2023-09-21T12:47:31-05:00 2022-12-31 630721243 BORLAND BENEFIELD PC 800 SHADES CREEK PARKWAY - SUITE 875 BIRMINGHAM AL 35209 990 2022-01-01 630288881 LEGACY YMCA LEGA 2054261211 1501 FOURTH AVENUE SOUTHWEST BESSEMER AL 35203 MICHAEL TALERICO DIRECTOR 2054261211 2023-08-16 1 MICHAEL TALERICO 999009999 0 JEFF A O'NEAL P00833275 2058027212 2023-08-07 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHAEL TALERICO 1501 FOURTH AVENUE SOUTHWEST BESSEMER AL 35203 1364103 0 X WWW.LEGACYYMCA.ORG X 1920 AL TO PROVIDE A VARIETY OF QUALITY PROGRAMS TO INDIVIDUALS OF ALL AGES, OF ALL RACES AND FROM ALL SOCIO-ECONOMIC BACKGROUNDS IN AN ATMOSPHERE OF CHRISTIAN LOVE AND UNDERSTANDING ALL THE WHILE SEEKING TO PROMOTE THE SPIRITUAL, MENTAL AND PHYSICAL WELFARE OF PERSONS EMPHASIZING REVERENCE TO GOD, CARING, HONESTY, RESPECT, AND RESPONSIBILITY. 15 15 125 50 0 0 271355 131084 984224 1214018 266 -4588 15290 13382 1271135 1353896 0 0 0 0 726662 765611 0 0 0 605484 701436 1332146 1467047 -61011 -113151 3251767 3112036 135058 108478 3116709 3003558 X TO PROVIDE A VARIETY OF QUALITY PROGRAMS TO INDIVIDUALS OF ALL AGES, OF ALL RACES AND FROM ALL SOCIO-ECONOMIC BACKGROUNDS IN AN ATMOSPHERE OF CHRISTIAN LOVE AND UNDERSTANDING ALL THE WHILE SEEKING TO PROMOTE THE SPIRITUAL, MENTAL AND PHYSICAL WELFARE OF PERSONS EMPHASIZING REVERENCE TO GOD, CARING, HONESTY, RESPECT, AND RESPONSIBILITY. 0 0 1084030 1214018 THE LEGACY YMCA IS A CHARITABLE AND CHRISTIAN FAITH BASED COMMUNITY SERVICE ORGANIZATION THAT INCLUDES MEN, WOMEN, AND CHILDREN OF ALL AGES, ABILITIES, INCOMES, RACES AND RELIGIONS. WE ARE DEDICATED TO BUILDING STRONG KIDS, STRONG FAMILIES AND STRONG COMMUNITIES BY PUTTING CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT PROMOTE HEALTHY LIFESTYLES, STRONG VALUES, LEADERSHIP DEVELOPMENT AND COMMUNITY INTERACTION. OUR YMCA WELCOMES INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY AND OFFERS LOW FEES AND FINANCIAL ASSISTANCE FOR PARTICIPATION. OUR YMCA WAS FOUNDED AND IS LED BY REPRESENTATIVE VOLUNTEERS FROM OUR COMMUNITY. IN ADDITION TO POLICY VOLUNTEERS, THE Y IS STRENGTHENED BY VOLUNTEER LEADERSHIP IN ROLES AS MENTORS, COACHES, TEACHERS, AND PEER GROUP HELPERS. 1084030 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 125 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X KATIE DUGAS-TRUSS 2054261211 1501 FOURTH AVENUE SOUTHWEST BESSEMER AL 35023 MIKE MCCOY CHAIRMAN 1.00 X X 0 0 0 CHARLES KING CO-CHAIRMAN 1.00 X X 0 0 0 JASON JEWELL FINANCE CHAIRMAN 1.00 X X 0 0 0 SHAUN WILSON IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 CHRISTINA ALMANZA MEMBER 1.00 X 0 0 0 BRYONDA COLLINS MEMBER 1.00 X 0 0 0 JONI HOLT MEMBER 1.00 X 0 0 0 JOSH COOK MEMBER 1.00 X 0 0 0 LERA ELLIOTT MEMBER 1.00 X 0 0 0 TODD PADEN MEMBER 1.00 X 0 0 0 WILLIAM E PARSONS JR MEMBER 1.00 X 0 0 0 BRANDON TODD MEMBER 1.00 X 0 0 0 CHARLIE WILKINSON MEMBER 1.00 X 0 0 0 CHRISTOPHER WILLIS MEMBER 1.00 X 0 0 0 JENA LARGE MEMBER 1.00 X 0 0 0 MICHAEL TALERICO EXECUTIVE DIRECTOR 40.00 X X 115673 0 0 115673 0 0 1 0 0 0 0 86864 44220 131084 AFFORDABLE HEALTH AND 624110 760365 760365 PROGRAM FEES 624110 255017 255017 CHILDCARE NETWORK 900099 175742 175742 AT-RISK FOOD REIMBURSE 900099 22894 22894 1214018 666 666 4953 10207 -5254 -5254 -5254 561 0 561 561 MISCELLANEOUS REVENUE 900099 12821 12821 12821 1353896 1226839 0 -4027 82836 55500 27336 597435 454703 142732 79059 59294 19765 6281 4711 1570 17885 13414 4471 5609 4207 1402 2475 1856 619 2033 1525 508 124145 93109 31036 68545 51409 17136 UTILITIES 126007 94505 31502 SUPPLIES 85372 64029 21343 REPAIR AND MAINTENANCE 78224 58668 19556 CONTRACT COST 68752 51564 17188 122389 75536 46853 1467047 1084030 383017 0 961976 1058131 126130 2947 990 12024 12024 4966068 2925177 2148690 2040891 3251767 3112036 31152 45839 103906 62639 135058 108478 X 3116709 3003558 3116709 3003558 3251767 3112036 -113151 0 X X 1 X 1 X 1 0 X 116558 146445 264556 114163 131082 772804 1385570 1347378 889363 984224 1214019 5820554 116 -152 495 459 1502244 1493671 1154414 1098387 1345101 6593817 0 0 0 6593817 558 1380 1184 266 666 4054 558 1380 1184 266 666 4054 22239 164622 171954 12821 371636 1502802 1517290 1320220 1270607 1358588 6969507 0.94610 0.94930 0.00060 0.00070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 703727 703727 3603219 2500115 1103104 181578 70193 111385 477544 354869 122675 2040891 LEASE LIABILITY 62639 62639 X 1353896 0 1353896 0 1353896 1467047 0 1467047 0 1467047 PART X, LINE 2: AS OF DECEMBER 31, 2022, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION FILES ANNUAL FORM 990 WITH THE INTERNAL REVENUE SERVICE AND ITS TAX RETURN FOR THE YEAR ENDED 2019 AND SUBSEQUENT YEARS REMAIN SUBJECT TO EXAMINATION BY TAX AUTHORITIES. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS PROVIDED TO THE CLIENT BEFORE THE RETURN IS FINALIZED. FORM 990, PART VI, SECTION B, LINE 12C THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS PERIODICALLY MONITORS COMPLIANCE WIHT THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS, WHICH IS AN INDEPENDENT BODY, REVIEWS AND APPROVES COMPENSATION OF ALL OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C. THE AUDIT COMMITTEE APPROVES THE HIRING AND RETENTION OF AN INDEPENDENT AUDITOR AND REVIEWS AND APPROVES THE AUDITED FIANCIAL STATEMENTS PREPARED BY THE INDEPENDENT AUDITOR. THE AUDIT COMMITTEE ALSO MEETS PERIODICALLY WITH THE INDEPENDENT AUDITOR.