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← BEAVER COUNTY YMCA ENDOWMENT FOUNDATION

Form 990 for tax year 2023

Filed by BEAVER COUNTY YMCA ENDOWMENT FOUNDATION.

Totals

Total revenue
$99,966
Total expenses
$30,838
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$97,466
Other revenue
$2,500
Total assets, end of year
$5,164,446
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$5,164,446
Program services expenses (Part IX)
$0
Management and general expenses
$30,838
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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 $125,449 · excluded $125,449

  • 7a · Gross sales of assets other than inventory

    securities $1,819,787

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

    securities $1,847,770

  • 7c · Gain or loss

    securities -$27,983

  • 7d · Net gain or loss

    total -$27,983 · related or exempt -$27,983

  • 11a · Other revenue: BEAVER COUNTY YMCA FUNDING

    total $2,500 · related or exempt $2,500

  • 11e · Other revenue, total

    $2,500

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $30,733 · management and general $30,733

  • 24a · Other expenses: FOREIGN TAX EXPENSE

    total $105 · management and general $105

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $746,890 · end of year $506,345

  • 4 · Accounts receivable

    beginning of year $7,181 · end of year $12,418

  • 11 · Investments: publicly traded securities

    beginning of year $3,808,387 · end of year $4,645,683

  • 27 · Net assets without donor restrictions

    beginning of year $4,562,458 · end of year $5,164,446

Mission and programs · 2023

Mission

TO ASSURE THE LONG TERM VIABILITY OF THE BEAVER COUNTY YOUNG MENS CHRISTIAN ASSOCIATION.

  • TO ASSURE THE LONG TERM VIABILITY OF THE BEAVER COUNTY YOUNG MENS CHRISTIAN ASSOCIATION.

As filed on the 2023 return.

Listed in Part VII

  • BILL PARISE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEN MCGAFFIC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RYAN WOODSKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MIKE HARICH

    DIRECTOR

    Total calculated
    $164,973
    From this org
    $0
    From related orgs
    $133,958
    Other
    $31,015
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $133,958 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $21,000 related
    Nontaxable benefits
    $0 + $10,015 related
    Filer's total
    $0 + $164,973 related

  • DAVID SUMMERS

    CHAIRMAN/PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 2 related

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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
2 May 2024
IRS schema version
2023v5.0
Source object
202421299349302927

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