2018-07-02T08:46:30-05:00 2017-12-31 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2017-01-01 231365994 YMCA OF GREATER BRANDYWINE YMCA 6106439622 ONE EAST CHESTNUT STREET WEST CHESTER PA 19380 DENISE L DAY PRESIDENT & CHIEF EXECUTIVE OFFICER 6106439622 2018-06-21 1 CHRISTOPHER M PEKULA P00734965 2154414600 2017 2022-09-23 18:48:47Z DENISE L DAY ONE EAST CHESTNUT STREET WEST CHESTER PA 19380 55914279 0 X WWW.YMCAGBW.ORG X 1892 PA SEE SCHEDULE O 29 27 2805 5111 0 0 3143025 1923231 43926998 43231801 77837 510793 556934 623369 47704794 46289194 3813651 3572167 0 0 26860354 25867062 0 0 697787 16802129 16556185 47476134 45995414 228660 293780 82231905 82600127 41755406 40555278 40476499 42044849 X SEE PAGE 1, PART 1, NUMBER 1 AND SCHEDULE O FOR ORGANIZATION'S MISSION STATEMENT. 0 0 9206638 785822 11616894 CHILDCARE - OUR YMCA IS COMMITTED TO NURTURING THE POTENTIAL OF EVERY CHILD AND TEEN. WE BELIEVE THAT ALL KIDS 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 CAMP, SCHOOL AGED CHILDCARE AND PRESCHOOL PROGRAM, OFFER A RANGE OF EXPERIENCES THAT ENRICH COGNITIVE, SOCIAL, PHYSICAL, AND EMOTIONAL GROWTH. EXPENSES INCLUDE SUBSIDIES AND DIRECT FINANCIAL ASSISTANCE THAT MAKE PARTICIPATION POSSIBLE FOR THE YOUNG PEOPLE WE ENGAGE. 10137572 2162911 25630644 YMCA MEMBERSHIP - THE YMCA IS A MEMBERSHIP ORGANIZATION THAT INVITES ALL PEOPLE TO JOIN AND BUILD A HEALTHY SPIRIT, MIND, AND BODY. IN 2017, THE YMCA HAD OVER 70,000 MEMBERS OF ALL AGES. WE ARE A VALUES-BASED ORGANIZATION THAT ENCOURAGES OUR MEMBERS AND ALL WHO PARTICIPATE IN YMCA PROGRAMS AND SERVICES TO DEVELOP MORAL AND ETHICAL BEHAVIOR, SELF-ESTEEM, AND LEADERSHIP. THE LARGEST YMCA MEMBERSHIP TYPE IS THE FAMILY CATEGORY. WE GIVE FAMILIES A SAFE, RELIABLE, AND AFFORDABLE PLACE TO GO. RECREATIONAL OPPORTUNITIES SUCH AS FAMILY NIGHTS AND PARENT-TEEN FITNESS CLASSES, FAMILY MARTIAL ARTS, AND NUMEROUS SPECIAL EVENTS LET FAMILIES RELAX AND ENJOY EACH OTHER. YMCA PROGRAMS SUCH AS ADVENTURE GUIDES HELP PEOPLE GROW AS RESPONSIBLE MEMBERS OF FAMILIES. YMCA MEMBERSHIP PROVIDES CHILDREN AND THEIR PARENTS WITH ACTIVITIES THAT FOSTER UNDERSTANDING AND COMPANIONSHIP. 7791271 0 1059906 YMCA HEALTH & FITNESS - THE Y IS A LEADING VOICE ON HEALTH AND WELL-BEING. WE BRING FAMILIES CLOSER TOGETHER, ENCOURAGE GOOD HEALTH, AND FOSTER CONNECTIONS THROUGH FITNESS, SPORTS, FUN, AND SHARED INTERESTS. AS A RESULT, PEOPLE IN OUR COMMUNITY 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 AN OBESITY CRISIS, FAMILIES STRUGGLE WITH WORK/LIFE BALANCE, AND INDIVIDUALS SEARCH FOR PERSONAL FULFILLMENT. OUR PROGRAMS ARE ACCESSIBLE, AFFORDABLE, AND OPEN TO ALL FAITHS, BACKGROUNDS, ABILITIES, AND INCOME LEVELS. 12236152 623434 5545345 YMCA AQUATICS - YMCA AQUATICS PROGRAMS ARE PART OF THE YMCA'S OVERALL GOAL OF BUILDING HEALTHY SPIRIT, MIND, AND BODY. IN ADDITION TO PROVIDING SPECIFIC SWIMMING AND WATER SAFETY SKILLS, WE PROMOTE GOOD HEALTH THROUGH REGULAR EXERCISE. WE ALSO PROMOTE TEAMWORK, SELF-CONFIDENCE, AND LEADERSHIP. IN 2017, WE PROVIDED AQUATICS PROGRAMS FOR OVER 7,000 INDIVIDUALS, INFANTS THROUGH SENIORS. THESE PROGRAMS ARE OFFERED AT FEES AFFORDABLE TO THE COMMUNITY AT LARGE, WITH FINANCIAL ASSISTANCE FOR THOSE WHO CANNOT AFFORD THE FULL FEE. ADDITIONALLY, THE YMCA OFFERS A FREE WATER SAFETY WEEK CALLED SPLASH WHERE HUNDREDS OF LOW-INCOME YOUTH THROUGH OUR SERVICE AREA PARTICIPATED.YMCA YOUTH - YMCA YOUTH AND TEEN PROGRAMS HELP KIDS DEVELOP SELF-ESTEEM AND GOOD VALUES, INCLUDING COOPERATION, RESPECT FOR THE BODY, GOOD CITIZENSHIP, AND A STRONG WORK ETHIC. THOUSANDS OF CHILDREN PARTICIPATED IN YMCA YOUTH RECREATION PROGRAMS IN 2017. YOUTH SPORTS FOCUS ON THE FULL AND EQUAL PARTICIPATION OF ALL; EVERY CHILD PLAYS IN EVERY GAME. YMCA YOUTH SPORTS PROGRAMS ALSO HELP TO STRENGTHEN FAMILIES. PARENTS COACH TEAMS AND TURN OUT, OFTEN WITH BROTHERS AND SISTERS, TO WATCH KIDS PLAY. YOUNG PEOPLE PARTICIPATING IN SPORTS BUILD LIFELONG POSITIVE ATTITUDES, HABITS OF HEALTHY EXERCISE, AND LEARN WAYS TO HAVE FUN AS ADULTS. TEEN ACTIVITIES ARE AMONG THE MOST IMPORTANT PROGRAMS OFFERED BY THE YMCA, PROVIDING ADOLESCENTS WITH STRUCTURE AND ACTIVITIES PARTICULARLY DURING AFTER-SCHOOL HOURS. INTERACTION WITH TEENS WILL HELP PREVENT THE SENSELESS VIOLENCE THAT HAS PLAGUED SO MANY OF OUR COMMUNITIES. 12236152 623434 5545345 39371633 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 26 0 1 2805 1 0 0 0 0 0 1 1 0 0 0 0 X 29 27 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 PA X YMCA OF GREATER BRANDYWINE 6106439622 ONE EAST CHESTNUT STREET WEST CHESTER PA 19380 X AMANDA CABOT MEMBER, EXEC. COMMITTEE 3.00 X X 0 0 0 DARYL THOMAS MEMBER, TREASURER 3.00 X X 0 0 0 DONNA URIAN MEMBER, SECRETARY 1.00 X 0 0 0 JAMES T HORN VICE CHAIR 3.00 X X 0 0 0 ROBERT E RIGG MEMBER 1.00 X 0 0 0 KENNETH M GODDU VICE CHAIR 3.00 X X 0 0 0 JOSEPH J VISCUSO PAST CHAIR 3.00 X X 0 0 0 JAY BELLWOAR MEMBER 1.00 X 0 0 0 PATTI BRENNAN MEMBER 1.00 X 0 0 0 CHAD GOBEL MEMBER, EXEC. COMMITTEE 3.00 X X 0 0 0 WILLIAM HARRAL MEMBER 1.00 X 0 0 0 SANDRA KNAPP MEMBER, EXEC. COMMITTEE 1.00 X 0 0 0 RANDY MCCULLOUGH MEMBER, UMLY BRANCH BOARD 3.00 X X 0 0 0 DONNA PHILLIPS MEMBER 1.00 X 0 0 0 ROBERT SHOPE PAST CHAIR 5.00 X X 0 0 0 TRISH FAIDIGA MEMBER 1.00 X 0 0 0 PAUL KEMPINSKI MEMBER 1.00 X 0 0 0 RICH LUZZI MEMBER 1.00 X 0 0 0 BRIDGET THERRIAULT MEMBER 1.00 X 0 0 0 DAN TUOHEY MEMBER 1.00 X 0 0 0 MIGUEL ALBAN MEMBER 1.00 X 0 0 0 BRENDA ALLEN MEMBER 1.00 X 0 0 0 AL FULLER MEMBER, BR BRANCH BOARD CH 1.00 X 0 0 0 TOM GAVIN MEMBER, WC BRANCH BOARD CH 1.00 X 0 0 0 TOM HOGAN MEMBER 1.00 X 0 0 0 TIFFANY MCPEAK MEMBER, JV BRANCH BOARD CH 1.00 X 0 0 0 JIM MERCANTE MEMBER, KT BRANCH BOARD CH 1.00 X 0 0 0 AMER SAJED MEMBER 1.00 X 0 0 0 RANDY SCHAUER MEMBER, LIONVILLE BOARD CHAIR 1.00 X 0 0 0 DENISE L DAY PRESIDENT / CEO 50.00 X 377310 0 41530 ANDREA YOUNDT SENIOR V.P./COO 50.00 X 231315 0 32214 JAMES PARO CIO 50.00 X 128013 0 13787 GERARD LEVINSKY FACILITIES DIRECTOR 50.00 X 126168 0 23418 MARY BURNS VP-CDO 50.00 X 154439 0 22586 SHARON CROSBY VP MEM 50.00 X 139206 0 22771 HELEN FLANDERS EXECUTIVE DIRECTOR 50.00 X 128246 0 19916 1284697 0 176222 8 0 1 0 PANCOAST & CLIFFORD INC 206 CARTER DRIVE WEST CHESTER PA 19380 FACILITIES CONTRACTORS 3265146 ANGELEE CLEAN LLC ONE EAST CHESTNUT STREET WEST CHESTER PA 19380 JANITORIAL SERVICES 488327 SAFEGUARD BUSINESS SYSTEMS 515 PLYMOUTH RD PLYMOUTH MEETING PA 19462 MARKETING SERVICES 317635 ADP LLC 1285 DRUMMERS LN 100 WAYNE PA 19087 PAYROLL SERVICES 196910 SULPIZIO INC 1211 CLEARBROOK RD WEST CHESTER PA 19380 FACILITY CONTRACTOR SERVICES 146620 4 89534 182522 1651175 61406 1923231 MEMBERSHIP 813410 24789920 24789920 PROGRAM SERVICE REVENUE 813410 18441881 18441881 43231801 255686 255686 547955 0 547955 547955 547955 9750086 9494979 255107 255107 255107 123902 182522 123902 0 8585 6204 2381 2381 VENDING MACHINES 900099 43818 43818 OTHER MISCELLANEOUS REVENUE 813410 29215 29215 73033 46289194 43852789 0 513174 3572167 3572167 682369 682369 20537216 18209891 2024294 303031 1285731 1124578 140282 20871 1804238 1523638 252322 28278 1557508 1303727 229585 24196 87378 62518 24151 709 35677 25526 9861 290 35350 25293 9770 287 1150021 822827 317857 9337 740469 388364 57868 294237 962828 900892 61449 487 2043710 1890073 153637 1542544 1542544 390620 390620 4175941 4054036 121905 401171 389419 11752 REPAIRS AND MAINTENANCE 2033172 1986170 47002 PROGRAM COSTS 992032 991098 934 COMMUNITY RELATIONS 122754 99744 22090 920 ORGANIZATIONAL DUES 36253 26740 7078 2435 1806265 1584312 209244 12709 45995414 39371633 5925994 697787 10511 10811 7176137 6011224 496288 725203 402816 421954 514444 316532 124754471 58015517 66055920 66738954 7575789 8375449 82231905 82600127 2074939 2339460 1432704 1711728 151493 170869 32958766 31763088 5137504 4570133 41755406 40555278 X 39372477 40823567 302829 238839 801193 982443 40476499 42044849 82231905 82600127 X 293780 679456 595114 X X 0 1 X 1 0 X 4706102 1677261 4494783 3143025 1923231 15944402 30033303 29890320 44632963 44028663 43240386 191825635 34739405 31567581 49127746 47171688 45163617 207770037 142316 33650 1665477 203040 244694 2289177 0 142316 33650 1665477 203040 244694 2289177 205480860 56714 90546 140090 643301 803641 1734292 56714 90546 140090 643301 803641 1734292 410107 705207 572135 120985 73033 1881467 35206226 32363334 49839971 47935974 46040291 211385796 0.97210 0.97350 0.00820 0.00500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 497444 153507 650951 443733 53711 497444 513770 13634 -83671 443733 532964 -19194 513770 482577 50387 532964 1.00000 0 0 4076190 4076190 106618385 45755175 60863210 13981710 12260342 1721368 78186 78186 66738954 SWAP LIABILITY 4570133 4570133 X 43430430 679456 33947 713403 42717027 3572167 3572167 46289194 42429451 6204 6204 42423247 3572167 3572167 45995414 PART IV, LINE 2B: CUSTODIAL ACCOUNTS ARE FOR VOLUNTEER GROUPS THAT CANNOT HAVE THEIR OWN BANK ACCOUNT TO KEEP THE FUNDS THEY RAISE SEPERATE. THE POLICY STATES, BY LAW, THAT VOLUNTEERS CANNOT BE A CHECK SIGNOR ON THE YMCA OF GREATER BRANDYWINE'S BANK ACCOUNT. THE YMCA OF GREATER BRANDYWINE HOLDS THE MONEY RAISED BY THESE GROUPS IN THEIR OPERATING CASH ACCOUNT AND HAS THE BALANCE KEPT AS A LIABILITY. PART V, LINE 4: THE YMCA HAS A SPENDING POLICY OF APPROPRIATING FUNDS FROM ITS ENDOWMENT FUNDS AS NEEDED FOR SPECIAL PROJECTS. THE YMCA CONSIDERS THE MARKET RATE OF RETURN AND THE AMOUNT OF AVAILABLE FUNDS IN THE ENDOWMENT WHEN DETERMINING ITS ANNUAL SPENDING. IN ADDITION, THE ANNUAL SPENDING DISTRIBUTIONS FROM THE ENDOWMENT FUNDS ARE LIMITED TO 5% OF THE THREE-YEAR MOVING AVERAGE OF ITS MARKET VALUE, AS DETERMINED ON AN ANNUAL BASIS. ANY ADDITIONAL DISTRIBUTIONS REQUIRE WRITTEN CONSENT FROM THE BOARD OF DIRECTORS AND CONCURRENCE OF THE FINANCE COMMITTEE. PART X, LINE 2: THE YMCA IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, THERE IS NO PROVISION FOR INCOMES TAXES. WITH FEW EXCEPTIONS, THE YMCA IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE YEARS BEFORE 2014. THE YMCA BELIEVES THAT IS HAS APPROPRIATE SUPPORT FOR ANY TAX PROVISIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 27,743. COST OF MERCHANDISE SOLD 6,204. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANT RECLASS 3,572,167. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF MERCHANDISE SOLD 6,204. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT RECLASS 3,572,167. GOLF OUTING 295320 173598 121722 121722 RACE 11104 8924 2180 2180 306424 182522 123902 123902 123902 0 1 FINANCIAL ASSISTANCE 11915 3572167 FAIR MARKET VALUE BASED ON INCOME AND FAMILY SIZES, NON-CASH ASSISTANCE (DISCOUNTS ON MEMBERSHIP AND PROGRAM FEES) IS PROVIDED. THE VALUE IS THE DIFFERENCE BETWEEN THE CURRENT RATES AND DISCOUNTED RATES. PART I, LINE 2: YMCA OF GREATER BRANDYWINE HAS AN APPLICATION PROCESS WHERE INDIVIDUALS APPLYING FOR FINANCIAL ASSISTANCE FILL OUT THE APPLICATION AND PROVIDE FINANCIAL INFORMATION. THE ORGANIZATION THEN EVALUATES THIS INFORMATION TO FAIRLY ALLOCATE ASSISTANCE BASED ON NEED. INDIVIDUALS HAVE TO RESUBMIT/UPDATE THE INFORMATION ROUTINELY TO ENSURE THE ALLOCATION OF ASSISTANCE IS BASED ON NEED. X X X X X 0 0 0 0 0 0 0 0 0 DENISE L DAY PRESIDENT / CEO 377310 0 0 0 0 0 30600 0 10930 0 418840 0 0 0 ANDREA YOUNDT SENIOR V.P./COO 231315 0 0 0 0 0 27155 0 5059 0 263529 0 0 0 MARY BURNS VP-CDO 154439 0 0 0 0 0 17527 0 5059 0 177025 0 0 0 SHARON CROSBY VP MEM 139206 0 0 0 0 0 15491 0 7280 0 161977 0 0 0 JAY BELLWOAR COLONIAL ELECTRIC SUP BOARD 8004 ELECTRICAL SUPPLIES 0 KEN GODDU FULTON FINANCIAL VICE CHAIR 1250174 BANKING/EQUIPMENT LEASE 0 SANDRA KNAPP GAWTHROP GREENWOOD AO BOARD 126 LEGAL SERVICES 0 JAMES HORN TRI-M GROUP EXECUTIVE COMMITTEE 60381 ELECTRICAL SYSTEMS 0 MIGUEL ALBAN THE HISPANIC APROACH BOARD 8500 MARKETING/PUBLICATION ADS 0 DAN SIFER AND DARYL THOMAS HERR FOO BOARD 456 FOOD VENDOR 0 DON TUOHEY ELITE GROUP BOARD 1878 BENEFITS BROKER/HR SERVICES 0 VINCE ANASTASI BOARD 51529 LANDSCAPING SERVICES 0 RANDY SCHAUER BOARD 7805 LEGAL SERVICES 0 X 1 19202 FAIR MARKET VALUE X GIFTS IN KIND 68 42204 FAIR MARKET VALUE 0 0 0 FORM 990, PART I, LINE 1: DESCRIPTION OF ORGANIZATION MISSION: TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. FORM 990, PART VI, SECTION B, LINE 11B THE 990 RETURN AND ACCOMPANYING SCHEDULES ARE REVIEWED BY BOARD MEMBERS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE YMCA OF GREATER BRANDYWINE HAS A CONFLICT OF INTEREST POLICY THAT REQUIRES DISCLOSURE OF POTENTIAL CONFLICTS. IF THESE POTENTIAL CONFLICTS INTERFERE WITH THE INDEPENDENT ACTIONS OF THE BOARD OF DIRECTORS OF THE YMCA OF GREATER BRANDYWINE, SUCH MEMBER WILL EITHER RECUSE HIM/HERSELF FROM THAT MATTER, OR THE CHAIRMAN/WOMAN OF THE BOARD WILL ASK THAT MEMBER TO RECUSE HIM/HERSELF FROM THAT MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE YMCA OF GREATER BRANDYWINE HAS A COMPENSATION COMMITTEE THAT ANNUALLY REVIEWS AND APPROVES THE COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. THIS REVIEW INCLUDES BOTH GENERAL AND INDUSTRY BENCHMARKS TO MEASURE THE APPROPRIATENESS OF THE OVERALL COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, ORGANIZATION POLICIES AND PROCEDURES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 567,371. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 27,743. 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE ITS POLICIES RELATED TO OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR FROM THOSE USED IN PRIOR YEARS.