2013-08-15T08:35:54-05:00 2012-12-31 560747981 DIXON HUGHES GOODMAN LLP 701 TOWN CENTER DRIVE SUITE 700 NEWPORT NEWS VA 236064295 990 2012-01-01 540524905 PENINSULA METROPOLITAN YMCA PENI 7572237925 41 OLD OYSTER POINT ROAD SUITE C NEWPORT NEWS VA 23602 DANNY L CARROLL 7572237925 2013-08-12 1 HUGH BARLOW P00422004 7578731033 2012 2016-02-24 21:20:13Z DANNY L CARROLL 41 OLD OYSTER POINT ROAD SUITE C NEWPORT NEWS VA 23602 21341345 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 30 1500 3547 0 0 2583872 2271968 15409957 15711813 320609 208274 563813 659461 18878251 18851516 5000 5000 0 0 10553763 10951893 0 0 134171 6792378 7042637 17351141 17999530 1527110 851986 45557219 46309378 17956650 17459783 27600569 28849595 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: BUILDING 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 11475648 10881355 HEALTHY LIVING.THE YMCA VIEWS HEATH 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 2012, 604,481 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.IN 2012, THE YMCA PROVIDED AQUATICS PROGRAMS FOR 214,842 PEOPLE. INFANTS THROUGH SENIORS TOOK PROGRESSIVE SWIM CLASSES, PARTICIPATED IN OUR AQUATIC EXERCISE PROGRAMS, AND PARTICIPATED IN OUR ARTHRITIS AQUATICS CLASSES. TEENS LEARNED LIFEGUARDING SKILLS IN OUR LIFEGUARD CLASSES.YMCA SPORTS AND RECREATIONAL PROGRAMS PROMOTE AN APPRECIATION OF ONES 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 2012, 36,090 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. 3916440 4640578 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 2012, 35,352 CHILDREN ATTENDED AFTERSCHOOL PROGRAMS AT FIFTEEN DIFFERENT CHILD CARE SITES AND 10,023 CHILDREN ATTENDED PRESCHOOL PROGRAMS AT SIX 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. YMCA 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 YMCA CAMP PROGRAM ENABLES THESE PARENTS TO REMAIN GAINFULLY AND PRODUCTIVELY EMPLOYED. IN 2012, 15,248 CHILDREN PARTICIPATED IN YMCA DAY CAMP AND TEEN CAMP PROGRAMS. AS IN THE CASE OF 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 2012 6,172 MIDDLE AND HIGH SCHOOL TEENS ATTENDED TEEN NIGHTS REFLECTING THE GROWING AWARENESS THAT ADOLESCENTS NEED STRUCTURE AND ACTIVITIES, ESPECIALLY IN THE AFTER-SCHOOL HOURS. 299658 5000 319745 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 2,295 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 HAVE 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 A FULLY ACCREDITED, TITLE I SCHOOL AND FOR THE 6TH YEAR 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. THE ORGANIZATION IS A LEARNING ORGANIZATION THAT IS RESPONSIVE TO NEW CHALLENGES. FOR EXAMPLE, IN RESPONSE TO AN INCREASE IN DISCIPLINE REPORTS AMONG SOME OF OUR BOYS, WE LAUNCHED A NEW GROUP NAMED: MEN OF DISTINCTION, MENTORED BY THE ASSISTANT PRINCIPAL AND LOCAL VOLUNTEERS. THE GROUP IS COMPRISED OF THE BOYS WHO WERE EXHIBITING NEGATIVE BEHAVIORS COMBINED WITH A NUMBER OF THEIR POSITIVELY BEHAVED PEERS. IN A SHORT PERIOD OF TIME, THIS GROUP HAS MADE SIGNIFICANT PROGRESS TOWARDS POSITIVE BEHAVIORS AND HAVE BECOME A MODEL GROUP OF LEADERS WITHIN THE SCHOOL FOR OTHER STUDENTS TO EMULATE.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 2012, 899 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 PENNYS, TARGET OR WAL-MART. 3.) JOURNEY TO FREEDOM THIS 8-WEEK GROUP STUDY THAT TEACHES PARTICIPANTS HOW TO IDENTIFY AREAS IN THEIR LIFE THAT NEEDS TO CHANGE. JOURNEY TO FREEDOM LAYS THE FOUNDATION FOR TRANSFORMATION AND ENCOURAGES CLASS PARTICIPANTS TO CREATE A PERSONAL PLAN OF ACTION TO BRING ABOUT SUCCESSFUL AND LASTING CHANGE. THE PROGRAM WORKS THROUGH SMALL GROUPS THAT OFFER A SAFE, ENCOURAGING PLACE FOR HONEST DIALOGUE. 4.)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. 5.)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 COUNTRYS AND THE YMCA EFFORTS 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 2,063 CHILDREN AND 1,202 ADULTS PARTICIPATING AT 11 DIFFERENT LOCATIONS. 6.)IGNITECHILDHOOD OBESITY IS A GROWING CONCERN. THE PENINSULA METROPOLITAN YMCA DEVELOPED A NEW PROGRAM IN 2005 TO COMBAT THIS GROWING PROBLEM. IGNITE (INTERACTIVE. GAMES. NUTRITION. INSPIRATION THROUGH EDUCATION) WAS CAREFULLY CRAFTED BY YMCA PROFESSIONALS AND REGISTERED DIETICIANS TO EDUCATE THE COMMUNITY IN THE AREA OF NUTRITION, HEALTHY FOOD SELECTION, AND PREPARATION. 7.)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. 15691746 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 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 38 0 1 1500 1 0 0 0 0 1 1 1 1 0 0 0 1 0 X 34 30 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 D YOUNG CFO 7572237925 41 OLD OYSTER POINT ROAD SUITE C NEWPORT NEWS VA 23602 BETSY RIPLEY 1.00 X 0 0 0 BRETT NOLL 1.00 X 0 0 0 BRUCE HOOGSTRATEN 1.00 X 0 0 0 DAVID PLUMMER 1.00 X 0 0 0 DEBRA FLORES 1.00 X X 0 0 0 DONALD BUCKLESS 1.00 X 0 0 0 DONNA CALLIS 1.00 X 0 0 0 DR ELIZABETH YOUNG 1.00 X 0 0 0 DWIGHT WEST III 1.00 X 0 0 0 FRANK A EDGAR JR 1.00 X 0 0 0 GREG WHITE 1.00 X 0 0 0 JEFF WHITAKER 1.00 X 0 0 0 JONATHAN BUCK 1.00 X X 0 0 0 LEIGH HOUGHLAND 1.00 X 0 0 0 LESLIE SCHULTZ 1.00 X 0 0 0 MARY LUGO 1.00 X 0 0 0 MICHAEL COLE 1.00 X 0 0 0 MYRTLE PHILLIPS 1.00 X 0 0 0 NHU YEARGIN 1.00 X 0 0 0 PATRICK PARCELLS 1.00 X 0 0 0 PATRICK WALKER 1.00 X 0 0 0 PETER HENDERSON 1.00 X 0 0 0 RANDY HILDEBRANDT 1.00 X 0 0 0 RENNE ROUNTREE 1.00 X 0 0 0 ROBERT BROWN SR 1.00 X 0 0 0 ROBERT F SHUFORD JR 1.00 X 0 0 0 ROBYN HANSEN 1.00 X X 0 0 0 RONALD A PERRY 1.00 X 0 0 0 T N HUNNICUTT III 1.00 X 0 0 0 THOMAS W MORRIS JR 1.00 X 0 0 0 TRICIA WHITE 1.00 X 0 0 0 WILLIAM C COWARDIN JR 1.00 X 0 0 0 WILLIAM ERMATINGER 1.00 X X 0 0 0 ZORAN PAJEVIC 1.00 X 0 0 0 DANNY L CARROLL 40.00 X 255366 0 38796 SANDRA D YOUNG 40.00 X 95537 0 19724 THOMAS CARNEVALE 40.00 X 110921 0 21608 461824 0 80128 2 0 1 0 0 106946 31864 717492 1415666 32312 2271968 MEMBERSHIP DUES 624100 11087571 11087571 ALL PROGRAMS 624100 4624242 4624242 15711813 129950 129950 307517 40886 266631 266631 266631 2358173 2279849 78324 78324 78324 356831 31864 149927 206904 206904 9580 3262 6318 6318 65648 15905 49743 49743 MISCELLANEOUS INCOME 624100 129865 129865 129865 18851516 15841678 0 737870 5000 5000 541953 541953 8741457 7781080 880044 80333 557521 462771 85513 9237 339196 275655 58184 5357 771766 664922 101139 5705 24000 24000 900 900 660297 569966 72031 18300 108326 66225 39202 2899 1560332 1403150 153319 3863 188429 188429 2010791 1975392 35399 190692 146909 40115 3668 208073 145373 60460 2240 178566 178566 1812710 1738956 73754 MISCELLANEOUS 77371 77371 DUES 22150 11981 7600 2569 17999530 15691746 2173613 134171 5394035 5726692 2807978 1268772 2607197 2200429 3714 3774 137085 168823 47095027 14868308 31737694 32226719 2868766 4713419 750 750 45557219 46309378 530689 681884 295375 359175 16296640 15735107 99404 76613 734542 607004 17956650 17459783 X 25932043 27539476 1661526 1303119 7000 7000 27600569 28849595 45557219 46309378 X 851986 282648 114392 X X 0 1 X 1 0 X 3919874 2412823 5174228 2583872 2271968 16362765 14704510 15579526 14860062 15409957 15711813 76265868 314744 217539 313368 300993 432059 1578703 18939128 18209888 20347658 18294822 18415840 94207336 3000 1003000 3000 9300 1018300 0 3000 1003000 3000 9300 1018300 93189036 279852 485458 488031 480300 437467 2171108 279852 485458 488031 480300 437467 2171108 74064 79252 133082 93224 129865 509487 19293044 18774598 20968771 18868346 18983172 96887931 0.96180 0.94790 0.02240 0.02290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 900 0 0 900 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: THE PENINSULA METROPOLITAN YMCA CONTRIBUTED $3,000 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. 1619915 448612 212843 5000 92978 26212 2157180 1703973 84550 111084 5000 256151 18541 1619915 1449093 106795 216414 5000 49073 14256 1703973 832865 161688 551867 5000 75555 16772 1449093 1368147 286663 -654845 5000 142133 19967 832865 0.60370 0.00320 0.39310 0 0 526686 526686 38409367 9171236 29238131 378912 35160 343752 7736409 5661912 2074497 43653 43653 32226719 UNREALIZED LOSS ON INTEREST RATE SWAP 591501 CAPITAL LEASE 15503 607004 X 20642003 282648 1170902 126957 1580507 19061496 -209980 -209980 18851516 19392977 1170902 222545 1393447 17999530 0 17999530 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE Y HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS, HOWEVER FISCAL YEARS ENDING ON OR AFTER DECEMBER 31, 2009 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED GAIN ON HEDGED INTEREST RATE SWAP 114,392. RECLASS OF INCOME RELATED TO FORFEITED EMPLOYEE BENEFITS 12,565. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF COST OF GOODS SOLD -15,905. RECLASS RENTAL EXPENSE -40,886. RECLASS DIRECT EXPENSES OF FUNDRAISING EVENTS -149,927. RECLASS DIRECT EXPENSES OF BINGO -3,262. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF COST OF GOODS SOLD 15,905. RECLASS OF RENTAL EXPENSES 40,886. RECLASS DIRECT EXPENSES OF FUNDRAISING EVENTS 149,927. RECLASS DIRECT EXPENSES OF BINGO 3,262. RECLASS OF EXPENSE RELATED TO FORFEITED BENEFITS 12,565. PART V, LINE 4 - INTENDED USES OF ENDOWMENT FUND: THE ENDOWMENT FUND OF THE PENINSULA METROPOLITAN YMCA WAS ESTABLISHED TO SUPPORT THE MISSION OF OUR YMCA. OUR ENDOWMENT FUND BUILDS LONG-TERM STABILITY FOR THE FUTURE OF OUR YMCA BY PROVIDING AN ADDITIONAL SOURCE OF INCOME TO MEET AN INCREASING DEMAND FOR LOCAL PROGRAMS AND SERVICES. THE METROPOLITAN BOARD OF DIRECTORS GOVERNS THE USE OF OUR ENDOWMENT FUND AND WILL IDENTIFY THE MISSION RELATED PROGRAMS AND SERVICES FOR WHICH THE FUNDS WILL BE USED. CURRENTLY DISTRIBUTIONS HAVE BEEN LIMITED TO $9,248 FOR SECOND GRADE LEARN-TO-SWIM PROGRAMS, A $5,000 ANNUAL SCHOLARSHIP AWARD, $25,920 ANNUAL PAYMENT FOR LEASE OF LAND AT THE RF WILKINSON BRANCH, SUPPORT OF THE YOUTH PROGRAMS IN THE NORTHERN NECK BRANCH AND THE VARIOUS ADMINISTRATIVE AND MEETING COSTS RELATED TO THE ENDOWMENT FUND. PART VI,LINE 1E: THE $43,653 REPRESENTS CONSTRUCTION IN PROGRESS AT OUR CORPORATE OFFICE AND MATHEWS BRANCH. FIRST TEE GOLF TOURNAMENT 42515 42515 14018 3053 WILLIAMSBURG FESTIVAL OF THE TREES 63526 63526 2301 5735 2640 10 282654 31864 250790 122180 388695 31864 356831 16319 5735 127873 149927 206904 X X 0 0 X X X X X 0 0 0 0 0 0 0 0 0 DANNY L CARROLL 244408 0 10958 0 0 0 30000 0 8796 0 294162 0 0 0 PART I, LINE 1A PART I, LINE 1A: TRAVEL FOR COMPANIONS: CEO SPOUSE TRAVEL HAS BEEN AUTHORIZED WITH APPROVAL OF EXECUTIVE COMMITTEE - NO WRITTEN POLICY. SPOUSE UTILIZES YMCA CREDIT CARD SKY MILES - COACH CLASS (NO CASH EXCHANGES HANDS). SPOUSE STAYS IN SAME ROOM AS CEO AND ALL MEALS ARE REIMBURSED BY THE YMCA. HEALTH OR SOCIAL CLUB DUES OR 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 1105336 5000000 23017 4976983 2007 0 0 1 1 B 1105336 5000000 19173 4980827 2007 0 0 1 1 C 84667 2044516 56842 1987674 2012 0 0 1 1 D 80500 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 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 0 0 0 0 D 0 0 0 0 1 0 0 0 0 PETE HENDERSON MEMBER OF BOARD OF DIRECTORS 173870 IN 2012, THE PENINSULA METROPOLITAN YMCA ENGAGED HENDERSON CONSTRUCTION FOR BUILDING AND CONTRACT SERVICES EQUATING TO A NET $173,870 IN CONSTRUCTION CHANGE ORDERS FOR WORK PERFORMED AT THE LUTER FAMILY YMCA. PETE HENDERSON OWNS HENDERSON CONSTRUCTION. 0 DEBRA FLORES MEMBER OF BOARD OF DIRECTORS 140294 SENTARA HOSPITAL AND THE PENINSULA METROPOLITAN YMCA HAVE A STRATEGIC ALLIANCE. SENTARA PAYS RENT TO THE YMCA IN THE MOUNT OF $140,294 FOR USE OF FACILITY SPACE, AND THE YMCA PAYS RENT TO SENTARA IN THE AMOUNT OF $25,920 FOR THE USE OF LAND FOR THE RF WILKINSON FAMILY YMCA. DEBRA FLORES IS AN EXECUTIVE AT SENTARA HOSPITAL. 0 ROBERT BROWN MEMBER OF BOARD OF DIRECTORS 222508 IN 2012, THE PENINSULA METROPOLITAN YMCA CONTRACTED FOR THE PURCHASE OF ADDITIONAL ADMINISTRATIVE SPACE FOR YMCA CORPORATE OFFICES FROM ROBERT BROWN AND ASSOCIATES. ROBERT BROWN OWNS ROBERT BROWN AND ASSOCIATES. 0 X 7 32312 STOCK EXCHANGE VALUE 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 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 RETURNS. 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 RETURNS. THE TAX RETURNS ARE FILED ONCE THE AUDIT & FINANCE COMMITTEE IS SATISFIED AND ACCEPTS THE DRAFT. FORM 990, PART VI, SECTION B, LINE 12C 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 WILL BE USED TO TRACK THE SPECIFICS OF MEMBER ACKNOWLEDGEMENT. THE EXECUTIVE COMMITTEE OF THE PENINSULA METROPOLITAN YMCA WILL REVIEW THE COMPILED OUTPUT OF THIS SURVEY ON AN ANNUAL BASIS. DURING BOARD OF DIRECTORS MEETINGS, THE QUESTION OF CONFLICT OF INTEREST WILL ALSO BE ASKED BEFORE A VOTE IS CALLED. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS AND DETERMINES THE SALARY OF THE KEY EMPLOYEES OF THE YMCA FORM 990, PART VI, SECTION C, LINE 19 OUR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: UNREALIZED GAIN ON HEDGED INTEREST RATE SWAP 114,392. 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