2023-08-21T14:21:06-05:00 2022-12-31 420714325 RSM US LLP 1001 WATER ST STE 500 TAMPA FL 33602 990 2022-01-01 363274346 ARMED SERVICES YMCA OF THE USA ARME 8664279622 14040 CENTRAL LOOP B WOODBRIDGE VA 22193 WILLIAM D FRENCH PRESIDENT AND CEO 8664279622 2023-08-21 1 WILLIAM FRENCH XXX-XX-XXXX 0 KRISTEN BARNETT P01234578 8133162300 2023-08-21 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WILLIAM D FRENCH 14040 CENTRAL LOOP B WOODBRIDGE VA 22193 10195133 0 X ASYMCA.ORG X 1983 IL THE ARMED SERVICES YMCA ENHANCES THE LIVES OF MILITARY MEMBERS AND THEIR FAMILIES IN SPIRIT, MIND AND BODY THROUGH PROGRAMS RELEVANT TO THE UNIQUE CHALLENGE OF MILITARY LIFE. 38 38 34 40 0 0 8252463 9569477 0 0 975880 591775 2027266 -203233 11255609 9958019 2540573 2839246 0 0 2779159 3472103 203571 576517 1365573 2274605 4156163 7797908 11044029 3457701 -1086010 35722939 29841290 4047612 2791551 31675327 27049739 X THE ARMED SERVICES YMCA ENHANCES THE LIVES OF MILITARY MEMBERS AND THEIR FAMILIES IN SPIRIT, MIND AND BODY THROUGH PROGRAMS RELEVANT TO THE UNIQUE CHALLENGE OF MILITARY LIFE. 0 0 3023742 1192483 PROGRAMS AND SUPPORT FOR MILITARY MEMBERS, SPOUSES & FAMILIES:ASYMCA PROGRAMS STRIVE TO INCREASE FAMILY RESILIENCE AND READINESS THROUGH A VARIETY OF PROGRAMS AND SERVICES. THESE PROGRAMS AND SERVICES BRING FAMILIES CLOSER TOGETHER WHILE AT HOME AND ESPECIALLY DURING DEPLOYMENT. HEALTHY FAMILIES CONTRIBUTE SUBSTANTIALLY TO THE SUCCESS OF SERVICE MEMBERS AND THE READINESS OF MILITARY UNITS, PROVIDING CONFIDENCE AND PEACE OF MIND.IN 2022 ASYMCA SERVED MORE THAN 85,000 FAMILIES AND 185,000 INDIVIDUALS. HIGHLIGHTS OF LOCAL PROGRAMS INCLUDE:- FOOD SUPPORT PROGRAMS- CAMPING (DAY CAMP AND RESIDENTIAL CAMP)- EMERGENCY FINANCIAL ASSISTANCE- FAMILY SUPPORT PROGRAMS AND SERVICES- FAMILY UNITY PROGRAMS AND SERVICES- HOLIDAY ASSISTANCE- UNIT+FAMILY READINESS GROUP SUPPORT- PARENT/CHILD DANCES- PARENTING AND EARLY EDUCATION CLASSES- CHILDREN'S PLAYGROUPS- WELLNESS PROGRAMS- PARENTING WORKSHOPS- INFANT CAR SEAT LOANPROGRAMS AND SUPPORT FOR MILITARY MEMBERS, SPOUSES AND FAMILIES- OPERATION KID COMFORT- CAMPING (DAY & RESIDENT) - FOOD SUPPORT FOR MILITARY AND VETERAN FAMILIES- WOUNDED WARRIOR SUPPORTFEW PEOPLE OUTSIDE OF MILITARY FAMILIES CAN IMAGINE THE STRAIN OF WORRYING ABOUT A SERVICE HUSBAND OR WIFE, ESPECIALLY ONE WHO IS DEPLOYED. A VAST ARRAY OF ASYMCA PROGRAMS HELP SPOUSES OF JUNIOR-ENLISTED LEARN LIFE SKILLS, CARE FOR CHILDREN, AND EVEN MAKE ENDS MEET. LOCAL PROGRAMS INCLUDE:- SPOUSE SUPPORT AND CRAFT GROUPS - SUPPORT OF ENLISTED SPOUSES CLUB- HOLIDAY DINNERS AND DANCES - LATE NIGHT RECREATIONAL ACTIVITIES - PARENTING WORKSHOPS 2149076 847538 CHILD CARE PROGRAMS:FULL DAY CHILD CARE, BEFORE AND AFTER SCHOOL CARE, AND HOSPITAL CHILD WATCH SERVICES FOR MILITARY PERSONNEL FAMILY MEMBERS ARE OFFERED AT LOW OR NO COST AT MULTIPLE ASYMCA BRANCHES AND AFFILIATES. 1262658 497959 EDUCATIONAL ASSISTANCE PROGRAMS:ASYMCA OFFERS EDUCATIONAL PROGRAMS FOR BOTH CHILDREN AND ADULTS, RANGING FROM PROGRAMS OFFERED ON-SITE AT ASYMCA BRANCHES TO FINANCIAL ASSISTANCE TO SUPPORT ONGOING EDUCATION. LOCAL PROGRAMS/SERVICES OFFERED INCLUDE:- PRESCHOOL- SPECIAL INTEREST CLASSES FOR ADULTS- FINANCIAL LITERACY CLASSES- CHILD LITERACY PROGRAM- BEFORE-AND AFTER-SCHOOL TUTORING- CHILD MENTORING- HEALTHY KIDS DAYS- ROBOTICS CAMP- TEEN LEADERSHIP TRAININGEDUCATIONAL ASSISTANCE PROGRAMS- PRESCHOOL TUITION ASSISTANCE- AFTER SCHOOL ENRICHMENT- COMPUTER CLASSES- ABCS AND 123SASYMCA'S MOST IMPACTFUL PROGRAM IS THE VARIETY OF CHILD CARE OFFERINGS ACROSS THE ENTERPRISE. AFFORDABLE, ACCESSIBLE AND QUALITY CHILD CARE ENABLES SPOUSE EMPLOYMENT AND PROVIDES ENRICHMENT ACTIVITIES AND GROWTH OPPORTUNITIES FOR CHILDREN. ASYMCA OPERATES NATIONALLY ACCREDITED CHILD CARE PROGRAMS, STATE- LICENSED PROGRAMS, AND PROGRAMS ON MILITARY BASES SUBJECT TO DOD INSPECTIONS. ASYMCA ALSO OFFERS DROP-OFF CARE AT MILITARY TREATMENT FACILITIES IN 14 DIFFERENT LOCATIONS; THIS PROGRAM (CHILDREN'S WAITING ROOM) ENABLES SPOUSES AND FAMILY MEMBERS TO PURSUE THEIR OWN PHYSICAL OR MENTAL HEALTH CARE NEEDS WITHOUT THE BURDEN OF FINDING AND PAYING FOR DROP-OFF CARE FOR THEIR SMALL CHILDREN.AS MILITARY FAMILIES EXPERIENCED THE IMPACTS OF COVID, SPOUSE UNEMPLOYMENT AND UNDER-EMPLOYMENT, AND INFLATION, MORE THAN 24 PERCENT OF THOSE ACTIVE FAMILIES REPORTED TO DOD THAT THEY SUFFERED FOOD INSECURITY. ASYMCA COUNTERED THIS READINESS ISSUE BY INCREASING ITS FOOD SUPPORT PROGRAM ACROSS ALL BRANCHES, PROVIDING HEALTHY AND SUSTAINABLE FOOD OFFERINGS TO MILITARY AND VETERAN FAMILIES. IN 2022 ASYMCA SERVED MORE THAN 65,000 FAMILIES WITH MORE THAN 2 MILLION POUNDS OF FOOD SUPPORT.ONE OF ASYMCA'S KEYSTONE PROGRAMS ACROSS ALL BRANCHES IS OPERATION HERO, AN AFTER-SCHOOL MENTORSHIP PROGRAM THAT AIDS CHILDREN FROM SIX TO 12 YEARS OF AGE WHO ARE EXPERIENCING EITHER SOCIAL OR ACADEMIC DIFFICULTY IN SCHOOL. THESE DIFFICULTIES ARE OFTEN CAUSED BY FREQUENT MOVES AND FAMILY DISRUPTION DUE TO DEPLOYMENTS. WITH PARTICIPANTS REFERRED BY TEACHERS, PARENTS, OR SCHOOL OFFICIALS, THE SEMESTER-LONG PROGRAM PROVIDES AFTER-SCHOOL TUTORING AND MENTORING ASSISTANCE IN A SMALL GROUP WITH TRAINED FACILITATORS. OPERATION HERO FACILITATES A POSITIVE ENVIRONMENT, ENCOURAGES RESPONSIBLE BEHAVIOR, AND GETS CHILDREN BACK ON TRACK IN SCHOOL, BOTH ACADEMICALLY AND SOCIALLY. MORE THAN 2,000 STUDENTS PER YEAR PARTICIPATE IN OPERATION HERO. 763909 301266 OTHER PROGRAMS:HEALTH CARE ASSISTANCE, RECREATIONAL, RESIDENCE AND AWARDS ASYMCA PROVIDES SUPPLEMENTAL HEALTHCARE AND MEDICAL ASSISTANCE TO JUNIOR-ENLISTED MILITARY PERSONNEL AND THEIR FAMILIES, RANGING FROM FINANCIAL ASSISTANCE FOR EYEGLASSES TO CHILD WATCH SO THAT MOMS AND DADS CAN ATTEND MEDICAL APPOINTMENTS. ASYMCA ALSO PROVIDES RESOURCE SUPPORT FOR MILITARY SPOUSES NEEDING INFORMATION ABOUT A VARIETY OF NEEDS. PROGRAMS OFFERED AT LOCAL BRANCHES INCLUDE:- RECREATION THERAPY - PEDIATRIC VOLUNTEERS- SUPPORT GROUPS FOR PARENTS WITH CHILDREN OF SPECIAL NEEDS- AQUACISE (AQUATICS PROGRAM)- BREAST CANCER AWARENESS GROUP - RESPITE CARE - CPR TRAINING/FIRST AID- BABY BUNDLES ASYMCA KEEPS CHILDREN AND ADULTS ENTERTAINED AND ACTIVE TO BUILD AND MAINTAIN A HEALTHY LIFESTYLE. WE OFFER A VARIETY OF PROGRAMS DESIGNED TO MEET THE SPECIFIC NEEDS OF EACH BRANCH. IN SAN DIEGO, ASYMCA OPERATES A PROGRAM AT THE NAVAL MEDICAL CENTER FOR WOUNDED WARRIORS TO ENJOY RECREATION ACTIVITIES SUCH AS TRIPS WITH GREAT SEATS TO PADRE GAMES, THERAPY DOG VISITATION, AND AQUATICS CLASSES. OUR BRANCH IN TWENTY-NINE PALMS OFFERS ACTIVITIES FOR CHILDREN UNDER FIVE WHILE PARENTS USE BASE FITNESS EQUIPMENT OR ATTEND YOGA CLASSES. OTHER LOCAL BRANCH PROGRAMS INCLUDE: - DANCE CLASSES- TAE KWON DO- PILATES/YOGA- WALKING GROUPS- SELF-WORTH WORKSHOPS- NUTRITION PROGRAM- HEALTHY LIFESTYLES CLASSES- YOUTH SPORTS, CAMPS, AND AQUATICS- GOLF TOURNAMENTS- 10K RACES - CERTIFIED AEROBICS CLASSES- ALL SERVICES ENLISTED BASEBALL- KIDS OLYMPICS- SOAP BOX DERBY 763909 301266 7199385 1 1 0 0 0 0 0 0 0 0 1 1 0 1 0 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 36 0 1 34 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 38 38 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AK CA HI IL KY MO NC OK TX VA WA X X HOLLY ROBERTSON VP OF FINANCE AND CHRIS HALEY COS 8664279622 14040 CENTRAL LOOP B WOODBRIDGE VA 22193 LTG DAVID D HALVERSON USA RET CHAIRMAN 1.00 X X 0 0 0 GEN ROBERT BROOKS BROWN USA RET VICE CHAIRMAN 1.00 X X 0 0 0 ROBERT K BURKE TREASURER 1.00 X X 0 0 0 MEG M O'GRADY SECRETARY 1.00 X X 0 0 0 TIM K ALLEN NATIONAL BOARD MEMBER 1.00 X 0 0 0 VADM JOHN M BIRD USN RET NATIONAL BOARD MEMBER 1.00 X 0 0 0 HENRY NMN BONILLA NATIONAL BOARD MEMBER 1.00 X 0 0 0 COL JOHN D BUTLER USA RET NATIONAL BOARD MEMBER 1.00 X 0 0 0 RICARDO J CHAMORRO NATIONAL BOARD MEMBER 1.00 X 0 0 0 JO A DECKER NATIONAL BOARD MEMBER 1.00 X 0 0 0 VINCENT M DESIO NATIONAL BOARD MEMBER 1.00 X 0 0 0 MAJ GEN SHARON K DUNBAR USAF RET NATIONAL BOARD MEMBER 1.00 X 0 0 0 LARRY G HUGHES NATIONAL BOARD MEMBER 1.00 X 0 0 0 ANDREA D INSERRA NATIONAL BOARD MEMBER 1.00 X 0 0 0 NEIL A JARVIS NATIONAL BOARD MEMBER 1.00 X 0 0 0 RADM ANTHONY M KURTA USN RET NATIONAL BOARD MEMBER 1.00 X 0 0 0 COL JEREMY M MARTIN USA RET NATIONAL BOARD MEMBER 1.00 X 0 0 0 ROXANNE E MOORE NATIONAL BOARD MEMBER 1.00 X 0 0 0 GEORGE MICHAEL MOUNT NATIONAL BOARD MEMBER 1.00 X 0 0 0 LTC DAVID B PAGE USA RET NATIONAL BOARD MEMBER 1.00 X 0 0 0 COL TERRI W PAGE USAF RET NATIONAL BOARD MEMBER 1.00 X 0 0 0 TIM R PAYNTER USN RET NATIONAL BOARD MEMBER 1.00 X 0 0 0 KATE R BOYCE REEDER NATIONAL BOARD MEMBER 1.00 X 0 0 0 KAT C SADEGHI NATIONAL BOARD MEMBER 1.00 X 0 0 0 DAVE J SCANLAN NATIONAL BOARD MEMBER 1.00 X 0 0 0 MAJ GEN MELVIN G SPIESE USMC RET NATIONAL BOARD MEMBER 1.00 X 0 0 0 LAUREN I STEVENS NATIONAL BOARD MEMBER 1.00 X 0 0 0 LTC RANDY M STILLINGER ANG NATIONAL BOARD MEMBER 1.00 X 0 0 0 PAM J SWAN NATIONAL BOARD MEMBER 1.00 X 0 0 0 MITCHELL B WALDMAN NATIONAL BOARD MEMBER 1.00 X 0 0 0 BOYD A WILLIAMS NATIONAL BOARD MEMBER 1.00 X 0 0 0 ROSEMARY J WILLIAMS NATIONAL BOARD MEMBER 1.00 X 0 0 0 HEATHER T WILSON NATIONAL BOARD MEMBER 1.00 X 0 0 0 COL WILLIAM H ZEMP USA RET NATIONAL BOARD MEMBER 1.00 X 0 0 0 STEVE R BROWNE BRANCH REPRESENTATIVE 1.00 X 0 0 0 LTG DAN LEAF LTG USAF RET BRANCH REPRESENTATIVE 1.00 X 0 0 0 KEITH J MANTERNACH BRANCH REPRESENTATIVE 1.00 X 0 0 0 JOEL A VARGAS LCR USN RET BRANCH REPRESENTATIVE 1.00 X 0 0 0 VADM WILLIAM FRENCH USN RET PRESIDENT/CEO 60.00 X 344417 0 36753 COL WILLIAM ZAMAGNI USMC RET CFO 60.00 X 231861 0 0 DONALD KANDEL CFO/CAO-PROGRAM MANAGER 25.00 X 135883 0 15970 CHRISTOPHER HALEY CHIEF OF STAFF 60.00 X 209563 0 25604 RADM CHARLES WILLIAMS USN RET CHIEF OPERATING & PROGRAMS OFFICER 60.00 X 220927 0 26377 DORENE OCAMB CHIEF DEV & MARKETING OFFICER 60.00 X 242504 0 40952 AMY GEORGE VP OF PROGRAMS 50.00 X 127972 0 16739 NAUREEN RAJAN VP OF DEVELOPMENT 50.00 X 108225 0 3245 MELISSA KELLEY CHIEF HUMAN RESOURCES OFFICER 60.00 X 116265 0 10491 TARA INGRAM VICE PRESIDENT, DIRECT MARKETING 50.01 X 141922 0 14810 MADELEINE MCADOO CHILD & YOUTH PROGRAM ANALYST 50.00 X 107083 0 0 1986622 0 190941 11 0 1 0 CDR FUNDRAISING GROUP PO BOX 828 LANHAM MD 20706 DIRECT MAILERS/STRATEGY & ACCOUNT MANAGE 576517 DIGITAL MEDIA SOLUTIONS LLC 4800 140TH AVE N STE 101 CLEARWATER FL 33762 SUSTAINING DONOR SERVICES 285483 STREETLIGHT DIGITAL 13396 LAFAYETTE WAY THORNTON CO 80241 FUNDRAISING STRATEGY/PHOTO SHOOT 284381 DESIGN DATA 610 PROFESSIONAL DR STE 102 GAITHERSBURG MD 20879 OUTSOURCED IT 250238 GLOBALFACES DIRECT 30 LESMILL RD STE 2 TORONTO ONTARIO M3B 2T6 CA MARKETING/FUNDRAISING SERVICES 191435 5 1000 482650 2807436 6278391 643967 9569477 587200 587200 15594 11019 4575 4575 4575 0 482650 226095 -226095 -226095 OTHER REVENUE 900099 22862 22862 22862 9958019 0 0 388542 2839246 2839246 1538432 886357 458220 193855 1613058 963949 438447 210662 71287 27254 38007 6026 29489 11274 15722 2493 219837 84048 117206 18583 30978 13321 13940 3717 70006 11046 56011 2949 576517 576517 435749 68753 348642 18354 1128672 901639 121468 105565 293540 126222 132093 35225 242358 104214 109061 29083 73165 31461 32924 8780 219936 104490 86988 28458 227456 97806 102355 27295 DONATED MATERIALS 666028 596885 69143 REPAIRS & MAINTENANCE 21783 9367 9802 2614 PROGRAM SUPPLIES 16285 8231 27 8027 7 2120 745 1375 728087 313077 327640 87370 11044029 7199385 2479071 1365573 2376603 1895638 2703694 1143595 1048837 1019159 481982 323521 787334 787334 0 0 11124799 9678991 15599247 13508910 2387777 2271476 35722939 29841290 1900346 2649253 2147266 142298 4047612 2791551 X 29898581 25280342 1776746 1769397 31675327 27049739 35722939 29841290 X -1086010 -4010256 470678 X 0 1 X 1 0 X 6541220 6917625 6680925 8252463 9569477 37961710 6541220 6917625 6680925 8252463 9569477 37961710 2391738 35569972 703749 596757 494078 530865 587200 2912649 2118320 22862 2141182 43015541 3027 0.82690 0.84090 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: EMPLOYEE RETENTION CREDIT - 2021 AMOUNT: $ 2,111,679. OTHER INCOME - 2021 AMOUNT: $ 6,641. 2022 AMOUNT: $ 22,862. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 115329 115329 0 1980 1980 0 670025 670025 0 0 EQUITY FUNDS 3685498 F 169680.69 -ISHARES MSCI EAFE INT'L I(BTMKX) 2251663 F 16827.98 -ISHARES S&P 500 FUND CL G (BSPGX) 7571749 F 13508910 DUE FROM BRANCHES 2184180 DEPOSIT 87296 2271476 X 35388692 -4010256 1259860 27954974 25204578 10184114 -226095 -226095 9958019 36071220 1259860 23767331 25027191 11044029 0 11044029 PART X, LINE 2: ASYMCA IS EXEMPT FROM FEDERAL INCOME TAX, EXCEPT ON INCOME EARNED FROM UNRELATED BUSINESS ACTIVITIES, UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). ASYMCA HAD NO NET UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2022, AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. MANAGEMENT EVALUATED ASYMCA'S TAX POSITIONS AND CONCLUDED THAT ASYMCA HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: AFFILIATES ACTIVITIES INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENT 27,954,974. PART XI, LINE 4B - OTHER ADJUSTMENTS: GALA EXPENSES REPORTED ON PART VIII, LN 8B -226,095. PART XII, LINE 2D - OTHER ADJUSTMENTS: AFFILIATES ACTIVITIES INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENT 23,541,236. GALA EXPENSES REPORTED ON PART VIII, LN 8B 226,095. X 1 CDR FUNDRAISING GROUP PO BOX 828 LANHAM MD 20706 DIRECT MAILING 0 0 576517 -576517 576517 -576517 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY ANGELS ANNUAL GALA 482650 482650 49500 32407 144188 482650 482650 49500 32407 144188 226095 -226095 1 ARMED SERVICES YMCA OF ALASKA PO BOX 6272 ELMENDORF AFB AK 99506 920016680 501(C)(3) 200802 0 PROGRAM SUPPORT EL PASO ASYMCA 7060 COMINGTON ST EL PASO TX 79930 741146782 501(C)(3) 100530 0 PROGRAM SUPPORT ARMED SERVICES YMCA OF THE USA FAYETTEVILLE CHAPTER 439 WESTWOOD SHOPPING CENTER FAYETTEVILLE NC 283141532 562159770 501(C)(3) 126892 0 PROGRAM SUPPORT KILLEEN ASYMCA 110 MOUNTAIN LION RD HARKER HEIGHTS TX 76548 741902832 501(C)(3) 125072 0 PROGRAM SUPPORT ARMED SERVICES YMCA OKLAHOMA - LAWTON 860 NW CACHE RD LAWTON OK 73507 730583931 501(C)(3) 94886 0 PROGRAM SUPPORT CAMP PENDELTON ASYMCA BOX 555028 BUILDING 16144 CAMP PENDLETON CA 92055 952486118 501(C)(3) 104855 0 PROGRAM SUPPORT HAMPTON ROADS REGIONAL ASYMCA 1465 LAKESIDE ROAD VIRGINIA BEACH VA 23455 540525308 501(C)(3) 441240 0 PROGRAM SUPPORT ARMED SERVICES YMCA OF MISSOURI PO BOX 18 FORT LEONARD WOOD MO 65473 431418023 501(C)(3) 102241 0 PROGRAM SUPPORT FT CAMPBELL BRANCH PO BOX 629 FORT CAMPBELL KY 42223 620491361 501(C)(3) 131585 0 PROGRAM SUPPORT SAN DIEGO BRANCH 3293 SANTO ROAD SAN DIEGO CA 92124 951679700 501(C)(3) 424171 0 PROGRAM SUPPORT TWENTYNINE PALMS ASYMCA PO BOX 6002 BUILDING 696 TWENTYNINE PALMS CA 92278 911883458 501(C)(3) 172555 0 PROGRAM SUPPORT ARMED SERVICES YMCA OF HAWAII 100 MCCHORD ST BLDG 1859 JOINT BASE PEARL HARBO HI 96853 990075037 501(C)(3) 473597 0 PROGRAM SUPPORT YMCA OF THE PIKES PEAK REGION 2190 JET WING DRIVE COLORADO SPRINGS CO 80916 840404266 501(C)(3) 29059 0 PROGRAM SUPPORT LIBERTY COUNTY ARMED SERVICES YMCA 201 MARY LOU DRIVE HINESVILLE GA 31313 580603160 501(C)(3) 31000 0 PROGRAM SUPPORT WATERTOWN FAMILY YMCA 119 WASHINGTON ST WATERTOWN NY 13601 150559207 501(C)(3) 50000 0 PROGRAM SUPPORT EAST CAROLINA YMCA 100 YMCA LN NEW BERN NC 28560 581402035 501(C)(3) 63000 0 PROGRAM SUPPORT YMCA OF GREATER OKLAHOMA 500 NORTH BROADWAY SUITE 500 OKLAHOMA CITY OK 73102 730579270 501(C)(3) 15000 0 PROGRAM SUPPORT YMCA OF FLORIDA'S FIRST COAST 40 E ADAMS STREET JACKSONVILLE FL 32202 590638514 501(C)(3) 30846 0 PROGRAM SUPPORT YMCA OF GREATER ROCHESTER 444 E MAIN ST ROCHESTER NY 14604 160743242 501(C)(3) 14490 0 PROGRAM SUPPORT YMCA OF METROPOLITAN FORT WORTH 512 LAMAR SUITE 400 FORT WORTH TX 76102 750827471 501(C)(3) 37200 0 PROGRAM SUPPORT GOLDEN STATE YMCA 320 N AKERS ST VISALIA CA 92291 941459198 501(C)(3) 15080 0 PROGRAM SUPPORT YMCA OF MIDDLE TENNESSEE 1000 CHURCH ST NASHVILLE TN 37203 620476243 501(C)(3) 5225 0 PROGRAM SUPPORT YMCA OF GREATER WITCHITA 9333 E DOUGLAS AVE WICHITA KS 67207 750808818 501(C)(3) 7000 0 PROGRAM SUPPORT YMCA OF GREATER SAN ANTONIO 16103 HENDERSON PASS SAN ANTONIO CA 78232 741109634 501(C)(3) 38750 0 PROGRAM SUPPORT 24 0 PART I, LINE 2: PROGRAM FUNDING AWARDED TO THE BRANCHES AND AFFILIATES ARE MONITORED BY OUR CFO AND COO VIA OUR ACCOUNTING SYSTEM INTACCT AS WELL AS PROGRESS REPORTS SUBMITTED TO HQ ON A MONTHLY/QUARTERLY BASIS. THE CEO AND THE BOARD APPROVE THE ANNUAL BUDGET THAT CONTAINS THE GRANT AWARDS TO THE BRANCHES AND THE AFFILIATES. X X X X 0 0 0 0 0 0 0 1 0 VADM WILLIAM FRENCH USN RET PRESIDENT/CEO 290314 0 50000 0 4103 0 36000 0 880 0 381297 0 0 0 DORENE OCAMB CHIEF DEV & MARKETING OFFICER 192205 0 50000 0 299 0 30175 0 16281 0 288960 0 0 0 RADM CHARLES WILLIAMS USN RET CHIEF OPERATING & PROGRAMS OFFICER 179805 0 40000 0 1122 0 26377 0 450 0 247754 0 0 0 CHRISTOPHER HALEY CHIEF OF STAFF 167970 0 40000 0 1593 0 24980 0 1045 0 235588 0 0 0 COL WILLIAM ZAMAGNI USMC RET CFO 211118 0 20000 0 743 0 0 0 0 0 231861 0 0 0 TARA INGRAM VICE PRESIDENT, DIRECT MARKETING 141607 0 0 0 315 0 0 0 15374 0 157296 0 0 0 DONALD KANDEL CFO/CAO-PROGRAM MANAGER 103087 0 30000 0 2796 0 15970 0 519 0 152372 0 0 0 PART I, LINE 7 EMPLOYEES LISTED IN PART VII RECEIVED PERFORMANCE BASED BONUSES. X 1 9967 MARKET VALUE X 1 1500 MARKET VALUE X AIRLINE MILEAGE 1 632500 MARKET VALUE 0 0 1 0 PART I, COLUMN (B): USING A COMBINATION OF THE TWO METHODS ABOVE FORM 990, PART VI, SECTION B, LINE 11B THE REVIEW IS CONDUCTED IN ANNUAL MEETING BY THE FINANCE/AUDIT COMMITTEE BEFORE THE IRS 990 IS SIGNED BY THE CEO AND SUBMITTED TO THE IRS. THE VERBIAGE ON THE GOVERNANCE AND MANAGEMENT DISCLOSURES IS REVIEWED AND MODIFIED AS NECESSARY AND THE PROGRAM DESCRIPTIONS ARE REVIEWED FOR ACCURACY. THE FINANCE/AUDIT COMMITTEES CONDUCTS THIS REVIEW BY EMAIL. THE FINAL REVIEW ASSURES THAT THE IRS 990 NUMBERS AGREE WITH THE AUDITED FINANCIAL NUMBERS IN THE SPECIFIC AREAS OF FUNCTIONAL EXPENSES, EXECUTIVE COMPENSATION AND PROGRAM/MISSION ACCOMPLISHMENT, THAT THE ADMINISTRATIVE AND FUNDRAISING RATIOS FALL WITHIN APPROVED BOARD GUIDANCE, THAT ALL GOVERNANCE AND COMPENSATION QUESTIONS WITHIN THE 990 ARE PROPERLY DOCUMENTED, AND THAT ALL PUBLIC DISCLOSURE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THE ASYMCA WEBSITE AND THAT THREE YEARS OF AUDITED FINANCIALS AND IRS 990'S ARE POSTED FOR PUBLIC REVIEW. THE FINANCE/AUDIT COMMITTEES THEN BRIEFS THE ENTIRE BOARD OF DIRECTORS ON THEIR REVIEW OF THE CURRENT IRS 990 AND ANY DISCREPANCIES NOTED. COPIES OF THE IRS 990 ARE MADE AVAILABLE TO THE ENTIRE BOARD OF DIRECTORS FOR THEIR PERSONAL REVIEW AND TO RESOLVE ANY QUESTIONS THEY MAY HAVE. FORM 990, PART VI, SECTION B, LINE 12C THE ASYMCA CONFLICT OF INTEREST POLICY IS REVIEWED AT AN ANNUAL BOARD MEETING EACH YEAR. DURING THE BOARD MEETING ALL BOARD DIRECTORS MUST COMPLETE AND SIGN THE NEW FORM BEFORE THE MEETING ADJOURNS. THE FORMS ARE REVIEWED AND FILED WITH THE BOARD MINUTES FOR THAT YEAR. ANY BOARD MEMBERS NOT IN ATTENDANCE ARE MAILED A NEW CONFLICT OF INTEREST FORM AND THEY WILL BE CONTACTED FOR AS LONG AS IT TAKES TO GET THE SIGNED FORMS BACK AND FILED. THE KEY MEMBERS OF THE HEADQUARTERS STAFF (CEO, COO AND CFO) AS WELL AS THE BRANCH EXECUTIVE DIRECTORS ARE ALSO REQUIRED TO COMPLETE THE CONFLICT OF INTEREST FORMS. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S PAY IS COMPARED AGAINST YMCA ORGANIZATION AND OTHER NON-PROFIT ORGANIZATIONS OF SIMILAR SIZE AND SCOPE, TABULATES THE DATA AND CREATES A BOARD RECOMMENDATION FOR THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE IS COMPOSED OF THE PAST BOARD CHAIRMAN AND THE EXECUTIVE COMMITTEE AND THEY EACH DO AN INDEPENDENT EVALUATION OF THE CEO BASED ON THE CRITERIA IN HIS EVALUATION FROM THE PREVIOUS YEAR AND HIS GOALS FOR THE NEW YEAR. THESE EVALUATIONS ARE COMPILED INTO ONE DOCUMENT WHICH CONTAINS THE EVALUATION AND THE RECOMMENDATION FOR COMPENSATION FOR THE NEW YEAR. THE COMPENSATION COMMITTEE MEETS AT THE SPRING BOARD MEETING EACH YEAR TO REVIEW THE EVALUATIONS, THE COMPENSATION COMPARABILITY DATA AND THEY MAKE THE DETERMINATION THAT THE RECOMMENDED COMPENSATION IS NOT EXCESSIVE. THEY MEET WITHOUT STAFF PRESENT AND REVIEW WITH THE ENTIRE BOARD OF DIRECTORS. ALL COMMITTEE AND BOARD MEMBERS ARE INDEPENDENT. THE COMPENSATION COMMITTEE MAKES THEIR REPORT TO THE ENTIRE BOARD AND THE BOARD OF DIRECTORS VOTES ON THE EXECUTIVE COMPENSATION PACKAGE AFTER THEY DETERMINE THAT THE COMPENSATION IS NOT EXCESSIVE. FORM 990, PART VI, SECTION C, LINE 19 IT IS THE POLICY OF THE ARMED SERVICES YMCA TO ALLOW PUBLIC ACCESS TO THE ORGANIZATION'S FORM 990 AND THE AUDITED FINANCIAL RECORDS FOR THE MOST CURRENT THREE YEARS. THESE RECORDS ALONG WITH THE ORGANIZATION'S BYLAWS AND CURRENT IRS DETERMINATION LETTER WILL BE MADE AVAILABLE FREE OF CHARGE UPON REQUEST. FORM 990, PART XI, LINE 9: 2021 AND 2022 CONS. FINANCIAL STATEMENT NET ASSETS VARIANCE 470,678. THE YOUNG MEN'S CHRISTIAN ASSOCIATION RETIREMENT FUND 120 BROADWAY NEW YORK NY 10271 135562401 TYPE I SUPPORTING ORGANIZATION PROVIDING RETIREMENT BENEFITS NY 501(C)(3) LINE 12B, II N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0