Civic Intelligence

Lancaster YMCA Foundation Inc

990 • Fiscal year 2014 • EIN 23-2224471

Dec 01, 2013 to Nov 30, 2014 • Filed on May 21, 2015

Organization ProfileWWW.LANCASTERYMCAFOUNDATION.ORG
265 Harrisburg Avenue17603

(717) 397-7474

Siviq Scores

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

Liabilities / Assets

39th percentile

0.05x

Higher debt load relative to assets than 39% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

72nd percentile

0.36x

Higher debt load relative to revenue than 72% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$138,535

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 38.2% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

47th percentile

1.3%

Faster asset growth than 47% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$2,645,680

Up $33,108 (+1.3%) from 2013

Net Assets

Up

$2,516,280

Up $100,003 (+4.1%) from 2013

Liabilities

Down

$129,400

Down $66,895 (-34%) from 2013

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin91st percentile

Revenue

$362,922

No earlier filing loaded for comparison.

Expenses

Up

$189,342

Up $311 (+0.2%) from 2013

Net Income

$173,580

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,257,361Liabilities 2010: $421,223Net Assets 2010: $1,836,1382010Assets 2011: $2,303,375Liabilities 2011: $347,455Net Assets 2011: $1,955,9202011Assets 2012: $2,464,076Liabilities 2012: $269,851Net Assets 2012: $2,194,2252012Assets 2013: $2,612,572Liabilities 2013: $196,295Net Assets 2013: $2,416,2772013Assets 2014: $2,645,680Liabilities 2014: $129,400Net Assets 2014: $2,516,2802014Assets 2015: $2,484,284Liabilities 2015: $90,933Net Assets 2015: $2,393,3512015Assets 2016: $2,617,800Liabilities 2016: $286,932Net Assets 2016: $2,330,8682016Assets 2017: $2,861,143Liabilities 2017: $317,072Net Assets 2017: $2,544,0712017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2014

Assets$2,645,680
Liabilities$129,400
Net Assets$2,516,280
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $123,1302010Expenses 2011: $152,7842011Expenses 2012: $165,2482012Expenses 2013: $189,0312013Revenue 2014: $362,922Expenses 2014: $189,342Net Income 2014: $173,5802014Revenue 2015: $153,903Expenses 2015: $156,508Net Income 2015: -$2,6052015Revenue 2016: $170,474Expenses 2016: $105,127Net Income 2016: $65,3472016Revenue 2017: $130,160Expenses 2017: $84,145Net Income 2017: $46,0152017Revenue 2018: $140,821Expenses 2018: $76,980Net Income 2018: $63,8412018

Highlighted filing

2014

Revenue$362,922
Expenses$189,342
Net Income$173,580
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2013 to Nov 30, 2014
Signed
May 21, 2015
Return Version
2013v4.0
Gross Receipts
$3,166,933
Mission and Program Overview

Mission

The Lancaster YMCA Foundation exists to provide and serve as stewards for a permanent endowment to preserve the mission and services of the Lancaster Family YMCA. The Foundation supports current Lancaster Family YMCA programs and is creating a legacy to ensure that the Lancaster Family YMCA will continue strengthening community through youth development, healthy living, and social responsibility.

To provide a consistently increasing endowment to support the lancaster family ymca.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,767,972$1,823,714▲ $55,742
Savings and Temporary Cash Investments$49,465--
Cash and Non-Interest-Bearing Accounts$5,379$28,214▲ $22,835
Pledges and Grants Receivable$19,400--
Accounts Receivable$1,900$1,787▼ $113
Total Assets$2,612,572$2,645,680▲ $33,108
Other Assets Total$768,456$791,965▲ $23,509
Liabilities
Other Liabilities$91,319$94,428▲ $3,109
Grants Payable$104,976$34,972▼ $70,004
Total Liabilities$196,295$129,400▼ $66,895
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,415,659$1,690,058▲ $274,399
Unrestricted Net Assets$773,751$815,472▲ $41,721
Temporarily Rstr Net Assets$226,867$10,750▼ $216,117
Total Net Assets Fund Balance$2,416,277$2,516,280▲ $100,003
Total Liabilities and Net Assets / Fund Balance$2,612,572$2,645,680▲ $33,108

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$5,007--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$865,337$10,975▲ $64,012$37,224$903,100
2012$800,011$7,929▲ $126,638$69,241$865,337
2011$688,616$69,468▲ $80,101$38,174$800,011
2010$648,371$28,385▲ $41,090$29,230$688,616
2009$551,764$56,500▲ $55,696$15,589$648,371
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleOtherTotal
Jeffrey KenderdineBoard Member$138,535$138,535

Board Members and Trustees

NameTitle
Sarah Young FisherChair
Benjamin BamfordVice Chair
Christopher W KullBoard Member
Dr Wayne Conrad MdBoard Member
E Phillip WengerBoard Member
Nancy GieniecBoard Member
Paul H Slaugh JrBoard Member
Randy R MoyerBoard Member
Richard M RankinBoard Member
Thomas GoldbachBoard Member
William F JeffersonBoard Member
Robert E LeeSecretary
Steven Bucklen CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$131,999
Program Service Revenue
$0
Investment Income
$230,923
Other Revenue
$0
All Other Contributions
$131,999
Change in Net Assets
$173,580

Audited Revenue Reconciliation

Revenue per Audited Statements
$362,922
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-58,262
Total Revenue per Audited Statements
$304,660
Total Revenue per Form 990
$362,922
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$117,106
Other Expenses$39,236
Total Fundraising Expense$33,801
Professional Fundraising Fees$33,000
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$117,106--$117,106
Fees for Services Professional Fundraising--$33,000$33,000
Fees for Service Investment Mgmnt Fees-$14,798-$14,798
Fees for Services Other-$8,250-$8,250
Fees for Services Accounting-$8,200-$8,200
Insurance-$1,293-$1,293
Office Expenses--$801$801
Other Expenses-$245-$245
Total Functional Expenses$117,106$38,435$33,801$189,342

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$204,657
Expenses per Audited Statements$189,342
Total Expenses per Form 990$189,342
Expenses Not Reported on Form 990$15,315
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
23-1243970-501(c)(3)To Support Specific Programs of the Lancaster Family Ymca, Inc.$117,106
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$33,000
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Obligation$94,428
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“An investment company is used to issue checks and receive deposits once approved by board officers.”

Form 990, Part VI, Section B, Line 11

“Form 990 is reviewed in detail by the finance committee members and foundation consultant prior to review by the full board. An electronic copy of form 990 will be provided to each board member prior to filing the return with the irs.”

Form 990, Part VI, Section B, Line 12C

“Any transaction with board members is reviewed by the finance committee to determine if it is at an arm's length market price and appropriate. Individuals with a conflict of interest are precluded from establishing policy, approving budgets, developing goals or (except as provided in the policy) providing direct service where they or their firms have a financial interest in the same. A conflict of interest statement is signed by each board member annually and is filed in the administrative files. The policy is reviewed annually with board members.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Form 990, Part VI, Section B, Lines 13 and 14

“The organization understands the need for document retention and destruction and whistleblower policies. A document retention and destruction policy was established after year-end and a whistleblower policy is being formulated.”

Filing and Contact Details

Filer

EIN
23-2224471
Phone
7173977474

Signing Officer

Name
Steven S Bucklen
Title
Treasurer
Phone
7173977474
Signed
2015-05-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven S Bucklen
Formed
1981
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Preparer
Robert E Newcomer
Phone
7173935696
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in beneficial interest of perpetual trust 20,519. Change in cash value of life insurance policy 2,990. Change in value of annuities -15,315.”

Financial Statement Notes

PART V, LINE 4:

“The endowment funds are used to support the lancaster family ymca.”

PART X, LINE 2:

“The foundation has adopted financial accounting standards board (fasb) "accounting for uncertainty in income taxes" as of december 1, 2008. The foundation has evaluated its tax positions as of november 30, 2014. A tax position is recognized as a benefit only if it is "more-likely-than-not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that has a likelihood of being realized on examination of more than 50 percent. For tax positions not meeting the "more-likely-than-not" test, no tax benefit is recorded. Under the "more-likely-than-not" threshold guidelines, the foundation believes no significant uncertain tax positions exist, either individually or in the aggregate, that would give rise to the non-recognition of an existing tax benefit. As of november 30, 2014, the foundation has no material unrecognized tax benefits or accrued interest and penalties. The foundation's federal exempt organization business income tax returns for the years ended november 30, 2013, 2012, and 2011 remain subject to examination by the internal revenue service.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in beneficial interest of perpet. Trusts 20,519. Change in cash value of life insurance policy 2,990.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of annuties 15,315.”

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IRS990/MissionDesc0THE LANCASTER YMCA FOUNDATION EXISTS TO PROVIDE AND SERVE AS STEWARDS FOR A PERMANENT ENDOWMENT TO PERSERVE THE MISSION AND SERVICES OF THE LANCASTER FAMILY YMCA. THE FOUNDATION SUPPORTS CURRENT LANCASTER FAMILY YMCA PROGRAMS AND IS CREATING A LEGACY TO ENSURE THAT THE LANCASTER FAMILY YMCA WILL CONTINUE STRENGTHENING COMMUNITY THROUGH YOUTH DEVELOPMENT, HEALTHY LIVING, AND SOCIAL RESPONSIBILITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02416277
IRS990/NetAssetsOrFundBalancesEOYAmt02516280
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0193796
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0193796
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-81771
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0801
IRS990/OfficeExpensesGrp/TotalAmt0801
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0768456
IRS990/OtherAssetsTotalGrp/EOYAmt0791965
IRS990/OtherChangesInNetAssetsAmt08194
IRS990/OtherExpensesGrp/Desc0LIFE INSURANCE EXPENSE
IRS990/OtherExpensesGrp/Desc1BOARD EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05649
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1245
IRS990/OtherExpensesGrp/TotalAmt05649
IRS990/OtherExpensesGrp/TotalAmt1245
IRS990/OtherLiabilitiesGrp/BOYAmt091319
IRS990/OtherLiabilitiesGrp/EOYAmt094428
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01415659
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01690058
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt019400
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEVEN S BUCKLEN
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0142557
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0101939
IRS990/PYInvestmentIncomeAmt0104704
IRS990/PYOtherExpensesAmt041742
IRS990/PYOtherRevenueAmt0-9948
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt048282
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0189031
IRS990/PYTotalProfFndrsngExpnsAmt045350
IRS990/PYTotalRevenueAmt0237313
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0173580
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt049465
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0231243970
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0501(C)(3)
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0117106
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10LANCASTER FAMILY YMCA ASSOCIATION OF LANCASTER PA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0117106
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0865337
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt010975
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0903100
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt064012
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt037224
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0800011
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt07929
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0865337
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0126638
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt069241
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0688616
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt069468
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0800011
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt080101
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt038174
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0648371
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt028385
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0688616
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt041090
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt029230
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0551764
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt056500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0648371
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt055696
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt015589
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt015315
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0189342
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-81771
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0786958
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt15007
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INTEREST IN BENEFICIAL TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CASH VALUE OF LIFE INSURANCE POLICY
IRS990ScheduleD/OtherExpensesIncludedAmt015315
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt094428
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITY OBLIGATION
IRS990ScheduleD/OtherRevenueAmt023509
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0-58262
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0362922
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE LANCASTER FAMILY YMCA.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION HAS ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" AS OF DECEMBER 1, 2008. THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS AS OF NOVEMBER 30, 2014. A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE-LIKELY-THAN-NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT HAS A LIKELIHOOD OF BEING REALIZED ON EXAMINATION OF MORE THAN 50 PERCENT. FOR TAX POSITIONS NOT MEETING THE "MORE-LIKELY-THAN-NOT" TEST, NO TAX BENEFIT IS RECORDED. UNDER THE "MORE-LIKELY-THAN-NOT" THRESHOLD GUIDELINES, THE FOUNDATION BELIEVES NO SIGNIFICANT UNCERTAIN TAX POSITIONS EXIST, EITHER INDIVIDUALLY OR IN THE AGGREGATE, THAT WOULD GIVE RISE TO THE NON-RECOGNITION OF AN EXISTING TAX BENEFIT. AS OF NOVEMBER 30, 2014, THE FOUNDATION HAS NO MATERIAL UNRECOGNIZED TAX BENEFITS OR ACCRUED INTEREST AND PENALTIES. THE FOUNDATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE YEARS ENDED NOVEMBER 30, 2013, 2012, AND 2011 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHANGE IN BENEFICIAL INTEREST OF PERPET. TRUSTS 20,519. CHANGE IN CASH VALUE OF LIFE INSURANCE POLICY 2,990.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3CHANGE IN VALUE OF ANNUTIES 15,315.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0791965
IRS990ScheduleD/TotalExpensesPerForm990Amt0189342
IRS990ScheduleD/TotalLiabilityAmt094428
IRS990ScheduleD/TotalRevenuePerForm990Amt0362922
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0304660
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0204657
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0FUNDRAISING CONSULTING
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt0131999
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0131999
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm0BROOMELL CONSULTING
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt033000
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine10102 LAKEWOOD DRIVE
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/City0KIRKWOOD
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/State0PA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCode017536
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0PA
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt0131999
IRS990ScheduleG/TotalNetToOrganizationAmt0131999
IRS990ScheduleG/TotalRetainedByContractorsAmt033000
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0117106
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT SPECIFIC PROGRAMS OF THE LANCASTER FAMILY YMCA, INC.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10LANCASTER FAMILY YMCA ASSOCIATION OF LANCASTER PENNSYLVANIA
IRS990ScheduleI/RecipientTable/RecipientEIN0231243970
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10265 HARRISBURG AVENUE
IRS990ScheduleI/RecipientTable/USAddress/City0LANCASTER
IRS990ScheduleI/RecipientTable/USAddress/State0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode017603
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE YMCA PROVIDES COPIES OF INVOICES FOR FUNDS THAT ARE USED FOR PROGRAM EXPENSES. FOR FUNDS THAT SUPPORT CAMP SHAND SCHOLARSHIPS OR YOUTH MEMBERSHIPS, THE YMCA PROVIDES A LIST OF THE STUDENTS AND THE AMOUNTS THAT WERE AWARDED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,645,680
Liabilities
$129,400
Net assets
$2,516,280
Revenue
$362,922
Expenses
$189,342
Net income
$173,580
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.14$0.08$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.86$0.32$2.54$0.13$0.08$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.62$0.29$2.33$0.17$0.11$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.48$0.09$2.39$0.15$0.16$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.65$0.13$2.52$0.36$0.19$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.61$0.20$2.42$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$0.27$2.19$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.35$1.96$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.26$0.42$1.84$0.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $1M-$5M nonprofits