2011-02-11T19:25:21-06:00 2010-06-30 Armanino McKenna LLP 12667 Alcosta Boulevard Suite 500 San Ramon CA 945834427 990 2009-07-01 941156635 Berkeley Young Men's Christian Association BERK 5105494515 2111 Martin Luther King Jr Way Berkeley CA 94704 ANGELO GALLEGO 5105494515 2011-02-11 1 BARBARA CYPHERS 9257902600 2009 2016-02-24 21:20:13Z X Berkeley-Albany YMCA Fran Gallati 2111 Martin Luther King Jr Way Berkeley CA 94704 34784735 0 X www.ymca-cba.org X 1909 CA Support spiritual/mental/physical growth, build community and serve. 24 24 844 400 0 0 8526672 11650674 11066140 11708503 203995 1854353 168845 133819 19965652 25347349 12900 299300 0 10978742 11788870 0 202121 6466175 7108143 17457817 19196313 2507835 6151036 45795022 60436393 20225555 27088717 25569467 33347676 Founded in 1903, the YMCA is one of the oldest human services organizations in the East Bay and a leader in providing innovative programs that build health in spirit, mind and body. The Y offers a wide range of health, wellness, child care and youth development programs in Berkeley, Emeryville, Albany, El Cerrito and Kensington as well as East, Central and South Contra Costa County communities. The Y's service area now includes the Irvin Deutscher Family YMCA, child care sites and youth sports and family programs as of June 2010. With a focus on youth development, healthy living and social responsibility, the Y nurtures the potential of every youth, improves our communities' health and well-being, and provides opportunities to give back and support neighbors. At the Y, no one is turned away due to their inability to pay. We serve more than 30,000 people each year and in FY 09-10, 31% of our adult members and 50% of our youth members participated through financial assistance. 0 0 8804766 299300 40791 Youth Development, Social Programs and Community - Berkeley-Albany YMCA provided community services that empower teens and encourage community engagement through academic enrichment, service learning, job training and leadership development, as well as foster health development of the child through Head Start, Early Head Start, and before and after school childcare. The YMCA Early Childhood Services program provided quality child care, and health and development services to more than 500 low-income children (ages birth to 5 years) and their families. The YMCA is the sole provider of Head Start and Early Head Start in the cities of Berkeley, Albany and Emeryville. 6712985 11667712 Health Living - The Berkeley-Albany YMCA encourages and supports the development of healthy lifestyles for all ages and abilities through YMCA memberships and programs accessible to all, as well as supports and strengthens all families through family programming, parent support groups, family nights, parent education, and family wellness classes.The Downtown Berkeley YMCA branch impacts more than 10,000 adults and 7,000 youth and teen members, providing them with quality health and wellness programs, a positive environment, skilled staff and the support to help them to reach their goals.The Albany YMCA branch impacts over 1,300 adult and 1,200 youth and teen members and participants through health and wellness programs and affordable, quality before and after school child care. 785522 Residence - The Berkeley-Albany YMCA provided affordable, clean, and safe accommodations as well as long-term and short-term housing for low-income and the homeless in 2009. The YMCA has 13 long-term residences and provides more than 1,700 bed nights to the Shelter Plus program as transitional housing. 70% of hotel guests were from countries other than the USA.Our South Berkeley YMCA Learning Academy served 200 children (grades K-8) through after-school and summer academic enrichment programs and cultural and educational field trips. Children at the Learning Academy develop good study habits, build self-esteem and improve academic skills.Berkeley-Albany YMCA provides life-enhancing, character building summer and school camps for more than 900 youth each year. In 2009, the YMCA provided more than $100,000 in financial assistance so that youth, regardless of their income could have a safe and active summer through summer day camp; Each week 450 children learn life saving water safety and swimming skills along with good health through exercise. More than 900 teens participated in youth development programs including: Y Scholars, Outsiders, Youth & Government, and Health and Wellness, Sports and Leadership programs. 16303273 1 1 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 1 57 0 1 844 1 0 0 0 0 0 1 1 0 0 0 24 24 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X Angelo Gallego Vice PresidentCFO 5105494515 2111 Martin Luther King Jr Way Berkeley CA 94704 Donald Alter 1.00 X 0 0 0 Jim Collier 1.00 X 0 0 0 Harold Davis 1.00 X 0 0 0 Mary Friedman 1.00 X 0 0 0 tim Hassler 1.00 X 0 0 0 Irene Haggerty 1.00 X 0 0 0 robert Heimbucher 1.00 X 0 0 0 Terry Margerum 1.00 X 0 0 0 Jules Mayer 1.00 X 0 0 0 Ted Ockels 1.00 X 0 0 0 Moe Orenstein 1.00 X 0 0 0 Terry Powell 1.00 X 0 0 0 Glen Price 1.00 X 0 0 0 tom Ratcliff 1.00 X 0 0 0 Patrick Rigney 1.00 X 0 0 0 Richard Roos-Collins 1.00 X 0 0 0 Edward Salas 1.00 X 0 0 0 Nancy Spaeth 1.00 X 0 0 0 Dow Tunis 1.00 X 0 0 0 Raudel Wilson 1.00 X 0 0 0 Majorie Cox 1.00 X 0 0 0 Paul Giganti 1.00 X 0 0 0 Angelique Jones 1.00 X 0 0 0 Roxie Mayfield 1.00 X 0 0 0 Fran Gallati 40.00 X 206840 0 32771 Angelo Gallego 40.00 X 148100 0 23156 Peter Chong 40.00 X 151158 0 23458 Kevin Kosik 40.00 X 117727 0 8174 Pamm Shaw 40.00 X 121945 0 12344 745770 0 99903 5 0 1 0 Pankow Builders Special Projects 303 Second St 600 North San Francisco CA 94107 General Contractor 1618012 BERKELEY UNIFIED SCHOOL DISTRICT 1939 Ward Street BERKELEY CA 94703 Childcare 450848 BBI Construction 1155 Third Street Ste 230 Oakland CA 94607 General Contractor 447680 Everest Waterproofing and Restoration 1270 Missouri Street San Francisco CA 94107 Construction Services 234795 Noll & Tam 729 Heinz Avenue BeRKELEY CA 94710 Architectural Consultant 210258 24 18674 7605260 4026740 2636954 11650674 Membership dues 713940 8379987 8379987 program services 624100 3328516 3328516 11708503 482688 482688 21921 21921 21921 21921 9100713 1666059 9202263 192844 -101550 1473215 1371665 1371665 6225 18674 17949 -11724 -11724 132395 24330 108065 108065 other income 900099 15557 15557 15557 25347349 11708503 0 1988172 294500 294500 4800 4800 644208 140608 433800 69800 8552024 7904439 625730 21855 623702 553505 62992 7205 1055738 936916 106625 12197 913198 831703 74492 7003 92400 92400 49990 49990 1412557 1189771 221428 1358 758386 420148 330539 7699 1112643 1024005 72444 16194 1435941 1290079 143573 2289 163114 152939 9573 602 148428 131824 8332 8272 119298 55421 63506 371 135200 135200 789718 723496 66222 154446 136816 17630 Financing Costs 446579 207460 237728 1391 Equipment Rental and Ma 222568 149852 69118 3598 miscellaneous 51789 9632 920 41237 membership dues 15086 2969 11067 1050 19196313 16303273 2690919 202121 1877443 3463831 2066324 1780656 524993 423012 6825000 267150 267644 31885264 10149497 9647338 21735767 23531936 24085816 539556 698435 317063 7340282 839169 45795022 60436393 2206587 2650677 1357435 1326288 15865000 15865000 6000000 796533 1246752 20225555 27088717 X 23064086 31070038 1826547 1598804 678834 678834 25569467 33347676 45795022 60436393 X 0 1 1 X 1 1 X 6319240 5979165 7481027 8526672 11650674 39956778 11158976 11392069 11639833 11201149 11847123 57239150 17478216 17371234 19120860 19727821 23497797 97195928 5000 58038 248497 54780 2643444 3009759 0 5000 58038 248497 54780 2643444 3009759 94186169 448756 648261 962457 710011 504609 3274094 448756 648261 962457 710011 504609 3274094 1131717 19079 78833 20644 15557 1265830 19058689 18038574 20162150 20458476 24017963 101735852 0.92580 0.94760 0.03220 0.03450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4670203 1175203 354756 2558994 3641168 5444221 -680018 94000 4670203 0.81360 0.18640 0 0 1494917 1494917 26930302 7478531 19451771 3460045 2670966 789079 21735767 DEPOSITS 276008 DERIVATIVE AGREEMENT LIABILITY 676244 Intercompany Payable 294500 1246752 25347349 19196313 6151036 1627173 294738 1921911 8072947 26967810 1627173 238 1627411 25340399 6950 6950 25347349 18894863 0 18894863 301450 301450 19196313 Part V, Line 4: Description of Intended Use of Endowment Funds: The association's endowment supports various programs that serve the mission of the organization. Part X: Description of Uncertain Tax Positions Under FIN 48: The association has evaluated its current tax positions and has concluded that as of June 30, 2010, the association does not have any significant uncertain tax positions for which a reserve would be necessary. Part XI, Line 8 - Other Adjustments: Consolidated Entity Equity: 294738. Part XII, Line 2d - Other Adjustments: Consolidated entity revenue: 238. Part XII, Line 4b - Other Adjustments: Fundraising Event: 6950. Part XIII, Line 4b - Other Adjustments: Fundraising Event: 6950. Consolidated entity expense: 294500. Annual Dinner 24899 18674 6225 750 13000 4199 24899 18674 6225 750 13000 4199 17949 -11724 1 Berkeley-Albany YMCA Teen Center Inc 2111 Martin Luther King Jr Way Berkeley CA 94704 271386743 501(c)(3) 294500 For operation of the Berkeley-Albany YMCA Teen Center. 1 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: The Berkeley-Albany YMCA teen center is a wholly owned and controlled affiliate of the Berkeley Young Men's Christian Association. All non-cash items were donated for use in the Teen Center's building which is to be used by the YMCA and by the organization as a teen center, providing educational, employment, and leadership programs primarily for teens (ages 12-19) and other youth, and administrative offices for the YMCA and the organization. X X X X 0 0 0 0 0 0 0 0 0 Fran Gallati 206840 0 0 0 0 0 22500 0 10271 0 239611 0 0 0 Angelo Gallego 148100 0 0 0 0 0 14960 0 8196 0 171256 0 0 0 Peter Chong 151158 0 0 0 0 0 15116 0 8342 0 174616 0 0 0 The City of Berkeley 946000299 08415EAC5 2008-07-03 15865000 Major renovations- dt Berkeley brch. 0 0 15865000 8515000 284753 48068 7017179 2009 1 0 1 1 0 1 1 Wells Fargo Bank 6.000000000000 0 0 1 Noll Tam Janet Tam Principle Ms. Tam is the sister-in-law of Tom Ratcliff (a member of the Board). 210258 The organization hired Noll and Tam as an architectural firm. Janet Tam is a principle in the firm. 0 X 7 96686 FMV X 1 2540268 FMV 0 0 1 0 Form 990, Part VI, Section B, line 11 The form 990 is reviewed by the Finance and Executive committees of the Board of Directors and then presented to the entire board before finalization. Form 990, Part VI, Section B, line 12c The policy covers the governing board of directors and officers of the corporation. The Board chair evaluates reported relationships and takes the necessary action to eliminate any actual or preceived conflicts. Form 990, Part VI, Section B, line 15 The Executive Compensation Committee, a sub-committee of the Executive Committee annually reviews the compensation of the President/CEO. The committee uses relevant comparability data and performance to determine the CEO's compensation. ALL OTHER SENIOR LEVEL POSITIONS ARE EVALUATED ON AN ANNUAL BASIS (IN THE MONTH OF JUNE) BY THE CEO USING THE SAME CRITERIA USED FOR THE CEO'S EVALUATION. OTHER THAN THE CEO THE OTHER RELEVANT KEY POSITIONS ARE: VICE PRESIDENT/CFO, VICE PRESIDENT/Executive Director, CHIEF DEVELOPMENT OFFICER, DIRECTOR OF HUMAN RESOURCES, AND THREE BRANCH EXECUTIVE DIRECTORS. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990 Part XI, Line 2c The process has not changed from the prior year. Form 990, Schedule R, Part II, Column (b) The primary purposes of the Corporation are: (a) To hold title to, remodel and improve and to lease to the Berkeley Young Men's Christian Association, a California nonprofit corporation ("YMCA"), a building to be used by the YMCA and by the Corporation as a teen center, providing educational, employment, and leadership programs primarily for teens (ages 12-19) and other youth, and administrative offices for the YMCA and the Corporation; and, (b) To conduct educational and recreational programs primarily for teens (ages 12-19) and other youth in a manner in compliance with the charitable purposes of the Corporation in furtherance of and support of the charitable purposes of the YMCA. Berkeley-Albany Teen Center Inc 2111 Martin Luther King Jr Way Berkeley CA 94704 271386743 See Sch O CA 501(c)(3) Line 11a, I Berkeley-Albany YMCA 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 Berkeley-Albany YMCA Teen Center B 294500 berkeley-Albany YMCA Teen Center D 6825000 berkeley-Albany YMCA Teen Center Q 2540268 berkeley-Albany YMCA Teen Center Q 3503469