2026-08-17T16:36:37-05:00 2025-09-30 423603499 Eide Bailly Advisory LLC 4585 Coleman St Ste 200 Bismarck ND 585034101 990 2024-10-01 237434797 YMCA of Cass and Clay Counties Endowment Fund Inc YMCA 7012939622 400 1st Ave S Fargo ND 58103 Stephen Smith Secretary 7012939622 2026-08-17 1 1 Lisa Chaffee P00193453 7012551091 2026-08-17 2024 2025-03-06 01:10:19Z Stephen Smith 400 1st Ave S Fargo ND 58103 496154 0 X N/A X 1967 ND To assist solely in the furtherance of the objectives of the YMCA of the Northern Sky. 19 18 0 21 0 0 4109181 132536 0 0 516291 363618 0 0 4625472 496154 166192 366000 0 0 0 0 0 0 0 33759 46391 199951 412391 4425521 83763 9181648 9622242 52872 0 9128776 9622242 None 0 0 366000 366000 0 The YMCA of Cass and Clay Counties Endowment Fund Inc. is set up to provide an opportunity to grant funds to the YMCA of the Northern Sky for the purpose of purchasing new equipment, completing capital funding requests, and providing scholarships to youth and families. The fund is for the benefit of the members and community participants of Cass and Clay counties. 366000 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 18 1 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 0 0 0 0 X Stephen Smith 7012939622 400 1st Ave S Fargo ND 58103 Dr Julie Blehm President 0.50 1.00 X 0 0 0 Stephen Smith Secretary 0.50 40.00 X X 0 202068 53652 Jon Hanson Treasurer/Vice Chair 0.50 0.00 X X 0 0 0 Dan Ambrust Director 0.50 0.00 X 0 0 0 William Fercho Director 0.50 0.00 X 0 0 0 Paul Finstad Director 0.50 0.00 X 0 0 0 Ruby Kolpack Director 0.50 0.00 X 0 0 0 Jan Promersberger Director 0.50 0.00 X 0 0 0 Kevin Riley Director 0.50 0.00 X 0 0 0 Chad Stark Director 0.50 0.00 X 0 0 0 Mike Thomas Director 0.50 0.00 X 0 0 0 Dr Richard Warner Director 0.50 0.00 X 0 0 0 Ben Underwood Director as of July 2025 0.50 0.00 X 0 0 0 Paul Lundeen Director as of July 2025 0.50 0.00 X 0 0 0 Chris Marvel Director as of July 2025 0.50 1.00 X 0 0 0 Roger Erstad Director as of July 2025 0.50 0.00 X 0 0 0 Dick Felstul Director as of July 2025 0.50 0.00 X 0 0 0 Jeff Stanislawski Director as of July 2025 0.50 0.00 X 0 0 0 Bob Ronning Director as of July 2025 0.50 0.00 X 0 0 0 Tara Brown Director until July 2025 0.50 0.00 X 0 0 0 0 202068 53652 0 0 1 0 0 32867 99669 132536 272872 272872 90746 0 90746 90746 90746 496154 0 0 363618 366000 366000 46391 46391 412391 366000 46391 0 2190122 318281 6991526 9303961 9181648 9622242 52872 52872 0 X 499535 909210 8629241 8713032 9128776 9622242 9181648 9622242 83763 406694 3009 0 X 0 0 0 X X 1 YMCA of the Northern Sky 450232096 10 1 366000 0 1 366000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 67177 0 0 0 194599 272872 261776 272872 0 0 33759 46391 0 0 228017 226481 0 8349136 0 730904 0 0 0 9080040 0 0 0 0 9080040 0 136201 0 8943839 0 313034 0 0 0 313034 228017 193814 0 193814 0 193814 X 366000 0 0 0 0 0 366000 366000 193814 100.000000000000 193814 0 0 0 0 0 0 0 0 0 0 0 366000 0 193814 172186 0 0 172186 0 0 0 0 172186 Part IV, Section D, Line 3: The President & CEO of YMCA of the Northern Sky (the supported organization) serves as a voting member of the Board of Directors and as Secretary of YMCA of Cass and Clay Counties Endowment Fund, Inc. In addition, the Chair of the Board of Directors of YMCA of the Northern Sky serves as a nonvoting member of the Endowment Fund's Board of Directors. This shared leadership structure facilitates ongoing communication between the organizations and ensures that the Endowment Fund remains informed of the current and future needs of YMCA of the Northern Sky. Through the participation of these officers and ex officio board members, the Endowment Fund is able to incorporate the supported organization's priorities into its strategic and investment planning, helping to ensure that resources will be available to meet the long-term needs and mission of YMCA of the Northern Sky. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9629221 132536 272876 366000 46391 9622242 9588129 41092 9629221 9569551 381712 40342 322792 9588129 9424543 145008 9569551 8369298 1055245 9424543 0.09449 0.90551 0.00000 0 0 0 Part V, Line 4: Endowment funds are restricted by donors to generate investment income to support the YMCA of the Northern Sky. Earnings are designated by the Board of Directors. 0 YMCA of the Northern Sky 400 First Avenue South Fargo ND 58103 450232096 501(c)(3) 366000 0 Support for YMCA's exempt activities 1 0 0 0 0 0 0 0 0 0 0 Stephen Smith Secretary 0 202068 0 0 0 0 0 27060 0 26868 0 255996 0 0 Part I, Line 3 The Organization does not establish the compensation of Stephen Smith. Compensation is determined and paid by a related organization, YMCA of the Northern Sky, for his services to the YMCA of the Northern Sky as their President and CEO. The Organization relied on the related organization to establish compensation. Form 990, Part VI, Section A, line 2 Stephen Smith has a business relationship with Dr. Julie Blehm, and Chris Marvel. Form 990, Part VI, Section A, line 7a The YMCA of Cass and Clay Counties Endowment Fund Inc. shall be the President and CEO of the YMCA Northern Sky. Form 990, Part VI, Section A, line 8b No committee has authority to act on behalf of the full board. Form 990, Part VI, Section B, line 11b A copy of the Form 990 will be provided to the board of directors for their review and approval prior to filing with the IRS. Form 990, Part VI, Section B, line 12c In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the Directors and members of committees with Board delegated powers considering the proposed transaction or arrangement. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the Board or committee meeting while the determination of a conflict of interst is discussed and voted upon. The remaining Board or committee members shall decide if a conflict of interest exists. Board members with conflicts shall recuse themselves from voting on issues on which they have a conflict. Form 990, Part VI, Section B, line 15 No compensation is paid by the YMCA of Cass and Clay Counties Endowment Fund, Inc. Form 990, Part VI, Section C, line 19 The governing documents and financial statements are made available to the public upon request YMCA of the Northern Sky 400 First Avenue South Fargo ND 58103 450232096 Programs that build a healthy spirit, mind, and body ND 501(c)(3) Line 10 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1