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Nonprofiteer
← SANTA MARIA VALLEY YMCA FOUNDATION

Form 990 for tax year 2025

Filed by SANTA MARIA VALLEY YMCA FOUNDATION.

Totals

Total revenue
$117,250
Total expenses
$86,254
Contributions and grants received
$17,082
Grants paid
$67,917
Program service revenue
$0
Investment income
$100,168
Other revenue
$0
Total assets, end of year
$1,924,675
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,924,675
Program services expenses (Part IX)
$83,314
Management and general expenses
$2,940
Fundraising expenses
$0
Program service expenses (Part III)
$83,314

Program services were 96.6% 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.

  • 1f · All other contributions, gifts and grants

    $17,082

  • 3 · Investment income

    total $52,397 · related or exempt $52,397

  • 7a · Gross sales of assets other than inventory

    securities $47,771

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $47,771

  • 7d · Net gain or loss

    total $47,771 · related or exempt $47,771

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $67,917 · program services $67,917

  • 11c · Fees: accounting

    total $820 · program services $410 · management and general $410

  • 11g · Fees: other

    total $17,517 · program services $14,987 · management and general $2,530

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $22,365 · end of year $19,713

  • 2 · Savings and temporary cash investments

    beginning of year $557,306 · end of year $586,500

  • 12 · Investments: other securities

    beginning of year $1,224,782 · end of year $1,318,462

  • 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 $1,804,453 · end of year $1,924,675

Mission and programs · 2025

Mission

THE SPECIFIC PURPOSE OF THE SANTA MARIA VALLEY YMCA FOUNDATION IS TO RAISE AND MANAGE FUNDS TO DEFRAY THE EXPENSES OF THE LONG TERM CAPITAL PROJECTS AND OPERATIONAL NEEDS OF THE SANTA MARIA VALLEY YMCA, INC. AS EXPRESSED IN THE FOUNDATION'S ARTICLES OF INCORPORATION.

Activities or mission (Part I)

THE FOUNDATION SUPPORTS THE SANTA MARIA VALLEY YMCA BY ATTRACTING AND MANAGING FUNDS FOR THE BENEFIT OF THAT ORGANIZATION.

  • THE ORGANIZATION HAS ENGAGED SOLELY IN ACTIVITIES THAT SUPPORT OR BENEFIT THE SANTA MARIA VALLEY YMCA, INC. THOSE SERVICES PRIMARILY INCLUDE MANAGING FUNDS TO DEFRAY THE EXPENSES OF LONG TERM CAPITAL PROJECTS AND OPERATIONAL NEEDS OF THE SANTA MARIA YMCA, INC.

    Expenses $83,314 · Grants $67,917

As filed on the 2025 return.

Listed in Part VII

  • Peggy Blough

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Shannon Seifert

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Aaron B Smith

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Mike Gibson

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Patrick McDermott

    TREASURER

    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

Provenance

Return type
form_990
Tax year
2025
Filed
31 July 2026
IRS schema version
2025v4.2
Source object
202612199349303481

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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