2013-01-06T18:00:35-06:00 2012-02-29 990 2011-03-01 951644052 YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN LOS ANGELES YOUN 2133512242 625 S New Hampshire Ave Los Angeles CA 900051342 DAN COOPER 2013-01-02 2011 2016-02-25 16:41:14Z ALAN C HOSTRUP 625 S New Hampshire Ave Los Angeles CA 900051342 111340535 false X WWW.YMCALA.ORG X 1882 CA THE YMCA OF METROPOLITAN LOS ANGELES (YMCA) IS A NON-PROFIT ORGANIZATION DEDICATED TO PUTTING JUDEO-CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD A HEALTHY SPIRIT, MIND AND BODY FOR ALL. 50 49 3000 5600 -303 -303 23297324 23580570 59754189 60721527 3931633 3032513 1262662 2350633 88245808 89685243 17600 19850 0 0 45654142 42819269 177159 111982 3584971 38944327 37201850 84793228 80152951 3452580 9532292 173477032 177091986 58013860 53312383 115463172 123779603 X THE YMCA OF METROPOLITAN LOS ANGELES IS A VOLUNTEER-LED NON-PROFIT ORGANIZATION THAT INCLUDES MEN, WOMEN, AND CHILDREN OF ALL AGES, ABILITIES, INCOMES, RACES AND RELIGIONS. IT IS DEDICATED TO STRENGTHENING COMMUNITIES BY PUTTING JUDEO-CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT PROMOTE YOUTH DEVELOPMENT, HEALTHY LIVING, AND SOCIAL RESPONSIBILITY. false false 36576414 0 39943329 PROGRAMS FOR HEALTHY LIVING: THE YMCA IS ONE OF THE ONLY HEALTH AND WELLNESS ORGANIZATIONS WHERE FAMILIES CAN PURSUE HEALTHY HABITS TOGETHER. YMCA MEMBERSHIP AND PROGRAM PARTICIPATION IS AFFORDABLE AND OPEN TO ALL WITH FINANCIAL ASSISTANCE AVAILABLE FOR THOSE WHO CANNOT AFFORD THE FULL FEE. THE YMCA OFFERS PROGRAMS THAT ENCOURAGE GOOD HEALTH AND FOSTER CONNECTIONS THROUGH FITNESS, SPORTS AND SHARED INTERESTS, INCLUDING: * FAMILY TIME - BRINGING FAMILIES TOGETHER TO HAVE FUN AND GROW TOGETHER * HEALTH, WELL-BEING AND FITNESS - RESOURCES AND GUIDANCE TO MAINTAIN OR IMPROVE PHYSICAL ACTIVITY, HEALTH AND WELLNESS * SPORTS & RECREATION - HEALTHY LIFESTYLE ACTIVITIES THAT BRING PEOPLE TOGETHER WITH SHARED ATHLETIC AND RECREATIONAL INTERESTS * GROUP INTEREST - SOCIAL NETWORKS AND ACTIVITIES THAT BRING TOGETHER PEOPLE THAT SHARE COMMON PASSIONS AND PERSONAL INTERESTS THIS YEAR, THE YMCA: * OFFERED COMMUNITY AND WELLNESS PROGRAMS TO 291,000 MEMBERS THROUGH 25 BRANCHES, HALF OF THEM WITHIN LOW-INCOME COMMUNITIES * PROVIDED OVER $4.0 MILLION IN FINANCIAL ASSISTANCE TO ENABLE PEOPLE TO BECOME YMCA MEMBERS * THROUGH THE P.L.A.Y. PROGRAM, BROUGHT FITNESS AND WELL-BEING OPPORTUNITIES TO NEARLY 19,000 STUDENTS AT 41 SCHOOL CAMPUSES * PROVIDED SWIMMING INSTRUCTION TO OVER 23,000 INDIVIDUALS IN THE YMCA'S RENOWNED AQUATICS PROGRAM, PROVIDING SWIMMING AND WATER SAFETY SKILLS WHILE PROMOTING TEAMWORK, SELF-CONFIDENCE, HEALTH AND LEADERSHIP 20491173 0 15323240 PROGRAMS FOR YOUTH DEVELOPMENT: THE YMCA OFFERS LOW-COST, QUALITY PROGRAMS THAT SUPPORT AND STRENGTHEN FAMILIES AND DEVELOP THE CHARACTER OF THOSE INVOLVED, INCLUDING PRE-SCHOOL, AFTER-SCHOOL ENRICHMENT PROGRAMS, CHILD CARE, DAY CAMPS, PARENT-CHILD PROGRAMS AND YOUTH LEADERSHIP PROGRAMS THAT PROVIDE WHAT ARE OFTEN LIFE-CHANGING EXPERIENCES. THE YMCA OFFERS LOW-COST, QUALITY PROGRAMS THAT NURTURE THE POTENTIAL OF EVERY CHILD AND TEEN, INCLUDING: * CHILD CARE - A SAFE, NURTURING ENVIRONMENT FOR CHILDREN TO LEARN, GROW AND DEVELOP SOCIAL SKILLS * AFTER SCHOOL ENRICHMENT - ACTIVITIES THAT KEEP KIDS IN SCHOOL AND ENGAGED, WHILE BUILDING CHARACTER AND CREATING FRIENDSHIPS * SWIM, SPORTS & PLAY - POSITIVE, FUN ACTIVITIES THAT BUILD ATHLETIC, SOCIAL AND INTERPERSONAL SKILLS THIS PAST YEAR, THE YMCA: * PROVIDED CHILD CARE AND BEFORE/AFTER SCHOOL ENRICHMENT AT 86 LOCATIONS THROUGHOUT THE CITY * PROVIDED CHILD CARE FOR OVER 40,000 CHILDREN ACROSS LOS ANGELES AND OVER $708,000 FINANCIAL ASSISTANCE THROUGH REDUCED FEES FOR CHILDREN IN CHILD CARE AND DAY CAMP PROGRAMS 10845375 19850 5454958 PROGRAMS FOR SOCIAL RESPONSIBILITY: THE YMCA BELIEVES THAT BUILDING CITIZEN LEADERS OF ALL AGES TRANSFORMS CITIES INTO WELCOMING COMMUNITIES AND OFFERS LEADERSHIP DEVELOPMENT OPPORTUNITIES FOR ALL AGES. THE YMCA IS ITSELF COMMITTED TO ACTING IN A LEADERSHIP CAPACITY AS A COMMUNITY CONVENER, INTEGRATING ITS EFFORTS WITH SCORES OF COMMUNITY PARTNERSHIPS THROUGHOUT LOS ANGELES. THE YMCA BELIEVES IN GIVING BACK AND PROVIDING SUPPORT TO OUR NEIGHBORS BY DEVELOPING VOLUNTEER LEADERS THROUGH OUR FUNDRAISING ACTIVITIES, NURTURING COMMUNITY PARTNERSHIPS, AND COLLABORATING WITH POLICYMAKERS, COMMUNITY LEADERS AND PRIVATE AND PUBLIC ORGANIZATIONS TO DEVELOP YOUTH, PREVENT CHRONIC DISEASE AND BUILD HEALTHIER COMMUNITIES THROUGHOUT LOS ANGELES. THE YMCA NURTURES PARTNERSHIPS BOTH AT OUR BRANCHES AND IN THE COMMUNITY WITH THE PUBLIC AND PRIVATE SECTOR TO BETTER ADDRESS COMMUNITY NEEDS. THE FOLLOWING IS A PARTIAL LIST OF COMMUNITY PARTNERS: * AMERICAN HEART ASSOCIATION * AMERICAN CANCER SOCIETY * LOS ANGELES UNIFIED SCHOOL DISTRICT * BLUE CROSS OF CALIFORNIA * KAISER PERMANENTE * LA FREE CLINIC * U.S. FOREST SERVICE * THE CALIFORNIA ENDOWMENT: BUILDING HEALTHY COMMUNITIES * KIPP LA SCHOOLS THE YMCA ALSO OFFERS EDUCATION AND LEADERSHIP PROGRAMS THAT DEVELOP KNOWLEDGE AND CHARACTER, WHILE GIVING GUIDANCE AND ENCOURAGEMENT TO HELP YOUTH REALIZE THEIR POTENTIAL AND GIVE BACK TO THEIR COMMUNITY. THIS YEAR, THE YMCA: * INVOLVED 5,000 VOLUNTEERS IN GOVERNANCE AND PROGRAM DEVELOPMENT * GAVE OVER 16,000 YOUTH THE EXPERIENCE OF CAMP * INVOLVED OVER 850 LA-AREA TEENS IN THE YMCA'S YOUTH AND GOVERNMENT PROGRAM, A YEAR-ROUND CURRICULUM ON DEMOCRACY AND THE PROCESSES OF STATE GOVERNMENT, CULMINATING IN A 4-DAY MODEL LEGISLATURE SESSION IN SACRAMENTO. 67912962 true true false true false false false true true true false false false true true true false false false true false false true true true false true false true false false false false false false false false true false false false false true false false false false true 344 9 true 3000 true true true true CJ false false false true true false false false false X 50 49 false false false false false false false true true false true true true true true true true true true true false CA X Dan Cooper 2133512242 625 S New Hampshire Ave Los Angeles CA 900051342 A HOSTRUP FROM 2-11 50.00 X X 283204 0 24499 ALAN KREDITOR 1.00 X X 0 0 0 AVEDICK B POLADIAN 1.00 X X 0 0 0 BRYAN PALBAUM 1.00 X X 0 0 0 DAVID S DEVITO TO 11-11 1.00 X X 0 0 0 JAMES A COLLINS 1.00 X X 0 0 0 JOHN B EMERSON 1.00 X X 0 0 0 JOHN E ANDERSON TO 7-11 1.00 X X 0 0 0 JOHN F LLEWELLYN 1.00 X X 0 0 0 JOHN W ALDEN JR 1.00 X X 0 0 0 L ROSEN RETIRED 1-11 50.00 X X 354988 0 4849 MARK B HELM 1.00 X X 0 0 0 RICHARD G NEWMAN 1.00 X X 0 0 0 ROBERT J LOWE 1.00 X X 0 0 0 STEPHEN C MEIER 1.00 X X 0 0 0 STEPHEN F HINCHLIFFE JR 1.00 X X 0 0 0 THOMAS G MILLER 1.00 X X 0 0 0 TODD M KATZ 1.00 X X 0 0 0 W J ELLISON 1.00 X X 0 0 0 ANDREW E CROWELL 1.00 X 0 0 0 ANTON C GARNIER 1.00 X 0 0 0 BERNARD C PARKS 1.00 X 0 0 0 BILL APPLEGATE 1.00 X 0 0 0 BILL BROWNING TO 11-11 1.00 X 0 0 0 CHESTER PIPKIN 1.00 X 0 0 0 CRISTINA ROSE 1.00 X 0 0 0 DAVID REYES TO 9-11 1.00 X 0 0 0 DIANE DIXON FROM 1-12 1.00 X 0 0 0 DON FREEBERG TO 9-11 1.00 X 0 0 0 EARL E GALES JR 1.00 X 0 0 0 EILEEN KAMERICK FROM 9-11 1.00 X 0 0 0 EZUNIAL BURTS TO 5-11 1.00 X 0 0 0 FRANKLIN E ULF 1.00 X 0 0 0 GARY C PETROSINO 1.00 X 0 0 0 GLENVILLE A MARCH JR MD 1.00 X 0 0 0 J KRISTOFFER POPOVICH 1.00 X 0 0 0 JAMES G ELLIS TO 3-11 1.00 X 0 0 0 JANET W LAMKIN 1.00 X 0 0 0 JEFFERY M JOHNSON TO 3-11 1.00 X 0 0 0 JOHN B POWER 1.00 X 0 0 0 JOHN F COSGROVE 1.00 X 0 0 0 JOHN H SANDERS 1.00 X 0 0 0 JOHN H SEMCKEN III 1.00 X 0 0 0 KENNETH M DORAN 1.00 X 0 0 0 LEROY D BACA 1.00 X 0 0 0 LYNN A SULLIVAN FROM 11-11 1.00 X 0 0 0 MELVIN D LINDSEY FROM 3-11 1.00 X 0 0 0 MICHAEL W ALLMAN 1.00 X 0 0 0 PATRICK J NIEMANN FROM 1-12 1.00 X 0 0 0 R TODD DONEY 1.00 X 0 0 0 ROBERT J ABERNETHY 1.00 X 0 0 0 ROBERT J JORDAN 1.00 X 0 0 0 STEPHEN M KADENACY 1.00 X 0 0 0 STEVE SILK 1.00 X 0 0 0 STUART M KETCHUM 1.00 X 0 0 0 SURENDRA JAIN MD FROM 9-11 1.00 X 0 0 0 WALTER B ROSE FROM 11-11 1.00 X 0 0 0 WHITLEY C COLLINS 1.00 X 0 0 0 WILLIAM S MORTENSEN 1.00 X 0 0 0 D CASON TO 6-11 50.00 X 234460 0 29022 D COOPER FROM 8-11 50.00 X 67560 0 8107 D SUBLETT TO 12-11 50.00 X 251455 0 41082 K HIRAI 50.00 X 172334 0 25362 M BOWMAN TO 6-11 50.00 X 121476 0 12885 W STAPLETON 50.00 X 194174 0 34854 J STANTON 50.00 X 159883 0 23291 L GOGANZER 50.00 X 160623 0 21735 P DE FELICE 50.00 X 154404 0 23271 R CORONA 50.00 X 158731 0 27018 R SHAFER 50.00 X 199836 0 30908 S THOMAS 50.00 X 164466 0 18576 A SAMSON 50.00 X 145132 0 20589 D PRICE 50.00 X 120352 0 23302 G KOUBEK 50.00 X 123942 0 26255 J TURNER 50.00 X 126760 0 17709 R BIANCO TO 12-11 50.00 X 148392 0 16165 D GROGAN 30.00 X 138849 0 0 3481021 0 429479 28 true true false KOHL BUILDING MAINTENANCE 9538 TOPANGA CANYON BLVD CHATSWORTH CA 91311 BUILD MAINT 666843 CORE SERVICES CORPORATION 130 BELMONT DRIVE SOMERSET NJ 08873 IT CONSULT 556960 BLUE STATE DIGITAL INC 406 7TH STREET NW 3RD FLOOR WASHINGTON DC 20004 IT CONSULT 552383 LUCKMAN PARTNERSHIP INC 333 N GLENOAKS BLVD 505 LOS ANGELES CA 90069 CONSTRUCTION 498673 ORACLE AMERICA INC 1100 ABERNATHY ROAD ATLANTA GA 30328 IT CONSULT 406348 31 20722 1353245 -309 2496923 19709989 8086816 23580570 PROGRAMS FOR YOUTH DEVELOPMENT 813410 15323240 15323240 PROGRAMS FOR HEALTHY LIVING 813410 39943329 39943329 PROGRAMS FOR SOCIAL RESPONSIBILITY 813410 5454958 5454958 0 0 0 0 60721527 1291381 1291381 0 0 769880 40122 729758 0 729758 -303 730061 20839078 1801175 20213338 685783 625740 1115392 1741132 1741132 719777 1353245 685188 34589 34589 40376 30861 9515 9515 0 MISCELLANEOUS FEES 900099 369361 369361 INSURANCE SETTLEMENT 900099 263042 263042 RETURNED PAYMENT FEES 900099 71639 71639 872729 0 0 872729 1576771 89685243 60721527 -303 5383449 19850 19850 0 0 0 2670792 1555169 808435 307188 0 32880234 27488474 3650195 1741565 2391423 1886803 359318 145302 2106344 1698602 343477 64265 2770476 2328458 243555 198463 0 235045 69335 114599 51111 157533 157533 6687 6687 111982 111982 204628 204628 3734597 2886861 701299 146437 1019395 742928 67126 209341 2311106 1991794 143312 176000 964723 642450 224190 98083 0 9282121 9137784 140237 4100 1599605 1407479 128195 63931 0 1310094 845217 332331 132546 1705572 1656203 49369 0 5325970 5268957 57013 1578511 1445191 133320 SUPPLIES 3763881 3585962 44537 133382 EQUIPMENT RENTAL 2078022 1971251 106771 OTHER 1924360 1277507 645578 1275 0 0 0 0 80152951 67912962 8655018 3584971 0 3995588 4384626 1500035 10441903 8984240 952999 846828 20000 815159 716913 0 1009799 1348300 173585319 88610663 82047676 84974656 59643620 62751582 6811238 6882251 0 0 6239015 6202590 173477032 177091986 11599058 9589867 2132914 2417494 32044649 31137660 269135 220223 3363172 3153172 8604932 6793967 58013860 53312383 X 65161024 72630111 32602263 33321537 17699885 17827955 115463172 123779603 173477032 177091986 X 9532292 -1215861 X false true true X true true X 24035245 21797770 26323513 23297324 23580570 119034422 0 0 24035245 21797770 26323513 23297324 23580570 119034422 119034422 2870470 2882718 2459741 1797677 2061261 12071867 0 2093548 1253331 2234357 1201165 2336924 9119325 140225614 0.84890 0.79040 X OTHER INCOME, SCHEDULE A, PART II, LINE 10, DESCRIPTION - INSURANCE SETTLEMENT, COLUMN A - 825211, COLUMN B - 3900, COLUMN C - 1027075, COLUMN D - 109942, COLUMN E - 263042, COLUMN F - 2229170; DESCRIPTION - GROSS INCOME SPECIAL EVENTS, COLUMN A - 941976, COLUMN B - 825078, COLUMN C - 740865, COLUMN D - 580666, COLUMN E - 760153, COLUMN F - 3848738; DESCRIPTION - RETURNED PAYMENT FEES, COLUMN A - 63274, COLUMN B - 81107, COLUMN C - 76446, COLUMN D - 88951, COLUMN E - 71639, COLUMN F - 381417; DESCRIPTION - OTHER, COLUMN A - 263087, COLUMN B - 343246, COLUMN C - 389971, COLUMN D - 421606, COLUMN E - 433757, COLUMN F - 1851667; DESCRIPTION - ACCRUAL ADJ ON SETTLEMENT, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 808333, COLUMN F - 808333;, RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false true 3343 false false true 3343 false false 6686 false Description of the activities reported on Lines 1a through 1i Schedule C, Part II-B, Line 1 LOBBYING ACTIVITIES WHICH FURTHER THE GOALS AND MISSION OF THE YMCA BY SUPPORTING LEGISLATION INCLUDE WRITING LETTERS OF SUPPORT OF LEGISLATION, TESTIMONY BEFORE LEGISLATIVE COMMITTEES AND SPEAKING TO LEGISLATORS. true 269135 374905 423817 220223 true 45204864 1261682 424333 1728797 273538 44888544 38444728 2265294 6618793 1873365 250586 45204864 29319582 1304515 11105957 3038459 246867 38444728 43230741 1617107 -11861024 3471473 195769 29319582 0.43810 0.38090 0.18100 false false 17231217 17231217 136716267 75090172 61626095 384774 300371 84403 15849386 13220120 2629266 3403675 3403675 84974656 0 INSURANCE CLAIMS PAYABLE 4377146 OBLIG UNDER CAPITAL LEASES 391220 OBLIG UNDER SPLIT-INT AGREE 2025601 6793967 89685243 80152951 9532292 -1215861 569 -1215292 8317000 88509000 -1215861 -504 -1216365 89725365 -40122 -40122 89685243 80192000 40122 40122 80151878 1073 1073 80152951 Agent, trustee, custodian, or other intermediary arrangement Schedule D, Part IV, Line 1b THE ASSOCIATION SERVES AS THE CUSTODIAN FOR FUNDS HELD INDEPENDENTLY OF THE ASSOCIATION FOR CLUBS, YOUTH SPORTS TEAMS AND SPECIALIZED PROGRAMS, WHEN THESE OUTSIDE GROUPS DO NOT HOLD BANK ACCOUNTS. Explanation of escrow agreement Schedule D, Part IV, Line 2b THE ASSOCIATION SERVES AS THE CUSTODIAN FOR FUNDS HELD INDEPENDENTLY OF THE ASSOCIATION FOR CLUBS, YOUTH SPORTS TEAMS AND SPECIALIZED PROGRAMS, WHEN THESE OUTSIDE GROUPS DO NOT HOLD BANK ACCOUNTS. Intended uses of endowment funds Schedule D, Part V, Line 4 THE ASSOCIATION'S ENDOWMENT FUNDS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE ORGANIZATION MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD AND PURPOSE, AS WELL AS UNRESTRICTED FUNDS FUNCTIONING AS ENDOWMENT. THE ASSOCIATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ASSETS THAT ATTEMPT TO PROVIDE SUFFICIENT INCOME TO SUSTAIN FUNDING TO PROGRAMS SUPPORTED BY ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT. THE ASSOCIATION HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR A PERCENTAGE OF THE THREE YEAR TRAILING AVERAGE OF THE FAIR VALUE OF THE ENDOWMENT AS OF AUGUST 31 OF THE PRIOR YEAR. THE DISTRIBUTION RATE FOR THE YEAR ENDING FEBRUARY 29, 2012 WAS 4%. ADDITIONAL TERM ENDOWMENT DISTRIBUTIONS MAY BE MADE IN ACCORDANCE WITH DONOR RESTRICTIONS. ADDITIONAL DISTRIBUTIONS OF UNRESTRICTED FUNDS FUNCTIONING AS ENDOWMENT MAY BE MADE IN ACCORDANCE WITH ASSOCIATION NEEDS. FIN 48 (ASC 740) footnote Schedule D, Part X, Line 2 THE ASSOCIATION WAS ORGANIZED PURSUANT TO THE GENERAL NONPROFIT CORPORATION LAW OF THE STATE OF CALIFORNIA. THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE. THE ASSOCIATION IS ALSO EXEMPT FROM CALIFORNIA FRANCHISE TAXES AND CERTAIN GENERAL COUNTY REAL AND PERSONAL PROPERTY TAXES UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. HOWEVER, THE ASSOCIATION IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON, AND NOT IN FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. NO INCOME TAX PROVISION HAS BEEN RECORDED AS THE NET INCOME, IF ANY, FROM ANY UNRELATED TRADE OR BUSINESS, IN THE OPINION OF MANAGEMENT, IS NOT MATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. TAX POSITIONS TAKEN RELATED TO THE ASSOCIATION'S TAX EXEMPT STATUS, UNRELATED BUSINESS ACTIVITIES TAXABLE INCOME AND DEDUCTIBILITY OF EXPENSES AND OTHER MISCELLANEOUS TAX POSITIONS HAVE BEEN REVIEWED, AND MANAGEMENT IS OF THE OPINION THAT MATERIAL POSITIONS TAKEN BY THE ASSOCIATION WOULD MORE LIKELY THAN NOT BE SUSTAINED BY EXAMINATION. ACCORDINGLY, THE ASSOCIATION HAS NOT RECORDED AN INCOME TAX LIABILITY FOR UNCERTAIN TAX BENEFITS. AS OF FEBRUARY 29, 2012, THE ASSOCIATION'S TAX YEARS ENDING FEBRUARY 28, 2008 THROUGH FEBRUARY 29, 2012 REMAIN SUBJECT TO EXAMINATION. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 3750000 3750000 false false true false false false Method used to account for expenditures on organization's financial statements Schedule F, Part I, Line 3 CENTRAL AMERICA AND THE CARIBBEAN: BOOK VALUE X X X X X X X true NETZEL GRIGSBY ASSOCIATES INC CAMPAIGN FEASIBILITY false 831131 80402 750729 COMMUNITY COUNSELING SERVICE CAMPAIGN CONSULTANT false 453568 18000 435568 JAMES LOONEY FUND RAISING CONSULTANT LLC CAMPAIGN CONSULTANT false 19798948 13580 19785368 21083647 111982 20971665 CA STAIR CLIMB 446045 442399 3646 35329 2936 72476 DINNER 229440 214240 15200 4274 17596 12733 21 1397537 696606 700931 100560 209063 3900 226321 2073022 1353245 719777 0 0 140163 229595 3900 311530 685188 34589 0 0 0 0 0 0 0 0 0 0 40376 1000 29627 0 234 40376 1000 29627 0 234 30861 9515 CA true false true false 0 1 DAN COOPER - CHIEF FINANCIAL OFFICER 625 S NEW HAMPSHIRE AVENUE LOS ANGELES CA 90005 false DAN COOPER - CHIEF FINANCIAL OFFICER ALL RELATED FINANCIAL AND ACCOUNTING SER true TIJUANA YMCA EMER FUND - YMCA OF SAN DIEGO 3708 RUFFIN ROAD SAN DIEGO CA 92123 952039198 501C3 15000 1 0 Procedures for monitoring use of grant funds Schedule I, Part I, Line 2 GRANTS ARE MADE TO QUALIFYING 501C3 ORGANIZATIONS WHOSE MISSIONS ARE COMPATIBLE WITH THE ASSOCIATION'S MISSION OF BUILDING STRONG KIDS, STRONG FAMILIES AND STRONG COMMUNITIES. GRANTEES ARE SELECTED BY THE PRESIDENT WHO MONITORS THE WORK OF THE ORGANIZATIONS WHO RECEIVE GRANT FUNDS THROUGH EMAIL AND CONVERSATIONS WITH GRANTEES, PARTICIPATES IN THE GRANTEES PROGRAMS, AND HAS A STRONG FAMILIARITY WITH THE GRANTEE'S OPERATIONS. X X X X true true false false false false false false false A HOSTRUP FROM 2-11 283204 0 0 0 0 0 23021 0 1478 0 307703 0 0 0 L ROSEN RETIRED 1-11 29772 0 0 0 325216 0 3106 0 1743 0 359837 0 0 0 D CASON TO 6-11 233937 0 0 0 523 0 21778 0 7244 0 263482 0 0 0 W STAPLETON 193625 0 0 0 549 0 20264 0 14590 0 229028 0 0 0 D SUBLETT TO 12-11 191796 0 0 0 59659 0 25989 0 15093 0 292537 0 0 0 P DE FELICE 154004 0 0 0 400 0 15635 0 7636 0 177675 0 0 0 K HIRAI 171913 0 0 0 421 0 17449 0 7913 0 197696 0 0 0 S THOMAS 163546 0 0 0 920 0 16478 0 2098 0 183042 0 0 0 L GOGANZER 160223 0 0 0 400 0 16152 0 5583 0 182358 0 0 0 R SHAFER 199286 0 0 0 550 0 20549 0 10359 0 230744 0 0 0 J STANTON 158976 0 0 0 907 0 16100 0 7191 0 183174 0 0 0 R CORONA 158328 0 0 0 403 0 16460 0 10558 0 185749 0 0 0 A SAMSON 144774 0 0 0 358 0 14651 0 5938 0 165721 0 0 0 R BIANCO TO 12-11 148043 0 0 0 349 0 14813 0 1352 0 164557 0 0 0 D GROGAN 138849 0 0 0 0 0 0 0 0 0 138849 0 0 0 G KOUBEK 123528 0 0 0 414 0 13258 0 12997 0 150197 0 0 0 Severance or change-of-control payment Schedule J, Part I, Line 4a D SUBLETT RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $58,975 IN 2011. THIS WAS REFLECTED IN MS. SUBLETT'S 2011 FORM W-2. Supplemental nonqualified retirement plan Schedule J, Part I, Line 4b L ROSEN 457(F) "TOP HAT" PLAN IN 2001, THE BOARD OF DIRECTORS AUTHORIZED THE ESTABLISHMENT OF A 457(F) "TOP HAT" PLAN FOR ANY YMCA EMPLOYEE WHOSE COMPENSATION EXCEEDED THE LIMITS FOR CONTRIBUTIONS TO THE EMPLOYEE'S ACCOUNT IN THE YMCA RETIREMENT FUND QUALIFIED PLAN. AT THE TIME THE ACTION WAS TAKEN, ONLY MR. ROSEN, THE ASSOCIATION'S PRESIDENT AND CEO, QUALIFIED FOR THE PLAN. IN MR. ROSEN'S CASE, EACH YEAR STARTING IN 2000 AND CONTINUING UNTIL MR. ROSEN WAS NO LONGER EMPLOYED BY THE YMCA OF METROPOLITAN LOS ANGELES, THE ASSOCIATION ACCRUED PRINCIPAL IN AN AMOUNT EQUAL TO THE AMOUNT PAID INTO THE YMCA RETIREMENT FUND ON BEHALF OF AN EMPLOYEE ON COMPENSATION THAT EXCEEDED THE LIMIT FOR CONTRIBUTIONS TO A QUALIFIED PLAN. THE LIMIT IN 2000 WAS $170,000 AND WAS ADJUSTED ANNUALLY. THE PRINCIPAL ACCRUED ANNUAL INTEREST WHICH WAS PAID MONTHLY AT A RATE EQUAL TO THE RATE CREDITED TO EACH EMPLOYEE'S ACCOUNT BY THE YMCA RETIREMENT FUND. IN ADDITION, THE BOARD APPROVED ADDITIONAL CONTRIBUTIONS TO THE PLAN BASED ON PERFORMANCE AND RETENTION COMPENSATION. THE STATUS OF THE ACCRUED PRINCIPAL AND INTEREST IN MR. ROSEN'S 457(F) PLAN ACCOUNT WAS REPORTED ANNUALLY BY THE ASSOCIATION'S EVP FINANCE/CFO TO THE CHAIRMAN OF THE YMCA BOARD OF DIRECTORS, THE CHAIRMAN OF THE YMCA'S FINANCE & INSURANCE COMMITTEE, AND MR. ROSEN. THE REPORT DETAILED THE ACCOUNT BALANCE, CONTRIBUTIONS TO THE ACCOUNT IN THE PAST YEAR, INTEREST CREDITED TO THE ACCOUNT, AND THE METHODS USED TO CALCULATE THOSE CONTRIBUTIONS AND CREDITS. THE ACTIVITY IN THIS ACCOUNT WAS RECORDED IN THE ASSOCIATION'S FINANCIAL STATEMENTS. IN JANUARY 2011, MR. ROSEN'S EMPLOYMENT WITH THE YMCA OF METROPOLITAN LOS ANGELES CEASED AND HE WAS PAID OUT THE BALANCE OF $325,098. THIS PAYMENT WAS REFLECTED ON MR. ROSEN'S 2011 FORM W-2. X 7 51153 FMV ON RECEIPT DATE X 1 5683000 APPRAISED VALUE X ATTACHMENT 1 7057 2352663 SEE ATTACHMENT 1 0 false true false ATTACHMENT 1 - OTHER NONCASH CONTRIBUTIONS SCHEDULE M, PART I, LINE 25 DESCRIPTION / # OF CONTRIBUTIONS / REVENUES / METHOD RAFFLE ITEMS / 238 / $29,627 / FMV ON RECEIPT DATE SILENT AUCTION / 11 / $1,825 / FMV ON RECEIPT DATE CHANGE IN VALUE - SPLIT INTEREST / 55 / $234,841 / EST. OF NET REAL VALUE PLEDGE RECEIVABLE / 6,753 / $2,086,370 / NPV MULTI & NEW PLEDGES Number of contributions or items contributed. Schedule M, part I, column (b), Line 9 Number of contributions or items contributed. Schedule M, part I, column (b), Line 16 Number of contributions or items contributed. Schedule M, part I, column (b), Line other=ATTACHMENT 1 EXEMPT PURPOSE FORM 990, PART III, LINE 4 THE YMCA OF METROPOLITAN LOS ANGELES IS A VOLUNTEER-LED NON-PROFIT ORGANIZATION DEDICATED TO PUTTING JUDEO-CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD A HEALTHY SPIRIT, MIND AND BODY FOR ALL. THE ASSOCIATION'S 25 BRANCHES, 64 SCHOOL-BASED CHILD CARE CENTERS, 13 AFTER SCHOOL ENRICHMENT PROGRAMS, 9 PRESCHOOL SITES, 4 TEEN CENTERS AND 4 WILDERNESS CAMPS PROVIDE PROGRAMS THAT NURTURE THE POTENTIAL OF KIDS, PROMOTE HEALTHY LIVING AND FOSTER A SENSE OF SOCIAL RESPONSIBILITY ACROSS 100 MILES OF LOS ANGELES COUNTY, FROM THE ANTELOPE VALLEY TO SAN PEDRO. THANKS TO THE YMCA'S DONORS AND VOLUNTEERS, YMCA MEMBERSHIP AND PROGRAMS ARE OPEN TO ALL AT AN AFFORDABLE COST. Review of form 990 by governing body Form 990, Part VI, Section B, Line 11b A COPY OF THE DRAFT FORM 990 WAS PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW. FOLLOWING THIS REVIEW, A COMPLETE DRAFT WAS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW. IT WAS SUBSEQUENTLY FILED WITH THE INTERNAL REVENUE SERVICE. Conflict of interest policy Form 990, Part VI, Section B, Line 12c UNDER THE TERMS OF THE ASSOCIATION'S COMPREHENSIVE CONFLICT OF INTEREST POLICY, ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS, KEY EMPLOYEES AND EXECUTIVE DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. THE DISCLOSURE FORMS ARE SUBMITTED TO THE ASSISTANT TO THE PRESIDENT, WHO COMPILES THE RESPONSES TO THE DISCLOSURE FORMS ON A DOCUMENT THAT IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. THE AUDIT COMMITTEE REPORTS ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO THE BOARD OF DIRECTORS. ALL INDIVIDUALS WHO ARE REQUIRED TO COMPLETE THE CONFLICT OF INTEREST FORM ARE ALSO REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST PRIOR TO ANY TRANSACTION ON AN ONGOING BASIS. Process used to establish compensation of top management official Form 990, Part VI, Section B, Line 15a THE ASSOCIATION'S PERSONNEL AND STAFF DEVELOPMENT COMMITTEE, UNDER THE AUTHORITY OF THE BOARD OF DIRECTORS, CONDUCTS AN ANNUAL INDEPENDENT REVIEW OF THE TOTAL COMPENSATION FOR SENIOR EXECUTIVES. THE COMMITTEE, MADE UP OF INDEPENDENT VOLUNTEERS, REVIEWS COMPARABLE DATA FOR THE COMPENSATION PACKAGE OF ALL OFFICERS AND KEY EMPLOYEES TO THE COMPENSATION PROVIDED TO INDIVIDUALS IN SIMILAR POSITIONS AT OTHER DIRECT SERVICE PROVIDERS AND YMCAS WITH SIMILAR REVENUE, MEMBERSHIP, NUMBER OF EMPLOYEES AND SERVICE AREAS, AND PREPARES A PROPOSED COMPENSATION PACKAGE FOR EACH OFFICER AND KEY EMPLOYEE. PROPOSED SALARY ADJUSTMENTS ARE REVIEWED AND APPROVED BY THE PERSONNEL AND STAFF DEVELOPMENT COMMITTEE, AND ARE THEN APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. Process used to establish compensation of other officers/key employees Form 990, Part VI, Section B, Line 15b SEE FORM 990, PART VI, LINE 15A Governing documents, conflict of interest policy and financial statements available to the public Form 990, Part VI, Section C, Line 19 THE ASSOCIATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND INTERNAL REVENUE SERVICE FORMS 990 AND 990-T ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE CORPORATE OFFICE AT 625 S. NEW HAMPSHIRE AVENUE, LOS ANGELES, CA 90005. Other changes in net assets or fund balances Form 990, Part XI, Line 5 NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - -1215861; CHARITABLE REMAINDER TRUST #1 CRUT CA YMCA METRO LA TRUST 15646 0.23 CHARITABLE REMAINDER TRUST #2 CRUT CA YMCA METRO LA TRUST 31491 0.58 CHARITABLE REMAINDER TRUST #3 CRUT CA YMCA METRO LA TRUST 109716 0.72 CHARITABLE REMAINDER TRUST #4 CRUT CA YMCA METRO LA TRUST 9323 0.03 CHARITABLE REMAINDER TRUST #5 CRUT CA YMCA METRO LA TRUST 1290 0.02 CHARITABLE REMAINDER TRUST #6 CRUT CA YMCA METRO LA TRUST 40765 0.35 CHARITABLE REMAINDER TRUST #7 CRUT CA YMCA METRO LA TRUST 34173 0.38 CHARITABLE REMAINDER TRUST #8 CRUT CA YMCA METRO LA TRUST 2583 0.29 CHARITABLE REMAINDER TRUST #9 CRUT CA YMCA METRO LA TRUST 44095 0.38 CHARITABLE REMAINDER TRUST #10 CRUT CA YMCA METRO LA TRUST 35721 0.58 CHARITABLE REMAINDER TRUST #11 CRUT CA YMCA METRO LA TRUST 18900 0.5 CHARITABLE REMAINDER TRUST #12 CRUT CA YMCA METRO LA TRUST 108944 0.3 CHARITABLE REMAINDER TRUST #13 CRAT CA YMCA METRO LA TRUST CHARITABLE REMAINDER TRUST #14 CRUT CA YMCA METRO LA TRUST 64602 0.37 CHARITABLE REMAINDER TRUST #15 CRUT CA YMCA METRO LA TRUST 15426 0.48 CHARITABLE REMAINDER TRUST #16 CRUT CA YMCA METRO LA TRUST 4995 0.35 CHARITABLE REMAINDER TRUST #17 CRUT CA YMCA METRO LA TRUST 2173 0.15 CHARITABLE REMAINDER TRUST #18 CRUT CA YMCA METRO LA TRUST 97357 0.62 CHARITABLE REMAINDER TRUST #19 CRUT CA YMCA METRO LA TRUST 27842 0.4 CHARITABLE REMAINDER TRUST #20 CRUT CA YMCA METRO LA TRUST 25234 0.36 CHARITABLE REMAINDER TRUST #21 CRUT CA YMCA METRO LA TRUST 2988 0.11 CHARITABLE REMAINDER TRUST #22 CRUT CA YMCA METRO LA TRUST 2220 0.05 CHARITABLE REMAINDER TRUST #23 CRUT CA YMCA METRO LA TRUST 2588 0.08 CHARITABLE REMAINDER TRUST #24 CRUT CA YMCA METRO LA TRUST CHARITABLE REMAINDER TRUST #25 CRAT CA YMCA METRO LA TRUST CHARITABLE REMAINDER TRUST #26 CRUT CA YMCA METRO LA TRUST 28922 0.17 CHARITABLE REMAINDER TRUST #27 CRUT CA YMCA METRO LA TRUST 47080 0.19 CHARITABLE REMAINDER TRUST #28 CRUT CA YMCA METRO LA TRUST 30630 0.8 POOLED INCOME FUND POOLED INC FD CA YMCA METRO LA TRUST 2252 0.6 false false false false false false false false false false false false false false false false false false