2016-08-25T17:00:12-05:00 2015-12-31 990 2015-01-01 561045299 YMCA of Greater Charlotte YMCA 7047166200 400 E Morehead Street Charlotte NC 282022606 DAVID W DOVE CFO 2016-08-25 2015 2016-12-15 16:53:06Z ANDREW CALHOUN 400 E Morehead Street Charlotte NC 282022606 85860006 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 5792 12000 0 0 12345895 13690004 67972723 69827911 82992 -1954117 111752 182486 80513362 81746284 0 9000 0 0 41618606 42727210 0 0 2712504 36649162 37839855 78267768 80576065 2245594 1170219 173207824 171900521 48723327 46245805 124484497 125654716 THE YMCA OF GREATER CHARLOTTE IS DEDICATED TO PUTTING CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. THE YMCA'S HOLISTIC APPROACH TO WELLNESS IS DESIGNED TO STRENGTHEN KIDS, FAMILIES AND COMMUNITIES AND TO EMPHASIZE THE CHARACTER VALUES OF HONESTY, CARING, RESPONSIBILITY, RESPECT AND FAITH. THE YMCA'S FOCUS IS ON HEALTHY LIVING, YOUTH DEVELOPMENT AND SOCIAL RESPONSIBILITY. IN 2015, THE YMCA OF GREATER CHARLOTTE SERVED MORE THAN 274,000 PEOPLE . THERE ARE 19 LOCATIONS AND 2 RESIDENT CAMPS COVERING A 900 SQUARE MILE FOOTPRINT. false false 35734548 HEALTHY LIVING: THE YMCA OF GREATER CHARLOTTE IS DEDICATED TO PUTTING CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. THE YMCA'S APPROACH FOCUSES ON HEALTHY LIVING, YOUTH DEVELOPMENT AND SOCIAL RESPONSIBILITY, AND EMPHASIZES THE CHARACTER VALUES OF HONESTY, CARING, RESPONSIBILITY, RESPECT AND FAITH. PROGRAMS AND SERVICES WHICH STRENGTHEN THE OVERALL WELL-BEING OF INDIVIDUALS AND FAMILIES INCLUDE PRAYER BREAKFASTS, LITERACY PROGRAMS, WELLNESS SCREENINGS, NUTRITION COUNSELING, GROUP EXERCISE, CARDIOVASCULAR AND STRENGTH FITNESS CENTERS, YOUTH SPORTS (INCLUDING BASKETBALL, T-BALL, SOCCER AND GYMNASTICS) AND ADULT SPORTS. THROUGH A RELATIONSHIP WITH A LOCAL HOSPITAL, REGISTERED NURSES ARE POSITIONED INSIDE NUMEROUS YMCA BRANCHES. THESE NURSES RECEIVED OVER 38,600 VISITS IN 2015. THE YMCA ALSO OFFERS AN EXTENSIVE AQUATICS PROGRAM AND PROVIDES LESSONS FOR INDIVIDUALS OF ALL AGES, ABILITY LEVELS AND INTERESTS. OVER 450 YMCA SUMMER LIFEGUARDS LOGGED 5100 HOURS OF TRAINING AND EXECUTED MORE THAN 1000 SAFETY DRILLS. OUR POOLS/WATERFRONTS RECORDED 20,765 HOURS OF OPERATION AND OVER 350,000 VISITS DURING THE SUMMER. ADDITIONALLY, 14,737 KIDS, TEENS AND ADULTS WERE TAUGHT THE LIFE-SAVING SKILL OF SWIMMING THROUGH GROUP AND PRIVATE SWIM LESSONS. THE ASSOCIATION HAS AN ADAPTIVE SPORTS PROGRAM FOR INDIVIDUALS WITH DISABILITIES, A CAMP FOR CHILDREN WITH AUTISM AND MIRACLE LEAGUE BASEBALL WHICH SERVED 87 CHILDREN WITH PHYSICAL AND COGNITIVE DISABILITIES ON A FIELD WHICH IS COMPLETELY WHEELCHAIR ACCESSIBLE. ADDITIONALLY, BEYOND LIMITS IS A PROGRAM THAT PROVIDES SPECIALIZED TRAINING THAT HELPS PARTICIPANTS REGAIN PHYSICAL ABILITIES WHICH THEY MAY HAVE LOST DUE TO STROKE, ACCIDENT OR OTHER UNFORESEEN INCIDENTS. IN ADDITION TO OFFERING PROGRAMS, THE YMCA OF GREATER CHARLTOTTE ENCOURAGES INVOLVEMENT BY VOLUNTEERS. SUPPLEMENTING ITS STAFF ARE ALMOST 12,000 POLICY-MAKING AND PROGRAM VOLUNTEERS. THESE VOLUNTEERS SERVE ON BOARDS, WORK ON COMMITTEES, HELP YOUTH IMPROVE THEIR READING AND WRITING SKILLS, COACH YOUTH SPORTS LEAGUES, WORK WITH SENIORS TO IMPROVE THEIR QUALITY OF LIFE AND PERFORM A MULTITUDE OF OTHER MEANINGFUL ACTIVITIES. ALL PROGRAMS AND MEMBERSHIPS ARE EQUALLY AVAILABLE TO ALL AGES, ABILITIES, INCOMES, RACES AND RELIGIONS. MANY PARTICIPANTS RECEIVE MEMBERSHIP AND/OR PROGRAM FINANCIAL ASSISTANCE THROUGH THE ASSOCIATIONS' FINANCIAL ASSISTANCE RATE STRUCTURE PROGRAM, MY Y PRICING. THE AVAILABILITY OF FINANCIAL ASSISTANCE PROVIDES EVERYONE REGARDLESS OF ABILITY TO PAY -- THE OPPORTUNITY TO PARTICIPATE IN YMCA MEMBERSHIP AND PROGRAMS THAT ENCOURAGE GROWTH AS INDIVIDUALS, FAMILY MEMBERS AND COMMUNITY LEADERS. IN 2015, $11.6 MILLION OF ASSISTANCE WAS PROVIDED THROUGH THIS SOCIALLY RESPONSIBLE PROGRAM. 22967951 CAMPING/OUTDOOR: THE YMCA OF GREATER CHARLOTTE OFFERS DAY CAMP, RESIDENT CAMP AND OVERNIGHT ENVIRONMENTAL EDUCATION PROGRAMS FOR YOUTH DEVELOPMENT. EACH PROMOTES SPIRITUAL AWARENESS, MENTAL DEVELOPMENT, SOCIAL DEVELOPMENT AND PHYSICAL WELL-BEING AND EMPHASIZES THE CHARACTER VALUES OF HONESTY, CARING, RESPONSIBILITY, RESPECT AND FAITH. ALL DAY CAMPS ADHERE TO THE HIGHEST STANDARDS IN ALL AREAS INCLUDING ADMINISTRATION, PROGRAM ACTIVITIES, TRANSPORTATION, FACILITIES AND STAFFING (CHILD-TO- COUNSELOR RATIOS). DAY CAMP ACTIVITIES INCLUDE, BUT ARE NOT LIMITED TO, STORYTELLING, DEVOTIONS, SKITS, ARTS AND CRAFTS, SWIMMING, GAMES, MUSIC, BASEBALL, SOCCER, CHEERLEADING, GYMNASTICS AND COMPUTER TRAINING. IN 2015, ASSOCIATION DAY CAMPS SERVED 11,376 CAMPERS. RESIDENT CAMP, WHICH FOLLOWS ACA ACCREDITATION GUIDELINES, IS ONE OF THE MOST FORMATIVE EXPERIENCES IN A YOUNG PERSONS LIFE. IN ADDITION TO BUILDING UPON THE YMCA'S CHARACTER VALUES, CAMPERS DEVELOP SELF-RELIANCE, GOOD SPORTSMANSHIP, INTERPERSONAL SKILLS, CHARACTER AND CONFIDENCE. IN 2015, OUR RESIDENT CAMPS SERVED 3,468 CAMPERS. IN 2015, THE YMCA'S ENVIRONMENTAL EDUCATION CENTER INTRODUCED MORE THAN 11,737 PARTICIPANTS TO AN ECOLOGICAL APPROACH TO EDUCATION, SOCIALIZATION AND LIFE. A UNIQUE EXPERIENCE, THIS PROGRAM FOSTERS A PRACTICAL UNDERSTANDING AND APPRECIATION OF NATURE AND ENCOURAGES RELATIONSHIP BUILDING BETWEEN STUDENTS. ALL PROGRAMS ARE AVAILABLE TO ALL YOUTH REGARDLESS OF AGE, ABILITY, INCOME, RACE AND RELIGION. AS IN OTHER YMCA OF GREATER CHARLOTTE PROGRAMS, FINANCIAL ASSISTANCE IS AVAILABLE THROUGH THE MY Y PRICING RATE STRUCTURE. 13888083 FAMILY LIFE PROGRAMS: FAMILY LIFE PROGRAMS ARE DESIGNED TO STRENGTHEN FAMILIES AND DEVELOP YOUTH. THESE PROGRAMS PROVIDE CHILDREN AND THEIR PARENTS WITH ACTIVITIES, INCLUDING VOLUNTEER OPPORTUNITIES, WHICH FOSTER UNDERSTANDING, COMPANIONSHIP AND FAMILY GROWTH. ACTIVITIES ARE ALSO PROVIDED TO BRING GROUPS OF YOUTH AND TEENS, PARENTS AND FAMILIES TOGETHER TO LEARN FROM AND SUPPORT EACH OTHER. ONE OF THE YMCA OF GREATER CHARLOTTE'S FAMILY PROGRAMS IS Y GUIDES BRAVES AND PRINCESSES. THIS IS AN ORGANIZED PROGRAM THAT FACILITATES QUALITY TIME BETWEEN FATHERS AND THEIR CHILDREN. ACTIVITIES INCLUDE REGULAR MEETINGS, HIKING, CAMPING, OUTINGS, COOKOUTS AND FATHER/DAUGHTER DATE NIGHTS. ANOTHER SIGNATURE PROGRAM OF THE YMCA OF GREATER CHARLOTTE IS Y READERS. Y READERS IS A LITERACY PROGRAM FOR ACADEMICALLY AT-RISK CHILDREN. THE PROGRAM BUILDS IMPORTANT READING AND WRITING SKILLS AMONG CHILDREN WHO ARE AT-RISK OF ACADEMIC UNDERACHIEVEMENT. THE NATIONALLY RECOGNIZED PROGRAM SERVED 598 CHILDREN WITH 81% OF THE STUDENTS IMPROVING OR MAINTAINING THEIR READING LEVEL. during THIS PROGRAM, 237 COMMUNITY MEMBERS VOLUNTEERED 1,421 HOURS SERVING AS READING BUDDIES. ANOTHER 120 VOLUNTEERS FROM 10 LOCAL COMPANIES CONTRIBUTED 240 HOURS HOSTING STUDENT FIELD DAYS. IN ADDITION TO PROVIDING FINANCIAL ASSISTANCE TO SUPPORT THE COMMUNITY'S WORKING PARENTS AND YOUTH DEVELOPMENT, THE YMCA OFFERS AFFORDABLE AFTER-SCHOOL CARE IN A SAFE, STRUCTURED ENVIRONMENT. THIS RECREATION- BASED PROGRAM ALSO PROVIDES HOMEWORK ASSISTANCE AND FOCUSES ON THE DEVELOPMENT OF A CHILD'S CHARACTER. THE YMCA OF GREATER CHARLOTTE PROVIDES AFTER-SCHOOL CARE AT ITS BRANCHES AND OTHER FACILITIES, INCLUDING MANY IN UNDER-RESOURCED NEIGHBORHOODS AND SERVED 1,243 CHILDREN IN 2015. THE YMCA OF GREATER CHARLOTTE ALSO EMPLOYS SOCIAL WORKERS, FAMILY ADVOCATES AND A REGISTERED NURSE WHO PROVIDE INTENSIVE SUPPORT TO FAMILIES WITH CHILDREN WHO ARE IN CRISIS. THE PARENTS AS TEACHERS PROGRAM HELPS THE FAMILIES MOVE FROM DEPENDENCY TO SELF-SUFFICIENCY THROUGH IN-HOME VISITS AND GROUP MEETINGS. IN 2015, 160 FAMILIES WERE SERVED BY THIS PROGRAM. Y ACHIEVERS IS A PROGRAM THAT HELPED 155 TEENS TO DISCOVER THEIR TRUE POTENTIAL. THE PROGRAM MOTIVATES PARTICIPANTS TO RAISE ACADEMIC STANDARDS, DEVELOP A SENSE OF SELF AND EXPLORE DIVERSE CAREER AND COLLEGE OPTIONS. STUDENTS PARTICIPATE IN JOB SHADOWING OPPORTUNITIES AND 30 PARTICIPANTS HELD INTERNSHIPS IN ADDITION TO MONTHLY LEARNING OPPORTUNITIES. THE YMCA OFFERS SPECIFIC PROGRAMS FOR YOUTH AND TEENS SUCH AS LEADERSHIP DEVELOPMENT AND COUNSELORS-IN- TRAINING. THESE PROGRAMS HELP YOUNG PEOPLE DEVELOP SELF- ESTEEM AND POSITIVE VALUES WHILE ASSISTING THEM AS THEY CONTINUE TO MATURE AS RESPONSIBLE MEMBERS OF THEIR FAMILIES AND COMMUNITY. IN 2015, THE SAFETY AROUND WATER PROGRAM WAS LAUNCHED, ENGAGING 300 LOCAL CHILDREN THROUGHOUT THE SUMMER AT SIX LOW-INCOME AND MONORITY APARTMENT COMMUNITIES WHERE POOLS ARE WITHOUT LIFE GUARDS. THE PROGRAM OFFERS A FREE 8-SESSION COURSE, TAUGHT BY CERTIFIED YMCA INSTRUCTORS, THAT TEACHES CHILDREN SKILLS THAT REDUCE THEIR RISK OF DROWNING AND GIVES THEM CONFIDENCE IN AND AROUND WATER. CONSISTENT WITH THE ASSOCIATION'S MISSION, FINANCIAL ASSISTANCE THROUGH THE MY Y PRICING RATE STRUCTURE IS AVAILABLE FOR FAMILY LIFE PROGRAMS. 72590582 true true false false false 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 106 0 5792 true false false false false false true true false false false false true 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 X X DAVID W DOVE 7047166200 400 EAST MOREHEAD STREET CHARLOTTE NC 282022606 X KENDALL ALLEY 1.0 X 0 0 0 JOHN BELK 1.0 X 0 0 0 CHARLES BOWMAN 1.0 X 0 0 0 KEN BURTON 1.0 X 0 0 0 ASTRID CHIRINOS 1.0 X 0 0 0 GEORGE DEWEY 1.0 X 0 0 0 THERESA DREW 1.0 X 0 0 0 SONJA GANTT 1.0 X 0 0 0 KENSTON GRIFFIN 1.0 X 0 0 0 TOMMY HALL 1.0 X 0 0 0 BRIDGET-ANNE HAMPDEN 1.0 X 0 0 0 JAMES HARRIS 1.0 X 0 0 0 CORY HOHNBAUM 1.0 X 0 0 0 GREG JOHNSON 1.0 X 0 0 0 INDIA KEITH 1.0 X 0 0 0 PETE LASH 1.0 X 0 0 0 NANCY MCNELIS 1.0 X 0 0 0 RODNEY MONROE 1.0 X 0 0 0 BAILEY PATRICK 1.0 X 0 0 0 JOE PIEMONT 1.0 X 0 0 0 LAT PURSER 1.0 X 0 0 0 DON SHERRILL 1.0 X 0 0 0 BILL SOUTHERLAND 1.0 X 0 0 0 CHRIS THOMAS 1.0 X 0 0 0 ANDREW CALHOUN CEO/PRESIDENT 40.0 X 438131 0 52220 CARL LOMAX SR. VP - COO 40.0 X 282279 0 49775 DAVID DOVE SR. VP - CFO 40.0 X 254528 0 44794 DEAN JONES SR. VP - FINANCIAL DEVELOPMENT 40.0 X 225887 0 44538 MICHAEL DEVAUL SR. VP - ORGANIZATIONAL DEVELOPMENT 40.0 X 180412 0 34721 JANET KAFKAS SR. VP - YEXP & MARKETING 40.0 X 164813 0 26530 SCOTT CHAGNON SR. VP - EMERGING INITIATIVES 40.0 X 160434 0 37282 MARY ANN EDWARDS SR. VP - LEADERSHIP DEVELOPMENT 40.0 X 158651 0 33445 STEVEN BOWERS OPERATIONAL VP 40.0 X 156872 0 32858 DONNA BIGHAM VP - ACCT & FINANCE 40.0 X 156799 0 23636 CHARLES LANDESS VP - MAJOR & PLANNED GIFTS 40.0 X 150184 0 20608 JAMES DEAN OPERATIONAL VP 40.0 X 140941 0 31162 SCOTT KRUEGER VP - FACILITIES 40.0 X 132242 0 30444 CHARLA MULLER VP - MARKETING 40.0 X 118875 0 21139 KEVIN DEVITT VP - IT 40.0 X 115067 0 31304 KELLY ROGERS EXECUTIVE DIRECTOR 40.0 X 101749 0 19415 2937864 0 533871 20 false true true BALFOUR BEATTY 1930 CAMDEN ROAD 280 CHARLOTTE NC 28203 CONSTRUCTION SERVICES 4046916 SHELCO 2320 CASCADE POINTE BLVD CHARLOTTE NC 28208 CONSTRUCTION SERVICES 3686529 THE JOHNSON GROUP PO BOX 35207 CHARLOTTE NC 28235 FACILITY SVC & MATERIALS 1944092 ARAMARK PO BOX 906023 CHARLOTTE NC 28290 FOOD SERVICE 1171756 THERMAL CONDITIONING PO BOX CHARLOTTE NC 28241 HVAC SERVICES 1117783 32 X 622793 0 1762731 0 623801 10680679 51891 13690004 Membership Revenue 44352194 44352194 Resident Camp Revenue 4737044 4737044 Day Camp Revenue 4678352 4678352 Childcare Revenue -- School Age 3256560 3256560 Childcare Revenue -- Infant/Toddler/Preschool 1680914 1680914 11122847 11122847 0 0 69827911 235472 235472 0 0 947961 3137550 0 -2189589 -2189589 -2189589 185872 1762731 726773 -540901 -540901 408380 249399 158981 158981 NET SA/SIA/TRUST/ENDOW 813410 -271595 -271595 FACILITY RENTAL 813410 518933 518933 MISCELLANEOUS 813410 317068 317068 0 0 0 0 564406 81746284 69827911 0 -1771631 0 0 9000 9000 0 0 2148242 370165 1336860 441217 33077880 30625700 1270901 1181279 2064943 1961983 14224 88736 2550320 2353776 85406 111138 2885825 2581109 218308 86408 117653 117653 57400 57400 0 0 3940593 2778323 1126434 35836 1068644 982104 49724 36816 4399206 4236993 86861 75352 658222 560044 38968 59210 11431023 11327146 65732 38145 1176551 981729 160788 34034 747777 449905 195969 101903 1424922 1424854 68 415065 415065 0 0 7352293 7275527 71790 4976 722721 710952 7447 4322 REPAIRS, MAINT. & EQUIPMENT 3414289 3263584 133619 17086 913496 282623 234827 396046 80576065 72590582 5272979 2712504 11404840 9119176 6031070 6056309 7942626 6882036 712418 537878 0 0 1485323 1227794 228566029 97435017 128048123 131131012 26455 17556969 16571256 0 0 375060 173207824 171900521 2903124 2190087 2741028 3058531 35615000 33925000 0 0 0 0 7464175 7072187 48723327 46245805 87604836 90956367 19854100 17914865 17025561 16783484 124484497 125654716 173207824 171900521 1170219 0 X false true X true false X 7939985 11519701 12891978 12503802 10866550 55722016 0 0 7939985 11519701 12891978 12503802 10866550 55722016 3702884 52019132 208199 193159 226709 226734 235472 1090273 8218 16168 0 0 24386 178857 219279 85499 95498 36131 615264 57451939 326975746 0.9054 0.9023 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 178857.0, COLUMN B - 219279.0, COLUMN C - 85499.0, COLUMN D - 95498.0, COLUMN E - 36131.0, COLUMN F - 615264.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13105654 4296 -311666 355898 84800 12357586 13228446 130806 478240 0 634362 97476 13105654 11587874 112299 1887617 264303 95041 13228446 10245941 168221 1346133 86277 86144 11587874 10445008 322862 -352802 87138 81989 10245941 0.93 0.07 true false 18652150 18652150 133141272 49649346 83491926 6004800 2630622 3374178 34836952 28423061 6413891 35930855 16731988 19198867 131131012 ENDOWMENTS 12357586 F BENEFICIAL INTEREST IN PERPETUAL TRUSTS 4171865 F BENEFICIAL INTEREST IN SPLIT INTEREST AGREEMENT 41805 F 16571256 INTEREST RATE SWAP AGREEMENTS 5075722 OTHER 1996465 7072187 X 82722456 976172 976172 81746284 0 0 81746284 81552237 976172 976172 80576065 0 0 80576065 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 ($726,773) AND LINE 10B ($249,399) 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 - 726773 COST OF GOODS SOLD - MERCHANDISE SALES - 249399 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 SPECIAL EVENTS DIRECT EXPENSES - 726773 COST OF GOODS SOLD - MERCHANDISE SALES - 249399 Sub-Saharan Africa SCHOOL CONSTRUCTION SUPPORT 9000 CHECK 0 N/A N/A 1 0 false false false false false false Auction 279354 250065 29289 29289 21857 Road Race 180665 144523 36142 2141 2589 51432 34799 46 1488584 1368143 120441 24315 77057 59961 119191 304142 1948603 1762731 185872 24315 79198 91839 170623 360798 726773 -540901 X true true X X X X false false false false false false false false false ANDREW CALHOUN CEO/PRESIDENT 359239 0 60000 0 18892 0 31800 0 20420 0 490351 0 0 0 CARL LOMAX SR. VP - COO 236021 0 42975 0 3283 0 31286 0 18489 0 332054 0 0 0 DAVID DOVE SR. VP - CFO 235309 0 17500 0 1719 0 29490 0 15304 0 299322 0 0 0 DEAN JONES SR. VP - FINANCIAL DEVELOPMENT 207272 0 16250 0 2365 0 26469 0 18069 0 270425 0 0 0 MICHAEL DEVAUL SR. VP - ORGANIZATIONAL DEVELOPMENT 162506 0 16352 0 1554 0 21822 0 12899 0 215133 0 0 0 JANET KAFKAS SR. VP - YEXP & MARKETING 164532 0 0 0 281 0 20135 0 6395 0 191343 0 0 0 SCOTT CHAGNON SR. VP - EMERGING INITIATIVES 159485 0 0 0 949 0 20363 0 16919 0 197716 0 0 0 MARY ANN EDWARDS SR. VP - LEADERSHIP DEVELOPMENT 157620 0 0 0 1031 0 20237 0 13208 0 192096 0 0 0 STEVEN BOWERS OPERATIONAL VP 155864 0 0 0 1008 0 19446 0 13412 0 189730 0 0 0 DONNA BIGHAM VP - ACCT & FINANCE 155869 0 0 0 930 0 18879 0 4757 0 180435 0 0 0 CHARLES LANDESS VP - MAJOR & PLANNED GIFTS 149250 0 0 0 934 0 6042 0 14566 0 170792 0 0 0 JAMES DEAN OPERATIONAL VP 132792 0 6778 0 1371 0 17654 0 13508 0 172103 0 0 0 SCOTT KRUEGER VP - FACILITIES 131414 0 0 0 828 0 16916 0 13528 0 162686 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 2015. A NORTH CAROLINA CAPITAL FACILITIES AGENCY 561592154 658190AC7 2007-03-20 22500000 DESCRIPTION OF PURPOSE: YMCA OF GREATER CHARLOTTE PROJECT SER 2007A false false false B NORTH CAROLINA CAPITAL FACILITIES AGENCY 561592154 658190AC7 2007-03-20 22500000 DESCRIPTION OF PURPOSE: YMCA OF GREATER CHARLOTTE PROJECT SER 2007B false false false A 1672500 0 6559041 0 0 0 89375 0 0 6469666 0 0 2009 true false true true B 1672500 0 6559041 0 0 0 89375 0 0 6469666 0 0 2009 true false true true A false false false false 0.0 0.0 0.0 false false B false false false false 0.0 0.0 0.0 false false A false false false true true true WELLS FARGO 22.0 false false false false B true true BANK OF AMERICA 22.0 false false false false A B Schedule K, Part II, Line 3 THE DIFFERENCE IN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF THE ISSUE IS DUE TO THE RETIREMENT OF BONDS AND A LINE OF CREDIT OUTSTANDING AT THE ISSUE DATE. Schedule K, Part II, Line 7 EXPLANATION: OF THE TOTAL ISSUANCE COSTS FROM PROCEEDS ENTERED ON LINE 7, $164,750 IS RELATED TO ISSUANCE COSTS AND $14,000 IS RELATED TO CREDIT ENHANCEMENT FEES. Schedule K, Part III, Line 2 EXPLANATION: THE YMCA OF GREATER CHARLOTTE HAS SEVERAL LEASE AGREEMENTS FOR RENTAL OF REAL PROPERTY WITH THIRD PARTY VENDORS THAT PROVIDE CERTAIN SERVICES FOR THE CONVENIENCE OF THE MEMBERS. THESE AGREEMENTS REPRESENT LESS THAN 0.6% OF THE TOTAL PROPERTY, WHICH IS CONSIDERED INSUBSTANTIAL. Schedule K, Part IV, Line 2c COLUMN A Issuer name: NORTH CAROLINA CAPITAL FACILITIES AGENCY The calculation for computing no rebate due was performed on 05/13/2010 X 1 2800 Market value X 15 457364 Market value X 1 706400 Market value X MISC. AUCTION ITEMS 62814 Market value 0 false true true Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions EXPLANATION: A THIRD PARTY BROKER IS USED TO SELL PUBLICLY TRADED SECURITIES. Schedule M, Part I Explanations of reporting method for number of contributions Boats and planes: NUMBER OF CONTRIBUTIONS EQUALS THE NUMBER OF ITEMS RECEIVED Real estate - Commercial: NUMBER OF CONTRIBUTIONS EQUALS THE NUMBER OF ITEMS RECEIVED 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 APPROXIMATELY ONE WEEK 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. COPIES OF FORM 990 PROVIDED TO ALL MEMBERS OF THE ASSOCIATION BOARD OF DIRECTORS. THE FORM 990 IS SENT TO ALL MEMBERS APPROXIMATELY ONE WEEK PRIOR TO THE BOARD MEETING. QUESTIONS ARE INVITED BY TELEPHONE, E-MAIL AND IN PERSON DURING THE BOARD MEETING. 4. THE FORM 990 IS FILED UPON 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 WERE 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. IN 2015 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 ORGANIZATIONS. THE COMMITTEE MEETS WITHOUT YMCA STAFF TO REVIEW, DISCUSS AND DETERMINE COMPENSATION FOR THE CEO/PRESIDENT. NOTES ARE TAKEN DURING THE MEETING AND A LETTER IS PRODUCED TO THE COMMITTEE MEMBERS FOR APPROVAL AND RECORD KEEPING PURPOSES. THIS PROCESS WAS LAST USED IN MARCH 2016 FOR THE CEO/ PRESIDENT. 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 2015 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 ORGANIZATIONS. THE COMMITTEE MEETS WITHOUT YMCA STAFF TO REVIEW, DISCUSS AND DETERMINE COMPENSATION FOR THE CEO/PRESIDENT, THE COMMITTEE REVIEWS AND APPROVES THE CEO/PRESIDENT'S RECOMMENDATIONS OF OTHER EXECUTIVES' COMPENSATION. NOTES ARE TAKEN DURING THE MEETING AND A LETTER IS PRODUCED TO THE COMMITTEE MEMBERS FOR APPROVAL AND RECORD KEEPING PURPOSES. THIS PROCESS WAS LAST USED IN MARCH 2016 FOR THE FOLLOWING POSITIONS: CEO/PRESIDENT CHIEF OPERATING OFFICER CHIEF FINANCIAL OFFICER SENIOR VICE PRESIDENT OF FINANCIAL DEVELOPMENT SENIOR VICE PRESIDENT OF ORGANIZATIONAL ADVANCEMENT SENIOR VICE PRESIDENT OF Y EXPERIENCE AND MARKETING SENIOR VICE PRESIDENT OF EMERGING INITIATIVES SENIOR VICE PRESIDENT OF LEADERSHIP DEVELOPMENT 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 Other Program Revenue - Total Revenue: 11122847, Related or Exempt Function Revenue: 11122847, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Residence Revenue - Total Revenue: 0, Related or Exempt Function Revenue: 0, 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