2012-09-20T11:07:00-05:00 2011-12-31 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2011-01-01 350886850 METROPOLITAN YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER FORT WAYNE % MICK SOKOLOWSKI METR 2604226488 347 WEST BERRY STREET SUITE 500 FORT WAYNE IN 46802 MARTIN PASTURA 2012-07-01 true Joyce A Dulworth 2604604000 2011 2016-02-24 21:20:13Z MARTIN PASTURA 347 W BERRY STREET SUITE 500 FORT WAYNE IN 46802 14880832 false X FWYMCA.ORG X 1858 IN THE YMCA OF GREATER FORT WAYNE HAD A REMARKABLE YEAR OF IMPACTING LIVES IN OUR COMMUNITY. PEOPLE OF ALL AGES IMPROVED THEIR HEALTH AND WELL-BEING THROUGH OUR VARIOUS PROGRAMS AND SERVICES. 23 23 1063 369 0 0 2063076 1676137 11370611 11836949 158411 271331 366942 340495 13959040 14124912 1319459 1502915 0 0 6563875 6823963 0 0 267010 5087168 5383291 12970502 13710169 988538 414743 37096460 36396303 2747327 2187532 34349133 34208771 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 5813348 427544 5726178 FOR YOUTH DEVELOPMENT: WE BELIEVE THE VALUES AND SKILLS LEARNED EARLY ON ARE VITAL BUILDING BLOCKS FOR QUALITY OF LIFE. IN OUR VARIOUS YOUTH DEVELOPMENT PROGRAMS, KIDS LEARN THEIR ABC'S, LEARN TO SHARE, LEARN ABOUT SPORTSMANSHIP AND, MOST IMPORTANTLY, LEARN HOW TO BE THEMSELVES. YOUTH SPORTS AND AQUATICS: YOUTH SPORTS, SUCH AS SWIMMING, FLAG FOOTBALL, VOLLEYBALL, AND BASKETBALL PROVIDE AN OPPORTUNITY TO DEVELOP AN APPRECIATION FOR ATHLETICS, LEARN FUNDAMENTAL MOTOR SKILLS, AND DEVELOP AS LEADERS. PARTICIPANTS LEARN THE VALUE OF INVOLVEMENT IN TEAM SPORTS, INCLUDING THE IMPORTANCE OF TEAMWORK AND RESPECT FOR COACHES AND OFFICIALS. GROUP SPORTS AT THE YMCA FOSTER AN UNDERSTANDING THAT HAVING FUN AND MAKING FRIENDS IS MORE IMPORTANT THAN WINNING. IN 2011, WE PROVIDED SWIMMING LESSONS TO 3,300 CHILDREN AND 4,165 YOUTH PARTICIPATED IN THE VARIOUS YOUTH SPORTS PROGRAMS. CHILDCARE SERVICES: THE YMCA IS THE LARGEST PROVIDER OF BEFORE AND AFTER SCHOOL CARE IN THE COMMUNITY. IN 2011, WE SERVED 1,120 CHILDREN FROM OVER 40 SCHOOLS IN FORT WAYNE AND THE SURROUNDING AREAS. WE BELIEVE ALL KIDS DESERVE THE OPPORTUNITY TO DISCOVER WHO THEY ARE AND WHAT THEY CAN ACHIEVE. IN OUR BEFORE AND AFTER SCHOOL PROGRAMS, YOUTH CULTIVATE VALUES, SKILLS AND RELATIONSHIPS THAT LEAD TO POSITIVE BEHAVIORS, BETTER HEALTH AND EDUCATIONAL ACHIEVEMENT. ALL YMCA CHILDCARE STAFF MEMBERS ARE CPR AND FIRST AID CERTIFIED. RESIDENT CAMPS: CAMP POTAWOTAMI, LOCATED ON BLACKMAN LAKE IN LAGRANGE COUNTY, AND GIVES AREA YOUTH THE OPPORTUNITY TO EXPERIENCE NATURE THROUGH CANOEING, ARCHERY, HORSEBACK RIDING, HIKING, AND MORE. PARTICIPATING IN THESE ACTIVITIES AWAY FROM HOME WITH A GROUP OF PEERS FOSTERS AUTONOMY, TEAMWORK SKILLS, MATURITY, AND A SENSE OF COMMUNITY. IN 2011, WE SERVED 357 YOUTH IN THIS PROGRAM. SUMMER DAY CAMPS: THE YMCA OF GREATER FORT WAYNE'S SUMMER DAY CAMP PROGRAM PROVIDES CAMPERS WITH A SAFE PLACE TO ENGAGE, EXPLORE, AND EXPERIENCE ALL THE MAJIC OF SUMMER. THE PROGRAM'S MULTIPLE SITES ALSO PROVIDE QUALITY CHILDCARE FOR THE WORKING PARENT. FINANCIAL ASSISTANCE IS AVAILABLE TO THOSE WHO QUALIFY. OVER 900 CHILDREN PARTICIPATED IN 2011. OUTDOOR EDUCATION: CAMP POTAWOTAMI ALSO OFFERS OUTDOOR EDUCATION CLASSES. THESE MINI-CLASSES ALLOW AREA SCHOOLS THE OPPORTUNITY TO TAKE STUDENTS OUT OF THE CLASSROOM AND IMMERSE THEM IN NATURE. STUDENTS, TEACHERS, AND CHAPERONES COME AWAY WITH AN INCREASED UNDERSTANDING OF THE NATURAL WORLD, A COMMITMENT TO HUMAN RESPONSIBILITY AND RESPECT FOR THE ENVIRONMENT. THIS PROGRAM SERVED 2,319 STUDENTS IN 2011. 6184413 786059 6091679 FOR HEALTHY LIVING: WE ARE A LEADING VOICE ON HEALTH AND WELL-BEING. THROUGH OUR MISSION OF PUTTING CHRISTIAN PRINCIPLES INTO PRACTICE. THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL, WE BRING FAMILIES CLOSER TOGETHER, ENCOURAGE GOOD HEALTH AND FOSTER CONNECTIONS THROUGH FITNESS, SPORTS, FUN AND SHARED INTEREST. FAMILY CAMP: FAMILIES CAN ENJOY FUN-FILLED TIMES AT CAMP POTAWOTAMI. WE OFFER FOUR FAMILY CAMP WEEKENDS FROM SPRING THROUGH FALL. WHETHER IT'S CHALLENGING EACH OTHER ON THE CLIMBING TOWER, HIKING THROUGH 210 ACRES OF BEAUTIFUL WOODLANDS, OR RELAXING ON THE SHORES OF BLACKMAN LAKE, FAMILY CAMP IS THE PERFECT OPPORTUNITY TO SPEND QUALITY TIME TOGETHER. IN 2011, WE SERVED 127 PARTICIPANTS. ACTIVE OLDER ADULTS CLASSES: ACTIVE OLDER ADULTS ENJOY A VARIETY OF FITNESS CLASSES IN CONJUNCTION WITH THE SILVER SNEAKERS PROGRAM AND YMCA WATER AND REGULAR AEROBICS CLASSES. ACTIVE OLDER ADULTS DEVELOP LIFE STRENGHTHENING RELATIONSHIPS WITH INSTRUCTORS AND EACH OTHER. LUNCHEONS AND SPECIAL EVENTS ARE HELD WITH THE HELP OF HEALTHCARE PROFESSIONALS IN THE COMMUNITY. FAMILY EVENTS: THE YMCA OF GREATER FORT WAYNE MEMBERSHIP BRANCHES HOST FAMILY EVENTS SUCH AS SPLASH PARK PARTIES, DAY TRIPS, FISHING DERBIES, HOLIDAY PARTIES AND MORE. MANY OF THESE EVENTS ARE OPEN TO THE PUBLIC. WE ALSO OFFER PARENT-CHILD SWIM LESSONS AND GYMNASTIC CLASSES. A TOTAL OF 3,540 ADULTS AND CHILDREN PARTICIPATED IN OUR FAMILY EVENTS IN 2011. ADULT CLASSES: WE UNDERSTAND THE VARIOUS CHALLENGES THAT INDIVIDUALS FACE IN OUR COMMUNITY AND OFFER CLASSES TO SUPPORT ADULTS IN MEETING THESE CHALLENGES. WE OFFER A WIDE VARIETY OF WELLNESS INITIATIVES, INCLUDING THE YMCA DIABETES PREVENTION PROGRAM, OBESITY WELLNESS NETWORK, AEROBICS, PERSONAL TRAINING, AND WEIGHT LOSS CLASSES. WE ALSO OFFER COURSES SUCH AS DAVE RAMSEY'S FINANCIAL PEACE UNIVERSITY, PARENTING CLASSES, CPR AND FIRST AID TRAINING. 371064 289312 365500 BY GIVING BACK AND PROVIDING SUPPORT TO OUR NEIGHBORS, WE MAKE THE FORT WAYNE AREA A BETTER PLACE TO LIVE. WE ARE COMMITTED TO STRENGTHENING COMMUNITIES, PROVIDING SUPPORT TO INDIVIDUALS AND FAMILIES, AND PROMOTING POSITIVE CHANGE OVERALL. DIRECT SERVICE FOR AT-RISK YOUTH: THE YMCA OF GREATER FORT WAYNE'S YOUTH SERVICE BUREAU (YSB) PROVIDES COMPREHENSIVE CRISIS AND INTERVENTION SERVICES TO YOUTH AND FAMILIES IN ALLEN COUNTY. YSB WORKS TO KEEP AT-RISK YOUTH OUT OF THE COURT SYSTEM AND ON A PATH TO SUCCESS THROUGH COMPLETION OF THEIR EDUCATION. YSB PROVIDES YOUTH AND THEIR FAMILIES WITH THE TRAINING, RESOURCES AND SUPPORT NEEDED TO HELP THEM MAKE CHANGES, BRIDGE GAPS AND OVERCOME OBSTACLES. THROUGH COLLABORATIONS WITH OTHER COMMUNITY AGENCIES. THE YOUTH SERVICE BUREAU PROVIDES THREE PROGRAMS: STATUS OFFENDER COURT ALTERNATIVE PROGRAM (SOCAP), FAMILY SUPPORT CONFERENCING PROGRAM AND THE ANTI-GRAFFITI NETWORK. NEARLY 1,500 YOUTH RECEIVED SERVICES IN 2011. FINANCIAL ASSISTANCE PROGRAM: THE YMCA OF GREATER FORT WAYNE PROMISES THAT "NO ONE IS TURNED AWAY FOR THE INABILITY TO PAY." THE FINANCIAL ASSISTANCE PROGRAM PROVIDES SCHOLARSHIPS FOR PROGRAMS AND MEMBERSHIPS TO CHILDREN AND FAMILIES IN NEED. FINANCIAL ASSISTANCE TAKES INTO CONSIDERATION FAMILY SIZE AND HOUSEHOLD INCOME. IN 2011, WE PROVIDED $1.2 MILLION IN FINANCIAL ASSISTANCE TO NEARLY 16,000 PEOPLE. 12368825 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 false false false false false false false false false false false false true 38 0 true 1063 true false false false false false true true false false false false X 23 23 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 THOMAS BEAVER 1.0 X 0 0 0 RAY KELLER 1.0 X 0 0 0 DAVID YOUNG 1.0 X 0 0 0 KENNETH LIZER 1.0 X 0 0 0 GERALD WITTE 2.0 X X 0 0 0 JEFF TANER 2.0 X X 0 0 0 CHRIS PELZ 1.0 X 0 0 0 JOHN BLOOM 1.0 X 0 0 0 STEVE DOAN 1.0 X 0 0 0 MICHAEL MOELLERING 1.0 X 0 0 0 BRUCE MENSHY 1.0 X 0 0 0 RICHARD SAMEK 1.0 X 0 0 0 THOMAS KIMBROUGH 2.0 X X 0 0 0 REED MILLER 2.0 X X 0 0 0 MARY BELL 1.0 X 0 0 0 CLIFFORD CLARKE 1.0 X 0 0 0 DEBRA NIEZER 1.0 X 0 0 0 CRAIG KEOUN 1.0 X 0 0 0 WALTER ERVINS 1.0 X 0 0 0 ANGELA HUGHES 1.0 X 0 0 0 MIKE BROWNING 1.0 X 0 0 0 JOHN HENRY III 1.0 X 0 0 0 MARTIN PASTURA 45.0 X 158235 0 32464 MICK SOKOLOWSKI 45.0 X 77425 0 10422 DON ENTERLINE 45.0 X 85191 0 19719 320851 0 62605 1 false true false DAXKO 2204 LAKESHORE DRIVE STE 206 BIRMINGHAM AL 35209 TECH SERVICES 115206 FETTERS CONSTRUCTION 5417 COUNTY ROAD 427 AUBURN IN 46706 CONSTRUCTION 293253 SOURCE ONE SOLUTIONS 2135 SPY RUN AVE FORT WAYNE IN 46805 COMPUTER SUPPORT 114511 WEIGAND CONSTRUCTION 7808 HONEYWELL DR FORT WAYNE IN 49825 CONSTRUCTION 288557 4 21455 176284 1478398 1676137 PROGRAM SERVICE 713940 3223132 3223132 MEMBERSHIP DUES 713940 8613817 8613817 11836949 115049 115049 0 0 894888 738606 156282 156282 156282 11401 21455 17314 -5913 -5913 0 0 MEMBER/PARTICIPANT REVENUE 900099 304803 304803 OTHER INCOME 900099 41605 41605 346408 14124912 12183357 265418 0 1502915 1502915 0 0 383456 34511 286636 62309 0 5238439 5033559 93565 111315 300818 249679 36098 15041 451083 382948 39089 29046 450167 400213 34903 15051 0 465 465 32395 32395 0 0 19038 19038 417325 386397 30043 885 157142 157142 801313 758101 16026 27186 208640 193832 10051 4757 0 1697525 1675485 22040 94790 88539 6052 199 0 86091 73633 11872 586 15733 15733 107581 106946 635 1506718 1402309 104409 156523 153393 3130 MISCELLANEOUS 82012 80289 1723 13710169 12679891 763268 267010 1755 1855 868187 929329 1359213 754376 401931 32462 0 0 0 0 0 0 7624 7624 92109 74844 43142958 13621396 29238508 29521562 3840020 3835015 52000 52000 0 0 0 0 1235113 1187236 37096460 36396303 652240 354978 0 0 1077456 1147109 960000 660000 0 0 0 0 0 0 0 0 57631 25445 2747327 2187532 X 31263770 31373370 1359213 1155862 1726150 1679539 34349133 34208771 37096460 36396303 X 414743 -555105 X false true true X true true X 9243369 9856287 11450539 10301572 10289954 51141721 3382725 3168685 3155886 3228154 3323255 16258705 12626094 13024972 14606425 13529726 13613209 67400426 675000 515000 693500 205380 195000 2283880 675000 515000 693500 205380 195000 2283880 65116546 327955 233029 178045 113190 115049 967268 327955 233029 178045 113190 115049 967268 284801 311225 324600 294222 257686 1472534 13238850 13569226 15109070 13937138 13985944 69840228 0.93236 0.91979 0.01385 0.01650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true false true 4039 4039 false false PAGE 3 SCHEDULE C, PART II-B, LINE 1I PAID LEGISLATIVE ADVOCATE SHARED BY ALL INDIANA YMCA'S. 3892020 71520 -8977 73041 11484 3870038 3983671 52338 363509 488881 18617 3892020 3401342 35471 656400 93035 16507 3983671 4487589 211242 -1183943 99511 14035 3401342 0.81970 0.18030 true false 1980919 1980919 35129594 9941227 25188367 130624 90929 39695 235789 212740 23049 5666032 3376500 2289532 29521562 0 FUNDS HELD FOR OTHERS 25445 25445 14124912 13710169 414743 -191591 97600 -96611 -190602 224141 12429671 -191591 97600 17314 -76677 12506348 19038 1599526 1618564 14124912 12205530 17314 17314 12188216 19038 1502915 1521953 13710169 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 2010, $400,000 FROM PRINCIPLE WAS USED TO HELP PAY FOR THE CONSTRUCTION OF THE RENAISSANCE POINTE BRANCH. THIS WILL BE PAID BACK TO THE ENDOWMENT ACCOUNT. PAGE 3 PART X FIN 48 FOOTNOTE 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 8: $46,611 (CHANGE IN INTEREST IN TRUST) + $50,000 (IMPAIRMENT LOSS ON ASSETS HELD FOR SALE) = $96,611 (LOSS) PAGE 4 PART XII LINE 2D: $17,314 (FUNDRAISING EXPENSES) LINE 4B: $46,611 (CHANGE IN INTEREST IN TRUST) + $289,290 (INCENTIVES) + $1,213,625 (SCHOLARSHIPS) + $50,000 (IMPAIRMENT LOSS ON ASSETS HELD FOR SALE) = $1,599,526 PAGE 4 PART XIII LINE 2D: $17,314 (FUNDRAISING EXPENSES) LINE 4B: $289,290 (INCENTIVES) + $1,213,625 (SCHOLARSHIPS) = $1,502,915 GOLF OUTING 32856 21455 11401 1900 6000 3572 5842 0 32856 21455 11401 1900 6000 3572 5842 17314 -5913 347 W BERRY ST SUITE 500 FORT WAYNE IN 46802 true MEMBERSHIP FINANCIAL ASSISTANCE 13679 777625 FMV REDUCED MEMBERSHIP PROGRAM FINANCIAL ASSISTANCE 2259 436000 FMV REDUCED PROGRAM FEES MEMBERSHIP FINANCIAL INCENTIVES 22438 289290 FMV INCENTIVE DISCOUNTS 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 MARTIN PASTURA 158235 0 0 0 0 0 19281 0 13183 0 190699 0 0 0 PAGE 6 PART VI, SECTION A LINE 2: KEN LIZER AND CHRIS PELZ HAVE A BUSINESS RELATIONSHIP. 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 5: UNREALIZED LOSS FROM UNCOLLECTIBLE PLEDGES (364,503) UNREALIZED LOSS FROM INVESTMENTS (191,591) IMPAIRMENT LOSS ON ASSETS HELD FOR SALE (50,000) CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS (46,611) DONATION OF BUILDING SPACE 97,600 TOTAL (555,105)