Nonprofit · EIN 56-1738475
BERTIE COUNTY Y M C A INC
Tax-exempt · WINDSOR, NC 27983
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $616,088 | $554,602 | $61,486 | $572,793 | $250 | $572,543 |
| June 30, 2024 | 990 | $808,454 | $443,132 | $365,322 | $514,828 | $4,063 | $510,765 |
| June 30, 2022 | 990 | $294,755 | $260,747 | $34,008 | $155,654 | $2,777 | $152,877 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $608,191
- of which government grants
- $37,000
- Membership dues
- $225,046
- Program service revenue
- $7,897
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,450
- Compensation of officers, directors and key employees
- $179,866
- Other salaries and wages
- $40,711
- Salaries, compensation and benefits (total)
- $257,620
- Professional fundraising fees
- $0
- Accounting fees
- $11,600
- Travel
- $13,605
- Depreciation
- $5,831
- Program services (functional)
- $188,232
- Management and general (functional)
- $366,370
Balance sheet and other
- Total assets, start of year
- $515,119
- Total assets, end of year
- $572,793
- Total liabilities, end of year
- $250
- Net assets, end of year
- $572,543
- Land, buildings and equipment
- $200,957
- Net assets without donor restrictions
- $572,543
- Gross receipts
- $616,088
- Employees
- 9
- Volunteers
- 75
- Year formed
- 1991
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CASEY OWENS | CEO Highest-paid employee | 40 | $96,383 |
| KIMBERLY HICKS | BOARD MEMBER Trustee or director | 0.5 | $0 |
| SHAVONNA BOONE | BOARD MEMBER Trustee or director | 0.5 | $0 |
| LEWIS HOGGARD | BOARD MEMBER Trustee or director | 0.5 | $0 |
| FONYETTA LEE | TREASURER Officer | 0.5 | $0 |
| FRANK RATZLAFF | CHAIR Officer | 0.5 | $0 |
| ERIK PARKER | VICE CHAIR Officer | 0.5 | $0 |
| MIKE MORRIS | SECRETARY Officer | 0.5 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CASEY OWENS | CEO Highest-paid employee | 40 | $88,500 |
| KIMBERLY HICKS | BOARD MEMBER Trustee or director | 0.5 | $0 |
| SHAVONNA BOONE | BOARD MEMBER Trustee or director | 0.5 | $0 |
| LEWIS HOGGARD | BOARD MEMBER Trustee or director | 0.5 | $0 |
| FONYETTA LEE | TREASURER Officer | 0.5 | $0 |
| FRANK RATZLAFF | CHAIR Officer | 0.5 | $0 |
| ERIK PARKER | VICE CHAIR Officer | 0.5 | $0 |
| MIKE MORRIS | SECRETARY Officer | 0.5 | $0 |
990 for the year ended June 30, 2022: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CASEY OWENS | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $64,500 |
| TONYETTA LEE | TREASURER Officer | 0.5 | $0 |
| CLIFTON SMITH | BOARD MEMBER Trustee or director | 0.5 | $0 |
| BOBBY OCCENA | CHAIR Trustee or director | 0.5 | $0 |
| FRANK RATZLAFF | BOARD MEMEBER Officer | 0.5 | $0 |
| MALCOM CHERRY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| NICOLE OUTLAW | SECRETARY Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 834, WINDSOR, NC 27983-0834
- In care of
- % CASEY OWENS
- Signed the 990
- CASEY OWENS, CEO
- Return prepared by
- MELISSA B BEDDARD ACCOUNTING INC
Mission
THE BERTIE COUNTY YMCA IS A CHARITABLE, COMMUNITY SERVICE ORGANIZATION THAT INCLUDES MEN, WOMEN, AND CHILDREN OF ALL AGES, ABILITIES, INCOMES, RACES, AND RELIGIONS. WE ARE DEDICATED TO BUILDING STRONG CHILDREN, FAMILIES, AND COMMUNITIES BY PUTTING CHRISTIAN PRINCIPALS INTO PRAC
Program accomplishments
- DEDICATED TO HELPING PEOPLE ENRICH THEIR LIVES PHYSICALLY, MENTALLY, SOCIALLY AND SPIRTUALLY AND TO HELPING THEM GROW A RESPONSIBLE MEMBERS OF THE COMMUNITY IN WHICH THEY LIVE. DURING THE YEAR OVER 1450 INDIVIDUALS WERE SERVED BY OUR PROGRAMS.Expenses $188,232 · revenue $346,145
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 56-1738475
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P27Z)
- Assets (IRS master file)
- $572,793
- Income (IRS master file)
- $616,088
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $616,088 | $554,602 | $572,793 | XML |
| 990 | June 2024 | $808,454 | $443,132 | $514,828 | XML |
| 990 | June 2023 | $308,304 | $315,738 | $150,994 | IRS |
| 990 | June 2022 | $294,755 | $260,747 | $155,654 | XML |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-1738475).
Questions about BERTIE COUNTY Y M C A INC
- What is the EIN of BERTIE COUNTY Y M C A INC?
- The employer identification number (EIN) of BERTIE COUNTY Y M C A INC is 56-1738475.
- Is BERTIE COUNTY Y M C A INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to BERTIE COUNTY Y M C A INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BERTIE COUNTY Y M C A INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BERTIE COUNTY Y M C A INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERTIE COUNTY Y M C A INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of BERTIE COUNTY Y M C A INC?
- The 990 for the year ended June 30, 2025 lists 8 people; 1 received compensation from the organization, the highest $96,383 (CASEY OWENS, CEO).
- How much revenue does BERTIE COUNTY Y M C A INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $616,088, expenses of $554,602 and total assets of $572,793 at year end.
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