METROWEST YMCA: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- METROWEST YMCA (EIN 04-2281530)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-30
- IRS object ID
- 202412129349300726
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-30T09:59:57-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042281530 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METROWEST YOUNG MEN'S CHRISTIAN | BusinessNameLine1Txt |
| Business Name Line2 | ASSOCIATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | METR | BusinessNameControlTxt |
| Phone | 5088794420 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 OLD CONNECTICUT PATH | AddressLine1Txt |
| City | FRAMINGHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 017014539 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD MACPHERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5088794420 | PhoneNum |
| Signature | 2024-07-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAITLIN LIMOGES CPA | PreparerPersonNm |
| PTIN | P01633588 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2024-07-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD MACPHERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 OLD CONNECTICUT PATH | AddressLine1Txt |
| City | FRAMINGHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 017014539 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,637,160 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.METROWESTYMCA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE METROWEST YMCA IS DEDICATED TO THE DEVELOPMENT OF ALL PEOPLE REGARDLESS OF AGE, GENDER, RACE, RELIGION, INCOME OR ABILITY. OUR PROGRAMS, SERVICES AND FACILITIES ARE DESIGNED TO ENHANCE THE SPIRITUAL, MENTAL, PHYSICAL AND SOCIAL QUALITY OF LIFE FOR OUR FAMILIES, OUR COMMUNITIES AND OURSELVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 690 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,878,236 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,476,134 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,583,426 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,318,305 | CYProgramServiceRevenueAmt |
| PY Investment Income | $39,385 | PYInvestmentIncomeAmt |
| CY Investment Income | $464,144 | CYInvestmentIncomeAmt |
| PY Other Revenue | $105,552 | PYOtherRevenueAmt |
| CY Other Revenue | $165,481 | CYOtherRevenueAmt |
| PY Total Revenue | $13,606,599 | PYTotalRevenueAmt |
| CY Total Revenue | $19,424,064 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $637,283 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $832,176 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,807,206 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,183,344 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $635,712 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,445,795 | PYOtherExpensesAmt |
| CY Other Expenses | $4,746,034 | CYOtherExpensesAmt |
| PY Total Expenses | $12,890,284 | PYTotalExpensesAmt |
| CY Total Expenses | $14,761,554 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $716,315 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,662,510 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,469,278 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,833,841 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,783,048 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,411,919 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,686,230 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,421,922 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE METROWEST YMCA IS DEDICATED TO THE DEVELOPMENT OF ALL PEOPLE REGARDLESS OF AGE, GENDER, RACE, RELIGION, INCOME OR ABILITY. OUR PROGRAMS, SERVICES AND FACILITIES ARE DESIGNED TO ENHANCE THE SPIRITUAL, MENTAL, PHYSICAL AND SOCIAL QUALITY OF LIFE FOR OUR FAMILIES, OUR COMMUNITIES AND OURSELVES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,112,714 | ExpenseAmt |
| Grant | $606,435 | GrantAmt |
| Revenue | $6,676,678 | RevenueAmt |
| Desc | YOUTH DEVELOPMENTOUR YMCA IS COMMITTED TO NURTURING THE POTENTIAL OF EVERY CHILD AND TEEN. WE BELIEVE THAT ALL KIDS HAVE GREAT POTENTIAL AND DESERVE THE OPPORTUNITY TO DISCOVER WHO THEY ARE AND WHAT THEY CAN ACHIEVE. THAT'S WHY WE HELP YOUNG PEOPLE CULTIVATE THE VALUES, SKILLS AND RELATIONSHIPSTHAT LEAD TO POSITIVE BEHAVIORS, BETTER HEALTH AND EDUCATIONAL ACHIEVEMENT. OUR YMCA PROGRAMS, SUCH AS AQUATICS, ENRICHMENT CLASSES, DANCE, SPORTS, GYMNASTICS, NATIONALLY ACCREDITED EARLY EDUCATION, AFTER SCHOOL AND SUMMER DAY CAMP, OFFER A RANGE OF EXPERIENCES THAT ENRICH SOCIAL-EMOTIONAL, COGNITIVE AND PHYSICAL GROWTH. IN 2023, WE PROVIDED$606,435 IN FINANCIAL ASSISTANCE TO PEOPLE WHO OTHERWISE MAY NOT HAVE BEEN ABLE TO AFFORD TO PARTICIPATE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,247,498 | ExpenseAmt |
| Grant | $221,654 | GrantAmt |
| Revenue | $3,751,392 | RevenueAmt |
| Desc | HEALTHY LIVINGTHE YMCA IS COMMITTED TO IMPROVING AMERICA'S HEALTH AND WELL-BEING, COMMUNITY BY COMMUNITY. WE BRING FAMILIES CLOSER TOGETHER, ENCOURAGE GOOD HEALTH AND FOSTER CONNECTIONS THROUGH FITNESS, SPORTS, FUN AND SHARED INTERESTS. AS A RESULT, OVER 20,000 PEOPLE IN OUR COMMUNITY ARERECEIVING THE SUPPORT, GUIDANCE AND RESOURCES THEY NEED TO ACHIEVE GREATER HEALTH IN SPIRIT, MIND AND BODY. THIS IS PARTICULARLY IMPORTANT AS OUR NATION STRUGGLES WITH CHRONIC DISEASE AND OBESITY, FAMILIES WRESTLE WITH WORK/LIFE BALANCE AND INDIVIDUALS SEARCH FOR PERSONAL FULFILLMENT. OUR PROGRAMS ARE ACCESSIBLE, AFFORDABLE AND OPEN TO ALL FAITHS, BACKGROUNDS, ABILITIES AND INCOME LEVELS. IN 2023, WE PROVIDED $221,654 IN FINANCIAL ASSISTANCE TO PEOPLE WHO OTHERWISE MAY NOT HAVE BEEN ABLE TO AFFORD TO PARTICIPATE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $127,784 | ExpenseAmt |
| Grant | $4,087 | GrantAmt |
| Revenue | $57,216 | RevenueAmt |
| Desc | SOCIAL RESPONSIBILITYOUR YMCA BELIEVES IN GIVING BACK AND SUPPORTING OUR NEIGHBORS. WE HAVEBEEN LISTENING AND RESPONDING TO OUR COMMUNITY'S MOST CRITICAL SOCIALNEEDS FOR MORE THAN 55 YEARS. SINCE 1998 THE Y HAS BEEN OPERATING AN ADVENTURE-BASED PROGRAM FOR TEENS THAT HAVE DIFFICULTY MAKING HEALTHY CHOICES AND NAVIGATING THEIR LIVES SUCCESSFULLY AT LITTLE OR NO COST TO THE PARTICIPANT. THE Y ALSO INVESTS SIGNIFICANT TIME AND RESOURCES TODEVELOP COMMUNITY PARTNERSHIPS AND PROGRAMS THAT HELP TO PREVENT ANDMANAGE CHRONIC DISEASES LIKE CANCER, DIABETES, PARKINSON'S ANDCARDIOPULMONARY DISORDERS FOR MANY OF THE MOST FRAGILE PEOPLE LIVING INOUR COMMUNITY. WE PROVIDE TRAINING, RESOURCES AND SUPPORT THAT EMPOWEROUR NEIGHBORS TO EFFECT CHANGE, BRIDGE GAPS AND OVERCOME OBSTACLES. IN2023 WE ENGAGED OVER 100 YMCA MEMBERS, PARTICIPANTS AND VOLUNTEERS INACTIVITIES THAT STRENGTHEN OUR COMMUNITY AND PAVE THE WAY FOR FUTUREGENERATIONS TO THRIVE. IN 2023, WE PROVIDED $4,087 IN FINANCIALASSISTANCE TO PEOPLE WHO OTHERWISE MAY NOT HAVE BEEN ABLE TO AFFORD TOPARTICIPATE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $12,487,996 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 690 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEAN MCGOURTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5088794420 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 OLD CONNECTICUT PATH | AddressLine1Txt |
| City | FRAMINGHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 017014539 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DAN ROMANO | |||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN GALVANI | |||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PATRICIA DUARTE | |||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PENNY LEWANDOWSKI | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REGINA MARSHALL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT WADLAND | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE GREENBERG | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN NICHOLS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM CARON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| USHA NARAYANA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VISI TILAK | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| YOLANDA GREAVES | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AIMEE SIERS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| APARNA KUMAR | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BETH REYNOLDS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MOLLY RUDDOCK | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FAITH EASTER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JESSICA FRISWELL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM DIGIORNO | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOREN DEAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK URLAGE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS CONNOLLY | |||||||
| BOARD MEMBER (UNTIL 5/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEANNE SHERLOCK | |||||||
| COO | 45.00 | Yes (X) | $146,831 | $0 | $35,417 | ||
| PETER WAISGERBER | |||||||
| CDO | 45.00 | Yes (X) | $146,698 | $0 | $16,688 | ||
| RICHARD MACPHERSON | |||||||
| PRESIDENT/CEO | 45.00 | Yes (X) | $219,813 | $0 | $42,846 | ||
| SEAN MCGOURTY | |||||||
| CFO | 45.00 | Yes (X) | $140,525 | $0 | $17,933 | ||
| DEBORAH MINORO | |||||||
| HUMAN RESOURCES DIRECTOR | 45.00 | $117,635 | $0 | $26,678 | Yes (X) | ||
| LISA MANDOZZI | |||||||
| FRAMINGHAM BRANCH EXECUTIVE DIRECTOR | 45.00 | $108,099 | $0 | $26,353 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $879,601 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $165,915 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ADI CONTRACTINGINC | |||||
| 4 ORTON STREET | WORCESTER | MA | 01604 | CLEANING AND CONSTRUCTION | $563,230 |
| SYSCO BOSTON LLC | |||||
| 99 SPRING ST | PLYMPTON | MA | 02367 | FOOD PRODUCTS | $154,617 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $85,305 | FundraisingAmt |
| Government Grants | $5,022,417 | GovernmentGrantsAmt |
| All Other Contributions | $3,368,412 | AllOtherContributionsAmt |
| Noncash Contributions | $50,460 | NoncashContributionsAmt |
| Total Contributions | $8,476,134 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM FEES AND DUES | Desc |
| Business | 713940 | BusinessCd |
| Total Revenue Column | $10,318,305 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,318,305 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,318,305 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $412,183 | TotalRevenueColumnAmt |
| Exclusion | $412,183 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,240,835 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,188,874 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51,961 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,961 | TotalRevenueColumnAmt |
| Exclusion | $51,961 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $22,722 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $85,305 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $24,222 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,500 | TotalRevenueColumnAmt |
| Exclusion | -$1,500 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $166,981 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $166,981 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $166,981 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,424,064 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,485,286 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $462,644 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $832,176 | TotalAmt |
| Program Services | $832,176 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $766,751 | TotalAmt |
| Management And General | $524,568 | ManagementAndGeneralAmt |
| Fundraising | $242,183 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,969,636 | TotalAmt |
| Program Services | $6,292,593 | ProgramServicesAmt |
| Management And General | $592,327 | ManagementAndGeneralAmt |
| Fundraising | $84,716 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,298 | TotalAmt |
| Program Services | $292,928 | ProgramServicesAmt |
| Management And General | $25,631 | ManagementAndGeneralAmt |
| Fundraising | $739 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,063 | TotalAmt |
| Program Services | $387,255 | ProgramServicesAmt |
| Management And General | $52,997 | ManagementAndGeneralAmt |
| Fundraising | $20,811 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $666,596 | TotalAmt |
| Program Services | $558,217 | ProgramServicesAmt |
| Management And General | $85,142 | ManagementAndGeneralAmt |
| Fundraising | $23,237 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,870 | TotalAmt |
| Management And General | $2,870 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,830 | TotalAmt |
| Program Services | $24,865 | ProgramServicesAmt |
| Management And General | $32,965 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,010 | TotalAmt |
| Management And General | $24,010 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $685,817 | TotalAmt |
| Program Services | $683,762 | ProgramServicesAmt |
| Fundraising | $2,055 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,005,809 | TotalAmt |
| Program Services | $842,994 | ProgramServicesAmt |
| Management And General | $32,816 | ManagementAndGeneralAmt |
| Fundraising | $129,999 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $765,122 | TotalAmt |
| Program Services | $674,277 | ProgramServicesAmt |
| Management And General | $89,227 | ManagementAndGeneralAmt |
| Fundraising | $1,618 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,915 | TotalAmt |
| Program Services | $128,895 | ProgramServicesAmt |
| Management And General | $8,997 | ManagementAndGeneralAmt |
| Fundraising | $23 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,267 | TotalAmt |
| Program Services | $30,238 | ProgramServicesAmt |
| Management And General | $52,029 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,048 | TotalAmt |
| Program Services | $357,583 | ProgramServicesAmt |
| Management And General | $42,661 | ManagementAndGeneralAmt |
| Fundraising | $84,804 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $932,984 | TotalAmt |
| Program Services | $886,745 | ProgramServicesAmt |
| Management And General | $43,647 | ManagementAndGeneralAmt |
| Fundraising | $2,592 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,180 | TotalAmt |
| Program Services | $253,982 | ProgramServicesAmt |
| Management And General | $18,122 | ManagementAndGeneralAmt |
| Fundraising | $1,076 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $135,188 | $110,737 | $4,783 | $19,668 |
| DUES | $129,879 | $102,634 | $5,054 | $22,191 |
| BAD DEBT | $28,115 | $28,115 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,761,554 | TotalAmt |
| Program Services | $12,487,996 | ProgramServicesAmt |
| Management And General | $1,637,846 | ManagementAndGeneralAmt |
| Fundraising | $635,712 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,641,722 | BOYAmt |
| EOY | $3,372,595 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,492,089 | BOYAmt |
| EOY | $4,385,431 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,049,646 | BOYAmt |
| EOY | $657,086 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,626 | BOYAmt |
| EOY | $86,174 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $381,684 | BOYAmt |
| EOY | $97,487 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $32,163,550 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,418,076 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,369,621 | BOYAmt |
| EOY | $19,745,474 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,442,890 | BOYAmt |
| EOY | $4,164,769 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $324,825 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,469,278 | BOYAmt |
| EOY | $32,833,841 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $588,254 | BOYAmt |
| EOY | $590,994 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $610,637 | BOYAmt |
| EOY | $697,817 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,584,157 | BOYAmt |
| EOY | $8,123,108 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,783,048 | BOYAmt |
| EOY | $9,411,919 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,939,057 | BOYAmt |
| EOY | $20,231,823 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $747,173 | BOYAmt |
| EOY | $3,190,099 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,686,230 | BOYAmt |
| EOY | $23,421,922 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,469,278 | BOYAmt |
| EOY | $32,833,841 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,662,510 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $73,182 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,696,747 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,647,637 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,469,280 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,878,236 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,476,134 | CurrentTaxYearAmt |
| Total | $30,168,034 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,869,510 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,315,471 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,301,222 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,583,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,318,305 | CurrentTaxYearAmt |
| Total | $39,387,934 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,566,257 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,963,108 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,770,502 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,461,662 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,794,439 | CurrentTaxYearAmt |
| Total | $69,555,968 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $45,698 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,107 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,920 | CurrentTaxYearAmt |
| Total | $153,350 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $45,698 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,107 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,920 | CurrentTaxYearAmt |
| Total | $153,350 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $69,402,618 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,932 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,123 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,952 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,992 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $412,183 | CurrentTaxYearAmt |
| Total | $631,182 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,932 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,123 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,952 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,992 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $412,183 | CurrentTaxYearAmt |
| Total | $631,182 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $124,556 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,988 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $82,609 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $106,682 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $166,981 | CurrentTaxYearAmt |
| Total | $513,816 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,742,745 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,050,219 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,908,063 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,626,336 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,373,603 | CurrentTaxYearAmt |
| Total | $70,700,966 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98160 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98650 | PublicSupportPY509Pct |
| Investment Income CY | 0.00890 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00420 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | RENTAL OF SPACE AT YMCA LOCATIONS FOR YOUTH SPORTS AND OTHER PROGRAMS - 2019 AMOUNT: $ 124,556. 2020 AMOUNT: $ 32,988. 2021 AMOUNT: $ 82,609. 2022 AMOUNT: $ 106,682. 2023 AMOUNT: $ 166,981. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,000 | BeginningYearBalanceAmt |
| End Year Balance | $60,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,000 | BeginningYearBalanceAmt |
| End Year Balance | $60,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,000 | BeginningYearBalanceAmt |
| End Year Balance | $60,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,000 | BeginningYearBalanceAmt |
| End Year Balance | $60,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,000 | BeginningYearBalanceAmt |
| End Year Balance | $60,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,041,034 | OtherCostOrOtherBasisAmt |
| Book Value | $6,041,034 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,132,265 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,722,763 | DepreciationAmt |
| Book Value | $13,409,502 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,476,742 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,312,135 | DepreciationAmt |
| Book Value | $164,607 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $513,509 | OtherCostOrOtherBasisAmt |
| Depreciation | $383,178 | DepreciationAmt |
| Book Value | $130,331 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,745,474 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,665,282 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $73,182 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $73,182 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,592,100 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $24,010 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $807,954 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $831,964 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,424,064 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,855,002 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,855,002 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $24,010 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $882,542 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $906,552 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,761,554 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | PERMANENTLY RESTRICTED NET ASSETS CONSIST OF FUNDS THAT ARE RESTRICTED BY DONORS OR THE BOARD AGAINST ANY EXPENDITURE OF PRINCIPAL. INCOME GENERATED BY THE PERMANENTLY RESTRICTED NET ASSETS IS AVAILABLE FOR USE IN OPERATIONS. |
| PART X, LINE 2: | THE Y ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE Y HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT DECEMBER 31, 2023. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GRANT EXPENSE NETTED WITH PROGRAM FEES PER THE AUDITED FINANCIAL STATEMENTS 832,176. FUNDRAISING EXPENSES -24,222. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANT EXPENSE NETTED WITH PROGRAM FEES PER THE AUDITED FINANCIAL STATEMENTS 832,176. CAPITAL CAMPAIGN EXPENSE 74,588. FUNDRAISING EXPENSES -24,222. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONOR BY DESIGN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 WEST GILBERT ROAD | AddressLine1Txt |
| City | PALATINE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $79,916 | RetainedByContractorAmt |
| Net To Organization | -$79,916 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $79,916 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$79,916 | TotalNetToOrganizationAmt |
| Licensed States | IL | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUCTION | Event1Nm |
| Gross Receipts Event1 | $108,027 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $85,305 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $22,722 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $6,175 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $16,547 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,500 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $108,027 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $85,305 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $22,722 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,175 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $16,547 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,500 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $24,222 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,500 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | ASSISTANCE TO INDIVIDUALS FOR MEMBERSHIP DUES, AND PROGRAM AND CHILDCARE FEES. | GrantTypeTxt |
| Recipient | 948 | RecipientCnt |
| Non Cash Assistance | $832,176 | NonCashAssistanceAmt |
| Valuation Method Used | BASED ON THE Y'S ESTABLISHED FEE SCHEDULE | ValuationMethodUsedDesc |
| Non Cash Assistance | MEMBERSHIP DUES, AND PROGRAM AND CHILDCARE FEES | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE METROWEST YMCA PROVIDES FINANCIAL ASSISTANCE TO LOW INCOME INDIVIDUALS ENABLING THEM TO PARTICIPATE IN Y PROGRAMS AND MEMBERSHIP SERVICES AT A REDUCED RATE. THE RATE IS BASED ON A SLIDING FEE SCALE. DETERMINATION OF THE AMOUNT OF ASSISTANCE PROVIDED IS DEPENDENT ON FAMILY INCOME, FAMILY SIZE AND OTHER SPECIAL FINANCIAL CIRCUMSTANCES. APPLICANTS ARE REQUIRED TO COMPLETE A REQUEST APPLICATION AND SUBMIT ALONG WITH THAT REQUEST A COPY OF THEIR FEDERAL TAX RETURN, CURRENT PAY CHECK STUBS AND OTHER SUPPLEMENTAL INFORMATION IF NEEDED TO SUPPORT THEIR FINANCIAL POSITION. DEPENDING ON PROGRAM AREA AND FAMILY CIRCUMSTANCES, FINANCIAL ASSISTANCE IS GRANTED FOR A 6 OR 12 MONTH PERIOD. ALL FINANCIAL ASSISTANCE IS IN THE FORM OF PROGRAM OR MEMBERSHIP FEE SUBSIDY. NO CASH IS PROVIDED TO INDIVIDUALS. RECORDS ARE KEPT IN A SECURE FILE TO DOCUMENT THAT REQUEST APPLICATION AND FEE REDUCTION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD MACPHERSON | ||||||||||||||
| PRESIDENT/CEO | $219,813 | $0 | $0 | $0 | $0 | $0 | $21,981 | $0 | $20,865 | $0 | $262,659 | $0 | $0 | $0 |
| JEANNE SHERLOCK | ||||||||||||||
| COO | $146,831 | $0 | $0 | $0 | $0 | $0 | $14,683 | $0 | $20,734 | $0 | $182,248 | $0 | $0 | $0 |
| PETER WAISGERBER | ||||||||||||||
| CDO | $146,698 | $0 | $0 | $0 | $0 | $0 | $14,670 | $0 | $2,018 | $0 | $163,386 | $0 | $0 | $0 |
| SEAN MCGOURTY | ||||||||||||||
| CFO | $140,525 | $0 | $0 | $0 | $0 | $0 | $14,053 | $0 | $3,880 | $0 | $158,458 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | |||||||
| A | 043431814 | 2007-08-01 | $6,700,000 | RENOVATION OF THE Y'S FRAMINGHAM FACILITY AND REPYMT. OF A NOTE PAYABLE | 0 | 0 | 0 |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | |||||||
| B | 043431814 | 2018-11-01 | $7,000,000 | RENOVATION OF THE Y'S FRAMINGHAM FACILITY. | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|
| A | $5,209,547 | $6,700,000 | $6,700,000 | 2008 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $278,811 | $7,000,000 | $6,922,219 | 2020 | 0 | 0 | 0 | Yes (1) | $77,781 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 |
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $50,460 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE APPROVES THE AUDITED FINANCIALS AND PRESENTS THEM TO THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS. THE FINANCE COMMITTEE APPROVES THE 990 AND COPIES ARE GIVEN TO ALL BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS AND SENIOR STAFF COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE. EACH QUESTIONNAIRE IS REVIEWED BY THE CEO WHO MAKES THE BOARD CHAIR AWARE OF ANY POTENTIAL AREAS OF CONFLICT. BOARD MEMBERS MUST RECUSE THEMSELVES FROM ANY VOTE AND REFRAIN FROM ANY ATTEMPT TO INFLUENCE A VOTE IN ANY SITUATION WHERE A CONFLICT OR POTENTIAL CONFLICT EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO'S SALARY RANGE, AS WELL AS THAT OF ALL EXEMPT STAFF, IS DETERMINED BY UTILIZING A NUMBER OF CRITERIA: - THE HAY PLAN METHOD, WHICH IS A SYSTEM THAT ASSIGNS POINT VALUES IN KEY AREAS OF RESPONSIBILITY, KNOW-HOW AND AUTHORITY IS UTILIZED TO DETERMINE A TOTAL POINT VALUE FOR THE SPECIFIC POSITION. A DOLLAR VALUE IS THEN USED AS A MULTIPLIER FOR THE POINTS TO DETERMINE A SALARY RANGE (MINIMUM/MID-POINT/MAXIMUM). THIS DOLLAR VALUE IS CONSISTENT FOR ALL EXEMPT POSITIONS. ANNUALLY, SALARY RANGES ARE REVIEWED TO DETERMINE ADJUSTMENTS, IF ANY, TO THE POINT DOLLAR VALUE. - THE HUMAN RESOURCE COMMITTEE OF THE BOARD OF THE METROWEST YMCA (WHICH IS COMPRISED PRIMARILY OF HUMAN RESOURCE PROFESSIONALS) ANNUALLY REVIEWS, VOTES UPON AND RECOMMENDS TO THE BOARD OF DIRECTORS ANY INCREASES IN POINT DOLLAR VALUES FOR EXEMPT POSITIONS AS A WHOLE AND THE % RANGE ALLOWED FOR SALARY INCREASES, WHICH ARE BASED ON PERFORMANCE. THESE POINT VALUES AND % RANGES FOR SALARY INCREASES ARE THE SAME VALUES FOR THE CEO AS THEY ARE FOR THE OTHER EXEMPT STAFF POSITIONS. - IN DETERMINING THE APPROPRIATE SALARY RANGES, POINTING AND SALARY INCREASES, THE HUMAN RESOURCE COMMITTEE USES AS A GUIDE, THE RECOMMENDATIONS OF THE Y OF THE USA HUMAN RESOURCE AND TALENT MANAGEMENT TASK FORCE, A COMMITTEE OF THE NATIONAL Y BOARD WHICH IS MADE UP OF Y LEADERS, VOLUNTEERS AND HUMAN RESOURCE OFFICERS, ASSISTED BY EXTERNAL CONSULTANTS, RSM MCGLADREY, INC. THIS TASK FORCE IDENTIFIES METHODS AND RECOMMENDATIONS FOR VOLUNTEERS AND STAFF TO USE IN DEVELOPING AND MAINTAINING EFFECTIVE SALARY ADMINISTRATION PROGRAMS IN THEIR RESPECTIVE Y ASSOCIATIONS. THE TASK FORCE ANNUALLY REVIEWS CURRENT SALARY ADMINISTRATION TRENDS IN YS AND OTHER ORGANIZATIONS THROUGHOUT THE COUNTRY IN BOTH FOR-PROFIT AND NON-PROFIT SECTORS. THOSE TRENDS ARE APPLIED TO THEN ESTABLISH RECOMMENDED GUIDELINES FOR Y'S TO USE FOR SALARY RANGE VALUES AND RAISE PERCENTAGES. THE METROWEST YMCA USES THIS AS A KEY TOOL IN DETERMINING THE CEO SALARY IN ADDITION TO UTILIZING REGIONAL SALARY TREND REFERENCES AND COMPARISONS. - THE METROWEST YMCA CEO'S SPECIFIC SALARY INCREASE EACH YEAR IS BASED ON THE RESULTS OF A FORMAL PERFORMANCE REVIEW BY THE BOARD CHAIR AND OTHERS, THE RESULTS OF WHICH ARE ALIGNED WITH THE PRE-APPROVED RAISE PERCENTAGE RANGE CHART TO DETERMINE THE NEW ANNUAL SALARY. |
| FORM 990, PART VI, SECTION C, LINE 19 | IF A MEMBER OF THE GENERAL PUBLIC REQUESTS TO VIEW OR RECEIVE A COPY OF ANY OF OUR GOVERNING DOCUMENTS, FORM 990, AUDIT, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS, THE REQUEST WOULD BE DIRECTED TO THE BOARD CLERK WHO WOULD PROVIDE A COPY OF THE REQUESTED DOCUMENT WITHIN 24 HOURS OR LESS. |
| FORM 990, PART XII, LINE 2C: | THERE WAS NO CHANGE TO YMCA'S PROCESS FOR OVERSIGHT OR SELECTION OF THE REVIEW OF ITS FINANCIAL STATEMENTS. |