Civic Intelligence

YMCA of Beloit Endowment Fund Inc

990 • Fiscal year 2014 • EIN 39-1615507

Sep 01, 2013 to Aug 31, 2014 • Filed on Feb 02, 2015

Organization Profile
1865 Riverside DriveBeloit, WI 53511

(608) 365-2261

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

3rd percentile

-86%

Higher net margin than 3% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

41st percentile

-0.2%

Faster asset growth than 41% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

9th percentile

-33%

Faster revenue growth than 9% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$576,363

Down $998 (-0.2%) from 2013

Net Assets

Down

$576,363

Down $998 (-0.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin3rd percentile

Revenue

Down

$54,607

Down $26,454 (-33%) from 2013

Expenses

Up

$101,455

Up $41,083 (+68%) from 2013

Net Income

Down

-$46,848

Down $67,537 (-326%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$600K$400K$200K$0Assets 2010: $475,649Net Assets 2010: $475,6492010Assets 2011: $523,513Liabilities 2011: $0Net Assets 2011: $523,5132011Assets 2012: $508,646Liabilities 2012: $0Net Assets 2012: $508,6462012Assets 2013: $577,361Liabilities 2013: $0Net Assets 2013: $577,3612013Assets 2014: $576,363Liabilities 2014: $0Net Assets 2014: $576,3632014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2014

Assets$576,363
Liabilities$0
Net Assets$576,363
Open 2014 Filing

Operations Trend

Revenue Growth9th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2010: $17,991Expenses 2010: $8,520Net Income 2010: $9,4712010Expenses 2011: $5,4112011Expenses 2012: $54,0032012Revenue 2013: $81,061Expenses 2013: $60,372Net Income 2013: $20,6892013Revenue 2014: $54,607Expenses 2014: $101,455Net Income 2014: -$46,8482014Revenue 2015: $92,685Expenses 2015: $651,013Net Income 2015: -$558,3282015

Highlighted filing

2014

Revenue$54,607
Expenses$101,455
Net Income-$46,848
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Feb 2, 2015
Return Version
2013v4.0
Gross Receipts
$177,215
Mission and Program Overview

Mission

The primary purpose of the ymca of beloit endowment fund is to provide funding to support the stateline family ymca who provides programs for the physical development and spiritual development of children and adults in the southern wisconsin and northern illinois areas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$539,226$526,703▼ $12,523
Savings and Temporary Cash Investments$23,485$33,340▲ $9,855
Total Assets$577,361$576,363▼ $998
Other Assets Total$14,650$16,320▲ $1,670
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$544,361$555,138▲ $10,777
Temporarily Rstr Net Assets$33,000$21,225▼ $11,775
Total Net Assets Fund Balance$577,361$576,363▼ $998
Total Liabilities and Net Assets / Fund Balance$577,361$576,363▼ $998

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$562,711$19,625▲ $79,162$95,625$560,043
2013$493,996$70,723▲ $58,364$55,000$562,711
2012$508,863-▲ $39,136$49,000$493,996
2011$462,249$1,250▲ $50,775-$508,863
2010$443,848$6,660▲ $20,261$3,509$462,249
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Shaun FullerPresident
Douglas BrittExec. Director
-Bod
Barbara BuffingtonBod
Bob QuinnBod
Dan BoutelleBod
Joe ChamberlainBod
John KannengeiserBod
Linda PalmerBod
Mary LewisBod
Mike HollandBod
Pam MillerBod
Riley GostishaBod
Robert HendricksonBod
Tom PtacinBod
Ross ThomasSecretary
Casie LachanceTreasurer
Mark RandVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$19,625
Program Service Revenue
$0
Investment Income
$34,982
Other Revenue
$0
All Other Contributions
$19,625
Change in Net Assets
$-46,848

Audited Revenue Reconciliation

Revenue per Audited Statements
$54,607
Revenue Not Reported on Form 990
$45,850
Total Revenue per Audited Statements
$100,457
Total Revenue per Form 990
$54,607
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$95,625
Other Expenses$5,830
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$95,625--$95,625
Fees for Service Investment Mgmnt Fees$5,830--$5,830
Total Functional Expenses$101,455$0$0$101,455

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$101,455
Total Expenses per Audited Statements$101,455
Total Expenses per Form 990$101,455
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
39-0806449-3Financial Assistance$95,625
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
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, Page 6, Part VI, Line 11B

“Form 990 is reviewed by the executive director and certain members of the board of directors prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Each applicable person of the organization receives, reviews and acknowledges the conflict of interest policy and conflict of interest questionnaire. This is done annually and periodically reveiwed.”

Form 990, Page 6, Part VI, Line 19

“PROVIDED UPON REQUEST”

Filing and Contact Details

Filer

EIN
39-1615507
Phone
6083652261

Signing Officer

Name
Douglas Britt
Title
Executive Director
Phone
6083652261
Signed
2015-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas Britt
Legal Domicile
Wi
Voting Board Members
17
Independent Board Members
17
Employees
0

Preparer

Preparer
Gary L Meier
Phone
6083652266
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The primary purpose of the ymca of beloit endowment fund is to provide funding to support the stateline family ymca who provides programs for the physical development and spiritual development of children and adults in the southern wisconsin and northern illinois areas.”

Form 990, Page 2, Part III, Line 4D

“Investment management fees and commissions”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXEC. DIR.
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt05372
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt049000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt05411
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0462249
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01250
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0508863
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt050775
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt05011
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0443848
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt06660
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0462249
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020261
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt03509
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
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IRS990ScheduleD/NetUnrealizedGainsInvstAmt045850
IRS990ScheduleD/RevenueNotReportedAmt045850
IRS990ScheduleD/RevenueSubtotalAmt054607
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.03790
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IRS990ScheduleD/TotalRevenuePerForm990Amt054607
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IRS990ScheduleI/RecipientTable/CashGrantAmt095625
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FINANCIAL ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10STATELINE FAMILY YMCA
IRS990ScheduleI/RecipientTable/RecipientEIN0390806449
IRS990ScheduleI/RecipientTable/USAddress/AddressLine101865 RIVERSIDE DR
IRS990ScheduleI/RecipientTable/USAddress/City0BELOIT
IRS990ScheduleI/RecipientTable/USAddress/State0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode053511
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRIMARY PURPOSE OF THE YMCA OF BELOIT ENDOWMENT FUND IS TO PROVIDE FUNDING TO SUPPORT THE STATELINE FAMILY YMCA WHO PROVIDES PROGRAMS FOR THE PHYSICAL DEVELOPMENT AND SPIRITUAL DEVELOPMENT OF CHILDREN AND ADULTS IN THE SOUTHERN WISCONSIN AND NORTHERN ILLINOIS AREAS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INVESTMENT MANAGEMENT FEES AND COMMISSIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND CERTAIN MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH APPLICABLE PERSON OF THE ORGANIZATION RECEIVES, REVIEWS AND ACKNOWLEDGES THE CONFLICT OF INTEREST POLICY AND CONFLICT OF INTEREST QUESTIONNAIRE. THIS IS DONE ANNUALLY AND PERIODICALLY REVEIWED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROVIDED UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0576363
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IRS990/TotalProgramServiceExpensesAmt0101455
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt054607
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101865 RIVERSIDE DRIVE
IRS990/USAddress/City0BELOIT
IRS990/USAddress/State0WI
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IRS990/VotingMembersIndependentCnt017
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS BRITT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06083652261
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine10YMCA OF BELOIT ENDOWMENT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0YMCA
ReturnHeader/Filer/EIN0391615507
ReturnHeader/Filer/PhoneNum06083652261
ReturnHeader/Filer/USAddress/AddressLine101865 RIVERSIDE DRIVE
ReturnHeader/Filer/USAddress/City0BELOIT
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053511
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391224176
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SIEPERT & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101920 WEST HART ROAD

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
$576,363
Liabilities
$0
Net assets
$576,363
Revenue
$54,607
Expenses
$101,455
Net income
-$46,848
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.93$6.51$5.58
2014Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.55$1.01$0.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.77$0.00$5.77$0.81$0.60$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.09$0.00$5.09$0.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.24$0.00$5.24$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.76$4.76$0.18$0.09$0.09