2020-09-09T09:00:27-05:00 2019-12-31 990 2019-01-01 561045299 YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER CHARLOTTE YOUN 7047166200 400 E Morehead Street Charlotte NC 282022606 CESAR SILVA CHIEF ADMINISTRATIVE OFFICER 2020-09-09 2019 2021-01-29 14:40:06Z YMCA of Greater Charlotte TODD L TIBBITS 400 E Morehead Street Charlotte NC 282022606 101114207 false X WWW.YMCACHARLOTTE.ORG X 1874 NC PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. 24 24 6157 8000 0 0 14256853 15285980 76464254 80077716 405563 460674 491391 4292203 91618061 100116573 13000 547650 0 49989296 51120964 0 2758928 41063235 43349195 91065531 95017809 552530 5098764 195760338 200542974 59502540 59186412 136257798 141356562 THE YMCA OF GREATER CHARLOTTE IS DEDICATED TO PUTTING CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. INSPIRED BY CHRISTIAN PRINCIPLES, WE WILL GROW OUR REACH, RESOURCES AND IMPACT TO SERVE ALL. THE YMCA'S FOCUS IS ON HEALTHY LIVING, YOUTH DEVELOPMENT AND SOCIAL RESPONSIBILITY. IN 2019, THE YMCA OF GREATER CHARLOTTE SERVED OVER 306,000 PEOPLE . THERE ARE 19 OPERATING BRANCHES, ADDITIONAL EXTENSION CENTERS AND 2 RESIDENT CAMPS COVERING A 900 SQUARE MILE FOOTPRINT. false false HEALTHY LIVING: IN 2019, THE YMCA OF GREATER CHARLOTTE OPERATED 19 BRANCHES AND 2 RESIDENT CAMPS THROUGHOUT THE CHARLOTTE METROPOLITAN AREA AND ENRICHED THE LIVES OF OVER 306,000 PEOPLE IN THE COMMUNITY. A HEALTH FOCUS AREA OF THE Y IS DROWNING PREVENTION. MORE THAN 14,840 ADULTS AND CHILDREN RECEIVED SWIM LESSONS OR WATER SAFETY INSTRUCTION IN GROUP OR PRIVATE SESSIONS IN 2019. OUR YMCA OPERATES 15 INDOOR AND 11 OUTDOOR SWIMMING POOLS PLUS 5 SPLASH PARKS AND 10 WATERSLIDES. TWO CAMPS AND ONE BRANCH HAVE LAKE WATERFRONTS FOR SWIMMING, CANOEING AND BOATING RECREATION. ALL ARE MONITORED BY LIFEGUARDS, WHO MUST COMPLTE A 40-HOUR COURSE FOR CERTIFICATION. EACH POOL CONDUCTS EIGHT FULL DRILLS A YEAR. THROUGH AN ADDITIONAL EFFORT TO SAVE LIVES, THE Y OPERATES ITS SAFETY AROUND WATER PROGRAM. IN 2019, CERTIFIED SWIM INSTRUCTORS TAUGHT OVER 1,200 CHILDREN, TEENS AND ADULTS LIVING IN 30 APARTMENT COMPLEXES HOW TO SWIM, BASIC WATER SAFETY TIPS IN AND AROUND WATER AND CPR SKILLS. IN 2019 THE YMCA SERVED ALMOST 400 INDIVIDUALS THROUGH EVIDENCE BASED COMMUNITY HEALTH PROGRAMS INCLUDING LiveSTRONG AT THE YMCA, YMCA DIABETES PREVENTION PROGRAM, ENHANCE FITNESS, YMCA PARKINSON'S AND THE YMCA WEIGHT LOSS PROGRAM. LiveSTRONG AT THE YMCA, A PROGRAM THAT FOCUSES ON STRENGTH, ENDURANCE AND FLEXIBILITY FOR CANCER SURVIVORS, WAS OFFERED AT 12 LOCATIONS AND SERVED 172 PARTICIPANTS. THE YMCA DIABETES PREVENTION PROGRAM FOCUSES ON BEHAVIOR CHANGE TO REDUCE WEIGHT AND REDUCE THE RISK OF BECOMING A TYPE II DIABETIC. ENHANCE FITNESS IS A PROVEN COMMUNITY-BASED SENIOR FITNESS AND ARTHRITIS MANAGEMENT PROGRAM THAT HELPS OLDER ADULTS BECOME MORE ACTIVE, ENERGIZED AND EMPOWERED FOR INDEPENDENT LIVING. THE YMCA PARKINSON'S EXERCISE PROGRAM FOCUSES ON IMPROVING OVERALL MOVEMENT, BALANCE, COORDINATION AND STRENGTH FOR THOSE DIAGNOSED AS STAGE 1-3. A PRIMARY GOAL IS TO BUILD CONFIDENCE AND HELP SLOW THE PROGRESSION OF THE DISEASE. AFTERSCHOOL PROGRAMS, PRESCHOOL, SUMMER DAY CAMPS AND RESIDENT CAMPS PROVIDED ACTIVITIES TO CHILDREN THAT FOCUSED ON BUILDING CHARACTER, DEVELOPING FRIENDSHIPS, AND BEING OUTDOORS. BRANCHES PROVIDED AFTERSCHOOL PROGRAMMING TO 3,231 SCHOOL-AGE CHILDREN. PARTICIPANTS RECEIVED HOMEWORK ASSISTANCE AND READING SKILLS PRACTICE, EXERCISE AND PLAY TIME. OUR PRESCHOOL PROGRAMS SERVED 1,833 CHILDREN AND INTEGRATE PURPOSEFUL AND INTENTIONALLY PLANNED ACTIVITIES THAT ARE DESIGNED TO BE FUN AND ENGAGING WHILE TEACHING VALUABLE SKILLS. BRANCHES PROVIDED SUMMER DAY CAMP PROGRAMMING TO 11,280 CHILDREN 4 TO 17 YEARS OLD. IN THE SAFE ENVIRONMENT, CHILDREN 1) LEARNED AND MASTERED SKILLS THAT NUTURED THEIR PASSIONS, TALENTS, AND POTENTIAL; 2) BONDED WITH NEW FRIENDS; AND 3) OBSERVED STAFF AS POSITIVE ROLE MODELS. AT THE TWO RESIDENT CAMPS, 3,301 YOUTH EXPERIENCED OVERNIGHT PROGRAMMING. BY INCORPORATING THE Y'S FIVE CORE VALUES OF HONESTY, CARING, RESPONSIBILITY, RESPECT AND FAITH INTO THESE YOUTH PROGRAM ACTIVITIES, THE Y INSPIRED YOUTH TO DEVELOP POSITIVE BEHAVIORS, IMPROVE THEIR HEALTH AND ACHIEVE ACADEMICALLY. SUPPLEMENTING STAFF WERE APPROXIMATELY 8,000 VOLUNTEERS WHO SUPPORTED THESE AND OTHER PROGRAMS: SWIM LESSONS, SWIM PROGRAMS, YOUTH SPORTS, RUNNING/WALKING/BIKING CLUBS, ACTIVE OLDER ADULTS, RESIDENT CAMP, DAY CAMP AND CHILD WATCH. FAMILY LIFE: MECKLENBURG, IREDELL, LINCOLN AND UNION COUNTIES IN SOUTH CENTRAL NORTH CAROLINA ARE THE ASSOCIATION'S SERVICE AREA. STAFF, VOLUNTEERS AND AGENCY PARTNERS COLLABORATED AT 19 BRANCHES, TWO RESIDENT CAMPS AND SCHOOLS WITHIN THREE SCHOOL SYSTEMS TO 1) DEVELOP YOUTH CHARACTER AND ACADEMIC SUCCESS, 2) PREVENT DROWNING, 3)IMPROVE QUALITY OF LIFE FOR PEOPLE FACING HEALTH CHALLENGES AND 4) PROVIDE INCREASED ACCESS AND BELONGING FOR PEOPLE OF ALL AGES, ETHNICITIES, ABILITIES AND INCOME LEVELS. ACROSS ALL MEMBERSHIP AND PROGRAMMING ACTIVITIES, THE YMCA OF GREATER CHARLOTTE ENRICHED THE LIVES OF OVER 306,000 PEOPLE IN 2019. FINANCIAL ASSISTANCE IS AVAILABLE THROUGH MY Y PRICING WHICH IS A DISCOUNTED RATE STRUCTURE FOR MEMBERSHIP AND PROGRAM ACCESS BASED ON HOUSEHOLD INCOME. PARENT EDUCATORS AND A COMMUNITY NURSE SERVED 208 FAMILIES IN CHARLOTTE WITH CHILDREN UNDER THE AGE OF FIVE IN THE Y'S PARENTS AS TEACHERS PROGRAM. THIS EVIDENCE-BASED PROGRAM INFLUENCES PARENTS' AWARENESS OF THEMSELVES AS TEACHERS TO THEIR CHILDREN AND GUIDES PARENTS ON PRACTICAL MATTERS OF EARLY CHILDHOOD HEALTH. FAMILIES SERVED EXHIBITED AT LEAST ONE HIGH-NEED PROTECTIVE FACTOR SUCH AS LOW HOUSEHOLD INCOME, LOW PARENT EDUCATION LEVEL OR LACK OF INSURANCE. THE Y OFFERS THE SUMMER Y READERS PROGRAM, WHICH SERVED 947 STUDENTS IN 2019. LED BY CERTIFIED TEACHERS AND SUPORTED BY 206 COMMUNITY VOLUNTEERS, THE NATIONALLY RECOGNIZED LITERACY INTERVENTION PROGRAM IMPROVED THE READING SCORES OF KINDERGARTEN THROUGH THIRD GRADE STUDENTS, INCREASING THEIR CHANCE OF MEETING THIRD GRADE READING REQUIREMENTS AND GRADUATING FROM HIGH SCHOOL ON TIME WITH THEIR PEERS. THROUGH PARENTS AS TEACHERS, Y READERS AND BRANCH AFTERSCHOOL AT FOUR SITES, THE Y BEGAN TO TEACH PARENTS THE ABC'S OF ACTIVE READING METHOD THAT IS EVIDENCE-BASED FOR TEACHING READING COMPREHENSION SKILLS. IT IS THE READ ALOUD METHOD THAT CHARLOTTE MECKLENBURG LIBRARY AND READ CHARLOTTE ARE SCALING ACROSS MECKLENBURG COUNTY WITH THE AID OF SERVICE PROVIDOR AGENCIES SUCH AS THE Y. TEENS WERE SERVED IN Y ACHIEVERS, A COLLABORATION WITH THE Y, CHARLOTTE-MECKLENBURG SCHOOLS AND COMMUNITIES IN SCHOOLS CHARLOTTE-MECKLENBURG. THIS CAREER AND COLLEGE READINESS PROGRAM PREPARES 9TH - 12TH GRADERS TO ENVISION THEIR INDEPENDENCE AFTER HIGH SCHOOL. STAFF, VOLUNTEERS AND CERTIFIED TEACHERS TEACH WORKPLACE SKILLS, PROVIDE COLLEGE TOURS AND ARRANGE PAID INTERNSHIPS. DURING THE 2018-2019 SCHOOL YEAR, Y ACHIEVERS SERVED 218 STUDENTS. ALL SENIORS GRADUATED AND ARE NOW ATTENDING COLLEGE, BESTING THE 90% GOAL. RESPONDING TO THE CHARLOTTE-MECKLENBURG OPPORTUNITY TASK FORCE REPORT (PUBLISHED IN APRIL 2017), THE Y CREATED A SUMMER PROGRAM CALLED LEVEL UP THAT SERVED 2,174 YOUTH AGES 13-17. ENLISTING COMMUNITY VOLUNTEERS, STAFF FROM NINE PARTNERING YOUTH-SERVING ORGANIZATIONS AND YMCA YOUTH DEVELOPMENT STAFF, SUMMER OF OPPORTUNITY PROGRAM PLANNERS ESTABLISHED TEEN-ONLY NIGHTS AT THREE YMCA BRANCHES FOR ADULTS TO INTERACT WITH AND GUIDE TEENS ON BUILDING TRUST AND INCREASING SELF-CONFIDENCE. ACTIVITIES INCLUDED NETWORKING, LEADERSHIP, ACADEMIC SKILLS, FINANCIAL LITERACY, AND CIVIC ENGAGEMENT ACTIVITIES AS WELL AS SPORTS AND FITNESS CLINICS. IN Y GUIDES, THE Y EMPHASIZED THE VITAL ROLE THAT A DAD PLAYS IN THE GROWTH AND DEVELOPMENT OF HIS CHILDREN. PROGRAM ACTIVITIES FOCUSED ON TEAMWORK, INDEPENDENCE, COOPERATION AND GOAL SETTING SO THAT CHILDREN EMERGED WITH A GREATER SENSE OF SELF-ESTEEM AND PERSONAL WORTH. THE PROGRAM SERVED 1,088 CHILDREN AND 844 FAMILIES IN 2019. CAMPING/OUTDOOR: RESIDENT CAMP FOLLOWS AMERICAN CAMPING ASSOCIATION ACCREDITATION GUIDELINES. IT IS ONE OF THE, MOST FORMATIVE EXPERIENCES IN A YOUNG PERSON'S LIFE. CAMPERS BUILD CHARACTER VALUES, DEVELOP SELF-RELIANCE, LEARN GOOD SPORTSMANSHIP AND CULTIVATE INTERPERSONAL SKILLS. IN 2019, THE Y'S TWO RESIDENT CAMPS SERVED 5,225 CHILDREN IN RESIDENT CAMP AND 1,059 CHILDREN IN DAY CAMP. IN 2019, THE ENVIRONMENTAL EDUCATION CENTER OPERATED AT CAMP THUNDERBIRD SERVED 11,152 SCHOOL-AGED CHILDREN AND 2,393 ADULTS. WITH A FOCUS ON ECOLOGY AND THE ENVIRONMENT, THE EDUCATIONAL ACTIVITIES ENCOURAGED TEAM-BUILDING AND UNDERSTANDING OF SCIENCE, TECHNOLOGY, ENGINEERING AND MATH (STEM) CURRICULUM. THE Y'S CONFERENCE AND RETREAT PROGRAMS SERVED 15,710 ADULTS IN 2019, OFFERING TEAM-BUILDING AND PROFESSIONAL DEVELOPMENT ACTIVITIES ON A YMCA CAMPGROUND. 0 true true false true false false false false true true true false false true true true false false false false true false false true false false false false true true false false false false false false false false false false true false false false false true false false false true 93 0 6157 true false false false false false true true false false false false false false X 24 24 false false false false false false false true true false true true true true true true true true true true false NC SC X X CESAR SILVA 7047166200 400 EAST MOREHEAD STREET CHARLOTTE NC 282022606 ARMANDO CHARDIET 1.0 X 0 0 0 CHARLES BOWMAN 1.0 X 0 0 0 CHARLES DEE O'DELL 1.0 X 0 0 0 CORY HOHNBAUM 1.0 X 0 0 0 DAVID DOOLEY 1.0 X 0 0 0 DAVID HEAD 1.0 X 0 0 0 DIONNE NELSON 1.0 X 0 0 0 EUGENE JOHNSON 1.0 X 0 0 0 GREGORY JOHNSON 1.0 X 0 0 0 HOWARD BISSELL 1.0 X 0 0 0 JAMES HARRIS 1.0 X 0 0 0 JOHN BELK 1.0 X 0 0 0 KANDI DEITEMEYER 1.0 X 0 0 0 KENNETH BURTON 1.0 X 0 0 0 LAFREDA LESTER 1.0 X 0 0 0 MARCUS JONES 1.0 X 0 0 0 MELISSA ANDERSON 1.0 X 0 0 0 MELISSA BODFORD 1.0 X 0 0 0 NANCY MCNELIS 1.0 X 0 0 0 R CHRISTOPHER THOMAS 1.0 X 0 0 0 ROSALYN DURANT 1.0 X 0 0 0 SONJA GANTT GIBSON 1.0 X 0 0 0 THERESA DREW 1.0 X 0 0 0 THOMAS CRAWFORD POUNDS 1.0 X 0 0 0 BROOKE REDDINGTON CHIEF HUMAN CAPITAL OFFICER 40.0 X 181648 0 41608 DEAN JONES CHIEF DEVELOPMENT OFFICER 40.0 X 251992 0 50367 MICHAEL DEVAUL CHIEF IMPACT OFFICER 40.0 X 188512 0 42432 MICHAEL MANNING CHIEF FINANCIAL OFFICER 40.0 X 275750 0 11554 RHONDA ANDERSON CHIEF OPERATING OFFICER 40.0 X 368016 0 39291 SCOTT CHAGNON CHIEF STRATEGY & INNOVATION OFFICER 40.0 X 195858 0 43317 STEVE BOWERS EXEC. VP - OPERATIONS 40.0 X 207086 0 38612 TODD TIBBITS PRESIDENT/CEO 40.0 X 397998 0 52062 CHARLA MULLER VP - MKTG & BRAND STRATEGY 40.0 X 134266 0 25044 DONNA BIGHAM VP - ACCOUNTING & FINANCE 40.0 X 180776 0 24760 JAMES KEVIN DEAN SR. OPERATIONAL VP 40.0 X 174990 0 36008 KEVIN DEVITT VP - INFORMATION TECHNOLOGY 40.0 X 129060 0 35155 BEN PINEGAR EXECUTIVE DIRECTOR 40.0 X 107648 0 20574 JOESEPH ANGELON EXECUTIVE DIRECTOR 40.0 X 100074 0 33298 KELLY ROGERS EXECUTIVE DIRECTOR 40.0 X 111535 0 22229 LAURA SMITH EXECUTIVE DIRECTOR 40.0 X 101744 0 26567 LISA SCHLACHTER VP - FINANCIAL DEVELOPMENT 40.0 X 91493 0 30763 3198446 0 573641 22 false true false BALFOUR BEATTY 1930 CAMDEN ROAD 280 CHARLOTTE NC 28203 CONSTRUCTION SERVICES 2867145 THE JOHNSON GROUP PO BOX 35207 CHARLOTTE NC 28235 FACILITY SVC & MATERIALS 2757084 CAROLINA ALLIANCE BANK 1127 HENDERSONVILLE ROAD ASHEVILLE NC 28803 EQUIPMENT LEASING 2073247 THERMAL CONDITIONING 10515 GARRISON ROAD CHARLOTTE NC 28278 HVAC SERVICES 1486073 ARAMARK SERVICES PO BOX 906023 CHARLOTTE NC 28290 FOOD SERVICES 1266670 55 340938 0 1821714 0 2299001 10824327 326275 15285980 Healthy Living 55387400 55387400 Youth Development 24516763 24516763 Social Responsibility 173553 173553 0 0 0 0 80077716 414202 414202 0 0 46472 0 0 46472 46472 46472 230890 1821714 754046 -523156 -523156 263780 243588 20192 20192 NET SA/SIA/TRUST/ENDOW 813410 3133810 3133810 FACILITY RENTAL 813410 854586 854586 MISCELLANEOUS 813410 806771 806771 0 0 0 0 4795167 100116573 80077716 0 4752877 534650 534650 0 0 13000 13000 3126158 864002 1959797 302359 39067553 35707874 1955805 1403874 2356679 2058314 165289 133076 3559992 3201321 169072 189599 3010582 2679299 221237 110046 112935 25533 87402 61200 61200 10644 10644 0 0 5032569 4547563 427845 57161 1019398 1005365 4933 9100 5163857 4962306 70560 130991 599631 533975 57084 8572 12768527 12681344 87148 35 1413502 1305032 78013 30457 1038297 891026 64595 82676 1824295 1824295 550521 550521 0 0 7914449 7857108 52341 5000 1419354 1409663 9691 REPAIRS, MAINT. & EQUIPMENT 3709772 3497447 196594 15731 710244 328306 101687 280251 95017809 86477944 5780937 2758928 7974839 7983894 9273327 9428883 7162614 7610593 1161526 1154890 0 0 0 0 0 0 0 0 1658957 1764237 257809222 105470652 151309740 152338570 2877 0 17216458 20261907 0 0 0 0 0 195760338 200542974 5078647 6144462 0 0 2667102 2512897 46904535 44740590 0 0 0 0 0 0 0 0 4852256 5788463 59502540 59186412 104519369 104802989 31738429 36553573 136257798 141356562 195760338 200542974 5098764 0 X false true X true false X 13875876 13405488 14104933 14474451 15503578 71364326 0 0 13875876 13405488 14104933 14474451 15503578 71364326 1958394 69405932 235472 220148 211898 373413 414202 1455133 0 0 0 0 0 0 -2007103 1942915 4152588 523541 4338675 8950616 81770075 373320065 0.8488 0.8572 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - -2007103.0, COLUMN B - 1942915.0, COLUMN C - 4152588.0, COLUMN D - 523541.0, COLUMN E - 4338675.0, COLUMN F - 8950616.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 10644 false false false 10644 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE YMCA OF GREATER CHARLOTTE PAYS DUES TO BE A PART OF THE NORTH CAROLINA ALLIANCE OF YMCA'S. AS PART OF IT'S MISSION, THE ALLIANCE WORKS WITH KEY DECISION MAKERS IN THEIR MUNICIPALITIES, COUNTIES AND AT THE STATE AND FEDERAL LEVELS TO ADVANCE THE MISSION OF THE YMCA. A PORTION OF THE DUES ARE USED BY THE ALLIANCE FOR LOBBYING ACTIVITIES ON BEHALF OF ITS MEMBERS IN AREAS OF INTEREST TO THE MISSION OF THE YMCA. 12965493 3500 2841979 437837 58191 15314944 14269357 55650 -861572 439802 58140 12965493 12791144 2540 1928241 395930 56638 14269357 12357586 139766 724943 370151 61000 12791144 13105654 4296 -311666 355898 84800 12357586 0.91 0.09 true false 18854365 18854365 176060801 65602863 110457938 4314854 2848886 1465968 25912731 15792624 10120107 32666471 21226279 11440192 152338570 ENDOWMENTS 15314944 F BENEFICIAL INTEREST IN PERPETUAL TRUSTS 4892555 F BENEFICIAL INTEREST IN SPLIT INTEREST AGREEMENT 54408 F 20261907 INTEREST RATE SWAP AGREEMENTS 2923958 OTHER LIABILITIES 2584744 CAPITAL LEASE LIABILITY 279761 5788463 X 101114207 997634 997634 100116573 0 0 100116573 96015443 997634 997634 95017809 0 0 95017809 Schedule D, Part XI, Line 2(d) AND PART XII; LINE 2D SCHEDULE D SUPPLEMENTAL INFORMATION: CERTAIN EXPENSES ARE DEDUCTED FROM REVENUE IN PART VIII, LINE 8B ($754,046) AND LINE 10B ($243,588) AS PER FORM 990 INSTRUCTIONS, BUT THESE EXPENSES ARE NOT NETTED AGAINST REVENUE FOR AUDITED FINANCIAL STATEMENT PURPOSES. Schedule D, Part V, Line 4 Intended uses of endowment funds THE YMCA OF GREATER CHARLOTTE'S ENDOWMENT FUNDS ARE USED TO HELP SATISFY THE ONGOING NEEDS OF ITS MISSION. THIS MISSION IS TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. THE YMCA OF GREATER CHARLOTTE'S PROGRAMS ARE DESCRIBED IN MORE DETAIL IN PART III. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE YMCA AND ITS SUBSIDIARY, CAMP THUNDERBIRD, ARE NOT-FOR-PROFIT ORGANIZATIONS THAT ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ADDITIONALLY, THEY ARE NOT PRIVATE FOUNDATIONS PURSUANT TO INTERNAL REVENUE CODE SECTION 509(A)(l). THE YMCA DOES NOT BELIEVE THAT THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND ACCORDINGLY, IT WILL NOT RECOGNIZE ANY ASSET OR LIABILITY FOR UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 SPECIAL EVENTS DIRECT EXPENSES - 754046 COST OF GOODS SOLD - MERCHANDISE SALES - 243588 - - Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 SPECIAL EVENTS DIRECT EXPENSES - 754046 COST OF GOODS SOLD - MERCHANDISE SALES - 243588 Sub-Saharan Africa SUPPORT OF YMCA PRIMARY SCHOOL AND GENERAL BRANCH OPERATIONS 10000 CHECK 1 0 false false false false false false Auction 235652 200213 35439 35438 4825 5551 Road Race 212902 180005 32897 82289 22 1604050 1441496 162554 65641 145824 16730 202577 195171 2052604 1821714 230890 65641 145824 52168 207402 283011 754046 -523156 X true true X X X X X true false false true false true false false false TODD TIBBITS PRESIDENT/CEO 341973 0 50862 0 5163 0 33600 0 18462 0 450060 0 0 0 RHONDA ANDERSON CHIEF OPERATING OFFICER 348054 0 18424 0 1538 0 30633 0 8658 0 407307 0 0 0 DEAN JONES CHIEF DEVELOPMENT OFFICER 231301 0 18546 0 2145 0 31905 0 18462 0 302359 0 0 0 MICHAEL MANNING CHIEF FINANCIAL OFFICER 256514 0 18847 0 389 0 0 0 11554 0 287304 0 0 0 STEVE BOWERS EXEC. VP - OPERATIONS 192479 0 14235 0 372 0 25714 0 12898 0 245698 0 0 0 SCOTT CHAGNON CHIEF STRATEGY & INNOVATION OFFICER 180970 0 13931 0 957 0 24855 0 18462 0 239175 0 0 0 MICHAEL DEVAUL CHIEF IMPACT OFFICER 175229 0 12574 0 709 0 23970 0 18462 0 230944 0 0 0 BROOKE REDDINGTON CHIEF HUMAN CAPITAL OFFICER 168530 0 12775 0 343 0 23146 0 18462 0 223256 0 0 0 DONNA BIGHAM VP - ACCOUNTING & FINANCE 180440 0 0 0 336 0 21756 0 3004 0 205536 0 0 0 JAMES KEVIN DEAN SR. OPERATIONAL VP 163715 0 11004 0 271 0 22097 0 13911 0 210998 0 0 0 CHARLA MULLER VP - MKTG & BRAND STRATEGY 134004 0 0 0 262 0 16368 0 8676 0 159310 0 0 0 KEVIN DEVITT VP - INFORMATION TECHNOLOGY 128801 0 0 0 259 0 16836 0 18319 0 164215 0 0 0 Schedule J, Part I, Line 1a Personal services EXPLANATION: FINANCIAL PLANNING SERVICES AND TAX PEPARATION BENEFITS ARE PROVIDED TO THE PRESIDENT AND SENIOR VICE PRESIDENTS. THIS TAXABLE BENEFIT WAS AVAILABLE TO EIGHT EMPLOYEES OF THE YMCA OF GREATER CHARLOTTE IN 2019. Schedule J, Part I, Line 4a Severance or change-of-control payment AN INDIVIDUAL RECEIVED SUCH A PAYMENT IN 2019. Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization A PORTION OF INCENTIVE COMPENSATION IS BASED ON TARGETED REVENUE GROWTH. Schedule J, Part I, Line 6a Compensation contingent on net earnings of the organization A PORTION OF INCENTIVE COMPENSATION IS BASED ON TARGETED NET POSITIVE VARIANCE. A PUBLIC FINANCE AUTHORITY 273866124 000000000 2016-10-27 50000000 SEE PART VI false false false A 32160000 0 50000000 0 0 0 89375 0 0 17750625 0 0 2018 true false true true A false false false false 0.0 0.0 0.0 false false A false true true true SEE PART VI 18.0 false false false false true A Schedule K, Part I, Column (e) THE BONDS CONSTITUTE A "DRAW DOWN LOAN" WITHIN THE MEANING OF TREASURY REGULATIONS 1.150-1(c)(4). $50,000,000 REPRESENTS THE MAXIMUM PRINCIPAL AMOUNT OF BONDS THAT MAY BE ISSUED AS PART OF THE ISSUANCE, WHICH IS THE EXPECTED ISSUE PRICE OF THE BOND ISSUE. AS OF THE DATE OF ISSUANCE OF THE BONDS, $35,210,000 WAS DRAWN DOWN. Schedule K, Part I, Column (f) PROCEEDS OF THE BONDS WERE APPLIED TO (A) REFUND THE OUTSTANDING NORTH CAROLINA FACILITIES FINANCE AGENCY VARIABLE RATE RECREATIONAL FACILITIES REVENUE BONDS (THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER CHARLOTTE PROJECT), SERIES 2007A, AND NORTH CAROLINA CAPITAL FACILITIES FINANCE AGENCY VARIABLE RATE RECREATIONAL FACILITIES REVENUE BONDS (THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER CHARLOTTE PROJECT), SERIES 2007B, AND (B) FINANCE A NEW PARKING DECK, RENOVATIONS AND AN ADDITION TO THE YMCA'S DOWD BRANCH IN CHARLOTTE, NORTH CAROLINA, AND THE CONSTRUCTION AND EQUIPPING OF SARA'S YMCA BRANCH IN CHARLOTTE, NORTH CAROLINA. Schedule K, Part II, Line 3 THE BONDS CONSTITUTE A "DRAW DOWN LOAN" WITHIN THE MEANING OF TREASURY REGULATIONS 1.150-1(c)(4). $50,000,000 REPRESENTS THE MAXIMUM PRINCIPAL AMOUNT OF BONDS THAT MAY BE ISSUED AS PART OF THE ISSUANCE. AS OF THE DATE OF ISSUANCE OF THE BONDS, $35,210,000 WAS DRAWN DOWN. THE ADDITIONAL $14,790,000 OF THE PROCEEDS WAS USED FOR $14,700,625 OF CAPITAL EXPENDITURES AND $89,375 OF ISSUANCE COSTS. ALL AMOUNTS WERE DRAWN PRIOR TO DECEMBER 31, 2018. Schedule K, Part II, Line 10 THE BONDS CONSTITUTE A "DRAW DOWN LOAN" WITHIN THE MEANING OF TREASURY REGULATIONS 1.150-1(c)(4). $50,000,000 REPRESENTS THE MAXIMUM PRINCIPAL AMOUNT OF BONDS THAT MAY BE ISSUED AS PART OF THE ISSUANCE. AS OF THE DATE OF ISSUANCE OF THE BONDS, $35,210,000 WAS DRAWN DOWN. THE ADDITIONAL $14,790,000 OF THE PROCEEDS WAS USED FOR $14,700,625 OF CAPITAL EXPENDITURES AND $89,375 OF ISSUANCE COSTS. AS OF DECEMBER 31, 2018 ALL AMOUNTS HAVE BEEN DRAWN. Schedule K, Part IV, Line 4b THE YMCA HAS ENTERED INTO 3 INTEGRATED INTEREST RATE SWAPS WITH RESPECT TO THE BONDS. SEE BELOW. COUNTERPARTY - BRANCH BANKING AND TRUST COMPANY; TERM - OCTOBER 27, 2016 THROUGH DECEMBER 1, 2034 COUNTERPARTY - BRANCH BANKING AND TRUST COMPANY ; TERM - OCTOBER 27, 2016 THROUGH APRIL 1, 2029 COUNTERPARTY - BRANCH BANKING AND TRUST COMPANY; TERM - APRIL 1, 2017 THROUGH APRIL 1, 2029 Schedule K, Part IV, Line 4c THE YMCA HAS ENTERED INTO 3 INTEGRATED INTEREST RATE SWAPS WITH RESPECT TO THE BONDS. SEE BELOW. COUNTERPARTY - BRANCH BANKING AND TRUST COMPANY; TERM - OCTOBER 27, 2016 THROUGH DECEMBER 1, 2034 COUNTERPARTY - BRANCH BANKING AND TRUST COMPANY ; TERM - OCTOBER 27, 2016 THROUGH APRIL 1, 2029 COUNTERPARTY - BRANCH BANKING AND TRUST COMPANY; TERM - APRIL 1, 2017 THROUGH APRIL 1, 2029 X 18 464750 Market value X 1 241432 Cost X MISC. AUCTION/PROG. ITEMS 36501 Market value X BARGAIN RENT/LEASE 3 48342 Market value 0 false true true Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions A THIRD PARTY BROKER IS USED TO SELL PUBLICALLY TRADED SECURITIES. Schedule M, Part I Explanations of reporting method for number of contributions Other - MISC. AUCTION/PROG. ITEMS NUMBER OF CONTRIBUTIONS Securities - Publicly traded - NUMBER OF CONTRIBUTIONS Other - BARGAIN RENT/LEASE NUMBER OF CONTRIBUTIONS Real estate - Other - BUILDING IMPROVEMENTS NUMBER OF CONTRIBUTIONS Form 990, Part VI, Line 11b Review of form 990 by governing body EXPLANATION: THE FOLLOWING REPRESENTS THE FORM 990 REVIEW PROCESS IN CHRONOLOGICAL ORDER: 1. REVIEW BY THE YMCA'S SENIOR MANAGEMENT STAFF. THE FORM 990 IS SENT ELECTRONICALLY TO THE SENIOR MANAGEMENT STAFF AND THE OPPORTUNITY TO ASK QUESTIONS IS EXTENDED. 2. REVIEW BY THE ASSOCIATION AUDIT COMMITTEE. THE FORM 990 IS SENT ELECTRONICALLY TO ALL MEMBERS PRIOR TO THE AUDIT COMMITTEE MEETING. DURING THE MEETING, THE COMMITTEE REVIEWS THE FORM 990 AND DISCUSSES PROCEDURES FOR ITS COMPLETION. COMMITTEE QUESTIONS ARE ADDRESSED. 3. A COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE ASSOCIATION BOARD OF DIRECTORS. THE FORM 990 IS SENT TO ALL MEMBERS VIA E-MAIL AND QUESTIONS ARE INVITED BY TELEPHONE, E-MAIL OR IN PERSON. 4. THE FORM 990 IS FILED AFTER COMPLETION OF ALL LEVELS OF REVIEW. Form 990, Part VI, Line 12c Conflict of interest policy EXPLANATION: THE YMCA OF GREATER CHARLOTTE HAS A WRITTEN CONFLICT OF INTEREST POLICY. ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE AND SIGN AN ANNUAL DISCLOSURE STATEMENT. ADDITIONALLY, OFFICERS AND KEY MANAGEMENT EMPLOYEES OF THE YMCA ARE REQUIRED TO COMPLETE AND SIGN AN ANNUAL DISCLOSURE STATEMENT. THIS POLICY REQUIRES IMMEDIATE DISCLOSURE OF INTERESTS THAT COULD GIVE RISE TO CONFLICTS. Form 990, Part VI, Line 15a Process to establish compensation of top management official EXPLANATION: THE YMCA OF GREATER CHARLOTTE HAS A DETAILED AND RIGOROUS PROCESS FOR THE REVIEW AND DETERMINATION OF CEO/ PRESIDENT COMPENSATION. THAT PROCESS INCLUDES AN EXECUTIVE COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT VOLUNTEERS. THESE VOLUNTEERS REVIEW INFORMATION INCLUDING INDEPENDENTLY GENERATED SURVEY INFORMATION FOR COMPARISON OF LIKE POSITIONS AND INVOLVEMENT OF AN INDEPENDENT CONSULTANT. Form 990, Part VI, Line 15b Process to establish compensation of other employees EXPLANATION: THE YMCA OF GREATER CHARLOTTE HAS A DETAILED AND RIGOROUS PROCESS FOR THE REVIEW AND DETERMINATION OF CEO/PRESIDENT AND EXECUTIVE COMPENSATION. THAT PROCESS INCLUDES AN EXECUTIVE COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT VOLUNTEERS. THESE VOLUNTEERS REVIEW INFORMATION INCLUDING INDEPENDENTLY GENERATED SURVEY INFORMATION FOR COMPARISON OF LIKE POSITIONS. FOR 2019 THE COMPENSATION COMMITTEE REVIEWED SURVEY DATA PROVIDED BY SULLIVAN-COTTER, A COMPENSATION AND HUMAN RESOURCES MANAGEMENT FIRM, AND CASAGRANDE CONSULTING, AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTING FIRM, TO ENSURE CONTINUED REASONABLENESS OF OVERALL COMPENSATION IN COMPARISON TO OTHER YMCA AND SIMILAR ORGANIZATIONS. THE COMMITTEE MEETS WITHOUT YMCA STAFF TO REVIEW, DISCUSS AND DETERMINE COMPENSATION FOR THE CEO/PRESIDENT AND THE COMMITTEE REVIEWS AND APPROVES THE CEO/PRESIDENT'S RECOMMENDATIONS OF OTHER EXECUTIVES' COMPENSATION. NOTES ARE TAKEN DURING THE MEETING AND MINUTES ARE PRODUCED FOR THE COMMITTEE MEMBERS AND RECORD KEEPING PURPOSES. THIS PROCESS WAS LAST USED IN FEBRUARY 2020 FOR THE FOLLOWING POSITIONS: CEO/PRESIDENT EXECUTIVE VICE PRESIDENT - CHIEF OPERATING OFFICER SENIOR VICE PRESIDENT - CHIEF FINANCIAL OFFICER SENIOR VICE PRESIDENT - CHIEF DEVELOPMENT OFFICER Form 990, Part VI, Line 19 Required documents available to the public EXPLANATION: THE YMCA OF GREATER CHARLOTTE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. Form 990, Part VIII, Line 2f Other Program Service Revenue - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; CAMP THUNDERBIRD 400 E MOREHEAD ST CHARLOTTE NC 28202 900329292 RESIDENT CAMP NC 501(c)(3) 7 YMCA OF GREATER CHARLOTTE false false false false false false false false false false false false false false false false false false false false