2014-05-15T06:38:39-05:00 2013-12-31 061009205 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2013-01-01 050268126 OCEAN COMMUNITY YMCA OCEA 4015962894 95 HIGH STREET WESTERLY RI 02891 MAUREEN FITZGERALD PRESIDENT/ CEO 4015962894 2014-05-14 1 MARY KAY CURTISS P01551484 8605614000 2013 2015-11-30 17:44:51Z MAUREEN FITZGERALD 95 HIGH STREET WESTERLY RI 02891 4822685 0 X WWW.OCEANCOMMUNITYYMCA.ORG X 1928 RI TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTH, SPIRIT, MIND AND BODY FOR ALL. 20 20 320 370 0 0 792508 753459 2446431 3074212 -88513 377492 251067 85463 3401493 4290626 0 0 0 0 1749086 2008153 0 0 158665 1507656 2059285 3256742 4067438 144751 223188 15572114 15416079 5511342 5094453 10060772 10321626 X BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL THROUGH PROGRAMS, SERVICES, AND RELATIONSHIPS THAT ARE BASED ON OUR CORE VALUES OF CARING, HONESTY, RESPECT AND RESPONSIBILITY. 0 0 1861168 488715 PROGRAM TITLE, DESCRIPTION: PROGRAM OFFERINGS, HEALTH AND WELLNESS ACTIVITIES.OUR PROGRAMS ARE DESIGNED TO HELP PEOPLE CREATE REALISTIC GOALS FOR SELF-IMPROVEMENT AND EMPHASIZE DISEASE PREVENTION THROUGH REGULAR EXERCISE, PROPER NUTRITION, STRESS MANAGEMENT, AND HEALTH EDUCATION. PROGRAMS FOCUS ON THE PREVENTION OF LIFESTYLE RELATED DISEASES IN CHILDREN, ADULTS, AND FAMILIES. ACTIVITIES INCLUDE INDIVIDUAL AND GROUP EXERCISE PROGRAMS, STRESS MANAGEMENT, NUTRITION, AND FIRST AID/CPR TRAINING. ADDITIONALLY, WE PARTICIPATE IN INITIATIVES THAT ARE DESIGNED TO HELP THE "AT RISK POPULATION" DEVELOP HABITS AND RELATIONS THAT LEAD TO MORE ACTIVE LIFESTYLES. SPORTS PROGRAMS FOR YOUTH, FAMILIES, AND ADULTS PROMOTE TEAMWORK, INTERACTIONS, AND DEVELOPMENT OF SOCIAL AND PHYSICAL SKILLS. FAMILY PROGRAMS DEVELOP AND STRENGTHEN THE FAMILY UNIT BY IMPROVING QUALITY OF TIME THAT FAMILIES SPEND TOGETHER. THE Y BELIEVES THAT FAMILIES ARE THE BEST ENVIRONMENT FOR GROWING AND LEARNING AND DEVELOPING AND NURTURING VALUES. 330646 149326 PROGRAM TITLE, DESCRIPTION: CHILD CARE AND AFTER SCHOOL PROGRAMS.Y CHILD CARE PROGRAMS STRENGTHEN THE FAMILY UNIT BY PROVIDING CONVENIENT, AFFORDABLE ACTIVITIES FOR SCHOOL AGE CHILDREN. THESE PROGRAMS ARE OF HIGH QUALITY, UTILIZING A WELL-DEVELOPED CURRICULUM WHICH IS DELIVERED BY WELL TRAINED STAFF IN SAFE SURROUNDINGS. CHILDREN ARE PROVIDED A STIMULATING ENVIRONMENT IN WHICH THEY CAN LEARN, DEVELOP HEALTHY LIFESTYLES, AND GROW TO THEIR FULLEST POTENTIAL. CHILD CARE INCLUDES BEFORE AND AFTER SCHOOL CARE FOR SCHOOL AGE AND MIDDLE SCHOOL AGE CHILDREN AND BABYSITTING. 257035 2015023 PROGRAM TITLE, DESCRIPTION: MEMBERSHIP, INCLUDING BROAD PROGRAM OFFERINGS.ALL OCEAN COMMUNITY YMCA FACILITIES ARE CHARGED WITH PROVIDING VALUES-BASED OFFERINGS TO THE COMMUNITY IN OUR CORE PROGRAM AREAS OF HEALTH AND WELLNESS, CHILD CARE, CAMPING, LEADERSHIP DEVELOPMENT, AQUATICS, AND SPORTS. IN 2012, 7,755 INDIVIDUALS WERE MEMBERS OF THE Y FACILITIES IN WESTERLY AND WYOMING, RHODE ISLAND. THE YMCA WELCOMES ALL, REGARDLESS OF AGE, RACE, SEX, FAITH, ETHNICITY, ABILITY, OR RELIGION. ALL PERSONS ARE WELCOME AT OUR YMCA, REGARDLESS OF THEIR ABILITY TO PAY. 447074 346724 CAMP AND OTHER - CAMP WATCHAUG SUMMER PROGRAMS, TEEN PROGRAMS, COMMUNITY USE.Y DAY CAMPS OFFER A POSITIVE EDUCATIONAL AND SUPERVISED ALTERNATIVE FOR CHILDREN AGES 3-15 DURING THE SUMMER. DAY CAMPS OFFER ADVENTURE AND LEARNING ACTIVITIES THAT PROVIDE CHALLENGE AND PROMOTE SPIRITUAL AWARENESS, MENTAL DEVELOPMENT, PHYSICAL WELL BEING, SOCIAL GROWTH AND SELF-RESPECT. CAMPING HELPS CHILDREN BECOME AWARE OF THEIR PHYSICAL AND MENTAL CAPABILITIES, TO RECOGNIZE THE VALUE OF COOPERATION, AND TO GAIN CONFIDENCE.TEEN PROGRAMS SUCH AS LEADERS CLUB AND TEEN NIGHTS ENCOURAGE POSITIVE GROWTH EXPERIENCES AND HELP ESTABLISH A POSITIVE SELF-IMAGE AS WELL AS DEVELOPMENT OF INTER-PERSONAL COMMUNICATION SKILLS.THE YMCA MAKES EVERY EFFORT TO GIVE BACK AND SUPPORT ITS LOCAL COMMUNITIES. 447074 346724 2895923 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 1 10 0 1 320 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 RI X X MAUREEN FITZGERALD 4016374960 95 HIGH STREET WESTERLY RI 02891 WILLIAM NARDONE CHAIR 2.00 X X 0 0 0 EDWIN P SMITH VICE-CHAIR 1.00 X X 0 0 0 JULIE PALMER TREASURER 1.00 X X 0 0 0 MARC GINSBERG SECRETARY 1.00 X X 0 0 0 DAVID S CAMERON MD MEMBER 1.00 X 0 0 0 MARGARET F AUSTIN MEMBER 1.00 X 0 0 0 JEFFREY BRENNAN MEMBER 1.00 X 0 0 0 DAVID DEVAULT MEMBER 1.00 X 0 0 0 PETER GUILLE MEMBER 1.00 X 0 0 0 KATHERINE W HOXSIE CPA MEMBER 1.00 X 0 0 0 JAN CHAMBERLAIN MEMBER 1.00 X 0 0 0 ROBERT LIGUORI MEMBER 1.00 X 0 0 0 ROGEAN MAKOWSKI MEMBER 1.00 X 0 0 0 JOHN PAUL MORALES MEMBER 1.00 X 0 0 0 PAUL GENCARELLA JR MEMBER 1.00 X 0 0 0 MICHAEL A PLANETA MEMBER 1.00 X 0 0 0 MARK REYNOLDS MEMBER 1.00 X 0 0 0 JAMES KADAMUS MEMBER 1.00 X 0 0 0 MALCOLM MAKIN CFP CVO MEMBER 1.00 X 0 0 0 J CHRISTOPHER PHILLIPS MEMBER 1.00 X 0 0 0 MAUREEN FITZGERALD PRESIDENT AND CEO 40.00 X X 162704 0 16697 TIMOTHY BABCOCK VICE PRESIDENT 40.00 X 93625 0 20644 ISABELLA ZAGARE FINANCE DIRECTOR 40.00 X 78592 0 15155 334921 0 52496 1 0 1 0 AZ CORPORATION 46 NORWICH WESTERLY ROAD NORTH STONINGTON CT 063590370 WESTERLY RENOVATIONS 1177406 1 99312 654147 85889 753459 MEMBERSHIP DUES/GUEST 713940 2015023 2015023 PROGRAM FEES 713940 1059189 984765 74424 3074212 46121 46121 549326 161413 379368 0 169958 161413 331371 331371 124206 99312 134556 -10350 -10350 19821 18135 1686 1686 OTHER INCOME 900099 94127 94127 94127 4290626 2999788 0 537379 387417 70170 205496 111751 1313541 1198083 102898 12560 175005 100644 55720 18641 132190 102437 20137 9616 101289 33095 68194 58622 37862 16263 4497 117955 66729 51226 430149 420266 9883 52838 44196 8642 45327 10324 35003 199256 27637 171619 521789 420224 101565 68250 35600 32650 EQUIPMENT RENT/MAINTENA 299622 270162 29460 DUES 52165 43846 8319 112023 14648 95775 1600 4067438 2895923 1012850 158665 64698 203773 1237565 227665 525536 435982 10270 225000 8703 23301 16425782 4019516 11417976 12406266 1587653 1665142 62995 55121 441988 388559 15572114 15416079 657482 385628 4000000 3890665 680071 625213 170000 185000 3789 7947 5511342 5094453 X 8920687 9668981 1118085 630645 22000 22000 10060772 10321626 15572114 15416079 223188 37666 0 X X 0 1 X 1 0 X 3826773 1903820 2794275 2295830 2768482 13589180 3826773 1903820 2794275 2295830 2768482 13589180 13589180 50311 40308 52352 39796 46121 228888 58161 36776 46787 -4396 95813 233141 14051209 4258789 0.96710 0.97050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1135353 214801 96716 9347 1244091 1179724 5402 97023 138400 8396 1135353 1272030 40086 109578 8505 1179724 1211946 214653 146039 8530 1272030 1125289 232747 136710 9380 1211946 0.00760 0.01770 0.97470 0 0 772038 772038 13584110 3360667 10223443 1013321 181792 831529 990635 424972 565663 65678 52085 13593 12406266 CUSTODIAL LIABILITY 7947 7947 GOLF TOURNAMENT 45836 45836 550 9740 9928 25618 WINE TASTING/AUCTION 55395 34505 20890 30260 804 4798 2 122287 64807 57480 45251 2013 5594 223518 99312 124206 76061 11753 10732 36010 134556 -10350 X 0 0 X X X 0 0 0 0 0 0 0 0 0 MAUREEN FITZGERALD PRESIDENT AND CEO 162704 0 0 0 0 0 0 0 16697 0 179401 0 159626 0 A ECONOMIC DEVELOPMENT CORPORATION 050356994 2010-12-29 1360000 RENOVATION OF THE WESTERLY FACILITY 1 1 0 B ECONOMIC DEVELOPMENT CORPORATION 050356994 2010-12-29 2640000 RENOVATION OF THE WESTERLY FACILITY 1 1 0 A 114263 1360000 0 0 1 1 B 228527 2640000 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 B 0 0 0 0 0 0 0 0 0 A 0 B 0 JEFFREY BRENNAN BOARD MEMBER - OFFICER OF VENDOR 9636 UNITED BUILDERS SUPPLY CO., INC. - THE MEMBER OF OCEAN COMMUNITY YMCA BOARD IS ALSO THE VICE PRESIDENT OF UNITED BUILDING SUPPLY, FROM WHICH OCEAN YMCA PURCHASES MATERIALS. 0 DAVID DEVAULT BOARD MEMBER - OFFICER OF VENDOR 4704244 THE WASHINGTON TRUST COMPANY - THE MEMBER OF THE OCEAN COMMUNITY YMCA BOARD IS ALSO AN OFFICER OF A LOCAL BANK THAT PROVIDES BANK SERVICES TO OCEAN YMCA. $4MILLION OF BONDS ISSUED WERE PURCHASED BY THE WASHINGTON TRUST; ALSO PAYMENTS ON EXISTING LOAN AND LINE OF CREDIT, TRUST INVESTMENT FEES AND MERCHANT BANK FEES. 0 ROGEAN MAKOWSKI BOARD MEMBER - OFFICER OF VENDOR 4704244 THE WASHINGTON TRUST COMPANY- THE MEMBER OF OCEAN COMMUNITY YMCA BOARD IS ALSO AN OFFICER OF A LOCAL BANK THAT PROVIDES BANKING SERVICES TO OCEAN YMCA. FOR DESCRIPTION OF TRANSACTIONS ASSOCIATED WITH THIS INDIVIDUAL, PLEASE SEE THAT PROVIDED FOR MR. DEVAULT. 0 KATHERINE HOXSIE BOARD MEMBER - DIRECTOR OF VENDOR 4704244 THE WASHINGTON TRUST COMPANY- THE MEMBER OF OCEAN COMMUNITY YMCA BOARD IS ALSO A DIRECTOR OF A LOCAL BANK THAT PROVIDES BANKING SERVICES TO OCEAN YMCA. FOR DESCRIPTION OF TRANSACTIONS ASSOCIATED WITH THIS INDIVIDUAL, PLEASE SEE THAT PROVIDED FOR MR. DEVAULT. 0 THE WASHINGTON TRUST COMPANY VENDOR 4704244 THE INSTITUTION IS A LOCAL BANK THAT PROVIDES BANKING SERVICES, LOANS, AND INVESTMENT MANAGEMENT SERVICES TO OCEAN YMCA. 0 X 4 4632 FAIR MARKET VALUE X AUCTION ITEMS 0 75511 FAIR MARKET VALUE X DECOR 0 4746 FAIR MARKET VALUE X AUCTIONEER 1 1000 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION IS A SOLE MEMBER OF MYSTIC YMCA. FORM 990, PART VI, SECTION A, LINE 7B AT THE ANNUAL MEETING, THE MEMBERS ELECT THE NEW INCOMING CLASS OF BOARD MEMBERS, APPROVE THE PRIOR ANNUAL MEETING MINUTES,AND RATIFY THE NOTICE OF THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT VERSION WAS SENT TO BOARD MEMBERS PRIOR TO THE FILING. BOARD MEMBERS WERE INVITED TO MAKE INQUIRIES OR COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS, COMMITTEE MEMBERS, AND SENIOR STAFF ARE REQUIRED TO FILL OUT A DISCLOSURE STATEMENT ANNUALLY. THE STATEMENTS ARE REVIEWED BY THE AUDIT COMMITTEE AND KEPT IN THE ADMINISTRATIVE OFFICES. FORM 990, PART VI, SECTION B, LINE 15 ANNUAL REVIEWS ARE PERFORMED BY APPROPRIATE SUPERVISORS OR, IN THE CASE OF THE CEO, BY THE EXECUTIVE COMMITTEE OF THE BOARD. COMPENSATION IS REVIEWED BY REFERRING TO COMPARABLE POSITIONS WITHIN THE YMCA NATIONAL DATABASE AVAILABLE THROUGH THE Y USA ORGANIZATION AND OTHER SIMILARLY SIZED, LOCAL ORGANIZATIONS. DOCUMENTATION OF THIS COMPARATIVE STUDY IS KEPT ON FILE. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 ARE AVAILABLE ON REQUEST, AT THE OCEAN COMMUNITY YMCA WEBSITE, OR AT WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON REQUEST. PART XII, LINE 2C NEITHER PROCESS HAS CHANGED SINCE LAST YEAR. YMCA OF MYSTIC CT INC 1 HARRY AUSTIN DR MYSTIC CT 06355 060635382 TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE. CT 501(C)(3) 7 OCEAN COMMUNITY YMCA 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0