2015-09-04T14:00:13-05:00 2014-12-31 990 2014-01-01 561045299 YMCA of Greater Charlotte YMCA 7047166200 400 E Morehead Street Charlotte NC 282022606 DAVID W DOVE CFO 2015-09-04 2014 2016-02-25 16:41:14Z ANDY C CALHOUN 400 E Morehead Street Charlotte NC 282022606 81962584 false X WWW.YMCACHARLOTTE.ORG X 1874 NC PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT,MIND AND BODY FOR ALL. 25 25 5171 12000 90056 0 12749988 12345895 66734745 67972723 358633 82992 2905504 111752 82748870 80513362 0 0 0 0 39369228 41618606 0 0 1986506 36157112 36649162 75526340 78267768 7222530 2245594 172628066 173207824 50068288 48723327 122559778 124484497 THE YMCA OF GREATER CHARLOTTE IS DEDICATED TO PUTTING CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. THE YMCA'S HOLOSTIC APPROACH TO WELLNESS IS DESIGNED TO STRENGTHEN KIDS, FAMILIES AND COMMUNITIES AND TO EMPHASIZE THE CHARACTER VALUES OF HONESTY, CARING, RESPONSIBILITY, RESPECT AND FAITH. THE YMCA'S FOCUS IS ON HEALTHY LIVING, YOUTH DEVELOPMENT AND SOCIAL RESPONSIBILITY. IN 2014, THE YMCA OF GREATER CHARLOTTE SERVED MORE THAN 290,000 PEOPLE . THERE ARE 19 LOCATIONS AND 2 RESIDENT CAMPS COVERING A 900 SQUARE MILE FOOTPRINT. false false 35652045 29850478 HEALTHY LIVING: THE YMCA OF GREATER CHARLOTTE IS DEDICATED TO PUTTING CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. THE YMCA'S APPROACH FOCUSES ON HEALTHY LIVING, YOUTH DEVELOPMENT AND SOCIAL RESPONSIBILITY, AND EMPHASIZES THE CHARACTER VALUES OF HONESTY, CARING, RESPONSIBILITY, RESPECT AND FAITH. PROGRAMS AND SERVICES WHICH STRENGTHEN THE OVERALL WELL-BEING OF INDIVIDUALS AND FAMILIES INCLUDE PRAYER BREAKFASTS, ADULT AND CHILDREN LITERACY PROGRAMS, WELLNESS SCREENINGS, NUTRITION COUNSELING, GROUP EXERCISE, CARDIOVASCULAR AND STRENGTH FITNESS CENTERS, YOUTH SPORTS (INCLUDING BASKETBALL, T-BALL, SOCCER AND GYMNASTICS) AND ADULT SPORTS. THROUGH A RELATIONSHIP WITH A LOCAL HOSPITAL, REGISTERED NURSES ARE POSITIONED INSIDE NUMEROUS YMCA BRANCHES. THESE NURSES RECEIVED OVER 38,600 VISITS IN 2014. THE YMCA ALSO OFFERS AN EXTENSIVE AQUATICS PROGRAM AND PROVIDES LESSONS FOR INDIVIDUALS OF ALL AGES, ABILITY LEVELS AND INTERESTS. OVER 450 ymca SUMMER LIFEGUARDS LOGGED 5100 HOURS OF TRAINING AND EXECUTED MORE THAN 1000 SAFETY DRILLS. OUR POOLS/WATERFRONTS RECORDED 20,765 HOURS OF OPERATION AND OVER 350,000 VISITS DURING THE SUMMER. THE ASSOCIATION HAS AN ADAPTIVE SPORTS PROGRAM FOR INDIVIDUALS WITH DISABILITIES, A CAMP FOR CHILDREN WITH AUTISM AND MIRACLE LEAGUE BASEBALL WHICH SERVED 138 CHILDREN WITH PHYSICAL AND COGNITIVE DISABILITIES ON A FIELD WHICH IS COMPLETELY WHEELCHAIR ACCESSIBLE. ADDITIONALLY, BEYOND LIMITS IS A PROGRAM THAT PROVIDES SPECIALIZED TRAINING THAT HELPS PARTICIPANTS REGAIN PHYSICAL ABILITIES WHICH THEY MAY HAVE LOST DUE TO STROKE, ACCIDENT OR OTHER UNFORESEEN INCIDENTS. IN ADDITION TO OFFERING PROGRAMS, THE YMCA OF GREATER CHARLTOTTE ENCOURAGES INVOLVEMENT BY VOLUNTEERS. SUPPLEMENTING ITS STAFF ARE ALMOST 12,000 POLICY-MAKING AND PROGRAM VOLUNTEERS. THESE VOLUNTEERS SERVE ON BOARDS, WORK ON COMMITTEES, TEACH ADULTS TO READ AND WRITE, HELP YOUTH IMPROVE THEIR READING AND WRITING SKILLS, COACH YOUTH SPORTS LEAGUES, WORK WITH SENIORS TO IMPROVE THEIR QUALITY OF LIFE AND PERFORM A MULTITUDE OF OTHER MEANINGFUL ACTIVITIES. ALL PROGRAMS AND MEMBERSHIPS ARE EQUALLY AVAILABLE TO ALL AGES, ABILITIES, INCOMES, RACES AND RELIGIONS. MANY PARTICIPANTS RECEIVE MEMBERSHIP AND/OR PROGRAM FINANCIAL ASSISTANCE THROUGH THE ASSOCIATIONS' FINANCIAL ASSISTANCE RATE STRUCTURE PROGRAM, MY Y PRICING. THE AVAILABILITY OF FINANCIAL ASSISTANCE PROVIDES EVERYONE REGARDLESS OF ABILITY TO PAY -- THE OPPORTUNITY TO PARTICIPATE IN YMCA MEMBERSHIP AND PROGRAMS THAT ENCOURAGE GROWTH AS INDIVIDUALS, FAMILY MEMBERS AND COMMUNITY LEADERS. IN 2014, $11.1 MILLION OF ASSISTANCE WAS PROVIDED THROUGH THIS SOCIALLY RESPONSIBLE PROGRAM. 22186074 18829466 FAMILY LIFE PROGRAMS: FAMILY LIFE PROGRAMS ARE DESIGNED TO STRENGTHEN FAMILIES AND DEVELOP YOUTH. THESE PROGRAMS PROVIDE CHILDREN AND THEIR PARENTS WITH ACTIVITIES, INCLUDING VOLUNTEER OPPORTUNITIES, WHICH FOSTER UNDERSTANDING, COMPANIONSHIP AND FAMILY GROWTH. ACTIVITIES ARE ALSO PROVIDED TO BRING GROUPS OF YOUTH AND TEENS, PARENTS AND FAMILIES TOGETHER TO LEARN FROM AND SUPPORT EACH OTHER. ONE OF THE YMCA OF GREATER CHARLOTTE'S FAMILY PROGRAMS IS Y GUIDES BRAVES AND PRINCESSES. THIS IS AN ORGANIZED PROGRAM THAT FACILITATES QUALITY TIME BETWEEN FATHERS AND THEIR CHILDREN. ACTIVITIES INCLUDE REGULAR MEETINGS, HIKING, CAMPING, OUTINGS, COOKOUTS AND FATHER/DAUGHTER DATE NIGHTS. ANOTHER SIGNATURE PROGRAM OF THE YMCA OF GREATER CHARLOTTE IS Y READERS. Y READERS IS A LITERACY PROGRAM FOR ACADEMICALLY AT-RISK CHILDREN. THE PROGRAM BUILDS IMPORTANT READING AND WRITING SKILLS AMONG CHILDREN WHO ARE AT-RISK OF ACADEMIC UNDERACHIEVEMENT. THE NATIONALLY RECOGNIZED PROGRAM SERVED 527 CHILDREN. Y READERS HAS BEEN CHOSEN BY Y-USA AS ITS SIGNATURE PROGRAM FOR SUMMER LEARNING LOSS. IN ADDITION TO PROVIDING FINANCIAL ASSISTANCE TO SUPPORT THE COMMUNITY'S WORKING PARENTS AND YOUTH DEVELOPMENT, THE YMCA OFFERS AFFORDABLE AFTER-SCHOOL CARE IN A SAFE, STRUCTURED ENVIRONMENT. THIS RECREATION- BASED PROGRAM ALSO PROVIDES HOMEWORK ASSISTANCE AND FOCUSES ON THE DEVELOPMENT OF A CHILD'S CHARACTER. THE YMCA OF GREATER CHARLOTTE PROVIDES AFTER-SCHOOL CARE AT ITS BRANCHES AND OTHER FACILITIES, INCLUDING MANY IN UNDER-RESOURCED NEIGHBORHOODS. THE YMCA OF GREATER CHARLOTTE ALSO EMPLOYS SOCIAL WORKERS, FAMILY ADVOCATES AND A REGISTERED NURSE WHO PROVIDE INTENSIVE SUPPORT TO FAMILIES WITH CHILDREN WHO ARE IN CRISIS. THE PARENTS AS TEACHERS PROGRAM HELPS THE FAMILIES MOVE FROM DEPENDENCY TO SELF-SUFFICIENCY THROUGH IN-HOME VISITS AND GROUP MEETINGS. IN 2014, 154 FAMILIES WERE SERVED BY THIS PROGRAM. Y ACHIEVERS IS A PROGRAM THAT HELPED 238 TEENS TO DISCOVER THEIR TRUE POTENTIAL. THE PROGRAM MOTIVATES PARTICIPANTS TO RAISE ACADEMIC STANDARDS, DEVELOP A SENSE OF SELF AND EXPLORE DIVERSE CAREER AND COLLEGE OPTIONS. STUDENTS PARTICIPATE IN JOB SHADOWING OPPORTUNITIES AND INTERNSHIPS IN ADDITION TO MONTHLY LEARNING OPPORTUNITIES. THE YMCA OFFERS SPECIFIC PROGRAMS FOR YOUTH AND TEENS SUCH AS LEADERSHIP DEVELOPMENT AND COUNSELORS-IN- TRAINING. THESE PROGRAMS HELP YOUNG PEOPLE DEVELOP SELF- ESTEEM AND POSITIVE VALUES WHILE ASSISTING THEM AS THEY CONTINUE TO MATURE AS RESPONSIBLE MEMBERS OF THEIR FAMILIES AND COMMUNITY. ADDITIONALLY, THE GETTING AHEAD PROGRAM SERVED 32 INDIVIDUALS WHO WERE MOTIVATED TO BUILD A BETTER FUTURE FOR THEMSELVES AND THEIR FAMILIES. FACILITATOR LED SESSIONS EXAMINE THE IMPACT OF POVERTY ON THE INDIVIDUALS AND THEIR COMMUNITIES AND SHORT TERM GOAL PLANS ARE DEVELOPED TO START THEM ON A PATH OF SELF SUFFICIENCY. CONSISTENT WITH THE ASSOCIATION'S MISSION, FINANCIAL ASSISTANCE THROUGH THE MY Y PRICING RATE STRUCTURE IS AVAILABLE FOR FAMILY LIFE PROGRAMS. 13284301 20287958 CAMPING/OUTDOOR: THE YMCA OF GREATER CHARLOTTE OFFERS DAY CAMP, RESIDENT CAMP AND OVERNIGHT ENVIRONMENTAL EDUCATION PROGRAMS FOR YOUTH DEVELOPMENT. EACH PROMOTES SPIRITUAL AWARENESS, MENTAL DEVELOPMENT, SOCIAL DEVELOPMENT AND PHYSICAL WELL-BEING AND EMPHASIZES THE CHARACTER VALUES OF HONESTY, CARING, RESPONSIBILITY, RESPECT AND FAITH. ALL DAY CAMPS ADHERE TO THE HIGHEST STANDARDS IN ALL AREAS INCLUDING ADMINISTRATION, PROGRAM ACTIVITIES, TRANSPORTATION, FACILITIES AND STAFFING (CHILD-TO- COUNSELOR RATIOS). DAY CAMP ACTIVITIES INCLUDE, BUT ARE NOT LIMITED TO, STORYTELLING, DEVOTIONS, SKITS, ARTS AND CRAFTS, SWIMMING, GAMES, MUSIC, BASEBALL, SOCCER, CHEERLEADING, GYMNASTICS AND COMPUTER TRAINING. IN 2014, ASSOCIATION DAY CAMPS SERVED 10,650 CAMPERS. RESIDENT CAMP, WHICH FOLLOWS ACA ACCREDITATION GUIDELINES, IS ONE OF THE MOST FORMATIVE EXPERIENCES IN A YOUNG PERSONS' LIFE. IN ADDITION TO BUILDING UPON THE YMCA'S CHARACTER VALUES, CAMPERS DEVELOP SELF-RELIANCE, GOOD SPORTSMANSHIP, INTERPERSONAL SKILLS, CHARACTER AND CONFIDENCE. IN 2014, OUR RESIDENT CAMPS SERVED 3,472 CAMPERS. IN 2014, THE YMCA'S ENVIRONMENTAL EDUCATION CENTER INTRODUCED MORE THAN 12,970 PARTICIPANTS TO AN ECOLOGICAL APPROACH TO EDUCATION, SOCIALIZATION AND LIFE. A UNIQUE EXPERIENCE, THIS PROGRAM FOSTERS A PRACTICAL UNDERSTANDING AND APPRECIATION OF NATURE AND ENCOURAGES RELATIONSHIP BUILDING BETWEEN STUDENTS. ALL PROGRAMS ARE AVAILABLE TO ALL YOUTH REGARDLESS OF AGE, ABILITY, INCOME, RACE AND RELIGION. AS IN OTHER YMCA OF GREATER CHARLOTTE PROGRAMS, FINANCIAL ASSISTANCE IS AVAILABLE THROUGH THE MY Y PRICING RATE STRUCTURE. 71122420 true true false false false false false false true true true false false true true true false false false false false false false true false false false false true true false false false false false false false false false false true false false false false true false false false true 104 0 5171 true true true false false false false true true false false false false true false X 25 25 false false false false false false false true true false true true true true true true true true true true false NC X X DAVID W DOVE 7047166288 400 EAST MOREHEAD STREET CHARLOTTE NC 282022606 KENDALL ALLEY DIRECTOR 1.00 X 0 0 0 JOHN BELK DIRECTOR 1.00 X 0 0 0 GEORGE DEWEY IV DIRECTOR 1.00 X 0 0 0 THERESA DREW DIRECTOR 1.00 X 0 0 0 GEORGE EDMISTON JR DIRECTOR 1.00 X 0 0 0 MALCOLM EVERETT III DIRECTOR 1.00 X 0 0 0 KENSTON GRIFFIN DIRECTOR 1.00 X 0 0 0 ROBERT GRIFFIN DIRECTOR 1.00 X 0 0 0 THOMAS HALL DIRECTOR 1.00 X 0 0 0 BRIDGET-ANNE HAMPDEN DIRECTOR 1.00 X 0 0 0 JAMES HARRIS DIRECTOR 1.00 X 0 0 0 BARNES HAUPTFUHRER DIRECTOR 1.00 X 0 0 0 KEVIN HILL DIRECTOR 1.00 X 0 0 0 CORY HOHNBAUM DIRECTOR 1.00 X 0 0 0 NATHANIEL HYDE DIRECTOR 1.00 X 0 0 0 INDIA KEITH DIRECTOR 1.00 X 0 0 0 PETE LASH DIRECTOR 1.00 X 0 0 0 RODNEY MONROE DIRECTOR 1.00 X 0 0 0 BAILEY PATRICK DIRECTOR 1.00 X 0 0 0 JOSEPH PIEMONT DIRECTOR 1.00 X 0 0 0 LAT PURSER DIRECTOR 1.00 X 0 0 0 DON SHERRILL DIRECTOR 1.00 X 0 0 0 WILLIAM SOUTHERLAND DIRECTOR 1.00 X 0 0 0 ANNE VULCANO DIRECTOR 1.00 X 0 0 0 JOHN WOODS DIRECTOR 1.00 X 0 0 0 ANDREW CALHOUN CEO/PRESIDENT 40.00 X 413552 0 50655 CARL L LOMAX SR. VP - COO 40.00 X 250456 0 48767 DAVID W DOVE SR. VP - CFO 40.00 X 245253 0 41309 DEAN JONES SR. VP - FINANCIAL DEVELOPMENT 40.00 X 207861 0 41693 MICHAEL DEVAUL SR. VP - ORGANIZATIONAL ADVANCEMENT 40.00 X 173627 0 38553 MELANIE THOMPSON-CONNOR SR. VP - HR & TALENT MANAGEMENT 40.00 X 134303 0 30119 JANET KAFKAS SR VP - YEXP & STRATEGIC PLANNING 40.00 X 111051 0 15363 CONSTANCE KENDRICK SR. VP - YEXP & STRATEGIC PLANNING 40.00 X 62172 0 10731 CHARMAINE GUDGEON COMMUNITY VICE PRESIDENT 40.00 X 152881 0 25736 SCOTT CHAGNON COMMUNITY VICE PRESIDENT 40.00 X 145253 0 34640 DONNA BIGHAM VP - ACCOUNTING & FINANCE 40.00 X 141285 0 21534 CHARLES BART LANDESS VP - MAJOR AND PLANNED GIFTS 40.00 X 140624 0 31957 STEVE BOWERS COMMUNITY VICE PRESIDENT 40.00 X 139452 0 34528 2317770 0 425585 16 false true true THE JOHNSON GROUP PO BOX 35207 CHARLOTTE NC 28235 FACILITY SVC & MATERIALS 1763038 ARAMARK PO BOX 906023 CHARLOTTE NC 28290 FOOD SERVICE 1187390 EDIFICE INC PO BOX 36349 CHARLOTTE NC 28208 CONSTRUCTION SERVICES 938911 THERMAL CONDITIONING PO BOX 410164 CHARLOTTE NC 28241 HVAC SERVICES 755950 JULES & ASSOCIATES INC 515 S FIGUEROA STREET LOS ANGELES CA 90071 LEASING SERVICES 691895 25 X 577315 1966736 0 507953 9293891 166471 12345895 Membership Revenue 813410 43166823 43166823 Resident Camp Revenue 813410 4752378 4752378 Day Camp Revenue 813410 4306547 4306547 Childcare Revenue -- School Age 813410 2947643 2947643 Childcare Revenue -- Infant/Toddler/Preschool 813410 1586331 1586331 11213001 11213001 0 0 67972723 308255 308255 0 0 54430 279693 0 -225263 -225263 -225263 157907 1966736 846182 -688275 -688275 412035 323347 88688 88688 NET SA/SIA/TRUST/ENDOW 813410 -379338 -379338 FACILITY RENTAL 813410 641205 641205 MISCELLANEOUS 813410 449472 90056 359416 0 0 0 0 711339 80513362 67972723 90056 104688 0 0 0 0 1928487 1670220 258267 32535282 30645308 866869 1023105 1976623 1872481 0 104142 2307691 2174364 0 133327 2870523 2579278 210345 80900 76465 76465 56400 56400 0 0 3955643 2872238 1057199 26206 1058088 984180 51880 22028 4235418 4064736 108963 61719 596610 499142 38834 58634 10605702 10375905 193389 36408 1178396 962148 192907 23341 765644 419171 264114 82359 1636082 1635573 509 0 7185555 7108792 71790 4973 1096462 1072705 19993 3764 REPAIRS, MAINT. & EQ. 3299765 3223225 66170 10370 DUES AND MEMBERSHIPS 513523 437263 70522 5738 OTHER 389409 195911 142273 51225 0 0 0 0 78267768 71122420 5158842 1986506 9661546 11404840 6004300 6031070 7110598 7942626 661985 712418 680853 1485323 218758653 90710530 130745296 128048123 77534 26455 17685954 17556969 0 0 0 172628066 173207824 3878216 2903124 2461535 2741028 37230000 35615000 0 0 0 0 6498537 7464175 50068288 48723327 88366865 87604836 16902436 19854100 17290477 17025561 122559778 124484497 172628066 173207824 2245594 -320875 0 X false true X true false X 10465083 7939985 11519701 12891978 12503802 55320549 10465083 7939985 11519701 12891978 12503802 55320549 3726584 51593965 186234 208199 193159 226709 226734 1041035 8218 16168 0 24386 214739 178857 219279 85499 95498 793872 57179842 316836412 0.9023 0.9548 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 214739.0, COLUMN B - 178857.0, COLUMN C - 219279.0, COLUMN D - 85499.0, COLUMN E - 95498.0, COLUMN F - 793872.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13228446 130806 478240 0 634362 97476 13105654 11587874 112299 1887617 264303 95041 13228446 10245941 168221 1346133 86277 86144 11587874 10445008 322862 -352802 87138 81989 10245941 8907790 495052 1202373 84904 75303 10445008 0.68 0.32 true false 0 18167968 18167968 0 128335550 46049478 82286072 0 5701832 1741607 3960225 0 33210011 27210023 5999988 0 33343292 15709422 17633870 128048123 ENDOWMENTS 13105654 F BENEFICIAL INTEREST IN PERPETUAL TRUSTS 4411681 F BENEFICIAL INTEREST IN SPLIT INTEREST AGREEMENT 39634 F 17556969 INTEREST RATE SWAP AGREEMENTS 5438237 OTHER 2025938 7464175 X 81362016 -320875 1169529 848654 80513362 0 0 80513362 79437297 1169529 1169529 78267768 0 0 78267768 Schedule D, Part XI, Line 2(d) AND PART XII; LINE 2D SCHEDULE D SUPPLEMENTAL INFORMATION: CERTAIN EXPENSES ARE DEDUCTED FROM REVENUE IN PART VIII, LINE 8B ($846,182) AND LINE 10B ($323,347) AS PER FORM 990 INSTRUCTIONS, BUT THESE EXPENSES ARE NOT NETTED AGAINST REVENUE FOR AUDITED FINANCIAL STATEMENT PURPOSES. Schedule D, Part V, Line 4 Intended uses of endowment funds THE YMCA OF GREATER CHARLOTTE'S ENDOWMENT FUNDS ARE USED TO HELP SATISFY THE ONGOING NEEDS OF ITS MISSION. THIS MISSION IS TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. THE YMCA OF GREATER CHARLOTTE'S PROGRAMS ARE DESCRIBED IN MORE DETAIL IN PART III. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE YMCA AND ITS SUBSIDIARY, CAMP THUNDERBIRD, ARE NOT-FOR-PROFIT ORGANIZATIONS THAT ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ADDITIONALLY, THEY ARE NOT PRIVATE FOUNDATIONS PURSUANT TO INTERNAL REVENUE CODE SECTION 509(A)(l). THE YMCA DOES NOT BELIEVE THAT THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND ACCORDINGLY, IT WILL NOT RECOGNIZE ANY ASSET OR LIABILITY FOR UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 OTHER - 1169529 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 OTHER - 1169529 SISKEY AUCTION 257363 229381 27982 10000 17982 1600 38988 MC MLK BREAKFAST 182302 138403 43899 11000 32899 28439 0 45 1684978 1598952 86026 61559 117757 25547 115684 384727 2124643 1966736 157907 61559 138757 76428 145723 423715 846182 -688275 X true true X X X X false false false false false false false false false ANDREW CALHOUN CEO/PRESIDENT 334833 0 60000 0 18719 0 31245 0 19410 0 464207 0 0 0 CARL L LOMAX SR. VP - COO 210987 0 35006 0 4463 0 31139 0 17628 0 299223 0 0 0 DAVID W DOVE SR. VP - CFO 223297 0 20276 0 1680 0 30747 0 10562 0 286562 0 0 0 DEAN JONES SR. VP - FINANCIAL DEVELOPMENT 191845 0 13799 0 2217 0 25989 0 15704 0 249554 0 0 0 MICHAEL DEVAUL SR. VP - ORGANIZATIONAL ADVANCEMENT 151690 0 20387 0 1550 0 21920 0 16633 0 212180 0 0 0 MELANIE THOMPSON-CONNOR SR. VP - HR & TALENT MANAGEMENT 134093 0 0 0 210 0 17398 0 12721 0 164422 0 0 0 CHARMAINE GUDGEON COMMUNITY VICE PRESIDENT 151633 0 0 0 1248 0 18850 0 6886 0 178617 0 0 0 SCOTT CHAGNON COMMUNITY VICE PRESIDENT 144394 0 0 0 859 0 18493 0 16147 0 179893 0 0 0 DONNA BIGHAM VP - ACCOUNTING & FINANCE 131389 0 9013 0 883 0 17196 0 4338 0 162819 0 0 0 CHARLES BART LANDESS VP - MAJOR AND PLANNED GIFTS 139705 0 0 0 919 0 18019 0 13938 0 172581 0 0 0 STEVE BOWERS COMMUNITY VICE PRESIDENT 138472 0 0 0 980 0 18119 0 16409 0 173980 0 0 0 Schedule J, Part I, Line 1a Personal services EXPLANATION: FINANCIAL PLANNING SERVICES AND TAX PEPARATION BENEFITS ARE PROVIDED TO THE PRESIDENT AND SENIOR VICE PRESIDENTS. THIS TAXABLE BENEFIT WAS AVAILABLE TO EIGHT EMPLOYEES OF THE YMCA OF GREATER CHARLOTTE IN 2014. A NORTH CAROLINA CAPITAL FACILITIES AGENCY 561592154 658190AC7 2007-03-20 22500000 DESCRIPTION OF PURPOSE: YMCA OF GREATER CHARLOTTE PROJECT SER 2007A false false false B NORTH CAROLINA CAPITAL FACILITIES AGENCY 561592154 658190AC7 2007-03-20 22500000 DESCRIPTION OF PURPOSE: YMCA OF GREATER CHARLOTTE PROJECT SER 2007B false false false A 1672500 0 6559041 0 0 0 89375 0 0 6469666 0 0 2009 true false true true B 1672500 6559041 89375 6469666 2009 true false true true A false false false false 0.0 false false B false false false false 0.0 false false A true true WELLS FARGO 22.00 false false false false false B true true BANK OF AMERICA 22.00 false false false false false A false B false Schedule K, Part II, Line 3 THE DIFFERENCE IN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF THE ISSUE IS DUE TO THE RETIREMENT OF BONDS AND A LINE OF CREDIT OUTSTANDING AT THE ISSUE DATE. Schedule K, Part II, Line 7 EXPLANATION: OF THE TOTAL ISSUANCE COSTS FROM PROCEEDS ENTERED ON LINE 7, $164,750 IS RELATED TO ISSUANCE COSTS AND $14,000 IS RELATED TO CREDIT ENHANCEMENT FEES. Schedule K, Part III, Line 2 EXPLANATION: THE YMCA OF GREATER CHARLOTTE HAS SEVERAL LEASE AGREEMENTS FOR RENTAL OF REAL PROPERTY WITH THIRD PARTY VENDORS THAT PROVIDE CERTAIN SERVICES FOR THE CONVENIENCE OF THE MEMBERS. THESE AGREEMENTS REPRESENT LESS THAN 0.6% OF THE TOTAL PROPERTY, WHICH IS CONSIDERED INSUBSTANTIAL. Schedule K, Part I Issuer name: NORTH CAROLINA CAPITAL FACILITIES AGENCY DESCRIPTION OF PURPOSE: YMCA OF GREATER CHARLOTTE PROJECT SER 2007A Schedule K, Part I Issuer name: NORTH CAROLINA CAPITAL FACILITIES AGENCY DESCRIPTION OF PURPOSE: YMCA OF GREATER CHARLOTTE PROJECT SER 2007B X 4400 Market value X 1 3300 Market value X 9 323464 Market value X Misc. Auction Items 68000 Market value 0 false true true Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions EXPLANATION: A THIRD PARTY BROKER IS USED TO SELL PUBLICLY TRADED SECURITIES. Schedule M, Part I Explanations of reporting method for number on contributions Securities - Publicly traded: Number of contributions. Boats and planes: Numer of items received Schedule M, Part I, Line 9 Number of contributions or items contributed Number of contributions. Schedule M, Part I, Line 7 Number of contributions or items contributed Numer of items received Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions EXPLANATION: A THIRD PARTY BROKER IS USED TO SELL PUBLICLY TRADED SECURITIES. Form 990, Part VI, Line 11b Review of form 990 by governing body EXPLANATION: THE YMCA OF GREATER CHARLOTTE PREPARES THE FORM 990 IN COORDINATION WITH ITS EXTERNAL ACCOUNTING FIRM. THE FOLLOWING REPRESENTS THE FORM 990 REVIEW PROCESS IN CHRONOLOGICAL ORDER: 1. REVIEW BY THE YMCA'S SENIOR MANAGEMENT STAFF. THE FORM 990 IS SENT ELECTRONICALLY TO THE SENIOR MANAGEMENT STAFF AND THE OPPORTUNITY TO ASK QUESTIONS IS EXTENDED. 2. REVIEW BY THE ASSOCIATION AUDIT COMMITTEE. THE FORM 990 IS SENT ELECTRONICALLY TO ALL MEMBERS APPROXIMATELY ONE WEEK PRIOR TO THE AUDIT COMMITTEE MEETING. DURING THE MEETING, THE COMMITTEE REVIEWS THE FORM 990 AND DISCUSSES PROCEDURES FOR ITS COMPLETION. COMMITTEE QUESTIONS ARE ADDRESSED. 3. COPIES OF FORM 990 PROVIDED TO ALL MEMBERS OF THE ASSOCIATION BOARD OF DIRECTORS. THE FORM 990 IS SENT TO ALL MEMBERS APPROXIMATELY ONE WEEK PRIOR TO THE BOARD MEETING. QUESTIONS ARE INVITED BY TELEPHONE, E-MAIL AND IN PERSON DURING THE BOARD MEETING. 4. THE FORM 990 IS FILED UPON COMPLETION OF ALL LEVELS OF REVIEW. Form 990, Part VI, Line 12c Conflict of interest policy EXPLANATION: THE YMCA OF GREATER CHARLOTTE HAS A WRITTEN CONFLICT OF INTEREST POLICY. ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE AND SIGN AN ANNUAL DISCLOSURE STATEMENT. ADDITIONALLY, OFFICERS AND KEY MANAGEMENT. EMPLOYEES OF THE YMCA WERE REQUIRED TO COMPLETE AND SIGN AN ANNUAL DISCLOSURE STATEMENT. THIS POLICY REQUIRES IMMEDIATE DISCLOSURE OF INTERESTS THAT COULD GIVE RISE TO CONFLICTS. Form 990, Part VI, Line 15a Process to establish compensation of top management official EXPLANATION: THE YMCA OF GREATER CHARLOTTE HAS A DETAILED AND RIGOROUS PROCESS FOR THE REVIEW AND DETERMINATION OF CEO/ PRESIDENT COMPENSATION. THAT PROCESS INCLUDES AN EXECUTIVE COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT VOLUNTEERS. THESE VOLUNTEERS REVIEW INFORMATION INCLUDING INDEPENDENTLY GENERATED SURVEY INFORMATION FOR COMPARISON OF LIKE POSITIONS. IN 2014 THE COMPENSATION COMMITTEE REVIEWED SURVEY DATA PROVIDED BY SULLIVAN-COTTER, A COMPENSATION AND HUMAN RESOURCES MANAGEMENT FIRM, AND CASAGRANDE CONSULTING, AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTING FIRM, TO ENSURE CONTINUED REASONABLENESS OF OVERALL COMPENSATION IN COMPARISON TO OTHER YMCA ORGANIZATIONS. THE COMMITTEE MEETS WITHOUT YMCA STAFF TO REVIEW, DISCUSS AND DETERMINE COMPENSATION FOR THE CEO/PRESIDENT. NOTES ARE TAKEN DURING THE MEETING AND A LETTER IS PRODUCED TO THE COMMITTEE MEMBERS FOR APPROVAL AND RECORD KEEPING PURPOSES. THIS PROCESS WAS LAST USED IN MARCH 2015 FOR THE CEO/ PRESIDENT. Form 990, Part VI, Line 15b Process to establish compensation of other employees EXPLANATION: THE YMCA OF GREATER CHARLOTTE HAS A DETAILED AND RIGOROUS PROCESS FOR THE REVIEW AND DETERMINATION OF CEO/PRESIDENT AND EXECUTIVE COMPENSATION. THAT PROCESS INCLUDES AN EXECUTIVE COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT VOLUNTEERS. THESE VOLUNTEERS REVIEW INFORMATION INCLUDING INDEPENDENTLY GENERATED SURVEY INFORMATION FOR COMPARISON OF LIKE POSITIONS. IN 2014 THE COMPENSATION COMMITTEE REVIEWED SURVEY DATA PROVIDED BY SULLIVAN-COTTER, A COMPENSATION AND HUMAN RESOURCES MANAGEMENT FIRM, AND CASAGRANDE CONSULTING, AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTING FIRM, TO ENSURE CONTINUED REASONABLENESS OF OVERALL COMPENSATION IN COMPARISON TO OTHER YMCA ORGANIZATIONS. THE COMMITTEE MEETS WITHOUT YMCA STAFF TO REVIEW, DISCUSS AND DETERMINE COMPENSATION FOR THE CEO/PRESIDENT, THE COMMITTEE REVIEWS AND APPROVES THE CEO/PRESIDENT'S RECOMMENDATIONS OF OTHER EXECUTIVES' COMPENSATION. NOTES ARE TAKEN DURING THE MEETING AND A LETTER IS PRODUCED TO THE COMMITTEE MEMBERS FOR APPROVAL AND RECORD KEEPING PURPOSES. THIS PROCESS WAS LAST USED IN MARCH 2015 FOR THE FOLLOWING POSITIONS: CEO/PRESIDENT CHIEF OPERATING OFFICER CHIEF FINANCIAL OFFICER SENIOR VICE PRESIDENT OF FINANCIAL DEVELOPMENT SENIOR VICE PRESIDENT OF ORGANIZATIONAL ADVANCEMENT SENIOR VICE PRESIDENT OF Y EXPERIENCE AND MARKETING SENIOR VICE PRESIDENT OF HUMAN RESOURCES AND LEADERSHIP DEVELOPMENT Form 990, Part VI, Line 19 Required documents available to the public EXPLANATION: THE YMCA OF GREATER CHARLOTTE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. Form 990, Part VIII, Line 2f Other Program Service Revenue Other Program Revenue - Total Revenue: 11213001, Related or Exempt Function Revenue: 11213001, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; CAMP THUNDERBIRD 400 E MOREHEAD ST CHARLOTTE NC 28202 900329292 RESIDENT CAMP NC 501(c)(3 7 N/A false false false false false false false false false false false false false false false false false false false false