2024-11-15T18:02:06-06:00 2023-12-31 911507971 BAUER EVANS INC PS 2911 BOND ST SUITE 200 EVERETT WA 98201 990 2023-01-01 237038211 YMCA EMERGENCY ASSISTANCE FUND YMCA 8008729622 101 N WACKER DRIVE CHICAGO IL 60606 STACIE PEUGH SECRETARY/TREASURER 8008729622 2024-11-13 1 0 CARLA ANDERSON CPA P00433611 4252526909 2024-11-13 2023 2024-10-15 13:58:12Z STACIE PEUGH 101 N WACKER DRIVE CHICAGO IL 60606 1624101 0 X N/A X 1966 RI THE EMERGENCY ASSISTANCE FUND PROVIDES FINANCIAL AID TO YMCA STAFF AND ALUMNI WHEN AN ACCIDENT, ILLNESS, DEATH OF A LOVED ONE, DISASTER OR OTHER CRISIS STRIKES AND MEANS OF NEEDED HELP ARE LIMITED OR HAVE BEEN EXHAUSTED. 15 15 0 16 0 0 106173 257644 0 0 3004 55123 0 0 109177 312767 244149 72983 0 0 0 0 0 0 0 28121 43106 272270 116089 -163093 196678 1849181 2116982 255822 152377 1593359 1964605 THE EMERGENCY ASSISTANCE FUND PROVIDES FINANCIAL AID TO YMCA STAFF AND ALUMNI WHEN AN ACCIDENT, ILLNESS, DEATH OF A LOVED ONE, DISASTER OR OTHER CRISIS STRIKES AND MEANS OF NEEDED HELP ARE LIMITED OR HAVE BEEN EXHAUSTED. 0 0 90399 72983 FOR NEARLY 100 YEARS EAF HAS SUPPORTED YMCA STAFF AND ALUMNI IN TIMES OF DISTRESS. NATIONAL DISASTERS, HEALTH CRISIS AND FAMILY EMERGENCIES CAN TRIGGER THE NEED FOR SUPPORT FUNDED BY THE VERY PEOPLE IT HELPS. EAF IS POSSIBLE THROUGH THE GENEROUS CONTRIBUTIONS OF ACTIVE AND RETIRED YMCA PROFESSIONALS. NO ONE EVER WANTS TO BE IN A POSITION TO NEED ASSISTANCE. THE STORIES OF EAF GRANT RECIPIENTS ARE INSPIRATIONAL TALES OF OVERCOMING OBSTACLES AND LIVING WITH UNEXPECTED CHALLENGES. THIRTY-NINE INDIVIDUALS RECEIVED GRANTS IN 2023. N/A N/A 90399 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 1 0 0 0 1 0 1 0 0 0 1 1 0 0 1 1 0 0 0 RI X NATL COUNCIL OF YMCAS OF THE USA 8008729622 N 101 WACKER DRIVE CHICAGO IL 60606 X ANTHONY WALTERS DIRECTOR 0.25 X 0 0 0 ED TOOLE DIRECTOR 0.25 X 0 0 0 GEORGE ROMELL DIRECTOR 0.25 X 0 0 0 JANET KAFKAS DIRECTOR 0.25 X 0 0 0 JEFF COGAN DIRECTOR 0.25 X 0 0 0 JEFF JOHNSON DIRECTOR 0.25 X 0 0 0 JIM HAVLICK CO-DIRECTOR 0.25 X 0 0 0 KELLY KAY DIRECTOR 0.25 X 0 0 0 MICKEY HAVLICK CO-DIRECTOR 0.25 X 0 0 0 SAL CISNEROS DIRECTOR 0.25 X 0 0 0 SANDY MORANDER DIRECTOR/VICE CHAIR 0.50 X X 0 0 0 SEAN ELLIOT DIRECTOR/CHAIR 0.50 X X 0 0 0 STACIE PEUGH DIRECTOR/SEC/TREAS 0.50 X X 0 0 0 TRACY MILLER DIRECTOR 0.25 X 0 0 0 SCOTT GOYER DIRECTOR 0.25 X 0 0 0 0 0 0 0 0 0 0 0 257644 257644 50304 50304 1316153 1311334 4819 4819 4819 312767 55123 0 0 X 72983 72983 9195 9195 17416 17416 13483 13483 799 799 BANK CHARGES 2213 2213 116089 90399 25690 0 165622 213685 110 12375 4800 0 1678649 1890922 1849181 2116982 4000 23899 251822 128478 255822 152377 X 1568198 1939444 25161 25161 1593359 1964605 1849181 2116982 196678 174568 0 X 1 X 0 0 0 X 128340 128713 118241 106173 257189 738656 128340 128713 118241 106173 257189 738656 5000 5000 0 5000 5000 733656 45020 42510 37265 34642 50304 209741 45020 42510 37265 34642 50304 209741 173360 171223 155506 140815 307493 948397 0.77360 0.74300 0.22120 0.25090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 COMMON STOCKS 1108251 F BONDS 630883 F OTHER INVESTMENTS 91914 F CASH EQUIVALENTS 59874 F 1890922 DUE TO Y-USA 128478 128478 X PART X, LINE 2: THE ORGANIZATION HAS EVALUATED ITS POTENTIAL EXPOSURE FOR UNCERTAIN TAX POSITIONS AND MANAGEMENT HAS EXPRESSED THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023. TAX RETURNS FOR THE PAST THREE TAX YEARS REMAIN OPEN FOR EXAMINATION BY TAX JURISDICTIONS. 0 MEDICAL 6 14064 PERSONAL 21 34146 PERSONAL/DISASTER 1 2500 MEDICAL/PERSONAL 11 22273 PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS ONCE A DETERMINATION FOR THE BASIS OF ECONOMIC NEED IS MADE, ALL REQUESTS FOR ASSISTANCE ARE MADE BY COMPLETING AN EAF GRANT APPLICATION FORM. AFTER A THOROUGH REVIEW OF THE APPLICATION, THE REGION CHAIR SUBMITS IT TO THE EAF CARING COMMITTEE WITH THEIR RECOMMENDATION. WITHIN 7 DAYS, THE CARING COMMITTEE RENDERS ITS DECISION TO APPROVE, DISAPPROVE OR MODIFY THE GRANT REQUEST. THE CARING COMMITTEE CONSISTS OF AN APPOINTED CHAIR, SELECTED MEMBERS, AND RETIRED REPRESENTATIVES. BOARD OF DIRECTORS SEE PART V 0 SCHEDULE L, PART V - ADDITIONAL INFORMATION PER THE TERMS OF THE ORGANIZATION'S BYLAWS, YMCA OF THE USA (Y-USA) NOMINATES AT LEAST TWO SEATS AND YMCA ALUMNI NOMINATES AT LEAST ONE SEAT ON THE BOARD OF DIRECTORS, WHICH IS TO CONSIST OF 15 DIRECTORS. ALL DIRECTORS ARE TO BE MEMBERS OF THE YMCA PROFESSIONAL NETWORK OR YMCA ALUMNI ORGANIZATIONS. Y-USA IS THE NATIONAL RESOURCE OFFICE FOR YMCA'S IN THE UNITED STATES. FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT DELEGATED ALL MANAGEMENT AND BOOKKEEPING SERVICES ARE PROVIDED BY STAFF OF YMCA OF THE USA (Y-USA), A 501(C)(3)ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF MEMBERS AND THEIR RIGHTS PER THE TERMS OF YEAF'S BYLAWS, YMCA OF THE USA (Y-USA) NOMINATES AT LEAST TWO SEATS AND YMCA ALUMNI NOMINATES AT LEAST ONE SEAT ON THE BOARD OF DIRECTORS, WHICH IS TO CONSIST OF 15 DIRECTORS. ALL DIRECTORS ARE TO BE MEMBERS OF THE YMCA PROFESSIONAL NETWORK OR YMCA ALUMNI ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 8B DOCUMENTATION BY COMMITEE EXPLANATION THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WHICH HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 FORM 990 IS PREPARED BY AN EXTERNAL CPA. THE FORM IS REVIEWED BY THE FINANCE COMMITTEE, AND THEN IT IS SUBMITTED TO THE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS DISCLOSURE EXPLANATION UPON REQUEST THE ORGANIZATION WILL PROVIDE COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC. FORM 990, PART IX, LINE 11G RETREAT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13483. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13483.