2015-11-11T16:38:27-06:00 2014-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2014-01-01 390806314 YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN MILWAUKEE INC YOUN 4142249622 161 W WISCONSIN AVENUE NO 4000 MILWAUKEE WI 53203 JULIE TOLAN PRESIDENT/CEO 4142249622 2015-11-06 1 KIMBERLY ANDERSON CPA P00188889 6086628600 2015-11-06 2014 2016-02-25 16:41:14Z JULIE TOLAN 161 W WISCONSIN AVENUE NO 4000 MILWAUKEE WI 53203 45333452 0 X YMCAMKE.ORG X 1858 WI THE Y IS THE NATION'S LEADING NONPROFIT COMMITTED TO STRENGTHENING COMMUNITIES THROUGH YOUTH 25 24 2331 3373 0 0 3632866 1896607 30496857 26975336 343847 131193 600411 535980 35073981 29539116 219410 643663 0 0 20172939 19537043 0 0 942444 15052584 16419986 35444933 36600692 -370952 -7061576 52284080 46034910 35908157 35004723 16375923 11030187 X THE YMCA OF METROPOLITAN MILWAUKEE IS A VOLUNTEER NON-PROFIT ORGANIZATION THAT STRENGTHENS THE FOUNDATION OF COMMUNITY THROUGH OUR MISSION TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTH SPIRIT, MIND, AND BODY FOR ALL. 0 0 14907853 265709 11135633 YOUTH DEVELOPMENT - THE Y IS COMMITTED TO NURTURING THE POTENTIAL OF EVERY CHILD AND TEEN. WE BELIEVE THAT ALL KIDS DESERVE THE OPPORTUNITY TO DISCOVER WHO THEY ARE AND WHAT THEY CAN ACHIEVE. WE HELP CULTIVATE VALUES, SKILLS, AND RELATIONSHIPS THAT LEAD TO POSITIVE BEHAVIORS, BETTER HEALTH AND EDUCATION ACHIEVEMENTS. PROGRAMS WE SUPPORTED IN 2014 SUCH AS SPONSOR-A-SCHOLAR, BLACK ACHIEVERS, EARLY CHILDHOOD EDUCATION AND DAY/RESIDENT CAMP OFFER A RANGE OF EXPERIENCES THAT ENRICH COGNITIVE, SOCIAL, PHYSICAL, AND EMOTIONAL GROWTH. WE SERVED 34,960 CHILDREN, INFANTS THROUGH TEENS IN 2014. WE BELIEVE THE VALUES AND SKILLS LEARNED EARLY ARE VITAL BUILDING BLOCKS FOR LIFE. BECAUSE OF THE Y, MORE YOUNG PEOPLE IN NEIGHBORHOODS ACROSS THE MILWAUKEE AREA ARE TAKING A GREATER INTEREST IN LEARNING AND MAKING SMARTER LIFE CHOICES. AT THE Y, CHILDREN AND TEENS LEARN VALUES AND POSITIVE BEHAVIORS AND CAN EXPLORE THEIR UNIQUE TALENTS AND INTERESTS, HELPING THEM TO REALIZE THEIR POTENTIAL. THAT MAKES FOR CONFIDENT KIDS TODAY AND CONTRIBUTING, ENGAGED ADULTS TOMORROW. MORE THAN 644 STUDENTS, PRIMARILY FROM MILWAUKEE PUBLIC SCHOOLS, WERE SUPPORTED THROUGH SPONSOR-A-SCHOLAR (SAS) AND BLACK ACHIEVERS PROGRAMS IN 2014. MADE POSSIBLE BY THE SUPPORT OF DEDICATED COMMUNITY VOLUNTEERS AND MENTORS, THE SAS PROGRAM'S HIGH SCHOOL GRADUATION RATE IS 100 PERCENT AND THE POST-SECONDARY EDUCATION ENROLLMENT RATE FOR SAS PARTICIPANTS IS 98 PERCENT. ADDITIONALLY, MORE THAN 51 PERCENT OF SAS STUDENTS COMPLETE POST-SECONDARY EDUCATION. THAT RATE OUTPERFORMS THE NATIONAL AVERAGE BY 40 PERCENT AMONG FIRST GENERATION COLLEGE STUDENTS IN THE SAME SOCIO-ECONOMIC DEMOGRAPHIC. ONE HUNDRED PERCENT OF YMCA BLACK ACHIEVERS PARTICIPANTS GRADUATED FROM HIGH SCHOOL IN 2014 AND ONE HUNDRED PERCENT WENT ON TO A TWO OR FOUR YEAR COLLEGE OR TO ENLIST IN THE ARMED SERVICES. OVERNIGHT CAMPS, CAMP MATAWA AND CAMP MINIKANI, AS WELL AS THE Y DAY CAMPS SERVED APPROXIMATELY 5,472 KIDS IN 2014, PROVIDING A SAFE ENVIRONMENT TO LEARN AND PLAY DURING THE SUMMER MONTHS. OUR OVERNIGHT AND DAY CAMPING PROGRAMS OFFER ADVENTURE AND LEARNING ACTIVITIES THAT PROVIDE CHALLENGING LEARNING ENVIRONMENTS AND PROMOTE SPIRITUAL AWARENESS, MENTAL DEVELOPMENT, PHYSICAL WELL-BEING, SOCIAL GROWTH, AND SELF-RESPECT. OUR CAMPS PROVIDE A REVERENCE FOR NATURE AND RESPECT FOR THE INTER-RELATEDNESS OF ALL LIVING THINGS ON EARTH. IN ADDITION, OUR CAMPS PROVIDE EDUCATION PROGRAMS TO SCHOOL GROUPS, STUDENTS AND THE COMMUNITY WHICH HELP PARTICIPANTS TO LEARN ABOUT OUR ENVIRONMENT AND THE CONNECTION TO OUT ECOSYSTEM. THE ENVIRONMENTAL EDUCATION CLASSES TEACH PEOPLE TO ACTIVELY USE OUR NATURAL SPACES AND HOW TO ADOPT SUSTAINABLE PRACTICES. OUR CAMPS ARE OPEN TO ALL, REGARDLESS OF INCOME AND ADAPTABLE TO CERTAIN SPECIAL NEEDS, TO HELP CHILDREN APPRECIATE DIVERSITY, BECOME COMMUNITY LEADERS AND DEVELOP LIFELONG VALUES. WE PROVIDE MORE THAN $428K IN SCHOLARSHIPS AND SUBSIDIES FOR CHILDREN AND TEENS WHO ATTENDED Y DAY AND OVERNIGHT CAMPS IN 2014. CAMP FLY (FUN LEARNING FOR YOUTH) HELPS ADDRESS SUMMER LEARNING LOSS FOR CHILDREN IN THE CENTRAL CITY. CAMP FLY SERVED CAMPERS FROM LOW-INCOME FAMILIES AT THE NORTHSIDE AND JCY CENTERS. CAMPERS WERE TESTED IN READING AND MATH AT THE BEGINNING AND END OF THE PROGRAM. OF THOSE TESTED, 70% OF CAMPERS WERE ABLE TO SUSTAIN OR IMPROVE THEIR MATH SKILLS AND 73% WERE ABLE TO SUSTAIN OR IMPROVE THEIR READING SKILLS. OUR EARLY LEARNING CENTERS OFFER A VARIETY OF STATE LICENSES FULL-TIME AND PART-TIME PROGRAMS, WHICH PROVIDE A SAFE AND NURTURING ENVIRONMENT WHERE YOUTH CAN DEVELOP SELF-ESTEEM AND LEARN THE FOUR CORE VALUES OF THE Y. OUR EARLY CHILDHOOD EDUCATION AND AFTER-SCHOOL PROGRAMS ARE STAFFED WITH PEOPLE WHO UNDERSTAND THE COGNITIVE, PHYSICAL, AND SOCIAL DEVELOPMENT OF KIDS, THE NEED CHILDREN HAVE TO FEEL CONNECTED AND SUPPORTED IN TRYING NEW THINGS, AND THE REINFORCEMENT PARENTS AND FAMILIES NEED TO HELP EACH OTHER. OUR CENTERS ENABLE PARENTS AND FAMILY MEMBERS TO GO TO WORK KNOWING THEIR CHILDREN ARE IN SAFE, STIMULATING ENVIRONMENTS. FINANCIAL ASSISTANCE IS AVAILABLE FOR THOSE WHO CANNOT AFFORD TO PAY THROUGH THE WISCONSIN SHARES CHILDCARE SUBSIDY PROGRAM FUNDING AND PRIVATE DONATIONS. IN 2014, WE SERVED 2,212 PARTICIPANTS IN OUR EARLY LEARNING CENTERS AND SCHOOL AGE PROGRAMS AND PROVIDED FINANCIAL ASSISTANCE IN THE AMOUNT OF $632K. THE Y IS THE STARTING POINT FOR YOUTHS TO LEARN ABOUT BECOMING AND STAYING ACTIVE AND DEVELOPING HEALTHY HABITS THEY'LL CARRY WITH THEM THROUGHOUT THEIR LIVES. THE BENEFITS ARE FAR GREATER THAN JUST PHYSICAL HEALTH. WHETHER IT'S GAINING THE CONFIDENCE THAT COMES FROM LEARNING TO SWIM OR BUILDING THE POSITIVE RELATIONSHIPS THAT LEAD TO GOOD SPORTSMANSHIP AND TEAMWORK, PARTICIPATING IN SPORTS AT THE Y IS ABOUT BUILDING THE WHOLE CHILD, FROM THE INSIDE OUT. THROUGH OUR PARTNERSHIP WITH THE MIRACLE LEAGUE OF MILWAUKEE, PHYSICALLY AND COGNITIVELY DISABLED KIDS WERE ABLE TO TAKE ADVANTAGE OF THE UNFORGETTABLE OPPORTUNITY TO SWING A BAT, FIELD A BALL, AND BE PART OF A TEAM. DURING ITS THIRD YEAR, MORE THAN 454 PARTICIPANTS, INCLUDING PLAYERS AND THEIR VOLUNTEER HELPERS KNOWN AS "BUDDIES", CAME OUT TO PLAY BALL ON A CUSTOM-DESIGNED, UNIVERSALLY ACCESSIBLE BASEBALL DIAMOND, LOCATED ON MILWAUKEE'S NORTH SIDE. 9948179 377449 15818547 HEALTHY LIVING - AT THE Y, WE KNOW THAT HEALTHY LIFESTYLES ARE ACHIEVED THROUGH NURTURING MIND, BODY AND SPIRIT. WELL-BEING AND FITNESS AT THE Y IS SO MUCH MORE THAN JUST WORKING OUT. BEYOND FITNESS FACILITIES, WE PROVIDE EDUCATIONAL PROGRAMS TO PROMOTE HEALTHIER DECISIONS, AND OFFER A VARIETY OF PROGRAMS THAT SUPPORT PHYSICAL, INTELLECTUAL AND SPIRITUAL STRENGTH. SERVING FAMILIES HAS ALWAYS BEEN AT THE HEART OF THE Y. WE ARE A PLACE WHERE FAMILIES CAN FIND RESPITE FROM SOCIAL, ECONOMIC, AND EDUCATIONAL CHALLENGES, AND LEARN HOW TO OVERCOME THEM. WE HAVE A FUNDAMENTAL DESIRE TO PROVIDE OPPORTUNITIES FOR EVERY FAMILY TO BUILD STRONGER BONDS, ACHIEVE GREATER WORK/LIFE BALANCES, AND BECOME MORE ENGAGED WITH THEIR COMMUNITIES. THROUGH PROGRAMS AND ACTIVITIES LIKE PARENT-CHILD SWIM AND PRESCHOOL CLASSES, HEALTHY KIDS DAY AND FAMILY FUN NIGHTS, FAMILIES GROW CLOSE AND MORE CONNECTED IN A SAFE, NURTURING ENVIRONMENT. OUR HEALTHY LIFESTYLES PROGRAMMING INCLUDES PROGRAMS BEYOND SIMPLY EXERCISE, INCLUDING LIVESTRONG AT THE Y, AN EXERCISE EXPERIENCE FOR CANCER SURVIVORS. OUR MISSION IS TO SUPPORT INDIVIDUALS ON THEIR PATHS TO BUILDING HEALTHY SPIRITS, MINDS, AND BODIES. IN 2014, WE DELIVERED CLASSES (MULTI-SESSION PROGRAMS) TO HELP MEMBERS AND COMMUNITY PARTICIPANTS LEARN STRATEGIES FOR SUCCESSFUL AND SUSTAINED BEHAVIOR CHANGES. TO PROVIDE THE HIGHEST LEVEL OF QUALITY, MOST OF OUR HEALTHY LIFESTYLES PROGRAMS HAVE BEEN DEVELOPED IN COLLABORATION WITH A VARIETY OF LOCAL AND NATIONAL HEALTHCARE, ACADEMIC, AND COMMUNITY PARTNERS. A PARTNERSHIP OF YMCA OF THE USA, CDC, AND UNITEDHEALTH GROUP, THE YMCA'S DIABETES PREVENTION PROGRAM IS A 12-MONTH LIFESTYLE BEHAVIOR INTERVENTION WITH 16 CORE SESSIONS FOLLOWED BY MONTHLY MAINTENANCE SESSIONS DESIGNED ESPECIALLY FOR PEOPLE AT HIGH RISK OF DEVELOPING TYPE 2 DIABETES. THIS EFFECTIVE PROGRAM WILL HELP MANY INDIVIDUALS AVOID OR DELAY THE CONSEQUENCES OF THIS DEVASTATING DISEASE, DHS ESTIMATES THAT IN MILWAUKEE COUNTY, ROUGHLY ONE IN THREE ADULTS (APPROXIMATELY 241,000) HAVE PREDIABETES, MEANING THEY ARE AT GRAVE RISK OF DEVELOPING TYPE 2 DIABETES. STUDIES FIND THAT NEARLY 90 PERCENT OF THOSE WITH PREDIABETES ARE NOT AWARE OF IT AND AS A RESULT ARE NEITHER PREPARED NOR EQUIPPED TO UNDERTAKE STEPS TO PREVENT THE ONSET OF AN IRREVERSIBLE CHRONIC ILLNESS. FITNESS CENTER ACTIVITIES, GROUP EXERCISE, HEALTHY LIFESTYLE PROGRAMMING, AND PERSONAL TRAINING ARE COLLABORATING AND CROSS-PROMOTING IN NEW WAYS TO HELP MEMBERS MEET THEIR GOALS AND DEEPEN THEIR CONNECTION TO THE Y. THE Y PERSONAL TRAINERS GUIDE AND SUPPORT PEOPLE ON THEIR JOURNEY TO A HEALTHIER LIFESTYLE. THE Y, WHEATON FRANCISCAN HEALTHCARE AND THE WALTER SCHROEDER AQUATIC CENTER OPENED THE FIRST EVER YMCA HEALTHY LIFESTYLE VILLAGE IN THE MILWAUKEE AREA ON THE SITE OF THE RITE-HITE FAMILY YMCA IN BROWN DEER IN 2009. THE YMCA HEALTHY LIFESTYLE VILLAGE CONTINUES TO SERVE AS A 'DESTINATION CAMPUS', WHERE PEOPLE CAN LEARN, PLAN, AND TAKE ACTION TO IMPROVE THEIR HEALTH AND QUALITY OF LIFE. SINCE OPENING, THE JOINT CAMPUS HAS BEEN PROVIDING A COMPREHENSIVE SET OF SERVICES FOR HEALTH AND FITNESS, WELLNESS EDUCATION, FAMILY PROGRAMMING, AND SCREENINGS TO Y MEMBERS, WHEATON FRANCISCAN HEALTHCARE PATIENTS, AND THE COMMUNITY AT LARGE. 4884167 505 21156 SOCIAL RESPONSIBILITY - MORE THAN $1.3 MILLION IN MEMBERSHIP AND PROGRAM SCHOLARSHIPS PROVIDED THOUSANDS OF MILWAUKEE AREA CHILDREN AND ADULTS WITH A SAFE, POSITIVE ENVIRONMENT TO HAVE FUN, SPEND QUALITY TIME WITH EACH OTHER, AND LIVE HEALTHIER. THE Y PARTNERED IN 2014 WITH AREA SCHOOLS TO OFFER ITS SPLASH AND Y SWIM SCHOOL PROGRAMS TO TEACH MORE THAN 238 CHILDREN HOW TO SWIM EACH YEAR. Y SWIM SCHOOL AND SPLASH ARE A DIRECT RESPONSE TO THE STAGGERING STATISTIC THAT DROWNING IS THE SECOND LEADING CAUSE OF ACCIDENTAL DEATH FOR CHILDREN BETWEEN THE AGES OF 1-14. TEACHERS REPORT THAT STUDENTS SHOW IMPROVED SCHOOL ATTENDANCE ON SWIM DAYS, BETTER BEHAVIOR IN CLASS AND AN INCREASE IN SELF-CONFIDENCE THANKS TO Y SWIM SCHOOL. STUDENTS PROGRESSED IN THEIR SWIMMING SKILLS AND GAINED A GREATER COMFORT IN THE WATER. THE Y PROVIDES OPPORTUNITIES FOR NEIGHBORS TO UNDERSTAND AND HELP EACH OTHER TOWARD A BETTER FUTURE IN SMALL WAYS AND IN LARGE WAYS THROUGH PROGRAMS LIKE THE COMMUNITY DEVELOPMENT CENTER (CDC). THE GOAL OF THE CDC IS TO TRANSFORM MILWAUKEE NEIGHBORHOODS BY HELPING RESIDENTS BUILD A SENSE OF COMMUNITY. FAMILIES THAT RESIDE IN RIVERWEST, AS WELL AS IN NEIGHBORHOODS SURROUNDING THE NORTHSIDE, PARKLAWN, AND JCY YMCA CENTERS HAVE THE OPPORTUNITY TO PARTICIPATE IN PROGRAMS STAFFED BY COMMUNITY OUTREACH SPECIALISTS. TYPICAL ACTIVITIES INVOLVE DIRECT RESIDENT CONTACT, MANAGING BLOCK CLUBS, NEIGHBORHOOD CLEAN UPS, AND HOSTING MEETINGS AND EVENTS. THE CDC STAFF PROVIDE ADVOCACY AROUND PUBLIC POLICY AS WELL. EACH SITE HOSTED BOTH VOTER REGISTRATION AND SERVED AS A POLLING SITE PROVIDING THE OPPORTUNITY FOR THE COMMUNITY TO PARTICIPATE IN THE ELECTION PROCESS. THE YMCA OF METROPOLITAN MILWAUKEE REACHES ACROSS FOUR COUNTIES (MILWAUKEE, OZAUKEE, WAUKESHA, AND WASHINGTON) AND SERVES AS A COMMUNITY RESOURCE FOR MORE THAN 96,624 CHILDREN, FAMILIES, ADULTS, AND SENIORS. THE GENEROSITY OF OTHERS IS AT THE CORE OF THE Y'S EXISTENCE AS A NONPROFIT. IT IS ONLY THROUGH THE SUPPORT OF OUR THOUSANDS OF VOLUNTEERS AND PUBLIC AND PRIVATE DONORS THAT WE ARE ABLE TO SUPPORT AND GIVE BACK TO THE COMMUNITIES WE ENGAGE. IN 2014, THE Y WAS SUPPORTED BY MORE THAN 3,300 PROGRAM AND POLICY VOLUNTEERS WHO ENABLED THE Y TO DELIVER ON ITS MISSION AND CAUSE TO REACH EVEN FURTHER INTO SURROUNDING COMMUNITIES. VOLUNTEERS SERVE ON OUR BOARDS, PROVIDE SUPPORT TO OUR STAFF, AND PROVIDE DIRECT LEADERSHIP AND GUIDANCE TO THE HUNDREDS OF YOUTH IN OUR PROGRAMS, SUCH AS SPONSOR-A-SCHOLARSHIP AND BLACK ACHIEVERS. THROUGH AFFORDABLE PRICING AND MEMBERSHIP SCHOLARSHIPS, WE ENSURE THAT ALL PEOPLE HAVE ACCESS TO THE Y. IN ADDITION, COMMUNITY SERVICE PROJECTS, SPECIAL EVENTS LIKE HEALTHY KIDS' DAY, NEIGHBORHOOD OUTREACH INITIATIVES, AND CORPORATE WELLNESS PROGRAMS ALLOWED US TO BROADEN THE SCOPE OF OUR MISSION. 29740199 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 1 0 0 1 2 0 1 2331 1 0 0 0 0 0 1 1 0 0 0 0 X 25 24 0 0 0 0 1 1 0 1 1 0 1 1 1 1 0 0 1 1 1 0 0 WI X X TINA SCHMITZ 4142741713 161 W WISCONSIN AVENUE SUITE 4000 MILWAUKEE WI 53203 ROBERT J VENABLE CHAIR 1.00 X X 0 0 0 JEFFREY J LUEKEN VICE CHAIR/TREASURER 1.00 X X 0 0 0 RICHARD L SCHMIDT JR VICE CHAIR 1.00 X X 0 0 0 TINA CHANG SECRETARY 1.00 X X 0 0 0 GAIL A LIONE IMMEDIATE PAST CHAIR 1.00 X 0 0 0 BEVAN K BAKER FACHE MEMBER 1.00 X 0 0 0 JACK M BLANK MEMBER 1.00 X 0 0 0 RICHARD J CANTER VICE CHAIR 1.00 X X 0 0 0 CHRISTOPHER M FRANK MEMBER 1.00 X 0 0 0 JON D HAMMES MEMBER 1.00 X 0 0 0 BRUCE E JACOBS MEMBER 1.00 X 0 0 0 JESSICA S LOCHMANN MEMBER 1.00 X 0 0 0 JOHN W MELLOWES MEMBER 1.00 X 0 0 0 BRUCE A MILLER MEMBER 1.00 X 0 0 0 MARY E PANZER MEMBER 1.00 X 0 0 0 ULICE PAYNE JR MEMBER 1.00 X 0 0 0 JILL G PELISEK MEMBER 1.00 X 0 0 0 AUSTIN M RAMIREZ MEMBER 1.00 X 0 0 0 ANTHONY D ROSS MEMBER 1.00 X 0 0 0 MARK J SABLJAK MEMBER 1.00 X 0 0 0 JOHN F STEINMILLER MEMBER 1.00 X 0 0 0 JOHN J STOLLENWERK MEMBER 1.00 X 0 0 0 GREGORY M WESLEY MEMBER 1.00 X 0 0 0 MARY ANN WRIGHT MEMBER 1.00 X 0 0 0 JULIE A TOLAN PRESIDENT & CEO 40.00 X 293113 0 21473 JACK TAKERIAN SVP - OPERATIONS 40.00 X 142203 0 3190 TAMROYA YOW VP - OPERATIONS 40.00 X 108861 0 24710 SONJA COSTER VP - PROGRAM SERVICES 40.00 X 110228 0 25666 TIMOTHY KOBUSSEN GROUP VP - MARKETING 40.00 X 100460 0 33704 KRISTINE RADEZTSKY FORMER VP - FINANCE 40.00 X 117734 0 29081 JON FLANAGAN FORMER VP - HUMAN RESOURCES 40.00 X 136187 0 3762 1008786 0 141586 7 1 1 0 LEVERSON & METZ SC 225 E MASON STREET SUITE 100 MILWAUKEE WI 53202 BANKRUPTCY LEGAL COUNSEL 407650 ERNST & YOUNG 5 TIMES SQUARE NEW YORK NY 10036 BANKRUPTCY CONSULTING 386867 SILVERMAN CONSULTING 5750 OLD ORCHARD ROAD SUITE 520 SKOKIE IL 60077 FINANCIAL CONSULTING 236881 FUND DEVELOPMENT 8112 W BLUEMOUND ROAD SUITE 201 MILWAUKEE WI 53213 FUNDRAISING ASSESSMENT 203500 HERITAGE EQUITY PARTNERS 16 N WASHINGTON STREET SUITE 102 EASTON MD 21601 FINANCIAL BANKRUPTCY CONSULTING 185079 7 553582 31112 205314 1106599 43280 1896607 PROGRAM & MEMBERSHIP 624100 26279859 26279859 AUXILIARY SERVICES 624100 695477 695477 26975336 162671 162671 450670 0 450670 450670 450670 1461889 14081304 1245121 14329550 216768 -248246 -31478 -31478 224876 31112 200768 24108 24108 52946 18897 34049 34049 MISCELLANEOUS REVENUE 900099 27153 27153 27153 29539116 26975336 0 667173 643663 643663 1150372 92030 655712 402630 14981101 13174582 1569390 237129 914059 742861 155547 15651 2491511 1987013 442785 61713 751669 25452 726182 35 47500 47500 2200591 577943 1472161 150487 1455450 1346343 64776 44331 123126 72025 31933 19168 5539477 5369735 167985 1757 285116 202412 81782 922 1634526 1634526 1958324 1655222 303102 PROGRAM & SUPPLIES EXPE 1683781 1602526 72724 8531 EQUIPMENT RENTAL 652101 560627 91474 0 DUES & SUBSCRIPTIONS 53329 53239 0 90 BANK FEES 34996 34996 36600692 29740199 5918049 942444 3947486 12778680 321778 226499 921928 404986 190790 715108 114214 101286 43175965 19693565 38671408 23482400 7237932 7408895 878544 917056 52284080 46034910 5297014 5314701 779179 479330 25370000 27433734 4461964 1776958 35908157 35004723 X 6856934 1099779 4955164 5352871 4563825 4577537 16375923 11030187 52284080 46034910 X -7061576 1705576 10264 X X 0 1 X 1 0 X 6365691 5836567 4041706 3632866 1896607 21773437 32496137 32147497 31605203 30773030 27253158 154275025 38861828 37984064 35646909 34405896 29149765 176048462 50595 50595 0 50595 50595 175997867 142880 117520 655133 643012 613341 2171886 142880 117520 655133 643012 613341 2171886 13039 27153 40192 39004708 38101584 36302042 35061947 29790259 178260540 0.98730 0.99080 0.01220 0.00920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7747644 204510 267794 384428 7835520 6906170 28022 1114618 301166 7747644 6594305 30539 741265 459939 6906170 6765130 59245 36721 266791 6594305 6507789 55243 632759 430661 6765130 0.58420 0.41580 1 0 6399392 6399392 24136538 9287029 14849509 500000 447917 52083 11787709 9794498 1993211 352326 164121 188205 23482400 ACCRUED RENT - RITE HITE 388018 DEFERRED GAIN ON SALE 1388940 1776958 30689247 1705576 10264 1715840 28973407 565709 565709 29539116 36034983 0 36034983 565709 565709 36600692 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CSV OF LIFE INSURANCE 10,264. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS INCLUDED ON FORM 990, PART IX, LINE 2 530,713. BANK FEES INCLUDED ON FORM 990, PART IX, LINE 24 34,996. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS INCLUDED ON FORM 990, PART IX, LINE 2 530,713. BANK FEES INCLUDED ON FORM 990, PART IX, LINE 24 34,996. MLK EVENT 60870 22287 38583 4500 21357 12726 GOLF EVENT 89734 8825 80909 19430 12098 29485 105384 105384 5649 24778 4231 66515 255988 31112 224876 29579 58233 4231 108726 200769 24107 1 NEED-BASED AIDE FOR PROGRAM/MEMBERSHIP 193 530713 SPONSOR-A-SCHOLAR SCHOLARSHIPS & BLACK ACHIEVERS SCHOLARSHIPS 644 112950 PART I, LINE 2: GRADUATING SPONSOR-A-SCHOLAR STUDENTS ARE ELIGIBLE TO RECEIVE UP TO $5,000 IN COLLEGE EXPENSE FUNDS DURING THEIR POST-SECONDARY EDUCATION. FUNDS ARE DISBURSED EACH SEMESTER BASED ON THE STUDENT MEETING THE FOLLOWING QUALIFICATIONS: ACHIEVING A MINIMUM GRADE POINT AVERAGE OF 2.0 AND FULL-TIME ENROLLMENT. X X X X 0 0 0 0 0 0 0 0 0 JULIE A TOLAN PRESIDENT & CEO 292997 0 0 0 116 0 0 0 21473 0 314586 0 0 0 KRISTINE RADEZTSKY FORMER VP - FINANCE 116980 0 0 0 754 0 13897 0 15184 0 146815 0 0 0 JON FLANAGAN FORMER VP - HUMAN RESOURCES 123641 0 10000 0 2546 0 0 0 3762 0 139949 0 0 0 A REDEVELOPMENT AUTHORITY OF THE CITY OF MILWAUKEE 391186734 2010-01-01 20025000 REFUND PRINCIPAL AMOUNT OF OUTSTANDING BONDS 0 0 0 A 20025000 20025000 2010 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 1 1 BMO HARRIS BANK NA 4.500000000000 0 0 0 0 0 A 1 SCHEDULE K, SUPPLEMENTAL INFORMATION: PART VI TERM OF SWAPS ON 2010 MILWAUKEE REDEVELOPMENT BOND ISSUE: TO MINIMIZE INTEREST RATES, ON JANUARY 21, 2010 THE ASSOCIATION ENTERED INTO THREE FIXED TERM INTEREST RATE SWAP CONTRACTS WITH BMO HARRIS BANK N.A. THE FIRST CONTRACT IS IN THE AMOUNT OF $7,500,000 WITH A FIXED RATE THAT STARTED JANUARY 22, 2010 AND IS SET TO EXPIRE ON JUNE 2, 2014. THE SECOND CONTRACT IS IN THE AMOUNT OF $6,970,000 WITH A FIXED RATE THAT STARTED JANUARY 22, 2010 AND IS SET TO EXPIRE ON MAY 1, 2016. THE THIRD CONTRACT IS IN THE AMOUNT OF $5,555,000 WITH A FIXED RATE THAT STARTED JANUARY 22, 2010 AND IS SET TO EXPIRE MAY 1, 2018. X 16429 FAIR MARKET VALUE X 8 2423 FAIR MARKET VALUE X 5 1150 FAIR MARKET VALUE X MISC SERVICES/GOODS 11 11373 FAIR MARKET VALUE X TICKETS/ADMISSIONS PASSES 31 6186 FAIR MARKET VALUE X SPORT EQUIPMENT 13 4490 FAIR MARKET VALUE X GIFT BASKETS 9 1230 FAIR MARKET VALUE 0 1 0 BUILDINGS (TRI COUNTY, SOUTHWEST, AND WAUWATOSA) 2014-10-15 13152000 APPRAISAL - SALES COMPARISON APPROACH 455119441 YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER WAUKESHA COUNTY INC 320 EAST BROADWAY WAUKESHA WI 53186 501(C)(3) EQUIPMENT (TRI COUNTY, SOUTHWEST, AND WAUWATOSA) 2014-10-15 1695000 APPRAISAL - SALES COMPARISON APPROACH 455119441 YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER WAUKESHA COUNTY INC 320 EAST BROADWAY WAUKESHA WI 53186 501(C)(3) LAND (TRI COUNTY, SOUTHWEST, AND WAUWATOSA) 2014-10-15 2364000 APPRAISAL - SALES COMPARISON APPROACH 455119441 YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER WAUKESHA COUNTY INC 320 EAST BROADWAY WAUKESHA WI 53186 501(C)(3) LAND IMPROVEMENTS (TRI COUNTY, SOUTHWEST, AND WAUWATOSA) 2014-10-15 539000 APPRAISAL - SALES COMPARISON APPROACH 455119441 YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER WAUKESHA COUNTY INC 320 EAST BROADWAY WAUKESHA WI 53186 501(C)(3) BUILDING - FEITH 2014-10-15 1685000 SALES PRICE 391175559 KETTLE MORAINE YMCA INC YOUNG MENS CHRISTIAN ASSOCIATION 1111 W WASHINGTON ST WEST BEND WI 53095 501(C)(3) EQUIPMENT - FEITH 2014-10-15 82000 SALES PRICE 391175559 KETTLE MORAINE YMCA INC YOUNG MENS CHRISTIAN ASSOCIATION 1111 W WASHINGTON ST WEST BEND WI 53095 501(C)(3) LAND - FEITH 2014-10-15 132000 SALES PRICE 391175559 KETTLE MORAINE YMCA INC YOUNG MENS CHRISTIAN ASSOCIATION 1111 W WASHINGTON ST WEST BEND WI 53095 501(C)(3) LAND IMPROVEMENTS - FEITH 2014-10-15 11000 SALES PRICE 391175559 KETTLE MORAINE YMCA INC YOUNG MENS CHRISTIAN ASSOCIATION 1111 W WASHINGTON ST WEST BEND WI 53095 501(C)(3) BUILDING - NORTH SIDE 2014-07-03 4846000 SALES PRICE 391881295 M C PREPARATORY SCHOOL OF WISCONSIN INC 2449 N 36TH STREET MILWAUKEE WI 53210 501(C)(3) EQUIPMENT - NORTH SIDE 2014-07-03 252000 SALES PRICE 391881295 M C PREPARATORY SCHOOL OF WISCONSIN INC 2449 N 36TH STREET MILWAUKEE WI 53210 501(C)(3) LAND IMPROVEMENTS - NORTH SIDE 2014-07-03 13000 SALES PRICE 391881295 M C PREPARATORY SCHOOL OF WISCONSIN INC 2449 N 36TH STREET MILWAUKEE WI 53210 501(C)(3) 0 0 0 0 FORM 990, PART 1, LINE 1: DEVELOPMENT, HEALTHY LIVING, AND SOCIAL RESPONSIBILITY. THE YMCA OF METROPOLITAN MILWAUKEE IS AN INCLUSIVE ORGANIZATION OF MEN, WOMEN, AND CHILDREN JOINED TOGETHER BY SHARED COMMITTMENT TO NURTURING THE POTENIAL OF KIDS, PROMOTING HEALTY LIVING AND FORSTERING A SENSE OF SOCIAL RESPONSIBILITY. WE KNOW THAT LASTING PERSONAL AND SOCIAL CHANGE COMES ABOUT WHEN WE ALL WORK TOGETHER. EVERY DAY, WE WORK SIDE BY SIDE WITH OUT NEIGHBORS TO MAKE SURE THAT EVERYONE, REGARDLESS OF AGE, INCOME, OR BACKGROUND, HAS THE OPPORTUNITY TO LEARN, GROW, AND THRIVE. THROUGH OUR MISSION TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND, AND BODY FOR ALL, WE STRIVE TO ENHANCE THE LIVES OF CHILDREN, FAMILIES, AND INDIVIDUALS IN OUR COMMUNITIES, REGARDLESS OF RACE, CREED, AGE, ECONOMIC CIRCUMSTANCES, PHYSICAL OR MENTAL ABILITIES. THE YMCA OF METROPOLITAN MILWAUKEE HAS SERVED THE GREATER MILWAUKEE AREA FOR MORE THAN 150 YEARS. IN 2014, MORE THAN 96,624 CHILDREN AND ADULTS BENEFITTED FROM OUR PROGRAMS AND SERVICES. GUIDED BY A COMMITMENT TO SERVING ALL WHO WISH TO PARTICIPATE, THE Y PROVIDES ASSISTANCE VIA SUBSIDIES AND SCHOLARSHIPS TO THOUSANDS OF PEOPLE EACH YEAR. THE Y PROVIDED MORE THAN $1.1 MILLION IN PROGRAM SUBSIDY BENEFITS AND MORE THAN $1.3 MILLION IN MEMBERSHIP AND PROGRAM SCHOLARSHIPS IN 2014. THE Y'S ANNUAL CAMPAIGN AND FUND RAISING EVENTS RAISE MONEY TO HELP US OFFSET MEMBERSHIP AND PROGRAM FEES FOR PEOPLE WHO COULD NOT OTHERWISE AFFORD TO PARTICIPATE. WITH APPRECIATION FOR THE DIVERSITY OF OUR COMMUNITIES, THE Y ENDEAVORS TO PROVIDE THE RESOURCES, PROGRAMS, ACTIVITIES, AND FACILITIES TO MEET THE NEEDS OF PEOPLE THROUGHOUT THE VARIED NEIGHBORHOODS WE SERVE. MEMBERSHIP ALSO BRINGS ABOUT MEANINGFUL CHANGE IN THE COMMUNITY. MEMBERS, PARTICIPANTS, STAFF, AND VOLUNTEERS SUPPORT EACH OTHER, GIVE BACK, AND BUILD RELATIONSHIPS THAT FURTHER A SENSE OF BELONGING AND PURPOSE. ADDITIONALLY, MEMBERSHIP DUES COVER A PORTION OF THE COST OF MANY OF OUR PROGRAMS AND SERVICES, ALLOWING US TO KEEP OUR PROGRAM COSTS LOW AND ACCESSIBLE TO ALL. THE Y IS FOR EVERYONE. OUR PROGRAMS, SERVICES, AND INITIATIVES ENABLE KIDS TO REALIZE THEIR POTENTIAL, PREPARE TEENS FOR COLLEGE, OFFER WAYS TO EMBRACE NEWCOMERS AND HELP FOSTER A COMMUNITY-WIDE SERVICE ETHIC. WE BELIEVE A STRONG COMMUNITY CAN ONLY BE ACHIEVED WHEN WE INVEST IN OUR KIDS, OUR HEALTH, AND OUR NEIGHBORS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A OUR ORGANIZATION IS A PUBLIC CHARITY OPEN TO ALL WITHOUT REGARD TO ABILITY TO PAY. MEMBERS OF THE CORPORATION HAVE THE RIGHT TO ELECT MEMBERS OF THE BOARD BUT DO NOT RECIEVE ANY DISTRIBUTIONS OF INCOME OR ASSETS FROM THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD REVIEWS THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 15A IN 2013 AS PART OF RECRUITING THE CURRENT CEO, THE BOARD ASKED STAFF TO BENCHMARK ALL EXECUTIVE COMPENSATION AMONG LARGEST NON-PROFIT ORGANIZATIONS IN THE REGION AND COMPARABLY SIZED YMCA'S IN THE MIDWEST. THE FINDING AT THAT TIME WAS THAT THE CEO SALARY IN PARTICULAR WAS BELOW INDUSTRY AVERAGE REGIONALLY. THE MOST RECENT COMPREHENSIVE REPORT PRODUCED BY QTI WAS 2012, WHICH FOUND THE CEO AND SEVERAL OTHER EXECUTIVE TEAM MEMBERS TO BE BELOW TARGETS AS WELL. DURING THE RECENT RESTRUCTURING, TITLES AND COMPENSATION WERE ADJUSTED GENERALLY DOWNWARD FOR SEVERAL MEMBERS OF THE EXECUTIVE TEAM (SVP'S OF PHILANTHROPY & HR BECAME VP'S AND SALARIES WERE SUBSTANTIALLY REDUCED; SVP OF OPERATIONS AND CFO/VP OF FINANCE HAVE REDUCED BASE SALARIES FROM THEIR PREDECESSOR'S BASES IN 2012-13 PRIOR TO THE RESTRUCTURING). CEO COMPENSATION HAS REMAINED FLAT FOR TWO YEARS. THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS AND APPROVES EXECUTIVE COMPENSATION ON AN ANNUAL BASIS AS PART OF THE BUDGET PLANNING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE YMCA'S 990, AUDITED FINANCIAL STATEMENTS, ANNUAL REPORT, AND CORPORATE BYLAWS ARE AVAILABLE VIA OUR PUBLIC WEBSITE. ADDITIONAL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CASH SURRENDER VALUE OF LIFE INSURANCE - PERM RESTRICTED 10,264. FORM 990, PART XI, LINE 2C: THE ORGANIZATION'S OVERSIGHT AND SELECTION PROCESSES HAVE NOT CHANGED FROM PRIOR YEARS. YMCA YOUTH LEADERSHIP ACADEMY INC 161 W WISCONSIN AVE 4000 MILWAUKEE WI 53202 392043466 CHARTER SCHOOL WI 501(C)(3) LINE 2 YMCA OF METROPOLITAN MILWAUKEE INC 1 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 1 1 1 YMCA YOUTH LEADERSHIP ACADEMY E YMCA YOUTH LEADERSHIP ACADEMY J 250494 FAIR MARKET VALUE YMCA YOUTH LEADERSHIP ACADEMY L 10000 FAIR MARKET VALUE YMCA YOUTH LEADERSHIP ACADEMY Q YMCA YOUTH LEADERSHIP ACADEMY R YMCA YOUTH LEADERSHIP ACADEMY S