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Nonprofiteer
← MARION YMCA ENDOWMENT FUND INC

Form 990 for tax year 2022

Filed by MARION YMCA ENDOWMENT FUND INC.

Totals

Total revenue
$152,728
Total expenses
$246,277
Contributions and grants received
$235,505
Grants paid
$233,302
Program service revenue
$0
Investment income
-$83,306
Other revenue
$529
Total assets, end of year
$502,186
Total liabilities, end of year
$67,723
Net assets or fund balances, end of year
$434,463
Program services expenses (Part IX)
$233,302
Management and general expenses
$12,975
Fundraising expenses
$0
Program service expenses (Part III)
$233,302

Program services were 94.7% 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

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $235,505

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Day Camp Revenue

    total $0 · related or exempt $0

  • 2b · Program service revenue: Resident Camp Revenue

    total $0 · related or exempt $0

  • 2c · Program service revenue: Childcare Revenue -- Infant/Toddler/Preschool

    total $0 · related or exempt $0

  • 2d · Program service revenue: Childcare Revenue -- School Age

    total $0 · related or exempt $0

  • 2e · Program service revenue: Residence Revenue

    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 -$83,306 · related or exempt -$83,306

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 10a · Gross sales of inventory

    $0

  • 10c · Net income from sales of inventory

    total $0 · related or exempt $0

  • 11a · Other revenue: Cash value life insurance

    total $529 · related or exempt $529

  • 11b · Other revenue: Miscellaneous

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $529

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $233,302 · program services $233,302

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

  • 6 · Compensation of disqualified persons

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

  • 7 · Other salaries and wages

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

  • 8 · Pension plan contributions

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

  • 9 · Other employee benefits

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

  • 10 · Payroll taxes

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

  • 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 $9,625 · program services $0 · management and general $9,625 · fundraising $0

  • 12 · Advertising and promotion

    total $0 · program services $0 · fundraising $0

  • 13 · Office expenses

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

  • 14 · Information technology

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

  • 16 · Occupancy

    total $0 · program services $0 · fundraising $0

  • 17 · Travel

    total $0 · fundraising $0

  • 20 · Interest

    total $0 · fundraising $0

  • 21 · Payments to affiliates

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

  • 22 · Depreciation, depletion and amortization

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

  • 24a · Other expenses: Bookkeeping, Ins. Premium, Filing Fees

    total $3,350 · program services $0 · management and general $3,350 · fundraising $0

  • 24b · Other expenses: Program Supplies

    total $0 · management and general $0

  • 24e · All other expenses

    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 $515,619 · end of year $489,263

  • 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

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $12,393 · end of year $12,923

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $67,723

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    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 $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $528,012 · end of year $434,463

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

To provide and assist the development and purposes of, and to provide for, the perpetuation of the Marion Family YMCA

Activities or mission (Part I)

To promote and assist the development and purposes of, and to provide for, the perpetuation of the Marion Family YMCA.

  • Contributions to Marion Family YMCA to assist with debt service payments

    Expenses $218,302 · Grants $218,302

  • Contributions to Marion Family YMCA to support summer day camp and discount membership program.

    Expenses $15,000 · Grants $15,000

As filed on the 2022 return.

Listed in Part VII

  • Dan Wigton

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • John Scharer

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Jon Williamson

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Ken Daniel

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Matt Frericks

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Mya Campbell

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Steve Conway

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Vidya Iyengar

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Jim Craycraft

    Board Secretary

    Total calculated
    $0
    Hours/week
    1

  • Karen Ream

    Board Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Larry Babich

    Board President

    Total calculated
    $0
    Hours/week
    1

  • Lisa Bush

    Board Vice President

    Total calculated
    $0
    Hours/week
    1

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.

Grants on this return

  • Marion Family YMCA

    $233,302

    assist with debt service payments and support the discount membership program

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.

Provenance

Return type
form_990
Tax year
2022
Filed
21 June 2023
IRS schema version
2022v5.0
Source object
202331729349300623

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