Civic Intelligence

Young Mens Christian Association of Shawnee Oklahoma Inc.

990 • Fiscal year 2015 • EIN 73-0602462

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 22, 2016

700 W SaratogaShawnee, OK 74804

(405) 273-4386

Siviq Scores

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

Liabilities / Assets

28th percentile

0.04x

Higher debt load relative to assets than 28% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

54th percentile

0.22x

Higher debt load relative to revenue than 54% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

9th percentile

-29%

Higher net margin than 9% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

22nd percentile

$39,894

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

18th percentile

-5.8%

Faster asset growth than 18% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

32nd percentile

-2.5%

Faster revenue growth than 32% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Down

$7,087,240

Down $433,422 (-5.8%) from 2014

Net Assets

Down

$6,792,893

Down $473,934 (-6.5%) from 2014

Liabilities

Up

$294,347

Up $40,512 (+16%) from 2014

Revenue

Down

$1,337,087

Down $33,618 (-2.5%) from 2014

Expenses

Down

$1,731,338

Down $95,193 (-5.2%) from 2014

Net Income

Up

-$394,251

Up $61,575 (+14%) from 2014

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $8,702,665Liabilities 2010: $233,461Net Assets 2010: $8,469,2042010Assets 2011: $8,379,793Liabilities 2011: $248,955Net Assets 2011: $8,130,8382011Assets 2012: $8,059,677Liabilities 2012: $221,640Net Assets 2012: $7,838,0372012Assets 2013: $8,023,005Liabilities 2013: $299,689Net Assets 2013: $7,723,3162013Assets 2014: $7,520,662Liabilities 2014: $253,835Net Assets 2014: $7,266,8272014Assets 2015: $7,087,240Liabilities 2015: $294,347Net Assets 2015: $6,792,8932015Assets 2016: $7,417,182Liabilities 2016: $48,539Net Assets 2016: $7,368,6432016Assets 2017: $7,397,887Liabilities 2017: $175,727Net Assets 2017: $7,222,1602017Assets 2018: $7,018,314Liabilities 2018: $162,010Net Assets 2018: $6,856,3042018Assets 2019: $6,655,306Liabilities 2019: $118,521Net Assets 2019: $6,536,7852019Assets 2020: $6,428,114Liabilities 2020: $173,968Net Assets 2020: $6,254,1462020Assets 2021: $6,274,360Liabilities 2021: $149,731Net Assets 2021: $6,124,6292021Assets 2022: $6,061,749Liabilities 2022: $114,501Net Assets 2022: $5,947,2482022Assets 2023: $9,111,389Liabilities 2023: $3,334,589Net Assets 2023: $5,776,8002023Assets 2024: $6,011,807Liabilities 2024: $232,810Net Assets 2024: $5,778,9972024

Highlighted filing

2015

Assets$7,087,240
Liabilities$294,347
Net Assets$6,792,893

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,520,7252010Expenses 2011: $1,667,9582011Expenses 2012: $1,637,3162012Revenue 2013: $1,533,659Expenses 2013: $1,653,202Net Income 2013: -$119,5432013Revenue 2014: $1,370,705Expenses 2014: $1,826,531Net Income 2014: -$455,8262014Revenue 2015: $1,337,087Expenses 2015: $1,731,338Net Income 2015: -$394,2512015Revenue 2016: $1,317,859Expenses 2016: $1,576,147Net Income 2016: -$258,2882016Revenue 2017: $1,396,426Expenses 2017: $1,547,967Net Income 2017: -$151,5412017Revenue 2018: $1,327,554Expenses 2018: $1,688,679Net Income 2018: -$361,1252018Revenue 2019: $1,371,308Expenses 2019: $1,697,908Net Income 2019: -$326,6002019Revenue 2020: $1,223,758Expenses 2020: $1,511,157Net Income 2020: -$287,3992020Revenue 2021: $1,547,036Expenses 2021: $1,681,750Net Income 2021: -$134,7142021Revenue 2022: $1,574,101Expenses 2022: $1,752,282Net Income 2022: -$178,1812022Revenue 2023: $1,254,704Expenses 2023: $1,579,137Net Income 2023: -$324,4332023Revenue 2024: $1,693,707Expenses 2024: $2,037,037Net Income 2024: -$343,3302024

Highlighted filing

2015

Revenue$1,337,087
Expenses$1,731,338
Net Income-$394,251
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 22, 2016
Return Version
2015v2.1
Gross Receipts
$1,512,091
Mission and Program Overview

Mission

To put christian principles into practice through programs that build healthy spirit, mind and body for all.

To build strong kids, strong families, and strong communities by putting christian principles into practice through programs that promote healthy lifestyles, strong values, leadership development, community interaction, and international understanding.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,157,751$6,885,986▼ $271,765
Savings and Temporary Cash Investments$267,648$98,034▼ $169,614
Cash and Non-Interest-Bearing Accounts$26,335$10,906▼ $15,429
Pledges and Grants Receivable$11,075$10,600▼ $475
Accounts Receivable$422$779▲ $357
Total Assets$7,520,662$7,087,240▼ $433,422
Other Assets Total$57,431$80,935▲ $23,504
Liabilities
Mortgage Notes Payable Secured by Investment Property$184,334$240,037▲ $55,703
Accounts Payable and Accrued Expenses$45,953$32,276▼ $13,677
Deferred Revenue$23,548$22,034▼ $1,514
Total Liabilities$253,835$294,347▲ $40,512
Net Assets / Fund Balance
Unrestricted Net Assets$6,984,842$6,706,805▼ $278,037
Temporarily Rstr Net Assets$281,985$86,088▼ $195,897
Total Net Assets Fund Balance$7,266,827$6,792,893▼ $473,934
Total Liabilities and Net Assets / Fund Balance$7,520,662$7,087,240▼ $433,422

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,757,082$4,181,031$10,938,113
Equipment$101,690$91,419$193,109
Other Land Buildings$27,214$125,803$153,017

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$57,431-▼ $851$2,799$53,214
2014$57,040-▲ $3,405$2,437$57,431
2013$41,663$10,100▲ $7,831$2,096$57,040
2012$39,378-▲ $4,962$2,262$41,663
2011$58,122-▲ $227$18,514$39,378
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tara AndrewsHr Manager/fFT$31,154$8,740$39,894

Board Members and Trustees

NameTitle
Joshua RogersPresident
April StobbeDirector
Colby CarpenterDirector
Holli AnthonyDirector
Kevin KaliesDirector
Kim WiensDirector
Kyle RosebureDirector
Lanier ParkerDirector
Michael WattersDirector
Patti HillhouseDirector
Paul AlexanderDirector
Robert ChinDirector
Tracy DillinerDirector
Joe E Paslay JrInterm CEO
David HenryPast Preside
Karrie DavisSecretary
Randy WatersTreasurer
Josh TrimbleVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$138,351
Program Service Revenue
$1,093,184
Investment Income
$64,611
Other Revenue
$40,941
All Other Contributions
$26,352
Change in Net Assets
$-394,251

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,337,087
Revenue Not Reported on Form 990
$2,834
Total Revenue per Audited Statements
$1,339,921
Total Revenue per Form 990
$1,337,087
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,154,925
Salaries, Compensation, and Employee Benefits$576,413
Total Fundraising Expense$2,179
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$452,283$8,026$130$460,439
Depreciation Depletion$301,248$33,472-$334,720
Fees for Services Other$7,284$242,082-$249,366
Occupancy$194,797$22,299-$217,096
Fees for Services Legal$119,126--$119,126
Insurance$43,836$4,871-$48,707
Current Officers, Directors, Trustees, and Key Employees$38,518$1,365$14$39,897
Payroll Taxes$36,941$656$11$37,608
Other Employee Benefits$25,229$1,914$71$27,214
Payments to Affiliates-$24,359-$24,359
Fees for Services Accounting$15,704--$15,704
Interest$11,058$1,229-$12,287
Pension Plan Contributions$10,376$856$23$11,255
Travel$7,421$1,115-$8,536
Other Expenses$4,041$3,808$1,844$3,808
All Other Expenses$1,112$2,368-$3,480
Advertising$2,692--$2,692
Conferences and Meetings$2,033$512-$2,545
Office Expenses$1,378$258$86$1,722
Fees for Service Investment Mgmnt Fees$566--$566
Total Functional Expenses$1,368,478$360,681$2,179$1,731,338

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,743,855
Expenses per Audited Statements$1,731,338
Total Expenses per Form 990$1,731,338
Expenses Not Reported on Form 990$12,517
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,355
Fundraising Direct Expenses$65
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
Yes
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
Yes
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

A copy of the form 990 is given to the chief executive officer (ceo) and a representative of the ymca's financial committee for review.

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

Each director, officer, and member of a committee with board-delegated powers is required to annually sign a statement affirming that they have received a copy of the conflict of interest policy, have read and understood the policy and have agreed to comply with the policy.

Form 990, Page 6, Part VI, Line 15A

The compensation for the ymca's ceo is established by the finance committee utilizing the annual review of the ceo's job performance, and obtaining comparability data for salaries of ceos in the surrounding area in charge of ymcas of a comparable size. The ymca's ceo salary is paid by the cleveland county family ymca as part of the ymca-shawnee's management contract with that organization.

Form 990, Page 6, Part VI, Line 19

The ymca's governing documents, conflict of interest policy and financial statements are maintained at the ymca's administrative office.

Form 990, Part VII

The organization has a management contract with cleveland county family young men's christian association, inc. In norman, ok. As part of this contract, the president/ceo of the cleveland county ymca also performs the duties of ceo for this organization (ymca of shawnee, ok). All salary is reported by the cleveland county ymca.

Filing and Contact Details

Filer

Filer Name
YOUNG MEN'S CHRISTIAN ASSOC
EIN
73-0602462
Phone
4052734386
Address
700 W SARATOGA, SHAWNEE, OK 74804
Doing Business As
Troy & Dollie Smith Family Ymca

Signing Officer

Name
Joshua Rogers
Title
President
Phone
4052734386
Signed
2016-06-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe E Paslay Jr
Formed
1951
Legal Domicile
Ok
Voting Board Members
17
Independent Board Members
17
Employees
119
Volunteers
250

Preparer

Firm
Gray Blodgett & Company Pllc
Address
629 24TH AVE SW, NORMAN, OK 73069-3912
Preparer
C Janese Shepard
Phone
4053605533
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To build strong kids, strong families, and strong communities by putting christian principles into practice through programs that promote healthy lifestyles, strong values, leadership development, community interaction, and international understanding.

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

With education and employment programs, along with comprehensive support services and life skills training. The ymca provides high quality child day care by providing comprehensive activities for preschool ages 2-5 years, and school age children 6-14 years, drawing on diverse members of the community. We provide both full and part-time options to serve a wide range of family scheduling needs. Our program is ranked with the oklahoma department of human services as a 2-star program providing high quality care to all regardless of ability to pay for child care services. As a 2-star licensed program, we provide a variety of activities that emphasize parent education and help parents learn more about how to raise healthy, happy children who develop self- esteem and moral and ethical values.

Form 990, Part IX, Line 11G

7,284 242,082 0

Form 990, Part XI, Line 9

Returned grant fund -70,000 total -70,000 prior period adjustment to net assets - returned grant funds

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

To build an endowment for the present and future benefit of the ymca of shawnee.

Schedule D, Page 4, Part XI, Line 2D

Cost of snack shop & merchandise sales 12,452 special event expenses 65

Schedule D, Page 4, Part XII, Line 2D

Cost of snack shop & merchandise sales 12,452 special event expenses 65

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IRS990/Form990PartVIISectionAGrp/PersonNm17TARA ANDREWS
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17HR MANAGER/F
IRS990/Form990PartVIISectionAGrp/TitleTxt18INTERM CEO
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IRS990/InsuranceGrp/ProgramServicesAmt043836
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IRS990/IRPDocumentCnt014
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt06885986
IRS990/LandBldgEquipCostOrOtherBssAmt011284239
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IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0162487
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
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IRS990/MissionDesc0TO BUILD STRONG KIDS, STRONG FAMILIES, AND STRONG COMMUNITIES BY PUTTING CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT PROMOTE HEALTHY LIFESTYLES, STRONG VALUES, LEADERSHIP DEVELOPMENT, COMMUNITY INTERACTION, AND INTERNATIONAL UNDERSTANDING.
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0240037
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IRS990/NetAssetsOrFundBalancesEOYAmt06792893
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt055442
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt08290
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt08290
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt020859
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt020859
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt08656
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt08656
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IRS990/OccupancyGrp/ProgramServicesAmt0194797
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0258
IRS990/OfficeExpensesGrp/ProgramServicesAmt01378
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IRS990/OperateHospitalInd0false
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01914
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IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3DUES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1576
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24283
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0656
IRS990/PayrollTaxesGrp/ProgramServicesAmt036941
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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0856
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt010376
IRS990/PensionPlanContributionsGrp/TotalAmt011255
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOE E PASLAY JR
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IRS990/ProgramServiceRevenueGrp/BusinessCd0813410
IRS990/ProgramServiceRevenueGrp/BusinessCd1813410
IRS990/ProgramServiceRevenueGrp/Desc0YOUTH DEVELOPMENT PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1HEALTH AND WELL-BEING
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1311104
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1311104
IRS990/ProgSrvcAccomActy2Grp/Desc0HEALTH AND WELL-BEING: HELPING PEOPLE OF ALL AGES AND ABILITIES DEVELOP HEALTH IN SPIRIT, MIND, AND BODY IS THE CORE OF OUR YMCA. OUR PROGRAMS ARE DESIGNED TO HELP PEOPLE CREATE REALISTIC GOALS FOR SELF-IMPROVEMENT AND EMPHASIZE DISEASE PREVENTION THROUGH REGULAR EXERCISE, PROPER NUTRITION, STRESS MANAGEMENT, AND HEALTH EDUCATION. OUR SERVICES ARE OFFERED AT AFFORDABLE FEES FOR THE COMMUNITY AT LARGE, WITH REASONABLE ACCOMODATIONS FOR THOSE WITH SPECIAL NEEDS, AND WITH FINANCIAL ASSISTANCE AVAILABLE FOR THOSE WHO NEED IT.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0333711
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IRS990/PYContributionsGrantsAmt0134423
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03603
IRS990/PYOtherExpensesAmt01122808
IRS990/PYOtherRevenueAmt055088
IRS990/PYProgramServiceRevenueAmt01177591
IRS990/PYRevenuesLessExpensesAmt0-455826
IRS990/PYSalariesCompEmpBnftPaidAmt0703723
IRS990/PYTotalExpensesAmt01826531
IRS990/PYTotalRevenueAmt01370705
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-394251
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt08656
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0838910
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0267648
IRS990/SavingsAndTempCashInvstGrp/EOYAmt098034
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME 38,078
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.01$0.23$5.78$1.69$2.04$0.34
2023Detailed filing. Detailed filing data is available for this year.$9.11$3.33$5.78$1.25$1.58$0.32
2022Detailed filing. Detailed filing data is available for this year.$6.06$0.11$5.95$1.57$1.75$0.18
2021Detailed filing. Detailed filing data is available for this year.$6.27$0.15$6.12$1.55$1.68$0.13
2020Detailed filing. Detailed filing data is available for this year.$6.43$0.17$6.25$1.22$1.51$0.29
2019Detailed filing. Detailed filing data is available for this year.$6.66$0.12$6.54$1.37$1.70$0.33
2018Detailed filing. Detailed filing data is available for this year.$7.02$0.16$6.86$1.33$1.69$0.36
2017Detailed filing. Detailed filing data is available for this year.$7.40$0.18$7.22$1.40$1.55$0.15
2016Detailed filing. Detailed filing data is available for this year.$7.42$0.05$7.37$1.32$1.58$0.26
2015Detailed filing. Detailed filing data is available for this year.$7.09$0.29$6.79$1.34$1.73$0.39
2014Detailed filing. Detailed filing data is available for this year.$7.52$0.25$7.27$1.37$1.83$0.46
2013Detailed filing. Detailed filing data is available for this year.$8.02$0.30$7.72$1.53$1.65$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.06$0.22$7.84$1.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.38$0.25$8.13$1.67
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.70$0.23$8.47$1.52