Civic Intelligence

YMCA of Beloit Endowment Fund Inc

990 • Fiscal year 2015 • EIN 39-1615507

Sep 01, 2014 to Aug 31, 2015 • Filed on Dec 22, 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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

1st percentile

-602%

Higher net margin than 1% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

90th percentile

70%

Faster revenue growth than 90% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $576,363 (-100%) from 2014

Net Assets

Down

$0

Down $576,363 (-100%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin1st percentile

Revenue

Up

$92,685

Up $38,078 (+70%) from 2014

Expenses

Up

$651,013

Up $549,558 (+542%) from 2014

Net Income

Down

-$558,328

Down $511,480 (-1092%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2015

Assets$0
Liabilities$0
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue Growth90th 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

2015

Revenue$92,685
Expenses$651,013
Net Income-$558,328
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Dec 22, 2015
Return Version
2014v6.0
Gross Receipts
$92,685
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$526,703--
Savings and Temporary Cash Investments$33,340--
Total Assets$576,363$0▼ $576,363
Other Assets Total$16,320--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$555,138--
Temporarily Rstr Net Assets$21,225--
Total Net Assets Fund Balance$576,363$0▼ $576,363
Total Liabilities and Net Assets / Fund Balance$576,363$0▼ $576,363

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
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Mark RandPresident
Douglas BrittExec. Director
-Bod
Dan BoutelleBod
Jeff KillamBod
Joe ChamberlainBod
John KannengeiserBod
Linda PalmerBod
Mike HollandBod
Robert HendricksonBod
Ross ThomasBod
Tom PtacinBod
Lisa GroverMember at La
Casie LachanceSecretary
Pam MillerTreasurer
Steve SmithVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$82,601
Program Service Revenue
$0
Investment Income
$10,084
Other Revenue
$0
All Other Contributions
$82,601
Change in Net Assets
$-558,328

Audited Revenue Reconciliation

Revenue per Audited Statements
$92,685
Revenue Not Reported on Form 990
$-18,035
Total Revenue per Audited Statements
$74,650
Total Revenue per Form 990
$92,685
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$644,616
Other Expenses$6,397
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$644,616--$644,616
Fees for Service Investment Mgmnt Fees$6,397--$6,397
Total Functional Expenses$651,013$0$0$651,013

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$651,013
Total Expenses per Audited Statements$651,013
Total Expenses per Form 990$651,013
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Stateline Family YmcaBeloit, WI3Financial Assistance$644,616
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

Filer Name
Ymca of Beloit Endowment Fund Inc
EIN
39-1615507
Phone
6083652261
Address
1865 RIVERSIDE DRIVE, BELOIT, WI 53511

Signing Officer

Name
Douglas Britt
Title
Executive Director
Phone
6083652261
Signed
2015-12-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas Britt
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
550

Preparer

Firm
Siepert & Co Llp
Address
1920 WEST HART ROAD, BELOIT, WI 53511
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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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0562711
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt019625
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0560043
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt079162
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt095625
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt05372
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0493996
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt070723
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0562711
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt058364
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt055000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt05003
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0508863
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0493996
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt039136
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt049000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt05411
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0462249
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01250
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0508863
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt050775
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0651013
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-18035
IRS990ScheduleD/RevenueNotReportedAmt0-18035
IRS990ScheduleD/RevenueSubtotalAmt092685
IRS990ScheduleD/TotalExpensesPerForm990Amt0651013
IRS990ScheduleD/TotalRevenuePerForm990Amt092685
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt074650
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0651013
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0644616
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FINANCIAL ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0STATELINE FAMILY YMCA
IRS990ScheduleI/RecipientTable/RecipientEIN0390806449
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01865 RIVERSIDE DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BELOIT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053511
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH AND INVESTMENTS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02015-07-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0390806449
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0534616
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0STATELINE FAMILY YMCA OF BELOIT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt01865 RIVERSIDE DRIVE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0BELOIT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0WI
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd053511
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt021225
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0true
IRS990/TotalAssetsBOYAmt0576363
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0576363
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt082601
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0651013
IRS990/TotalFunctionalExpensesGrp/TotalAmt0651013
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0576363
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherProgSrvcExpenseAmt06397
IRS990/TotalProgramServiceExpensesAmt0651013
IRS990/TotalRevenueGrp/ExclusionAmt010084
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt092685
IRS990/TotalVolunteersCnt0550
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0576363
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0555138
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01865 RIVERSIDE DRIVE
IRS990/USAddress/CityNm0BELOIT
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053511
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS BRITT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06083652261
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-22

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$92,685
Expenses
$651,013
Net income
-$558,328
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.93$6.51$5.58
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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