2011-08-12T08:07:53-05:00 2010-12-31 CHERRY BEKAERT & HOLLAND LLP 1111 METROPOLITAN AVENUE SUITE 1000 CHARLOTTE NC 28204 990 2010-01-01 590624468 YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER ST PETERSBURG INC YOUN 7278959622 600 1ST AVENUE N NO 201 ST PETERSBURG FL 33701 DAVID JEZEK 7278959622 2011-08-01 1 JANICE A RATICA 7043771678 2010 2016-02-24 21:20:13Z DAVID JEZEK 600 1ST AVENUE N NO 201 ST PETERSBURG FL 33701 8397293 0 X WWW.STPETEYMCA.ORG X 1921 FL THE MISSION OF THE YMCA OF GREATER ST. PETERSBURG IS TO PUT JUDEO-CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY MIND, BODY, AND SPIRIT FOR ALL. WE ADVANCE OUR MISSION BY HELPING THE PEOPLE WE TOUCH REACH THEIR FULL POTENTIAL BY IMPROVING THEIR TOTAL WELL BEING - SPIRITUALLY, INTELLECTUALLY, AND PHYSICALLY. WE SERVE MEN, WOMEN, AND CHILDREN OF ALL AGES, RACES, ABILITIES, INCOMES AND RELIGIONS. WE PROVIDE FINANCIAL ASSISTANCE. NO ONE IS TURNED AWAY WHEN THERE IS A DEMONSTRATED NEED AND AVAILABLE FUNDS. 24 24 440 400 0 0 1269779 2219398 6064363 5998571 87291 92208 41861 87116 7463294 8397293 0 0 0 0 4799321 4777881 0 0 277400 3064042 3096234 7863363 7874115 -400069 523178 17316773 17242389 2849628 1955285 14467145 15287104 X THE MISSION OF THE YMCA OF GREATER ST. PETERSBURG IS TO PUT JUDEO-CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY MIND, BODY, AND SPIRIT FOR ALL. WE ADVANCE OUR MISSION BY HELPING THE PEOPLE WE TOUCH REACH THEIR FULL POTENTIAL BY IMPROVING THEIR TOTAL WELL BEING - SPIRITUALLY, INTELLECTUALLY, AND PHYSICALLY. WE SERVE OUR COMMUNITY WITHIN OUR BOUNDARIES, FROM THE WEST SIDE OF TAMPA BAY AT ULMERTON ROAD TO STARKEY ROAD AND SOUTH ACROSS THE STUART CAUSEWAY TO THE BEACH AT GULF BOULEVARD, ALL AREAS SOUTH AND EAST OF THESE BOUNDARIES WITHIN PINELLAS COUNTY. WE PROVIDE A VARIETY OF PROGRAMS THAT BUILD SELF-ESTEEM, CHALLENGE THE MIND, AND ENCOURAGE HEALTHIER LIFESTYLES. 0 0 2556028 3026350 YOUTH DEVELOPMENTTHE Y CONTINUES TO STRENGTHEN OUR COMMUNITY BY OFFERING AFFORDABLE CHILDCARE TO LOW AND MIDDLE INCOME FAMILIES AND CHARACTER DEVELOPMENT FOR AT-RISK YOUTH, USING THE ARTS TO REACH TROUBLED CHILDREN, AND MANY OTHER PROGRAMS THAT PROMOTE A HEALTHY SPIRIT, MIND AND BODY. IN 2010, MORE THAN 8,724 CHILDREN OF ALL AGES AND WALKS OF LIFE BENEFITED FROM THESE PROGRAMS. IN 2010, WE RECEIVED $707,340 IN GRANT FUNDING TO SUPPORT YOUTH DEVELOPMENT PROGRAMS FOCUSED ON ACADEMICS, ARTS, ADVOCACY, SOCIAL SKILLS, CHARACTER DEVELOPMENT, AND PROVIDING A SAFE PLACE AND HEALTHY SNACKS FOR CHILDREN DURING NON-SCHOOL HOURS. THROUGH OUR YOUTH DEVELOPMENT PROGRAMS, 131 Y-ACHIEVERS ACADEMIC AFTER SCHOOL PARTICIPANTS INCREASED THEIR GPA, 348 PRODIGY ARTS PARTICIPANTS ENHANCED THEIR SELF-ESTEEM THROUGH CREATIVITY, AND 1,455 BEFORE AND AFTER SCHOOL CARE PARTICIPANTS LEARNED LIFE AND SOCIAL SKILLS WHILE RECEIVING CRITICAL ACCESS TO CARING ADULTS AND EDUCATIONAL RESOURCES. 2526147 2330576 HEALTHY LIVINGIN 2010, THE YMCA OF GREATER ST PETERSBURG PROVIDED QUALITY PROGRAMS TO PROMOTE HEALTH AND WELL-BEING TO 18,404 FACILITY MEMBERS AND 15,005 PROGRAM MEMBERS. HEALTHY LIVING HAS ALWAYS BEEN A CORE FUNCTION OF THE YMCA. WE ARE HELPING FAMILIES LEAD HEALTHIER, HAPPIER LIVES THROUGH VARIOUS PROGRAMS SUCH AS YOUTH SPORTS, AQUATICS, GROUP EXERCISE, HEALTHY COOKING, AND MORE. WITH OUR SILVER SNEAKERS PROGRAMS, WE PARTNER WITH AMERICAN HEALTHWAYS TO OFFER FREE EXERCISE AND ACTIVITIES FOR SENIORS. 2010 WAS THE FINAL YEAR OF A THREE YEAR $750,000 GRANT FROM THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES TO PROVIDE THE FAB FAMILIES PROGRAM TO ADDRESS OBESITY AND DIABETES IN OUR COMMUNITY. OVER THE THREE YEARS, WE HAVE PARTNERED WITH FIVE HEALTH-FOCUSED AGENCIES TO PROVIDE FREE PROGRAMS AT 22 LOCATIONS, SERVING MORE THAN 10,000 FAMILIES. ACTIVITIES INCLUDED NUTRITION EDUCATION, FAMILY COOKING CLASSES, COMMUNITY EXERCISE CLASSES, AS WELL AS DIABETES CASE MANAGEMENT AND EDUCATION. 1047726 728761 SOCIAL RESPONSIBILITYDEEPLY ROOTED IN OUR COMMUNITY, OUR 340 STAFF AND HUNDREDS VOLUNTEERS COME FROM ALL WALKS OF LIFE AND ARE ALL PERSONALLY COMMITTED TO UNDERSTANDING WHAT OUR NEIGHBORHOODS NEED. AT THE YMCA, NO CHILD, FAMILY, OR ADULT IS TURNED AWAY WHEN THERE IS A DEMONSTRATED NEED AND AVAILABLE FUNDS. IN 2010, $732,383 WAS DISTRIBUTED IN SCHOLARSHIP ASSISTANCE TO 3,154 INDIVIDUALS AND FAMILIES TO ENSURE ACCESS TO OUR PROGRAMS AND FACILITIES. THE YMCA SCHOLARSHIP ASSISTANCE PROGRAM IS PARTIALLY FUNDED BY OUR ANNUAL CAMPAIGN WHICH RAISED $179,517 IN 2010. THE Y STRIVES TO MEET THE NEEDS OF COMMUNITY THROUGH RESOURCE CENTERS LIKE THE HARBORDALE AND CHILDS PARK Y FACILITIES. PROGRAMMING AT THESE FACILITIES FOCUSES ON PROVIDING SERVICES THAT ARE NOT READILY AVAILABLE TO MEMBERS OF THOSE COMMUNITIES; FOR EXAMPLE, FREE FINANCIAL CLASSES FOR ADULTS, SEWING CLASSES, A LEGAL CLINIC, COMPUTER LAB AND CLASSES, SATELLITE PUBLIC LIBRARY, TEEN PROGRAMS, AND MUCH MORE. GENEROUS COMMUNITY MEMBERS ALSO DONATED $44,767 IN 2010 TO HELP US BRING THE SPIRIT OF CHRISTMAS TO 400 FAMILIES, INCLUDING 1,050 CHILDREN, WHO WERE EXPERIENCING FINANCIAL HARDSHIPS. EACH FAMILY RECEIVED A CHRISTMAS TREE, BIBLE, HOLIDAY MEAL, AND TOYS. 6129901 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 4 0 440 1 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 FL X CAROLINE BLOODWORTH 7278959622 600 1ST AVENUE N SUITE 201 ST PETERSBURG FL 33701 WILLIAM G TAPP 1.00 X 0 0 0 STEPHENSON ANDERSON 1.00 X 0 0 0 JOSEPH LANG 1.00 X 0 0 0 JAMES HENDERSON 1.00 X 0 0 0 SUSAN S MITTERMAYR 1.00 X 0 0 0 BRONSON ALEXANDER 1.00 X 0 0 0 CHRISTOPHER BELL 1.00 X 0 0 0 RICHARD CRIPPEN 1.00 X 0 0 0 MARY EVERTZ 1.00 X 0 0 0 ROBERT FISHER 2.00 X X 0 0 0 HARVEY A FORD 2.00 X X 0 0 0 STEPHANIE E GOFORTH 1.00 X X 0 0 0 MENDEE LIGON DDS 1.00 X 0 0 0 MELISSA MCLEOD 1.00 X 0 0 0 PHILIP MCLEOD 1.00 X X 0 0 0 MURRAY B SILVERSTEIN 1.00 X 0 0 0 DAVID WILBANKS 1.00 X 0 0 0 WILLIAM H STOVER 1.00 X 0 0 0 DAVID S COX 1.00 X 0 0 0 JANE LINK FERGUSON 1.00 X 0 0 0 JANA L JONES 1.00 X 0 0 0 DAVID MCEACHERN 1.00 X 0 0 0 EARNEST WILLIAMS 1.00 X 0 0 0 TOM JERGER 1.00 X 0 0 0 DAVID JEZEK 55.00 X 148125 0 30294 CAROLINE BLOODWORTH 40.00 X 53144 0 5306 201269 0 35600 1 0 1 0 0 161281 910656 1147461 990592 2219398 PROGRAM FEES 813410 3771828 3771828 MEMBERSHIP DUES 813410 2180704 2180704 NEIGHBOR TO NEIGHBOR 813410 46039 46039 5998571 92208 92208 MISCELLANEOUS INCOME 813410 87116 87116 87116 8397293 6085687 0 92208 236869 236869 3690423 3099812 495571 95040 288631 227816 53830 6985 256054 202104 47754 6196 305904 241450 57051 7403 591924 447530 134734 9660 149592 102576 33792 13224 790925 665887 118355 6683 39912 19334 19538 1040 22681 1233 19859 1589 38502 2912 35590 79082 79082 597576 472085 113539 11952 OTHER PROGRAM COSTS 410352 397818 12315 219 REPAIR/MAINTENANCE 140326 132324 7726 276 BANK CHARGES 81973 37122 43911 940 WORKERS' COMP INSURANCE 33543 26475 6256 812 TRAINING/RECRUITMENT 32612 8843 22387 1382 87234 44580 7737 34917 7874115 6129901 1466814 277400 515816 516332 281615 403860 472922 458393 83379 65757 15281799 3373993 12245077 11907806 3129104 3259695 588860 630546 17316773 17242389 219764 284089 134913 115293 2461024 1476372 33927 79531 2849628 1955285 X 11675559 12394950 202726 261608 2588860 2630546 14467145 15287104 17316773 17242389 X 523178 296781 X X 0 1 1 X 1 1 X 1621467 1508037 1624481 1269779 2219398 8243162 1621467 1508037 1624481 1269779 2219398 8243162 808283 7434879 149345 143944 120133 87291 92208 592921 79257 35172 39002 38796 87116 279343 9115426 15608362 0.81560 0.88820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3798539 356227 64000 4090766 3107706 706833 16000 3798539 4141081 -985375 48000 3107706 0.13000 0.87000 1 0 2436361 2436361 9923761 2617787 7305974 1883539 496858 1386681 943145 248793 694352 94993 10555 84438 11907806 US EQUITY SECURITIES 2160129 F FIXED INCOME SECURITIES 512608 F MUTUAL FUNDS 586958 F 3259695 OBLIGATIONS UNDER CAPITAL LEASE 79531 79531 8397293 7874115 523178 255095 41686 296781 819959 8694074 255095 41686 296781 8397293 0 8397293 7874115 0 7874115 0 7874115 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: INCOME FROM ANY AND ALL ENDOWMENTS IS USED TO FURTHER THE YMCA MISSION AND PROGRAMS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THE YMCA HAD NO UNCERTAIN INCOME TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2010. THE YMCA'S FEDERAL INCOME TAX RETURNS FOR 2007, 2008 AND 2009 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THE DATE THE FEDERAL INCOME TAX RETURNS WERE FILED. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN FMV OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 41,686. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FMV OF BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 41,686. X X X 0 0 0 0 0 0 0 0 0 DAVID JEZEK 148125 0 0 0 0 0 17775 0 12519 0 178419 0 0 0 HENNESSY CONSTRUCTION COMPANY BRONSON ALEXANDER, BOARD MEMBER, IS PRESIDENT OF HENNESSY CONSTRUCTION 21107 HENNESSY CONSTRUCTION COMPANY COMPLETED THE REPAIRS AND REFURBISHING OF THE GILLS FITNESS FACILITY FOR THE YMCA. ALL TRANSACTIONS WERE MADE IN THE NORMAL COURSE OF BUSINESS AND AT ARMS LENGTH. NO PAYMENT WAS MADE TO THE MEMBER. 0 X 1 990592 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 IS PROVIDED TO MEMBERS OF THE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ANNUALLY FILL OUT A QUESTIONNAIRE REGARDING POSSIBLE CONFLICTS OF INTEREST. IN ADDITION, EACH DIRECTOR SIGNS AN ACKNOWLEDGEMENT OF UNDERSTANDING OF THE POLICY. FOR SITUATIONS IN WHICH A CONFLICT OF INTEREST ARISES, THE AFFECTED BOARD MEMBER WILL PROVIDE FULL INFORMATION TO THE BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE FOR APPROVAL BY RESOLUTION PRIOR TO ENTERING INTO THE CONTRACT OR ARRANGEMENT. THE AFFECTED BOARD MEMBER RECUSES HIMSELF/HERSELF FROM ANY DISCUSSION AND VOTE ON THE MATTER. EACH NEW DIRECTOR, OFFICER, BOARD MEMBER, OTHER VOLUNTEER OR SELECTED EMPLOYEE SHALL PARTICIPATE IN A SIMILAR PROCEDURE IMMEDIATELY UPON ASSUMPTION OF HIS OR HER RESPONSIBILITIES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS' EXECUTIVE SEARCH COMMITTEE WORKS WITH AN INDEPENDENT CONSULTANT AND SALARY SURVEYS PROVIDED BY THE NATIONAL YMCA ASSOCIATION TO ESTABLISH COMPENSATION LEVELS APPROPRIATE FOR AN ORGANIZATION WITH THIS SIZE AND LOCATION. THE DELIBERATION AND ULTIMATE DECISION OF THE COMMITTEE IS DOCUMENTED IN THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY AND OTHER POLICY DOCUMENTS ARE AVAILABLE FOR VIEWING UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 255,095. CHANGE IN FMV OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 41,686. TOTAL TO FORM 990, PART XI, LINE 5: 296,781. FORM 990, PART XI, LINE 2C THE FINANCE COMMITTEE ALSO SERVES AS THE AUDIT COMMITTEE, OVERSEEING THE PERIODIC AUDITOR SELECTION PROCESS AND REVIEWING THE AUDIT PRIOR TO THE FULL BOARD PRESENTATION. THE TREASURER AND COMMITTEE MEMBERS ARE AVAILABLE TO ANSWER AUDITORS' QUERIES.