2017-11-15T10:58:22-06:00 2016-12-31 420714325 RSM US LLP 80 CITY SQUARE BOSTON MA 021293742 990 2016-01-01 042103548 YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF BOSTON INC YOUN 6175855420 140 CLARENDON STREET BOSTON MA 02116 JESSICA ZANDER CFO 6175855420 2017-11-15 1 LYNNE JOHNSON P00757336 6179129000 108.171.131.186 2017-11-15 11:35:33 ES P BC761CF869453B3C1EAEFCEB8393C6307CA8E02E 808B1D28703E5C3EA38D0C6AFAC88E3156F3957D 2016 2021-01-29 14:40:06Z SYLVIA FERRELL-JONES 140 CLARENDON STREET BOSTON MA 02116 6888717 0 X WWW.YWCABOSTON.ORG X 1867 MA ELIMINATING RACISM, EMPOWERING WOMEN, AND PROMOTING PEACE, JUSTICE, FREEDOM, AND DIGNITY FOR ALL. 14 14 32 30 120912 -7652 736306 767233 126166 244757 225462 348679 293980 267324 1381914 1627993 0 0 0 0 1528820 1672123 5250 29253 313863 697282 1031196 2231352 2732572 -849438 -1104579 16990902 16332728 644021 821567 16346881 15511161 X THE YWCA BOSTON IS DEDICATED TO ELIMINATING RACISM, EMPOWERING WOMEN, AND PROMOTING PEACE, JUSTICE, FREEDOM, AND DIGNITY FOR ALL. 0 0 513510 12264 WOMEN'S AND GIRLS' HEALTH & WELLNESS: YWCA PROVIDES ACCESSIBLE,CULTURALLY-SPECIFIC EDUCATION AND RESOURCES ON A RANGE OF THE MOST PRESSING HEALTH ISSUES OF TODAY, INCLUDING BREAST AND CERVICAL CANCER. BY EMPOWERING PRIMARILY BLACK, LATINA AND IMMIGRANT WOMEN AND GIRLS TO TAKE CONTROL OF THEIR PERSONAL WELL-BEING, YWCA BOSTON WORKS TO IMPROVE THE HEALTH OF THE COMMUNITY AS A WHOLE AND TO COMBAT HEALTH DISPARITIES IN BOSTON. YWCA BOSTON SERVES APPROXIMATELY 1,000 WOMEN AND GIRLS EVERY YEAR. 405219 159880 YOUTH LEADERSHIP INITIATIVE: THE YOUTH LEADERSHIP INITIATIVE PROGRAM (INIT) PROVIDES OVER 300 HOURS OF EXPERIENTIAL PROGRAMMING FOR A DIVERSE GROUP OF GREATER BOSTON YOUTH. THESE YOUNG PEOPLE COME TOGETHER ACROSS LINES OF RACE, GENDER, SEXUAL ORIENTATION, CLASS BACKGROUND, NEIGHBORHOOD, AND FAITHS TO BUILD COMMUNITY AND ENGAGE IN DIALOGUE. INIT HAS A PROVEN TRACK RECORD IN DEVELOPING COMMITTED YOUTH LEADERS WHO INCORPORATE SOCIAL JUSTICE WORK AS AN INTEGRAL PART OF THEIR LIVES. 392654 24540 LEADBOSTON: FOCUSING ON SOCIAL RESPONSIBILTY, LEADBOSTON EQUIPS MID-LEVEL AND SENIOR-LEVEL EXECUTIVES FROM THE PUBLIC, PRIVATE, AND NON PROFIT SECTORS WITH THE KNOWLEDGE, SKILLS, AND NETWORKS TO CREATE SOCIAL CHANGE WITHIN THEIR INSTITUTIONS AND THEIR COMMUNITIES. LEADBOSTON'S 1000+ ALUMNI ARE A POWERFUL NETWORK IN GREATER BOSTON, COLLECTIVELY MAKING HUGE STRIDES IN ADVANCING SOCIAL, RACIAL, AND GENDER EQUALITY IN THE WORKPLACE AND OUR COMMUNITY. 158636 39748 CITY WIDE DIALOGUES 230267 8325 YOUTH POLICE DIALOGUES 88334 STAND AGAINST RACISM 477237 48073 1788620 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 12 0 0 32 1 1 1 0 0 0 0 1 1 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 MA X X SOLOMON DASS CONTROLLER 6175855422 140 CLARENDON STREET BOSTON MA 02116 ANDREA KRAMER DIRECTOR 1.00 0.50 X 0 0 0 CARY ARMISTEAD DIRECTOR 1.00 0.50 X 0 0 0 CEDRIC WILLIAMS DIRECTOR 1.00 0.50 X 0 0 0 ELENA OLSON DIRECTOR 1.00 0.50 X 0 0 0 GEETA AIYER DIRECTOR 1.00 0.50 X 0 0 0 GIZELLA CRAWFORD DIRECTOR 1.00 0.50 X 0 0 0 JILLIAN CAMPBELL DIRECTOR 1.00 0.50 X 0 0 0 JUDY BEAL DIRECTOR 1.00 0.50 X 0 0 0 KATHLEEN MCQUIGGAN DIRECTOR 1.00 0.50 X 0 0 0 LEIGH BIVINGS TREASURER 1.00 0.50 X X 0 0 0 NANCY HAYES BEVINGTON CLERK 1.00 0.50 X X 0 0 0 SANDRA SIMS-WILLIAMS DIRECTOR 1.00 0.50 X 0 0 0 SHERRI SAINT-AMANT DIRECTOR 1.00 0.50 X 0 0 0 MIM MINICHIELLO CHAIR 4.00 0.50 X X 0 0 0 ELIZABETH CHANDLER VP FOR PROGRAMS 38.00 0.00 X 129599 0 12181 JACK TYNAN VP & CFO 38.00 10.00 X 124714 0 11082 SYLVIA FERRELL-JONES PRESIDENT & CEO 38.00 5.00 X 185398 0 18838 PATRICIA TOBIN CDO 38.00 0.00 X 71775 0 2682 SOLOMON DASS CONTROLLER 38.00 5.00 X 104830 0 11940 616316 0 56723 4 0 1 0 HOLLAND & KNIGHT PO BOX 864084 ORLANDO FL 328864084 LEGAL SERVICES 188772 BOSTON MARRIOTT COPLEY PLACE 110 HUNTINGTON AVENUE BOSTON MA 02116 EVENT 109994 2 77421 232034 457778 767233 PROGRAM REVENUE 900099 244757 244757 244757 240896 240896 125803 0 125803 125803 125803 5240922 5133139 107783 107783 107783 99325 232034 127585 -28260 -28260 PROPERTY MANAGEMENT REVENUE 900099 120912 120912 BENEFICIAL INTEREST IN PERPETUAL 900099 32637 32637 INTEREST ON NOTES REC 900099 16232 16232 169781 1627993 244757 120912 495091 522529 409145 96373 17011 893523 741238 61030 91255 25123 8791 15556 776 122851 85516 28982 8353 108097 82853 16147 9097 254843 8886 244400 1557 42593 23825 15054 3714 29253 29253 39249 39249 235712 155940 19648 60124 9770 4490 4733 547 30589 20852 5495 4242 136352 92345 29611 14396 19181 9231 7476 2474 5289 5289 10007 2838 6184 985 19422 13609 3691 2122 COMMUNICATION AND EVENT 129754 71948 2501 55305 PROGRAM EXPENSE 45187 38858 574 5755 PROVISION FOR UNCOLLECT 23890 23890 NATIONAL DUES 14613 10240 2777 1596 14745 8015 1429 5301 2732572 1788620 630089 313863 179578 139908 143098 59232 17882 6660735 6359103 17163 6128 1098515 899813 204404 198702 8390950 8132210 1246096 1246160 148878 173403 16990902 16332728 206583 168266 29750 33206 150000 300000 257688 320095 644021 821567 X 14192981 13345517 641016 589786 1512884 1575858 16346881 15511161 16990902 16332728 X -1104579 335990 53032 -120163 X 0 1 X 1 0 X 955706 631042 755468 736306 767233 3845755 955706 631042 755468 736306 767233 3845755 3845755 350369 394854 500848 449222 366699 2061992 175284 133703 323292 100353 148194 880826 6788573 798683 0.56650 0.55870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 0 0 0 0 PART II-B, LINE 1: THE ORGANIZATION'S LOBBYING ACTIVITIES MAINLY CONSIST OF MEETINGS AND TESTIMONY ON BEHALF OF CERTAIN LEGISLATIONS, PARTICIPATION WITH THE REGIONAL AND NATIONAL YWCA'S, AND MAINTAINING RELATIONSHIP WITH THE MAYOR, CITY COUNCILOR, AND STATE REPRESENTATIVES. THE ORGANIZATION INCURS MINIMAL COST IN RELATION TO THESE ACTIVITIES. 1549243 62425 1611668 1586726 -37483 1549243 1533173 53553 1586726 1495713 37460 1533173 1434686 61027 1495713 0.95700 0.04300 1 0 175000 175000 23080 10402 12678 900435 889411 11024 198702 INVESTMENT IN AFFILIATE 1246160 F 1246160 DUE TO RELATED PARTY 320095 320095 X 2082210 335990 53032 -62390 326632 1755578 -127585 -127585 1627993 2917930 248497 248497 2669433 63139 63139 2732572 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO THE ORGANIZATION'S PROGRAMS. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE FASB ASC 740, "INCOME TAXES", WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES AS OF DECEMBER 31, 2016 AND 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES -23,890. INVESTMENT EXPENSE NETTED WITH REVENUE -39,249. CHANGE IN SPLIT INTEREST AGREEMENT 749. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B -127,585. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B 127,585. NON-OPERATIONAL EXPENSES 120,912. PART XII, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES 23,890. INVESTMENT EXPENSE NETTED WITH REVENUE 39,249. X 1 CONVENTURES INC ONE DESIGN CENTER PLACE BOSTON MA 02110 YWCA 150TH ANNIVERSARY GALA: EVENT MANAGEMENT 0 24799 19253 19253 THE CASTLE GROUP 38 3RD AVE CHARLESTOWN MA 02129 YWCA 150TH ANNIVERSARY GALA: PR 0 0 10000 -10000 24799 29253 9253 MA AWA LUNCH 331359 232034 99325 42023 79971 5591 331359 232034 99325 42023 79971 5591 127585 -28260 X X X 0 0 0 0 0 0 0 0 0 SYLVIA FERRELL-JONES PRESIDENT & CEO 185398 0 0 0 0 0 5080 0 13758 0 204236 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE WERE NO MINUTES TAKEN FOR THE MEETINGS HELD BY THE FUND DEVELOPMENT COMMITTEE OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS REVIEWED BY THE CFO AND THE CONTROLLER FOR COMPLETENESS AND ACCURACY. IT IS THEN SUBMITTED TO THE FINANCE COMMITTEE FOR REVIEW AND APPROVAL. ON APPROVAL BY THE FINANCE COMMITTEE, THE FORM 990 IS SUBMITTED TO THE FULL BOARD FOR APPROVAL PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C 1. DUTY TO DISCLOSE IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. 2. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. 3. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE YWCA BOSTON CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE YWCA'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. 4. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY A. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. B. IF AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE CEO IS DETERMINED BY THE COMPENSATION COMMITTEE CONSISTING OF THREE INDEPENDENT MEMBERS. THE COMPENSATION COMMITTEE DETERMINES THE APPROPRIATE COMPENSATION THROUGH A COMPENSATION SURVEY. THE COMMITTEE THEN PRESENTS THE COMPENSATION PROPOSAL TO THE ENTIRE BOARD FOR APPROVAL. THERE IS A COMPENSATION COMMITTEE COMPRISING OF THE BOARD CHAIR, TREASURER AND THE GOVERNANCE CHAIR THAT DETERMINES THE COMPENSATION OF THE CEO. THIS COMMITTEE USES COMPARABILITY DATA FROM VARIOUS SOURCES TO MAKE THEIR RECOMMENDATIONS TO THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 BOARD MEMBERS ARE SELECTED TO WORK WITHIN SUBCOMMITTEES AND WITH SENIOR MANAGEMENT TO DEVISE THE GOVERNING DOCUMENTS AND OTHER KEY POLICIES OR CHANGES IN POLICIES. THE NEW POLICIES OR CHANGES IN CURRENT POLICIES ARE THEN PRESENTED TO THE ENTIRE BOARD FOR APPROVAL AND ADOPTION. FINANCIAL REPORTING IS FIRST PRESENTED TO THE FINANCE COMMITTEE BY THE SENIOR MANAGEMENT. AFTER THE FINANCE COMMITTEE'S APPROVAL, FINANCIAL REPORTS ARE PRESENTED TO THE ENTIRE BOARD FOR APPROVAL AND RELEASE TO INTERESTED PARTIES. THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE FORM 990 (WITHOUT SCHEDULE B) IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENT 749. NON-OPERATIONAL EXPENSES -120,912. CLARENDON RESIDENCES LLC 140 CLARENDON STREET BOSTON MA 02116 200071917 OWNING, REHABILITATING AND OPERATING BUILDING MA N/A YWCA CLARENDON INC 140 CLARENDON STREET BOSTON MA 02116 200071895 HOLDING COMPANY MA YWCA OF BOSTON INC C 76275 0.79000 1 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 1 0 0 1