Civic Intelligence

Burlington Area Community YMCA Endowment Foundation

990 • Fiscal year 2015 • EIN 20-2370690

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 30, 2016

Organization ProfileWWW.BURLINGTONY.ORG
2410 MT Pleasant StreetBurlington, IA 52601

(319) 753-6734

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

4th percentile

-85%

Higher net margin than 4% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

10th percentile

-12%

Faster asset growth than 10% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

9th percentile

-33%

Faster revenue growth than 9% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$3,387,162

Down $475,602 (-12%) from 2014

Net Assets

Down

$3,387,162

Down $436,767 (-11%) from 2014

Liabilities

Down

$0

Down $38,835 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin4th percentile

Revenue

Down

$210,646

Down $103,526 (-33%) from 2014

Expenses

Down

$390,263

Down $22,774 (-5.5%) from 2014

Net Income

Down

-$179,617

Down $80,752 (-82%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,768,592Liabilities 2010: $0Net Assets 2010: $3,768,5922010Assets 2011: $3,636,243Liabilities 2011: $39,958Net Assets 2011: $3,596,2852011Assets 2012: $3,871,918Liabilities 2012: $75,273Net Assets 2012: $3,796,6452012Assets 2013: $4,078,791Liabilities 2013: $27,581Net Assets 2013: $4,051,2102013Assets 2014: $3,862,764Liabilities 2014: $38,835Net Assets 2014: $3,823,9292014Assets 2015: $3,387,162Liabilities 2015: $0Net Assets 2015: $3,387,1622015Assets 2016: $3,517,735Liabilities 2016: $0Net Assets 2016: $3,517,7352016Assets 2017: $3,749,311Liabilities 2017: $0Net Assets 2017: $3,749,3112017Assets 2018: $3,432,075Liabilities 2018: $0Net Assets 2018: $3,432,0752018Assets 2019: $3,664,134Liabilities 2019: $0Net Assets 2019: $3,664,1342019Assets 2020: $3,985,065Liabilities 2020: $0Net Assets 2020: $3,985,0652020Assets 2021: $4,409,123Liabilities 2021: $0Net Assets 2021: $4,409,1232021Assets 2022: $3,849,939Liabilities 2022: $0Net Assets 2022: $3,849,9392022Assets 2023: $4,128,987Liabilities 2023: $0Net Assets 2023: $4,128,9872023Assets 2024: $4,491,446Liabilities 2024: $0Net Assets 2024: $4,491,4462024

Highlighted filing

2015

Assets$3,387,162
Liabilities$0
Net Assets$3,387,162
Open 2015 Filing

Operations Trend

Revenue Growth9th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $212,1022010Expenses 2011: $140,1972011Expenses 2012: $225,2662012Revenue 2013: $330,381Expenses 2013: $243,577Net Income 2013: $86,8042013Revenue 2014: $314,172Expenses 2014: $413,037Net Income 2014: -$98,8652014Revenue 2015: $210,646Expenses 2015: $390,263Net Income 2015: -$179,6172015Revenue 2016: $136,381Expenses 2016: $183,134Net Income 2016: -$46,7532016Revenue 2017: $326,299Expenses 2017: $329,074Net Income 2017: -$2,7752017Revenue 2018: $362,168Expenses 2018: $128,094Net Income 2018: $234,0742018Revenue 2019: $176,257Expenses 2019: $390,687Net Income 2019: -$214,4302019Revenue 2020: $132,586Expenses 2020: $54,123Net Income 2020: $78,4632020Revenue 2021: $312,190Expenses 2021: $48,267Net Income 2021: $263,9232021Revenue 2022: $176,280Expenses 2022: $76,157Net Income 2022: $100,1232022Revenue 2023: $160,883Expenses 2023: $213,585Net Income 2023: -$52,7022023Revenue 2024: $365,181Expenses 2024: $154,298Net Income 2024: $210,8832024

Highlighted filing

2015

Revenue$210,646
Expenses$390,263
Net Income-$179,617
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 30, 2016
Return Version
2015v2.1
Gross Receipts
$1,500,192
Mission and Program Overview

Mission

To make distributions to organizations that qualify as exempt organizations under section 501(c)(3) of the internal revenue code - specifically, the burlington community ymca/ywca.

To make distributions to organizations that qualify as exempt organizations under section 501(c)(3) of the internal revenue code - specifically, the burlington community ymca/ywca

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,744,290$3,274,404▼ $469,886
Savings and Temporary Cash Investments$118,474$112,758▼ $5,716
Total Assets$3,862,764$3,387,162▼ $475,602
Liabilities
Accounts Payable and Accrued Expenses$38,835--
Total Liabilities$38,835$0▼ $38,835
Net Assets / Fund Balance
Unrestricted Net Assets$2,882,374$2,482,868▼ $399,506
Permanently Rstr Net Assets$590,396$572,301▼ $18,095
Temporarily Rstr Net Assets$351,159$331,993▼ $19,166
Total Net Assets Fund Balance$3,823,929$3,387,162▼ $436,767
Total Liabilities and Net Assets / Fund Balance$3,862,764$3,387,162▼ $475,602

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$3,823,929-▼ $46,504-$3,387,162
2014$4,051,210-▲ $185,756-$3,823,929
2013$3,796,645-▲ $498,142-$4,051,210
2012$3,596,285-▲ $407,389-$3,796,645
2011$3,768,592-▼ $29,156-$3,596,285
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Brian HellingPresident
Becky AndersonDirector
Frank DelaneyDirector
Gary DavisEx Officio
Corky WolbertSecretary
Terri DowellTreasurer
John WagnerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$210,646
Other Revenue
$0
Change in Net Assets
$-179,617
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$361,323
Other Expenses$28,940
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$361,323--$361,323
Other Expenses-$28,940-$28,940
Total Functional Expenses$361,323$28,940$0$390,263
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Burlington Area Community YmcaBurlington, IA3-$361,323
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Two rivers bank & trust trust office investment manager f&m bank & trust trust office investment manager us bank trust office investment manager”

Form 990, Page 6, Part VI, Line 11B

“Committee reviews and approves the completed 990 before filing”

Form 990, Page 6, Part VI, Line 12C

“At the april board meeting all potential conflicts of interest are identified and all conflicts are monitored throughout the year.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Burlington Area Ymca Endowment
EIN
20-2370690
Phone
3197536734
Address
2410 MT PLEASANT STREET, BURLINGTON, IA 52601

Signing Officer

Name
Andy Dahl
Title
Exe Director
Phone
3197536734
Signed
2016-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andy Dahl
Legal Domicile
Ia
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
CPA Associates Pc
Address
PO BOX 547, BURLINGTON, IA 52601
Preparer
Kimberly D Hunsaker
Phone
3197526348
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To make distributions to organizations that qualify as exempt organizations under section 501(c)(3) of the internal revenue code - specifically, the burlington community ymca/ywca”

Form 990, Page 1, Part I, Line 6

“Endowment board of trustees service”

Raw XML Appendix352 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.

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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03596285
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0114609
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-29156
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.16900
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.09800
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0361323
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BURLINGTON AREA COMMUNITY YMCA
IRS990ScheduleI/RecipientTable/RecipientEIN0134289848
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02410 MT PLEASANT ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BURLINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd052601
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO MAKE DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE - SPECIFICALLY, THE BURLINGTON COMMUNITY YMCA/YWCA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ENDOWMENT BOARD OF TRUSTEES SERVICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TWO RIVERS BANK & TRUST TRUST OFFICE INVESTMENT MANAGER F&M BANK & TRUST TRUST OFFICE INVESTMENT MANAGER US BANK TRUST OFFICE INVESTMENT MANAGER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMMITTEE REVIEWS AND APPROVES THE COMPLETED 990 BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AT THE APRIL BOARD MEETING ALL POTENTIAL CONFLICTS OF INTEREST ARE IDENTIFIED AND ALL CONFLICTS ARE MONITORED THROUGHOUT THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0351159
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0331993
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03862764
IRS990/TotalAssetsEOYAmt03387162
IRS990/TotalAssetsGrp/BOYAmt03862764
IRS990/TotalAssetsGrp/EOYAmt03387162
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028940
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0361323
IRS990/TotalFunctionalExpensesGrp/TotalAmt0390263
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt038835
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt038835
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03823929
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03387162
IRS990/TotalProgramServiceExpensesAmt0361323
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0210646
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0210646
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03862764
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03387162
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02882374
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02482868
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02410 MT PLEASANT STREET
IRS990/USAddress/CityNm0BURLINGTON
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052601
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.BURLINGTONY.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDY DAHL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03197536734
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURLINGTON AREA YMCA ENDOWMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BURL
ReturnHeader/Filer/EIN0202370690
ReturnHeader/Filer/PhoneNum03197536734
ReturnHeader/Filer/USAddress/AddressLine1Txt02410 MT PLEASANT STREET
ReturnHeader/Filer/USAddress/CityNm0BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421144302
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CPA ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 547
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052601
ReturnHeader/PreparerPersonGrp/PhoneNum03197526348
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY D HUNSAKER
ReturnHeader/ReturnTs02016-10-04T16:51:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,387,162
Liabilities
$0
Net assets
$3,387,162
Revenue
$210,646
Expenses
$390,263
Net income
-$179,617
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.37$0.15$0.21
2023Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.16$0.21$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.18$0.08$0.10
2021Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.31$0.05$0.26
2020Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.13$0.05$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.18$0.39$0.21
2018Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.36$0.13$0.23
2017Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.33$0.33$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.14$0.18$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.21$0.39$0.18
2014Summary only. Only limited summary data is available for this year.$3.86$0.04$3.82$0.31$0.41$0.10
2013Detailed filing. Detailed filing data is available for this year.$4.08$0.03$4.05$0.33$0.24$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.87$0.08$3.80$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.64$0.04$3.60$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.77$0.00$3.77$0.21