Civic Intelligence

Westport Weston Family YMCA Foundation

EIN 81-3028694 • 501(c)3 • Westport, CT

Profile

The westport/weston family ymca foundation, inc. (the foundation) was organized as a 501(c)(3) corporation in 2016 with the young men's christian association of westport/weston, connecticut, inc. (the association) as its sole member. The foundation's purpose is to: a.) support, benefit and assist the operations, programs, endeavors and initiatives of the association. B.) receive from any person, firm, foundation, corporation, or governmental agency, property which will constitute the funds of the association or which by gift, bequest or otherwise is dedicated to the association. C.) to own, hold, manage, invest, and reinvest such property received by the foundation and to use and apply the net income and principal of all such property in such a manner and at such times as deemed best for the use or benefit of the association.

14 Allen Raymond LaneWestport, CT 06880

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

8th percentile

0.02x

Higher debt load relative to revenue than 8% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

93rd percentile

61%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

45th percentile

$331,465

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

57th percentile

7.5%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

317%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$54,706,290

Up $3,835,310 (+7.5%) from 2023

Liabilities

Down

$76,759

Down $87,818 (-53%) from 2023

Net Assets

Up

$54,629,531

Up $3,923,128 (+7.7%) from 2023

Revenue

Up

$3,824,959

Up $2,907,208 (+317%) from 2023

Expenses

Down

$1,479,590

Down $202,651 (-12%) from 2023

Net Income

Up

$2,345,369

Up $3,109,859 (+407%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2016: $41,591,537Liabilities 2016: $275,923Net Assets 2016: $41,315,6142016Assets 2017: $48,512,345Liabilities 2017: $324,597Net Assets 2017: $48,187,7482017Assets 2018: $44,085,093Liabilities 2018: $372,246Net Assets 2018: $43,712,8472018Assets 2019: $50,296,248Liabilities 2019: $0Net Assets 2019: $50,296,2482019Assets 2020: $51,712,663Liabilities 2020: $0Net Assets 2020: $51,712,6632020Assets 2021: $55,916,720Liabilities 2021: $76,736Net Assets 2021: $55,839,9842021Assets 2022: $45,441,034Liabilities 2022: $251,419Net Assets 2022: $45,189,6152022Assets 2023: $50,870,980Liabilities 2023: $164,577Net Assets 2023: $50,706,4032023Assets 2024: $54,706,290Liabilities 2024: $76,759Net Assets 2024: $54,629,5312024

Highlighted filing

2024

Assets$54,706,290
Liabilities$76,759
Net Assets$54,629,531

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2016: $1,244,385Expenses 2016: $399,142Net Income 2016: $845,2432016Revenue 2017: $3,413,663Expenses 2017: $738,120Net Income 2017: $2,675,5432017Revenue 2018: $2,450,579Expenses 2018: $750,287Net Income 2018: $1,700,2922018Revenue 2019: $2,149,757Expenses 2019: $1,765,211Net Income 2019: $384,5462019Revenue 2020: $1,651,186Expenses 2020: $4,771,154Net Income 2020: -$3,119,9682020Revenue 2021: $7,284,528Expenses 2021: $1,472,103Net Income 2021: $5,812,4252021Revenue 2022: $663,949Expenses 2022: $1,690,500Net Income 2022: -$1,026,5512022Revenue 2023: $917,751Expenses 2023: $1,682,241Net Income 2023: -$764,4902023Revenue 2024: $3,824,959Expenses 2024: $1,479,590Net Income 2024: $2,345,3692024

Highlighted filing

2024

Revenue$3,824,959
Expenses$1,479,590
Net Income$2,345,369

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$49,009,108
Mission and Program Overview

Mission

The westport/weston family ymca foundation, inc. (the foundation) was organized as a 501(c)(3) corporation in 2016 with the young men's christian association of westport/weston, connecticut, inc. (the association) as its sole member. The foundation's purpose is to: a.) support, benefit and assist the operations, programs, endeavors and initiatives of the association. B.) receive from any person, firm, foundation, corporation, or governmental agency, property which will constitute the funds of the association or which by gift, bequest or otherwise is dedicated to the association. C.) to own, hold, manage, invest, and reinvest such property received by the foundation and to use and apply the net income and principal of all such property in such a manner and at such times as deemed best for the use or benefit of the association.

Foundation was organized as a 501c3 corporation with the young men's christian association of westport/weston, ct inc. (the association) as its sole member. The foundation's purpose is to obtain and administer funds to be used in furtherance of the association's purpose.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$8,038,793$54,661,849▲ $46,623,056
Investments in Publicly Traded Securities$42,451,451$0▼ $42,451,451
Savings and Temporary Cash Investments$271,171$20,250▼ $250,921
Cash and Non-Interest-Bearing Accounts$9,054$9,054→ $0
Total Assets$50,870,980$54,706,290▲ $3,835,310
Other Assets Total$100,511$15,137▼ $85,374
Liabilities
Other Liabilities$164,577$76,759▼ $87,818
Total Liabilities$164,577$76,759▼ $87,818
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$50,706,403$54,629,531▲ $3,923,128
Total Net Assets Fund Balance$50,706,403$54,629,531▲ $3,923,128
Total Liabilities and Net Assets / Fund Balance$50,870,980$54,706,290▲ $3,835,310

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$54,661,849--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$41,426,000-▲ $5,293,115$1,215,000$45,239,525
2023$35,914,285-▲ $7,192,975$1,464,996$41,426,000
2022$46,561,452-▼ $8,969,171$1,449,996$35,914,285
2021$42,412,228-▲ $5,850,827$1,440,000$46,561,452
2020$40,976,344-▲ $6,172,515$4,529,990$42,412,228
Compensation and Service Providers

Board Members and Trustees

NameTitle
John MckinneyChairman
Rosemary HalsteadVice Chair
Charlie HaberstrohTrustee
Dana MccreeshTrustee
Doug FincherTrustee
Jim MarpeTrustee
Julaine SunderlandTrustee
Kathryn GussenTrustee
Michael TaetsTrustee
Paul KeblishTrustee
Pete WolgastTrustee
Bonnie StrittmatterTrustee Outgoing
Iain BruceTrustee Outgoing
James WestphalTrustee Outgoing
Phillip SchemelTrustee Outgoing
Anjali MccormickCEO Outgoing
Glen HaleChief Financial Officer/interim CEO
Dan MchughSecretary
Peter NussbaumTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$3,824,959
Other Revenue
$0
Change in Net Assets
$2,345,369

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,560,369
Revenue Not Reported on Financial Statements
$264,590
Revenue Not Reported on Form 990
$1,577,759
Total Revenue per Audited Statements
$5,138,128
Total Revenue per Form 990
$3,824,959
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,215,000
Other Expenses$264,590
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,215,000--$1,215,000
Fees for Service Investment Mgmnt Fees-$264,590-$264,590
Total Functional Expenses$1,215,000$264,590$0$1,479,590

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,479,590
Expenses per Audited Statements$1,215,000
Total Expenses per Audited Statements$1,215,000
Expenses Not Reported on Financial Statements$264,590
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
YOUNG MEN'S CHRISTIAN ASSOCIATION OF WESTPORT WESTON CT INCWestport, CT501c3Operating Support$1,215,000

International Summary

Offices
0
Employees
0
Spending
$819,443

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments-00$819,443
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$76,759
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Young men's christian association of westport/weston connecticut, inc.

Form 990, Part VI, Section A, Line 6

Young men's christian association of westport/weston, connecticut inc. Is the sole member of the corporation.

Form 990, Part VI, Section A, Line 7A

Young men's christian association of westport/weston, connecticut inc. Is the sole member of the corporation.

Form 990, Part VI, Section A, Line 7B

Young men's christian association of westport/weston, connecticut inc. Is the sole member of the corporation. The member has all rights and powers established by the connecticut revised nonstock corporation act.

Form 990, Part VI, Section B, Line 11B

The 990 was distributed to all board members for comments prior to filing.

Form 990, Part VI, Section B, Line 12C

Conflict of interest policy is distributed annually and all officers and trustees must sign the conflict of interest policy.

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Westport Weston Family Ymca Foundation
EIN
81-3028694
Phone
2032268981
Address
14 ALLEN RAYMOND LANE, WESTPORT, CT 06880

Signing Officer

Name
John Mckinney
Title
Chairman of the Board of Trustees
Phone
2032268981
Signed
2025-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Mckinney
Formed
2016
Legal Domicile
Ct
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
Cohnreznick Advisory LLC
Address
350 CHURCH STREET 12TH FLOOR, HARTFORD, CT 06103
Preparer
Jolanta Tuck
Phone
9592007000
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

As of december 31, 2024, the foundation had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements and does not expect this to change in the next 12 months. The foundation's federal information returns prior to 2021 are closed and management continually evaluates expiring statutes of limitations, audits, proposed settlements, changes in tax law and new authoritative rulings. If the foundation had unrelated business income taxes, it would recognize interest and penalties associated with any tax matters as part of the income tax provision and include accrued interest and penalties with the related tax liability in the statement of financial position.

Schedule D, Part V, Line 4 - Intended Uses of Endowment Funds

Provide support for the young men's christian association of westport/weston connecticut inc. Dba westport weston family ymca

Raw XML AppendixShowing 400 of 587 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0FOUNDATION WAS ORGANIZED AS A 501C3 CORPORATION WITH THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF WESTPORT/WESTON, CT INC. (THE ASSOCIATION) AS ITS SOLE MEMBER. THE FOUNDATION'S PURPOSE IS TO OBTAIN AND ADMINISTER FUNDS TO BE USED IN FURTHERANCE OF THE ASSOCIATION'S PURPOSE.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0GLEN HALE
IRS990/BooksInCareOfDetail/PhoneNum02032268981
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt014 ALLEN RAYMOND LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0WESTPORT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006880
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt09054
IRS990/CashNonInterestBearingGrp/EOYAmt09054
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt01215000
IRS990/CYInvestmentIncomeAmt03824959
IRS990/CYOtherExpensesAmt0264590
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt02345369
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01479590
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03824959
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0DISTRIBUTION OF FUNDS TO THE WESTPORT WESTON FAMILY YMCA
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01215000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0264590
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0264590
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt350.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt450.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt162.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1738539
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1843997
IRS990/Form990PartVIISectionAGrp/PersonNm0BONNIE STRITTMATTER
IRS990/Form990PartVIISectionAGrp/PersonNm1CHARLIE HABERSTROH
IRS990/Form990PartVIISectionAGrp/PersonNm2DAN MCHUGH
IRS990/Form990PartVIISectionAGrp/PersonNm3DANA MCCREESH
IRS990/Form990PartVIISectionAGrp/PersonNm4DOUG FINCHER
IRS990/Form990PartVIISectionAGrp/PersonNm5IAIN BRUCE
IRS990/Form990PartVIISectionAGrp/PersonNm6JAMES WESTPHAL
IRS990/Form990PartVIISectionAGrp/PersonNm7JIM MARPE
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN MCKINNEY
IRS990/Form990PartVIISectionAGrp/PersonNm9JULAINE SUNDERLAND
IRS990/Form990PartVIISectionAGrp/PersonNm10KATHRYN GUSSEN
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHAEL TAETS
IRS990/Form990PartVIISectionAGrp/PersonNm12PAUL KEBLISH
IRS990/Form990PartVIISectionAGrp/PersonNm13PETE WOLGAST
IRS990/Form990PartVIISectionAGrp/PersonNm14PETER NUSSBAUM
IRS990/Form990PartVIISectionAGrp/PersonNm15PHILLIP SCHEMEL
IRS990/Form990PartVIISectionAGrp/PersonNm16ROSEMARY HALSTEAD
IRS990/Form990PartVIISectionAGrp/PersonNm17ANJALI MCCORMICK
IRS990/Form990PartVIISectionAGrp/PersonNm18GLEN HALE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17292926
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt18202770
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE OUTGOING
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE OUTGOING
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE OUTGOING
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE OUTGOING
IRS990/Form990PartVIISectionAGrp/TitleTxt16VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt17CEO OUTGOING
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHIEF FINANCIAL OFFICER/INTERIM CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt03715356
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt01215000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01215000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01215000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt048899505
IRS990/GrossReceiptsAmt049009108
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0109603
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0109603
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt08038793
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt054661849
IRS990/InvestmentsPubTradedSecGrp/BOYAmt042451451
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt045184149
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE WESTPORT/WESTON FAMILY YMCA FOUNDATION, INC. (THE FOUNDATION) WAS ORGANIZED AS A 501(C)(3) CORPORATION IN 2016 WITH THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF WESTPORT/WESTON, CONNECTICUT, INC. (THE ASSOCIATION) AS ITS SOLE MEMBER. THE FOUNDATION'S PURPOSE IS TO: A.) SUPPORT, BENEFIT AND ASSIST THE OPERATIONS, PROGRAMS, ENDEAVORS AND INITIATIVES OF THE ASSOCIATION. B.) RECEIVE FROM ANY PERSON, FIRM, FOUNDATION, CORPORATION, OR GOVERNMENTAL AGENCY, PROPERTY WHICH WILL CONSTITUTE THE FUNDS OF THE ASSOCIATION OR WHICH BY GIFT, BEQUEST OR OTHERWISE IS DEDICATED TO THE ASSOCIATION. C.) TO OWN, HOLD, MANAGE, INVEST, AND REINVEST SUCH PROPERTY RECEIVED BY THE FOUNDATION AND TO USE AND APPLY THE NET INCOME AND PRINCIPAL OF ALL SUCH PROPERTY IN SUCH A MANNER AND AT SUCH TIMES AS DEEMED BEST FOR THE USE OR BENEFIT OF THE ASSOCIATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt050706403
IRS990/NetAssetsOrFundBalancesEOYAmt054629531
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03715356
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03715356
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01577759
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt050706403
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt054629531
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0100511
IRS990/OtherAssetsTotalGrp/EOYAmt015137
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt0164577
IRS990/OtherLiabilitiesGrp/EOYAmt076759
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOHN MCKINNEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01464996
IRS990/PYInvestmentIncomeAmt0917751
IRS990/PYOtherExpensesAmt0217245
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-764490
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01682241
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0917751
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02345369
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0271171
IRS990/SavingsAndTempCashInvstGrp/EOYAmt020250
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0060646989
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01215000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0YOUNG MEN'S CHRISTIAN ASSOCIATION OF WESTPORTWESTON CONNECTICUT INC DBA W
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01215000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0264590
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt041426000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt045239525
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt05293115
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01215000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0216265
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt035914285
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt041426000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07192975
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01464996
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0228000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt046561452
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt035914285
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-8969171
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01449996
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0261603
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt042412228
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt046561452
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05850827
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt01440000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0206641
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt040976344
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt042412228
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06172515
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt04529990
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0264590
IRS990ScheduleD/ExpensesSubtotalAmt01215000
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0264590
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0264590
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01577759
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt076759
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt054661849
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ALTERNATIVE INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt01577759
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0264590
IRS990ScheduleD/RevenueSubtotalAmt03560369
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS OF DECEMBER 31, 2024, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AND DOES NOT EXPECT THIS TO CHANGE IN THE NEXT 12 MONTHS. THE FOUNDATION'S FEDERAL INFORMATION RETURNS PRIOR TO 2021 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE FOUNDATION HAD UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENT OF FINANCIAL POSITION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1PROVIDE SUPPORT FOR THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF WESTPORT/WESTON CONNECTICUT INC. DBA WESTPORT WESTON FAMILY YMCA
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PART V, LINE 4 - INTENDED USES OF ENDOWMENT FUNDS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt054661849
IRS990ScheduleD/TotalExpensesPerForm990Amt01479590
IRS990ScheduleD/TotalLiabilityAmt076759
IRS990ScheduleD/TotalRevenuePerForm990Amt03824959
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05138128
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01215000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0819443
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENTS
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0819443

Document Assets

No mirrored PDF or thumbnail assets are attached yet.