2012-03-29T05:47:36-05:00 2011-08-31 DROLET & ASSOCIATES PLLC 1901 L STREET NW SUITE 250 WASHINGTON DC 20036 990 2010-09-01 131624103 YWCA OF THE USA YWCA 2024670801 2025 M STREET NW NO 550 WASHINGTON DC 20036 CHARLENE PEDROLIE 2024670801 2012-03-28 1 HOLLY CAPORALE 2028220717 2010 2016-02-24 21:20:13Z GLORIA LAU 2025 M STREET NW NO 550 WASHINGTON DC 20036 7694455 0 X WWW.YWCA.ORG X 1907 NY TO EMPOWER WOMEN AND ELIMINATE RACISM 23 23 12 0 0 0 811503 484972 2610 89440 221041 1753116 226445 185171 1261599 2512699 234328 115000 0 0 990477 1110648 68039 0 324816 2393819 2962395 3686663 4188043 -2425064 -1675344 54666015 58113051 1048237 838734 53617778 57274317 X TO EMPOWER WOMEN AND ELIMINATE RACISM 0 0 443698 10000 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. 422119 105000 GLOBAL INITIATIVES: PROMOTES PARTNERSHIPS AND RELATIONSHIP-BUILDING WITH THE WORLD YWCA AND OTHER YWCAS WORLDWIDE AND ADVOCATES INTERNATIONAL PUBLIC POLICIES CONSISTENT WITH MISSION. 303936 89440 LOCAL INITIATIVES: PROVIDES SUPPORT TO REGIONS AND LOCAL ASSOCIATIONS. 200136 COMMUNICATIONS: BUILDS UNIFIED CORPORATE IDENTITY AND VISIBILITY. CONVEYS MISSION, PROGRAMS, AND SERVICES OF THE YWCA USA WITH INTENTIONAL AND COORDINATED EFFORTS. 200136 1369889 1 1 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 12 0 1 12 1 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 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 EILEEN MERSHART 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 FELICIA COLLINS-CORREIA 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 AZURI RUIZ 1.00 X 0 0 0 LOIS COOK STEELE 1.00 X 0 0 0 MARY WERTZBERGER 1.00 X 0 0 0 KAREN SCHWARZWALDER 1.00 X 0 0 0 JANET MARCOTTE 1.00 X 0 0 0 CHANETA MONTOBAN 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 LORRAINE COLE 35.00 X 357280 0 1944 GLORIA LAU 35.00 X 52184 0 201 409464 0 2145 1 0 1 0 BLACKBAUD INC 2000 DANIEL ISLAND DRIVE CHARLESTON SC 29492 SOFTWARE HOSTING 130534 DORO MARKETING SERVICES LLC 4938 HAMPDEN LANE 188 BETHESDA MD 20814 MARKETING 123150 2 484972 484972 MEETING & CONFERENCES 900099 89440 89440 89440 1393724 1393724 233092 103122 129970 129970 129970 5438026 5078634 359392 359392 359392 OTHER INCOME 900099 55201 55201 55201 2512699 144641 0 1883086 10000 10000 105000 105000 354536 53258 298530 2748 571578 172919 302218 96441 37708 37708 97220 15857 80460 903 49606 13353 30324 5929 43693 727 39722 3244 144241 144241 311505 311505 586133 370960 160952 54221 34630 9512 23103 2015 661501 661501 293481 74095 218442 944 127584 74147 53437 22347 22347 59408 59408 WORLD YWCA ALLOCATION 249582 249582 ALLOCA. OF INDIRECT EXP 0 121132 -169727 48595 REORGANIZATION 66296 66296 COMMUNICATIONS 65766 5735 59866 165 TEMPORARY PERSONNEL 52643 12353 8452 31838 243585 81259 84553 77773 4188043 1369889 2493338 324816 526564 1112799 148825 88165 127593 206126 5484518 2918705 2691282 2565813 1285377 1138481 49816274 52936667 70100 65000 54666015 58113051 919099 704523 129138 134211 1048237 838734 X 45144545 48480004 2133582 2454662 6339651 6339651 53617778 57274317 54666015 58113051 X -1675344 5331883 X X 0 1 1 X 0 X 2067256 397148 755630 811503 484972 4516509 2067256 397148 755630 811503 484972 4516509 752843 3763666 2333704 2005023 1778102 1477792 1626816 9221437 16200 20596 10392 99567 55201 201956 13939902 608784 0.27000 0.27670 X AS A STRONG ORGANIZATION WITH A HISTORY OF PUBLIC SUPPORT THAT SPANS MORE THAN 150 YEARS, THE YWCA USA IS POSITIONED TO FOSTER GROWTH AND LEVERAGE THE POWERFUL WORK OF ITS 1300 YWCA SERVICE SITE LOCATIONS ALL OVER THE COUNTRY. FIVE PUBLIC SUPPORT FACTORS1- A SIGNIFICANT PORTION OF SUPPORT FOR THE YWCA USA IS GAINED FROM ENDOWMENT INTEREST AND DIVIDENDS. 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 CONTINUALLY INVESTED TO ENSURE FUTURE SUSTAINABILITY OF THE ORGANIZATION.2- SOURCES OF SUPPORT FOR THE YWCA USA INCLUDE A LARGE AND DIVERSE GROUP OF SEVERAL THOUSAND INDIVIDUALS, FOUNDATIONS, BUSINESSES AND ORGANIZATIONS FROM ACROSS THE COUNTRY. GIFTS RANGE FROM SMALL TO MAJOR, AND INCLUDE GRANTS AND LEGACIES. 3- THE YWCA USA'S NATIONAL COORDINATING BOARD (NCB) CURRENTLY CONSISTS OF LEAD STAFF AND VOLUNTEERS ELECTED FROM EACH OF NINE ORGANIZATIONAL REGIONS. ITS CHARGE DOES NOT INCLUDE FUNDRAISING. THE NCB IS VERY AWARE OF THE PUBLIC SUPPORT ISSUE AND IS WORKING WITH STAFF LEADERSHIP TO IMPLEMENT SOLUTIONS. AS ONE EXAMPLE, WE ARE ASSEMBLING AN ADVISORY GROUP WHICH WILL BE TASKED EXPLICITLY WITH RAISING PUBLIC SUPPORT. 4- THE YWCA USA PROVIDES SIGNIFICANT SUPPORT AND SERVICES TO LOCAL YWCA AFFILIATES (NINE REGIONAL OFFICES AND 1300 YWCA SERVICE SITES) AND THE WORLD YWCA, BOTH OF WHICH PROVIDE DIRECT SERVICES TO THE GENERAL PUBLIC ON A CONTINUAL BASIS. THE YWCA USA ALSO PROVIDES RELATED ADVOCACY AND EDUCATIONAL SERVICES. TODAY WE ARE EXPANDING THE NATIONAL ORGANIZATION WITH AN AGGRESSIVE CAMPAIGN TO ENGAGE NEW CONSTITUENTS, WHO WE EXPECT TO PARTICIPATE AS VOLUNTEERS AND FUNDERS AT ALL LEVELS. 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.ACTIONS TAKEN, PLANS AND STRATEGYA STRATEGY WAS DEVELOPED TO INCREASE PUBLIC SUPPORT FUNDING. KEY ACTIONS HAVE BEEN TAKEN TO IMPLEMENT THIS STRATEGY. WE ARE CONTINUING TO FOCUS OUR EFFORTS THAT WILL RESULT IN AN INCREASE IN PUBLIC SUPPORT FUNDING. SOME OF THE ACTIONS THAT ARE BEING TAKEN ARE: GROWING AND DIVERSIFYING THE FUNDING BASE TO INCLUDE A NEW GENERATION OF PHILANTHROPISTS, RESTORING RELATIONSHIPS WITH LAPSED DONORS, INCREASING NATIONAL VISIBILITY THROUGH SOCIAL NETWORKING, CELEBRITY SUPPORT AND TRADITIONAL MEDIA AND LEVERAGING OUR HISTORIC BRAND. THESE STRATEGIES, ALONG WITH AN INCREASE IN COLLABORATION ACROSS OUR NETWORK AND OTHERS, WILL GENERATE SIGNIFICANT PUBLIC SUPPORT FROM INDIVIDUAL DONORS, FOUNDATIONS, CORPORATIONS, ORGANIZATIONS, GOVERNMENTS AND AGENCIES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 52152331 382459 6942682 3585221 55892251 51789180 329892 3244497 3211238 52152331 63945259 -8656737 3499342 51789180 0.86000 0.11000 0.03000 0 0 1146065 1146065 4124861 2784190 1340671 1021 207 814 212571 134308 78263 2565813 WELLINGTON COMMON TRUST FUNDS 52936667 F 52936667 DEFERRED RENT CONCESSIONS 11188 SECURITY DEPOSIT 123023 134211 2512699 4188043 -1675344 5331883 5331883 3656539 7844582 5331883 5331883 2512699 0 2512699 4188043 0 4188043 0 4188043 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: 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 YWCA WORLD SERVICE COUNCIL N/A 105000 0 0 0 105000 0 105000 EUROPE SERVICE COUNCIL 105000 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 WORD YWCA IS RESPONSIBLE FOR CORRECTIVE ACTIONS AND NOTIFYING THE YWCA USA. 1 WOMEN'S POLICY INC 409 12TH STREET SW NO 310 WASHINGTON DC 20024 521914894 501(C)(3) 10000 CHARITABLE ACTIVITIES 1 X 1 1 0 0 0 0 0 0 0 LORRAINE COLE 211272 0 0 0 146008 0 0 0 1944 0 359224 0 23000 0 PART I, LINES 4A-B LORRAINE COLE, CEO RECEIVED A DEFERRED COMPENSATION PAYMENT OF $50,000 AND A SEVERANCE PAYMENT OF $75,973. 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 NATIONAL COORDINATING BOARD AND THE ASSET MANAGEMENT COMMITTEE. 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: 5,331,883. FORM 990, PART XI, LINE 2C: THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS ASSUME RESPONSIBILIY FOR THE AUDIT AND SELECTION OF INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. THIS RETURN IS BEING FILED BETWEEN MARCH 1, 2012, AND MARCH 30, 2012, AS DIRECTED BY THE IRS IN NOTICE 2012-4, BECAUSE ELECTRONIC FILING WAS NOT AVAILABLE JANUARY 1, 2012 THROUGH FEBRUARY 29, 2012. WE REQUEST THAT PENALTIES BE WAIVED BECAUSE IT WOULD BE INEQUITABLE TO IMPOSE A PENALTY ON US DUE TO THE UNUSUAL CIRCUMSTANCES REQUIRING US TO DELAY THE FILING OF THIS RETURN.