Civic Intelligence

YMCA of Metropolitan Fort Worth Endowment Inc.

990 • Fiscal year 2015 • EIN 75-2849033

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 08, 2016

Organization ProfileWWW.YMCAFW.COM
512 Lamar Street Suite 400Fort Worth, TX 76102

(817) 335-9622

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

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

Liabilities / Revenue

6th percentile

0.00x

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

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

Net Margin

80th percentile

21%

Higher net margin than 80% of similar nonprofits.

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

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

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

Asset Growth

23rd percentile

-4.1%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

30th percentile

-3.4%

Faster revenue growth than 30% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$7,742,695

Down $332,599 (-4.1%) from 2014

Net Assets

Down

$7,742,695

Down $214,749 (-2.7%) from 2014

Liabilities

Down

$0

Down $117,850 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin80th percentile

Revenue

Down

$973,591

Down $34,500 (-3.4%) from 2014

Expenses

Down

$767,490

Down $27,968 (-3.5%) from 2014

Net Income

Down

$206,101

Down $6,532 (-3.1%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $6,326,352Liabilities 2010: $54,750Net Assets 2010: $6,271,6022010Assets 2011: $7,024,578Liabilities 2011: $0Net Assets 2011: $7,024,5782011Assets 2012: $7,188,604Liabilities 2012: $0Net Assets 2012: $7,188,6042012Assets 2013: $7,551,765Liabilities 2013: $135,697Net Assets 2013: $7,416,0682013Assets 2014: $8,075,294Liabilities 2014: $117,850Net Assets 2014: $7,957,4442014Assets 2015: $7,742,695Liabilities 2015: $0Net Assets 2015: $7,742,6952015Assets 2016: $7,992,672Liabilities 2016: $0Net Assets 2016: $7,992,6722016Assets 2017: $9,736,638Liabilities 2017: $147,773Net Assets 2017: $9,588,8652017Assets 2018: $8,917,926Liabilities 2018: $0Net Assets 2018: $8,917,9262018Assets 2019: $10,690,192Liabilities 2019: $14,894Net Assets 2019: $10,675,2982019Assets 2020: $12,718,032Liabilities 2020: $0Net Assets 2020: $12,718,0322020Assets 2021: $17,435,514Liabilities 2021: $0Net Assets 2021: $17,435,5142021Assets 2022: $15,415,255Liabilities 2022: $13,591Net Assets 2022: $15,401,6642022Assets 2023: $14,337,187Liabilities 2023: $19,776Net Assets 2023: $14,317,4112023Assets 2024: $14,358,345Liabilities 2024: $0Net Assets 2024: $14,358,3452024

Highlighted filing

2015

Assets$7,742,695
Liabilities$0
Net Assets$7,742,695
Open 2015 Filing

Operations Trend

Revenue Growth30th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $931,6212010Expenses 2011: $941,6332011Revenue 2012: $1,360,098Expenses 2012: $1,372,905Net Income 2012: -$12,8072012Revenue 2013: $1,049,690Expenses 2013: $2,295,503Net Income 2013: -$1,245,8132013Revenue 2014: $1,008,091Expenses 2014: $795,458Net Income 2014: $212,6332014Revenue 2015: $973,591Expenses 2015: $767,490Net Income 2015: $206,1012015Revenue 2016: $552,388Expenses 2016: $902,706Net Income 2016: -$350,3182016Revenue 2017: $848,295Expenses 2017: $620,101Net Income 2017: $228,1942017Revenue 2018: $1,337,816Expenses 2018: $560,235Net Income 2018: $777,5812018Revenue 2019: $450,056Expenses 2019: $860,671Net Income 2019: -$410,6152019Revenue 2020: $564,873Expenses 2020: $442,320Net Income 2020: $122,5532020Revenue 2021: $3,851,352Expenses 2021: $11,000Net Income 2021: $3,840,3522021Revenue 2022: $1,900,111Expenses 2022: $13,126Net Income 2022: $1,886,9852022Revenue 2023: $457,557Expenses 2023: $2,735,363Net Income 2023: -$2,277,8062023Revenue 2024: $385,411Expenses 2024: $2,062,449Net Income 2024: -$1,677,0382024

Highlighted filing

2015

Revenue$973,591
Expenses$767,490
Net Income$206,101
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 8, 2016
Return Version
2015v2.1
Gross Receipts
$2,010,579
Mission and Program Overview

Mission

The organization was established to hold and manage assets to be used for the support of the ymca of metropolitan fort worth, subject to the restrictions and obligations associated with them.

The organization was established to hold and manage assets to be used for the support of the ymca of metropolitan fort wort, subject to the restrictions and obligations associated with them.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,900,961$6,603,797▼ $297,164
Investments Other Securities$108,559$116,138▲ $7,579
Cash and Non-Interest-Bearing Accounts$4,708$16,616▲ $11,908
Accounts Receivable-$14,549-
Pledges and Grants Receivable$5,000$4,000▼ $1,000
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$8,075,294$7,742,695▼ $332,599
Other Assets Total$1,056,066$987,595▼ $68,471
Liabilities
Accounts Payable and Accrued Expenses$117,850--
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$117,850$0▼ $117,850
Net Assets / Fund Balance
Unrestricted Net Assets$4,991,483$4,845,205▼ $146,278
Permanently Rstr Net Assets$2,965,961$2,897,490▼ $68,471
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$7,957,444$7,742,695▼ $214,749
Total Liabilities and Net Assets / Fund Balance$8,075,294$7,742,695▼ $332,599

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$987,595--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$7,957,444$5,000▲ $547,741$0$7,742,695
2014$7,416,068$30,000▲ $1,306,834$0$7,957,444
2013$7,188,604$0▲ $2,522,967$0$7,416,068
2012$7,024,578$10,000▲ $1,526,931$0$7,188,604
2011$6,271,602$25,000▲ $1,669,609$0$7,024,578
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
-Chairman
-Director
Revenue and Support

Revenue Composition

Contributions and Grants
$5,000
Program Service Revenue
$0
Investment Income
$512,502
Other Revenue
$456,089
All Other Contributions
$5,000
Change in Net Assets
$206,101

Audited Revenue Reconciliation

Revenue per Audited Statements
$973,591
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-420,850
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$552,741
Total Revenue per Form 990
$973,591
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$656,667
Other Expenses$110,823
Total Fundraising Expense$31,547
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$656,667--$656,667
Fees for Service Investment Mgmnt Fees-$45,034-$45,034
Advertising--$31,547$31,547
Other Expenses-$28,742-$28,742
Fees for Services Accounting-$5,500-$5,500
Total Functional Expenses$656,667$79,276$31,547$767,490

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$767,490
Total Expenses per Audited Statements$767,490
Total Expenses per Form 990$767,490
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ymca of Metropolitan Ft WorthFort Worth, TX-Operational support to the YMCA, per the mission of the Endowment.$656,667
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
Annual disclosure for covered persons
Yes
Audit committee
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
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, Part VI, Line 11B Review of form 990 by governing body

“The form 990 is presented to the full board of directors.”

Form 990, Part VI, Line 12C Conflict of interest policy

“All officers, directors and key employees are given the policy and required to disclose any possible conflicts. All disclosures are reviewed by the audit committee on an annual basis.”

Form 990, Part VI, Line 19 Required documents available to the public

“Governing documents, policies and financial statements are made available upon request.”

Form 990, Part VIII, Line 2F Other Program Service Revenue

“- Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;”

Filing and Contact Details

Filer

Filer Name
YMCA of Metropolitan Ft Worth Endowment
EIN
75-2849033
Phone
8173359622
Address
512 LAMAR STREET SUITE 400, FORT WORTH, TX 76102

Signing Officer

Name
Jaye Helm
Title
Controller
Signed
2016-08-08

Organization Details

Formed
1999
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4 Intended uses of endowment funds

“The Endowment funds are held in order to create investment earnings that will then be used to support the operations of YMCA of Metropolitan Fort Worth.”

Raw XML AppendixShowing 400 of 497 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.

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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0656667
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0YMCA OF METROPOLITAN FT WORTH
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07742695
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0656667
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0767490
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-420850
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0987595
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INTEREST IN PERPETUAL TRUSTS
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IRS990ScheduleD/RevenueNotReportedAmt0-420850
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0973591
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Endowment funds are held in order to create investment earnings that will then be used to support the operations of YMCA of Metropolitan Fort Worth.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part V, Line 4 Intended uses of endowment funds
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IRS990ScheduleI/RecipientTable/CashGrantAmt0656667
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Operational support to the YMCA, per the mission of the Endowment.
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0All assistance is given to the YMCA of Metropolitan Fort Worth and the organization has board and staff liaisons that update on use and accomplishments.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PRESENTED TO THE FULL BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE GIVEN THE POLICY AND REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS. ALL DISCLOSURES ARE REVIEWED BY THE AUDIT COMMITTEE ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3- Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c Conflict of interest policy
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19 Required documents available to the public
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VIII, Line 2f Other Program Service Revenue
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0YMCA Mission
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Type I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0512 LAMAR STREET
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,742,695
Liabilities
$0
Net assets
$7,742,695
Revenue
$973,591
Expenses
$767,490
Net income
$206,101
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$0.39$2.06$1.68
2023Detailed filing. Detailed filing data is available for this year.$14.3$0.02$14.3$0.46$2.74$2.28
2022Detailed filing. Detailed filing data is available for this year.$15.4$0.01$15.4$1.90$0.01$1.89
2021Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$3.85$0.01$3.84
2020Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.56$0.44$0.12
2019Detailed filing. Detailed filing data is available for this year.$10.7$0.01$10.7$0.45$0.86$0.41
2018Detailed filing. Detailed filing data is available for this year.$8.92$0.00$8.92$1.34$0.56$0.78
2017Detailed filing. Detailed filing data is available for this year.$9.74$0.15$9.59$0.85$0.62$0.23
2016Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$0.55$0.90$0.35
2015Detailed filing. Detailed filing data is available for this year.$7.74$0.00$7.74$0.97$0.77$0.21
2014Detailed filing. Detailed filing data is available for this year.$8.08$0.12$7.96$1.01$0.80$0.21
2013Detailed filing. Detailed filing data is available for this year.$7.55$0.14$7.42$1.05$2.30$1.25
2012Summary only. Only limited summary data is available for this year.$7.19$0.00$7.19$1.36$1.37$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.02$0.00$7.02$0.94
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.33$0.05$6.27$0.93