2011-01-27T08:53:19-06:00 2010-06-30 Kerkering Barberio & Co PO Box 49348 Sarasota FL 342306348 990 2009-07-01 591618413 SARASOTA FAMILY YMCA SARA 9419512916 ONE SOUTH SCHOOL AVENUE No 300 SARASOTA FL 34237 Steve Bourne 9419512916 2011-01-24 1 Rebecca U Stoner 9413654617 2009 2016-02-24 21:20:13Z Paul Smith ONE SOUTH SCHOOL AVENUE No 300 SARASOTA FL 34237 39671355 0 X www.sarasota-ymca.org X 1945 FL The Sarasota Family YMCA is a charitable organization providing a rich and varied compendium of programs and services to a diverse population. As an Association of all ages, ethnic groups and religious affiliations, we are united in putting Judeo-Christian principals into practice through programs that enrich the quality of spiritual, mental, physical and social life for children, families and our community. The Association challenges people to live by the four core values of caring, honesty,respect and responsibility. The motto of the YMCA is "We build strong kids, strong families, strong communities". 19 19 1020 700 157968 145029 29786237 28065534 12237490 10844447 61251 -10922 349246 372165 42434224 39271224 609250 496707 0 16430112 13495086 0 90958 25579611 25601987 42618973 39593780 -184749 -322556 32009655 32275835 12350671 11578477 19658984 20697358 "We build strong kids, strong families and strong communities". This is achieved through our three pillars of community; for youth development, for healthy living, for social responsibility. We promote and serve a diverse age, religious and ethnic population, challenging people to live by our four core values of caring, honesty, respect and responsibility. 0 0 22878399 CHILD WELFARE/FOSTER CARE: The Sarasota Family YMCA pioneered the current foster care deliver system in Florida that has been adopted through out the state. Collaborating with state and community partners the Y took care of 1689 children in Manatee, Sarasota and De Soto counties. The community based care project is known as the Safe Children Coalition. The continuum of services provided include: diversion to prevent children entering the welfare system, early intervention, child/family assessment, case planning and management, coordination of services, family preservation services, child placement in foster homes/residential homes or psychiatric care, adoption services, family reunification services, transitional living programs to assist children on their road to independence, and family reunification services. 11721163 449307 10844447 HEALTH ENHANCEMENT AND EARLY CHILDHOOD DEVELOPMENT: Promoting the development of a healthy mind, body and spirit the Sarasota Family YMCA connected with over 61,000 people in 4 branch locations. Facilities provide a large range of fitness and social activities to appeal to all age groups. The variety of programs all focus on exercise, good nutrition and social interaction that advance individual and group well being. Youth programs support healthy character development and the building of self esteem. The Y's Activate America Program is specifically designed to combat the rising increase in obesity in America, particularly child obesity. Financial barriers to membership are mitigated through the financial assistance program which totaled $318,028 in fiscal year 2010. Early childhood development is accomplished at the 4 branch locations and 7 school sites. Activities include math, reading, art and exercise and character development is embodied through the core values of caring, honesty, respect and responsibility. A combination of child care, youth sports, gymnastics aquatics and camp benefited over 8,500 children. Financial barriers to participation are mitigated through the financial assistance program that totaled $131,279 in fiscal year 2010. 2192945 YOUTH AND FAMILY SERVICES: Services are provided through one residential and two community based programs and an alternative school. The Youth Shelter provides temporary housing and care for children between the ages of 10 and 18 who have run away, are experiencing conflict, or have been locked out of their homes. The shelter provided a safe place for 202 children in a family like atmosphere. The children receive daily transportation to and from school and after-school tutoring. Each child participates in individual, group, and family counseling and a variety of educational and recreational activities. Family Management Services provided free counseling services to 279 youth ( ages 10-17) and their families in the areas of anger management, peer relations, self esteem, school and home behaviors. The Schoolhouse Link Program is a partnership between the Sarasota Family YMCA and the Sarasota County School Board and had an impact on 978 students in fiscal year 2010. The programs goal is to ensure that students in transition are able to enroll, attend and succeed in school. Schoolhouse Link supports each student by helping create educational stability and by removing any barriers limiting their success.169 students participated in the YMCA Triad Alternative Program that is a cooperative community project developed to help teens improve their chances for future success. It is a behavior modification program using low student to staff ratios, self-contained classrooms, modified curricula, adventure-based learning, and a "whole-student" approach to teaching. 837311 47400 EDUCATIONAL OUTREACH PROGRAMS(EOS):A continuum of EOS programs is designed to elevate the quality of child care (center-based, faith-based, family child care and after school care), education, and family involvement for children birth to age 12. HIPPY (Home Instruction of Parents for Preschool Youngsters) influenced 285 children and families by assisting parents in becoming more involved with the education of their children between the ages of ages 3-5. Operation Graduation assisted 61 Sarasota inner-city students to achieve academically and to successfully complete elementary, middle and high school levels. Students receive remedial and enrichment instruction in order to maintain academic standards. YMCA READS! helped 61 students to close the gap in students' reading performance and the State of Florida's reading performance expectations. The program is limited to K through third graders specifically referred by the participating schools, and the primary focus of the programming will be on improving students' reading grade level equivalency. The 452 students were enrolled in the Achievers Programs whose mission it is to empower at risk youth to make and achieve positive goals. The program encourages continuous growth in the areas of: 1. Personal Development 2. College Preparation 3. Community Service and Leadership 4. Cultural enrichment 5. Recreation. In fiscal year 2010, $47,400 was awarded in scholarships to graduates of the Achievers program for continuing college education. 837311 47400 37629818 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 57 0 1020 1 1 1 0 0 0 0 0 0 0 0 19 19 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 FL X Steve Bourne 9419512916 1 SOUTH SCHOOL AVENUE SARASOTA FL 34237 gEORGE AUGUSTIN 1.00 X 0 0 0 lyNN BONNETT 1.00 X 0 0 0 jiM BOS 1.00 X 0 0 0 jeFFREY CHARLOTTE 1.00 X 0 0 0 Kathy coffey 1.00 X 0 0 0 DAN DANNHEISSER 1.00 X 0 0 0 RONALD GELBMAN 1.00 X 0 0 0 Lee Hawthorne 1.00 X 0 0 0 ROD HERSHBERGER 1.00 X 0 0 0 JOHN HOGAN 1.00 X 0 0 0 LARUE Merrill 1.00 X 0 0 0 JOHN ROSS 1.00 X 0 0 0 ANGELO SIFAKES 1.00 X 0 0 0 HILLARY STEELE 1.00 X 0 0 0 DAVID TICHNOR 1.00 X 0 0 0 P BURT VEAZEY 1.00 X 0 0 0 ed landis 1.00 X X 0 0 0 Rick McDaniel 1.00 X X 0 0 0 Fredric JAcobs 1.00 X X 0 0 0 Paul Smith 40.00 X 71019 0 7692 Steve Bourne 40.00 X 92810 0 3735 JIM PURDY 40.00 X 139641 0 17389 BONNIE GAUSPOHL 40.00 X 109792 0 14234 EDWARD MCBRIDE 40.00 X 98278 0 12940 ira klein 40.00 X 108618 0 12630 John Knust 40.00 X 122000 0 13929 CARL L WEINRICH 40.00 X 153033 0 12821 Theresa A White 40.00 X 80245 0 6450 796913 0 82430 5 1 1 0 Youth and Family Alternatives - RA 7524 Palthe Rd New Port Richey FL 34653 case management services 2854871 manatee glens po box 9478 bradenton FL 34206 case management services 2539684 Family Preservation Services 121 N 2nd street Fort Pierce FL 34950 case management services 1176033 manatee children's services 453 cortez road west bradenton FL 34207 out of home care 843689 Family Partnership Center 918 14th Street Bradenton FL 34205 Counseling 175715 9 109461 577431 26889708 488934 28065534 Membership dues 713940 7614142 7614142 PROGRAM SERVICE FEES 713940 3230305 3230305 10844447 1573 1573 54092 80776 -26684 -26684 -26684 6590 19085 -12495 -12495 -12495 390363 109461 226530 163833 163833 107971 73740 34231 34231 Y ASSOCIATES (K-1) 531390 146029 146029 Other revenue 900099 42817 42817 Y Foundation 531390 11939 11939 200785 39271224 10844447 157968 203275 496707 496707 306167 283207 22960 10608925 9941788 624810 42327 1371201 1278074 86573 6554 1208793 1108467 92924 7402 9000 7497 1503 61500 51233 10267 539163 449151 90012 87955 64039 23916 1208111 1162923 44347 841 2873993 2556829 311029 6135 254367 246796 6681 890 127831 71423 55408 1000 374431 282994 91437 1526914 1504851 19655 2408 634387 611862 22525 Contracted services 16988165 16988165 Equipment rental and ma 421021 380610 40411 bank CHARGES 234151 182209 51942 duES & licenses 160917 157267 3209 441 MiscELLANEOUS 100081 86933 13148 39593780 37629818 1873004 90958 757276 103472 2835786 2434413 309738 275491 177369 182304 200000 196476 14002 9307 312113 559077 34255730 16099683 18727116 18156047 8512144 10217884 164111 141364 32009655 32275835 2097743 2095807 793118 594856 6425000 6070000 212452 202242 2822358 2615572 12350671 11578477 X 18568479 19440439 808395 974809 282110 282110 19658984 20697358 32009655 32275835 X 0 1 1 X 1 1 X 77870160 78688815 81248370 29786237 28065534 295659116 77870160 78688815 81248370 29786237 28065534 295659116 295659116 45549 105897 108499 36817 55665 352427 164738 166242 112383 225952 157968 827283 19296 24391 27930 18859 42817 133293 296972119 65629448 0.99560 0.99640 X 282110 282110 282110 282110 1.00000 0 0 1702015 1702015 23758757 9378203 14380554 1665795 893762 772033 7129163 5827718 1301445 18156047 10217884 F 10217884 CAPITAL LEASE 212055 AGENCY FUNDS 72450 DEFERRED GOVERNMENT CONTRACTS 1134665 Interest rate swap 1196402 2615572 39271224 39593780 -322556 1360930 1360930 1038374 40447452 183829 1441706 1625535 38821917 449307 449307 39271224 39409078 183829 80776 264605 39144473 449307 449307 39593780 Part V, Line 4: Description of Intended Use of Endowment Funds: Permanently restricted net assets consist of the beneficial interest in the net assets of the YMCA Foundation of sarasota, Inc. Part XI, Line 8 - Other Adjustments: CHANGE IN BENEFICIAL INTEREST IN NET ASSETS YMCA FOUNDATION OF SARASOTA, INC: 892048. Y Associates book to tax difference: 667493. UNRELATED BUSINESS INCOME TAX: -51078. Change in value of interest rate swap: -147533. Part XII, Line 2d - Other Adjustments: Change in beneficial interest: 892048. Book to tax difference on investments in partnership: 667493. income tax on unrelated business income: -51078. RENTAL EXPENSE: 80776. Change in value of interest rate swap: -147533. Part XII, Line 4b - Other Adjustments: Membership discounts netted against revenue per books: 318028. Program discounts netted against revenue per books: 131279. Part XIII, Line 2d - Other Adjustments: RENTAL EXPENSES: 80776. Part XIII, Line 4b - Other Adjustments: Membership discounts netted against revenue per books: 318028. Program discounts netted against revenue per books: 131279. Berlin Bridge Run 65105 6800 58305 38855 Triathlon 68633 1676 66957 15483 1 18352 15352 3000 3135 152090 23828 128262 57473 57473 70789 1 Membership assistance 1787 318028 FMV Financial assistance based on the Federal poverty guidelines is provided to individuals and families in the form of membership discounts. Program Assistance 1191 131279 FMV Financial assistance based on the Federal poverty guidelines is provided to individuals and families in the form of discounts on program participation. COLLeGE SCHOLARSHIPS 72 47400 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Financial Assistance based on the Federal poverty guidelines is provided to individuals and families in the form of a discounted rate for membership or program fees (eg After School). A formal application must be made by the recipient and the amount of assistance is based on a sliding scale using the fereral poverty guidelines. In addition college students who graduated from the Y Achievers program may qualify for a college scholarship. X X X X 0 0 0 0 0 0 0 0 0 JIM PURDY 139641 0 0 0 0 0 0 0 17389 0 157030 0 0 0 CARL L WEINRICH 153033 0 0 0 0 0 0 0 12821 0 165854 0 0 0 Form 990, Part VI, Section B, line 11 The Form 990 is prepared by an independent accounting firm. It is reviewed by the organization's management. A paper or electronic copy of the return is provided to all Board Members. The form 990 is presented at a regular Board meeting where the floor is open for questions and discussion. Form 990, Part VI, Section B, line 12c Transactions with directors, officers and employees of the organization are discouraged. Should a transaction involving a director, officer or employee be deemed necessary, the conflict of interest must be submitted to the Audit Committee for approval. Annually, conflict of interest statements are provided and signed by all directors, officers and employees who are exempt or in key positions and all transactions must be authorized. Form 990, Part VI, Section B, line 15 The CEO's compensation is reviewed annually by the Executive committee of the Board of Directors using comparability data. This data may be provided by an independent consultant of the Associaton's HR department. The review process is documented and all findings and recommendations are presented to the Full board of Directors in executive session. Form 990, Part VI, Section C, line 19 The organization makes it's governing documents, conflict of interest policy, and audited financial statements availabe to the public upon request. Form 990, Part XI, Line 2c Audit Oversight The organization has an audit committee which is responsible for audit oversight and selection of an independent accountant. Form 990, Part I, Line 6 volunteers Volunteers helped children to improve their reading skills, tutored and counseled youth, participated in fundraising events, ran sporting events, coached youth sports and organized a clothes closet for needy children.