2023-05-10T17:33:06-05:00 2022-12-31 390758449 WIPFLI LLP 101 EAST FRONT STREET 301 MISSOULA MT 59802 990 2022-01-01 810300829 GREATER MISSOULA FAMILY YMCA GREA 4067219622 3000 RUSSELL STREET MISSOULA MT 59801 HEATHER FOSTER CEO 4067219622 2023-05-03 1 HEATHER FOSTER XXX-XX-XXXX 0 SAM BRUNSON CPA P01696998 4067281800 2023-05-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HEATHER FOSTER 3000 RUSSELL STREET MISSOULA MT 59801 11375209 0 X WWW.YMCAMISSOULA.ORG X 1967 MT THE MISSOULA FAMILY YMCA'S MISSION IS TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. THE Y SERVES FAMILIES AND INDIVIDUALS OF ALL AGES, ABILITIES, INCOMES, RACES AND RELIGIONS. WE ARE FOR YOUTH DEVELOPMENT, HEALTHY LIVING AND SOCIAL RESPONSIBILITY, AND OFFER PROGRAMS THAT PROMOTE HEALTHY LIFESTYLES, STRONG VALUES, LEADERSHIP DEVELOPMENT, COMMUNITY-BUILDING, AND INTERNATIONAL CONNECTIONS. OUR Y MAKES THE COMMITMENT THAT ALL CAN PARTICIPATE, REGARDLESS OF ABILITY TO PAY, AND PROVIDE FINANCIAL ASSISTANCE AND COMMUNITY SUBSIDY SO LOW-INCOME CHILDREN, FAMILIES AND INDIVIDUALS COULD PARTICIPATE IN Y PROGRAMMING, MEMBERSHIP AND CHILD CARE. THE MISSOULA FAMILY YMCA IS FOUNDED AND LED BY VOLUNTEERS FROM OUR COMMUNITY; VOLUNTEERS ALSO SERVE AS MENTORS, COACHES, PROGRAM LEADERS, INSTRUCTORS AND MORE. THE DONATED TIME, TALENT AND ENERGY OF MORE THAN 2,000 VOLUNTEERS MADE THE WORK OF THE Y POSSIBLE. 15 15 377 311 0 0 4718732 6772001 3344766 3742859 89888 82177 33019 35188 8186405 10632225 0 0 0 0 2791149 3497723 0 72170 204804 1615896 1845725 4407045 5415618 3779360 5216607 11370626 17125907 381637 1144304 10988989 15981603 X THE MISSOULA FAMILY YMCA'S MISSION IS TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. THE Y SERVES FAMILIES AND INDIVIDUALS OF ALL AGES, ABILITIES, INCOMES, RACES AND RELIGIONS. WE ARE FOR YOUTH DEVELOPMENT, HEALTHY LIVING AND SOCIAL RESPONSIBILITY, AND OFFER PROGRAMS THAT PROMOTE HEALTHY LIFESTYLES, STRONG VALUES, LEADERSHIP DEVELOPMENT, COMMUNITY-BUILDING, AND INTERNATIONAL CONNECTIONS. OUR Y MAKES THE COMMITMENT THAT ALL CAN PARTICIPATE, REGARDLESS OF ABILITY TO PAY, AND PROVIDED FINANCIAL ASSISTANCE AND COMMUNITY SUBSIDY SO THAT LOW-INCOME CHILDREN, FAMILIES AND INDIVIDUALS COULD PARTICIPATE IN Y PROGRAMMING, MEMBERSHIP AND CHILD CARE. THE MISSOULA FAMILY YMCA IS FOUNDED AND LED BY VOLUNTEERS FROM OUR COMMUNITY; VOLUNTEERS ALSO SERVE AS MENTORS, COACHES, PROGRAM LEADERS, INSTRUCTORS AND MORE. VOLUNTEERS DONATED TIME, TALENT AND ENERGY OF MORE THAN 12,000 VOLUNTEER HOURS MADE THE WORK OF THE Y POSSIBLE. 0 0 2969784 2107280 YOUTH DEVELOPMENT:THE Y FOCUSES ON NURTURING THE POTENTIAL OF EVERY YOUTH AND TEEN. WE BELIEVE THAT KIDS DESERVE THE OPPORTUNITY TO DISCOVER WHO THEY ARE AND WHAT THEY CAN ACHIEVE. THAT IS WHY, AT THE Y, THOUSANDS OF YOUTH IN OUR COMMUNITY ARE CULTIVATING THE SKILLS AND RELATIONSHIPS THEY NEED THAT LEAD TO POSITIVE BEHAVIORS, BETTER HEALTH, AND EDUCATIONAL ACHIEVEMENTS. VALUES AND SKILLS LEARNED EARLY ON ARE VITAL BUILDING BLOCKS FOR LIFE. FROM LICENSED PRESCHOOL TO AFTERSCHOOL PROGRAMS, FROM SWIM LESSONS TO YOUTH SPORTS, FROM SUMMER CAMP TO HEALTH AND WELLNESS CLASSES, THE Y IS BRINGING FAMILIES CLOSER TOGETHER, ENCOURAGING GOOD HEALTH, AND FOSTERING CONNECTIONS. ALL WHILE CONTINUING TO ENSURE THAT EVERYONE HAS THE OPPORTUNITY TO GET INVOLVED. IN 2022, WE SERVED 480 YOUTH IN LICENSED CHILDCARE PROGRAMMING, 795 YOUTH ATTENDED Y SUMMER CAMP PROGRAMMING, 2,489 SWIM LESSONS WERE PROVIDED, 3,023 YOUTH DEVELOPED LEADERSHIP SKILLS THROUGH YOUTH SPORTS PROGRAMS, AND MORE THAN 100,000 HEALTHY MEALS AND SNACKS WERE SERVED. OUR QUALITY YOUTH DEVELOPMENT PROGRAMS ARE HELPING YOUTH AND TEENS LEARN VALUES, POSITIVE BEHAVIORS, AND ARE ALLOWING THEM TO EXPLORE THEIR UNIQUE TALENTS AND INTERESTS, ALL WHILE REALIZING THEIR POTENTIAL. 1027704 1024524 HEALTHY LIVING:AT THE MISSOULA FAMILY YMCA, WE ARE FOR IMPROVING OUR COMMUNITY'S HEALTH AND WELL-BEING WHILE ENSURING THAT EVERYONE HAS ACCESS TO OUR QUALITY PROGRAMS AND MEMBERSHIP. IN TIMES OF CRISIS, WE HOLD FAST TO THIS COMMITMENT. THE Y IS A PLACE WHERE ONE CAN WORK TO MAINTAIN BALANCE THROUGH SPIRIT, MIND, AND BODY BY CHALLENGING THEMSELVES TO LEARN NEW SKILLS, CONNECT WITH NEW FRIENDS, OR BRING LOVED ONES CLOSER TOGETHER THROUGH MANY FAMILY CENTERED ACTIVITIES. WELL-BEING AND FITNESS AT THE Y INCLUDE MORE THAN JUST WORKING OUT. IN ADDITION TO PHYSICAL FITNESS CLASSES AND OUR HEALTH AND WELLNESS FACILITY, WE PROVIDE EDUCATIONAL PROGRAMS TO PROMOTE HEALTHIER DECISIONS AND RECREATIONAL ACTIVITIES THAT FOCUS ON TEAM BUILDING SKILLS FOR ALL AGES.YOU WILL FIND SOMETHING FOR EVERYONE AT THE Y. OUR PARTICIPANTS JOIN THE Y BECAUSE THEY BELIEVE IN WHAT WE STAND FOR - HONESTY, CARING, RESPECT, AND RESPONSIBILITY. THE Y ENCOURAGES GOOD HEALTH AND FOSTERS CONNECTIONS THROUGH FITNESS, SPORTS, AND SHARED INTERESTS, TO ACHIEVE GREATER HEALTH AND WELL-BEING FOR THE WHOLE PERSON. EACH YEAR, THOUSANDS OF WESTERN MONTANANS ARE IMPACTED BY Y PROGRAMS. 612952 611055 SOCIAL RESPONSIBILITY:THE Y IS ABOUT GIVING BACK AND PROVIDING SUPPORT FOR OUR NEIGHBORS. THE MISSOULA FAMILY YMCA HAS BEEN LISTENING AND RESPONDING TO OUR COMMUNITIES' MOST CRITICAL SOCIAL NEEDS. WHETHER DEVELOPING SKILLS OR EMOTIONAL WELL-BEING THROUGH EDUCATION AND TRAINING, WELCOMING AND CONNECTING DIFFERENT DEMOGRAPHICS THROUGH COMMUNITY SERVICE PROJECTS, OR BUILDING HEALTHIER COMMUNITIES THROUGH COLLABORATIONS WITH COMMUNITY LEADERS, THE Y FOSTERS THE CARE AND RESPECT ALL PEOPLE NEED AND DESERVE. THROUGH THE Y, THOUSANDS OF VOLUNTEERS, DONORS, LEADERS, AND PARTNERS ACROSS MISSOULA COUNTY ARE EMPOWERING THOUSANDS OF PEOPLE IN OUR COMMUNITY TO BE HEALTHY, CONFIDENT, CONNECTED, AND SECURE. IN 2022, THE MISSOULA FAMILY YMCA PROVIDED MORE THAN $519,597 IN DIRECT FINANCIAL ASSISTANCE AND PROGRAM SUBSIDIES TO HELP ENSURE THAT NO ONE WAS TURNED AWAY, BASED ON AN INABILITY TO PAY. 4610440 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 377 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X GENA STEVENS 4067219622 3000 RUSSELL STREET MISSOULA MT 59801 JORGE WATSON PRESIDENT 2.00 X X 0 0 0 JILL GALLE CPA TREASURER 1.00 X X 0 0 0 TOM SEVERSON SECRETARY 1.00 X X 0 0 0 AMY SHATTUCK DIRECTOR 0.50 X 0 0 0 DAN CRAVY DIRECTOR 0.50 X 0 0 0 DENNIS TOUSSAINT DIRECTOR 0.50 X 0 0 0 DYLAN MCFARLAND DIRECTOR 0.50 X 0 0 0 JACQUIE KATREIN DIRECTOR 0.50 X 0 0 0 JODY VERITY DIRECTOR 0.50 X 0 0 0 JOHN BRAUER DIRECTOR 0.50 X 0 0 0 DR KATHY ROGERS DIRECTOR 0.50 X 0 0 0 NICK TABER DIRECTOR 0.50 X 0 0 0 RYNE MADING DIRECTOR 0.50 X 0 0 0 TIM MCHUGH DIRECTOR 0.50 X 0 0 0 WOLF AMETSBICHLER DIRECTOR 0.50 X 0 0 0 HEATHER FOSTER CEO 40.00 X 130673 0 15234 KERI MCHUGH COO 40.00 X 94194 0 18135 GENA STEVENS ACCOUNTANT 40.00 X 63155 0 5569 288022 0 38938 1 0 0 0 RISING FAST MAINTENANCE 3601 KINGSBURY PL MISSOULA MT 59808 FACILITY CLEANING CONTRACT 142800 1 36050 487127 6248824 6772001 YOUTH DEVELOPMENT 713940 2107280 2107280 MEMBER DUES 713940 1337893 1337893 HEALTHY LIVING 713940 179136 179136 SOCIAL RESPONSIBILITY 713940 106050 106050 12500 12500 3742859 76231 76231 11365 0 11365 11365 11365 364309 346528 363431 341460 878 5068 5946 5946 61353 36050 38093 23260 23260 563 0 563 563 10632225 3742859 0 117365 326960 279682 38661 8617 2462706 2123642 276260 62804 83501 67154 13620 2727 294806 237090 48087 9629 329750 265193 53786 10771 27834 22141 5693 72170 72170 10326 8214 2112 287135 228401 58734 58414 55900 2514 359873 299786 48536 11551 53248 42356 10892 406904 390809 16095 27789 21113 6676 46179 35087 11092 5677 5433 244 307354 301208 4610 1536 105672 84057 21615 DIRECT YOUTH DEVELOPMEN 59448 59448 DIRECT SOCIAL RESPONSIB 39575 39575 HEALTHY LIVING DIRECT P 37670 37670 BAD DEBTS 6481 6481 6146 6146 5415618 4610440 600374 204804 53089 2378 4564151 7232687 953733 3736031 33516 41979 10963 10370 10451897 5422559 4390249 5029338 1355712 1063911 4000 4000 5213 5213 11370626 17125907 271621 732087 76872 86431 33144 325786 381637 1144304 X 7083580 6779253 3905409 9202350 10988989 15981603 11370626 17125907 5216607 -223993 0 X X 0 1 X 1 0 X 1988213 1899365 3670459 4718732 6772001 19048770 1988213 1899365 3670459 4718732 6772001 19048770 1015145 18033625 45608 58602 504823 52898 87596 749527 55863 21451 514 310 23260 101398 17092 31756 48848 19948543 13079970 0.90400 0.93990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10500 10500 7741246 3889292 3851954 330284 303588 26696 1569136 1098613 470523 800731 131066 669665 5029338 SECURITIES AND OTHER INVESTMENTS 1063911 F 1063911 CAPITAL LEASES 269626 RIGHT OF USE LIABILITY 56160 325786 X 10446325 -223993 38093 -185900 10632225 0 10632225 5453711 38093 38093 5415618 0 5415618 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE ORGANIZATION HAD NO TAXABLE BUSINESS INCOME RELATED TO ITS EXEMPT ACTIVITIES AND, THEREFORE, THERE IS NO UNRELATED BUSINESS INCOME TAX FOR 2022 AND 2021. THE ORGANIZATION FOLLOWS THE GUIDANCE OF ACCOUNTING STANDARDS CODIFICATION (ASC) 740, ACCOUNTING FOR INCOME TAXES (ASC 740), RELATED TO UNCERTAINTIES IN INCOME TAXES, WHICH PRESCRIBES A THRESHOLD OF MORE LIKELY THAN NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THERE ARE NO SUCH UNCERTAIN TAX POSITIONS FOR THE ORGANIZATION FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. THE FEDERAL INCOME TAX RETURNS REMAIN OPEN TO EXAMINATION BY TAXING AUTHORITIES THROUGH THEIR STATUTORY PERIODS. IN THE EVENT THE ORGANIZATION IS ASSESSED PENALTIES AND OR INTEREST, PENALTIES WILL BE CHARGED TO PROGRAM SERVICES AND INTEREST WILL BE CHARGED TO INTEREST EXPENSE. THE ORGANIZATION IS SUBJECT TO EXAMINATION BY TAXING JURISDICTIONS FOR THE PREVIOUS THREE TAX YEARS. CURRENTLY, THERE ARE NO EXAMINATIONS IN PROGRESS. X X 1 BROCK DEVELOPMENT LLC 502 CANYON GATE DRIVE MISSOULA MT 59803 CAPITAL CAMPAIGN 0 5804071 72170 5731901 5804071 72170 5731901 MT RIVER BANK RUN 97403 36050 61353 38093 97403 36050 61353 38093 38093 23260 SCHEDULE G, PART I, LINE 2B, COLUMN (V) WE HIRED MELANIE BROCK IN MAY 2021 TO DO OUR HERE FOR GOOD CAMPAIGN. SHE CONTINUED WORKING ON THE CAMPAIGN IN 2022. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND THEN PRESENTED TO THE ENTIRE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS ARE FILLED OUT ANNUALLY BY DIRECTORS AND REVIEWED BY THE CEO. FORM 990, PART VI, SECTION B, LINE 15 FAIR AND EQUITABLE COMPENSATION IS BASED ON RECOMMENDATIONS FROM THE YMCA OF THE USA AND FROM COMPARABLE DATA FROM SIMILAR-SIZED YMCAS IN THE NORTHWEST. THE DATA IS THEN REVIEWED BY THE MISSOULA FAMILY YMCA'S HR DEPARTMENT AND ADJUSTED BASED ON LOCAL COMMUNITY BENCHMARKS. RECOMMENDATIONS ARE THEN APPROVED BY THE FINANCE COMMITTEE AND BOARD OF DIRECTORS AS PART OF THE ANNUAL BUDGETING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 ALL APPLICABLE FORMS ARE AVAILABLE UPON REQUEST. FORM 990 PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.