2024-02-21T11:50:40-06:00 2023-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC ONE CORPORATE DRIVE SUITE 725 SHELTON CT 064846241 990 2022-07-01 060646992 YWCA GREENWICH CONNECTICUT INC YWCA 2038696501 259 EAST PUTNAM AVENUE GREENWICH CT 06830 MARY LEE KIERNAN PRESIDENT AND CEO 2038696501 2024-02-21 1 MARY LEE KIERNAN 999009999 1 JENNIFER BULL P00448361 2039293535 2024-02-15 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z YWCA GREENWICH MARY LEE KIERNAN 259 EAST PUTNAM AVENUE GREENWICH CT 06830 9307148 0 X WWW.YWCAGREENWICH.ORG X 1919 CT TO ELIMINATE RACISM, EMPOWER WOMEN AND PROMOTE PEACE, JUSTICE, FREEDOM AND DIGNITY FOR ALL. 29 29 187 120 0 0 4776760 2904265 3442564 3948213 1455738 151854 -266185 -81544 9408877 6922788 303741 345513 0 0 4474837 4639046 150077 0 437798 2649763 2974443 7578418 7959002 1830459 -1036214 19915055 19930321 1463671 1565972 18451384 18364349 X TO EMPOWER WOMEN AND GIRLS AND PROMOTE INCLUSION AND DIGNITY FOR ALL IN OUR COMMUNITY. THROUGH LEADERSHIP, INNOVATIVE PROGRAMS, SERVICES AND EDUCATIONAL OPPORTUNITIES, YWCA GREENWICH IS A DRIVING FORCE FOR A HEALTHIER, SAFER AND MORE EQUITABLE COMMUNITY. 0 0 2401821 122999 1883443 CHILDHOOD EDUCATION: YWCA GREENWICH CHILDHOOD EDUCATION PROGRAMS PROVIDE CHILDREN AGED 15 MONTHS TO PRETEEN WITH HIGH QUALITY PRESCHOOL, AFTERSCHOOL, SCHOOL VACATION AND SUMMER CAMP PROGRAMS AND FINANCIAL AID IS AVAILABLE. THE PRESCHOOL AND AFTERSCHOOL PROGRAMS ARE LICENSED BY THE CT OFFICE OF EARLY CHILDHOOD. THE PRESCHOOL IS ACCREDITED BY THE NATIONAL ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN, AND THE SUMMER CAMP IS ACCREDITED BY THE AMERICAN CAMP ASSOCIATION. THESE PROGRAMS BUILD ACADEMIC KNOWLEDGE, ENCOURAGE SOCIAL AND EMOTIONAL GROWTH, AND SUPPORT PHYSICAL VITALITY. STUDENTS UTILIZE A MODERN STEAM CLASSROOM AND RECEIVE INSTRUCTION IN SWIMMING, GYMNASTICS, SPANISH, YOGA AND MUSIC. 1385905 191034 8299 DOMESTIC ABUSE SERVICES: YWCA GREENWICH IS THE ONLY STATE DESIGNATED AND ACCREDITED PROVIDER OF DOMESTIC ABUSE SERVICES IN GREENWICH, WITH STAFF WHO ARE LICENSED TO PROVIDE A VARIETY OF VICTIM SERVICES, AND SPENT THE YEAR PREPARING FOR THE ADDITION OF SEXUAL VIOLENCE SERVICES. DOMESTIC VIOLENCE IS THE NUMBER ONE VIOLENT CRIME AND SECOND MOST INVESTIGATED CRIME LOCALLY. YWCA GREENWICH PROVIDES ALL SERVICES FREE OF CHARGE. SERVICES INCLUDE 24/7 HOTLINES, CRISIS INTERVENTION, GROUP AND INDIVIDUAL COUNSELING, EMERGENCY SHELTER, CIVIL AND CRIMINAL COURT ADVOCACY, CHILD COUNSELING AND HOUSING SERVICES. COMMUNITY EDUCATION, TRAININGS AND PREVENTION PROGRAMS ARE ALSO CRITICAL COMPONENTS OF OUR PROGRAM. 1375029 7246 929646 AQUATICS PROGRAMS: YWCA GREENWICH AQUATICS PROGRAMS ARE FOR ALL AGES, FROM BABIES THROUGH SENIORS, AND PROVIDE THE HIGHEST QUALITY INSTRUCTION IN WATER SAFETY, SKILL DEVELOPMENT, TECHNIQUE AND COORDINATION, WHILE IMPROVING PHYSICAL FITNESS. THERAPEUTIC CLASSES INCREASE RANGE OF MOTION AND RESTORE STRENGTH. BI-LINGUAL CLASSES PROMOTE WATER SAFETY AND SKILL BUILDING FOR THOSE LEARNING ENGLISH. YWCA GREENWICH RUNS THE HIGHLY COMPETITIVE DOLPHINS SWIM TEAM, DESIGNATED BY USA SWIMMING AS A SILVER LEVEL CLUB FROM 2018-2021 AND A BRONZE LEVEL CLUB IN 2022. THIS NATIONAL RECOGNITION IS AWARDED TO ONLY THE TOP 100 CLUBS IN THE USA, AND THE DOLPHINS ARE THE ONLY LOCAL TEAM WITH THIS DESIGNATION. 1176604 24234 1126825 HEALTH AND FITNESS: YWCA'S FITNESS PROGRAMS PROMOTE LIFE LONG HEALTH AND WELLNESS THROUGH GROUP EXERCISE CLASSES, PERSONAL TRAINING, A VARIETY OF YOUTH AND ADULT PROGRAMS SUCH AS BASEBALL, GYMNASTICS, DANCE, PICKLEBALL, BASKETBALL AND BADMINTON. EXPENSES $931,465. INCLUDING GRANTS OF $20,234. REVENUE $1,124,275CENTER FOR EQUITY AND JUSTICE: SIMILAR TO OTHER YWCAS AROUND THE COUNTRY, THE CENTER FOR EQUITY AND JUSTICE PROMOTES GENDER AND RACIAL EQUITY WITH COMMUNITY EDUCATION; ORGANIZATIONAL AND INDIVIDUAL TRAININGS; POLICY ADVOCACY; AND SYSTEMS CHANGE INITIATIVES. COMMUNITY EDUCATION FEATURES A SERIES OF PANEL DISCUSSIONS ON CONTEMPORARY TOPICS THAT ILLUMINATE GENDER OR RACIAL DISPARITIES AND EXPLORE SOLUTIONS. OUR TRAINING AND CONSULTING WORK BUILDS UNDERSTANDING AND CAPACITY TO PROMOTE ANTIRACISM AND GENDER JUSTICE. OUR POLICY ADVOCACY PROMOTES COLLABORATION AND POLICY CHANGES WITHIN IRS LIMITS FOR 501(C)(3) ORGANIZATIONS, AND OUR SYSTEMS CHANGE WORK SEEKS TO ADDRESS SYSTEMS AND STRUCTURES THAT CREATE CHRONIC DISPARITIES FOR CERTAIN POPULATIONS AND GENDERS.EXPENSES $245,139. INCLUDING GRANTS OF $0. REVENUE $2,500 1176604 24234 1126825 6339359 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 52 0 187 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 29 29 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X X BETH DEXTER 2038696501 259 EAST PUTNAM AVENUE GREENWICH CT 06830 CHERYL PLUMMER CHAIR 1.00 X X 0 0 0 LAUREN WALSH VICE CHAIR 1.00 X X 0 0 0 DAWN ISRAEL TREASURER 1.00 X X 0 0 0 SUSAN LEHMAN SECRETARY 1.00 X X 0 0 0 CONNIE ANNE HARRIS VICE CHAIR, DEVELOPMENT (THROUGH 10/2022) 1.00 X X 0 0 0 TOLAND SHERRIFF V.C., DEVELOPMENT 1.00 X X 0 0 0 EMILIE POWERS CHAIR, GOVERNANCE 1.00 X X 0 0 0 CYNTHIA LEAMAN V.C., DOMESTIC ABUSE SERVICES 1.00 X X 0 0 0 MICHELE WOLFRAM V.C., PROGRAMS AND MEMBERSHIP 1.00 X X 0 0 0 ELIZABETH ANGELONE DIRECTOR (THROUGH 1/2023) 1.00 X 0 0 0 CONNIE BRANYAN DIRECTOR (THROUGH 3/2023) 1.00 X 0 0 0 MANON DEFELICE DIRECTOR 1.00 X 0 0 0 MELISSA GRAHAM DIRECTOR 1.00 X 0 0 0 PRABHJOT GREWAL DIRECTOR 1.00 X 0 0 0 DEBORAH HODYS DIRECTOR 1.00 X 0 0 0 JENNIFER KAALUND DIRECTOR 1.00 X 0 0 0 ALLISON KINGSLEY DIRECTOR 1.00 X 0 0 0 KASHA KONOPKA DIRECTOR (EFF. 5/2023) 1.00 X 0 0 0 STEPHANIE KRUSE DIRECTOR (EFF. 1/2023) 1.00 X 0 0 0 CECILIA LIEBERMAN DIRECTOR 1.00 X 0 0 0 SHELLY TRETTER LYNCH DIRECTOR 1.00 X 0 0 0 JOSEPHINE MAGLIOCCO DIRECTOR (THROUGH 12/2022) 1.00 X 0 0 0 PEGGY MARTINO DIRECTOR 1.00 X 0 0 0 MARIA MERRILL DIRECTOR 1.00 X 0 0 0 MIRA MUHTADIE DIRECTOR 1.00 X 0 0 0 KATE FIELDS OSMAN DIRECTOR 1.00 X 0 0 0 PILAR S RAMOS DIRECTOR (THROUGH 1/2023) 1.00 X 0 0 0 ANDREA SABITSANA DIRECTOR (EFF. 1/2023) 1.00 X 0 0 0 CYNTHIA CHANG SCANLAN DIRECTOR 1.00 X 0 0 0 ANDREA C SISCA DIRECTOR 1.00 X 0 0 0 NATALIE STEIN DIRECTOR 1.00 X 0 0 0 JANETTE VAN DER WEIJDEN DIRECTOR 1.00 X 0 0 0 LOUISA WINTHROP DIRECTOR 1.00 X 0 0 0 FELICE ZWAS DIRECTOR 1.00 X 0 0 0 MARY LEE KIERNAN PRESIDENT AND CEO 40.00 X 307650 0 29155 KATHLEEN SEIDEN CHIEF ADVANCEMENT OFFICER 40.00 X 166090 0 24640 BETH DEXTER CHIEF FINANCIAL OFFICER 40.00 X 123408 0 6720 GERI SMILES DIRECTOR EARLY CHILDHOOD EDUCATION 40.00 X 128435 0 9632 NICHOLAS CAVATARO HEAD COACH, SWIM TEAM 40.00 X 106225 0 7739 831808 0 77886 5 0 1 0 SERVICE MANAGEMENT GROUP 25 CONTROLS DRIVE SHELTON CT 06484 CLEANING SERVICES 299744 CECI BROTHERS INC 740 NORTH STREET GREENWICH CT 06831 CONSTRUCTION SERVICES 110360 2 65000 1117421 1148955 572889 104013 2904265 PROGRAM SERVICE FEES 624100 3948213 3948213 3948213 392033 392033 1871321 2111500 -240179 -240179 -240179 146646 1117421 256342 -109696 -109696 43854 16518 27336 27336 MISCELLANEOUS 900099 816 816 816 6922788 3948213 0 70310 345513 345513 730979 161846 440803 128330 3324830 3022602 198705 103523 97627 80753 14382 2492 158877 130724 21954 6199 326733 235470 69134 22129 82643 82643 45470 45470 63331 63331 522205 433393 63143 25669 65067 16013 26206 22848 268750 185250 64292 19208 917588 883563 34025 82641 59951 2347 20343 3946 2863 112 971 268 213 39 16 368607 325803 15343 27461 122847 103025 11447 8375 SUPPLIES 383614 314224 19690 49700 FOOD & BEVERAGE 36684 32789 3895 STAFF TRAINING 10782 5364 4884 534 7959002 6339359 1181845 437798 2101478 459676 260144 260297 0 1168015 1628588 222518 125537 125002 12260768 6314293 5282517 5946475 10516791 11602491 0 145847 19915055 19930321 517412 561853 946259 858272 0 145847 1463671 1565972 X 15572410 16610702 2878974 1753647 18451384 18364349 19915055 19930321 -1036214 949179 0 X X 0 1 X 1 0 X 3589214 3547757 7791371 4776760 2904265 22609367 3313412 2620674 2078420 3442564 3948213 15403283 6902626 6168431 9869791 8219324 6852478 38012650 178274 286995 1297488 487711 195867 2446335 0 178274 286995 1297488 487711 195867 2446335 35566315 220622 222656 180857 226654 392033 1242822 220622 222656 180857 226654 392033 1242822 136335 87566 52006 45793 816 322516 7259583 6478653 10102654 8491771 7245327 39577988 0.89860 0.87880 0.03140 0.02800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10593699 1035700 12073 11617326 12343408 -1660967 23093 65649 10593699 850000 9276672 2280893 64157 12343408 850000 22847 16887 5960 850000 850000 64415 58504 5911 850000 0.89320 0.10680 0 0 418982 418982 11006432 6167146 4839286 433719 147147 286572 401635 401635 5946475 OPERATING LEASE LIABILITY 145847 145847 X 7657864 949179 949179 6708685 63331 150772 214103 6922788 7744899 0 7744899 63331 150772 214103 7959002 PART V, LINE 4: YWCA'S ENDOWMENT CONSISTS OF FIVE INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE INCOME FROM THESE ASSETS CAN BE USED TO SUPPORT RACIAL JUSTICE, WOMEN'S ECONOMIC ADVANCEMENT, DOMESTIC ABUSE SERVICES AND MAKING THE BUILDING HANDICAPPED ACCESSIBLE. THE BOARD OF DIRECTORS OF YWCA HAS DESIGNATED THE REST OF THESE ASSETS TO BE INVESTED AS A QUASI-ENDOWMENT. YWCA HAS ADOPTED INVESTMENT AND SPENDING POLICIES REGARDING ITS ENDOWMENT FUND THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS AND OTHER PROJECTS SUPPORTED BY ITS INVESTMENT ASSETS WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE INVESTMENT ASSETS. PART X, LINE 2: YWCA RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT YWCA HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. YWCA IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2020. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUE 150,772. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUE 150,772. OLD BAG LUNCHEON 750866 688991 61875 16420 43461 104409 WOMEN WHO INSPIRE 207523 179423 28100 25829 15254 4 305678 249007 56671 31225 19744 1264067 1117421 146646 16420 100515 139407 256342 -109696 43854 16013 505 0 0.00000 43854 16013 505 16518 27336 CT 1 0 1 0 CINDY KELLNER 259 EAST PUTNAM AVE GREENWICH CT 06830 0 KATHY SEIDEN 0 OVERSIGHT OF RAFFLE X 0 1 FINANCIAL AID 265 154772 DOMESTIC ABUSE SERVICES ASSISTANCE TO INDIVIDUALS 321 106724 84017 FAIR MARKET VALUE SHELTER, FOOD, CLOTHING PART I, LINE 2: THE ORGANIZATION OFFERS FINANCIAL ASSISTANCE BASED ON FINANCIAL NEED AS DOCUMENTED IN AN APPLICATION WITH SUPPORTING DOCUMENTATION. THIS INCLUDES FINANCIAL AID ON PROGRAM FEES AS WELL AS EMERGENCY SHELTER COSTS AND SUPPLIES FOR VICTIMS OF DOMESTIC ABUSE. X X X X 0 0 0 0 0 0 0 1 0 MARY LEE KIERNAN PRESIDENT AND CEO 267900 0 39750 0 0 0 15250 0 13905 0 336805 0 0 0 KATHLEEN SEIDEN CHIEF ADVANCEMENT OFFICER 166090 0 0 0 0 0 8535 0 16105 0 190730 0 0 0 PART I, LINE 7 THE ORGANIZATION AWARDED DISCRETIONARY BONUSES BASED ON PERFORMANCE TO CERTAIN INDIVIDUALS REPORTED IN PART VII AND SCHEDULE J. THESE BONUSES ARE APPROVED BY THE BOARD OF DIRECTORS. X 2175 COST X LADIES BAGS 127 101661 COST X GIFT CARD 18 10530 COST X HYGIENE KITS 98 2785 COST X JEWELRY 5 2240 COST X FLOWERS 3 2200 COST X FOOD AND BEVERAGE PRODUCTS 6 1225 COST X PET PRODUCTS 2 1100 COST X PAINTINGS 1 850 COST X SPORT COLLECTION ITEMS 2 400 COST 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B). FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS ONE CLASS OF MEMBERS. ANY PERSON WHO IDENTIFIES AS A WOMAN OR A GIRL (AT LEAST 15 AND OLDER) MAY JOIN THE ASSOCIATION AS A VOTING MEMBER. FORM 990, PART VI, SECTION A, LINE 7A ANNUALLY, ALL YWCA MEMBERS RECEIVE BALLOTS WITH THE NAMES OF THE PEOPLE WHO HAVE BEEN NOMINATED TO BE YWCA BOARD MEMBERS BY THE YWCA GOVERNANCE COMMITTEE. THOSE WHO ARE NOMINATED FOR A SECOND YWCA BOARD TERM AND THOSE WHO HAVE BEEN NOMINATED TO JOIN THE YWCA GOVERNANCE COMMITTEE ALSO ARE INCLUDED ON THE BALLOT. VOTING RESULTS ARE ANNOUNCED AT THE ANNUAL MEMBERSHIP MEETING. FORM 990, PART VI, SECTION A, LINE 7B MEMBERSHIP MUST APPROVE AMENDMENTS TO BYLAWS THAT MIGHT IMPACT AFFILIATION WITH YWCA USA, AMENDMENTS TO THE ARTICLES OF INCORPORATION, THE MERGER OR DISSOLUTION OF THE ENTITY, AND ANY REORGANIZATION THAT MIGHT IMPACT AFFILIATION WITH YWCA USA. FORM 990, PART VI, SECTION B, LINE 11B THE MEMBERS OF THE AUDIT COMMITTEE WILL RECEIVE A COPY, REVIEW, AND APPROVE THE COMPLETE FORM 990 WITHOUT SCHEDULE B - SCHEDULE OF CONTRIBUTORS, AND ANY CALCULATIONS THAT RELY ON SCHEDULE B DATA. THE FORM 990, EXCEPT FOR SCHEDULE B, IS PROVIDED TO THE FULL BOARD OF DIRECTORS. SCHEDULE B OF THE FORM 990 HAS NOT BEEN SHARED WITH ANY OF THE COMMITTEES OF THE BOARD NOR THE FULL BOARD TO PROTECT DONOR ANONYMITY. SCHEDULE B IS REVIEWED BY SENIOR MANAGEMENT AND THE CHAIR OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE YWCA REQUIRES THAT BOARD MEMBERS AND KEY STAFF DISCLOSE ANNUALLY THE NAMES OF ORGANIZATIONS ON WHOSE BOARDS THEY SERVE, ALL KNOWN POTENTIAL CONFLICTS OF INTEREST, AND ANY ACTIVITY OR OUTSIDE INTEREST THAT MAY APPEAR TO CONFLICT WITH THE BEST INTEREST OF YWCA GREENWICH, INCLUDING INVOLVEMENT WITH A CURRENT OR POTENTIAL YWCA VENDOR, GRANTEE OR COMPETING ORGANIZATION. CONFLICTS ARE DETERMINED AND REVIEWED BY THE BOARD OF DIRECTORS. THE PERSON WITH THE POTENTIAL OR ACTUAL CONFLICT MUST ABSTAIN FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: THE PRESIDENT AND CEO'S COMPENSATION REVIEW WAS PERFORMED BY THE CHAIR AND THE VICE CHAIR OF THE BOARD OF DIRECTORS AND APPROVED BY THE BOARD OF DIRECTORS. THE PROCESS INCLUDED THE USE OF DATA FROM A CEO COMPENSATION STUDY CONDUCTED IN 2021 BY AN INDEPENDENT COMPENSATION CONSULTANT USING THE FORM 990'S OF OTHER ORGANIZATIONS, COMPENSATION STUDIES, SURVEYS, AND OTHER MARKET COMPARABLE DATA. THE CEO'S COMPENSATION REVIEW WAS LAST PERFORMED IN JUNE 2023 AND WAS CONTEMPORANEOUSLY DOCUMENTED. LINE 15B: THE PRESIDENT AND CEO REVIEWS THE CHIEF FINANCIAL OFFICER'S AND CHIEF ADVANCEMENT OFFICER'S COMPENSATION ANNUALLY. AN INDEPENDENT COMPENSATION CONSULTANT CONDUCTED A COMPENSATION STUDY FOR SENIOR MANAGEMENT AND KEY EMPLOYEES IN 2021. COMPENSATION REVIEWS FOR THE CHIEF FINANCIAL OFFICER AND CHIEF ADVANCEMENT OFFICER WERE LAST CONDUCTED IN JUNE 2023. FORM 990, PART VI, SECTION C, LINE 19 THE YWCA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS AND FORM 990 ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE WHICH IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.