YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER BOSTON INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER BOSTON INC (EIN 04-2103551)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-03
- IRS object ID
- 202311849349300211
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-03T08:55:59-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103551 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNG MEN'S CHRISTIAN ASSOCIATION | BusinessNameLine1Txt |
| Business Name Line2 | OF GREATER BOSTON INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YOUN | BusinessNameControlTxt |
| Phone | 6175367800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 316 HUNTINGTON AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID SHAPIRO | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6175367800 | PhoneNum |
| Signature | 2023-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | SHAPIRO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOYCE RIPIANZI CPA | PreparerPersonNm |
| PTIN | P00548581 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2023-06-30 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID SHAPIRO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 316 HUNTINGTON AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $116,209,524 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.YMCABOSTON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1851 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE YMCA OF GREATER BOSTON IS DEDICATED TO IMPROVING THE HEALTH OF MIND, BODY, AND SPIRIT OF INDIVIDUALS AND FAMILIES IN OUR COMMUNITIES. WE PROVIDE WELCOMING, BELONGING, AND OPPORTUNITY FOR ALL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 40 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 38 | VotingMembersIndependentCnt |
| Total Employee | 2778 | TotalEmployeeCnt |
| Total Volunteers | 1527 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $39,293,101 | PYContributionsGrantsAmt |
| CY Contributions Grants | $47,927,309 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $32,019,245 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $44,497,628 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,428,447 | PYInvestmentIncomeAmt |
| CY Investment Income | $417,184 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,560 | PYOtherRevenueAmt |
| CY Other Revenue | $64,387 | CYOtherRevenueAmt |
| PY Total Revenue | $72,757,353 | PYTotalRevenueAmt |
| CY Total Revenue | $92,906,508 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $36,920,089 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $46,914,212 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,256,246 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $40,521,999 | PYOtherExpensesAmt |
| CY Other Expenses | $36,629,882 | CYOtherExpensesAmt |
| PY Total Expenses | $77,442,088 | PYTotalExpensesAmt |
| CY Total Expenses | $83,544,094 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,684,735 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,362,414 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $164,153,956 | TotalAssetsBOYAmt |
| Total Assets EOY | $165,487,956 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $67,135,014 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $62,599,241 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $97,018,942 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $102,888,715 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $36,605,121 | ExpenseAmt |
| Revenue | $29,108,973 | RevenueAmt |
| Desc | YMCA OF GREATER BOSTON MEMBERS AND PROGRAM PARTICIPANTS BENEFIT FROM A DIVERSE ARRAY OF HEALTH AND WELLNESS PROGRAMS AND SERVICES WHICH ARE OFFERED AT 13 BRANCH LOCATIONS THROUGHOUT THE CITY OF BOSTON AND SURROUNDING SUBURBAN LOCATIONS. PROGRAM OFFERINGS INCLUDE FITNESS CENTERS, INSTRUCTIONAL FITNESS PROGRAMS - BOTH INDIVIDUAL OR GROUP, PERSONAL TRAINING, AQUATICS LEARN-TO-SWIM PROGRAMS, SPECIALTY HEALTH PROGRAMS, FAMILY GYM TIME, YOUTH SPORTS, SPORTS LEAGUES AND THE JR CELTICS ACADEMY LEAGUE. IN ADDITION TO HEALTH AND WELLNESS CENTERS, WE OPERATE TWO YOUTH OVERNIGHT CAMPS AND A FAMILY CAMP IN NEW HAMPSHIRE. (CONTINUED ON SCHEDULE O)THE YOUTH CAMPS PROVIDES A UNIQUE OPPORTUNITY FOR CHILDREN AND TEENS TO HAVE A BREAK FROM THEIR DAILY ROUTINE AND EXPERIENCE INDEPENDENCE IN A SAFE AND CONTROLLED ENVIRONMENT UNDER THE GUIDANCE OF COLLEGE-AGE MENTORS. THE CAMP EXPERIENCES PROVIDE AN OPPORTUNITY TO FORM NEW MEANINGFUL RELATIONSHIPS IN A SETTING THAT ENCOURAGES BELONGING WHILE TRYING NEW ACTIVITIES AND DEVELOPING IMPORTANT LIFE SKILLS THAT PROMOTE PHYSICAL ACTIVITY AND OVERALL WELL-BEING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $25,868,429 | ExpenseAmt |
| Revenue | $15,131,030 | RevenueAmt |
| Desc | THE YMCA OF GREATER BOSTON HAS A LONG AND SUCCESSFUL HISTORY OF PROVIDING PRE-SCHOOL, AFTER-SCHOOL AND SUMMER DEVELOPMENT, EDUCATIONAL, RECREATIONAL AND SOCIAL ACTIVITIES FOR YOUTH OF ALL AGES. IN OUR EARLY EDUCATION PROGRAM, CHILDREN FROM ALL BACKGROUNDS ARE BROUGHT TOGETHER TO BE NURTURED, NOURISHED, LOVED AND CELEBRATED. DIVERSITY IS STRENGTH AND CREATIVITY AND CRITICAL THINKING FLOURISH. A HOLISTIC, PLAY-BASED CURRICULUM ALLOWS OUR TEACHERS TO FOLLOW EACH CHILD'S INTEREST, WHILE BUILDING ESSENTIAL SKILLS, STRENGTH AND RESILIENCE. WE UNDERSTAND THAT HEALTHY CHILDREN NEED HEALTHY BODIES AND HEALTHY MINDS. (CONTINUED ON SCHEDULE O)FOR SCHOOL AGE BEFORE AND AFTERSCHOOL PROGRAMS IN LOCAL PUBLIC SCHOOLS AND AT COMMUNITY SITES, THE YMCA OF GREATER BOSTON IS THE LARGEST PROVIDER OF STATE LICENSED CHILDCARE IN MASSACHUSETTS. PROGRAMS ARE HELD DURING AFTERSCHOOL HOURS, SCHOOL VACATIONS, ON CERTAIN HOLIDAYS AND TEACHER PROFESSIONAL DEVELOPMENT DAYS. OUR STAFF LEAD ACTIVITIES THAT PROMOTE COOPERATION AND CHARACTER DEVELOPMENT. IN OUR SUMMER CAMP PROGRAMS, WE TAKE A WHOLE-CHILD APPROACH, AND ROUND OUT THEIR SUMMER EXPERIENCE WITH INVIGORATING SPORTS AND SWIMMING INSTRUCTION THAT PROMOTES PHYSICAL WELL-BEING, EXPLORATION OF THE COMMUNITY WHICH FOSTERS SOCIAL AND EMOTIONAL GROWTH, WHILE SEAMLESSLY WEAVING LITERACY, MATH, AND SCIENCE LESSONS INTO OUR CURRICULUM. KIDS CAN'T HELP BUT DEVELOP LIFE-LONG LOVE OF LEARNING AND FRIENDSHIP AT OUR CAMPS AND BENEFIT FROM REDUCED SUMMER LEARNING LOSS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,615,304 | ExpenseAmt |
| Revenue | $257,625 | RevenueAmt |
| Desc | THE YMCA OF GREATER BOSTON OFFERS AN ARRAY OF EDUCATION SERVICES TO LOW-INCOME INDIVIDUALS AND FAMILIES INCLUDING ADULT BASIC EDUCATION, COMPUTER LITERACY CLASSES, AND INTRODUCED CULINARY ARTS PROGRAM IN 2022. IN ADDITION, MORE THAN 500 PARTICIPANTS ENGAGED IN ENGLISH AS A SECOND LANGUAGE FOR RECENT IMMIGRANTS. THE Y PROVIDES COMPREHENSIVE JOB SKILLS TRAINING AND HELPS WITH PLACEMENT IN PERMANENT EMPLOYMENT POSITIONS. OUR FAMILIES IN TRANSITION PROGRAM NOT ONLY PROVIDES SHELTER, BUT ALSO ADDRESS THE UNDERLYING ISSUES THAT CAUSED FAMILIES TO BE HOMELESS. (CONTINUED ON SCHEDULE O)THE YMCA CONTINUED TO DELIVER GROCERIES AND PREPARED READY TO GO MEALS TO CHILDREN, SENIORS AND FAMILIES IN 2022 AND OPERATED A FOOD PANTRY WAREHOUSE IN EAST BOSTON THAT SUPPORTED BOTH YMCA LOCATIONS AND COMMUNITY PARTNER LOCATIONS IN THE GREATER BOSTON AREA. A NEW PARTNERSHIP WE ARE EXCITED ABOUT IS OUR ROLE IN THE BOSTON COMMUNITY HUB SCHOOLS. THE MODEL INTENTIONALLY LOOKS AT ITS ASSETS AND OPPORTUNITIES TO TAKE ACTION TO MAKE THEIR SCHOOL COMMUNITY THE BEST IT CAN BE. FAMILIES AND THE COMMUNITY ARE EMPOWERED AND ENCOURAGED TO BE PARTNERS IN WHAT HAPPENS IN THE SCHOOL AND A YMCA COMMUNITY HUB SCHOOL STAFF MEMBER IS ON SITE TO SUPPORT THE SCHOOL COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $76,088,854 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 223 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2778 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 40 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 38 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL FALVEY CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179278135 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 316 HUNTINGTON AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| EVELYN KAUPP | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH B BURNETT | ||||||||
| VICE CO-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NANCY S STUART | ||||||||
| VICE CO-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NEIL HAYNES | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| REZA AGHAMIRZADEH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HOPE ALDRICH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD BAUMERT | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES BROPHY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL BROWNELL | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CASEY CARLSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY R CARPENTER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN CORMIER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ARIELLE DAWKINS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN FARINA | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSPEH FERRA | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE GOONAN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN HAYDEN | ||||||||
| BOARD MEMBER (AS OF 1/22) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDRE JOHNSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID MARSHALL | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRENDA J MCAULIFFE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GWENDOLYN MCCOY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATT MCPHERRON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| C ANN MERRIFIELD | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TARA M MURPHY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOEL P MURRAY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLAYNE MURRELL- SMITH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM PARENT | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOAN PARSONS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TREVOR SAMIOS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE A SAUNDERS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHANIQUE L SMITH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REBEKAH SPLAINE SALWASSER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEREMY P SURATT | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBRA TAYLOR BLAIR | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN TUCK | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRED WANG | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH A WILLIS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ADAM WINN | ||||||||
| BOARD MEMBER (AS OF 8/22) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RACHAEL ROLLINS | ||||||||
| BOARD MEMBER (UNTIL 1/22) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES O'S MORTON | ||||||||
| PRESIDENT & CEO (UNTIL 12/31/22) | 40.00 | Yes (X) | Yes (X) | $485,915 | $0 | $25,499 | ||
| DAVID SHAPIRO | ||||||||
| PRESIDENT & CEO (AS OF 10/17/22) | 40.00 | Yes (X) | Yes (X) | $69,974 | $0 | $2,769 | ||
| PAUL FALVEY | ||||||||
| CFO | 40.00 | Yes (X) | $249,246 | $0 | $41,039 | |||
| JARRETT C ROYSTER | ||||||||
| COO (UNTIL 10/7/22) | 40.00 | $235,414 | $0 | $21,798 | Yes (X) | |||
| AMY G TURNER | ||||||||
| CHIEF PROGRAM OFFICER | 40.00 | $202,727 | $0 | $36,825 | Yes (X) | |||
| WILFORD TUNEY | ||||||||
| CHIEF DEV. OFFICER (UNTIL 9/16/22) | 40.00 | $167,297 | $0 | $27,601 | Yes (X) | |||
| WENDY E ZINN | ||||||||
| CHIEF SOCIAL RESPONSIBILITY OFFICER | 40.00 | $183,845 | $0 | $28,988 | Yes (X) | |||
| ROBIN M GILBERT | ||||||||
| CHRO | 40.00 | $205,777 | $0 | $5,230 | Yes (X) | |||
| MARION KELLY | ||||||||
| SVP -BRANCH OPERATIONS | 40.00 | $171,176 | $0 | $16,417 | Yes (X) | |||
| HELIO ROSA | ||||||||
| DIRECTOR OF FACILITIES & RE | 40.00 | $145,201 | $0 | $21,619 | Yes (X) | |||
| PAUL J SLOVIN | ||||||||
| EXEC. DIR. OF SHARED SERVICES | 40.00 | $138,418 | $0 | $25,165 | Yes (X) | |||
| IRENE COLLINS | ||||||||
| CHIEF COMMUNICATIONS OFFICER | 40.00 | $131,941 | $0 | $12,464 | Yes (X) | |||
| DONNY BAUTZ | ||||||||
| SENIOR EXECUTIVE DIRECTOR | 40.00 | $142,645 | $0 | $13,210 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,529,576 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $278,624 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 38 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ZOZIMUS | |||||
| 100 NORTH WASHINGTON STREET | BOSTON | MA | 02114 | ADVERTISING SERVICES | $658,059 |
| CROWN MECHANICAL | |||||
| PO BOX 31 | GROVELAND | MA | 01834 | FACILITIES R&M | $420,554 |
| MYSTIC PLACE LLCWINN COMPANIES | |||||
| 3610 MYSTIC VALLEY PARKWAY | MEDFORD | MA | 02155 | RENTAL SPACE | $307,315 |
| FRANKLIN 100 HOLDINGS LLC | |||||
| TEN POST OFFICE SQUARE 14TH FLOOR | BOSTON | MA | 02109 | RENTAL SPACE | $307,159 |
| KPMG | |||||
| PO BOX 120511 | DALLAS | TX | 75312 | AUDIT & TAX SERVICES | $164,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $105,800 | FederatedCampaignsAmt |
| Fundraising | $854,173 | FundraisingAmt |
| Government Grants | $35,345,181 | GovernmentGrantsAmt |
| All Other Contributions | $11,622,155 | AllOtherContributionsAmt |
| Noncash Contributions | $3,704,637 | NoncashContributionsAmt |
| Total Contributions | $47,927,309 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM FEES | 624100 | $23,513,752 | $23,513,752 |
| AFFORDABLE HEALTH & WELLNESS PROG | 624100 | $18,382,363 | $18,382,363 |
| OTHER REVENUES | 624100 | $2,601,513 | $2,601,513 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $44,497,628 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $635,408 | TotalRevenueColumnAmt |
| Exclusion | $635,408 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,840,585 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,058,809 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$218,224 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$218,224 | TotalRevenueColumnAmt |
| Exclusion | -$218,224 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $308,594 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $854,173 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $244,207 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,387 | TotalRevenueColumnAmt |
| Exclusion | $64,387 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,906,508 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $44,497,628 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $481,571 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,966,530 | TotalAmt |
| Program Services | $873,671 | ProgramServicesAmt |
| Management And General | $574,739 | ManagementAndGeneralAmt |
| Fundraising | $518,120 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,701,437 | TotalAmt |
| Program Services | $34,379,631 | ProgramServicesAmt |
| Management And General | $2,171,694 | ManagementAndGeneralAmt |
| Fundraising | $1,150,112 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,648,275 | TotalAmt |
| Program Services | $1,518,317 | ProgramServicesAmt |
| Management And General | $81,231 | ManagementAndGeneralAmt |
| Fundraising | $48,727 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,318,879 | TotalAmt |
| Program Services | $2,009,386 | ProgramServicesAmt |
| Management And General | $209,930 | ManagementAndGeneralAmt |
| Fundraising | $99,563 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,279,091 | TotalAmt |
| Program Services | $2,981,452 | ProgramServicesAmt |
| Management And General | $214,188 | ManagementAndGeneralAmt |
| Fundraising | $83,451 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,892 | TotalAmt |
| Program Services | $3,069 | ProgramServicesAmt |
| Management And General | $194,823 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,559 | TotalAmt |
| Management And General | $228,559 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,470 | TotalAmt |
| Management And General | $105,470 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,630 | TotalAmt |
| Management And General | $122,630 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,441 | TotalAmt |
| Fundraising | $5,441 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $638,726 | TotalAmt |
| Program Services | $413,053 | ProgramServicesAmt |
| Fundraising | $225,673 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,168 | TotalAmt |
| Program Services | $217,540 | ProgramServicesAmt |
| Management And General | $51,758 | ManagementAndGeneralAmt |
| Fundraising | $14,870 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $892,052 | TotalAmt |
| Program Services | $843,254 | ProgramServicesAmt |
| Management And General | $37,231 | ManagementAndGeneralAmt |
| Fundraising | $11,567 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,231,780 | TotalAmt |
| Program Services | $12,714,868 | ProgramServicesAmt |
| Management And General | $471,477 | ManagementAndGeneralAmt |
| Fundraising | $45,435 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $504,768 | TotalAmt |
| Program Services | $499,308 | ProgramServicesAmt |
| Management And General | $1,388 | ManagementAndGeneralAmt |
| Fundraising | $4,072 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,957 | TotalAmt |
| Program Services | $321,736 | ProgramServicesAmt |
| Management And General | $9,880 | ManagementAndGeneralAmt |
| Fundraising | $8,341 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,125,457 | TotalAmt |
| Program Services | $3,978,931 | ProgramServicesAmt |
| Management And General | $146,526 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,257 | TotalAmt |
| Program Services | $552,257 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM FOOD AND PERSON | $10,439,007 | $10,439,007 | |
| PROGRAM EXPENSES | $2,222,967 | $2,222,967 | |
| EQUIPMENT EXPENDABLES L | $2,120,407 | $2,120,407 | |
| NATIONAL SUPPORT | $517,561 | $517,561 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,783 | TotalAmt |
| Management And General | $59,909 | ManagementAndGeneralAmt |
| Fundraising | $40,874 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,544,094 | TotalAmt |
| Program Services | $76,088,854 | ProgramServicesAmt |
| Management And General | $5,198,994 | ManagementAndGeneralAmt |
| Fundraising | $2,256,246 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,495,354 | BOYAmt |
| EOY | $6,553,080 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,801 | BOYAmt |
| EOY | $587,176 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,092,990 | BOYAmt |
| EOY | $868,651 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,074,576 | BOYAmt |
| EOY | $5,929,824 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $207,010,600 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $97,752,839 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,731,375 | BOYAmt |
| EOY | $109,257,761 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,041,074 | BOYAmt |
| EOY | $35,772,102 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $636,786 | BOYAmt |
| EOY | $6,519,362 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,153,956 | BOYAmt |
| EOY | $165,487,956 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,111,055 | BOYAmt |
| EOY | $6,553,773 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,890,363 | BOYAmt |
| EOY | $1,904,514 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,794,224 | BOYAmt |
| EOY | $40,356,848 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,339,372 | BOYAmt |
| EOY | $13,784,106 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,135,014 | BOYAmt |
| EOY | $62,599,241 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,078,040 | BOYAmt |
| EOY | $83,802,176 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,940,902 | BOYAmt |
| EOY | $19,086,539 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,018,942 | BOYAmt |
| EOY | $102,888,715 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,153,956 | BOYAmt |
| EOY | $165,487,956 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,362,414 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,545,275 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,052,634 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,683,369 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,380,969 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,921,008 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,005,369 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,235,903 | CurrentTaxYearAmt |
| Total | $218,226,618 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,683,369 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,380,969 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,921,008 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,005,369 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,235,903 | CurrentTaxYearAmt |
| Total | $218,226,618 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $13,573,942 | SubstantialContributorsTotAmt |
| Public Support Total170 | $204,652,676 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $317,886 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $382,858 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $404,065 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $801,683 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $635,408 | CurrentTaxYearAmt |
| Total | $2,541,900 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $339,602 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $194,765 | CurrentTaxYearMinus3YearsAmt |
| Total | $534,367 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $221,302,885 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $266,037,397 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92480 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91300 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $105,470 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $105,470 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE YMCA OF GREATER BOSTON IS A MEMBER OF THE ALLIANCE OF MASSACHUSETTS YMCAS, A PUBLIC POLICY AND ADVOCACY GROUP COMMITTED TO WORKING WITH YMCAS AND OTHER CHILD CARE AND HUMAN SERVICE ORGANIZATIONS IN THE COMMONWEALTH, CONCERNED WITH THE WELL BEING OF CHILDREN AND FAMILIES. THE YMCA OF GREATER BOSTON ENGAGES A STRATEGIC MANAGEMENT AND PUBLIC AFFAIRS CONSULTANT TO ASSIST THE ORGANIZATION IN NAVIGATING REGULATORY AND FUNDING MATTERS PERTAINING TO YMCA SERVICES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,371,255 | BeginningYearBalanceAmt |
| Contributions | $339,233 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,534,889 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $736,310 | OtherExpendituresAmt |
| Administrative Expenses | $116,613 | AdministrativeExpensesAmt |
| End Year Balance | $25,322,676 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,588,528 | BeginningYearBalanceAmt |
| Contributions | $8,321,454 | ContributionsAmt |
| Investment Earnings Or Losses | $3,178,977 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $605,753 | OtherExpendituresAmt |
| Administrative Expenses | $111,951 | AdministrativeExpensesAmt |
| End Year Balance | $30,371,255 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,357,532 | BeginningYearBalanceAmt |
| Contributions | $38,949 | ContributionsAmt |
| Investment Earnings Or Losses | $2,865,417 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $586,670 | OtherExpendituresAmt |
| Administrative Expenses | $86,700 | AdministrativeExpensesAmt |
| End Year Balance | $19,588,528 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,056,500 | BeginningYearBalanceAmt |
| Contributions | $1,024,751 | ContributionsAmt |
| Investment Earnings Or Losses | $2,932,263 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $573,643 | OtherExpendituresAmt |
| Administrative Expenses | $82,339 | AdministrativeExpensesAmt |
| End Year Balance | $17,357,532 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,962,058 | BeginningYearBalanceAmt |
| Contributions | $4,698 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,268,015 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $560,656 | OtherExpendituresAmt |
| Administrative Expenses | $81,585 | AdministrativeExpensesAmt |
| End Year Balance | $14,056,500 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.42570 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.18290 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.39140 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $180,916,636 | OtherCostOrOtherBasisAmt |
| Depreciation | $75,178,686 | DepreciationAmt |
| Book Value | $105,737,950 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,093,964 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,574,153 | DepreciationAmt |
| Book Value | $3,519,811 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $109,257,761 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST RATE SWAP OBLIGATION | $800,404 |
| HOUSING DEBT | $6,899,332 |
| LEASE LIABILITIES | $6,084,370 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,784,106 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $89,535,444 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,545,275 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,296,841 | OtherRevenueAmt |
| Revenue Not Reported | -$3,248,434 | RevenueNotReportedAmt |
| Revenue Subtotal | $92,783,878 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $122,630 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $122,630 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $92,906,508 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $83,665,671 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $244,207 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $244,207 | ExpensesNotReportedAmt |
| Expenses Subtotal | $83,421,464 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $122,630 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $122,630 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $83,544,094 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | INTENDED USE OF ENDOWMENT FUNDS THE ENDOWMENT FUNDS OF THE YMCA OF GREATER BOSTON HAVE BEEN SET ASIDE THROUGH THE INTENTIONS OF DONORS AND BOARD APPROPRIATION FOR GENERAL OR SPECIFIC PURPOSES. THE ENDOWMENT INVESTMENT POLICY ALLOWS FOR ANNUAL SPEND OF 4% BASED ON THE AVERAGE ENDOWMENT BALANCE FOR THE TRAILING 12 QUARTERS. |
| PART X, LINE 2: | FIN 48 (ASC) FOOTNOTE THE ASSOCIATION IS A NONPROFIT ORGANIZATION DESCRIBED UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND IS GENERALLY EXEMPT FROM INCOME TAXES UNDER THE PROVISIONS OF IRC SECTION 501(A). THE ASSOCIATION BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | BENEFICIAL INTEREST IN TRUST -224,339. CHANGE IN FMV OF INTEREST RATE SWAPS 1,276,973. FUNDRAISING EXPENSES 244,207. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 244,207. |
| PART V, LINE 2: | YMCA OF GREATER BOSTON HAS ADOPTED FASB ASU 2016-14, PRESENTATION OF THE FINANCIAL STATEMENTS OF NOT-FOR-PROFIT ENTITIES. AS A RESULT, THE DECEMBER 31, 2022 AUDITED FINANCIAL STATEMENTS CLASSIFY NET ASSETS AS EITHER NET ASSETS WITHOUT DONOR RESTRICTIONS, OR NET ASSETS WITH DONOR RESTRICTIONS. FOR PURPOSES OF PART V, LINE 2, YMCA OF GREATER BOSTON HAS REPORTED ITS YEAR END ENDOWMENT BALANCE WITHOUT DONOR RESTRICTIONS AS QUASI-ENDOWMENT AND ITS YEAR END BALANCE WITH DONOR RESTRICTIONS AS PERMANENT ENDOWMENT AND TERM RESTRICTED ENDOWMENT, RESPECTIVELY. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | YGB TOGETHER WE MOVE | Event1Nm |
| Gross Receipts Event1 | $201,023 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $158,905 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $42,118 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $5,951 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $674 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $825 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $13,875 | OtherDirectExpensesEvent1Amt |
| Event2 | SPARK PARTY | Event2Nm |
| Gross Receipts Event2 | $516,418 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $506,842 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $9,576 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $35,250 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $58,829 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $9,411 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $18,524 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 11 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $445,326 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $188,426 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $256,900 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $6,770 | CashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $16,242 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $31,879 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $1,550 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $44,427 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,162,767 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $854,173 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $308,594 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $6,770 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $57,443 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $91,382 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $11,786 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $76,826 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $244,207 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $64,387 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES O'S MORTON | ||||||||||||||
| PRESIDENT & CEO (UNTIL 12/31/22) | $451,105 | $0 | $0 | $0 | $34,810 | $0 | $25,196 | $0 | $303 | $0 | $511,414 | $0 | $0 | $0 |
| PAUL FALVEY | ||||||||||||||
| CFO | $249,246 | $0 | $0 | $0 | $0 | $0 | $23,012 | $0 | $18,027 | $0 | $290,285 | $0 | $0 | $0 |
| JARRETT C ROYSTER | ||||||||||||||
| COO (UNTIL 10/7/22) | $231,529 | $0 | $0 | $0 | $3,885 | $0 | $16,738 | $0 | $5,060 | $0 | $257,212 | $0 | $0 | $0 |
| AMY G TURNER | ||||||||||||||
| CHIEF PROGRAM OFFICER | $197,323 | $0 | $0 | $0 | $5,404 | $0 | $18,798 | $0 | $18,027 | $0 | $239,552 | $0 | $0 | $0 |
| WENDY E ZINN | ||||||||||||||
| CHIEF SOCIAL RESPONSIBILITY OFFICER | $177,628 | $0 | $0 | $0 | $6,217 | $0 | $16,978 | $0 | $12,010 | $0 | $212,833 | $0 | $0 | $0 |
| ROBIN M GILBERT | ||||||||||||||
| CHRO | $201,707 | $0 | $0 | $0 | $4,070 | $0 | $0 | $0 | $5,230 | $0 | $211,007 | $0 | $0 | $0 |
| WILFORD TUNEY | ||||||||||||||
| CHIEF DEV. OFFICER (UNTIL 9/16/22) | $167,297 | $0 | $0 | $0 | $0 | $0 | $13,734 | $0 | $13,867 | $0 | $194,898 | $0 | $0 | $0 |
| MARION KELLY | ||||||||||||||
| SVP -BRANCH OPERATIONS | $166,470 | $0 | $0 | $0 | $4,706 | $0 | $15,222 | $0 | $1,195 | $0 | $187,593 | $0 | $0 | $0 |
| HELIO ROSA | ||||||||||||||
| DIRECTOR OF FACILITIES & RE | $140,391 | $0 | $0 | $0 | $4,810 | $0 | $3,607 | $0 | $18,012 | $0 | $166,820 | $0 | $0 | $0 |
| PAUL J SLOVIN | ||||||||||||||
| EXEC. DIR. OF SHARED SERVICES | $138,418 | $0 | $0 | $0 | $0 | $0 | $13,170 | $0 | $11,995 | $0 | $163,583 | $0 | $0 | $0 |
| DONNY BAUTZ | ||||||||||||||
| SENIOR EXECUTIVE DIRECTOR | $137,759 | $0 | $0 | $0 | $4,886 | $0 | $285 | $0 | $12,925 | $0 | $155,855 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HOUSING ALLOWANCE A HOUSING ALLOWANCE IS PROVIDED TO THE FORMER PRESIDENT/CEO AS PART OF HIS COMPENSATION FOR THE YEAR. THE ALLOWANCE ENDED WITH HIS EMPLOYMENT ON DECEMBER 31, 2022. THE YMCA OF GREATER BOSTON PROVIDES MEMBERSHIPS TO ALL ELIGIBLE EMPLOYEES EMPLOYMENT CONTRACT. THE ALLOWANCE AMOUNT IS INCLUDED IN TAXABLE AT NO COST. |
| PART I, LINE 7 | BONUS AND INCENTIVE COMPENSATION PAYMENT ARE PAID AT THE RECOMMENDATION OF THE ORGANIZATION'S CEO, SUBJECT TO THE REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE TO THE GENERAL BOARD FOR APPROVAL. |
| SCHEDULE J, PART II, COLUMN (B) (III): | OTHER REPORTABLE COMPENSATION INCLUDES TRANSPORTATION BENEFITS AND RELOCATION BENEFITS. SUCH AMOUNTS ARE INCLUDED IN TAXABLE COMPENSATION FOR THE YEAR. |
| SCHEDULE J, PART II, COLUMN (B) (I) AND (C): | IN JUNE 2022, THE BOARD APPROVED AN INCREASE IN THE RETIREMENT CONTRIBUTION FOR THE PLAN SPONSORED Y RETIREMENT FROM 8% TO 10%. THE INCREASED CONTRIBUTION WAS EFFECTIVE FOR THE PAYDATE JULY 22, 2022. |
| SCHEDULE J, PART II: | JAMES O'S. MORTON RETIRED EFFECTIVE DECEMBER 31, 2022. JARRETT C. ROYSTER LEFT EMPLOYMENT OF THE ORGANIZATION ON OCTOBER 7, 2022 AND TODD TUNEY LEFT EMPLOYMENT OF THE ORGANIZATION ON SEPTEMBER 16, 2022. DAVID SHAPIRO JOINED THE ORGANIZATION AS ITS 14TH PRESIDENT AND CEO EFFECTIVE OCTOBER 17, 2022. ROBIN GILBERT JOINED THE ORGANIZATION AS ITS CHIEF HUMAN RESOURCES OFFICER ON FEBRUARY 14, 2022. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MASS DEVELOPMENT FINANCE AGENCY - SERIES 2004 | ||||||||
| A | 043431814 | 57583F5X5 | 2004-10-28 | $28,000,000 | NEW CONST./REFUND '98 & '01 BONDS | 0 | 0 | 0 |
| MASS DEVELOPMENT FINANCE AGENCY - SERIES 2007 | ||||||||
| B | 043431814 | 57583RKV6 | 2007-05-09 | $8,500,000 | NEW CONST./REFUND '04 BONDS | 0 | 0 | 0 |
| MASS DEVELOPMENT FINANCE AGENCY - SERIES 2012 | ||||||||
| C | 043431814 | 000000000 | 2012-04-02 | $10,800,000 | NEW CONSTRUCTION | 0 | 0 | 0 |
| MASS DEVELOPMENT FINANCE AGENCY - SERIES 2015 | ||||||||
| D | 043431814 | 000000000 | 2015-04-29 | $10,000,000 | NEW CONSTRUCTION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $9,617,845 | $28,000,000 | $795,244 | $623,658 | $134,515 | $26,446,583 | 2005 | Yes (1) | Yes (1) | Yes (1) | Yes (1) |
| B | $4,788,930 | $8,500,000 | $164,750 | $36,181 | $8,299,069 | 2009 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | |
| C | $295,000 | $10,800,000 | $28,920 | $10,771,080 | 2015 | 0 | 0 | Yes (1) | Yes (1) | ||
| D | $1,628,312 | $10,000,000 | $25,000 | $9,975,000 | 2015 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | |||
| (no name) | ||||||||||||
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | |||
| (no name) | ||||||||||||
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | |||
| CITIZENS BANK | ||||||||||||
| D | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | 15.000000000000 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, LINE 3: | ALL MANAGEMENT AND SERVICE CONTRACTS IN BOND-FINANCED SPACE QUALIFY UNDER A PRIVATE BUSINESS USE SAFE HARBOR OR EXCEPTION OR ARE INCIDENTAL IN NATURE. THEREFORE, NO CONTRACTS RESULT IN PRIVATE BUSINESS USE. |
| SCHEDULE K, PART IV, LINE 2C: | FOR ALL FOUR BOND ISSUES, THE REBATE COMPUTATION WAS PERFORMED IN APRIL, 2022. |
Schedule M IRS990ScheduleM
Intellectual Property IntellectualPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $788,880 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $68,502 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1508 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,699,900 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | CAMPAIGN PROMOTION AND SUPPLIES | 181 | $72,600 | FAIR MARKET VALUE |
| Yes (X) | PROGRAM SUPPLIES | 13 | $60,755 | FAIR MARKET VALUE |
| Yes (X) | OTHER | 2 | $14,000 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | YMCA OF GREATER BOSTON IS REPORTING IN PART 1, COLUMN (B), THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | FOUNDED IN 1851 AS AMERICA'S FIRST Y, THE YMCA OF GREATER BOSTON STRENGTHENS THE GREATER BOSTON COMMUNITY THROUGH A FOCUS ON YOUTH DEVELOPMENT, HEALTHY LIVING AND SOCIAL RESPONSIBILITY. AS ONE OF THE COMMUNITY'S LEADING NONPROFITS, WE ARE DEDICATED TO NURTURING THE POTENTIAL OF EVERY CHILD AND TEEN, IMPROVING OUR COMMUNITY'S HEALTH AND WELL-BEING AND PROVIDING OPPORTUNITIES TO GIVE BACK AND SUPPORT OUR NEIGHBORS. EACH YEAR, THE YMCA ENABLES YOUTH, ADULTS, AND SENIORS FROM BOSTON AND SURROUNDING SUBURBAN COMMUNITIES WITHIN ITS SERVICE AREA TO BE HEALTHY, CONFIDENT, CONNECTED AND SECURE. TODAY, THE YMCA OF GREATER BOSTON RANKS AS ONE OF THE LARGEST URBAN Y'S IN THE NATION, STAYING TRUE TO ITS ROOTS AS A VALUES-DRIVEN, VOLUNTEER-LED, HUMAN SERVICE ORGANIZATION STRENGTHENING CHILDREN, FAMILIES AND COMMUNITIES. THE Y'S STAFF, VOLUNTEERS, AND CONSTITUENTS REPRESENT THE BROAD SPECTRUM OF CITIZENS, BY ANY AND ALL MEASURES, WHO LIVE IN GREATER BOSTON. EVERYDAY, THE YMCA OF GREATER BOSTON WORKS SIDE-BY-SIDE WITH OUR NEIGHBOURS TO MAKE SURE THAT EVERYONE, REGARDLESS OF AGE, INCOME OR BACKGROUND, HAS THE OPPORTUNITY TO LEARN, GROW AND THRIVE. IN 2022, THE YMCA OF GREATER BOSTON WELCOMED DAVID SHAPIRO AS THE 14TH PRESIDENT AND CEO OF THE YMCA OF GREATER BOSTON. DAVID JOINED THE YGB ON OCTOBER 17, 2022. YOUTH DEVELOPMENT - WE BELIEVE THAT ALL KIDS DESERVE THE OPPORTUNITY TO DISCOVER WHO THEY ARE AND WHAT THEY CAN ACHIEVE. THROUGH OUR Y, YOUTH UNDER THE AGE OF 18 OF OUR COMMUNITIES ARE CULTIVATING THE VALUES, SKILLS AND RELATIONSHIPS THAT LEAD TO POSITIVE BEHAVIORS, BETTER HEALTH AND EDUCATIONAL ACHIEVEMENT. THE Y IS THE LARGEST PROVIDER OF AFTER SCHOOL PROGRAMS AND EARLY EDUCATION IN MASSACHUSETTS, OFFERS ONE OF THE STATE'S LARGEST SUMMER YOUTH EMPLOYMENT PROGRAM. IN 2022, YMCA OF GREATER BOSTON SERVED AND MADE AN IMPACT ON YOUTH OF OUR COMMUNITIES AS BELOW: 1. 6,730 YOUTH NURTURED THIS SUMMER AT DAY AND OVERNIGHT CAMPS AND OUR SUMMER LEARNING ACADEMIES 2. 3,500 CHILDREN SERVED IN BEFORE AND AFTER SCHOOL PROGRAMMING AND OUR EARLY EDUCATION CENTERS 3. 961 TEENS MENTORED, EMPLOYED, AND INSPIRED THROUGHOUT THE YEAR 4. IN PARTNERSHIP WITH BOSTON AFTERSCHOOL & BEYOND 1,600 AT-RISK YOUTH GRADUATED FROM OUR SUMMER LEARNING ACADEMIES DURING THE SUMMER OF 2022. HEALTHY LIVING - CHILDREN AND ADULTS OF OUR COMMUNITIES ARE RECEIVING GUIDANCE AND THE RESOURCES NEEDED TO ACHIEVE GREATER HEALTH AND WELL-BEING FOR THEIR SPIRIT, MIND AND BODY BY BEING A MEMBER OF OUR Y. IN COMMUNITIES ACROSS GREATER BOSTON, THE Y IS A LEADING VOICE ON HEALTH AND WELL-BEING. WITH A MISSION CENTERED ON BALANCE, THE Y BRINGS FAMILIES CLOSER TOGETHER, ENCOURAGES GOOD HEALTH AND FOSTERS CONNECTIONS THROUGH FITNESS, SPORTS, AND FUN. HEALTH DISPARITIES CONTINUE AS A MAJOR ISSUE, AS OUR COMMUNITY AND NATION CONTINUED TO COME OUT OF THE PANDEMIC. WITH A FOCUS ON HELPING EVERYONE CREATE HEALTHY HABITS, THE Y CREATED NEW PRODUCTS, SERVICES AND PARTNERSHIPS TO PROMOTE HEALTH EQUITY FOR ALL. THE IMPACT OF OUR EFFORTS DURING 2022: 1. 70,000 MEMBERS FOUND CONNECTION AND ACTIVITY TO LEAD HEALTHY LIVES 2. $4,000,000+ IN FINANCIAL ASSISTANCE PROVIDED FOR Y MEMBERSHIP, ADULT EDUCATION, YOUTH PROGRAMMING, AND MORE 3. 1,000,000+ MINUTES OF MOVEMENT EXPERIENCED BY PARTICIPANTS DURING OUR "TOGETHER WE MOVE" INITIATIVE. DURING TWO WEEKS IN OCTOBER, OUR "TOGETHER WE MOVE" INITIATIVE DEMONSTRATED HOW THE Y IS A CHAMPION OF COMMUNITY HEALTH. DURING THIS INITIATIVE WE MOTIVATED OUR COMMUNITY TO PARTICIPATE IN HEALTHY ACTIVITIES AND MAKE CONNECTIONS TO OTHERS FOR IMPROVED HEALTH AND WELLNESS, QUALITY OF LIFE AND A SENSE OF BELONGING. 4. 20,000 LIFESAVING SWIM LESSONS TAUGHT TO CHILDREN AND TEENS UNDER 18 5. 520 PARTICIPANTS SUPPORTED AND CONNECTED THROUGH DAILY GROUP EXERCISE CLASSES AND CHRONIC DISEASE PROGRAMS SOCIAL RESPONSIBILITY - TO BRING ABOUT MEANINGFUL CHANGE, INDIVIDUALS NEED ONGOING ENCOURAGEMENT AND TOOLS. THE YMCA IS PRESENT DAY-IN AND DAY-OUT TO PROVIDE THE RESOURCES ITS COMMUNITIES NEED TO ADDRESS THE MOST PRESSING SOCIAL ISSUES SUCH AS ADULT EDUCATION, WORKFORCE DEVELOPMENT AND HOUSING. ON ANY GIVEN NIGHT, 35 ADULTS AND CHILDREN ARE LIVING AT THE HUNTINGTON YMCA. OUR FAMILIES IN TRANSITION PROGRAM NOT ONLY PROVIDES SHELTER, BUT ALSO ADDRESS THE UNDERLYING ISSUES THAT CAUSED FAMILIES TO BE HOMELESS. SINCE 1896, THE YMCA OF GREATER BOSTON HAS PROVIDED ADULT EDUCATION TO NEWCOMERS HELPING THEM THRIVE IN THEIR NEW HOMELAND. THIS COMMITMENT TO ADULT EDUCATION CONTINUES TODAY AT THE INTERNATIONAL LEARNING CENTER (ILC) AND TRAINING, INC. WHERE ADULTS OF OUR COMMUNITIES EACH YEAR BRIDGE SKILLS GAPS AND START ON A PATH TOWARDS EMPLOYMENT AND SELF-SUFFICIENCY. IN 2022, YMCA OF GREATER BOSTON, ALONG WITH OUR PARTNERS 1. 1.1 MILLION HEALTHY YEAR-ROUND SUMMER MEALS SERVED TO CHILDREN AND YOUTH UNDER 18 THROUGH OUR PARTNERSHIP WITH THE DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION (DESE) 2. 213,000 GROCERY BAGS EQUATING TO 2,654,002 POUNDS OF FOOD PACKED AT OUR HUNGER PREVENTION DISTRIBUTION CENTER 3. GRADUATED IN FALL 2022 OUR FIRST COHORT OF INDIVIDUALS THAT ENROLLED IN A DUAL LANGUAGE CULINARY ARTS PROGRAM RUN IN PARTNERSHIP WITH NEW ENGLAND CULINARY ARTS TRAINING (NECAT) AND OPERATING OUT OF OUR EAST BOSTON YMCA KITCHEN. LESSONS WERE TAUGHT IN BOTH ENGLISH AND SPANISH, REMOVING BARRIERS TO EMPLOYMENT SKILLS FOR A CAREER IN PROFESSIONAL KITCHENS. THE YMCA OF GREATER BOSTON HAS BRANCHES LOCATED IN BOSTON'S FENWAY, DORCHESTER, ROXBURY, CHINATOWN, WEST ROXBURY, HYDE PARK, ALLSTON/BRIGHTON, EAST BOSTON AND CHARLESTOWN NEIGHBORHOODS, AS WELL AS IN THE OUTLYING COMMUNITIES OF NEEDHAM, WALTHAM, READING, AND WOBURN. THE YMCA ALSO HAS DAY CAMPING FACILITIES IN MASSACHUSETTS COMMUNITIES INCLUDING BOXFORD (OWNED) AND CANTON (IN PARTNERSHIP WITH DCR) AND A RESIDENT CAMP FACILITY IN TUFTONBORO, NEW HAMPSHIRE THAT OPERATES CAMP PROGRAMS FOR BOYS (NORTHWOODS), GIRLS (PLEASANT VALLEY) AND FAMILIES (SANDY ISLAND). |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS THE YMCA OF GREATER BOSTON'S FINANCE, AUDIT AND RISK COMMITTEES, COMMITTEES OF THE GENERAL BOARD OF DIRECTORS, REVIEW A FINAL FORM OF THE FORM 990 PRIOR TO ACTUAL FILING. ONCE THE TAX RETURN IS FULLY ANALYZED AND PREPARED BY Y MANAGEMENT, A COPY IS DISTRIBUTED TO THE GENERAL BOARD, IN ADVANCE OF A SPECIFIC MEETING. TAX GROUP REPRESENTATIVES MEET WITH MANAGEMENT AND MEMBERS OF THE GENERAL BOARD IN ORDER TO ENSURE ALL PERSONS HAVE HAD AN OPPORTUNITY TO ASK QUESTIONS AND DISCUSS THE CONTENT OF THE TAX RETURN, PRIOR TO IT BEING FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST EACH YEAR, A CONFLICT-OF-INTEREST POLICY DOCUMENT AND COVER LETTER IS MAILED FROM THE PRESIDENT'S OFFICE TO CONCERNED PERSONS INCLUDING ALL MEMBERS OF THE GENERAL BOARD OF DIRECTORS, YMCA OF GREATER BOSTON SENIOR STAFF MEMBERS, BRANCH EXECUTIVES, AND BRANCH AND BOARD CHAIRS (I.E. PERSONS COVERED UNDER THE POLICY). THE QUESTIONNAIRE PROVIDES A DESCRIPTION OF A CONFLICT OF INTEREST AS WELL AS THE BUSINESS AFFILIATION OF THE CONCERNED PERSON. ALL MEMBERS ARE REQUIRED TO COMPLETE AND SIGN THE QUESTIONNAIRE, AND TO RETURN THE COMPLETED DOCUMENTS TO THE PRESIDENT'S OFFICE. THE YMCA OF GREATER BOSTON'S PRESIDENT, AND CHIEF FINANCIAL OFFICER REVIEW THE CONTENTS/RESPONSES DETAILED ON THE QUESTIONNAIRES, FOR COMPLETENESS AS WELL AS TO IDENTIFY ANY MATERIAL (OR POTENTIAL) CONFLICTS THAT MAY EXIST HAVE BEEN DOCUMENTED. THE YMCA OF GREATER BOSTON'S PRESIDENT SUBSEQUENTLY REVIEWS IDENTIFIED CONFLICTS WITH THE CHAIR OF THE GENERAL BOARD OF DIRECTOR. THE CONCERNED PERSON WITH WHOM A CONFLICTING INTEREST EXISTS WILL BE EXCLUDED FROM ANY DISCUSSION, APPROVAL OF TRANSACTIONS, BIDS, ETC. WITH ANY AND ALL GENERAL BOARD COMMITTEE MEETINGS. EACH YEAR, A CONFLICT-OF-INTEREST POLICY DOCUMENT AND COVER LETTER IS MAILED FROM THE PRESIDENT'S OFFICE TO CONCERNED PERSONS INCLUDING ALL MEMBERS OF THE GENERAL BOARD OF DIRECTORS, YMCA OF GREATER BOSTON SENIOR STAFF MEMBERS, BRANCH EXECUTIVES, AND BRANCH AND BOARD CHAIRS (I.E. PERSONS COVERED UNDER THE POLICY). THE QUESTIONNAIRE PROVIDES A DESCRIPTION OF A CONFLICT OF INTEREST AS WELL AS THE BUSINESS AFFILIATION OF THE CONCERNED PERSON. ALL MEMBERS ARE REQUIRED TO COMPLETE AND SIGN THE QUESTIONNAIRE, AND TO RETURN THE COMPLETED DOCUMENTS TO THE PRESIDENT'S OFFICE. THE YMCA OF GREATER BOSTON'S PRESIDENT, AND CHIEF FINANCIAL OFFICER REVIEW THE CONTENTS/RESPONSES DETAILED ON THE QUESTIONNAIRES, FOR COMPLETENESS AS WELL AS TO IDENTIFY ANY MATERIAL (OR POTENTIAL) CONFLICTS THAT MAY EXIST HAVE BEEN DOCUMENTED. THE YMCA OF GREATER BOSTON'S PRESIDENT SUBSEQUENTLY REVIEWS IDENTIFIED CONFLICTS WITH THE CHAIR OF THE GENERAL BOARD OF DIRECTOR. THE CONCERNED PERSON WITH WHOM A CONFLICTING INTEREST EXISTS WILL BE EXCLUDED FROM ANY DISCUSSION, APPROVAL OF TRANSACTIONS, BIDS, ETC. WITH ANY AND ALL GENERAL BOARD COMMITTEE MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION POLICIES THE EXECUTIVE COMMITTEE OF THE GENERAL BOARD OF DIRECTORS, LED BY THE CURRENT BOARD CHAIR, IS RESPONSIBLE FOR DUE DILIGENCE OF EXECUTIVE AND EMPLOYEE COMPENSATION TO ASSURE THAT THE YMCA OF GREATER BOSTON COMPLIES WITH IRS REQUIREMENTS FOR NON-PROFIT COMPENSATION. THE COMMITTEE REVIEWS AND DISCUSSES COMPENSATION SURVEYS OF COMPARABLE SIZE YMCAS ACROSS THE COUNTRY RESEARCHED BY SULLIVAN, COTTER AND ASSOCIATES, A SURVEY OF REPRESENTATIVE BOSTON AREA NON-PROFITS EXECUTIVES' COMPENSATION, AND A NATIONAL SURVEY OF ALL NON-PROFIT AND GENERAL INDUSTRY EXECUTIVES. THE COMMITTEE THEN REVIEWS AND APPROVES THE ANNUAL MERIT SALARY PLAN (BASED ON ANNUAL REVIEWS) AND ANY CHANGES TO THE COMPENSATION RANGES; EXAMINES THE COMPENSATION OF THE Y'S SENIOR EXECUTIVES AND COMPARES THEIR COMPENSATION TO THE SAME POSITIONS AT COMPARABLE YMCAS AND OTHER LOCAL AND REGIONAL NON-PROFITS; ASSURES THAT THE YMCA OF GREATER BOSTON IS PAYING BETWEEN THE FIFTIETH AND SEVENTY-FIFTH PERCENTILE OF PREVAILING MARKET RATES FOR SIMILAR POSITIONS; REVIEWS THE PERFORMANCE APPRAISAL OF THEY PRESIDENT BY THE CHAIR OF THE GENERAL BOARD; DETERMINES THE COMPENSATION OF THE YMCA PRESIDENT; AND ENSURES THAT THERE ARE CLEAR PERFORMANCE MEASURES FOR ANNUAL EMPLOYEE INCENTIVE AWARDS. THE COMMITTEE GENERALLY MEETS TWO TO FOUR TIMES ANNUALLY. THE COMMITTEE ALSO ASSIGNS SPECIFIC ANALYTICAL TASKS TO THE VP/HR TO ENSURE THE ORGANIZATION IS KEEPING CURRENT ON ALL COMPENSATION PRACTICES. |
| FORM 990, PART VI, SECTION C, LINE 19 | DISCLOSURE OF DOCUMENTS ON THE ORGANIZATION'S WEBSITE (WWW.YMCABOSTON.ORG) ANYONE IS ABLE TO DOWNLOAD A PDF FILE OF THE Y'S MOST CURRENT ANNUAL REPORT (THIS DOCUMENT INCLUDES THE FINANCIAL STATEMENTS OF THE DECEMBER 31, 2022, FINANCIAL AUDIT, THE STATEMENT OF FINANCIAL ACTIVITIES, AND THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION). |
| FORM 990, PART XI, LINE 9: | BENEFICIAL INTEREST IN TRUST -224,339. CHANGE IN FMV OF INTEREST RATE SWAPS 1,276,973. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YMCA SHARED SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 316 HUNTINGTON AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043504548 | EIN |
| Primary Activities | PROMOTE SOCIAL WELFARE, YOUTH DEVELOPMENT, HEALTLY LIVING, SOCIAL RESPONSIBI | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YMCA GREATER BOSTON INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YMCA SHARED SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | M | TransactionTypeTxt |
| Involved | $24,000 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
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