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 09-01-2010 and ending 08-31-2011
BCheck if applicable:
CName of organization
FREEDOM VALLEY YMCA
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
19 W Linfield Trappe Rd
 
Room/suite
City or town, state or country, and ZIP + 4
Limerick, PA19468
D Employer identification number

23-1401544
E Telephone number

G Gross receipts $ 24,969,850
F Name and address of principal officer:
Jay R Schaeffer
19 W Linfield Trappe Rd
Limerick,PA19468
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
fvymca.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: 1952
M State of legal domicile: PA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Our Mission to put Christian principles into practice through programs that build healthy spirit, mind and body.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 27
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 27
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 2,016
6 Total number of volunteers (estimate if necessary) .... 6 965
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 105,648
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) ......... 1,590,082 1,655,824
9 Program service revenue (Part VIII, line 2g) ......... 21,714,114 22,473,005
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 204,709 225,318
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 177,237 428,413
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 23,686,142 24,782,560
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 5,712 7,913
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) 14,707,652 14,960,595
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet598,213    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 7,535,641 7,778,117
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 22,249,005 22,746,625
19 Revenue less expenses. Subtract line 18 from line 12...... 1,437,137 2,035,935
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 44,129,702 45,830,218
21 Total liabilities (Part X, line 26)............ 9,908,795 9,573,376
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 34,220,907 36,256,842
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 Freedom Valley YMCA is essentially a membership association of men, women and children of all ages, abilities, incomes, races, and religions. It is dedicated to building healthy spirit, mind, and body of individuals and families.
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 $ 8,711,215 including grants of $   ) (Revenue $ 8,283,649 )
Child Care Programs: The central focus of all YMCA childcare programs is to foster positive growth and development in children, their parents and their families. These educational programs help children develop moral and ethical behavior, self-esteem, and leadership. Parents play an important role in policy and program decisions. In many instances, YMCA childcare allows parents of children in our programs to remain gainfully employed, knowing their children are thriving in a safe, supportive environment. Tuition assistance is provided for parents who cannot afford the full fee. Freedom Valley YMCA is one of the largest providers of childcare in our area. During FY 2011 at 4 state-licensed centers, we provided high quality preschool childcare to over 410 children each week, ranging in age from 6 weeks to 4 years. We provide full and part time options to serve a wide range of family scheduling needs. Our 4 program centers plus 46 elementary and middle school sites, provide state-licensed before and after school care for 1,370 children ages 5 to 12 years on a full time or part time basis. Childcare center operational hours range from 6:30 AM until 6:30 PM, Monday through Friday to accommodate the varied needs of working parents. Our programs are based upon years of research in the field of child development, and are designed to meet the individual needs of the child and the family as a whole. Providing high quality childcare is central to the YMCA's mission. Our state-licensed childcare sites participate in the Keystone Stars Program. Teaching staff hold degrees. Our staff is commited to nuturing the potential in every child. Classrooms are bright and well equipped. Swimming lessons for ages 3 and older are offered at some of the locations. Woven into the fabric of our mission and delivering high quality childcare is a commitment to strengthen families. We recognize a growing number of families from every socioeconomic level that are fragmented, neglected, adrift, and in trouble. The stress and strain of balancing work and family is becoming more difficult. Freedom Valley YMCA assist in reducing this burden by providing tuition assistance for childcare services. This past year $608,126 was awarded in direct and indirect assistance to families throughout the year to help defray their childcare fees. For more than 25 years, Freedom Valley YMCA has provided preschool and schoolage childcare for low-income families through a Federal Funded County sponsored Title XX Program. We focus on the national YMCA program thrust, which promotes character development based on 4 character values: Caring, Honesty, Respect, and Responsibility. Through a variety of activities that bring teachers and parents together, we focus on helping parents learn more about how to raise healthy, happy children who can grow into responsible, caring adults. (1,778 children daily)
4b (Code:   ) (Expenses $ 7,614,547 including grants of $   ) (Revenue $ 8,732,878 )
Physical Fitness and Family Strengthening Programs: Well-being means a healthy spirit, mind, and body. YMCA health enhancement programs are medically based programs that stress the value of prevention through promoting regular and healthy habits, including nutrition, stress management, and health education. YMCA programs are made available at a fee that a major segment of the community can afford, with financial assistance available for those who cannot afford the full fee. Freedom Valley YMCA's programs and facilities are designed to impact the wellness of the community and include free (when and where possible) nutrition and wellness seminars, blood pressure screening, cholesterol tests and fitness evaluations. Physical education emphasis is on the family with a full complement of programs for individuals age 6 months to senior citizen. Many participants are given the opportunity to participate at minimal charge through financial assistance. The Y looks to other community agencies for referrals to provide much needed health and physical education programs. We offer over 90 free youth, tween, adult and active older adults fitness classes to our members. 17,906 adults participated in free physical classes, and 4,251 youth enrolled in free youth programs.
4c (Code:   ) (Expenses $ 3,386,411 including grants of $   ) (Revenue $ 3,844,137 )
Aquatic Programs: YMCA Aquatic programs are part of the Y's overall goal of building health spirit, mind, and body. In addition to providing specific swimming and water safety skills, good health is promoted through regular exercise. Teamwork, self confidence, and leadership are also emphasized. Programs are offered at fees affordable to the community at large, with financial assistance to those who cannot afford the full fee. With 2 indoor and 3 outdoor swimming pools at the Phoenixville Branch, 2 indoor pools and outdoor swimming complex located at the Spring Valley Branch, and 2 indoor pools at the Pottstown Branch, Freedom Valley YMCA provides water education instruction for infants through senior citizens.Thousand of children and adults progress through infant, progressive, and adult instructional classes. Many participants find the warm water perfect for hydro-therapeutic exercises. The Y boasts the only pools of this kind in the area and provides countless hours of therapeutic exercises for individuals and groups with special needs. The specially designed indoor pools provide an access ramp allowing easy ingress and egress to the water. Also, specialized aquatic wheelchairs are provided for easy transfer of special needs participants. Spring Valley Branch offers programs for special needs youth. This program called Y-Knots, is a swim team for children with special needs. These children learn to swim and compete in a fun, loving environment. Volunteers play a big role in the success of the program. Community agencies and schools use the Y pools at greatly reduced or no fee. Last year we provided aquatic programs to 22,830 people infants through seniors. More than 15,680 children took swim classes at the Y. 6,390 adults participated in our aquatic exercise program. This included many participants in arthritic class, which increases joint flexibility and helps relieve pain for a welcome alternative for people who are usually unable to participant in regular exercise classes.760 youth participated on our competitive swim teams. We also offer lifeguarding courses. Upon successful completion, the student will receive YMCA Lifeguarding, Standard First Aid and CPR for the Professional Rescuer, and AED certifications. This prepares many youth for year-round employment opportunities throughout the community. Subsidies valued at $235,978 were provided to children, adults, and senior citizens. An additional $41,765 was given to special needs individuals and groups for therapeutic purposes. We continue to focus on the national YMCA program thrust which promotes character development. This program is based on 4 character values: Caring, Honesty, Respect and Responsibility. Learning strategies are developed and implemented by our teachers, instructors, and leaders that encourage participants to exemplify these four important character values.
(Code:   ) (Expenses $ 1,191,334 including grants of $   ) (Revenue $ 1,599,063 )
Camp Programs: Revering nature and the fullness of God's bounty is a major program goal for Freedom Valley YMCA. YMCA day-camping programs are: educational, promote spiritual awareness, mental development, physical well-being, social growth, and a respect for the environment. Through a variety of activities and the use of natural surroundings, YMCA day camps help participants achieve their fullest potential in spirit, mind and body. Campers acquires new skills, confidence, self-discipline, and a sense of values under the guidance of caring, well-trained and experienced staff. Interesting and challenging activities in small and large groups enable campers to learn trust, confidence and teamwork skills. All of our camps have unique qualities that make them a fun and a special place where children have an unforgettable summer. For a large majority of participants, day camp programs serve as childcare for parents in the summertime, allowing the parent to remain gainfully employed. Tuition assistance is offered to parents unable to afford the full fee. The camping program of Freedom Valley YMCA consists of: a day camp program, which primarily serves as a summertime childcare program, and before and after camp care to accomodate various schedules of working parents. Our day camp programs are a recreational and lasting experience of personal enrichment. Camps are structured to help youngsters learn the value of cooperation and gain confidence to challenge them to achieve positive personal growth. With special attention on the YMCA core values, campers have exposure to a place where they will try new things and make new friends. The majority of our campers come from single parent or dual working parent homes. The YMCA provides safe, clean environments and quality programs in which children can spend their summer days. We offer a valuable alternative to children staying home alone, in indoor childcare facilities, or at a babysitter's house. Our hours are flexible 6:30 AM - 6:30 PM, Monday through Friday. Our camps are open for eleven weeks each summer and serve approximately 1,320 campers per day from 3 to 15 years of age at 5 convenient locations. Freedom Valley YMCA recognizes the cost of summer can be overbearing, so we offer tuition assistance to families in need. Last summer 669 camp participants received $212,517 in direct and indirect financial assistance. In addition to the regular day camp programs, we also offer Sports Camps which are designed to teach and enhance sport skills, fair play and sportmanship through the use of drills and game play. The focus is on full and equal participation of all, where every child plays in every game. Also offered are Focus Camps: arts, science, and specialty camps are held for 2 week sessions. Swimming and other camp activities complete the campers experience. All camps emphasize safety, cooperation, self-esteem and respect for others. Counselor in Training Program (CIT) is offered for ages 13 and up. This program is designed to develop leadership skills while preparing teenagers for their first job experience. CIT's gain training in childcare, risk management, safety and communication, and practice these skills by working with younger children and planning large group activities. Freedom Valley YMCA believes all children are first and foremost children , regardless of need or abilities. Camp MAJIC and Camp AKIA encourage children to participate fully, but not beyond their capabilities with low camper-to-counselor ratios. Camp MAJIC is designed for campers with physical, social, emotional and mental disabilities for ages 3 to 12. Grouped by age and ability level, campers are introduced to camp activities such as: swimming, games, crafts and much more. Camp AKAI are bright, creative boys and girls ages 5-12 who have difficulty connecting with their peers. This camp strives to build self-confidence and find success. Preschool children 2 1/2 to 5 years have the opportunity to attend our Nursery School Camp. This camp offers all the fun and learning experiences of a day camp in a half day program specifically designed for preschoolers. (1,320 campers daily)
4d Other program services. (Describe in Schedule O.)
(Expenses $ 1,191,334 including grants of $ 0 ) (Revenue $ 1,599,063 )
4e Total program service expensesMediumBullet$ 20,903,507
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 I.......................
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 II...
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 ....................
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 IV...................
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.
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.
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.
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
 
No
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.......... Click to see attachment
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..... Click to see attachment
22
Yes
 
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......
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................
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...........................
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...............
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 .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
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..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
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........
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.....................
34
 
No
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
 
No
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...
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...........
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 VI
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
144
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
 
 
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
2,016
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
Yes
 
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
1
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
 
No
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
No
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
27
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
27
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
 
No
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
 
No
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
 
No
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
Yes
 
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
 
No
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
 
 
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
PA
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
Freedom Valley YMCA
19 W Linfield Trappe Road
Limerick,PA19468
(484) 674-6231
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) Sanford Lipstein
Chairman
 .50 X           0 0 0
(2) Theodore Michaels Esq
At Large Executive Committee
 .50 X           0 0 0
(3) David L Allebach Jr Esq
Board Member
 0 X           0 0 0
(4) Thoman McVeigh
Vice Chairman
 .50 X           0 0 0
(5) Kathy Brandon
Board Member
 0 X           0 0 0
(6) Scott Cowan
At Large Executive Committee
 .50 X           0 0 0
(7) Janet Ellison
Board Member
 0 X           0 0 0
(8) J George Sweeney
Secretary
 .50 X           0 0 0
(9) Brad Macy
Board Member
 0 X           0 0 0
(10) Steven Rothenberger
Board Member
 0 X           0 0 0
(11) Stephen Tullman
Board Member
 0 X           0 0 0
(12) John Rapchinski
Board Member
 0 X           0 0 0
(13) Daniel Boyer
Board Member
 0 X           0 0 0
(14) Kevin Christman
At Large Executive Committee
 .50 X           0 0 0
(15) Michael G Abruzzo
Board Member
 0 X           0 0 0
(16) Amit Dogra
Treasurer
 .50 X           0 0 0
(17) Mark K Exley
Board Member
 0 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) Derek Jenkins
Board Member
 0 X           0 0 0
(19) Kevin Moore
Board Member
 0 X           0 0 0
(20) Vernon Ross Jr
Board Member
 0 X           0 0 0
(21) Paul T Touhey Jr
Board Member
 0 X           0 0 0
(22) Dean Becker
Board Member
 0 X           0 0 0
(23) Kathleen DeLawrence
Board Member
 0 X           0 0 0
(24) John Mannato
Board Member
 0 X           0 0 0
(25) Michael Schaffer
Vice Chairman
 0 X           0 0 0
(26) David Ferguson
Board Member
 0 X           0 0 0
(27) Jeff Stauffer
Board Member
 0 X           0 0 0
(28) Jay R Schaeffer
President CEO
 45     X       306,972 0 0
(29) Ann Nelson
Branch Executive Dir
 45.0         X   146,470 0 0
(30) Jonathan Agnew
COO & Phoenixville Branch Executive Director
 45.0         X   119,443 0 0
(31) Mary Denise Marsh
Controller
 45.0         X   105,184 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 678,069 0 0
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet4
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
Wilson Metz
Route 113
P O Box 115
Creamery,PA19430 		Provides busing service for childcare programs 334,125
Rissler Masonry
1739 Turkey Hill Road
East Earl,PA17519 		Building Contractor 115,500
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet  
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a 99,090
b Membership dues....1b 0
c Fundraising events....1c 149,936
d Related organizations...1d 0
e Government grants (contributions)1e 0
f All other contributions, gifts, grants, and
similar amounts not included above1f 		1,406,798
g Noncash contributions included in lines 1a-1f:$ 0
h Total. Add lines 1a-1f.......MediumBullet 1,655,824
Program Service Revenue Business Code
2a
b
c
d
e
f All other program service revenue . 22,473,005 22,473,005 0 0
g Total. Add lines 2a–2f........MediumBullet 22,473,005
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 225,318 0 0 225,318
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0 0 0 0
5 Royalties............MediumBullet 0 0 0 0
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss) 0 0
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss) 0 0
d Net gain or (loss)..........MediumBullet        
8a Gross income from fundraising events (not including
$ 105,648
of contributions reported on line 1c). See Part IV, line 18 ...
a 149,936
b Less: direct expenses ...b 44,288
c Net income or (loss) from fundraising events..MediumBullet 105,648 105,648 0
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 289,851
b Less: cost of goods sold ..b 143,002
c Net income or (loss) from sales of inventory..MediumBullet 146,849 146,849 0 0
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue .... 175,916 175,916 0 0
e Total. Add lines 11a–11d ......MediumBullet 175,916
12 Total revenue. See Instructions....MediumBullet 24,782,560 22,795,770 105,648 225,318
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 0 0
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 7,913 7,913
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 0 0
4 Benefits paid to or for members 0 0
5 Compensation of current officers, directors, trustees, and key employees .... 358,585 143,435 179,292 35,858
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0 0 0 0
7 Other salaries and wages 12,089,195 11,453,937 489,413 145,845
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 490,299 449,066 31,838 9,395
9 Other employee benefits ....... 1,157,303 998,939 155,148 3,216
10 Payroll taxes ........... 865,213 848,657 4,106 12,450
11 Fees for services (non-employees):        
a Management ...... 0 0 0 0
b Legal ......... 40,304 369 24,144 15,791
c Accounting ........... 23,075 0 23,075 0
d Lobbying ........... 0 0 0 0
e Professional fundraising. See Part IV, line 17.. 0 0
f Investment management fees ...... 16,549 0 0 16,549
g Other .......... 516,260 380,455 95,124 40,681
12 Advertising and promotion .... 234,603 198,811 24,610 11,182
13 Office expenses ....... 1,394,474 1,104,140 62,349 227,985
14 Information technology ...... 92,750 55,650 23,188 13,912
15 Royalties .. 0 0 0 0
16 Occupancy ........... 2,537,388 2,519,010 12,330 6,048
17 Travel ............ 281,545 243,190 23,810 14,545
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0 0 0 0
19 Conferences, conventions, and meetings .... 113,134 60,473 23,482 29,179
20 Interest ........... 359,837 359,837 0 0
21 Payments to affiliates ....... 209,338 205,838 3,500 0
22 Depreciation, depletion, and amortization ..... 1,583,724 1,542,150 41,574 0
23 Insurance .............. 132,110 110,765 13,029 8,316
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 Leased Equipment 196,490 196,490 0 0
b Dues 40,536 24,382 14,893 1,261
c Increase in Pledge Allowance 6,000 0 0 6,000
d
e
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 22,746,625 20,903,507 1,244,905 598,213
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 .......... 5,594,476 1 6,509,439
2 Savings and temporary cash investments ....... 1,917,381 2 2,246,486
3 Pledges and grants receivable, net ......... 941,615 3 759,821
4 Accounts receivable, net ......... 372,862 4 364,269
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 0 5 0
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 .......... 0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 0 8 0
9 Prepaid expenses and deferred charges ............ 418,922 9 485,631
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 48,869,291
b Less: accumulated depreciation. ..... 10b 17,525,005 31,044,458 10c 31,344,286
11 Investments—publicly traded securities .......... 3,801,836 11 4,034,677
12 Investments—other securities. See Part IV, line 11 ......   12 0
13 Investments—program-related. See Part IV, line 11 ..   13 0
14 Intangible assets ......... 0 14 0
15 Other assets. See Part IV, line 11 ........... 38,152 15 85,609
16 Total assets. Add lines 1 through 15 (must equal line 34)... 44,129,702 16 45,830,218
Liabilities 17 Accounts payable and accrued expenses . 789,340 17 923,597
18 Grants payable .......... 0 18 0
19 Deferred revenue .......... 619,000 19 563,000
20 Tax-exempt bond liabilities .......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 8,495,755 23 8,082,675
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities. Complete Part X of Schedule D..... 4,700 25 4,104
26 Total liabilities. Add lines 17 through 25..... 9,908,795 26 9,573,376
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 ..... 32,344,975 27 35,507,626
28 Temporarily restricted net assets ..... 1,777,259 28 749,216
29 Permanently restricted net assets ..... 98,673 29 0
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 ..... 34,220,907 33 36,256,842
34 Total liabilities and net assets/fund balances ..... 44,129,702 34 45,830,218
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
24,782,560
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
22,746,625
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
2,035,935
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
34,220,907
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
0
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
36,256,842
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: Modified Accrual
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
 
No
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
 
 
Form 990 (2010)
Additional Data


Software ID: 10000077
Software Version: v1.00
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
FREEDOM VALLEY YMCA
 
Employer identification number

23-1401544
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.") . 1,144,127 3,993,027 2,725,290 1,590,082 1,761,472 11,213,998
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...... 17,403,673 19,833,641 22,382,432 21,714,114 22,473,005 103,806,865
3 Gross receipts from activities that are not an unrelated trade or business under section 513.. 0 0 0 0 0 0
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... 0 0 0 0 0 0
5 The value of services or facilities furnished by a governmental unit to the organization without charge.. 0 0 0 0 0 0
6 Total. Add lines 1 through 5. 18,547,800 23,826,668 25,107,722 23,304,196 24,234,477 115,020,863
7a Amounts included on lines 1, 2, and 3 received from disqualified persons... 48,500 61,835 39,958 24,000 44,855 219,148
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. 0 0 915,000 0 0 915,000
c Add lines 7a and 7b.. 48,500 61,835 954,958 24,000 44,855 1,134,148
8 Public Support (Subtract line 7c from line 6.)           113,886,715
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... 18,547,800 23,826,668 25,107,722 23,304,196 24,234,477 115,020,863
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 437,462 298,858 217,441 204,709 225,318 1,383,788
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. 0 0 0 0 0 0
c Add lines 10a and 10b. 437,462 298,858 217,441 204,709 225,318 1,383,788
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. 0 0 0 0 0 0
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) 20,140 18,000 24,274 3,717 0 66,131
13 Total support (Add lines 9, 10c, 11 and 12.). 19,005,402 24,143,526 25,349,437 23,512,622 24,459,795 116,470,782
14
Section C. Computation of Public Support Percentage
15
15
97.781 %
16
16
97.693 %
Section D. Computation of Investment Income Percentage
17
17
1.188 %
18
18
1.219 %
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
Insurance Claim Proceeds 20,140 Insurance Claim Proceeds 18,000 Insurance Claim Proceeds 24,274 Insurance Claim Proceeds 1,595 Sale of Vehicle $2,122
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID: 10000077
Software Version: v1.00
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
FREEDOM VALLEY YMCA
 
Employer identification number

23-1401544
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
FREEDOM VALLEY YMCA
  		Employer identification number

23-1401544
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
FREEDOM VALLEY YMCA
  		Employer identification number

23-1401544
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
FREEDOM VALLEY YMCA
  		Employer identification number

23-1401544
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: 10000077
Software Version: v1.00
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
FREEDOM VALLEY YMCA
 
Employer identification number

23-1401544
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 .... 3,703,163 3,437,219 3,774,446
b Contributions ........ 26,039 3,218 3,867
c Investment earnings or losses ... 322,960 276,456 -327,916
d Grants or scholarships ..... 0 0 0
e Other expenditures for facilities
and programs ........ 		0 0 0
f Administrative expenses .... 17,485 13,730 13,178
g End of year balance ...... 4,034,677 3,703,163 3,437,219
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet100 %
b
Permanent endowment: SchDMd Bullet0 %
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 ................. 1,391,973 0 1,391,973
b Buildings ................ 39,375,746 0 11,490,442 27,885,304
c Leasehold improvements ............ 793,538 0 43,227 750,311
d Equipment ................ 6,940,341 0 5,624,281 1,316,060
e Other ................. 367,693 0 367,055 638
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 31,344,286
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
(1) Loan fees less amoritization 35,609
(2) Deposit Agreement of Sale on Land Purchase 50,000







Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 85,609
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  
Custodial Reserve - Special Needs Program 1,759
Custodial Reserve - Memorial 1,770
Custodial Reserve - Christian Emphasis 410
Custodial Reserve - Health Insurance Deposit 165





Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 4,104
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 24,782,560
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 22,746,625
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 2,035,935
4 Net unrealized gains (losses) on investments .......................... 4 175,916
5 Donated services and use of facilities ............................. 5 0
6 Investment expenses ................................... 6 0
7 Prior period adjustments .................................. 7 0
8 Other (Describe in Part XIV) ................................. 8 0
9 Total adjustments (net). Add lines 4 - 8 ............................. 9 175,916
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 2,211,851
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 24,969,850
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 0
b Donated services and use of facilities ......... 2b 0
c Recoveries of prior year grants ........... 2c 0
d Other (Describe in Part XIV): ............ 2d 187,290
e Add lines 2a through 2d ..................... 2e 187,290
3 Subtract line 2e from line 1..................... 3 24,782,560
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 0
b Other (Describe in Part XIV): ........... 4b 0
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 24,782,560
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 22,933,915
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 0
b Prior year adjustments .............. 2b 0
c Other losses ................ 2c 0
d Other (Describe in Part XIV): ............ 2d 187,290
e Add lines 2a through 2d...................... 2e 187,290
3 Subtract line 2e from line 1..................... 3 22,746,625
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 0
b Other (Describe in Part XIV): ............ 4b 0
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 22,746,625
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
SchD_P05_S00_L04 Schedule D, Part V, Line 4 The Association has a spending policy of appropriating funds from its Board designated endowment as needed for the purposes of reinvestment into the endowment fund, capital expenditures, or special project and programs. The Association considers the market rate of return and the amount of available funds in the endowment.
SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Sales of related items and special events expense
SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Sales of related items and special events expense
Schedule D (Form 990) 2010

Additional Data


Software ID: 10000077
Software Version: v1.00




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
FREEDOM VALLEY YMCA
 
Employer identification number

23-1401544
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

Golf Outing
(event type) 		(b) Event #2

Comedy Night
(event type) 		(c) Other Events

1
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 111,910 21,526 16,500 149,936
2 Less: Charitable
contributions . . . 		83,341 12,321 9,986 105,648
3 Gross income (line 1
minus line 2) . . . 		28,569 9,205 6,514 44,288
VerticalDirectExpenses 4 Cash prizes . . . 0 0 0 0
5 Non-cash prizes . . 0 0 0 0
6 Rent/facility costs . . 11,041 1,305 250 12,596
7 Food and beverages . . 12,138 4,474 3,861 20,473
8 Entertainment . . . 0 2,000 2,000 4,000
9 Other direct expenses . 5,390 1,426 403 7,219
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 44,288
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow 0
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: 10000077
Software Version: v1.00
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
FREEDOM VALLEY YMCA
 
Employer identification number
23-1401544
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance






















2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
 
3
Enter total number of other organizations ................................ . Bullet Image
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) Assistance to Individuals YMCA of the USA World Service Campaign Earthquake victims in Japan 1 1,000 0    
(2) Assistance to Individuals YMCA of the USA World Service Campaign Support of Russian YMCA National Center and Camp 1 3,000 0    
(3) Assistance to Individuals 50 0 1,613   Thanksgiving Food Baskets distributed to needy families
(4) Assistance to Individuals 2 2,000 0   Scholarships awarded to high school seniors for higher education.







Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
SchI_P01_S00_L02 Schedule I, Part I, Line 2 We provide special assistance to individuals through scholarships for higher education. Scholarship applications are distributed to local high school. Applications and scholarship criteria is reviewed by scholarship committee before awarding grant. Baskets of food are given to needy families at Thanksgiving. We work with local community service organizations to identify specific families. YMCA of the USA distributes funds for World Service Campaign support.
Schedule I (Form 990) 2010


Additional Data


Software ID: 10000077
Software Version: v1.00


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
FREEDOM VALLEY YMCA
 
Employer identification number

23-1401544
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
Yes
 
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) Jay R Schaeffer (i)
(ii)		 246,972
0 		60,000
0 		0
0 		0
0 		38,957
0 		345,929
0 		 
 
(2) Ann Nelson (i)
(ii)		 137,620
0 		8,850
0 		0
0 		0
0 		19,546
0 		166,016
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
SchJ_P01_S00_L03 Schedule J, Part I, Line 3 President & CEO: Freedom Valley YMCA has a salary administration plan. Salary follows the guidelines established by YMCA of the USA. YUSA recommends salary ranges based on the size of the YMCA. Freedom Valley YMCA Personnel Committee meets annually to review and approve salary and increase.
SchJ_P01_S00_L06 Schedule J, Part I, Line 6 Incentive Plan based on accomplishment of predetermined goals, and subsequent payment is determined by net position of the organization.
Schedule J (Form 990) 2010

Additional Data


Software ID: 10000077
Software Version: v1.00
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
FREEDOM VALLEY YMCA
 
Employer identification number
23-1401544
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 East Norriton Industrial Development Authority
  		23-1401544   09-11-2003 10,000,000 Construct Facility   X   X   X
B West Norriton Township Industrial Development Authority
  		23-1401544   12-16-2005 10,000,000 Refinance Bond A   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . . 10,000,000 2,011,682    
2 Amount of bonds defeased . . . . 0 0    
3 Total proceeds of issue . . . . 10,000,000 10,000,000    
4 Gross proceeds in reserve funds . . 0 0    
5 Capitalized interest from proceeds. 0 0    
6 Proceeds in refunding escrow. . . . . 0 0    
7 Issuance costs from proceeds . . . 123,475 50,867    
8 Credit enhancement from proceeds. 0 0    
9 Working capital expenditures from proceeds . . 0 0    
10 Capital expenditures from proceeds . . 9,876,525 0    
11 Other spent proceeds . . 0 9,949,133    
12 Other unspent proceeds. . . 0 0    
13 Year of substantial completion . . . 2004 2004
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue?   X X          
15 Were the bonds issued as part of an advance refunding issue?   X   X        
16 Has the final allocation of proceeds been made? . . X   X          
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X   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   X        
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . .   X   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   X        
b Are there any research agreements that may result in private business use of bond-financed property? . .   X   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   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 % 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 % 0 %    
6 Total of lines 4 and 5 . . .. . . . . . 0 % 0 %    
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? X   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   X        
2 Is the bond issue a variable rate issue? X     X        
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue?   X   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   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   X        
6 Did the bond issue qualify for an exception to rebate? . . .   X   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: 10000077
Software Version: v1.00

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
FREEDOM VALLEY YMCA
 
Employer identification number

23-1401544
Identifier Return Reference Explanation
F990_P01_S00_L01 Form 990, Part I, Line 1 Freedom Valley YMCA is essentially a membership association of men, women and children of all ages, abilities, incomes, races and religions. It is dedicated to building healthy spirit, mind and body of individuals and families. The purpose of Freedom Valley Young Men's Christian Association is to improve the quality of life in our community by offering programs, services and facilities that promote strong families, good health, fitness, wellness, community services, youth and adult development and equality for all. We encourage sensitivity to the physical, mental and spiritual enhancement of all persons regardless of age, sex, race, religious affiliation or economic status. Freedom Valley YMCA is the 4th largest YMCA in PA and 52nd largest YMCA in the United States. We provide programs and services to a population of over 350,000 in 35 municipalities within a 350 square mile area. Last year we served over 53,200 members. Our members represent all areas of our community in socioeconomic status, cultural and ethnic backgrounds, religious affiliations, family structures and occupations. We firmly believe everyone belongs to the YMCA. During FY11, $2,446,765 in direct and indirect financial assistance was awarded to 5,222 individuals. The 5 branches of Freedom Valley YMCA facilities offer the following: DANIEL J. DETWILER PHOENIXVILLE YMCA encompasses 51 acres, located in Chester County, Phoenixville, PA. This facility includes state of the art wellness center, Bradley S. Thomson Activity Center with 3 gymnasiums and multi-purpose space, childwatch rooms and playground, 3 outdoor pools with water slides, 2 indoor pools, whirlpool, steam room and sauna, 2 double gymnasiums, 2 racquetball courts, 2 indoor elevated walking and jogging tracks, preschool childcare center, exercise studios, cycling room and an intergenerational center. SPRING VALLEY BRANCH located in Montgomery County, Limerick, PA offers: an outdoor pool complex with water slides, enclosed spray pad, 2 double gymnasiums, whirlpool and sauna, outdoor walking trail, Cafe YMCA, traverse rock wall, and childwatch, An addition to the facility during the year expanded the wellness center, added program space for the special needs program, multi purpose rooms, and space to relocate the Corporate Office. POTTSTOWN YMCA is located in Montgomery County, PA in the Borough of Pottstown. Pottstown YMCA has a proud history and heritage dating back to 1880. The facility includes: fitness/wellness center with Nautilus, free weight and cardio equipment, 2 indoor pools, indoor track, 2 gymnasiums, racquetball courts, child development center, sauna, whirlpool and steam room, kids zone, and childwatch. The Pottstown Area Senior Citizens Center is also housed in the YMCA building. AUDUBON YMCA is located in Montgomery County, West Norriton, PA. This branch also brings YMCA services, activities, and mission to convenient locations in the Borough of Norristown. Swim lessons and recreational swimming is offered at the local high school. The facility includes: wellness center, full circuit of strength training equipment, free weight area, cardio machines with Direct TV and personal screens, spinning room, childcare center, childwatch and all purpose exercise room. During the summer the Audubon Branch operates an outdoor pool complex in West Norriton Township providing recreational swimming and swim lessons. UPPER PERKIOMEN VALLEY YMCA is located in Montgomery County, PA in the Pennsburg Square Shopping Cener. This branch offers state of the art cardio equipment, full circuit of strength training equipment, Olympic free weight area, childwatch room, 2 large all purpose program rooms. Swimming classes and recreational swimming are offered at the local high school. This branch also operates an outdoor pool complex located in Upper Hanover Township. This complex includes 2 pools, baseball fields, pavilion, playground equipment, basketball and tennis courts and Xtreme Y skate park.
F990_P03_S00_L00a Form 990, Part III (Cont. 1) The purpose of Freedom Valley Young Mens Christian Association is to improve the quality of life in our community by offering programs, services and facilities that promote strong families, good health, fitness, wellness, community services, youth and adult development and equality for all. Our programs and services are offered to provide Youth Development, Healthy Living, and Social Responsibility to members of our community. We encourage sensitivity to the physical, mental and spiritual enhancement of all persons regardless of age, sex, race, religious affiliation or economic status. The goals of all YMCA programs and practices are to help participants grow as responsible members of families and communities; recognize that everybody is a child of God and worthy of respect; understand that well being means a healthy spirit, mind and body, build self esteem, an appreciation of one's own self-worth; work for worldwide understanding; develop skills for leadership; revere nature and the fullness of God's bounty, develop moral and ethical behavior based on Christian Principles. The Y makes accessible the support and opportunities that empower people and communities to learn, grow and thrive. With a focus on youth development, healthy living and social responsibility, the Y nutures the potential of every youth and teen, improves the nation's health and well being, and provides opportunities to give back and support neighbors. We believe all kids deserve the opportunity to discover who they are and what they can achieve. That's why, through the Y, youth are cultivating the values, skills and relationships that lead to positive behaviors, better health and educational achievement. Freedom Valley YMCA brings families closer together, encourages good health and fosters connections through fitness, sports, fun and shared interest. As a result, youth, adults and families are receiving the support, guidance and resources needed to achieve greater health and well being for their spirit, mind and body. Freedom Valley YMCA has been listening and responding to our communities' most critical social needs by developing skills or emotional well being through: education and training, welcoming and connecting diverse demographic populations, building healthier communities through collaborations with policymakers. Freedom Valley YMCA fosters the care and respect all people need and deserve. Freedom Valley YMCA has its roots in a dream for a place where children, families, senior citizens and those who are physically challenged could find wholesome recreation, physical activities, community services and childcare in an atmosphere that promotes positive values. Our Financial Assistance Program allows us to fulfill this commitment to offer our programs, services, and membership to all members of the community. No one with determinded financial need is turned away from participating in YMCA programs, services and membership. Over the past 13 years, Freedom Valley YMCA has provided over $15,110,015 in assistance to more than 96,400 people in need.
F990_P03_S00_L04b Form 990, Part III, Line 4b Classes offered to active older adults increase joint flexibility and improve cardiovascular health through moderate exercise. Last year we provided health enhancement and physical education programs to 48,870 people: infants through seniors. 16,680 children took gymnastic, skill classes and martial arts programs. 3,153 youth participated in our youth leagues. 28,833 adults participated in exercise programs including older adult exercise classes. An additional 204 adults participated in volleyball and soccer leagues. Youth sports programs promote an appreciation for a childs self-worth. Whatever the sport, the focus is on full and equal participation where every child plays in at least half of every game. Leagues are organized on the basis of skill clinics. YMCA youth sports programs emphasize development of skill, health and fitness, safety, cooperation teamwork, self-esteem and respect for others. Another important educational component are clinics for youth sports coaches. YMCA staff provide information related to positive coaching strategies, basic child development theory, child abuse training, and the YMCA Character Development program for more than 800 volunteer coaches. During FY11 $540,212 in direct and indirect financial assistance was awarded to 1,483 youth enabling them to participate in youth programs. Assistance totalling $223,843 was provided to active older adults, and an additional $41,768 was provided for physically challenged individuals and special population groups to benefit from exercise in our facilities. Classes for children with special needs are designed to encourage physical fitness while promoting social interaction and communication skills. Classes allow the children to interact with their peers, make new friends while having fun. Our Wellness Centers are for all members who are 14 years and older. The Wellness Center supports our mission to put Christian principles into practice through programs that build healthy spirit, mind, and body. The Wellness Center includes cardio equipment, cybex equipment, and free weights. Our highly trained staff is available for a free one-on-one session with members to begin their fitness program. Nutrition counseling is also offered to develop good eating habits. A separate youth fitness center is available at our Spring Valley Branch. YMCA family programs and recreational services help people grow as responsible members of families. Programs provide children and the parents with activities that foster understanding and companionship. Activities are planned to bring groups of families together to support each other. Parents have the opportunity to learn from each other and from their children in an enjoyable way. In additional to childcare services, Freedom Valley YMCA enhances family togetherness by providing recreational gym and pool time. Numerous family activities are planned throughout the year. Freedom Valley YMCA strives to provide activities for children that afford their parents time to take advantage of the YMCA facilities. Family Theme Nights are held once a month on Friday nights offering an evening of activities and family fun. YMCA Nursery School program is for children 2 through 5 years. This is a part time program which provides a beneficial social experience and a good foundation for future education. This program encourages attentive listening skills through the loving guidance of experienced teachers. Daily activities include circle time, arts and crafts, music and songs, games and play time. The children also participate in outdoor activities and field trips. This program is offered at 5 sites in our service area with a weekly participation of 275 children. Many preschool and youth development programs are offered including: art classes, introduction to sign language, literature-based circle time activities, cooking classes, plus many more that foster interaction by requiring a parent to attend and participate with the child. Research shows children make the decision to adapt a healthy or unhealthy behavior, that carries into adulthood, between the ages of 12 - 13. In support of this critical time, Freedom Valley YMCA joins PA YMCA's by providing all 7th grader's with a free membership. This membership is good at all 5 branches promoting the importance of a healthy and active life style. Teen program centers for ages 9 through 16 offer homework help, art appreciation, teen dances, community projects and a computer lab. The Audubon Branch provides educational, recreational, social and community services for Norristown youth, teens and families through the STRONG (striving to reach our needs and goals) program. Through academic support, career exploration and mentoring, STRONG programs help youth raise their academic standards, develop a positive sense of self-building character, explore diverse college and career options, plan for the future, and meet and interact with professionals who serve as role models to inspire them to reach greater heights. Y-Achievers program is held at the Audubon and Pottstown branches. Teen Leaders Clubs at Phoenixville and Spring Valley Branches teach leadership skills and give teens the opportunity to make friends, volunteer in the community, and discuss issues. Spring Valley Branch offers Friday Night Freedom for 9-12 year olds, a night of fun and challenging activities. We offer many active older adult activities. SASSY (senior ambassador of social services at the YMCA) is a popular program. This group meets once a month, and plans activities and events. Often a guest speaker is scheduled. Other activities and clubs offered weekly are: pool and ping pong, Wii tournaments, computer lab with small group instructions, card and board games, knitting group, and book clubs. Phoenixville and Spring Valley Branches have Intergenerational Centers, offering programs and activities for all ages. Direct and indirect Financial Assistance totalling $542,556 was awarded to individuals and families to afford them the opportunity to participate in YMCA family strengthening and recreational programs.
F990_P06_S0A_L07b Form 990, Part VI, Section A, Line 7b Members of the Association elect members to the governing Board of Directors.
F990_P06_S0B_L11a Form 990, Part VI, Section B, Line 11a Form 990 is reviewed with the CEO and Chairman of the Board of Directors. The Board meeting was held on March 26, 2012. The Chairman informed the Board he reviewed the form 990. He let all Board members know they will be receiving a copy via email.
F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c After election of new Board of Directors for the next year, each Board member is asked to complete a Conflict of Interest form annually.
F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 President & CEO: Freedom Valley YMCA has a salary administration plan. Salary follows the guidelines established by YMCA of the USA. YUSA recommends salary ranges based on the size of the YMCA. Freedom Valley YMCA Volunteer Personnel Committee meets annually to review and approve salary and increase.
F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Form 990, Governing documents, Conflict of Interest Policy, and Financial Statements are available to the public upon request.
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


Software ID: 10000077
Software Version: v1.00