YMCA OF THE NORTH SHORE INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- YMCA OF THE NORTH SHORE INC (EIN 04-2104913)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-14
- IRS object ID
- 201241669349300439
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-14T13:29:13-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042734675 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL DENNIS & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 HUNTINGTON AVENUE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104913 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YMCA OF THE NORTH SHORE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | YMCA | NameControl |
| Phone | 9789220990 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 CABOT STREEET | AddressLine1 |
| City | BEVERLY | City |
| State | MA | State |
| ZIP Code | 01915 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN J MEANY | Name |
| Title | CEO | Title |
| Phone | 9789220990 | Phone |
| Date Signed | 2012-06-07 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KRISTOFFER LANE | Name |
| PTIN | P01446126 | PTIN |
| Phone | 6172629898 | Phone |
| Date Prepared | 2012-06-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN J MEANY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 CABOT STREEET | AddressLine1 |
| City | BEVERLY | City |
| State | MA | State |
| ZIP Code | 01915 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 34364112 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NORTHSHOREYMCA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1858 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | THE YMCA OF THE NORTH SHORE IS COMMITTED TO EDUCATION, YOUTH DEVELOPMENT, HEALTHY LIVING AND SOCIAL RESPONSIBILITY AND THE VALUES OF CARING, HONESTY, RESPECT AND RESPONSIBILITY. OUR YMCA PROVIDES ALL CHILDREN, ADULTS AND FAMILIES, REGARDLESS OF INCOME, WITH OPPORTUNITIES TO DEVELOP A HEALTHY SPIRIT, MIND AND BODY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 31 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 31 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2281 | TotalNbrEmployees |
| Total Nbr Volunteers | 3246 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4705463 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5401753 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 23244554 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 24679369 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1801477 | InvestmentIncomePriorYear |
| Investment Income Current Year | 360013 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1504510 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2673497 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 31256004 | TotalRevenuePriorYear |
| Total Revenue Current Year | 33114632 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1922143 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2211393 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 16651115 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 17858792 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 856627 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10562252 | OtherExpensePriorYear |
| Other Expenses Current Year | 9993476 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 29135510 | TotalExpensesPriorYear |
| Total Expenses Current Year | 30063661 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2120494 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3050971 | RevenuesLessExpensesCY |
| Total Assets BOY | 58971982 | TotalAssetsBOY |
| Total Assets EOY | 59246830 | TotalAssetsEOY |
| Total Liabilities BOY | 22896433 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 20141252 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 36075549 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 39105578 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6957554 | Expense |
| Revenue | 6155198 | Revenue |
| Description | CHILDCARE- THE YMCA PROVIDES QUALITY AND AFFORDABLE CHILDCARE TO OVER 2,300 CHILDREN RANGING IN AGE FROM INFANTS TO MIDDLE-SCHOOLERS, IN 26 CHILDCARE CENTERS OVER THE NORTH SHORE REGION OF MASSACHUSETTS. CHILDREN SERVED LIVE AND LEARN THE VALUES OF CARING, HONESTY, RESPECT AND RESPONSABILITY WHILE MAKING NEW FRIENDS AND HAVING FUN EXPLORING THE WORLD AROUND THEM. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3069862 | Expense |
| Revenue | 1058461 | Revenue |
| Description | AQUATICS- THE YMCA AQUATICS PROGRAM IS PART OF THE YMCA'S OVERALL GOAL OF BUILDING HEALTHY SPIRIT, MIND AND BODY. SWIMMING IS A TERRIFIC EXERCISE FOR ALL AGES AND AN IMPORTANT SAFETY SKILL. THE YMCA HAS LESSONS AND CLASSES FOR EVERYONE, FROM BABIES TO SENIORS AND EVERY AGE IN BETWEEN. THE PROGRAM SERVED MORE THAN 13,000 CHILDREN ACROSS THE NORTH SHORE REGION OF MASSACHUSETTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2490185 | Expense |
| Grants | 1295361 | Grants |
| Revenue | 1847041 | Revenue |
| Description | YOUTH SERVICES - THE YMCA'S PROGRAMS PROMOTE FAIR PLAY AND AN APPRECIATION OF ONE'S SELF WORTH. LEAGUES AND CLASSES OFFERED ENSURE THAT CHILDREN LEARN THE IMPORTANCE OF TEAMWORK AS WELL AS THE RULES OF THE GAME. OVER 12,500 PLAYERS DEVELOPED THEIR SKILLS IN YMCA GYMNASTICS, BASKETBALL, VOLLEYBALL, SOCCER, T-BALL AND MORE. | Description |
Activity Other ActivityOther (4 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription | GrantsGrants |
|---|---|---|---|
| 1557449 | 2067771 | RESIDENCE - THE YMCA PROVIDES AFFORDABLE HOUSING TO 137 TENANTS AT THE CAPE ANN COMMUITY CENTER, CABOT STREET YMCA, HAVERHILL YMCA AND WADLEIGH HOUSE. IN ADDITION, THE YMCA IS EXPANDING ITS COMMITTMENT TO AFFORDABLE FAMILY HOUSING BY MANAGING 65 FAMILY UNITS IN BEVERLY. THIS IS THE BIGGEST CHALLENGE FACING THE YMCA. | |
| 9899119 | 14247902 | MEMBERSHIP - THE YMCA IS A MEMBER ORGANIZATION. THE YMCA HAS OVER 40,000 MEMBERS FROM IN AND AROUND THE NORTHSHORE REGION OF MASSACHUSETTS. BY COMMITTING TO SERVING ALL, THE YMCA PROVIDED $2,000,000 IN FINANCIAL ASSISTANCE TO THOSE CHILDREN, ADULTS AND FAMILIES WHO WERE UNABLE TO PAY FOR THE YMCA'S MEMBERSHIP AND PROGRAMS. | 775777 |
| 1601520 | 1379487 | GYMNASTICS - THE YMCA OFFERS A VARIETY OF FITNESS, WELLNESS AND HOLISTIC PROGRAMS AVAILABLE FOR ALL AGES. FROM ARTHRITIS PROGRAMS IN THEIR POOLS, TO STROLLER EXERCISES OUTDOORS, THE Y HAS A MYRIAD OF FITNESS PROGRAMS TO SUIT THE NEEDS OF ALL THEIR MEMBERS. | |
| 1770834 | 1961392 | CAMP - THIS PROGRAM PROVIDES DAY CAMP EXPERIENCE AND IS PACKED WITH ACTIVITIES GUARANTEED TO FILL EACH SUMMER DAY WITH FRIENDSHIPS AND MEMORIES THAT LAST A LIFETIME. OVER 5,000 CHILDREN ENJOYED CAMP ADVENTURES RANGING FROM HIKING IN THE NEW ENGLAND MOUNTAINS TO SAILING OFF THE COAST OF MARBLEHEAD. | 140255 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 14828922 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 916032 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 19656552 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 27346523 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 21 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2281 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 31 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 31 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIANE LINEHAN CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9789220990 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 CABOT STREET | AddressLine1 |
| City | BEVERLY | City |
| State | MA | State |
| ZIP Code | 01915 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (48 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JENNIFER BURAS | |||||||
| SECRETARY CLERK | 2.00 | X | 0 | 0 | 0 | ||
| SHEILA BURKE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JOHN COLUCCI | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JM CUNNIFF | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| THOMAS DAVIS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JOAN FIX | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DON FOURNIER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ROSEMARY FRENCH | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| PHILIP GLOUDEMANS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JACK GOOD | |||||||
| PRESIDENT | 2.00 | X | 0 | 0 | 0 | X | |
| DON GREENOUGH | |||||||
| ASSISTANT TREASURER | 2.00 | X | 0 | 0 | 0 | X | |
| DAVID GROOM | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DAVID HARRISON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| BRIAN HINES | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| PATRICIA JOHNSTONE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| COURTNEY KAGAN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| OMAR LONGUS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MAURA MCGRANE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DAVID MCKECHNIE | |||||||
| 2ND VICE PRESIDENT | 2.00 | X | 0 | 0 | 0 | X | |
| BETSY MERRY | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| KIM MEADER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JON PARK | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| RALPH PINO | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| RICK SETTELMEYER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| CAROL TOWNSEND | |||||||
| 1ST VICE PRESIDENT | 2.00 | X | 0 | 0 | 0 | X | |
| KIMBERLY ROCK | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| NANCY WARNER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JOHN RUSSELL | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DAVID YOUNGBLOOD | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| RICHARD CARLSON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| HERB COLLINS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| CALEB LORING III | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT LUTTS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| GLEN MACLEOD | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DEBORAH MCKENNA | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| THOMAS ALEXANDER | |||||||
| COUNSELOR | 2.00 | X | 0 | 0 | 0 | X | |
| EVERETT MORSS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| RICHARD WYKE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| GREGG BAZYLEWICZ | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| SCOTT BEYER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| KEVIN BOTTOMLEY | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DANIEL BOWIE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM LEAVER | |||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X | |
| JOHN J MEANY | |||||||
| CEO | 40.00 | 285764 | 0 | 133235 | X | ||
| CHRISTOPHER LOVASCO | |||||||
| COO | 40.00 | 167010 | 0 | 28675 | X | ||
| DIANE LINEHAN | |||||||
| CFO | 40.00 | 146807 | 0 | 22703 | X | ||
| MARGUERITE FRANCIS | |||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | 147839 | 0 | 13618 | X | ||
| MEEGAN O'NEIL | |||||||
| REGIONAL EXECUTIVE DIRECTOR | 40.00 | 124732 | 0 | 19817 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 872152 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 218048 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| WJJ PLANNING & CONSTRUCTION LLC | |||||
| 64 HAVERHILL STREET | RADING | MA | 01867 | CONSTRUCTION | 503288 |
| BERGMAN & ASSOCIATES | |||||
| 20 WASHINGTON STREET | HAVERHILL | MA | 01832 | PROFESSIONAL | 199775 |
| SUNDANCE SCREENPRINTERS | |||||
| 20 MAPLEWOOD AVE | GLOUCESTER | MA | 01930 | PRINTING | 145470 |
| PRINT RESOURCE | |||||
| 1500 WEST PARK DRIVE | WESTBOROUGH | MA | 01581 | PRINTING | 116426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Federated Campaigns | 182035 | FederatedCampaigns |
| Fundraising Events | 64739 | FundraisingEvents |
| Government Grants | 3022563 | GovernmentGrants |
| All Other Contributions | 2132416 | AllOtherContributions |
| Noncash Contributions | 64739 | NoncashContributions |
| Total Contributions | 5401753 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PROGRAM FEES | 624100 | 13010068 | 13010068 |
| MEMBERSHIP DUES | 900099 | 11669301 | 11669301 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 24679369 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 310274 | TotalRevenueColumn |
| Exclusion | $310,274 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 370978 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 269381 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 101597 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 101597 | TotalRevenueColumn |
| Exclusion | $101,597 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 823878 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 774139 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 49739 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 49739 | TotalRevenueColumn |
| Exclusion | $49,739 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 594046 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 64739 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 205960 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 388086 | TotalRevenueColumn |
| Exclusion | $388,086 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| RESIDENCE INCOME | 721000 | 2067771 | 2067771 | |
| RESALE INCOME | 900099 | 53633 | $53,633 | |
| VENDING INCOME | 722210 | 37443 | $37,443 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24967 | TotalRevenueColumn |
| Related Or Exempt Function Income | 24967 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2183814 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33114632 | TotalRevenueColumn |
| Related Or Exempt Function Income | 26772107 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $940,772 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2211393 | Total |
| Program Services | 2211393 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 784195 | Total |
| Program Services | 540382 | ProgramServices |
| Management And General | 163728 | ManagementAndGeneral |
| Fundraising | 80085 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14273921 | Total |
| Program Services | 13512219 | ProgramServices |
| Management And General | 483007 | ManagementAndGeneral |
| Fundraising | 278695 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 522734 | Total |
| Program Services | 470461 | ProgramServices |
| Management And General | 36591 | ManagementAndGeneral |
| Fundraising | 15682 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1188637 | Total |
| Program Services | 1069773 | ProgramServices |
| Management And General | 83205 | ManagementAndGeneral |
| Fundraising | 35659 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1089305 | Total |
| Program Services | 1029391 | ProgramServices |
| Management And General | 34856 | ManagementAndGeneral |
| Fundraising | 25058 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5263 | Total |
| Program Services | 2947 | ProgramServices |
| Management And General | 2316 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68115 | Total |
| Program Services | 38144 | ProgramServices |
| Management And General | 29971 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22578 | Total |
| Program Services | 12644 | ProgramServices |
| Management And General | 9934 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 323727 | Total |
| Program Services | 181287 | ProgramServices |
| Management And General | 142440 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141204 | Total |
| Program Services | 36192 | ProgramServices |
| Management And General | 100577 | ManagementAndGeneral |
| Fundraising | 4435 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 321677 | Total |
| Program Services | 140976 | ProgramServices |
| Management And General | 172119 | ManagementAndGeneral |
| Fundraising | 8582 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2215133 | Total |
| Program Services | 2213427 | ProgramServices |
| Management And General | 1706 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90076 | Total |
| Program Services | 42697 | ProgramServices |
| Management And General | 28115 | ManagementAndGeneral |
| Fundraising | 19264 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 978103 | Total |
| Program Services | 917914 | ProgramServices |
| Management And General | 60189 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 197250 | Total |
| Program Services | 181163 | ProgramServices |
| Management And General | 16087 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DEPRECIATION | 2266740 | 2211908 | 36555 | 18277 |
| PROGRAM | 1277625 | 1029952 | 39396 | 208277 |
| OTHER EXPENSES | 604460 | 429984 | 70562 | 103914 |
| BANK AND OTHER FEES | 453140 | 344972 | 80198 | 27970 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1028385 | Total |
| Program Services | 728697 | ProgramServices |
| Management And General | 268959 | ManagementAndGeneral |
| Fundraising | 30729 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30063661 | Total |
| Program Services | 27346523 | ProgramServices |
| Management And General | 1860511 | ManagementAndGeneral |
| Fundraising | 856627 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2182722 | BOY |
| EOY | 1128764 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 794556 | BOY |
| EOY | 860905 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 975532 | BOY |
| EOY | 870678 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3596389 | BOY |
| EOY | 4889978 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 337376 | BOY |
| EOY | 442226 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 63316434 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 18937088 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44459580 | BOY |
| EOY | 44379346 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5606006 | BOY |
| EOY | 5401919 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 191656 | BOY |
| EOY | 186758 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 828165 | BOY |
| EOY | 1086256 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58971982 | BOY |
| EOY | 59246830 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1946932 | BOY |
| EOY | 1829299 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 433449 | BOY |
| EOY | 436535 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18896428 | BOY |
| EOY | 16679526 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 939761 | BOY |
| EOY | 904382 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 679863 | BOY |
| EOY | 291510 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22896433 | BOY |
| EOY | 20141252 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32590902 | BOY |
| EOY | 36034369 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2576701 | BOY |
| EOY | 1948663 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 907946 | BOY |
| EOY | 1122546 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36075549 | BOY |
| EOY | 39105578 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58971982 | BOY |
| EOY | 59246830 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3050971 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -20942 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5710685 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5215767 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4802655 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4705463 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5401753 | CurrentTaxYear |
| Total | 25836323 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15468030 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16695658 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22008308 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23244554 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24679369 | CurrentTaxYear |
| Total | 102095919 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21178715 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21911425 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26810963 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27950017 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30081122 | CurrentTaxYear |
| Total | 127932242 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 36511 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 34900 | CurrentTaxYearMinus1Year |
| Current Tax Year | 215374 | CurrentTaxYear |
| Total | 286785 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 36511 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 34900 | CurrentTaxYearMinus1Year |
| Current Tax Year | 215374 | CurrentTaxYear |
| Total | 286785 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 127645457 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1544771 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1200378 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 643051 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 695540 | CurrentTaxYearMinus1Year |
| Current Tax Year | 681252 | CurrentTaxYear |
| Total | 4764992 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1544771 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1200378 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 643051 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 695540 | CurrentTaxYearMinus1Year |
| Current Tax Year | 681252 | CurrentTaxYear |
| Total | 4764992 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 484883 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 909762 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1359747 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1193152 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2183814 | CurrentTaxYear |
| Total | 6131358 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23208369 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24021565 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28813761 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29838709 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32946188 | CurrentTaxYear |
| Total | 138828592 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.91940 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.92720 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03430 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03770 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5606006 | BeginningOfYearBalance |
| Contributions | 182994 | Contributions |
| Investment Earnings Or Losses | -203704 | InvestmentEarningsOrLosses |
| Other Expenditures | 184890 | OtherExpenditures |
| Administrative Expenses | 5400406 | AdministrativeExpenses |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5388697 | BeginningOfYearBalance |
| Contributions | -92174 | Contributions |
| Investment Earnings Or Losses | 477486 | InvestmentEarningsOrLosses |
| Other Expenditures | 176719 | OtherExpenditures |
| Administrative Expenses | -8716 | AdministrativeExpenses |
| End Of Year Balance | 5606006 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4569737 | BeginningOfYearBalance |
| Contributions | 237676 | Contributions |
| Investment Earnings Or Losses | 874715 | InvestmentEarningsOrLosses |
| Other Expenditures | 253909 | OtherExpenditures |
| Administrative Expenses | 39522 | AdministrativeExpenses |
| End Of Year Balance | 5388697 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6383827 | BeginningOfYearBalance |
| Contributions | 214589 | Contributions |
| Investment Earnings Or Losses | -1648694 | InvestmentEarningsOrLosses |
| End Of Year Balance | 4949722 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.67920 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.07540 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.24540 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3824131 | OtherCostOrOtherBasis |
| Book Value | 3824131 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 54593000 | OtherCostOrOtherBasis |
| Depreciation | 16096540 | Depreciation |
| Book Value | 38496460 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4353273 | OtherCostOrOtherBasis |
| Depreciation | 2840548 | Depreciation |
| Book Value | 1512725 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 546030 | OtherCostOrOtherBasis |
| Book Value | 546030 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 44379346 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITAL LEASE OBLIGATION | Description |
| Amount | $291,510 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 291510 | TotalOfAmounts |
| Total Revenue | 33114632 | TotalRevenue |
| Total Expenses | 30063661 | TotalExpenses |
| Excess Or Deficit For Year | 3050971 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -388120 | NetUnrealizedGLOnInvestments |
| Prior Period Adjustments | 388128 | PriorPeriodAdjustments |
| Other | -$20,950 | OtherAmount |
| Total Adjustments | -20942 | TotalAdjustments |
| Excess Or Deficit Per FS | 3030029 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 30732821 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -388120 | NetUnrealizedGainsInvestments |
| Other Revenues | -2469032 | OtherRevenues |
| Revenue Not Rptd F990 | -2857152 | RevenueNotRptdF990 |
| Revenue Subtotal | 33589973 | RevenueSubtotal |
| Other Revenues Not Included | -475341 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -475341 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 33114632 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 28090920 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 475341 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 475341 | ExpensesNotRptdF990 |
| Expenses Subtotal | 27615579 | ExpensesSubtotal |
| Other Expenses Not Included | 2448082 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2448082 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 30063661 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE FUNDS ARE FOR THE OPERATIONS OF THE ORGANIZATION. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION FOLLOWS FASB ASC 740, "INCOME TAXES", WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION,INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES. THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR THE YEARS BEFORE 2008. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANCE IN CASH SURRENDER VALUE 22,693. CHANGE IN BENEFICIAL INTEREST IN PERP TRUST -43,528. UNREALIZED LOSS ON INVESTMENT IN AFFILIATES -115. TOTAL TO SCHEDULE D, PART XI, LINE 8: -20,950. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE 22,693 CHANGE IN BENEFICIAL INTEREST (43,528) UNREALIZED LOSS ON INVESTMENTS (115) FINANCIAL ASSISTANCE (2,211,393) FUNRAISING EXPENSE NETTED WITH INCOME (205,960) UNCOLLECTIBLE PLEDGES (30,729) TOTAL (2,469,032) | ||
| PART XII, LINE 4B - OTHER ADJUSTMENTS: RENT EXPENSE (269,381) ADDITIONAL SPECIAL EVENTS REPORTED ON FORM 990 (205,960) TOTAL TO SCHEDULE D, PART XII, LINE 4B (475,341) | ||
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE 269,381 ADDITIONAL SPECIAL EVENTS REPORTED ON FORM 990 205,960 TOTAL TO SCHEDULE D, PART XII, LINE 4B 475,341 | ||
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE 2,211,393 FUNRAISING EXPENSE NETTED WITH INCOME 205,960 UNCOLLECTIBLE PLEDGES 30,729 TOTAL TO SCHEDULE D, PART XIII, LINE 4B 2,448,082 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 371032 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 64739 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 306293 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 40468 | RentFacilityCostsEvent1 |
| Entertainment Event1 | 8070 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 41634 | OtherDirectExpensesEvent1 |
| Name Of Event2 | HAVERHILL GOLF TOURNEY | NameOfEvent2 |
| Gross Receipts Event2 | 43195 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 43195 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 19394 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 23801 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 40 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 244558 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 244558 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 10000 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 62593 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 658785 | GrossReceiptsTotal |
| Charitable Contributions Total | 64739 | CharitableContributionsTotal |
| Gross Revenue Total Events | 594046 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 69862 | RentFacilityCostsTotalEvents |
| Entertainment Total Events | 8070 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 128028 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 205960 | DirectExpenseSummaryEvents |
| Net Income Summary | 388086 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (8 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS-ADULTS PROGRAM | 641 | 235791 |
| SCHOLARSHIPS-CAMP PROGRAM | 527 | 140255 |
| SCHOLARSHIPS-OLDER ADULTS | 6 | 889 |
| SCHOLARSHIPS-ONE ADULT FAMILY PROGRAMS | 630 | 260466 |
| SCHOLARSHIPS-TEEN PROGRAMS | 105 | 39569 |
| SCHOLARSHIPS-TWO ADULT FAMILY PROGRAMS | 138 | 58770 |
| SCHOLARSHIPS-TWO ADULT FAM W/CHILDREN | 379 | 180292 |
| SCHOLARSHIPS-YOUTH PROGRAM | 3544 | 1295361 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE I, PART I, LINE 2: | Identifier |
| Explanation | THE YMCA OFFERS FINANCIAL ASSISTANCE BASED ON FAMILY HOUSEHOLD INCOME, ENSURING THAT HELP IS OFFERED WHERE MOST NEEDED. THIS INCLUDES COLLECTING PAYSTUB INFORMATION, HOURS WORKED AND OTHER DOCUMENTATION TO VERIFY LEGAL RESIDENCE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN J MEANY | |||||||||||||
| 247000 | 0 | 35000 | 0 | 3764 | 0 | 121784 | 0 | 11451 | 0 | 418999 | 0 | 0 | 0 |
| CHRISTOPHER LOVASCO | |||||||||||||
| 156472 | 0 | 10000 | 0 | 538 | 0 | 13361 | 0 | 15314 | 0 | 195685 | 0 | 0 | 0 |
| DIANE LINEHAN | |||||||||||||
| 140727 | 0 | 5000 | 0 | 1080 | 0 | 11744 | 0 | 10959 | 0 | 169510 | 0 | 0 | 0 |
| MARGUERITE FRANCIS | |||||||||||||
| 139259 | 0 | 7500 | 0 | 1080 | 0 | 11827 | 0 | 1791 | 0 | 161457 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 4B | PROVIDED THAT THE CEO REMAINS EMPLOYED WITH THE ORGANIZATION AS OF 1/18/15, HE WILL RECEIVE PAYMENT FROM A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ESTABLISHED FOR HIS BENEFIT. |
| PART I, LINE 7 | BONUS PAYMENTS ARE PERFORMANCE BASED AND AT THE DISCRETION OF THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSDEVELOPMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 043431814 | IssuerEIN |
| Date Issued | 2009-08-05 | DateIssued |
| Issue Price | 21500000 | IssuePrice |
| Description Of Purpose | REFUND PRIOR ISSUE 2002 AND 2006 | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Refunding Escrow | 21500000 | RefundingEscrow |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 1 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 1 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 1 | MngmentCntrctBondFinancdPrprty |
| Engage Bond Counsel Contracts | 0 | EngageBondCounselContracts |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00410 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00410 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 1 | ExceptionToRebate |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | AUCTION ITEMS | Description |
| Number Of Contributions | 272 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 64739 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION MISSION STATEMENT | FORM 990, PART III, LINE 1 | THE YMCA OF THE NORTH SHORE IS COMMITTED TO EDUCATION, YOUTH DEVELOPMENT, HEALTHY LIVING AND SOCIAL RESPONSIBILITY AND THE VALUES OF CARING, HONESTY, RESPECT AND RESPONSIBILITY. OUR YMCA PROVIDES ALL CHILDREN, ADULTS AND FAMILIES, REGARDLESS OF INCOME, WITH OPPORTUNITIES TO DEVELOP A HEALTHY SPIRIT, MIND AND BODY. OUR STRATEGIC GOALS INCLUDE BUILDING DEVELOPMENT ASSETS IN YOUTH, FOSTERING DIVERSE LEADERSHIP AT ALL LEVELS, WELCOMING EVERYONE REGARDLESS OF INCOME, BUILDING AND MAINTAINING STRONG FACILITIES, PROVIDING QUALITY CHILDCARE PROGRAMS, DEVELOPING CHILDHOOD AND ADULT OBESITY PROGRAMS AND EXPANDING AFFORDABLE HOUSING PROGRAMS.OUR 2,281 MEMBER EMPLOYEE TEAM AND 3,200 MEMBER VOLUNTEER TEAM ARE COMMITTED TO SERVING ALL IN OUR COMMUNITIES.THIS COMMITMENT CAN BE SEEN IN THE HIGH QUALITY OF SERVICE WE PROVIDE AND OUR STRONG FINANCIAL ASSISTANCE PROGRAM,IN WHICH OVER $2,000,000 WAS DISTRIBUTED TO OVER 5,000 CHILDREN, ADULTS AND FAMILIES WHO WERE UNABLE TO PAY FOR Y MEMBERSHIP AND PROGRAMS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THIS IS BASED ON ARTICLE IV OF THE CONSTITUTION AND BYLAWS OF THE ORGANIZATION, NOT LESS THAN SIXTEEN AND NOT MORE THAN 26 VOTING MEMBERS, BASED IN REPRESENTATIVE DIRECTORS AND AT-LARGE DIRECTORS. MEMBERS SHALL HAVE AND EXERCISE ALL POWERS NECESSARY TO CONTROL THE PROGRAMMING AND PERSONNEL OF THE NORTH SHORE YMCA IN ANY OF ITS DETAILS IN ACCORDANCE WITH THE LAWS OF THE COMMONWEALTH OF MASSACHUSETTS. THE MANAGEMENT OF THE NORTH SHORE YMCA ("NSY") SHALL BE VESTED IN A BOARD OF DIRECTORS OF NOT LESS THAN SIXTEEN NOT MORE THAN THIRTY-SIX MEMBERS. DIRECTORS SHALL BE EIGHTEEN YEARS OF AGE OR OLDER AND SHALL SUBSCRIBE TO THE NSY STATEMENT OF PURPOSE CONTAINED IN ARTICLE 1, SECTION 2. ELECTION OF MEMBERS SHALL BE BY TWO PROCEDURES: REPRESENTATIVE DIRECTORS DESIGNATED BY LOCAL BOARD OF DIRECTORS AND AT-LARGE DIRECTORS ELECTED ANUALLY BY VOTE OF THE QUALIFIED MEMBERS OF THE NSY. REPRESENTATIVE DIRECTORS AND AT-LARGE DIRECTORS SHALL HAVE THE SAME RIGHTS, DUTIES AND OBLIGATIONS, EXCEPT AS STATED IN THE BY-LAWS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH LOCAL BOARD OF DIRECTORS SHALL ELECT ONE MEMBER TO SIT ON THE BOARD OF DIRECTORS. ELECTION OF SAID REPRESENTATIVE DIRECTORS SHALL BE CONDUCTED IN THE TIME AND MANNER SPECIFIED IN THE WRITTEN POLICY OF EACH LOCAL BOARD OF DIRECTORS. THE NSY SHALL CONDUCT ANNUAL ELECTIONS TO ELECT THE AT-LARGE DIRECTORS WHO SHALL SERVE UNTIL THE FOLLOWING ANNUAL ELECTION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE BOARD TREASURER/CHAIRMAN OF THE FINANCE COMMITTEE, CHAIRMAN OF THE AUDIT COMMITTEE, CFO AND CEO, PRIOR TO FILING FINAL ELECTRONICALLY WITH THE IRS. THIS REVIEW INCLUDED CHANGES IN THE FORM 990 COMPARED TO LAST YEAR AND VERIFICATION OF ACCURACY IN STATEMENTS AND MISSION OF THE ORGANIZATION. IN ADDITION, A COPY OF FORM 990 IS REVIEWED AND ELECTRONICALLY COMMUNICATED TO THE ENTIRE BOARD PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | AN INTERESTED PARTY IS UNDER A CONTINUING OBLIGATION TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST AS SOON AS IT IS KNOWN OR REASONABLY SHOULD BE KNOWN. AN INTERESTED PARTY SHALL COMPLETE THE QUESTIONNAIRE FULLY AND COMPLETELY DISCLOSE THE MATERIAL FACTS ABOUT ANY POTENTIAL CONFLICTS OF INTEREST. THE DISCLOSURE STATEMENT AND AFFIRMATION OF THE COMPLIANCE SHALL BE SUBMITTED UPON HIS/HER ASSOCIATION WITH THE YMCA OF THE NORTH SHORE, AND SHALL BE FILED WHENEVER A POTENTIAL CONFLICT ARISES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO'S COMPENSATION IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTE, A SUB-COMMITTEE OF THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THIS OCCURS DURING THE EVALUATION PROCESS. THIS PROCESS WAS LAST COMPLETED IN MAY 2011. THE COMPENSATION OF THE CFO IS REVIEWED ANNUALLY BY THE CEO DURING THE EVALUATION PROCESS. THIS WAS LAST COMPLETED IN DECEMBER 2011. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND AUDITED FINANCIAL STATEMENTS AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE AND UPON REQUEST. THE FORM 990 IS ALSO MADE AVAILABLE VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE AND GUIDESTAR WEBSITE. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -388,120. PRIOR PERIOD ADJUSTMENTS: 388,128. CHANCE IN CASH SURRENDER VALUE 22,693. CHANGE IN BENEFICIAL INTEREST IN PERP TRUST -43,528. UNREALIZED LOSS ON INVESTMENT IN AFFILIATES -115. TOTAL TO FORM 990, PART XI, LINE 5: -20,942. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YNS AFFORDABLE HOUSING INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 CABOT | AddressLine1 |
| City | BEVERLY | City |
| State | MA | State |
| ZIP Code | 01915 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274406835 | EIN |
| Primary Activities | LOW INCOME HOUSING | PrimaryActivities |
| Legal Domicile State | MA | LegalDomicileState |
| Exempt Code Section | 501 (C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 9 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 1 | ControlledOrg |
Form990 Schedule R Part III Form990ScheduleRPartIII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CABOT ESSEX AFFODABLE HOUSING LP | ||||||||||||||
| 245 CABOT ST | BEVERLY | MA | 01915 | 043335293 | LOW INCOME HOUSING | MA | CABOT AFFORDABLE HOUSING INC | RELATED | -43 | -177 | 0 | 0 | 0.79000 | |
| CAPE ANN YMCA COMMUNITY CENTER LP | ||||||||||||||
| 71 MIDDLE STREET | GLOUCESTER | MA | 01930 | LOW INCOME HOUSING | MA | 67 MIDDLE ST INC | RELATED | 1005623 | 0 | 0 | 1.00000 | |||
| CABOT AFFORDABLE HOUSING LP | ||||||||||||||
| 245 CABOT STREET | BEVERLY | MA | 01915 | 043332590 | LOW INCOME HOUSING | MA | RELATED | -426655 | -177 | 0 | 0 | 0.00010 | N/A | |
| WINTER STREET HOUSING LP | ||||||||||||||
| 81 WINTER STREET | HAVERHILL | MA | 01830 | 201677719 | LOW INCOME HOUSING | MA | RELATED | -164847 | -98 | 0 | 0 | 0.00010 | N/A | |
| POWDER HOUSE VILLAGE LP | ||||||||||||||
| 112 COUNTY ROAD | IPSWICH | MA | 01938 | 270195040 | LOW INCOME HOUSING | MA | RELATED | -114483 | -10 | 0 | 0 | 0.00010 | N/A | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 67 MIDDLE STREET INC | |||||||||||
| 67 MIDDLE STREET | GLOUCESTER | MA | 01930 | 043183108 | PROVISION OF LOW INCOME HOUSING | MA | N/A | C | -17 | 189129 | 1.00000 |
| CABOT AFFORDABLE HOUSING INC | |||||||||||
| 245 CABOT STREET | BEVERLY | MA | 01915 | 043332593 | PROVISION OF LOW INCOME HOUSING | MA | N/A | C | -43 | -177 | 1.00000 |
| WINTER STREET HOUSING INC | |||||||||||
| 81 WINTER STREET | HAVERHILL | MA | 01830 | 201677719 | PROVISION OF LOW INCOME HOUSING | MA | N/A | C | -16 | -98 | 1.00000 |
| POWDER HOUSE VILLAGE GP INC | |||||||||||
| 245 CABOT STREET | BEVERLY | MA | 01915 | 270195040 | PROVISION OF LOW INCOME HOUSING | MA | N/A | C | -11 | -10 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 1 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| POWDER HOUSE VILLAGE LP | ||
| G | 615000 | FAIR MARKET VALUE |
| HISTORIC HAVERHILL INC | ||
| I | 173600 | FAIR MARKET VALUE |
| POWDER HOUSE VILLAGE LP | ||
| K | 1100000 | FAIR MARKET VALUE |
| WINTER STREET HOUSING | ||
| Q | 121500 | FAIR MARKET VALUE |
| YNS AFFORDABLE HOUSING | ||
| Q | 51786 | FAIR MARKET VALUE |
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