Civic Intelligence

MID-Willamette Family YMCA Foundation Inc.

990 • Fiscal year 2017 • EIN 93-1258614

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 18, 2018

3201 Pacific Blvd SWAlbany, OR 97321

(541) 926-4488

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

33rd percentile

-1.1%

Higher net margin than 33% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

35th percentile

0.0%

Faster asset growth than 35% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

42nd percentile

2.2%

Faster revenue growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$6,515,150

Up $3,195 (+0.0%) from 2016

Net Assets

Up

$6,515,150

Up $3,195 (+0.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$67,337

Up $1,423 (+2.2%) from 2016

Expenses

Down

$68,092

Down $1,083 (-1.6%) from 2016

Net Income

Up

-$755

Up $2,506 (+77%) from 2016

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $408,899Liabilities 2010: $0Net Assets 2010: $408,8992010Assets 2011: $408,504Liabilities 2011: $0Net Assets 2011: $408,5042011Assets 2012: $421,587Liabilities 2012: $0Net Assets 2012: $421,5872012Assets 2013: $433,159Liabilities 2013: $0Net Assets 2013: $433,1592013Assets 2014: $53,505Liabilities 2014: $0Net Assets 2014: $53,5052014Assets 2015: $6,513,900Liabilities 2015: $0Net Assets 2015: $6,513,9002015Assets 2016: $6,511,955Liabilities 2016: $0Net Assets 2016: $6,511,9552016Assets 2017: $6,515,150Liabilities 2017: $0Net Assets 2017: $6,515,1502017Assets 2018: $6,512,105Liabilities 2018: $0Net Assets 2018: $6,512,1052018Assets 2019: $6,516,487Liabilities 2019: $0Net Assets 2019: $6,516,4872019Assets 2020: $6,517,096Liabilities 2020: $0Net Assets 2020: $6,517,0962020Assets 2021: $60,579Liabilities 2021: $0Net Assets 2021: $60,5792021Assets 2022: $54,684Liabilities 2022: $0Net Assets 2022: $54,6842022Assets 2023: $57,127Net Assets 2023: $57,1272023Assets 2024: $62,783Net Assets 2024: $62,7832024

Highlighted filing

2017

Assets$6,515,150
Liabilities$0
Net Assets$6,515,150

Operations Trend

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

$10M$5.0M$0-$5.0M-$10MRevenue 2010: $23,265Expenses 2010: $36,987Net Income 2010: -$13,7222010Revenue 2011: $24,324Expenses 2011: $20,856Net Income 2011: $3,4682011Revenue 2012: $25,582Expenses 2012: $21,925Net Income 2012: $3,6572012Revenue 2013: $29,290Expenses 2013: $21,508Net Income 2013: $7,7822013Revenue 2014: $21,233Expenses 2014: $401,384Net Income 2014: -$380,1512014Revenue 2015: $6,529,402Expenses 2015: $68,870Net Income 2015: $6,460,5322015Revenue 2016: $65,914Expenses 2016: $69,175Net Income 2016: -$3,2612016Revenue 2017: $67,337Expenses 2017: $68,092Net Income 2017: -$7552017Revenue 2018: $66,358Expenses 2018: $67,962Net Income 2018: -$1,6042018Revenue 2019: $67,272Expenses 2019: $68,128Net Income 2019: -$8562019Revenue 2020: $65,303Expenses 2020: $67,960Net Income 2020: -$2,6572020Revenue 2021: $24,993Expenses 2021: $6,487,291Net Income 2021: -$6,462,2982021Revenue 2022: $93Expenses 2022: $1,834Net Income 2022: -$1,7412022Revenue 2023: $1,059Expenses 2023: $1,922Net Income 2023: -$8632023Revenue 2024: $3,665Expenses 2024: $1,928Net Income 2024: $1,7372024

Highlighted filing

2017

Revenue$67,337
Expenses$68,092
Net Income-$755
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 18, 2018
Return Version
2017v2.2
Gross Receipts
$67,337
Mission and Program Overview

Mission

To provide financial assistance to the mid-willamette family ymca located in albany, oregon.

To provide financial assistance to the mid-willamette family ymca(a 501(c)(3) organization) located in albany, oregon.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$6,461,600$6,461,600→ $0
Investments Other Securities$28,608$31,528▲ $2,920
Cash and Non-Interest-Bearing Accounts$21,747$22,022▲ $275
Total Assets$6,511,955$6,515,150▲ $3,195
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$6,490,208$6,493,128▲ $2,920
Unrestricted Net Assets$21,747$22,022▲ $275
Total Net Assets Fund Balance$6,511,955$6,515,150▲ $3,195
Total Liabilities and Net Assets / Fund Balance$6,511,955$6,515,150▲ $3,195
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jim RichardsPresident
Bill MikkelsonBoard Member
Buzz WheelerBoard Member
Gary NormanBoard Member
Jerry McintoshBoard Member
Bud FortierSecretary
Dick PerdueTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,007
Program Service Revenue
$0
Investment Income
$65,330
Other Revenue
$0
All Other Contributions
$2,007
Change in Net Assets
$-755
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$64,000
Other Expenses$4,092
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$64,000--$64,000
Fees for Services Accounting$935$500-$1,435
Fees for Service Investment Mgmnt Fees-$263-$263
Other Expenses$1,337$249-$249
Insurance-$17-$17
Total Functional Expenses$66,272$1,820$0$68,092
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mid-willamette Family YmcaAlbany, OR501(c)(3)To Provide Financial Assistance to the Mid-willamette Family Ymca, Supported Organization.$64,000
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
Annual disclosure for covered persons
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
No
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, Part VI, Section B, Line 11B

The form 990 is reviewed by the board prior to filing.

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

Policy to be reviewed on an annual basis and updated by current board members.

Form 990, Part VI, Section C, Line 18

Documents are available upon request.

Form 990, Part VI, Section C, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Mid-willamette Family Ymca Foundation
EIN
93-1258614
Phone
5419264488
Address
3201 PACIFIC BLVD SW, ALBANY, OR 97321

Signing Officer

Name
Jim Richards
Title
President
Phone
5419264488
Signed
2018-06-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Richards
Formed
1998
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
6

Preparer

Firm
Anderson Group Cpas LLC
Address
2165 NW PROFESSIONAL DR STE 101, CORVALLIS, OR 97330
Preparer
Kristen Gose CPA
Phone
5417572070
Raw XML Appendix388 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POLICY TO BE REVIEWED ON AN ANNUAL BASIS AND UPDATED BY CURRENT BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
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IRS990ScheduleR/PaidEmployeesSharingInd00
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IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MID-WILLAMETTE FAMILY YMCA
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt06490208
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt06493128
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalContributionsAmt02007
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01820
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt066272
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0311
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt067337
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06511955
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM RICHARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05419264488
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MID-WILLAMETTE FAMILY YMCA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MID-
ReturnHeader/Filer/EIN0931258614
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.148.53.177
ReturnHeader/FilingSecurityInformation/IPDt02018-06-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:03:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931233035
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON GROUP CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02165 NW PROFESSIONAL DR STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORVALLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097330
ReturnHeader/PreparerPersonGrp/PhoneNum05417572070
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTEN GOSE CPA
ReturnHeader/ReturnTs02018-06-21T15:13:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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.$0.06$0.06$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.02$6.49$6.46
2020Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.07$0.07$0.00
2019Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.07$0.07$0.00
2018Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$0.07$0.07$0.00
2017Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.07$0.07$0.00
2016Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$0.07$0.07$0.00
2015Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$6.53$0.07$6.46
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.02$0.40$0.38
2013Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.03$0.02$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.00$0.42$0.03$0.02$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.00$0.41$0.02$0.02$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.00$0.41$0.02$0.04$0.01