2011-11-07T15:05:12-06:00 2011-06-30 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2010-07-01 042125014 OLD COLONY Y OLDC 5088971230 320 MAIN STREET BROCKTON MA 02301 JOHN J RICKETTS 5088971230 2011-11-02 1 JOHN FINNING CPA 5083669100 2011-11-02 2010 2016-03-07 17:11:31Z JOHN J RICKETTS 320 MAIN STREET BROCKTON MA 02301 44070927 0 X WWW.OLDCOLONYYMCA.ORG X 1888 MA THE Y STRENGTHENS COMMUNITIES THROUGH YOUTH DEVELOPMENT, HEALTHY LIVING, AND SOCIAL RESPONSIBILITY 57 55 2126 1000 0 0 33981154 33552088 8042665 9114503 181417 42291 378421 447334 42583657 43156216 0 0 0 0 29085621 29656821 0 0 397387 12990700 13709643 42076321 43366464 507336 -210248 40814021 46552970 9425754 14201686 31388267 32351284 X OLD COLONY YMCA IS A CHARITABLE, NON-PROFIT ASSOCIATION COMMITTED TO THE DEVELOPMENT OF STRONG SPIRIT, MIND, AND BODY, GUIDED BY JUDEO-CHRISTIAN PRINCIPLES, TO ENRICH THE QUALITY OF LIFE FOR EVERYONE IN OUR COMMUNITIES. WE BELIEVE THAT OUR MISSION IS TO ASSIST ALL PEOPLE TO DEVELOP TO THEIR FULLEST POTENTIAL AND TO RESPOND TO EVER-CHANGING COMMUNITY NEEDS WITH A FOCUS ON YOUTH DEVELOPMENT, HEALTHY LIVING, AND SOCIAL RESPONSIBILITY. WE ALSO BELIEVE THAT IT IS IMPERATIVE TO MAKE YMCA SERVICES AVAILABLE TO EVERYONE, REGARDLESS OF THEIR ABILITY TO PAY. SOME OF OUR MEMBERS AND PARTICIPANTS ARE FAMILIES EXPERIENCING HOMELESSNESS, ADULTS SEEKING A GED AND EMPLOYMENT, AND FAMILIES STRUGGLING WITH MENTAL HEALTH ISSUES/SUBSTANCE ABUSE, OR OTHER BARRIERS. DONATIONS HELP US TO MEET ALL NEEDS, AND PROVIDE FINANCIAL ASSISTANCE FOR MEMBERSHIPS, CAMP, MENTORING, LEADERSHIP, AND CHILDCARE SERVICES. 0 0 8457952 0 5703651 TRADITIONAL CHILDCARE: OLD COLONY YMCA IS THE LARGEST PROVIDER OF CHILDCARE IN SOUTHEASTERN MASSACHUSETTS, SERVING MORE THAN 2,230 CHILDREN IN INFANT, TODDLER, PRE-SCHOOL AND AFTER-SCHOOL PROGRAMS AT 43 SITES. WE USE A DEVELOPMENTALLY-APPROPRIATE APPROACH, WITH ATTENTION TO A CHILDS SOCIAL, EMOTIONAL, COGNITIVE, AND PHYSICAL GROWTH. IN YMCA CHILD CARE, KIDS LEARN AND LIVE THE VALUES OF CARING, HONESTY, RESPECT, AND RESPONSIBILITY. TEACHERS PROMOTE AN ATMOSPHERE OF FUN AND FRIENDSHIP WHILE THEY HELP YOUNG PEOPLE EXPLORE THEIR WORLD. AFTER-SCHOOL PROGRAMS OFFER ENRICHMENT ACTIVITIES AND TUTORING TO ENHANCE A CHILDS SCHOOL CURRICULUM, PLUS YMCA PROGRAMS INCLUDING SWIMMING, SPORTS, AND EXERCISE. FOR PARENTS WHO CANNOT AFFORD THE FULL FEE, CHILD CARE SERVICES ARE PROVIDED BELOW COST.CHILDCARE AT CAMP LOCATIONS: THE OLD COLONY YMCA SERVED 25,338 CHILDREN THROUGH OUR SUMMER OFFERINGS THIS FISCAL YEAR! OF THE 7,401 CHILDREN WHO ATTENDED CAMP AND SUMMER PROGRAMS, APPROXIMATELY 38% RECEIVED FINANCIAL ASSISTANCE. OUR CAMPS OFFER SUMMER CHILDCARE THROUGH OUR INDOOR SUMMER FUN CLUBS AND FIVE OUTDOOR CAMPING PROGRAMS THAT PROMOTE THE VALUES OF CARING, HONESTY, RESPECT, AND RESPONSIBILITY IN ENVIRONMENTS THAT ENCOURAGE GOOD STEWARDSHIP OF OUR NATURAL RESOURCES. WE OPERATE CAMP SATUCKET IN EAST BRIDGEWATER, CAMP YOMECHAS IN MIDDLEBORO, YMCA CAMP IN STOUGHTON, CAMP CLARK IN PLYMOUTH AND CAMP MASSASOIT IN BROCKTON. CAMP PROVIDES A SUMMER CHILD CARE SOLUTION FOR BUSY PARENTS WHILE OFFERING CHILDREN A CHANCE TO LEARN A NEW SKILL, PURSUE A PERSONAL INTEREST AND DEVELOP FRIENDSHIPS AND MEMORIES. CAMP IS ALSO A MATURING ACTIVITY THAT HELPS CHILDREN BUILD A BRIDGE FROM FAMILY LIFE TO RESPONSIBLE INDEPENDENT LIVING. YMCA CAMP LEADERS HAVE A HEART FOR YOUNG PEOPLE; THEY WORK HARD TO CREATE A SENSE OF COMMUNITY; AND THEY SERVE AS MODELS OF INTEGRITY. FEES FOR CAMP PROGRAMS ARE KEPT AFFORDABLE, WITH FINANCIAL ASSISTANCE MADE AVAILABLE FOR THOSE WHO CANNOT AFFORD THE FULL FEE. DROP-IN CARE IN BROCKTON: MORE THAN 1,251 YOUNG PEOPLE PARTICIPATED IN THE BROCKTON AFTER DARK PROGRAM, WHICH IS FUNDED BY THE CITY OF BROCKTON. STARTED IN 2004, THE INTENT OF THE PROGRAM IS TO ADDRESS COMMUNITY ISSUES, SUCH AS TEEN VIOLENCE, BY PROVIDING ORGANIZED SPORTS AND RECREATIONAL ACTIVITIES DURING SUMMER EVENINGS. WHILE A CITY-WIDE INITIATIVE INVOLVING A NUMBER OF AGENCIES, THE OLD COLONY Y SERVES AS THE LEAD AGENCY AND OPERATOR/COORDINATOR OF THIS MAJOR PROGRAM INITIATIVE. AFTERSCHOOL CARE AT BROCKTON HOUSING AUTHORITY DEVELOPMENTS: DURING THE SCHOOL YEAR, 85% OF THE CHILDREN AND TEENS RESIDING IN THE FOUR HOUSING AUTHORITY FAMILY DEVELOPMENTS WE SERVE PARTICIPATE IN SAFE, HEALTHY PROGRAM ACTIVITIES AT LEAST THREE TIMES PER WEEK. DURING THE SUMMER, MORE THAN 220 CHILDREN PEOPLE PARTICIPATED DAILY, WHILE SPECIAL EVENTS AND FIELD TRIPS DREW AN AVERAGE OF 700+ PARTICIPANTS. THE YOUTH FOCUS PROGRAM WAS CREATED IN 2005 TO PROVIDE CHILD CARE AND SUPPORT TO YOUTH AND FAMILIES ON-SITE WITHIN FOUR BROCKTON HOUSING AUTHORITY (BHA) NEIGHBORHOOD DEVELOPMENTS: CRESCENT COURT, (121 APARTMENTS; 210 CHILDREN PLUS CHILDREN OF SECTION 8 CERTIFICATE HOLDERS LIVING NEARBY); GOLDEN CIRCLE, (26 CHILDREN; PLUS 200 CHILDREN OF SECTION 8 CERTIFICATE HOLDERS LIVING NEARBY); HILLSIDE VILLAGE (100 APARTMENTS; 130 CHILDREN PLUS CHILDREN OF SECTION 8 CERTIFICATE HOLDERS LIVING NEARBY); AND ROOSEVELT HEIGHTS, 100 APARTMENTS; 184 CHILDREN PLUS CHILDREN OF SECTION 8 CERTIFICATE HOLDERS LIVING NEARBY). 10908644 3417163 MEMBERSHIP: WE HAVE PROVIDED HEALTH AND WELLNESS PROGRAMS FOR 124 YEARS, AND SERVED 114,433 PEOPLE DURING FY 2011. OVER 72% OF THESE INDIVIDUALS ARE UNDER THE AGE OF 17. WE HAVE MORE THAN 37,080 MEMBERS ASSOCIATION-WIDE. ON AN ANNUAL BASIS, OUR MEMBERS VISITED OUR FACILITIES MORE THAN 930,842 TIMES! THE OLD COLONY Y BELIEVES ALL PEOPLE SHOULD HAVE ACCESS TO PROGRAMS THAT BUILD STRONG SPIRITS, MINDS, AND BODIES, SO PROGRAM FEES ARE KEPT AFFORDABLE AND SCHOLARSHIPS ARE PROVIDED TO THOSE WHO QUALIFY. WE PROVIDE A FORMAL REDUCED FEE STRUCTURE BASED UPON HOUSEHOLD INCOME - MEMBERSHIP FOR ALL - WHICH HELPS ENSURE ACCESSIBILITY FOR EVERYONE.OLD COLONY YMCA IS COMPRISED OF ELEVEN BRANCHES. IN ADDITION TO SPECIALTY BRANCHES, (COMMUNITY-BASED CHILD CARE, FAMILY SERVICES, AND SOCIAL SERVICES), WE PROVIDE A MYRIAD OF HEALTHY LIVING SERVICES - A LIFELONG PROGRESSION OF MEDICALLY-BASED HEALTH AND FITNESS ACTIVITIES, EXPERIENCES AND EDUCATION - THROUGH EIGHT OTHER LOCATIONS: BROCKTON CENTRAL, BROCKTON YOUTH, EASTON, EAST BRIDGEWATER, MIDDLEBORO, PLYMOUTH, STOUGHTON, AND TAUNTON. OUR BRANCHES AND PROGRAMS SERVE CHILDREN, TEENS, FAMILIES, AND SENIORS OF ALL BACKGROUNDS, FAITHS, INCOMES, AND ABILITIES. PARTICIPATION IN YMCA HEALTH AND FITNESS PROGRAMS INCREASES INDIVIDUALS WELL-BEING, CONFIDENCE, AND MENTAL ABILITIES, AND PROMOTES HEALTHY HEARTS, LUNGS, BONES, AND MUSCLES. THE OLD COLONY YMCA OFFERS A CHOICE OF ACTIVITIES SO THAT PEOPLE HAVE FUN AND STICK WITH THEIR FITNESS PLAN. INSTRUCTORS DEMONSTRATE THE YMCA CORE CHARACTER VALUES OF CARING, HONESTY, RESPECT, AND RESPONSIBILITY. PROGRAMS ENCOURAGING PHYSICAL ACTIVITY AND PROVIDING GUIDANCE REGARDING HEALTHY DIETS HAVE BEEN STARTED IN ALL OF OUR BRANCHES. THESE PROGRAMS ARE PARTICULARLY DIRECTED AT ADOLESCENT GIRLS, WHO TEND TO EXPERIENCE A DECREASE IN EXERCISE AND, HENCE, AN INCREASE IN WEIGHT GAIN.WE JOINED OTHER YS ACROSS THE NATION IN BECOMING AN ACTIVATE AMERICA Y IN 2005. OUR STRATEGIC PLAN COMMITS US TO ASSUMING A GREATER LEADERSHIP ROLE IN THE COMMUNITIES WE SERVE REGARDING HEALTH ISSUES, PARTICULARLY THE CRITICAL ISSUE OF OBESITY IN BOTH THE ADULT AND YOUTH POPULATIONS. AS PART OF OUR COMMITMENT TO THE ACTIVATE AMERICA INITIATIVE, WE OFFER PROGRAMS THAT ENCOURAGE PHYSICAL ACTIVITY, OFFER GUIDANCE REGARDING HEALTHY EATING HABITS, AND PROMOTE LIFE-STYLE CHANGES THAT SUPPORT HEALTH AND WELLNESS. OUR CORPORATE WELLNESS PROGRAM IS AVAILABLE TO LOCAL COMPANIES WHO ENCOURAGE EMPLOYEES TO STAY FIT. FREE HEALTH SCREENINGS ARE PROVIDED AT OUR BRANCHES THROUGH OUR PARTNERSHIPS WITH LOCAL HEALTH CARE ORGANIZATIONS. 13796819 RESIDENTIAL SERVICES: OLD COLONY YMCA OFFERS NUMEROUS STATE-CONTRACTED SERVICES THAT HELP YOUTH AND THEIR FAMILIES BREAK DESTRUCTIVE PATTERNS AND LEARN TO LIVE RESPONSIBLY. FUNDED THROUGH THE MASSACHUSETTS DEPARTMENTS OF YOUTH SERVICES, CHILDREN AND FAMILIES, MENTAL HEALTH, PUBLIC HEALTH, AND HOUSING AND COMMUNITY DEVELOPMENT, WE OFFER SHELTER, ASSESSMENT, AND INDIVIDUALIZED TREATMENT WITH A MULTIDISCIPLINARY APPROACH THAT INVOLVES THE ENTIRE FAMILY. IN ADDITION TO CLINICIANS WHO MAY WORK WITH A PARTICULAR PROGRAM, WE PROVIDE ADDITIONAL SERVICES TO RESIDENTIAL CLIENTS THROUGH OUR FULLY LICENSED MENTAL HEALTH CLINIC LOCATED IN BROCKTON. YMCA RESIDENTIAL PROGRAMS WORK TO STRENGTHEN FAMILIES AND ENSURE YOUTH HAVE A LONG-TERM SYSTEM OF SUPPORT AND RESOURCES IN ORDER TO MAINTAIN A POSITIVE LIFE-STYLE AND GROW INTO HEALTHY, PRODUCTIVE ADULTS. OUR NON-PROFIT STATUS ALLOWS THE YMCA TO BE ELIGIBLE TO CARRY OUT THESE STATE-FUNDED CONTRACTED SERVICES, WHICH ARE COMPLEMENTED BY DAY CAMP, CHILDCARE, SPORTS, SWIMMING, NUTRITION/FITNESS, AND OTHER TRADITIONAL YMCA SERVICES THAT ARE GENERALLY NOT OFFERED BY OTHER SOCIAL SERVICE PROVIDERS. FAMILY LIFE CENTER - SERVED 128 PEOPLE DURING FY-11THE FAMILY LIFE CENTER PROVIDES SUPPORTIVE HOUSING FOR BROCKTON FAMILIES AND THEIR CHILDREN WHO ARE EXPERIENCING HOMELESSNESS. EACH FAMILY HAS INDIVIDUALIZED GOALS AND WORKS TOWARDS MEETING THEM THROUGH INTENSIVE CASE MANAGEMENT AND REFERRALS TO APPROPRIATE SUPPORTIVE SERVICES. THIRTEEN HOMELESS BROCKTON FAMILIES AND THEIR CHILDREN LIVE AT THE CENTER. THE DAVID JON LOUISON CENTER - SERVED 163 PEOPLE DURING FY-11THE CENTER, NAMED IN MEMORY OF DAVID JON LOUISON WHO WAS THE FIVE-YEAR-OLD SON OF A PROMINENT BROCKTON ATTORNEY, BECAME PART OF THE OLD COLONY Y ON JULY 1, 2006. THE DAVID JON LOUISON CENTER IS A 54-BED SHELTER, SPREAD AMONG THREE PROPERTIES, THAT PROVIDES SERVICES TO FAMILIES EXPERIENCING HOMELESSNESS. THE THREE PROPERTIES PROVIDE A HOME-LIKE ATMOSPHERE FOR THE FAMILIES, WHICH INCLUDE CHILDREN RANGING IN AGE FROM NEWBORNS TO EIGHTEEN YEARS. IN ORDER TO ENHANCE THE FAMILIES SELF-SUFFICIENCY, CASE MANAGEMENT, AND SUPPORT SERVICES ARE PROVIDED, INCLUDING HOUSING ADVOCACY, AND GUIDANCE IN THE AREAS OF FAMILY BUDGETING AND NUTRITION.BROCKTON RESIDENTIAL PROGRAMS SERVING DCF AND DYS INVOLVED YOUTH - 53,195 BILLABLE BED UNITS DURING FY-11THE YMCA OPERATES RESIDENTIAL PROGRAMS THAT SERVED 2,288 ADOLESCENT MALES AND FEMALES OVER THE PAST FISCAL YEAR. MOST TEENS ARE PLACED IN THESE PROGRAMS THROUGH THE STATE DEPARTMENT OF YOUTH SERVICES (DYS) AND DEPARTMENT OF CHILDREN AND FAMILIES (DCF). EACH PERSON IN THESE PROGRAMS RECEIVES CLASSROOM INSTRUCTION, GED PREPARATION, PSYCHOSOCIAL ASSESSMENTS, SHELTER, AND MENTORING. A MENTAL HEALTH CLINICIAN IS ALSO ON STAFF TO PROVIDE INDIVIDUAL COUNSELING, DRUG ABUSE PREVENTION, AND FAMILY INTERVENTION GROUP SESSIONS. RESIDENTS SPEND LEISURE TIME DEVELOPING HEALTHY PHYSICAL HABITS AND COOPERATIVE SKILLS THROUGH DEVELOPMENTALLY APPROPRIATE YMCA ACTIVITIES. THESE PROGRAMS INCLUDE BOYS SHELTER CARE, BOYS ASSESSMENT AND STABILIZATION UNIT, BROCKTON REVOCATION PROGRAM, GIRLS SECURE DETENTION UNIT, TRANSITION HOUSE/STARR BROCKTON.OLD COLONY YMCA STARR PROGRAM - NEW BEDFORD:THE OLD COLONY YMCA STARR IS A 14 BED PLACEMENT SERVICE THAT PROVIDES A SINGLE DOOR FOR CHILDREN WHO NEED SHORT-TERM SERVICES FOR A RANGE OF NEEDS, INCLUDING STABILIZATION ONLY, ASSESSMENT, AND/OR RESPITE. SERVICES ARE FOCUSED ON SUPPORTING A RAPID REINTEGRATION INTO THE COMMUNITY OR TRANSITION TO A NEXT PLACEMENT. CHILDREN PLACED IN A STARR PROGRAM ARE EXPECTED TO ATTEND PUBLIC SCHOOL IN THE COMMUNITY WHILE THEY ARE IN THE STARR PROGRAM. MALE AND FEMALE ADOLESCENTS, RANGING FROM THE AGES OF TWELVE THROUGH EIGHTEEN YEARS OF AGE, ARE SERVED BY THIS PROGRAM. THE PROGRAM UTILIZES A MULTIDISCIPLINARY TREATMENT TEAM THAT SEEKS TO INVOLVE THE REFERRING SYSTEM, FAMILY, AND CLIENT INTO OUR STRUCTURED PROGRAMS (HOT LINE, SHELTER, DIAGNOSTIC, AND BEHAVIORAL TREATMENT RESIDENCE).INTENSIVE TRANSITION TO INDEPENDENT LIVING (ITIL) - FALL RIVER:ESTABLISHED IN 1998, THE ITIL PROGRAM IS A STRUCTURED, BEHAVIORALLY-ORIENTED, CLINICALLY-SOUND PROGRAM THAT SERVES 12 COED ADOLESCENTS AGES 16-21. THE GOAL OF THE ITIL PROGRAM IS TO ASSIST CLIENTS TO DEVELOP AN ADULT IDENTITY AND THE ASSOCIATED INDEPENDENT LIVING SKILLS. CLIENTS HAVE TYPICALLY BECOME RELIANT ON A SYSTEM (DCF, DYS, OR DMH) FOR THEIR DIRECTION, GUIDANCE, AND EXTERNAL CONTROL. THE ITIL STRIVES TO TEACH CLIENTS HOW TO BECOME SELF-SUFFICIENT AND CREATE THEIR OWN INTERNAL MECHANISM FOR FUNCTIONING AS POSITIVE, SOCIALLY CONFIDENT YOUNG PEOPLE.GROUP HOME - FALL RIVER:THE OLD COLONY Y GROUP HOME IS A CO-ED RESIDENTIAL PROGRAM FOR ADOLESCENTS AGES 12 THROUGH 18. THESE ADOLESCENTS HAVE EXPERIENCED MULTIPLE PLACEMENTS AND TREATMENT MODALITIES, THE TRAUMA OF ABUSE AND NEGLECT, THE ESCAPE OF DRUGS AND ALCOHOL AND THE FAILURE OF SOCIAL SYSTEMS TO MEET THEIR NEEDS. THE PROGRAM OFFERS ASSESSMENT AND TREATMENT IN A HIGHLY STRUCTURED, CONSISTENT, AND NURTURING STAFF SECURE ENVIRONMENT. WITHIN THIS THERAPEUTIC ENVIRONMENT, CLIENTS ARE PROVIDED WITH A TEAM OF HIGHLY SKILLED AND TRAINED PROFESSIONALS WHO COORDINATE THEIR EFFORTS TO MEET THE NEEDS OF THE CLIENTS. STRIVE PROGRAM (LOWELL) - NORTHEAST TRANSITION PROGRAM:FUNDED BY THE DEPARTMENT OF YOUTH SERVICES AND LOCATED IN LOWELL, MASSACHUSETTS, THIS 12 BED RESIDENTIAL PROGRAM OPENED IN 2008. STRIVE SEEKS TO SUCCESSFULLY TRANSITION YOUNG MALES, 16 TO 21 YEARS OF AGE, BACK INTO THE COMMUNITY. STRIVE STAFF SUPPORT AND MENTOR YOUTH AS THEY WORK TO BECOME SELF-SUFFICIENT.BREWSTER TREATMENT PROGRAM:THE BREWSTER TREATMENT PROGRAM IS AN 18 BED, STAFF SECURED, RESIDENTIAL TREATMENT PROGRAM WITH AN AVERAGE LENGTH OF STAY BETWEEN SIX AND EIGHT MONTHS. ALL CLIENTS HAVE BEEN COMMITTED TO THE DEPARTMENT OF YOUTH SERVICES AND ARE REFERRED FROM THE SOUTHEAST, NORTHEAST AND METRO AREAS OF THE STATE. THE MAJORITY OF THE CLIENTS ARE TRANSITIONING HOME UPON GRADUATION. 6573038 6573038 39736453 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 59 0 2126 1 0 0 0 0 0 0 0 0 0 0 0 0 X 57 55 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X JOHN J RICKETTS EXECUTIVE VP - CFO 5088971230 320 MAIN STREET BROCKTON MA 02301 SHEAHAN DENIS 1.50 X X 0 0 0 PAYTON WILLIAM 1.50 X X 0 0 0 RAFFAELE JOSEPH 1.50 X X 0 0 0 WARREN JEFFREY 1.50 X 0 0 0 PAPADELLIS RANDY 1.50 X X 0 0 0 FRENETTE HENRY JR 1.50 X 0 0 0 SPENCER ROBERT 1.50 X 0 0 0 ORLOFF DAVID 1.50 X X 0 0 0 DAISY WILLIAM 1.50 X X 0 0 0 AMES WILLIAM 1.50 X 0 0 0 BLACK CHARLES 1.50 X 0 0 0 BURKE JAMES 1.50 X 0 0 0 CASEY JOSEPH 1.50 X 0 0 0 CASINELLI FRED 1.50 X 0 0 0 COMEAU JUSTIN 1.50 X 0 0 0 CONDON SEAN 1.50 X 0 0 0 CREEDON KEVIN 1.50 X 0 0 0 CREGAN REV MARK 1.50 X 0 0 0 CRONIN CLAIRE 1.50 X 0 0 0 CRUZ TIMOTHY 1.50 X 0 0 0 CURTIS DAVID 1.50 X 0 0 0 GARNETT CYNTHIA 1.50 X 0 0 0 HASSAN BARBARA 1.50 X 0 0 0 HAYES RICHARD 1.50 X 0 0 0 HOGAN MICHAEL 1.50 X 0 0 0 HYNES RICHARD 1.50 X 0 0 0 JOHNSON PAUL 1.50 X 0 0 0 LAGRECA ANTHONY 1.50 X 0 0 0 LANE FREDERICK 1.50 X 0 0 0 LEWIS WILLIAM 1.50 X 0 0 0 MARTORANA RUSSEL 1.50 X 0 0 0 MCGRAIL RICHARD 1.50 X 0 0 0 NAHILL ROBERT G MD 1.50 X 0 0 0 PEELER MARIE 1.50 X 0 0 0 QUINN DONALD 1.50 X 0 0 0 RITCH CHARLES 1.50 X 0 0 0 RODRIGUES MOISES 1.50 X 0 0 0 ROSA WILLIAM 1.50 X 0 0 0 SAVAGE JERALD 1.50 X 0 0 0 SCANLON WILLIAM 1.50 X 0 0 0 SMITH WAYNE 1.50 X 0 0 0 SULLIVAN MICHAEL 1.50 X 0 0 0 TWOHIG JOHN 1.50 X 0 0 0 WEILER FRIEND 1.50 X 0 0 0 ZACCHEO JOSEPH 1.50 X 0 0 0 FLORENCE ELI 1.50 X X 0 0 0 PAYNE WILLIAM 1.50 X 0 0 0 DREYSTADT JOHN N 1.50 X 0 0 0 FLETCHER JANET 1.50 X 0 0 0 CARDEN JAMES 1.50 X 0 0 0 HOLLON KIM 1.50 X 0 0 0 NEVILLE PETER 1.50 X 0 0 0 PRITCHARD MARY 1.50 X 0 0 0 SPILLER SUSAN 1.50 X 0 0 0 STIKELEATHER SCOTT 1.50 X 0 0 0 VEALE FRANCIS 1.50 X 0 0 0 WHITMORE JULIE 1.50 X 0 0 0 MARTURANO VINCENT J 50.00 X 258156 0 42511 RICKETTS JOHN J 40.00 X 156313 0 25967 RUSSELL JEFFREY P 40.00 X 152556 0 31430 DEANE A LINDA 40.00 X 113623 0 21179 KLIER KENNETH 40.00 X 119925 0 12991 DWYER JOYCE 40.00 X 104000 0 21796 WARREN THOMAS 40.00 X 90186 0 19426 MCDONALD FRANK 40.00 X 87674 0 20519 904573 0 155874 6 0 1 0 H&L BLOOM INC 28 GROSVENOR STREET TAUNTON MA 02780 TRANSPORTATION SERVICES 381020 J & L MANAGEMENT 46 ROCKLAND STREET HANOVER MA 02339 FOOD SERVICES 297550 BRIAN HEALEY CONTRACTOR INC 1155 PLYMOUTH STREET BRIDGEWATER MA 02324 GENERAL CONTRACTOR 192270 APPLE CORPS INC PO BOX 501 S WEYMOUTH MA 02190 CLEANING SERVICES 137413 ADP INC PO BOX 9001006 LOUISVILLE KY 402901006 PAYROLL SERVICES 133552 7 196953 6699762 25370522 1284851 33552088 PROGRAM SERVICE REVENU 900099 9114503 9114503 9114503 173197 173197 341023 341023 341023 341023 590277 193528 661505 253206 -71228 -59678 -130906 -130906 MISCELLANEOUS 900099 106311 106311 106311 43156216 9220814 0 383314 736055 682409 53646 23068652 21838520 1062315 167817 1370315 1227254 120737 22324 2266308 2128241 85335 52732 2215491 2083064 115183 17244 47678 47678 17982 17982 445223 374248 56184 14791 4241803 4181269 54555 5979 251834 239963 8645 3226 106257 39886 59397 6974 228344 227329 1015 1406371 1303909 99999 2463 306222 276839 28850 533 PROGRAM SUPPLIES 1498505 1498303 182 20 DIRECT CARE CONSULTANT 909953 909953 MEALS 870206 870206 EQUIP & RENTAL 850970 739924 111046 TELEPHONE 475413 423950 46850 4613 2052882 1373595 634262 45025 43366464 39736453 3232624 397387 3299652 3080388 1021816 1022578 282802 244623 2180546 2041972 834160 591585 46643217 15540025 26040899 31103192 6502482 7655176 651664 813456 40814021 46552970 2882425 2827969 1280267 1227279 5158659 9355479 104403 790959 9425754 14201686 X 27139797 27222260 1832634 2546416 2415836 2582608 31388267 32351284 40814021 46552970 X -210248 1173265 X 0 1 1 X 1 1 X 26058649 29393770 31252310 33981154 33615684 154301567 5989274 6486868 6539142 8042665 9050907 36108856 32047923 35880638 37791452 42023819 42666591 190410423 0 0 0 190410423 804121 698900 509301 536086 383314 2931722 804121 698900 509301 536086 383314 2931722 13050 42045 13528 23752 106311 198686 32865094 36621583 38314281 42583657 43156216 193540831 0.98380 0.98130 0.01510 0.01810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3517048 55115 629379 4201542 3346231 41775 129042 3517048 4258120 11026 -922915 3346231 1.00000 0 0 5425377 5425377 38482581 13870371 24612210 2391777 1510209 881568 343482 159445 184037 31103192 MONEY MARKET FUNDS 6508 F MUTUAL FUNDS 6878744 F OTHER 4164 F CERTIFICATES OF DEPOSIT 765760 F 7655176 43156216 43366464 -210248 1061608 111657 1173265 963017 44329481 1061608 111657 1173265 43156216 0 43156216 43366464 0 43366464 0 43366464 PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN CARRYING VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 111,657. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CARRYING VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 111,657. FORM 990, PART IV, LINE 11F - THE ORGANIZATION FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD WHICH REQUIRES THE ORGANIZATION TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF JUNE 30, 2011, THE ORGANIZATION DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. INCOME TAX RETURNS FILED FOR THE PREVIOUS THREE YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND MASSACHUSETTS. THE ORGANIZATION DOES NOT EXPECT THAT THE AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE SIGNIFICANTLY WITHIN THE NEXT TWELVE MONTHS. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 MARTURANO VINCENT J 243156 0 15000 0 0 0 23553 0 18958 0 300667 0 0 0 RICKETTS JOHN J 149313 0 7000 0 0 0 15049 0 10918 0 182280 0 0 0 RUSSELL JEFFREY P 140556 0 12000 0 0 0 14500 0 16930 0 183986 0 0 0 MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2008-06-25 3800000 TAUNTON LOAN CONSTRUCTION - MIDDLEBORO RENOVATION 0 0 0 MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2011-05-25 4600000 STOUGHTON LOAN - STRIAR YMCA CONSTRUCTION 0 0 0 3800000 3800000 2008 0 0 0 0 4600000 4600000 2011 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JULIE WHITMORE BOARD MEMBER JULIE WHITMORE IS THE OFFICE MANAGER OF WHITMORE'S YARD CARE. 116928 WHITMORE'S YARD CARE PROVIDED SUPPLIES AND SNOW PLOWING SERVICES TO OCY DURING FISCAL YEAR 2011. 0 FREDERICK LANE BOARD MEMBER FREDERICK LANE IS THE PRESIDENT OF CUSHMAN INSURANCE AGENCY. 40311 CUSHMAN INSURANCE AGENCY PROVIDED INSURANCE POLICIES TO OCY DURING FISCAL YEAR 2011. 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBER WAYNE SMITH IS THE FATHER-IN-LAW OF RANDY PAPADELLIS, BOARD PRESIDENT. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD WAS GIVEN A DRAFT OF THE 990 TO REVIEW AND APPROVE BEFORE SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED OFF ON BY ALL BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE OFFICERS PROVIDE THE BOARD OF DIRECTORS CHAIR WITH THE FOLLOWING INFORMATION FOR DETERMINING THE COMPENSATION: - SELF APPRAISAL FOR THE PERIOD OF JULY 1 THROUGH JUNE 30. - INCENTIVE COMPENSATION PERFORMANCE MEASURES. - PREVIOUS EXECUTIVE COMMITTEE MINUTES WITH THE EXECUTIVE COMPENSATION AS PREPARED BY AN OUTSIDE CONSULTING FIRM. - RECENT SALARY COMPENSATION DATA FOR SIMILAR SIZE Y'S. FORM 990, PART VI, SECTION C, LINE 19 OLD COLONY Y MAKES ALL ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,061,608. CHANGE IN CARRYING VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 111,657. TOTAL TO FORM 990, PART XI, LINE 5: 1,173,265.