2013-03-14T06:55:14-05:00 2012-08-31 522057543 DROLET & ASSOCIATES PLLC 1901 L STREET NW SUITE 250 WASHINGTON DC 20036 990 2011-09-01 131624103 YWCA OF THE USA YWCA 2024670801 2025 M STREET NW NO 550 WASHINGTON DC 20036 CHARLENE PEDROLIE 2024670801 2013-03-07 1 HOLLY CAPORALE P00235685 2028220717 2011 2016-02-25 16:41:14Z CHARLENE PEDROLIE 2025 M STREET NW NO 550 WASHINGTON DC 20036 11282895 0 X WWW.YWCA.ORG X 1907 NY TO EMPOWER WOMEN AND ELIMINATE RACISM 20 20 17 76 0 0 484972 419229 89440 170891 1753116 1778157 185171 69863 2512699 2438140 115000 140000 0 0 1110648 1296578 0 0 447911 2962395 3706035 4188043 5142613 -1675344 -2704473 58113051 57558102 838734 992879 57274317 56565223 X TO EMPOWER WOMEN AND ELIMINATE RACISM 0 0 666474 25000 170891 LOCAL INITIATIVES: PROVIDES SUPPORT TO REGIONS AND LOCAL ASSOCIATIONS. 632401 COMMUNICATIONS: BUILDS UNIFIED CORPORATE IDENTITY AND VISIBILITY. CONVEYS MISSION, PROGRAMS, AND SERVICES OF THE YWCA USA WITH INTENTIONAL AND COORDINATED EFFORTS. 544016 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. 381574 115000 GLOBAL INITIATIVES: PROMOTES PARTNERSHIPS AND RELATIONSHIP-BUILDING WITH THE WORLD YWCA AND OTHER YWCAS WORLDWIDE AND ADVOCATES INTERNATIONAL PUBLIC POLICIES CONSISTENT WITH MISSION. 381574 115000 2224465 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 1 17 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC HI ID IL FL GA KS KY ME MD MA MI MN MO MT NH NJ NM NY ND OH OK OR PA RI SC TN UT VA WA WV WI AZ LA MS X THE ORGANIZATION 2024670801 2025 M STREET NW NO 550 WASHINGTON DC 20036 YVONNE CROWE 1.00 X 0 0 0 DEBRA STOCK 1.00 X X 0 0 0 YVONNE DRAYTON 1.00 X 0 0 0 GLYNIS COWART 1.00 X X 0 0 0 SHARON K JACKSON 1.00 X 0 0 0 JEANETTE CASTELLANOS-BUTT 1.00 X 0 0 0 RORY KANESHIRO 1.00 X 0 0 0 CAROL GREEN 1.00 X X 0 0 0 CAROLE COPPENS 1.00 X 0 0 0 REBECCA HALL 1.00 X X 0 0 0 JANET JAMES 1.00 X 0 0 0 KAREN JEFFREY-ANTHONY 1.00 X 0 0 0 LOIS COOK STEELE 1.00 X 0 0 0 KAREN SCHWARZWALDER 1.00 X 0 0 0 JANET MARCOTTE 1.00 X 0 0 0 SUE SHERBROOKE 1.00 X 0 0 0 PAULA PENEBAKER 1.00 X 0 0 0 ERIN PROCHNOW 1.00 X 0 0 0 CHRISTIE DEGRENDELE 1.00 X 0 0 0 DARCY RAY 1.00 X 0 0 0 SOYINI WILSON 1.00 X 0 0 0 ROBYN KENNEDY 1.00 X 0 0 0 AZURI GONZALEZ 1.00 X 0 0 0 EVELYN SOMMERS 1.00 X 0 0 0 KAREN GILMORE 1.00 X 0 0 0 GLORIA LAU 50.00 X 199189 0 1731 199189 0 1731 1 0 1 0 PROSKAUER ROSE LLP ELEVEN TIMES SQUARE NEW YORK NY 100368299 LEGAL SERVICES 244525 RAFFA PC 1899 L STREET NW WASHINGTON DC 20036 ACCOUNTING SERVICES 144872 MIA JACKSONDORO MARKETING 4938 HAMPDEN LANE 188 BETHESDA MD 20814 MARKETING SERVICES 123150 KORNFERRY INTERNATIONAL PO BOX 1450 MINNEAPOLIS MN 554855064 EXECUTIVE SEARCH 106795 4 419229 419229 MEETING & CONFERENCES 900099 170891 170891 170891 1088468 1088468 164593 115890 48703 48703 48703 9418554 8728865 689689 689689 689689 OTHER INCOME 900099 21160 21160 21160 2438140 192051 0 1826860 25000 25000 115000 115000 404954 45776 359178 742633 388436 190147 164050 4411 4411 66222 956 65266 78358 28748 36880 12730 353995 296897 57098 164024 164024 308559 297920 10639 767123 489487 277636 55388 15882 34831 4675 662458 662458 303954 46083 254620 3251 373252 286167 85821 1264 20510 20510 58238 58238 REORGANIZATION 216387 216387 WORLD YWCA ALLOCATION 211779 211779 COMMUNICATIONS 38560 4767 33793 MARKETPLACE 25364 19195 4970 1199 146444 547189 -593750 193005 5142613 2224465 2470237 447911 1112799 617577 88165 17265 206126 102199 5940979 3055106 2565813 2885873 1138481 1203431 52936667 52725757 65000 6000 58113051 57558102 704523 656391 134211 336488 838734 992879 X 48480004 48461158 2454662 1832780 6339651 6271285 57274317 56565223 58113051 57558102 X -2704473 1995379 X X 1 1 1 X 0 X 397148 755630 811503 484972 419229 2868482 397148 755630 811503 484972 419229 2868482 112656 2755826 2005023 1778102 1477792 1626816 1253061 8140794 20596 10392 99567 55201 21160 206916 11216192 587114 0.24570 0.27000 X PUBLIC SUPPORT FACTORS1.A SIGNIFICANT PORTION OF SUPPORT FOR THE YWCA USA IS GAINED FROM ENDOWMENT EARNINGS. ENDOWMENT FUNDS CONSIST OF GIFTS FROM INDIVIDUALS AND ORGANIZATIONS, WHICH REPRESENTS PUBLIC SUPPORT RAISED OVER THE COURSE OF MANY DECADES. A SMALL PORTION OF THIS ENDOWMENT IS UTILIZED ANNUALLY FOR OPERATING EXPENSES, THE VAST MAJORITY IS CONTINUALLY INVESTED TO ENSURE FUTURE SUSTAINABILITY OF THE ORGANIZATION.2.IN NOVEMBER 2012, THE YWCA USA'S LOCAL ASSOCIATIONS VOTED TO ACCEPT CHANGES TO THE YWCA USA'S GOVERNING DOCUMENTS. THESE CHANGES ARE A RESULT OF THE NATIONAL COORDINATING BOARD (NCB), IN CONSULTATION WITH THE REGIONAL COUNCILS AND LOCAL ASSOCIATIONS REVIEW OF THE GOVERNANCE AND OPERATIONS OF THE YWCA USA IN ORDER TO IDENTIFY BEST PRACTICES AND MAKE RECOMMENDATIONS FOR ENHANCING THE YWCA USA'S EFFECTIVENESS IN ACCOMPLISHING ITS CHARITABLE MISSION. THE AMENDED GOVERNING DOCUMENTS WENT INTO EFFECT ON JANUARY 1, 2013. WITH THESE CHANGES YWCA USA WILL BE CHANGING THE GOVERNANCE STRUCTURE FROM A NCB TO A BOARD OF DIRECTORS. ADDITIONALLY, YWCA USA WILL BEGIN TO COLLECT 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. 3.MANAGEMENT WILL DEVELOP AND IMPLEMENT NEW NATIONAL FUNDRAISING STRATEGIES, UTILIZE NEW TOOLS AND RESOURCES PUT IN PLACE IN FISCAL YEAR 2013 TO POSITION THE ORGANIZATION FOR THE NATIONAL MOVEMENT SUCH AS MARKETING AND BRANDING TOOLKITS AND USE OF SOCIAL MEDIA. YWCA USA WILL CONTINUE TO IMPLEMENT ONGOING STREAMLINING AND EFFICIENCY OPPORTUNITIES.4.THE YWCA USA PROVIDES SUPPORT AND SERVICES TO LOCAL YWCA AFFILIATES. THE LOCALS PROVIDE DIRECT SERVICES TO THE GENERAL PUBLIC ON A CONTINUAL BASIS. THE YWCA USA ALSO PROVIDES RELATED ADVOCACY AND EDUCATIONAL SERVICES.5.WE EXPECT TO SEE A REFLECTION OF THE NATIONAL ECONOMIC RECOVERY IN THE FORM OF INCREASED PUBLIC SUPPORT IN THE COMING YEARS. NATIONAL ECONOMIC DIFFICULTIES HAVE DEPRESSED GIVING ACROSS THE NONPROFIT SECTOR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55450812 60767 3441083 3318281 55634381 52152331 382459 6749016 3832994 55450812 51789180 329892 3244497 3211238 52152331 63945259 -8656737 3499342 51789180 0.87740 0.00990 0.11270 0 0 1146065 1146065 4492071 2894857 1597214 1021 351 670 301822 159898 141924 2885873 WELLINGTON COMMON TRUST FUNDS 52725757 F 52725757 DEFERRED RENT 336488 336488 2438140 5142613 -2704473 1995379 1995379 -709094 4773444 1995379 339925 2335304 2438140 0 2438140 5482538 339925 339925 5142613 0 5142613 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO SUPPORT VARIOUS PROGRAMS OF DESIGNATED PURPOSES AND THE YWCA USA'S MISSION. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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. 1 EUROPE 0 0 GRANTS TO WORLD YWCA N/A 115000 0 0 0 0 0 0 115000 0 115000 EUROPE WORLD YWCA 115000 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. 1 COMMISSION ON PRESIDENTIAL DEBATES 1200 NEW HAMPSHIRE AVE NW STE 445 WASHINGTON DC 20036 521500977 501(C)(3) 25000 FMV SPONSORSHIP OF THE 2012 PRESIDENTIAL AND VICE PRESIDENTIAL DEBATES. 1 X 1 1 X 0 0 0 0 0 0 0 0 0 GLORIA LAU 147189 0 0 0 52000 0 0 0 1731 0 200920 0 0 0 PART I, LINE 1A AS INTERIM CEO, GLORIA LAU WAS PROVIDED LIVING EXPENSES OF $52,000 IN LIEU OF HOTEL ACCOMMODATIONS WHILE WORKING ON A TEMPORARY BASIS IN DC. FORM 990, PART VI, SECTION A, LINE 7A LOCAL ASSOCIATIONS SHALL HAVE 2 VOTES, WHICH SHALL BE CAST BY INDIVIDUALS WHO ARE VOTING MEMBERS OF THE LOCAL ASSOCIATIONS AT LEAST ONE OF WHOM MUST BE A YWCA VOLUNTEER AS DEFINED IN THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND TREASURER AND PRESENTED TO THE NATIONAL COORDINATING BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS RENEWED ANNUALLY AND IS DISTRIBUTED TO ALL NEW BOARD MEMBERS AT THE FIRST MEETING. IT IS REVIEWED AND DISCUSSED WITH THE NATIONAL COORDINATING BOARD. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE EXECUTIVE SEARCH TEAM AND THE HR COMMITTEE. KEY EMPLOYEE SALARIES ARE DETERMINED BY THE CHIEF EXECUTIVE 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,995,379. FORM 990, PART XI, LINE 2C: THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS ASSUMES RESPONSIBILIY FOR THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.