2023-07-10T11:13:10-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 1175 LOMBARDI AVENUE SUITE 200 GREEN BAY WI 54304 990 2022-01-01 390813466 GREATER GREEN BAY YMCA INC GREA 9204369622 235 N JEFFERSON STREET GREEN BAY WI 54301 TERRY ALBRECHT BOARD CHAIR 9204369622 2023-06-28 1 TERRY ALBRECHT 999009999 0 WENDY MALLO P01250277 9204367800 2023-06-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TERRY ALBRECHT 235 N JEFFERSON STREET GREEN BAY WI 54301 15655901 0 X WWW.GREENBAYYMCA.ORG X 1936 WI THE GREATER GREEN BAY YMCA IS A NON-PROFIT ORGANIZATION THAT PUTS CHRISTIAN PRINCIPLES INTO PRACTICE TO STRENGTHEN THE FOUNDATION OF OUR COMMUNITY BY BUILDING HEALTHY SPIRIT, MIND AND BODY FOR ALL. 19 19 888 1415 0 0 4502336 3836681 9251176 11028461 663609 434061 -476129 106223 13940992 15405426 0 0 0 0 7094310 8877246 0 0 480194 5201434 6548250 12295744 15425496 1645248 -20070 37103473 35731120 1334045 1753134 35769428 33977986 X THE GREATER GREEN BAY YMCA IS A NON-PROFIT ORGANIZATION THAT PUTS CHRISTIAN PRINCIPLES INTO PRACTICE TO STRENGTHEN THE FOUNDATION OF OUR COMMUNITY BY BUILDING HEALTHY SPIRIT, MIND AND BODY FOR ALL. 0 0 4738368 3612723 YOUTH DEVELOPMENT YOUTH DEVELOPMENT OR NURTURING THE DEVELOPMENT OF EVERY CHILD AND TEEN MEANS WE BELIEVE THAT ALL CHILDREN DESERVE THE OPPORTUNITY TO DISCOVER WHO THEY ARE AND TO FOSTER GROWTH AND DEVELOPMENT OF NOT ONLY THE CHILD BUT ALSO THE FAMILY. THAT IS WHY WE HELP YOUNG PEOPLE CULTIVATE THE SKILLS, VALUES AND RELATIONSHIPS THAT LEAD TO POSITIVE BEHAVIORS, BETTER HEALTH AND EDUCATION ACHIEVEMENT. THE GREATER GREEN BAY YMCA HAS MANY PROGRAMS FOR THE YOUTH DIVISION THAT OFFER A RANGE OF EXPERIENCES THAT ENRICH COGNITIVE, SOCIAL, PHYSICAL AND EMOTIONAL GROWTH. EXPENSES INCLUDE SUBSIDIES AND FINANCIAL ASSISTANCE TO MAKE SURE PARTICIPATION IS POSSIBLE FOR THOSE WITH A FINANCIAL NEED. IN 2022, $283,904 IN FINANCIAL ASSISTANCE WAS PROVIDED TO 2,925 PARTICIPANTS. THE YMCA PARTNERED WITH BROWN COUNTY'S LARGEST SCHOOL DISTRICT AS A COMMUNITY- BASED PROVIDER OF ENRICHMENT PROGRAMS TO COMPLEMENT THEIR ROBUST FULL-DAY SUMMER SCHOOL PROGRAMS IN 2022. FROM AN ACADEMIC AND SOCIAL EMOTIONAL LEARNING PERSPECTIVE, THE PANDEMIC HAS LED TO EVEN DEEPER DISPARITIES IN ACHIEVEMENT GAPS AND LEARNING LOSS AMONGST OUR MOST VULNERABLE YOUTH POPULATIONS. THE YMCA HAS WORKED ALONGSIDE LOCAL SCHOOL DISTRICTS TO INTEGRATE LITERACY AND SOCIAL EMOTIONAL LEARNING INTO OUR YOUTH PROGRAMS AND OUT-OF-SCHOOL TIME ENRICHMENT OFFERINGS. IN 2021, OUR ORGANIZATION ESTABLISHED THE DEPARTMENT OF YOUTH OUTREACH TO SUPPORT BROWN COUNTY HIGH SCHOOL GRADUATION SUCCESS RATES WITH A SMALL GROUP MENTORSHIP PROGRAM CALLED Y ACHIEVERS THAT HELPS TO SUPPORT MIDDLE SCHOOL YOUTH ALONG THEIR EDUCATIONAL AND CAREER PATHWAY. IN 2022, THIS PROGRAM GREW TO SERVE 290 YOUTH FROM 4 SCHOOLS, AND HAS MULTIPLE PARTNERS WHO WORK WITH THE PROGRAM. ADDITIONALLY, AT A TIME WHERE CIVIC ENGAGEMENT IS SO NEEDED, THE YMCA RE-ESTABLISHED THE YOUTH IN GOVERNMENT PROGRAM TO TEACH MIDDLE AND HIGH SCHOOL YOUTH ABOUT THE VARIOUS DIMENSIONS OF GOVERNMENT AND ADVOCACY. THERE ARE 60 STUDENTS FROM 6 SCHOOLS PLUS HOMESCHOOL YOUTH THAT PARTICIPATE IN THIS PROGRAM. ADDITIONALLY, WE HAVE EMBEDDED SOCIAL EMOTIONAL AND ACADEMIC RESOURCES INTO OUR OUT-OF-SCHOOL TIME OFFERINGS AT OUR 4 YMCAS, CAMPS AND AFTERSCHOOL PROGRAMS.EDUCATION, ENCOURAGEMENT, AND MODELING HEALTHY BEHAVIOR IS IMPORTANT AND NECESSARY FOR THE YMCA TO FACILITATE LIFESTYLE CHANGES IN YOUTH. THERE ARE A VARIETY OF PROGRAMS OFFERED TO YOUTH: FOOD & FUN, TEEN ADVENTURE PROGRAMS, PRESCHOOL AND YOUTH GYM AND SWIM CLASSES, DANCE CLASSES, AQUATIC CLASSES, GYMNASTICS CLASSES, SUMMER CAMPS, GYMNASTICS EVENTS AND CAMPS, YOUTH SPORT LEAGUES, FITNESS AND STRENGTH CLASSES, BABYSITTING CLASSES, SPECIAL POPULATIONS, 21ST CENTURY COMMUNITY LEARNING CENTERS, SCHOOL AGE CHILD CARE, STUDIO DANCE, COMPETITIVE GYMNASTICS, COMPETITIVE SWIM TEAM, SPORTS CLASSES, SAFETY AROUND WATER PROGRAM, Y NIGHTS, GIRL'S NIGHT OUT, BOYS NIGHT OUT, POWER ZONE, FULL CIRCLE AUTISM PROGRAM AND FAMILY ENGAGEMENT EVENTS. THE GREEN BAY YMCA, IN COLLABORATION WITH YUSA, IS IMPLEMENTING STRATEGIES AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES THROUGH THE CHARACTER DEVELOPMENT LEARNING INSTITUTE. THIS CRITICAL WORK FOCUSES UPON BUILDING SOCIAL EMOTIONAL CAPACITY IN CHILDREN AND TEENS SUCH AS EMPATHY, EMOTION REGULATION AND RELATIONSHIP BUILDING THROUGH POSITIVE PROGRAMS AND ADULT INTERACTIONS WITH YOUTH. THIS GRANT PROVIDES RESOURCES AND SUPPORTS FOR THE POSITIVE REINFORCEMENTS THAT ALL YOUTH DESERVE, TO BUILD THEIR SELF-WORTH AND CONFIDENCE IN THEIR DEVELOPMENTAL JOURNEY. 4808627 6399789 HEALTHY LIVING IMPROVING THE NATION'S, OR MORE SPECIFICALLY GREATER GREEN BAY'S HEALTH AND WELL-BEING MEANS BUILDING A HEALTHY SPIRIT, MIND AND BODY FOR ALL. THE YMCA IS A LEADING VOICE ON HEALTH AND WELLBEING. WE BRING FAMILIES CLOSER TOGETHER, ENCOURAGE GOOD HEALTH AND FOSTER CONNECTIONS THROUGH FITNESS, SPORTS, FUN AND SHARED INTERESTS. YMCA HEALTHY LIVING PROGRAMS ARE MEDICALLY BASED AND STRESS THE VALUE OF PREVENTION THROUGH BALANCED EFFORTS OF GOOD EXERCISE HABITS AND OVERALL HEALTH INCLUDING PROPER NUTRITION, STRESS MANAGEMENT AND HEALTH EDUCATION. THIS IS IMPORTANT AS OUR NATION STRUGGLES WITH AN OBESITY CRISIS, FAMILIES STRUGGLE WITH WORK/LIFE BALANCE AND INDIVIDUALS SEARCH FOR PERSONAL FULFILLMENT. OUR PROGRAMS ARE FAMILY ORIENTED AND OFFERED AT AFFORDABLE FEES, WITH FINANCIAL ASSISTANCE FOR THOSE THAT ARE UNABLE TO PAY THE FULL FEES; IN 2022, WE PROVIDED $744,881 IN FINANCIAL ASSISTANCE TO PEOPLE SEEKING HEALTHY ACTIONS AND WHO OTHERWISE WOULD HAVE FACED ECONOMIC BARRIERS TO PARTICIPATION. THE YMCA PROVIDES A VARIETY OF PROGRAMS THAT ASSIST OUR COMMUNITY WITH ATTAINING HEALTHIER HABITS AND INCLUDES FITNESS CLASSES, FAMILY CAMPS, CPR AND FIRST AID, LIFEGUARD TRAINING, LIVESTRONG AT THE Y, AQUATIC EXERCISE, SPORTS AND SWIM LESSONS, INDOOR CYCLING AND SENIOR SOCIAL GROUPS. THE NATURE OF THESE PROGRAMS IS TO PROMOTE ONE'S OWN SELF-WORTH BY EMPHASIZING SKILL ACQUISITION & DEVELOPMENT, SAFETY, COOPERATION AND SELF-CONFIDENCE, LEADERSHIP & TEAMWORK. THE DEPTH AND BREADTH OF YMCA PROGRAMS ALSO SERVE ALL AGES: INFANTS, PRESCHOOL, YOUTH, ADULT, FAMILY AND ACTIVE OLDER ADULTS; ALL PROGRAMS PROMOTE THE DESIRABLE STATE OF LEADING A HEALTHY LIFESTYLE THROUGH PRACTICE AND EDUCATION.IN RESPONSE TO GROWING COMMUNITY HEALTH AND WELLNESS CHALLENGES AND TRENDS, THE Y INTRODUCED THE DEPARTMENT OF COMMUNITY WELLNESS THAT HAS PROVIDED EDUCATIONAL OPPORTUNITIES, CHRONIC DISEASE PREVENTION INITIATIVES AND PROGRAMS TO SUPPORT PEOPLE LIVING WITH PARKINSON'S, CANCER, ARTHRITIS AND DIABETES. 2160815 1015949 SOCIAL RESPONSIBILITY OR GIVING BACK AND PROVIDING SUPPORT TO OUR NEIGHBORS MEANS THE YMCA HAS BEEN LISTENING AND RESPONDING TO THE GREEN BAY COMMUNITY'S MOST CRITICAL SOCIAL NEEDS FOR MORE THAN 150 YEARS. OUR PROGRAMS, SUCH AS SAFETY AROUND WATER (WATER SAFETY FOR CHILDREN), Y NIGHT, AND 21CCLC AFTERSCHOOL PROGRAMS ARE EXAMPLES OF PROGRAMS THAT HELP STRENGTHEN OUR COMMUNITY AND EMPOWER INDIVIDUALS TO CHANGE AND OVERCOME OBSTACLES. OUR FULL CIRCLE PROGRAM FOR CHILDREN ON THE AUTISM SPECTRUM ADDRESSED A PROGRAMMING GAP IN THE COMMUNITY. THIS PROGRAM WAS STARTED WITH A FUNDING COMMITMENT FROM THE CELLCOM GREEN BAY MARATHON. THIS PROGRAM SERVES CHILDREN AS WELL AS THEIR PARENTS/CAREGIVERS AND SIBLINGS THROUGH FAMILY ENGAGEMENT EVENTS, PARENT CAFE SUPPORT EVENTS AND SUBSIDIZED SUMMER CAMP EXPERIENCES AT OUR DAY AND RESIDENT CAMPS. OUR SUMMER CAMPS WERE FULLY AND SAFELY OPERATED IN 2022, WITH AN EMPHASIS UPON INCREASING ACCESS TO YOUTH WHO MIGHT OTHERWISE NOT BE ABLE TO ATTEND. 11707810 1 1 0 0 0 0 1 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 39 0 888 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 WI X LYNN VANDEN LANGENBERG 9204369689 235 NORTH JEFFERSON ST GREEN BAY WI 54301 TERRY ALBRECHT BOARD VICE CHAIR 2.00 X X 0 0 0 ANGELA FISH DIRECTOR 1.00 X 0 0 0 STEPHANIE CAVADEAS TREASURER 2.00 X X 0 0 0 JEFF GAHNZ DIRECTOR 1.00 X 0 0 0 SCOTT JOHNSON DIRECTOR 1.00 X 0 0 0 AARON NELSON DIRECTOR 1.00 X 0 0 0 CHRIS BERG DIRECTOR 1.00 X 0 0 0 MARK NAZE DIRECTOR 1.00 X 0 0 0 ED POLICY DIRECTOR 1.00 X 0 0 0 CHRISTOPHER STILES BOARD CHAIR 2.00 X X 0 0 0 PETER VANDENHOUTEN DIRECTOR 1.00 X 0 0 0 MATT BALZOLA SECRETARY 2.00 X X 0 0 0 JEFF CALAWAY DIRECTOR 1.00 X 0 0 0 KURT KOSZAREK DIRECTOR 1.00 X 0 0 0 BROOKH LYONS DIRECTOR 1.00 X 0 0 0 JASON WILKE DIRECTOR 1.00 X 0 0 0 JEFF MIRKES DIRECTOR 1.00 X 0 0 0 TODD ROBINSON DIRECTOR 1.00 X 0 0 0 BRENT DUBOIS DIRECTOR 1.00 X 0 0 0 JOHN HAASE DIRECTOR 1.00 X 0 0 0 COREY KING DIRECTOR 1.00 X 0 0 0 SEAN ELLIOTT PRESIDENT/CEO 40.00 X 218052 0 23986 LYNN VANDEN LANGENBERG VP/CHIEF FINANCIAL OFFICER 40.00 X 151101 0 27673 JAMIE HANNER VP/CHIEF OPERATING OFFICER 40.00 X 134668 0 21557 MARK TENHAKEN CHIEF INFORMATION OFFICER 40.00 X 116558 0 12821 KATHLEEN MCKEE VP/PROGRAM AND INNOVATION 40.00 X 116639 0 13105 RYAN RIETH VP/CHIEF PEOPLE OFFICER 40.00 X 106300 0 5325 843318 0 104467 6 0 1 0 DIRECT FITNESS SOLUTIONS LLC 600 TOWER RD MUNDELEIN IL 60060 FITNESS EQUIPMENT 707587 SERVICE MASTER 2522 FISH HATCHERY ROAD MADISON WI 53713 CUSTODIAL SERVICES 428290 DAXCO 600 UNIVERSITY PARK PLACE BIRMINGHAM AL 35209 SOFTWARE FEES 264072 TWEET GAROT PO BOX 8706 CAROL STREAM IL 601978706 MECHANICAL MAINTENANCE AND EQUIPMENT 155907 EARTH DEVELOPMENT 2001 BELLEVUE ST B GREEN BAY WI 54311 SNOW REMOVAL AND LAWN CARE 150098 7 109450 1490387 2236844 3836681 MEMBERSHIP AND HEALTH 624110 6361677 6361677 SCHOOL AGE DIVISION 624110 1669695 1669695 CAMPS 624110 1141101 1141101 COMMUNITY DEVELOPMENT 624110 1015949 1015949 YOUTH DIVISION 624110 801927 801927 38112 38112 11028461 264408 264408 307465 137812 169653 169653 169653 70743 109450 50416 20327 20327 80943 62247 18696 18696 67200 67200 67200 15405426 11028461 0 540284 X 420812 12102 360303 48407 7121894 5639283 1261220 221391 380302 280330 87886 12086 370816 310217 51970 8629 583422 445122 116093 22207 12020 12020 22365 22365 2734 2734 1732987 898203 780392 54392 128562 19199 94688 14675 1127277 927981 190063 9233 1237832 1181865 30124 25843 239221 184652 51901 2668 111847 34685 61266 15896 1281319 1217480 41791 22048 292302 237232 47792 7278 DUES 181333 146080 21369 13884 FOOD 160548 160548 LICENSES 12934 12831 46 57 OTHER 2545 1045 1500 2424 2424 15425496 11707810 3237492 480194 X 1846747 1560733 1499915 1546269 26870 249191 812671 493243 53436 44303 59902 275 45774453 22579648 22744682 23194805 9669185 8316890 390065 325411 37103473 35731120 893589 1307318 352690 353096 87766 92720 1334045 1753134 X 31996654 29950758 3772774 4027228 35769428 33977986 37103473 35731120 -20070 -1771372 0 X 0 1 X 1 0 X 1217359 1490269 3817555 4502336 3836681 14864200 1217359 1490269 3817555 4502336 3836681 14864200 2053152 12811048 129533 140285 140923 196546 264408 871695 65822 44690 8380 64814 39023 222729 12951 38072 135365 -541024 67200 -287436 15671188 52962393 0.81750 0.69870 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 12,951. 2019 AMOUNT: $ 38,072. 2020 AMOUNT: $ 135,365. 2021 AMOUNT: $ 76,745. 2022 AMOUNT: $ 67,200. SALE OF TAX CREDITS - LOSS ON LEASE TERMINATION - 2021 AMOUNT: $ -617,769. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 1 1 0 0 1 X 3307188 1025 -436365 55589 2816259 2980378 1942 400730 75862 3307188 2733366 2050 287271 42309 2980378 2393861 525 419980 81000 2733366 2530365 5175 -79515 62164 2393861 0.58840 0.41160 0 0 1726187 1726187 36963531 17963022 19000509 7068365 4616626 2451739 16370 16370 23194805 13693567 -1771372 62247 -1709125 15402692 2734 2734 15405426 15485009 62247 62247 15422762 2734 2734 15425496 PART IV, LINE 2B: THE ASSOCIATION OPERATES AS A FISCAL AGENT FOR SEVERAL CLUBS. ALL OF THE REVENUES AND EXPENSES FOR THESE CLUBS ARE RECORDED IN THE AGENCY FUNDS PAYABLE ACCOUNT WITH NO EFFECT ON THE STATEMENT OF ACTIVITIES. THE FUNDS ARE KEPT IN SEPARATE CASH AND INVESTMENT ACCOUNTS. PART V, LINE 4: THE ENDOWMENT FUNDS' EARNINGS AND REALIZED AND UNREALIZED GAINS AND LOSSES ARE CLASSIFIED AS NET ASSETS WITH DONOR RESTRICTIONS UNTIL APPROPRIATED BY THE BOARD OF DIRECTORS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST REVENUES 62,247. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST REVENUES 62,247. GOLF OUTING 180193 109450 70743 1500 32700 1672 14544 180193 109450 70743 1500 32700 1672 14544 50416 20327 X X 0 0 0 0 0 0 0 0 0 SEAN ELLIOTT PRESIDENT/CEO 218052 0 0 0 0 0 23986 0 0 0 242038 0 0 0 LYNN VANDEN LANGENBERG VP/CHIEF FINANCIAL OFFICER 151101 0 0 0 0 0 17263 0 10410 0 178774 0 0 0 JAMIE HANNER VP/CHIEF OPERATING OFFICER 134668 0 0 0 0 0 15167 0 6390 0 156225 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CFO AND TREASURER DO AN IN-DEPTH REVIEW BEFORE FINAL REPORT IS ISSUED. THE FINAL REPORT IS PROVIDED TO THE BUSINESS COMMITTEE AT LEAST 5 DAYS PRIOR TO THE MEETING. THE 990 IS PRESENTED AND APPROVED TO SUBMIT TO THE BOARD AT A FORMAL MEETING WITH OPPORTUNITY FOR QUESTIONS AND/OR CLARIFICATIONS. THE 990 IS THEN SUBMITTED TO THE BOARD FOR APPROVAL AT A FORMAL MEETING. THE 990 IS ON THE BOARD PORTAL FOR REVIEW PRIOR TO THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE GOVERNING BOARD APPROVED A CONFLICT OF INTEREST POLICY DOCUMENT. KEY STAFF MEMBERS AND VOLUNTEER BOARD MEMBERS SIGN A CONFLICT OF INTEREST POLICY WHICH IS RETURNED TO THE CEO'S OFFICE AND FILED. EACH PERSON RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY. WE EDUCATE ALL STAFF MEMBERS AND VOLUNTEERS ABOUT THE POLICY WITH THE EXPECTATION THAT ALL WILL COMPLY WITH THE POLICY. THERE IS AN UNDERSTANDING THAT THE DUTY TO DISCLOSE IS CONTINUOUS. FAILURE TO TIMELY AND ADEQUATELY RESPOND TO THE QUESTIONNAIRE OR TO MAKE ANY SUBSEQUENT DISCLOSURE IS GROUNDS FOR BOARD ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE CHAIRED BY THE BOARD CHAIR HAS AN EVALUATION PROCESS WHICH INCLUDES CRITERIA FOR MEASURING SUCCESS. THE EXECUTIVE COMMITTEE DETERMINES THE CEO PAY BASED ON THIS PROCESS. EACH POSITION IS RATED BASED ON CRITERIA AND A SALARY RANGE IS DETERMINED BY POSITION BASED ON RESPONSIBILITY, EXPERIENCE, IMPACT, ETC. THE CEO DETERMINES THE WAGES FOR THE SENIOR LEADERS WITHIN THE ESTABLISHED RANGE. DIRECT SUPERVISORS DETERMINE THE PAY RATE FOR THEIR EMPLOYEES, WORKING WITH HR FOR COMPARABLE DATA AND PAY RATES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE TAX RETURN IS AVAILABLE ON GUIDESTAR AND IT CONTAINS THE TAX INFORMATION, WHICH INCLUDES THE FINANCIALS. FORM 990, PART IX, LINE 11G OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 898,203. MANAGEMENT AND GENERAL EXPENSES 780,392. FUNDRAISING EXPENSES 54,392. TOTAL EXPENSES 1,732,987.