Civic Intelligence

Barbara B Jordan YMCA Inc

990 • Fiscal year 2013 • EIN 35-2019312

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 08, 2014

2039 E Morgan Drive46151

(765) 342-6688

Siviq Scores

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

Liabilities / Assets

30th percentile

0.02x

Higher debt load relative to assets than 30% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.03x

Higher debt load relative to revenue than 30% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

30th percentile

-3.6%

Higher net margin than 30% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

60th percentile

$70,418

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

31st percentile

-2.3%

Faster asset growth than 31% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Assets

Down

$1,493,795

Down $34,655 (-2.3%) from 2012

Net Assets

Down

$1,460,480

Down $38,490 (-2.6%) from 2012

Liabilities

Up

$33,315

Up $3,835 (+13%) from 2012

Revenue

$1,059,345

No earlier filing loaded for comparison.

Expenses

Down

$1,097,835

Down $40,149 (-3.5%) from 2012

Net Income

-$38,490

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,730,148Liabilities 2010: $23,643Net Assets 2010: $1,706,5052010Assets 2011: $1,636,719Liabilities 2011: $26,764Net Assets 2011: $1,609,9552011Assets 2012: $1,528,450Liabilities 2012: $29,480Net Assets 2012: $1,498,9702012Assets 2013: $1,493,795Liabilities 2013: $33,315Net Assets 2013: $1,460,4802013Assets 2014: $1,311,671Liabilities 2014: $34,918Net Assets 2014: $1,276,7532014Assets 2015: $1,228,979Liabilities 2015: $41,865Net Assets 2015: $1,187,1142015Assets 2016: $1,112,207Liabilities 2016: $32,054Net Assets 2016: $1,080,1532016Assets 2017: $1,094,846Liabilities 2017: $53,418Net Assets 2017: $1,041,4282017Assets 2018: $1,030,017Liabilities 2018: $42,954Net Assets 2018: $987,0632018Assets 2019: $1,114,455Liabilities 2019: $78,863Net Assets 2019: $1,035,5922019Assets 2020: $1,120,435Liabilities 2020: $67,738Net Assets 2020: $1,052,6972020Assets 2021: $1,398,044Liabilities 2021: $46,815Net Assets 2021: $1,351,2292021Assets 2022: $2,431,836Liabilities 2022: $61,666Net Assets 2022: $2,370,1702022Assets 2023: $2,492,517Liabilities 2023: $91,665Net Assets 2023: $2,400,8522023Assets 2024: $2,629,931Liabilities 2024: $85,102Net Assets 2024: $2,544,8292024

Highlighted filing

2013

Assets$1,493,795
Liabilities$33,315
Net Assets$1,460,480

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,223,4432010Expenses 2011: $1,229,8482011Expenses 2012: $1,137,9842012Revenue 2013: $1,059,345Expenses 2013: $1,097,835Net Income 2013: -$38,4902013Revenue 2014: $985,019Expenses 2014: $1,168,746Net Income 2014: -$183,7272014Revenue 2015: $1,134,891Expenses 2015: $1,224,530Net Income 2015: -$89,6392015Revenue 2016: $1,141,770Expenses 2016: $1,248,733Net Income 2016: -$106,9632016Revenue 2017: $1,221,873Expenses 2017: $1,260,598Net Income 2017: -$38,7252017Revenue 2018: $1,264,758Expenses 2018: $1,319,123Net Income 2018: -$54,3652018Revenue 2019: $1,307,326Expenses 2019: $1,258,797Net Income 2019: $48,5292019Revenue 2020: $1,330,496Expenses 2020: $1,313,391Net Income 2020: $17,1052020Revenue 2021: $1,767,141Expenses 2021: $1,468,609Net Income 2021: $298,5322021Revenue 2022: $2,690,016Expenses 2022: $1,671,075Net Income 2022: $1,018,9412022Revenue 2023: $1,781,444Expenses 2023: $1,750,557Net Income 2023: $30,8872023Revenue 2024: $2,235,328Expenses 2024: $2,091,351Net Income 2024: $143,9772024

Highlighted filing

2013

Revenue$1,059,345
Expenses$1,097,835
Net Income-$38,490
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 8, 2014
Return Version
2013v3.0
Gross Receipts
$1,059,345
Mission and Program Overview

Mission

The mission of the ymca is to put christian principles into practice through programs that build healthy spirit, mind, and body for all.

The mission of the ymca is to put christian principles into practice through programs that build a healthy spirit, mind, and body for all.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,059,734$1,108,845▲ $49,111
Savings and Temporary Cash Investments$467,366$377,289▼ $90,077
Pledges and Grants Receivable-$7,661-
Prepaid Expenses and Deferred Charges$1,350$0▼ $1,350
Total Assets$1,528,450$1,493,795▼ $34,655
Liabilities
Accounts Payable and Accrued Expenses$29,480$33,315▲ $3,835
Total Liabilities$29,480$33,315▲ $3,835
Net Assets / Fund Balance
Unrestricted Net Assets$1,449,995$1,427,491▼ $22,504
Temporarily Rstr Net Assets$48,975$32,989▼ $15,986
Total Net Assets Fund Balance$1,498,970$1,460,480▼ $38,490
Total Liabilities and Net Assets / Fund Balance$1,528,450$1,493,795▼ $34,655

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$921,460$1,165,014$2,086,474
Equipment$37,385$172,080$209,465
Land$150,000-$150,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Judy BucciExecutive DirectorFT$59,980$10,438$70,418

Board Members and Trustees

NameTitle
Dean RobersonChairman
Scott AndritschVice-chairman
Aaron CunninghamBoard Member
Becky MckinneyBoard Member
Bill GuyBoard Member
Brett StriegelBoard Member
Greg BoydBoard Member
Jared StarkBoard Member
Jeff HobsonBoard Member
Julie MintonBoard Member
Kelly BrayBoard Member
Mark PoindexterBoard Member
Melanie FoleyBoard Member
Michael HeinBoard Member
Mike KirschBoard Member
Rick KivettBoard Member
Steve OliverBoard Member
Mathew CraneyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$583,477
Program Service Revenue
$471,537
Investment Income
$492
Other Revenue
$3,839
All Other Contributions
$207,421
Change in Net Assets
$-38,490

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,059,345
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,059,345
Total Revenue per Form 990
$1,059,345
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$616,896
Other Expenses$480,939
Total Fundraising Expense$2,209
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$462,175$49,085$2,045$513,305
Depreciation Depletion$91,441$10,160-$101,601
Occupancy$53,137--$53,137
Payroll Taxes$40,350$3,953$164$44,467
Other Employee Benefits$36,582$2,274-$38,856
All Other Expenses$11,907$25,340-$37,247
Insurance$14,142$21,213-$35,355
Advertising$21,512$7,390-$28,902
Pension Plan Contributions$19,116$1,152-$20,268
Fees for Services Other$16,970--$16,970
Other Expenses$14,526$2,978-$14,526
Office Expenses$10,209$3,110-$13,319
Fees for Services Accounting$877$7,119-$7,996
Conferences and Meetings$4,923--$4,923
Information Technology-$4,840-$4,840
Travel$1,446$249-$1,695
Total Functional Expenses$938,375$157,251$2,209$1,097,835

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,097,835
Total Expenses per Audited Statements$1,097,835
Total Expenses per Form 990$1,097,835
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has members who pay yearly membership fees, or dues to use the organization's facilities and to participate in its activities.

Form 990, Part VI, Section A, Line 7A

Members of the ymca elect the board of directors.

Form 990, Part VI, Section B, Line 11

The return preparer emails a copy of the final version of the form 990 to the executive director before it was filed. This version of the form 990 is available to each board member before it is filed.

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

The organization enforces the policy regarding disallowing board members to vote on matters where they may have a conflict of interest. The organization keeps the conflict of interest surveys in their board binder and refers to them, as needed, when decisions with potential for conflict of interest arise.

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

Filing and Contact Details

Filer

EIN
35-2019312
Phone
7653426688

Signing Officer

Name
Judy Bucci
Title
Executive Director
Phone
7653426888
Signed
2014-09-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Judy Bucci
Formed
1997
Legal Domicile
In
Voting Board Members
18
Independent Board Members
18
Employees
109
Volunteers
446

Preparer

Preparer
Brad M Feldman CPA
Phone
3177809850
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process for oversight of the audit has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

Management has determined that there are no uncertain tax positions that would require recognition in the financial statements. If the corporation were to incur an income tax liability in the future, interest on any income tax liability would be reported as interest expense, and penalties on any income tax would be reported as penalties. Management's conclusions regarding uncertain tax positions may be subject to review and adjustment at a later date based on ongoing analysis of tax laws, regulations, and interpretations thereof, as well as other factors. The organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The organization's management believes it is no longer subject to income tax examinations for years prior to 2010.

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IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt038856
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IRS990/OtherExpensesGrp/Desc2NATIONAL SUPPORT
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IRS990/OtherExpensesGrp/ProgramServicesAmt314526
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-38490
IRS990/RegularMonitoringEnfrcInd01
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IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0653975
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0327284
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0395446
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0492
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0850
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01287
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0794496
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0769469
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0492
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0850
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01287
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02386
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IRS990ScheduleA/InvestmentIncomeCYPct00.00100
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt03723
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01835
IRS990ScheduleA/OtherIncome509Grp/TotalAmt012453
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99670
IRS990ScheduleA/PublicSupportPY509Pct00.99490
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01055014
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01023381
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01128725
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01121780
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01164915
IRS990ScheduleA/Total509Grp/TotalAmt05493815
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01059345
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01026999
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01133298

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.63$0.09$2.54$2.24$2.09$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.49$0.09$2.40$1.78$1.75$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.43$0.06$2.37$2.69$1.67$1.02
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.05$1.35$1.77$1.47$0.30
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.07$1.05$1.33$1.31$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.11$0.08$1.04$1.31$1.26$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.04$0.99$1.26$1.32$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.05$1.04$1.22$1.26$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.11$0.03$1.08$1.14$1.25$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.23$0.04$1.19$1.13$1.22$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.31$0.03$1.28$0.99$1.17$0.18
2013Detailed filing. Detailed filing data is available for this year.$1.49$0.03$1.46$1.06$1.10$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.03$1.50$1.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.03$1.61$1.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.02$1.71$1.22