2012-08-15T08:16:15-05:00 2011-12-31 560574444 CHERRY BEKAERT & HOLLAND LLP 1111 METROPOLITAN AVENUE SUITE 1000 CHARLOTTE NC 28204 990 2011-01-01 590624468 YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER ST PETERSBURG INC YOUN 7278959622 600 1ST AVENUE N NO 201 ST PETERSBURG FL 33701 DAVID JEZEK 7278959622 2012-08-13 1 KELLIANNE F BENSON P01345659 7043771678 2011 2016-02-24 21:20:13Z DAVID JEZEK 600 1ST AVENUE N NO 201 ST PETERSBURG FL 33701 7179616 0 X WWW.STPETEYMCA.ORG X 1921 FL THE MISSION OF THE YMCA OF GREATER ST. PETERSBURG IS TO PUT JUDEO-CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY MIND, BODY, AND SPIRIT FOR ALL. WE ADVANCE OUR MISSION BY HELPING THE PEOPLE WE TOUCH REACH THEIR FULL POTENTIAL BY IMPROVING THEIR TOTAL WELL BEING - SPIRITUALLY, INTELLECTUALLY, AND PHYSICALLY. WE SERVE MEN, WOMEN, AND CHILDREN OF ALL AGES, RACES, ABILITIES, INCOMES AND RELIGIONS. WE PROVIDE FINANCIAL ASSISTANCE. NO ONE IS TURNED AWAY WHEN THERE IS A DEMONSTRATED NEED AND AVAILABLE FUNDS. 24 24 450 318 0 0 2219398 1043544 5998571 5981463 92208 104093 87116 44896 8397293 7173996 0 0 0 0 4777881 4723085 0 0 231165 3096234 3086854 7874115 7809939 523178 -635943 17242389 16474757 1955285 1918572 15287104 14556185 X THE MISSION OF THE YMCA OF GREATER ST. PETERSBURG IS TO PUT JUDEO-CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY MIND, BODY, AND SPIRIT FOR ALL. WE ADVANCE OUR MISSION BY HELPING THE PEOPLE WE TOUCH REACH THEIR FULL POTENTIAL BY IMPROVING THEIR TOTAL WELL BEING - SPIRITUALLY, INTELLECTUALLY, AND PHYSICALLY. WE SERVE OUR COMMUNITY WITHIN OUR BOUNDARIES, FROM THE WEST SIDE OF TAMPA BAY AT ULMERTON ROAD TO STARKEY ROAD AND SOUTH ACROSS THE STUART CAUSEWAY TO THE BEACH AT GULF BOULEVARD, ALL AREAS SOUTH AND EAST OF THESE BOUNDARIES WITHIN PINELLAS COUNTY. WE PROVIDE A VARIETY OF PROGRAMS THAT BUILD SELF-ESTEEM, CHALLENGE THE MIND, AND ENCOURAGE HEALTHIER LIFESTYLES. 0 0 2531957 3024240 YOUTH DEVELOPMENTTHE Y CONTINUES TO STRENGTHEN OUR COMMUNITY BY OFFERING AFFORDABLE CHILDCARE TO LOW AND MIDDLE INCOME FAMILIES AND CHARACTER DEVELOPMENT FOR AT-RISK YOUTH, USING THE ARTS TO REACH TROUBLED CHILDREN, AND MANY OTHER PROGRAMS THAT PROMOTE A HEALTHY SPIRIT, MIND AND BODY. IN 2011, MORE THAN 5,857 CHILDREN OF ALL AGES AND WALKS OF LIFE BENEFITED FROM THESE PROGRAMS. IN 2011, WE RECEIVED $755,700 IN GRANT FUNDING TO SUPPORT YOUTH DEVELOPMENT PROGRAMS FOCUSED ON ACADEMICS, ARTS, ADVOCACY, SOCIAL SKILLS, CHARACTER DEVELOPMENT, AND PROVIDING A SAFE PLACE AND HEALTHY SNACKS FOR CHILDREN DURING NON-SCHOOL HOURS. THROUGH OUR YOUTH DEVELOPMENT PROGRAMS, 151 Y-ACHIEVERS ACADEMIC AFTER SCHOOL PARTICIPANTS INCREASED THEIR GPA, 269 KIDS AGED 7-17 TOOK PART IN 100% FREE ART & MUSIC CLASSES PROVIDING THEM WITH POSITIVE ALTERNATIVES TO BOREDOM AND NEGATIVE PEER INFLUENCES, AND 1,352 BEFORE AND AFTER SCHOOL CARE PARTICIPANTS LEARNED LIFE AND SOCIAL SKILLS WHILE RECEIVING CRITICAL ACCESS TO CARING ADULTS & EDUCATIONAL RESOURCES. 2471672 2295422 HEALTHY LIVINGIN 2011, THE YMCA OF GREATER ST PETERSBURG PROVIDED QUALITY PROGRAMS TO PROMOTE HEALTH AND WELL-BEING TO 11,581 FACILITY MEMBERS AND 17,141 PROGRAM MEMBERS. HEALTHY LIVING HAS ALWAYS BEEN A CORE FUNCTION OF THE YMCA. WE ARE HELPING FAMILIES LEAD HEALTHIER, HAPPIER LIVES THROUGH VARIOUS PROGRAMS SUCH AS YOUTH SPORTS, AQUATICS, GROUP EXERCISE, HEALTHY COOKING, AND MORE. WITH OUR SILVER SNEAKERS PROGRAMS, WE PARTNER WITH AMERICAN HEALTHWAYS TO OFFER FREE EXERCISE AND ACTIVITIES FOR THE 3,350 ENROLLED SENIORS. 1024840 725817 SOCIAL RESPONSIBILITYDEEPLY ROOTED IN OUR COMMUNITY, OUR 320 STAFF AND HUNDREDS OF VOLUNTEERS COME FROM ALL WALKS OF LIFE AND ARE ALL PERSONALLY COMMITTED TO UNDERSTANDING WHAT OUR NEIGHBORHOODS NEED. AT THE YMCA, NO CHILD, FAMILY, OR ADULT IS TURNED AWAY WHEN THERE IS A DEMONSTRATED NEED AND AVAILABLE FUNDS. IN 2011, $698,162 WAS DISTRIBUTED IN SCHOLARSHIP ASSISTANCE TO 4,209 INDIVIDUALS AND FAMILIES TO ENSURE ACCESS TO OUR PROGRAMS AND FACILITIES. THE YMCA SCHOLARSHIP ASSISTANCE PROGRAM IS PARTIALLY FUNDED BY OUR ANNUAL CAMPAIGN WHICH RAISED $185,291 IN 2011 FROM 663 DONORS. THE Y STRIVES TO MEET THE NEEDS OF COMMUNITY THROUGH RESOURCE CENTERS LIKE THE HARBORDALE AND CHILDS PARK Y FACILITIES. PROGRAMMING AT THESE FACILITIES FOCUSES ON PROVIDING SERVICES THAT ARE NOT READILY AVAILABLE TO MEMBERS OF THOSE COMMUNITIES; FOR EXAMPLE, FREE FINANCIAL CLASSES FOR ADULTS, SEWING CLASSES, A LEGAL CLINIC, COMPUTER LAB AND CLASSES, SATELLITE PUBLIC LIBRARY, TEEN PROGRAMS, AND MUCH MORE. GENEROUS COMMUNITY MEMBERS ALSO DONATED $44,902 IN 2011 TO HELP US BRING THE SPIRIT OF CHRISTMAS TO 425 FAMILIES, INCLUDING 942 CHILDREN, WHO WERE EXPERIENCING FINANCIAL HARDSHIPS. EACH FAMILY RECEIVED A CHRISTMAS TREE, BIBLE, HOLIDAY MEAL, AND TOYS. 6028469 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 450 1 0 0 0 0 0 1 1 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 FL X CAROLINE BLOODWORTH 7278959622 600 1ST AVENUE N SUITE 201 ST PETERSBURG FL 33701 JOSEPH LANG 1.00 X X 0 0 0 HARVEY A FORD 2.00 X X 0 0 0 STEPHANIE E GOFORTH 1.00 X X 0 0 0 PHILIP MCLEOD 1.00 X X 0 0 0 WILLIAM G TAPP 1.00 X 0 0 0 STEPHENSON ANDERSON 1.00 X 0 0 0 JAMES HENDERSON 1.00 X 0 0 0 SUSAN S MITTERMAYR 1.00 X 0 0 0 BRONSON ALEXANDER 1.00 X 0 0 0 CHRISTOPHER BELL 1.00 X 0 0 0 RICHARD CRIPPEN 1.00 X 0 0 0 MARY EVERTZ 1.00 X 0 0 0 ROBERT FISHER 1.00 X 0 0 0 MENDEE LIGON DDS 1.00 X 0 0 0 MELISSA MCLEOD 1.00 X 0 0 0 MURRAY B SILVERSTEIN 1.00 X 0 0 0 DAVID WILBANKS 1.00 X 0 0 0 WILLIAM H STOVER 1.00 X 0 0 0 DAVID S COX 1.00 X 0 0 0 JANE LINK FERGUSON 1.00 X 0 0 0 JANA L JONES 1.00 X 0 0 0 DAVID MCEACHERN 1.00 X 0 0 0 EARNEST WILLIAMS 1.00 X 0 0 0 DAVID L NEELY 1.00 X 0 0 0 DAVID JEZEK 50.00 X 143153 0 35540 CAROLINE BLOODWORTH 40.00 X 52202 0 9915 195355 0 45455 1 0 1 0 0 176015 16500 653947 197082 1043544 PROGRAM FEES 813410 3737309 3737309 MEMBERSHIP DUES 813410 2165386 2165386 NEIGHBOR TO NEIGHBOR 813410 44902 44902 OTHER SPECIAL EVENTS 900099 33866 33866 5981463 104093 104093 11525 16500 5620 5905 5905 MISCELLANEOUS INCOME 813410 38991 38991 38991 7173996 6020454 0 109998 240810 240810 3624019 3005291 519015 99713 301019 234588 66092 339 256083 198615 43434 14034 301154 234177 59207 7770 476574 336002 125061 15511 188094 133257 37729 17108 999694 861572 130770 7352 34936 18245 14792 1899 24950 1490 16372 7088 36447 1076 35371 75551 75551 515600 407313 97976 10311 OTHER PROGRAM COSTS 453531 448946 4200 385 BANK CHARGES 83418 41157 41219 1042 WORKERS' COMP INSURANCE 56990 44316 11204 1470 TRAINING/RECRUITMENT 36666 17277 17859 1530 104403 45147 13643 45613 7809939 6028469 1550305 231165 516332 315113 403860 306186 458393 410778 65757 99834 15166173 3708777 11907806 11457396 3259695 3298659 630546 586791 17242389 16474757 284089 264130 115293 128945 1476372 1476372 79531 49125 1955285 1918572 X 12394950 11708824 261608 260570 2630546 2586791 15287104 14556185 17242389 16474757 X -635943 -94976 X X 0 1 1 X 1 1 X 1508037 1624481 1269779 2219398 1043544 7665239 1508037 1624481 1269779 2219398 1043544 7665239 821552 6843687 143944 120133 87291 92208 104093 547669 35172 39002 38796 87116 38991 239077 8451985 19242861 0.80970 0.81560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4090766 -24062 80000 3986704 3798539 356227 64000 4090766 3107706 706833 16000 3798539 4141081 -985375 48000 3107706 0.29600 0.70400 1 0 2436361 2436361 9881696 2892381 6989315 1883539 551313 1332226 869584 254528 615056 94993 10555 84438 11457396 US EQUITY SECURITIES 2119032 F FIXED INCOME SECURITIES 719381 F MUTUAL FUNDS 460246 F 3298659 OBLIGATIONS UNDER CAPITAL LEASE 49125 49125 7173996 7809939 -635943 -51221 -43755 -94976 -730919 7084640 -51221 -43755 -94976 7179616 -5620 -5620 7173996 7815559 5620 5620 7809939 0 7809939 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: INCOME FROM ANY AND ALL ENDOWMENTS IS USED TO FURTHER THE YMCA MISSION AND PROGRAMS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THE YMCA HAD NO UNCERTAIN INCOME TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2011. THE YMCA'S FEDERAL INCOME TAX RETURNS SUBSEQUENT TO 2007 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THE DATE THE FEDERAL INCOME TAX RETURNS WERE FILED. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN FMV OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS -43,755. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FMV OF BENEFICIAL INTERESTS IN PERPETUAL TRUSTS -43,755. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES SHOWN NET OF REVENUE ON 990 -5,620. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES SHOWN NET OF REVENUE ON 990 5,620. BBBC LUNCHEON 28025 16500 11525 4739 881 28025 16500 11525 4739 881 5620 5905 X X X 0 0 0 0 0 0 0 0 0 DAVID JEZEK 143153 0 0 0 0 0 17442 0 18098 0 178693 0 0 0 PART I, LINE 3 THE YMCA OF THE USA PROVIDES SALARY SURVEYS AND COMPENSATION GUIDELINES WHICH WERE USED BY THE BOARD OF DIRECTORS IN SETTING CEO COMPENSATION. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 IS PROVIDED TO MEMBERS OF THE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ANNUALLY FILL OUT A QUESTIONNAIRE REGARDING POSSIBLE CONFLICTS OF INTEREST. IN ADDITION, EACH DIRECTOR SIGNS AN ACKNOWLEDGEMENT OF UNDERSTANDING OF THE POLICY. FOR SITUATIONS IN WHICH A CONFLICT OF INTEREST ARISES, THE AFFECTED BOARD MEMBER WILL PROVIDE FULL INFORMATION TO THE BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE FOR APPROVAL BY RESOLUTION PRIOR TO ENTERING INTO THE CONTRACT OR ARRANGEMENT. THE AFFECTED BOARD MEMBER RECUSES HIMSELF/HERSELF FROM ANY DISCUSSION AND VOTE ON THE MATTER. EACH NEW DIRECTOR, OFFICER, BOARD MEMBER, OTHER VOLUNTEER OR SELECTED EMPLOYEE SHALL PARTICIPATE IN A SIMILAR PROCEDURE IMMEDIATELY UPON ASSUMPTION OF HIS OR HER RESPONSIBILITIES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS' EXECUTIVE SEARCH COMMITTEE WORKS WITH AN INDEPENDENT CONSULTANT AND SALARY SURVEYS PROVIDED BY THE NATIONAL YMCA ASSOCIATION TO ESTABLISH COMPENSATION LEVELS APPROPRIATE FOR AN ORGANIZATION WITH THIS SIZE AND LOCATION. THE DELIBERATION AND ULTIMATE DECISION OF THE COMMITTEE IS DOCUMENTED IN THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY AND OTHER POLICY DOCUMENTS ARE AVAILABLE FOR VIEWING UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -51,221. CHANGE IN FMV OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS -43,755. TOTAL TO FORM 990, PART XI, LINE 5: -94,976. FORM 990, PART XI, LINE 2C THE FINANCE COMMITTEE ALSO SERVES AS THE AUDIT COMMITTEE, OVERSEEING THE PERIODIC AUDITOR SELECTION PROCESS AND REVIEWING THE AUDIT PRIOR TO THE FULL BOARD PRESENTATION. THE TREASURER AND COMMITTEE MEMBERS ARE AVAILABLE TO ANSWER AUDITORS' QUERIES.