Civic Intelligence

Golden Isles YMCA Foundation Inc.

990 • Fiscal year 2019 • EIN 58-1985120

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

144 Scranton ConnectorBrunswick, GA 31525

(912) 265-4100

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

79th percentile

23%

Faster asset growth than 79% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

56th percentile

6.9%

Faster revenue growth than 56% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$924,704

Up $174,315 (+23%) from 2018

Net Assets

Up

$924,704

Up $174,315 (+23%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$165,018

Up $10,710 (+6.9%) from 2018

Expenses

Up

$93,751

Up $38,434 (+69%) from 2018

Net Income

Down

$71,267

Down $27,724 (-28%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $345,769Liabilities 2010: $02010Assets 2011: $353,275Liabilities 2011: $02011Assets 2012: $334,235Liabilities 2012: $02012Assets 2013: $419,524Liabilities 2013: $02013Assets 2014: $449,813Liabilities 2014: $0Net Assets 2014: $449,8132014Assets 2015: $485,529Liabilities 2015: $0Net Assets 2015: $485,5292015Assets 2016: $603,440Liabilities 2016: $0Net Assets 2016: $603,4402016Assets 2017: $757,159Liabilities 2017: $0Net Assets 2017: $757,1592017Assets 2018: $750,389Liabilities 2018: $0Net Assets 2018: $750,3892018Assets 2019: $924,704Liabilities 2019: $0Net Assets 2019: $924,7042019Assets 2020: $904,128Liabilities 2020: $0Net Assets 2020: $904,1282020Assets 2021: $1,047,901Liabilities 2021: $0Net Assets 2021: $1,047,9012021Assets 2022: $1,034,847Liabilities 2022: $0Net Assets 2022: $1,034,8472022Assets 2023: $1,058,488Liabilities 2023: $0Net Assets 2023: $1,058,4882023Assets 2024: $1,097,945Liabilities 2024: $0Net Assets 2024: $1,097,9452024

Highlighted filing

2019

Assets$924,704
Liabilities$0
Net Assets$924,704

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: -$3,436Expenses 2010: $15,938Net Income 2010: -$19,3742010Revenue 2011: $5,907Expenses 2011: $5,028Net Income 2011: $8792011Revenue 2012: $19,350Expenses 2012: $67,593Net Income 2012: -$48,2432012Revenue 2013: $90,761Expenses 2013: $30,325Net Income 2013: $60,4362013Revenue 2014: $68,637Expenses 2014: $34,128Net Income 2014: $34,5092014Revenue 2015: $132,392Expenses 2015: $81,348Net Income 2015: $51,0442015Revenue 2016: $174,238Expenses 2016: $58,927Net Income 2016: $115,3112016Revenue 2017: $167,789Expenses 2017: $56,177Net Income 2017: $111,6122017Revenue 2018: $154,308Expenses 2018: $55,317Net Income 2018: $98,9912018Revenue 2019: $165,018Expenses 2019: $93,751Net Income 2019: $71,2672019Revenue 2020: $45,562Expenses 2020: $14,329Net Income 2020: $31,2332020Revenue 2021: $151,904Expenses 2021: $107,995Net Income 2021: $43,9092021Revenue 2022: $182,556Expenses 2022: $88,177Net Income 2022: $94,3792022Revenue 2023: $133,200Expenses 2023: $122,369Net Income 2023: $10,8312023Revenue 2024: $122,113Expenses 2024: $173,133Net Income 2024: -$51,0202024

Highlighted filing

2019

Revenue$165,018
Expenses$93,751
Net Income$71,267
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$377,405
Mission and Program Overview

Mission

Foster, encourage and promote the positive growth and development of the Golden Isles YMCA, a branch of the YMCA of Coastal Georgia Inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$703,751$836,883▲ $133,132
Savings and Temporary Cash Investments$46,638$87,821▲ $41,183
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$750,389$924,704▲ $174,315
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$703,751$864,222▲ $160,471
Net Assets Without Donor Restrictions$46,638$60,482▲ $13,844
Total Net Assets Fund Balance$750,389$924,704▲ $174,315
Total Liabilities and Net Assets / Fund Balance$750,389$924,704▲ $174,315
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kevin LokeyPresident
John HouserVice President
Chip HambyDirector
Coco BujoldDirector
Daren PietschDirector
Elizabeth DanielDirector
Jeff JonesDirector
Karen LawsDirector
Margie HarrisDirector
Mary ArochaDirector
Rev Wright CulpepperDirector
Shirley DouglassDirector
Stephen MorenoDirector
Susan ThorntonDirector
Will McKenzieDirector
Deborah BrownSecretary
Melinda LaagerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$112,872
Program Service Revenue
$0
Investment Income
$52,146
Other Revenue
$0
All Other Contributions
$112,872
Change in Net Assets
$71,267
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$75,000
Other Expenses$18,751
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$75,000--$75,000
Fees for Service Investment Mgmnt Fees$7,452$7,451-$14,903
Other Expenses$1,926--$1,926
Insurance-$958-$958
Fees for Services Accounting-$805-$805
Office Expenses-$159-$159
Total Functional Expenses$84,378$9,373$0$93,751
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
YMCA of Coastal Georgia IncBrunswick, GA-Equip, pool, repairs, & misc$75,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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, Part VI, Line 11B: Form 990 Review Process

Before the return is filed it is distributed to the board of directors for its review and approval.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing documents, policies and financial statements are available at the Organization office for public inspection during normal business hours.

Filing and Contact Details

Filer

Filer Name
Golden Isles Ymca Foundation Inc
EIN
58-1985120
Phone
9122654100
Address
144 SCRANTON CONNECTOR, BRUNSWICK, GA 31525

Signing Officer

Name
Kevin Lokey
Title
Chairman
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Lokey
Legal Domicile
Ga
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
30

Preparer

Firm
Barrs Coiner & Lumpkin LLC
Address
3947 Darien Hwy, Brunswick, GA 31525
Preparer
W James Barrs Jr CPA
Phone
9122670211
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0212387
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Foster, encourage and promote the positive growth and development of the Golden Isles YMCA, a branch of the YMCA of Coastal Georgia Inc.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0750389
IRS990/NetAssetsOrFundBalancesEOYAmt0924704
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt019872
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt019872
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0103048
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt046638
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt060482
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0159
IRS990/OfficeExpensesGrp/TotalAmt0159
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Other Program
IRS990/OtherExpensesGrp/ProgramServicesAmt01926
IRS990/OtherExpensesGrp/TotalAmt01926
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Kevin Lokey
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0106810
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt043356
IRS990/PYInvestmentIncomeAmt047498
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt011961
IRS990/PYRevenuesLessExpensesAmt098991
IRS990/PYTotalExpensesAmt055317
IRS990/PYTotalRevenueAmt0154308
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt071267
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt046638
IRS990/SavingsAndTempCashInvstGrp/EOYAmt087821
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0112872
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0106810
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt093751
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt055316
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0112872
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0106810
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt019121
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt051494
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt051494
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt043770
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt043770
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt043770
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt026413
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt043770
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt043770
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt075000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt075000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt019219
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt043356
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt019633
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt094219
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt075000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt019219
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt062989
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt043770
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.00000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt075000
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt075000
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.12$0.17$0.05
2023Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$0.13$0.12$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.18$0.09$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.15$0.11$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.05$0.01$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.17$0.09$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.15$0.06$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.17$0.06$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$0.17$0.06$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.13$0.08$0.05
2014Summary only. Only limited summary data is available for this year.$0.45$0.00$0.45$0.07$0.03$0.03
2013Summary only. Only limited summary data is available for this year.$0.42$0.00$0.09$0.03$0.06
2012Summary only. Only limited summary data is available for this year.$0.33$0.00$0.02$0.07$0.05
2011Summary only. Only limited summary data is available for this year.$0.35$0.00$0.01$0.01$0.00
2010Summary only. Only limited summary data is available for this year.$0.35$0.00$0.00$0.02$0.02