2021-11-14T21:54:24-06:00 2020-12-31 420714325 RSM US LLP 7351 OFFICE PARK PLACE MELBOURNE FL 329408229 990 2020-07-01 591629660 YMCA OF SOUTHWEST FLORIDA INC FKA SKY FAMILY YMCA INC YMCA 9414929622 701 CENTER RD VENICE FL 342854808 GENE JONES CEO 9414929622 2021-11-12 1 GENE JONES 999009999 JULIANA KREUL P01204534 3217516200 2021-11-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X X GENE JONES 701 CENTER RD VENICE FL 342854808 18285869 0 X WWW.YMCASWFL.ORG X 1976 FL THE MISSION OF THE YMCA OF SOUTHWEST FLORIDA IS TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD A HEALTHY SPIRIT, MIND, AND BODY FOR ALL. OUR AREAS OF FOCUS ARE YOUTH DEVELOPMENT, HEALTHY LIVING AND SOCIAL RESPONSIBILITY. THE YMCA OF SOUTHWEST FLORIDA IS AN ASSOCIATION OF PERSONS OF ALL AGES, ETHNICITIES, AND RELIGIONS, UNITED IN A COMMON EFFORT TO ENRICH THE QUALITY OF SPIRITUAL, MENTAL, PHYSICAL, AND SOCIAL LIFE FOR FAMILIES AND THE LOCAL COMMUNITY. 21 21 898 188 0 0 3999744 12679696 14114934 5345751 43296 19292 250725 128004 18408699 18172743 920323 297435 0 12064148 5633119 0 570517 7254081 4086634 20238552 10017188 -1829853 8155555 33636453 42109477 9700487 9951216 23935966 32158261 X THE MISSION OF THE YMCA OF SOUTHWEST FLORIDA IS TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND, AND BODY FOR ALL. WE OFFER HEALTH AND WELLNESS AND SPORTS PROGRAMS TO PEOPLE OF ALL AGES, (CONTINUED ON SCHEDULE O)(CONTINUED FROM PART III, LINE 1) PROVIDE PRE-SCHOOL AND AFTER SCHOOL CHILD CARE, AND COLLABORATE WITH OTHER LOCAL NOT-FOR-PROFIT AGENCIES TO ASSIST COMMUNITY MEMBERS IN VARIOUS ASPECTS OF LIFE INCLUDING STRENGTHENING FAMILIES. 0 0 3528917 226770 1858745 YOUTH DEVELOPMENT: OUR YMCA IS COMMITTED TO NURTURING THE POTENTIAL OF EVERY CHILD AND TEEN. WE BELIEVE ALL KIDS HAVE GREAT POTENTIAL AND DESERVE THE OPPORTUNITY TO DISCOVER WHO THEY ARE AND WHAT THEY CAN ACHIEVE. THAT'S WHY WE HELP YOUNG PEOPLE CULTIVATE THE VALUES, SKILLS AND RELATIONSHIPS THAT LEAD TO POSITIVE BEHAVIORS, BETTER HEALTH AND EDUCATIONAL ACHIEVEMENT.OUR YMCA PROGRAMS, SUCH AS OUR 4 EARLY LEARNING CENTERS, YREADS, SUMMER CAMP AND BEFORE AND AFTER-SCHOOL CARE AS WELL AS A RANGE OF YOUTH SPORTS AND YOUTH ENRICHMENT ACTIVITIES, OFFER A RANGE OF EXPERIENCES THAT ENRICH SOCIAL-EMOTIONAL, COGNITIVE AND PHYSICAL GROWTH. (CONTINUED ON SCHEDULE O)(CONTINUED FROM PART III, LINE 4.A.) EXPENSES INCLUDE SUBSIDIES AND DIRECT FINANCIAL ASSISTANCE THAT MAKE PARTICIPATION POSSIBLE FOR THE YOUNG PEOPLE WE ENGAGE.YMCA OF SOUTHWEST FLORIDA, INC. EARLY LEARNING CENTERS PROVIDE FULL-DAY CARE FROM 6:30 AM - 6:00 PM. WE PROVIDE SAFE, LOVING, AFFORDABLE CARE FOR OVER 627 CHILDREN AGES SIX WEEKS TO FIVE YEARS IN OUR CENTERS ANNUALLY. ON AVERAGE OVER 50% OF THE FAMILIES ENROLLED IN THE PRESCHOOLS PARTICIPATE AT A SUBSIDIZED RATE THROUGH YMCA SCHOLARSHIP ASSISTANCE OR THROUGH FUNDING FROM THE EARLY LEARNING COALITION. THESE FAMILIES LIVE AT OR NEAR THE POVERTY LEVEL.YMCA OF SOUTHWEST FLORIDA, INC. PROVIDES BEFORE AND AFTER-SCHOOL CARE FOR YOUTH FROM KINDERGARTEN THROUGH EIGHTH GRADE. THE PROGRAM IS AVAILABLE AT 29 SITES. BEFORE-SCHOOL CARE BEGINS AT 6:45 AM, AND AFTER-SCHOOL CARE ENDS AT 6:00 PM. FOR STUDENTS AT WHICH WE DO NOT OFFER THE PROGRAM AT THEIR SCHOOL, THE YOUTH ARE BUSSED TO THE YMCA DURING THE SCHOOL YEAR. ON AVERAGE OVER 2,453 STUDENTS PARTICIPATE ANNUALLY IN BEFORE AND AFTER-SCHOOL.FULL-DAY CARE AND SUMMER CAMP PROGRAMS ARE ALSO OFFERED TO YOUTH THROUGHOUT THE YEAR WHEN SCHOOL IS NOT IN SESSION. THE PROGRAMS ARE AVAILABLE FROM 6:45 AM TO 6:00 PM. ON AVERAGE, OVER 2,409 CHILDREN ATTEND SUMMER CAMP ANNUALLY. DURING SUMMER CAMP CHILDREN PARTICIPATE IN ACTIVITIES THAT ALLOW THEM TO CONNECT AND GAIN POSITIVE YOUTH DEVELOPMENT SKILLS AND CHARACTER VALUES THAT BUILD THE FOUNDATION FOR THEIR FUTURES. SUMMER CAMP ALSO PROVIDES EDUCATIONAL ENHANCEMENT OPPORTUNITIES THAT HELP REDUCE THE SUMMER LEARNING SLIDE. DAILY ACTIVITIES AVAILABLE INCLUDE LEARNING CENTERS, HOMEWORK ASSISTANCE AND TUTORING, ARTS AND CRAFTS, GROUP GAMES, AND PHYSICAL FITNESS. CHILDREN ALSO RECEIVE MEALS WHILE IN YMCA CARE AT NO ADDITIONAL COST. THE YMCA ALSO HAS TWO YMCA READS! SITES OFFERED THROUGH SCHOOL AGE CARE. THIS PROGRAM PROVIDES FREE EXTENSIVE READING TUTORING FROM TRAINED STAFF AND VOLUNTEERS IN A ONE-ON-ONE SETTING FOR STUDENTS FROM KINDERGARTEN THROUGH THIRD GRADE. THE SKY FAMILY YMCA PROGRAMS ALL RANK AT THE TOP IN THE STATE IN REGARD TO QUALIFICATION OF COORDINATORS, DELIVERY OF INSTRUCTION, STUDENT ATTENDANCE HOURS, NUMBER OF MENTORS, AND SUPPORT SERVICES OFFERED BY THE YMCA OF SOUTHWEST FLORIDA, INC.TO ENSURE EVERYONE HAS ACCESS TO YMCA YOUTH DEVELOPMENT PROGRAMS, THE YMCA PROVIDED SCHOLARSHIP ASSISTANCE OF OVER $226,770 TO NEEDY FAMILIES IN THE SCHOOL AGE PROGRAM. THE PROGRAM IS LICENSED THROUGH THE DEPARTMENT OF CHILDREN AND FAMILIES.AT THE ONSET OF THE PANDEMIC, THE YMCA PIVOTED ITS FOCUS TO PROVIDING EMERGENCY CHILDCARE TO THE FAMILIES OF ESSENTIAL EMPLOYEES AND FIRST RESPONDERS. THESE FAMILIES HAD ACCESS TO A SAFE AND NURTURING PLACE FOR THEIR CHILDREN TO ATTEND WHILE THEY WERE PLAYING THEIR ROLES TO FIGHT OFF THE CORONAVIRUS. CHILDCARE WAS PROVIDED FOR CHILDREN SIX WEEKS TO EIGHTH GRADE. VIRTUAL LEARNING CENTERS WERE ALSO AVAILABLE SO THAT CHILDREN COULD ATTEND SCHOOL REMOTELY DURING SCHOOL CLOSURES. OUR Y ALSO OPERATED MEAL AND FEEDING PROGRAMS TO ENSURE CHILDREN AND THEIR FAMILIES HAD ACCESS TO HEALTHY MEALS DURING THE PANDEMIC. 2095055 70665 1523147 HEALTHY LIVING: THE Y IS COMMITTED TO IMPROVING AMERICA'S HEALTH AND WELL-BEING, COMMUNITY BY COMMUNITY. WE BRING FAMILIES CLOSER TOGETHER, ENCOURAGE GOOD HEALTH AND FOSTER CONNECTIONS THROUGH FITNESS, SPORTS, FUN AND SHARED INTERESTS. AS A RESULT, OVER 4,200 PEOPLE VISIT OUR YMCADAILY AND ARE RECEIVING THE SUPPORT, GUIDANCE AND RESOURCES THEY NEED TO ACHIEVE GREATER HEALTH IN SPIRIT, MIND AND BODY. THIS IS PARTICULARLY IMPORTANT AS OUR NATION STRUGGLES WITH CHRONIC DISEASE AND OBESITY, FAMILIES WRESTLE WITH WORK/LIFE BALANCE AND INDIVIDUALS SEARCH FOR PERSONAL FULFILLMENT. OUR PROGRAMS ARE ACCESSIBLE, AFFORDABLE AND OPEN TO ALL FAITHS, BACK- GROUNDS, ABILITIES AND INCOME LEVELS. (CONTINUED ON SCHEDULE O)(CONTINUED FROM PART III, LINE 4.B.)THIS YEAR WE PROVIDED $70,665 IN FINANCIAL ASSISTANCE TO PEOPLE WHO OTHERWISE MAY NOT HAVE BEEN ABLE TO AFFORD TO PARTICIPATE. THESE PEOPLE BENEFIT FROM OVER 500 GROUP FITNESS CLASSES OFFERED WEEKLY. WELLNESS PROGRAMS ARE EXTREMELY USEFUL TO PARTICIPANTS RECOVERING FROM OTHER ILLNESSES AND INJURIES AS WELL. PROGRAMS SUCH AS LIVESTRONG, ENHANCEFITNESS, MOVING FOR BETTER BALANCE AND OUR PARKINSON'S WELLNESS PROGRAMS FURTHER BENEFIT COMMUNITY MEMBERS THAT NEED ADDITIONAL SUPPORT AND PERSONALIZED WELLNESS.ADDITIONALLY, WE HAVE YOUTH AND ADULT SPORTS PROGRAMS. OVER 3,906 KIDS PARTICIPATED IN THE YMCA'S SPORTS PROGRAMS. SPORTS LEAGUES ARE OFFERED TO CHILDREN AGES THREE YEARS THROUGH EIGHTEEN YEARS IN SOCCER, BASKETBALL, TEE-BALL, BASEBALL, FLAG FOOTBALL, VOLLEYBALL, AND MARTIAL ARTS. AQUATICS AND GYMNASTICS ARE TWO OF OUR OTHER SPORTS DEPARTMENTS. PROGRAMS AND CLASSES ARE OFFERED IN THESE SPORTS IN COMPETITIVE AND NON-COMPETITIVE ENVIRONMENTS. 3,145 PEOPLE LEARNED TO SWIM IN OUR AQUATICS PROGRAM. THE COMPETITIVE SWIM TEAM CURRENTLY HAS ABOUT 123 PARTICIPANTS. THE GYMNASTICS DEPARTMENT OFFERS INSTRUCTION IN DANCE, CHEERLEADING, ROCK CLIMBING AND GYMNASTICS TO KIDS FROM PRE-SCHOOL AGE TO TEENAGERS.WHEN OUR WELLNESS CENTERS WERE CLOSED DOWN DUE TO COVID-19, THE Y QUICKLY JUMPED INTO ACTION TO PROVIDE VIRTUAL WELLNESS PROGRAMMING OPPORTUNITIES, SO THAT MEMBERS COULD STAY ACTIVE AND WELL. OUR MEMBERSHIP TEAM ALSO MADE SENIOR CONNECTION CALLS TO ENSURE OUR SENIORS HAD ACCESS TO THE RESOURCES NEEDED DURING THE PANDEMIC. 2802697 0 1963859 SKY ACADEMY CONSISTS OF 2 PUBLIC CHARTER SCHOOLS IN THE SARASOTA COUNTY SCHOOL DISTRICT THAT FOCUS ON THE WHOLE CHILD. SKY ACADEMY HOLDS HIGH ACADEMIC STANDARDS AND A FOCUS ON HEALTH, WELLNESS AND NUTRITION. HIGHLY QUALIFIED TEACHERS INFUSE HEALTH AND WELLNESS IN ALL OF OUR CORE CLASSES AND STUDENTS FOCUS ON A LIFETIME OF LEARNING AND WELLNESS. ALL OF OUR TEACHERS ARE QUALIFIED AND MANY HOLD ADVANCED DEGREES. ALL STUDENTS ARE HELD TO A HIGH STANDARD WITH A MAJOR FOCUS ON PERSONAL GROWTH. IN THE 2020-2021 SCHOOL YEAR, 430 6TH, 7TH, AND 8TH GRADE STUDENTS WERE ENROLLED AT OUR CHARTER SCHOOLS - 157 AT SKY ACADEMY VENICE AND 273 AT SKY ACADEMY ENGLEWOOD. (CONTINUED ON SCHEDULE O)(CONTINUED FROM PART III, LINE 4.C.)BOTH SCHOOLS RECEIVED "A" RATINGS FOR THE 2020-2021 SCHOOL YEAR AND WERE DESIGNATED AS HIGH PERFORMING CHARTER SCHOOLS BY THE FLORIDA DEPARTMENT OF EDUCATION. DUE TO SCHOOL BUILDING CLOSURES DURING THE PANDEMIC, BOTH SKY ACADEMIES TRANSITIONED INTO REMOTE LEARNING FOR 430 STUDENTS. TEACHERS AND ADMINISTRATORS ENSURED STUDENTS HAD ACCESS TO NEEDED RESOURCES SUCH AS COMPUTERS, INTERNET ACCESS, MEALS AND MATERIALS. BOTH ACADEMIES ALSO HOSTED SOCIALLY DISTANCED GRADUATION CEREMONIES. 8426669 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 898 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 1 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 FL X X JOHN CAMPBELL CFO 9414929622 701 CENTER RD VENICE FL 342854808 KEITH FARLOW CHAIR 0.50 X X 0 0 0 DAVID DIGNAM VICE-CHAIR 0.50 X X 0 0 0 DAVID WAMPLER PAST CHAIR 0.50 X X 0 0 0 JOHN R GIGLIO SECRETARY 0.50 X X 0 0 0 DOROTHY KORSZEN TREASURER 0.50 X X 0 0 0 JEFFERY A BOONE DIRECTOR 0.50 X 0 0 0 VANESSA CARUSONE DIRECTOR 0.50 X 0 0 0 WENDY FISHMAN DIRECTOR 0.50 X 0 0 0 JEFFREY FRASER DIRECTOR 0.50 X 0 0 0 MIKE HORAN DIRECTOR 0.50 X 0 0 0 SANDY KING DIRECTOR 0.50 X 0 0 0 BRUCE LAISHLEY DIRECTOR 0.50 X 0 0 0 DEBBIE LAPINSKA DIRECTOR 0.50 X 0 0 0 WAYNE ROBERTS DIRECTOR 0.50 X 0 0 0 MARK SUWYN DIRECTOR 0.50 X 0 0 0 ARTHUR TRAMMELL DIRECTOR 0.50 X 0 0 0 GWYNETTA GITTENS DIRECTOR 0.50 X 0 0 0 JOHN JENKINS DIRECTOR 0.50 X 0 0 0 JONATHAN ROMINE DIRECTOR 0.50 X 0 0 0 MARY SMEDLEY DIRECTOR 0.50 X 0 0 0 PATRICE WESTON DIRECTOR 0.50 X 0 0 0 GENE JONES CEO 45.00 X 243385 0 46567 PETE SHATTUCK COO 45.00 X 101947 0 16379 JOHN CAMPBELL CFO 45.00 X 44798 0 5421 STEVEN SMITH PRINCIPAL - SKY ACADEMY 45.00 X 111114 0 23736 STEPHANIE DEITER VP OF HUMAN RESOURCES 45.00 X 104270 0 31328 605514 0 123431 4 0 1 0 0 1166794 11512902 8100 12679696 CHARTER SCHOOL TUITION 611710 1963859 1963859 CHILD CARE 611710 1858745 1858745 MEMBERSHIP DUES 713940 1523147 1523147 5345751 19225 19225 63796 0 63796 63796 63796 100103 100036 67 67 67 76065 13090 62975 62975 MISCELLANEOUS REVENUE 900099 1233 1233 1233 18172743 5345751 0 147296 297435 297435 201708 169052 20796 11860 4379620 3670559 451539 257522 248350 208142 25605 14603 453466 380050 46752 26664 349975 293314 36082 20579 20364 17067 2100 1197 110256 92406 11367 6483 472460 395913 48704 27843 152434 127755 15716 8963 800084 681421 70736 47927 55892 46842 5763 3287 781234 654752 80545 45937 46553 39016 4800 2737 65342 54763 6737 3842 87180 73066 8988 5126 117074 98120 12070 6884 820876 687976 84632 48268 441459 369987 45514 25958 MISCELLANEOUS 50697 14784 34882 1031 PERMITS & LICENSES 46776 39203 4823 2750 DUES & SUBSCRIPTIONS 17953 15046 1851 1056 10017188 8426669 1020002 570517 2515792 11516398 708396 17259 452790 406123 156119 429307 8829 12942 104279 197555 42163389 14798814 27467173 27364575 140859 40822 2082216 2124496 33636453 42109477 1082107 1238425 211517 143154 8289034 8498449 117829 71188 9700487 9951216 X 20007740 30333184 3928226 1825077 23935966 32158261 33636453 42109477 X 8155555 66740 X 0 1 X 1 0 X 6775635 8075917 5169270 3999744 12679696 36700262 8644075 15696079 15947182 14114934 5345751 59748021 131091 290694 328388 208233 76065 1034471 15550801 24062690 21444840 18322911 18101512 97482754 0 0 0 97482754 154063 209531 211981 172525 83021 831121 154063 209531 211981 172525 83021 831121 155886 191467 174382 113312 1233 636280 15860750 24463688 21831203 18608748 18185766 98950155 0.98520 0.98400 0.00840 0.00940 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2016 AMOUNT: $ 906. 2017 AMOUNT: $ 30,272. 2018 AMOUNT: $ 2,492. 2019 AMOUNT: $ 38,007. 2020 AMOUNT: $ 1,233. SPECIAL EVENTS - 2016 AMOUNT: $ 154,980. 2017 AMOUNT: $ 161,195. 2018 AMOUNT: $ 171,890. 2019 AMOUNT: $ 75,305. 2020 AMOUNT: $ 0. PART III, SHORT YEAR EXPLANATION: ON AUGUST 27, 2020, THE BOARD OF DIRECTORS AUTHORIZED A CHANGE IN THE YMCA'S FISCAL YEAR FROM JUNE 30 TO DECEMBER 31. IN ACCORDANCE WITH THIS CHANGE, THE STATEMENT OF ACTIVITIES, FUNCTIONAL EXPENSE, AND CASH FLOWS FROM THE PERIOD ENDED DECEMBER 31, 2020 COVER A PERIOD OF SIX MONTHS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2854498 2854498 29247793 8126312 21121481 4001658 2122342 1879316 4374560 3409288 965272 1684880 1140872 544008 27364575 DEPOSITS 106841 GIFTED LEASEHOLD INTEREST 1442120 BENEFICIAL INTEREST IN COMMUNITY FOUNDATIONS 575535 2124496 CAPITAL LEASE OBLIGATION 69873 RENTAL DEPOSITS 1315 71188 X 17950841 3109 79830 82939 17867902 304841 304841 18172743 9728546 3109 13090 16199 9712347 304841 304841 10017188 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAX UNDER SIMILAR PROVISIONS OF THE FLORIDA STATUTES. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ADDITION, MANAGEMENT ASSESSED WHETHER THERE WERE ANY UNCERTAIN TAX POSITIONS WHICH MAY GIVE RISE TO INCOME TAX LIABILITIES AND DETERMINED THAT THERE WERE NO SUCH MATTERS REQUIRING RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS. YMCA OF SOUTHWEST FLORIDA, INC. FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. YMCA OF SOUTHWEST FLORIDA, INC. IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE JUNE 30, 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: BENFICIAL INTEREST IN COMMUNITY FOUNDATIONS 66,740. RECLASS COGS EXPENSE 13,090. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS SCHOLARSHIPS 297,435. RECLASS FUNDRAISING EXPENSES 186. RECLASS BAD DEBTS 7,220. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS COGS EXPENSES 13,090. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS SCHOLARSHIPS 297,435. RECLASS FUNDRAISING EXPENSES 186. RECLASS BAD DEBTS 7,220. 1 SCHOLARSHIPS 389 297435 SCHOLARSHIP DISCOUNTS ON MEMBERSHIP AND PROGRAM FEES PART I, LINE 2: THE ORGANIZATION USES A SLIDING SCALE BASED ON THE FEDERAL POVERTY LEVEL AND MODELED AFTER OTHER AREA YMCAS' SCALES. IT MEASURES AN APPLICANT'S INCOME AND IS ADJUSTED BASED ON THE NUMBER OF PEOPLE IN THAT PERSON'S HOUSEHOLD TO DETERMINE THE PERCENTAGE OF SCHOLARSHIP THAT WILL BE AWARDED. THE APPLICANT IS REQUIRED TO COMPLETE A NEW APPLICATION AND PROVIDE PROOF OF INCOME ANNUALLY, AND A FILE IS KEPT ON EACH SCHOLARSHIP RECIPIENT. THERE ARE EMERGENCY SITUATIONS IN WHICH SOME PEOPLE ARE AWARDED A DISCOUNT WITHOUT HAVING TO PROVIDE THE NORMAL DOCUMENTATION; THEY ARE BROUGHT TO THE ATTENTION OF THE CEO, VP OF FINANCE, OR BY DEPARTMENT DIRECTORS, AND IF APPROVED, ARE DOCUMENTED IN A FILE BY THE SCHOLARSHIP ADMINISTRATOR. X 0 0 0 0 0 0 0 0 0 GENE JONES CEO 223685 0 12500 0 7200 0 24339 0 24764 0 292488 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 SINCE THE PRIOR YEAR FORM 990 FILING, THE ORGANIZATION, FORMERLY KNOWN AS SKY FAMILY YMCA, COMPLETED AND APPROVED A NAME CHANGE IN 2021, CHANGING THE NAME TO YMCA OF SOUTHWEST FLORIDA INC. THE BOARD OF DIRECTORS ALSO AUTHORIZED A CHANGE TO THE ORGANIZATION'S FISCAL YEAR END FROM 6/30 TO 12/31. IN ACCORDANCE WITH IRS INSTRUCTIONS, THE ORGANIZATION IS FILING A SHORT PERIOD RETURN FOR THE 2020 FORM 990 FOR THE PERIOD FROM 7/1/20 - 12/31/20. FORM 990, PART VI, SECTION B, LINE 11B THE FINAL DRAFT OF THE FORM 990 WILL BE PROVIDED TO THE BOARD VIA E-MAIL FOR THEIR REVIEW, QUESTIONS AND COMMENTS BEFORE FILING THE FINAL RETURN. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ALL RECEIVE AND REVIEW AN EMAILED LIST OF VENDORS HIRED BY THE ORGANIZATION WITHIN THE LAST FISCAL YEAR. THE LIST IS SENT ANNUALLY AND IS AVAILABLE AT ANY OTHER TIME DURING THE YEAR UPON REQUEST. THEY SUBSEQUENTLY REPORT ANY CONFLICTS OF INTEREST THAT BECOME APPARENT THROUGH THIS PROCESS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE EVALUATES THE CEO'S PERFORMANCE ANNUALLY AND ENSURES THAT HIS SALARY IS REASONABLE. THE CEO HAS NO INPUT INTO HIS COMPENSATION. THE CEO REVIEWS THE PERFORMANCE AND COMPENSATION OF THE OTHER OFFICERS AND SCHOOL PRINCIPALS ANNUALLY AND DETERMINES REASONABLENESS AND FAIRNESS BY COMPARING TO OTHER SALARIES IN LOCAL AND NATIONAL PUBLICATIONS, INCLUDING OTHER YMCAS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ALL DOCUMENTS RELATING TO THE CHARTER SCHOOLS ARE AVAILABLE PER FLORIDA SUNSHINE LAW. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST 66,740.