Civic Intelligence

Montgomery YMCA Endowment Foundation

990 • Fiscal year 2021 • EIN 51-0194498

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 15, 2022

Organization Profile
PO Box 2336Montgomery, AL 36102

(334) 229-0005

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

20th percentile

0.03x

Higher debt load relative to revenue than 20% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

34th percentile

4.5%

Higher net margin than 34% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

91st percentile

$352,269

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 111.9% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

43rd percentile

6.8%

Faster asset growth than 43% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

76%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$5,743,836

Up $367,011 (+6.8%) from 2020

Net Assets

Up

$5,734,542

Up $357,717 (+6.7%) from 2020

Liabilities

Up

$9,294

Up $9,294 from 2020

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin34th percentile

Revenue

Up

$314,919

Up $135,860 (+76%) from 2020

Expenses

Up

$300,829

Up $18,365 (+6.5%) from 2020

Net Income

Up

$14,090

Up $117,495 (+114%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,874,844Liabilities 2010: $1,168Net Assets 2010: $3,873,6762010Assets 2011: $4,019,528Liabilities 2011: $183,802Net Assets 2011: $3,835,7262011Assets 2012: $4,490,398Liabilities 2012: $258,000Net Assets 2012: $4,232,3982012Assets 2013: $4,548,537Liabilities 2013: $100,000Net Assets 2013: $4,448,5372013Assets 2014: $4,595,358Liabilities 2014: $173,204Net Assets 2014: $4,422,1542014Assets 2015: $4,224,468Liabilities 2015: $84,796Net Assets 2015: $4,139,6722015Assets 2016: $4,087,770Liabilities 2016: $3,011Net Assets 2016: $4,084,7592016Assets 2017: $4,255,191Liabilities 2017: $0Net Assets 2017: $4,255,1912017Assets 2018: $3,785,627Liabilities 2018: $1,834Net Assets 2018: $3,783,7932018Assets 2019: $4,136,373Liabilities 2019: $247Net Assets 2019: $4,136,1262019Assets 2020: $5,376,825Liabilities 2020: $0Net Assets 2020: $5,376,8252020Assets 2021: $5,743,836Liabilities 2021: $9,294Net Assets 2021: $5,734,5422021Assets 2022: $4,869,256Liabilities 2022: $1,395Net Assets 2022: $4,867,8612022Assets 2023: $5,347,929Liabilities 2023: $10,064Net Assets 2023: $5,337,8652023Assets 2024: $5,625,682Liabilities 2024: $7,263Net Assets 2024: $5,618,4192024

Highlighted filing

2021

Assets$5,743,836
Liabilities$9,294
Net Assets$5,734,542
Open 2021 Filing

Operations Trend

Revenue Growth85th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $167,7232010Expenses 2011: $169,4462011Expenses 2012: $281,2062012Expenses 2013: $285,1932013Revenue 2014: $259,642Expenses 2014: $286,025Net Income 2014: -$26,3832014Revenue 2015: $264,675Expenses 2015: $284,030Net Income 2015: -$19,3552015Revenue 2016: $181,014Expenses 2016: $283,450Net Income 2016: -$102,4362016Revenue 2017: $301,790Expenses 2017: $284,802Net Income 2017: $16,9882017Revenue 2018: $613,870Expenses 2018: $282,905Net Income 2018: $330,9652018Revenue 2019: $174,047Expenses 2019: $288,067Net Income 2019: -$114,0202019Revenue 2020: $179,059Expenses 2020: $282,464Net Income 2020: -$103,4052020Revenue 2021: $314,919Expenses 2021: $300,829Net Income 2021: $14,0902021Revenue 2022: $119,921Expenses 2022: $283,248Net Income 2022: -$163,3272022Revenue 2023: $312,277Expenses 2023: $301,527Net Income 2023: $10,7502023Revenue 2024: $464,101Expenses 2024: $308,790Net Income 2024: $155,3112024

Highlighted filing

2021

Revenue$314,919
Expenses$300,829
Net Income$14,090
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 15, 2022
Return Version
2021v4.0
Gross Receipts
$314,919
Mission and Program Overview

Mission

The foundation was formed to hold and manage endowment contributions for the young men's christian association of montgomery, alabama. The montgomery ymca is an alabama corporation exempt from federal taxation. The montgomery ymca strives to develop christian values and improve the quality of life in the montgomery area by involving individuals and families in programs that develop spirit, mind, and body. The montgomery ymca's activities include services to build character, make a difference and change lives by encouraging healthy lifestyles, disease prevention, building self-esteem, developing a sense of belonging and community pride, youth sports, aquatics programs, swim lessons, afterschool programs, teen leadership, adult sports and senior health programs. The montgomery ymca serves people of all ages, religions, race and economic backgrounds in the alabama counties of montgomery, elmore, macon, pike, and butler.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,433,773$5,012,416▲ $578,643
Other Notes and Loans Receivable, Net$441,579$262,329▼ $179,250
Cash and Non-Interest-Bearing Accounts$51,911$63,893▲ $11,982
Accounts Receivable$15,000--
Total Assets$5,376,825$5,743,836▲ $367,011
Other Assets Total$434,562$405,198▼ $29,364
Liabilities
Accounts Payable and Accrued Expenses-$9,294-
Total Liabilities$0$9,294▲ $9,294
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,302,265$5,659,982▲ $357,717
Net Assets With Donor Restrictions$74,560$74,560→ $0
Total Net Assets Fund Balance$5,376,825$5,734,542▲ $357,717
Total Liabilities and Net Assets / Fund Balance$5,376,825$5,743,836▲ $367,011

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$3,279--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleOtherTotal
Gary a CobbsSecretary/ce$352,269$352,269
Mary Beth HigginsCFO$139,131$139,131

Board Members and Trustees

NameTitle
Will SellersPresident
Arthur BrittonTrustee
Delbert MadisonTrustee
James AndersonTrustee
Jimmy LowderTrustee
Junie PierceTrustee
Knox KershawTrustee
Laura CrumTrustee
Todd StrangeTrustee
Gary a CobbsSecretary/CEO
Jimmy WalterTreasurer
Sim SippialVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$8,288
Program Service Revenue
$0
Investment Income
$306,631
Other Revenue
$0
All Other Contributions
$8,288
Change in Net Assets
$14,090
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$258,000
Other Expenses$42,829
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$258,000--$258,000
Fees for Service Investment Mgmnt Fees$14,764--$14,764
Other Expenses$14,378--$14,378
Insurance$10,066--$10,066
Fees for Services Accounting-$3,000-$3,000
Fees for Services Other-$621-$621
Total Functional Expenses$297,208$3,621$0$300,829
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
YmcaMontgomery, AL-Program Support$258,000
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
Yes
Audit committee
Yes
Backup withholding compliance
No
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
No
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 cfo and the finance committee. The return is then approved by the executive committee and the board of directors prior to submission to the irs.”

Form 990, Page 6, Part VI, Line 19

“Documents made available by request.”

Filing and Contact Details

Filer

Filer Name
Ymca Endowment Foundation
EIN
51-0194498
Phone
3342290005
Address
PO BOX 2336, MONTGOMERY, AL 36102

Signing Officer

Name
Mary Beth Higgins
Title
CFO
Phone
3342290005
Signed
2022-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary a Cobbs
Formed
1975
Legal Domicile
Al
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
11

Preparer

Firm
Aldridge Borden & Company Pc
Address
74 COMMERCE STREET, MONTGOMERY, AL 36104
Preparer
Scott E Grier CPA
Phone
3348346640
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The foundation was formed to hold and manage endowment contributions for the young men's christian association of montgomery, alabama. The montgomery ymca is an alabama corporation exempt from federal taxation. The montgomery ymca strives to develop christian values and improve the quality of life in the montgomery area by involving individuals and families in programs that develop spirit, mind, and body. The montgomery ymca's activities include services to build character, make a difference and change lives by encouraging healthy lifestyles, disease prevention, building self-esteem, developing a sense of belonging and community pride, youth sports, aquatics programs, swim lessons, afterschool programs, teen leadership, adult sports and senior health programs. The montgomery ymca serves people of all ages, religions, race and economic backgrounds in the alabama counties of montgomery, elmore, macon, pike, and butler.”

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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt13279
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ACCRUED INTEREST RECEIVABLES - YMCA
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0405198
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IRS990ScheduleI/RecipientTable/CashGrantAmt0258000
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IRS990ScheduleI/RecipientTable/RecipientEIN0630288885
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SECRETARY/CEO
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION WAS FORMED TO HOLD AND MANAGE ENDOWMENT CONTRIBUTIONS FOR THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF MONTGOMERY, ALABAMA. THE MONTGOMERY YMCA IS AN ALABAMA CORPORATION EXEMPT FROM FEDERAL TAXATION. THE MONTGOMERY YMCA STRIVES TO DEVELOP CHRISTIAN VALUES AND IMPROVE THE QUALITY OF LIFE IN THE MONTGOMERY AREA BY INVOLVING INDIVIDUALS AND FAMILIES IN PROGRAMS THAT DEVELOP SPIRIT, MIND, AND BODY. THE MONTGOMERY YMCA'S ACTIVITIES INCLUDE SERVICES TO BUILD CHARACTER, MAKE A DIFFERENCE AND CHANGE LIVES BY ENCOURAGING HEALTHY LIFESTYLES, DISEASE PREVENTION, BUILDING SELF-ESTEEM, DEVELOPING A SENSE OF BELONGING AND COMMUNITY PRIDE, YOUTH SPORTS, AQUATICS PROGRAMS, SWIM LESSONS, AFTERSCHOOL PROGRAMS, TEEN LEADERSHIP, ADULT SPORTS AND SENIOR HEALTH PROGRAMS. THE MONTGOMERY YMCA SERVES PEOPLE OF ALL AGES, RELIGIONS, RACE AND ECONOMIC BACKGROUNDS IN THE ALABAMA COUNTIES OF MONTGOMERY, ELMORE, MACON, PIKE, AND BUTLER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE CFO AND THE FINANCE COMMITTEE. THE RETURN IS THEN APPROVED BY THE EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS PRIOR TO SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS MADE AVAILABLE BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MARY BETH HIGGINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt074 COMMERCE STREET
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,743,836
Liabilities
$9,294
Net assets
$5,734,542
Revenue
$314,919
Expenses
$300,829
Net income
$14,090
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.63$0.01$5.62$0.46$0.31$0.16
2023Summary only. Only limited summary data is available for this year.$5.35$0.01$5.34$0.31$0.30$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.87$0.00$4.87$0.12$0.28$0.16
2021Detailed filing. Detailed filing data is available for this year.$5.74$0.01$5.73$0.31$0.30$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.38$0.00$5.38$0.18$0.28$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.14$0.00$4.14$0.17$0.29$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.79$0.00$3.78$0.61$0.28$0.33
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.26$0.00$4.26$0.30$0.28$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.09$0.00$4.08$0.18$0.28$0.10
2015Summary only. Only limited summary data is available for this year.$4.22$0.08$4.14$0.26$0.28$0.02
2014Detailed filing. Detailed filing data is available for this year.$4.60$0.17$4.42$0.26$0.29$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.55$0.10$4.45$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.49$0.26$4.23$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.02$0.18$3.84$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.87$0.00$3.87$0.17