2024-08-23T09:10:32-05:00 2023-12-31 232108173 RKL LLP 3501 CONCORD ROAD STE 250 YORK PA 17402 990 2023-01-01 231352600 YMCA OF THE ROSES YMCA 7178120119 90 NORTH NEWBERRY STREET YORK PA 17401 LARRY RICHARDSON PRESIDENT/CEO 7178120119 2024-08-22 1 0 DOUGLAS L BERMAN CPA P01269555 7178433804 2024-08-22 2023 2024-08-08 14:25:15Z LARRY RICHARDSON 90 NORTH NEWBERRY STREET YORK PA 17401 15629891 0 X WWW.ROSESYMCA.ORG X 1855 PA TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY. 25 25 748 940 0 0 3883283 4062858 8580973 9765261 511510 565265 255299 255559 13231065 14648943 592421 549568 0 0 6950160 7516120 0 0 631648 5824596 6017594 13367177 14083282 -136112 565661 47741691 48756879 9854801 9476967 37886890 39279912 X THE MISSION OF THE YMCA OF THE ROSES IS TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. WE EXIST TO DEVELOP AND PRACTICE THE PRINCIPLES OF FAITH, HOPE, LOVE, HONESTY, RESPECT AND RESPONSIBILITY. 0 0 5294622 342682 6049601 HEALTHY LIVING: THE YMCA OF THE ROSES IS COMMITTED TO BUILDING A HEALTHY COMMUNITY WITH HEALTHY LIFESTYLES. OUR HEALTH AND WELLNESS PROGRAMS PROVIDE OPPORTUNITIES FOR FRIENDSHIP AND COMMUNITY, INCREASED SELF-CONFIDENCE, AND THE PHYSICAL BENEFITS OF A HEALTHIER, FITTER BODY. WE BELIEVE THAT ALL PEOPLE CAN BENEFIT FROM YMCA WELLNESS PROGRAMS REGARDLESS OF AGE, INCOME, BACKGROUND, OR ABILITY. THESE PROGRAMS INCLUDE PERSONAL AND GROUP FITNESS CLASSES, A COMPREHENSIVE AQUATICS PROGRAM, NUTRITIONAL CLASSES, AND PROGRAMS DESIGNED TO HELP INDIVIDUALS IN OUR COMMUNITY ACHIEVE A HEALTHIER LIFESTYLE. CONSIDERED OUR MOST WIDE-RANGING PROGRAM, WE OFFER AQUATICS TO MEMBERS OF OUR COMMUNITY AT ANY AGE. THROUGH PROGRESSIVE LESSONS, WATER EXERCISE & FITNESS, WATER SAFETY, LIFEGUARD CERTIFICATION, A COMPETITIVE SWIM TEAM, AND A MASTER'S SWIM PROGRAM, WE HELP DEVELOP THE WHOLE PERSON, PHYSICALLY, MENTALLY, AND SPIRITUALLY FROM INFANCY TO SENIOR ADULTHOOD. IN ADDITION TO INDOOR POOLS IN FOUR OF OUR FIVE BRANCHES, WE HAVE A SEPARATE STATE-OF-THE-ART AQUATIC FACILITY WITH BOTH INDOOR AND OUTDOOR POOLS AND AN ADDITIONAL OUTDOOR POOL IN OUR LAMPETER-STRASBURG YMCA.DURING JULY, WE OFFERED FREE SWIM LESSONS AT OUR GRAHAM AQUATIC CENTER TO INNER-CITY YOUTH. WE COLLABORATED WITH TEN OTHER NON-PROFIT ORGANIZATIONS WITHIN THE CITY TO PROVIDE THEM WITH USE OF THE POOL DURING THEIR SUMMER PROGRAMMING AT A DISCOUNTED OR FREE RATE. THAT COLLABORATION INCLUDED 500 FREE PASSES TO YORK CITY PARKS AND RECREATION FOR THEIR SUMMER CAMP PROGRAMS TO UTILIZE OUR OUTDOOR POOL. OUR AQUATIC PROGRAM, IN ADDITION TO ALL OF OUR HEALTHY LIVING PROGRAMS, IS ABOUT MORE THAN JUST THE TECHNIQUES AND SKILLS; IT IS ABOUT BUILDING FRIENDSHIPS, DEVELOPING SELF-ESTEEM, AND CREATING POSITIVE EXPERIENCES THAT WILL LAST A LIFETIME. AS PART OF OUR DEDICATION TO BUILDING A HEALTHY COMMUNITY, OUR SOUTHERN BRANCH YMCA PROVIDED FREE SWIM LESSONS TO SECOND GRADERS AS A PART OF THE FISHES PROGRAM (FREE INSTRUCTIONAL SWIM HELPS EVERY SECOND-GRADER). THE PURPOSE OF FISHES IS TO BUILD LIFE-SAVING SWIMMING & WATER SAFETY SKILLS IN CHILDREN IN OUR COMMUNITY AND FURTHER ILLUSTRATES OUR COMMITMENT TO OUR COMMUNITY. WE ALSO OFFER MANY PROGRAMS THAT ADDRESS CHRONIC DISEASES. LIVESTRONG AT THE YMCA ALLOWS CANCER PATIENTS AND SURVIVORS TO REGAIN THEIR PHYSICAL AND SPIRITUAL STRENGTH OVER 12 WEEKS. WE OFFERED THIS TO OVER 100 PARTICIPANTS AT NO CHARGE. THE YMCA'S DIABETES PREVENTION PROGRAM, A COMMUNITY-BASED LIFESTYLE IMPROVEMENT PROGRAM FOR ADULTS WITH PREDIABETES, EMPOWERS THEM WITH LASTING LIFESTYLE CHANGES THAT IMPROVE THEIR OVERALL HEALTH AND REDUCE THEIR RISK OF DEVELOPING TYPE 2 DIABETES. ROCK STEADY BOXING HELPS INDIVIDUALS WITH PARKINSON'S DISEASE SLOW THE PROGRESSION OF THEIR ILLNESS, FIND A SUPPORTIVE COMMUNITY, AND PREVENT FALLS OR INJURY. ALZHEIMER'S ASSOCIATION COMMUNITY EDUCATION SESSIONS PROVIDED CARE, EDUCATION, AND SUPPORT TO THOSE AFFECTED BY ALZHEIMER'S AND DEMENTIA AND PARTNERED WITH THE YMCA TO OFFER FREE, ONE-HOUR EDUCATIONAL SESSIONS TO ALL MEMBERS OF OUR COMMUNITY.BECAUSE THE YMCA IS A COMMUNITY-BASED ORGANIZATION, AND WE BELIEVE OUR SERVICES SHOULD BE AVAILABLE TO EVERYONE, WE OFFER ""MEMBERSHIP FOR ALL,"" OUR FINANCIAL ASSISTANCE PROGRAM. FIRMLY ALIGNING WITH OUR MISSION, MEMBERSHIP FOR ALL IS AN INCOME-BASED PRICING STRATEGY THROUGH WHICH WE CAN PROVIDE THE OPPORTUNITY FOR A HEALTHIER SPIRIT, MIND, AND BODY TO ALL, REGARDLESS OF INCOME. THE YMCA ALSO OFFERS A FREE TEMPORARY MEMBERSHIP EXTENSION TO ANY MEMBER EXPERIENCING LOSS OF EMPLOYMENT AND FREE MEMBERSHIPS TO ELIGIBLE MILITARY FAMILIES AND PERSONNEL. OUR ULTIMATE GOAL IS TO REDUCE THE BARRIERS TO HEALTHY LIVING FOR ALL KIDS & FAMILIES WITHIN OUR COMMUNITY. IN THE CURRENT YEAR, WE PROMOTED HEALTHY LIVING BY SERVING 65,000 INDIVIDUALS IN THE COMMUNITY AND PROVIDED DIRECT FINANCIAL ASSISTANCE OF $342,682. 3160107 165705 1608633 CHILD CARE: THE YMCA OF THE ROSES OFFERS DEVELOPMENTALLY APPROPRIATE LEARNING ACTIVITIES FOR INFANTS TO SCHOOL-AGE CHILDREN THROUGH A FULL-DAY CHILD CARE PROGRAM, A FULL-DAY PRE-KINDERGARTEN PROGRAM, AND MULTIPLE DPW LICENSED SCHOOL-AGE CHILD CARE LOCATIONS, MOST OF WHICH HAVE ACHIEVED KEYSTONE STARS DESIGNATIONS. THE PRE-KINDERGARTEN COUNTS IS A FREE STATE-SPONSORED PROGRAM IN PARTNERSHIP WITH THE SCHOOL DISTRICT OF LANCASTER TO PROVIDE HIGH-QUALITY PRE-KINDERGARTEN SERVICES AT NO COST TO FAMILIES. THE YMCA CHILD CARE SERVICES OFFER QUALITY, AFFORDABLE CARE FOR FAMILIES, MANY OF WHOM WOULD NOT BE ABLE TO CONTINUE THEIR EMPLOYMENT WITHOUT OUR SERVICES. OUR ENRICHED CURRICULUM INCLUDES LANGUAGE ARTS, NUMBERS, SCIENCE, MUSIC, ARTS & HUMANITIES, GYMNASTICS, AND SWIMMING. A CARING AND NURTURING STAFF OFFERS ACTIVITIES IN A POSITIVE LEARNING ENVIRONMENT. OUR 13-SITE SCHOOL-AGE CHILD CARE PROGRAM PROVIDES SAFE, SUPERVISED, ENRICHED PROGRAMMING IN 9 SCHOOL DISTRICTS THROUGHOUT OUR SERVICE AREA. THESE SITES HELP MEET A COMMUNITY'S NEED FOR PRODUCTIVE, STRUCTURED AFTER-SCHOOL ACTIVITIES. WE PROVIDE A SAFE ENVIRONMENT WHERE CHILDREN CAN LEARN, GROW AND THRIVE. TRAINED STAFF PROVIDES HOMEWORK SUPERVISION, CRAFTS, AND RECREATIONAL ACTIVITIES AT ALL OUR SCHOOL-AGE CHILD CARE LOCATIONS. WE PARTNER WITH OTHER COMMUNITY AGENCIES SUCH AS THE UNITED WAY OF YORK COUNTY, PRIVATE FOUNDATIONS, AND GOVERNMENT AGENCIES TO ENSURE THAT NO ONE IS TURNED AWAY DUE TO AN INABILITY TO PAY. IN 2023, WE OFFERED CHILD CARE FOR APPROXIMATELY 1,000 CHILDREN AND GAVE DIRECT FINANCIAL ASSISTANCE OF $166,705. 1986879 40696 1633668 YOUTH DEVELOPMENT: AT THE YMCA OF THE ROSES, WE ARE COMMITTED TO ENGAGING YOUTH IN YEAR-ROUND ASSET-BUILDING ACTIVITIES RESULTING IN PRODUCTIVE MEMBERS OF SOCIETY, WHO HAVE LIFE-LONG RELATIONSHIPS WITH THE YMCA. OUR YOUTH PROGRAMS REDUCE RISKY BEHAVIORS, PROMOTE A SENSE OF BELONGING, AND PROVIDE A SAFE ENVIRONMENT WHERE KIDS LEARN LEADERSHIP SKILLS AND CHARACTER. WE BELIEVE THAT, BY DEVELOPING CRITICAL SKILLS AND CHARACTER IN YOUTH, WE ARE HELPING THEM TO GROW UP TO BECOME HEALTHY, CARING, AND PROSPEROUS ADULTS. YMCA YOUTH SPORTS PROGRAMS PROVIDE YOUTH WITH POSITIVE ACTIVITIES AND CARING ADULT ATTENTION. YOUTH SPORTS ARE OFFERED AT OUR FIVE BRANCHES AND INCLUDE BUT ARE NOT LIMITED TO: BASKETBALL, SOCCER, T-BALL, BASEBALL, SOFTBALL, FLAG FOOTBALL, LACROSSE, AND GIRLS' CLUB VOLLEYBALL. THESE SPORTS PROGRAMS FOSTER POSITIVE COMPETITION, TEAMWORK, AND FAMILY INVOLVEMENT. SPECIALTY SPORTS CAMPS ARE OFFERED FOR MORE SPECIALIZED AND HIGHER-LEVEL INSTRUCTION IN BASEBALL, BASKETBALL, FENCING, SOCCER, SOFTBALL, AND VOLLEYBALL. OUR Y ACHIEVERS AND TEMPLE GUARD PROGRAMS HELP SOCIO-ECONOMICALLY DISADVANTAGED YOUTH DEVELOP A POSITIVE SENSE OF SELF AND SETS HIGH EDUCATION AND CAREER GOALS. DURING THE OUT-OF-SCHOOL SUPPLEMENTAL EDUCATION PROGRAM, MENTORS EXPOSE PARTICIPANTS TO VARIOUS CAREERS, ASSIST WITH SAT/ACT TEST PREPARATION, AND IMPART POSITIVE AND APPROPRIATE BEHAVIORS FOR YOUTH AND TEENS TO MODEL. STUDENTS ALSO GO ON COLLEGE TOURS, PREPARING THEM FOR POST-SECONDARY EDUCATION. PARTICIPANTS ALSO REMAIN ACTIVE AND BUILD DISCIPLINE IN TEMPLE GUARD, OUR MILITARY-STYLE DRUM AND STEP TEAM THAT PERFORMS THROUGHOUT THE COMMUNITY AT HIGH-PROFILE EVENTS.THE YMCA IS COMMITTED TO OFFERING EDUCATIONAL PROGRAMS INTENDED TO ADDRESS ACADEMIC AND GENDER GAPS EXPERIENCED BY DISADVANTAGED YOUTH. THE YMCA'S ACHIEVEMENT GAP INITIATIVE TARGETS THE ROOT ISSUES OF EDUCATIONAL INEQUALITY THROUGH THE SUMMER LEARNING LOSS PREVENTION PROGRAM (SLLP), A SIX-WEEK, FULL-DAY PROGRAM FOR LOW-INCOME CHILDREN. THE SLLP PROGRAM SUPPORTS DISADVANTAGED CHILDREN'S LITERACY AND ACADEMIC PROGRESS TO MITIGATE SUMMER LEARNING LOSS. WE OFFER A HIGH-QUALITY SUMMER DAY CAMP PROGRAM THAT PROVIDES A SAFE, VALUES-DRIVEN ENVIRONMENT TO KEEP YOUTH ENGAGED, ACTIVE, AND LEARNING THROUGHOUT THE SUMMER. WE PROVIDE CHILDREN AGES FIVE TO FIFTEEN WITH SUMMER ADVENTURES THAT PROMOTE A HEALTHY SPIRIT, MIND, AND BODY. CHILDREN SPEND TIME INDOORS AND OUTDOORS AS EXPERIENCED STAFF LEADS CAMPERS IN VARIOUS DAILY ACTIVITIES, INCLUDING ARTS & CRAFTS, GAMES, SPORTS & FITNESS ACTIVITIES, INSTRUCTIONAL & RECREATIONAL SWIMMING, AND WEEKLY OFF-SITE FIELD TRIPS. OUR DAY CAMP ALLOWS YOUTH TO HAVE FUN AND MAKE NEW FRIENDS WHILE PARTICIPATING IN CHARACTER-BUILDING, SKILL DEVELOPMENT, AND HEALTHY LIVING ACTIVITIES. IN THE CURRENT YEAR, THE YMCA PROMOTED YOUTH DEVELOPMENT TO APPROXIMATELY 2,000 YOUTH AND PROVIDED DIRECT FINANCIAL ASSISTANCE OF $40,696. 1177097 485 690112 SOCIAL RESPONSIBILITY: OUR FOCUS ON SOCIAL RESPONSIBILITY HAS LED TO EXTENSIVE WORK IN COMMUNITY STABILIZATION, WHICH HAS FURTHER LED TO SUBSTANTIAL COMMUNITY DEVELOPMENT. WE DO SO THROUGH SUBSTANCE ABUSE COUNSELING SERVICES, A HOMELESS MEN'S RESIDENCE, EMERGENCY SHELTER ROOMS, HOUSING COUNSELING PROGRAMS, AND ACCESS TO AFFORDABLE HOUSING UNITS OWNED BY RELATED ENTITIES. THE YMCA OFFERS RELIEF PROGRAMS DESIGNED TO PROVIDE EMERGENCY SUPPORT SERVICES. THE AT-RISK AFTER SCHOOL MEAL AND SUMMER FOOD SERVICE PROGRAM JOINS IN THE NATIONWIDE FIGHT AGAINST CHILD HUNGER BY SERVING LUNCH AND DINNER TO ANY CHILD IN NEED. THE YMCA'S MOBILE FEEDING BUS IS PART OF OUR YEAR-ROUND EFFORT TO ADDRESS CHILD HUNGER BY PROVIDING NUTRITIOUS FOOD AND ACTIVITIES TO KEEP KIDS' MINDS AND BODIES ACTIVE. IN 2023, THE YMCA'S AT-RISK AFTER SCHOOL MEAL AND SUMMER FOOD SERVICE PROGRAM PROVIDED MEALS TO OVER 20,000 MEMBERS OF OUR COMMUNITY. THE SOUTHERN COMMUNITY SERVICES (SCS) PROGRAM PROVIDES ESSENTIAL SOCIAL AND SUPPORT SERVICES TO LOW AND MODERATE-INCOME RESIDENTS OF SOUTHERN YORK COUNTY THROUGH AN EMERGENCY FOOD AND CASE MANAGEMENT ASSISTANCE, WHICH ALLOWS THE COMMUNITY TO PERSEVERE IN HARD TIMES. DURING THE FISCAL YEAR 2023, SOUTHERN COMMUNITY SERVICES SERVED OVER 2,600 MEMBERS OF THE COMMUNITY. THE YMCA'S NEW AMERICAN WELCOME CENTER (NAWC) IS DESIGNED TO HELP IMMIGRANTSALSO REFERRED TO AS NEWCOMERSFULLY INTEGRATE INTO AMERICAN SOCIETY AND PREPARE TO RECEIVE COMMUNITIES TO BE WELCOMING AND INCLUSIVE. IN 2023, THE NEW AMERICAN WELCOME CENTER PROVIDED REFERRALS TO OVER 1,500 INDIVIDUALS AND FAMILIES NEEDING HOUSING, FOOD, RENTAL ASSISTANCE, PUC BENEFITS, AND MANY MORE RESOURCES. WE HAVE BEGUN TO BUILD A BETTER FOUNDATION WITHIN OUR COMMUNITY BY REACHING OUT TO PEOPLE AND INVITING THEM TO INTERACT AND BUILD RELATIONSHIPS WITH THE YMCA BEYOND THE TRADITIONAL MEMBERSHIP ARRANGEMENT. AS OF 2023, THE NAWC WORKS CLOSELY WITH COMMUNITY PARTNERS LIKE WELLSPAN HEALTH AND UNITED WAY OF YORK COUNTY.WE ALSO EXPANDED OUR COMMUNITY WORK IN LANCASTER COUNTY. WE ARE RUNNING A SAFETY AROUND WATER PROGRAM TO TEACH INDIVIDUALS, YOUTHS, AND FAMILIES FROM DISADVANTAGED BACKGROUNDS, SUCH AS REFUGEES AND LOW-INCOME HOUSEHOLDS, HOW TO AVOID DROWNING AND OTHER WATER-RELATED INCIDENTS. PARTICIPANTS IN THIS PROGRAM OFTEN GRADUATE INTO OUR SWIM LESSONS, WITH FINANCIAL ASSISTANCE MAKING THEM AVAILABLE FOR ALL. OUR Y ACHIEVERS PROGRAM IS GIVING YOUTHS IN LANCASTER CITY OPPORTUNITIES TO PREPARE FOR COLLEGE OR THEIR CAREERS, WHILE OUR TEMPLE GUARD DRILL TEAM IS MAKING SURE THEY STAY ACTIVE IN THE COMMUNITY AND CONNECTED WITH POSITIVE INFLUENCES. THE YMCA OF THE ROSES PARTNERS WITH MANY OTHER COMMUNITY-BASED ORGANIZATIONS. WE WORK WITH SPIRITRUST LUTHERAN IN OUR YORK CITY AND SHREWSBURY BRANCHES TO OFFER OLDER ADULTS CLASSES TO THEIR RESIDENTS AND ACCESS TO OUR WARM WATER POOL IN SHREWSBURY. OUR CITY CENTER YMCA IN DOWNTOWN LANCASTER COLLABORATES WITH THE OFFICE OF AGING TO OFFER SERVICES FOR OLDER ADULTS, INCLUDING WELLNESS ACTIVITIES AND EDUCATIONAL SESSIONS. THE LAMPETER-STRASBURG YMCA PARTNERS WITH LOCAL SCHOOL DISTRICTS TO DELIVER YOUTH PROGRAMS AND HOST SPECIAL EVENTS, SUCH AS ITS FREE HEALTHY KIDS DAY YOUTH AND FAMILY FESTIVAL. NUMEROUS OTHER NONPROFITS AND GOVERNMENT ENTITIES, INCLUDING LIFEPATH CHRISTIAN MINISTRIES, YORK CITY, THE LANCASTER STEM ALLIANCE, AND INDIGO, WORK WITH THE YMCA TO OFFER HOUSING, DIRECT ASSISTANCE, COMMUNITY DEVELOPMENT, AND EDUCATIONAL PROGRAMMING TO LOCAL RESIDENTS. 1177097 485 690112 11618705 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 X 45 0 1 748 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 PA X CINDY AUMENT 7178120119 90 NORTH NEWBERRY STREET YORK PA 17401 RICHARDSON LARRY PRESIDENT/CEO 48.50 1.50 X 226344 0 26528 AUMENT CINDY CFO 50.00 0.00 X 105796 0 16493 KRUPER GINA BOARD CHAIR 1.50 0.00 X X 0 0 0 SANDERS JAMES 1ST VICE CHAIR 1.50 0.00 X X 0 0 0 REINHART DR JENNIFER 2ND VICE CHAIR 1.50 0.00 X X 0 0 0 TOMEVI JUSTIN SECRETARY 1.50 0.00 X X 0 0 0 LYNCH JEREMY TREASURER 1.50 0.00 X X 0 0 0 CALLAHAN KATIE BOARD DIRECTOR 1.50 0.00 X 0 0 0 DOLL AMY BOARD DIRECTOR 1.50 0.00 X 0 0 0 DOYLE VIRGINIA BOARD CHAIR - SOUTHERN 1.50 0.00 X 0 0 0 DRUMMOND ROBERT BOARD DIRECTOR 1.50 0.00 X 0 0 0 FLORES CHRISTOPHER BOARD DIRECTOR 1.50 0.00 X 0 0 0 FRUITRAIL CYNTHIA START 123 BOARD DIRECTOR 1.50 0.00 X 0 0 0 FUENTES TANNISHA START 623 BOARD DIRECTOR 1.50 0.00 X 0 0 0 GLASS JEFFREY BOARD DIRECTOR 1.50 0.00 X 0 0 0 GROSS PATRICK BOARD DIRECTOR 1.50 0.00 X 0 0 0 GRUNO DAVE BOARD DIRECTOR 1.50 0.00 X 0 0 0 HUNTER JOSH BOARD DIRECTOR 1.50 0.00 X 0 0 0 KACHEL TRESSE TILL 323 BOARD DIRECTOR 1.50 0.00 X 0 0 0 KOUMA LARRY BOARD DIRECTOR 1.50 0.00 X 0 0 0 MEDLOCK RONNIE BOARD DIRECTOR 1.50 0.00 X 0 0 0 PARKER MONTEZ BOARD DIRECTOR 1.50 0.00 X 0 0 0 RIVERA-LYTLE DELMA BOARD DIRECTOR 1.50 0.00 X 0 0 0 SCHULTZ DOUG BOARD CHAIR-LAMPETER STRAS 1.50 0.00 X 0 0 0 SHEFFER KEITH BOARD DIRECTOR 1.50 0.00 X 0 0 0 SMITH LONI BOARD DIRECTOR 1.50 0.00 X 0 0 0 TRIBUE CURTIS TILL 623 BOARD DIRECTOR 1.50 0.00 X 0 0 0 TURNS ESTEVANNY BOARD DIRECTOR 1.50 0.00 X 0 0 0 WIESMAN CHRIS BOARD DIRECTOR 1.50 0.00 X 0 0 0 332140 0 43021 2 0 1 0 SPANGLER & BOYER MECHANICAL 5175 COMMERCE DRIVE YORK PA 17408 SERVICE CALLS AND PREVENTIVE MAINTENANCE 232892 1 164284 290593 1034934 2573047 174180 4062858 MEMBERSHIPS 624100 5306888 5306888 FEE INCOME 624100 3941147 3941147 RESIDENCE INCOME 624100 517226 517226 9765261 549901 549901 108804 0 108804 108804 93360 15444 763576 747216 996 16360 -996 15364 15364 151254 290593 216245 -64991 -64991 70776 16491 54285 54285 MANAGEMENT FEE INCOME 561000 123393 123393 MISCELLANEOUS INCOME 900099 34068 34068 157461 14648943 9982014 0 604071 549568 549568 377068 312413 37001 27654 6012668 5016228 574914 421526 249362 196006 29103 24253 392487 308509 45807 38171 484535 364010 91878 28647 23047 23047 80109 80109 27323 27323 255701 142104 106880 6717 81519 1596 75206 4717 1211347 1123354 77851 10142 113649 94338 19311 1691788 1591030 100221 537 176010 167467 8195 348 23750 23750 241273 7050 234223 178860 14309 164551 1258039 1236349 21690 357483 278948 74046 4489 MISCELLANEOUS EXPENSE 222514 163720 37015 21779 BAD DEBT EXPENSE 48281 8721 -242 39802 DUES AND SUBSCRIPTIONS 22788 15122 4800 2866 CONTRIBUTION EXPENSE 4113 4113 14083282 11618705 1832929 631648 1664686 549367 938220 1600456 3022340 2741618 1106417 940473 5001252 5100099 141421 132545 39117400 13077951 25792079 26039449 3364614 4227388 6073675 6431313 636987 994171 47741691 48756879 1453761 1371290 475010 278225 4935690 4649242 2303380 2125911 686960 1052299 9854801 9476967 X 27239969 27978418 10646921 11301494 37886890 39279912 47741691 48756879 X 565661 469723 357638 X X 0 1 X 1 0 X 5145483 4052337 3526331 3883283 4062858 20670292 5661041 3741383 4454935 8580973 9765261 32203593 225571 159522 174494 251567 256098 1067252 11032095 7953242 8155760 12715823 14084217 53941137 58014 47392 23170 26377 86868 241821 0 58014 47392 23170 26377 86868 241821 53699316 517243 472478 498196 570362 658705 2716984 517243 472478 498196 570362 658705 2716984 102175 150922 345826 132327 123393 854643 11651513 8576642 8999782 13418512 14866315 57512764 0.93370 0.93040 0.04720 0.04980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4489200 25541 552200 5894 15360 1248 5044439 7420684 42450 -2733852 5543 233237 1302 4489200 6094130 920169 662582 256197 7420684 5698939 673305 278114 6094130 5091530 880710 273301 5698939 0.50170 0.49830 0.00000 1 0 1551229 1551229 32297196 9622686 22674510 1491460 800492 690968 2921878 2309447 612431 855637 345326 510311 26039449 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 6279298 F INTEREST IN NET ASSETS OF A COMMUNITY FOUNDATION 152015 F 6431313 CHARITABLE GIFT ANNUITY 52628 OBLIGATIONS UNDER OPERATING LEASES 884370 OBLIGATIONS UNDER FINANCING LEASES 115301 1052299 X 15150999 469723 18850 590374 1078947 14072052 27323 549568 576891 14648943 13757977 18850 232736 251586 13506391 27323 549568 576891 14083282 PART V, LINE 4: ENDOWMENT EARNINGS ARE USED FOR GENERAL OPERATING EXPENSES. ANNUALLY, THE SPENDING RATE IS RECOMMENDED TO THE BOARD OF DIRECTORS AND IS BASED ON THE SIZE, GROWTH, AND PERFORMANCE OF THE ENDOWMENT FUNDS AND THE NEEDS OF THE OPERATING BUDGET. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE YMCA, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE YMCA HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE YMCA IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE DECEMBER 31, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF PERPETUAL TRUST 347,111. CHANGE IN INTEREST OF NET ASSETS OF COMMUNITY FOUNDATION 10,527. COST OF GOODS SOLD 16,491. SPECIAL EVENT EXPENSES 216,245. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE 549,568. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 16,491. SPECIAL EVENT EXPENSES 216,245. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE 549,568. TURKEY TROT 118494 118494 46095 GOLF OUTING 107361 48259 59102 0 5350 21864 13196 0 12226 3 187500 119035 68465 0 36856 2650 23243 6575 36215 413355 285788 127567 42206 24514 36439 6575 94536 204270 -76703 1 MEMBERSHIP FINANCIAL ASSISTANCE 1545 342682 FMV ACTUAL AMOUNT OF MEMBERSHIP REDUCTIONS AQUATICS PROGRAMS FINANCIAL ASSISTANCE 3 485 FMV ACTUAL AMOUNT OF PROGRAM FEE REDUCTIONS CHILD CARE FINANCIAL ASSISTANCE 78 165705 FMV ACTUAL AMOUNT OF REDUCED CHILD CARE FEES YOUTH DEVELOPMENT FINANCIAL ASSISTANCE 97 40696 FMV ACTUAL AMOUNT OF REDUCED PARTICIPATION FEES PART I, LINE 2: THE ORGANIZATION REDUCES THEIR FEES FOR THE PROGRAM, THE INDIVIDUAL RECEIVING THE ASSISTANCE DOES NOT RECIEVE THE FUNDS DIRECTLY. X 1 0 X X X 0 0 0 0 0 0 0 0 0 RICHARDSON LARRY PRESIDENT/CEO 223394 0 0 0 2950 0 20828 0 5700 0 252872 0 0 0 PART I, LINE 1A THE YMCA OF THE ROSES PROVIDES DUES AND INTIATION FEES TO ITS DIRECTORS. A GENERAL AUTHORITY OF SOUTHCENTRAL PENNSYLVANIA REVENUE NOTE - SERIES 2004 232982233 2004-12-29 2550000 EXPAND/RENOVATE FACILITIES AT SOUTHERN BRANCH YMCA & REFUNDING ISSUE 9/1/97 0 0 0 B EAST HEMPFIELD TOWNSHIP INDUSTRIAL DEVELOPMENT AUTHORITY REVENUE NOTE 231925435 2021-11-29 4800000 FINANCING OF REAL ESTATE OF THE LANCASTER YMCA 0 0 0 A 2371347 2550000 1838334 45671 665995 2008 1 0 1 1 B 329411 4800000 96000 4704000 2022 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 B 0 0 0 0 1 0 0 0 0 A 0 B 0 X 1 3566 FMV X HVAC PROJECT 1 60470 FAIR MARKET VALUE X FURNITURE AND EQUIPMENT 1 38430 FAIR MARKET VALUE X SPECIAL EVENT ITEMS 47 36131 FAIR MARKET VALUE X PROGRAM SUPPLIES 43 35583 FAIR MARKET VALUE 0 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES RBC WEALTH MANAGEMENT TO SELL DONATIONS OF STOCK. NO COMMISSION IS CHARGED TO THE ORGANIZATION FOR THE SERVICES. FORM 990, PART V, LINE 1C: THE ORGANIZATION DID NOT HAVE ANY INSTANCES WHERE BACKUP WITHHOLDING WAS REQUIRED; HOWEVER, IF THE SITUATION WOULD ARISE, THE ORGANIZATION IS AWARE OF THE REPORTING REQUIREMENTS AND WOULD HANDLE THAT ACCORDINGLY. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WHO NOMINATE AND ELECT THE MEMBERS OF THE GOVERNING BODY. THE MEMBERS DO NOT RECEIVE A SHARE OF THE ORGANIZATION'S PROFITS OR EXCESS DUES, OR A SHARE OF THE ASSETS UPON DISSOLUTION. FORM 990, PART VI, SECTION A, LINE 7A ALL PERSONS EIGHTEEN YEARS OF AGE OR OVER, WHO ARE MEMBERS IN GOOD STANDING, SHALL HAVE THE RIGHT TO VOTE. THIS INCLUDES THE RESPONSIBILITY TO NOMINATE AND ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISTRIBUTED TO ALL CORPORATE BOARD DIRECTORS FOR THEIR REVIEW. THE CORPORATE FINANCE COMMITTEE MEMBERS REVIEW THE FORM 990 PRIOR TO DISTRIBUTION TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE PURPOSE OF THIS CONFLICT OF INTEREST POLICY IS TO PROTECT THE INTEREST OF THE CORPORATION WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF A MEMBER, DIRECTOR, OR OFFICER OF THE CORPORATION OR MIGHT RESULT IN A POSSIBLE EXCESS BENEFIT TRANSACTION. ANY DIRECTOR, OFFICER, OR MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST SHALL BE DEEMED TO BE AN INTERESTED PERSON. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE MEMBERS, DIRECTORS, AND MEMBERS OF ANY COMMITTEE WITH BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE BOARD OF DIRECTORS OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OF DIRECTORS OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OF DIRECTORS OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE OR SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE BOARD OF DIRECTORS OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OF DIRECTORS OR COMMITTEE SHALL DETERMINE WHETHER THE CORPORATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF THE BOARD OF DIRECTORS OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OF DIRECTORS OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. THE MINUTES OF THE BOARD OF DIRECTORS AND ALL COMMITTEES WITH BOARD-DELEGATED POWERS SHALL CONTAIN (I) THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE BOARD OF DIRECTOR'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED, AND (II) THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. A VOTING MEMBER OF THE BOARD OF DIRECTORS WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE CORPORATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION. TO ENSURE THE CORPORATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE (I) WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULTS OF ARM'S LENGTH BARGAINING. AND (II) WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE CORPORATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENTS OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES, AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT, OR AN EXCESS BENEFIT TRANSACTION. WHEN CONDUCTING PERIODIC REVIEWS, THE CORPORATION MAY, BUT NEED NOT, USE OUTSIDE ADVISORS. IF OUTSIDE EXPERTS ARE USED, THEIR USE SHALL NOT RELIEVE THE GOVERNING BOARD OF ITS RESPONSIBILITY FOR ENSURING PERIODIC REVIEWS ARE CONDUCTED. FORM 990, PART VI, SECTION B, LINE 15 WHEN CHANGES TO THE COMPENSATION LEVELS ARE BEING CONSIDERED, THE CEO COMPENSATION PACKAGE IS DETERMINED BY THE EXECUTIVE COMMITTEE USING COMPARABLE DATA, INDEPENDENT REVIEW AND APPROVED BY THE BOARD. COMPARABLE DATA IS USED IN DETERMINING COMPENSATION FOR OTHER EMPLOYEES AND SUCH COMPENSATION IS APPROVED BY THE BOARD. THE DELIBERATION AND DECISION IS CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS AND CONFLICT OF INTEREST STATEMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST TO THE CEO. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF PERPETUAL TRUST 347,111. CHANGE IN INTEREST IN NET ASSETS 10,527. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. NEWBERRY PROPERTIES 90 NORTH NEWBERRY STREET YORK PA 17401 232904116 LOW-INCOME HOUSING PA 501(C)(3) LINE 10 YMCA OF THE ROSES 1 Y COMMUNITY DEVELOPMENT CORP 90 NORTH NEWBERRY STREET YORK PA 17401 232921065 ASSIST IN PLANNING, DEVELOPMENT, AND IMPROVEMENT OF CITY OF YORK PA 501(C)(3) LINE 10 YMCA OF THE ROSES 1 TRIANGLE GROUP LP 90 NEWBERRY STREET YORK PA 17401 232949560 RENTAL REAL ESTATE PA NEWBERRY PROPERTIES RELATED -813005 0 0 0.88000 HISTORIC FAIRMOUNT ASSOCIATES LP 90 NEWBERRY STREET YORK PA 17401 412028190 LOW INCOME HOUSING PA N/A 0 0 GEORGE STREET COMMONS LP 90 NEWBERRY STREET YORK PA 17401 453007371 LOW INCOME HOUSING PA N/A 0 0 GEORGE STREET COMMONS COMMERCIAL LP 90 NEWBERRY STREET YORK PA 17401 DEVELOP AND MAINTAIN LOW-INCOME HOUSING PA N/A 0 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 TRIANGLE GROUP LP D 3309663 FMV YCDC D 1745435 FMV