Carroll County YMCA Foundation FY2023 filing

Tax-deductible

Carrollton, MO501(c)(3)Foundations & GrantmakersEIN 92-0459315Revenue $610K in FY2023

On file with the IRScarrollcountyareaymca.org315 N Jefferson St, 64633-1763 · Carrollton, MOTax-exempt since May 2023Supporting org, Type I — 509(a)(3)

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An endowment fund to support the Carroll County area YMCA.

501(c)(3) charity; gifts are tax-deductible.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 2
filings with a surplus
Average surplus $330K a year · 100% of revenue · last 2 filings
Looks good: a surplus in 2 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
683 mo
of spending, in cash
Looks good: 682.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$610K
Spent
$536
To programs
0%
Net assets
$610K
By yearFY2023–FY2024
Revenue
$610K
FY2023
Tap a bar for its year
Revenue by fiscal year
FY2023$610K
FY2024$53K
Expenses
$536
FY2023
Tap a bar for its year
Expenses by fiscal year
FY2023$536
FY2024$2K
Net assets
$610K
FY2023
Tap a bar for its year
Net assets by fiscal year
FY2023$610K
FY2024$660K

From the FY2023 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2023.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Management & general 100% · $536

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation
Board Member
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
President
$0Pt VII · Sec A
See Carroll County YMCA Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides financial support for the Carroll County Area YMCA.

Questions for Carroll County YMCA Foundation

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Provided by the organization

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1 program · $536 · in their own filed words · FY2023
01

To provide assistance to carroll county area ymca.

$536program expense

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$610K
Ln 12
Gifts and grantsLn 1h$598K
Investment incomeLn 3$12K
Money outPt IX
$536
Ln 25
Managementcol C$536
Owns and owesPt X
$610K
net assets · Ln 32
Cash and savingsLn 1–2$30K
Total assetsLn 16$610K
LiabilitiesLn 26$0
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$598K
Investment incomeLn 3$12K
Total revenueLn 12$610K
Assets in detailPt X, end of year
SavingsLn 2$30K
Cash and savings togetherLn 1–2$30K
InvestmentsLn 11–13$579K
Total assetsLn 16$610K
LiabilitiesLn 26$0
Net assetsLn 32$610K
OperationsPt I, VI
EmployeesI 50
VolunteersI 67
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$30K
InvestmentsLn 11–13$579K
Total assetsLn 16$0$610K
LiabilitiesLn 26$0$0
Net assetsLn 32$0$610K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$536$536
Total functional expensesLn 25$536$0$536$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $53K$2K$51K$660K 990 PDF
FY2023 Viewing $610K$536$610K$610K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $610,273 revenue, 12 lines filed
I-8 Contributions and grants$598,489
I-9 Program service revenue$0
I-10 Investment income$11,784
I-11 Other revenue$0
I-12 Total revenue$610,273
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expenses$536
I-18 Total expenses$536
I-19 Revenue less expenses$609,737
Part VI · Governance 7 of 7 board members independent, 1 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $610,273 across 4 lines filed
VIII-1d Related organizations$598,489
VIII-1h Total contributions, gifts and grants$598,489
VIII-3 Investment incomeExcluded from tax $11,784$11,784
VIII-12 Total revenueExcluded from tax $11,784$610,273
Part IX · Statement of functional expenses $536 across 1 line filed
IX-11a Management feesManagement $536$536
IX-25 Total functional expensesPrograms $0 · Management $536 · Fundraising $0$536
Part X · Balance sheet $609,737 assets, 7 lines filed
X-2 Savings and temporary cash investments$30,495
X-11 Publicly traded securities$579,242
X-16 Total assetsStart of year $0$609,737
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictions$609,737
X-32 Total net assets or fund balancesStart of year $0$609,737
X-33 Total liabilities and net assetsStart of year $0$609,737
Part XI · Reconciliation of net assets $609,737 net assets at year end
XI-1 Total revenue$610,273
XI-2 Total expenses$536
XI-3 Revenue less expenses$609,737
XI-10 Net assets at end of year$609,737

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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