Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (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 listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (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. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (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. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support Add lines 7 through 10. | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 118,893 | 129,225 | 216,964 | 135,620 | 718,507 | 1,319,209 |
| 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...... | 1,224,606 | 1,147,300 | 1,239,247 | 1,305,870 | 1,291,930 | 6,208,953 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | 1,343,499 | 1,276,525 | 1,456,211 | 1,441,490 | 2,010,437 | 7,528,162 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | 0 | |||||
| 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. | 7,483 | 7,314 | 101,839 | 9,425 | 584,686 | 710,747 |
| c | Add lines 7a and 7b.. | 7,483 | 7,314 | 101,839 | 9,425 | 584,686 | 710,747 |
| 8 | Public support (Subtract line 7c from line 6.) | 6,817,415 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 1,343,499 | 1,276,525 | 1,456,211 | 1,441,490 | 2,010,437 | 7,528,162 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 230 | 163 | 203 | 4,333 | 5,281 | 10,210 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 230 | 163 | 203 | 4,333 | 5,281 | 10,210 |
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | 7,922 | 3,082 | 9,637 | 20,641 | ||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 1,351,651 | 1,279,770 | 1,466,051 | 1,445,823 | 2,015,718 | 7,559,013 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
||||
| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
||||
|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
||||
|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | MISCELLANEOUS INCOME - 2010 AMOUNT: $ 588. 2011 AMOUNT: $ 30. FACILITY RENTAL - 2010 AMOUNT: $ 7,334. 2011 AMOUNT: $ 3,052. 2012 AMOUNT: $ 9,637. |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 4A | HEALTH AND WELLNESS FOR YOUTH AND ADULTS: HELPING PEOPLE OF ALL AGES AND ABILITIES DEVELOP HEALTH IN SPIRIT, MIND AND BODY IS AT THE CORE OF THE YMCA MOVEMENT. OUR PROGRAMS ARE DESIGNED TO HELP PEOPLE CREATE REALISTIC GOALS FOR SELF-IMPROVEMENT AND EMPHASIZE DISEASE PREVENTION THROUGH REGULAR EXERCISE, PROPER NUTRITION, STRESS MANAGEMENT, AND HEALTH EDUCATION. WE OFFER A VARIETY OF GROUP FITNESS CLASSES, WELLNESS CENTER WITH CARDIO EQUIPMENT, AND STRENGTH TRAINING AREA. WE ALSO OFFER CLASSES AND EQUIPMENT SPECIFICALLY FOR ACTIVE ADULTS OVER THE AGE OF 62. OUR ACTIVE OLDER ADULT AQUA SIZE IS AN AQUATICS PROGRAM THAT KEEPS SENIORS ACTIVE AND FLEXIBLE. OUR SILVER SNEAKERS GROUP FITNESS CLASS IS CUSTOMIZED TO ACCOMMODATE OLDER ADULTS, SEDENTARY INDIVIDUALS AND PEOPLE WITH PHYSICAL LIMITATIONS. 3,044 ADULTS SERVED DURING 2014 AGES 18-61. 1,090 ADULTS SERVED DURING 2014 AGES 62+. SPORTS & RECREATION: YMCA ADULT SPORTS PROGRAMS OFFER FUN WAYS FOR MEN AND WOMEN TO STAY ACTIVE, GET FIT AND EXPLORE NEW HOBBIES. THE YMCA OFFERS A VARIETY OF ADULT SPORTS LEAGUES AND PROGRAMS THAT PROVIDE FUN AND HEALTHY ACTIVITIES FOR ADULTS OF ALL FITNESS LEVELS. 178 ADULTS SERVED DURING 2014. HEALTHY LIFESTYLES: WE OFFER A RANGE OF OPPORTUNITIES FOR ADULTS TO CONTINUE THEIR EDUCATION. CLASSES OFFERED INCLUDE: AMERICAN HEART CPR, FIRST AID, BLOOD BORNE PATHOGENS, AND LIFEGUARD TRAINING AND RECERTIFICATIONS. 76 ADULTS SERVED DURING 2014. FREE LEARN TO SWIM: THE FLTS PROGRAM IS FOR YOUTH IN THE BRAINERD LAKES AREA GOING INTO 1ST-6TH GRADE. THE PROGRAM MEETS FIVE TIMES FOR 45 MINUTES CLASSES IN THE SUMMER. DURING THIS TIME YOUTH ARE EVALUATED BASED ON THEIR SKILLS AND WATER EXPERIENCE/EXPOSURE. IN THEIR SMALLER GROUPS THEY LEARN A VARIETY OF BASIC SWIMMING SKILLS INCLUDING; KICKING ON THEIR FRONT AND BACK, FLOATING, PADDLING WITH THEIR ARMS AND HOW TO LEVEL OFF AFTER JUMPING INTO THE WATER. WE ALSO TAKE ONE DAY TO FOCUS ON AQUATIC SAFETY IN OR AROUND LAKES, RIVERS, POOLS ETC. WE KNOW THAT THIS ONCE A WEEK PROGRAM IS ALL THE SAFETY TRAINING MANY KIDS IN OUR AREA WILL EVER HAVE DUE TO THEIR FAMILIES FINANCIAL STATUS. WE PACK AS MUCH LEARNING AND SAFETY INTO THESE FIVE DAYS AS WE CAN. 100 CHILDREN SERVED DURING 2014 |
| FORM 990, PART III, LINE 4B | DAYCARE PROGRAMS: OUR YMCA PROVIDES HIGH QUALITY CHILD CARE BY PROVIDING COMPREHENSIVE ACTIVITIES FOR INFANT THROUGH SCHOOL AGE CHILDREN DRAWING ON DIVERSE MEMBERS OF THE COMMUNITY. WE PROVIDE BOTH FULL AND PART TIME OPTIONS TO SERVE A WIDE RANGE OF FAMILY SCHEDULING NEEDS. WOVEN INTO THE FABRIC OF THE YMCA MISSION IS A COMMITMENT TO STRENGTHENING FAMILIES. YMCA CHILDCARE PROGRAMS RELIEVE THE BURDEN OF BALANCING WORK AND FAMILY AND MAKE IT POSSIBLE FOR PARENTS OF CHILDREN IN OUR CARE TO REMAIN GAINFULLY EMPLOYED, KNOWING THAT THEIR CHILDREN ARE THRIVING IN A SAFE, DEVELOPMENTALLY SOUND ENVIRONMENT. THE YMCA PROVIDES TUITION ASSISTANCE FOR SHORT TERM BABYSITTING AND FULL DAY CHILD CARE SERVICES. IN ADDITION, WE PROVIDE AID TO FAMILIES WHO NEED HELP DUE TO FAMILY VIOLENCE, SUBSTANCE ABUSE, ETC. BY COLLABORATING WITH OTHER SOCIAL SERVICE AGENCIES. WE ALSO PROVIDE A VARIETY OF ACTIVITIES THAT EMPHASIZE PARENT EDUCATION AND HELP PARENTS LEARN MORE ABOUT HOW TO RAISE HEALTHY, HAPPY CHILDREN WHO DEVELOP SELF-ESTEEM AND MORAL AND ETHICAL VALUES. LICENSED FOR 43 CHILDCARE PARTICIPANTS, 108 YOUNG PEOPLE SERVED DURING 2014. AFTER SCHOOL CARE: THE Y KIDS CLUB IS AVAILABLE DURING AFTER SCHOOL HOURS FOR ELEMENTARY AGED CHILDREN. DAILY ACTIVITIES INCLUDE ARTS/CRAFTS, COMPUTERS, SWIMMING AND GYM GAMES. HOMEWORK HELP IS ALSO PROVIDED BY A LICENSED TEACHER. MANY PROGRAMS ARE PROVIDED AT NO COST. FINANCIAL ASSISTANCE IS AVAILABLE FOR FEE-BASED PROGRAMS, SO A YOUNG PERSONS ECONOMIC CIRCUMSTANCES ARE NOT A BARRIER TO PARTICIPATION. WE ALSO PROVIDE TRANSPORTATION AFTER SCHOOL TO THOSE CHILDREN WHO NEED TO GET TO THE YMCA. 99 YOUNG PEOPLE WERE SERVED IN 2014. SWIM LESSONS: THE Y OFFERS A WIDE RANGE OF SWIMMING OPTIONS FOR THE WHOLE FAMILY. SWIMMING BUILDS SELF-CONFIDENCE AND DEVELOPS THE WHOLE PERSON SPIRIT, MIND AND BODY. CLASSES ARE DIVIDED INTO ABILITY GROUPS WHILE TRAINED INSTRUCTORS WHO EMPHASIZE PERSONAL SAFETY, SWIMMING SKILLS, ENDURANCE AND SOCIAL SKILLS GUIDED WITH PRAISE AND ENCOURAGEMENT. 798 YOUNG PEOPLE WERE SERVED IN 2014. SWIM TEAM: YMCA SWIM TEAM IS A COMPETITIVE PROGRAM THAT FOCUSES ON THE DEVELOPMENT OF ALL SWIM ABILITIES FOR YOUNG PEOPLE AGES 5 18. OUR TRAINED COACHES WORK TO IMPROVE SWIMMERS' SKILL LEVEL, ENDURANCE AND TO PROMOTE A HEALTHY LIFESTYLE. OUR PROGRAM EMBRACES THE YMCA CORE VALUES AND PROMOTES PROGRESSION AT AN INDIVIDUAL LEVEL. 177 YOUNG PEOPLE WERE SERVED IN 2014. SUMMER DAYCAMP: THE YMCA OUT N - ABOUT DAY CAMP PROGRAM PROVIDES A LASTING EXPERIENCE OF PERSONAL ENRICHMENT. DAY CAMPS OFFER ADVENTURE AND LEARNING ACTIVITIES THAT PROVIDE CHALLENGE AND PROMOTE SPIRITUAL AWARENESS, MENTAL DEVELOPMENT, PHYSICAL WELL-BEING, SOCIAL GROWTH, AND SELF-RESPECT. CAMPING HELPS YOUTH BECOME AWARE OF THEIR PHYSICAL AND MENTAL CAPABILITIES, TO RECOGNIZE THE VALUE OF COOPERATION, AND TO GAIN CONFIDENCE. 138 YOUNG PEOPLE WERE SERVED IN 2014. |
| FORM 990, PART VI, SECTION A, LINE 8B | MINUTES ARE TAKEN AT EACH BOARD MEETING. THERE ARE CURRENTLY NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS PRESENTED FOR REVIEW BY THE EXECUTIVE DIRECTOR AND THE SIGNING OFFICER OF THE ORGANIZATION BEFORE FILING WITH THE IRS. THE 990 IS ALSO MADE AVAILABLE ELECTRONICALLY TO THE FINANCE COMMITTEE AND THE GOVERNING BODY OF THE BOARD OF DIRECTORS FOR THEIR INSPECTION, REVIEW, AND COMMENTS. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST POLICY WAS ADOPTED BY THE BOARD IN 2008. THIS POLICY COVERS ALL SIGNIFICANT PERSONS IDENTIFIED AS A DIRECTOR, OFFICER, KEY EMPLOYEE, OR COMMITTEE MEMBER WITH BOARD DELEGATED POWERS. PER THIS POLICY, ANNUAL DISCLOSURE OF CONFLICTS OF INTEREST ARE REQUIRED TO BE DOCUMENTED BY EACH SIGNIFICANT PERSON ON A QUESTIONAIRE/CHECKLIST FORM. THE POLICY RECOGNIZES THE DUTY TO DISCLOSE AND PROMPT DISCLOSURE IS REQUIRED AS CERTAIN MATTERS MAY ARISE. THE BOARD SHALL DETERMINE BY A MAJORITY VOTE OF DISINTERESTED DIRECTORS WHETHER THE DISCLOSED INTEREST RESULTS IN A CONFLICT OF INTEREST. WHEN A CONFLICT OF INTEREST IS DEEMED TO EXIST, THE BOARD WILL DETERMINE BY MAJORITY VOTE OF DISINTERESTED DIRECTORS, AFTER EXERCISING DUE DILIGENCE AND INVESTIGATION OF ALTERNATIVES, WHETHER THE TRANSACTION, CONTRACT, OR ARRANGEMENT IS FAIR AND REASONABLE AND SHOULD BE ENTERED IN TO. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE DIRECTOR COMPENSATION IS REVIEWED AND COMPARED TO THE COMPENSATION OF OTHER YMCA EXECUTIVE DIRECTORS AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD ANNUALLY. ALL OTHER COMPENSATION IS APPROVED ANNUALLY DURING THE BUDGETING PROCESS. THE EXECUTIVE DIRECTOR IS AUTHORIZED TO APPROVE COMPENSATION ADJUSTMENTS AT HIS DISCRETION. THE LAST COMPENSATION REVIEW WAS FEBRUARY 2015. THE BOARD IS NOT COMPENSATED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST |
| FORM 990, PART XI, LINE 1 | THE ORGANIZATION USES THE MODIFIED ACCRUAL METHOD OF ACCOUNTING. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITOR. THERE HAS BEEN NO CHANGE IN EITHER THE OVERSIGHT PROCESS OR THE SELECTION PROCESS DURING THE TAX YEAR. |
| Software ID: | |
| Software Version: |