Civic Intelligence

Santa Monica Family YMCA Endowment Fund

EIN 95-3691421 • 501(c)3 • Santa Monica, CA

Profile

The purpose of the santa monica family ymca endowment fund is to empower the ymca to proactively and promptly respond to our community's ever changing needs with funds available to explore and expand programs. Giving to the endowment fund can be through a direct gift or a planned giving vehicle.

1332 6th StreetSanta Monica, CA 90401-1434

n/A

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$224,807

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 38.8% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-7.4%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$21,201,200

Up $2,039,488 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$21,201,200

Up $2,039,488 (+11%) from 2023

Operations
Liabilities / Revenue7th percentileNet Margin100th percentile

Revenue

Down

$578,670

Down $46,357 (-7.4%) from 2023

Expenses

Down

$0

Down $42,319 (-100%) from 2023

Net Income

Down

$578,670

Down $4,038 (-0.7%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$30M$20M$10M$0Assets 2011: $5,860,063Liabilities 2011: $0Net Assets 2011: $5,860,0632011Assets 2012: $7,265,929Liabilities 2012: $0Net Assets 2012: $7,265,9292012Assets 2013: $9,096,514Liabilities 2013: $0Net Assets 2013: $9,096,5142013Assets 2014: $10,417,644Liabilities 2014: $0Net Assets 2014: $10,417,6442014Assets 2015: $10,520,755Liabilities 2015: $0Net Assets 2015: $10,520,7552015Assets 2016: $11,689,535Liabilities 2016: $0Net Assets 2016: $11,689,5352016Assets 2017: $13,474,217Liabilities 2017: $0Net Assets 2017: $13,474,2172017Assets 2018: $11,845,702Liabilities 2018: $0Net Assets 2018: $11,845,7022018Assets 2019: $15,085,930Liabilities 2019: $0Net Assets 2019: $15,085,9302019Assets 2020: $16,954,837Liabilities 2020: $0Net Assets 2020: $16,954,8372020Assets 2021: $18,718,042Liabilities 2021: $0Net Assets 2021: $18,718,0422021Assets 2022: $16,752,276Liabilities 2022: $0Net Assets 2022: $16,752,2762022Assets 2023: $19,161,712Liabilities 2023: $0Net Assets 2023: $19,161,7122023Assets 2024: $21,201,200Liabilities 2024: $0Net Assets 2024: $21,201,2002024

Highlighted filing

2024

Assets$21,201,200
Liabilities$0
Net Assets$21,201,200
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $145,248Expenses 2011: $181,229Net Income 2011: -$35,9812011Expenses 2012: $137,5192012Revenue 2013: $611,416Expenses 2013: $142,007Net Income 2013: $469,4092013Revenue 2014: $745,267Expenses 2014: $162,780Net Income 2014: $582,4872014Revenue 2015: $721,183Expenses 2015: $248,746Net Income 2015: $472,4372015Revenue 2016: $304,353Expenses 2016: $17,567Net Income 2016: $286,7862016Revenue 2017: $790,942Expenses 2017: $22,514Net Income 2017: $768,4282017Revenue 2018: $560,765Expenses 2018: $82,560Net Income 2018: $478,2052018Revenue 2019: $395,993Expenses 2019: $78,700Net Income 2019: $317,2932019Revenue 2020: $647,621Expenses 2020: $25,896Net Income 2020: $621,7252020Revenue 2021: $562,674Expenses 2021: $30,063Net Income 2021: $532,6112021Revenue 2022: $447,356Expenses 2022: $41,747Net Income 2022: $405,6092022Revenue 2023: $625,027Expenses 2023: $42,319Net Income 2023: $582,7082023Revenue 2024: $578,670Expenses 2024: $0Net Income 2024: $578,6702024

Highlighted filing

2024

Revenue$578,670
Expenses$0
Net Income$578,670
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$21,201,200
Liabilities
$0
Net assets
$21,201,200
Revenue
$578,670
Expenses
$0
Net income
$578,670
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.2$0.00$21.2$0.58$0.00$0.58
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.2$0.00$19.2$0.63$0.04$0.58
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$0.00$16.8$0.45$0.04$0.41
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.7$0.00$18.7$0.56$0.03$0.53
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$0.00$17.0$0.65$0.03$0.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.1$0.00$15.1$0.40$0.08$0.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$0.00$11.8$0.56$0.08$0.48
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$0.00$13.5$0.79$0.02$0.77
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.00$11.7$0.30$0.02$0.29
2015Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.72$0.25$0.47
2014Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.75$0.16$0.58
2013Detailed filing. Detailed filing data is available for this year.$9.10$0.00$9.10$0.61$0.14$0.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.27$0.00$7.27$0.14
2011Summary only. Only limited summary data is available for this year.$5.86$0.00$5.86$0.15$0.18$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 18, 2025
Return Version
2024v5.1
Gross Receipts
$578,670
Mission and Program Overview

Mission

The purpose of the santa monica ymca endowment fund is to empower the ymca to proactively and promptly respond to our community's ever changing needs with funds available to explore and expand programs. Giving to the endowment fund can be through a direct gift or a planned giving vehicle.

Promoting the welfare of the santa monica family ymca.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$18,530,179$20,585,361▲ $2,055,182
Other Notes and Loans Receivable, Net$592,157$577,529▼ $14,628
Total Assets$19,161,712$21,201,200▲ $2,039,488
Other Assets Total$39,376$38,310▼ $1,066
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$17,841,884$19,350,740▲ $1,508,856
Net Assets With Donor Restrictions$1,319,828$1,850,460▲ $530,632
Total Net Assets Fund Balance$19,161,712$21,201,200▲ $2,039,488
Total Liabilities and Net Assets / Fund Balance$19,161,712$21,201,200▲ $2,039,488

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,319,828-▲ $155,006$32,681$1,442,153
2023$1,156,716-▲ $195,793$32,681$1,319,828
2022$1,424,159-▼ $234,762$32,681$1,156,716
2021$1,305,434-▲ $151,311$32,586$1,424,159
2020$1,173,746$2,100▲ $162,174$32,586$1,305,434
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleOtherTotal
Araceli AlejandreChief Operating Officer$133,697$133,697

Board Members and Trustees

NameTitle
Tully WatsonBoard Chair
David K NelsonChairman
Don CohenTrustee
Fred KuhnsTrustee
John McintireTrustee
Judi BarkerTrustee
Sharon Perlmutter GavinTrustee
Richard E LawrenceTrustee & Secretary
Hodge Patterson IvChief Executive Officer
James HaljunEmeritus
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$578,670
Other Revenue
$0
Change in Net Assets
$578,670
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
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
Audit committee
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The audit committee and the executive committee of the board of directors of the santa monica family ymca will review the form 990 before it is filed. All endowment trustees will receive a copy of the form 990 before it is filed.”

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

“Orientation & conflict of interest policy are reviewed and signed annually.”

Form 990, Part VI, Section C, Line 19

“BY REQUEST”

FORM 990, PART VII, COMPENSATION OF TRUSTEES:

“Ex-officio trustee, ms. Tara pomposini, received compensation from the santa monica family ymca in her capacity as ceo of that organization. Hodge patterson, iv, received compensation from the santa monica family ymca in his capacity as the ceo of that organization.”

Filing and Contact Details

Filer

Filer Name
Santa Monica Ymca Endowment Fund
EIN
95-3691421
Phone
3103932721
Address
1332 6TH STREET, SANTA MONICA, CA 90401-1434

Signing Officer

Name
Hodge Patterson
Title
CEO, Smfymca
Phone
3103932721
Signed
2025-06-18

Organization Details

Principal Officer
Hodge Patterson
Formed
1982
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Quigley & Miron
Address
3580 WILSHIRE BLVD 1755, LOS ANGELES, CA 90010
Preparer
Armen Grigorian
Phone
2136393550
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfers to santa monica family ymca -134,929.”

Financial Statement Notes

PART V, LINE 4:

“The trustees may, in their absolute discretion, contribute only the income from permanently restricted net assets to support the santa monica family ymca.”

PART X, LINE 2:

“Accounting standards require an organization to evaluate its tax positions and provide for a liability for any positions that would not be considered "more likely than not" to be upheld under a tax authority examination. Management has evaluated its tax positions and has concluded that a provision for a tax liability is not necessary at december 31, 2024. Generally, the organization's information returns remain open for examination three years (federal) or four year (state of california) from the date of filing.”

Raw XML AppendixShowing 400 of 445 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
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IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HODGE PATTERSON CEO SMFYMCA
IRS990/BooksInCareOfDetail/PhoneNum03103932721
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01322 6TH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA MONICA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0904011434
IRS990/BusinessRlnWith35CtrlEntInd00
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IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0578670
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
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IRS990/CYTotalFundraisingExpenseAmt00
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IRS990/CYTotalRevenueAmt0578670
IRS990/DecisionsSubjectToApprovaInd00
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IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE TRUSTEES MAY, IN THEIR ABSOLUTE DISCRETION, CONTRIBUTE ONLY THE INCOME FROM PERMANENTLY RESTRICTED NET ASSETS TO THE SANTA MONICA FAMILY YMCA IN SUPPORT OF ITS 501(C)(3) EXEMPT PURPOSE.
IRS990/DescribedInSection501c3Ind01
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt921167
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1012609
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID K NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES HALJUN
IRS990/Form990PartVIISectionAGrp/PersonNm2JUDI BARKER
IRS990/Form990PartVIISectionAGrp/PersonNm3FRED KUHNS
IRS990/Form990PartVIISectionAGrp/PersonNm4DON COHEN
IRS990/Form990PartVIISectionAGrp/PersonNm5RICHARD E LAWRENCE
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN MCINTIRE
IRS990/Form990PartVIISectionAGrp/PersonNm7SHARON PERLMUTTER GAVIN
IRS990/Form990PartVIISectionAGrp/PersonNm8TULLY WATSON
IRS990/Form990PartVIISectionAGrp/PersonNm9HODGE PATTERSON IV
IRS990/Form990PartVIISectionAGrp/PersonNm10ARACELI ALEJANDRE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
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IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF OPERATING OFFICER
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IRS990/MissionDesc0THE PURPOSE OF THE SANTA MONICA YMCA ENDOWMENT FUND IS TO EMPOWER THE YMCA TO PROACTIVELY AND PROMPTLY RESPOND TO OUR COMMUNITY'S EVER CHANGING NEEDS WITH FUNDS AVAILABLE TO EXPLORE AND EXPAND PROGRAMS. GIVING TO THE ENDOWMENT FUND CAN BE THROUGH A DIRECT GIFT OR A PLANNED GIVING VEHICLE.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NondeductibleContributionsInd00
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IRS990/OperateHospitalInd00
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
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IRS990/PYRevenuesLessExpensesAmt0582708
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt042319
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0625027
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0578670
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0951643380
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SANTA MONICA FAMILY YMCA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01319828
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01442153
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0155006
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt032681
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01156716
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01319828
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0195793
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt032681
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01424159
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01156716
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-234762
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt032681
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01305434
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01424159
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0151311
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt032586
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01173746
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02100
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01305434
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0162174
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt032586
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.50000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES MAY, IN THEIR ABSOLUTE DISCRETION, CONTRIBUTE ONLY THE INCOME FROM PERMANENTLY RESTRICTED NET ASSETS TO SUPPORT THE SANTA MONICA FAMILY YMCA.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ACCOUNTING STANDARDS REQUIRE AN ORGANIZATION TO EVALUATE ITS TAX POSITIONS AND PROVIDE FOR A LIABILITY FOR ANY POSITIONS THAT WOULD NOT BE CONSIDERED "MORE LIKELY THAN NOT" TO BE UPHELD UNDER A TAX AUTHORITY EXAMINATION. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS AND HAS CONCLUDED THAT A PROVISION FOR A TAX LIABILITY IS NOT NECESSARY AT DECEMBER 31, 2024. GENERALLY, THE ORGANIZATION'S INFORMATION RETURNS REMAIN OPEN FOR EXAMINATION THREE YEARS (FEDERAL) OR FOUR YEAR (STATE OF CALIFORNIA) FROM THE DATE OF FILING.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.50000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0203640
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt013383
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0HODGE PATTERSON IV
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHIEF EXECUTIVE OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0217023
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE AUDIT COMMITTEE AND THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF THE SANTA MONICA FAMILY YMCA WILL REVIEW THE FORM 990 BEFORE IT IS FILED. ALL ENDOWMENT TRUSTEES WILL RECEIVE A COPY OF THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORIENTATION & CONFLICT OF INTEREST POLICY ARE REVIEWED AND SIGNED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BY REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EX-OFFICIO TRUSTEE, MS. TARA POMPOSINI, RECEIVED COMPENSATION FROM THE SANTA MONICA FAMILY YMCA IN HER CAPACITY AS CEO OF THAT ORGANIZATION. HODGE PATTERSON, IV, RECEIVED COMPENSATION FROM THE SANTA MONICA FAMILY YMCA IN HIS CAPACITY AS THE CEO OF THAT ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRANSFERS TO SANTA MONICA FAMILY YMCA -134,929.
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 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII, COMPENSATION OF TRUSTEES:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SANTA MONICA FAMILY YMCA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0951643380
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROMOTE PHYSICAL EDUCATION AND FITNESS FOR ALL AGES.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(A)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01332 6TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANTA MONICA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0904011434
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0134929
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt138310
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH TRANFERS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1INTEREST ON TEGNER NOTE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SANTA MONICA FAMILY YMCA
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1SANTA MONICA FAMILY YMCA
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1R
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt019161712
IRS990/TotalAssetsEOYAmt021201200
IRS990/TotalAssetsGrp/BOYAmt019161712
IRS990/TotalAssetsGrp/EOYAmt021201200
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt00
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt019161712
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt021201200
IRS990/TotalOtherCompensationAmt033776
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0578670
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00

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