Civic Intelligence

Santa Maria Valley YMCA Foundation

990 • Fiscal year 2019 • EIN 77-0472736

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 15, 2020

Organization ProfileN/A
241 S Broadway Street No 201Orcutt, CA 93455-4659

(805) 925-8729

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

97th percentile

79%

Higher net margin than 97% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

86th percentile

31%

Faster asset growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-65%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,114,261

Up $261,171 (+31%) from 2018

Net Assets

Up

$1,114,261

Up $261,171 (+31%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin97th percentile

Revenue

Down

$186,135

Down $340,442 (-65%) from 2018

Expenses

Up

$39,152

Up $15,386 (+65%) from 2018

Net Income

Down

$146,983

Down $355,828 (-71%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $247,378Liabilities 2010: $0Net Assets 2010: $247,3782010Assets 2011: $254,594Liabilities 2011: $0Net Assets 2011: $254,5942011Assets 2012: $254,990Liabilities 2012: $02012Assets 2013: $286,715Liabilities 2013: $02013Assets 2014: $284,122Liabilities 2014: $02014Assets 2015: $313,884Liabilities 2015: $02015Assets 2018: $853,090Liabilities 2018: $0Net Assets 2018: $853,0902018Assets 2019: $1,114,261Liabilities 2019: $0Net Assets 2019: $1,114,2612019Assets 2020: $1,211,014Liabilities 2020: $0Net Assets 2020: $1,211,0142020Assets 2021: $1,315,112Liabilities 2021: $0Net Assets 2021: $1,315,1122021Assets 2022: $1,150,185Liabilities 2022: $0Net Assets 2022: $1,150,1852022Assets 2023: $1,554,272Liabilities 2023: $0Net Assets 2023: $1,554,2722023Assets 2024: $1,804,453Liabilities 2024: $0Net Assets 2024: $1,804,4532024

Highlighted filing

2019

Assets$1,114,261
Liabilities$0
Net Assets$1,114,261
Open 2019 Filing

Operations Trend

Revenue Growth3rd percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $11,1012010Expenses 2011: $11,8672011Revenue 2012: $19,886Expenses 2012: $19,490Net Income 2012: $3962012Revenue 2013: $49,026Expenses 2013: $17,301Net Income 2013: $31,7252013Revenue 2014: $16,484Expenses 2014: $19,077Net Income 2014: -$2,5932014Revenue 2015: $49,154Expenses 2015: $19,392Net Income 2015: $29,7622015Revenue 2018: $526,577Expenses 2018: $23,766Net Income 2018: $502,8112018Revenue 2019: $186,135Expenses 2019: $39,152Net Income 2019: $146,9832019Revenue 2020: $61,720Expenses 2020: $36,789Net Income 2020: $24,9312020Revenue 2021: $54,465Expenses 2021: $48,565Net Income 2021: $5,9002021Revenue 2022: $102,243Expenses 2022: $56,000Net Income 2022: $46,2432022Revenue 2023: $368,129Expenses 2023: $69,989Net Income 2023: $298,1402023Revenue 2024: $272,273Expenses 2024: $81,644Net Income 2024: $190,6292024

Highlighted filing

2019

Revenue$186,135
Expenses$39,152
Net Income$146,983
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 15, 2020
Return Version
2019v5.1
Gross Receipts
$186,135
Mission and Program Overview

Mission

The specific purpose of the santa maria valley ymca foundation is to raise and manage funds to defray the expenses of the long term capital projects and operational needs of the santa maria valley ymca, inc. As expressed in the foundation's articles of incorporation.

The foundation supports the santa maria valley ymca by attracting and managing funds for the benefit of that organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$853,090$1,114,261▲ $261,171
Investments Other Securities$846,797$1,106,985▲ $260,188
Cash and Non-Interest-Bearing Accounts$6,293$7,276▲ $983
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$853,090$1,114,261▲ $261,171
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$853,090$1,114,261▲ $261,171
Total Liabilities and Net Assets / Fund Balance$853,090$1,114,261▲ $261,171

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,106,985--
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Aaron B SmithPresident
Mike GibsonBoard Member
Peggy BloughBoard Member
Shannon SeifertBoard Member
Joel ByarsSecretary
Patrick McdermottTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$163,651
Program Service Revenue
$0
Investment Income
$22,484
Other Revenue
$0
All Other Contributions
$163,651
Change in Net Assets
$146,983
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$19,748
Other Expenses$19,404
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$19,748--$19,748
Office Expenses$5,205$5,204-$10,409
Fees for Services Other$2,299$2,296-$4,595
Fees for Services Accounting$2,200$2,200-$4,400
Total Functional Expenses$29,452$9,700$0$39,152
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SANTA MARIA VALLEY YOUNG MEN'S CHRISTIAN ASSOCIATIONSanta Maria, CA501 (c)(3)To Defray Expenses of Long-term Capital Projects and Operational Needs of the Santa Maria Ymca.-
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
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, Section B, Line 11B

“UPON REQUEST.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Santa Maria Valley Ymca Foundation
EIN
77-0472736
Phone
8059258729
Address
241 S BROADWAY STREET NO 201, ORCUTT, CA 93455-4659
Doing Business As
Santa Maria Valley Ymca Foundation

Signing Officer

Name
Aaron B Smith
Title
President
Phone
8057395500
Signed
2020-06-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Aaron B Smith
Formed
1996
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Mcdermott & Apkarian Llp
Address
241 SOUTH BROADWAY 201, ORCUTT, CA 93455
Preparer
Patrick D Mcdermott CPA
Phone
8059258729
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Bank fees: program service expenses 952. Management and general expenses 952. Fundraising expenses 0. Total expenses 1,904. Insurance: program service expenses 761. Management and general expenses 761. Fundraising expenses 0. Total expenses 1,522. Taxes: program service expenses 68. Management and general expenses 67. Fundraising expenses 0. Total expenses 135. Printing and publication: program service expenses 472. Management and general expenses 471. Fundraising expenses 0. Total expenses 943. Supplies: program service expenses 46. Management and general expenses 45. Fundraising expenses 0. Total expenses 91.”

Raw XML Appendix349 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
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IRS990/GrantAmt019748
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt019748
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt07738
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IRS990/GroupReturnForAffiliatesInd00
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IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO DEFRAY EXPENSES OF LONG-TERM CAPITAL PROJECTS AND OPERATIONAL NEEDS OF THE SANTA MARIA YMCA.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SANTA MARIA VALLEY YOUNG MEN'S CHRISTIAN ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientEIN0952158363
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03400 SKYWAY DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SANTA MARIA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093455
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION MANAGES FUNDS FOR THE SOLE PURPOSE OF THE SANTA MARIA VALLEY YMCA. RECORDS ARE MAINTAINED BY A LEDGER AND SUBSTANTIATED WITH BANK STATEMENTS AND QUARTERLY INVESTMENT REPORTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK FEES: PROGRAM SERVICE EXPENSES 952. MANAGEMENT AND GENERAL EXPENSES 952. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,904. INSURANCE: PROGRAM SERVICE EXPENSES 761. MANAGEMENT AND GENERAL EXPENSES 761. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,522. TAXES: PROGRAM SERVICE EXPENSES 68. MANAGEMENT AND GENERAL EXPENSES 67. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 135. PRINTING AND PUBLICATION: PROGRAM SERVICE EXPENSES 472. MANAGEMENT AND GENERAL EXPENSES 471. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 943. SUPPLIES: PROGRAM SERVICE EXPENSES 46. MANAGEMENT AND GENERAL EXPENSES 45. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 91.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0853090
IRS990/TotalAssetsEOYAmt01114261
IRS990/TotalAssetsGrp/BOYAmt0853090
IRS990/TotalAssetsGrp/EOYAmt01114261
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0163651
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09700
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt029452
IRS990/TotalFunctionalExpensesGrp/TotalAmt039152
IRS990/TotalGrossUBIAmt022484
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0853090
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01114261
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt029452
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0186135
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt022484
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0853090
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01114261
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0ORCUTT
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093455
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AARON B SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08057395500
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA MARIA VALLEY YMCA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0770472736
ReturnHeader/Filer/PhoneNum08059258729
ReturnHeader/Filer/USAddress/AddressLine1Txt0241 S BROADWAY STREET NO 201
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.188.168.5
ReturnHeader/FilingSecurityInformation/IPDt02020-06-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:27:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271144439
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCDERMOTT & APKARIAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0241 SOUTH BROADWAY 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORCUTT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093455
ReturnHeader/PreparerPersonGrp/PhoneNum08059258729
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK D MCDERMOTT CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-10T10:11:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,114,261
Liabilities
$0
Net assets
$1,114,261
Revenue
$186,135
Expenses
$39,152
Net income
$146,983
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.00$1.80$0.27$0.08$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.37$0.07$0.30
2022Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.10$0.06$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.05$0.05$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.06$0.04$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.19$0.04$0.15
2018Summary only. Only limited summary data is available for this year.$0.85$0.00$0.85$0.53$0.02$0.50
2015Summary only. Only limited summary data is available for this year.$0.31$0.00$0.05$0.02$0.03
2014Summary only. Only limited summary data is available for this year.$0.28$0.00$0.02$0.02$0.00
2013Summary only. Only limited summary data is available for this year.$0.29$0.00$0.05$0.02$0.03
2012Summary only. Only limited summary data is available for this year.$0.25$0.00$0.02$0.02$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.01