2013-07-22T13:11:22-05:00 2012-12-31 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2012-01-01 350886850 METROPOLITAN YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER FORT WAYNE % MICK SOKOLOWSKI METR 2604226488 347 WEST BERRY STREET SUITE 500 Suite FORT WAYNE IN 46802 MARTIN PASTURA 2604226488 2013-11-15 true Joyce A Dulworth 2604604000 2012 2016-02-24 21:20:13Z MARTIN PASTURA 347 W BERRY STREET SUITE 500 FORT WAYNE IN 46802 20694341 false X FWYMCA.ORG X 1858 IN THE YMCA OF GREATER FORT WAYNE HAS STRENGTHENED OUR COMMUNITY THROUGH OUR MISSION, "TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND, AND BODY FOR ALL." 21 21 1136 235 0 0 1676137 5634290 11836949 12397015 271331 325574 340495 201662 14124912 18558541 1502915 1453771 0 0 6823963 7043054 0 0 256789 5383291 5650814 13710169 14147639 414743 4410902 36396303 42692041 2187532 3670486 34208771 39021555 X THE MISSION OF THE YMCA IS "TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL." THIS IS TO BE ACHIEVED THROUGH THE VARIOUS PROGRAMS AND SERVICES OF THE YMCA. false false 6130583 683272 5849624 HEALTH, WELL BEING & FITNESS: IN 2012, THE YMCA OF GREATER FORT WAYNE CONTINUED OUR FOCUS ON BUILDING A HEALTHIER COMMUNITY BY SERVING 75,000 INDIVIDUALS THROUGH Y MEMBERSHIPS AND AN ADDITIONAL 15,000 THROUGH EXTENSIVE YOUTH AND ADULT PROGRAMMING. IN KEEPING WITH OUR COMMITMENT TO TURN NO ONE AWAY BECAUSE OF INABILITY TO PAY, THE ASSOCIATION AWARDED NEARLY $1.2 MILLION IN MEMBERSHIP/PROGRAM FINANCIAL ASSISTANCE TO MORE THAN 15,000 YOUTH, ADULTS AND FAMILIES IN NEED IN 2012. IN 2012, FAMILY DEVELOPMENT PROGRAMS AND EVENTS ENHANCED THE OVERALL WELL-BEING OF 4,140 FAMILY MEMBERS. ACTIVITIES INCLUDED HOLIDAY EVENTS, PARENTS' NIGHT OUT, FAMILY FUN NIGHTS, FAMILY GAME NIGHTS, AND HEALTHY KIDS DAY. THE YMCA YOUTH SERVICE BUREAU BRANCH IMPROVES THE WELL-BEING OF AT-RISK YOUTH AND THEIR FAMILIES WITH ITS COMPREHENSIVE CRISIS AND INTERVENTION SERVICES. PROGRAMS ARE DESIGNED TO KEEP YOUTH OUT OF THE COURT SYSTEM AND ONTO THE PATH OF SUCCESS BY COMPLETING THEIR EDUCATION. IN 2012, 1,316 YOUTH AND THEIR FAMILIES WERE SERVED THROUGH THE STATUS OFFENDER COURT ALTERNATIVE PROGRAM, FAMILY SUPPORT CONFERENCING AND THE ANTI-GRAFFITI NETWORK. OTHER HEALTH, WELL-BEING AND FITNESS PROGRAMS INCLUDED THE YMCA DIABETES PREVENTION PROGRAM, OBESITY WELLNESS NETWORK, PERSONAL TRAINING, NUTRITIONAL COACHING, SILVER SNEAKERS, WEIGHT MANAGEMENT, FINANCIAL PEACE UNIVERSITY, AMERICAN RED CROSS SAFETY COURSES, AND LIFEGUARDING CLASSES. 2347883 261679 2240281 SWIM, SPORTS & PLAY: YOUTH SPORTS, SUCH AS SWIMMING, FLAG FOOTBALL, VOLLEYBALL AND BASKETBALL PROVIDE YOUTH WITH AN OPPORTUNITY TO DEVELOP GOOD SPORTSMANSHIP, LEARN FUNDAMENTAL MOTOR SKILLS, UNDERSTAND THE IMPORTANCE OF TEAMWORK, MAINTAIN GOOD HEALTH AND MAKE NEW FRIENDS. IN 2012, THE YMCA PROVIDED SWIMMING LESSONS TO 3,112 CHILDREN AND 3,850 YOUTH PARTICIPATED IN OUR YOUTH SPORTS PROGRAMS. 2217445 247141 2115821 CHILD CARE: THE YMCA IS THE LARGEST PROVIDER OF BEFORE AND AFTER SCHOOL CARE IN THE COMMUNITY. THE YMCA'S BEFORE AND AFTER SCHOOL PROGRAMS HELP CHILDREN DEVELOP THEIR INTELLECTUAL, PHYSICAL AND SOCIAL ABILITIES, WITH A GOAL OF INCREASING THEIR EDUCATIONAL SUCCESS. IN 2012, WE PROVIDED 1,834 YOUTH WITH EDUCATIONAL, SOCIAL AND PHYSICAL ACTIVITIES IN A SAFE ENVIRONMENT WITH NURTURING STAFF. DURING THE SUMMER, OUR DAY CAMPS, RESIDENT CAMP AND SUMMER LEARNING PROGRAM SERVED 1,481 YOUTH, EXPOSING THEM TO A VARIETY OF INDOOR AND OUTDOOR LEARNING EXPERIENCES, AS WELL AS EDUCATIONAL AND RECREATIONAL FIELD TRIPS. SEE SCHEDULE O 2347883 261679 2240282 13043794 true true false true false false false false false true true false false false true false true false false false false false false false true false false false true true false false false false false false true false false false false false false true false false false true 34 0 true 1136 true false false false false false true true false false false false X 21 21 true false false false false false false true true false true true true true true true true true true true false IN X X MICK SOKOLOWSKI 2604226488 347 W BERRY ST SUITE 500 FORT WAYNE IN 46802 REED MILLER 2.0 X X 0 0 0 STEVE DOAN 2.0 X X 0 0 0 TOM KIMBROUGH 2.0 X X 0 0 0 JEFF TANER 2.0 X X 0 0 0 THOMAS BEAVER 1.0 X 0 0 0 MARY BELL 1.0 X 0 0 0 MIKE BROWNING 1.0 X 0 0 0 WALTER ERVINS 1.0 X 0 0 0 JOHN HENRY III 1.0 X 0 0 0 STEVE HERENDEEN 1.0 X 0 0 0 ANGELA HUGHES 1.0 X 0 0 0 RAY KELLER 1.0 X 0 0 0 KEN LIZER 1.0 X 0 0 0 BRUCE MENSHY 1.0 X 0 0 0 MIKE MOELLERING 1.0 X 0 0 0 JILL PERILLO 1.0 X 0 0 0 HEATHER PRESLEY-COWEN 1.0 X 0 0 0 RICK SAMEK 1.0 X 0 0 0 TRACY SHELLABARGER 1.0 X 0 0 0 GERALD WITTE 1.0 X 0 0 0 DAVE YOUNG 1.0 X 0 0 0 MARTIN PASTURA 45.0 X 170127 0 33707 MICK SOKOLOWSKI 45.0 X 82185 0 11055 CHRIS ANGELLATTA 45.0 X 55523 0 9690 307835 0 54452 1 false true false DAXKO 600 UNIVERSITY PARK PLACE BIRMINGHAM AL 35209 SOFTWARE 108822 MICHAEL KINDER PO BOX 10572 FORT WAYNE IN 46853 CONSTRUCTION 968024 SOURCE ONE SOLUTIONS 2135 SPY RUN AVE FORT WAYNE IN 46805 IT SERVICES 134904 WEIGAND CONSTRUCTION 7808 HONEYWELL DR FORT WAYNE IN 46825 CONSTRUCTION 1077646 MOAKE PARK 202 W BERRY STREET SUITE 630 FORT WAYNE IN 46802 ARCHITECT SERVICES 185049 5 110294 32489 212004 5279503 5634290 PROGRAM SERVICE 713940 3528353 3528353 MEMBERSHIP DUES 713940 8790458 8790458 MEMBER/PARTICIPANT REVENUE 713940 78204 78204 12397015 219467 219467 0 0 181241 181241 0 181241 181241 2189789 37253 2103150 17785 86639 19468 106107 19468 86639 5761 32489 14865 -9104 -9104 0 0 OTHER INCOME 900099 29525 29525 29525 18558541 12446008 478243 0 1453771 1453771 0 0 360638 32458 269579 58601 55119 52603 1406 1110 5462181 5212806 139324 110051 313507 256121 37014 20372 388763 319046 52132 17585 462846 412649 35890 14307 0 5036 5036 31125 31125 0 0 26930 26930 468986 420074 48912 164987 162226 2761 800483 749138 23705 27640 198741 184636 9574 4531 0 1844272 1824688 19584 156025 142518 12425 1082 0 88146 76629 10667 850 17421 17421 113133 112473 660 1483479 1382880 100599 158724 157039 1685 MISCELLANEOUS 93326 92039 1287 14147639 13043794 847056 256789 1855 2303 929329 830144 754376 4383939 32462 57271 0 0 0 0 0 0 7624 5124 74844 48591 46678950 14651401 29521562 32027549 3835015 3273310 52000 52000 0 0 0 0 1187236 2011810 36396303 42692041 354978 2158973 0 0 1147109 1132495 660000 360000 0 0 0 0 0 0 0 0 25445 19018 2187532 3670486 X 31373370 32651895 1155862 4613263 1679539 1756397 34208771 39021555 36396303 42692041 X 4410902 252668 97600 51614 X false true X true false X 9856287 11450539 10301572 10289954 14424748 56323100 3168685 3155886 3228154 3323255 3606557 16482537 0 0 0 13024972 14606425 13529726 13613209 18031305 72805637 515000 693500 205380 195000 264900 1873780 0 515000 693500 205380 195000 264900 1873780 70931857 233029 178045 113190 115049 400708 1040021 0 233029 178045 113190 115049 400708 1040021 0 444015 427693 390261 357809 29525 1649303 13702016 15212163 14033177 14086067 18461538 75494961 0.93956 0.93236 0.01378 0.01385 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true false true 4019 4019 false false PAGE 3 SCHEDULE C, PART II-B, LINE 1I PAID LEGISLATIVE ADVOCATE SHARED BY ALL INDIANA YMCA'S. 3870038 126110 448726 1092634 26930 3325310 3892020 71520 -8977 73041 11484 3870038 3983671 52338 363509 488881 18617 3892020 3401342 35471 656400 93035 16507 3983671 4487589 211242 -1183943 99511 14035 3401342 0.73000 0.27000 true false 2086532 2086532 36856108 10969691 25886417 130624 121620 9004 235789 220423 15366 7369897 3339667 4030230 32027549 0 FUNDS HELD FOR OTHERS 19018 19018 17437370 252668 97600 9104 359372 17077998 26930 1453613 1480543 18558541 12651444 9104 9104 12642340 26930 1478369 1505299 14147639 PAGE 2 PART V LINE 4: THE YMCA HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPTS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS AND OTHER ITEMS. THE INCOME GENERATED IS USED FOR OPERATIONAL PURPOSES TO SUPPORT YMCA PROGRAMS AND SERVICES. THE BOARD DESIGNATED PORTION OF PRINCIPAL IS NOT USED WITHOUT BOARD APPROVAL. DURING 2012, $1,000,000 FROM PRINCIPAL WAS BORROWED TO HELP PAY FOR THE EXPANSION OF THE PARKVIEW BRANCH AND THE CONSTRUCTION OF AN OUTDOOR POOL AT THE JORGENSEN BRANCH. PAGE 3 PART X ASC 740 Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. PAGE 4 PART XI LINE 2D: $9,104 SPECIAL EVENTS EXPENSE LINE 4B: $264,533 (INCENTIVES) + $1,189,080 (SCHOLARSHIPS) = $1,453,613 PAGE 4 PART XII LINE 2D: $9,104 SPECIAL EVENTS EXPENSE LINE 4B: $264,533 (INCENTIVES) + $1,189,080 (SCHOLARSHIPS) + $24,756 (INCREASE IN BAD DEBT ALLOWANCE) = $1,478,369 GOLF OUTING 38250 32489 5761 1680 5600 2959 4626 0 38250 32489 5761 1680 5600 2959 4626 14865 -9104 347 W BERRY ST SUITE 500 FORT WAYNE IN 46802 true MEMBERSHIP FINANCIAL ASSISTANCE 13250 764771 FMV REDUCED MEMBERSHIP PROGRAM FINANCIAL ASSISTANCE 2240 424309 FMV REDUCED PROGRAM FEES GRANTS AND ALLOCATIONS SCHEDULE I, LINE 2 AS PART OF OUR COMMITMENT TO OUR MISSION, "NO ONE IS TURNED AWAY FOR THE INABILITY TO PAY." THE YMCA OF GREATER FORT WAYNE OFFERS FINANCIAL ASSISTANCE TO INDIVIDUALS AND FAMILIES FOR PROGRAMS AND MEMBERSHIP. IN ORDER TO OBTAIN FINANCIAL ASSISTANCE, AN APPLICATION IS FILLED OUT. THE APPLICATION IS REVIEWED BY BRANCH STAFF, AND BASED ON INCOME AND DEPENDENTS, A PERCENTAGE IS DISCOUNTED OFF THE NORMAL RATE. A NEW APPLICATION IS FILED EACH YEAR TO DETERMINE ELIGIBILITY AFTER THE INITIAL YEAR. WHILE THERE IS A PRESET CHART SHOWING THE AMOUNT OF ASSISTANCE TO BE GIVEN, BRANCH STAFF HAS THE AUTHORITY TO GIVE MORE IF THERE IS A NEED. X X X false false false false false false false false false MARTIN PASTURA 170127 0 0 0 0 0 20365 0 13342 0 203834 0 0 NIKKI SURBAUGH MARTIN PASTURA'S DAUGHTER 55119 COMPENSATION false PAGE 2 OTHER PROGRAM SERVICES OTHER PROGRAM SERVICES INCLUDE EDUCATION & LEADERSHIP, CAMP, FAMILY TIME, SPORTS & REC., AND SOCIAL SERVICES. PAGE 6 PART VI, SECTION A LINE 2: MARTY PASTURA'S DAUGHTER IS EMPLOYED AS THE BRANCH EXEC AT THE WELLS COUNTY BRANCH. JEFF TANER HAS A BUSINESS RELATIONSHIP WITH THOMAS BEAVER AND MIKE MOELLERING (BOTH CURRENT BOARD MEMBERS). KEN LIZER HAS A BUSINESS RELATIONSHIP WITH JOHN HENRY, RICK SAMEK AND TOM BEAVER (ALL CURRENT OR FORMER BOARD MEMBERS). RICK SAMEK HAS A BUSINESS RELATIONSHIP WITH KEN LIZER (CURRENT BOARD MEMBER). PAGE 6 PART VI, SECTION B LINE 11B: FOLLOWING DETAILED REVIEW BY AN INDEPENDENT ACCOUNTING FIRM AND THE CFO, A COPY OF THE FORM 990 AND ITS RELATED SCHEDULES ARE PROVIDED TO THE FINANCE COMMITTEE. THE FINANCE COMMITTEE IS IN CHARGE OF THE DETAIL REVIEW OF THE FORM 990 AND RELATED SCHEDULES. THE FULL BOARD RECEIVES A COPY BEFORE FILING WITH THE IRS. PAGE 6 PART VI, SECTION B LINE 12C: THE YMCA SENDS OUT QUESTIONNAIRES ANNUALLY TO ALL OFFICERS, DIRECTORS, OR TRUSTEES, AND KEY EMPLOYEES TO DISCLOSE PERSONAL AND BUSINESS RELATIONSHIPS. THE QUESTIONNAIRES ARE REVIEWED ANNUALLY BY THE CEO, CFO, AND THE EXECUTIVE COMMITTEE. IF CONFLICTS ARE FOUND, PERSONS WITH A CONFLICT WILL BE PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. PAGE 6 PART VI, SECTION B LINE 15A & 15B: THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR REVIEWING THE ORGANIZATION'S CEO COMPENSATION. THE COMMITTEE USES COMPARABILITY DATA BY COMPARING ADJUSTED SALARY TO THE NATIONAL YMCA'S SALARY AND WAGE SUMMARIES FROM OTHER YMCA'S THAT ARE COMPARABLE IN SIZE, AS WELL AS OTHER NOT-FOR-PROFITS IN THE GREATER FORT WAYNE AREA. PAGE 6 PART VI, SECTION C LINE 19: GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. SOME SUMMARY FINANCIAL INFORMATION IS AVAILABLE ON OUR WEBSITE. PAGE 12 PART XI LINE 9: CHANGE IN BENEFICIAL INTEREST ON TRUSTS $76,858 LOSS ON IMPAIRMENT (50,000) INCREASE IN BAD DEBT ALLOWANCE 24,756 TOTAL $51,614 CHARITABLE REMAINDER TRUSTS (2) CHARITABLE TRUST IN NA TRUST false false false false false false false false false false false false false false false false false false false