2014-02-21T09:32:11-06:00 2013-08-31 522057543 DROLET & ASSOCIATES PLLC 1901 L STREET NW SUITE 250 WASHINGTON DC 20036 990 2012-09-01 131624103 YWCA OF THE USA YWCA 2024670801 2025 M STREET NW NO 550 WASHINGTON DC 20036 DARA RICHARDSON-HERON 2024670801 2014-02-07 1 HOLLY CAPORALE P00235685 2028220717 2012 2015-11-30 17:44:51Z DARA RICHARDSON-HERON 2025 M STREET NW NO 550 WASHINGTON DC 20036 10751185 0 X WWW.YWCA.ORG X 1907 NY TO EMPOWER WOMEN AND ELIMINATE RACISM 16 16 20 6 0 0 419229 2193184 170891 176893 1778157 1834360 69863 -3945 2438140 4200492 140000 160500 0 0 1296578 2575653 0 0 466495 3706035 3605777 5142613 6341930 -2704473 -2141438 57558102 60165462 992879 1531769 56565223 58633693 X TO EMPOWER WOMEN AND ELIMINATE RACISM 0 0 2884919 LOCAL INITIATIVES: PROVIDES SUPPORT TO LOCAL YWCA ASSOCIATIONS TO FURTHER MISSION IMPACT AND BUSINESS VITALITY, INCLUDING: CAPACITY BUILDING TRAINING, SERVICES AND RESOURCES; CONFERENCES AND REGULAR NETWORKING; ORGANIZATIONAL SUSTAINABILITY AND GROWTH INITIATIVES; SIGNATURE AND MODEL PROGRAMS, AND FUND AND FRIEND-RAISING COLLABORATIONS AND OPPORTUNITIES. 812554 COMMUNICATIONS: BUILDS UNIFIED CORPORATE IDENTITY AND VISIBILITY. CONVEYS MISSION, PROGRAMS, AND SERVICES OF THE YWCA USA WITH INTENTIONAL AND COORDINATED EFFORTS. 1064602 ADVOCACY: IDENTIFIES, EDUCATES, AND MOBILIZES MEMBERS AND SUPPORTERS ON CRITICAL LEGISLATIVE AND PUBLIC POLICY ISSUES AND GOVERNMENT FUNDING TO ENSURE THE INTERESTS OF THE YWCA USA ARE REPRESENTED BEFORE CONGRESS, THE WHITE HOUSE, AND GOVERNMENT AGENCIES. 221291 160500 GLOBAL INITIATIVES: PROMOTES PARTNERSHIPS AND RELATIONSHIP-BUILDING WITH THE WORLD YWCA AND OTHER YWCAS WORLDWIDE AND ADVOCATES INTERNATIONAL PUBLIC POLICIES CONSISTENT WITH MISSION. 221291 160500 4983366 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 1 20 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 1 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC HI IL FL GA KS KY ME MD MA MI MN NH NJ NM NY ND OH OK OR PA RI SC TN UT VA WA WV WI NC LA MS X THE ORGANIZATION 2024670801 2025 M STREET NW NO 550 WASHINGTON DC 20036 PAULA PENEBAKER 1.00 X X 0 0 0 AZURI GONZALEZ 1.00 X X 0 0 0 GLYNIS COWART 1.00 X X 0 0 0 LOIS COOK STEELE 1.00 X 0 0 0 CAROLE COPPENS 1.00 X 0 0 0 JANET MARCOTTE 1.00 X X 0 0 0 CHRISTIE DEGRENDELE 1.00 X 0 0 0 REBECCA HALL 1.00 X X 0 0 0 JANET JAMES 1.00 X 0 0 0 ROBYN KENNEDY 1.00 X 0 0 0 SUE SHERBROOKE 1.00 X 0 0 0 SHEILA CARNICELLI 1.00 X 0 0 0 MARSHA B HENDERSON 1.00 X 0 0 0 RACHEL CHEEKS-GIVAN 1.00 X 0 0 0 KATHERINE EMERICH COMPAGNI 1.00 X 0 0 0 LAURA JENNINGS 1.00 X 0 0 0 PAULA GREEN JOHNSON 1.00 X 0 0 0 LESLEY LOPEZ 1.00 X 0 0 0 KAYDIAN LYN 1.00 X 0 0 0 AIMEE MEHER-HOMJI 1.00 X 0 0 0 RHONDA R MIMS 1.00 X 0 0 0 RUTH ORATZ MD FACP 1.00 X 0 0 0 PATRICIA PEARMAN 1.00 X 0 0 0 DARA RICHARDSON-HERON MD 40.00 X 77620 0 474 GLORIA LAU 40.00 X 379737 0 27114 CHARLENE PEDROLIE 40.00 X 153000 0 6318 MARY LUNDY SEMELA 40.00 X 100177 0 15956 710534 0 49862 3 0 1 0 RAFFA PC 1899 L ST NW 9TH FLOOR WASHINGTON DC 20036 ACCOUNTING SERVICES 370840 PROSKAUER ROSE LLP 11 TIMES SQUARE NEW YORK NY 10036 LEGAL SERVICES 266754 2 1742518 450666 2193184 MEETING & CONFERENCES 900099 176893 176893 176893 1019632 1019632 169625 189290 -19665 -19665 -19665 7176131 6361403 814728 814728 814728 OTHER INCOME 900099 15720 15720 15720 4200492 192613 0 1814695 160500 160500 704857 234421 353112 117324 1555747 1316389 205192 34166 63181 45918 14419 2844 106444 81519 20619 4306 145424 100426 35505 9493 355438 355438 404044 404044 328382 328382 593365 353871 112415 127079 51647 24352 24902 2393 357858 3360 354498 674169 475926 197045 1198 459715 373145 86570 16752 16752 52459 52459 WORLD YWCA ALLOCATION 152821 152821 COMMUNICATIONS 24734 5207 19527 MEMBERSHIP & SUPPORT 18154 8154 10000 ALLOCA. OF INDIRECT EXP 0 1762315 -1929397 167082 116239 37863 77766 610 6341930 4983366 892069 466495 617577 1087396 17265 10075 49709 54840 52490 44284 6675647 3261147 2885873 3414500 1203431 1222593 52725757 54325774 6000 6000 57558102 60165462 656391 643403 336488 888366 992879 1531769 X 48461158 50205743 1832780 2156665 6271285 6271285 56565223 58633693 57558102 60165462 -2141438 4209908 0 X X 1 X 1 X 1 0 X 755630 811503 484972 419229 1805483 4276817 755630 811503 484972 419229 1805483 4276817 89148 4187669 1778102 1477792 1626816 1253061 1189257 7325028 10392 99567 55201 21160 15720 202040 11803885 572329 0.35480 0.24570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34393 73792 108185 6233745 6341930 467097 116774 0 0 334333 359402 407131 467097 1567963 2351945 0 0 0 108185 108185 83583 89851 101783 116774 391991 587987 0 0 0 34393 34393 55634381 78384 6038404 6041799 55709370 55450812 60767 3441083 3318281 55634381 52152331 382459 6749016 3832994 55450812 51789180 329892 3244497 3211238 52152331 63945259 -8656737 3499342 51789180 0.87100 0.11260 0.01640 0 0 1146065 1146065 4922403 3050283 1872120 284057 18754 265303 323122 192110 131012 3414500 WELLINGTON COMMON TRUST FUNDS 54325774 F 54325774 DEFERRED RENTAL INCOME 888366 888366 X 8431924 4209908 21524 4231432 4200492 0 4200492 6363454 21524 21524 6341930 0 6341930 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO SUPPORT VARIOUS PROGRAMS OF DESIGNATED PURPOSES AND YWCA USA'S MISSIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE YWCA USA REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE YWCA USA DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE, OR REFLECT, ANY UNCERTAIN TAX POSITIONS. THE YWCA USA'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. 1 EUROPE 0 0 GRANTS TO WORLD YWCA N/A 160500 0 0 0 0 0 0 160500 0 160500 EUROPE GRANTS TO WORLD YWCA 160500 CHECK N/A N/A 1 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: GRANT REQUESTS ARE SUBMITTED BY THE WORLD YWCA TO THE WORLD SERVICE COUNCIL OF THE YWCA USA DURING WSC'S OCTOBER MEETING. THE GRANTS ARE FACILITATED AND MONITORED BY THE WORLD YWCA TO ENSURE COMPLIANCE WITH GRANT REQUIREMENTS. IF THERE ARE DISCREPANCIES, THE WORLD YWCA IS RESPONSIBLE FOR CORRECTIVE ACTIONS AND NOTIFYING THE YWCA USA. X X 1 1 X X 1 0 0 0 0 0 0 1 0 GLORIA LAU 149737 0 210000 0 20000 0 25000 0 2114 0 406851 0 0 0 CHARLENE PEDROLIE 153000 0 0 0 0 0 0 0 6318 0 159318 0 0 0 SUPPLEMENTAL INFORMATION PART III PART I, LINE 1A: AS INTERIM CEO, GLORIA LAU WAS PROVIDED LIVING EXPENSES OF $20,000 IN LIEU OF HOTEL ACCOMMODATIONS WHILE WORKING ON A TEMPORARY BASIS IN WASHINGTON, DC. PART I, LINE 1A: AS CEO, DARA RICHARDSON-HERON WAS PROVIDED RELOCATION FEES OF $19,500 PER HER EMPLOYMENT AGREEMENT. PART I, LINE 4A: PER A SEVERANCE AGREEMENT, MARY LUNDY SEMELA RECEIVED SEVERANCE PAYMENTS OF $19,001.50. PART I, LINE 7: AS INTERIM CEO, GLORIA LAU WAS PROVIDED A BONUS OF $210,000 FOR HER ASSISTANCE WITH THE ORGANIZATION DURING THE TRANSITION. FORM 990, PART VI, SECTION A, LINE 4 YWCA USA CHANGED THE GOVERNANCE STRUCTURE FROM A NATIONAL COORDINATING BOARD TO A BOARD OF DIRECTORS. ADDITIONALLY, YWCA USA COLLECTS SUPPORT FEES FROM THE LOCAL ASSOCIATIONS WHICH WILL ALLOW YWCA USA AND THE LOCAL ASSOCIATIONS TO USE THEIR COLLECTIVE POWER TO TRANSITION TO A NATIONAL MOVEMENT. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF YWCA USA ARE LOCAL ASSOCIATIONS AND ARE ALL PART OF THE SAME MEMBERSHIP CLASS. LOCAL ASSOCIATIONS ELECT THE BOARD OF DIRECTORS. LOCAL ASSOCIATIONS UPON RECEIVING THE VOTE OF TWO-THIRDS OF THE MEMBERS APPROVE ANY AMENDMENTS TO YWCA USA CERTIFICATE OF INCORPORATION OR BYLAWS, MERGER, CONSOLIDATION OR DISSOLUTION OF YWCA USA AND ALL OTHER ACTIONS WHICH, UNDER APPLICABLE LAW, REQUIRE MEMBER APPROVAL. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF YWCA USA ARE LOCAL ASSOCIATIONS AND ARE ALL PART OF THE SAME MEMBERSHIP CLASS. LOCAL ASSOCIATIONS ELECT THE BOARD OF DIRECTORS. LOCAL ASSOCIATIONS UPON RECEIVING THE VOTE OF TWO-THIRDS OF THE MEMBERS APPROVE ANY AMENDMENTS TO YWCA USA CERTIFICATE OF INCORPORATION OR BYLAWS, MERGER, CONSOLIDATION OR DISSOLUTION OF YWCA USA AND ALL OTHER ACTIONS WHICH, UNDER APPLICABLE LAW, REQUIRE MEMBER APPROVAL. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS OF YWCA USA ARE LOCAL ASSOCIATIONS AND ARE ALL PART OF THE SAME MEMBERSHIP CLASS. LOCAL ASSOCIATIONS ELECT THE BOARD OF DIRECTORS. LOCAL ASSOCIATIONS UPON RECEIVING THE VOTE OF TWO-THIRDS OF THE MEMBERS APPROVE ANY AMENDMENTS TO YWCA USA CERTIFICATE OF INCORPORATION OR BYLAWS, MERGER, CONSOLIDATION OR DISSOLUTION OF YWCA USA AND ALL OTHER ACTIONS WHICH, UNDER APPLICABLE LAW, REQUIRE MEMBER APPROVAL. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND PRESENTED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS RENEWED ANNUALLY AND IS DISTRIBUTED TO ALL NEW BOARD MEMBERS. IT IS REVIEWED AND DISCUSSED WITH THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO IS DETERMINED BY THE EXECUTIVE COMMITTEE. ALL EMPLOYEE SALARIES ARE DETERMINED BY THE CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITOR.