Civic Intelligence

Bristol Family YMCA Endowment Fund

990 • Fiscal year 2016 • EIN 23-7380047

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 16, 2017

Organization ProfileN/A
400 Martin Luther King Jr BlvdBristol, TN 37620

(423) 968-3133

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

90th percentile

41%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

64th percentile

5.9%

Faster asset growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-36%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,348,349

Up $75,585 (+5.9%) from 2015

Net Assets

Up

$1,348,349

Up $75,585 (+5.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin90th percentile

Revenue

Down

$56,251

Down $31,531 (-36%) from 2015

Expenses

Down

$33,140

Down $1,333 (-3.9%) from 2015

Net Income

Down

$23,111

Down $30,198 (-57%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$3.0M$2.0M$1.0M$0Assets 2013: $1,239,594Liabilities 2013: $0Net Assets 2013: $1,239,5942013Assets 2014: $1,277,308Liabilities 2014: $0Net Assets 2014: $1,277,3082014Assets 2015: $1,272,764Liabilities 2015: $0Net Assets 2015: $1,272,7642015Assets 2016: $1,348,349Liabilities 2016: $0Net Assets 2016: $1,348,3492016Assets 2017: $1,486,902Liabilities 2017: $0Net Assets 2017: $1,486,9022017Assets 2018: $1,413,436Liabilities 2018: $0Net Assets 2018: $1,413,4362018Assets 2019: $1,570,996Liabilities 2019: $0Net Assets 2019: $1,570,9962019Assets 2020: $1,717,854Liabilities 2020: $0Net Assets 2020: $1,717,8542020Assets 2021: $1,885,532Liabilities 2021: $0Net Assets 2021: $1,885,5322021Assets 2022: $1,617,648Liabilities 2022: $0Net Assets 2022: $1,617,6482022Assets 2023: $2,390,120Liabilities 2023: $0Net Assets 2023: $2,390,1202023Assets 2024: $2,315,855Liabilities 2024: $0Net Assets 2024: $2,315,8552024

Highlighted filing

2016

Assets$1,348,349
Liabilities$0
Net Assets$1,348,349
Open 2016 Filing

Operations Trend

Revenue Growth9th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $91,628Expenses 2013: $34,743Net Income 2013: $56,8852013Revenue 2014: $84,017Expenses 2014: $36,022Net Income 2014: $47,9952014Revenue 2015: $87,782Expenses 2015: $34,473Net Income 2015: $53,3092015Revenue 2016: $56,251Expenses 2016: $33,140Net Income 2016: $23,1112016Revenue 2017: $138,530Expenses 2017: $52,199Net Income 2017: $86,3312017Revenue 2018: $106,022Expenses 2018: $11,806Net Income 2018: $94,2162018Revenue 2019: $95,463Expenses 2019: $106,178Net Income 2019: -$10,7152019Revenue 2020: $75,089Expenses 2020: $11,295Net Income 2020: $63,7942020Revenue 2021: $134,202Expenses 2021: $14,642Net Income 2021: $119,5602021Revenue 2022: $78,136Expenses 2022: $13,032Net Income 2022: $65,1042022Revenue 2023: $1,346,050Expenses 2023: $713,448Net Income 2023: $632,6022023Revenue 2024: $190,988Expenses 2024: $314,203Net Income 2024: -$123,2152024

Highlighted filing

2016

Revenue$56,251
Expenses$33,140
Net Income$23,111
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 16, 2017
Return Version
2016v3.0
Gross Receipts
$764,762
Mission and Program Overview

Mission

To financially aid the Bristol family YMCA in its charitable mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,233,263$1,269,057▲ $35,794
Cash and Non-Interest-Bearing Accounts$37,250$77,272▲ $40,022
Total Assets$1,272,764$1,348,349▲ $75,585
Other Assets Total$2,251$2,020▼ $231
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,272,764$1,348,349▲ $75,585
Total Net Assets Fund Balance$1,272,764$1,348,349▲ $75,585
Total Liabilities and Net Assets / Fund Balance$1,272,764$1,348,349▲ $75,585

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,272,765$650▲ $44,474-$1,284,749
2015$1,277,309-▲ $42,778-$1,272,765
2014$1,239,595$2,350▲ $71,386-$1,277,309
2013$1,155,117-▲ $119,221-$1,239,595
2012$1,099,574$1,321▲ $83,694-$1,155,117
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Bill SorahTrustee
Mike PhippsTrustee
Steve DixonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$650
Program Service Revenue
$0
Investment Income
$55,035
Other Revenue
$566
All Other Contributions
$650
Change in Net Assets
$23,111
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$23,800
Other Expenses$9,340
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$23,800--$23,800
Fees for Service Investment Mgmnt Fees-$9,340-$9,340
Total Functional Expenses$23,800$9,340$0$33,140
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Young Mens Christian Association of BristolBristol, TN501(c)(3)Provided Soley to the Bristol Family Ymca. the Organization Provides Funding to the Bristol Family Ymca as Needed to Fulfill Its Charitable Mission. the Board of Trustees Determines When Funds Are to Be Granted.$23,800
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 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, Part VI, Section B, Line 11B

“The form 990 is reviewed and approved by the board of trustees before filing.”

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

“Trustees are to complete conflict of interest forms annually.”

Form 990, Part VI, Section C, Line 18

“The form 990 will be made available upon request.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements will be made available upon request.”

Filing and Contact Details

Filer

Filer Name
Bristol Family Ymca Endowment Fund
EIN
23-7380047
Phone
4239683133
Address
400 MARTIN LUTHER KING JR BLVD, BRISTOL, TN 37620

Signing Officer

Name
Mike Phipps
Title
Trustee
Phone
4239683133
Signed
2017-08-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Phipps
Formed
1973
Legal Domicile
Tn
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Brown Edwards & Company Llp
Address
513 STATE STREET, BRISTOL, VA 24201
Preparer
Jared D Brown CPA
Phone
2766696171
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees is responsible for the oversight of the audit of the financial statements.”

Financial Statement Notes

PART V, LINE 4:

“To financially aid the bristol family ymca in its charitable mission.”

PART X, LINE 2:

“Fasb asc 740-10, accounting for uncertainty in income taxes, clarifies the accounting and recognition for income tax positions taken or expected to be taken in the organization's income tax returns. The organization adopted the standard in 2009. The organization's income tax filings are subject to audit by various taxing authorities. The organization's open audit periods are 2013-2016. In evaluating the organization's tax provisions and accruals, future taxable income, and the reversal of temporary differences, interpretations and tax planning strategies are considered. The organization believes their estimates are appropriate based on current facts and circumstances.”

Raw XML Appendix384 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/SupplementalInformationDetail/ExplanationTxt0TO FINANCIALLY AID THE BRISTOL FAMILY YMCA IN ITS CHARITABLE MISSION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, CLARIFIES THE ACCOUNTING AND RECOGNITION FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE ORGANIZATION'S INCOME TAX RETURNS. THE ORGANIZATION ADOPTED THE STANDARD IN 2009. THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE ORGANIZATION'S OPEN AUDIT PERIODS ARE 2013-2016. IN EVALUATING THE ORGANIZATION'S TAX PROVISIONS AND ACCRUALS, FUTURE TAXABLE INCOME, AND THE REVERSAL OF TEMPORARY DIFFERENCES, INTERPRETATIONS AND TAX PLANNING STRATEGIES ARE CONSIDERED. THE ORGANIZATION BELIEVES THEIR ESTIMATES ARE APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDED SOLEY TO THE BRISTOL FAMILY YMCA. THE ORGANIZATION PROVIDES FUNDING TO THE BRISTOL FAMILY YMCA AS NEEDED TO FULFILL ITS CHARITABLE MISSION. THE BOARD OF TRUSTEES DETERMINES WHEN FUNDS ARE TO BE GRANTED.
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0BRISTOL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd037620
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES ARE TO COMPLETE CONFLICT OF INTEREST FORMS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 WILL BE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS WILL BE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0620521204
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO DEVELOP CHRISTIAN PERSONALITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BRISTOL
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd037620
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt01348349
IRS990/TotalAssetsGrp/BOYAmt01272764
IRS990/TotalAssetsGrp/EOYAmt01348349
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0650
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09340
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt023800
IRS990/TotalFunctionalExpensesGrp/TotalAmt033140
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt012990
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt042611
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt056251
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01272764
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01348349
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01272764
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01348349
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0BRISTOL
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IRS990/USAddress/ZIPCd037620
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE PHIPPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04239683133
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRISTOL FAMILY YMCA ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0BRIS
ReturnHeader/Filer/EIN0237380047
ReturnHeader/Filer/PhoneNum04239683133
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 MARTIN LUTHER KING JR BLVD
ReturnHeader/Filer/USAddress/CityNm0BRISTOL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01C76154176221C93BBAE6EBFFF44143B5701FD35
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EF1C1A0CA49DBA0E0B0319B7F92942CEFA511A8D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0206.248.228.130
ReturnHeader/FilingSecurityInformation/IPDt02017-08-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:25:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0540504608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROWN EDWARDS & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0513 STATE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRISTOL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd024201
ReturnHeader/PreparerPersonGrp/PhoneNum02766696171
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JARED D BROWN CPA
ReturnHeader/ReturnTs02017-08-16T09:33:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,348,349
Liabilities
$0
Net assets
$1,348,349
Revenue
$56,251
Expenses
$33,140
Net income
$23,111
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.19$0.31$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$1.35$0.71$0.63
2022Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.08$0.01$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.13$0.01$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.08$0.01$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.10$0.11$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.11$0.01$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.14$0.05$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.06$0.03$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.09$0.03$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.08$0.04$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.09$0.03$0.06