Totals
- Total revenue
- $97,821
- Total expenses
- $12,668
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $97,821
- Other revenue
- $0
- Total assets, end of year
- $1,876,648
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $1,876,648
- Program services expenses (Part IX)
- $12,668
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $12,668
Program services were 100.0% 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.
-
3 · Investment income
total $42,537 · excluded $42,537
-
7a · Gross sales of assets other than inventory
other assets $55,284
-
7c · Gain or loss
other assets $55,284
-
7d · Net gain or loss
total $55,284 · excluded $55,284
Functional expenses
Part IX, the statement of functional expenses.
-
11f · Fees: investment management
total $12,668 · program services $12,668
Balance sheet
Part X, book values.
-
11 · Investments: publicly traded securities
beginning of year $2,318,731 · end of year $1,876,648
-
31 · Retained earnings, endowment or other funds
beginning of year $2,318,731 · end of year $1,876,648
Mission and programs · 2022
Mission
TO BUILD LONG-RANGE FINANCIAL STABILITY WHILE INVESTING IN TOMORROW'S FUTURE, TODAY WHILE SERVING FUTURE GENERATIONS OF YOUNG PEOPLE.
-
THE NORFOLK AREA YMCA ENDOWMENT'S PRIMARY PROGRAM IS THE NORFOLK FAMILY YMCA HERITAGE CLUB. THE HERITAGE CLUB IS A PROGRAM DEVELOPED TO BUILD LONG-RANGE FINANCIAL STABILITY FOR THE YMCA WHILE INVESTING IN TOMORROW'S FUTURE, TODAY. THE YMCA HERITAGE CLUB PROMOTES SERVING FUTURE GENERATIONS OF YOUNG PEOPLE. DONORS HELP THE YMCA REMAIN FINANCIALLY SECURE AND ALLOW THE YMCA TO CONTINUE TO OFFER NEW PROGRAMS TO MEET THE COMMUNITY NEEDS. THE HERITAGE CLUB HELPS THE YMCA MAINTAIN OVER A 100 YEAR COMMITMENT OF IMPACTING NORFOLK AND THE SURROUNDING COMMUNITIES. THE HERITAGE CLUB HELPS SUSTAIN THE FUTURE OF THE YMCA AND HELPS TO KEEP MEMBERSHIPS AFFORDABLE.
Expenses $12,668
As filed on the 2022 return.
Listed in Part VII
-
BOB DUDLEY
PRESIDENT
- Total calculated
- $0
-
JARED FALTYS
TREASURER/SE
- Total calculated
- $0
-
RANDY HAGEDORN
DIRECTOR
- Total calculated
- $0
-
JUSTIN MOORE
DIRECTOR
- Total calculated
- $0
-
RICH MOORE
DIRECTOR
- 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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 7 August 2023
- IRS schema version
- 2022v5.0
- Source object
- 202342569349301804
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