Civic Intelligence

Mwfy Nmtc Holdings

EIN 47-2529103 • 501(c)3 • Albany, OR

Profile

Mwfy nmtc holdings is operated exclusively to support the mission of mid-willamette family ymca, inc., an oregon nonprofit corporation.

3201 Pacific Blvd SWAlbany, OR 97321

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $15,192,824 (-100%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $15,192,824 (-100%) from 2021

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $7,743,991 (-100%) from 2021

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2015: $18,500,643Liabilities 2015: $8,000,000Net Assets 2015: $10,500,6432015Assets 2016: $17,913,802Liabilities 2016: $8,000,000Net Assets 2016: $9,913,8022016Assets 2017: $17,407,036Liabilities 2017: $8,000,000Net Assets 2017: $9,407,0362017Assets 2018: $16,902,159Liabilities 2018: $8,000,000Net Assets 2018: $8,902,1592018Assets 2019: $16,397,282Liabilities 2019: $8,000,000Net Assets 2019: $8,397,2822019Assets 2020: $15,892,405Liabilities 2020: $8,000,000Net Assets 2020: $7,892,4052020Assets 2021: $15,192,824Liabilities 2021: $0Net Assets 2021: $15,192,8242021Assets 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities-
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2015: $10,677,299Expenses 2015: $176,656Net Income 2015: $10,500,6432015Revenue 2016: $75,000Expenses 2016: $661,841Net Income 2016: -$586,8412016Revenue 2017: $75,000Expenses 2017: $581,766Net Income 2017: -$506,7662017Revenue 2018: $105,500Expenses 2018: $610,377Net Income 2018: -$504,8772018Revenue 2019: $126,000Expenses 2019: $630,877Net Income 2019: -$504,8772019Revenue 2020: $126,000Expenses 2020: $630,877Net Income 2020: -$504,8772020Revenue 2021: $7,743,991Expenses 2021: $443,572Net Income 2021: $7,300,4192021Revenue 2022: $02022

Highlighted filing

2022

Revenue$0
Expenses-
Net Income-
Open 2022 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$0
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$7.74$0.44$7.30
2020Detailed filing. Detailed filing data is available for this year.$15.9$8.00$7.89$0.13$0.63$0.50
2019Detailed filing. Detailed filing data is available for this year.$16.4$8.00$8.40$0.13$0.63$0.50
2018Detailed filing. Detailed filing data is available for this year.$16.9$8.00$8.90$0.11$0.61$0.50
2017Detailed filing. Detailed filing data is available for this year.$17.4$8.00$9.41$0.08$0.58$0.51
2016Detailed filing. Detailed filing data is available for this year.$17.9$8.00$9.91$0.08$0.66$0.59
2015Summary only. Only limited summary data is available for this year.$18.5$8.00$10.5$10.7$0.18$10.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 22, 2023
Return Version
2022v5.0
Mission and Program Overview

Mission

Mwfy nmtc holdings is operated exclusively to support the mission of mid-willamette family ymca, inc., an oregon nonprofit corporation.

Mfwy nmtc holdings was organized to be operated exclusively to support the mission of mid-willamette family ymca, inc.

Program Services

DescriptionGrantsExpenses
SUPPORTING THE MID-WILLAMETTE FAMILY YMCA, INC. THROUGH CONSTRUCTION AND LEASE OF A NEW YMCA FACILITY. MWFY NMTC HOLDINGS WAS INITIALLY FORMED TO FACILITATE A NEW MARKETS TAX CREDIT (NMTC) FOR THE MID-WILLAMETTE FAMILY YMCA, INC. DURING THE YEAR ENDED DECEMBER 31, 2021, THE SEVEN YEAR REQUIRED NMTC TRANSACTION CONCLUDED AND WAS UNWOUND.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTAL DUFOURPresidentPT$0--
JOEL KALBERERSecretary-$0--
JERRY MCINTOSHTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Mwfy Nmtc Holdings
EIN
47-2529103
Phone
5419264488
Address
3201 PACIFIC BLVD SW, ALBANY, OR 97321

Signing Officer

Name
Kristal Dufour
Title
President
Signed
2023-08-22
Discuss with paid preparer
Yes

Preparer

Firm
Bashar & Johnson PC
Address
4905 SW Griffith Drive Suite 100, Beaverton, OR 97005
Preparer
Anwar Bashar CPA
Phone
5036434000
Raw XML Appendix150 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JEFF SMITH
IRS990EZ/BooksInCareOfDetail/PhoneNum05419264488
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03201 PACIFIC BLVD SW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALBANY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097321
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015192824
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt015192824
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015192824
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015192824
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTAL DUFOUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOEL KALBERER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JERRY MCINTOSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-15192824
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MFWY NMTC HOLDINGS WAS ORGANIZED TO BE OPERATED EXCLUSIVELY TO SUPPORT THE MISSION OF MID-WILLAMETTE FAMILY YMCA, INC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORTING THE MID-WILLAMETTE FAMILY YMCA, INC. THROUGH CONSTRUCTION AND LEASE OF A NEW YMCA FACILITY. MWFY NMTC HOLDINGS WAS INITIALLY FORMED TO FACILITATE A NEW MARKETS TAX CREDIT (NMTC) FOR THE MID-WILLAMETTE FAMILY YMCA, INC. DURING THE YEAR ENDED DECEMBER 31, 2021, THE SEVEN YEAR REQUIRED NMTC TRANSACTION CONCLUDED AND WAS UNWOUND.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0930479079
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MID-WILLAMETTE FAMILY YMCA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0false
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0NET ASSETS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02022-01-01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0930479079
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt015192824
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0BOOK VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt03201 PACIFIC BLVD SW
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0ALBANY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0OR
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd097321
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0ON JANUARY 2, 2022 THE BOARD OF DIRECTORS DISSOLVED THE ORGANIZATION AFTER THE REQUIRED SEVEN YEAR NMTC TRANSACTION CONCLUDED (SEE BOARD RESOLUTION ATTACHED). FINAL ACCOUNTING AND ADMINISTRATIVE LEGAL ACTIVITIES TO CLOSE THE ORGANIZATION ENDED ON JANUARY 1, 2022.THIS IS THE ORGANIZATION'S FINAL TAX RETURN.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Sch N, Part III, Additional Information
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTAL DUFOUR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MWFY NMTC HOLDINGS
ReturnHeader/Filer/BusinessNameControlTxt0MWFY
ReturnHeader/Filer/EIN0472529103
ReturnHeader/Filer/PhoneNum05419264488
ReturnHeader/Filer/USAddress/AddressLine1Txt03201 PACIFIC BLVD SW
ReturnHeader/Filer/USAddress/CityNm0ALBANY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097321
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931017343
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bashar & Johnson PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04905 SW Griffith Drive Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Beaverton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097005
ReturnHeader/PreparerPersonGrp/PhoneNum05036434000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANWAR BASHAR CPA
ReturnHeader/ReturnTs02023-08-22T11:57:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTAL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DUFOUR
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.