2015-02-03T11:29:49-06:00 2014-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2013-07-01 042125014 OLD COLONY Y OLDC 5088971230 320 MAIN STREET BROCKTON MA 02301 KEENYN MCFARLANE EXECUTIVE VP - CFO 5088971230 2015-02-03 1 THOMAS F MULDOON CPA P01561688 5083669100 2015-02-02 2013 2016-02-25 16:41:14Z KEENYN MCFARLANE 320 MAIN STREET BROCKTON MA 02301 48897433 0 X WWW.OLDCOLONYYMCA.ORG X 1888 MA OCY STRENGTHENS COMMUNITIES THROUGH YOUTH DEVELOPMENT, HEALTHY LIVING, & SOCIAL RESPONSIBILITY. 53 53 2276 1000 0 0 33113494 36935746 9692545 10890055 132728 348182 487023 331898 43425790 48505881 0 0 0 0 29705874 32257323 0 0 485990 13342024 14654417 43047898 46911740 377892 1594141 46094740 48826104 13050932 13302938 33043808 35523166 X OLD COLONY Y IS A CHARITABLE, NON-PROFIT 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 THAT IT IS IMPERATIVE TO MAKE YMCA SERVICES AVAILABLE TO EVERYONE, REGARDLESS OF THEIR ABILITY TO PAY. SOME OF OUR MEMBERS AND PARTICIPANTS ARE FAMILIES EXPERIENCING HOMELESSNESS, ADULTS SEEKING A GED 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, AND CHILDCARE SERVICES. 0 0 9872679 7131380 CHILD CARE - 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. THE YOUTH FOCUS PROGRAM WAS CREATED IN 2005 TO PROVIDE CHILD CARE AND SUPPORT TO YOUTH AND FAMILIES ON-SITE 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: MORE THAN 15,114 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: OLD COLONY Y IS THE LARGEST PROVIDER OF EARLY EDUCATION/CHILDCARE IN SOUTHEASTERN MASSACHUSETTS, SERVING 2,804 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: THE OLD COLONY YMCA SERVED 29,327 CHILDREN THROUGH OUR SUMMER OFFERINGS THIS FISCAL YEAR! OF THE 6,628 CHILDREN WHO ATTENDED CAMP AND SUMMER PROGRAMS, APPROXIMATELY 48% 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. 11672226 3763872 MEMBERSHIP - HEALTHY LIVING: WE HAVE PROVIDED HEALTH AND WELLNESS PROGRAMS FOR MORE THAN 127 YEARS, AND SERVED 132,460 PEOPLE DURING FY 2014. OVER 73% OF THESE INDIVIDUALS ARE UNDER THE AGE OF 17. WE HAVE MORE THAN 51,930 MEMBERS ASSOCIATION-WIDE. ON AN ANNUAL BASIS, OUR MEMBERS VISITED OUR FACILITIES MORE THAN 1,009,734 TIMES! THE OLD COLONY Y BELIEVES ALL PEOPLE SHOULD HAVE ACCESS TO PROGRAMS THAT BUILD STRONG SPIRITS, MINDS, AND BODIES, SO PROGRAM FEES ARE KEPT AFFORDABLE AND SCHOLARSHIPS ARE PROVIDED TO THOSE WHO QUALIFY. WE PROVIDE A FORMAL REDUCED FEE STRUCTURE BASED UPON HOUSEHOLD INCOME - MEMBERSHIP FOR ALL - WHICH HELPS ENSURE ACCESSIBILITY FOR EVERYONE.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 HAVE FUN AND STICK WITH THEIR HEALTH AND WELLNESS PLAN. INSTRUCTORS DEMONSTRATE THE YMCA CORE CHARACTER VALUES OF CARING, HONESTY, RESPECT, AND RESPONSIBILITY. IN 2005, WE JOINED OTHER Y'S ACROSS THE NATION TO ADDRESS STRATEGICALLY THE EMERGING COMMUNITY-BASED BARRIERS TO HEALTHY LIVING. OUR ASSOCIATION'S STRATEGIC PLAN COMMITS US TO ASSUMING A GREATER LEADERSHIP ROLE IN THE COMMUNITIES WE SERVE REGARDING MEDICAL AND HEALTH ISSUES, PARTICULARLY THE CRITICAL ISSUE OF OBESITY AND DIABETES IN BOTH THE ADULT AND YOUTH POPULATIONS. AS PART OF OUR STRONG COMMITMENT TO HEALTHY LIVING, WE GUIDE PEOPLE REGARDING HEALTHY EATING HABITS, ENCOURAGE PHYSICAL ACTIVITY, AND PROMOTE POSITIVE LIFE-STYLE CHANGES FOR PEOPLE OF ALL AGES. 14498174 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 MASSACHUSETTS DEPARTMENTS OF ELEMENTARY AND SECONDARY EDUCATION, 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 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 LIFE-STYLE AND GROW INTO HEALTHY, PRODUCTIVE ADULTS. OUR NON-PROFIT STATUS ALLOWS THE YMCA TO BE ELIGIBLE TO CARRY OUT THESE STATE-FUNDED CONTRACTED SERVICES, WHICH ARE COMPLEMENTED BY DAY CAMP, CHILDCARE, SPORTS, SWIMMING, NUTRITION/FITNESS, AND OTHER TRADITIONAL YMCA SERVICES THAT ARE GENERALLY NOT OFFERED BY OTHER SOCIAL SERVICE PROVIDERS. CHILD CARE - SERVED 2,804 CHILDREN DAILY AT 48 SITES LOCATED THROUGHOUT SOUTHEASTERN MASSACHUSETTS DURING FY 14.FAMILY SUPPORT PROGRAM - SERVED MORE THAN 115 CHILDREN (SERVED BY THE DEPARTMENT OF CHILDREN AND FAMILIES AFTER EXPERIENCING CHILD ABUSE AND NEGLECT) REFERRED BY THE DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION, AS NEEDING ADDITIONAL SUPPORT SERVICES TO PREVENT FOSTER CARE PLACEMENT OUTSIDE THE HOME.FAMILY LIFE CENTER - SERVED 112 PEOPLE DURING FY 14THE FAMILY LIFE CENTER PROVIDES SUPPORTIVE HOUSING FOR BROCKTON 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, THIRTEEN BROCKTON FAMILIES AND THEIR CHILDREN WHO WERE PREVIOUSLY EXPERIENCING HOMELESSNESS RESIDE AT THE CENTER. THE DAVID JON LOUISON CENTER - SERVED 121 PEOPLE DURING FY 14THE 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 Y ON JULY 1, 2006. THE DAVID JON LOUISON CENTER IS A 54-BED SHELTER, SPREAD AMONG THREE PROPERTIES, THAT 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 139 PEOPLE DURING FY 14THIS PROGRAM SUPPORTS FAMILIES TRANSITIONING FROM THE FAMILY LIVE CENTER AND THE DAVID JON LOUISON 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.BROCKTON RESIDENTIAL PROGRAMS SERVING DCF AND DYS INVOLVED YOUTH - 44,640 BILLABLE BED UNITS DURING FY 14THE YMCA OPERATES RESIDENTIAL PROGRAMS THAT SERVED 1,200 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 BOYS ASSESSMENT AND STABILIZATION UNIT, BROCKTON DETENTION PROGRAM, BOYS REVOCATION PROGRAM, GIRLS SECURE DETENTION UNIT, AND TRANSITION HOUSE/STARR BROCKTON, ALTERNATIVE LOCKUP PROGRAM (ALP), AND THE SOUTH EAST INDEPENDENT LIVING PROGRAM.OLD COLONY YMCA STARR PROGRAM - NEW BEDFORD:THE OLD COLONY YMCA 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).INTENSIVE TRANSITION TO INDEPENDENT LIVING (ITIL) - FALL RIVER:ESTABLISHED IN 1998, THE ITIL PROGRAM IS A STRUCTURED, BEHAVIORALLY-ORIENTED, CLINICALLY-SOUND PROGRAM THAT SERVES 12 COED ADOLESCENTS AGES 16-21. THE GOAL OF THE ITIL PROGRAM 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 OLD COLONY Y 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, CONSISTENT, AND 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.BREWSTER TREATMENT PROGRAM:THE BREWSTER TREATMENT PROGRAM 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.MERRIMACK REVOCATION PROGRAM (LOWELL):THIS PROGRAM IS A 12-BED, STAFF SECURED, REVOCATION UNIT SERVING COMMITTED MALES. RESIDENTS ARE EXPECTED TO ATTEND DAILY DBT GROUPS, LEARN NEW SKILLS, WORK ON EDUCATIONAL AND CLINICAL GOALS, AND DEVELOP RELAPSE PREVENTION PLANS. 6608937 6608937 42652016 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 1 0 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 0 1 0 0 0 1 61 0 1 2276 1 0 0 0 0 0 0 0 0 0 0 0 0 X 53 53 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X KEENYN MCFARLANE EXECUTIVE VP - CFO 5088971230 320 MAIN STREET BROCKTON MA 02301 SHEAHAN DENIS IMMEDIATE PAST CHAIR 1.50 X 0 0 0 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 CHAIR 1.50 X 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 2ND 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 MEMBER AT LARGE 1.50 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 ANASTOS STEPHEN 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 JOHNSON PAUL 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 ROSA WILLIAM DIRECTOR 1.50 X 0 0 0 SMITH WAYNE 1ST VICE 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 DIRECTOR 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 ANDREWS AJ DIRECTOR 1.50 X 0 0 0 MARTURANO VINCENT J PRESIDENT, CEO 50.00 X 312725 0 39967 MCFARLANE KEENYN EXEC VP, CFO 40.00 X 154039 0 13643 RUSSELL JEFFREY P EXEC VP, COO 40.00 X 182320 0 31508 KLIER KENNETH SR. VP, SOCIAL SERVICES 40.00 X 129079 0 24381 DEANE A LINDA SR. VP, CIO 40.00 X 130306 0 27304 DWYER JOYCE SR. EXECUTIVE DIRECTOR 40.00 X 124727 0 23240 HYMAN DAVID SR. VP ASSOCIATION ADVANCEMENT 40.00 X 127000 0 11736 BRODESKY KAY SR. VP HUMAN RESOURCES 40.00 X 105000 0 24116 MCDONALD FRANK SR. EXECUTIVE DIRECTOR 40.00 X 107560 0 21498 1372756 0 217393 9 0 1 0 AP WHITAKER & SONS INC 652 WEST CENTER STREET WEST BRIDGEWATER MA 02379 GENERAL CONTRACTOR 1201857 BRIAN HEALEY CONTRACTOR INC 1155 PLYMOUTH STREET BRIDGEWATER MA 02324 GENERAL CONTRACTOR 507308 H & L BLOOM INC 28 GROSVENOR STREET TAUNTON MA 02780 TRANSPORTATION SERVICES 382123 WHITMORE'S YARD CARE 656 REAR PLYMOUTH STREET EBRIDGEWATER MA 02333 GENERAL CONTRACTOR 214148 J & L MANAGEMENT 46 ROCKLAND STREET HANOVER MA 02339 FOOD SERVICES 156154 8 144595 7750787 27078483 1961881 36935746 PROGRAM SERVICE REVENUE 900099 10890055 10890055 10890055 131937 131937 326701 0 326701 326701 326701 607797 391552 216245 216245 216245 MISCELLANEOUS 900099 5197 5197 5197 48505881 10895252 0 674883 790869 727986 62883 24859656 23496769 1172985 189902 1563725 1452483 104091 7151 2546526 2244008 255547 46971 2496547 2331244 145872 19431 25617 25617 57500 57500 801049 329544 410955 60550 257491 211444 36410 9637 1746383 1385055 316941 44387 4356989 4298395 52785 5809 282186 270114 10765 1307 178358 35315 119163 23880 261040 260683 357 1432566 1392189 37914 2463 388696 351313 36867 516 PROGRAM SUPPLIES 1904716 1878445 16215 10056 DIRECT CARE CONSULTANT 885424 885424 MEALS 852244 852244 CLIENT TRANSPORTATION 535396 535396 0 0 688762 441951 245764 1047 46911740 42652016 3773734 485990 4035835 2348422 772750 872628 205196 228463 2202185 4866380 642430 634606 48272687 19688422 29411501 28584265 8004145 8720636 820698 2570704 46094740 48826104 2831325 3766251 1019337 1083577 8310962 7711111 889308 741999 13050932 13302938 X 26896017 28520076 3016365 3795744 3131426 3207346 33043808 35523166 46094740 48826104 X 1594141 819297 65920 X X 0 1 X 1 1 1 X 33981154 33615684 32568858 33113494 36935746 170214936 8042665 9050907 9505175 9692545 10890055 47181347 42023819 42666591 42074033 42806039 47825801 217396283 0 0 0 217396283 536086 383314 472936 479449 458638 2330423 536086 383314 472936 479449 458638 2330423 23752 106311 47275 150134 5197 332669 42583657 43156216 42594244 43435622 48289636 220059375 0.98790 0.98700 0.01060 0.01130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4951233 10000 740649 121477 5580405 4615871 38167 530562 233367 4951233 4201542 525366 -111037 4615871 3517048 55115 629379 4201542 3346231 41775 129042 3517048 0.43730 0.56270 0 0 5385377 5385377 39630999 17510348 22120651 3135856 2116113 1019743 120455 61961 58494 28584265 MONEY MARKET FUNDS 103003 F MUTUAL FUNDS 8412834 F OTHER 4799 F CERTIFICATES OF DEPOSIT 200000 F 8720636 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 766774 BOND CLOSING COST, NET 83226 CONSTRUCTION IN PROGRESS 1720704 2570704 X 49391098 819297 65920 885217 48505881 0 48505881 46911740 0 46911740 0 46911740 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 STATEMENT 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, 2014 AND 2013. THE ORGANIZATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS AND GENERALLY REMAIN OPEN FOR THE MOST RECENT THREE YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CARRYING VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 65,920. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 MARTURANO VINCENT J PRESIDENT, CEO 279625 0 32500 0 600 0 25906 0 14061 0 352692 0 0 0 MCFARLANE KEENYN EXEC VP, CFO 149039 0 5000 0 0 0 0 0 13643 0 167682 0 0 0 RUSSELL JEFFREY P EXEC VP, COO 167320 0 15000 0 0 0 17424 0 14084 0 213828 0 0 0 KLIER KENNETH SR. VP, SOCIAL SERVICES 120878 0 8000 0 201 0 12088 0 12293 0 153460 0 0 0 DEANE A LINDA SR. VP, CIO 127306 0 3000 0 0 0 14536 0 12768 0 157610 0 0 0 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 A 3800000 3800000 2008 0 0 0 0 B 4600000 4600000 2011 0 0 0 0 A 0 0 0 0 0 0 0 B 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 A 0 B 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 65,920. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.