Nonprofit · EIN 42-1433436
MONTGOMERY COUNTY FAMILY YOUNG MENS CHRISTIAN ASSOCIATION INC
Tax-exempt · RED OAK, IA 51566
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,032,144 | $1,016,132 | $16,012 | $8,590,107 | $44,670 | $8,545,437 |
| December 31, 2024 | 990 | $996,781 | $977,455 | $19,326 | $8,584,949 | $55,524 | $8,529,425 |
| December 31, 2023 | 990 | $1,001,041 | $939,448 | $61,593 | $8,564,484 | $54,385 | $8,510,099 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $108,099
- Program service revenue
- $479,948
- Investment income
- $444,097
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $362,506
- Professional fundraising fees
- $0
- Occupancy
- $134,976
- Travel
- $5,694
- Depreciation
- $260,600
- Program services (functional)
- $698,724
- Management and general (functional)
- $305,048
- Fundraising (functional)
- $12,360
Balance sheet and other
- Total assets, start of year
- $8,584,949
- Total assets, end of year
- $8,590,107
- Total liabilities, end of year
- $44,670
- Net assets, end of year
- $8,545,437
- Land, buildings and equipment
- $3,347,663
- Publicly traded securities
- $5,159,879
- Gross receipts
- $1,032,144
- Employees
- 50
- Volunteers
- 120
- Year formed
- 1995
- State of legal domicile
- IA
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARRIE SHALTER | EXECUTIVE DIRECTOR Key employee | 40 | $60,085 |
| ANNIE WHITTY-JENSEN | BOARD MEMBER Trustee or director | 1 | $0 |
| KELSEY JOHNSON | BOARD MEMBER Trustee or director | 1 | $0 |
| JASON ORME | BOARD MEMBER Trustee or director | 1 | $0 |
| MARK JACKSON | BOARD MEMBER Trustee or director | 1 | $0 |
| TIM FRIDOLPH | BOARD MEMBER Trustee or director | 1 | $0 |
| MARTIN COATES | PRESIDENT Officer | 1 | $0 |
| AUSTIN DUYSEN | VICE PRESIDENT Officer | 1 | $0 |
| WILLIAM BUTZ | SECRETARY Officer | 1 | $0 |
| BEN LUNDGREN | TREASURER Officer | 1 | $0 |
| DeeDee Mullenix | Board Member Officer | 1 | $0 |
990 for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARRIE SHALTERS | – Key employee | 40 | $63,104 |
| Annie Whitty-Jensen | – Trustee or director | 1 | $0 |
| Ashley Allison | – Trustee or director | 1 | $0 |
| JASON ORME | – Trustee or director | 1 | $0 |
| JOHN HOLLEN | – Trustee or director | 1 | $0 |
| Martin Coates | – Trustee or director | 1 | $0 |
| Tim Fridolph | – Trustee or director | 1 | $0 |
| BEN LUNDGREN | TREAS Officer | 1 | $0 |
| Georgana Derr | Secretary Officer | 1 | $0 |
| WILLIAM BUTZ | PRES Officer | 1 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARRIE SHALTERS | – Key employee | 40 | $59,230 |
| BEN LUNDGREN | TREAS Trustee or director, Officer | 1 | $0 |
| Georgana Derr | – Trustee or director | 1 | $0 |
| JASON ORME | – Trustee or director | 1 | $0 |
| JOHN O'NEAL | – Trustee or director | 1 | $0 |
| MARK JACKSON | – Trustee or director | 1 | $0 |
| RANDY ORME | – Trustee or director | 1 | $0 |
| Ashley Allison | – Officer | 1 | $0 |
| JOHN HOLLEN | PRES Officer | 1 | $0 |
| WILLIAM BUTZ | PRES ELECT Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 101 E CHERRY ST, RED OAK, IA 51566-1076
- Principal officer (990 for 2025)
- MARTY COATES, 101 E CHERRY ST, RED OAK, IA 51566
- Signed the 990
- ADAM GRAYBILL, DIRECTOR
- Phone
- (712) 623-2161
- Website
- WWW.MCYMCA.COM
- Return prepared by
- DEWITT ACCOUNTING & TAX SERVICES LLC
Mission
THE MONTGOMERY COUNTY YMCA IS A DEDICATED COMMUNITY SERVICE ORGANIZATION THAT INCLUDES MEN, WOMEN AND YOUTH IN OUR COMMUNITY. WE ARE DEDICATED TO YOUTH DEVELOPMENT, SOCIAL RESPONSIBLITY AND HEALTH LIVING WITHIN OUR COMMUNITY
Program accomplishments
- Healthy Living: The Y is a leader on health and well-being. We bring families closer together, encourage good health and foster socialization through a variety of fitness classes, youth and adult activities, and shared interests. Examples are our Strength Train Together class, Lifestyle Splash aquatics class, youth and adult volleyball programs, youth soccer and our free Pickleball program. As a result, nearly 2700 people in our service area receive the support, guidance, and resources to achieve greater health in spirit, mind and body. This is important as our nation struggles with an obesity crisis, mental health struggles, as families face a work/life balance battle and individuals look for personal fulfillment. Our programs are accessible, affordable, and open to people of all faiths, backgrouds, abilities, and income levels.Expenses $558,979 · revenue $406,660
- Youth Development: Our Y is committed to nurturing the potential of every youth. We believe they all deserve the opportunity to discover who they are and what they can achieve. Thats why we help young people develop the skills, values, and relationships that lead to positive behaviors, better health, and educational achievements. Our Y programs, such as Summer Day Camp, Group Swim Lessons, Junior High Fitness Class, Lifeguard Certification Classes offer a range of experience that enrich cognitive, social, physical, and emotional growth. Our expenses include subsidies and direct financial assistance that makes participation possible for over 50% of the youth we engage.Expenses $139,745 · revenue $73,288
- Social Responsibility: Our Y believes in giving back and supporting our neighbors. Weve been listening to our communitys needs for more than 20 years. Y programs, such as TogetherTM, and our support by being involved with community events, such as the Community Thanksgiving Dinner, Live Well Montgomery County Community Garden, Meals on Wheels, participation in blood pressure clinics and holding an annual free community winter holiday celebration are examples of how we support our neighbors to affect change, bridge gaps and overcome obstacles. In 2025, we engaged over 200 Y members, participants, and volunteers in activies that strengthen our community and pave the way for future generations to thrive.0
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 42-1433436
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P27)
- Assets (IRS master file)
- $8,590,107
- Income (IRS master file)
- $1,032,144
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,032,144 | $1,016,132 | $8,590,107 | XML |
| 990 | December 2024 | $996,781 | $977,455 | $8,584,949 | XML |
| 990 | December 2023 | $1,001,041 | $939,448 | $8,564,484 | XML |
| 990 | December 2022 | $318,051 | $951,130 | $8,501,999 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 42-1433436).
Questions about MONTGOMERY COUNTY FAMILY YOUNG MENS CHRISTIAN ASSOCIATION INC
- What is the EIN of MONTGOMERY COUNTY FAMILY YOUNG MENS CHRISTIAN ASSOCIATION INC?
- The employer identification number (EIN) of MONTGOMERY COUNTY FAMILY YOUNG MENS CHRISTIAN ASSOCIATION INC is 42-1433436.
- Is MONTGOMERY COUNTY FAMILY YOUNG MENS CHRISTIAN ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to MONTGOMERY COUNTY FAMILY YOUNG MENS CHRISTIAN ASSOCIATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTGOMERY COUNTY FAMILY YOUNG MENS CHRISTIAN ASSOCIATION 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 MONTGOMERY COUNTY FAMILY YOUNG MENS CHRISTIAN ASSOCIATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTGOMERY COUNTY FAMILY YOUNG MENS CHRISTIAN ASSOCIATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MONTGOMERY COUNTY FAMILY YOUNG MENS CHRISTIAN ASSOCIATION INC?
- The 990 for the year ended December 31, 2025 names MARTY COATES.
- Who are the officers and directors of MONTGOMERY COUNTY FAMILY YOUNG MENS CHRISTIAN ASSOCIATION INC?
- The 990 for the year ended December 31, 2025 lists 11 people; 1 received compensation from the organization, the highest $60,085 (CARRIE SHALTER, EXECUTIVE DIRECTOR).
- How much revenue does MONTGOMERY COUNTY FAMILY YOUNG MENS CHRISTIAN ASSOCIATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,032,144, expenses of $1,016,132 and total assets of $8,590,107 at year end.
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