2012-07-09T14:25:07-05:00 2011-12-31 221914888 NISIVOCCIA LLP 200 VALLEY RD SUITE 300 MT ARLINGTON NJ 07856 990 2011-01-01 221487392 THE SUMMIT AREA YMCA SUMM 9082734270 490 MORRIS AVENUE SUMMIT NJ 07901 EMILY APREA 9082734270 2012-06-20 1 THOMAS DARTNELL P00224464 9733281825 2012-06-06 2011 2016-02-24 21:20:13Z DARRELL JOHNSON 490 MORRIS AVENUE SUMMIT NJ 07901 15620577 0 X WWW.THESAY.ORG X 1886 NJ THE SUMMIT AREA YMCA CHAMPIONS POSITIVE VALUES IN YOUTH, STRENGTHENS FAMILIES AND BUILDS HEALTHY SPIRIT, MIND AND BODY FOR ALL. 17 17 637 980 0 0 1303807 918278 11313845 11408211 225769 241863 207055 454413 13050476 13022765 0 0 0 0 7891196 7613134 0 16200 173201 4520991 4375670 12412187 12005004 638289 1017761 18836173 19252755 2533873 2167739 16302300 17085016 X THE SUMMIT AREA YMCA CHAMPIONS POSITIVE VALUES IN YOUTH, STRENGTHENS FAMILIES AND BUILDS HEALTHY SPIRIT, MIND AND BODY FOR ALL. 0 0 3942210 5124655 PHYSICAL PROGRAMS. THE SUMMIT AREA YMCA IS A LEADING VOICE ON HEALTH AND WELL-BEING. WITH A MISSION CENTERED ON BALANCE, THE Y BRINGS FAMILIES CLOSER TOGETHER, ENCOURAGES GOOD HEALTH AND FOSTERS CONNECTIONS THROUGH FITNESS, SPORTS, FUN AND SHARED INTERESTS. AS A RESULT, THOUSANDS OF YOUTH, ADULTS AND FAMILIES ARE RECEIVING THE SUPPORT, GUIDANCE AND RESOURCES NEEDED TO ACHIEVE GREATER HEALTH AND WELL-BEING FOR THEIR SPIRIT, MIND AND BODY.MATT, WHO HAS BEEN A Y MEMBER FOR 2 YEARS, IS A GREAT EXAMPLE OF THE KIND OF SUPPORT THE Y PROVIDES TO THOSE WHO SEEK TO IMPROVE THEIR HEALTH IN SPIRIT, MIND AND BODY. "THIS PAST SUNDAY I PARTICIPATED IN THE MOTHER'S DAY 5K RACE AT BERKELEY HEIGHTS. IT WAS A MILESTONE EVENT FOR ME. I AM SO HAPPY AND PROUD TO HAVE COMPLETED THE DISTANCE. THE DAY WAS BEAUTIFUL, THE STAFF WELCOMING, THE CHEERING CROWDS MOTIVATING, AND THE CAUSE MEANINGFUL", SAID MATT. WHEN AT 26, MATT WAS DIAGNOSED WITH TESTICULAR CANCER, THE NEWS WAS OVERWHELMING. AN AVID RUNNER IN THE PRIME OF HIS LIFE, HE STRUGGLED WITH THE AFTER EFFECTS OF HIS TREATMENT, WITH HIS SIGNIFICANTLY DECREASED ENERGY LEVELS, AND THE FACT THAT HE WAS NOT IN GREAT PHYSICAL CONDITION. THE FIRST FEW TIMES, AFTER LEARNING OF THE DISEASE, THAT HE TRIED TO RUN ON HIS OWN MATT BARELY COMPLETED THE MILE DISTANCE. IT WAS SOON THEREAFTER, THAT HE SAW INFORMATION THAT THE YMCA WAS OFFERING A LIVESTRONG(R) AT THE YMCA SESSION AT THE BERKELEY HEIGHTS Y. MATT JOINED THE FREE, RESEARCH-BASED PHYSICAL ACTIVITY AND WELL-BEING PROGRAM DESIGNED TO HELP ADULT CANCER SURVIVORS RECLAIM THEIR TOTAL HEALTH. THE SUPPORTIVE AND TRAINED STAFF AT BERKELEY HEIGHTS WORKED WITH MATT TO INCREASE HIS FLEXIBILITY AND ENDURANCE (INCLUDING INTRODUCING HIM TO CARDIO CLASSES SUCH AS ZUMBA), IMPROVE HIS CONFIDENCE AND SELF-ESTEEM, AND COUNSELED HIM TO EMBRACE THE (SLOWER THAN HE WANTED) PACE OF HIS RECOVERY. NOW SIX MONTHS INTO THE PROGRAM, HE WAS ABLE TO REACH HIS GOAL OF BEING ABLE TO RUN LONGER DISTANCES AND THE FUTURE LOOKS BRIGHT THAT HE CAN DO EVEN MORE. MATT IS GRATEFUL THAT THE Y HELPED HIM FOCUS ON HIS WELLNESS, NOT HIS DISEASE, AND IN DOING SO IS HELPING HIM MOVE BEYOND CANCER IN SPIRIT, MIND, AND BODY. THE Y IS ALSO ENCOURAGING YOUNG PEOPLE TO DEVELOP AND MAINTAIN HEALTHY EXERCISE AND NUTRITION HABITS THROUGH THE FREE, INNOVATIVE 7TH GRADE INITIATIVE PROGRAM. STARTED IN 2008, TO HELP TEENS SUCCESSFULLY NAVIGATE A PIVOTAL AND TRANSITIONAL TIME IN THEIR LIVES, THE PROGRAM NOW SERVES 250 KIDS WITH A FREE MEMBERSHIP, PERSONALIZED DEMOS FOR WORKING OUT, AND FUN ACTIVITIES AND OPPORTUNITIES FOR THEM TO SOCIALIZE WITH PEERS IN A SAFE, SUPERVISED AND CONVENIENTLY LOCATED ENVIRONMENT. THE STAFF AT THE Y ARE DEDICATED TO HELPING THESE TEENS, WHO ARE AT A CROSSROADS IN THEIR DEVELOPMENT, LEARN TO MAKE HEALTHY CHOICES.THE SUMMIT AREA YMCA CONTINUES TO DEMONSTRATE ITS COMMITMENT TO ENSURE ALL PEOPLE FIND COMMUNITY AND CONNECTEDNESS, ESPECIALLY THOSE FAMILIES SEPARATED WHILE DEFENDING OUR FREEDOMS. OUR YMCA PARTICIPATES IN THE YMCA'S MILITARY OUTREACH PROGRAM, OFFERING FREE MEMBERSHIPS TO 8 FAMILIES AND 28 ADULTS (ACTIVE DUTY PERSONNEL) AND THEIR FAMILIES, GIVING THEM A PLACE TO COME TO RELIEVE STRESS, MAKE FRIENDS, AND BECOME HEALTHIER. 4637202 5158407 CHILD CARE. WE BELIEVE THAT ALL KIDS DESERVE THE OPPORTUNITY TO DISCOVER WHO THEY ARE AND WHAT THEY CAN ACHIEVE. IN ADDITION, WE BELIEVE THAT KIDS NEED A SAFE, NURTURING ENVIRONMENT IN WHICH TO LEARN, GROW AND DEVELOP SOCIAL SKILLS AND OUR CHILD CARE PROGRAMS, WHICH CARE FOR 600 CHILDREN AGES SIX WEEKS TO 12 YEARS EVERY DAY, PROVIDE JUST SUCH AN ENVIRONMENT. IN 2011, THE Y PROVIDED $425,000 IN DIRECT FINANCIAL ASSISTANCE TO 40 FAMILIES, ENABLING PARENTS TO GO TO WORK SECURE THAT THEIR CHILD (INFANTS, TODDLERS, PRE-SCHOOL AND ELEMENTARY AGE SCHOOL CHILDREN) WERE BEING NURTURED, DEVELOPED AND WELL CARED FOR.MANY OF THE CHILDREN IN OUR CHILD CARE PROGRAMS, PARTICULARLY AT THE LEARNING CIRCLE YMCA, WHICH IS A FULL-TIME CHILD CARE CENTER CARING FOR CHILDREN FROM SIX WEEKS TO SIX YEARS OLD, COME FROM SINGLE-PARENT HOUSEHOLDS, AND MANY LIVE AT THE POVERTY LEVEL. TANIA IS ONE SUCH CHILD. "NO ATTENTION SPAN. INABILITY TO SIT DOWN AT A TABLE AND EAT. BELOW AGE-LEVEL LANGUAGE SKILLS. TANTRUMS WHEN SHE DOESN'T GET HER WAY OR IS ASKED TO TAKE TURNS WITH A TOY. WILL ONLY EAT SLICED PROCESSED CHEESE AND BANANAS. QUIET. UNCERTAIN OF HERSELF. THE THIRD OF FOUR CHILDREN IN A SINGLE PARENT HOME" ARE SOME OF THE PHRASES USED TO DESCRIBE FOUR-YEAR OLD TANIA WHEN SHE FIRST JOINED TLC TEN MONTHS AGO. TODAY, TANIA'S PRESCHOOL TEACHERS PROUDLY SHARE HOW SHE HAS BLOSSOMED INTO A CONFIDENT, INDEPENDENT, MORE ATTENTIVE CHILD WHO CAN SIT LONG ENOUGH TO ENJOY A 15 MINUTE STORY AND WHO CAN SIT DOWN TO A WHOLESOME MEAL. LAST WEEK AT LUNCH, WHEN A LITTLE BOY IN TANIA'S CLASS WAS MAKING A FUSS ABOUT EATING HIS VEGETABLES, TANIA SAID, "WE ALL BELONG TO THE TWO BITE CLUB. JUST TRY TWO TINY BITES. MAYBE YOU'LL LIKE THEM." JIMMY TOOK HER ADVICE AND ATE HIS VEGETABLES. THE MOMENT SPEAKS TO THE TRANSFORMATIVE POWER OF THE Y AND TANIA'S TEACHERS TELL US HOW PROUD THEY ARE TO BE ROLE MODELS AND PART OF AN ORGANIZATION THAT MAKES A REAL DIFFERENCE IN A CHILD'S LIFE. THE FINANCIAL ASSISTANCE THE Y PROVIDES ENABLES TANIA, TO GROW AND THRIVE INTO A CARING, MORE SECURE CHILD WHO BELIEVES HER VOICE WILL BE HEARD AND WHO FEELS SHE HAS THE LANGUAGE AND ABILITY TO EXPRESS HERSELF. THE Y IS TEACHING HER HEALTHY EATING HABITS, AND EQUIPPING HER WITH SOUND SOCIAL AND LIFE SKILLS TO HELP HER HAVE A HAPPY, CONNECTED LIFE. 646848 682994 DAY CAMP. THE SUMMIT AREA YMCA'S DAY CAMPS ARE SAFE, EXCITING PLACES FOR YOUNG PEOPLE TO EXPLORE THE OUTDOORS, BUILD SELF-ESTEEM, DEVELOP INTERPERSONAL SKILLS AND MAKE LASTING FRIENDSHIPS AND MEMORIES. IN 2011, WE PROVIDED $147,657 IN DIRECT FINANCIAL ASSISTANCE TO 92 CAMPERS, OR 16% OF THE TOTAL CAMP POPULATION, TO ENSURE THEY HAD THE SAME EXPERIENCES AS OTHER KIDS AND THAT THEY TOO, BENEFITTED FROM THE NURTURING DEVELOPMENT THAT HAPPENS EVERY DAY IN Y CAMP.HOLLY IS ONE OF THOSE PARENTS WHOSE KIDS BENEFITTED FROM THE Y'S FINANCIAL ASSISTANCE PROGRAM FOR SUMMER CAMP. AS A SINGLE MOTHER THAT WORKED TWO SHIFTS, SHE DID NOT HAVE THE LUXURY OF TIME TO CARE FOR HER CHILD DURING THE DAY OR ANY EXTRA MONEY TO BE ABLE TO SEND HER DAUGHTER, LILA, TO SUMMER CAMP. THE SUMMIT AREA Y WELCOMED LILA AND INTRODUCED HER TO NEW EXPERIENCES, ENCOURAGED HER TO MAKE NEW FRIENDS, AND GAVE HER A FUN, SAFE, STIMULATING PLACE TO GO EACH DAY IN THE SUMMER. "THE Y'S MISSION TO NURTURING AND DEVELOPING THE POTENTIAL OF EVERY CHILD IS EVIDENT TO ME, AS I SEE LILA BLOSSOM, AND ESPECIALLY BECAUSE THE Y GIVE HER THE OPPORTUNITY TO HAVE A HAPPY SUMMER AND WHERE SHE IS LEARNING A CRITICAL LIFE SKILL LIKE SWIMMING. 764061 1399306 OTHER PROGRAM SERVICES. IN ADDITION TO PHYSICAL PROGRAMS, CHILD CARE AND CAMP, THE Y SERVES THE COMMUNITY IN A VARIETY OF WAYS, MOST IMPORTANTLY THROUGH THE COMMUNITY DEVELOPMENT PROGRAMS, INCLUDING THE ACHIEVERS PROGRAM AND THE SUMMIT YOUTH CENTER, WHICH PRINCIPALLY PROVIDE FREE OR LOW COST EDUCATIONAL AND CAREER SUPPORT TO MINORITY TEENS AND THEIR FAMILIES.THE SUMMIT YMCA HAS RUN THE CITY'S YOUTH CENTER, OFFERING FREE AFTER SCHOOL, WEEKEND, AND SUMMER PROGRAMS FOR YOUTH IN GRADES 6-12. IN ADDITION TO PROVIDING A SUPERVISED DROP IN CENTER, KIDS COME TO DO THEIR HOMEWORK, RECEIVE TUTORING, PARTICIPATE IN BOOK GROUPS OR COMMUNITY SERVICE PROJECTS, OR TO LEARN NEW SKILLS AND HOBBIES SUCH AS FILMMAKING AND LATIN DANCE. WE HAVE ALSO SPONSORED THE AMERICAN RED CROSS BABYSITTING COURSE AND LIFEGUARDING COURSES FOR OUR KIDS, HELPING THEM LEARN SKILLS THEY CAN USE TO GET STARTED IN THE WORLD OF WORK. THE YOUTH CENTER HAS ALSO STARTED PROVIDING PROGRAMS FOR MINORITY ADULTS AND SENIORS INCLUDING AN ENGLISH AS A SECOND LANGUAGE PROGRAM AND SPECIAL PARENTING CLASSES HELD IN SPANISH.IN 2011, THE SUMMIT AREA YMCA PROVIDED $2 MILLION IN DIRECT FINANCIAL ASSISTANCE AND BOTH DIRECT AND INDIRECT PROGRAM SUBSIDIES. OF THIS TOTAL, 35% SUPPORTED YOUTH AND TEEN PROGRAMS, 42% WENT TO OUR CHILD CARE PROGRAMS, 7% TO MEMBERSHIP, 7% TO CAMP, 8% TO COMMUNITY SUPPORT HELPING OTHER ORGANIZATIONS, AND 1% TO INTERNATIONAL PROGRAMS. 764061 1399306 9990321 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 14 0 1 637 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X X X EMILY APREA 9082734270 490 MORRIS AVENUE SUMMIT NJ 07901 CHRISTOPHER BIROSAK 5.00 X 0 0 0 LAURA GUMP 2.00 X 0 0 0 YON CHO 2.00 X 0 0 0 SHEREL HERSCH 2.00 X 0 0 0 JOHN R HAVAS 2.00 X 0 0 0 MARY L SPECKHART 2.00 X 0 0 0 LINDA FLANAGAN 2.00 X 0 0 0 GREG FERNICOLA 2.00 X 0 0 0 MARY WELDON 2.00 X 0 0 0 LEX MAULTSBY 2.00 X 0 0 0 PETE PARDO 2.00 X 0 0 0 MARK MULLER 2.00 X 0 0 0 ROBERT JEFFRIES 2.00 X 0 0 0 DARRELL JOHNSON 40.00 X 229708 0 30807 ANDREW BOBBITT 40.00 X 67789 0 11775 EMILY APREA 40.00 X 103509 0 18469 DONNA MILLER 5.00 X 0 0 0 CYNTHIA B MARTIN 5.00 X 0 0 0 DAVID DIETZE 5.00 X 0 0 0 FREDERICK WATTS 5.00 X 0 0 0 401006 0 61051 2 0 1 0 0 15400 902878 918278 PROGRAM SERVICE FEES 900099 11408211 11408211 11408211 142492 142492 2574331 2474960 99371 99371 99371 248319 15400 122852 125467 125467 MISC SERVICE/RENTAL 900099 328946 328946 328946 13022765 11836528 0 267959 462057 79564 382493 5663251 5010814 568501 83936 339316 319520 17899 1897 708896 622671 82576 3649 439614 374751 55069 9794 16200 16200 659413 395151 238887 25375 1041641 767215 244511 29915 1229508 1115658 113850 163944 160101 3843 47589 24857 22362 370 90527 90527 619673 619673 90974 90974 MISCELLANEOUS 277556 277363 193 NATIONAL YMCA DUES 123407 122400 1007 DUES AND SUBSCRIPTIONS 31438 9609 19764 2065 12005004 9990321 1841482 173201 159732 147193 836314 1130862 21880509 9046571 12927337 12833938 4276243 4552229 628547 572396 8000 16137 18836173 19252755 1892916 1704614 640957 463125 2533873 2167739 X 12288166 12577405 40000 1500 3974134 4506111 16302300 17085016 18836173 19252755 X 1017761 -235045 X X 0 1 1 X 0 X 1746477 1505755 1132801 1313273 1166597 6864903 12255675 12279861 11490717 11313845 11408211 58748309 14002152 13785616 12623518 12627118 12574808 65613212 0 0 0 65613212 73149 69741 85417 117892 142492 488691 73149 69741 85417 117892 142492 488691 72211 312118 240907 212400 328946 1166582 14147512 14167475 12949842 12957410 13046246 67268485 0.97540 0.98030 0.00730 0.00680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3974134 531977 4506111 3272746 701388 3974134 2706579 566167 3272746 1.00000 0 0 1138200 1138200 15659846 5239582 10420264 1554441 961997 592444 3287828 2640573 647255 240194 204419 35775 12833938 CAPITAL LEASE OBLIGATIONS 463125 463125 13022765 12005004 1017761 -235045 -235045 782716 12910572 -235045 122852 -112193 13022765 0 13022765 12127856 122852 122852 12005004 0 12005004 PART X, LINE 2: EFFECTIVE DECEMBER 15, 2009, THE YMCA ADOPTED ASC 740-10-50-15, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE STANDARD PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY THAT A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. THE CUMULATIVE EFFECT OF THIS CHANGE IN ACCOUNTING PRINCIPLE WAS IMMATERIAL. PART XII LINE 2D: FUNDRAISING EXPENSES PART XIII LINE 2D: FUNDRAISING EXPENSES X X X X X 1 JEFFREY SOBEL 335 DARBY LANE MOUNTAINSIDE NJ 07092 CONSULTANT 0 0 16200 0 16200 125TH ANNIVERSAY GALA 238327 15400 222927 117969 5 18995 18995 4884 257322 15400 241922 122853 122853 119069 1 X X 0 0 0 0 0 0 0 0 0 DARRELL JOHNSON 219708 0 10000 0 0 0 22971 0 7836 0 260515 0 0 0 F CHANDLER CODDINGTON JR FORMER TRUSTEE 113462 THE FORMER TRUSTEE RENTS ADMINISTRATIVE OFFICE SPACE TO THE YMCA 0 ROGER MEHNER FORMER TRUSTEE 38844 THE FORMER TRUSTEE IS A PARTNER OF THE ORGANIZATION'S ATTORNEYS 0 X 5 134749 FAIR VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 SUMMIT AREA YMCA HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS PROVIDED TO THE MEMBERS OF THE ORGANIZATIONS GOVERNING BODY FOR ANY COMMENTS PRIOR TO ITS SUBMISSION. THE GOVERNING BODY IS PROVIDED WITH A REASONABLE AMOUNT OF TIME TO REVIEW THE FORM 990. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED AND PROVIDED THROUGH MANAGEMENT TO THE OUTSIDE ACCOUNTING FIRM. ANY APPLICABLE ISSUES ARE ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C SUMMIT AREA YMCA CURRENTLY HAS IN PLACE A CONFLICT OF INTEREST POLICY WHICH IT REGULARLY MONITORS AND ENFORCES. THE BOARD MANDATES THAT ALL MEMBERS OF MANAGEMENT AND THE GOVERNING BODY ANNUALLY SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. IF A POTENTIAL OR ACTUAL CONFLICT OF INTEREST EXISTS, GOVERNING BODY AND MANAGEMENT WILL INVESTIGATE THE ISSUE. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST MANAGEMENT AND THE GOVERNING BODY WILL BE NOTIFIED IMMEDIATELY. THE MEMBER WILL NOT BE ALLOWED TO VOTE OR BE A PART OF ANY DECISIONS ABOUT ANY SUCH TRANSACTIONS THAT HAVE TO DO WITH THE CONFLICT UNTIL SUCH TIME THERE IS NO LONGER A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE ORGANIZATIONS OFFICERS OR KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES AN INDEPENDENT BODY. THERE IS A COMPENSATION COMMITTEE THAT REVIEWS THE COMPENSATION POLICIES AND ANALYZES SURVEYS AND STUDIES OF OTHER EXEMPT ORGANIZATIONS, BEFORE SUBMITTING RECOMMENDATIONS TO THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 SUMMIT AREA YMCA MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE BY POSTING IT ON GUIDESTAR.ORG. IN ADDITION FORMS 990 AND 1023 AS WELL AS THE FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON THE CENTER'S WEBSITE AND UPON WRITTEN REQUEST AT THE CENTERS OFFICE AT 490 MORRIS AVENUE, SUMMIT, NJ 07901. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -235,045. NO CHANGE FROM PRIOR YEAR