Civic Intelligence

Santa Maria Valley YMCA Foundation

990 • Fiscal year 2020 • EIN 77-0472736

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 08, 2021

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.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

87th percentile

40%

Higher net margin than 87% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

56th percentile

8.7%

Faster asset growth than 56% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-67%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,211,014

Up $96,753 (+8.7%) from 2019

Net Assets

Up

$1,211,014

Up $96,753 (+8.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin87th percentile

Revenue

Down

$61,720

Down $124,415 (-67%) from 2019

Expenses

Down

$36,789

Down $2,363 (-6.0%) from 2019

Net Income

Down

$24,931

Down $122,052 (-83%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2020

Assets$1,211,014
Liabilities$0
Net Assets$1,211,014
Open 2020 Filing

Operations Trend

Revenue Growth4th 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

2020

Revenue$61,720
Expenses$36,789
Net Income$24,931
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 8, 2021
Return Version
2020v4.1
Gross Receipts
$61,720
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$1,114,261$1,211,014▲ $96,753
Investments Other Securities$1,106,985$1,201,778▲ $94,793
Cash and Non-Interest-Bearing Accounts$7,276$9,236▲ $1,960
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,114,261$1,211,014▲ $96,753
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,114,261$1,211,014▲ $96,753
Total Liabilities and Net Assets / Fund Balance$1,114,261$1,211,014▲ $96,753

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,201,778--
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Aaron B SmithPresident
Peggy BloughBoard Member
Shannon SeifertBoard Member
Mike GibsonSecretary
Patrick McdermottTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,606
Program Service Revenue
$0
Investment Income
$56,114
Other Revenue
$0
All Other Contributions
$5,606
Change in Net Assets
$24,931
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$21,107
Other Expenses$15,682
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$21,107--$21,107
Office Expenses$5,482$5,483-$10,965
Fees for Services Other$2,090$2,092-$4,182
Fees for Services Accounting$267$268-$535
Total Functional Expenses$28,946$7,843$0$36,789
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
2021-06-08
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 1,336. Management and general expenses 1,337. Fundraising expenses 0. Total expenses 2,673. Insurance: program service expenses 724. Management and general expenses 725. Fundraising expenses 0. Total expenses 1,449. Taxes: program service expenses 30. Management and general expenses 30. Fundraising expenses 0. Total expenses 60.”

Raw XML Appendix340 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/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
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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
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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
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK FEES: PROGRAM SERVICE EXPENSES 1,336. MANAGEMENT AND GENERAL EXPENSES 1,337. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,673. INSURANCE: PROGRAM SERVICE EXPENSES 724. MANAGEMENT AND GENERAL EXPENSES 725. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,449. TAXES: PROGRAM SERVICE EXPENSES 30. MANAGEMENT AND GENERAL EXPENSES 30. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60.
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
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ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,211,014
Liabilities
$0
Net assets
$1,211,014
Revenue
$61,720
Expenses
$36,789
Net income
$24,931
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits