Nonprofit · EIN 95-3691421
SANTA MONICA FAMILY YMCA ENDOWMENT FUND
Tax-exempt · SANTA MONICA, CA 90401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $611,284 | $0 | $611,284 | $24,945,266 | $0 | $24,945,266 |
| December 31, 2024 | 990 | $578,670 | $0 | $578,670 | $21,201,200 | $0 | $21,201,200 |
| December 31, 2023 | 990 | $625,027 | $42,319 | $582,708 | $19,161,712 | $0 | $19,161,712 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $611,284
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $21,201,200
- Total assets, end of year
- $24,945,266
- Total liabilities, end of year
- $0
- Net assets, end of year
- $24,945,266
- Publicly traded securities
- $24,346,189
- Net assets without donor restrictions
- $22,789,266
- Net assets with donor restrictions
- $2,156,000
- Gross receipts
- $611,284
- Employees
- 0
- Volunteers
- 9
- Year formed
- 1982
- State of legal domicile
- CA
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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HODGE PATTERSON IV | CHIEF EXECUTIVE OFFICER Officer | 2 | $0 | $257,133 | $40,896 |
| ARACELI ALEJANDRE | CHIEF OPERATING OFFICER Officer | 2 | $0 | $136,504 | $6,341 |
| DAVID K NELSON | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JAMES HALJUN | EMERITUS Trustee or director | 2 | $0 | $0 | $0 |
| JUDI BARKER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| FRED KUHNS | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| DON COHEN | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| RICHARD E LAWRENCE | TRUSTEE & SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JOHN MCINTIRE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| SHARON PERLMUTTER GAVIN | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| TULLY WATSON | BOARD CHAIR Trustee or director | 4 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HODGE PATTERSON IV | CHIEF EXECUTIVE OFFICER Officer | 2 | $0 | $203,640 | $21,167 |
| ARACELI ALEJANDRE | CHIEF OPERATING OFFICER Officer | 2 | $0 | $121,088 | $12,609 |
| DAVID K NELSON | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JAMES HALJUN | EMERITUS Trustee or director | 2 | $0 | $0 | $0 |
| JUDI BARKER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| FRED KUHNS | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| DON COHEN | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| RICHARD E LAWRENCE | TRUSTEE & SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JOHN MCINTIRE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| SHARON PERLMUTTER GAVIN | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| TULLY WATSON | BOARD CHAIR Trustee or director | 4 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HODGE PATTERSON IV | SMFYMCA CEO, AS OF 4/30/23 Officer | 2 | $0 | $126,672 | $20,582 |
| TARA POMPOSINI | EX-OFFICIO TRUSTEE Officer | 2 | $0 | $64,827 | $15,735 |
| DAVID K NELSON | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JAMES HALJUN | EMERITUS Trustee or director | 2 | $0 | $0 | $0 |
| JUDI BARKER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| FRED KUHNS | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| DON COHEN | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| RICHARD E LAWRENCE | TRUSTEE & SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JOHN MCINTIRE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| SHARON PERLMUTTER GAVIN | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| TULLY WATSON | EX-OFFICIO, BOARD CHAIR Officer | 4 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1332 6TH ST, SANTA MONICA, CA 90401-1604
- Principal officer (990 for 2025)
- HODGE PATTERSON, 1332 6TH STREET, SANTA MONICA, CA 904011434
- Signed the 990
- HODGE PATTERSON, CEO, SMFYMCA
- Phone
- (310) 393-2721
- Return prepared by
- QUIGLEY & MIRON
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3691421 or by the name SANTA MONICA FAMILY YMCA ENDOWMENT FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE PURPOSE OF THE SANTA MONICA YMCA ENDOWMENT FUND IS TO EMPOWER THE YMCA TO PROACTIVELY AND PROMPTLY RESPOND TO OUR COMMUNITY'S EVER CHANGING NEEDS WITH FUNDS AVAILABLE TO EXPLORE AND EXPAND PROGRAMS. GIVING TO THE ENDOWMENT FUND CAN BE THROUGH A DIRECT GIFT OR A PLANNED GIVING VEHICLE.
Program accomplishments
- THE TRUSTEES MAY, IN THEIR ABSOLUTE DISCRETION, CONTRIBUTE ONLY THE INCOME FROM PERMANENTLY RESTRICTED NET ASSETS TO THE SANTA MONICA FAMILY YMCA IN SUPPORT OF ITS 501(C)(3) EXEMPT PURPOSE.
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
- 95-3691421
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1982
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P27I)
- Assets (IRS master file)
- $24,945,266
- Income (IRS master file)
- $611,284
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $611,284 | $0 | $24,945,266 | XML |
| 990 | December 2024 | $578,670 | $0 | $21,201,200 | XML |
| 990 | December 2023 | $625,027 | $42,319 | $19,161,712 | XML |
| 990 | December 2022 | $447,356 | $41,747 | $16,752,276 | 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 95-3691421).
Questions about SANTA MONICA FAMILY YMCA ENDOWMENT FUND
- What is the EIN of SANTA MONICA FAMILY YMCA ENDOWMENT FUND?
- The employer identification number (EIN) of SANTA MONICA FAMILY YMCA ENDOWMENT FUND is 95-3691421.
- Is SANTA MONICA FAMILY YMCA ENDOWMENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to SANTA MONICA FAMILY YMCA ENDOWMENT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SANTA MONICA FAMILY YMCA ENDOWMENT FUND 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 SANTA MONICA FAMILY YMCA ENDOWMENT FUND 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 SANTA MONICA FAMILY YMCA ENDOWMENT FUND 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 SANTA MONICA FAMILY YMCA ENDOWMENT FUND?
- The 990 for the year ended December 31, 2025 names HODGE PATTERSON.
- Who are the officers and directors of SANTA MONICA FAMILY YMCA ENDOWMENT FUND?
- The 990 for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does SANTA MONICA FAMILY YMCA ENDOWMENT FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $611,284, expenses of $0 and total assets of $24,945,266 at year end.
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