J breakdown matched by us

Base

$164,271

Bonus

$0

Other

$0

Deferred

$19,712

Nontaxable benefits

$11,462

Filer's total

$195,445

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 · Tax indemnification and gross-up payments
1b · Written policy on the line-1a expenses
2 · Substantiation required before reimbursing expenses
3 · Compensation committee
3 · Independent compensation consultant
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 Tax indemnification and gross-up payments: Moving expenses for incoming executive staff - all was treated as taxable compensation.

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.

YMCA of Metropolitan Fort Worth Endowment

501(c)(3) · SUPPORT OF THE YMCA OF METROPOLITAN FORT WORTH · TX · controlled entity

Directly controlled by NA
McDonald YMCA at Renaissance Heights Holding Company

501(c)(2) · To hold title to property for benefit of the YMCA of Metropolitan Fort Worth · TX · controlled entity

Directly controlled by YMCA of Metropolitan Fort Worth

Provenance

Return type: form_990
Tax year: 2022
Filed: 15 June 2023
IRS schema version: 2022v5.0
Source object: 202331669349301688

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