2016-11-03T09:21:03-05:00 2016-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2015-07-01 042125014 OLD COLONY Y OLDC 5088971230 320 MAIN STREET BROCKTON MA 02301 DONNA DESMOND EXECUTIVE VP - CFO 5088971230 2016-11-01 1 THOMAS F MULDOON CPA P01561688 5083669100 2016-11-01 2015 2017-02-10 21:41:12Z DONNA DESMOND 320 MAIN STREET BROCKTON MA 02301 67093321 0 X WWW.OLDCOLONYYMCA.ORG X 1888 MA OCY STRENGTHENS COMMUNITIES THROUGH YOUTH DEVELOPMENT, HEALTHY LIVING, & SOCIAL RESPONSIBILITY. 61 61 2526 1000 0 0 32820345 34422995 19303346 20753819 509793 1080886 332869 294883 52966353 56552583 0 0 0 0 35607243 37669106 0 0 607750 16195405 17780865 51802648 55449971 1163705 1102612 49473175 60722565 13302152 24596475 36171023 36126090 X OLD COLONY YMCA IS NON-PROFIT CHARITABLE ASSOCIATION COMMITTED TO THE DEVELOPMENT OF STRONG SPIRIT, MIND, AND BODY, GUIDED BY JUDEO-CHRISTIAN PRINCIPLES, TO ENRICH THE QUALITY OF LIFE FOR EVERYONE IN OUR COMMUNITIES. WE BELIEVE THAT OUR MISSION IS TO ASSIST ALL PEOPLE TO DEVELOP TO THEIR FULLEST POTENTIAL AND TO RESPOND TO EVER-CHANGING COMMUNITY NEEDS WITH A FOCUS ON YOUTH DEVELOPMENT, HEALTHY LIVING, AND SOCIAL RESPONSIBILITY. WE ALSO BELIEVE Y SERVICES MUST BE AVAILABLE TO EVERYONE, REGARDLESS OF THEIR ABILITY TO PAY. SOME OF OUR MEMBERS AND PARTICIPANTS ARE FAMILIES EXPERIENCING HOMELESSNESS, ADULTS SEEKING A DIPLOMA AND EMPLOYMENT, AND FAMILIES STRUGGLING WITH MENTAL HEALTH ISSUES/SUBSTANCE ABUSE, OR OTHER BARRIERS. DONATIONS HELP US TO MEET ALL NEEDS, AND PROVIDE FINANCIAL ASSISTANCE FOR MEMBERSHIPS, CAMP, MENTORING, LEADERSHIP, EDUCATION AND CHILDCARE. 0 0 23812450 152476 GOVERNMENT FUNDED PROGRAMS - SOCIAL RESPONSIBILITY - OLD COLONY YMCA OFFERS NUMEROUS GOVERNMENT-CONTRACTED SERVICES THAT SUPPORT CHILDREN AND FAMILIES, INCLUDING SERVICES TO HELP YOUTH AND THEIR FAMILIES BREAK DESTRUCTIVE PATTERNS AND LEARN TO LIVE RESPONSIBLY. FUNDED THROUGH THE OFFICE OF COMMUNITY CORRECTIONS, AND THE MASSACHUSETTS DEPARTMENTS OF EARLY EDUCATION AND CARE, YOUTH SERVICES, CHILDREN AND FAMILIES, MENTAL HEALTH, PUBLIC HEALTH, AND HOUSING AND COMMUNITY DEVELOPMENT, WE OFFER CHILDCARE, SHELTER, ASSESSMENT, AND INDIVIDUALIZED TREATMENT WITH A MULTIDISCIPLINARY APPROACH THAT INVOLVES THE ENTIRE FAMILY. IN ADDITION TO CLINICIANS WHO MAY WORK WITH A PARTICULAR PROGRAM, WE PROVIDE ADDITIONAL SERVICES TO RESIDENTIAL CLIENTS THROUGH OUR FULLY LICENSED MENTAL HEALTH CLINIC AND LICENSED SUBSTANCE ABUSE CLINIC LOCATED IN BROCKTON. YMCA RESIDENTIAL PROGRAMS WORK TO STRENGTHEN FAMILIES AND ENSURE YOUTH HAVE A LONG-TERM SYSTEM OF SUPPORT AND RESOURCES IN ORDER TO MAINTAIN A POSITIVE LIFESTYLE AND GROW INTO HEALTHY, PRODUCTIVE ADULTS. OUR NONPROFIT STATUS ALLOWS THE YMCA TO BE ELIGIBLE TO CARRY OUT THESE STATE-FUNDED CONTRACTED SERVICES, WHICH ARE COMPLEMENTED BY DAY CAMP, CHILDCARE, SPORTS, SWIMMING, HEALTH AND WELLNESS, NUTRITION/FITNESS, AND OTHER TRADITIONAL YMCA SERVICES THAT ARE GENERALLY NOT OFFERED BY OTHER SOCIAL SERVICE PROVIDERS. CHILD CARE - SERVED 3,142 CHILDREN DAILY AT 48 SITES LOCATED THROUGHOUT SOUTHEASTERN MASSACHUSETTS DURING FY-16. IN ADDITION, BOLTON PLACE FAMILY CENTER - SERVED 102 PEOPLE DURING FY-16THIS BRAND NEW FACILITY IS LOCATED ADJACENT TO THE CENTRAL BRANCH IN BROCKTON, WHICH ENSURES THAT FAMILIES HAVE EASY ACCESS TO Y PROGRAMS AND SERVICES TO SUPPORT THEM AS THEY WORK TOWARDS SELF-SUFFICIENCY. SERVICES PROVIDED INCLUDE MEMBERSHIPS, ASSISTANCE WITH CHILDCARE, CAMPERSHIPS, MENTAL HEALTH AND SUBSTANCE ABUSE COUNSELING, MENTORING SERVICES, AND OTHER ACTIVITIES AND RESOURCES DESIGNED TO STRENGTHEN AND SUPPORT FAMILIES EXPERIENCING HOMELESSNESS.FAMILY LIFE CENTER - SERVED 210 PEOPLE DURING FY-16THE FAMILY LIFE CENTER PROVIDES SUPPORTIVE HOUSING FOR FAMILIES AND THEIR CHILDREN WHO ARE EXPERIENCING HOMELESSNESS. EACH FAMILY HAS INDIVIDUALIZED GOALS AND WORKS TOWARDS MEETING THEM THROUGH INTENSIVE CASE MANAGEMENT AND REFERRALS TO APPROPRIATE SUPPORTIVE SERVICES. AT ANY GIVEN TIME, FIFTEEN (15) FAMILIES AND THEIR CHILDREN WHO WERE PREVIOUSLY EXPERIENCING HOMELESSNESS RESIDE AT THE CENTER. THE DAVID JON LOUISON CENTER - SERVED 140 PEOPLE DURING FY-16.THE CENTER, NAMED IN MEMORY OF DAVID JON LOUISON WHO WAS THE FIVE-YEAR-OLD SON OF A PROMINENT BROCKTON ATTORNEY, BECAME PART OF THE OLD COLONY YMCA ON JULY 1, 2006. THE DJL CENTER, SPREAD AMONG THREE PROPERTIES, PROVIDES SERVICES TO FAMILIES EXPERIENCING HOMELESSNESS. THE THREE PROPERTIES PROVIDE A "HOME-LIKE" ATMOSPHERE FOR THE FAMILIES, WHICH INCLUDE CHILDREN RANGING IN AGE FROM NEWBORNS TO EIGHTEEN YEARS. IN ORDER TO ENHANCE THE FAMILIES' SELF-SUFFICIENCY, CASE MANAGEMENT, AND SUPPORT SERVICES ARE PROVIDED, INCLUDING HOUSING ADVOCACY, AND GUIDANCE IN THE AREAS OF FAMILY BUDGETING AND NUTRITION.COMMUNITY-BASED RAPID REHOUSING - SERVED 87 "GRADUATED" FAMILIES DURING FY-16THIS PROGRAM SUPPORTS FAMILIES TRANSITIONING FROM THE FAMILY LIVE CENTER, THE DAVID JON LOUISON CENTER, AND THE BOLTON PLACE FAMILY CENTER INTO SAFE, AFFORDABLE, PERMANENT HOUSING. Y STAFF CONTINUES TO PROVIDE INTENSIVE CASE MANAGEMENT AND WRAP AROUND SUPPORTS, INCLUDING WORKFORCE DEVELOPMENT, EDUCATIONAL ATTAINMENT, MENTAL HEALTH SERVICES, AND TRADITIONAL YMCA SUPPORTS.RESIDENTIAL PROGRAMS SERVING DCF AND DYS INVOLVED YOUTH - 49,736 BILLABLE BED UNITS DURING FY-16THE YMCA OPERATES RESIDENTIAL PROGRAMS THAT SERVED MORE THAN 1,760 ADOLESCENT MALES AND FEMALES OVER THE PAST FISCAL YEAR. MOST TEENS ARE PLACED IN THESE PROGRAMS THROUGH THE STATE DEPARTMENT OF YOUTH SERVICES (DYS) AND DEPARTMENT OF CHILDREN AND FAMILIES (DCF). EACH PERSON IN THESE PROGRAMS RECEIVES CLASSROOM INSTRUCTION, GED PREPARATION, PSYCHOSOCIAL ASSESSMENTS, SHELTER, AND MENTORING. A MENTAL HEALTH CLINICIAN IS ALSO ON STAFF TO PROVIDE INDIVIDUAL COUNSELING, DRUG ABUSE PREVENTION, AND FAMILY INTERVENTION GROUP SESSIONS. RESIDENTS SPEND LEISURE TIME DEVELOPING HEALTHY PHYSICAL HABITS AND COOPERATIVE SKILLS THROUGH DEVELOPMENTALLY APPROPRIATE YMCA ACTIVITIES. THESE PROGRAMS INCLUDE BROCKTON DETENTION PROGRAM, BOYS REVOCATION PROGRAM, GIRLS SECURE DETENTION UNIT, TRANSITION HOUSE/STARR BROCKTON, ALTERNATIVE LOCKUP PROGRAM (ALP), SOUTHEAST INDEPENDENT LIVING PROGRAM, LOWELL TRANSITION PROGRAM, MERRIMACK REVOCATION, AND THE LEAD PROGRAM IN FALL RIVER.OLD COLONY YMCA STARR PROGRAM - NEW BEDFORD:THE OCY STARR IS A 14-BED PLACEMENT SERVICE THAT PROVIDES A SINGLE DOOR FOR CHILDREN WHO NEED SHORT-TERM SERVICES FOR A RANGE OF NEEDS, INCLUDING STABILIZATION ONLY, ASSESSMENT, AND/OR RESPITE. SERVICES ARE FOCUSED ON SUPPORTING A RAPID REINTEGRATION INTO THE COMMUNITY OR TRANSITION TO A NEXT PLACEMENT. CHILDREN PLACED IN A STARR PROGRAM ARE EXPECTED TO ATTEND PUBLIC SCHOOL IN THE COMMUNITY WHILE THEY ARE IN THE STARR PROGRAM. MALE AND FEMALE ADOLESCENTS, RANGING FROM THE AGES OF TWELVE THROUGH EIGHTEEN YEARS OF AGE, ARE SERVED BY THIS PROGRAM. THE PROGRAM UTILIZES A MULTIDISCIPLINARY TREATMENT TEAM THAT SEEKS TO INVOLVE THE REFERRING SYSTEM, FAMILY, AND CLIENT INTO OUR STRUCTURED PROGRAMS (HOT LINE, SHELTER, DIAGNOSTIC, AND BEHAVIORAL TREATMENT RESIDENCE).GIRLS INTENSIVE TRANSITION TO INDEPENDENT LIVING (ITIL) - FALL RIVER:BOYS INTENSIVE TRANSITION TO INDEPENDENT LIVING (ITIL) - FALL RIVER:ESTABLISHED IN 1998, THE ITIL PROGRAMS ARE STRUCTURED, BEHAVIORALLY ORIENTED, CLINICALLY SOUND PROGRAMS THAT SERVE ADOLESCENTS AGES 16-21. THE GOAL OF ITIL IS TO ASSIST CLIENTS TO DEVELOP AN ADULT IDENTITY AND THE ASSOCIATED INDEPENDENT LIVING SKILLS. CLIENTS HAVE TYPICALLY BECOME RELIANT ON A SYSTEM (DCF, DYS, OR DMH) FOR THEIR DIRECTION, GUIDANCE, AND EXTERNAL CONTROL. THE ITIL STRIVES TO TEACH CLIENTS HOW TO BECOME SELF-SUFFICIENT AND CREATE THEIR OWN INTERNAL MECHANISM FOR FUNCTIONING AS POSITIVE, SOCIALLY CONFIDENT YOUNG PEOPLE.GROUP HOME - FALL RIVER:THE GROUP HOME IS A CO-ED RESIDENTIAL PROGRAM FOR ADOLESCENTS AGES 12 THROUGH 18. THESE ADOLESCENTS HAVE EXPERIENCED MULTIPLE PLACEMENTS AND TREATMENT MODALITIES, THE TRAUMA OF ABUSE AND NEGLECT, THE ESCAPE OF DRUGS AND ALCOHOL AND THE FAILURE OF SOCIAL SYSTEMS TO MEET THEIR NEEDS. THE PROGRAM OFFERS ASSESSMENT AND TREATMENT IN A HIGHLY STRUCTURED, NURTURING STAFF SECURE ENVIRONMENT. WITHIN THIS THERAPEUTIC ENVIRONMENT, CLIENTS ARE PROVIDED WITH A TEAM OF HIGHLY SKILLED AND TRAINED PROFESSIONALS WHO COORDINATE THEIR EFFORTS TO MEET THE NEEDS OF THE CLIENTS. STRIVE PROGRAM (LOWELL) - NORTHEAST TRANSITION PROGRAM:FUNDED BY THE DEPARTMENT OF YOUTH SERVICES AND LOCATED IN LOWELL, MASSACHUSETTS, THIS 12 BED RESIDENTIAL PROGRAM OPENED IN 2008. STRIVE SEEKS TO SUCCESSFULLY TRANSITION YOUNG MALES, 16 TO 21 YEARS OF AGE, BACK INTO THE COMMUNITY. STRIVE STAFF SUPPORT AND MENTOR YOUTH AS THEY WORK TO BECOME SELF-SUFFICIENT.MERRIMACK REVOCATION PROGRAM (LOWELL)THIS PROGRAM IS A 12 BED, STAFF SECURE, REVOCATION UNIT SERVING COMMITTED MALES. RESIDENTS ATTEND DAILY DBT GROUPS, LEARN NEW SKILLS, WORK ON EDUCATIONAL AND CLINICAL GOALS, AND DEVELOP RELAPSE PREVENTION PLANS. BREWSTER TREATMENT PROGRAM:BREWSTER TREATMENT IS AN 18 BED, STAFF SECURED, RESIDENTIAL TREATMENT PROGRAM WITH AN AVERAGE LENGTH OF STAY BETWEEN SIX AND EIGHT MONTHS. ALL CLIENTS HAVE BEEN COMMITTED TO THE DEPARTMENT OF YOUTH SERVICES AND ARE REFERRED FROM THE SOUTHEAST, NORTHEAST AND METRO AREAS OF THE STATE. THE MAJORITY OF THE CLIENTS ARE TRANSITIONING HOME UPON GRADUATION. 11459042 10013145 CHILD CARE AND YOUTH DEVELOPMENT - AFTERSCHOOL CARE AT BROCKTON HOUSING AUTHORITY DEVELOPMENTS: DURING THE SCHOOL YEAR, 88% OF THE CHILDREN AND TEENS RESIDING IN THE FOUR HOUSING AUTHORITY FAMILY DEVELOPMENTS WE SERVE PARTICIPATE IN SAFE, HEALTHY PROGRAM ACTIVITIES AT LEAST THREE TIMES PER WEEK. DURING THE SUMMER, MORE THAN 225 CHILDREN PEOPLE PARTICIPATED DAILY, WHILE SPECIAL EVENTS AND FIELD TRIPS DREW AN AVERAGE OF 700+ PARTICIPANTS. YOUTH FOCUS WAS CREATED IN 2005 TO PROVIDE CHILD CARE AND SUPPORT TO YOUTH AND FAMILIES ONSITE WITHIN FOUR BROCKTON HOUSING AUTHORITY (BHA) NEIGHBORHOOD DEVELOPMENTS: CRESCENT COURT, (121 APARTMENTS; 210 CHILDREN PLUS CHILDREN OF SECTION 8 CERTIFICATE HOLDERS LIVING NEARBY); GOLDEN CIRCLE, (26 CHILDREN; PLUS 200 CHILDREN OF SECTION 8 CERTIFICATE HOLDERS LIVING NEARBY); HILLSIDE VILLAGE (100 APARTMENTS; 130 CHILDREN PLUS CHILDREN OF SECTION 8 CERTIFICATE HOLDERS LIVING NEARBY); AND ROOSEVELT HEIGHTS, 100 APARTMENTS; 184 CHILDREN PLUS CHILDREN OF SECTION 8 CERTIFICATE HOLDERS LIVING NEARBY). DROP-IN TEEN PROGRAM IN BROCKTON: 16,034 YOUNG PEOPLE PARTICIPATED IN OLD COLONY Y'S "SUMMER IN THE CITY" PROGRAM. TO COMBAT VIOLENCE AND GANG ACTIVITY IN THE SUMMER MONTHS, WE OFFER ENGAGING DAILY EVENTS INCLUDING ORGANIZED SPORTS, ARTS, AND RECREATIONAL ACTIVITIES, TO KEEP TEENS BUSY DURING THE HOT SUMMER EVENINGS. TRADITIONAL CHILDCARE AND EARLY EDUCATION:OLD COLONY YMCA IS THE LARGEST PROVIDER OF EARLY EDUCATION/CHILDCARE IN SOUTHEASTERN MASSACHUSETTS, SERVING 3,142 CHILDREN DAILY IN INFANT, TODDLER, PRE-SCHOOL AND AFTER-SCHOOL PROGRAMS AT 48 SITES. WE USE A DEVELOPMENTALLY APPROPRIATE APPROACH, WITH ATTENTION TO A CHILD'S SOCIAL, EMOTIONAL, COGNITIVE, AND PHYSICAL GROWTH. IN YMCA CARE, KIDS LEARN AND LIVE THE VALUES OF CARING, HONESTY, RESPECT, AND RESPONSIBILITY. TEACHERS PROMOTE AN ATMOSPHERE OF FUN AND FRIENDSHIP WHILE THEY HELP YOUNG PEOPLE EXPLORE THEIR WORLD. AFTER-SCHOOL PROGRAMS OFFER ENRICHMENT ACTIVITIES AND TUTORING TO ENHANCE A CHILD'S SCHOOL CURRICULUM, PLUS YMCA PROGRAMS INCLUDING SWIMMING, SPORTS, AND EXERCISE. FOR PARENTS WHO CANNOT AFFORD THE FULL FEE, CHILDCARE SERVICES ARE PROVIDED BELOW COST.CHILDCARE AT CAMP LOCATIONS:OLD COLONY YMCA SERVED 31,113 CHILDREN THROUGH OUR SUMMER OFFERINGS THIS FISCAL YEAR! OF THE 7,087 CHILDREN WHO ATTENDED CAMP AND SUMMER FUN PROGRAMS, APPROXIMATELY 54% RECEIVED FINANCIAL ASSISTANCE. OUR CAMPS OFFER SUMMER CHILDCARE THROUGH OUR INDOOR SUMMER FUN CLUBS AND FIVE OUTDOOR CAMPING PROGRAMS THAT PROMOTE THE VALUES OF CARING, HONESTY, RESPECT, AND RESPONSIBILITY IN ENVIRONMENTS THAT ENCOURAGE GOOD STEWARDSHIP OF OUR NATURAL RESOURCES. WE OPERATE TWO CAMP MASSASOIT SITES IN BROCKTON AND CANTON, CAMP SATUCKET IN EAST BRIDGEWATER, CAMP YOMECHAS IN MIDDLEBORO, YMCA CAMP IN STOUGHTON, AND CAMP CLARK IN PLYMOUTH. CAMP PROVIDES A SUMMER CHILD CARE SOLUTION FOR BUSY PARENTS WHILE OFFERING CHILDREN A CHANCE TO LEARN A NEW SKILL, PURSUE A PERSONAL INTEREST AND DEVELOP FRIENDSHIPS AND MEMORIES. CAMP IS ALSO A MATURING ACTIVITY THAT HELPS CHILDREN BUILD A BRIDGE FROM FAMILY LIFE TO RESPONSIBLE INDEPENDENT LIVING. YMCA CAMP LEADERS HAVE A HEART FOR YOUNG PEOPLE; THEY WORK HARD TO CREATE A SENSE OF COMMUNITY; AND THEY SERVE AS MODELS OF INTEGRITY. FEES FOR CAMP PROGRAMS ARE KEPT AFFORDABLE, WITH FINANCIAL ASSISTANCE MADE AVAILABLE FOR THOSE WHO CANNOT AFFORD THE FULL FEE. 9173119 10594007 MEMBERSHIP - HEALTHY LIVING - WE HAVE PROVIDED HEALTH AND WELLNESS PROGRAMS FOR 129 YEARS, AND SERVED 140,525 PEOPLE DURING FY-2016. OVER 73% OF THESE INDIVIDUALS ARE UNDER THE AGE OF 17. WE HAVE 63,034 MEMBERS ASSOCIATION-WIDE. ON AN ANNUAL BASIS, OUR MEMBERS VISITED OUR FACILITIES MORE THAN 1,126,960 TIMES! OLD COLONY YMCA BELIEVES ALL PEOPLE SHOULD HAVE ACCESS TO PROGRAMS THAT BUILD STRONG SPIRITS, MINDS, AND BODIES, SO WE KEEP PROGRAM FEES AFFORDABLE AND SCHOLARSHIPS ARE PROVIDED TO THOSE WHO QUALIFY. WE PROVIDE A FORMAL REDUCED FEE STRUCTURE (MEMBERSHIP FOR ALL) BASED ON HOUSEHOLD INCOME THAT HELPS ENSURE ACCESSIBILITY FOR EVERYONE.OUR Y IS FULLY COMMITTED TO COMBATTING AREA HEALTH ISSUES LIKE CANCER, OBESITY, DIABETES, AND HEART DISEASE. WE LEAD AND WORK WITHIN COMMUNITY COALITIONS INSIDE AND OUTSIDE THE WALLS OF OUR YMCAS TO OFFER MEDICALLY BASED SOLUTIONS, REDUCE HEALTH DISPARITIES AMONGST DIVERSE POPULATIONS, AND VIEW COMMUNITY HEALTH THROUGH A LENS THAT IS INCLUSIVE OF ALL COMMUNITY MEMBERS REGARDLESS OF RACE, AGE, ECONOMIC STATUS, OR TRANSPORTATION. THROUGH STRONG COMMUNITY PARTNERSHIPS WITH COMMUNITY LEADERS, SCHOOLS, MEDICAL PROFESSIONALS AND MORE, OLD COLONY YMCA IS WORKING TO REDUCE CHRONIC DISEASE, PROMOTE HEALTHIER LIFESTYLES, INCREASE CULTURAL COMPETENCY, CREATE CLINIC TO COMMUNITY LINKAGES, AND HELP PEOPLE ENGAGE IN DEVELOPING A HOLISTIC VISION FOR THEIR SPIRIT, MIND, AND BODY.OLD COLONY YMCA IS COMPRISED OF ELEVEN BRANCHES. IN ADDITION TO SPECIALTY BRANCHES, (COMMUNITY-BASED CHILD CARE, FAMILY SERVICES, AND SOCIAL SERVICES), WE PROVIDE A MYRIAD OF HEALTHY LIVING SERVICES - A LIFELONG PROGRESSION OF MEDICALLY-BASED HEALTH AND FITNESS ACTIVITIES, EXPERIENCES AND EDUCATION - THROUGH EIGHT OTHER LOCATIONS: BROCKTON CENTRAL, BROCKTON YOUTH, EASTON, EAST BRIDGEWATER, MIDDLEBORO, PLYMOUTH, STOUGHTON, AND TAUNTON. OUR BRANCHES AND PROGRAMS SERVE CHILDREN, TEENS, FAMILIES, AND SENIORS OF ALL BACKGROUNDS, FAITHS, INCOMES, AND ABILITIES. PARTICIPATION IN YMCA HEALTH AND FITNESS PROGRAMS INCREASES INDIVIDUALS' WELL-BEING, CONFIDENCE, AND MENTAL ABILITIES, AND PROMOTES HEALTHY HEARTS, LUNGS, BONES, AND MUSCLES. WE OFFER A CHOICE OF ACTIVITIES SO THAT PEOPLE NOT ONLY HAVE FUN, BUT ALSO STICK WITH THEIR HEALTH AND WELLNESS PLAN. INSTRUCTORS AND Y STAFF DEMONSTRATE THE YMCA CORE CHARACTER VALUES OF CARING, HONESTY, RESPECT, AND RESPONSIBILITY IN ALL THAT WE DO. 5583050 SUMMER CAMP AND BIG BROTHER BIG SISTER PROGRAMS. 5583050 50027661 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 56 0 1 2526 1 0 0 0 0 0 0 0 0 0 0 X 61 61 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X DONNA DESMOND EXECUTIVE VP - CFO 5088971230 320 MAIN STREET BROCKTON MA 02301 SPENCER ROBERT MEMBER AT LARGE 1.50 X 0 0 0 PAYTON WILLIAM DIRECTOR 1.50 X 0 0 0 MILLER JAN MEMBER AT LARGE 1.50 X 0 0 0 SULLIVAN MICHAEL IMMEDIATE PAST CHAIR 1.50 X 0 0 0 ORLOFF DAVID SECRETARY 1.50 X X 0 0 0 DAISY WILLIAM TREASURER 1.50 X X 0 0 0 FLORENCE ELI ASSISTANT TREASURER 1.50 X X 0 0 0 PAYNE WILLIAM MEMBER AT LARGE 1.50 X 0 0 0 TWOHIG JOHN 1ST VICE CHAIR 1.50 X X 0 0 0 WARREN JEFFREY COUNSEL 1.50 X 0 0 0 CLARK FRED DIRECTOR 1.50 X 0 0 0 FRENETTE HENRY COUNSEL EMERITUS 1.50 X 0 0 0 DOCKENDORFF CHARLES 2ND VICE CHAIR 1.50 X X 0 0 0 PAPADELLIS RANDY MEMBER AT LARGE 1.50 X 0 0 0 HASSAN BARBARA DIRECTOR 1.50 X 0 0 0 HYNES RICHARD DIRECTOR 1.50 X 0 0 0 MARTORANA RUSSEL ASSISTANT SECRETARY 1.50 X X 0 0 0 PRITCHARD MARY DIRECTOR 1.50 X 0 0 0 RITCH CHARLES DIRECTOR 1.50 X 0 0 0 RODRIGUES MOISES DIRECTOR 1.50 X 0 0 0 STIKELEATHER SCOTT DIRECTOR 1.50 X 0 0 0 VEALE FRANCIS DIRECTOR 1.50 X 0 0 0 AMES WILLIAM M DIRECTOR 1.50 X 0 0 0 CASEY JOSEPH F DIRECTOR 1.50 X 0 0 0 HOGAN MICHAEL DIRECTOR 1.50 X 0 0 0 TIRRELL SCOTT DIRECTOR 1.50 X 0 0 0 WEILER FRIEND DIRECTOR 1.50 X 0 0 0 ZACCHEO JOSEPH DIRECTOR 1.50 X 0 0 0 BURKE JAMES DIRECTOR 1.50 X 0 0 0 CREEDON JOHN DIRECTOR 1.50 X 0 0 0 CRUZ TIMOTHY DIRECTOR 1.50 X 0 0 0 HOLLON KIM DIRECTOR 1.50 X 0 0 0 NEVILLE PETER DIRECTOR 1.50 X 0 0 0 PEELER MARIE DIRECTOR 1.50 X 0 0 0 QUINN DONALD MEMBER AT LARGE 1.50 X 0 0 0 SMITH WAYNE CHAIR 1.50 X X 0 0 0 FLETCHER JANET DIRECTOR 1.50 X 0 0 0 CARDEN JAMES DIRECTOR 1.50 X 0 0 0 MUDD DAVID DIRECTOR 1.50 X 0 0 0 SHARKANSKY EDWARD DIRECTOR 1.50 X 0 0 0 LIES JIM DIRECTOR 1.50 X 0 0 0 BODE WILLIAM DIRECTOR 1.50 X 0 0 0 FITZGERALD SHAUN DIRECTOR 1.50 X 0 0 0 MAESTAS GARY DIRECTOR 1.50 X 0 0 0 OFFUTT DAVID MEMBER AT LARGE 1.50 X 0 0 0 TROUT DANIEL DIRECTOR 1.50 X 0 0 0 HOOKE RICHARD DIRECTOR 1.50 X 0 0 0 CESERO TIFFONY DIRECTOR 1.50 X 0 0 0 NADEAU GERARD MEMBER AT LARGE 1.50 X 0 0 0 PORTER MARK DIRECTOR 1.50 X 0 0 0 BLOCK DON DIRECTOR 1.50 X 0 0 0 HOLDEN PETER DIRECTOR 1.50 X 0 0 0 NOBLIN JOHN DIRECTOR 1.50 X 0 0 0 PERRAULT ALAN DIRECTOR 1.50 X 0 0 0 BARNES SHAYNAH DIRECTOR 1.50 X 0 0 0 FRENETTE DAVID DIRECTOR 1.50 X 0 0 0 IFILL PAMERSON DIRECTOR 1.50 X 0 0 0 STRIAR STEVE DIRECTOR 1.50 X 0 0 0 CROCKFORD JEREMY DIRECTOR 1.50 X 0 0 0 COWAN JOHN DIRECTOR 1.50 X 0 0 0 SWANSON DINA DIRECTOR 1.50 X 0 0 0 MARTURANO VINCENT J PRESIDENT, CEO 50.00 X 340949 0 47869 DONNA DESMOND EXEC VP, CFO - CURRENT 40.00 X 0 0 0 MCFARLANE KEENYN EXEC VP, CFO - PAST 40.00 X 175444 0 31549 RUSSELL JEFFREY P EXEC VP, COO 40.00 X 210013 0 35006 KLIER KENNETH SR. VP, SOCIAL SERVICES 40.00 X 163865 0 17159 DEANE A LINDA SR. VP, CIO 40.00 X 156868 0 29692 DWYER JOYCE SR. EXECUTIVE DIRECTOR 40.00 X 133347 0 27340 HYMAN DAVID SR. VP ASSOCIATION ADVANCE 40.00 X 127574 0 26762 BRODESKY KAY SR. VP HUMAN RESOURCES 40.00 X 109260 0 24931 MCDONALD FRANK SR. EXECUTIVE DIRECTOR 40.00 X 112842 0 25289 1530162 0 265597 21 0 1 0 AP WHITAKER & SONS INC 652 WEST CENTER STREET WEST BRIDGEWATER MA 02379 GENERAL CONTRACTOR 2403380 EARTHLINK BUSINESS PO BOX 88104 CHICAGO IL 60680 COMPUTER SERVICES 462261 H & L BLOOM INC 28 GROSVENOR STREET TAUNTON MA 02780 TRANSPORTATION SERVICES 395780 CAS SEVERN 6201 CHEVY CHASE DRIVE LAUREL MD 20707 COMPUTER SERVICES 291698 WHITMORE'S YARD CARE 656 REAR PLYMOUTH STREET EAST BRIDGEWATER MA 02780 GENERAL CONTRACTOR 285343 5 123856 31076481 3222658 34422995 PROGRAM FEES AND DUES 900099 20753819 20753819 20753819 337566 337566 289074 0 289074 289074 289074 11284058 10540738 743320 743320 743320 MISCELLANEOUS 900099 5809 5809 5809 56552583 20759628 0 1369960 974479 919791 54688 29320706 27670110 1405979 244617 1558551 1480952 60079 17520 2954725 2628356 265377 60992 2860645 2650836 186613 23196 77500 3760 73740 69850 69850 1024910 367174 601645 56091 267453 218820 32365 16268 1238737 915291 303300 20146 6223641 5941277 274345 8019 398679 384435 10818 3426 223166 43227 144483 35456 300489 300489 341422 341422 1718259 1682036 33771 2452 467717 414436 50278 3003 PROGRAM SUPPLIES 2012440 2012274 149 17 MEALS 1029115 1029115 DIRECT CARE CONSULTANT 996627 996627 CLIENT TRANSPORTATION 621270 621270 769590 667176 40555 61859 55449971 50027661 4814560 607750 57510 59626 4353045 3322616 251479 455640 3389683 4895047 697484 539240 57236021 22903631 29291370 34332390 8586518 8740607 2846086 8377399 49473175 60722565 3995418 4650971 1048433 991701 8258301 18003803 950000 13302152 24596475 X 29159084 28411466 3817079 4346959 3194860 3367665 36171023 36126090 49473175 60722565 X 1102612 -1109102 -38443 X X 0 1 X 1 1 1 X 32568858 33113494 36935746 32820345 34422995 169861438 9505175 9692545 10890055 19303346 20753819 70144940 42074033 42806039 47825801 52123691 55176814 240006378 0 0 0 240006378 472936 479449 458638 502451 626640 2540114 472936 479449 458638 502451 626640 2540114 47275 150134 5197 14054 5809 222469 42594244 43435622 48289636 52640196 55809263 242768961 0.98860 0.98860 0.01050 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5644927 211248 -19320 0 5836855 5580405 36140 28382 0 5644927 4951233 10000 740649 121477 5580405 4615871 38167 530562 233367 4951233 4201542 525366 -111037 4615871 0.46050 0.53950 0 0 6372758 6372758 46722128 20195378 26526750 3980921 2602254 1378667 160214 105999 54215 34332390 CERTIFICATES OF DEPOSIT 200000 F MONEY MARKET FUNDS 154996 F MUTUAL FUNDS 8385611 F 8740607 BOND CLOSING COSTS, NET 223857 BENEFICIAL INTEREST IN PERPETUAL TRUST 679705 CONSTRUCTION IN PROGRESS 7473837 8377399 X 55405038 -1109102 -38443 -1147545 56552583 0 56552583 0 0 0 0 0 PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2016. THE ORGANIZATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CARRYING VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS -38,443. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 MARTURANO VINCENT J PRESIDENT, CEO 295404 0 43233 0 2312 0 33864 0 14005 0 388818 0 0 0 MCFARLANE KEENYN EXEC VP, CFO - PAST 167444 0 8000 0 0 0 17544 0 14005 0 206993 0 0 0 RUSSELL JEFFREY P EXEC VP, COO 185013 0 25000 0 0 0 21001 0 14005 0 245019 0 0 0 KLIER KENNETH SR. VP, SOCIAL SERVICES 148865 0 15000 0 0 0 16386 0 773 0 181024 0 0 0 DEANE A LINDA SR. VP, CIO 138868 0 18000 0 0 0 15687 0 14005 0 186560 0 0 0 DWYER JOYCE SR. EXECUTIVE DIRECTOR 125847 0 7500 0 0 0 13335 0 14005 0 160687 0 0 0 HYMAN DAVID SR. VP ASSOCIATION ADVANCE 125574 0 2000 0 0 0 12757 0 14005 0 154336 0 0 0 SCHEDULE J, PART I, LINE 1A HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - BUSINESS MEETING SPACE FOR SENIOR MANAGEMENT AND STAFF, AND OTHER BUSINESS DEVELOPMENT. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2008-06-25 3800000 TAUNTON LOAN CONSTRUCTION - MIDDLEBORO RENOVATION 0 0 0 B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2011-05-25 4600000 STOUGHTON LOAN - STRIAR YMCA CONSTRUCTION 0 0 0 C MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2014-12-23 12500000 REFINANCING OF EXISTING NOTE PAYABLE AND TO FUND VARIOUS CAPITAL PROJECTS 0 0 0 A 3800000 3800000 2008 0 0 0 0 B 4600000 4600000 2011 0 0 0 0 C 12500000 12500000 2014 0 0 0 0 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 0 0 A 0 B 0 C 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBER WAYNE SMITH IS THE FATHER-IN-LAW OF RANDY PAPADELLIS, FORMER BOARD PRESIDENT. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD WAS GIVEN A DRAFT OF THE 990 TO REVIEW BEFORE SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED OFF ON BY ALL BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE OFFICERS PROVIDE THE BOARD OF DIRECTORS CHAIR WITH THE FOLLOWING INFORMATION FOR DETERMINING THE COMPENSATION: - SELF APPRAISAL FOR THE PERIOD OF JULY 1 THROUGH JUNE 30. - INCENTIVE COMPENSATION PERFORMANCE MEASURES. - PREVIOUS EXECUTIVE COMMITTEE MINUTES WITH THE EXECUTIVE COMPENSATION AS PREPARED BY AN OUTSIDE CONSULTING FIRM. - RECENT SALARY COMPENSATION DATA FOR SIMILAR SIZE Y'S. FORM 990, PART VI, SECTION C, LINE 19 OLD COLONY Y MAKES ALL ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN CARRYING VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS -38,443. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SOCIAL SERVICES NETWORK INC 320 MAIN STREET BROCKTON MA 02301 272966468 PROVISION OF SOCIAL SERVICES MA 501(C)(3) LINE 7 OLD COLONY Y 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0