Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2010 and ending 12-31-2010
BCheck if applicable:
CName of organization
YMCA OF METROPOLITAN MILWAUKEE INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
161 W WISCONSIN AVENUE NO 4000
 
Room/suite
City or town, state or country, and ZIP + 4
MILWAUKEE, WI532032601
D Employer identification number

39-0806314
E Telephone number

G Gross receipts $ 42,845,926
F Name and address of principal officer:
ROBERT YAMACHIKA
161 W WISCONSIN AVENUE NO 4000
MILWAUKEE,WI532032601
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.YMCAMKE.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1858
M State of legal domicile: WI
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O FOR ORGANIZATION MISSION STATEMENT
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 33
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 32
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 2,373
6 Total number of volunteers (estimate if necessary) .... 6 878
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 5,111,641 6,320,334
9 Program service revenue (Part VIII, line 2g) ......... 30,888,083 32,719,807
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -215,123 747,420
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -13,231 544,824
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 35,771,370 40,332,385
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 21,212,354 21,143,903
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,003,859    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 17,370,514 17,249,233
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 38,582,868 38,393,136
19 Revenue less expenses. Subtract line 18 from line 12...... -2,811,498 1,939,249
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 76,049,084 76,313,426
21 Total liabilities (Part X, line 26)............ 41,488,794 40,154,973
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 34,560,290 36,158,453
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: THE YMCA OF METROPOLITAN MILWAUKEE IS A VOLUNTEER-LED NON-PROFIT ORGANIZATION THAT STRENGTHENS THE FOUNDATION OF COMMUNITY THROUGH OUR MISSION TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND & BODY FOR ALL.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 16,369,087 including grants of $   ) (Revenue $ 11,345,712 )
YOUTH DEVELOPMENT: OUR YMCA IS COMMITTED TO NURTURING THE POTENTIAL OF EVERY CHILD AND TEEN. WE BELIEVE THAT ALL KIDS 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 SPONSOR-A-SCHOLAR, BLACK ACHIEVERS, EARLY LEARNING CENTERS, AND RESIDENT CAMP OFFER A RANGE OF EXPERIENCES THAT ENRICH COGNITIVE, SOCIAL, PHYSICAL, AND EMOTIONAL GROWTH. WE SERVED 38,000 CHILDREN, INFANTS THROUGH TEENS, IN 2010. FOR ADDITIONAL DETAILS REGARDING THESE CRITICAL PROGRAMS AND THEIR IMPACT, SEE SCHEDULE O.
4b (Code:   ) (Expenses $ 10,855,103 including grants of $   ) (Revenue $ 21,358,079 )
HEALTHY LIVING: THE Y IS A LEADING VOICE AND FORCE 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, 112,000 MEMBERS AND NEARLY 26,000 COMMUNITY PARTICIPANTS ARE RECEIVING THE SUPPORT, GUIDANCE, 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. FOR ADDITIONAL DETAILS REGARDING THESE CRITICAL PROGRAMS AND THEIR IMPACT, SEE SCHEDULE O.
4c (Code:   ) (Expenses $ 6,517,482 including grants of $   ) (Revenue $ 16,016 )
SOCIAL RESPONSIBILITY: OUR YMCA HAS BEEN RESPONDING TO OUR COMMUNITY'S MOST CRITICAL SOCIAL NEEDS FOR MORE THAN 150 YEARS. Y PROGRAMS, SUCH AS Y SWIM SCHOOL (WATER SAFETY FOR CHILDREN), HOME REPAIR AND REHABILITATION FOR LOW-INCOME HOMEOWNERS AND GRASS-ROOTS COMMUNITY ORGANIZING ARE EXAMPLES OF HOW WE HELP EMPOWER OUR NEIGHBORS TO AFFECT CHANGE AND OVERCOME OBSTACLES. IN 2010, WE ENGAGED 138,757 YMCA MEMBERS, PARTICIPANTS, AND VOLUNTEERS IN ACTIVITIES THAT STRENGTHEN OUR COMMUNITY AND PAVE THE WAY FOR FUTURE GENERATIONS TO THRIVE. THE Y PROVIDED $2,071,402 IN SCHOLARSHIPS IN 2010 THAT MADE IT POSSIBLE FOR ADULTS, FAMILIES AND CHILDREN TO BECOME MEMBERS AND PARTICIPATE IN OUR PROGRAMS. FOR ADDITIONAL DETAILS REGARDING THESE CRITICAL PROGRAMS AND THEIR IMPACT, SEE SCHEDULE O.
4d Other program services. (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 33,741,672
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II..
21
 
No
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III.....
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II........................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III............... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I........................... Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
Yes
 
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
192
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
2,373
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
33
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
32
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
Yes
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
WI
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
LINDA DALEY
161 W WISCONSIN AVENUE SUITE 4000
MILWAUKEE,WI532032601
(414) 224-9622
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) GAIL LIONE
CHAIRMAN
 1.00 X   X       0 0 0
(2) JEFFREY LUEKEN
VICE CHAIR/TREASURER
 1.00 X   X       0 0 0
(3) REV ROLEN WOMACK JR
SECRETARY
 1.00 X   X       0 0 0
(4) MICHAEL H WHITE
IMMEDIATE PAST CHAIR
 1.00 X   X       0 0 0
(5) AUSTIN RAMIREZ
DIRECTOR
 1.00 X           0 0 0
(6) BRUCE JACOBS
DIRECTOR
 1.00 X           0 0 0
(7) DANIEL J MINAHAN
DIRECTOR
 1.00 X           0 0 0
(8) DAVID HONAN
DIRECTOR
 1.00 X           0 0 0
(9) JACK M BLANK
DIRECTOR
 1.00 X           0 0 0
(10) JAN WADE
DIRECTOR
 1.00 X           0 0 0
(11) JAY B WILLIAMS
DIRECTOR
 1.00 X           0 0 0
(12) JILL G PELISEK
DIRECTOR
 1.00 X           0 0 0
(13) JOHN F STEINMILLER
DIRECTOR
 1.00 X           0 0 0
(14) JOHN J STOLLENWERK
DIRECTOR
 1.00 X           0 0 0
(15) JON D HAMMES
DIRECTOR
 1.00 X           0 0 0
(16) MARK HELLMER
DIRECTOR
 1.00 X           0 0 0
(17) JOSE A OLIVIERI
DIRECTOR
 1.00 X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) MARK K VETTER
DIRECTOR
 1.00 X           0 0 0
(19) MARK SABLJAK
DIRECTOR
 1.00 X           0 0 0
(20) MARY ANN WRIGHT
DIRECTOR
 1.00 X           0 0 0
(21) MARY E PANZER
DIRECTOR
 1.00 X           0 0 0
(22) P MICHAEL MAHONEY
DIRECTOR
 1.00 X           0 0 0
(23) RICHARD J CANTER
DIRECTOR
 1.00 X           0 0 0
(24) RICHARD L SCHMIDT JR
DIRECTOR
 1.00 X           0 0 0
(25) RICK SCHLESINGER
DIRECTOR
 1.00 X           0 0 0
(26) ROBERT J VENABLE
DIRECTOR
 1.00 X           0 0 0
(27) T MICHAEL BOLGER
DIRECTOR
 1.00 X           0 0 0
(28) TED D KELLNER
DIRECTOR
 1.00 X           0 0 0
(29) TERRY D BRISCOE
DIRECTOR
 1.00 X           0 0 0
(30) TINA CHANG
DIRECTOR
 1.00 X           0 0 0
(31) ULICE PAYNE JR
DIRECTOR
 1.00 X           0 0 0
(32) WAYNE C OLDENBURG
DIRECTOR
 1.00 X           0 0 0
(33) ROBERT YAMACHIKA
PRESIDENT/CEO
 40.00 X   X       222,164 0 20,779
(34) LINDA DALEY
SVP CFO
 40.00     X       150,711 0 9,186
(35) DONNA BEMBENEK
SVP MARKETING & FUND DEVEL
 40.00       X     151,354 0 23,483
(36) ROBERT HEGER
EXECUTIVE VP OPERATIONS/COO
 40.00         X   148,710 0 15,088
(37) FRANCIENE GILL
SVP H/R
 40.00         X   142,626 0 14,652
(38) JON LANGE
VP PROGRAM SERVICES
 40.00         X   123,146 0 16,925
(39) DAVID FRITZKE
IT EXECUTIVE
 40.00         X   115,446 0 20,590
(40) MATT MITCHELL
VP CENTER OPERATIONS
 40.00         X   111,928 0 11,843
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 1,166,085 0 132,546
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet9
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
CRYSTAL CLEANING
10903 N INDUSTRIAL DR
MEQUON,WI53092 		CLEANING SERVICE 589,454
JC RESTORATION
3200 SQUIBB AVE
ROLLING MEADOWS,IL60006 		BUILDING RESTORATION 393,516
RITEWAY BUS
PO BOX 308
RICHFIELD,WI53076 		BUS SERVICE 242,694
BELFOR USA GROUP
2929 S 114TH ST
WAUWATOSA,WI53222 		BUILDING CONTRACTOR 202,661
TCS CONSTRUCTION
PO BOX 100361
MILWAUKEE,WI53210 		BUILDING CONTRACTOR 172,134
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet5
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a 595,668
b Membership dues....1b  
c Fundraising events....1c 95,549
d Related organizations...1d  
e Government grants (contributions)1e 1,933,133
f All other contributions, gifts, grants, and
similar amounts not included above1f 		3,695,984
g Noncash contributions included in lines 1a-1f:$ 53,329
h Total. Add lines 1a-1f.......MediumBullet 6,320,334
Program Service Revenue Business Code
2a MEMBERSHIP AND PROGRAM 624,100 31,681,438 31,681,438    
b AUXILIARY SERVICES 624,100 1,038,369 1,038,369    
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 32,719,807
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 142,880     142,880
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross Rents 500,982  
b Less: rental expenses    
c Rental income or (loss) 500,982  
d Net rental income or (loss).......MediumBullet 500,982     500,982
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 1,392,266 1,440,157
b Less: cost or other basis and sales expenses 1,358,812 869,071
c Gain or (loss) 33,454 571,086
d Net gain or (loss)..........MediumBullet 604,540     604,540
8a Gross income from fundraising events (not including
$ 95,549
of contributions reported on line 1c). See Part IV, line 18 ...
a 329,500
b Less: direct expenses ...b 285,658
c Net income or (loss) from fundraising events..MediumBullet 43,842   43,842
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet  
12 Total revenue. See Instructions....MediumBullet 40,332,385 32,719,807 0 1,292,244
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21    
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 383,676 32,683 229,494 121,499
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 17,280,955 14,810,510 1,967,561 502,884
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 745,556 626,474 92,729 26,353
9 Other employee benefits ....... 973,376 817,906 121,065 34,405
10 Payroll taxes ........... 1,760,340 1,479,174 218,944 62,222
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ...........        
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ......        
g Other .......... 1,123,241 866,949 192,110 64,182
12 Advertising and promotion .... 1,590,035 1,404,739 24,340 160,956
13 Office expenses ....... 539,336 424,075 98,039 17,222
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 4,737,528 4,595,752 141,776  
17 Travel ............        
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 272,034 189,129 73,512 9,393
20 Interest ........... 2,100,528 2,100,528    
21 Payments to affiliates ....... 284,048 284,048    
22 Depreciation, depletion, and amortization ..... 3,591,797 3,196,136 395,661  
23 Insurance .............. 325,353 305,197 19,206 950
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a PROGRAM EXPENSES 2,024,642 2,010,659 11,890 2,093
b EQUIP, LEASES, & RENTAL 633,024 595,673 37,351  
c DUES 27,667 2,040 23,927 1,700
d
e
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 38,393,136 33,741,672 3,647,605 1,003,859
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 1,677,005 1 1,641,703
2 Savings and temporary cash investments ....... 148,566 2 424,803
3 Pledges and grants receivable, net ......... 2,172,836 3 2,138,549
4 Accounts receivable, net ......... 517,620 4 1,259,553
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ............ 49,838 9 118,800
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 107,832,397
b Less: accumulated depreciation. ..... 10b 43,522,567 65,616,709 10c 64,309,830
11 Investments—publicly traded securities .......... 5,099,410 11 5,576,793
12 Investments—other securities. See Part IV, line 11 ......   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 767,100 15 843,395
16 Total assets. Add lines 1 through 15 (must equal line 34)... 76,049,084 16 76,313,426
Liabilities 17 Accounts payable and accrued expenses . 3,779,884 17 4,159,438
18 Grants payable ..........   18  
19 Deferred revenue .......... 726,545 19 692,364
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 34,838,908 23 33,263,177
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 2,143,457 25 2,039,994
26 Total liabilities. Add lines 17 through 25..... 41,488,794 26 40,154,973
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 21,625,505 27 22,410,429
28 Temporarily restricted net assets ..... 8,571,990 28 9,329,986
29 Permanently restricted net assets ..... 4,362,795 29 4,418,038
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 34,560,290 33 36,158,453
34 Total liabilities and net assets/fund balances ..... 76,049,084 34 76,313,426
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
40,332,385
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
38,393,136
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
1,939,249
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
34,560,290
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
-341,086
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
36,158,453
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
YMCA OF METROPOLITAN MILWAUKEE INC
 
Employer identification number

39-0806314
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 6,538,242 11,248,306 6,234,712 5,111,641 6,365,691 35,498,592
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... 31,902,785 31,976,496 30,595,809 31,108,398 32,496,137 158,079,625
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5. 38,441,027 43,224,802 36,830,521 36,220,039 38,861,828 193,578,217
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...   4,300,000       4,300,000
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.         983,217 983,217
c Add lines 7a and 7b..   4,300,000     983,217 5,283,217
8 Public Support (Subtract line 7c from line 6.)           188,295,000
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6... 38,441,027 43,224,802 36,830,521 36,220,039 38,861,828 193,578,217
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 306,547 312,879 384,081 132,694 142,880 1,279,081
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b. 306,547 312,879 384,081 132,694 142,880 1,279,081
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.). 38,747,574 43,537,681 37,214,602 36,352,733 39,004,708 194,857,298
14
Section C. Computation of Public Support Percentage
15
15
96.630 %
16
16
96.200 %
Section D. Computation of Investment Income Percentage
17
17
0.660 %
18
18
0.720 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
YMCA OF METROPOLITAN MILWAUKEE INC
 
Employer identification number

39-0806314
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
YMCA OF METROPOLITAN MILWAUKEE INC
  		Employer identification number

39-0806314
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
YMCA OF METROPOLITAN MILWAUKEE INC
  		Employer identification number

39-0806314
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
YMCA OF METROPOLITAN MILWAUKEE INC
  		Employer identification number

39-0806314
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
YMCA OF METROPOLITAN MILWAUKEE INC
 
Employer identification number

39-0806314
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 6,507,789 6,728,000 9,590,278
b Contributions ........ 55,243 55,894 52,222
c Investment earnings or losses ... 632,759 893,297 -2,053,978
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		430,661 1,169,402 860,522
f Administrative expenses ....      
g End of year balance ...... 6,765,130 6,507,789 6,728,000
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet34.700 %
b
Permanent endowment: SchDMd Bullet65.300 %
c
Term endowment: SchDMd Bullet0 %
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   7,461,240 7,461,240
b Buildings ................   80,218,718 28,363,147 51,855,571
c Leasehold improvements ............   500,000 347,917 152,083
d Equipment ................   16,639,765 14,140,245 2,499,520
e Other .................   3,012,674 671,258 2,341,416
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 64,309,830
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  
ACCRUED RENT-RITE HITE 325,839
DEFERRED GAIN ON SALE 1,714,155







Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 2,039,994
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 40,332,385
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 38,393,136
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 1,939,249
4 Net unrealized gains (losses) on investments .......................... 4 456,425
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8 -797,511
9 Total adjustments (net). Add lines 4 - 8 ............................. 9 -341,086
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 1,598,163
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 40,834,167
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 456,425
b Donated services and use of facilities ......... 2b 45,357
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e 501,782
3 Subtract line 2e from line 1..................... 3 40,332,385
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b  
c Add lines 4a and 4b....................... 4c 0
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5 40,332,385
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 39,236,004
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 45,357
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d 797,511
e Add lines 2a through 2d...................... 2e 842,868
3 Subtract line 2e from line 1..................... 3 38,393,136
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5 38,393,136
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
PART XI, LINE 8 - OTHER ADJUSTMENTS:   CHANGE IN SWAP LIABILITY -797,511.
PART XIII, LINE 2D - OTHER ADJUSTMENTS:   CHANGE IN SWAP LIABILITY 797,511.
    PART V, LINE 4: THE PRIMARY LONG-TERM FINANCIAL OBJECTIVE FOR THE ASSOCIATION'S ENDOWMENT IS TO PRESERVE THE REAL PURCHASING POWER OF ENDOWMENT ASSETS AND INCOME AFTER ACCOUNTING FOR ENDOWMENT SPENDING AND COST OF PORTFOLIO MANAGEMENT. PERFORMANCE OF THE OVERALL ENDOWMENT AGAINST THIS OBJECTIVE IS MEASURED OVER ROLLING PERIODS OF ONE, THREE, AND FIVE YEARS. THE ENDOWMENT FUNDS ARE MANAGED TO OPTIMIZE THE LONG RUN TOTAL RATE OF RETURN ON INVESTED ASSETS, ASSUMING A PRUDENT LEVEL OF RISK. THE GOAL FOR THIS RATE OF RETURN IS ONE THAT PROVIDES FUNDING FOR THE ASSOCIATION'S EXISTING SPENDING POLICY. OVER THE SHORT TERM, THE RETURN FOR EACH ELEMENT OF THE ENDOWMENT PORTFOLIO SHOULD MATCH OR EXCEED EACH OF THE RETURNS FOR THE BROADER CAPITAL MARKETS IN WHICH ASSETS ARE INVESTED. THE ENDOWMENT ASSETS ARE GOVERNED BY A SPENDING POLICY THAT SEEKS TO DISTRIBUTE A SPECIFIC PAYOUT RATE OF THE ENDOWMENT BASE TO SUPPORT THE ASSOCIATION'S PROGRAMS. THE ENDOWMENT BASE IS DEFINED AS THE THREE-YEAR MOVING AVERAGE OF THE MARKET VALUE OF THE TOTAL ENDOWMENT PORTFOLIO (CALCULATED AS OF THE LAST DAY OF DECEMBER FOR THE PRIOR THREE YEARS). THE DISTRIBUTION OR PAYOUT RATE WILL BE CALCULATED AS A SPECIFIC FIXED PERCENTAGE OF THE BASE. SUCH A POLICY WILL ALLOW GREATER PREDICTABILITY OF SPENDABLE INCOME FOR BUDGETING PURPOSES AND FOR GRADUAL STEADY GROWTH FOR THE SUPPORT OF OPERATIONS BY THE ENDOWMENT. IN ADDITION, THIS POLICY WILL MINIMIZE THE PROBABILITY OF INVADING THE PRINCIPAL OVER THE LONG TERM. SPENDING IN A GIVEN YEAR WILL REDUCE THE UNIT VALUE OF EACH ENDOWMENT ELEMENT BY THE PAYOUT PERCENTAGE. IN THE CASE OF SHORT-TERM DECLINES IN THE MARKET VALUE OF THE ENDOWMENT POOL OF FUNDS, THE OVERALL SPENDING RATE MAY BE CALCULATED BELOW THE DESIGNATED PAYOUT PERCENTAGE IN ORDER TO MAINTAIN THE ORIGINAL UNIT VALUE OF CERTAIN ELEMENTS OF THE TRUE ENDOWMENT. GROWTH OF THE UNIT VALUES OVER TIME SHOULD ALLOW FOR SPENDING OF PRINCIPAL, WITHOUT DRAWING FROM THE ORIGINAL CORPUS OF A PARTICULAR GIFT.
    PART X: THE ASSOCIATION ADOPTED ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ON JANUARY 1, 2009. ASC 740-10 REQUIRES AN ORGANIZATION TO DETERMINE WHETHER IT'S MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE COMPANY RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS AS A RESULT OF THE ADOPTION OF ASC 740-10.
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE G
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
YMCA OF METROPOLITAN MILWAUKEE INC
 
Employer identification number

39-0806314
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

MARTIN L KING BRKFST
(event type) 		(b) Event #2

GOLF EVENTS
(event type) 		(c) Other Events

24
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 76,070 160,565 188,414 425,049
2 Less: Charitable
contributions . . . 		48,424 47,125   95,549
3 Gross income (line 1
minus line 2) . . . 		27,646 113,440 188,414 329,500
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . .        
6 Rent/facility costs . . 303 32,221 10,733 43,257
7 Food and beverages . . 18,539 12,739 52,725 84,003
8 Entertainment . . . 750   10,363 11,113
9 Other direct expenses . 8,054 38,543 100,688 147,285
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 285,658
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow 43,842
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ...........................
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2010
Additional Data


Software ID:  
Software Version:  
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
YMCA OF METROPOLITAN MILWAUKEE INC
 
Employer identification number

39-0806314
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
 
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) ROBERT YAMACHIKA (i)
(ii)		 222,164
0 		0
0 		0
0 		17,952
0 		2,827
0 		242,943
0 		0
0
(2) LINDA DALEY (i)
(ii)		 150,711
0 		0
0 		0
0 		6,382
0 		2,804
0 		159,897
0 		0
0
(3) DONNA BEMBENEK (i)
(ii)		 151,354
0 		0
0 		0
0 		12,630
0 		10,853
0 		174,837
0 		0
0
(4) ROBERT HEGER (i)
(ii)		 148,710
0 		0
0 		0
0 		12,280
0 		2,808
0 		163,798
0 		0
0
(5) FRANCIENE GILL (i)
(ii)		 142,626
0 		0
0 		0
0 		11,877
0 		2,775
0 		157,278
0 		0
0











Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
YMCA OF METROPOLITAN MILWAUKEE INC
 
Employer identification number
39-0806314
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A REDEVELOPMENT AUTHORITY OF THE CITY OF MILWAUKEE
  		39-1186734   01-01-2010 20,025,000 REFUND PRINCIPAL AMOUNT OF OUTSTANDING BONDS   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . .        
2 Amount of bonds defeased . . . .        
3 Total proceeds of issue . . . . 20,025,000      
4 Gross proceeds in reserve funds . .        
5 Capitalized interest from proceeds.        
6 Proceeds in refunding escrow. . . . .        
7 Issuance costs from proceeds . . .        
8 Credit enhancement from proceeds.        
9 Working capital expenditures from proceeds . .        
10 Capital expenditures from proceeds . .        
11 Other spent proceeds . .        
12 Other unspent proceeds. . .        
13 Year of substantial completion . . .
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? X              
15 Were the bonds issued as part of an advance refunding issue?   X            
16 Has the final allocation of proceeds been made? . . X              
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X              
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X            
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . .   X            
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use?   X            
b Are there any research agreements that may result in private business use of bond-financed property? . .   X            
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? .   X            
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet 0 %      
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet 0 %      
6 Total of lines 4 and 5 . . .. . . . . . 0 %      
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? X              
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X            
2 Is the bond issue a variable rate issue? X              
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue?   X            
b Name of provider .  
  		 
  		 
  		 
 
c Term of hedge . .        
d Was the hedge superintegrated? .                
e Was a hedge terminated? .                
4a Were gross proceeds invested in a GIC? .   X            
b Name of provider .  
  		 
  		 
  		 
 
c Term of GIC . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? .                
5 Were any gross proceeds invested beyond an available temporary period? .   X            
6 Did the bond issue qualify for an exception to rebate? . . .   X            
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
Schedule K (Form 990) 2010

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
YMCA OF METROPOLITAN MILWAUKEE INC
 
Employer identification number

39-0806314
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) RICHARD L SCHMIDT JR DIRECTOR 40,020 SISTER IS EMPLOYED BY THE ORGANIZATION - INCLUDES BASE SALARY AND BENEFITS   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
YMCA OF METROPOLITAN MILWAUKEE INC
 
Employer identification number

39-0806314
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		X 30,303 ITEM SELLING PRICE
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ... X 3 1,155 ITEM SELLING PRICE
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( VARIOUS GOODS ) X 11 20,904 COST OF GOODS
26 Other Right pointing arrow large image ( TICKETS AND PASSES ) X 6 967 COST OF GOODS
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
 
No
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule M (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
YMCA OF METROPOLITAN MILWAUKEE INC
 
Employer identification number

39-0806314
Identifier Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 4   WE REVISED THE BY-LAWS IN 2011. SEE WWW.YMCAMKE.ORG/YMCA/DOCUMENTS/BYLAWS_RESTATEDANDAPPROVED_APRIL27_2011.PDF
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   THE CHIEF FINANCIAL OFFICER REVIEWS THE FORM 990 WITH THE FINANCE COMMITTEE OR EXECUTIVE COMMITTEE. A COPY OF THE FORM 990 IS GIVEN TO MEMBERS OF THE COMMITTEE FOR THEIR REVIEW PRIOR TO THE CFO'S PRESENTATION AT A COMMITTEE MEETING. THE CFO REVIEWS THE DOCUMENT AND ENTERTAINS ANY QUESTIONS RAISED BY THE COMMITTEE MEMBERS. ADDITIONALLY, ALL MEMBERS OF THE BOARD RECEIVE A COPY OF THE 990 AND THE CFO REVIEWS WITH THE BOARD WHO THEN APPROVE THE FORM PRIOR TO FILING.
  FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE YMCA SENDS OUT THE CONFLICT OF INTEREST POLICY TO THE OFFICERS, DIRECTORS, AND KEY EMPLOYEES ALONG WITH A CERTIFICATE OF COMPLIANCE TO BE SIGNED AND RETURNED TO THE YMCA. THE CERTIFICATE INCLUDES A REQUEST TO DISCLOSE ANY KNOWN CONFLICTS OF INTEREST.
  FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE BOARD DETERMINES THE CEO'S COMPENSATION BASED UPON ESTABLISHED GOALS AND METRICS. THE CEO'S COMPENSATION, INCLUDING BASE PAY, BENEFITS AND PERQUISITES ARE REVIEWED EVERY SECOND YEAR. INDEPENDENT COMPENSATION CONSULTANTS, QTI, ARE RETAINED TO CONDUCT A COMPENSATION REVIEW. COMPENSATION IS BENCHMARKED AGAINST OTHER SIMILARLY SIZED YMCA'S, NOT-FOR-PROFITS, AND GENERAL INDUSTRY EMPLOYERS. THE REPORT IS PROVIDED TO THE COMPENSATION COMMITTEE FOR APPROVAL.
  FORM 990, PART VI, SECTION C, LINE 19 THE YMCA'S 990, AUDITED FINANCIAL STATEMENTS, ANNUAL REPORT, AND CORPORATE BYLAWS ARE AVAILABLE VIA OUR PUBLIC WEBSITE. ADDITIONAL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 456,425. CHANGE IN SWAP LIABILITY -797,511. TOTAL TO FORM 990, PART XI, LINE 5: -341,086.
  FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE YMCA OF METROPOLITAN MILWAUKEE IS AN INCLUSIVE ORGANIZATION OF MEN, WOMEN AND CHILDREN JOINED TOGETHER BY A SHARED COMMITMENT TO NURTURING THE POTENTIAL OF KIDS, PROMOTING HEALTHY LIVING AND FOSTERING A SENSE OF SOCIAL RESPONSIBILITY. WE KNOW THAT LASTING PERSONAL AND SOCIAL CHANGE COMES ABOUT WHEN WE ALL WORK TOGETHER. THAT'S WHY, AT THE Y, STRENGTHENING COMMUNITY IS OUR CAUSE. EVERY DAY, WE WORK SIDE-BY-SIDE WITH OUR NEIGHBORS TO MAKE SURE THAT EVERYONE, REGARDLESS OF AGE, INCOME OR BACKGROUND, HAS THE OPPORTUNITY TO LEARN, GROW AND THRIVE. THROUGH OUR MISSION TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL, WE STRIVE TO ENHANCE THE LIVES OF CHILDREN, FAMILIES AND INDIVIDUALS IN OUR COMMUNITIES REGARDLESS OF RACE, CREED, AGE AND ECONOMIC CIRCUMSTANCES, PHYSICAL OR MENTAL ABILITIES. THE YMCA OF METROPOLITAN MILWAUKEE HAS SERVED THE GREATER MILWAUKEE AREA FOR MORE THAN 152 YEARS. IN 2010, MORE THAN 138,750 CHILDREN AND ADULTS BENEFITTED FROM OUR PROGRAMS AND SERVICES. GUIDED BY A COMMITMENT TO SERVING ALL WHO WISH TO PARTICIPATE REGARDLESS OF THEIR FINANCIAL SITUATION, THE Y PROVIDES ASSISTANCE VIA SUBSIDIES AND SCHOLARSHIPS TO THOUSANDS OF PEOPLE EACH YEAR. IN 2010, WE PROVIDED $2,071,402 OF FULL OR PARTIAL SCHOLARSHIPS TO CHILDREN, FAMILIES AND INDIVIDUALS SO THAT NO ONE WAS TURNED AWAY AND COULD PARTICIPATE AS A MEMBER OR IN ONE OF OUR LIFE-CHANGING PROGRAMS. THE Y'S ANNUAL CAMPAIGN AND FUND RAISING EVENTS RAISE MONEY TO HELP US OFFSET MEMBERSHIP AND PROGRAM FEES FOR PEOPLE WHO COULD NOT OTHERWISE AFFORD TO PARTICIPATE. WITH APPRECIATION FOR THE DIVERSITY OF OUR COMMUNITIES, THE Y ENDEAVORS TO PROVIDE THE RESOURCES, PROGRAMS ACTIVITIES AND FACILITIES TO MEET THE NEEDS OF PEOPLE THROUGHOUT THE VARIED NEIGHBORHOODS WE SERVE. MEMBERSHIP AT THE Y ENABLES CHILDREN, FAMILIES AND INDIVIDUALS TO PARTICIPATE IN PROGRAMS THAT HELP THEM GROW IN SPIRIT, MIND AND BODY. BUT IT ALSO BRINGS ABOUT MEANINGFUL CHANGE IN THE COMMUNITY. MEMBERS, PARTICIPANTS, STAFF AND VOLUNTEERS SUPPORT EACH OTHER, GIVE BACK AND BUILD RELATIONSHIPS THAT FURTHER A SENSE OF BELONGING AND PURPOSE. ADDITIONALLY, MEMBERSHIP DUES COVER A PORTION OF THE COST OF MANY OF OUR PROGRAMS AND SERVICES, ALLOWING US TO KEEP OUR PROGRAM COSTS LOW AND ACCESSIBLE TO ALL. THE Y IS FOR EVERYONE. OUR PROGRAMS, SERVICES AND INITIATIVES: ENABLE KIDS TO REALIZE THEIR POTENTIAL, PREPARE TEENS FOR COLLEGE, OFFER WAYS FOR FAMILIES TO HAVE FUN TOGETHER, EMPOWER PEOPLE TO BE HEALTHIER IN SPIRIT, MIND AND BODY, PREPARE PEOPLE FOR EMPLOYMENT, WELCOME AND EMBRACE NEWCOMERS AND HELP FOSTER A COMMUNITY-WIDE SERVICE ETHIC. WE BELIEVE A STRONG COMMUNITY CAN ONLY BE ACHIEVED WHEN WE INVEST IN OUR KIDS, OUR HEALTH AND OUR NEIGHBORS.
YOUTH DEVELOPMENT FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS WE BELIEVE THE VALUES AND SKILLS LEARNED EARLY ON ARE VITAL BUILDING BLOCKS FOR LIFE. BECAUSE OF THE Y, MORE YOUNG PEOPLE IN NEIGHBORHOODS ACROSS THE MILWAUKEE AREA ARE TAKING A GREATER INTEREST IN LEARNING AND MAKING SMARTER LIFE CHOICES. AT THE Y, CHILDREN AND TEENS LEARN VALUES AND POSITIVE BEHAVIORS, AND CAN EXPLORE THEIR UNIQUE TALENTS AND INTERESTS, HELPING THEM REALIZE THEIR POTENTIAL. THAT MAKES FOR CONFIDENT KIDS TODAY AND CONTRIBUTING AND ENGAGED ADULTS TOMORROW. MORE THAN 500 TEENS FROM LOCAL HIGH SCHOOLS, PRIMARILY MILWAUKEE PUBLIC SCHOOLS, PARTICIPATE IN SPONSOR-A-SCHOLAR AND BLACK ACHIEVERS. MADE POSSIBLE BY THE SUPPORT OF DEDICATED COMMUNITY VOLUNTEERS AND MENTORS, THE PROGRAMS' GRADUATION RATE IS AN ASTOUNDING 98.7 PERCENT FROM HIGH SCHOOL AND 52.8 PERCENT GRADUATION RATE FROM POST-SECONDARY EDUCATION - A 22 PERCENT INCREASE OVER THE NATIONAL AVERAGE. RESIDENT CAMPS, CAMP MATAWA AND CAMP MINIKANI, AS WELL AS YMCA DAY CAMPS SERVED APPROXIMATELY 5,350 KIDS, PROVIDING A SAFE ENVIRONMENT TO LEARN AND PLAY DURING THE SUMMER MONTHS. OUR RESIDENTIAL AND DAY CAMPING PROGRAMS OFFER ADVENTURE AND LEARNING ACTIVITIES THAT PROVIDE CHALLENGE, EDUCATION, AND PROMOTE SPIRITUAL AWARENESS, MENTAL DEVELOPMENT, PHYSICAL WELL-BEING, SOCIAL GROWTH, AND SELF-RESPECT. OUR CAMPS PROVIDE A REVERENCE FOR NATURE AND RESPECT FOR THE INTER-RELATEDNESS OF ALL LIVING THINGS ON EARTH. IN ADDITION, OUR CAMPS PROVIDE EDUCATION PROGRAMS TO SCHOOL GROUPS THROUGHOUT THE YEAR. STUDENTS, AND THE COMMUNITY, LEARN ABOUT OUR ENVIRONMENT AND THE CONNECTION TO OUR ECOSYSTEM. THE ENVIRONMENTAL EDUCATION CLASSES TEACH PEOPLE TO ACTIVELY USE OUR NATURAL SPACES AND HOW TO ADOPT SUSTAINABLE PRACTICES. OUR CAMPS ARE OPEN TO ALL, REGARDLESS OF INCOME AND ADAPTABLE TO CERTAIN SPECIAL NEEDS, TO HELP CHILDREN APPRECIATE DIVERSITY, BECOME COMMUNITY LEADERS AND DEVELOP LIFELONG VALUES. WE PROVIDED $331,000 IN SCHOLARSHIPS AND SUBSIDIES FOR CHILDREN AND TEENS WHO ATTENDED Y DAY AND RESIDENT CAMPS IN 2010. OUR EARLY LEARNING CENTERS OFFER A VARIETY OF STATE LICENSED FULL AND PART-TIME PROGRAMS, WHICH PROVIDE A SAFE AND NURTURING ENVIRONMENT WHERE YOUTH CAN DEVELOP SELF-ESTEEM AND LEARN THE FOUR CORE VALUES OF THE Y. OUR EARLY CHILDHOOD EDUCATION AND AFTERSCHOOL PROGRAMS ARE STAFFED WITH PEOPLE WHO UNDERSTAND THE COGNITIVE, PHYSICAL AND SOCIAL DEVELOPMENT OF KIDS, THE NEED CHILDREN HAVE TO FEEL CONNECTED AND SUPPORTED IN TRYING NEW THINGS, AND THE CARING AND REINFORCEMENT PARENTS AND FAMILIES NEED TO HELP EACH OTHER. OUR CENTERS ENABLE PARENTS AND FAMILY MEMBERS TO GO TO WORK KNOWING THEIR CHILDREN ARE IN SAFE, STIMULATING ENVIRONMENTS. FINANCIAL ASSISTANCE IS AVAILABLE FOR THOSE WHO CANNOT AFFORD TO PAY THROUGH STATE W-2 FUNDING AND PRIVATE DONATIONS. IN 2010, WE SERVED 1,311 PARTICIPANTS IN OUR EARLY LEARNING CENTERS AND SCHOOL AGE PROGRAMS AND PROVIDED FINANCIAL ASSISTANCE IN THE AMOUNT OF $318,640. 2010 MARKED THE FIRST YEAR OF A PARTNERSHIP WITH MARQUETTE UNIVERSITY AND OUR THREE EARLY LEARNING CENTERS, SPECIFICALLY PLANNED FOR CHILDREN FROM LOW-INCOME FAMILIES. THE WISCONSIN READING ACQUISITION PROGRAM (WRAP) WAS DESIGNED TO PREPARE PRESCHOOL AGE CHILDREN TO ENTER KINDERGARTEN WITH THE NECESSARY LANGUAGE, COGNITIVE, AND EARLY READING SKILLS FOR READING SUCCESS. THE PROGRAM ALSO SEEKS TO ENCOURAGE PARENTAL INVOLVEMENT AND CHILDREN'S SUCCESSFUL TRANSITION TO PRESCHOOL. IN THE FIRST YEAR, ALL STUDENTS AND TEACHERS REALIZED IMPROVEMENT IN ALL AREAS. THIS IS AN ESPECIALLY IMPORTANT PROGRAM SINCE WE KNOW THAT CHILDREN WHO EXPERIENCE EARLY DIFFICULTIES IN LEARNING TO READ ARE UNLIKELY TO CATCH UP TO THEIR PEERS. THE Y IS THE STARTING POINT FOR MANY YOUTH TO LEARN ABOUT BECOMING AND STAYING ACTIVE, AND DEVELOPING HEALTHY HABITS THEY'LL CARRY WITH THEM THROUGHOUT THEIR LIVES. AND THE BENEFITS ARE FAR GREATER THAN JUST PHYSICAL HEALTH. WHETHER IT'S GAINING THE CONFIDENCE THAT COMES FROM LEARNING TO SWIM OR BUILDING THE POSITIVE RELATIONSHIPS THAT LEAD TO GOOD SPORTSMANSHIP AND TEAMWORK, PARTICIPATING IN SPORTS AT THE Y IS ABOUT BUILDING THE WHOLE CHILD, FROM THE INSIDE OUT. IN 2010, WE ENROLLED 32,557 YOUTH IN SPORTS, PRESCHOOL AND AQUATICS PROGRAMMING.
HEALTHY LIVING FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS AT THE Y WE KNOW THAT HEALTHY LIFESTYLES ARE ACHIEVED THROUGH NURTURING MIND, BODY, AND SPIRIT. WELL-BEING AND FITNESS AT THE Y IS SO MUCH MORE THAN JUST WORKING OUT. BEYOND FITNESS FACILITIES, WE PROVIDE EDUCATIONAL PROGRAMS TO PROMOTE HEALTHIER DECISIONS, AND OFFER A VARIETY OF PROGRAMS THAT SUPPORT PHYSICAL, INTELLECTUAL AND SPIRITUAL STRENGTH. MORE THAN 96 PERCENT OF OUR MEMBERS SURVEYED TOLD US THE Y MAKES IT CONVENIENT FOR THEM TO ADOPT A HEALTHY LIFESTYLE. SERVING FAMILIES HAS ALWAYS BEEN AT THE HEART OF THE Y. WE ARE A PLACE WHERE THEY CAN FIND RESPITE FROM SOCIAL, ECONOMIC AND EDUCATIONAL CHALLENGES, AND LEARN HOW TO OVERCOME THEM. WE HAVE A FUNDAMENTAL DESIRE TO PROVIDE OPPORTUNITIES FOR EVERY FAMILY TO BUILD STRONGER BONDS, ACHIEVE GREATER WORK/LIFE BALANCE, AND BECOME MORE ENGAGED WITH THEIR COMMUNITIES. THROUGH PROGRAMS AND ACTIVITIES LIKE PARENT-CHILD SWIM AND PRESCHOOL CLASSES, HEALTHY KIDS DAY AND FAMILY FUN NIGHTS, FAMILIES GROW CLOSER AND MORE CONNECTED IN A SAFE, NURTURING ENVIRONMENT. OUR HEALTHY LIFESTYLES PROGRAMMING INCLUDES PROGRAMS BEYOND SIMPLY EXERCISE, INCLUDING LIVING COMPASS - GROUP-BASED LIFE COACHING, AND LIVESTRONG AT THE Y, AN EXERCISE EXPERIENCE FOR CANCER SURVIVORS. OUR MISSION IS TO SUPPORT INDIVIDUALS ON THEIR PATHS TO BUILDING HEALTHY SPIRITS, MINDS AND BODIES. FITNESS CENTER ACTIVITIES, GROUP EXERCISE, HEALTHY LIFESTYLE PROGRAMMING AND PERSONAL TRAINING ARE COLLABORATING AND CROSS-PROMOTING IN NEW WAYS TO HELP MEMBERS MEET THEIR GOALS AND DEEPEN THEIR CONNECTION TO THE Y. IN 2009, THE YMCA, WHEATON FRANCISCAN HEALTHCARE AND THE WALTER SCHROEDER AQUATIC CENTER OPENED THE FIRST EVER YMCA HEALTHY LIFESTYLE VILLAGE IN THE MILWAUKEE AREA ON THE SITE OF THE RITE-HITE FAMILY YMCA IN BROWN DEER. FOR TWO YEARS NOW, THE YMCA HEALTHY LIFESTYLE VILLAGE SERVES AS A 'DESTINATION CAMPUS,' WHERE PEOPLE CAN LEARN, PLAN, AND TAKE ACTION TO IMPROVE THEIR HEALTH AND QUALITY OF LIFE. SINCE OPENING, THE JOINT CAMPUS HAS BEEN PROVIDING A COMPREHENSIVE SET OF SERVICES FOR HEALTH AND FITNESS, WELLNESS EDUCATION, FAMILY PROGRAMMING AND SCREENINGS TO YMCA MEMBERS, WHEATON FRANCISCAN HEALTHCARE PATIENTS, AND THE COMMUNITY AT LARGE. IN 2010 WE EXPANDED OUR COMMUNITY OFFERINGS, DEVELOPED AND CO-FACILITATED AN ADULT WEIGHT-MANAGEMENT PROGRAM AND ENHANCED REFERRALS BETWEEN ORGANIZATIONS. WE CONTINUE TO REACH OUT TO 475 AREA COMPANIES TO PROVIDE CORPORATE WELLNESS SERVICES TO THEIR EMPLOYEES, HELPING THEM STAY HEALTHY, BE MORE PRODUCTIVE AND MANAGE STRESS. MORE THAN 11,000 MEMBERS HAVE JOINED THE Y BECAUSE OF THE CORPORATE WELLNESS PROGRAM. THE Y OFFERS FREE HEALTH ASSESSMENTS, HEALTH COACHING, ON-SITE HEALTH AND FITNESS EDUCATION, SAFETY TRAINING, ON-SITE FITNESS TESTING AND EVALUATIONS, CORPORATE WELLNESS CHALLENGES AND REWARDS FOR USAGE, TEAMBUILDING WORKSHOPS, AND ON-SITE FITNESS FACILITY MANAGEMENT AND GROUP EXERCISE CLASSES. IN 2010, THE Y ENTERED A PARTNERSHIP WITH MIRACLE LEAGUE OF MILWAUKEE TO EXPAND OUR ADAPTIVE PROGRAMMING. THROUGH THIS PARTNERSHIP, WE WILL BRING A CUSTOM-DESIGNED, UNIVERSALLY ACCESSIBLE BASEBALL DIAMOND TO OUR JOHN C. CUDAHY YMCA ON MILWAUKEE'S NORTH SIDE. THANKS TO THE NEW MIRACLE FIELD (ESTIMATED COMPLETION AUGUST 2011) PHYSICALLY AND COGNITIVELY DISABLED KIDS WILL HAVE THE UNFORGETTABLE OPPORTUNITY TO SWING A BAT, FIELD A BALL AND BE PART OF A TEAM. SERVING MORE THAN 350 MEMBERS, Y PERSONAL TRAINERS PROVIDED 7,161 HOURS TO GUIDE AND SUPPORT PEOPLE ON THEIR JOURNEY TO A HEALTHIER LIFESTYLE. IN ADDITION, OUR GROUP EXERCISE CLASSES HAD MORE THAN 77,060 ENROLLMENTS, HELPING PARTICIPANTS STAY ACTIVE IN A SUPPORTIVE AND SOCIAL ENVIRONMENT. MORE THAN 15,000 SENIORS ARE MEMBERS OF OUR Y, PARTICIPATING IN PROGRAMS THAT PROVIDE THE OPPORTUNITY TO STAY ACTIVE, SOCIALIZE AND ENJOY HEALTHY LIVING. THEY CONTINUE TO BE VITAL CONTRIBUTORS TO OUR COMMUNITY AND SERVE AS ROLE MODELS TO OUR YOUNGER MEMBERS.
SOCIAL RESPONSIBILITY FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS THE YMCA OF METROPOLITAN MILWAUKEE REACHES ACROSS FOUR COUNTIES (MILWAUKEE, OZAUKEE, WAUKESHA AND WASHINGTON) AND SERVES AS A COMMUNITY RESOURCE FOR MORE THAN 112,000 CHILDREN, FAMILIES, ADULTS AND SENIORS. THE GENEROSITY OF OTHERS IS AT THE CORE OF THE Y'S EXISTENCE AS A NONPROFIT. IT IS ONLY THROUGH THE SUPPORT OF OUR THOUSANDS OF VOLUNTEERS AND PUBLIC AND PRIVATE DONORS THAT WE ARE ABLE TO SUPPORT AND GIVE BACK TO THE COMMUNITIES WE ENGAGE. IN 2010, THE Y WAS SUPPORTED BY PROGRAM AND POLICY VOLUNTEERS WHO ENABLE THE Y TO DELIVER ON ITS MISSION AND CAUSE TO REACH EVEN FURTHER INTO SURROUNDING COMMUNITIES. VOLUNTEERS SERVE ON OUR BOARDS, PROVIDE SUPPORT TO OUR STAFF, AND PROVIDE DIRECT LEADERSHIP AND GUIDANCE TO THE HUNDREDS OF YOUTH IN OUR PROGRAMS, SUCH AS SPONSOR-A-SCHOLAR AND BLACK ACHIEVERS. THE YMCA COMMUNITY DEVELOPMENT CENTER (CDC) PROVIDED LOW-INCOME RESIDENTS WITH $700,000 OF FINANCIAL ASSISTANCE FOR 40 MINOR HOME REPAIRS AND 28 REHABILITATION PROJECTS, AVERAGING MORE THAN $25,000 PER HOME. IN ADDITION, THE CDC HOSTED A BACKPACK DRIVE TO PROVIDE 1500 CHILDREN WITH BACKPACKS FULL OF SCHOOL SUPPLIES TO ENSURE THEY STARTED THEIR SCHOOL YEAR WITH THE SUPPLIES THEY NEED. THE Y PARTNERS WITH AREA SCHOOLS TO OFFER SPLASH AND Y SWIM SCHOOL, PROGRAMS THAT TEACH MORE THAN 800 CHILDREN HOW TO SWIM EACH YEAR. Y SWIM SCHOOL AND SPLASH ARE A DIRECT RESPONSE TO THE STAGGERING STATISTIC THAT DROWNING IS THE SECOND LEADING CAUSE OF ACCIDENTAL DEATH FOR CHILDREN BETWEEN THE AGES OF 1-14. TEACHERS REPORT THAT STUDENTS SHOW IMPROVED SCHOOL ATTENDANCE ON SWIM DAYS, BETTER BEHAVIOR IN CLASS AND AN INCREASE IN SELF-CONFIDENCE THANKS TO Y SWIM SCHOOL. STUDENTS PROGRESSED IN THEIR SWIMMING SKILLS AND GAINED A GREATER COMFORT IN THE WATER. THROUGH AFFORDABLE PRICING AND MEMBERSHIP SCHOLARSHIPS, WE ENSURE THAT ALL PEOPLE HAVE ACCESS TO THE YMCA. IN ADDITION, COMMUNITY SERVICE PROJECTS, SPECIAL EVENTS LIKE HEALTHY KIDS DAY, NEIGHBORHOOD OUTREACH INITIATIVES, AND CORPORATE WELLNESS PROGRAMS ALLOWED US TO BROADEN THE SCOPE OF OUR MISSION.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


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SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
YMCA OF METROPOLITAN MILWAUKEE INC
 
Employer identification number

39-0806314
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity

















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) YMCA YOUTH LEADERSHIP ACADEMY INC

161 W WISCONSIN AVE 4000

MILWAUKEE,WI53202
39-2043466 		CHARTER SCHOOL WI 501(C)(3) LINE 2 N/A
 
No












For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership












Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
Yes
 
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) YMCA YOUTH LEADERSHIP ACADEMY

 I 500,982 FAIR MARKET VALUE
(2) YMCA YOUTH LEADERSHIP ACADEMY

 P 1,810,179 COST
(3) YMCA YOUTH LEADERSHIP ACADEMY

 R 1,881,832 COST
(4)
(5)
(6)
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Are all
partners
section
501(c)(3)
organizations? 		(e)
Share of
end-of-year
assets 		(f)
Disproprtionate allocations? 		(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


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