YMCA FOUNDATION OF MIDDLE TENNESSEE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- YMCA FOUNDATION OF MIDDLE TENNESSEE (EIN 51-0196924)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-24
- IRS object ID
- 201242689349300534
- Schema version
- 2011v1.2
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-24T18:00:07-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621073578 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRASIER DEAN & HOWARD PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3310 WEST END AVENUE SUITE 550 | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510196924 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YMCA FOUNDATION OF MIDDLE TENNESSEE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | YMCA | NameControl |
| Phone | 6152599622 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CHURCH STREET | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 372033420 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT D IVY | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Date Signed | 2012-08-29 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SARA G MOON | Name |
| PTIN | P00034774 | PTIN |
| Phone | 6153836592 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT D IVY | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CHURCH STREET | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 372033420 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1900944 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.YMCAFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1969 | YearFormation |
| State Legal Domicile | TN | StateLegalDomicile |
| Activity Or Mission Description | ENDOWMENT FUND | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 47 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 45 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 47 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 140362 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1100640 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 135092 | InvestmentIncomePriorYear |
| Investment Income Current Year | 160248 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 275454 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1260888 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 185188 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 187038 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 96741 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 195863 | OtherExpensePriorYear |
| Other Expenses Current Year | 134024 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 381051 | TotalExpensesPriorYear |
| Total Expenses Current Year | 321062 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -105597 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 939826 | RevenuesLessExpensesCY |
| Total Assets BOY | 5156062 | TotalAssetsBOY |
| Total Assets EOY | 5902857 | TotalAssetsEOY |
| Total Liabilities BOY | 79620 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 78296 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5076442 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5824561 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 182530 | Expense |
| Grants | 182038 | Grants |
| Revenue | 0 | Revenue |
| Description | 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 2011, THE FOUNDATION MADE GRANTS TO THE YMCA TOTALING $182,038. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5000 | Expense |
| Grants | 5000 | Grants |
| Revenue | 0 | Revenue |
| Description | 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 2011, THESE FUNDS WERE USED TO SUPPORT CHARITABLE ORGANIZATIONS IN NASHVILLE, IN THE AMOUNT OF $5,000. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 187530 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 47 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 45 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER OLDHAM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6152599622 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CHURCH STREET | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37203 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (51 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| GEORGE L YOWELL | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| JAMES A WEBB III | ||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| R WALTER HALE III | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| RONALD F KNOX JR | ||||||
| CHAIR-ELECT | 1.00 | X | X | 0 | 0 | 0 |
| BEN S KIMBROUGH SR | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| CHARLES C MARTIN JR | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| CHRISTY COLE | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| CLIFFORD HARRISON JR | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| DOUGLAS A SMALL | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| DOYLE RIPPEE | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| FLORENCE DAVIS | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| FRANCIS S GUESS | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| FRANK F DROWOTA III | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| GEORGE H CATE JR | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| GEORGE PUST | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| GRACE A TOMKINS | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| GRANBERY JACKSON III | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| H LEE BARFIELD II | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| HOMER B GIBBS | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| J HUNTER ATKINS | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| JACQUELYN GUTHRIE | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| JAMES LAWRENCE | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| JAMES W GRANBERY | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| LAWRENCE STUMB JR | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| LEILANI BOULWARE | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| LINDA REBROVICK | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| LOUIS TODD JR | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| M LEE SMITH | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| MARK WRIGHT | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| MARSHALL T POLK III | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| RALPH MOSLEY | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| RICHARD HOLTON | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| ROBERT H NAPIER | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| ROBERT J BRADSHAW | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| ROBERT MCNEILLY III | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| ROUPEN M GULBENK | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| SANDRA FULTON | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| STEWART BRONAUGH | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| SYDNEY R MCCLAIN | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| TOM SHERRARD | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| WALTER G KNESTRICK | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM B WADLINGTON | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM E KNESTRICK | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM E TURNER JR | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM I HENDERSON | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM M WILSON | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM T DELAY | ||||||
| BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | |
| JOHN MARK JOHNSON | ||||||
| CEO | 2.00 | X | 0 | 374401 | 47071 | |
| PETER OLDHAM | ||||||
| CHIEF ADMINISTRATIVE OFFICER | 15.00 | X | 0 | 212984 | 29709 | |
| ROBERT D IVY | ||||||
| CHIEF FINANCIAL OFFICER | 1.00 | X | 0 | 165561 | 2869 | |
| SUZANNE ILER | ||||||
| SVP OF PHILANTHROPY | 45.00 | X | 0 | 128159 | 19519 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 881105 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 99168 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 1100640 | AllOtherContributions |
| Noncash Contributions | 35635 | NoncashContributions |
| Total Contributions | 1100640 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 0 | Description |
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 140154 | TotalRevenueColumn |
| Exclusion | $140,154 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 660150 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 640056 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20094 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20094 | TotalRevenueColumn |
| Exclusion | $20,094 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1260888 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $160,248 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187038 | Total |
| Program Services | 187038 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13205 | Total |
| Management And General | 13205 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3000 | Total |
| Fundraising | 3000 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28041 | Total |
| Management And General | 1090 | ManagementAndGeneral |
| Fundraising | 26951 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4746 | Total |
| Management And General | 4746 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising | Program ServicesProgramServices |
|---|---|---|---|---|
| LEASED EMPLOYEE EXPENSES | 74701 | 17750 | 56951 | |
| PERSONNEL EXPENSES | 9839 | 9839 | ||
| MISCELLANEOUS EXPENSE | 492 | 492 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 321062 | Total |
| Program Services | 187530 | ProgramServices |
| Management And General | 36791 | ManagementAndGeneral |
| Fundraising | 96741 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13746 | BOY |
| EOY | 5661 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105884 | BOY |
| EOY | 676683 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31037 | BOY |
| EOY | 980 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4090 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 0 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 0 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4781966 | BOY |
| EOY | 4984994 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 219339 | BOY |
| EOY | 234539 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5156062 | BOY |
| EOY | 5902857 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6615 | BOY |
| EOY | 7820 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73005 | BOY |
| EOY | 70476 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79620 | BOY |
| EOY | 78296 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5011661 | BOY |
| EOY | 4869864 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64781 | BOY |
| EOY | 954697 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5076442 | BOY |
| EOY | 5824561 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5156062 | BOY |
| EOY | 5902857 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 939826 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -191707 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YMCA OF MIDDLE TN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620476243 | EIN |
| Type Of Organization | 7 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Amount | $182,038 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 182038 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 6 | NumberDAFsHeld |
| Number Funds Held | 0 | NumberFundsHeld |
| Donor Advised Contributions | 14917 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 0 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 5000 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 0 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 63228 | AggregateDAFValue |
| Aggregate Fund Value | 0 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 64781 | BeginningOfYearBalance |
| Contributions | 942973 | Contributions |
| Investment Earnings Or Losses | 0 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 53057 | GrantsOrScholarships |
| End Of Year Balance | 954697 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 92810 | BeginningOfYearBalance |
| Contributions | 221 | Contributions |
| Investment Earnings Or Losses | 0 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 28250 | GrantsOrScholarships |
| End Of Year Balance | 64781 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 128821 | BeginningOfYearBalance |
| Contributions | 3302 | Contributions |
| Investment Earnings Or Losses | 0 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 39313 | GrantsOrScholarships |
| End Of Year Balance | 92810 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 156128 | BeginningOfYearBalance |
| Contributions | 193 | Contributions |
| Investment Earnings Or Losses | 0 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 27500 | GrantsOrScholarships |
| End Of Year Balance | 128821 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 1.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIABILITY ASSOCIATED W/CHARITABLE GIFT ANNUITIES | Description |
| Amount | $70,476 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 70476 | TotalOfAmounts |
| Total Revenue | 1260888 | TotalRevenue |
| Total Expenses | 321062 | TotalExpenses |
| Excess Or Deficit For Year | 939826 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -171633 | NetUnrealizedGLOnInvestments |
| Investment Expenses | -28967 | InvestmentExpenses |
| Other | $8,893 | OtherAmount |
| Total Adjustments | -191707 | TotalAdjustments |
| Excess Or Deficit Per FS | 748119 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1069181 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -171633 | NetUnrealizedGainsInvestments |
| Other Revenues | 8893 | OtherRevenues |
| Revenue Not Rptd F990 | -162740 | RevenueNotRptdF990 |
| Revenue Subtotal | 1231921 | RevenueSubtotal |
| Investment Expenses Not Included | 28967 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 28967 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1260888 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 321062 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 321062 | ExpensesSubtotal |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 321062 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Intended uses of endowment funds | Schedule D, Part V, Line 4 | 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. |
| FIN 48 (ASC 740) footnote | Schedule D, Part X, Line 2 | 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, 2008 THROUGH 2011. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YMCA OF MIDDLE TENNESSEE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CHURCH STREET | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 620476243 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 182038 | AmountOfCashGrant |
| Purpose Of Grant | GENERAL FUND | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for monitoring use of grant funds | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| 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 NASHVILLE-BASED 501C(3) ORGANIZATIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN MARK JOHNSON | |||||||||||||
| 0 | 305192 | 0 | 57000 | 0 | 12209 | 0 | 43463 | 0 | 3608 | 0 | 421472 | 0 | 0 |
| ROBERT D IVY | |||||||||||||
| 0 | 164721 | 0 | 0 | 0 | 840 | 0 | 0 | 0 | 2869 | 0 | 168430 | 0 | 0 |
| PETER OLDHAM | |||||||||||||
| 0 | 192872 | 0 | 19272 | 0 | 840 | 0 | 25457 | 0 | 4252 | 0 | 242693 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Arrangement used to establish the top management official's compensation | Identifier |
| Return Reference | Schedule J, Part I, Line 3 | ReturnReference |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 35635 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Explanations of reporting method for number of contributions | Schedule M, Part I | SECURITIES - PUBLICLY TRADED: NUMBER OF CONTRIBUTIONS. |
| Third parties used to solicit, process, or sell noncash contributions | Schedule M, Part I, Line 32b | THE YMCA OF MIDDLE TENNESSEE HAS A STOCK ACCOUNT FOR THE PURPOSE ONLY OF ACCEPTING STOCK GIFTS. THE YMCA NOTIFIES THE BROKER TO SELL THE STOCK AS SOON AS IT IS RECEIVED. |
| Number of contributions or items contributed. | Schedule M, part I, column (b), Line 9 | NUMBER OF CONTRIBUTIONS. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Family/business relationships amongst interested persons | Form 990, Part VI, Section A, Line 2 | BILL KNESTRICK & WALTER KNESTRICK - FAMILY RELATIONSHIP, JAMES A. WEBB AND JAMES W. GRANBERY - BUSINESS RELATIONSHIP |
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11b | 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. SEPARATELY, THE ORGANIZATION SENDS THE FORM 990 TO EACH MEMBER OF ITS INVESTMENT/FINANCE COMMITTEE REQUESTING THEIR REVIEW PRIOR TO THE 990 BEING FILED WITH THE IRS. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | 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 NOTE HIS OR HER ABSTENTION AND, WHERE APPROPRIATE, LEAVE THE ROOM DURING DISCUSSION OF THE ACTION. |
| Governing documents, conflict of interest policy and financial statements available to the public | Form 990, Part VI, Section C, Line 19 | THE FOUNDATION'S FORM 990 IS AVAILABLE TO THE PUBLIC ON ITS WEBSITE, WWW.YMCAFOUNDATION.ORG. ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| Other changes in net assets or fund balances | Form 990, Part XI, Line 5 | NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - -171633; PRIOR PERIOD ADJUSTMENTS - 0; CSV LIFE INSURANCE - 15200; CHANGE IN VALUE OF SPLIT - INTEREST AGREEMENTS - -6307; INVESTMENT EXPENSES - -28967; |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YMCA OF MIDDLE TENNESSEE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CHURCH STREET | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620476243 | EIN |
| Primary Activities | SEE PART VII | PrimaryActivities |
| Legal Domicile State | TN | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PRIMARY ACTIVITY | Identifier |
| Return Reference | PART II, COLUMN (B) | ReturnReference |
| 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. | Explanation |