2012-08-03T13:22:54-05:00 2011-12-31 720136870 BOURGEOIS BENNETT LLC 111 VETERANS BLVD 17TH FLOOR METAIRIE LA 70005 990 2011-01-01 720423890 YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN NEW ORLEANS YOUN 5045689622 1050 S JEFFERSON DAVIS PARKWAY NO 241 NEW ORLEANS LA 70125 DAVID OZMORE 5045689622 2012-07-19 1 LAURENCE R HOLMES P00664488 5048314949 2011 2016-02-24 21:20:13Z DAVID OZMORE 1050 S JEFFERSON DAVIS PARKWAY NO 241 NEW ORLEANS LA 70125 6040505 0 X WWW.YMCANEWORLEANS.ORG X 1852 LA TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD A HEALTHY SPIRIT, MIND AND BODY FOR ALL. 34 34 506 250 0 0 1892786 2481047 2684170 3212512 -80970 9420 125549 267235 4621535 5970214 0 0 0 0 2981239 3708233 0 0 0 1797396 2243860 4778635 5952093 -157100 18121 13723941 13390842 8808556 8773437 4915385 4617405 TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD A HEALTHY SPIRIT, MIND AND BODY FOR ALL. 0 0 2093622 835323 YOUTH DEVELOPMENT. OUR YMCA IS COMMITTED TO NURTURING THE POTENTIAL OF EVERY CHILD AND TEEN. WE BELIEVE THAT ALL KIDS ARE AT RISK AND DESERVE THE OPPORTUNITY TO DISCOVER WHO THEY ARE AND WHAT THEY CAN ACHIEVE. THAT'S WHY WE HELP YOUNG PEOPLE CULTIVATE THE VALUES, SKILLS, AND RELATIONSHIPS THAT LEAD TO POSITIVE BEHAVIORS, BETTER HEALTH, AND EDUCATIONAL ACHIEVEMENT. OUR YMCA PROGRAMS SUCH AS ADVENTURE GUIDES, AQUATICS, DAY CAMP AND YOUTH SPORTS, OFFER A RANGE OF EXPERIENCES THAT ENRICH COGNITIVE, SOCIAL, PHYSICAL AND EMOTIONAL GROWTH. FINANCIAL ASSISTANCE OF $28,109 WAS GIVEN TO 372 MEMBERS. INCOME IS SHOWN NET OF FINANCIAL ASSISTANCE. 2355325 2009237 HEALTHY LIVING. THE Y IS A LEADING VOICE ON HEALTH AND WELL-BEING. WE BRING FAMILIES CLOSER TOGETHER, ENCOURAGE GOOD HEALTH, AND FOSTER CONNECTIONS THROUGH FITNESS, SPORTS, FUN, AND SHARED INTERESTS. AS A RESULT, OVER 13,000 PEOPLE IN OUR COMMUNITY ARE RECEIVING THE SUPPORT, TRAINING, AND RESOURCES THEY NEED TO ACHIEVE GREATER HEALTH IN SPIRIT, MIND, AND BODY. THIS IS PARTICULARLY IMPORTANT AS OUR NATION STRUGGLES WITH AN OBESITY CRISIS, FAMILIES STRUGGLE WITH WORK/LIFE BALANCE, AND INDIVIDUALS SEARCH FOR PERSONAL FULFILLMENT. OUR PROGRAMS ARE ACCESSIBLE, AFFORDABLE, AND OPEN TO ALL FAITHS, BACKGROUNDS, ABILITIES, AND INCOME LEVELS. IN 2011 WE PROVIDED $517,455 IN FINANCIAL ASSISTANCE TO 6,193 MEMBERS WHO OTHERWISE WOULD HAVE FACED ECONOMIC BARRIERS TO PARTICIPATION. 785108 367952 SOCIAL RESPONSIBILITY. OUR YMCA BELIEVES IN GIVING BACK AND SUPPORTING OUR NEIGHBORS. WE HAVE BEEN LISTENING AND RESPONDING TO OUR COMMUNITY'S MOST CRITICAL SOCIAL NEEDS FOR MORE THAN 150 YEARS. Y PROGRAMS, SUCH AS YMCA EDUCATIONAL SERVICES (YES!) ADULT LITERACY AND WORKFORCE DEVELOPMENT PROGRAM, WILSON AFTER SCHOOL PROGRAM, RIVER PARISHES YOUTH AND TEEN CENTERS AND HOME FOR THE HOLIDAYS WHICH SERVES HOLIDAY MEALS TO THE ELDERLY AND SHUT-INS ARE EXAMPLES OF HOW WE DELIVER TRAINING, RESOURCES, AND SUPPORT THAT EMPOWER OUR NEIGHBORS TO EFFECT CHANGE, BRIDGE GAPS, AND OVERCOME OBSTACLES. WE PROVIDED $197,793 OF SERVICES TO 175 PEOPLE WHO COULD NOT OTHERWISE AFFORD ADULT LITERACY SERVICES. 5234055 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 26 0 506 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 34 34 1 0 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X X DAVID OZMORE 5045689622 1050 S JEFFERSON DAVIS PARKWAY NEW ORLEANS LA 70125 SHERIFF MARLIN GUSMAN 1.00 X X 0 0 0 A KELTON LONGWELL- GOTTSCHE 1.00 X X 0 0 0 THEODORE BARKERDING 1.00 X X 0 0 0 CLAY BROOKS 1.00 X 0 0 0 BRANDON NELSON 1.00 X 0 0 0 ELDER GWIN 1.00 X 0 0 0 D MARK SINGLETARY 1.00 X 0 0 0 JOHN DIAS 1.00 X 0 0 0 DICK PINER 1.00 X 0 0 0 JOEL FUNDERBURK 1.00 X 0 0 0 G PRATT PROVOSTY 1.00 X X 0 0 0 JON LUTHER 1.00 X 0 0 0 KEN PICKERING 1.00 X 0 0 0 KING LOGAN 1.00 X 0 0 0 KURT EVANS 1.00 X 0 0 0 MARY MARGARET GORMAN 1.00 X 0 0 0 OP BOOTS HOFFMAN 1.00 X 0 0 0 RICHARD YANCEY 1.00 X 0 0 0 ROBERT HASSINGER 1.00 X 0 0 0 TIMOTHY H SCOTT 1.00 X 0 0 0 KAREN DEBLIEUX 1.00 X X 0 0 0 SCOTT DAVIS HARDIE 1.00 X 0 0 0 JUSTIN SCHMIDT 1.00 X 0 0 0 NEEL FALLIS 1.00 X X 0 0 0 C ALLEN FAVROT 1.00 X 0 0 0 DENISE JEFFERSON 1.00 X 0 0 0 HANS AB JONASSEN 1.00 X X 0 0 0 DAVID NIELSEN 1.00 X 0 0 0 JOHN K ROBERTS JR 1.00 X 0 0 0 DENNIS PFEFFERLE 1.00 X 0 0 0 CLAUDELLE VALLETTE 1.00 X 0 0 0 MIKE RODRIGUE 1.00 X 0 0 0 JIM KELLY 1.00 X 0 0 0 DAVID OZMORE 50.00 X 143294 0 18577 143294 0 18577 1 0 1 0 LAMAR CONTRACTORS INC 481 SUGARLAND PARKWAY LULING LA 70070 BUILDING CONTRACTOR 1718618 STUDIO HOPE LLC DBA MODERN MARKET 3138 MAGAZINE STREET STE C NEW ORLEANS LA 70115 FURNITURE STORE 119370 TOM LANDRY II 517 SORAPARU LOFT 304 NEW ORLEANS LA 70130 BUILDING CONTRACTOR 119282 3 197683 642015 1641349 12507 2481047 HEALTHY LIVING 624110 2009237 2009237 YOUTH DEVELOPMENT 624110 835323 835323 SOCIAL RESPONSIBILITY 624100 367952 367952 3212512 9530 9530 21980 0 21980 21980 21980 110 -110 -110 -110 139079 70181 68898 68898 11100 0 11100 11100 BELOW MARKET LOAN 900099 81237 81237 BC ENTERPRISE TAX CRED 900099 76320 76320 MISCELLANEOUS INCOME 900099 7700 7700 165257 5970214 3212512 0 276655 143294 35824 107470 2961220 2762304 198916 352177 310672 41505 251542 228765 22777 455288 315590 139698 32132 26585 5547 281001 245000 36001 47341 30866 16475 38393 24547 13846 253722 223729 29993 73763 70339 3424 359291 357215 2076 106190 25484 80706 SUPPLIES 306745 301992 4753 EQUIPMENT - MAINTENANCE 131458 124974 6484 EQUIPMENT 114388 114388 TELEPHONE 30720 26589 4131 13428 9192 4236 5952093 5234055 718038 0 2987061 354490 782186 404990 65043 91127 15069910 2816947 9548727 12252963 340924 287272 13723941 13390842 680572 1019507 11937 90237 7431367 7446181 684680 217512 8808556 8773437 X 3391129 3743542 1495386 873863 28870 0 4915385 4617405 13723941 13390842 X 18121 -316101 X 0 1 1 X 0 X 5165266 5587118 3633298 1892786 2481047 18759515 1522096 1429773 1006782 2848187 3223612 10030450 79255 87142 14325 180722 6766617 7104033 4654405 4740973 5704659 28970687 2000000 2500000 562000 93520 90340 5245860 0 2000000 2500000 562000 93520 90340 5245860 23724827 11333 59041 36545 58239 31510 196668 11333 59041 36545 58239 31510 196668 11262 60530 112352 9409 84020 277573 6789212 7223604 4803302 4808621 5820189 29444928 0.80570 0.79960 0.00670 0.00670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1913929 1913929 10912842 1410996 9501846 524407 85765 438642 1718732 1320186 398546 12252963 OTHER LIABILITIES 4094 CAPITAL LEASES PAYABLE 149485 NATIONAL DUES PAYABLE 63933 217512 5970214 5952093 18121 -116870 19347 -218576 -2 -316101 -297980 6064443 19347 187734 207081 5857362 112852 112852 5970214 5960099 8006 8006 5952093 0 5952093 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: ACCOUNTING STANDARDS PROVIDE DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THESE STANDARDS REQUIRE AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED ON EXAMINATION. AS OF DECEMBER 31, 2011, MANAGEMENT BELIEVES THE ASSOCIATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ASSOCIATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST AND FINANCE COSTS. TAX YEARS ENDED DECEMBER 31, 2008 AND LATER REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES. PART XI, LINE 8 - OTHER ADJUSTMENTS: ROUNDING -2. PART XI, LINE 10- EXCESS OR (DEFICIT): IN THE 2011 AUDITED FINANCIAL STATEMENTS, A RESTATEMENT AMOUNT OF ($218,576) OF UNRESTRICTED NET ASSETS WAS RECORDED AS OF THE BEGINNING OF THE YEAR BALANCES DUE TO A CORRECTION OF PREVIOUSLY UNRECORDED LIABILITY AND LOSS ON A DERIVATIVE. THE 2011 RETURN FOR 2010 INFORMATION MATCHES THE 2010 RETURN FILED. SINCE THE RESTATEMENT AFFECTS THE BALANCE SHEET, THERE WAS NO ADJUSTMENT TO THE CURRENT YEAR REVENUE AND EXPENSES. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY INCOME INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS. PART XII, LINE 4B - OTHER: $112,850 IS RELATED PARTY REVENUE FROM Y-GNO FINANCE, INC. $2 IS A ROUNDING ADJUSTMENT. PART XIII, LINE 2D - OTHER: $8,006 IS RELATED PARTY EXPENSES PAID TO Y-GNO FINANCE, INC. WST GOLF TOURNAMENT 52085 52085 12675 CORPORATE CUP 31526 31526 38759 4 55468 55468 18747 139079 139079 70181 70181 68898 X X 0 0 0 0 0 0 0 0 0 DAVID OZMORE 143294 0 0 0 0 0 18577 0 0 0 161871 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 JUSTIN SCHMIDT, A CURRENT MEMBER OF THE BOARD OF DIRECTORS, IS THE SON-IN-LAW OF ROBERT HASSINGER, WHO IS ALSO A CURRENT MEMBER OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS BYLAWS IN 2010. FORM 990, PART VI, SECTION A, LINE 6 OUR ORGANIZATION IS A PUBLIC CHARITY OPEN TO ALL WITHOUT REGARD TO ABILITY TO PAY. OUR MEMBERS HAVE THE RIGHT TO ELECT MEMBERS OF THE BOARD, BUT DO NOT RECEIVE ANY DISTRIBUTIONS OF INCOME OR ASSETS FROM THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A OUR ORGANIZATION IS A PUBLIC CHARITY OPEN TO ALL WITHOUT REGARD TO ABILITY TO PAY. OUR MEMBERS HAVE THE RIGHT TO ELECT MEMBERS OF THE BOARD, BUT DO NOT RECEIVE ANY DISTRIBUTIONS OF INCOME OR ASSETS FROM THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 AND FINANCIALS ARE PRESENTED TO THE BOARD AND EXECUTIVE COMMITTEE FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED ANNUALLY BY THE BOARD MEMBERS. THE SIGNED POLICIES ARE KEPT IN THE ORGANIZATION'S OFFICES. FORM 990, PART VI, SECTION B, LINE 15 Y-USA (HEADQUARTERS OF YMCA) HELPED SET SALARY RANGE THROUGH COMPARISONS OF LIKE SIZED YMCAS ALONG WITH BOARD OF TRUSTEE APPROVAL. SALARIES ARE BENCHMARKED BY YUSA STANDARDS AND HAY MODEL OF SALARY ADMINISTRATION. FORM 990, PART VI, SECTION C, LINE 19 WEBSITE CONTAINS THE TAX RETURNS. FINANCIAL STATEMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST FROM THE VP FINANCE AND ADMINISTRATION. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -116,870. DONATED SERVICES AND USE OF FACILITIES: 19,347. PRIOR PERIOD ADJUSTMENTS: -218,576. ROUNDING -2. TOTAL TO FORM 990, PART XI, LINE 5: -316,101. FINANCIAL STATEMENT RESTATEMENT FORM 990, PART XI, LINE 5 IN THE 2011 AUDITED FINANCIAL STATEMENTS, A RESTATEMENT AMOUNT OF ($218,576) OF UNRESTRICTED NET ASSETS WAS RECORDED AS OF THE BEGINNING OF THE YEAR BALANCES DUE TO A CORRECTION OF PREVIOUSLY UNRECORDED LIABILITY AND LOSS ON A DERIVATIVE. THE 2011 RETURN FOR 2010 INFORMATION MATCHES THE 2010 RETURN FILED. SINCE THE RESTATEMENT AFFECTS THE BALANCE SHEET, THERE WAS NO ADJUSTMENT TO THE CURRENT YEAR REVENUE AND EXPENSES. Y- GNO FINANCE FOUNDATION INC 1050 S JEFFERSON DAVIS PARKWAY SUIT NEW ORLEANS LA 70125 271516979 PROVIDE SUPPORT TO THE YMCA OF GNO LA 501(C)(3) LINE 9 NONE 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Y- GNO FINANCE FOUNDATION INC C 120850