2013-01-23T14:42:05-06:00 2012-03-31 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 20435 BILLINGS MT 591040435 990 2011-04-01 810229386 BILLINGS FAMILY YMCA INC BILLINGS BILL 4062481685 402 N 32ND ST BILLINGS MT 59101 TINA POSTEL 4062451685 2013-01-07 1 DANIEL S MILLER CPA P00031554 4062455136 2011 2016-02-25 16:41:14Z TINA POSTEL 402 NORTH 32ND STREET BILLINGS MT 59101 3852315 0 X WWW.BILLINGSYMCA.ORG X 1905 MT THE YMCA OF BILLINGS MONTANA IS A CHARITABLE, COMMUNITY SERVICE ORGANIZATION THAT INCLUDES MEN, WOMEN, AND CHILDREN OF ALL AGES, ABILITIES, INCOMES, RACES AND RELIGIONS. WE FURTHER OUR CAUSE TO STRENGTHEN COMMUNITY THROUGH YOUTH DEVELOPMENT, SOCIAL RESPONSIBILITY, AND HEALTHY LIVING. ALL PERSONS ARE WELCOME AT OUR YMCA, REGARDLESS OF THEIR ABILITY TO PAY. OUR YMCA IS FOUNDED AND LED BY VOLUNTEERS FROM OUR COMMUNITY; VOLUNTEERS ALSO SERVE AS MENTORS, COACHES, PROGRAM LEADERS AND MORE. 18 18 272 98 0 0 2716374 2721793 836710 934507 86428 130988 29514 35381 3669026 3822669 0 2290 0 0 2139504 2191482 0 38448 30865 1136056 1185397 3275560 3417617 393466 405052 4258674 5070707 1556572 1948485 2702102 3122222 X TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. 0 0 1029930 366543 HERE IN BILLINGS, THE Y IS A LEADING VOICE ON HEALTH AND WELL-BEING. WE OFFER FREE SIX-WEEK GET STARTED CLASSES OPEN TO ANYONE IN THE COMMUNITY. THESE CLASSES INCLUDE PERSONALIZED FITNESS INSTRUCTION TO HEALTH SEEKERS IN A SMALL, PRIVATE GROUP SETTING AND A COMPLIMENTARY Y MEMBERSHIP THROUGHOUT THEIR COURSE. THE BILLINGS FAMILY YMCA OFFERS OVER 100 GROUP EXERCISE CLASSES EACH WEEK FOR ALL AGES AND SKILL LEVELS. CLASSES INCLUDE: CYCLING, YOGA, PILATES, BOOTCAMP, KICKBOXING, NIA, ZUMBA, TURBOKICK, MUSCLE EVOLUTION, GENTLE GYMS, POWER PUMP AND FIT KIDS. OUR AQUATICS DEPARTMENT OFFERS A VARIETY OF ACTIVITIES GEARED TOWARDS HEALTHY LIVING AS WELL. THESE ACTIVITIES INCLUDE: OVER 20 WEEKLY WATER EXERCISE CLASSES, SWIM LESSONS FOR ALL AGES, OPEN FAMILY SWIMS, LAP SWIMMING, JUNIOR AND COMPETITIVE SWIM TEAMS, AND LIFEGUARD TRAINING. NEARLY ONE THOUSAND KIDS LEARN TO SWIM AT THE BILLINGS FAMILY YMCA EACH YEAR. ADDITIONALLY, THE Y IS PLEASED TO OFFER A 16-WEEK DIABETES AND HEART DISEASE PREVENTION PROGRAM IN PARTNERSHIP WITH ST. VINCENT HEALTHCARE AND A WEEKLY WALK AND TALK WITH THE DOC PROGRAM LED BY DR. CHERYL COOK. 324777 115585 THE Y FOSTERS CONNECTIONS THROUGH FITNESS, SPORTS, FUN AND SHARED INTERESTS. THE YMCA YOUTH SPORTS PROGRAM HELPS CHILDREN BECOME NOT ONLY BETTER PLAYERS, BUT BETTER PEOPLE AS WELL. AT THE Y, EVERYBODY PLAYS AND EVERYBODY WINS. CHILDREN LEARN THE FUNDAMENTALS IN THEIR CHOSEN SPORT, AS WELL AS THE VALUE OF TEAMWORK AND SPORTSMANSHIP. YOUTH PROGRAMS AND ACTIVITIES INCLUDE: BASKETBALL, FLOOR HOCKEY, SOCCER, VOLLEYBALL, T-BALL, FLAG FOOTBALL, BALLET, HIP HOP DANCE, CHEERLEADING, KARATE AND TRACK AND FIELD. THE YMCA ADULT SPORTS PROGRAM OFFERS A VARIETY OF LEAGUES IN THE FOLLOWING SPORTS: BASKETBALL, VOLLEYBALL, FUTSAL SOCCER AND DODGEBALL. OUTSIDE OF STRUCTURED LEAGUES, OUR FACILITY IS OPEN TO A VARIETY OF SPORTING ACTIVITIES THAT ADULTS, CHILDREN AND FAMILIES CAN ENJOY THROUGHOUT THE DAY INCLUDING: PICKLEBALL, RACQUETBALL, HANDBALL, ROCK CLIMBING, VOLLEYBALL, WALLY BALL, SWIMMING AND BASKETBALL. 1351563 480983 AT THE Y, STRENGTHENING COMMUNITY IS OUR CAUSE. THROUGH THE SUPPORT OF OUR COMMUNITY, WE EMPOWER EVERY CHILD, ADULT AND FAMILY TO ACHIEVE TO BE HEALTHY, CONFIDENT AND CONNECTED. THROUGH OUR FINANCIAL ASSISTANCE PROGRAM WE MAKE SURE THAT EVERYONE, REGARDLESS OF AGE, INCOME OR BACKGROUND, HAS THE OPPORTUNITY TO LEARN, GROW AND THRIVE AND THAT NO ONE IS TURNED AWAY DUE TO AN INABILITY TO PAY. WE BELIEVE THAT ALL KIDS DESERVE THE OPPORTUNITY TO DISCOVER WHO THEY ARE AND WHAT THEY CAN ACHIEVE. THATS WHY, THROUGH THE YS CHILD CARE SERVICES, HUNDREDS OF YOUTH TODAY ARE CULTIVATING THE VALUES, SKILLS AND RELATIONSHIPS THAT LEAD TO POSITIVE BEHAVIORS, BETTER HEALTH AND EDUCATIONAL ACHIEVEMENT. OUR CHILD CARE SERVICES INCLUDE: CHILDWATCH, AFTERSCHOOL CARE, SUMMER CAMPS, PRESCHOOL AND FAMILY SPORTS ACTIVITIES.FOUNDED IN 1991, THE WRITER'S VOICE OF THE BILLINGS FAMILY YMCA ASSISTS EMERGING ARTISTS AND WRITERS IN THEIR ARTISTIC AND PROFESSIONAL DEVELOPMENT, AND PROVIDES PUBLIC PROGRAMS ENRICHING ALL SECTORS OF THE COMMUNITY WITH EMPHASIS ON ARTS EDUCATION FOR RURAL YOUTH. THE WRITERS VOICE IS THE ONLY FULL-TIME LITERARY ORGANIZATION IN MONTANA SERVING ALL SECTORS OF THE STATE AND ALL AGES. 2706270 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 107 0 1 272 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X KARLA MACCATHERINE 4062481685 402 NORTH 32ND STREET BILLINGS MT 59101 GREG ANDO 1.00 X X 0 0 0 ROGER DANIEL 1.00 X X 0 0 0 RODD HAMMAN 1.00 X X 0 0 0 KEVIN MURRAY 1.00 X 0 0 0 TODD PRESTON 1.00 X X 0 0 0 CHARLES PETERSON 1.00 X 0 0 0 KAREN SANFORD-GALL 1.00 X 0 0 0 CHRIS HOINESS 1.00 X 0 0 0 JON STEPANEK 1.00 X 0 0 0 MATT BROSOVICH 1.00 X 0 0 0 STELLA FONG 1.00 X 0 0 0 MICHAEL SHIN 1.00 X 0 0 0 RYAN BROSSEAU 1.00 X 0 0 0 KAREN COSTELLO 1.00 X 0 0 0 ED GARDING 1.00 X 0 0 0 BILL GOTTWALS 1.00 X 0 0 0 LISA HARMON 1.00 X 0 0 0 RANDY SCOTT 1.00 X 0 0 0 TINA POSTEL 40.00 X 100000 0 0 WAYNE MOLLER 40.00 X 51638 0 0 KARLA MACCARTHERINE 40.00 X 38125 0 0 189763 0 0 0 0 0 0 US BANK PO BOX 790408 ST LOUIS MO 631790408 LOAN 120180 1 2424279 297514 2721793 FAMILY PROGRAMS 713940 670693 670693 SPORTS PROGRAMS 713940 145303 145303 AQUATIC EDUCATION 713940 79579 79579 FITNESS PROGRAMS 713940 38932 38932 934507 5729 5729 154837 29578 125259 125259 125259 5856 0 5856 5856 989 68 921 921 MISC REVENUE 900099 17086 17086 FACILITY RENTAL 900099 4769 4769 CORPORATE PROGRAM INCO 900099 3554 3554 3195 3195 28604 3822669 964032 0 136844 2290 2290 191416 57425 133991 1581074 1435485 142923 2666 56214 46977 9024 213 149606 131193 17868 545 213172 178861 33982 329 1935 1935 14000 14000 38448 38448 32205 29423 2782 54435 27156 20018 7261 132172 73594 58063 515 426396 378463 47912 21 8863 6280 2583 9473 3377 5518 578 81047 81047 140980 139570 1410 69776 26926 42850 SUPPLIES 74184 69862 4088 234 MEMBERSHIP DUES 64785 55384 9226 175 VEHICLE EXPENSE 41129 39592 1537 MISCELLANEOUS 34017 4412 29429 176 20296 -20296 3417617 2706270 680482 30865 121154 124109 242090 394802 68386 68820 2912 16369 54822 10903521 7088797 3491588 3814724 209364 532193 109723 78325 4258674 5070707 339613 208523 106380 229655 784785 0 269109 1438623 56685 71684 1556572 1948485 X 2240187 2716566 137614 53764 324301 351892 2702102 3122222 4258674 5070707 X 405052 15068 X X 0 1 1 X 0 X 136140 221763 141238 317346 297514 1114001 644617 2604757 2758703 3235738 3358786 12602601 780757 2826520 2899941 3553084 3656300 13716602 8155 49516 24332 49457 1000 132460 0 8155 49516 24332 49457 1000 132460 13584142 2695 5667 3915 5575 5729 23581 2695 5667 3915 5575 5729 23581 1839 12299 13893 29514 28604 86149 785291 2844486 2917749 3588173 3690633 13826332 0.98250 0.97080 0.00170 0.00230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 196053 27591 176337 399981 169249 14776 12028 196053 150306 5428 13515 169249 165851 6000 -21545 150306 0.06740 0.87970 0.05290 0 0 1906316 1906316 8311978 6508031 1803947 685227 580766 104461 3814724 EDWARD D JONES 2509 F D A DAVIDSON 2654 F WELLS FARGO -ENDOWMENT 394981 F FIB STOCK 10049 F US BANK PAYROLL ACCOUNT 1903 F US BANK MAINTENANCE ACCOUNT 120097 F 532193 NONCURRENT ACCRUED LIABILITIES 71684 71684 3822669 3417617 405052 15068 15068 420120 3867383 15068 29646 44714 3822669 0 3822669 3447263 29578 68 29646 3417617 0 3417617 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE INVESTED IN PERPETUITY WITH THE EARNINGS USED TO ASSIST THE BILLINGS YMCA WITH ITS OPERATIONS. THE AMOUNT OF LOSS ON DISPOSAL OF ASSETS AND COST OF GOODS SOLD WERE INCLUDED IN THE FINANCIAL STATEMENTS AS FUNCTIONAL EXPENSES. FOR TAX REPORTING PURPOSES THESE AMOUNTS ARE REPORTED ON PAGE 9 STATEMENT OF REVENUES. X 1 JEROLD PANAS LINZY & PARTNERS 500 N MICHIGAN AVE CHICAGO IL 60611 FEASIBILITY STUDY 0 0 30754 -30754 30754 -30754 CHRIS HOINESS BOARD MEMBER 6662 THE ORGANIZATION PURCHASED INSURANCE THROUGH AN ENTITY THAT EMPLOYS A BOARD MEMBER. THIS BOARD MEMBER IS NOT INVOLVED IN ANY OF THE ORGANIZATION'S DECISIONS TO PURCHASE INSURANCE. 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD MEMBERS ELECT NEW GOVERNING BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD GOVERNANCE COMMITTEE, ALONG WITH THE CEO AND FINANCE DIRECTOR, WILL MEET AND REVIEW THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS MONITORED THROUGH THE BOARD OF DIRECTORS BY ASKING MEMBERS THAT MAY HAVE A CONFLICT OF INTEREST TO ABSTAIN FROM DISCUSSION AND VOTING. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD GOVERNANCE COMMITTEE MEETS ANNUALLY TO DISCUSS AND EVALUATE THE PERFORMANCE OF THE CEO. THIS EVALUATION INCLUDES A REVIEW OF ANNUAL COMPENSATION AND ANY AJUSTMENTS ARE TAKEN TO THE FULL BOARD OF DIRECTORS FOR DISCUSSION, REVIEW AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THESE DOCUMENTS ARE KEPT IN THE FINANCE DIRECTOR'S OFFICE AND ARE AVAILABLE FOR THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 15,068. THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT.