YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER BOSTON INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER BOSTON INC (EIN 04-2103551)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-16
- IRS object ID
- 201921979349300637
- Schema version
- 2018v3.1
- 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 C
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-16T12:13:00-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 South Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103551 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER | BusinessNameLine1Txt |
| Business Name Line2 | BOSTON INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PAUL FALVEY | InCareOfNm |
| Business Name Control | YOUN | BusinessNameControlTxt |
| Phone | 6175367800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 316 HUNTINGTON AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES MORTON | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6175367800 | PhoneNum |
| Signature | 2019-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS O CYR | PreparerPersonNm |
| PTIN | P00651101 | PTIN |
| Phone | 6179881000 | PhoneNum |
| Preparation | 2019-05-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.102.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 04502320191975000005 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-07-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9C37FB02EE77A6FF00EC66693955615721E3AD8A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 072F242B0F8FA55BC44C4BBFD6D81B3F0B7E1C92 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES MORTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 316 HUNTINGTON AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $84,517,923 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.YMCABOSTON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1852 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | See Schedule O | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 3435 | TotalEmployeeCnt |
| Total Volunteers | 2754 | TotalVolunteersCnt |
| Total Gross UBI | $3,607,237 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $353,548 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,215,011 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,522,203 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $67,618,645 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $70,537,640 | CYProgramServiceRevenueAmt |
| PY Investment Income | $665,068 | PYInvestmentIncomeAmt |
| CY Investment Income | $596,880 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$114,909 | PYOtherRevenueAmt |
| CY Other Revenue | -$86,863 | CYOtherRevenueAmt |
| PY Total Revenue | $73,383,815 | PYTotalRevenueAmt |
| CY Total Revenue | $77,569,860 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $43,725,342 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $44,639,226 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,960,473 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $29,820,756 | PYOtherExpensesAmt |
| CY Other Expenses | $31,596,620 | CYOtherExpensesAmt |
| PY Total Expenses | $73,546,098 | PYTotalExpensesAmt |
| CY Total Expenses | $76,235,846 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$162,283 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,334,014 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $121,247,629 | TotalAssetsBOYAmt |
| Total Assets EOY | $119,098,180 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $60,575,776 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $58,448,839 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $60,671,853 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $60,649,341 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $44,567,992 | ExpenseAmt |
| Revenue | $39,260,614 | RevenueAmt |
| Desc | EACH YEAR, MORE THAN 181,000 MEMBERS AND PROGRAM PARTICIPANTS BENEFIT FROM A DIVERSE ARRAY OF PROGRAMS AND SERVICES SUCH AS HEALTH AND WELLNESS PROGRAMS, INSTRUCTIONAL FITNESS PROGRAMS, AQUATICS LEARN-TO-SWIM PROGRAMS, ADULT EDUCATION, COLLEGE AND CAREER PROGRAMS FOR TEENS, YOUTH DEVELOPMENT PROGRAMS, PROGRAMS FOR YOUTH AT RISK, SERVICES FOR SENIORS, TRANSITIONAL HOUSING FOR HOMELESS FAMILIES, AFFORDABLE GUEST ROOMS FOR TRAVELERS, AND CRITICALLY IMPORTANT INCOME-BASED HOUSING FOR SINGLE ADULTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,477,463 | ExpenseAmt |
| Revenue | $25,091,956 | RevenueAmt |
| Desc | THE YMCA OF GREATER BOSTON HAS A LONG AND SUCCESSFUL HISTORY OF PROVIDING AFTER-SCHOOL AND SUMMER DEVELOPMENT, EDUCATIONAL, RECREATIONAL AND SOCIAL ACTIVITIES FOR YOUTH OF ALL AGES. OVER 3,600 CHILDREN ARE ENROLLED IN Y's PRE-SCHOOL AND EARLY EDUCATION AND AFTER SCHOOL PROGRAMS, AND 10,000 CHILDREN PARTICIPATE IN SUMMER DAY AND RESIDENT CAMP PROGRAMS. THROUGH THE YMCA OF GREATER BOSTON'S YOUTH DEVELOPMENT INITIATIVE, THE YMCA WORKS WITH OVER 16,000 MIDDLE SCHOOL AGED AND TEENS EACH YEAR. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,743,324 | ExpenseAmt |
| Revenue | $2,577,833 | RevenueAmt |
| Desc | THE YMCA OF GREATER BOSTON OFFERS AN ARRAY OF EDUCATION SERVICES TO LOW-INCOME INDIVIDUALS AND FAMILIES INCLUDING ADULT BASIC EDUCATION, COMPUTER LITERACY CLASSES, AND MORE THAN 500 PARTICIPANTS IN ENGLISH AS A SECOND LANGUAGE FOR RECENT IMMIGRANTS. THE Y PROVIDES COMPREHENSIVE JOB SKILLS TRAINING AND HELPS WITH PLACEMENT IN PERMANENT EMPLOYMENT POSITIONS FOR AS MANY AS 130 INDIVIDUALS EACH YEAR. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $68,788,779 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 179 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3435 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL FALVEY | PersonNm |
| Phone | 6179278135 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 316 HUNTINGTON AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM M PARENT | ||||||||||
| BOARD MEMBER - CHAIR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| HOPE A ALDRICH | ||||||||||
| BOARD MEMBER - VICE CHAIR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ELIZABETH B BURNETT | ||||||||||
| BOARD MEMBER - VICE CHAIR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| EVELYN KAUPP | ||||||||||
| BOARD MEMBER - VICE CHAIR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MATT MCPHERRON | ||||||||||
| BOARD MEMBER - VICE CHAIR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| C ANN MERRIFIELD | ||||||||||
| BOARD MEMBER - TREASURER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM I HYUETT | ||||||||||
| BOARD MEMBER THRU 12/31/2018 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JONATHAN SAVOY | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| REZA AGHAMIRZADEH | ||||||||||
| BOARD MEMBER AS OF 01/25/2018 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM H ANDERSON | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAN BROWNELL | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL F CONLEY | ||||||||||
| BOARD MEMBER THRU 12/13/2018 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JEFF CONWAY | ||||||||||
| BOARD MEMBER AS OF 09/27/2018 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH FERRA | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER D FINCKE | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BETTY FRANCISCO | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID G FUBINI | ||||||||||
| BOARD MEMBER THRU 03/22/2018 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LINA GALLOTTO | ||||||||||
| BOARD MEMBER THRU 11/17/2018 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| NANCY D GLENNON | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| NEIL HAYNES | ||||||||||
| BOARD MEMBER AS OF 09/27/2018 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| INGRID JACOBS | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ANDRE JOHNSON | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| TERESA K KOSTER | ||||||||||
| BOARD MEMBER THRU 03/22/2018 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID MARSHALL | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| TARA MURPHY | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLAYNE MURRELL-SMITH | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JACK R O'CONNOR | ||||||||||
| BOARD MEMBER THRU 03/22/2018 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| REBEKAH SALWASSER | ||||||||||
| BOARD MEMBER AS OF 09/27/2018 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAN SHEEHAN | ||||||||||
| BOARD MEMBER THRU 09/21/2018 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SHANIQUE SMITH | ||||||||||
| BOARD MEMBER AS OF 12/13/2018 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| NANCY STUART | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| FREDERICK A WANG | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN H KAVOOGIAN | ||||||||||
| BOARD MEMBER THRU 12/13/2018 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Kevin F Malone | ||||||||||
| BOARD MEMBER THRU 02/2018 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES MORTON | ||||||||||
| PRESIDENT & CEO | 40.0 | 0.0 | $399,785 | $0 | $44,282 | Yes (X) | ||||
| ANN TIKKANEN | ||||||||||
| EXECUTIVE VP & CFO THRU 09/18 | 40.0 | 0.0 | $190,548 | $0 | $31,410 | Yes (X) | ||||
| JARRETT ROYSTER | ||||||||||
| Executive VP & COO | 40.0 | 0.0 | $205,264 | $0 | $32,163 | Yes (X) | ||||
| MARK STRAUBEL | ||||||||||
| Executive VP & COO | 40.0 | 0.0 | $179,202 | $0 | $38,313 | Yes (X) | ||||
| AMY TURNER | ||||||||||
| Executive VP & CCDO | 40.0 | 0.0 | $175,054 | $0 | $37,577 | Yes (X) | ||||
| JULIE LIMA | ||||||||||
| EXECUTITIVE VP OF DEVELOPMENT | 40.0 | 0.0 | $173,154 | $0 | $11,112 | Yes (X) | ||||
| MICHAEL FARRELL | ||||||||||
| VP of Facility Management | 40.0 | 0.0 | $145,458 | $0 | $15,225 | Yes (X) | ||||
| KEITH HENDRICKS | ||||||||||
| VP OF ACTG AND FIN SYSTEMS | 40.0 | 0.0 | $145,890 | $0 | $34,430 | Yes (X) | ||||
| WENDY ZINN | ||||||||||
| VP OF ACDMIC ACHVMN & PRTNRSHP | 40.0 | 0.0 | $138,756 | $0 | $27,960 | Yes (X) | ||||
| MARION KELLY | ||||||||||
| Sr. Branch Executive Director | 40.0 | 0.0 | $139,602 | $0 | $18,947 | Yes (X) | ||||
| Elizabeth Toledo Cruz | ||||||||||
| Executive VP & COO THRU 7/6/18 | 40.0 | 0.0 | $126,672 | $0 | $24,093 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,019,385 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $315,512 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 21 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DIAMOND HEAT | |||||
| 35 BELMONT STREET | NORTH ANDOVER | MA | 01845 | HVAC CONTRACTOR | $317,030 |
| TRIANGLE2 SOLUTIONS | |||||
| 510 S MAIN STREET | SPRINGFIELD | TN | 37172 | STRATEGIC PLNG CNSLT | $180,914 |
| Eastern Insurance Group LLC | |||||
| 233 W Central Street | NATICK | MA | 01760 | INSURANCE SERVICES | $291,614 |
| KPMG LLP | |||||
| PO Box 120511 | DALLAS | TX | 75312 | ACCOUNTING SERVICES | $161,648 |
| LeClair Ryan | |||||
| POBox 780054 | PHILADELPHIA | PA | 191780054 | LEGAL SERVICES | $141,251 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,395,262 | FundraisingAmt |
| All Other Contributions | $5,126,941 | AllOtherContributionsAmt |
| Noncash Contributions | $35,157 | NoncashContributionsAmt |
| Total Contributions | $6,522,203 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PROGRAM FEES | 624100 | $29,833,571 | $26,226,334 | $3,607,237 |
| AFFORDABLE HEALTH & WELLNESS PROGRAMS | 624100 | $27,161,166 | $27,161,166 | |
| CONTRACT WITH FEDERAL & STATE GOVN'TS | 624100 | $11,012,135 | $11,012,135 | |
| OTHER REVENUES | 624100 | $2,530,768 | $2,530,768 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $70,537,640 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $317,886 | TotalRevenueColumnAmt |
| Exclusion | $317,886 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,878,636 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,599,642 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $278,994 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $278,994 | TotalRevenueColumnAmt |
| Exclusion | $278,994 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $207,590 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,395,262 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $326,192 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$118,602 | TotalRevenueColumnAmt |
| Exclusion | -$118,602 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $53,968 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $22,229 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,739 | TotalRevenueColumnAmt |
| Exclusion | $31,739 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,569,860 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $66,930,403 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,607,237 | UnrelatedBusinessRevenueAmt |
| Exclusion | $510,017 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,333,597 | TotalAmt |
| Program Services | $534,058 | ProgramServicesAmt |
| Management And General | $421,935 | ManagementAndGeneralAmt |
| Fundraising | $377,604 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,458,212 | TotalAmt |
| Program Services | $33,656,004 | ProgramServicesAmt |
| Management And General | $730,532 | ManagementAndGeneralAmt |
| Fundraising | $1,071,676 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,201,899 | TotalAmt |
| Program Services | $1,717,150 | ProgramServicesAmt |
| Management And General | $451,313 | ManagementAndGeneralAmt |
| Fundraising | $33,436 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,154,437 | TotalAmt |
| Program Services | $1,658,375 | ProgramServicesAmt |
| Management And General | $444,968 | ManagementAndGeneralAmt |
| Fundraising | $51,094 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,491,081 | TotalAmt |
| Program Services | $2,949,399 | ProgramServicesAmt |
| Management And General | $469,090 | ManagementAndGeneralAmt |
| Fundraising | $72,592 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,957 | TotalAmt |
| Program Services | $20,380 | ProgramServicesAmt |
| Management And General | $305,577 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,833 | TotalAmt |
| Management And General | $200,833 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,025 | TotalAmt |
| Management And General | $128,025 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,585 | TotalAmt |
| Management And General | $81,585 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,909,807 | TotalAmt |
| Program Services | $1,601,218 | ProgramServicesAmt |
| Management And General | $128,765 | ManagementAndGeneralAmt |
| Fundraising | $179,824 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $724,693 | TotalAmt |
| Program Services | $604,061 | ProgramServicesAmt |
| Management And General | $60,508 | ManagementAndGeneralAmt |
| Fundraising | $60,124 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,566 | TotalAmt |
| Program Services | $231,826 | ProgramServicesAmt |
| Management And General | $69,495 | ManagementAndGeneralAmt |
| Fundraising | $8,245 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $794,473 | TotalAmt |
| Program Services | $653,807 | ProgramServicesAmt |
| Management And General | $115,760 | ManagementAndGeneralAmt |
| Fundraising | $24,906 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,396,611 | TotalAmt |
| Program Services | $13,273,103 | ProgramServicesAmt |
| Management And General | $85,000 | ManagementAndGeneralAmt |
| Fundraising | $38,508 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $742,332 | TotalAmt |
| Program Services | $717,549 | ProgramServicesAmt |
| Management And General | $24,783 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $690,171 | TotalAmt |
| Program Services | $622,796 | ProgramServicesAmt |
| Management And General | $24,911 | ManagementAndGeneralAmt |
| Fundraising | $42,464 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $674,646 | TotalAmt |
| Management And General | $674,646 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,880,550 | TotalAmt |
| Program Services | $4,494,443 | ProgramServicesAmt |
| Management And General | $386,107 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $612,591 | TotalAmt |
| Program Services | $559,372 | ProgramServicesAmt |
| Management And General | $53,219 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM EXPENSES | $2,080,339 | $2,080,339 | |
| EQUIP EXPNDBL LEASE/MAINT | $1,903,561 | $1,809,557 | $94,004 |
| PROG FOOD & PERSONNEL SUPP | $1,605,342 | $1,605,342 | |
| NATIONAL SUPPORT | $535,538 | $535,538 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,235,846 | TotalAmt |
| Program Services | $68,788,779 | ProgramServicesAmt |
| Management And General | $5,486,594 | ManagementAndGeneralAmt |
| Fundraising | $1,960,473 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,853,114 | BOYAmt |
| EOY | $7,148,231 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,231,077 | BOYAmt |
| EOY | $971,219 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,219,031 | BOYAmt |
| EOY | $3,066,149 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,900,071 | BOYAmt |
| EOY | $14,401,343 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $154,564,500 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $74,842,084 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,528,363 | BOYAmt |
| EOY | $79,722,416 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,105,232 | BOYAmt |
| EOY | $13,311,959 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $410,741 | BOYAmt |
| EOY | $476,863 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,247,629 | BOYAmt |
| EOY | $119,098,180 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,731,928 | BOYAmt |
| EOY | $4,360,965 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,254,181 | BOYAmt |
| EOY | $946,288 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,986,918 | BOYAmt |
| EOY | $46,787,439 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,602,749 | BOYAmt |
| EOY | $6,354,147 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,575,776 | BOYAmt |
| EOY | $58,448,839 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,182,372 | BOYAmt |
| EOY | $48,811,456 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,415,059 | BOYAmt |
| EOY | $6,871,050 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,074,422 | BOYAmt |
| EOY | $4,966,835 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,671,853 | BOYAmt |
| EOY | $60,649,341 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,247,629 | BOYAmt |
| EOY | $119,098,180 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,334,014 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,752,610 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $396,084 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,942,674 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,777,899 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,711,389 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,747,397 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,715,108 | CurrentTaxYearAmt |
| Total | $158,894,467 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,942,674 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,777,899 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,711,389 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,747,397 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,715,108 | CurrentTaxYearAmt |
| Total | $158,894,467 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $158,894,467 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $426,962 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $454,842 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $265,913 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $272,158 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $317,886 | CurrentTaxYearAmt |
| Total | $1,737,761 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $195,264 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $285,916 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $454,996 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $385,140 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $339,602 | CurrentTaxYearAmt |
| Total | $1,660,918 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $162,293,146 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $187,656,356 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97906 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97811 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $128,025 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $128,025 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE B | FormAndLineReferenceDesc |
| Explanation | THE YMCA OF GREATER BOSTON IS A MEMBER OF THE ALLIANCE OF MASSACHUSETTS YMCAS, A PUBLIC POLICY AND ADVOCACY GROUP COMMITTED TO WORKING WITH YMCAS AND OTHER CHILD CARE AND HUMAN SERVICE ORGANIZATIONS IN THE COMMONWEALTH, CONCERNED WITH THE WELL BEING OF CHILDREN AND FAMILIES. THE YMCA OF GREATER BOSTON ENGAGES A STRATEGIC MANAGEMENT AND PUBLIC AFFAIRS CONSULTANT TO ASSIST THE ORGANIZATION IN NAVIGATING REGULATORY AND FUNDING MATTERS PERTAINING TO YMCA SERVICES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,962,058 | BeginningYearBalanceAmt |
| Contributions | $4,698 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,268,015 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $560,656 | OtherExpendituresAmt |
| Administrative Expenses | $81,585 | AdministrativeExpensesAmt |
| End Year Balance | $14,056,500 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,292,947 | BeginningYearBalanceAmt |
| Contributions | $11,140 | ContributionsAmt |
| Investment Earnings Or Losses | $2,307,489 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $570,780 | OtherExpendituresAmt |
| Administrative Expenses | $78,738 | AdministrativeExpensesAmt |
| End Year Balance | $15,962,058 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,002,792 | BeginningYearBalanceAmt |
| Contributions | $14,197 | ContributionsAmt |
| Investment Earnings Or Losses | $926,638 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $576,224 | OtherExpendituresAmt |
| Administrative Expenses | $74,456 | AdministrativeExpensesAmt |
| End Year Balance | $14,292,947 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,348,499 | BeginningYearBalanceAmt |
| Contributions | $19,085 | ContributionsAmt |
| Investment Earnings Or Losses | -$716,372 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $556,212 | OtherExpendituresAmt |
| Administrative Expenses | $92,208 | AdministrativeExpensesAmt |
| End Year Balance | $14,002,792 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,422,153 | BeginningYearBalanceAmt |
| Contributions | $20,520 | ContributionsAmt |
| Investment Earnings Or Losses | $554,004 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $544,312 | OtherExpendituresAmt |
| Administrative Expenses | $103,866 | AdministrativeExpensesAmt |
| End Year Balance | $15,348,499 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20520 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.35330 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.44150 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,384,121 | OtherCostOrOtherBasisAmt |
| Book Value | $3,384,121 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $128,779,723 | OtherCostOrOtherBasisAmt |
| Depreciation | $55,445,034 | DepreciationAmt |
| Book Value | $73,334,689 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,400,656 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,397,050 | DepreciationAmt |
| Book Value | $3,003,606 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $79,722,416 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST RATE SWAP OBLIGATION | $1,842,084 |
| HOUSING DEBT | $5,439,398 |
| BOND ISSUANCE COST | -$927,335 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,354,147 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4 | INTENDED USE OF ENDOWMENT FUNDS THE ENDOWMENT FUNDS OF THE YMCA OF GREATER BOSTON HAVE BEEN SET ASIDE THROUGH THE INTENTIONS OF DONORS AND BOARD APPROPRIATION FOR GENERAL OR SPECIFIC PURPOSES. |
| PART X, LINE 2 | FIN 48 (ASC) FOOTNOTE THE ASSOCIATION IS A NONPROFIT ORGANIZATION DESCRIBED UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND IS GENERALLY EXEMPT FROM INCOME TAXES UNDER THE PROVISIONS OF IRC SECTION 501(A). THE ASSOCIATION BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS. |
Schedule G IRS990ScheduleG
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY KIMBALL EVENTS | PersonNm |
| Activity | DREAM HAPPY PARTY | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPARK PARY | Event1Nm |
| Gross Receipts Event1 | $702,816 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $681,516 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $21,300 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $73,446 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $50,420 | OtherDirectExpensesEvent1Amt |
| Event2 | CHNTWN LGCY EVT | Event2Nm |
| Gross Receipts Event2 | $124,340 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $110,580 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $13,760 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $16,589 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $900 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $3,532 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 16 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $775,696 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $603,166 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $172,530 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $10,070 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $30,138 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $93,546 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $4,610 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $42,941 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,602,852 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,395,262 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $207,590 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $10,070 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $30,138 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $183,581 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,510 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $96,893 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $326,192 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$118,602 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $53,968 | GrossRevenueOtherGamingAmt |
| Non Cash Prizes Other Gaming | $22,229 | NonCashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $53,968 | GrossRevenueTotalGamingAmt |
| Non Cash Prizes Total Gaming | $22,229 | NonCashPrizesTotalGamingAmt |
| Direct Expense Summary Gaming | $22,229 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $31,739 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | MA | StatesWhereGamingConductedCd |
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (true) | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Own Facility | 1.00000 | GamingOwnFacilityPct |
| Gaming Other Facility | 0.00000 | GamingOtherFacilityPct |
| Individual With Books | Paul Falvey | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 316 Huntington Ave | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | Julie Lima | GamingManagerPersonNm |
| Gaming Manager Compensation | $834 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | Organizing, record keeping & Managing the event | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | Yes (true) | CharitableDistributionRqrInd |
| Distributed | $31,739 | DistributedAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | false | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES MORTON | ||||||||||||||
| PRESIDENT & CEO | $394,975 | $0 | $0 | $0 | $4,810 | $0 | $33,000 | $0 | $11,282 | $0 | $444,067 | $0 | $0 | $0 |
| ANN TIKKANEN | ||||||||||||||
| EXECUTIVE VP & CFO THRU 09/18 | $187,128 | $0 | $0 | $0 | $3,420 | $0 | $23,439 | $0 | $7,971 | $0 | $221,958 | $0 | $0 | $0 |
| JARRETT ROYSTER | ||||||||||||||
| Executive VP & COO | $200,454 | $0 | $0 | $0 | $4,810 | $0 | $25,384 | $0 | $6,779 | $0 | $237,427 | $0 | $0 | $0 |
| MARK STRAUBEL | ||||||||||||||
| Executive VP & COO | $174,392 | $0 | $0 | $0 | $4,810 | $0 | $22,855 | $0 | $15,458 | $0 | $217,515 | $0 | $0 | $0 |
| JULIE LIMA | ||||||||||||||
| EXECUTITIVE VP OF DEVELOPMENT | $168,344 | $0 | $0 | $0 | $4,810 | $0 | $4,937 | $0 | $6,175 | $0 | $184,266 | $0 | $0 | $0 |
| AMY TURNER | ||||||||||||||
| Executive VP & CCDO | $170,244 | $0 | $0 | $0 | $4,810 | $0 | $21,983 | $0 | $15,594 | $0 | $212,631 | $0 | $0 | $0 |
| MICHAEL FARRELL | ||||||||||||||
| VP of Facility Management | $140,648 | $0 | $0 | $0 | $4,810 | $0 | $0 | $0 | $15,225 | $0 | $160,683 | $0 | $0 | $0 |
| KEITH HENDRICKS | ||||||||||||||
| VP OF ACTG AND FIN SYSTEMS | $145,890 | $0 | $0 | $19,130 | $15,300 | $180,320 | $0 | $0 | ||||||
| WENDY ZINN | ||||||||||||||
| VP OF ACDMIC ACHVMN & PRTNRSHP | $133,946 | $0 | $0 | $0 | $4,810 | $0 | $17,423 | $0 | $10,537 | $0 | $166,716 | $0 | $0 | $0 |
| MARION KELLY | ||||||||||||||
| Sr. Branch Executive Director | $137,502 | $0 | $0 | $0 | $2,100 | $0 | $16,823 | $0 | $2,124 | $0 | $158,549 | $0 | $0 | $0 |
| Elizabeth Toledo Cruz | ||||||||||||||
| Executive VP & COO THRU 7/6/18 | $124,082 | $0 | $0 | $0 | $2,590 | $0 | $15,746 | $0 | $8,347 | $0 | $150,765 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| HOUSING ALLOWANCE | PART I, LINE 1 A HOUSING ALLOWANCE IS PROVIDED TO THE PRESIDENT/CEO AS PART OF HIS EMPLOYMENT CONTRACT. THE ALLOWANCE AMOUNT IS INCLUDED IN TAXABLE COMPENSATION FOR THE YEAR. |
| PART I, LINE 5A | THE ORGANIZATION PROVIDES ADDITIONAL FINANCIAL REWARD TO THE CORPORATE EXECUTIVE TEAM AND THE BRANCH EXECUTIVES AND STAFF BASED ON MEETING OR EXCEEDING THE FOLLOWING PERFORMANCE MEASUREMENTS: -BUDGETED OPERATING REVENUE, -ANNUAL CAMPAIGN GOAL, -NET BOTTOM LINE BUDGET, AND/OR -MEMBERSHIP REVENUE TARGET. |
| PART I, LINE 7 | BONUS AND INCENTIVE COMPENSATION PAYMENTS ARE PAID AT THE DISCRETION OF THE ORGANIZATION'S CEO, SUBJECT TO REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE. |
| SCHEDULE J, PART II, COLUMN (B)(III) | OTHER REPORTABLE COMPENSATION INCLUDES TRANSPORTATION BENEFITS AND RELOCATION BENEFITS. SUCH AMOUNTS ARE INCLUDED IN TAXABLE COMPENSATION FOR THE YEAR. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | ||||||||
| A | 043431814 | 57583F5X5 | 2004-10-28 | $28,000,000 | NEW CONST./REFUND 98 & 01 BONDS | false | false | false |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | ||||||||
| B | 043431814 | 57583RKV6 | 2007-05-09 | $8,500,000 | NEW CONSTRUCTION/REFUND 04 BOND | false | false | false |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | ||||||||
| C | 043431814 | 2012-04-02 | $10,800,000 | NEW CONSTRUCTION | false | false | false | |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | ||||||||
| D | 043431814 | 2015-04-29 | $10,000,000 | NEW CONSTRUCTION | false | false | false | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $8,184,977 | $0 | $28,000,000 | $0 | $795,244 | $0 | $553,884 | $134,515 | $0 | $11,135,562 | $0 | $15,380,795 | 2005 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
| B | $1,470,000 | $0 | $8,500,000 | $0 | $0 | $0 | $164,750 | $36,181 | $0 | $6,640,787 | $0 | $1,658,282 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $175,000 | $0 | $10,800,000 | $0 | $0 | $0 | $28,920 | $0 | $0 | $10,771,080 | $0 | $0 | 2015 | false | false | Yes (true) | Yes (true) |
| D | $682,584 | $0 | $10,000,000 | $0 | $0 | $0 | $25,000 | $0 | $0 | $9,975,000 | $0 | $0 | false | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) | |
| B | false | false | false | false | 0 | false | false | false | Yes (true) | |
| C | false | false | Yes (true) | false | 0 | false | false | false | Yes (true) | Yes (true) |
| D | false | false | Yes (true) | false | 0 | false | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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 | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CITIZENS BANK | |||||||||||||
| A | false | false | false | Yes (true) | Yes (true) | Yes (true) | 10. | false | false | false | 0 | false | false |
| 0 | |||||||||||||
| B | false | false | false | Yes (true) | Yes (true) | false | false | 0 | false | false | |||
| RBS CITIZENS BANK | |||||||||||||
| C | false | false | false | Yes (true) | Yes (true) | Yes (true) | 10. | false | false | false | 0 | false | false |
| 0 | |||||||||||||
| D | false | false | false | Yes (true) | Yes (true) | false | false | 0 | false | false | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, LINE 3 | FormAndLineReferenceDesc |
| Explanation | FOR ALL FOUR BOND ISSUES, THE REBATE COMPUTATION WAS PERFORMED IN APRIL, 2018. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $35,157 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1 | MISSION STATEMENT THE YMCA OF GREATER BOSTON IS DEDICATED TO IMPROVING THE HEALTH OF MIND, BODY AND SPIRIT OF INDIVIDUALS AND FAMILIES IN OUR COMMUNITIES. THE Y WELCOMES MEN AND WOMEN, BOYS AND GIRLS OF ALL INCOMES, FAITHS, AND CULTURES. |
| PART III, LINE 1 | ORGANIZATION'S MISSION FOUNDED IN 1851 AS AMERICAS FIRST Y, THE YMCA OF GREATER BOSTON STRENGTHENS THE GREATER BOSTON COMMUNITY THROUGH A FOCUS ON YOUTH DEVELOPMENT, HEALTHY LIVING AND SOCIAL RESPONSIBILITY. AS ONE OF THE COMMUNITYS LEADING NONPROFITS, WE ARE DEDICATED TO NURTURING THE POTENTIAL OF EVERY CHILD AND TEEN, IMPROVING OUR COMMUNITYS HEALTH AND WELL-BEING AND PROVIDING OPPORTUNITIES TO GIVE BACK AND SUPPORT OUR NEIGHBORS. EACH YEAR, THE YMCA ENABLES MORE THAN 150,000 YOUTH, ADULTS, AND SENIORS TO BE HEALTHY, CONFIDENT, CONNECTED AND SECURE. TODAY, THE YMCA OF GREATER BOSTON RANKS AS ONE OF THE LARGEST URBAN YS IN THE NATION, STAYING TRUE TO ITS ROOTS AS A VALUES-DRIVEN, VOLUNTEER-LED, HUMAN SERVICE ORGANIZATION STRENGTHENING CHILDREN, FAMILIES AND COMMUNITIES. THE Y'S STAFF, VOLUNTEERS, AND CONSTITUENTS REPRESENT THE BROAD SPECTRUM OF CITIZENS, BY ANY AND ALL MEASURES, WHO LIVE IN GREATER BOSTON. EVERY DAY, THE YMCA OF GREATER BOSTON WORKS SIDE-BY-SIDE WITH OUR NEIGHBORS TO MAKE SURE THAT EVERYONE, REGARDLESS OF AGE, INCOME OR BACKGROUND, HAS THE OPPORTUNITY TO LEARN, GROW AND THRIVE. YOUTH DEVELOPMENT - WE BELIEVE THAT ALL KIDS DESERVE THE OPPORTUNITY TO DISCOVER WHO THEY ARE AND WHAT THEY CAN ACHIEVE. THROUGH OUR Y, MORE THAN 50,000 YOUTH UNDER THE AGE OF 18 ARE CULTIVATING THE VALUES, SKILLS AND RELATIONSHIPS THAT LEAD TO POSITIVE BEHAVIORS, BETTER HEALTH AND EDUCATIONAL ACHIEVEMENT. THE Y IS THE LARGEST PROVIDER OF AFTER SCHOOL PROGRAMS AND EARLY EDUCATION IN MASSACHUSETTS, OFFERS THE STATE'S LARGEST SUMMER YOUTH EMPLOYMENT PROGRAM, AND PROVIDES MORE THAN 25,000 WEEKS OF CAMP EACH SUMMER. HEALTHY LIVING - MORE THAN 100,000 CHILDREN AND ADULTS ARE RECEIVING GUIDANCE AND THE RESOURCES NEEDED TO ACHIEVE GREATER HEALTH AND WELL-BEING FOR THEIR SPIRIT, MIND AND BODY BY BEING A MEMBER OF OUR Y. IN COMMUNITIES ACROSS GREATER BOSTON, THE Y IS A LEADING VOICE ON HEALTH AND WELL-BEING. WITH A MISSION CENTERED ON BALANCE, THE Y BRINGS FAMILIES CLOSER TOGETHER, ENCOURAGES GOOD HEALTH AND FOSTERS CONNECTIONS THROUGH FITNESS, SPORTS, AND FUN. SOCIAL RESPONSIBILITY - TO BRING ABOUT MEANINGFUL CHANGE, INDIVIDUALS NEED ONGOING ENCOURAGEMENT AND TOOLS. WE'RE HERE DAY-IN AND DAY-OUT TO PROVIDE THE RESOURCES OUR COMMUNITIES NEED TO ADDRESS THE MOST PRESSING SOCIAL ISSUES SUCH AS ADULT EDUCATION, WORKFORCE DEVELOPMENT AND HOUSING. ON ANY GIVEN NIGHT, 35 ADULTS AND CHILDREN ARE LIVING AT THE Y. OUR FAMILIES IN TRANSITION PROGRAM NOT ONLY PROVIDES SHELTER, BUT ALSO ADDRESS THE UNDERLYING ISSUES THAT CAUSED FAMILIES TO BE HOMELESS. SINCE 1896, THE YMCA OF GREATER BOSTON HAS PROVIDED ADULT EDUCATION TO NEWCOMERS HELPING THEM THRIVE IN THEIR NEW HOMELAND. THIS COMMITMENT TO ADULT EDUCATION CONTINUES TODAY AT THE INTERNATIONAL LEARNING CENTER (ILC) AND TRAINING, INC. WHERE MORE THAN 800 ADULTS EACH YEAR BRIDGE SKILLS GAPS AND START ON A PATH TOWARDS EMPLOYMENT AND SELF-SUFFICIENCY. THE YMCA OF GREATER BOSTON HAS BRANCHES LOCATED IN BOSTON'S FENWAY, DORCHESTER, ROXBURY, CHINATOWN, WEST ROXBURY, HYDE PARK, ALLSTON/BRIGHTON, EAST BOSTON AND CHARLESTOWN NEIGHBORHOODS, AS WELL AS IN THE OUTLYING COMMUNITIES OF NEEDHAM, WALTHAM, READING, AND WOBURN. THE YMCA ALSO HAS CAMPING FACILITIES IN MASSACHUSETTS COMMUNITIES INCLUDING BOXFORD, CANTON, AND WESTWOOD, AND A RESIDENT CAMP FACILITY IN TUFTONBORO, NEW HAMPSHIRE. DOLLARS RETURNED TO THE FINANCIAL ASSISTANCE/PROGRAM AREA COMMUNITY: --------------------------------------- ---------------- DIRECT AID (FINANCIAL ASSISTANCE) TO INDIVIDUALS AND FAMILIES: MEMBERSHIP FOR ALL (FOR LOW INCOME FAMILIES) 1,055,103 CHILDCARE DEVELOPMENT FOR ALL (DISCOUNTED FEES) 1,795,119 CAMP FOR ALL (DISCOUNTED FEES) 480,357 BREAKFAST/LUNCH/SNACK FOOD SUBSIDY PAID BY THE Y 37,763 INDIRECT AID BY PROGRAM AREA: MEMBERSHIP - ROXBURY 975,994 MEMBERSHIP - HUNTINGTON AVENUE 50,729 MEMBERSHIP - DORCHESTER 755,674 MEMBERSHIP - CHARLESTOWN 418,121 MEMBERSHIP - WANG 551,976 MEMBERSHIP - MENINO (HYDE PARK) 390,905 MEMBERSHIP - EAST BOSTON 386,571 MEMBERSHIP - EDUCATION AND TRAINING 194,688 GET SUMMER FREE TEEN MEMBERSHIPS 414,568 UNITED WAY FUNDING: FOR U.W. SPECIFIC IMPACT PROGRAM AREAS 115,000 FACILITIES (USE BY COMMUNITY GROUPS/NONPROFIT ORGS): VARIOUS CHURCH GROUPS, SCHOOLS, AND LOCAL CLUBS 39,000 FINANCIAL SUPPORT: THROUGH THE YMCA OF THE USA'S INTERNATIONAL PROGRAM 25,000 MILITARY SUPPORT PROGRAMS AT CONSTITUTION INN 10,343 VARIOUS DONATIONS 7,800 --------------- GRAND TOTAL USES OF FUNDS (WHAT THE Y GIVES BACK TO COMMUNITIES) 7,704,711 ================ |
| PART VI, SECTION A, QUESTION 11B | FORM 990 REVIEW PROCESS THE YMCA OF GREATER BOSTONS FINANCE, AUDIT AND RISK, AND EXECUTIVE COMMITTEES, COMMITTEES OF THE GENERAL BOARD OF DIRECTORS, REVIEW A FINAL FORM OF THE FORM 990 PRIOR TO ACTUAL FILING. MEMBERS OF THE EXTERNAL AUDIT AND TAX FIRM (CURRENTLY KPMG LLP) INITIALLY DISCUSS, PREPARE AND REVIEW THE RETURN WITH Y MANAGEMENT. ONCE THE TAX RETURN IS FULLY ANALYZED AND PREPARED BY Y MANAGEMENT, A PAPER COPY IS DISTRIBUTED TO THE AUDIT AND RISK COMMITTEE, IN ADVANCE OF A SPECIFIC MEETING. SUBSEQUENTLY, KPMG'S TAX GROUP REPRESENTATIVES MEET WITH Y MANAGEMENT AND MEMBERS OF THE YS FINANCE, AUDIT AND RISK, AND EXECUTIVE COMMITTEES IN ORDER TO ENSURE ALL PERSONS HAVE HAD AN OPPORTUNITY TO ASK QUESTIONS AND DISCUSS THE CONTENT OF THE TAX RETURN, PRIOR TO THE DEADLINE. FINANCE AND AUDIT AND RISK COMMITTEES APPROVE THE CONTENTS OF THE TAX RETURN IN ADVANCE OF IT BEING FILED WITH THE IRS. AFTER THE FINANCE AND AUDIT AND RISK COMMITTEES APPROVE FORM 990, THE RETURN IS PROVIDED TO ALL BOARD MEMBERS IN ADVANCE OF THE ASSOCIATION'S MARCH GENERAL BOARD MEETING AND THE RETURN IS FILED AFTER ALL BOARD MEMBERS HAVE HAD AN OPPORTUNITY TO REVIEW THE FILING. |
| PART VI, SECTION B, QUESTION 12C | CONFLICT OF INTEREST EACH YEAR, A CONFLICT OF INTEREST POLICY DOCUMENT AND COVER LETTER (INCLUDING ALSO A FORM OF A QUESTIONNAIRE) IS MAILED FROM THE PRESIDENT'S OFFICE TO CONCERNED PERSONS INCLUDING ALL MEMBERS OF THE GENERAL BOARD OF DIRECTORS, BRANCH GENERAL BOARD REPRESENTATIVES, YMCA OF GREATER BOSTON SENIOR STAFF MEMBERS, BRANCH EXECUTIVES, AND BRANCH AND BOARD CHAIRS (I.E. PERSONS COVERED UNDER THE POLICY). THE QUESTIONNAIRE PROVIDES A DESCRIPTION OF A CONFLICT OF INTEREST AS WELL AS THE BUSINESS AFFILIATION OF THE CONCERNED PERSON. ALL MEMBERS ARE REQUIRED TO READ, COMPLETE AND SIGN THE QUESTIONNAIRE, AND TO RETURN THE COMPLETED DOCUMENTS TO THE PRESIDENT'S OFFICE. THE YMCA OF GREATER BOSTON'S PRESIDENT, AUDIT AND RISK COMMITTEE CHAIR, AND CHIEF FINANCIAL OFFICER REVIEW THE CONTENTS/RESPONSES DETAILED ON THE QUESTIONNAIRES, FOR COMPLETENESS AS WELL AS TO IDENTIFY ANY MATERIAL (OR POTENTIAL) CONFLICTS THAT MAY EXIST HAVE BEEN DOCUMENTED. THE YMCA OF GREATER BOSTON'S PRESIDENT SUBSEQUENTLY WILL REVIEW IDENTIFIED CONFLICTS WITH THE CHAIR OF THE GENERAL BOARD OF DIRECTOR. THE CONCERNED PERSON WITH WHOM A CONFLICTING INTEREST EXISTS WILL BE EXCLUDED FROM ANY DISCUSSION, APPROVAL OF TRANSACTIONS, BIDS, ETC. WITH ANY AND ALL GENERAL BOARD COMMITTEE MEETINGS. |
| PART VI, SECTION B, QUESTION 15B | COMPENSATION POLICIES THE COMPENSATION COMMITTEE OF THE GENERAL BOARD OF DIRECTORS, LED BY THE CHAIR OF THE COMPENSATION COMMITTEE, INCLUDING ALSO THE CURRENT CHAIR, IS RESPONSIBLE FOR DUE DILIGENCE OF EXECUTIVE AND EMPLOYEE COMPENSATION TO ASSURE THAT THE YMCA OF GREATER BOSTON COMPLIES WITH IRS REQUIREMENTS FOR NON-PROFIT COMPENSATION. THE COMMITTEE REVIEWS AND DISCUSSES COMPENSATION SURVEYS OF COMPARABLE SIZE YMCAS ACROSS THE COUNTRY RESEARCHED BY SULLIVAN, COTTER AND ASSOCIATES, A SURVEY OF REPRESENTATIVE BOSTON-AREA NON-PROFITS EXECUTIVES' COMPENSATION, AND A NATIONAL SURVEY OF ALL NON-PROFIT AND GENERAL INDUSTRY EXECUTIVES. THE COMMITTEE THEN REVIEWS AND APPROVES THE ANNUAL MERIT SALARY PLAN (BASED ON ANNUAL REVIEWS) AND ANY CHANGES TO THE COMPENSATION RANGES; EXAMINES THE COMPENSATION OF THE Y'S 8 SENIOR EXECUTIVES AND COMPARES THEIR COMPENSATION TO THE SAME POSITIONS AT COMPARABLE YMCAS AND OTHER LOCAL AND REGIONAL NON-PROFITS; ASSURES THAT THE YMCA OF GREATER BOSTON IS PAYING BETWEEN THE FIFTIETH AND SEVENTY-FIFTH PERCENTILE OF PREVAILING MARKET RATES FOR SIMILAR POSITIONS; REVIEWS THE PERFORMANCE APPRAISAL OF THE Y PRESIDENT BY THE CHAIR OF THE GENERAL BOARD; DETERMINES THE COMPENSATION OF THE YMCA PRESIDENT; AND ENSURES THAT THERE ARE CLEAR PERFORMANCE MEASURES FOR ANNUAL EMPLOYEE INCENTIVE AWARDS. THE COMMITTEE GENERALLY MEETS TWO TO FOUR TIMES ANNUALLY. THE COMMITTEE ALSO ASSIGNS SPECIFIC ANALYTICAL TASKS TO THE VP/HR TO ENSURE THE ORGANIZATION IS KEEPING CURRENT ON ALL COMPENSATION PRACTICES. |
| PART VI, SECTION C, QUESTION 19 | DISCLOSURE OF DOCUMENTS ON THE ORGANIZATION'S WEBSITE (WWW.YMCABOSTON.ORG) ANYONE IS ABLE TO DOWNLOAD A PDF FILE OF THE Y'S MOST CURRENT ANNUAL REPORT(THIS DOCUMENT INCLUDES THE FINANCIAL STATEMENTS OF THE DECEMBER 31, 2018 FINANCIAL AUDIT, THE STATEMENT OF FINANCIAL ACTIVITIES, AND THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION). THE CONFLICT OF INTEREST POLICY IS ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS AMTS TRANSF TO YGBHRC $(1,037,244) BENEFICIAL INTEREST IN TRUST (112,285) CHANGE IN FMV OF INTEREST RATE SWAPS 374,308 PRIOR YEAR ADJUSTMENTS - YGBRC 1,171,305 ------------- TOTAL $396,084 ------------- |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YMCA OF GB HUNTINGTON AVE REALTY CORP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 316 HUNTINGTON AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383854791 | EIN |
| Primary Activities | LEASING | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11B | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Y BOSTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (5) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTING | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Y BOSTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| YMCA OF GB HUNTINGTON AVENUE REALTY CORP | ||
| D | $16,663,100 | NBV |
| YMCA OF GB HUNTINGTON AVENUE REALTY CORP | ||
| R | $1,037,244 | FMV |