Bristol Family Ymca Endowment Fund
- Assets
- $1.6m
- Revenue
- $78.1k
- Investments
- $0.0
- Employees
- 0
- Location
- Bristol, TN
- Founding
- 06/1974
- Data as of
- 12/2022
- EIN
- 23-7380047
Organization Overview
Bristol Family Ymca Endowment Fund is located in Bristol, TN. The organization was established in 1974. According to its NTEE Classification (P27) the organization is classified as: Young Mens or Womens Associations, under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bristol Family YMCA Endowment Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Bristol Family YMCA Endowment Fund generated $78.1k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (1.6%) each year. All expenses for the organization totaled $13.0k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (13.0%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO FINANCIALLY AID THE BRISTOL FAMILY YMCA IN ITS CHARITABLE MISSION.
Describe the Organization's Program Activity:
Part 3 - Line 4a
TO FINANCIALLY AID THE BRISTOL YMCA IN ITS CHARITABLE MISSION.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Robbie Phillips Trustee | Officer | 2 | $0 |
Steve Dixon Trustee | Trustee | 2 | $0 |
Sharon Callahan Trustee | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $1,241 |
| Investment income | $42,683 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $34,212 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $78,136 |
| Statement of Expenses | |
|---|---|
| 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 Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $1,850 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $11,182 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $13,032 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $94,589 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $1,519,039 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $4,020 |
| Total assets | $1,617,648 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $1,617,648 |
| Net assets with donor restrictions | $0 |
| 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 |
| Total liabilities and net assets/fund balances | $1,617,648 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Bristol Family Ymca Endowment Fund has recieved totaling $87.
| Awarding Organization | Amount |
|---|---|
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $87 |
Endowment Analysis
| Beg. Balance | $1,885,532 |
| Earnings | -$254,360 |
| Admin Expense | $13,032 |
| Ending Balance | $1,618,140 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Young Mens Christian Association Of East Tennessee Inc Knoxville, TN | $20,183,837 | $10,961,650 |
Young Mens Christian Association Of Metropolitan Huntsville Alabama Madison, AL | $22,320,519 | $8,744,941 |
Young Womens Christian Assn Of Birmingham Birmingham, AL | $13,001,297 | $7,430,254 |
Young Mens Christian Association Of Central Virgina Lynchburg, VA | $23,023,052 | $16,595,252 |
Rowan-Cabarrus Young Mens Christian Association Salisbury, NC | $32,001,921 | $10,260,216 |
Armed Services Ymca Of The Usa Woodbridge, VA | $35,722,939 | $11,255,609 |
Young Mens Christian Association Of High Point High Point, NC | $29,029,178 | $9,881,519 |
Jefferson City Area Ymca Jefferson City, MO | $22,688,382 | $7,837,925 |
Piedmont Family Young Mens Christian Association Inc Charlottesville, VA | $20,942,292 | $7,870,884 |
Ymca Of Catawba Valley Hickory, NC | $21,778,209 | $11,490,922 |
Gaston County Family Ymca Gastonia, NC | $28,027,430 | $5,981,734 |
Osage Prairie Ymca Inc Nevada, MO | $4,000,368 | $5,911,940 |