Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (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 |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 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) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (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) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 10,383,123 | 11,294,907 | 21,096,613 | 19,506,740 | 12,925,735 | 75,207,118 |
| 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 | 633,655 | 713,748 | 662,279 | 670,569 | 425,044 | 3,105,295 |
| 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 | 11,016,778 | 12,008,655 | 21,758,892 | 20,177,309 | 13,350,779 | 78,312,413 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 25,000 | 64,301 | 36,231 | 125,532 | ||
| 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 | |||||
| c | Add lines 7a and 7b.. | 25,000 | 64,301 | 36,231 | 125,532 | ||
| 8 | Public support. (Subtract line 7c from line 6.) | 78,186,881 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 11,016,778 | 12,008,655 | 21,758,892 | 20,177,309 | 13,350,779 | 78,312,413 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 92,775 | 121,872 | 124,258 | 131,626 | 184,700 | 655,231 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 92,775 | 121,872 | 124,258 | 131,626 | 184,700 | 655,231 |
| 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.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 11,109,553 | 12,130,527 | 21,883,150 | 20,308,935 | 13,535,479 | 78,967,644 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 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) |
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| 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): |
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| 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 0.015 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 0.035 | 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 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2020 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2020 |
(iii) Distributable Amount for 2020 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2020 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2020: | ||||
| a From 2015....... | ||||
| b From 2016....... | ||||
| c From 2017....... | ||||
| d From 2018....... | ||||
| e From 2019....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2020 distributable amount | ||||
|
i
Carryover from 2015 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2020 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2020 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2020, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2020. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2021. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2016..... | ||||
| b Excess from 2017..... | ||||
| c Excess from 2018..... | ||||
| d Excess from 2019..... | ||||
| e Excess from 2020..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 4 | THE YMCA OF GREATER TULSA IS COMMITTED IN OUR EFFORTS TO KEEP KIDS IN SCHOOL, IMPROVE THE HEALTH OF OUR COMMUNITY'S CITIZENS AND OFFER OPPORTUNITIES FOR KIDS AND ADULTS TO HELP AND SERVE OTHERS THROUGH Y PROGRAMS. IN THE FALL OF 2017, OUR METROPOLITAN BOARD OF DIRECTORS, STAFF, AND BRANCH ADVISORY BOARD MEMBERS CREATED A NEW 2018-2021 STRATEGIC PLAN. WHAT FOLLOWS IS OUR BOLD VISION IN THREE CRITICAL AREAS THAT ARE ALIGNED WITH THE Y-USA AREAS OF FOCUS: YOUTH DEVELOPMENT HEALTHY LIVING SOCIAL RESPONSIBILITY IN THIS 990, WE ARE PLEASED TO SHARE OUR STRATEGIC PLAN AND HIGHLIGHT ACCOMPLISHMENTS MADE OVER THE LAST YEAR. YOUTH DEVELOPMENT: NURTURING THE POTENTIAL OF EVERY CHILD AND TEEN. WE BELIEVE THAT ALL KIDS DESERVE THE OPPORTUNITY TO DISCOVER WHO THEY ARE AND WHAT THEY CAN ACHIEVE. THE Y IS PROVIDING HUNDREDS OF YOUTH WITH A PLACE TO CULTIVATE THE VALUES, SKILLS AND RELATIONSHIPS THAT LEAD TO POSITIVE BEHAVIORS, BETTER HEALTH AND EDUCATIONAL ACHIEVEMENT. CHALLENGE: DURING AFTERSCHOOL HOURS, CHILDREN ARE MORE LIKELY TO PARTICIPATE IN RISKY BEHAVIOR, BECOME A VICTIM OF A CRIME, OR COMMIT ONE. AN ESTIMATED 25.4 PERCENT OF CHILDREN IN TULSA COUNTY DON'T GRADUATE FROM HIGH SCHOOL. OUR APPROACH: INCREASE CHILDREN'S READINESS FOR SCHOOL; STRENGTHEN READING ABILITY BY THIRD GRADE; REDUCE SUMMER LEARNING LOSS FOR CHILDREN; IMPROVE CHILDREN'S ACHIEVEMENT IN SCIENCE, TECHNOLOGY, ENGINEERING, AND MATHEMATICS (STEM) ACTIVITIES; DEVELOP STRATEGIES AIMED AT COLLEGE AND CAREER READINESS. OUR IMPACT OVER THE NEXT THREE YEARS: 100% OF CHILD DEVELOPMENT CENTER PARTICIPANTS ARE ON TRACK TO REACH OR EXCEED DEVELOPMENTALLY AGE-APPROPRIATE LEVELS; 85% OF CHILD DEVELOPMENT CENTER PARTICIPANTS SCORE WITHIN THE RANGE OF KNOWLEDGE FOR THEIR AGE GROUP; 100% OF GRADUATE OKLAHOMA (OUR SIGNATURE AFTERSCHOOL PROGRAM) AND SUMMER LEARNING INSTITUTE PARTICIPANTS SHOW AN INCREASE IN POSITIVE ATTITUDES AND SKILLS TOWARD STEM CAREERS AND FIELDS; 90% OF SUMMER LEARNING INSTITUTE PARTICIPANTS MAKE MARKED PROGRESS TOWARD THEIR GROWTH GOALS IN READING AND MATH; 100% OF GRADUATE OKLAHOMA PARTICIPANTS INCREASE READING ABILITY; 85% OF PARTICIPANTS HAVE AN INCREASED INTEREST IN POST-SECONDARY OPPORTUNITIES; 65% OF PARENTS REPORT INCREASED KNOWLEDGE AND PREPAREDNESS FOR POST-SECONDARY OPPORTUNITIES FOR THEIR CHILDREN. HEALTHY LIVING: IMPROVING TULSA'S HEALTH AND WELL-BEING THE Y BRINGS FAMILIES CLOSER TOGETHER, ENCOURAGES GOOD HEALTH AND FOSTERS CONNECTIONS THROUGH FITNESS, SPORTS, FUN AND SHARED INTERESTS. AS A RESULT, HUNDREDS OF FAMILIES ARE RECEIVING THE SUPPORT, GUIDANCE AND RESOURCES NEEDED TO ACHIEVE GREATER HEALTH AND WELL-BEING FOR THEIR SPIRIT, MIND AND BODY. CHALLENGE: OKLAHOMANS ARE AMONG THE LEAST HEALTHY IN THE COUNTRY, RANKING ONLY ABOVE MISSISSIPPI; DIABETES COSTS THE CITIZENS OF OKLAHOMA AN ESTIMATED $1.8 BILLION EACH YEAR; THE ESTIMATED COST ASSOCIATED WITH OBESITY IN OKLAHOMA IS MORE THAN $854 MILLION EACH YEAR. OUR APPROACH: INCREASE CHILDREN'S AND FAMILIES' KNOWLEDGE, ATTITUDES AND BEHAVIORS IN NUTRITION, EXERCISE AND OVERALL HEALTH; GROW THE NUMBER OF CHILDREN AND ADULTS WHO HAVE THE ABILITY TO SWIM AND ARE SAFE AROUND WATER; INCREASE THE NUMBER OF HISPANIC CHILDREN AND FAMILIES WHO IMPROVE THEIR HEALTH THROUGH THE Y; BRING TOGETHER THE EXPERIENCE AND EXPERTISE OF BOTH MEDICAL AND Y PROFESSIONALS TO IMPACT HEALTH. OUR IMPACT OVER THE NEXT THREE YEARS: 85% OF GRADUATE OKLAHOMA PARTICIPANTS MAINTAIN OR ACHIEVE AGE-APPROPRIATE HEALTHY BODY MASS INDEX, IMPROVE FLEXIBILITY, IMPROVE CARDIOVASCULAR FITNESS, AND INCREASE CORE STRENGTH; 90% OF MEMBERS REPORT THE Y HELPS THEM MEET THEIR HEALTH GOALS; 85% OF GRADUATE OKLAHOMA AND SUMMER LEARNING INSTITUTE PARTICIPANTS SHOW AN INCREASE IN OVERALL HEALTH; YMCA DIABETES PREVENTION PROGRAM PARTICIPANTS SHOW A REDUCTION IN WEIGHT AND AN INCREASE IN PHYSICAL ACTIVITY; YMCA MEMBERSHIP NUMBERS REFLECT A 10% INCREASE IN HISPANIC MEMBERS; STRONG MEDICAL PARTNERSHIPS EXIST IN OUR BRANCHES, INCLUDING COLLABORATIVE EFFORTS WITH THE UNIVERSITY OF OKLAHOMA'S COLLEGE OF COMMUNITY MEDICINE, OKLAHOMA STATE UNIVERSITY'S CENTER FOR HEALTH SCIENCES, INDIAN HEALTH CARE RESOURCE CENTER, AND ST. JOHN HEALTH SYSTEM. SOCIAL RESPONSIBILITY: GIVING BACK AND PROVIDING SUPPORT TO OUR NEIGHBORS. FOR 110 YEARS, THE Y HAS BEEN LISTENING AND RESPONDING TO OUR COMMUNITIES' MOST CRITICAL NEEDS. WHETHER DEVELOPING SKILLS OR EMOTIONAL WELL-BEING THROUGH EDUCATION AND TRAINING, WELCOMING AND CONNECTING DIVERSE DEMOGRAPHIC POPULATIONS, OR BUILDING HEALTHIER COMMUNITIES THROUGH COLLABORATIONS WITH POLICY-MAKERS, THE Y FOSTERS THE CARE AND RESPECT ALL PEOPLE NEED AND DESERVE. CHALLENGE: IN A TIME OF LIMITED RESOURCES, HUMAN SERVICE ORGANIZATIONS ARE STRETCHED BEYOND CAPACITY TO MEET COMMUNITY NEEDS. OUR APPROACH: INCREASE THE NUMBER OF MEMBERS AND PARTICIPANTS WHO VOLUNTEER FOR AND GIVE TO OUR Y; GROW THE NUMBER OF MEMBERS WHO SEE THE Y AS HAVING A POSITIVE IMPACT ON THE COMMUNITY; INCREASE THE NUMBER OF MEMBERS AND PARTICIPANTS WHO GAIN MORE KNOWLEDGE, SKILLS AND ABILITIES FOR THEMSELVES AND THEIR FAMILIES; ORGANIZE AND TRAIN OUR STAFF AND VOLUNTEERS TO EXECUTE OUR STRATEGIC PLAN; INCREASE EARNED AND CONTRIBUTED INCOME; MANAGE THE Y'S ASSETS AND LIABILITIES TO ACCOMPLISH OUR STRATEGIC VISION. OUR PRIORITIES OVER THE NEXT THREE YEARS: HEALTHY LIVING: PREVENTION- OUR Y IS A LEADER IN CHRONIC DISEASE MANAGEMENT PROGRAMS OFFERED IN AREAS OF THE GREATEST NEED. CARE- STRATEGIC MEDICAL PARTNERS SUPPORT ACCESS TO RESULTS-ORIENTED PROGRAMS. BELONGING AND ACCESS- WE SUPPORT THE DEVELOPMENT OF RELATIONSHIPS AND SMALL COMMUNITIES WITHIN THE Y TO EFFECT CHANGE. YOUTH DEVELOPMENT: READINESS- YOUNG CHILDREN ARE PREPARED AND EXCITED TO ENTER SCHOOL AND LEARN. ENGAGEMENT- Y FAMILIES FEEL CONNECTED AND EMPOWERED TO SUPPORT AND LEARN. ACHIEVEMENT- YOUTH ACHIEVE AND MAINTAIN MILESTONES ON TRACK WITH THEIR PEERS. METHODOLOGY- ENVIRONMENTS AND PARTNERSHIPS SUPPORT STUDENT LEARNING. SOCIAL RESPONSIBILITY: AWARENESS: OUR Y IS RECOGNIZED AS A CHARITABLE CAUSE WITH HIGH, POSITIVE COMMUNITY IMPACT. ACTION- WE HARNESS OUR COLLECTIVE IMPACT. CAPACITY BUILDING- OUR Y IS ADAPTABLE AND THRIVING TO ADDRESS COMMUNITY NEED. SUSTAINABILITY- OUR Y IS ABLE TO MEET OPPORTUNITIES AND CHALLENGES NOW AND IN THE FUTURE. ADVOCACY AND REACH- OUR Y HAS CLEARLY DEFINED PATH AND VOICE TO BUILD STRONG KIDS, FAMILIES, AND COMMUNITIES. 2020 STRATEGIC HIGHLIGHTS HEALTHY LIVING 84% OF OUR MEMBERS ACHIEVE THEIR WELLNESS GOALS; WE LAUNCHED A VIRTUAL GROUP EXERCISE PLATFORM TO ASSIST PEOPLE TO KEEP MOVING AT HOME DURING THE PANDEMIC; WE DELIVERED 1500 SOCCER BALLS TO FAMILIES AT THEIR HOME WITH IDEAS OF HOW TO KEEP MOVING FROM HOME AS A FAMILY DURING A PANDEMIC; OUR NET PROMOTER SCORE IS 17 POINTS HIGHER THAN INDUSTRY "EXCELLENCE; LAUNCHED EVOLT 360, BIOMETRIC IMPEDANCE TO SUPPORT GOAL SETTING IN THE CORPORATE COMMUNITY. YOUTH DEVELOPMENT 88% OF CHILDREN SCORE WITHIN THE APPROPRIATE RANGE FOR THEIR AGE IN GROSS MOTOR SKILLS AT OUR HUTCHERSON YMCA CHILD DEVELOPMENT CENTER; 91% OF CHILDREN SCORE WITHIN THE APPROPRIATE AGE RANGE FOR INCREASED COMMUNICATION SKILLS AT OUR HUTCHERSON YMCA CHILD DEVELOPMENT CENTER; 72% OF OUR CHILDREN IN THE YMCA'S SIGNATURE BEFORE AND AFTER SCHOOL PROGRAM GRADUATE OKLAHOMA (G0) ARE ABLE TO SELF-REGULATE DUE TO THEIR KNOWLEDGE GAINED AROUND SOCIAL AND EMOTIONAL LEARNING; 92% OF CHILDREN SCORED HIGHER ON THEIR POSTTEST VERSUS THEIR PRETEST IN CONFIDENCE AROUND WATER THROUGH WATER SAFETY AND SWIM SKILL KNOWLEDGE; THUNDER LEAGUE KICKED OFF, MAKING EVERY Y KID A THUNDER KID. SOCIAL RESPONSIBILITY WE BEGAN CONSTRUCTION OF THE HERMAN AND KATE KAISER YMCA. WE OPENED THE NEW KNEALE FAMILY AQUATIC CENTER AT THE R.C. DICKENSON YMCA. FORMATION OF THE DIVERSITY, INCLUSION AND GLOBAL INITIATES. WE SERVED OVER 400 KIDS A DAY IN VIRTUAL LEARNING AT OUR YMCA. WE DISTRIBUTED OVER 28,000 MEALS TO THE TULSA COMMUNITY WE PROVIDED OVER 1,700 BOXES OF GROCERIES TO FAMILIES OVER 2,400 PATIENTS WERE HELPED THANKS TO 800+ DONORS THAT GAVE BLOOD AT OUR YMCA'S THE Y TURNS NO ONE AWAY DUE TO THE INABILITY TO PAY. WE BELIEVE ANNUAL CAMPAIGN SUPPORT SAW AN INCREASE OF 1.6 MM IN SCHOLARSHIPS. |
| FORM 990, PART VI, SECTION A, LINE 1 | WE HAVE AN EXECUTIVE COMMITTEE THAT ACTS ON THE BOARDS BEHALF WHEN THE BOARD DOES NOT MEET. THESE MEMBERS ARE ALSO MEMBERS OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION'S MEMBERS ANNUALLY ELECT THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS HAVE THE RIGHT TO ELECT MEMBERS TO THE BOARD, BUT DO NOT RECEIVE DISTRIBUTIONS, INCOME OR ASSETS FROM THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CFO PROVIDES OUR INDEPENDENT ACCOUNTANTS INFORMATION REGARDING THE 990 TAX RETURN. AFTER THE ACCOUNTANTS HAVE PREPARED THE RETURN, A COPY IS PROVIDED BACK TO THE CFO FOR REVIEW. THE CFO REVIEWS THE RETURN IN DETAIL AND COMMUNICATES BACK TO THE ACCOUNTANTS ANY QUESTIONS OR CHANGES. AFTER THE FINAL DRAFT COPY HAS BEEN PREPARED AND REVIEWED, THE CFO THEN REVIEWS THE RETURN WITH THE CEO OF THE ASSOCIATION. AFTER APPROVAL FROM THE CEO, THE DRAFT COPY OF THE 990 RETURN IS THEN REVIEWED BY THE ASSOCIATION'S FINANCE COMMITTEE. AFTER THE FINANCE COMMITTEE REVIEWS THE RETURN, THEN THEY MAKE A RECOMMENDATION FOR APPROVAL TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS THEN REVIEWS THE RETURN AND APPROVES FOR FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. ADDITIONALLY, BOARD MEMBERS MAY RECUSE THEMSELVES OR APPOINT ANOTHER BOARD MEMBER FOR RECUSAL IF A CONFLICT OF INTEREST ARISES DURING A BOARD MEETING. ONGOING BOARD EDUCATION OCCURS THROUGHOUT THE YEAR TO REMIND MEMBERS OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL OF THE ORGANIZATION'S COMPENSATION PACKAGES ARE DETERMINED THROUGH THE USE OF THE HAY SALARY ADMINISTRATION SYSTEM, A POINT AND BASE PAY SYSTEM. THIS PROCESS COMES FROM YUSA TO YMCA'S AS A MEANS OF DETERMINING COMPENSATION. THE ORGANIZATION ALSO USES COMPARABILITY DATA FROM OTHER LIKE SIZE YMCA'S WHEN IT COMES TO ANY COMPENSATION/BENEFIT THAT IS NOT SALARY BASED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. THE ORGANIZATION IS IN THE PROCESS OF MAKING THE CONFLICT INTEREST POLICY AVAILABLE THROUGH ITS WEBSITE. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND INCLUDED WITH ITS ANNUAL REPORT ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION'S FINANCE COMMITTEE MEETS MONTHLY AND IS RESPONSIBLE FOR REVIEWING AND APPROVING MONTHLY FINANCIAL STATEMENTS AND REPORTS. IT IS RESPONSIBLE FOR REVIEW AND APPROVAL OF THE ORGANIZATION'S AUDIT REPORT. EVERY 3 TO 5 YEARS, THE FINANCE COMMITTEE CONSIDERS REQUESTING AUDIT PROPOSALS IN MAKING AN INDEPENDENT AUDITOR SELECTION. THIS PROCESS IS CONSISTENT WITH PRIOR YEARS. |
| FORM 990, PART VI, LINE 19 | THE FORM 990 TAX RETURN IS AVAILABLE THROUGH GUIDESTAR AND IT IS AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE UPON REQUEST. THE ANNUAL REPORT IS ACCESSIBLE ON OUR WEBSITE. WE ARE IN THE PROCESS OF MAKING THE FORM 990 AND THE CONFLICT OF INTEREST POLICY AVAILABLE ON OUR WEBSITE. |
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| Software Version: |