2026-06-24T13:12:01-05:00 2025-12-31 332394145 RM ADVISORY LLC 209 13TH AVE PLACE NW SUITE 200 HICKORY NC 28601 990 2025-01-01 560928743 YOUNG MEN'S CHRISTIAN ASSOCIATION OF CATAWBA VALLEY INC YOUN 8283249622 315 1ST AVE NW 104 HICKORY NC 28601 NAT AUTEN CEO 8283249622 2026-06-22 1 MATTHEW MCKINNEY P01707028 8283222070 2026-06-22 2025 2025-03-06 01:10:19Z YMCA OF CATAWBA VALLEY INC NAT AUTEN 315 1ST AVE NW SUITE 104 HICKORY NC 28601 15861548 0 X WWW.YMCACV.ORG X 1968 NC OUR MISSION AT THE YMCA IS "TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL." WE OFFER FINANCIAL ASSISTANCE TO INDIVIDUALS AND FAMILIES SO PROGRAMS ARE ACCESSIBLE TO EVERY PERSON IN OUR COMMUNITY REGARDLESS OF AGE, GENDER, RELIGION, ETHNICITY OR ECONOMIC CIRCUMSTANCE. OUR PROGRAMS FOCUS ON FOUR CORE VALUES - CARING, HONESTY, RESPECT AND RESPONSIBILITY. WE IDENTIFY NEEDS WITHIN OUR COMMUNITY AND RESPOND TO THEM SO THAT THE ENTIRE COMMUNITY BENEFITS FROM OUR EFFORTS. 24 24 914 1800 0 0 3261487 2596149 9857272 11653228 10585673 505602 53297 176309 23757729 14931288 0 0 0 0 7004931 8131095 0 0 26266 5984582 6889801 12989513 15020896 10768216 -89608 41897692 43418081 5954087 7111748 35943605 36306333 X TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. 0 0 6391158 8995738 FAMILY LIFE ACTIVITIES ARE DRIVEN BY OUR MISSION TO BUILD SPIRIT, MIND AND BODY, OFFER A PLACE TO BELONG, PEOPLE WHO CARE, AND FUN, AS WELL AS TO PROVIDE EFFECTIVE SOLUTIONS TO SOCIAL PROBLEMS. FAMILY LIFE ACTIVITIES INCLUDE CHILD CARE (FULL-DAY INFANT, TODDLER, AND PRESCHOOL, PART DAY PRESCHOOL PROGRAMS, SCHOOL-AGE CHILD CARE FOR ELEMENTARY AND MIDDLE-SCHOOLERS, SUMMER DAY CAMP, AND HOLIDAY CAMP). THIS ALSO INCLUDES FAMILY PROGRAMMING (FAMILY MEMBERSHIP, FAMILY ACTIVITY PROGRAMS, FATHER/DAUGHTER DANCE, PARENTING SKILLS PROGRAMS, FOOD SERVICE PROGRAMS, AND TEEN CHARACTER AWARDS. REVENUES ABOVE INCLUDE A PRO-RATA PORTION OF MEMBERSHIP DUES TOTALING $4,795,401.71 4402978 758379 WELLNESS AND FITNESS PROGRAMS FOR ADULTS & CHILDREN ARE DRIVEN BY OUR MISSION TO BUILD SPIRIT, MIND AND BODY, OFFER A PLACE TO BELONG, PEOPLE WHO CARE, AND FUN, AS WELL AS, PROVIDE EFFECTIVE SOLUTIONS TO SOCIAL PROBLEMS. EXAMPLES INCLUDE GROUP EXERCISE, HEALTH RISK/LIFESTYLE ASSESMENT, FITNESS TESTING, PERSONAL FITNESS PROGRAMS FOR THOSE STARTING OUT, PERSONAL TRAINING, PROGRAMS FOR PEOPLE WITH DISABILITIES, AND YOUTH FITNESS, INCLUDING PRESCHOOL MOVEMENT, PARENT-CHILD, AND TEEN EXERCISE.REVENUES INCLUDE PRO-RATA PORTION OF MEMBERSHIP DUES WHICH TOTAL $404,272.54 1604418 736199 AQUATIC PROGRAMS FOR ADULTS & CHILDREN ARE DRIVEN BY OUR MISSION TO BUILD SPIRIT, MIND AND BODY, OFFER A PLACE TO BELONG, PEOPLE WHO CARE, AND FUN, AS WELL AS TO PROVIDE EFFECTIVE SOLUTIONS TO SOCIAL PROBLEMS. EXAMPLES INCLUDE WATER EXERCISE CLASSES AND ARTHRITIS CLASSES, YOUTH AND ADULT SWIM INSTRUCTION, CPR AND FIRST AID, CLASSES FOR PEOPLE WITH DISABILITIES, COMPETITIVE SWIMMING AND WATER POLO, AND LIFE GUARDING INSTRUCTION.REVENUES ABOVE INCLUDE A PRO-RATA PORTION OF MEMBERSHIP DUES TOTALING $392,449.40 698228 1162912 SPORTS PROGRAMS FOR ADULTS & CHILDREN ARE DRIVEN BY OUR MISSION TO BUILD SPIRIT, MIND, AND BODY, AND OFFER A PLACE TO BELONG, PEOPLE WHO CARE, AND FUN. THEY ALSO PROVIDE EFFECTIVE SOLUTIONS TO SOCIAL PROBLEMS. EXAMPLES INCLUDE ADULT LEAGUES, YOUTH BASEBALL AND SOFTBALL, YOUTH BASKETBALL, VOLLEYBALL, SOCCER, HOCKEY, FLAG FOOTBALL, AND TENNIS.REVENUES ABOVE INCLUDE A PRO-RATA PORTION OF MEMBERSHIP DUES TOTALING $619,919.35 698228 1162912 13096782 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 6 0 1 914 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 1 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NC X X NAT AUTEN 8283249622 315 1ST AVE NW SUITE 104 HICKORY NC 28601 JOEY WILLIAMS LINCOLN BOARD CHAIR 0.50 X X 0 0 0 MIKE SWAN DIRECTOR 0.50 X 0 0 0 DARRELL JOHNSON DIRECTOR 0.50 X 0 0 0 STEVE HINDMAN SALLYS BOARD CHAIR 0.50 X X 0 0 0 TAMIKA GARRISON PHIFER BOARD CHAIR 0.50 X X 0 0 0 JOHN TEETER DIRECTOR 0.50 X 0 0 0 HAL HUFFMAN DIRECTOR 0.50 X 0 0 0 KELLY FARR VICE CHAIR 0.50 X X 0 0 0 RICHARD DOWDY DIRECTOR 0.50 X 0 0 0 JOHNNY SCOTT DIRECTOR 0.50 X 0 0 0 GRANT SMITH DIRECTOR 0.50 X 0 0 0 KARI DUNLAP TREASURER 0.50 X X 0 0 0 KEVIN BAXTER DIRECTOR 0.50 X 0 0 0 MICHAEL SIMMONS DIRECTOR 0.50 X 0 0 0 JON MERCER DIRECTOR 0.50 X 0 0 0 CLIFTON SMITH DIRECTOR 0.50 X 0 0 0 JENNIFER MCCRACKEN SECRETARY 0.50 X X 0 0 0 AVA TAYLOR FINANCIAL DEV CHAIR 0.50 X X 0 0 0 STUART BRIDGERS PAST TREASURER 0.50 X X 0 0 0 PAUL CARSWELL HICKORY BOARD CHAIR 0.50 X X 0 0 0 ERIC LEVIN CVO 0.50 X X 0 0 0 VIDAL SIPE PERSONNEL CHAIR 0.50 X X 0 0 0 MARK SEAMAN DIRECTOR 0.50 X 0 0 0 TIFFANI HART SHUFORD BOARD CHAIR 0.50 X X 0 0 0 PAXTON TALLENT EXECUTIVE DIRECTOR 40.00 X 119361 0 24194 DIANNA CLONINGER HR DIRECTOR 40.00 X 89412 0 19631 NAT AUTEN PRESIDENT/CEO 45.00 X 247056 0 39085 455829 0 82910 3 0 1 0 DAVID E LOOPER COMPANY INC 320 15TH STREET SE HICKORY NC 28602 RENOVATIONS / CONSTRUCTION 2881504 DAXKO LLC 600 UNIVERSITY PARK PLACE SUITE 50 BIRMINGHAM AL 35209 CRM AND ACCOUNTING SOFTWARE 294781 PATTON CLEANING 1686 OAKMONT DRIVE LENOIR NC 28645 CLEANING SERVICES 206601 CAROLINA FURNISHING & DESIGN 315 GRANT STREET WEST END NC 27376 FURNITURE DESIGN 122435 4 1157732 1438417 2596149 MEMBERSHIP DUES 900099 6212043 6212043 CHILDCARE AND FAMILY LIFE 624410 4200336 4200336 SPORTS PROGRAMS 900099 542993 542993 WELLNESS & FITNESS 900099 354106 354106 AQUATIC LIFE 900099 343750 343750 11653228 336796 336796 30925 0 30925 30925 30925 1005372 836566 168806 168806 168806 178792 86908 91884 91884 29512 6786 22726 22726 MISCELLANEOUS INCOME 900099 30774 30774 30774 14931288 11653228 0 681911 X 538738 538738 6406854 6101430 305424 304538 170930 133608 367661 367661 513304 455994 57310 1063 1063 8788 8788 15963 13517 2446 183577 148295 35282 75886 56338 19548 50498 35964 14534 178038 173393 4645 1363391 1227052 136339 244088 229437 14651 CONTRACT SERVICES 1172912 759710 413202 SUPPLIES 987985 980216 7769 UTILITIES 700369 700369 MISCELLANEOUS 427444 396888 30556 1479799 1270800 182733 26266 15020896 13096782 1897848 26266 5491003 4113042 1469489 1274587 30665 40053 46567576 16209922 22360546 30357654 5393030 6064990 7152959 1567755 41897692 43418081 1177523 352128 279112 222653 4497452 6536967 5954087 7111748 X 33432298 34473716 2511307 1832617 35943605 36306333 41897692 43418081 -89608 452336 0 X X 0 1 X 1 0 X 5958165 4919831 3535683 3261487 2596149 20271315 4732499 5905206 7457826 9857272 11653228 39606031 10686 11747 19317 19710 29512 90972 10701350 10836784 11012826 13138469 14278889 59968318 866728 866728 0 866728 866728 59101590 134199 161250 399872 567134 367721 1630176 134199 161250 399872 567134 367721 1630176 10835549 10998034 11412698 13705603 14646610 61598494 0.95950 0.94620 0.02650 0.02380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1063 1063 0 PART II-B, LINE 1: AMOUNT PAID WAS USED TO SUPPORT THE ADVOCACY EFFORTS ON BEHALF OF THE YMCA'S MISSION AND CAUSE WITH ELECTED OFFICIALS AND STAKEHOLDERS AT THE LOCAL, STATE, AND NATIONAL LEVELS. THE PAYEE IS THE NORTH CAROLINA ALLIANCE OF YMCA'S. 1000000 34499 34499 1000000 1000000 30313 30313 1000000 1000000 32093 32093 1000000 1000000 19173 19173 1000000 1000000 22940 22940 1000000 0 0 3436040 3436040 36089857 11673766 24416091 3518020 2335774 1182246 3409131 2092914 1316217 114528 107468 7060 30357654 X 15474448 452336 93694 546030 14928418 2870 2870 14931288 15111720 93694 93694 15018026 2870 2870 15020896 PART X, LINE 2: THE YMCA IMPLEMENTED THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. IN ACCORDANCE WITH THOSE STANDARDS, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF THE END OF THE CURRENT AND PRIOR YEAR, THE YMCA HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF MERCHANDISE SOLD 6,786. DIRECT FUNDRAISING EXPENSES 86,908. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE RE-CLASS 2,870. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF MERCHANDISE SOLD 6,786. DIRECT FUNDRAISING EXPENSES 86,908. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE RE-CLASS 2,870. TURKEY TROT 81346 81346 30835 GOLF TOURNAMENT 25302 25302 9525 1 72144 72144 46548 178792 178792 86908 86908 91884 X X 0 0 0 0 0 0 0 0 0 NAT AUTEN PRESIDENT/CEO 237056 0 10000 0 0 0 0 0 39085 0 286141 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE OF THE BOARD PERFORMS A YEARLY PERFORMANCE EVALUATION. FORM 990, PART VI, SECTION A, LINE 3 THE YMCA HAS A SHARED SERVICES AGREEMENT WITH YMCA OF WNC TO PROVIDE MOTHLY WRITE UP/COMPILATION WORK AND AID IN THE PREPARATION OF THE FINANCIAL STATEMENTS AND AUDIT. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND IS EMAILED TO THE ENTIRE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING THE RETURN. FORM 990, AS WELL AS THE AUDITED FINANCIAL STATEMENTS, ARE AVAILABLE IN PDF FORMAT ON THE ORGANIZATION'S WEBSITE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS RECUSE THEMSELVES FROM THE DISCUSSION AND VOTING ON ANY ISSUES THAT PRESENT A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF THE CEO IS BASED UPON ESTABLISHING GOALS OF THE ORGANIZATION AND ANNUAL EVALUATION COMPLETED BY THE EXECUTIVE COMMITTEE. THE PROCESS FOR DETERMINING COMPENSATION FOR ALL EMPLOYEES IN THE ORGANIZATION IS BASED UPON ANNUAL EVALUATION THAT MAY RESULT IN A MERIT SALARY INCREASE. THE FUNDS AVAILABLE FOR SALARY INCREASES IS DETERMINED DURING THE BUDGET PROCESS ON A GLOBAL BASIS FOR THE ENTIRE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS ARE PRESENTED TO THE BOARD OF DIRECTORS EACH YEAR AS AN AGENDA ITEM DURING A BOARD MEETING. IN ADDITION, THE ORGANIZATION'S POLICIES AND ALL GOVERNING DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE WWW.YMCACV.ORG FORM 990, PART IX, LINE 24E EXPENDABLE EQUIPMENT : PROGRAM SERVICE EXPENSES 314,859. MANAGEMENT AND GENERAL EXPENSES 6,880. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 321,739. DAYCARE EXPENSES : PROGRAM SERVICE EXPENSES 260,155. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 260,155. REPAIRS AND MAINTENANCE : PROGRAM SERVICE EXPENSES 215,485. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 215,485. NATIONAL AND LOCAL DUES : PROGRAM SERVICE EXPENSES 182,843. MANAGEMENT AND GENERAL EXPENSES 18,579. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 201,422. FOOD : PROGRAM SERVICE EXPENSES 127,030. MANAGEMENT AND GENERAL EXPENSES 21,088. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 148,118. BAD DEBT EXPENSE : PROGRAM SERVICE EXPENSES 25,427. MANAGEMENT AND GENERAL EXPENSES 83,112. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 108,539. SPECIAL EVENTS : PROGRAM SERVICE EXPENSES 36,726. MANAGEMENT AND GENERAL EXPENSES 41,752. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 78,478. TELEPHONE : PROGRAM SERVICE EXPENSES 57,174. MANAGEMENT AND GENERAL EXPENSES 8,278. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65,452. FIELD TRIPS : PROGRAM SERVICE EXPENSES 43,138. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,138. MISCELLANEOUS : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 26,266. TOTAL EXPENSES 26,266. POSTAGE : PROGRAM SERVICE EXPENSES 6,833. MANAGEMENT AND GENERAL EXPENSES 3,044. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,877. PRINTING : PROGRAM SERVICE EXPENSES 1,130. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,130. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE IS RESPONSIBLE FOR REVIEW OF THE ANNUAL AUDIT, REVIEW OF THE FORM 990 AND FOR PROVIDING DIRECTION REGARDING THE RETENTION / ENGAGEMENT OF AN AUDIT FIRM FOR ACCOUNTING SERVICES AND AUDITED FINANCIAL STATEMENTS. YMCA WAY OWNERS' ASSOCIATION INC HWY 70 CONOVER NC 28613 560896726 HOLDS WATERSHED LAND NC YMCA OF CATAWBA VALLEY INC C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0