2023-11-15T18:48:43-06:00 2022-12-31 352102008 CNA TAX PROFESSIONALS INC 10475 CROSSPOINT BOULEVARD SUITE 200 INDIANAPOLIS IN 46256 990 2022-01-01 350876401 YOUNG MEN'S CHRISTIAN ASSOCIATION OF VALPARAISO INDIANA INC YOUN 2194624285 1201 CUMBERLAND CROSSING DRIVE VALPARAISO IN 46383 SHARON JOHNSON CEO 2194624285 2023-11-14 1 SHARON JOHNSON 999009999 1 SHAWN D DREIMAN CPA P00380913 3178413393 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SHARON JOHNSON 1201 CUMBERLAND CROSSING DRIVE VALPARAISO IN 46383 6249008 0 X WWW.VALPOYMCA.ORG X 1946 IN SEE SCHEDULE O FOR THE DETAILED MISSION DESCRIPTION. 19 19 414 540 0 0 2388476 823496 4398410 5005803 42030 124354 237651 232779 7066567 6186432 0 0 0 0 2942030 3343324 0 0 299001 2634681 2823190 5576711 6166514 1489856 19918 18902012 19968497 4627197 5963938 14274815 14004559 X OUR CAUSE:THE Y HELPS ALL PEOPLE - REGARDLESS OF AGE, INCOME OR BACKGROUND - DEVELOP THE SKILLS AND RELATIONSHIPS THEY NEED TO BE HEALTHY, CONFIDENT AND CONNECTED TO OTHERS. THE VALPARAISO FAMILY YMCA IS A CAUSE-DRIVEN CHARITABLE ORGANIZATION THAT BRINGS PEOPLE TOGETHER - MEMBERS, VOLUNTEERS, AND COMMUNITY LEADERS -TO BRING ABOUT MEANINGFUL CHANGE BY DEVELOPING THE POTENTIAL OF KIDS, IMPROVING HEALTH AND WELL-BEING, AND GIVING BACK AND SUPPORTING OUR NEIGHBORS.FOR 76 YEARS, OUR NON-PROFIT ORGANIZATION HAS BEEN GIVING PEOPLE OF ALL AGES AND BACKGROUNDS THE TOOLS AND SUPPORT THEY NEED TO LEARN, GROW AND THRIVE. WITH TWO MAIN CENTERS AND PROGRAM LOCATIONS WITHIN PORTER COUNTY, THE VALPARAISO FAMILY YMCA REACHES OVER 24000 LIVES - 1 IN EVERY 7 PEOPLE IN THE PORTER COUNTY AREA IT SERVES. BY NURTURING THE POTENTIAL OF CHILDREN AND TEENS, IMPROVING THE COMMYNITY'S HEALTH AND WELL-BEING AND PROVIDING OPPORTUNITIES TO SERVE OTHERS AND SUPPORT OUR NEIGHBORS. 0 0 5670897 5005803 OUR YMCA PROGRAMS, SUCH AS THOSE DESCRIBED BELOW, OFFER A RANGE OF EXPERIENCES THAT ENRICH COGNITIVE, SOCIAL, PHYSICAL, AND EMOTIONAL GROWTH.CHILD CARE: THE VALPARAISO FAMILY YMCA SEEKS TO PROVIDE ACCESSIBLE, HIGH QUALITY, COMPREHENSIVE CARE AND EDUCATION FOR A DIVERSE COMMUNITY IN A SAFE, NURTURING ENVIRONMENT. WE BELIEVE A PARTNERSHIP OF CHILD, PARENT, AND DEDICATED STAFF SUPPORTS CHILDREN IN OUR CARE TO BECOME RESPONSIBLE, RESPECTFUL AND CARING INDIVIDUALS. THE PARTNERSHIP STRIVES TO NOURISH THECHILDREN'S PHYSICAL, INTELLECTUAL, EMOTIONAL AND SOCIAL DEVELOPMENT BY PROVIDING WELL-ROUNDED, FUN, CREATIVE AND ENRICHING PROGRAMS AND EXPERIENCES. IN 2021, OVER 900 CHILDREN ATTENDED CHILDCARE PROGRAMS AND WE SUBSIDIZED A TOTAL OF $134,684.DURING 2022, OUR CHILDCARE PROGRAMS:*UTILIZED A RICH CURRICULUM TO HELP KIDS BUILD A STRONG FOUNDATION FOR FUTURE ACADEMIC AND LIFE(CONTINUED ON SCHEDULE O) 5670897 1 1 0 0 0 0 0 0 1 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 2 0 414 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X SHARON JOHNSON 2194624185 1201 CUMBERLAND CROSSING DR VALPARAISO IN 46383 ANNMARIE SEVERSON CVO - ELECT 2.00 X 0 0 0 PETER ANDERSON DIRECTOR 1.00 X 0 0 0 CHRISTY ELZBIECIAK DIRECTOR 1.00 X 0 0 0 DR JACK FELTON DIRECTOR 1.00 X 0 0 0 ERIC GIBSON DIRECTOR 1.00 X 0 0 0 JULIA HESS DIRECTOR 1.00 X 0 0 0 NICK LARSON DIRECTOR 1.00 X 0 0 0 LORI NICKLAS DIRECTOR 1.00 X 0 0 0 JOHN SCOTT DIRECTOR 1.00 X 0 0 0 RICHARD SEVERE DIRECTOR 1.00 X 0 0 0 LANIE STEINWART DIRECTOR 1.00 X 0 0 0 BONNIE STEPHENS DIRECTOR 1.00 X 0 0 0 SUSIE WIREMAN DIRECTOR 1.00 X 0 0 0 BEN ZIMMER DIRECTOR 1.00 X 0 0 0 JEFF FERNANDEZ DIRECTOR 1.00 X 0 0 0 MARK GILBOTA DIRECTOR OF FINANCE 40.00 X 34744 0 0 JIM CLARIDA CVO 2.00 X 0 0 0 MATT HARVEY TREASURER 2.00 X 0 0 0 KATHY IRELAND CVO - EMERITUS 2.00 X 0 0 0 CLAY PATTON SECRETARY 2.00 X 0 0 0 SHARON JOHNSON CEO 50.00 X 165087 0 0 199831 0 0 1 0 1 0 PRECISION CONTROL SYSTEMS INC 5610 W 82ND STREET INDIANAPOLIS IN 46278 ENGINEERING CONSULTANT 324534 VALE PARK DEVELOPMENT LLC 101 E 90TH DR MERRILLVILLE IN 46410 BROKER 299703 FIRST BANKCARD PO BOX 2340 OMAHA NE 68103 CREDIT CARD 181269 DAXKO 600 UNIVERSITY PARK PLACE SUITE 500 BIRMINGHAM AL 35209 SOFTWARE 124252 4 9000 508628 305868 823496 MEMBERSHIPS 3084510 3084510 PROGRAM FEES AND RENTA 1921293 1921293 5005803 124354 124354 215779 62576 153203 153203 79576 0 79576 79576 6186432 5005803 0 357133 271246 244378 9411 17457 2606101 2347959 90415 167727 223532 169460 13666 40406 242445 215509 10813 16123 315183 307646 2108 5429 56836 52320 4516 297895 265354 4941 27600 926833 911492 10934 4407 58939 55201 3117 621 28573 5721 19655 3197 143837 141394 1741 702 96164 85465 4802 5897 655165 644038 7931 3196 10809 10687 87 35 EQUIPMENT 188942 187986 249 707 MISCELLANEOUS 44014 26287 16746 981 6166514 5670897 196616 299001 2221883 2153397 300347 300797 390565 126175 22321 25631 11314 8893 46608 52372 21414637 7372244 14010841 14042393 7191 6214 1890942 2002093 0 1250532 18902012 19968497 205987 516324 169628 186379 4365000 3747423 2597 4151 0 264082 -116015 1245579 4627197 5963938 X 12960929 13112627 1313886 891932 14274815 14004559 18902012 19968497 19918 -290174 0 X 0 1 X 1 0 X 203339 323762 382318 2388476 823496 4121391 5817910 5537595 3982945 4398410 5005803 24742663 6021249 5861357 4365263 6786886 5829299 28864054 0 0 0 28864054 29640 71549 1540 33747 124354 260830 29640 71549 1540 33747 124354 260830 865 605 13981 15451 6050889 5933771 4367408 6834614 5953653 29140335 0.99050 0.99530 0.00900 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 674719 674719 18497126 6057967 12439159 1765728 1314277 451451 477064 477064 14042393 PLEDGES RECEIVABLE 170000 C INVESTMENTS 1832093 C 2002093 RIGHT OF USE OPERATING 1233424 RIGHT OF USE FINANCING 17108 1250532 LEASE LIABILITY - OPERATING, NET CURRENT PORTION 982405 LEASE LIABILITY - FINANCING, NET CURRENT PORTION 3174 CURRENT MATURITIES OF LONG TERM DEBT 260000 1245579 X PART X, LINE 2: EFFECTIVE DECEMBER 1, 2009, THE ORGANIZATION ADOPTED THE ACCOUNTING POLICY TO RECOGNIZE A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. SCH D, PART IV, LN 1B - AGENT, TRSTEE, CUST, OR OTHR INTERMEDIARY ARRANGEME SUNSHINE FUND IS AN EMPLOYEE FUND THAT IS HELD BY EMPLOYER. CONTRIBUTIONS ARE VOLUNTARY AND DISBURSEMENTS ARE PER THE SUNSHINE FUND POLICY FOR SPECIAL NEEDS OF THE EMPLOYEES. SCHEDULE D, PART X, LINE 2 - FIN 48 (ASC 740) FOOTNOTE EFFECTIVE DECEMBER 1, 2009, THE ORGANIZATION ADOPTED THE ACCOUNTING POLICY TO RECOGNIZE A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. IN YBASH 102202 102202 25871 RIS 58542 58542 13002 2 55035 55035 23703 215779 215779 62576 62576 153203 0 0 0 0 0 0 0 0 0 SHARON JOHNSON CEO 165087 0 0 0 0 0 0 0 0 0 165087 0 0 0 A CITY OF VALPARAISO 2015-09-22 5980000 TO REFUND THE SERIES 2007 BOND 0 0 0 A 7296990 700885 596104 165000 1 0 1 1 SCHED K, PART II, LINE 3 - ADDITIONAL INFORMATION TOTAL PROCEEDS ($7,296,990) DOES NOT EQUAL PAR AMOUNT OF BONDS ($5,980,000). DIFFERENCE IS MADE UP OF THE FOLLOWING: - PRIOR ISSUE DSR FUNDS $691,623 - PLEDGES RECEIVED FOR COSTS OF ISSUANCE $45,400 - PLEDGES RECEIVED $550,704 - PRIOR REPAIR AND MAINTENANCE RESERVE $29,263 FLANNIGAN BULK MAIN SERVICE FORMER BOARD MEMBER 1042 MAILINGS 0 VALE PARK FORMER OFFICER 276649 GROUND LEASE AND MAINTENANCE 0 FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION THE VALPARAISO FAMILY YMCA IS A CAUSE-DRIVEN CHARITABLE ORGANIZATION THAT BRINGS PEOPLE TOGETHER - MEMBERS, VOLUNTEERS, AND COMMUNITY LEADERS -TO BRING ABOUT MEANINGFUL CHANGE BY DEVELOPING THE POTENTIAL OF KIDS, IMPROVING HEAL TH AND WELL-BEING, AND GIVING BACK AND SUPPORTING OUR NEIGHBORS. FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION OUR CAUSE: THE Y HELPS ALL PEOPLE - REGARDLESS OF AGE, INCOME OR BACKGROUND - DEVELOP THE SKILLS AND RELATIONSHIPS THEY NEED TO BE HEALTHY, CONFIDENT AND CONNECTED TO OTHERS. THE VALPARAISO FAMILY YMCA IS A CAUSE-DRIVEN CHARITABLE ORGANIZATION THAT BRINGS PEOPLE TOGETHER - MEMBERS, VOLUNTEERS, AND COMMUNITY LEADERS -TO BRING ABOUT MEANINGFUL CHANGE BY DEVELOPING THE POTENTIAL OF KIDS, IMPROVING HEALTH AND WELL-BEING, AND GIVING BACK AND SUPPORTING OUR NEIGHBORS. FOR 76 YEARS, OUR NON-PROFIT ORGANIZATION HAS BEEN GIVING PEOPLE OF ALL AGES AND BACKGROUNDS THE TOOLS AND SUPPORT THEY NEED TO LEARN, GROW AND THRIVE. WITH TWO MAIN CENTERS AND PROGRAM LOCATIONS WITHIN PORTER COUNTY, THE VALPARAISO FAMILY YMCA REACHES OVER 24000 LIVES - 1 IN EVERY 7 PEOPLE IN THE PORTER COUNTY AREA IT SERVES. BY NURTURING THE POTENTIAL OF CHILDREN AND TEENS, IMPROVING THE COMMYNITY'S HEALTH AND WELL-BEING AND PROVIDING OPPORTUNITIES TO SERVE OTHERS AND SUPPORT OUR NEIGHBORS. OUR VISION STATEMENT: WE BUILD STRONG KIDS, STRONG FAMILIES, STRONG KIDS OUR VISION IS TO OFFER HOPE FOR LIFE TO PEOPLE OF ALL AGES, FAITHS, RACES, BACKGROUNDS AND ABILITIES, REGARDLESS OF THEIR SOCIOECONOMIC CIRCUMSTANCE. THROUGH A RANGE OF QUALITY OUTCOME-BASED PROGRAMS, SERVICES, PARTNERSHIPS AND COLLABORATIONS, WE OFFER HOPE THROUGHOUT PORTER COUNTY BY INSPIRING YOUTH, IMPROVING HEALTH, SERVING OTHERS AND CREATING COMMUNITY. IN ALL THAT WE DO, WE STRIVE TO MODEL AND TEACH THE YMCA'S CORE CHARACTER VALUES OF CARING, HONESTY,RESPECT AND RESPONSIBILITY. WE BELIEVE THAT EVERYONE DESERVES A CHANCE TO WORK TOWARD REACHING THEIR FULL POTENTIAL. WE BELIEVE THAT LASTING PERSONAL AND SOCIAL CHANGE CAN ONLY COME ABOUT WHEN WE ALL WORK TOGETHER. THANKS TO OUR COMMUNITY'S GENEROUS SUPPORT OF OUR ANNUAL CAMPAIGN, OUR Y REMAINS AVAILABLE TO ALL. FORM 990, PART III, LINE 4A - SUCCESS AND INSTILLED A LOVE FOR LEARNING IN 25O+ PRESCHOOL AND TODDLER CHILDREN. THIS CURRICULUM IS A KINDERGARTEN READINESS EDUCATION PROGRAM FOR CURRENTLY 98% OF OUR CHILDREN ENROLLED ARE KINDERGARTEN READY. *EMPHASIZED BUILDING STRONG CHARACTER VALUES AND SOCIAL INTERACTION SKILLS WHILE ENGAGING IN SUMMER FUN FOR SUMMER CAMP PARTICIPANTS. *PROVIDED ACADEMIC, SOCIAL AND PHYSICAL ENRICHMENT TO CHILDREN PER WEEK FROM 6 AREA SCHOOLS, IN BEFORE AND AFTER SCHOOL CHILDREN PROGRAMS. ENGAGED IN FUN, SAFE PLAY IN CHILD WATCH WHILE THEIR PARENTS WERE USING THEY FOR OVER 5,000 CHILDREN PER YEAR. *CONTINUED STEM (SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH) PROGRAM IN SUMMER CAMP, BEFORE AND AFTER SCHOOL AND PRESCHOOL. THIS LEARNING INITIATIVE SEEKS TO BUILD YOUTH ANALYTICAL AND PROBLEM-SOLVING SKILLS THAT PREPARE CHILDREN FOR SUCCESS IN LIFE AND IN STEM CAREERS. *HEPA FACILITY (HEALTHY EATING AND PHYSICAL ACTIVITY) IS PART OF CURRICULUM AS WELL AS EDUCATIONAL INFORMATION FOR PARENTS. HEPA ENCOURAGES CHILDREN TO MAKE HEALTHY CHOICES AT THE Y AND AT HOME. CHILDREN ALSO ENGAGE IN 30-60 MINUTES OF PHYSICAL ACTIVITY AT THE Y. *INTEGRATE 40 DEVELOPMENTAL ASSETS IN CHILDREN THAT HELPS THEM ACT IN POSITIVE WAYS, MAKE BETTER DECISIONS, BOUNCE BACK FROM DIFFICULTIES THROUGH DEVELOPMENT OF COPING SKILLS, AND ENGAGE IN RISKY BEHAVIORS LESS. OTHER YOUTH PROGRAMS: AS AN IMPORTANT PART OF THE VALPARAISO COMMUNITY, THE VALPARAISO FAMILY YMCA HAS SUPPORTED OUR MISSION T0 9,000 PROGRAM YOUTH PARTICIPANTS THROUGH OFFERING A VARIETY OF PROGRAMS FOR EVERY AGE AND INTEREST IN THE AQUATICS, SPORTS AND YOUTH FITNESS AREAS. DURING 2022, OUR YOUTH PROGRAMS: ENCOURAGED ACTIVE LIVING AND FOSTERED CONFIDENCE, CHARACTER, AND ATHLETIC SKILLS IN THE LIVES OF CHILDREN BY TEACHING: *YOUTH SPORTS *FITNESS FOR CHILDREN AND FAMILY FITNESS TO FAMILY PARTICIPANTS *HELPED TO ENSURE THE SAFETY OF CHILDREN BY TEACHING SWIMMING AND W~ER SKILLS IN 2 POOLS. *MIDDLE SCHOOL SERVICE GROUP, Y TEENS TOGETHER, ENGAGED ABOUT 90 MIDDLE SCHOOLERS STAFF AND VOLUNTEERS WORKING WITH YOUTH IN OUR YMCA ARE TRAINED TO RECOGNIZE THE IMPORTANCE OF CULTIVATING POSITIVE ASSETS IN YOUTH AND INCORPORATE THIS TRAINING INTO ALL PROGRAMS. THE Y IS A LEADING VOICE ON HEALTH AND WELL-BEING. WE BRING FAMILIES CLOSER TOGETHER,ENCOURAGE GOOD HEALTH, AND FOSTER CONNECTIONS THROUGH FITNESS, SPORTS, FUN, AND SHARED INTERESTS. THIS IS PARTICULARLY IMPORTANT AS OUR NATION STRUGGLES WITH AN OBESITY CRISIS; FAMILIES STRUGGLE WITH WORK/LIFE BALANCE; AND INDIVIDUALS SEARCH FOR PERSONAL FULFILLMENT. OUR PROGRAMS ARE ACCESSIBLE, AFFORDABLE, AND OPEN TO ALL FAITHS,BACKGROUNDS, ABILITIES, AND INCOME LEVELS. IN 2022, WE PROVIDED $416,498 IN FINANCIAL ASSISTANCE TO PEOPLE WHO OTHERWISE WOULD HAVE FACED ECONOMIC BARRIERS TO PARTICIPATION. OUR YMCA BELIEVES IN GIVING BACK AND SUPPORTING OUR NEIGHBORS. WE HAVE BEEN LISTENING AND RESPONDING TO OUR COMMUNITY'S MOST CRITICAL SOCIAL NEEDS FOR 76 YEARS. ABOUT 16,000 MEMBERS LEARN GROW AND THRIVE AT THEY AND 3,500 ACTIVE OLDE~ ADULTS KEEP WORKING ON THEIR WELLNESS. FORM 990, PART VI, SECTION A, LINE 6 N/A FORM 990, PART VI, SECTION B, LINE 11B CVO, BOARD ATTORNEY AND TREASURER WILL REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C GOVERNANCE COMMITTEE ENSURES STATEMENTS ARE COMPLETED ANNUALLY AND WITH ALL NEW BOARD MEMBERS. THE COMMITTEE OF ANY NEW POTENTIAL CONFLICTS OF INTEREST BETWEEN ANNUAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE CONDUCTS A COMPENSATION EVALUATION ON THE CEO ANNUALLY WHICH INVOLVES AN INDEPENDENT FINANCIAL ADVISOR AND COMPARABLE DATA IS OBTAINED FROM THE NATIONAL YMCA SALARY DATABASE. THE CEO REVIEWS COMPARABLE DATA FOR THE OTHER OFFICERS PROVIDED BY THE NATIONAL YMCA DATABASE ON A PERIODIC BASIS. FORM 990, PART VI, SECTION C, LINE 19 SHARON JOHNSON, 1201 CUMBERLAND CROSSING DR, VALPARAISO, IN 46383, (219) 462-4185 YMCA FOUNDATION OF VALPARAISO 1201 CUMBERLAND DRIVE VALPARAISO IN 46383 351863331 SUPPORTING ORGANIZATION IN 501(C)(3) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1