2015-08-10T14:02:36-05:00 2014-12-31 560747981 DIXON HUGHES GOODMAN LLP 701 TOWN CENTER DRIVE SUITE 700 NEWPORT NEWS VA 236064295 990 2014-01-01 540524905 PENINSULA METROPOLITAN YMCA PENI 7572237925 41 OLD OYSTER POINT ROAD NO C NEWPORT NEWS VA 23602 DANNY L CARROLL CHIEF EXECUTIVE OFFICER 7572237925 2015-08-06 1 JAMES M HAGGARD P00100566 7578731033 2014 2016-02-25 16:41:14Z DANNY L CARROLL 41 OLD OYSTER POINT ROAD SUITE C NEWPORT NEWS VA 23602 22562447 0 X HTTP://WWW.PENINSULAYMCA.ORG X 1896 VA THE PENINSULA METROPOLITAN YMCA IS A VOLUNTEER-LED PUBLIC CHARITY THAT INCLUDES MEN, WOMEN, AND CHILDREN OF ALL AGES, ABILITIES, INCOMES, RACES, AND RELIGIONS. OUR MISSION IS TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT PROMOTE HEALTHY SPIRIT, MIND, AND BODY FOR ALL. 34 31 1527 3644 0 0 2330714 4264033 15771818 15977692 400051 424786 686105 671197 19188688 21337708 5000 10000 0 0 10796602 11005073 0 0 169926 7257927 7449242 18059529 18464315 1129159 2873393 46358246 47755541 15951347 14404835 30406899 33350706 X THE PENINSULA METROPOLITAN YMCA IS A VOLUNTEER LED PUBLIC CHARITY THAT INCLUDES MEN, WOMEN AND CHILDREN OF ALL AGES, ABILITIES, INCOMES, RACES AND RELIGIONS. OUR MISSION IS TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. OUR FOCUS: YOUTH DEVELOPMENT,HEALTHY LIVING AND SOCIAL RESPONSIBILITY. WE HELP MEMBERS AND PROGRAM PARTICIPANTS:-GROW PERSONALLY: BUILD SELF-ESTEEM AND SELF-RELIANCE.-DEVELOP VALUES FOR DAILY LIVING: DEVELOP MORAL AND ETHICAL BEHAVIOR BASED ON CHRISTIAN PRINCIPLES.-IMPROVE PERSONAL AND FAMILY RELATIONS: LEARN TO CARE, COMMUNICATE, AND COOPERATE WITH OTHERS CLOSE TO THEM.-APPRECIATE DIVERSITY: RESPECT PEOPLE OF DIFFERENT AGES, ABILITIES, INCOMES, RACES, RELIGIONS, CULTURES, AND BELIEFS.-BECOME LEADERS AND SUPPORTERS: LEARN THE GIVE AND TAKE NECESSARY TO WORK TOWARD THE COMMON GOOD.-DEVELOP SPECIFIC SKILLS: ACQUIRE NEW KNOWLEDGE AND WAYS TO GROW IN SPIRIT, MIND, AND BODY.-HAVE FUN: ENJOY LIFE 0 0 9798707 10683693 HEALTHY LIVING:THE YMCA VIEWS HEALTH HOLISTICALLY: A HEALTHY PERSON HAS UNITY OF BODY, MIND AND SPIRIT. THE YMCA HAS IDENTIFIED THE GROWING NATIONAL OBESITY RATES IN THIS COUNTRY AS A CRITICAL SOCIAL ISSUE THAT MUST BE ADDRESSED AND OUR HEALTH AND WELL-BEING PROGRAMS ARE DESIGNED TO HELP PEOPLE DEVELOP NEW SKILLS AND GROW IN SPIRIT MIND AND BODY BY SETTING REALISTIC GOALS FOR SELF-IMPROVEMENT AND DISEASE PREVENTION THROUGH AN ACTIVE LIFESTYLE, PROPER NUTRITION, STRESS MANAGEMENT, AND HEALTH EDUCATION. YMCA PROGRAMS PROMOTE INTERACTION, TEAMWORK, AND DEVELOPMENT OF MORAL AND ETHICAL BEHAVIOR, SOCIAL SKILLS AND SELF-ESTEEM. WE SERVE ALL AGES, ABILITIES, RACES, NATIONALITIES AND RELIGIONS AND PROVIDE FINANCIAL ASSISTANCE TO THOSE WHO NEED IT. THE FAMILIAR YMCA TRIANGLE EMPHASIZES THE ONENESS OF SPIRIT, MIND, AND BODY. YMCA HEALTH ENHANCEMENT PROGRAMS HELP ACHIEVE THIS UNITY THROUGH MEDICALLY BASED PROGRAMS THAT STRESS PROPER EXERCISE, NUTRITION, STRESS MANAGEMENT, AVOIDANCE OF DRUG AND ALCOHOL ABUSE, AND HEALTH EDUCATION.THE PENINSULA YMCA OFFERS A LIFELONG PROGRESSION OF MEDICALLY BASED HEALTH AND FITNESS ACTIVITIES, EXPERIENCES, AND EDUCATION, INCLUDING PROGRAMS FOR CHILDREN, TEENS, FAMILIES, AND SENIORS. IN 2014, 582,809 INDIVIDUALS ENGAGED IN HEALTH, WELL-BEING AND FITNESS PROGRAMS. PEOPLE WITH DISABILITIES AND THOSE WITH CHRONIC AILMENTS, SUCH AS ARTHRITIS, CANCER, AND HEART DISEASE, FIND YMCA PROGRAM OPPORTUNITIES IN YMCA AND COMMUNITY BASED POOLS. YMCA AQUATICS PROGRAMS ARE A MAJOR PART OF THE OVERALL GOAL OF BUILDING HEALTHY SPIRIT, MIND, AND BODY. AS RESIDENTS OF ISLE OF WIGHT, THE PENINSULA, MIDDLE PENINSULA AND NORTHERN NECK, MANY PEOPLE IN THIS COMMUNITY ARE SUBJECT TO TRAUMATIC INCIDENTS AROUND WATER. OUR AQUATICS PROGRAMS HELP PREVENT DEATHS AND INJURIES.MEMBERS: IN 2014, OVER 49,976 PEOPLE WERE YMCA MEMBERS. YMCA MEMBERSHIP IS OFFERED ON AN INCOME-BASED SLIDING SCALE AND PROVIDES SCHOLARSHIPS FOR FAMILIES WITH HOUSEHOLD INCOME BELOW $30,000 PER YEAR. MEMBERS RECEIVED 54,736 SCHOLARSHIPS, VALUED AT $1,815,052. IN ADDITION, 845,473 PEOPLE PARTICIPATED IN Y PROGRAMS AND RECEIVED 74,553 SCHOLARSHIPS VALUED AT $754,017. IN TOTAL, $2,569,069 IN SCHOLARSHIPS AND SUBSIDIZED PROGRAMS WERE PROVIDED. VOLUNTEERS: IN 2014, 331 POLICY-MAKING VOLUNTEERS DONATED 13,639 HOURS VALUED AT $432,853. THIS IS BASED ON THE ESTIMATED VALUE OF THEIR TIME AT $31 PER HOUR.IN 2014, 3,313 PROGRAM VOLUNTEERS DONATED 46,875 HOURS VALUED AT $339,843.75. THIS IS BASED ON THE ESTIMATED VALUE OF THEIR TIME AT $7.25 PER HOUR. 5643226 5227607 YOUTH DEVELOPMENT: STRENGTHENING FAMILIES AND MEETING THE NEEDS OF CHILDREN HAVE ALWAYS BEEN CENTRAL TO THE YMCA MISSION OF BUILDING HEALTHY SPIRIT, MIND, AND BODY FOR ALL. THE CENTRAL FOCUS OF ALL YMCA PRE-SCHOOL AND SCHOOL-AGED CHILDCARE PROGRAMS IS TO FOSTER GROWTH AND DEVELOPMENT, NOT ONLY IN CHILDREN BUT ALSO IN THEIR PARENTS AND FAMILIES. ACCORDINGLY, PARENTS PLAY AN IMPORTANT ROLE IN POLICY AND PROGRAM DECISIONS. YMCA CHILDCARE CURRICULA HELP CHILDREN DEVELOP MORAL AND ETHICAL BEHAVIOR, SELF-ESTEEM, AND LEADERSHIP. Y CHILDCARE ALLOWS PARENTS TO REMAIN GAINFULLY EMPLOYED, KNOWING THAT THEIR CHILDREN ARE THRIVING IN A SAFE, SUPPORTIVE ENVIRONMENT. YMCA FINANCIAL ASSISTANCE POLICIES HELP ENSURE THAT THE YMCA IS A PLACE WHERE CHILDREN OF ALL ECONOMIC LEVELS, FROM THE AFFLUENT TO THE DISADVANTAGED, RECEIVE THE SAME QUALITY CARE IN THE SAME SETTING. IN 2014, 35,340 CHILDREN ATTENDED AFTERSCHOOL PROGRAMS AT SIXTEEN DIFFERENT CHILD CARE SITES AND 7,848 CHILDREN ATTENDED PRESCHOOL PROGRAMS AT FIVE PRESCHOOL LOCATIONS.OUR YMCA ALSO GIVES FAMILIES SAFE, RELIABLE, AND AFFORDABLE RECREATIONAL OPPORTUNITIES SUCH AS FAMILY SWIM NIGHT AND VOLLEYBALL WHICH LET FAMILIES RELAX AND ENJOY EACH OTHER. YMCA FAMILY LIFE PROGRAMS, PARENTING CLASSES AND FAMILY VOLUNTEER PROGRAMS HELP PEOPLE GROW AS RESPONSIBLE MEMBERS OF FAMILIES. WE PROVIDE CHILDREN AND THEIR PARENTS WITH ACTIVITIES THAT FOSTER UNDERSTANDING AND COMPANIONSHIP. ACTIVITIES ARE PLANNED TO BRING GROUPS OF FAMILIES TOGETHER TO SUPPORT EACH OTHER. PARENTS HAVE THE OPPORTUNITY TO LEARN FROM EACH OTHER AND FROM THEIR CHILDREN IN AN ENJOYABLE WAY.YMCA SERVICES FOR FAMILIES ARE YEAR-ROUND. DAY CAMPS DEVELOP SELF-CONFIDENCE AND SELF-RESPECT WHEN CAMPERS MEET CHALLENGES AND LEARN TO COOPERATE. Y CAMPING PROGRAMS ARE EDUCATIONAL; THEY PROMOTE SPIRITUAL AWARENESS, MENTAL DEVELOPMENT, PHYSICAL WELL-BEING, SOCIAL GROWTH, AND A RESPECT FOR THE ENVIRONMENT. THROUGH A VARIETY OF ACTIVITIES AND THE USE OF NATURAL SURROUNDINGS, YMCA CAMPING SEEKS TO HELP PARTICIPANTS ACHIEVE THEIR FULLEST POTENTIAL IN SPIRIT, MIND, AND BODY. LOW-COST YMCA CAMPING PROGRAMS ALSO ARE A SAFE, HIGH QUALITY ALTERNATIVE FOR WORKING PARENTS. KNOWING THAT A CHILD IS BEING CARED FOR IN A Y CAMP PROGRAM ENABLES THESE PARENTS TO REMAIN GAINFULLY AND PRODUCTIVELY EMPLOYED. IN 2014, 18,603 CHILDREN PARTICIPATED IN YMCA DAY CAMP AND TEEN CAMP PROGRAMS. AS IN THE CASE FOR ALL YMCA PROGRAMS, FINANCIAL ASSISTANCE IS AVAILABLE FOR THOSE WHO CANNOT AFFORD THE CUSTOMARY FEE. YMCA YOUTH AND TEEN PROGRAMS GIVE KIDS GOOD ROLE MODELS TO HELP THEM DEVELOP SELF-ESTEEM AND GOOD VALUES, INCLUDING, COOPERATION, RESPECT FOR THE BODY, GOOD CITIZENSHIP, AND A STRONG WORK ETHIC. TEEN ACTIVITIES ARE AMONG THE MOST RAPIDLY GROWING YMCA PROGRAMS; IN 2014, 1,904 MIDDLE AND HIGH SCHOOL TEENS ATTENDED TEEN NIGHTS REFLECTING THE GROWING AWARENESS THAT ADOLESCENTS NEED STRUCTURE AND ACTIVITIES, ESPECIALLY IN THE AFTER-SCHOOL HOURS.IN 2014, THE YMCA PROVIDED AQUATICS PROGRAMS FOR 228,634 PEOPLE. WE OFFER LESSONS FOR INFANTS ON UP, TEACHING EVERYTHING FROM PROGRESSIVE SWIM TO LIFEGUARDING SKILLS.DROWNING IS THE SECOND LEADING CAUSE OF ACCIDENTAL DEATH AMONG CHILDREN IN THE STATE OF VIRGINIA. CHILDREN AGES 5-14 MOST OFTEN DROWN IN SWIMMING POOLS AND OPEN WATER; 58% OF PARENTS DO NOT CONSIDER DROWNING A THREAT TO THEIR CHILDREN. THERE ARE OVER 7,000 SECOND GRADERS THAT LIVE WITHIN OUR SERVICE AREA. FUNDED THROUGH OUR ENDOWMENT FUND IN 2014, 721 SECOND-GRADE STUDENTS LEARNED TO SWIM THROUGH THIS COMMUNITY SERVICE PROGRAM. OUR GOAL IS TO REACH 7,000 SECOND-GRADERS BY 2020.YMCA SPORTS AND RECREATIONAL PROGRAMS PROMOTE AN APPRECIATION OF ONE'S OWN WORTH. 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 GOOD NUTRITION, AND LEARN WAYS TO HAVE FUN AS ADULTS. THERE IS LITTLE COACHING ON ADULT TEAMS, BUT THE SAME VALUES APPLY-NO PUTDOWNS, NO NAME-CALLING, NO PROFANITY, AND RESPECT FOR OTHERS, GIVING EVERYONE A CHANCE TO PLAY. IN 2014, 19,842 ADULT AND YOUTH PARTICIPATED IN A MYRIAD OF SPORTS PROGRAMS THAT VALUE COOPERATION OVER COMPETITION, FAIR PLAY OVER WINNING AT ANY COST, GOOD FEELING AND GOOD HEALTH OVER A GOOD SCORE, AND BUILDING SELF-ESTEEM OVER BEATING THE OPPONENT. THE YMCA KNOWS THAT WITH THIS APPROACH EVERYONE WINS-UNDEFEATED IN SPIRIT, MIND, AND BODY. 355645 10000 367203 SOCIAL RESPONSIBILITY: THE YMCA IS MORE THAN THE FOUR WALLS OF OUR FACILITIES; WE ARE PARTNERS IN STRENGTHENING FAMILIES AND COMMUNITIES FOR MEMBERS AND NON-MEMBERS ALIKE. OUR YMCA PROMOTES COMMUNITY DEVELOPMENT THROUGH A SERIES OF PROGRAMS DESIGNED TO WORK WITH THE DISADVANTAGED, HEALTH AND SOCIAL DEPARTMENTS, PUBLIC SCHOOL SYSTEMS AND MANY OTHERS. WE HAVE COMMUNITY PARTNERSHIPS WITH AGENCIES SUCH AS ROTARY, KIWANIS, HOSPITALS AND LOCAL MUNICIPALITIES. WE BELIEVE THAT OUR ROLE IN STIMULATING VOLUNTEERISM, TRAINING VOLUNTEER LEADERS AND PROVIDING VEHICLES FOR CHARITABLE WORK ADDRESSES AN IMPORTANT SOCIAL NEED. THIS YEAR WE TOUCHED MORE THAN 17,685 COMMUNITY MEMBERS THROUGH OUR COMMUNITY OUTREACH AND EDUCATION PROGRAMS.1.)STAR ACHIEVERS THE PURPOSE OF STAR ACHIEVERS ACADEMY YMCA IS TO INCREASE STUDENT SUCCESS IN SCHOOL AND TO CONTRIBUTE TO REDUCING THE HAMPTON CITY SCHOOLS HIGH SCHOOL DROPOUT RATE. STAR ACHIEVERS ACADEMY YMCA, HAS WORKED WITH THE YOUTH OF HAMPTON SINCE 1995. ORIGINALLY A HIGHLY EFFECTIVE SUMMER ENRICHMENT PROGRAM FOR AT-RISK, AVERAGE LEARNERS, THE ORGANIZATION IS NOW THE COMMUNITY NON-PROFIT PARTNER WITH WILLIAM MASON COOPER ELEMENTARY MAGNET SCHOOL. THE MISSION OF THIS UNIQUE COMMUNITY PARTNERSHIP IS TO HELP CHILDREN REACH THEIR FULL POTENTIAL, PARTICULARLY CHILDREN IN THE MIDDLE (THE AVERAGE STUDENT) WHO OFTENTIMES HAS BEEN OVERLOOKED IN THE CLASSROOM. STAR ACHIEVERS ACADEMY YMCA CHALLENGES ITS STUDENTS "TO STRETCH" INTELLECTUALLY, ACADEMICALLY AND SOCIALLY. OUR STUDENTS ATTEND FROM ALMOST EVERY NEIGHBORHOOD OF THE CITY AND THE LOCATION IS AN ACCESSIBLE CHOICE FOR LOW-MODERATE INCOME FAMILIES. MANY OF THE NEW KINDERGARTEN CHILDREN ATTENDED PRESCHOOL AT THE DOWNTOWN HAMPTON CHILD DEVELOPMENT CENTER OR THE HAMPTON CITY SCHOOLS PRE-SCHOOL GROW PROGRAM, BOTH OF WHICH ARE PROGRAMS DESIGNED FOR AT RISK CHILDREN AND THEIR FAMILIES. SINCE THE PARTNERSHIP BEGAN WE HAVE SEEN A STEADY RISE IN THE NUMBER OF APPLICATIONS WE RECEIVE. THE PARTNERSHIP IS ACHIEVING SOME REMARKABLE STUDENT OUTCOMES. THE SCHOOL IS FULLY ACCREDITED, AND HAS MADE ADEQUATE YEARLY PROGRESS (AYP); HAS ONE OF THE HIGHEST STUDENT ATTENDANCE RATES, AND THE SCHOOL LIBRARY CIRCULATES OVER 30,000 BOOKS PER YEAR. THERE IS A 100% PASS RATE AMONG KINDERGARTEN STUDENTS ON THE PALS STANDARDIZED KINDERGARTEN ASSESSMENT. 2.)BRIGHT BEGINNINGS BRIGHT BEGINNINGS IS A YMCA PROGRAM THAT HELPS PROVIDE NEW CLOTHES AND SCHOOL SUPPLIES TO CHILDREN IN NEED IN OUR COMMUNITY. THE GOAL IS TO HELP CHILDREN HAVE A GREAT START IN SCHOOL BY GIVING THEM THE CONFIDENCE AND THE TOOLS THEY NEED TO LEARN. YMCA VOLUNTEERS TAKE CHILDREN SHOPPING FOR SCHOOL CLOTHES; THEY ALSO RECEIVE A BACK PACK FILLED WITH SCHOOL SUPPLIES. SCHOOL SUPPLY LISTS ARE OBTAINED FROM AREA SCHOOLS. CLOTHES PURCHASED INCLUDE AT LEAST ONE OUTFIT, SHOES, UNDERWEAR AND SOCKS, AND A SWEATER OR JACKET. THE AVERAGE COST TO SHOP FOR ONE CHILD IS $125. IN 2014, 1,020 FAMILIES PARTICIPATED; THE PROGRAM RUNS FROM AUGUST 1 THROUGH THE BEGINNING OF SCHOOL. VOLUNTEERS FROM CNU, HENDERSON INC, TOWNE BANK, FERGUSON, LOCAL HIGH SCHOOLS, POLICE AND FIRE DEPARTMENTS, YMCA BOARDS OF MANAGEMENT AND YMCA MEMBERS ARE PAIRED WITH A CHILD TO SHOP FOR THESE ITEMS AT KOHLS, JC PENNEY, TARGET OR WAL-MART. 3.)FAMILY VOLUNTEER DAY FAMILY VOLUNTEER DAY IS HELD THE WEEKEND BEFORE THANKSGIVING. THIS PROGRAM PROVIDES A VEHICLE FOR YMCA VOLUNTEERS TO GIVE BACK TO THE COMMUNITY BY DONATING THEIR TIME AND WARM THOUGHTS. EACH YMCA BRANCH COLLECTS NON-PERISHABLE FOOD ITEMS IN THEIR LOBBIES BEGINNING AT THEIR OCTOBER BRANCH FALL FESTIVALS. THE BRANCHES COLLABORATE WITH LOCAL SERVICE ORGANIZATIONS TO COLLECT FOOD ITEMS AND RECRUIT VOLUNTEERS. ON FAMILY VOLUNTEER DAY FAMILIES COME TOGETHER TO WRAP, DECORATE BOXES AND FILL THEM WITH FOOD. THE Y WORKS TOGETHER WITH LOCAL AGENCIES SUCH AS SOCIAL SERVICES, LINK, HELP, AND CHRISTIAN OUTREACH TO SELECT FAMILIES THAT WILL RECEIVE THE FOOD BOXES. 4.)HEALTHY KIDS DAYYMCA HEALTHY KIDS DAY IS DESIGNED TO HIGHLIGHT A WIDE RANGE OF WELLNESS ACTIVITIES, SPORTS AND OTHER PHYSICAL ACTIVITIES THAT ARE AVAILABLE TO KIDS AT THEIR LOCAL YMCAS. WITH OVER 9 MILLION OVERWEIGHT CHILDREN IN THE UNITED STATES, INCREASING THE LEVELS OF PHYSICAL ACTIVITY IN THE LIVES OF CHILDREN IS A CRITICAL COMPONENT OF OUR COUNTRY AND YMCA EFFORT TO FIGHT CHILDHOOD OBESITY. BOTH THE NATIONAL YMCA AND OUR YMCA ARE DEDICATED TO HELP FIGHT CHILDHOOD OBESITY YEAR-ROUND. ACTIVITIES INCLUDED GAMES, PHYSICAL CHALLENGES, CRAFTS, HEALTHY SNACKS AND HANDOUTS FOR HOME. THE GOAL IS TO SHOW KIDS THAT PHYSICAL ACTIVITY CAN BE FUN. HEALTHY KIDS DAY WAS A GREAT SUCCESS WITH 1,474 CHILDREN AND 1,127 ADULTS PARTICIPATING AT 11 DIFFERENT LOCATIONS. 5.)5210FIGHTING CHILDHOOD OBESITY - IS PROVIDED IN ALL YMCA SCHOOL-AGE CHILD CARE AND PRESCHOOL PROGRAMS AS WELL AS OTHER Y PROGRAMS SUCH AS SWIM LESSONS, YOUTH SUPER SPORTS, CHILD WATCH, FIRST TEE, AND SUMMER CAMP.6.)YMCA INTERNATIONAL PROGRAMS THE Y IS A WORLDWIDE MOVEMENT. YMCA INTERNATIONAL PROGRAMS PROMOTE INTERNATIONAL UNDERSTANDING THROUGH EDUCATION, DEVELOPMENT, OVERSEAS OPPORTUNITIES, AND LEADERSHIP TRAINING IN COOPERATION WITH YMCAS IN 120 COUNTRIES AROUND THE WORLD. 7.)LIVESTRONGCANCER IS A LIFE-CHANGING DISEASE THAT TAKES A TREMENDOUS PHYSICAL AND EMOTIONAL TOLL ON THOSE AFFECTED. THE Y AND THE LIVESTRONG FOUNDATION HAVE JOINED TOGETHER TO CREATE LIVESTRONG AT THE YMCA, A FREE RESEARCH-BASED PHYSICAL ACTIVITY AND WELL-BEING PROGRAM DESIGNED TO HELP ADULT CANCER SURVIVORS RECLAIM THEIR TOTAL HEALTH.PARTICIPANTS WORK WITH Y STAFF TRAINED IN SUPPORTIVE CANCER CARE TO SAFELY ACHIEVE THEIR GOALS SUCH AS BUILDING MUSCLE MASS AND STRENGTH, INCREASING FLEXIBILITY AND ENDURANCE, AND IMPROVING CONFIDENCE AND SELF-ESTEEM. BY FOCUSING ON THE WHOLE PERSON AND NOT THE DISEASE, LIVESTRONG AT THE YMCA IS HELPING PEOPLE MOVE BEYOND CANCER IN SPIRIT, MIND AND BODY. 15797578 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 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 0 0 0 0 1 55 0 1 1527 1 0 0 0 0 1 1 1 1 0 0 0 0 X 34 31 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 VA X X SANDRA M DAVOY CFO 7572237925 41 OLD OYSTER POINT ROAD SUITE C NEWPORT NEWS VA 23602 DENLEY BROWN BOARD MEMBER 1.00 X 0 0 0 JENNIFER BOYKIN BOARD MEMBER 1.00 X 0 0 0 PETE CLENDENIN BOARD MEMBER 1.00 X 0 0 0 ROBERT BROWN BOARD MEMBER 1.00 X 0 0 0 DONALD BUCKLESS TREASURER 1.00 X X 0 0 0 WILLIAM COWARDIN BOARD MEMBER 1.00 X 0 0 0 GREG ENTERLINE BOARD MEMBER 1.00 X 0 0 0 MARCUS DOWNEY BOARD MEMBER 1.00 X 0 0 0 MICHELE FAULKNER BOARD MEMBER 1.00 X 0 0 0 WILLIAM ERMATINGER BOARD MEMBER - PAST PRESIDENT 1.00 X X 0 0 0 JOE FERNANDES CFP SECRETARY 1.00 X X 0 0 0 DEBRA FLORES BOARD MEMBER 1.00 X 0 0 0 ROBYN HANSEN PRESIDENT 1.00 X X 0 0 0 PRESTON IVEY BOARD MEMBER 1.00 X 0 0 0 HANK LEWIS BOARD MEMBER 1.00 X 0 0 0 JEFF MCLEOD BOARD MEMBER 1.00 X 0 0 0 LEIGH HOUGHLAND VICE PRESIDENT 1.00 X X 0 0 0 JASON PATTON BOARD MEMBER 1.00 X 0 0 0 RON PERRY BOARD MEMBER 1.00 X 0 0 0 ANGELA MCPHERSON BOARD MEMBER 1.00 X 0 0 0 TOM MORRIS JR BOARD MEMBER 1.00 X 0 0 0 RENEE ROUNTREE BOARD MEMBER 1.00 X 0 0 0 DAVE PLUMMER BOARD MEMBER 1.00 X 0 0 0 RANDY SALTZMAN BOARD MEMBER 1.00 X 0 0 0 DR JIM SHARPS BOARD MEMBER 1.00 X 0 0 0 PAUL SCIACCHITANO BOARD MEMBER 1.00 X 0 0 0 ROBERT F SHUFORD JR BOARD MEMBER - PAST PRESIDENT 1.00 X 0 0 0 THOMAS TINGLE BOARD MEMBER 1.00 X 0 0 0 DWIGHT WEST BOARD MEMBER 1.00 X 0 0 0 CLAUDIA SOUCEK BOARD MEMBER 1.00 X 0 0 0 LAMONTE WILLIAMS BOARD MEMBER 1.00 X 0 0 0 CANDICE WILSON BOARD MEMBER 1.00 X 0 0 0 EDITH WITHERS BOARD MEMBER 1.00 X 0 0 0 NHU YEARGIN BOARD MEMBER 1.00 X 0 0 0 DANNY L CARROLL CHIEF EXECUTIVE OFFICER 40.00 X 264340 0 37187 STACIA ROETH CHIEF OPERATING OFFICER 40.00 X 83883 0 10066 SANDRA M DAVOY CHIEF FINANCIAL OFFICER 40.00 X 105574 0 16221 453797 0 63474 2 0 1 0 VERVILLE VENTURES CONSULTING PO BOX 2275 CHESAPEAKE VA 23327 ENERGY EFFICIENCY CONSULTATIONS 107608 1 93550 112394 709511 3348578 717228 4264033 MEMBERSHIP DUES 624100 11197420 11197420 ALL PROGRAMS 624100 4780272 4780272 15977692 277481 277481 335369 40886 294483 294483 294483 1108566 945485 15776 163081 -15776 147305 147305 376151 112394 203196 172955 172955 11280 6086 5194 5194 63563 13310 50253 50253 MISCELLANEOUS INCOME 624100 148312 148312 148312 21337708 16278503 0 795172 10000 10000 517271 517271 8832515 7824245 915392 92878 546610 453152 84986 8472 345273 267341 72934 4998 763404 655939 100719 6746 23000 23000 1050 1050 955147 605368 340834 8945 185495 135731 48762 1002 1389396 1200408 157342 31646 178332 178332 1920246 1876876 43370 193172 153447 35921 3804 185694 107321 69525 8848 70253 70253 205994 205994 1965654 1892506 73148 MISCELLANEOUS 131584 131584 DUES 38784 23640 12557 2587 BAD DEBTS 5441 5441 18464315 15797578 2496811 169926 5923268 6653906 1136491 950443 2042929 2737610 3263 2300 149811 82493 47783904 16536905 31609607 31246999 5492877 6081790 46358246 47755541 707402 581853 348041 353382 14436629 13139970 70000 70000 389275 259630 15951347 14404835 X 28471724 30139440 1928175 3204266 7000 7000 30406899 33350706 46358246 47755541 X 2873393 -57005 127419 X X 0 1 X 1 0 X 5174228 2583872 2271968 2347466 4265391 16642925 14860062 15409957 15711813 15771818 15977692 77731342 313368 300993 432059 441818 450994 1939232 20347658 18294822 18415840 18561102 20694077 96313499 1003000 3000 9300 59163 32500 1106963 0 1003000 3000 9300 59163 32500 1106963 95206536 488031 480300 437467 547015 612850 2565663 488031 480300 437467 547015 612850 2565663 133082 93224 129865 119314 148312 623797 20968771 18868346 18983172 19227431 21455239 99502959 0.95680 0.95800 0.02580 0.02520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 1050 0 0 1050 0 PART II-B, LINE 1: THE PENINSULA METROPOLITAN YMCA CONTRIBUTED $3,500 TO A CONSORTIUM OF VIRGINIA YMCAS THAT EMPLOY AN INDIVIDUAL. 30% OF THIS INDIVIDUALS JOB IS SPENT FOCUSING ON NON-PROFIT LEGISLATION IN THE STATE OF VIRGINIA. 2639058 69525 569782 10000 573871 13813 2680681 2157180 48146 730093 5000 275757 15604 2639058 1619915 448612 212843 5000 92978 26212 2157180 1703973 84550 111084 5000 256151 18541 1619915 1449093 106795 216414 5000 49073 14256 1703973 0.57510 0.00260 0.42230 0 0 737386 737386 39898933 11588470 28310463 389423 62886 326537 6555836 4885549 1670287 202326 202326 31246999 DERIVATIVE FINANCIAL INSTRUMENT 259630 259630 X 22927834 -57005 1254876 128777 1326648 21601186 -263478 -263478 21337708 19984027 1254876 264836 1519712 18464315 0 18464315 PART X, LINE 2: THE YMCA IS A NONPROFIT ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE Y HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2014. FISCAL YEARS ENDING ON OR AFTER DECEMBER 31, 2011 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED GAIN ON HEDGED INTEREST RATE SWAP 127,419. IN-KIND DONATIONS 1,358. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS COST OF GOODS SOLD -13,310. RECLASS RENTAL EXPENSES -40,886. RECLASS DIRECT FUNDRAISING EXPENSES -203,196. RECLASS DIRECT GAMING EXPENSES -6,086. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS COST OF GOODS SOLD 13,310. RECLASS RENTAL EXPENSES 40,886. RECLASS DIRECT FUNDRAISING EXPENSES 203,196. RECLASS DIRECT GAMING EXPENSES 6,086. IN KIND LEGAL SERVICES AND MAINTENANCE 1,358. PART V, LINE 4 INTENDED USES OF ENDOWMENT FUND: THE ENDOWMENT FUND OF THE PENINSULA METROPOLITAN YMCA WAS ESTABLISHED TO SUPPORT THE MISSION OF THE Y. THE ENDOWMENT FUND BUILDS LONG-TERM STABILITY FOR THE FUTURE OF THE Y BY PROVIDING AN ADDITIONAL SOURCE OF INCOME TO MEET AN INCREASING DEMAND FOR LOCAL PROGRAMS AND SERVICES. THE ENDOWMENT FUND INCLUDES BOTH DONOR-RESTRICTED FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. THE METROPOLITAN BOARD OF DIRECTORS GOVERNS THE USE OF THE ENDOWMENT FUND BY IDENTIFYING MISSION RELATED PROGRAMS AND SERVICES FOR WHICH THE FUNDS WILL BE USED. CURRENT DISTRIBUTIONS INCLUDE $17,618 FOR SECOND GRADE LEARN-TO-SWIM PROGRAMS, TWO $5,000 ANNUAL SCHOLARSHIP AWARDS (NICOLE WHITE SCHOLARSHIP FUND), $25,920 ANNUAL PAYMENT FOR LEASE OF LAND AT THE RF WILKINSON BRANCH, $18,000 FOR SUPPORT OF THE YOUTH PROGRAMS AT THE NORTHERN NECK BRANCH, AND $13,813 FOR ADMINISTRATIVE EXPENSES AND MEETING COSTS RELATED TO THE ENDOWMENT FUND. PART VI,LINE 1E: THE $202,326 REPRESENTS CONSTRUCTION IN PROGRESS AT LOCATIONS IN MATHEWS, KILMARNOCK (CAMP KEKOKA) AND GLOUCESTER. UNCORKED 48729 5700 43029 8072 NORTHERN NECK FESTIVAL OF THE TREES 54554 25813 28741 4383 12 217001 56208 160793 126134 320284 87721 232563 138589 138589 93974 1 SCHOLARSHIP 2 10000 CASH PART I, LINE 2: THE PENINSULA METROPOLITAN YMCA HAS INITIATED A SCHOLARSHIP THROUGH OUR ENDOWMENT FUND TO HONOR NICOLE WHITE WHO WAS ONE OF THE THIRTY-TWO VIRGINIA TECH STUDENTS WHO DIED ON APRIL 16, 2007. NICOLE WAS A LIFEGUARD FOR THE LUTER FAMILY YMCA IN SMITHFIELD AND VOLUNTEERED MANY HOURS EACH WEEK BOTH FOR THE YMCA AND FOR VARIOUS ORGANIZATIONS IN HER COMMUNITY. THE SCHOLARSHIP IS TYPICALLY PRESENTED EACH SPRING TO ONE SENIOR AT SMITHFIELD HIGH SCHOOL FOR USE AT A STATE UNIVERSITY OF THEIR CHOICE. A COMMITTEE PRESENTS THE SCHOLARSHIP TO THE SENIOR (OR SENIORS) WHO BEST EXEMPLIFIES THE QUALITIES OF LEADERSHIP IN VOLUNTEERISM AS DEMONSTRATED BY NICOLE WHITE WHILE SHE WAS A STUDENT AT SMITHFIELD HIGH SCHOOL AND VIRGINIA TECH. IN 2014, TWO $5,000 SCHOLARSHIPS WERE AWARDED TO GRADUATING SMITHFIELD HIGH SCHOOL SENIORS. CHECKS ARE DISBURSED PAYABLE TO THE RECIPIENT'S NAMED COLLEGE FOR THE BENEFIT OF THE RECIPIENT. FINANCIAL INFORMATION RELATD TO THE DISBURSEMENT IS MAINTAINED IN ACCORDANCE WITH THE YMCA RECORDS RETENTION POLICY. PAST RECIPIENT INFORMATION IS MAINTAINED ON THE NICOLE R. WHITE MEMORIAL WEBSITE. X X 0 0 X X X X X 0 0 0 0 0 0 0 0 0 DANNY L CARROLL CHIEF EXECUTIVE OFFICER 234038 0 16000 0 14302 0 31200 0 5987 0 301527 0 0 0 PART I, LINE 1A HEALTH OR SOCIAL CLUB DUES AND INITIATION FEES: ROTARY CLUB DUES ARE AUTHORIZED THROUGH PERSONNEL POLICY TO FACILITATE COMMUNITY LEADERSHIP PRESENCE. A INDUSTRIAL DEVELOPMENT AUTHORITY OF RICHMOND COUNTY 521375129 2005-10-18 5000000 ACQUISITION, CONSTRUCTION, AND RENOVATION OF FACILITIES 0 0 0 B INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF POQUOSON 546002975 2005-11-15 5000000 ACQUISITION, CONSTRUCTION, AND RENOVATION OF FACILITIES 0 0 0 C VSBFA 541300845 2010-08-19 5080000 ACQUISITION, CONSTRUCTION, AND RENOVATION OF FACILITIES 0 0 0 D VSBFA 541300845 2010-08-19 920000 ACQUISITION, CONSTRUCTION, AND RENOVATION OF FACILITIES 0 0 0 A 1592189 5000000 23017 4976983 2007 0 0 1 1 B 1592190 5000000 19173 4980827 2007 0 0 1 1 C 592667 2044516 56842 1987674 2012 0 0 1 1 D 172500 920000 13734 906266 2011 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 A 0 0 0 0 1 1 0 0 0 0 0 B 0 0 0 0 1 1 WELLS FARGO BANK 9.800000000000 0 0 0 0 0 C 0 0 0 0 1 1 0 0 0 0 0 D 0 0 0 0 1 1 0 0 0 0 0 A 0 B 0 C 0 D 0 X 36 17559 COMPARABLE SALES X 40 RETAIL VALUE X 7 45227 STOCK MARKET X 1 619391 APPRAISAL X VACATIONS & ENTERTAINMENT TICKETS 70 17306 COMPARABLE SALES X MISCELLANEOUS AUCTION ITEMS 108 14121 COMPARABLE SALES X GIFT CERTIFICATES 46 3298 CASH VALUE X JEWELRY 5 286 COMPARABLE SALES 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 OUR BOARD OF DIRECTORS CONSISTS OF LOCAL BUSINESS PROFESSIONALS. THE INDUSTRY MIX CONSISTS OF BANKING, INVESTMENT, LAW, CONSTRUCTION, AND LOCAL GOVERNMENT TO NAME A FEW. IT IS PROBABLE THAT A MAJORITY OF THE MEMBERS PATRONIZE THE BUSINESSES REPRESENTED ON THE BOARD. HOWEVER, WE ARE NOT AWARE OF ANY RELATIONSHIP WHERE ONE INDIVIDUAL WOULD BE ABLE TO EXERCISE INFLUENCE OVER ANOTHER WHEN DEALING WITH THE BUSINESS OF OUR YMCA. TO ADD, INDEPENDENT COMMITTEES ARE UTILIZED TO DETERMINE RECOMMENDATIONS TO THE BOARD REGARDING FINANCIAL AND LEGAL MATTERS. FORM 990, PART VI, SECTION B, LINE 11 BOARD REVIEW OF FORM 990 THE AUDIT & FINANCE COMMITTEE IS CHARGED WITH MONITORING AND GUIDING THE FINANCIAL ACTIVITY OF THE PENINSULA METROPOLITAN YMCA. THE COMMITTEE REVIEWS THE BALANCE SHEET AND INCOME STATEMENT OF THE ORGANIZATION ON A MONTHLY BASIS, AND REPORTS TO THE FULL BOARD REGULARLY. THIS COMMITTEE IS RESPONSIBLE FOR ENGAGING AN ACCOUNTING FIRM TO AUDIT EACH FISCAL YEAR'S FINANCIAL STATEMENT AND PREPARE THE RELATED TAX RETURNS. EACH MEMBER OF THE BOARD OF DIRECTORS RECEIVES A COPY OF THE AUDITED FINANCIAL STATEMENTS AND A DRAFT COPY OF THE FORM 990. AN AUDIT & FINANCE COMMITTEE MEETING IS SCHEDULED AND HELD. ALL MEMBERS OF THE BOARD OF DIRECTORS ARE INVITED TO THIS MEETING TO ANSWER QUESTIONS REGARDING THE TAX RETURN. DURING A PORTION OF THE MEETING, REPRESENTATIVES FROM THE ACCOUNTING FIRM AS WELL AS STAFF OF THE PENINSULA METROPOLITAN YMCA ANSWER QUESTIONS ON THE PREVIOUSLY RECEIVED DRAFT TAX RETURN. THE TAX RETURN IS FILED ONCE THE AUDIT & FINANCE COMMITTEE IS SATISFIED AND HAS ACCEPTED THE DRAFT. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST: MONITORING COMPLIANCE OUR CONFLICT OF INTEREST POLICY AND WHISTLEBLOWER POLICY ARE DISSEMINATED TO THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. A FOLLOW UP SURVEY DOCUMENTING POLICY RECEIPT AS WELL AS ANY CONFLICT OF INTEREST DISCLOSURES IS USED TO TRACK THE SPECIFICS OF MEMBER ACKNOWLEDGEMENT. THE EXECUTIVE COMMITTEE OF THE PENINSULA METROPOLITAN YMCA REVIEWS THE COMPILED OUTPUT OF THIS SURVEY ON AN ANNUAL BASIS. DURING BOARD OF DIRECTORS MEETINGS, THE QUESTION OF CONFLICT OF INTEREST IS ASKED BEFORE A VOTE IS CALLED. FORM 990, PART VI, SECTION B, LINE 15 TO ENSURE THAT THE PENINSULA METROPOLITAN YMCA REMAINS IN COMPLIANCE WITH IRS RULES ON INTERMEDIATE SANCTIONS/EXCESSIVE COMPENSATION, THE YMCA'S BOARD OF DIRECTORS HAS APPOINTED AN EXECUTIVE COMPENSATION COMMITTEE. THIS COMMITTEE CONDUCTS AN INDEPENDENT REVIEW OF THE TOTAL COMPENSATION OF SENIOR EXECUTIVES AND OTHER "DISQUALIFIED PERSONS", IF ANY. COMPENSATION COMMITTEE STRUCTURE: MEMBERS ARE APPOINTED BY THE YMCA'S BOARD OF DIRECTORS MEMBERS HAVE A PREDETERMINED ROTATION ON THE COMMITTEE COMMITTEE IS COMPRISED OF FOUR (4) INDEPENDENT DIRECTORS FREE FROM ANY CONFLICT OF INTEREST MEMBERS ARE FREE OF ANY RELATIONSHIPS WITH THE YMCA OR ITS MANAGEMENT THAT MAY IMPAIR THE COMMITTEE MEMBER'S ABILITY TO MAKE INDEPENDENT JUDGMENTS, E.G.: EMPLOYMENT RELATIONSHIPS BUSINESS RELATIONSHIPS CLOSE PERSONAL RELATIONSHIPS BETWEEN EXECUTIVES AND BOARD MEMBERS MEETING IS HELD ANNUALLY AFTER SENIOR EXECUTIVES' ANNUAL REVIEW AND COMPENSATION CHANGE. MATERIALS/DOCUMENTATION ARE PROVIDED TO COMMITTEE MEMBERS ONE WEEK PRIOR TO THE MEETING TO PROVIDE ADEQUATE TIME FOR REVIEW. MEMBERS ARE PROVIDED WITH: SALARY HISTORY BENEFIT HISTORY RANK AND FILE SALARY INCREASES COMPARABILITY DATA OF LIKE-SIZED ORGANIZATIONS LOCALLY AND REGIONALLY, E.G., SULLIVAN COTTER YMCA SURVEY, GUIDESTAR COMPENSATION REPORT MEMBERS REVIEW: EXECUTIVE'S PERFORMANCE AND RECOMMENDATION OF THE EXECUTIVE COMMITTEE FOR CEO COMPENSATION AND BENEFITS. ORGANIZATION'S PERFORMANCE INCLUDING FINANCIAL AND MISSION RELATED PERFORMANCE. CEO'S SALARY RECOMMENDATIONS FOR EXECUTIVE POSITIONS COO AND CFO, RATHER THAN SIMPLY RATIFY THE CEO'S RECOMMENDATIONS. DECISION MAKING PROCESS IS DOCUMENTED AT THE TIME OF APPROVAL AND COMPLETE DOCUMENTATION PACKAGE/MINUTES ARE FILED IN THE HR DEPARTMENT. COMMITTEE PROVIDES COMMITTEE REPORT TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 OUR AUDITED FINANCIAL STATEMENTS AND TAX RETURN, FORM 990, ARE AVAILABLE TO THE PUBLIC ON OUR WEBSITE. OUR GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. REQUESTS ARE ACCEPTED VIA TELEPHONE, EMAIL, AND OUR WEBSITE. REQUESTS MADE AT THE BRANCH LEVEL ARE FORWARDED TO THE CORPORATE OFFICE, WHERE THEY ARE FULFILLED. OUR YMCA ALSO PROVIDES THIS INFORMATION TO GRANTING ORGANIZATIONS, GOVERNMENT ENTITIES, AND FINANCIAL INSTITUTIONS ON A REGULAR BASIS. FORM 990, PART XI, LINE 9: UNREALIZED GAIN ON HEDGED INTEREST RATE SWAP 127,419. FORM 990 PART XI LINE 2C ONE OF THE DUTIES OF THE AUDIT & FINANCE COMMITTEE IS TO ENGAGE AN ACCOUNTING FIRM TO AUDIT EACH FISCAL YEAR'S FINANCIAL STATEMENT AND PREPARE THE RELATED TAX RETURNS