2024-08-19T08:48:47-05:00 2023-12-31 134260189 BOISSELLE MORTON & WOLKOWICZ LLP 48 BAY ROAD PO BOX 374 HADLEY MA 01035 990 2023-01-01 042126585 YMCA OF GREATER WESTFIELD INC YMCA 4135688631 67 COURT STREET WESTFIELD MA 01085 HOWARD CHENEY PRESIDENT 4135688631 2024-08-13 1 0 JOSEPH P WOLKOWICZ CPA P00734754 4135870099 2024-08-13 2023 2024-08-08 14:25:15Z HOWARD CHENEY 67 COURT STREET WESTFIELD MA 01085 4123057 0 X WWW.WESTFIELDYMCA.ORG X 1891 MA TO PROVIDE SERVICES AND PROGRAMS TO THE CHILDREN, ADULTS AND FAMILIES WITHIN THE WESTFIELD AREA. 20 20 209 40 0 0 1122817 1166197 2115643 2433676 445439 472099 -2018 23678 3681881 4095650 0 0 0 0 1920819 2253339 0 0 45572 1203790 1352889 3124609 3606228 557272 489422 10932799 11981405 80471 65908 10852328 11915497 X THE YMCA, A NON-PROFIT CHARITY, PRIMARY PURPOSE IS TO PROVIDE SERVICES AND PROGRAMS TO THE CHILDREN, ADULTS AND FAMILIES WITHIN THE GREATER WESTFIELD AREA REGARDLESS OF THEIR ABILITY TO PAY, WHICH ARE DESIGNED TO PROVIDE EDUCATION, INSTRUCTION, PERSONAL CHARACTER DEVELOPMENT, RECREATION, FITNESS, WELLNESS, HEALTH, CHILDCARE AND LIFE LONG INTERESTS WHICH WILL POSITIVELY IMPACT THEIR LIVES AND THEIR QUALITY OF LIFE. 0 0 1256879 881597 HEALTHY LIVING: THE Y IS COMMITTED TO IMPROVING AMERICA'S HEALTH AND WELL-BEING, COMMUNITY BY COMMUNITY. WE BRING FAMILIES CLOSER TOGETHER, ENCOURAGE GOOD HEALTH AND FOSTER CONNECTIONS THROUGH FITNESS, SPORTS, FUN AND SHARED INTERESTS. AS A RESULT OVER 4,000 PEOPLE IN OUR COMMUNITY ARE RECEIVING THE SUPPORT, GUIDANCE AND RESOURCES THEY NEED TO ACHIEVE GREATER HEALTH IN SPIRIT, MIND AND BODY. THIS IS PARTICULARLY IMPORTANT AS OUR NATION STRUGGLES WITH CHRONIC DISEASE AND OBESITY, FAMILIES WRESTLE WITH WORK/LIFE BALANCE AND INDIVIDUALS SEARCH FOR PERSONAL FULFILLMENT. OUR PROGRAMS ARE ACCESSIBLE, AFFORDABLE AND OPEN TO ALL FAITHS, BACK-GROUNDS, ABILITIES AND INCOME LEVELS. IN 2023, WE PROVIDED $89,196 IN FINANCIAL ASSISTANCE TO PEOPLE WHO OTHERWISE MAY NOT HAVE BEEN ABLE TO AFFORD TO PARTICIPATE. 1201610 1227244 YOUTH DEVELOPMENT: OUR YMCA IS COMMITTED TO NURTURING THE POTENTIAL OF EVERY CHILD AND TEEN. WE BELIEVE ALL KIDS HAVE GREAT POTENTIAL AND DESERVE THE OPPORTUNITY TO DISCOVER WHO THEY ARE AND WHAT THEY CAN ACHIEVE. THAT'S WHY WE HELP YOUNG PEOPLE CULTIVATE THE VALUES, SKILLS AND RELATIONSHIPS THAT LEAD TO POSITIVE BEHAVIORS, BETTER HEALTH AND EDUCATIONAL ACHIEVEMENT. BEYOND PROVIDING CHILD CARE SERVICES IN A SAFE, STRUCTURED ENVIRONMENT FOR FAMILIES, OUR EARLY EDUCATION AND SCHOOL AGE CHILD CARE PROGRAMS OFFER A RANGE OF EXPERIENCES THAT ENRICH SOCIAL-EMOTIONAL, COGNITIVE AND PHYSICAL GROWTH. IN 2023, WE PROVIDED $108,318 IN FINANCIAL ASSISTANCE FOR CHILDCARE. 353987 324835 CAMP SHEPARD: THE PURPOSE OF YMCA DAY CAMP IS TO HELP, PRESCHOOLERS TO TEENS-GROW SPIRITUALLY, MENTALLY, AND PHYSICALLY. BY PROVIDING CHALLENGING ACTIVITIES IN BOTH SMALL AND LARGE GROUP SETTINGS, CAMP SHEPARD GIVES YOUNG PEOPLE AN EXPERIENCE THAT CAN LAST A LIFETIME. THIS EXPERIENCE IS GROUNDED IN A SET OF SEVEN OBJECTIVES: GROW PERSONALLY, LEARN VALUES, IMPROVE PERSONAL AND FAMILY RELATIONSHIPS, APPRECIATE DIVERSITY, BECOME BETTER LEADERS AND SUPPORTERS, DEVELOP SPECIFIC SKILLS AND ASSETS, AND HAVE FUN. CAMP SHEPARD PROVIDES A UNIQUE OUTDOOR EDUCATIONAL EXPERIENCE FOR CHILDREN. IN 2023, WE SERVED OVER 413 UNIQUE CAMPERS AND PROVIDED $20,772 IN FINANCIAL ASSISTANCE. 2812476 1 1 0 0 0 0 1 0 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 209 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X BRUCE LOUBERT 4135688631 67 COURT STREET WESTFIELD MA 01085 HOWARD CHENEY PRESIDENT 1.00 X X 0 0 0 KELLY SALLS VICE PRESIDENT 1.00 X X 0 0 0 JIM KRUPIENSKI TREASURER 1.00 X X 0 0 0 NICHOLAS AMANTI SECRECTARY 1.00 X X 0 0 0 ERIC HALL PAST PRESIDENT 1.00 X 0 0 0 KELLY PEASE DIRECTOR 1.00 X 0 0 0 DEBORAH MCCARTHY DIRECTOR 1.00 X 0 0 0 JOHN C SHAVER DIRECTOR 1.00 X 0 0 0 DEAN RANKIN DIRECTOR 1.00 X 0 0 0 AMY MOLTENBREY DIRECTOR 1.00 X 0 0 0 JOHN PELLI DIRECTOR 1.00 X 0 0 0 PATRICK LUSTEG DIRECTOR 1.00 X 0 0 0 EDWARD DIAZ DIRECTOR 1.00 X 0 0 0 TRAVIS TAIGEN DIRECTOR 1.00 X 0 0 0 CHRISTIAN C CAREY DIRECTOR 1.00 X 0 0 0 SUASN DARGE DIRECTOR 1.00 X 0 0 0 KAREN M WEBB DIRECTOR 1.00 X 0 0 0 MARIANNE LANGLOIS DIRECTOR 1.00 X 0 0 0 BRIAN BOURGOIN DIRECTOR "PAST" 1.00 X 0 0 0 JENNIFER DALEY DIRECTOR 1.00 X 0 0 0 LAUREN FIGY DIRECTOR 1.00 X 0 0 0 ANDREA ALLARD EXECUTIVE DIRECTOR 40.00 X 123870 0 18895 BRUCE LOUBERT FINANCE DIRECTOR 40.00 X 68968 0 5729 192838 0 24624 1 0 0 0 0 56300 726798 383099 1166197 YMCA ACTIVITY FEES 813410 1276847 1276847 HEALTHY LIVING 813410 726795 726795 CHILD CARE VOUCHERS 624410 430034 430034 2433676 472099 472099 41258 56300 27407 13851 13851 EQUIP. RENTAL & MISC. 813410 9827 9827 9827 4095650 2433676 0 495777 192838 192838 1728639 1618293 85243 25103 173419 128909 40731 3779 158443 121968 34405 2070 12712 12712 25684 23757 1927 27446 11995 15253 198 314494 110309 192462 11723 1869 1178 691 8507 7132 1375 41207 41207 208412 208412 116396 113854 2332 210 EQUIPMENT EXPENSE 221493 145670 75823 SUPPLIES 100815 98326 2489 OUTSIDE SERVICES 94807 55544 39263 MAINTENANCE SUPPLIES 48679 48679 130368 77243 53125 3606228 2812476 748180 45572 389181 1035217 1760690 772852 150387 27637 31917 8516936 6865643 1824139 1651293 2100733 3457017 4680032 5033109 10932799 11981405 76466 61395 4005 4513 80471 65908 X 5761047 6481139 5091281 5434358 10852328 11915497 10932799 11981405 X 489422 240458 -19788 353077 X X 0 1 X 1 0 X 273347 474142 1454478 1122817 1166197 4490981 2347529 1451495 1706198 2115643 2433676 10054541 2620876 1925637 3160676 3238460 3599873 14545522 0 0 0 14545522 332152 362793 396027 445439 472099 2008510 332152 362793 396027 445439 472099 2008510 29044 17114 946655 8873 9827 1011513 2982072 2305544 4503358 3692772 4081799 17565545 0.82810 0.81800 0.11430 0.11820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 1 0 1 1 0 5020042 688257 335250 5373119 6463401 -1097685 345674 5020042 6050603 726560 313762 6463401 5547214 808458 305069 6050603 4871325 979442 303553 5547214 1.00000 1 0 301193 301193 6456979 5460824 996155 1758764 1404819 353945 1651293 FIXED INCOME SECURITIES 1685889 F EQUITY INVESTMENTS 1338163 F MONEY MARKET ACCOUNTS 432965 F 3457017 BENEFICIAL INTEREST IN PERPETUAL TRUST 5033109 5033109 4669397 593535 593535 4075862 19788 19788 4095650 3606228 0 3606228 0 3606228 PART II, LINE 5: REVIEWED BY BOARD OF DIRECTORS AND FINANCE COMMITTEE. PART II, LINE 9: THE WESTFIELD YMCA WAS PREVIOUSLY THE RECIPIENT OF CERTAIN HISTORIC PRESERVATION FUNDS PROVIDED BY THE CITY OF WESTFIELD. THESE FUNDS WERE UTILIZED TO MAKE IMPROVEMENTS TO A DESIGNATED HISTORIC PORTION OF THE YMCA FACILITY KNOWN AS THE TAYLOR MANSION. THE RELATED AGREEMENT FOR THE USE OF THESE FUNDS REQUIRES A DEED RESTRICTION FOR THE TAYLOR MANSION FOR A PERIOD OF 30 YEARS, BEGINNING APRIL 15, 2016. THERE IS NO CURRENT YEAR IMPACT ON INCOME AND EXPENSES. PART V, LINE 4 INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS: QUARTERLY DISTRIBUTIONS ARE RECEIVED FROM A PERPETUAL TRUST FOR THE MAINTENANCE OF THE BUIDLING AND THE WORK OF THE WESTFIELD YMCA. WESTFIELD YMCA DOES NOT CONTROL THE INVESTMENT OF THE PERPETUAL TRUST. EARNINGS FROM A RESTRICTED CAPITAL MAINTENANCE FUND ARE USED TO MAINTAIN AND REPAIR THE ORGANIZATION'S BUILDINGS AND EQUIPMENT. PREMIER EVENT 97558 56300 41258 13049 6663 7695 97558 56300 41258 13049 6663 7695 27407 13851 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVEIWED BY FINANCE COMMITTEE AND EMAILED TO ALL BOARD MEMBERS FOR THEIR REVIEW AND COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS ANNUALLY THOSE ISSUES WHICH MAY CAUSE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS VOTES ON AND APPROVES THE EXECUTIVE DIRECTOR'S SALARY ANNUALLY. THE BOARD USED COMPARABILITY DATA FROM OTHER YMCA'S AND THE PERFORMANCE OF THE EXECUTIVE DIRECTOR IN DETERMINING THE EXECUTIVE DIRECTOR'S SALARY. 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 BY REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF PERPETUAL TRUST 353,077. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.