Civic Intelligence

Burlington Area Community YMCA Endowment Foundation

990 • Fiscal year 2020 • EIN 20-2370690

Jan 01, 2020 to Dec 31, 2020 • Filed on May 26, 2021

2410 MT Pleasant StBurlington, IA 52601

(319) 753-6734

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

93rd percentile

59%

Higher net margin than 93% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

56th percentile

8.8%

Faster asset growth than 56% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-25%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$3,985,065

Up $320,931 (+8.8%) from 2019

Net Assets

Up

$3,985,065

Up $320,931 (+8.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$132,586

Down $43,671 (-25%) from 2019

Expenses

Down

$54,123

Down $336,564 (-86%) from 2019

Net Income

Up

$78,463

Up $292,893 (+137%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$3,985,065
Liabilities$0
Net Assets$3,985,065

Operations Trend

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

2020

Revenue$132,586
Expenses$54,123
Net Income$78,463
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 26, 2021
Return Version
2020v4.0
Gross Receipts
$132,586
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,538,859$3,865,974▲ $327,115
Savings and Temporary Cash Investments$125,275$119,091▼ $6,184
Total Assets$3,664,134$3,985,065▲ $320,931
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,877,361$3,124,805▲ $247,444
Net Assets With Donor Restrictions$786,773$860,260▲ $73,487
Total Net Assets Fund Balance$3,664,134$3,985,065▲ $320,931
Total Liabilities and Net Assets / Fund Balance$3,664,134$3,985,065▲ $320,931

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$3,664,134-▲ $375,054-$3,985,065
2019$3,432,075-▲ $622,746-$3,664,134
2018$3,741,506$82,961▼ $264,298-$3,432,075
2017$3,517,735$51,943▲ $500,905-$3,741,506
2016$3,387,162-▲ $313,707-$3,517,735
Compensation and Service Providers

Board Members and Trustees

NameTitle
John WagnerPresident
Frank DelaneyDirector
Gene AndersonDirector
Brian HellingSecretary
Terri DowellTreasurer
Brett BessineVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$132,586
Other Revenue
$0
Change in Net Assets
$78,463
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,549
Other Expenses$23,574
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,549--$30,549
Fees for Service Investment Mgmnt Fees-$23,574-$23,574
Total Functional Expenses$30,549$23,574$0$54,123
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Burlington Area Community YmcaBurlington, IA501c3Operating Funds$30,549
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
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
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 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 ST, BURLINGTON, IA 52601

Signing Officer

Name
John Wagner
Title
President
Phone
3197536734
Signed
2021-05-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Wagner
Formed
2004
Legal Domicile
Ia
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Tdt Cpas and Advisors Pc
Address
1700 42ND ST NE, CEDAR RAPIDS, IA 52402
Preparer
Ross Vanlaar CPA
Phone
3193932374
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Endowment board of trustees service

Financial Statement Notes

Schedule D, Page 3, Part X

The association and foundation have been classified as exempt organizations under internal revenue code section 501(c)(3) and as public charities qualified for charitable contributions under internal revenue code section 170. The association and foundation are subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

Raw XML Appendix385 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0BURLINGTON AREA COMMUNITY YMCAYWCA
IRS990/BooksInCareOfDetail/PhoneNum03197536734
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02410 MT PLEASANT STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0BURLINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd052601
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt030549
IRS990/CYInvestmentIncomeAmt0132586
IRS990/CYOtherExpensesAmt023574
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt078463
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt054123
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0132586
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO MAKE DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE - SPECIFICALLY, THE BURLINGTON COMMUNITY YMCA/YWCA
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0786773
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0860260
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt030549
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt023574
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt023574
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN WAGNER
IRS990/Form990PartVIISectionAGrp/PersonNm1BRETT BESSINE
IRS990/Form990PartVIISectionAGrp/PersonNm2BRIAN HELLING
IRS990/Form990PartVIISectionAGrp/PersonNm3TERRI DOWELL
IRS990/Form990PartVIISectionAGrp/PersonNm4FRANK DELANEY
IRS990/Form990PartVIISectionAGrp/PersonNm5GENE ANDERSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt042408
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt030549
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt030549
IRS990/GrantsToDomesticOrgsGrp/TotalAmt030549
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt042408
IRS990/GrossReceiptsAmt0132586
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt090178
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt090178
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03538859
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03865974
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03664134
IRS990/NetAssetsOrFundBalancesEOYAmt03985065
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt042408
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt042408
IRS990/NetUnrlzdGainsLossesInvstAmt0242468
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02877361
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03124805
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOHN WAGNER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0366703
IRS990/PYInvestmentIncomeAmt0176257
IRS990/PYOtherExpensesAmt023984
IRS990/PYRevenuesLessExpensesAmt0-214430
IRS990/PYTotalExpensesAmt0390687
IRS990/PYTotalRevenueAmt0176257
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt078463
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0125275
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0119091
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0134289848
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt030549
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BURLINGTON AREA YMCA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt030549
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.78410
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt023574
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03664134
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03985065
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt030549
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0375054
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt023984
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03432075
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03664134
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0366703
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0622746
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt028720
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03741506
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt082961
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03432075
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt099374
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-264298
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt028711
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03517735
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt051943
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03741506
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0300364
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0500905
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt023229
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03387162
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03517735
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0159905
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0313707
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.20390
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION AND FOUNDATION HAVE BEEN CLASSIFIED AS EXEMPT ORGANIZATIONS UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND AS PUBLIC CHARITIES QUALIFIED FOR CHARITABLE CONTRIBUTIONS UNDER INTERNAL REVENUE CODE SECTION 170. THE ASSOCIATION AND FOUNDATION ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.01200
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt030549
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATING FUNDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BURLINGTON AREA COMMUNITY YMCA
IRS990ScheduleI/RecipientTable/RecipientEIN0134289848
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02410 MT PLEASANT STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BURLINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd052601
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FUNDING IS PROVIDED EXCLUSIVELY TO THE SUPPORTED ORGANIZATION, BURLINGTON AREA COMMUNITY YMCA. THE ORGANIZATION IS PROVIDED WITH A LIST OF THE ITEMS PURCHASED, AND THE INVOICED DOLLAR AMOUNTS AT THE TIME OF THE FUNDING REQUESTS EACH QUARTER. AT THE BEGINNING OF EACH FISCAL YEAR, THEY ARE ALSO PROVIDED WITH AN ANTICIPATED LIST OF CAPITAL EXPENSES FOR THAT YEAR WITH QUOTED AMOUNTS FOR THEIR REVIEW AND APPROVAL PRIOR TO THE START OF ANY CAPITAL IMPROVEMENTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT BOARD OF TRUSTEES SERVICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMITTEE REVIEWS AND APPROVES THE COMPLETED 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT THE APRIL BOARD MEETING ALL POTENTIAL CONFLICTS OF INTEREST ARE IDENTIFIED AND ALL CONFLICTS ARE MONITORED THROUGHOUT THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0BURLINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine2Txt0AREA YMCA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BURLINGTON AREA YMCA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0134289848
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02410 MT PLEASANT ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BURLINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd052601
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt030549
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0BURLINGTON AREA YMCA INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03664134
IRS990/TotalAssetsEOYAmt03985065
IRS990/TotalAssetsGrp/BOYAmt03664134
IRS990/TotalAssetsGrp/EOYAmt03985065
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023574
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030549
IRS990/TotalFunctionalExpensesGrp/TotalAmt054123
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03664134
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03985065
IRS990/TotalProgramServiceExpensesAmt030549
IRS990/TotalRevenueGrp/ExclusionAmt0132586
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0132586
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03664134
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03985065
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN WAGNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03197536734
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-26
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 ST
ReturnHeader/Filer/USAddress/CityNm0BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421029744
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TDT CPAS AND ADVISORS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01700 42ND ST NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052402
ReturnHeader/PreparerPersonGrp/PhoneNum03193932374
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROSS VANLAAR CPA
ReturnHeader/ReturnTs02021-06-28T16:29:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WAGNER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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