Ymca Of Kanawha Valley Endowmentfund Inc

YMCA Of Kanawha Valley Endowment Fund shows consistent asset growth despite fluctuating revenue and minimal expenses.

EIN: 203977915 · Charleston, WV · NTEE: N11 · Updated: 2026-03-28

$131KRevenue
$63KGross Revenue
$1.4MAssets
75/100Mission Score (Good)
N11
Ymca Of Kanawha Valley Endowmentfund Inc Financial Summary
MetricValue
Total Revenue$131K
Total Expenses$10K
Program Spending80%
Net Assets$1.3M
Transparency Score75/100

Is Ymca Of Kanawha Valley Endowmentfund Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Ymca Of Kanawha Valley Endowmentfund Inc directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Ymca Of Kanawha Valley Endowmentfund Inc

Ymca Of Kanawha Valley Endowmentfund Inc (EIN: 203977915) is a nonprofit organization based in Charleston, WV, classified under NTEE code N11. The organization reported total revenue of $131K and total assets of $1.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Ymca Of Kanawha Valley Endowmentfund Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

20Years Operating
SmallSize Classification
13Years of Filings
MixedRevenue Trajectory

Ymca Of Kanawha Valley Endowmentfund Inc is a small nonprofit that has been operating for 20 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -19.0%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$3K
Total Expenses$10K
Surplus / Deficit$-7,487
Total Assets$1.3M
Net Assets$1.3M
Operating Margin-266.1%
Months of Reserves1456.9 months

Financial Health Grade: B

In 2023, Ymca Of Kanawha Valley Endowmentfund Inc reported a deficit of $7K with expenses exceeding revenue, holds 1456.9 months of operating reserves (strong position).

Financial Trends

Over 13 years of filings (2011–2023), Ymca Of Kanawha Valley Endowmentfund Inc's revenue has declined at a compound annual growth rate (CAGR) of -19.0%.

YearRevenue ChangeExpense ChangeAsset Change
2023-52.8%-89.8%+13.7%
2022-97.1%+792.3%-18.7%
2021+179.0%-84.4%+8.9%
2020-52.8%-3.4%-3.9%
2019+312.9%+9.9%+22.8%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2006

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The YMCA Of Kanawha Valley Endowmentfund Inc. appears to be a relatively small endowment fund with fluctuating revenue and expenses over the past decade. In the latest period (202312), the organization reported revenue of $2,814 against expenses of $10,301, indicating a deficit for the year. Its assets have grown to $1,250,644, suggesting a focus on long-term asset management rather than extensive direct program spending. The organization consistently reports zero officer compensation, which is a positive indicator of efficient use of funds at the executive level and strong transparency regarding compensation practices. However, the low revenue figures relative to assets suggest it primarily functions as a holding entity for investments, with distributions likely supporting the main YMCA operations rather than direct program delivery by the endowment itself. The significant swings in revenue, such as $204,890 in 202112 compared to $2,814 in 202312, warrant further investigation to understand the underlying financial strategy and sources of income.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Ymca Of Kanawha Valley Endowmentfund Inc with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 20%
  • programs: 80%
  • fundraising: 0%

According to IRS 990 filings, Ymca Of Kanawha Valley Endowmentfund Inc allocates its expenses as follows: admin: 20%, programs: 80%, fundraising: 0%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$3KTotal Revenue
$10KTotal Expenses
$1.3MTotal Assets
$1.3MNet Assets
  • The organization reported a deficit of $7K, with expenses exceeding revenue.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that officers are not compensated by the endowment fund, which is highly favorable for resource allocation.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Ymca Of Kanawha Valley Endowmentfund Inc's IRS 990 filings:

  • Significant annual deficits in recent years (e.g., $2,814 revenue vs. $10,301 expenses in 202312; $5,961 revenue vs. $101,172 expenses in 202212).
  • Low revenue generation relative to total assets, suggesting potential underutilization of assets or a very conservative investment strategy.

Strengths

The following positive indicators were identified for Ymca Of Kanawha Valley Endowmentfund Inc:

  • Consistent asset growth over the past decade, from $1,041,627 in 201512 to $1,250,644 in 202312.
  • Zero officer compensation reported across all filings, indicating highly efficient use of funds at the executive level.
  • No reported liabilities in most recent filings, suggesting strong financial stability.
  • Strong transparency regarding executive compensation.

Frequently Asked Questions about Ymca Of Kanawha Valley Endowmentfund Inc

Is Ymca Of Kanawha Valley Endowmentfund Inc a legitimate charity?

Ymca Of Kanawha Valley Endowmentfund Inc (EIN: 203977915) is a registered tax-exempt nonprofit based in West Virginia. Our AI analysis gives it a Mission Score of 75/100. It has 13 years of IRS 990 filings on record. Total revenue: $131K. 2 red flags identified. 4 strengths noted. Financial health grade: B.

How does Ymca Of Kanawha Valley Endowmentfund Inc spend its money?

Ymca Of Kanawha Valley Endowmentfund Inc directs 80% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Ymca Of Kanawha Valley Endowmentfund Inc tax-deductible?

Ymca Of Kanawha Valley Endowmentfund Inc is registered as a tax-exempt nonprofit (EIN: 203977915). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Ymca Of Kanawha Valley Endowmentfund Inc compare to similar nonprofits?

With a transparency score of 75/100 (Good), Ymca Of Kanawha Valley Endowmentfund Inc is above average for NTEE category N11 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Ymca Of Kanawha Valley Endowmentfund Inc located?

Ymca Of Kanawha Valley Endowmentfund Inc is headquartered in Charleston, West Virginia and files with the IRS under EIN 203977915. It is classified under NTEE code N11.

How many years of IRS 990 filings does Ymca Of Kanawha Valley Endowmentfund Inc have?

Ymca Of Kanawha Valley Endowmentfund Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $131K in total revenue.

What is the primary purpose of the YMCA Of Kanawha Valley Endowmentfund Inc. given its low direct expenses and high assets?

The organization appears to function primarily as an endowment, managing assets to generate income for the main YMCA operations rather than directly running programs itself. Its low expenses and zero officer compensation support this role.

Why is there such significant fluctuation in annual revenue, for example, $204,890 in 202112 versus $2,814 in 202312?

The large fluctuations in revenue could be due to varying investment returns, timing of large donations, or specific endowment distribution policies that lead to uneven income recognition.

How does the endowment's financial performance impact the broader YMCA Of Kanawha Valley organization?

While not explicitly detailed in these filings, a healthy endowment typically provides a stable, long-term funding source for the parent organization, supporting its programs and operations through distributions.

Filing History

IRS 990 filing history for Ymca Of Kanawha Valley Endowmentfund Inc showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Ymca Of Kanawha Valley Endowmentfund Inc's revenue has declined by 92.1%, moving from $35K to $3K. Total assets increased by 41.5% over the same period, from $884K to $1.3M. Total functional expenses fell by 69.9%, from $34K to $10K. In its most recent filing year (2023), Ymca Of Kanawha Valley Endowmentfund Inc reported a deficit of $7K, with expenses exceeding revenue.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $3K $10K $1.3M $0
2022 $6K $101K $1.1M $0
2021 $205K $11K $1.4M $0
2020 $73K $73K $1.2M $0
2019 $156K $75K $1.3M $65K View 990
2018 $38K $69K $1.1M $0 View 990
2017 $71K $48K $1.2M $0 View 990
2016 $35K $72K $1.1M $0 View 990
2015 $29K $131K $1.0M $0 View 990
2014 $59K $47K $1.2M $0 View 990
2013 $25K $38K $1.1M $0 View 990
2012 $69K $32K $977K $0 View 990
2011 $35K $34K $884K $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $3K, expenses of $10K, and assets of $1.3M (revenue -52.8% year-over-year).
  • 2022: Revenue of $6K, expenses of $101K, and assets of $1.1M (revenue -97.1% year-over-year).
  • 2021: Revenue of $205K, expenses of $11K, and assets of $1.4M (revenue +179.0% year-over-year).
  • 2020: Revenue of $73K, expenses of $73K, and assets of $1.2M (revenue -52.8% year-over-year).
  • 2019: Revenue of $156K, expenses of $75K, and assets of $1.3M (revenue +312.9% year-over-year).
  • 2018: Revenue of $38K, expenses of $69K, and assets of $1.1M (revenue -47.0% year-over-year).
  • 2017: Revenue of $71K, expenses of $48K, and assets of $1.2M (revenue +104.3% year-over-year).
  • 2016: Revenue of $35K, expenses of $72K, and assets of $1.1M (revenue +21.0% year-over-year).
  • 2015: Revenue of $29K, expenses of $131K, and assets of $1.0M (revenue -51.3% year-over-year).
  • 2014: Revenue of $59K, expenses of $47K, and assets of $1.2M (revenue +133.1% year-over-year).
  • 2013: Revenue of $25K, expenses of $38K, and assets of $1.1M (revenue -63.2% year-over-year).
  • 2012: Revenue of $69K, expenses of $32K, and assets of $977K (revenue +93.9% year-over-year).
  • 2011: Revenue of $35K, expenses of $34K, and assets of $884K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Ymca Of Kanawha Valley Endowmentfund Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Ymca Of Kanawha Valley Endowmentfund Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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