Civic Intelligence

YMCA Endowment Foundation of Akron

990 • Fiscal year 2022 • EIN 34-1791819

Jul 01, 2021 to Jun 30, 2022 • Filed on Mar 28, 2023

Organization ProfileN/A
50 South Main Street Ll100Akron, OH 44308-1319

(330) 376-1335

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

41st percentile

2.3%

Higher net margin than 41% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

72nd percentile

15%

Faster asset growth than 72% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,618,403

Up $211,537 (+15%) from 2021

Net Assets

Up

$1,618,403

Up $211,537 (+15%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin41st percentile

Revenue

Up

$91,865

Up $196,201 (+188%) from 2021

Expenses

Up

$89,715

Up $33,737 (+60%) from 2021

Net Income

Up

$2,150

Up $162,464 (+101%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,153,115Liabilities 2011: $0Net Assets 2011: $1,153,1152011Assets 2012: $1,138,239Liabilities 2012: $0Net Assets 2012: $1,138,2392012Assets 2013: $1,218,066Liabilities 2013: $0Net Assets 2013: $1,218,0662013Assets 2014: $1,398,256Liabilities 2014: $0Net Assets 2014: $1,398,2562014Assets 2015: $1,432,128Liabilities 2015: $0Net Assets 2015: $1,432,1282015Assets 2016: $1,419,854Liabilities 2016: $0Net Assets 2016: $1,419,8542016Assets 2017: $1,501,796Liabilities 2017: $0Net Assets 2017: $1,501,7962017Assets 2018: $1,511,471Liabilities 2018: $0Net Assets 2018: $1,511,4712018Assets 2019: $1,495,252Liabilities 2019: $0Net Assets 2019: $1,495,2522019Assets 2020: $1,495,773Liabilities 2020: $0Net Assets 2020: $1,495,7732020Assets 2021: $1,406,866Liabilities 2021: $0Net Assets 2021: $1,406,8662021Assets 2022: $1,618,403Liabilities 2022: $0Net Assets 2022: $1,618,4032022Assets 2023: $1,710,023Liabilities 2023: $0Net Assets 2023: $1,710,0232023Assets 2024: $1,860,139Liabilities 2024: $0Net Assets 2024: $1,860,1392024

Highlighted filing

2022

Assets$1,618,403
Liabilities$0
Net Assets$1,618,403
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100K-$200KExpenses 2011: $64,6922011Expenses 2012: $67,2512012Expenses 2013: $66,0462013Revenue 2014: $104,028Expenses 2014: $65,208Net Income 2014: $38,8202014Revenue 2015: $189,933Expenses 2015: $64,290Net Income 2015: $125,6432015Revenue 2016: $124,676Expenses 2016: $81,780Net Income 2016: $42,8962016Revenue 2017: $63,870Expenses 2017: $91,699Net Income 2017: -$27,8292017Revenue 2018: $209,349Expenses 2018: $84,072Net Income 2018: $125,2772018Revenue 2019: $142,952Expenses 2019: $84,134Net Income 2019: $58,8182019Revenue 2020: $67,058Expenses 2020: $122,915Net Income 2020: -$55,8572020Revenue 2021: -$104,336Expenses 2021: $55,978Net Income 2021: -$160,3142021Revenue 2022: $91,865Expenses 2022: $89,715Net Income 2022: $2,1502022Revenue 2023: $64,778Expenses 2023: $91,674Net Income 2023: -$26,8962023Revenue 2024: $118,975Expenses 2024: $94,676Net Income 2024: $24,2992024

Highlighted filing

2022

Revenue$91,865
Expenses$89,715
Net Income$2,150
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 28, 2023
Return Version
2021v4.2
Gross Receipts
$91,865
Mission and Program Overview

Mission

To support the akron metropolitan ymca

To support the ymca of akron, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities-$1,277,973-
Investments in Publicly Traded Securities$1,406,866$340,430▼ $1,066,436
Total Assets$1,406,866$1,618,403▲ $211,537
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,160,164$1,618,403▲ $458,239
Net Assets Without Donor Restrictions$246,702$0▼ $246,702
Total Net Assets Fund Balance$1,406,866$1,618,403▲ $211,537
Total Liabilities and Net Assets / Fund Balance$1,406,866$1,618,403▲ $211,537

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,277,973--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Jeff LeonardPresident
Bret TreierMember
Harvey WagnerMember
Kathy GeierMember
Ray EvansMember
Ruth HermanMember
Scott OldhamMember
Jerilynn FergusonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$28,658
Program Service Revenue
$0
Investment Income
$63,207
Other Revenue
$0
All Other Contributions
$28,658
Change in Net Assets
$2,150
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$64,738
Other Expenses$24,977
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$64,738--$64,738
Fees for Service Investment Mgmnt Fees-$23,177-$23,177
Fees for Services Accounting-$1,800-$1,800
Total Functional Expenses$64,738$24,977$0$89,715
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ymca of Akron IncAkron, OH501(c)(3)General Support$64,738
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“No formal process to review form 990.”

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

“All trustees and members of committees of the board are required annually to sign a statement of compliance with this conflict of interest policy and list any existing or potential conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request in person or by written request”

Filing and Contact Details

Filer

Filer Name
Ymca Endowment Foundation
EIN
34-1791819
Phone
3303761335
Address
50 SOUTH MAIN STREET LL100, AKRON, OH 44308-1319

Signing Officer

Name
Jill Kolesar
Title
President
Phone
3303761335
Signed
2023-03-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Leonard
Formed
1994
Legal Domicile
Oh
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Apple Growth Partners
Address
1540 WEST MARKET ST, AKRON, OH 44313
Preparer
Dana Patterson
Phone
3308677350
Raw XML Appendix399 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT THE YMCA OF AKRON, INC.
IRS990/AllOtherContributionsAmt028658
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRIAN BIDLINGMYER
IRS990/BooksInCareOfDetail/PhoneNum03303761335
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt050 S MAIN ST LL100
IRS990/BooksInCareOfDetail/USAddress/CityNm0AKRON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0443081319
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt028658
IRS990/CYGrantsAndSimilarPaidAmt064738
IRS990/CYInvestmentIncomeAmt063207
IRS990/CYOtherExpensesAmt024977
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt02150
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt089715
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt091865
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO MAINTAIN AND INVEST DONATIONS AND BEQUESTS RECEIVED, WITH THE INCOME FROM SUCH FUNDS AVAILABLE TO THE YMCA OF AKRON, INC., AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER IRC 501(C)(3).
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01160164
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01618403
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt064738
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01800
IRS990/FeesForServicesAccountingGrp/TotalAmt01800
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt023177
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt023177
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0RAY EVANS
IRS990/Form990PartVIISectionAGrp/PersonNm1JERILYNN FERGUSON
IRS990/Form990PartVIISectionAGrp/PersonNm2RUTH HERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3KATHY GEIER
IRS990/Form990PartVIISectionAGrp/PersonNm4SCOTT OLDHAM
IRS990/Form990PartVIISectionAGrp/PersonNm5BRET TREIER
IRS990/Form990PartVIISectionAGrp/PersonNm6HARVEY WAGNER
IRS990/Form990PartVIISectionAGrp/PersonNm7JEFF LEONARD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt064738
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt064738
IRS990/GrantsToDomesticOrgsGrp/TotalAmt064738
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt091865
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt063207
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt063207
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01277973
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01406866
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0340430
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT THE YMCA OF AKRON, INC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01406866
IRS990/NetAssetsOrFundBalancesEOYAmt01618403
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-333669
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0246702
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JEFF LEONARD
IRS990/PriorPeriodAdjustmentsAmt0543056
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt035390
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt048921
IRS990/PYInvestmentIncomeAmt0-139726
IRS990/PYOtherExpensesAmt07057
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-160314
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt055978
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0-104336
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02150
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE YMCA DOES NOT APPOINT OR ELECT OFFICERS, DIRECTORS OR TRUSTEES FOR THE ENDOWMENT FOUNDATION. THERE ARE STAFF LIAISONS EMPLOYED BY THE YMCA THAT HAVE NO AUTHORITY TO VOTE OR INFLUENCE ANY INVESTMENT STRATEGIES BY THE FOUNDATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE FUNDS DISTRIBUTED BY THE FOUNDATION WERE USED TO SUPPORT AND ENHANCE PROGRAMS OFFERED BY THE YMCA OF AKRON, INC. THE ENDOWMENT FOUNDATION GOES THROUGH A SCREENING PROCESS OF REVIEWING REQUESTS FROM THE YMCA AND SELECTING THE OPPORTUNITIES THAT BEST SUIT THE EXEMPT PURPOSES SUPPORTED BY THE FOUNDATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2WITHOUT THE SUPPORT FROM THE FOUNDATION THE PROGRAMS SUPPORTED WOULD HAVE TO BE EITHER CUT BACK OR NOT RUN AT ALL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE CODE OF REGULATIONS OF THE FOUNDATION DOES NOT LIST THE SUPPORTED ORGANIZATION. THE FOUNDATION HAS A HISTORIC AND CONTINUING RELATIONSHIP WITH THE YMCA OF AKRON, INC.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2A:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2B:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV, SECTION A, LINE 1:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0340714727
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt064738
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0YMCA OF AKRON INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt064738
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/OtherSecuritiesGrp/BookValueAmt01277973
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS IN COMMUNITY FOUNDATIONS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01277973
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt064738
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0YMCA OF AKRON INC
IRS990ScheduleI/RecipientTable/RecipientEIN0340714727
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt050 SOUTH MAIN STREET STE LL 100
IRS990ScheduleI/RecipientTable/USAddress/CityNm0AKRON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd044308
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FUNDS ARE PROVIDED TO THE RELATED ORGANIZATION FOR GENERAL SUPPORT
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO FORMAL PROCESS TO REVIEW FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL TRUSTEES AND MEMBERS OF COMMITTEES OF THE BOARD ARE REQUIRED ANNUALLY TO SIGN A STATEMENT OF COMPLIANCE WITH THIS CONFLICT OF INTEREST POLICY AND LIST ANY EXISTING OR POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST IN PERSON OR BY WRITTEN REQUEST
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 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0YMCA OF AKRON INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0340714727
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0COMMUNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt050 SOUTH MAIN ST STE LL100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0AKRON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd044308
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/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01406866
IRS990/TotalAssetsEOYAmt01618403
IRS990/TotalAssetsGrp/BOYAmt01406866
IRS990/TotalAssetsGrp/EOYAmt01618403
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt028658
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024977
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt064738
IRS990/TotalFunctionalExpensesGrp/TotalAmt089715
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01406866
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01618403
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt064738
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt063207
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt091865
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01406866
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01618403
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt050 SOUTH MAIN STREET LL100
IRS990/USAddress/CityNm0AKRON
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd0443081319
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JILL KOLESAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03303761335
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YMCA ENDOWMENT FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF AKRON OHIO INC
ReturnHeader/Filer/BusinessNameControlTxt0YMCA
ReturnHeader/Filer/EIN0341791819
ReturnHeader/Filer/PhoneNum03303761335
ReturnHeader/Filer/USAddress/AddressLine1Txt050 SOUTH MAIN STREET LL100
ReturnHeader/Filer/USAddress/CityNm0AKRON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0443081319
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341082617
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0APPLE GROWTH PARTNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01540 WEST MARKET ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AKRON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044313
ReturnHeader/PreparerPersonGrp/PhoneNum03308677350
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANA PATTERSON
ReturnHeader/ReturnTs02023-03-28T13:36:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JILL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KOLESAR
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,618,403
Liabilities
$0
Net assets
$1,618,403
Revenue
$91,865
Expenses
$89,715
Net income
$2,150
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.12$0.09$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.06$0.09$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.09$0.09$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.10$0.06$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.07$0.12$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.14$0.08$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.21$0.08$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.06$0.09$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.12$0.08$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.19$0.06$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.10$0.07$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.00$1.22$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$0.06