2025-06-16T16:22:22+00:00 2024-12-31 760269860 Blazek & Vetterling 2900 Weslayan Ste 200 Houston TX 77027 990 2024-01-01 760555562 Young Mens Christian Association of the Greater Houston Area Endowment Foun dation YOUN 7136595566 3110 Hayes Rd 300 Houston TX 77082 Stephen Ives President / CEO 7136595566 2025-06-16 true Kurt Coburn P01638285 7134395739 2025-06-16 2024 2025-03-06 01:10:19Z X Stephen Ives 3110 Hayes Rd 300 Houston TX 77082 12587872 false X www.ymcahouston.org X 1997 TX The YMCA Endowment Foundation exists to furnish assistance and support to the charitable and educational undertakings of the YMCA of Greater Houston - both now and into the future. 16 16 0 16 4668 3301 3960062 638928 0 229862 1427110 0 4189924 2066038 600750 681501 0 0 0 0 100102 122220 700852 803721 3489072 1262317 20138280 22563867 0 0 20138280 22563867 The YMCA Endowment Foundation exists to furnish assistance and support to the charitable and educational undertakings of the YMCA of Greater Houston - both now and into the future. The assets of the Endowment fund are prudently managed for the future, while the interest from the fund is invested in programs and services meeting today's most pressing needs. false false 681501 681501 The YMCA Endowment Foundation exists to furnish assistance and support to the charitable and educational undertakings of the YMCA of Greater Houston - both now and into the future. For more than 120 years, the YMCA of Greater Houston has embraced the balanced strength of spirit, mind and body. We have stood for caring, honesty, respect, responsibility and faith. We've put Judeo-Christian principles into practice, and we have met the ever-changing needs of children, families and communities throughout the metropolitan Houston area. Our commitment to living our charitable mission each and every day keeps us strong and focused. Although grounded in our historical values, the YMCA continues to search for and collaborate on new solutions to our communities' needs. The YMCA remains fully committed to bringing our board and staff members, friends, facility members and donors closer to our mission in all we do. For friends and donors desiring to leave a legacy of support to the YMCA, gifts of a lifetime can be made through the YMCA Endowment Foundation. The Endowment Foundation exists to ensure crucial dollars are designated to furnish assistance and support to the charitable and educational undertakings of the YMCA today and for generations to come. The assets of the endowment fund are prudently managed for the future, while the interest from the fund is invested in programs and services meeting today's most pressing needs. As a charitable association, the YMCA of Greater Houston depends on philanthropy to meet our mission, and the YMCA Endowment is a vital part of ensuring that our values and goals continue in the years ahead. 681501 true true false false false false false false false true false true false false false false false true false false true false false false false false false true false true false false false false false false false true false false false false false false false true false false false false true 0 0 0 true true false false false false false false false false false false false X 16 16 false false false false false true false true true false false false true true true true true true false false false false X Lauren Rome 7137589126 3110 Hayes Rd Ste 300 Houston TX 77082 Charles E Comiskey Vice Chair 1.0 1.0 X X 0 0 0 Jeni Ellis Halliday Chair 1.0 1.0 X X 0 0 0 Andrew Keller Director 1.0 0.0 X 0 0 0 Beth Shea Director 1.0 0.0 X 0 0 0 Bill Palko Director 1.0 0.0 X 0 0 0 Carlos Valdez Jr Director 1.0 0.0 X 0 0 0 D Bradley McWilliams Director 1.0 1.0 X 0 0 0 Howard Tellepsen Director 1.0 1.0 X 0 0 0 Jennifer Chiang Director 1.0 0.0 X 0 0 0 Jim Schier Director 1.0 1.0 X 0 0 0 John S Arnoldy Director 1.0 1.0 X 0 0 0 Keith Herndon Director 1.0 1.0 X 0 0 0 Ronnie Hallenberger Director 1.0 0.0 X 0 0 0 Stephen Fetterman Director 1.0 1.0 X 0 0 0 Tom Friedman Director 1.0 0.0 X 0 0 0 Tommy Ikard Director 1.0 0.0 X 0 0 0 Jennifer Garcia Treasurer / CFO 1.0 40.0 X 0 316798 38660 Jennifer Lopez Secretary / Chief of Staff 1.0 40.0 X 0 339863 60203 Stephen Ives President and CEO 1.0 40.0 X 0 656260 80474 0 1312921 179337 0 false true false Icon Wealth Partners 1980 Post Oak Blvd Ste 1300 Houston TX 77056 Investment management 120265 1 0 0 0 0 0 638928 24674 638928 0 0 0 0 0 542233 0 4323 537910 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 11406711 0 10521834 0 884877 0 884877 0 345 884532 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2066038 0 4668 1422442 681501 681501 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 120265 0 120265 0 1955 0 1955 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 803721 681501 122220 0 34705 143675 71323 67345 0 0 0 0 0 0 0 0 17738230 19313157 1861000 2981189 0 433022 58501 20138280 22563867 0 0 0 0 0 0 0 0 0 0 0 0 X 12461893 13566760 7676387 8997107 20138280 22563867 20138280 22563867 1262317 1163270 0 0 0 0 X false true true false X X 1 YMCA of Greater Houston Area 741109737 7 true 803721 0 1 803721 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20138280 638928 2470115 683456 22563867 14481071 3960062 2299864 602717 20138280 16572577 1666242 -3161476 596272 14481071 14081995 798312 2201002 507232 1500 16572577 13004116 71760 1301322 293703 1500 14081995 0.6013 0.2789 0.1198 false false Closely-held equity interests Financial derivatives REIT and Regulated Investment Company 2431963 F Private Equity Limited Partnership 549226 F 2981189 167903443 1163270 165475901 166639171 1264272 120265 681501 801766 2066038 166311425 166309470 166309470 1955 120265 681501 801766 803721 Schedule D, Part V, Line 4 Intended uses of endowment funds The Endowment Funds are held for the purpose of furnishing assistance and support to the charitable and educational programs of the YMCA of the Greater Houston Area. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Revenue of YMCA Greater Houston - XXX-XX-XXXX Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Grant to YMCA Greater Houston - 681501 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Expenses of YMCA Greater Houston - XXX-XX-XXXX Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Grant to YMCA Greater Houston - 681501 Central America and the Caribbean 0 0 Investments 105024 0 0 0 0 0 0 105024 0 105024 false false true true false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Other:FMV of investmtents true YMCA of Greater Houston Area 3110 Hayes Rd Ste 300 Houston TX 77082 741109737 501(c)(3) 608501 General support 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. The YMCA Endowment Foundation only makes grants to its supported organization, the YMCA of Greater Houston. The close connection between the organizations serves to monitor the use of the funds. false false false false false false false false false Stephen Ives President and CEO 0 656260 0 0 0 0 0 68915 0 11559 0 736734 0 0 Jennifer Lopez Secretary / Chief of Staff 0 339863 0 0 0 0 0 40784 0 19419 0 400066 0 0 Jennifer Garcia Treasurer / CFO 0 316798 0 0 0 0 0 38016 0 644 0 355458 0 0 Schedule J, Part I, Line 3 The compensation and performance of the president and CEO of the YMCA of the Greater Houston Area are reviewed annually by the executive compensation Committee of the Board of directors. An independent nationally recognized compensation firm provides not-for-profit compensation comparability data for all senior-level positions to the executive compensation committee as required for compliance with the regulations of section 4958 of the internal revenue code. The executive compensation committee has reviewed and deemed reasonable the compensation of all senior staff in compliance with IRS regulations. Icon Wealth Partners LLC Subs. contributor 120265 Investment management false Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Vacancies occurring on the Board of Directors are filled by the affirmative vote of a majority of the members of the Board of Directors of the Young Men's Christian Association of the Greater Houston Area ("YMCA"). Additionally, directors may be removed from office by the affirmative vote of 2/3 of the members of the Board of Directors of the YMCA. Form 990, Part VI, Line 11b Review of form 990 by governing body The CFO, together with Blazek & Vetterling, presents Form 990 to the Finance Committee for their detailed review. Upon completion of the review process, the Finance Committee accepts Form 990 as presented. The Finance Committee Chair briefs the YMCA Board of Directors of their review. Prior to filing, Form 990 is posted on the organization's website accessible through a secure portal for board members' review. Form 990, Part VI, Line 12c Conflict of interest policy The YMCA of Greater Houston Endowment Foundation has adopted a comprehensive Conflict of Interest policy. The Policy requires each Director, Officer, Trustee, Volunteer and Employee of the Association to make full disclosure of any interest which might result in a conflict on their part. The Policy clearly defines potential conflicts of interest and requires disclosure of potential conflicting interests in certain business transactions. The Policy further requires Directors, Officers, Trustees, Selected Volunteers and selected Employees to review the policy annually and disclose any potential conflicts of which the Board should be made aware. The President annually makes a report to the Executive Committee based on the disclosure forms submitted. Form 990, Part VI, Line 19 Required documents available to the public These documents are available to the public upon request. They are provided as either a hard copy or an electronic copy. Form 990, Part VIII, Line 2f Other Program Service Revenue - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; YMCA of Greater Houston 3110 Hayes Rd Ste 300 Houston TX 77082 741109737 Practice Judeo-Christian principles through programs TX 501(c)(3) 7 NA false false true false false false false false false false false false false true true true false true false false