2015-05-05T09:52:52-05:00 2014-12-31 KPMG LLP 60 South Street Boston MA 02111 990 2014-01-01 042103551 YMCA OF GREATER BOSTON INC % ANN C TIKKANEN YMCA 6175367800 316 HUNTINGTON AVENUE Suite BOSTON MA 02115 ANN C TIKKANEN EXECUTIVE VP, CFO 6179278135 2015-05-04 true SHY JOSEPH P01085371 6179278135 2015-05-01 2014 2016-02-25 16:41:14Z Kevin Washington 316 HUNTINGTON AVENUE BOSTON MA 02115 88215432 false X WWW.YMCABOSTON.ORG X 1852 MA See Schedule O 39 39 3367 988 2746928 163024 6408889 6868764 59615707 63530570 1594763 1434235 -158242 -246170 67461117 71587399 0 0 0 0 38614750 40361510 44642 705824 1644056 24885208 27678884 63544600 68746218 3916517 2841181 110152839 106983290 51832761 50704432 58320078 56278858 X SEE SCHEDULE O. false false 40100345 38094695 EACH YEAR, MORE THAN 100,000 INDIVIDUALS 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. 18232402 20088567 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. 2522101 2600380 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 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 120 INDIVIDUALS EACH YEAR. 60854848 true true false true false false false false false true true false false false true true false true false false false false false true true false false false false true true false false false false false false false false false true true false false false false true true true false true 238 0 true 3367 true true true false false false false true true false false false false X 39 39 true false false false false false false true true false true true true true true true true true true true false MA NH X X X ANN C TIKKANEN 6179278135 316 HUNTINGTON AVENUE BOSTON MA 02115 DANIEL F CONLEY BOARD MEMBER 1.0 0.0 X 0 0 0 MARK S AIN BOARD MEMBER 1.0 0.0 X 0 0 0 HOPE A ALDRICH BOARD MEMBER 1.0 0.0 X 0 0 0 RICHARD H ALDRICH BOARD MEMBER 1.0 0.0 X 0 0 0 BRANT BINDER BOARD MEMBER 1.0 0.0 X BRIAN H KAVOOGIAN BOARD MEMBER-VICE CHAIR 1.0 0.0 X ELIZABETH B BURNETT BOARD MEMBER-VICE CHAIR 1.0 0.0 X DAVE PORTER BOARD MEMBER 1.0 0.0 X JEFF CONWAY BOARD MEMBER-CHAIR 1.0 0.0 X JONATHAN SAVOY BOARD MEMBER 1.0 0.0 X C MICHAEL DALEY BOARD MEMBER 1.0 0.0 X WILLIAM I HUYETT BOARD MEMBER-VICE CHAIR 1.0 0.0 X ROBERT E KENNEY BOARD MEMBER 1.0 0.0 X CHARLAYNE E MURRELL-SMITH BOARD MEMBER 1.0 0.0 X JAMES P PALERMO BOARD MEMBER 1.0 0.0 X CHARLES R PARROTT BOARD MEMBER 1.0 0.0 X ALAN W TUCK BOARD MEMBER 1.0 0.0 X FREDERICK A WANG BOARD MEMBER 1.0 0.0 X RICHARD C WATERS BOARD MEMBER-TREASURER 1.0 0.0 X FAITH S WEINER BOARD MEMBER 1.0 0.0 X NANCY S STUART BOARD MEMBER 1.0 0.0 X TERESA K KOSTER BOARD MEMBER 1.0 0.0 X DAVID G FUBINI Board Member 1.0 0.0 X C ANN MERRIFIELD BOARD MEMBER 1.0 0.0 X TARA MURPHY BOARD MEMBER 1.0 0.0 X WILLIAM M PARENT BOARD MEMBER 1.0 0.0 X CYNTHIA L STRAUSS BOARD MEMBER 1.0 0.0 X M DAVID WILKINS BOARD MEMBER 1.0 0.0 X KATE WALSH BOARD MEMBER 1.0 0.0 X EILEEN M CONNORS BOARD MEMBER-VICE CHAIR 1.0 0.0 X Kevin J Blake BOARD MEMBER 1.0 0.0 X Donald E Conover BOARD MEMBER 1.0 0.0 X David A Damassa BOARD MEMBER 1.0 0.0 X Kevin A Foster BOARD MEMBER 1.0 0.0 X Michelle W Hecht BOARD MEMBER 1.0 0.0 X Evelyn Kaupp BOARD MEMBER 1.0 0.0 X Matt McPherron BOARD MEMBER 1.0 0.0 X Jack R O'Connor BOARD MEMBER 1.0 0.0 X Jill W Onderdonk BOARD MEMBER 1.0 0.0 X JOHN P FOWLER BOARD MEMBER 1.0 0.0 X 0 0 0 CORNELIUS K HURLEY BOARD MEMBER 1.0 0.0 X 0 0 0 MARIA MANNING BOARD MEMBER 1.0 0.0 X 0 0 0 TANISHA M SULLIVAN BOARD MEMBER 1.0 0.0 X 0 0 0 ANN C TIKKANEN EXECUTIVE VP, CFO 40.0 0.25 X 238558 0 43093 KEVIN WASHINGTON PRESIDENT & CEO 40.0 0.0 X 436530 0 41846 NATALIE NORTON SR. VP OF OPERATIONS 40.0 0.0 X 136503 0 19902 MARK DENGLER EVP OF OPERATIONS 40.0 0.0 X 217339 0 39246 Harold W Sparrow SR. VP OF OPERATIONS 40.0 0.0 X 196338 0 26152 CRAIG HEINRICHS EVP OF OPERATIONS 40.0 0.0 X 33048 0 4370 PAUL E MANTELL VP HUMAN RESOURCES 40.0 0.0 X 167525 0 21840 DONNA DESMOND VP & Chief Accounting Officer 40.0 0.0 X 160955 0 21716 Kelley J Rice VP Financial Development 40.0 0.0 X 180467 0 33064 MARION KELLY EXECUTIVE DIRECTOR 40.0 0.0 X 123293 0 16795 AMY G TURNER Senior VP of Child Development 40.0 0.0 X 145148 0 33722 Edward C Dahlstedt DIR. OF FACILITY MGR & MAINT. 40.0 0.0 X 152268 0 29496 CRAIG SHULTZE VP OF INFORMATION SERVICES 40.0 0.0 X 124702 0 31299 WENDY ZINN EXECUTIVE DIRECTOR 40.0 0.0 X 125890 0 31381 2438564 0 393922 17 false true false Unic Pro Inc PO Box 4163 SHREWSBURY MA 01545 JANITORIAL SERVICES 681511 Boston Laundry Linen Inc 4110 Mystic Valley Parkway MEDFORD MA 02155 LAUNDRY SERVICES 280852 Alexandra Construction Inc 109 Oak Street NEWTON MA 02464 CONSTRUCTION 264231 North Suburban Transportation Corp 100 Ashburton Ave WOBURN MA 01801 TRANSPORTATION SVCS 213695 KPMG LLP PO Box 120511 DALLAS TX 753120511 ACCOUNTING AND AUDIT 186800 16 X 1589349 5279415 51587 6868764 PROGRAM FEES 624100 26086677 23339749 2746928 AFFORDABLE HEALTH & WELLNESS PROGRAMS 624100 24073910 24073910 CONTRACT WITH FEDERAL & STATE GOVN'TS 624100 9985474 9985474 OTHER REVENUES 624100 3384509 3384509 63530570 426962 426962 0 0 0 0 0 0 0 17230735 16223462 1007273 1007273 1007273 158401 1589349 404571 -246170 -246170 0 0 0 71587399 60783642 2746928 1188065 0 0 0 0 1783959 1112735 671224 0 32021589 30424981 1218359 378249 2157261 1660625 431263 65373 2000057 1638979 312420 48658 3069868 2666371 344616 58881 0 135754 58551 77203 150460 150460 118469 118469 34600 34600 103866 103866 530011 447765 82246 988495 685127 233746 69622 336182 272984 56059 7139 536007 453451 73006 9550 0 12190049 11733659 377712 78678 0 0 471639 443238 28401 701957 689274 12683 0 3301844 2894145 407699 511349 469753 41596 PROGRAM EXPENSES 2526813 2293992 213960 18861 PROGRAM FOOD & PERS SUPPLIES 1437867 1437867 NATIONAL SUPPORT 348731 348731 EQUIP EXPENDABLES LEASE/MAINT 1418430 1407310 11120 1870961 1620014 158373 92574 68746218 60854848 6247314 1644056 X 0 0 14884764 3855126 14334 2646458 1701548 2026264 0 0 0 0 18644029 18410076 0 0 0 0 117511146 57358304 55201983 60152842 19706181 19663727 0 0 0 0 0 0 0 228797 110152839 106983290 3604945 5298113 0 0 631948 930368 41890000 40950000 0 0 0 0 0 0 0 0 5705868 3525951 51832761 50704432 X 47558165 41874669 5746836 9394494 5015077 5009695 58320078 56278858 110152839 106983290 X 2841181 -859874 -4022527 X false true X true true true X 21376674 22063167 24592315 28438409 30942674 127413239 0 0 21376674 22063167 24592315 28438409 30942674 127413239 0 127413239 256969 288426 308574 420146 426962 1701077 68477 276672 211928 557077 0 129671393 172191371 0.98259 0.98264 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 118469 false false 118469 false PART II, LINE B 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. 15422153 20520 554004 544312 103866 15348499 13423508 6580 2605451 520213 93173 15422153 12757634 35940 1214824 499032 85858 13423508 13875900 2925 -488923 546422 85846 12757634 11976814 611926 1987835 611925 88750 13875900 0.22900 0.32600 0.44500 false false 1267395 1267395 91287606 44286343 47001263 14890430 13071961 1818469 10065715 10065715 60152842 0 ASSET RETIREMENT OBLIGATION 406800 INTEREST RATE SWAP OBLIGATION 3119151 3525951 X PART V, LINE 4 INTENDED USE OF ENDOWMENT FUNDS the endowment funds of the YMCA of Greater Boston, Inc. 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. X X X X X X true AMY KIMBALL EVENTS DREAM HAPPY PARTY false 590668 34600 556068 590668 34600 556068 DREAM HAPPY PTY 590668 574768 15900 10412 63967 74003 LEGACY 180058 168551 11507 21115 19475 11 977024 846030 130994 250 5297 26109 113032 4784 66127 1747750 1589349 158401 250 5297 36521 198114 4784 159605 404571 -246170 X true false X X X X false false false true false false false true false ANN C TIKKANEN EXECUTIVE VP, CFO 208558 0 30000 0 0 0 29575 0 13518 0 281651 0 0 0 PAUL E MANTELL VP HUMAN RESOURCES 159525 0 8000 0 0 0 20293 0 1547 0 189365 0 0 0 KEVIN WASHINGTON PRESIDENT & CEO 322645 0 77000 0 36885 0 30000 0 11846 0 478376 0 0 0 AMY G TURNER Senior VP of Child Development 138148 0 7000 0 0 0 18556 0 15166 0 178870 0 0 0 NATALIE NORTON SR. VP OF OPERATIONS 124503 0 12000 0 0 0 16630 0 3272 0 156405 0 0 0 MARK DENGLER EVP OF OPERATIONS 187339 0 30000 0 0 0 26946 0 12300 0 256585 0 0 0 DONNA DESMOND VP & Chief Accounting Officer 152955 0 8000 0 0 0 19542 0 2174 0 182671 0 0 0 Kelley J Rice VP Financial Development 165467 0 15000 0 0 0 22367 0 10697 0 213531 0 0 0 Harold W Sparrow SR. VP OF OPERATIONS 181338 0 15000 0 0 0 23788 0 2364 0 222490 0 0 0 Edward C Dahlstedt DIR. OF FACILITY MGR & MAINT. 144268 0 8000 0 0 0 18967 0 10529 0 181764 0 0 0 CRAIG SHULTZE VP OF INFORMATION SERVICES 124702 0 0 0 0 0 16044 0 15255 0 156001 0 0 0 WENDY ZINN EXECUTIVE DIRECTOR 125890 0 0 0 0 0 16136 0 15245 0 157271 0 0 0 HOUSING ALLOWANCE PART I, LINE 1 A HOUSING ALLOWANCE IS PROVIDED TO PRESIDENT WASHINGTON 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. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57583F5X5 2004-10-28 28000000 SERIES 2004A false false false B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57583RKV6 2007-05-09 8500000 SERIES 2007 false false false C MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2012-04-02 43635000 SERIES 2012 false false false A 3170000 0 28000000 0 795244 15380835 553844 134515 0 11135562 0 0 2005 true true true true B 7495000 0 8500000 0 0 1658282 164750 36181 0 6640787 0 0 2009 true false true true C 60000 0 43635000 0 0 32835000 429083 0 0 9525441 0 845476 true false false true A false false false false 0.00000 0.00000 0.00000 false false 0.00000 false true B false false false false 0.00000 0.00000 0.00000 false false false true C false false false false 0.00000 0.00000 0.00000 false false false true A false false false true true true CITIZENS BANK 10. false false false 0 false false B false false false true true false 0 false false false 0 false false C false false false true true true RBS CITIZENS BANK 10. false false false 0 false false A true B true C true Schedule K, Line 3 FOR ALL THREE BOND ISSUES, THE DATE THE REBATE COMPUTATION WAS PERFORMED WAS MAY 2, 2013. EASTERN INSURANCE H. ALDRICH/BOARD MEMEBER 177644 SEE PART V false PART IV, LINE 1 Hope A. Aldrich, a Member of the Board of Directors, is also President of Eastern Insurance (formerly Allied American Insurance Agency). The organization uses Eastern's insurance broekerage services. The broker solicits various insurance companies and the insurance companies pay commission fees directly to the broker/Eastern Insurance. The broker solicits various insurance carriers for quotes and terms for numerous insurance policies (e.g. general liability, umbrella, package, automobile, etc.) and presents proposals to the organization. The organization uses Ms. Aldrich/Eastern INSURANCE because of their experience finding the best possible insurance packages for the organization. The negotiations are conducted at arms-length and at fair market value. X 7 51587 FMV false true true DISPOSAL OF NONCASH CONTRIBUTIONS LINE 9 YMCA OF GREATER BOSTON USES AN ACCOUNT AT MORGAN STANLEY TO PROCESS AND LIQUIDATE ANY STOCK GIFTS RECEIVED DURING THE YEAR. THAT ACCOUNT IS USED ONLY TO LIQUIDATE GIFTS OF SECURITIES RECEIVED. PART VI, SECTION A, QUESTION 11B FORM 990 REVIEW PROCESS THE YMCA OF GREATER BOSTON'S FINANCE AND AUDIT AND RISK 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 THE 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 Y'S FINANCE AND AUDIT AND RISK 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, QUESION 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 AND BRANCH EXECUTIVES (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 CHAIRMAN 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 CHAIRMAN, 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 MOST SENIOR EXECUTIVES AND COMPARES THEIR COMPENSATION TO THE SAME POSITIONS AT COMPARABLE YMCAS AND OTHER 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 CHAIRMAN 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. 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 TWO FINANCIAL STATEMENTS OF THE DECEMBER 31, 2014 FINANCIAL AUDIT NAMELY 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 VI, SECTION A, QUESTION 2 FAMILY RELATIONSHIP HOPE A. ALDRICH, A MEMBER OF THE BOARD OF DIRECTORS, AND RICHARD H. ALDRICH, A MEMBER OF THE BOARD OF DIRECTORS, ARE SIBLINGS. PART XI, LINE 9 OTHER CHANGES IN NET ASSETS Amts transf to YGBHRC -$460,882 Beneficial interest in trust -$20,357 Transfer of net assets -$2,446,781 Change in FMV of interest rate swaps -$1,094,507 ------------- Total -$4,022,527 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 PEOPLE OF ALL INCOMES, FAITHS, AND CULTURES. PART III, LINE 1 ORGANIZATION'S MISSION FOUNDED IN 1851, THE YMCA OF GREATER BOSTON IS THE FIRST Y IN THE UNITED STATES. THE YMCA OF GREATER BOSTON IS DEDICATED TO IMPROVING THE HEALTH OF MIND, BODY AND SPIRIT OF INDIVIDUALS AND FAMILIES IN OUR COMMUNITIES. WE WELCOME MEN, WOMEN, BOYS AND GIRLS OF ALL INCOMES, FAITHS, AND CULTURES. FROM ITS HUMBLE BEGINNINGS IN RENTED ROOMS IN BOSTON, THE YMCA OF GREATER BOSTON IS NOW ONE OF THE LARGEST URBAN YMCAS IN THE COUNTRY AND BOSTON'S LARGEST PROVIDER OF SOCIAL SERVICES FOR CHILDREN AND FAMILIES. THE YMCA OF GREATER BOSTON HAS 15 BRANCHES AND AN ADDITIONAL 70 PROGRAM CENTERS SERVING 100,000 MEN, WOMEN, AND CHILDREN IN MORE THAN 40 EASTERN MASSACHUSETTS COMMUNITIES. THE YMCA OF GREATER BOSTON HAS SERVED AS A LEADER IN THE SOCIAL, EMOTIONAL, AND DEVELOPMENTAL GROWTH OF CHILDREN, FAMILIES AND INDIVIDUALS THROUGHOUT GREATER BOSTON. USING THE CORE VALUES OF CARING, HONESTY, RESPECT AND RESPONSIBILITY AS THE FOUNDATION OF ALL OF OUR PROGRAM DEVELOPMENT, THE YMCA STRIVES TO PROVIDE A HOLISTIC APPROACH IN THE WORK THAT WE DO TO STRENGTHEN THE WHOLE PERSON. THE YMCA OF GREATER BOSTON GIVES YOUNG PEOPLE A PLACE TO COME TO AFTER SCHOOL, FOR SAFE AND PRODUCTIVE ACTIVITIES. AMONG THE HUNDREDS OF PROGRAMS OFFERED BY THE YMCA OF GREATER BOSTON ARE A VARIETY OF YOUTH AND ADULT PROGRAMS SUCH AS EARLY EDUCATION AND AFTER SCHOOL PROGRAMS, SWIMMING, SPORTS LEAGUES, INSTRUCTIONAL CLASSES, TEEN CENTERS, HEALTH AWARENESS, MENTORING, LEADERSHIP TRAINING AND DEVELOPMENT, SERVICE LEARNING, COMPUTER LITERACY AND TRAINING, COLLEGE AND CAREER PREPARATION, DAY CAMPS AND RESIDENCE CAMPS. THE YMCA OF GREATER BOSTON HAS BRANCHES LOCATED IN BOSTON'S FENWAY, DORCHESTER, ROXBURY, CHINATOWN, WEST ROXBURY, BRIGHTON, HYDE PARK, ALLSTON/BRIGHTON, EAST BOSTON AND CHARLESTOWN NEIGHBORHOODS, AS WELL AS IN THE OUTLYING COMMUNITIES OF NEEDHAM, WALTHAM, READING, AND WOBURN. WE ALSO HAVE CAMPING FACILITIES IN MASSACHUSETTS COMMUNITIES INCLUDING BOXFORD, CANTON, AND WESTWOOD; AND 1 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) 882,087 CHILDCARE FINANCIAL SUPPORT (DISCOUNTED FEES) 1,180,205 SUMMER CAMP FINANCIAL SUPPORT (DISCOUNTED FEES) 565,449 BREAKFAST/LUNCH/SNACK FOOD SUBSIDY PAID BY THE Y 142,104 INDIRECT AID BY PROGRAM AREA: HOUSING - ROOM RENTAL DISCOUNTS FOR THE MILITARY 150,521 MEMBERSHIP - ROXBURY 396,255 MEMBERSHIP - HUNTINGTON AVENUE 507,229 MEMBERSHIP - DORCHESTER 286,206 MEMBERSHIP - CONSTITUTION INN 127,514 MEMBERSHIP - MENINO 103,273 MEMBERSHIP - WANG 219,014 MEMBERSHIP - EAST BOSTON 146,935 MEMBERSHIP - WEST ROXBURY 40,031 MEMBERSHIP - EDUCATION AND TRAINING 125,069 GET SUMMER FREE TEEN MEMBERSHIPS 705,502 UNITED WAY FUNDING: FOR U.W. SPECIFIC IMPACT PROGRAM AREAS 510,513 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: 18,000 MILITARY SUPPORT PROGRAMS AT CONSTITUTION INN 5,000 SPRINGFIELD COLLEGE 1,500 VARIOUS DONATIONS 25,074 ADULT EDUCATION AND EMPLOYMENT TRAINING: DOE SITES (FENWAY/MISSION HILL AND WOBURN) 13,912 ---------------- GRAND TOTAL USES OF FUNDS (WHAT THE Y GIVES BACK TO COMMUNITIES) 6,190,393 ================ YMCA of GREATER BOSTON REALTY CORP 316 HUNTINGTON AVENUE BOSTON MA 02215 271029985 LEASING MA 501(C)(3) 11b Y BOSTON true YMCA OF GB HUNTINGTON AVE REALTY CORP 316 HUNTINGTON AVENUE BOSTON MA 02215 383854791 LEASING MA 501(C)(3) 11B Y BOSTON true CHARITABLE REMAINDER TRUST (1) INVESTING MA Y BOSTON TRUST 0.00000 true false false false true false false false false false true false false false false false false true false YMCA OF GB HUNTINGTON AVENUE REALTY CORP D 16663100 NBV YMCA OF GREATER BOSTON REALTY CORPORATION D 6080250 NBV YMCA OF GREATER BOSTON REALTY CORPORATION K 275891 FMV YMCA OF GB HUNTINGTON AVENUE REALTY CORP K 460882 FMV YMCA OF GB HUNTINGTON AVENUE REALTY CORP R 2208782 NBV