2025-04-22T16:50:56-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 311 FINANCIAL WAY SUITE 100 WAUSAU WI 54401 990 2024-01-01 390813466 GREATER GREEN BAY YMCA INC GREA 9204369622 235 N JEFFERSON STREET GREEN BAY WI 54301 MATT BALZOLA BOARD CHAIR 9204369622 2025-04-18 1 1 ANGELICA KRAUTKRAMER P02005570 7156752351 2025-04-18 2024 2025-03-06 01:10:19Z MATT BALZOLA 235 N JEFFERSON STREET GREEN BAY WI 54301 24131589 0 X WWW.GREENBAYYMCA.ORG X 1936 WI THE GREATER GREEN BAY YMCA IS A NON-PROFIT ORGANIZATION THAT PUTS CHRISTIAN PRINCIPLES INTO PRACTICE TO STRENGTHEN THE FOUNDATION OF OUR COMMUNITY BY BUILDING HEALTHY SPIRIT, MIND AND BODY FOR ALL. 28 28 1004 873 0 0 1807952 3009916 13488724 15599218 742326 882584 66846 377411 16105848 19869129 0 10000 0 0 10518328 11681276 0 0 661014 7235919 7733639 17754247 19424915 -1648399 444214 37211408 39414710 2602184 4289892 34609224 35124818 X THE GREATER GREEN BAY YMCA IS A NON-PROFIT ORGANIZATION THAT PUTS CHRISTIAN PRINCIPLES INTO PRACTICE TO STRENGTHEN THE FOUNDATION OF OUR COMMUNITY BY BUILDING HEALTHY SPIRIT, MIND AND BODY FOR ALL. 0 0 6209757 0 4429945 YOUTH DEVELOPMENT: YOUTH DEVELOPMENT OR NURTURING THE DEVELOPMENT OF EVERY CHILD AND TEEN MEANS WE BELIEVE THAT ALL CHILDREN DESERVE THE OPPORTUNITY TO DISCOVER WHO THEY ARE AND TO FOSTER GROWTH AND DEVELOPMENT OF NOT ONLY THE CHILD BUT ALSO THE FAMILY. THAT IS WHY WE HELP YOUNG PEOPLE CULTIVATE THE SKILLS, VALUES AND RELATIONSHIPS THAT LEAD TO POSITIVE BEHAVIORS, BETTER HEALTH, AND EDUCATION ACHIEVEMENT. THE GREATER GREEN BAY YMCA HAS MANY PROGRAMS FOR THE YOUTH DIVISION THAT OFFER A RANGE OF EXPERIENCES THAT ENRICH COGNITIVE, SOCIAL, PHYSICAL, AND EMOTIONAL GROWTH. EXPENSES INCLUDE SUBSIDIES AND FINANCIAL ASSISTANCE TO MAKE SURE PARTICIPATION IS POSSIBLE FOR THOSE WITH A FINANCIAL NEED. IN 2024, $277,547 IN FINANCIAL ASSISTANCE WAS PROVIDED TO 5,174 PARTICIPANTS. THE YMCA CONTINUED TO PARTNER WITH BROWN COUNTY'S LARGEST SCHOOL DISTRICT AS A COMMUNITY- BASED PROVIDER OF ENRICHMENT PROGRAMS TO COMPLEMENT THEIR ROBUST FULL-DAY SUMMER SCHOOL PROGRAMS IN 2024. THE YMCA HAS WORKED ALONGSIDE LOCAL SCHOOL DISTRICTS TO INTEGRATE LITERACY AND SOCIAL EMOTIONAL LEARNING INTO OUR YOUTH PROGRAMS AND OUT-OF-SCHOOL TIME ENRICHMENT OFFERINGS. OUR YOUTH OUTREACH DEPARTMENT SUPPORTS HIGH SCHOOL GRADUATION RATES IN BROWN COUNTY THROUGH THE Y ACHIEVERS MENTORSHIP PROGRAM, SUPPORTING MIDDLE SCHOOL YOUTH ALONG THEIR EDUCATIONAL AND CAREER PATHWAYS. IN 2024, THIS PROGRAM CONTINUED TO GROW, SERVING 630 YOUTH FROM 11 SCHOOLS, AND HAS MULTIPLE COMMUNITY PARTNERS WHO WORK WITH THE PROGRAM. ADDITIONALLY, AT A TIME WHERE CIVIC ENGAGEMENT IS SO NEEDED, THE YMCA PROVIDES A YOUTH IN GOVERNMENT PROGRAM TO TEACH MIDDLE AND HIGH SCHOOL YOUTH ABOUT THE VARIOUS DIMENSIONS OF GOVERNMENT AND ADVOCACY. THERE ARE 123 STUDENTS FROM 9 SCHOOLS THAT PARTICIPATE IN THIS PROGRAM. ADDITIONALLY, WE HAVE EMBEDDED SOCIAL EMOTIONAL AND ACADEMIC RESOURCES INTO OUR OUT-OF-SCHOOL TIME OFFERINGS AT FIVE OF OUR YMCAS, CAMPS AND AFTERSCHOOL PROGRAMS.EDUCATION, ENCOURAGEMENT, AND MODELING HEALTHY BEHAVIOR ARE IMPORTANT AND NECESSARY FOR THE YMCA TO FACILITATE LIFESTYLE CHANGES IN YOUTH. THERE ARE A VARIETY OF PROGRAMS OFFERED TO YOUTH: FOOD & FUN, TEEN ADVENTURE PROGRAMS, PRESCHOOL AND YOUTH GYM AND SWIM CLASSES, DANCE CLASSES, AQUATIC CLASSES, GYMNASTICS CLASSES, MARTIAL ARTS, SUMMER CAMPS, GYMNASTICS EVENTS AND CAMPS, YOUTH SPORT LEAGUES AND CLINICS, FITNESS AND STRENGTH CLASSES, BABYSITTING CLASSES, SPECIAL POPULATIONS, 21ST CENTURY COMMUNITY LEARNING CENTERS (CCLC), SCHOOL AGE CHILD CARE, STUDIO DANCE, COMPETITIVE GYMNASTICS, COMPETITIVE SWIM TEAM, SPORTS CLASSES, SAFETY AROUND WATER PROGRAM, Y NIGHTS, GIRL'S NIGHT OUT, BOYS NIGHT OUT, POWER ZONE, FULL CIRCLE PROGRAM FOR YOUTH WITH NEURODIVERGENT DISABILITIES AND FAMILY ENGAGEMENT EVENTS. 6626782 0 9857258 HEALTHY LIVING: IMPROVING THE NATIONS, OR MORE SPECIFICALLY GREATER GREEN BAY'S HEALTH AND WELL-BEING MEANS BUILDING A HEALTHY SPIRIT, MIND AND BODY FOR ALL. THE YMCA IS A LEADING VOICE ON HEALTH AND WELLBEING. WE BRING FAMILIES CLOSER TOGETHER, ENCOURAGE GOOD HEALTH AND FOSTER CONNECTIONS THROUGH FITNESS, SPORTS, FUN AND SHARED INTERESTS. YMCA HEALTHY LIVING PROGRAMS ARE MEDICALLY BASED AND STRESS THE VALUE OF PREVENTION THROUGH BALANCED EFFORTS OF GOOD EXERCISE HABITS AND OVERALL HEALTH INCLUDING PROPER NUTRITION, STRESS MANAGEMENT AND HEALTH EDUCATION. THIS IS IMPORTANT AS OUR NATION STRUGGLES WITH AN OBESITY CRISIS, FAMILIES STRUGGLE WITH WORK/LIFE BALANCE AND INDIVIDUALS SEARCH FOR PERSONAL FULFILLMENT. OUR PROGRAMS ARE FAMILY ORIENTED AND OFFERED AT AFFORDABLE FEES, WITH FINANCIAL ASSISTANCE FOR THOSE THAT ARE UNABLE TO PAY THE FULL FEES; IN 2024, WE PROVIDED $839,023 IN FINANCIAL ASSISTANCE TO PEOPLE SEEKING HEALTHY ACTIONS AND WHO OTHERWISE WOULD HAVE FACED ECONOMIC BARRIERS TO PARTICIPATION. THE YMCA PROVIDES A VARIETY OF PROGRAMS THAT ASSIST OUR COMMUNITY WITH ATTAINING HEALTHIER HABITS AND INCLUDES FITNESS CLASSES, FAMILY CAMPS, CPR AND FIRST AID, LIFEGUARD TRAINING, LIVESTRONG AT THE Y, AQUATIC EXERCISE, SPORTS AND SWIM LESSONS, INDOOR CYCLING, AND SENIOR SOCIAL GROUPS. THE NATURE OF THESE PROGRAMS IS TO PROMOTE ONE'S OWN SELF-WORTH BY EMPHASIZING SKILL ACQUISITION & DEVELOPMENT, SAFETY, COOPERATION AND SELF-CONFIDENCE, LEADERSHIP & TEAMWORK. THE DEPTH AND BREADTH OF YMCA PROGRAMS ALSO SERVE ALL AGES: INFANTS, PRESCHOOL, YOUTH, ADULTS, FAMILY AND ACTIVE OLDER ADULTS; ALL PROGRAMS PROMOTE THE DESIRABLE STATE OF LEADING A HEALTHY LIFESTYLE THROUGH PRACTICE AND EDUCATION.IN RESPONSE TO GROWING COMMUNITY HEALTH AND WELLNESS CHALLENGES AND TRENDS, THE Y'S HEALTHY LIVING DEPARTMENT PROVIDED EDUCATIONAL OPPORTUNITIES, CHRONIC DISEASE PREVENTION INITIATIVES AND PROGRAMS TO SUPPORT PEOPLE LIVING WITH PARKINSON'S, CANCER AND ARTHRITIS. OUR HEALTH SPECIALTY PARTNERED WITH BELLIN COLLEGE'S DOCTOR OF PHYSICAL THERAPY TO STRENGTHEN OUR EXERCISING WITH PARKINSON'S PROGRAM AND IS A STANDING PART OF THEIR CURRICULUM THAT OFFERS PERSONALIZED WORKOUTS DESIGNED TO ENHANCE MOBILITY AND STRENGTH. THE Y CONTINUED TO PARTNER WITH THE AGING AND DISABILITY RESOURCE CENTER OF BROWN COUNTY TO PROVIDE THE BRAIN AND BODY FITNESS PROGRAM IN THE GREATER GREEN BAY COMMUNITY, AN EVIDENCE-INFORMED GROUP EXERCISE PROGRAM FOR PEOPLE LIVING WITH MILD TO MODERATE ALZHEIMER'S DISEASE AND OTHER RELATED DEMENTIAS. IN 2024 THE GREATER GREEN BAY YMCA DEVELOPED A PROGRAM FOR CAREGIVERS TO OFFER THIS GROUP EXERCISE GUIDANCE, MINDFULNESS TIPS AND SUPPORT AS THEY CARE FOR THOSE IN OUR PROGRAMS. 1621694 10000 1312015 SOCIAL RESPONSIBILITY OR GIVING BACK AND PROVIDING SUPPORT TO OUR NEIGHBORS MEANS THE YMCA HAS BEEN LISTENING AND RESPONDING TO THE GREEN BAY COMMUNITY'S MOST CRITICAL SOCIAL NEEDS FOR MORE THAN 150 YEARS. OUR PROGRAMS, SUCH AS SAFETY AROUND WATER (WATER SAFETY FOR CHILDREN), Y NIGHT, AND 21CCLC AFTERSCHOOL PROGRAMS ARE EXAMPLES OF PROGRAMS THAT HELP STRENGTHEN OUR COMMUNITY AND EMPOWER INDIVIDUALS TO CHANGE AND OVERCOME OBSTACLES. OUR FULL CIRCLE PROGRAM DELIVERS A FULL CIRCLE APPROACH TO HEALTH AND WELLNESS, FOCUSING ON PHYSICAL, SOCIAL, AND EMOTIONAL GROWTH. CHILDREN ENGAGE IN ACTIVITIES TAILORED TO THEIR NEEDS, FOSTERING SUCCESS AND ENJOYMENT IN A NURTURING ENVIRONMENT. BOTH CHILDREN AND FAMILIES ARE SUPPORTED AS THEY EXPERIENCE THE BENEFITS OF WELLNESS AND RECREATION IN A SUPPORTIVE, FUN SETTING. IN 2024, THE OPPORTUNITIES OF FULL CIRCLE EXPANDED TO INCLUDE SUMMER CAMP. OUR DAY AND RESIDENT SUMMER CAMPS PROVIDE EMPHASIS UPON INCREASING ACCESS TO YOUTH WHO MIGHT OTHERWISE NOT BE ABLE TO ATTEND. THROUGH A GRANT FROM BROWN COUNTY, WE PROVIDED YOUTH AND ADULT MENTAL HEALTH FIRST AID. THE SKILLS-BASED TRAINING EQUIPPED PARTICIPANTS TO IDENTIFY, UNDERSTAND, AND RESPOND TO THE MENTAL HEALTH CHALLENGES THAT ADOLESCENTS MAY FACE. THE PROGRAM EMPHASIZES EARLY INTERVENTION, TEACHING ADULTS TO RECOGNIZE SIGNS, PROVIDE NONJUDGMENTAL SUPPORT, AND REFER INDIVIDUALS TO APPROPRIATE PROFESSIONAL SERVICES. AS WE GROW WITH OUR COMMUNITY, WE CONTINUE TO MEET THE NEEDS OF FAMILIES WITH SPECIAL NEEDS, HELP COMBAT STRESS AND ANXIETY BY FOSTERING DEEPER ENGAGEMENT WITH OUR MEMBERS AND EDUCATE OUR STAFF MEMBERS TO PROVIDE THEM WITH THE TOOLS THEY NEED TO SUPPORT THESE PROGRAMS. OUR TEAM IS DEDICATED TO INCREASING LOCAL PARTNERSHIPS THE WORK COLLECTIVELY AS A COMMUNITY TO HELP MEET THE NEEDS OF THE GREATER GREEN BAY COMMUNITY. WE PROVIDE A WELCOMING ENVIRONMENT, INTEGRATING ALL PARTICIPANTS IN A FUN AND INCLUSIVE SETTING. OUR PROGRAMS PROVIDE HOLISTIC APPROACHES TO HEALTH AND WELL-BEING IN A WELCOMING AND EMPOWERING ENVIRONMENT FOR ALL. 14458233 1 1 0 0 0 0 1 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 49 0 1 1004 1 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 WI X CAROLYN MARICQUE VPCFO 9204369689 235 N JEFFERSON GREEN BAY WI 54301 TERRY ALBRECHT BOARD CHAIR 2.00 X X 0 0 0 MATT BALZOLA VICE CHAIR 2.00 X X 0 0 0 STEPHANIE CAVADEAS TREASURER 2.00 X X 0 0 0 JOHN HAASE SECRETARY 2.00 X X 0 0 0 CHRISTOPHER STILES PAST CHAIR 2.00 X X 0 0 0 JON BAST DIRECTOR 1.00 X 0 0 0 CHRIS BERG DIRECTOR 1.00 X 0 0 0 JEFF CALAWAY DIRECTOR 1.00 X 0 0 0 WHITNEY CONNER DIRECTOR 1.00 X 0 0 0 BRENT DUBOIS DIRECTOR 1.00 X 0 0 0 ANGELA FISH DIRECTOR 1.00 X 0 0 0 JEFF GAHNZ DIRECTOR 1.00 X 0 0 0 DUSTIN GRESEN DIRECTOR 1.00 X 0 0 0 MARIA JACQUES DIRECTOR 1.00 X 0 0 0 JENNY LOWE DIRECTOR 1.00 X 0 0 0 ANDREW LUTSEY DIRECTOR 1.00 X 0 0 0 BROOKH LYONS DIRECTOR 1.00 X 0 0 0 MARK NAZE DIRECTOR 1.00 X 0 0 0 AARON NELSON DIRECTOR 1.00 X 0 0 0 STEVE NINHAM DIRECTOR 1.00 X 0 0 0 AARON POPKEY DIRECTOR 1.00 X 0 0 0 LISA RAFFERTY DIRECTOR 1.00 X 0 0 0 TODD ROBINSON DIRECTOR 1.00 X 0 0 0 MADELINE VANGROLL DIRECTOR 1.00 X 0 0 0 PETER VANDENHOUTEN DIRECTOR 1.00 X 0 0 0 PAUL VLIES DIRECTOR 1.00 X 0 0 0 LESLIE VOGEL DIRECTOR (RESIGNED) 1.00 X 0 0 0 JOE WEBB DIRECTOR 1.00 X 0 0 0 JASON WILKE DIRECTOR 1.00 X 0 0 0 SEAN ELLIOTT CEO, 11/24 40.00 X 269783 0 211213 CAROLYN MARICQUE VP, CHIEF FINANCIAL OFFICER 40.00 X 143897 0 24942 JAMIE HANNER VP, CHIEF GROWTH OFFICER, INTERIM CEO 40.00 X 180517 0 29518 RYAN RIETH VP, CHIEF PEOPLE OFFICER 40.00 X 134039 0 16158 MARK TENHAKEN VP, CHIEF INFORMATIONAL OFFICER 40.00 X 129723 0 14270 ERIC GORDER GROUP VICE PRESIDENT 40.00 X 115885 0 12747 WILLIAM HAMPTON EXECUTIVE DIRECTOR OF BUSINESS DEVELOPMENT AND STR 40.00 X 111459 0 15896 CONNIE BYKOSKI VP, CHILDCARE 40.00 X 111061 0 20003 1196364 0 344747 9 0 1 0 IEI GENERAL CONTRACTORS INC 1725 MIDWAY ROAD DE PERE WI 54115 CONSTRUCTION SERVICES 1205025 BERNERS-SCHOBER ASSOCIATES INC 310 PINE ST GREEN BAY WI 543015136 ARCHITECT SERVICES 890107 SERVICE MASTER BUILDING MAINTENANCE 2522 FISH HATCHERY RD MADISON WI 53713 CLEANING SERVICES 550729 TWEETGAROT MECHANICAL INC 325 REID STREET DE PERE WI 54115 HVAC MAINTENANCE 379242 DAXKO 600 UNIVERSITY PARK PLACE STE 500 BIRMINGHAM AL 35209 SOFTWARE PACKAGE 283420 8 267437 153517 2588962 74982 3009916 MEMBERSHIP AND HEALTH 624110 9857258 9857258 SCHOOL AGE DIVISION 624110 1919345 1919345 CAMPS 624110 1381557 1381557 COMMUNITY DEVELOPMENT 624110 1312015 1312015 YOUTH DIVISION 624110 1129043 1129043 15599218 305922 305922 74319 0 74319 74319 74319 4722219 4133377 12180 588842 -12180 576662 576662 45518 267437 55571 -10053 -10053 116312 61332 54980 54980 258165 258165 258165 19869129 15599218 0 1259995 X 10000 10000 809116 32322 647507 129287 9240108 7778201 1254170 207737 477416 387241 83207 6968 394446 292886 89213 12347 760190 601288 134687 24215 31415 31415 37213 37213 3188 3188 2011360 968780 856430 186150 101973 19200 68890 13883 756032 642646 106202 7184 1864068 1172550 668662 22856 261095 216440 39529 5126 161073 18196 136312 6565 1657512 1586277 44570 26665 401496 348453 45831 7212 DUES 253671 194748 57161 1762 FOOD 171140 171140 LICENSES 17979 17865 57 57 MISCELLANEOUS 4424 1424 3000 19424915 14458233 4305668 661014 X 467917 1282475 1014562 511913 1601837 2149928 536653 520208 23787 29554 16023 66325 50603795 25667085 23545854 24936710 8807193 7565250 1197582 2352347 37211408 39414710 1194871 1503913 394643 428102 77227 132835 935443 2225042 2602184 4289892 X 29415659 28685645 5193565 6439173 34609224 35124818 37211408 39414710 444214 71380 0 X 0 1 X 1 0 X 3817555 4502336 3836681 1807952 3009916 16974440 3817555 4502336 3836681 1807952 3009916 16974440 16974440 140923 196546 264408 244688 380241 1226806 8380 64814 39023 29106 54980 196303 135365 -541024 67200 56791 258165 -23503 18374046 57156572 0.92380 0.94330 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 135,365. 2021 AMOUNT: $ 76,745. 2022 AMOUNT: $ 67,200. 2023 AMOUNT: $ 56,791. 2024 AMOUNT: $ 258,165. LOSS ON LEASE TERMINATION - 2021 AMOUNT: $ -617,769. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 1 1 0 0 1 X 3141950 382177 84145 3439982 2816259 386720 61029 3141950 3307188 1025 -436365 55589 2816259 2980378 1942 400730 75862 3307188 2733366 2050 287271 42309 2980378 0.00000 0.48170 0.51830 0 0 826037 826037 40062651 19953094 20109557 477799 71990 405809 7870341 5642001 2228340 1366967 1366967 24936710 ROU ASSETS 1936019 BENEFICIAL INTEREST IN ASSETS HELD 416328 2352347 ROU LEASE LIABILITIES 2225042 2225042 20150833 71380 140000 211380 19939453 3188 -73512 -70324 19869129 19623059 140000 140000 19483059 3188 -61332 -58144 19424915 PART IV, LINE 2B: THE ASSOCIATION OPERATES AS A FISCAL AGENT FOR SEVERAL CLUBS. ALL OF THE REVENUES AND EXPENSES FOR THESE CLUBS ARE RECORDED IN THE AGENCY FUNDS PAYABLE ACCOUNT WITH NO EFFECT ON THE STATEMENT OF ACTIVITIES. THE FUNDS ARE KEPT IN SEPARATE CASH AND INVESTMENT ACCOUNTS. PART V, LINE 4: THE ENDOWMENT FUNDS' EARNINGS AND REALIZED AND UNREALIZED GAINS AND LOSSES ARE CLASSIFIED AS NET ASSETS WITH DONOR RESTRICTIONS UNTIL APPROPRIATED BY THE BOARD OF DIRECTORS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST REVENUES -61,332. LOSS ON DISPOSAL OF ASSETS -12,180. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST REVENUES -61,332. GOLF OUTING 234845 206045 28800 21657 12163 250 11605 HINTERLAND BANQUET 69352 61392 7960 9074 170 304197 267437 36760 21657 21237 250 11775 54919 -18159 0 YMCA EMERGENCY ASSISTANCE FUND 101 N WACKER DRIVE CHICAGO IL 60606 237038211 501(C)(3) 10000 0 N/A N/A GENERAL OPERATING SUPPORT 1 0 X X 0 0 0 0 0 0 0 0 0 SEAN ELLIOTT CEO, 11/24 243933 0 25850 0 0 0 211213 0 0 0 480996 0 0 0 JAMIE HANNER VP, CHIEF GROWTH OFFICER, INTERIM CE 155067 0 25450 0 0 0 20285 0 9233 0 210035 0 0 0 CAROLYN MARICQUE VP, CHIEF FINANCIAL OFFICER 126197 0 17700 0 0 0 0 0 24942 0 168839 0 0 0 RYAN RIETH VP, CHIEF PEOPLE OFFICER 120639 0 13400 0 0 0 11608 0 4550 0 150197 0 0 0 PART I, LINE 3 EXECUTIVE COMMITTEE DETERMINES COMPENSATION FOR CEO. BASED ON PERFORMANCE CRITERIA AND MARKET RESEARCH. X 5310 DONOR PROVIDED (BEDS) X 2 69672 INSURANCE/SIMILAR PROPER 0 0 1 0 PART I, COLUMN (B): COLUMN (B) REPRESENTS NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIRPERSON, VICE CHAIRPERSON, TREASURER, SECRETARY, IMMEDIATE PAST CHAIRPERSON AND BOARD MEMBERS AND HAS GENERAL CHARGE OF THE AFFAIRS OF THE ASSOCIATION DURING THE INTERVAL BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER AND CFO REVIEW THE 990 IN DETAIL. ONCE FINALIZED, THE REPORT IS SENT TO THE BUSINESS COMMITTEE WITH THE AGENDA FOR THE NEXT MEETING (NORMALLY FRIDAY PRIOR TO WEDNESDAY MEETING) TO ALLOW TIME FOR REVIEW PRIOR TO THE MEETING. THE TREASURER PRESENTS THE 990 AT THE BUSINESS COMMITTEE AND CFO/TREASURER RESPOND TO QUESTIONS OF THE COMMITTEE. THE COMMITTEE APPROVES THE REPORT TO BE FORWARDED TO THE BOARD FOR APPROVAL. THE 990 IS INCLUDED WITH THE AGENDA AND AVAILABLE FOR REVIEW BY THE BOARD PRIOR TO THE MEETING. THE TREASURER RESPONDS TO ANY QUESTIONS AT THE BOARD MEETING AND THE BOARD VOTES TO APPROVE THE 990. FORM 990, PART VI, SECTION B, LINE 12C THE GOVERNING BOARD APPROVED A CONFLICT OF INTEREST POLICY DOCUMENT. KEY STAFF MEMBERS AND VOLUNTEER BOARD MEMBERS SIGN A CONFLICT OF INTEREST POLICY WHICH IS RETURNED TO THE CEO'S OFFICE AND FILED. EACH PERSON RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY. WE EDUCATE ALL STAFF MEMBERS AND VOLUNTEERS ABOUT THE POLICY WITH THE EXPECTATION THAT ALL WILL COMPLY WITH THE POLICY. THERE IS AN UNDERSTANDING THAT THE DUTY TO DISCLOSE IS CONTINUOUS. FAILURE TO TIMELY AND ADEQUATELY RESPOND TO THE QUESTIONNAIRE OR TO MAKE ANY SUBSEQUENT DISCLOSURE IS GROUNDS FOR BOARD ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE CHAIRED BY THE BOARD CHAIR HAS AN EVALUATION PROCESS WHICH INCLUDES CRITERIA FOR MEASURING SUCCESS. THE EXECUTIVE COMMITTEE DETERMINES THE CEO PAY BASED ON THIS PROCESS. FOR THE OTHER POSITIONS, EACH POSITION IS RATED BASED ON CRITERIA AND A SALARY RANGE IS DETERMINED BY POSITION BASED ON RESPONSIBILITY, EXPERIENCE, IMPACT, ETC. THE CEO DETERMINES THE WAGES FOR SENIOR LEADERS WITHIN THE ESTABLISHED RANGE. DIRECT SUPERVISORS DETERMINE THE PAY RATE FOR THEIR EMPLOYEES, WORKING WITH HR FOR COMPARABLE DATA AND PAY RATES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE TAX RETURN IS AVAILABLE ON GUIDESTAR AND IT CONTAINS THE TAX INFORMATION, WHICH INCLUDES THE FINANCIALS. FORM 990, PART IX, LINE 11G OTHER FEES-MNGMNT-990: PROGRAM SERVICE EXPENSES 968,780. MANAGEMENT AND GENERAL EXPENSES 856,430. FUNDRAISING EXPENSES 186,150. TOTAL EXPENSES 2,011,360.