YMCA FOUNDATION OF MIDDLE TENNESSEE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- YMCA FOUNDATION OF MIDDLE TENNESSEE (EIN 51-0196924)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-15
- IRS object ID
- 201632289349301228
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-15T10:01:11-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621073578 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRASIER DEAN & HOWARD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3310 WEST END AVE STE 550 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510196924 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YMCA FOUNDATION OF MIDDLE TENNESSEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YMCA | BusinessNameControlTxt |
| Phone | 6152599622 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CHURCH STREET | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 372033420 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH W HARWELL | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Signature | 2016-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARA G MOON | PreparerPersonNm |
| PTIN | P00034774 | PTIN |
| Phone | 6153836592 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH W HARWELL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CHURCH STREET | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 372033420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $407,817 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.YMCAFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | ENDOWMENT FUND | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 37 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $580,518 | PYContributionsGrantsAmt |
| CY Contributions Grants | $192,256 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $222,718 | PYInvestmentIncomeAmt |
| CY Investment Income | $206,050 | CYInvestmentIncomeAmt |
| PY Other Revenue | $567 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $803,803 | PYTotalRevenueAmt |
| CY Total Revenue | $398,306 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $754,505 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $356,431 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $21,600 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $37,479 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $53,934 | PYOtherExpensesAmt |
| CY Other Expenses | $46,467 | CYOtherExpensesAmt |
| PY Total Expenses | $808,439 | PYTotalExpensesAmt |
| CY Total Expenses | $424,498 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,636 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$26,192 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,317,785 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,904,791 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $55,551 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $145,579 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,262,234 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,759,212 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ORGANIZATION MAINTAINS A PERMANENT ENDOWMENT FUND FOR THE BENEFIT OF THE YMCA OF MIDDLE TENNESSEE, AS ITS TRUSTEES IN THEIR DISCRETION DEEM BEST, GIVING PRIORITY TO THE USE OF ENDOWMENT FUNDS FOR MAJOR MAINTENANCE, MODERNIZATION OR EXPANSION OF FACILITIES, EXTENSION OF SERVICES, AND DEVELOPING AND TRAINING PROFESSIONAL LEADERSHIP. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $322,553 | ExpenseAmt |
| Grant | $322,553 | GrantAmt |
| Desc | THE FOUNDATION MAINTAINS AN ENDOWMENT FUND FOR THE EXCLUSIVE BENEFIT OF THE YMCA OF MIDDLE TENNESSEE. EARNINGS ON THE ENDOWMENT ARE USED FOR PROGRAMS AND SERVICES OF THE YMCA. DURING 2015, THE FOUNDATION MADE GRANTS TO THE YMCA TOTALING $322,553. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $34,454 | ExpenseAmt |
| Grant | $33,878 | GrantAmt |
| Desc | IN ADDITION TO THE ENDOWMENT FUND, THE FOUNDATION ALSO MAINTAINS A FEW SMALL "PHILANTHROPIC FUNDS." SIMILAR TO DONOR ADVISED FUNDS, PRINCIPAL AND EARNINGS ON THESE FUNDS ARE USED TO SUPPORT THE CHARITABLE INTERESTS OF THE INDIVIDUALS WHO ESTABLISHED THEM. DURING 2015, THESE FUNDS WERE USED TO SUPPORT 5 CHARITABLE ORGANIZATIONS IN NASHVILLE, TN AND 1 CHARITABLE ORGANIZATION IN PALM BEACH, FL , IN THE AMOUNT OF $33,878. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $357,007 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER OLDHAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6152599622 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CHURCH STREET | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37203 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| R WALTER HALE III | |||||||
| SECRETARY | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RONALD F KNOX JR | |||||||
| BOARD CHAIR | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM SPITZ | |||||||
| TREASURER | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| J HUNTER ATKINS | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| H LEE BARFIELD II | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| WOOD CALDWELL | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE H CATE JR | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JOYCE I COOK | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| FLORENCE DAVIS | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE GEMMATO-SMITH | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| HOMER GIBBS | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ROUPEN M GULBENK | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| CLIFFORD HARRISON JR | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM I HENDERSON | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ROY JORDAN | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| WALTER G KNESTRICK | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JAMES LAWRENCE | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| WALT LEAVER | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM LEE | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH LEVI | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES C MARTIN JR | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD MURPHY | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT H NAPIER | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE PUST | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| LINDA REBROVICK | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS A SMALL | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| BLAINE SMITH | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM E TURNER JR | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM B WADLINGTON | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JAMES A WEBB III | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM M WILSON | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| BRENDA WYNN | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MR JAMES W GRANBERY | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| FRANCIS S GUESS | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JACQUELYN D GUTHRIE | |||||||
| BOARD OF DIRECTORS | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| PETER OLDHAM | |||||||
| CHIEF ADMINISTRATIVE OFFICER | 15.0 | Yes (X) | $0 | $201,964 | $29,025 | 30.0 | |
| JULIE SISTRUNK | |||||||
| SR VP OF PHILANTHROPY | 20.0 | Yes (X) | $0 | $175,758 | $27,262 | 25.0 | |
| DAN DUMMERMUTH | |||||||
| PRESIDENT AND CEO | 2.0 | Yes (X) | $0 | $324,522 | $37,794 | 45.0 | |
| JOSEPH W HARWELL | |||||||
| CHIEF FINANCIAL OFFICER | 5.0 | Yes (X) | $0 | $6,770 | $0 | 45.0 | |
| ROBERT D IVY | |||||||
| CHIEF FINANCIAL OFFICER | 1.0 | Yes (X) | $0 | $142,688 | $21,429 | 45.0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $851,702 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $115,510 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $17,843 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $174,413 | AllOtherContributionsAmt |
| Total Contributions | $192,256 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| Social Responsibility | $0 | $0 |
| Healthy Living | $0 | $0 |
| Youth Development | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $205,586 | TotalRevenueColumnAmt |
| Exclusion | $205,586 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,975 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,511 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $464 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $464 | TotalRevenueColumnAmt |
| Exclusion | $464 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $17,843 | ContriRptFundraisingEventAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $398,306 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $206,050 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,431 | TotalAmt |
| Program Services | $356,431 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139 | TotalAmt |
| Management And General | $139 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,200 | TotalAmt |
| Management And General | $8,200 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,600 | TotalAmt |
| Fundraising | $21,600 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49 | TotalAmt |
| Management And General | $49 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,825 | TotalAmt |
| Fundraising | $3,825 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,182 | TotalAmt |
| Management And General | $1,182 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $656 | TotalAmt |
| Management And General | $656 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| LEASED EMPLOYEE EXPENSES | $19,786 | $19,786 | ||
| DONOR APPRECIATION EXPENSE | $11,788 | $11,788 | ||
| MISCELLANEOUS EXPENSES | $842 | $266 | $576 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,498 | TotalAmt |
| Program Services | $357,007 | ProgramServicesAmt |
| Management And General | $30,012 | ManagementAndGeneralAmt |
| Fundraising | $37,479 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,071 | BOYAmt |
| EOY | $149,261 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $341,309 | BOYAmt |
| EOY | $628,757 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,000 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,590,800 | BOYAmt |
| EOY | $6,821,726 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,605 | BOYAmt |
| EOY | $304,047 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,317,785 | BOYAmt |
| EOY | $7,904,791 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,262 | BOYAmt |
| EOY | $8,070 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $89,000 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,289 | BOYAmt |
| EOY | $48,509 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,551 | BOYAmt |
| EOY | $145,579 | EOYAmt |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,308,517 | BOYAmt |
| EOY | $6,804,495 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $953,717 | BOYAmt |
| EOY | $954,717 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,262,234 | BOYAmt |
| EOY | $7,759,212 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,317,785 | BOYAmt |
| EOY | $7,904,791 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$26,192 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$447,237 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$37,371 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $7,778 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YMCA OF MIDDLE TN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620476243 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $322,553 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $322,553 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (true) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | false | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part IV, Section A, Line 6 Support to other supported orgs | THE FOUNDATION ALSO MAINTAINS A FEW SMALL "PHILANTHROPIC FUNDS". SIMILAR TO DONOR ADVISED FUNDS, PRINCIPAL AND EARNINGS ON THESE FUNDS ARE USED TO SUPPORT THE CHARITABLE INTERESTS OF THE INDIVIDUALS WHO ESTABLISHED THEM. DURING 2015, THESE FUNDS WERE USED TO SUPPORT CHARITABLE ORGANIZATIONS IN NASHVILLE, TN AND PALM BEACH, FL, IN THE AMOUNT OF $33,878. |
| Schedule A, Part IV, Section C, Line 1 Majority director detail | The involvement of the supported organization's, YMCA of Middle Tennessee, CAO, CFO, & CDO supervising the Foundation activities establishes Type II status. Over 25% of the support organization's board members are also board members of the supported organization. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 4 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $8,000 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $39,378 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $61,317 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $953,717 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| End Year Balance | $954,717 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $953,717 | BeginningYearBalanceAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| End Year Balance | $953,717 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $954,697 | BeginningYearBalanceAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $980 | AdministrativeExpensesAmt |
| End Year Balance | $953,717 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $954,697 | BeginningYearBalanceAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| End Year Balance | $954,697 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,781 | BeginningYearBalanceAmt |
| Contributions | $942,973 | ContributionsAmt |
| Grants Or Scholarships | $53,057 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| End Year Balance | $954,697 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIABILITY ASSOCIATED W/CHARITABLE GIFT ANNUITIES | Desc |
| Amt | $48,509 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $48,509 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$78,524 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$447,237 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $7,778 | OtherRevenueAmt |
| Revenue Not Reported | -$439,459 | RevenueNotReportedAmt |
| Revenue Subtotal | $360,935 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $37,371 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $37,371 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $398,306 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $424,498 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $424,498 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $424,498 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE ORGANIZATION'S ENDOWMENT FUNDS BENEFIT THE YMCA OF MIDDLE TENNESSEE, GIVING PRIORITY TO MAJOR MAINTENANCE, MODERNIZATION OR EXPANSION OF FACILITIES, EXTENSION OF SERVICES, AND DEVELOPING AND TRAINING PROFESSIONAL LEADERSHIP |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The Foundation qualifies as a not-for-profit organization exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. No provision for federal income taxes is included in the accompanying financial statements. The Organization files a U.S. federal Form 990 for organizations exempt from income tax and a U.S. federal Form 5227, a split-interest trust information return, for the pooled income fund. The Foundation follows Financial Accounting Standards Board Accounting Standards Codification ("FASB ASC") guidance related to unrecognized tax benefits. The guidance clarifies the accounting for uncertainty in income taxes recognized in an organization's financial statements. This guidance prescribes a minimum probability threshold that a tax position must meet before a financial statement benefit is recognized. The minimum threshold is defined as a tax position that is more likely than not to be sustained upon examination by the applicable taxing authority, including resolution of any related appeals or litigation processes, based on the technical merits of the position. The tax benefit to be recognized is measured as the largest amount of benefit that is greater than fifty percent likely of being realized upon ultimate settlement. The Foundation has no tax penalties or interest reported in the accompanying financial statements. Tax years that remain open for examination include years ended December 31, 2012 through 2015. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | CSV LIFE INSURANCE - 13834 VALUE OF SPLIT INT AGREEMENT - -6056 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAXKO T2 CONSULTING | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 UNIVERSITY PARK PLACE | AddressLine1Txt |
| Address Line2 | SUITE 500 | AddressLine2Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRASING CONSULTATION SERVICES | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Retained By Contractor | $21,600 | RetainedByContractorAmt |
| Net To Organization | -$21,600 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $21,600 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$21,600 | TotalNetToOrganizationAmt |
| Licensed States | TN | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ADAM STEIN YDC | Event1Nm |
| Gross Receipts Event1 | $17,843 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $17,843 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $0 | GrossRevenueEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $17,843 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $17,843 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $0 | GrossRevenueTotalEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| YMCA OF MIDDLE TENNESSEE | ||||||||
| 1000 CHURCH STREET | NASHVILLE | TN | 37203 | 620476243 | 501 (c)(3) | $322,553 | GENERAL FUND | |
| CHEEKWOOD BOTANICAL GARDEN & MUSEUM OF ART | ||||||||
| 1200 FORREST PARK DRIVE | NASHVILLE | TN | 37205 | 620627921 | 501(C)(3) | $10,000 | GENERAL FUND | |
| JEWISH FEDERATION OF NASHVILLE AND MIDDLE TENNESSEE | ||||||||
| 801 PERCY WARNER BLVD | NASHVILLE | TN | 37205 | 626077703 | 501(C)(3) | $6,459 | GENERAL FUND | 102 |
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33417 | 590948696 | 501(C)(3) | $6,459 | GENERAL FUND | |
| THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE | ||||||||
| 3833 CLEGHORN AVENUE | NASHVILLE | TN | 37215 | 621471789 | 501(C)(3) | $6,459 | GENERAL FUND | SUITE 400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | The Foundation does not monitor the use of grant funds. Grants are primarily made to the YMCA of Middle Tennessee and/or to, a much lesser extent, other 501c(3) organizations. The majority of the other 501c(3) organizations are Nashville based. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER OLDHAM | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFICER | $0 | $200,865 | $0 | $0 | $0 | $1,099 | $0 | $21,890 | $0 | $7,135 | $0 | $230,989 | $0 | $0 |
| JULIE SISTRUNK | ||||||||||||||
| SR VP OF PHILANTHROPY | $0 | $175,002 | $0 | $0 | $0 | $756 | $0 | $19,265 | $0 | $7,997 | $0 | $203,020 | $0 | $0 |
| DAN DUMMERMUTH | ||||||||||||||
| PRESIDENT AND CEO | $0 | $323,548 | $0 | $0 | $0 | $974 | $0 | $34,259 | $0 | $3,535 | $0 | $362,316 | $0 | $0 |
| ROBERT D IVY | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $0 | $139,233 | $0 | $0 | $0 | $3,455 | $0 | $15,717 | $0 | $5,712 | $0 | $164,117 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 15 COMPENSATION OF OFFICERS AND EMPLOYEES | THE FOUNDATION DOES NOT COMPENSATE ITS OFFICERS OR EMPLOYEES. SUCH PERSONS ARE COMPENSATED BY THE YMCA OF MIDDLE TENNESSEE. THE YMCA AND THE YMCA FOUNDATION MUTUALLY AGREE UPON THE PERCENTAGE OF TIME THAT FOUNDATION EMPLOYEES DEDICATE TO THEIR FOUNDATION DUTIES, AND THE FOUNDATION REIMBURSES THE YMCA FOR THAT PERCENTAGE OF THEIR COMPENSATION. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE YMCA'S CFO WORKS WITH THE FOUNDATION'S AUDITORS TO PREPARE THE 990. AFTER BEING REVIEWED BY THE CFO , THE 990 IS DISTRIBUTED TO BOARD MEMBERS VIA E-MAIL AND/OR REGULAR MAIL PRIOR TO ITS BEING FILED WITH THE IRS. BOARD MEMBERS ARE AFFORDED WHAT THE ORGANIZATION BELIEVES TO BE A REASONABLE AMOUNT OF TIME TO REVIEW THE 990. BOARD MEMBERS ARE REQUESTED TO NOTIFY THE CFO WHEN THEY HAVE COMPLETED THEIR REVIEW. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE ORGANIZATION UTILIZES THE CONFLICTS COMMITTEE OF THE YMCA OF MIDDLE TENNESSEE, WHICH IS COMPOSED OF 3 VOLUNTEERS. THIS COMMITTEE ANNUALLY DISTRIBUTES A COPY OF THE FOUNDATION'S CONFLICTS POLICY AND A DISCLOSURE STATEMENT TO ALL FOUNDATION BOARD MEMBERS. ALL SUCH PERSONS MUST COMPLETE, SIGN AND RETURN THE DISCLOSURE STATEMENT. THE DISCLOSURE STATEMENTS ARE REVIEWED BY THE CONFLICTS COMMITTEE. THE CONFLICTS COMMITTEE HAS FULL POWER TO EVALUATE AND APPROVE OR DISAPPROVE ANY TRANSACTION PRESENTED AS A POTENTIAL CONFLICT. BOARD MEMBERS AND SENIOR EXECUTIVES ARE UNDER A CONTINUING RESPONSIBILITY TO NOTIFY THE CONFLICTS COMMITTEE ABOUT POTENTIAL CONFLICTS THAT MAY ARISE PRIOR TO THE DISTRIBUTION OF THE NEXT ANNUAL DISCLOSURE STATEMENT. ANY MEMBER OF THE FOUNDATION'S BOARD WHO HAS A POTENTIAL CONFLICT OF INTEREST IN A SPECIFIC ACTION UNDER CONSIDERATION AT A BOARD MEETING IS EXPECTED TO RECUSE HIM/HERSELF FROM ANY INFLUENCE ON SUCH ACTION, REQUEST THE MINUTES OF THE MEETING NOTING HIS OR HER ABSTENTION AND, WHERE APPROPRIATE, LEAVE THE ROOM DURING DISCUSSION OF THE ACTION. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE FOUNDATION'S FORM 990 IS AVAILABLE TO THE PUBLIC ON ITS WEBSITE, AND WWW.YMCAFOUNDATION.ORG. ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| 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: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CSV OF LIFE INSURANCE POLICIES - 13834; CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS - -6056; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YMCA OF MIDDLE TENNESSEE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CHURCH STREET | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620476243 | EIN |
| Primary Activities | SEE PART VII | PrimaryActivitiesTxt |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3 | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part II, Column (b) PRIMARY ACTIVITY | FormAndLineReferenceDesc |
| Explanation | A WORLDWIDE CHARITABLE FELLOWSHIP UNITED BY A COMMON LOYALTY TO JESUS CHRIST FOR THE PURPOSE OF HELPING PEOPLE GROW IN SPIRIT, MIND, AND BODY. | ExplanationTxt |