2015-04-14T12:07:42-05:00 2014-06-30 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2013-07-01 591629660 SKY FAMILY YMCA INC SKYF 9414936130 701 CENTER ROAD VENICE FL 34292 KENNETH MODZELEWSKI CEO 9414936130 2015-04-09 1 REBECCA U STONER P00585910 9413654617 2013 2016-02-25 16:41:14Z KENNETH MODZELEWSKI 701 CENTER ROAD VENICE FL 34292 13950695 0 X WWW.VENICEYMCA.ORG X 1976 FL SKY FAMILY YMCA PUTS JUDEO-CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY MIND, BODY, AND SPIRIT FOR ALL. WE OFFER HEALTH AND WELLNESS AND SPORTS PROGRAMS TO PEOPLE OF ALL AGES, PROVIDE PRE-SCHOOL AND AFTER SCHOOL CHILD CARE, AND COLLABORATE WITH OTHER LOCAL NOT-FOR-PROFIT AGENCIES TO ASSIST COMMUNITY MEMBERS IN VARIOUS ASPECTS OF LIFE, INCLUDING STRENGTHENING FAMILIES. 21 20 635 639 0 0 4511855 5412461 7471879 7620398 11433 -19331 395437 576247 12390604 13589775 295089 328981 0 0 6818779 7513129 0 0 749195 4895921 5184868 12009789 13026978 380815 562797 27118917 27431065 7852124 7601475 19266793 19829590 X SKY FAMILY YMCA'S MISSION IS TO PUT JUDEO-CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY MIND, BODY, AND SPIRIT FOR ALL. 0 0 1465771 97670 1399180 PRE-SCHOOL CARE: SKY FAMILY YMCA OPERATES A PRE-SCHOOL IN THE VENICE COMMUNITY, PROVIDING FULL-DAY CARE FROM 7:00 A.M. - 6:00 P.M. WE PROVIDE SAFE, LOVING, AFFORDABLE CARE FOR OVER 180 CHILDREN AGES SIX WEEKS - FIVE YEARS. IN 2014, WE DISCOUNTED OUR RATES TO ASSIST NEEDY FAMILIES IN OUR PRE-SCHOOLS BY OVER $71,000. THESE FUNDS ARE OBTAINED THROUGH OUR SPECIAL EVENTS AND ANNUAL GIVING CAMPAIGNS AND ARE ALSO SUBSIDIZED THROUGH MEMBERSHIP FEES. CURRENTLY, 45% OF THE FAMILIES ENROLLED IN THE PRE-SCHOOLS PARTICIPATE AT A SUBSIDIZED RATE THROUGH YMCA SCHOLARSHIP ASSISTANCE OR THROUGH FUNDING FROM THE EARLY LEARNING COALITION. APPROXIMATELY 50% OF OUR PARTICIPANTS ARE CURRENTLY LIVING AT OR BELOW THE FEDERAL POVERTY LEVEL. OUR PRE-SCHOOL IS LICENSED THROUGH THE DEPARTMENT OF CHILDREN AND FAMILIES, WHICH ENSURES THAT THE CENTER ADHERE TO STRICT GUIDELINES THAT IMPROVE THE QUALITY OF CARE THAT IS PROVIDED. THE VENICE PRE-SCHOOL IS APPLE ACCREDITED, WHICH IS ONE OF THE HIGHEST RATINGS A CENTER CAN RECEIVE. THE SITE HAS CONTRACTED WITH THE EARLY LEARNING COALITION AND WITH THE STATE OF FLORIDA'S VOLUNTARY PRE-KINDERGARTEN PROGRAM. 6505351 146200 2466576 SCHOOL AGE CARE: SKY FAMILY YMCA'S SCHOOL AGE CARE PROGRAM PROVIDES BEFORE AND AFTER-SCHOOL CARE FOR YOUTH FROM KINDERGARTEN THROUGH EIGHTH GRADE. THE PROGRAM IS AVAILABLE AT SIX SITES, INCLUDING FOUR YMCA BRANCHES AND TWO SCHOOLS. BEFORE-SCHOOL CARE BEGINS AT 6:45 A.M., AND AFTER-SCHOOL CARE ENDS AT 6:00 P.M. FOR STUDENTS AT WHICH WE DO NOT OFFER THE PROGRAM AT THEIR SCHOOL, THE YOUTH ARE BUSSED TO THE YMCA. DURING THE SCHOOL YEAR, APPROXIMATELY 693 STUDENTS PARTICIPATE IN SCHOOL AGE CARE. DAILY ACTIVITIES AVAILABLE INCLUDE LEARNING CENTERS, HOMEWORK HELP AND TUTORING, ARTS AND CRAFTS, GROUP GAMES, AND PHYSICAL FITNESS. THE YMCA ALSO HAS FIVE YMCA READS! SITES OFFERED THROUGH SCHOOL AGE CARE. THIS PROGRAM PROVIDES FREE EXTENSIVE READING TUTORING FROM TRAINED STAFF AND VOLUNTEERS IN A ONE-ON-ONE SETTING FOR STUDENTS FROM KINDERGARTEN THROUGH THIRD GRADE. THE SKY FAMILY YMCA PROGRAMS ALL RANK AT THE TOP IN THE STATE IN REGARDS TO QUALIFICATION OF COORDINATORS, DELIVERY OF INSTRUCTION, STUDENT ATTENDANCE HOURS, NUMBER OF MENTORS, AND SUPPORT SERVICES OFFERED BY THE SKY FAMILY YMCA. FULL-DAY SCHOOL AGE PROGRAMS ARE ALSO OFFERED TO YOUTH THROUGHOUT THE YEAR WHEN SCHOOL IS NOT IN SESSION. THE PROGRAMS ARE AVAILABLE FROM 6:45 A.M. - 6:00 P.M. AND WERE ATTENDED BY ALMOST 700 CHILDREN THIS YEAR. IN FY 2014, THE YMCA PROVIDED DISCOUNTED RATES OF OVER $130,300 TO NEEDY FAMILIES IN THE SCHOOL AGE PROGRAM. THE PROGRAM IS LICENSED THROUGH THE DEPARTMENT OF CHILDREN AND FAMILIES. SKY ACADEMY: SKY FAMILY YMCA WELLNESS ACADEMY HAS THE MISSION OF PROMOTING PREADOLESCENT ACHIEVEMENT THROUGH RIGOROUS INFUSION OF WELLNESS STRATEGIES INTO THE LEARNING OF THE NEXT GENERATION SUNSHINE STATE STANDARDS TO ENABLE STUDENTS TO LIVE A HEALTHFUL, ENJOYABLE LIFE. FOR SCHOOL YEAR 2013-2014, 312 STUDENTS OF 6TH, 7TH AND 8TH GRADE WERE ENROLLED AT OUR CHARTER SCHOOL. 1041983 63344 2477681 SPORTS: IN 2014, OVER 2,300 KIDS PARTICIPATED IN SKY FAMILY YMCA'S SPORTS PROGRAMS. SPORTS LEAGUES ARE OFFERED TO CHILDREN AGES THREE YEARS - EIGHTEEN YEARS IN SOCCER, BASKETBALL, TEE-BALL, BASEBALL, AND VOLLEYBALL. THE "Y WINNERS" PHILOSOPHY IS UTILIZED, WHICH ENSURES EQUAL PLAYING TIME FOR ALL CHILDREN, REGARDLESS OF THEIR SKILL LEVEL. AQUATICS AND GYMNASTICS ARE TWO OF OUR OTHER SPORTS DEPARTMENTS. PROGRAMS AND CLASSES ARE OFFERED IN THESE SPORTS IN COMPETITIVE AND NON-COMPETITIVE ENVIRONMENTS. IN 2014, OVER 410 KIDS LEARNED TO SWIM IN OUR AQUATICS PROGRAM. THE COMPETITIVE SWIM TEAM CURRENTLY HAS ABOUT 111 PARTICIPANTS. THE GYMNASTICS DEPARTMENT OFFERS INSTRUCTION IN DANCE, CHEERLEADING, ROCK CLIMBING AND GYMNASTICS TO KIDS FROM PRE-SCHOOL AGE TO TEENAGERS. SCHOLARSHIP ASSISTANCE TOTALING OVER $23,000 WAS PROVIDED TO PARTICIPANTS IN SPORTS PROGRAMS IN 2014. 2173219 21767 1276961 WELLNESS: SKY FAMILY YMCA HAS BEEN ADDRESSING VARIOUS COMMUNITY HEALTH ISSUES FOR YEARS, AND RECENTLY THERE HAS BEEN A FOCUS ON CHILDHOOD OBESITY AND DIABETES. YOUTH PHYSICAL FITNESS IS PROMOTED THROUGH FITNESS CLASSES TARGETING THAT AGE GROUP AND THE DESIGN OF A NEW YOUTH-SPECIFIC WELLNESS AREA. EACH DAY AT OUR FACILITIES, OVER 3,100 YOUTH, TEENS, ADULTS, AND SENIORS WORK TO IMPROVE THEIR HEALTH AND WELLNESS. THERE ARE 200 GROUP EXERCISE CLASSES OFFERED PER WEEK. THE YMCA HAS ALSO TRANSITIONED THE CARDIAC PHASE III CENTER FROM THE LOCAL HOSPITAL TO OUR VENICE FACILITY. 213 CARDIAC PATIENTS ARE ASSISTED AND MONITORED BY A FULL-TIME CARDIAC CARE NURSE THAT IS ON STAFF AT THE YMCA. WELLNESS PROGRAMS ARE EXTREMELY USEFUL TO PARTICIPANTS RECOVERING FROM OTHER ILLNESSES AND INJURIES, AS WELL. 2173219 21767 1276961 11186324 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 14 0 1 635 1 0 0 0 0 0 0 0 0 0 0 X 21 20 1 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 1 1 0 FL X KENNETH MODZELEWSKI 9414929622 701 CENTER RD VENICE FL 34285 FRED HAMMETT MEMBER, BOD 0.50 X 0 0 0 GEORGE PICKHARDT MEMBER, BOD 0.50 X 0 0 0 JEANNETTE FLOKSTRA MEMBER, BOD 0.50 X 0 0 0 JOSEPH FERRETTI MEMBER, BOD 0.50 X 0 0 0 KELLY CALDWELL MEMBER, BOD 0.50 X 0 0 0 MICHELLE HAZELTINE MEMBER, BOD 0.50 X 0 0 0 KEN PFAHLER MEMBER, BOD 0.50 X 0 0 0 KEITH FARLOW MEMBER, BOD 0.50 X 0 0 0 DALE F ALWARD MEMBER, BOD 0.50 X 0 0 0 DONNA PACHOTA MEMBER, BOD 0.50 X 0 0 0 GRADY HOUGH III MEMBER, BOD 0.50 X 0 0 0 RICHARD GARNER MEMBER, BOD 0.50 X 0 0 0 JIM LEE MEMBER, BOD 0.50 X 0 0 0 RICK SCHRADER MEMBER, BOD 0.50 X 0 0 0 ROB WILSON MEMBER, BOD 0.50 X 0 0 0 TOM KNIGHT SECRETARY 0.50 X X 0 0 0 DAVID WAMPLER CHAIR ELECT 0.50 X X 0 0 0 JIM KUHLMAN TREASURER 0.50 X X 0 0 0 WENDY FISHMAN IMMEDIATE PAST CHAIR 0.50 X X 0 0 0 EDMUND CAMPBELL CHAIRMAN 0.50 X X 0 0 0 KENNETH MODZELEWSKI CHIEF EXECUTIVE OFFICER 45.00 X X 207615 0 31431 PATRICK RYAN CHIEF OPERATING OFFICER 45.00 X 148154 0 27142 RICHARD KIMSEY CFO 10-19-12 TO 9-23-13 45.00 X 90769 0 8381 JOSEPH ACHINAPURA CFO 2-24-14 TO 6-2-14 45.00 X 0 0 0 STEVEN SMITH PRINCIPAL SKY ACADEMY 45.00 X 115275 0 8369 561813 0 75323 3 0 1 0 0 145208 5267253 25637 5412461 MEMBERSHIP DUES 624100 4271778 4271778 PROGRAM SERVICE FEE REVENUE 624100 3348620 3348620 7620398 7921 7921 100993 0 100993 100993 100993 104565 131817 -27252 -27252 -27252 568706 145208 229103 339603 339603 108995 0 108995 108995 MISCELLANEOUS 900099 26656 26656 26656 13589775 7620398 0 556916 328981 328981 479250 133043 233721 112486 5666318 4981115 370311 314892 236998 208933 15214 12851 619293 545957 39755 33581 511270 428393 48213 34664 9648 8084 910 654 45600 38208 4300 3092 426791 357608 40246 28937 155126 129980 14628 10518 1114086 933493 105058 75535 518536 497794 18149 2593 169396 141937 15974 11485 250605 240581 8771 1253 952189 914101 33327 4761 546632 458023 51547 37062 EQUIPMENT RENTAL AND MA 323000 270643 30458 21899 ORGANIZATON DUES 182646 153039 17224 12383 LICENCES & PERMITS 104183 87295 9824 7064 BANK & CREDIT CARD FEES 89854 75289 8473 6092 296576 253827 25356 17393 13026978 11186324 1091459 749195 1792 1792 1587223 2438566 803171 928383 279540 196708 48117 48117 124300 168576 32122834 8733798 24018438 23389036 256336 259887 27118917 27431065 482744 660335 244390 206592 6680000 6420000 431940 301498 13050 13050 7852124 7601475 X 16700861 16535897 2565932 3293693 19266793 19829590 27118917 27431065 562797 0 X X 0 1 X 1 0 X 1029647 989188 7804503 4511855 5412461 19747654 6825284 6561753 7299035 7571526 7729393 35986991 287692 312737 354856 352735 568706 1876726 8142623 7863678 15458394 12436116 13710560 57611371 0 0 0 57611371 185866 161797 111044 113359 108914 680980 185866 161797 111044 113359 108914 680980 4763 16250 45287 17326 26656 110282 8333252 8041725 15614725 12566801 13846130 58402633 0.98650 0.98380 0.01170 0.01460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4167495 4167495 20175131 4094560 16080571 3259117 1439838 1819279 3339307 2476322 862985 1181784 723078 458706 23389036 RENTAL DEPOSITS HELD 13050 13050 X 13260794 0 13260794 328981 328981 13589775 12697997 0 12697997 328981 328981 13026978 PART X, LINE 2: UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, THE YMCA AND FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE FOUNDATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE NETTED AGAINST PROGRAM REVENUE ON FINANCIAL STATEMENTS 209,731. FINANCIAL ASSISTANCE NETTED AGAINST MEMBERSHIP DUES ON FINANCIAL STATEMENTS 119,250. FUNDRAISING EXPENSES NOT NETTED AGAINST REVENUE PER FINANCIAL STATEMENTS PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE NETTED AGAINST PROGRAM REVENUE ON FINANCIAL STATEMENTS 209,731. FINANCIAL ASSISTANCE NETTED AGAINST MEMBERSHIP DUES ON FINANCIAL STATEMENTS 119,250. BLACK TIE / DDA DINNER 247308 44679 202629 22823 39468 2950 27005 TROPICAL NIGHTS 199244 75953 123291 4452 14765 40245 900 14786 3 267362 24577 242785 1730 45826 1624 12528 713914 145209 568705 29005 14765 125539 5474 54319 229102 339603 1 SCHOLARSHIPS IN THE FORM OF DISCOUNTS TO PROGRAM FEES AWARDED TO VARIOUS PROGRAM PARTICIPANTS AND MEMBERSHIP DUES AWARDED TO VARIOUS MEMBERS. 1549 328981 FAIR MARKET VALUE TO SUBSIDIZE PROGRAM FEES TO QUALIFYING PARTICIPANTS PART I, LINE 2: WE HAVE A SCHOLARSHIP ADMINISTRATOR WHO USES A SLIDING SCALE BASED ON THE FEDERAL POVERTY LEVEL AND MODELED AFTER OTHER AREA YMCAS' SCALES THAT MEASURES AN APPLICANT'S INCOME AND IS ADJUSTED BASED ON THE # OF PEOPLE IN THAT PERSON'S HOUSEHOLD TO DETERMINE THE % SCHOLARSHIP THAT WILL BE AWARDED. THE APPLICANT IS REQUIRED TO COMPLETE A NEW APPLICATION AND PROVIDE PROOF OF INCOME ANNUALLY, AND A FILE IS KEPT ON EACH SCHOLARSHIP RECIPIENT. THERE ARE EMERGENCY SITUATIONS IN WHICH SOME PEOPLE ARE AWARDED A DISCOUNT WITHOUT HAVING TO PROVIDE THE NORMAL DOCUMENTATION; THEY ARE BROUGHT TO THE ATTENTION OF THE CEO, CFO, OR VP BY DEPARTMENT DIRECTORS, AND, IF APPROVED, ARE DOCUMENTED IN A FILE BY THE SCHOLARSHIP ADMINISTRATOR. X 0 1 X X X 0 0 0 0 0 0 0 0 0 KENNETH MODZELEWSKI CHIEF EXECUTIVE OFFICER 207615 0 0 0 0 0 0 0 31431 0 239046 0 0 0 PATRICK RYAN CHIEF OPERATING OFFICER 148154 0 0 0 0 0 0 0 27142 0 175296 0 0 0 PART I, LINE 1A THE EXECUTIVE COMMITTEE APPROVED A MEMBERSHIP TO A LOCAL COUNTRY CLUB FOR THE CEO TO BE USED TO CULTIVATE DONOR RELATIONSHIPS. PART I, LINE 1B THERE IS NO WRITTEN POLICY, HOWEVER, THE CURRENT PROCEDURES REQUIRE THE EXECUTIVE DIRECTOR TO REMIT RECEIPTS AND CHECK REQUEST FORMS FOR EXPENSES THAT HE HAS PAID OUT OF POCKET AND THEN THE ORGANIZATION REIMBURSES HIM VIA CHECK. THE BOARD CHAIRPERSON SIGNS OFF ON EXPENSE REPORTS, AND ANY DISPUTED CHARGES WOULD BE REIMBURSED BY THE EMPLOYEE. A SARASOTA COUNTY FLORIDA 596000848 803296AHS 2005-07-29 7500000 INDUSTRIAL DEVELOPMENT REVENUE BONDS; CONSTRUCTION OF TWO YMCA BRANCHES 1 1 0 A 260000 7500000 157912 7342088 2007 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 X 1 3812 KELLY BLUE BOOK/NADA X GYM EQUIPMENT 1 19875 DONOR ESTIMATED FAIR X AQUATICS EQUI 1 1950 DONOR ESTIMATED FAIR 0 0 0 FORM 990, PART I, LINE 6 SKY FAMILY YMCA'S VOLUNTEERS WORK AS READING TUTORS, HELP IN THE PRE-SCHOOLS AND WITH VARIOUS SPORTS PROGRAMS, AND ASSIST WITH SPECIAL EVENTS. FORM 990, PART VI, SECTION A, LINE 1 THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS A VOTING MEMBER OF THE BOARD. WHEN A CONFLICT OF INTEREST ARISES, HE RECUSES HIMSELF FROM THE DISCUSSION AND VOTING. FORM 990, PART VI, SECTION A, LINE 2 KEITH FARLOW HAS A BUSINESS RELATIONSHIP WITH JIM KULHMAN AND DALE ALWARD WENDY FISHMAN HAS A BUSINESS RELATIONSHIP WITH KELLY CALDWELL AND JIM KULHMAN FRED HAMMETT HAS A BUSINESS RELATIONSHIP WITH MICHELLE HAZELTINE AND JIM KUHLMAN JIM KULHMAN HAS A BUSINESS RELATIONSHIP WITH GRADY HOUGH, TOM KNIGHT, KEN PFAHLER, GEORGE PICKHARDT AND DAVID WAMPLER DAVID WAMPLER HAS A BUSINESS RELATIONSHIP WITH SKY AS BENEFITS BROKER. FORM 990, PART VI, SECTION A, LINE 8B COMMITTEES MEET AND DISCUSS MATTERS TO DECIDE ON WHAT RECOMMENDATION THEY WILL BE MAKING TO THE BOARD. A REPRESENTATIVE OF THE COMMITTEE THEN ADDRESSES THE BOARD AT FULL BOARD MEETINGS AND BRINGS UP ISSUES WHICH REQUIRE BOARD APPROVAL ALONG WITH THE COMMITTEE'S RECOMMENDATION. THE BOARD VOTES ON THE ISSUES, WHICH IS RECORDED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 11 THE FINAL DRAFT OF THE FORM 990 WILL BE PRESENTED TO THE BOARD VIA E-MAIL BEFORE FILING THE FINAL RETURN. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ALL RECEIVE AND REVIEW AN E-MAILED LIST OF VENDORS HIRED BY THE ORGANIZATION WITHIN THE LAST FISCAL YEAR. THE LIST IS SENT BY THE CFO ANNUALLY AND IS AVAILABLE AT ANY OTHER TIME DURING THE YEAR UPON REQUEST. THEY SUBSEQUENTLY REPORT ANY CONFLICTS OF INTEREST THAT BECOME APPARENT THROUGH THIS PROCESS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE EVALUATES THE CEO'S PERFORMANCE ANNUALLY AND ENSURES THAT HIS SALARY IS REASONABLE. THE CEO HAS NO INPUT INTO HIS COMPENSATION. THE CEO REVIEWS THE PERFORMANCE AND COMPENSATION OF THE CFO ANNUALLY AND DETERMINES REASONABLENESS AND FAIRNESS BY COMPARING TO OTHER FINANCE DIRECTORS' SALARIES IN LOCAL AND NATIONAL PUBLICATIONS, INCLUDING OTHER YMCA'S. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 2C THE AUDIT COMMITTEE IS COMPRISED OF ALL MEMBERS OF THE FINANCE COMMITTEE AS WELL AS ANOTHER MEMBER OF THE BOARD OF DIRECTORS. THE COMMITTEE MEETS AT THE INCEPTION OF THE FINANCIAL STATEMENT AUDIT AND AGAIN TO REVIEW THE DRAFT OF THE AUDITED FINANCIAL STATEMENTS, AS WELL AS ON OCCASION ONE OR TWO OTHER TIMES/YEAR TO DISCUSS AUDIT ISSUES. SKY FAMILY YMCA FOUNDATION INC 701 CENTER RD VENICE FL 34285 592507997 TO HOLD ASSETS FOR THE BENEFIT OF SKY FAMILY YMCA FL 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0