Sonoma County Family Ymca in Santa Rosa, California (CA)

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Sonoma County Family Ymca
Employer Identification Number (EIN)941265049
Name of OrganizationSonoma County Family Ymca
Address1111 College Ave, Santa Rosa, CA 95404-3905
ActivitiesYMCA, YWCA, YMCA, etc.
SubsectionCharitable Organization
Ruling Date04/1956
DeductibilityContributions are deductible
FoundationOrganization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2014
Assets$5,000,000 to $9,999,999
Income$5,000,000 to $9,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$7,280,500
Amount of Income$6,087,961
Form 990 Revenue Amount$6,086,000
National Taxonomy of Exempt Entities (NTEE)Human Services - Multipurpose and Other: Young Men's or Women's Associations (YMCA, YWCA, YWHA, YMHA)


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Amount of income in 2014: $6,087,961
Sonoma County Family Ymca: 

 $6,087,961
Other organizations performing similar types of work: 

 $4,257,632

Assets in 2014: $7,280,500
Sonoma County Family Ymca: 

 $7,280,500
Other organizations performing similar types of work: 

 $8,170,216

Expenses in 2013: $5,825,637
This organization: 

 $5,825,637
Other organizations performing similar types of work: 

 $3,761,605

Income to expenses ratio in 2013: 1.0
This organization: 

 1.0
Other organizations performing similar types of work: 

 1.1

Expenses allocated to program services in 2007: 88.3%
Sonoma County Family Ymca: 

 88.3%
Other organizations performing similar types of work: 

 84.6%

Number of employees in 2013: 388
This organization: 

 388
Other organizations performing similar types of work: 

 252

Employees paid over $100,000 in 2013: 0.3%
Sonoma County Family Ymca: 

 0.3%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 10.0%
This organization: 

 10.0%
Other organizations performing similar types of work: 

 20.8%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?No
Is the organization required to complete Schedule B, Schedule of Contributors?No
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?No
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?No
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?No
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?No
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?No
Did the organization maintain collections of works of art, historical treasures, or other similar assets?No
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?No
Did the organization report an amount for land, buildings, and equipment?Yes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?No
Did the organization report an amount for investments-program related that is 5% or more of its total assets?No
Did the organization report an amount for other assets that is 5% or more of its total assets?No
Did the organization report an amount for other liabilities?No
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?No
Did the organization obtain separate, independent audited financial statements for the tax year?Yes
Was the organization included in consolidated, independent audited financial statements for the tax year?No
Is the organization a school described in section 170(b)(1)(A)(ii)?No
Did the organization maintain an office, employees, or agents outside of the United States?No
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?No
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?No
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?No
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?No
Did the organization report more than $15,000 total of fundraising event gross income and contributions?No
Did the organization report more than $15,000 of gross income from gaming activities?No
Did the organization operate one or more hospital facilities?No
Did the organization attach a copy of its audited financial statements?No
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?No
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?No
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?Yes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?No
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?No
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?No
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?No
Did the organization engage in an excess benefit transaction with a disqualified person during the year?No
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?No
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?Yes
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?No
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?No
A family member of a current or former officer, director, trustee, or key employee?No
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?No
Did the organization receive more than $25,000 in non-cash contributions?No
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?No
Did the organization liquidate, terminate, or dissolve and cease operations?No
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?No
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?No
Was the organization related to any tax-exempt or taxable entity?No
Did the organization have a controlled entity within the meaning of section 512(b)(13)?No
Did the organization make any transfers to an exempt non-charitable related organization?No
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?No
Statements Regarding Other IRS Filings and Tax Compliance
20122013
The number reported in Box 3 of Form 109612
The number of Forms W-2G0
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?Yes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return388
Did the organization file all required federal employment tax returns?Yes
Did the organization have unrelated business gross income of $1,000 or more during the year?NoNo
Has it filed a Form 990-T for this year?No
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?No
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?No
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?No
Did the organization file Form 8886-T?No
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?No
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?No
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?No
Did the organization notify the donor of the value of the goods or services provided?No
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?No
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?No
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?No
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?No
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?No
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?No
Did the sponsoring organization make any taxable distributions under section 4966?No
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?No
Initiation fees and capital contributions$0$0
Gross receipts for public use of club facilities $0$0
Gross income from members or shareholders$0$0
Gross income from other sources$0$0
Is the organization filing Form 990 in lieu of Form 1041?No
The amount of tax-exempt interest received or accrued during the year$0
Is the organization licensed to issue qualified health plans in more than one state?No
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0
The amount of reserves on hand$0
Did the organization receive any payments for indoor tanning services during the tax year?No
Has it filed a Form 720 to report these payments?No
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$227,130
Total reportable compensation from related organizations$0
Total estimated amount of other compensation from the organization and related organizations$37,384
Total number of individuals who received more than $100,000 of reportable compensation from the organization1
Total number of independent contractors who received more than $100,000 of compensation from the organization0
Statement of Revenue
20122013
Total revenue$5,943,776$6,021,029
Contributions, Gifts, Grants and Other Similar Amounts$466,821$604,406
Program Service Revenue$5,423,112$5,327,349
0$1,886,374
0$1,736,135
0$697,619
0$683,155
0$324,066
All other program service revenue$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$21,320$24,409
Income from investment of tax-exempt bond proceeds$0$0
Royalties$0$0
Net rental income$8,693$11,619
Gross rents (Real / Personal)$0 / $8,693$0 / $11,619
Less: rental expenses (Real / Personal)$0 / $0$0 / $0
Rental income or (loss) (Real / Personal)$0 / $8,693$0 / $11,619
Net gain/loss from sales of assets other than inventory$-5,299$21,435
Gross amount from sales of assets other than inventory (Securities / Other)$230,126 / $0$74,719 / $0
Less: cost or other basis and sales expenses (Securities / Other)$235,425 / $0$53,284 / $0
Gain or (loss) (Securities / Other)$-5,299 / $0$21,435 / $0
Net income/loss from fundraising events$12,341$6,296
Gross income from fundraising events$12,341$6,296
Less: direct expenses$0$0
Net income/loss from gaming activities$0$0
Net income/loss from sales of inventory$827$383
Gross sales of inventory, less returns and allowances$4,037$3,284
Less: cost of goods sold$3,210$2,901
Miscellaneous Revenue$15,961$25,132
0$13,292
0$10,637
0$1,203
All other revenue$0
Statement of Functional Expenses
20122013
Total functional expenses$5,939,109$5,825,637
Grants and other assistance to domestic organizations and domestic governments$0
Grants and other assistance to domestic individuals$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, trustees, and key employees$0$0
Compensation not included above, to disqualified persons$0
Other salaries and wages$3,213,139$3,158,751
Pension plan accruals and contributions$192,267
Other employee benefits$324,874
Payroll taxes$238,058$234,098
Fees for services (non-employees)
Management$0
Legal$0
Accounting$0
Lobbying$0
Professional fundraising services$0$0
Investment management fees$0
Other$0
Advertising and promotion$77,803
Office expenses$0
Information technology$0
Royalties$0
Occupancy$477,928
Travel$14,560
Payments of travel or entertainment expenses for any federal, state, or local public officials$0
Conferences, conventions, and meetings$20,694
Interest$0
Payments to affiliates$0
Depreciation, depletion, and amortization$184,422
Insurance$0
Other expenses$308,685
Other expenses$266,831
Other expenses$153,987
Other expenses$124,296
Other expenses$286,441
Balance Sheet
20122013
Total assets$5,947,017$6,266,530
Cash - non-interest-bearing$450,106
Savings and temporary cash investments$1,208,436
Pledges and grants receivable, net$33,439
Accounts receivable, net$65,389
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$3,646
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0
Notes and loans receivable, net$0
Inventories for sale or use$0
Prepaid expenses and deferred charges$70,499
Land, buildings, and equipment: cost or other basis$3,580,795
Investments - publicly traded securities$854,220
Investments - other securities$0
Investments - program-related$0
Intangible assets$0
Other assets$0
Total liabilities$426,828$426,547
Accounts payable and accrued expenses$256,970
Grants payable$0
Deferred revenue$169,577
Tax-exempt bond liabilities$0$0
Escrow or custodial account liability$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0
Secured mortgages and notes payable to unrelated third parties$0$0
Unsecured notes and loans payable to unrelated third parties$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$0
Total net assets or fund balances$5,520,189$5,839,983
Unrestricted net assets$4,780,712
Temporarily restricted net assets$0
Permanently restricted net assets$1,059,271
Capital stock or trust principal, or current funds$0
Paid-in or capital surplus, or land, building, or equipment fund$0
Retained earnings, endowment, accumulated income, or other funds$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013)
2009 - 2013 Total
Public support$30,023,606
Subtotal$30,023,606
Gifts, grants, contributions, and membership fees received$2,772,733
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose$27,250,873
Gross receipts from activities that are not an unrelated trade or business under section 513$0
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
Less$0
Amounts received from disqualified persons$0
Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support$0
Total support$30,130,703
Public support$30,023,606
Subtotal$107,097
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$107,097
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975$0
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income$0
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$4,581,000$4,837,719$5,016,829$6,117,004$5,197,781$5,630,671$5,842,018$6,528,695
Contributions, gifts, grants, and similar amounts received$316,000$348,264$315,375$1,300,175$531,318$486,994$432,631$853,464
Contributions to donor advised funds$0$0
Direct public support$199,300$244,694$219,090$1,220,781$441,333$377,516$305,358$677,301
Indirect public support$116,700$103,570$96,285$79,394$89,985$109,478$127,273$176,163
Government contributions (grants)$0$0$0$0$0$0$0$0
Program service revenue including government fees and contracts$3,274,500$3,463,424$3,696,170$3,810,420$3,637,676$3,685,367$3,656,310$3,753,665
Membership dues and assessments$940,700$969,339$958,470$942,192$967,623$1,421,612$1,714,218$1,840,652
Interest on savings and temporary cash investments$16,200$21,431$16,940$32,215$23,173$9,113$11,430$15,229
Dividends and interest from securities$13,800$13,339$9,687$9,657$13,123$15,546$19,654$30,280
Net rental income or (loss)$11,300$14,445$14,444$15,716$13,938$16,439$16,474$13,891
Gross rents$11,300$14,445$14,444$15,716$13,938$16,439$16,474$13,891
Less: rental expenses$0$0$0$0$0$0$0$0
Other investment income$1,100$886$654$408$147$0$0$16,191
Gain or (loss) from sales of assets other than inventory$0$0$3,671$-603$-1,784$-18,175$-4,660$-3,658
Gross amount from sales of assets other than inventory$0$0$57,761$19,876$2,341$46,197$1,285$0
Less: cost or other basis and sales expenses$0$0$54,090$20,479$4,125$64,372$5,945$3,658
Net income or (loss) from special events and activities$2,000$3,122$-1,550$4,032$10,074$9,319$-6,002$7,979
Gross revenue$2,000$3,122$5,175$8,658$11,719$11,582$4,474$18,623
Less: direct expenses other than fundraising expenses$0$0$6,725$4,626$1,645$2,263$10,476$10,644
Gross profit or (loss) from sales of inventory$5,400$3,469$2,968$2,792$2,493$4,456$1,963$1,002
Gross sales of inventory, less returns and allowances$8,100$5,276$5,168$4,492$4,582$8,432$4,770$4,578
Less: cost of goods sold$2,700$1,807$2,200$1,700$2,089$3,976$2,807$3,576
Other revenue$0$0$0$0$0$0$0$0
Total expenses$4,413,300$4,675,600$4,981,897$4,999,596$5,062,658$5,368,600$5,684,872$6,038,652
Program services$3,632,000$3,812,652$4,022,628$3,926,919$3,899,620$4,180,816$4,966,328$5,331,634
Management and general$781,300$862,948$959,269$1,072,677$1,163,038$1,187,784$617,968$614,709
Fundraising$0$0$0$0$0$0$100,576$92,309
Payments to affiliates$0$0$0$0$0$0$0$0
Net assets or fund balances at end of year$2,525,600$2,770,235$2,908,407$4,110,077$4,318,399$4,653,470$4,921,810$5,416,208
Excess or (deficit) for the year$167,700$162,119$34,932$1,117,408$135,123$262,071$157,146$490,043
Net assets or fund balances at beginning of year$2,294,300$2,525,616$2,770,235$2,908,407$4,110,077$4,318,399$4,653,470$4,921,810
Other changes in net assets or fund balances$63,600$82,500$103,240$84,262$73,199$73,000$111,194$4,355
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$6,038,652$5,331,634$614,709$92,309
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$0$0$0$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$3,180,177$2,829,357$283,886$66,934
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$523,355$449,371$61,668$12,316
Payroll taxes$241,197$211,791$23,788$5,618
Professional fundraising fees$0$0$0$0
Accounting fees$0$0$0$0
Legal fees$0$0$0$0
Supplies$162,323$147,715$13,700$908
Telephone$38,142$18,401$19,741$0
Postage and shipping$21,223$15,463$5,513$247
Occupancy$490,559$484,399$6,160$0
Equipment rental and maintenance$257,518$246,127$11,391$0
Printing and publications$97,018$68,933$24,337$3,748
Travel$99,033$97,365$1,668$0
Conferences, conventions, and meetings$26,807$12,871$11,398$2,538
Interest$48,599$0$48,599$0
Depreciation, depletion, etc.$294,186$291,244$2,942$0
Other expenses not covered above$558,515$458,597$99,918$0
Balance Sheets
20002001200220032004200520062007
Total assets$3,609,600$3,870,757$4,217,022$5,533,770$6,348,315$6,431,592$6,350,739$6,532,615
Cash - non-interest-bearing$341,500$287,360$190,943$234,246$189,970$413,374$378,336$434,437
Savings and temporary cash investments$683,500$993,430$1,383,038$1,956,750$754,911$544,296$653,653$908,221
Accounts receivable less allowance for doubtful accounts$29,900$15,838$21,043$54,376$44,869$33,851$60,633$72,686
Pledges receivable less allowance for doubtful accounts$0$0$0$362,851$165,826$51,688$23,606$0
Grants receivable$0$0$0$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$16,400$12,710$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$8,724$4,493$0$0$0$0
Inventories for sale or use$0$0$0$0$0$0$0$0
Prepaid expenses and deferred charges$17,600$111,122$99,216$93,658$38,359$39,773$54,939$69,430
Investments - publicly-traded securities$380,478$487,714
Investments - other securities$205,000$202,569$211,471$250,848$298,971$322,093$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0$0$0$0
Investments - other$0$0$0$0$0$0$0$0
Land, buildings, and equipment less accumulated depreciation$2,315,700$2,247,728$2,302,587$2,576,548$4,855,409$5,026,517$4,799,094$4,560,127
Other assets, including program-related investments$0$0$0$0$0$0$0$0
Total liabilities$1,084,000$1,100,522$1,308,615$1,423,693$2,029,916$1,778,122$1,428,929$1,116,407
Accounts payable and accrued expenses$282,800$319,172$504,576$340,773$330,850$279,340$257,290$263,343
Grants payable$0$0$0$0$0$0$0$0
Deferred revenue$269,500$329,876$311,161$656,776$467,944$363,346$351,292$239,768
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0$0$0$0
Mortgages and other notes payable$531,700$451,474$131,011$426,144$272,102$259,575$168,650$86,442
Other liabilities$0$0$361,867$0$959,020$875,861$651,697$526,854
Total liabilities and net assets/fund balances$3,609,600$3,870,757$4,217,022$5,533,770$6,348,315$6,431,592$6,350,739$6,532,615
Total net assets or fund balances$2,525,600$2,770,235$2,908,407$4,110,077$4,318,399$4,653,470$4,921,810$5,416,208
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$4,581,000$4,837,719$5,016,829$6,111,474$5,197,781$5,630,671$5,842,018$6,528,695
Total revenue, gains, and other support per audited financial statements$4,583,700$4,839,526$5,019,029$6,117,800$5,199,870$5,637,447$5,891,700$6,536,161
Other expenses$2,700$1,807$2,200$6,326$2,089$6,776$49,682$7,466
Net unrealized gains on investments$0$0$0$0$0$0$0$0
Donated services and use of facilities$0$0$0$0$0$0$0$0
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$2,700$1,807$2,200$6,326$2,089$6,776$49,682$7,466
Other revenue$0$0$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$4,413,300$4,675,600$4,981,897$4,993,771$5,062,658$5,368,600$5,684,872$6,038,652
Total expenses and losses per audited financial statements$4,416,000$4,691,607$4,986,357$5,000,700$5,064,747$5,372,576$5,698,200$6,122,655
Other revenue$2,700$16,007$4,460$6,929$2,089$3,976$13,328$84,003
Donated services and use of facilities$0$0$0$0$0$0$0$0
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$0$14,200$2,260$603$0$0$0$0
Other$2,700$1,807$2,200$6,326$2,089$3,976$13,328$84,003
Other expenses$0$0$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
40$130,886$20,460$3,920
40$78,949$13,876$984
40$71,362$12,847$0
40$81,426$14,055$0
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings0
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?No
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?No
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 20060
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$1,002$5,674,229
Program service revenue
Program service revenue 1000000$000$0$6,450
Program service revenue 2000000$000$0$2,452
Program service revenue 3000000$000$0$30,176
Program service revenue 4000000$000$0$126,089
Program service revenue 5000000$000$0$3,588,498
000000$000$0$6,450
000000$000$0$2,452
000000$000$0$30,176
000000$000$0$126,089
000000$000$0$16,423
000000$000$0$76,387
000000$000$0$188,491
000000$000$0$845,036
000000$000$0$138,063
000000$000$0$5,824
000000$000$0$7,035
000000$000$0$147,487
000000$000$0$11,879
000000$000$0$62,210
000000$000$0$106,029
000000$000$0$72,808
000000$000$0$55,722
000000$000$0$124,194
000000$000$0$2,559
000000$000$0$5,505
000000$000$0$304,117
000000$000$0$24
000000$000$0$115,426
000000$000$0$641
000000$000$0$108,750
000000$000$0$130,823
000000$000$0$1,110
000000$000$0$46,632
000000$000$0$119,722
000000$000$0$1,277
000000$000$0$108,990
000000$000$0$157,972
000000$000$0$97,536
000000$000$0$194,150
000000$000$0$124,246
000000$000$0$161,022
000000$000$0$31,297
000000$000$0$7,557
000000$000$0$5,325
000000$000$0$6,230
000000$000$0$-1
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$1,840,652
Interest on savings and temporary cash investments000000$000$0$15,229
Dividends and interest from securities000000$000$0$30,280
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$13,891
Other investment income000000$000$0$16,191
Gain or (loss) from sales of assets other than inventory000000$000$0$-3,658
Net income or (loss) from special events000000$000$0$7,979
Gross profit or (loss) from sales of inventory000000$0Section 501(c)(3) organization - Income from an activity carried on primarily for the convenience of the organization's members, students, patients, visitors, officers, or employees (hospital parking lot or museum cafeteria, for example) (section 513(a)(2))$1,002$0
Other revenue000000$000$0$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$66,934$12,316$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that normally receives: less than 1/3 of its support from gross investment income and unrelated taxable business income and more than 1/3 of its support from contribution, membership fees
Support Schedule
19992000200120022003200420052006
Total$4,337,099$4,583,700$4,826,463$4,786,739$6,123,525$5,173,063$5,635,071$0
Gifts, grants, and contributions received$267,079$316,000$335,201$315,375$1,300,175$531,318$486,994$0
Membership fees received$943,437$940,700$969,339$958,470$942,192$967,623$1,421,612$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$3,089,233$3,295,900$3,486,267$3,486,267$3,839,286$3,637,678$3,685,367$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$37,350$31,100$35,656$26,627$41,872$36,444$41,098$0
Net income from unrelated business activities not included above$0$0$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$0$0$0$0$0$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Ymca Of San Diego County3708 Ruffin Rd, San Diego, CA 92123-1812CA1928-04$179,508,000
2Young Mens Christian Association Of Metropolitan Los Angeles, Metropolitan Los Angeles625 S New Hampshire Ave, Los Angeles, CA 90005-1342CA1988-01$164,245,505
3Young Mens Christian Association Of San Francisco50 California Street, San Francisco, CA 94111-4624CA1936-03$80,507,184
4Young Mens Christian Association Of The Central Bay Area, Ymca Of The Central Bay Area2111 Martin Luther King Jr Way, Berkeley, CA 94704-1108CA1943-01$35,272,381
5Young Mens Christian Association Of The East Bay2330 Broadway, Oakland, CA 94612-2415CA1937-09$33,714,531
6Young Womens Christian Association Of Greater Los Angeles California1020 S Olive Street 7th Floor, Los Angeles, CA 90015-1602CA1940-02$31,054,195
7Sonoma County Family Ymca1111 College Ave, Santa Rosa, CA 95404-3905CA1956-04$6,087,961
8Ywca Of San Diego County1012 C St, San Diego, CA 92101-5522CA1957-02$5,078,691
9Santa Maria Valley Young Mens Christian Association3400 Skyway Dr, Santa Maria, CA 93455-2504CA1966-02$2,504,091
10Young Mens Christian Association Of Greene County Tennessee404 Y St, Greeneville, TN 37745-6243TN1975-04$1,691,063
11Young Womens Christian Assoc Of Yonkers87 S Broadway, Yonkers, NY 10701-4004NY1956-05$1,650,727
12Young Mens Christian Association Of BeaumontPO BOX 150743, Lufkin, TX 75915-0743TX1937-12$9
13Channel Islands Young Mens Christian Association105 E Carrillo St, Santa Barbara, CA 93101-2110CA1943-01$17,391,223
14Young Men & Womens Hebrew Assn & Irene Kaufmann Centers5738 Forbes Ave, Pittsburgh, PA 15217-1563PA1961-04$17,350,931
15Young Mens Christian Association Of Metro North Inc2 Centennial Dr Ste 4a, Peabody, MA 01960-7919MA1938-01$14,951,124
16Young Mens Christian Association San Luis Obispo1020 Southwood Dr, Sn Luis Obisp, CA 93401-5813CA1966-05$2,706,141
17Ywca Of Contra Costa Sacramento1320 Arnold Dr Ste 170, Martinez, CA 94553-6537CA1946-07$2,444,657
18Wiseplace1411 N Broadway, Santa Ana, CA 92706-3904CA1948-03$1,277,412
19Young Womens Christian Association236 Monterey St, Salinas, CA 93901-3409CA1970-12$833,343
20University Young Womens Christian Association Berkeley California2600 Bancroft Way, Berkeley, CA 94704-1717CA1942-09$551,263
Number of organizations performing similar types of work
Alabama6
Arkansas1
Arizona3
California17
Colorado3
Connecticut11
District of Columbia3
Delaware2
Florida10
Georgia6
Hawaii1
Iowa7
Idaho4
Illinois15
Indiana12
Kansas5
Kentucky2
Louisiana4
Massachusetts10
Maryland2
Maine7
Michigan9
Minnesota5
Missouri9
Mississippi2
Montana1
North Carolina8
North Dakota1
Nebraska3
New Jersey19
New York16
Ohio18
Oklahoma2
Oregon1
Pennsylvania16
Rhode Island1
South Carolina6
South Dakota2
Tennessee3
Texas7
Virginia9
Vermont1
Washington8
Wisconsin9
West Virginia3
Wyoming1
Total291

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