2025-08-04T10:22:14-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2024-01-01 060881325 YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN HARTFORD INC YOUN 8605229622 50 STATE HOUSE SQUARE HARTFORD CT 06103 JAMES O'ROURKE CHIEF EXECUTIVE OFFICER 8605229622 2025-08-01 1 1 MELANIE BALLESTAS P01320477 8605614000 2025-08-01 2024 2025-03-06 01:10:19Z JAMES O'ROURKE 50 STATE HOUSE SQUARE HARTFORD CT 06103 51921378 0 X WWW.GHYMCA.ORG X 1852 CT THE YMCA OF GREATER HARTFORD IS A CHARITABLE ASSOCIATION OPEN TO ALL AND COMMITTED TO HELPING PEOPLE DEVELOP THEIR FULLEST POTENTIAL IN SPIRIT, MIND AND BODY. THE COMMITMENT IS REINFORCED BY OUR BELIEF IN LIVING OUT THE UNIVERSAL VALUES OF CARING, HONESTY, RESPECT AND RESPONSIBILITY. 19 18 1496 500 0 0 8463779 5662068 22369865 24237992 2261453 5523849 714154 624011 33809251 36047920 0 903925 0 0 18253415 17861545 0 0 1044291 16467137 16439216 34720552 35204686 -911301 843234 162648387 165739107 40310024 38028102 122338363 127711005 X THE YMCA OF GREATER HARTFORD IS A CHARITABLE ASSOCIATION OPEN TO ALL AND COMMITTED TO HELPING PEOPLE DEVELOP THEIR FULLEST POTENTIAL IN SPIRIT, MIND AND BODY. THE COMMITMENT IS REINFORCED BY OUR BELIEF IN LIVING OUT THE UNIVERSAL VALUES OF CARING, HONESTY, RESPECT AND RESPONSIBILITY. 0 0 17689669 480533 13308476 YOUTH DEVELOPMENT - THE Y NURTURES THE POTENTIAL OF EVERY CHILD AND TEEN THROUGH PROGRAMS THAT PROVIDE THEM WITH THE TOOLS AND RESOURCES THEY NEED TO SUCCEED IN LIFE. BEGINNING WITH EARLY CHILDHOOD DEVELOPMENT PROGRAMS THAT PROVIDE THE NURTURING ENVIRONMENT FOR CHILDREN AS YOUNG AS AGE 6 WEEKS, THROUGH PRE-SCHOOL PROGRAMMING THAT FOSTER GROWTH AND DEVELOPMENT OF PHYSICAL AND SOCIAL SKILLS, TO SCHOOL-AGE PROGRAMS THAT PROVIDE ENRICHMENT ACTIVITIES THAT ENHANCE AND SUPPORTS A CHILD'S SCHOOL CURRICULUM, THE Y'S CHILD DEVELOPMENT PROGRAMS HELP CHILDREN AT EVERY AGE TO GROW TO MAXIMIZE THEIR GOD-GIVEN POTENTIAL. THIS DEVELOPMENT CONTINUES THROUGH THE PRE-TEEN AND TEEN YEARS WITH PROGRAMMING THAT HELPS EACH CHILD BUILD NEW SKILLS, DEVELOP SELF-CONFIDENCE AND MATURE INTO A YOUNG ADULT. PROGRAMS INCLUDE CHILD CARE, CAMPING, AND TEEN LEADERSHIP & MENTORING AS WELL AS MANY OTHER PROGRAMS. 8814973 305685 7890992 HEALTHY LIVING - THE Y AIMS TO IMPROVE THE NATION'S HEALTH AND WELL-BEING BY PROVIDING PROGRAMS AND ACTIVITIES THAT PROMOTE WELLNESS, REDUCE RISK FOR DISEASE AND HELP OTHERS RECLAIM THEIR HEALTH. THESE PROGRAMS AND EVERYTHING ELSE THE Y DOES ARE IN SERVICE OF MAKING US - OUR Y'S AND OUR COMMUNITIES - BETTER. THE RESULT IS A COUNTRY THAT VALUES HEALTH AND COMMUNITIES THAT SUPPORT HEALTHY CHOICES. PROGRAMS THAT SUPPORT INTEGRATED HEALTH IN ALL COMMUNITIES, FAMILY TIME, HEALTH AND WELL-BEING FOR PEOPLE OF ALL AGES, PROMOTING ACTIVE LIFE-STYLES THROUGH FITNESS AND RECREATIONAL SPORTS, AND PROGRAMMING TAILORED TO INDIVIDUALS WITH SPECIFIC HEALTH RISK FACTORS & CONDITIONS ARE ALL COMPONENTS OF THE Y'S EFFORTS TO IMPROVE THE HEALTH OF OUR COMMUNITIES. PROGRAMS INCLUDE AQUATICS AND YOUTH SPORTS, LIVESTRONG, GROUP AND INDIVIDUAL HEALTH AND WELLNESS, AND ADAPTIVE SPORTS AS WELL AS MANY OTHER PROGRAMS. 4160877 117707 3038524 SOCIAL RESPONSIBILITY - WE KNOW THAT WHEN WE WORK TOGETHER, WE MOVE INDIVIDUALS, FAMILIES AND COMMUNITIES FORWARD. THE Y RESPONDS TO SOCIETY'S MOST PRESSING NEEDS BY DEVELOPING INNOVATIVE, COMMUNITY-BASED SOLUTIONS TO HELP THOSE IN NEED TO REACH THEIR FULL POTENTIAL. WE ARE ALSO COMMITTED TO INSPIRING A SPIRIT OF SERVICE BY UNITING INDIVIDUALS FROM ALL WALKS OF LIFE TO PARTICIPATE IN AND WORK FOR POSITIVE SOCIAL CHANGE. FROM PROGRAMS DESIGNED TO ADDRESS COMMUNITY NEEDS IN UNDER-SERVED AREAS TO VOLUNTEERISM AND ADVOCACY THE Y INCORPORATES SOCIAL RESPONSIBILITY THROUGHOUT ITS ACTIVITIES SO THAT INDIVIDUALLY AND TOGETHER EVERY Y MEMBER CAN HELP TO BUILD A STRONGER COMMUNITY FOR EVERYONE. PROGRAMS AND ACTIVITIES INCLUDE MENTORING, ADVOCACY EFFORTS, INTERNATIONAL PROGRAMS, AND PHILANTHROPY TO PROVIDE RESOURCES FINANCIAL ASSISTANCE TO THOSE WHO CANNOT AFFORD THE FULL COST OF PROGRAMS AS WELL AS MANY OTHER PROGRAMS. 30665519 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 75 0 1 1496 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 18 1 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CT X X ROBERT HERR 8605229622 50 STATE HOUSE SQ HARTFORD CT 06103 HAROLD SPARROW CHIEF EXECUTIVE OFFICER (UNTIL 12/24) 50.00 0.00 X X 301727 0 35984 PETER OLSON BOARD CHAIR 1.00 0.00 X 0 0 0 LINDA KNOX VICE CHAIR 1.00 0.00 X 0 0 0 THOMAS RECHEN VICE CHAIR 1.00 0.00 X 0 0 0 SCOTT ZUFFELATO VICE CHAIR 1.00 0.00 X 0 0 0 TIMOTHY MCGRATH TREASURER 1.00 0.00 X 0 0 0 JULIANNE AVALLONE SECRETARY 1.00 0.00 X 0 0 0 JESS BROWN DIRECTOR (UNITL 04/24) 1.00 0.00 X 0 0 0 DAN CARGILL DIRECTOR (UNITL 04/24) 1.00 0.00 X 0 0 0 TRACI CARTER DIRECTOR 1.00 0.00 X 0 0 0 MIKE DEFEO DIRECTOR 1.00 0.00 X 0 0 0 JASON FAZIO DIRECTOR (UNITL 04/24) 1.00 0.00 X 0 0 0 SANDRA FISCHER DIRECTOR (UNITL 04/24) 1.00 0.00 X 0 0 0 CORA HALL DIRECTOR 1.00 0.00 X 0 0 0 JOCELYN HILLARD DIRECTOR (UNITL 04/24) 1.00 0.00 X 0 0 0 HEATHER LEBLANC DIRECTOR 1.00 0.00 X 0 0 0 AINA HOSKINS DIRECTOR 1.00 0.00 X 0 0 0 LLOYD HUIE DIRECTOR 1.00 0.00 X 0 0 0 JIM MARTIN DIRECTOR 1.00 0.00 X 0 0 0 JAMES MICHEL DIRECTOR 1.00 0.00 X 0 0 0 TOM MONGELLOW DIRECTOR 1.00 0.00 X 0 0 0 MARINO MONTI DIRECTOR (UNITL 04/24) 1.00 0.00 X 0 0 0 TIM RESTALL DIRECTOR 1.00 0.00 X 0 0 0 RANDY RICKETTS DIRECTOR (UNITL 04/24) 1.00 0.00 X 0 0 0 CARMEN SIERRA DIRECTOR (UNITL 04/24) 1.00 0.00 X 0 0 0 KATE TAYLOR DIRECTOR (UNITL 04/24) 1.00 0.00 X 0 0 0 DAN WEINER DIRECTOR 1.00 0.00 X 0 0 0 DIANE ZALEWSKI DIRECTOR 1.00 0.00 X 0 0 0 ROBERT HERR CHIEF FINANCIAL OFFICER 50.00 0.00 X 168747 0 20036 JEFFREY WILLIAMS CHIEF DEVELOPMENT OFFICER 50.00 0.00 X 150139 0 18000 JOSSLYN DECROSTA-GRINDLE CHIEF HUMAN RESOURCES OFFI 50.00 0.00 X 160850 0 20625 KIMBERLY COLE CHIEF OPERATING OFFICER 50.00 0.00 X 163141 0 19560 STEPHEN PHILLIPS VICE PRESIDENT OF FACILITI 50.00 0.00 X 111424 0 34868 VALENCIA WILLIAMS VP OF OPERATIONS 50.00 0.00 X 111977 0 23011 1168005 0 172084 8 0 1 0 KEILTY & KEILTY FOOD SERVICE LLC PO BOX 1438 LAKEVILLE CT 06039 FOOD SERVICES 495764 DAXKO 600 UNIVERSITY PARK PLACE BIRMINGHAM AL 35209 ACCOUNTING SOFTWARE 462372 CAM CONSULTING 8 MILLBROOK ROAD COLEBROOK CT 06025 CONSULTING 130106 3 24236 2590304 3047528 120020 5662068 PROGRAM ACTIVITIES 713940 16087339 16087339 MEMBERSHIP DUES 713940 8150653 8150653 24237992 2381794 2381794 219136 0 219136 219136 219136 18815583 15673528 3142055 3142055 3142055 329539 24236 86219 243320 243320 201081 113711 87370 87370 MISCELLANEOUS REVENUES 900099 74185 74185 74185 36047920 24237992 0 6147860 903925 903925 526494 435621 63719 27154 14358640 11997849 1622257 738534 847867 614550 182470 50847 735268 537540 154010 43718 1393276 1192806 139492 60978 181312 181312 110718 110718 55000 55000 3431192 2957996 459011 14185 568725 561677 3372 3676 1790127 1717670 72381 76 1624062 1624062 326249 298294 23852 4103 300287 98770 144573 56944 621937 621937 306068 306068 3020776 3002790 17986 778807 716280 62527 MAINTENANCE AND REPAIR 1633452 1604805 28647 FACILITY RENTAL 1294935 1185667 74768 34500 CREDIT LOSS EXPENSE 235780 227312 8468 EQUIPMENT, LICENSES, FE 135971 59900 76071 23818 22710 1108 35204686 30665519 3494876 1044291 3530996 1714337 59035 2349556 1029978 757364 706207 574389 10002 39896 105379789 49622293 56573362 55757496 74525576 78190548 14483220 15365151 11730011 10990370 162648387 165739107 2070212 1801296 2982205 2835989 19723543 18889527 3729621 3436813 11804443 11064477 40310024 38028102 X 98004647 101781771 24333716 25929234 122338363 127711005 162648387 165739107 X 843234 4484126 45282 X 0 1 X 1 0 X 5320286 12138388 11745706 8463779 5662068 43330227 5320286 12138388 11745706 8463779 5662068 43330227 774650 42555577 1132323 1151818 1015298 2162030 2600930 8062399 252395 252849 303944 390469 403724 1603381 52996007 93245029 0.80300 0.81930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 55000 0 0 55000 0 PART II-B, LINE 1: THE ASSOCIATION ENGAGES A LOBBYIST CONSULTANT TO EVALUATE STATE LEGISLATION ISSUES AFFECTING THE YMCA. 73549696 169923 8846118 5250759 77314978 66755074 209440 10406807 2845745 74525576 78997397 1527761 -11415299 2354785 66755074 72108768 540793 11415296 5067460 78997397 74632819 41775 5478557 8044383 72108768 0.88580 0.11420 0.00000 0 0 3887551 3887551 86186168 39211385 46974783 3515193 1241783 2273410 11384787 9169125 2215662 406090 406090 55757496 INVESTMENT HELD IN TRUST BY OTHERS 15365151 F 15365151 RIGHT OF USE ASSET, OPERATING LEASES 10103161 INTEREST RATE SWAP BENEFIT 887209 10990370 LEASE LIABILITIES 11064477 11064477 39787114 4484126 -858643 3625483 36161631 -113711 -113711 36047920 34414472 113711 113711 34300761 903925 903925 35204686 PART V, LINE 4: THE YMCA'S ENDOWMENT IS USED TO SUPPORT YMCA PROGRAMS AND ACTIVITIES BY PROVIDING FINANCIAL RESOURCES THAT ENABLE THE YMCA TO OFFER PROGRAMS AND SERVICES TO THOSE THAT CANNOT AFFORD THESE PROGRAMS. A PORTION OF THE ENDOWMENT FUNDS ARE ALSO USED TO MAINTAIN PHYSICAL FACILITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: INTEREST RATE SWAP MARK TO MARKET 45,282. FINANCIAL ASSISTANCE -903,925. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD INCLUDED AS OFFSET TO REVENUES -113,711. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD INCLUDED AS OFFSET TO REVENUES 113,711. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE 903,925. GOLF TOURNAMENT 182998 6580 176418 59401 GRANBY ROAD RACE 44681 44681 18843 7 126096 17656 108440 7975 353775 24236 329539 86219 86219 243320 1 MEMBERSHIP 216577 N/A N/A HEALTH & WELLNESS 8646 CAMP 657578 PROGRAMS 21124 PART I, LINE 2: THE ASSOCIATION PROVIDES FINANCIAL ASSISTANCE FOR INDIVIDUALS ATTENDING THE PROGRAMS OF THE ASSOCIATION. THE FINANCIAL ASSISTANCE PROVIDED BY THE ASSOCIATION IS DIRECTLY APPLIED TO THE APPLICABLE PROGRAM OF THE RECIPIENT. NO CASH IS GIVEN DIRECTLY TO THE RECIPIENTS. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 HAROLD SPARROW CHIEF EXECUTIVE OFFICER (UNTIL 12/24 301727 0 0 0 0 0 35575 0 409 0 337711 0 0 0 ROBERT HERR CHIEF FINANCIAL OFFICER 168747 0 0 0 0 0 20036 0 0 0 188783 0 0 0 KIMBERLY COLE CHIEF OPERATING OFFICER 163141 0 0 0 0 0 19560 0 0 0 182701 0 0 0 JOSSLYN DECROSTA-GRINDLE CHIEF HUMAN RESOURCES OFFI 160850 0 0 0 0 0 11285 0 9340 0 181475 0 0 0 JEFFREY WILLIAMS CHIEF DEVELOPMENT OFFICER 150139 0 0 0 0 0 18000 0 0 0 168139 0 0 0 PART I, LINE 1A THE ASSOCIATION PAID DUES FOR THE HARTFORD CLUB AND FARMINGTON CLUB FOR HAROLD SPARROW A STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 2014-12-23 27500000 CAPITAL CONSTRUCTION 0 0 0 A 8325000 27500000 2483434 446646 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 1 1 TD BANK 15.000000000000 0 0 0 0 1 A 1 X 4 120020 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE AMOUNT REPORTED IN COLUMN B REPRESENTS THE NUMBER OF ITEMS RECEIVED. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF SEVEN (7) BOARD MEMBERS, FIVE OF WHOM SHALL BE THE OCCUPANTS OF THE FOLLOWING OFFICES/DIRECTORSHIPS: CHAIR, CHAIR ELECT, CHAIR OF THE GOVERNANCE COMMITTEE, CHAIR OF THE FINANCE COMMITTEE AND THE CEO/PRESIDENT. THE REMAINING TWO EXECUTIVE COMMITTEE MEMBERS SHALL BE SELECTED AT-LARGE BY THE CHAIR. THE EXECUTIVE COMMITTEE SHALL ACT FOR THE BOARD OF DIRECTORS IN THE INTERIM BETWEEN BOARD MEETINGS, BUT SHALL NOT HAVE THE POWER TO RECONSIDER OR REVERSE ANY ACTION OR POLICY OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 2 THE BUSINESSES OF THE ASSOCIATION'S OFFICERS AND DIRECTORS WILL ON OCCASION HAVE BUSINESS RELATIONSHIPS BETWEEN THEM. NONE OF THESE RELATIONSHIPS RELATE TO THE BUSINESS CONDUCTED BY THE ASSOCIATION AND ALL CONFLICTS OF INTEREST ARE DISCLOSED ANNUALLY BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION ADMITS MEMBERS TO THE YMCA WHO SUBSCRIBE TO THE YMCA'S MISSION AND OBJECTIVES. MEMBERS VOTE FOR THE SELECTION OF INDIVIDUALS TO THE BOARD OF DIRECTORS AND BOARD OF TRUSTEES. THERE ARE NO STOCKHOLDERS. FORM 990, PART VI, SECTION A, LINE 7A THE ELECTION OF INDIVIDUALS TO THE BOARD OF DIRECTORS AND THE BOARD OF TRUSTEES IS SUBJECT TO APPROVAL BY THE ASSOCIATION'S MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE ELECTION OF INDIVIDUALS TO THE BOARD OF DIRECTORS AND THE BOARD OF TRUSTEES IS SUBJECT TO APPROVAL BY THE ASSOCIATION'S MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS IS DELEGATED THE DUTY OF REVIEWING THE FORM 990 WITH THE EXTERNAL PREPARERS. THE AUDIT COMMITTEE PROVIDES THE BOARD OF DIRECTORS WITH A COPY OF THE RETURN AS WELL AS A SUMMARY OF THE FILING. FORM 990, PART VI, SECTION B, LINE 12C A SUMMARY OF EACH CONFLICT OF INTEREST DISCLOSURE IS MAINTAINED FOLLOWING THE COMPLETION BY OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES. THESE INDIVIDUALS ARE DIRECTED TO RECUSE THEMSELVES FROM ANY ISSUES IN WHICH THEY HAVE A CONFLICT AND THE LIST OF CONFLICTS IS REVIEWED PRIOR TO ANY BOARD ACTION TO MAKE CERTAIN THAT ANY INDIVIDUALS WITH CONFLICTS DO NOT PARTICIPATE IN THAT DECISION MAKING PROCESS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION PROCESS FOR CEO, OFFICERS AND KEY EMPLOYEES IS CONDUCTED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, WHICH SERVES AS THE COMPENSATION COMMITTEE. THE COMMITTEE'S RESPONSIBILITIES INCLUDE MEETING TO DISCUSS THE CEO, OFFICERS AND KEY EMPLOYEES PERFORMANCE, INDIVIDUALLY SCORE AND COMMENT ON PERFORMANCE, AND REVIEW THE RESULTS AS COMPILED BY THE CHAIR OF THE BOARD. COMPARABLE COMPENSATION DATA IS GATHERED AND REVIEWED. BASED ON THE EVALUATION SCORES AND COMPARABLE DATA, THE COMPENSATION FOR THE CEO, OFFICERS AND KEY EMPLOYEES IS DETERMINED. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 18 THE ASSOCIATION'S FORM 990 IS AVAILABLE ON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENT ARE AVAILABLE TO THE PUBLIC ON REQUEST AT THE ASSOCIATION'S OFFICES. FORM 990, PART XI, LINE 9: INTEREST RATE SWAP MARK TO MARKET 45,282. RED TRIANGLE LLC CO YMCA 50 STATE HOUSE SQUARE HARTFORD CT 06103 060881325 REAL ESTATE INVESTMENT CT YMCA OF GREATER HARTFORD