Civic Intelligence

Annie F Ober Tr FBO of Young Mens Christian Association Beverly Reg

990 • Fiscal year 2020 • EIN 04-6036514

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 29, 2021

Organization ProfileN/A
850 Main Street Rc 1215Bridgeport, CT 06604-4913

(802) 872-6852

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

4th percentile

-104%

Higher net margin than 4% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

53rd percentile

$4,407

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 29.3% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

27th percentile

-1.8%

Faster asset growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-86%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$502,251

Down $9,414 (-1.8%) from 2019

Net Assets

Down

$502,251

Down $9,414 (-1.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin4th percentile

Revenue

Down

$15,037

Down $94,118 (-86%) from 2019

Expenses

Down

$30,718

Down $3,164 (-9.3%) from 2019

Net Income

Down

-$15,681

Down $90,954 (-121%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $337,055Liabilities 2011: $02011Assets 2012: $333,295Liabilities 2012: $02012Assets 2013: $322,372Liabilities 2013: $02013Assets 2014: $420,569Liabilities 2014: $0Net Assets 2014: $420,5692014Assets 2015: $408,031Liabilities 2015: $02015Assets 2016: $393,425Liabilities 2016: $02016Assets 2017: $395,601Liabilities 2017: $02017Assets 2018: $438,206Liabilities 2018: $0Net Assets 2018: $438,2062018Assets 2019: $511,665Liabilities 2019: $0Net Assets 2019: $511,6652019Assets 2020: $502,251Liabilities 2020: $0Net Assets 2020: $502,2512020Assets 2021: $502,830Liabilities 2021: $0Net Assets 2021: $502,8302021Assets 2022: $486,747Liabilities 2022: $0Net Assets 2022: $486,7472022Assets 2023: $430,883Liabilities 2023: $0Net Assets 2023: $430,8832023Assets 2024: $463,822Liabilities 2024: $0Net Assets 2024: $463,8222024

Highlighted filing

2020

Assets$502,251
Liabilities$0
Net Assets$502,251
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2011: $5,422Expenses 2011: $21,439Net Income 2011: -$16,0172011Revenue 2012: $18,547Expenses 2012: $21,932Net Income 2012: -$3,3852012Revenue 2013: $12,611Expenses 2013: $24,356Net Income 2013: -$11,7452013Revenue 2014: $125,399Expenses 2014: $27,605Net Income 2014: $97,7942014Revenue 2015: $12,335Expenses 2015: $25,210Net Income 2015: -$12,8752015Revenue 2016: $12,961Expenses 2016: $27,811Net Income 2016: -$14,8502016Revenue 2017: $30,472Expenses 2017: $28,366Net Income 2017: $2,1062017Revenue 2018: $71,277Expenses 2018: $28,622Net Income 2018: $42,6552018Revenue 2019: $109,155Expenses 2019: $33,882Net Income 2019: $75,2732019Revenue 2020: $15,037Expenses 2020: $30,718Net Income 2020: -$15,6812020Revenue 2021: $52,473Expenses 2021: $51,919Net Income 2021: $5542021Revenue 2022: $16,328Expenses 2022: $32,141Net Income 2022: -$15,8132022Revenue 2023: -$1,306Expenses 2023: $54,392Net Income 2023: -$55,6982023Revenue 2024: $58,264Expenses 2024: $25,236Net Income 2024: $33,0282024

Highlighted filing

2020

Revenue$15,037
Expenses$30,718
Net Income-$15,681
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 29, 2021
Return Version
2020v4.0
Gross Receipts
$30,579
Mission and Program Overview

Mission

PROMOTE LOCAL YMCA

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$511,665$502,251▼ $9,414
Investments in Publicly Traded Securities$76,268$479,181▲ $402,913
Savings and Temporary Cash Investments$435,397$23,070▼ $412,327
Total Assets$511,665$502,251▼ $9,414
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$511,665$502,251▼ $9,414
Total Liabilities and Net Assets / Fund Balance$511,665$502,251▼ $9,414
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleBaseTotal
-Trustee$4,407$4,407
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$15,037
Other Revenue
$0
Change in Net Assets
$-15,681
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$24,692
Salaries, Compensation, and Employee Benefits$4,407
Other Expenses$1,619
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$24,692--$24,692
Current Officers, Directors, Trustees, and Key Employees-$4,407-$4,407
Fees for Services Accounting-$900-$900
Fees for Service Investment Mgmnt Fees-$508-$508
All Other Expenses-$211-$211
Total Functional Expenses$24,692$6,026$0$30,718
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ymca North ShoreBeverly, MA--$24,692
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“N/A”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“N/A”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Trust committee reviews and approves form before filing.”

Form 990, Page 6, Part VI, Line 18

“UPON REQUEST”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Annie Ober Tr Uw-ymca 31d014010
EIN
04-6036514
Phone
8028726852
Address
850 MAIN STREET RC 1215, BRIDGEPORT, CT 06604-4913

Signing Officer

Name
Robert Tyler
Title
SVP
Phone
8028726852
Signed
2021-04-29
Discuss with paid preparer
Yes

Organization Details

Formed
1959
Legal Domicile
Ma
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER STREET, PROVIDENCE, RI 02903
Preparer
Yvonne Donaldson
Phone
6142327013
Supplemental Narrative

Additional Explanations

Sec D. Lines 2 and 3

“The trustee met reularly with the supported organization to reviewand discuss investment goals and needs. The supported organization'si nput was considered.”

Explanation for Form 990, Part XI, Line 9

“Posting adjustments and returned probate fee”

Raw XML Appendix357 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/BooksInCareOfDetail/USAddress/CityNm0BEVERLY
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt024692
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt021213
IRS990/GrossReceiptsAmt030579
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/ExclusionAmt09366
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt076268
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt015542
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-627
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
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IRS990/PriorPeriodAdjustmentsAmt06894
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IRS990/PYOtherExpensesAmt01040
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IRS990/PYTotalExpensesAmt033882
IRS990/PYTotalRevenueAmt0109155
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-15681
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0435397
IRS990/SavingsAndTempCashInvstGrp/EOYAmt023070
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt09366
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IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
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IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE MET REULARLY WITH THE SUPPORTED ORGANIZATION TO REVIEWAND DISCUSS INVESTMENT GOALS AND NEEDS. THE SUPPORTED ORGANIZATION'SI NPUT WAS CONSIDERED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUST COMMITTEE REVIEWS AND APPROVES FORM BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6POSTING ADJUSTMENTS AND RETURNED PROBATE FEE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0SEC D. LINES 2 AND 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT TYLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP
ReturnHeader/BusinessOfficerGrp/PhoneNum08028726852
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNIE OBER TR UW-YMCA 31D014010
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YVONNE DONALDSON
ReturnHeader/ReturnTs02021-04-30T10:00:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$502,251
Liabilities
$0
Net assets
$502,251
Revenue
$15,037
Expenses
$30,718
Net income
-$15,681
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.58$0.25$0.33
2023Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.01$0.54$0.56
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.87$0.00$4.87$0.16$0.32$0.16
2021Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.52$0.52$0.01
2020Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.15$0.31$0.16
2019Summary only. Only limited summary data is available for this year.$5.12$0.00$5.12$1.09$0.34$0.75
2018Summary only. Only limited summary data is available for this year.$4.38$0.00$4.38$0.71$0.29$0.43
2017Summary only. Only limited summary data is available for this year.$3.96$0.00$0.30$0.28$0.02
2016Summary only. Only limited summary data is available for this year.$3.93$0.00$0.13$0.28$0.15
2015Summary only. Only limited summary data is available for this year.$4.08$0.00$0.12$0.25$0.13
2014Summary only. Only limited summary data is available for this year.$4.21$0.00$4.21$1.25$0.28$0.98
2013Summary only. Only limited summary data is available for this year.$3.22$0.00$0.13$0.24$0.12
2012Summary only. Only limited summary data is available for this year.$3.33$0.00$0.19$0.22$0.03
2011Summary only. Only limited summary data is available for this year.$3.37$0.00$0.05$0.21$0.16