2011-05-06T14:08:16-05:00 2010-06-30 Kerkering Barberio & Co PO Box 49348 Sarasota FL 342306348 990 2009-07-01 591629660 SOUTH COUNTY FAMILY YMCA INC SOUT 9414936130 701 CENTER ROAD VENICE FL 34285 Kenneth Modzelewski 9414936130 2011-04-15 1 Rebecca U Stoner 9413654617 2009 2016-02-24 21:20:13Z Kenneth Modzelewski 701 CENTER ROAD VENICE FL 34285 8333252 0 X www.veniceymca.com X 1976 FL South County Family YMCA puts Judeo-Christian principles into practice through programs that build healthy mind, body, and spirit for all. We offer health and wellness and sports programs to people of all ages, provide pre-school and after school child care, and collaborate with other local not-for-profit agencies to assist community members in various aspects of life, including strengthening families. 21 20 366 190 0 0 1102393 1029647 7064935 6821261 75966 47225 277975 298627 8521269 8196760 437070 397568 0 4705352 4470833 0 441908 3302193 3307626 8444615 8176027 76654 20733 20873734 20912063 7860258 8016573 13013476 12895490 South County Family YMCA's mission is to put Judeo-Christian principles into practice through programs that build healthy mind, body, and spirit for all. 0 0 2451861 185602 2631521 Pre-school care: South County Family YMCA operates two pre-schools in the Venice community, providing full-day care from 7:00 A.M. - 6:00 P.M. We provide safe, loving, affordable care for over 200 children ages six weeks - five years. In 2010, we discounted our rates to assist needy families in our pre-schools by over $140,000. These funds are obtained through our special events and annual giving campaigns and are also subsidized through membership fees. Currently, over 30% of the families enrolled in the pre-schools participate at a subsidized rate through YMCA scholarship assistance or through funding from the early learning coalition. Approximately 70% of our participants are currently living at or below the federal poverty level. Both pre-schools are licensed through the department of children and families, which ensures that the centers adhere to strict guidelines that improve the quality of care that is provided. The Venice pre-school is apple accredited, which is one of the highest ratings a center can receive. Both sites have contracted with the early learning coalition and with the state of Florida's voluntary pre-kindergarten program. 1443027 141559 1900972 School Age Care: South County Family YMCA's school age care program provides before-and after- school care for youth from kindergarten through eighth grade. The program is available at six sites, including two YMCA branches, three schools, and one church. Before-school care begins at 6:30 A.M., and after-school care ends at 6:00 P.M. For students at which we do not offer the program at their school, the youth are bussed to the YMCA. During the school year, approximately 420 students participate in school age care. Daily activities available include learning centers, homework help and tutoring, arts and crafts, group games, and physical fitness. The YMCA also has two YMCA reads! sites offered through school age care. This program provides free extensive reading tutoring from trained staff and volunteers in a one-on-one setting for students from kindergarten through third grade. Our sites have been ranked first and third in the state by evaluators hired by the department of education. Full-day school age programs are also offered to youth throughout the year when school is not in session. The programs are available from 7:00 A.M. - 6:00 P.M. and were attended by almost 600 children this year. In FY 2010, the YMCA provided discounted rates of over $110,000 to needy families in the school age program. The program is licensed through the department of children and families. 1637249 56544 1286243 Sports: In 2010, over 1,900 kids participated in South County Family YMCA's sports programs. Sports leagues are offered to children ages three years - eighteen year in soccer, basketball, tee-ball, baseball, and volleyball. The "Y Winners" philosophy is utilized, which ensures equal playing time for all children, regardless of their skill level. Aquatics and gymnastics are two of our other sports departments. Programs and classes are offered in these sports in competitive and non-competitive environments. In 2010, over 500 kids learned to swim in our aquatics program. The competitive swim team currently has about 80 participants. The gymnastics department offers instruction in dance, cheerleading, and gymnastics to kids from pre-school age to teenagers. Scholarship assistance totaling over $38,000 was provided to participants in sports programs in 2010. 1580550 13863 1002525 Wellness: South County Family YMCA has been addressing various community health issues for years, and recently there has been a focus on childhood obesity and diabetes. Youth physical fitness is promoted through fitness classes targeting that age group and the design of a new youth-specific wellness area. Each day at our facilities, over 2,500 youth, teens, adults, and seniors work to improve their health and wellness. There are 190 group exercise classes offered per week. The YMCA has also transitioned the cardiac phase III center from the local hospital to our Venice facility. 240 cardiac patients are assisted and monitored by a full-time cardiac care nurse that is on staff at the YMCA. Wellness programs are extremely useful to participants recovering from other illnesses and injuries, as well. 1580550 13863 1002525 7112687 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 15 0 366 1 0 0 0 0 0 0 0 0 0 21 20 1 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 1 1 0 FL X lori JAMES 9414929622 701 Center Rd Venice FL 34285 Darcy o'brien 0.30 X 0 0 0 Edmund Campbell 0.50 X 0 0 0 Fred Hammett 0.50 X 0 0 0 George Pickhardt 0.50 X 0 0 0 Jeannette Flokstra 0.30 X 0 0 0 Jeff King 0.50 X 0 0 0 Joe dombrowski 0.30 X 0 0 0 John Kearney 0.30 X 0 0 0 Joseph Ferretti 0.30 X 0 0 0 Kelly Caldwell 0.50 X 0 0 0 Mary Ann Conroy 0.50 X 0 0 0 Mary Smith 0.30 X 0 0 0 Michelle Hazeltine 0.30 X 0 0 0 Richard Appell 0.50 X 0 0 0 Tom Knight 0.30 X 0 0 0 David Wampler 0.50 X X 0 0 0 Grady Hough III 0.30 X X 0 0 0 Jim Kuhlman 0.50 X X 0 0 0 Robert Klingbeil 0.50 X X 0 0 0 Wendy Fishman 0.50 X X 0 0 0 Kenneth Modzelewski 45.00 X X 160961 0 34096 Lori James 45.00 X 72692 0 12069 233653 0 46165 1 0 1 0 0 68842 960805 19800 1029647 Membership dues 624100 3596525 3596525 PROGRAM SERVICE FEE RE 624100 3224736 3224736 6821261 47225 47225 138641 138641 138641 138641 287692 68842 136492 151200 151200 4023 4023 4023 miscellaneous 900099 4763 4763 4763 8196760 6821261 0 345852 397568 397568 279819 39338 196976 43505 3293756 3005280 121280 167196 181752 173365 170 8217 426677 384395 20316 21966 288829 248797 23395 16637 53752 50732 1765 1255 76187 71907 2501 1779 202395 179126 13599 9670 60491 52107 4900 3484 612162 527316 49586 35260 425215 366280 34443 24492 80562 69396 6526 4640 261544 225294 21185 15065 690214 593813 56338 40063 395887 341017 32067 22803 EQUIPMENT RENTAL AND MA 102608 88387 8310 5911 BANK & CREDIT CARD FEES 102156 87997 8275 5884 BAD DEBTS 39637 34143 3211 2283 taxes 38314 33004 3103 2207 vehicle expenses 27780 23930 2250 1600 138722 119495 11236 7991 8176027 7112687 621432 441908 1202 1202 3113178 3862426 424723 272377 83827 116502 5470 613 95924 99798 21756201 5469608 16671229 16286593 963 1436 214719 16000 262499 255116 20873734 20912063 201769 338894 126679 151099 7500000 7500000 31810 26580 7860258 8016573 X 11318538 11325242 1694938 1570248 13013476 12895490 20873734 20912063 X 0 1 1 X 0 X 3790778 1491983 1286096 1102393 1029647 8700897 5678726 6828530 7515335 7070188 6825284 33918063 595183 424794 197657 308411 287692 1813737 10064687 8745307 8999088 8480992 8142623 44432697 0 0 0 44432697 351821 332612 198910 204972 185866 1274181 351821 332612 198910 204972 185866 1274181 82789 108290 32953 4325 4763 233120 10499297 9186209 9230951 8690289 8333252 45939998 0.96720 0.96790 0.02770 0.02600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2072548 2072548 16531196 3302334 13228862 3152457 2167274 985183 16286593 RENTAL DEPOSITS HELD 13050 VOUCHERS PAYABLE 13530 26580 8196760 8176027 20733 60000 24728 84728 105461 7883920 60000 24728 84728 7799192 397568 397568 8196760 7778459 0 7778459 397568 397568 8176027 Part XI, Line 8 - Other Adjustments: REPORTED ON SOUTH COUNTY YMCA FOUNDATION: 24728. Part XII, Line 2d - Other Adjustments: AMOUNT REPORTED ON SOUTH COUNTY YMCA FOUNDATION: 24728. Part XII, Line 4b - Other Adjustments: financial assistance netted against program revenue on financial statements: 316951. financial assistance netted against membership dues on financial statements: 80617. Part XIII, Line 4b - Other Adjustments: financial assistance netted against program revenue on financial statements: 316951. financial assistance netted against membership dues on financial statements: 80617. Black Tie / DDA Dinner 145395 49050 96345 2236 1097 36354 6354 19868 Tropical nights 110704 7875 102829 4550 13222 27024 900 9644 3 32785 11917 20868 3862 715 2914 3377 1200 3174 288884 68842 220042 3862 7501 17233 66755 8454 32686 136491 83551 1 Scholarships in the form of discounts to program fees awarded to various program participants and membership dues awarded to various members. 1220 397568 Fair Market Value To subsidize program fees to qualifying participants Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: We have a scholarship administrator who uses a sliding scale based on the federal poverty level and modeled after other area YMCAs' scales that measures an applicant's income and is adjusted based on the # of people in that person's household to determine the % scholarship that will be awarded. The applicant is required to complete a new application and provide proof of income annually, and a file is kept on each scholarship recipient. There are emergency situations in which some people are awarded a discount without having to provide the normal documentation; they are brought to the attention of the CEO, CFO, or VP by department directors, and, if approved, are documented in a file by the scholarship administrator. X 0 0 X X X 0 0 0 0 0 0 0 0 0 Kenneth Modzelewski 160961 0 0 0 0 0 0 0 34096 0 195057 0 0 0 Part I, Line 1a The Executive Committee approved a membership to a local country club for the CEO to be used to cultivate donor relationships. Part I, Line 1b There is no written policy, however, the current procedures require the Executive Director to remit receipts and check request forms for expenses that he has paid out of pocket and then the Organization reimburses him via check. Sarasota County Florida 596000848 803296AHS 2005-07-29 7500000 Industrial Development Revenue Bonds; construction of two YMCA branches 1 1 7500000 157912 7342088 2007 0 0 1 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0 Form 990, Part VI, Section A, line 1 The organization's Chief Executive Officer is a voting member of the board. When a conflict of interest arises, he recuses himself from the discusion and voting. Form 990, Part VI, Section A, line 2 Kelly Caldwell has a business relationship with Jim Kuhlman Mary Ann Conroy has a business relationship with Patrick Ryan Richard Appell has a business relationship with Michelle Hazeltine and Fred Hammett Robert Klingbeil has a business relationship with Jim Kuhlman Wendy Fishman has a business relationship with Kelly Caldwell George Pichardt has a business relationship with Jim Kuhlman and Fred Hammett Mary Smith has a business relationship with Jim Kuhlman David Wampler has a business relationship with Jim Kuhlman Lori Doughty has a business relationship with Jim Kuhlman. Form 990, Part VI, Section A, line 8b Committees meet and discuss matters to decide on what recommendation they will be making to the board. A representative of the committee then addresses the board at full board meetings and brings up issues which require board approval along with the committee's recommendation. The board votes on the issues, which is recorded in the minutes. Form 990, Part VI, Section B, line 11 The final draft of the form 990 will be presented to the board via e-mail before filing the final return. Form 990, Part VI, Section B, line 12c Board members, officers, and key employees all receive and review an e-mailed list of vendors hired by the organization within the last fiscal year. The list is sent by the CFO annually and is available at any other time during the year upon request. They subsequently report any conflicts of interest that become apparent through this process. Form 990, Part VI, Section B, line 15 The executive committee evaluates the CEO's performance annually and ensures that his salary is reasonable. The CEO has no input into his compensation. The CEO reviews the performance and compensation of the CFO annually and determines reasonableness and fairness by comparing to other finance directors' salaries in local and national publications, including other YMCA's. Form 990, Part VI, Section C, line 19 All documents are available upon request. Form 990, Part XI, line 2c Audit responsibility The Audit Committee is comprised of all members of the Finance Committee as well as another member of the Board of Directors. The committee meets at the inception of the financial statement audit and again to review the draft of the audited financial statements, as well as on occasion one or two other times/year to discuss audit issues. Form 990, Part I, Line 6 Volunteers South County Family YMCA's volunteers work as reading tutors, help in the pre-schools and with various sports programs, and assist with special events. SOUTH COUNTY FAMILY YMCA FOUNDATION INC 701 CENTER RD VENICE FL 34285 592507997 TO HOLD ASSETS FOR THE BENEFIT OF SOUTH COUNTY FAMILY YMCA FL 501(c)(3) Line 7 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0