2024-09-11T14:32:25-05:00 2023-12-31 731413977 HOGANTAYLOR LLP 2222 SOUTH UTICA PL SUITE 200 TULSA OK 74114 990 2023-01-01 730579269 THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER TULSA YOUN 9187479622 5400 S OLYMPIA AVENUE TULSA OK 74107 RICKI WIMMER PRESIDENT AND CEO 9187479622 2024-09-02 1 1 MEGAN COURTNEY P01571790 9187452333 2024-08-30 2023 2024-08-08 14:25:15Z RICKI WIMMER 5400 S OLYMPIA AVENUE TULSA OK 74107 30797337 0 X WWW.YMCATULSA.ORG X 1909 OK TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. 31 31 852 560 0 0 5591513 17195460 10694142 12706003 721727 228524 16705 23970 17024087 30153957 1056572 1120505 0 0 7674292 8204452 0 0 354004 7317558 8784831 16048422 18109788 975665 12044169 63069040 68811227 11242880 9842026 51826160 58969201 X SEE SCHEDULE OTHE MISSION OF THE YMCA OF GREATER TULSA IS TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. THE YMCA OF GREATER TULSA IS A POWERFUL ASSOCIATION OF MEN, WOMEN AND CHILDREN JOINED TOGETHER BY A SHARED COMMITMENT TO NURTURING THE POTENTIAL OF KIDS, PROMOTING HEALTHY LIVING AND FOSTERING A SENSE OF SOCIAL RESPONSIBILITY. WE BELIEVE THAT LASTING PERSONAL AND SOCIAL CHANGE CAN ONLY COME ABOUT WHEN WE ALL WORK TOGETHER TO INVEST IN OUR KIDS, OUR HEALTH AND OUR NEIGHBORS. THAT'S WHY, AT THE Y, STRENGTHENING COMMUNITY IS OUR CAUSE. EVERY DAY, WE WORK SIDE-BY-SIDE WITH OUR NEIGHBORS IN OUR COMMUNITY TO MAKE SURE THAT EVERYONE, REGARDLESS OF AGE, INCOME OR BACKGROUND, CAN LEARN, GROW AND THRIVE. 0 0 10178708 929201 9955768 YMCA MEMBERSHIP AND HEALTH ENHANCEMENT - PLEASE SEE SCHEDULE O FOR A MORE DETAILED DESCRIPTION 2826801 110253 1525644 YMCA CHILDCARE - PLEASE SEE SCHEDULE O FOR A MORE DETAILED DESCRIPTION 1543804 79045 834959 YMCA CAMPING - PLEASE SEE SCHEDULE O FOR A MORE DETAILED DESCRIPTION 994858 2006 389632 SPORTS AND RECREATIONOTHER PROGRAMS 994858 2006 389632 15544171 1 1 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 22 0 1 852 1 0 0 0 0 0 0 0 0 0 0 0 0 X 31 31 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 OK X RONDA C JENKINS-THOMPSON 9187283915 5400 S OLYMPIA AVE TULSA OK 74107 MIA VAHLBERG DIRECTOR 0.50 X 0 0 0 COLLIN CORY DIRECTOR 0.50 X 0 0 0 GREGG JOHNSON DIRECTOR 0.50 X 0 0 0 JAKE DOLLARHIDE VICE CHAIR 1.00 X X 0 0 0 MITCH DRUMMOND DIRECTOR 0.50 X 0 0 0 TAWNA SCOTT DIRECTOR 0.50 X 0 0 0 JAMES HIGGINS DIRECTOR 0.50 X 0 0 0 BOB GEWENIGER DIRECTOR 0.50 X 0 0 0 LISA FORD DIRECTOR 0.50 X 0 0 0 DAVID HAYS TREASURER 1.00 X X 0 0 0 JOHN HICKEY DIRECTOR 0.50 X 0 0 0 MOLLY JARVIS DIRECTOR 0.50 X 0 0 0 STEVE MALCOLM DIRECTOR 0.50 X 0 0 0 ELIAN HURTADO DIRECTOR 0.50 X 0 0 0 FATIMA LINARES DIRECTOR 0.50 X 0 0 0 STEVEN NELL DIRECTOR 0.50 X 0 0 0 ELLIOT NELSON CHAIR 1.00 X X 0 0 0 SANDI PELLOW DIRECTOR 1.00 X 0 0 0 MARK MABREY DIRECTOR 0.50 X 0 0 0 JEREMY SMITH DIRECTOR 0.50 X 0 0 0 LAURIE TILLEY DIRECTOR 0.50 X 0 0 0 JOE EDWARDS DIRECTOR 0.50 X 0 0 0 DAWN WARRICK DIRECTOR 0.50 X 0 0 0 KRISTINE STOVER DIRECTOR 0.50 X 0 0 0 THADDEUS ESPY DIRECTOR 0.50 X 0 0 0 ANNE MANNELL DIRECTOR 0.50 X 0 0 0 KENT BROWN DIRECTOR 0.50 X 0 0 0 ZEKE CHANCY SECRETARY 0.50 X X 0 0 0 JAYSON MORGAN DIRECTOR 0.50 X 0 0 0 BETSY SLAGLE DIRECTOR 0.50 X 0 0 0 BRANDON WEBBER DIRECTOR 0.50 X 0 0 0 RONDA JENKINS-THOMPSON CFO 40.00 X 144268 0 29512 RICKI WIMMER CEO 40.00 X 220725 900 26570 MATT HANCOCK COO 40.00 X 107365 2901 21496 KYLE WILKES CDO 40.00 X 103333 2946 5248 JEFF HEELEY COO 40.00 X 19615 0 0 595306 6747 82826 4 0 1 0 GH2 ARCHITECTS 320 SOUTH BOSTON TULSA OK 74103 ARCHITECT FEES 613751 JULES AND ASSOCIATES PO BOX 4130 HOPKINS MN 55343 EQUIPMENT LEASING 601757 AHI 10404 E 55TH PLACE STE C TULSA OK 74146 CLEANING SERVICES 419100 MID-AMERICA POOL RENOVATION 5929 E 15TH TERRACE GRANDVIEW MO 64030 POOL CONSTRUCTION 258945 NABHOLZ CONSTRUCTION 10139 54TH ST TULSA OK 74146 CONSTRUCTION SERVICES 176031 7 719309 53281 2086183 14336687 740000 17195460 MEMBER DUES 813410 9354784 9354784 PROGRAM MEMBER DUES 813410 1979831 1979831 OTHER RELATED INCOME 813410 1073994 1073994 RENTAL INCOME 813410 297394 297394 12706003 228431 228431 583467 3764 587138 0 -3671 3764 93 93 80212 56242 23970 23970 30153957 12706003 0 252494 77066 77066 1043439 1043439 678132 508398 142916 26818 6355839 4923345 1207161 225333 275815 157392 99402 19021 177370 101215 63923 12232 717296 567109 125543 24644 9907 7751 2142 14 57799 45222 12498 79 11545 11545 254729 199299 55079 351 165827 165827 1062752 976523 69106 17123 271357 212309 58674 374 2686406 2634314 52092 128277 53943 74334 77069 45355 31714 383999 284792 99207 179285 172849 6436 2650682 2621009 29673 479732 471277 8455 BANK SERVICE CHARGES 276244 208420 46647 21177 STAFF RECOGNITION 56890 42922 9606 4362 BACKGROUND CHECKS 22578 17035 3813 1730 SUSTAINING EXPENSES 9753 7360 1647 746 18109788 15544171 2211613 354004 1992108 4577211 1335349 3724552 2186156 4336245 349666 452452 13740900 4976800 133624 171230 65046851 24684014 22019360 40362837 1275415 1207223 319290 368131 15840869 5803402 8448 4044 3867855 2827100 63069040 68811227 514914 967437 266233 306251 6618508 5799987 3843225 2768351 11242880 9842026 X 49699332 48631741 2126828 10337460 51826160 58969201 63069040 68811227 X 12044169 201410 -5102538 X X 0 1 X 1 0 X 19506740 12925735 14204488 15157780 28530075 90324818 670569 425044 326264 1202364 1451600 4075841 20177309 13350779 14530752 16360144 29981675 94400659 36231 6100 38650 80981 0 36231 6100 38650 80981 94319678 131626 184700 213847 217117 228431 975721 131626 184700 213847 217117 228431 975721 20308935 13535479 14744599 16577261 30210106 95376380 0.98890 0.98880 0.01020 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1515794 182736 12942 1685588 1791795 -224229 51772 1515794 1396329 294968 152270 51772 1791795 1327899 120202 51772 1396329 1195271 184400 51772 1327899 0.85787 0.14213 1 0 3208299 3208299 43540451 17412444 26128007 9792223 3169681 6622542 4118211 3035473 1082738 4387667 1066416 3321251 40362837 INVESTMENTS IN TULSA BACKYARD INITIATIVE 5803402 C 5803402 PART V, LINE 4: EARNINGS AND DISTRIBUTIONS FROM THE ENDOWMENT FUND IS USED TO OFFSET EXPENSES AND TO SUPPORT THE OVERALL OPERATIONS OF THE YMCA. 1 TULSA HEALTHY FAMILY ASSOCIATION 5400 S OLYMPIA AVE TULSA OK 74107 812317193 501(C)(3) 72183 0 GENERAL AND ADMINISTRATIVE EXPENSE 1 0 MEMBERSHIP DUES 4680 928590 PROGRAM FEES 841 114849 PART I, LINE 2: A POTENTIAL MEMBER WOULD COMPLETE AN APPLICATION FORM FOR MFA THEN IF IT IS WITHIN THE SCALE IT IS APPROVED ON SPOT. IF ADDITIONAL AID IS NEEDED IT WOULD THEN GO TO THE MEMBERSHIP DIRECTOR TO APPROVE AS WELL AS THE EXECUTIVE DIRECTOR AND/OR COO. ANNUALLY, WE REVIEW AND CONTACT THE MEMBER TO SEE IF ANYTHING HAS CHANGED TO INCREASE OR DECREASE THE NEED FOR AID. X X X 0 0 0 0 0 0 0 0 0 RICKI WIMMER CEO 215725 0 5000 0 0 900 26570 0 0 0 247295 900 0 0 RONDA JENKINS-THOMPSON CFO 144268 0 0 0 0 0 25346 0 4166 0 173780 0 0 0 X 1 740000 APPRAISED VALUE 0 0 0 FORM 990, PART III, LINE 4 THE YMCA OF GREATER TULSA IS A POWERFUL ASSOCIATION OF MEN, WOMEN AND CHILDREN JOINED TOGETHER BY A SHARED COMMITMENT TO NURTURING THE POTENTIAL OF KIDS, PROMOTING HEALTHY LIVING AND FOSTERING A SENSE OF SOCIAL RESPONSIBILITY. WE BELIEVE THAT LASTING PERSONAL AND SOCIAL CHANGE CAN ONLY COME ABOUT WHEN WE ALL WORK TOGETHER TO INVEST IN OUR KIDS, OUR HEALTH AND OUR NEIGHBORS. THAT'S WHY, AT THE Y, STRENGTHENING COMMUNITY IS OUR CAUSE. EVERY DAY, WE WORK SIDE-BY-SIDE WITH OUR NEIGHBORS IN OUR COMMUNITY TO MAKE SURE THAT EVERYONE, REGARDLESS OF AGE, INCOME OR BACKGROUND, CAN LEARN, GROW AND THRIVE. THE YMCA OF GREATER TULSA (ESTABLISHED IN 1909 IS COMMITTED IN OUR EFFORT TO KEEP KIDS IN SCHOOL, IMPROVE THE HEALTH OF OUR COMMUNITY'S CITIZENS AND OFFER OPPORTUNITIES FOR KIDS AND ADULTS TO HELP AND SERVE OTHERS THROUGH Y PROGRAMS. IN 2023, WE ARE ON YEAR 2 OF OUR 22-2025 STRATEGIC PLAN. WHAT FOLLOWS IS OUR BOLD VISION IN THREE CRITICAL AREAS THAT ARE ALIGNED WITH THE Y-USA AREAS OF FOCUS: YOUTH DEVELOPMENT HEALTHY LIVING SOCIAL RESPONSIBILITY IN THIS 990, WE ARE PLEASED TO SHARE OUR STRATEGIC PLAN AND HIGHLIGHT ACCOMPLISHMENTS MADE OVER THE LAST YEAR. OUR PRIORITIES OVER THE NEXT THREE YEARS: STRATEGIC PRIORITY 1 EXPAND OF REACH COMMITMENT 1: EVERYONE FEELS WELCOME AT THE Y. COMMITMENT 2: OUR MEMBERSHIP REFLECTS THE DIVERSE COMMUNITIES WE SERVE. COMMITMENT 3: YMCA YOUTH ARE EMPOWERED, SUPPORTED AND SUCCESSFUL. STRATEGIC PRIORITY 2 CONNECT FOR IMPACT COMMITMENT 1: OUR VOICE IS HEARD. COMMITMENT 2: WE AMPLIFY PARTNER VOICES AND THE VOICES HEARD LESS. COMMITMENT 3: OUR COMMUNICATION IS INTENTIONAL AND STRATEGIC. STRATEGIC PRIORITY 3 BUILD ON OUR STRENGHTS COMMITMENT 1: OUR STAFF AND VOLUNTEERS ARE OUR STRENGTH; THEY LEAD WITH COURAGE, KINDNESS, AND PURPOSE. COMMITMENT 2: WE UTILIZE OUR Y'S TO MEET THE NEEDS OF OUR COMMUNITY AND LEVERAGE INDIVIDUAL STRENGTHS. COMMITMENT 3: WE COLLABORATE AND INNOVATE TO SOLVE COMMUNITY ISSUES. OUR IMPACT OVER THE NEXT THREE YEARS: STRATEGIC PRIORITY 1 1.1 PARTICIPANT PROFILES OF UNDERSERVED POPULATIONS INCREASED BY 50%. 1.2 11,722 OF PRE-PANDEMIC MEMBERSHIP UNITS HAVE RETURNED. 1.3 14MM DOLLARS HAVE BEEN REINVESTED BACK INTO THE COMMUNITY THROUGH MEMBERSHIP AND PROGRAMS. 1.4 85% OF KIDS HAVE A CARING ADULT AT THE Y. 1.5 85% OF KIDS LEARNED A NEW SKILL THROUGH THE Y. STRATEGIC PRIORITY 2 2.1 10 MILLION IMPRESSIONS WILL HAVE SEEN, HEARD, AND FELT THE Y. 2.2 975,000 REACHED THROUGH OUR EQUITABLE HEALTH AND EDUCATION SOCIAL MEDIA CAMPAIGN. 2.3 EVERY Y BRANCH HAS A COMMUNITY IMPACT PLATFORM LIFTING Y AND PARTNER VOICES. STRATEGIC PRIORITY 3: 3.1 YMCA OF GREATER TULSA IS A "BEST PLACE TO WORK AND STAFF WITH A NET PROMOTER SCORE INCREASED BY 12 POINTS. 3.2 OUR SCHOLARSHIP AND STRATEGY DONOR BASE HAS EXPANDED BY 10%. 3.3 WE RESERVED .02 CENTS OF EVERY EARNED DOLLAR TO SAVE FOR A RAINY DAY. 3.4 OUR VOLUNTEER BASE INCREASED BY 3% EACH YEAR BETWEEN 2022-2025. STRATEGIC PLAN GOAL UPDATE (ACHIEVED) : 1.2 11,722 OF PRE-PANDEMIC MEMBERSHIP UNITS HAVE RETURNED. 1.3 $14MM DOLLARS HAVE BEEN REINVESTED BACK INTO THE COMMUNITY THROUGH MEMBERSHIP AND PROGRAMS. 1.4 85% OF Y KIDS HAVE A CARING ADULT AT THE Y. 2.1 10 MILLION IMPRESSIONS WILL HAVE SEEN, HEARD, AND FELT THE Y BRAND. 3.1 YMCA OF GREATER TULSA IS THE "BEST PLACE TO WORK AND STAFF WITH NET PROMOTOR SCORE INCREASED BY 12 POINTS. 3.2 OUR SCHOLARSHIP AND STRATEGY DONOR BASE HAS EXPANDED BY 10%. 3.3 WE RESERVED .02 CENTS OF EVERY EARNED DOLLAR TO SAVE FOR A RAINY DAY. SUCCESS STORY: FOSTER MOMENT: RECENTLY AT THE YMCA WE HAD THE OPPORTUNITY TO SURPRISE A 9-YEAR-OLD FOSTER GIRL THAT HAD BEEN STRUGGLING THOUGH LIFE AND SCHOOL WITH A MEMBERSHIP TO THE Y. YOU SEE SHE WAS PROMISED THAT IF SHE WOULD INCREASE HER ACADEMIC ACHIEVEMENT AND STAY OUT OF TROUBLE, SHE COULD HAVE THIS AS RECOGNITION. WE WERE ABLE TO MEET THE FOSTER MOM WHO IS ONE SHORT MONTH AWAY FROM ADOPTING HER AND PROVIDED A WELCOME KIT WITH A Y BAG, T SHIRTS, FRISBEE, A FEW TOYS AND MUCH MORE. WHEN THE MOM RECEIVED THIS PACKAGE ALONG WITH THE NEWS OF THE MEMBERSHIP, SHE COMPLETELY LOST IT. SHE WAS SO GRATEFUL AND QUITE HONESTLY IN AWE OF WHAT HAD HAPPENED. AT THE Y WE LOVE TO MEET INDIVIDUALS AND FAMILIES WHERE THEY ARE AND HELP PROVIDE ACCESS TO SUPPORTIVE PROGRAMS AND ROLE MODELS TO HELP SHAPE THEIR LIFE FOR THE BETTER. FORM 990, PART VI, SECTION A, LINE 1A WE HAVE AN EXECUTIVE COMMITTEE THAT ACTS ON THE BOARDS BEHALF WHEN THE BOARD DOES NOT MEET. THESE MEMBERS ARE ALSO MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S MEMBERS ANNUALLY ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS HAVE THE RIGHT TO ELECT MEMBERS TO THE BOARD, BUT DO NOT RECEIVE DISTRIBUTIONS, INCOME OR ASSETS FROM THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE CFO PROVIDES OUR INDEPENDENT ACCOUNTANTS INFORMATION REGARDING THE 990 TAX RETURN. AFTER THE ACCOUNTANTS HAVE PREPARED THE RETURN, A COPY IS PROVIDED BACK TO THE CFO FOR REVIEW. THE CFO REVIEWS THE RETURN IN DETAIL AND COMMUNICATES BACK TO THE ACCOUNTANTS ANY QUESTIONS OR CHANGES. AFTER THE FINAL DRAFT COPY HAS BEEN PREPARED AND REVIEWED, THE CFO THEN REVIEWS THE RETURN WITH THE CEO OF THE ASSOCIATION. AFTER APPROVAL FROM THE CEO, THE DRAFT COPY OF THE 990 RETURN IS THEN REVIEWED BY THE ASSOCIATION'S FINANCE COMMITTEE. AFTER THE FINANCE COMMITTEE REVIEWS THE RETURN, THEN THEY MAKE A RECOMMENDATION FOR APPROVAL TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS THEN REVIEWS THE RETURN AND APPROVES FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. ADDITIONALLY, BOARD MEMBERS MAY RECUSE THEMSELVES OR APPOINT ANOTHER BOARD MEMBER FOR RECUSAL IF A CONFLICT OF INTEREST ARISES DURING A BOARD MEETING. ONGOING BOARD EDUCATION OCCURS THROUGHOUT THE YEAR TO REMIND MEMBERS OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 ALL OF THE ORGANIZATION'S COMPENSATION PACKAGES ARE DETERMINED THROUGH THE USE OF THE HAY SALARY ADMINISTRATION SYSTEM, A POINT AND BASE PAY SYSTEM. THIS PROCESS COMES FROM YUSA TO YMCA'S AS A MEANS OF DETERMINING COMPENSATION. THE ORGANIZATION ALSO USES COMPARABILITY DATA FROM OTHER LIKE SIZE YMCA'S WHEN IT COMES TO ANY COMPENSATION/BENEFIT THAT IS NOT SALARY BASED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. THE ORGANIZATION IS IN THE PROCESS OF MAKING THE CONFLICT INTEREST POLICY AVAILABLE THROUGH ITS WEBSITE. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND INCLUDED WITH ITS ANNUAL REPORT ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: TRANSFER OF ASSETS FROM LIQUIDATED EXEMPT ORGANIZATION 4,934,929. TO RECORD THE LIQUIDATION OF THE INVESTMENT IN TULSA HEALTHY FAMILIES ASSOC -10,037,467. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S FINANCE COMMITTEE MEETS MONTHLY AND IS RESPONSIBLE FOR REVIEWING AND APPROVING MONTHLY FINANCIAL STATEMENTS AND REPORTS. IT IS RESPONSIBLE FOR REVIEW AND APPROVAL OF THE ORGANIZATION'S AUDIT REPORT. EVERY 3 TO 5 YEARS, THE FINANCE COMMITTEE CONSIDERS REQUESTING AUDIT PROPOSALS IN MAKING AN INDEPENDENT AUDITOR SELECTION. THIS PROCESS IS CONSISTENT WITH PRIOR YEARS. FORM 990, PART VI, LINE 19 THE FORM 990 TAX RETURN IS AVAILABLE THROUGH GUIDESTAR AND IT IS AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE UPON REQUEST. THE ANNUAL REPORT IS ACCESSIBLE ON OUR WEBSITE. WE ARE IN THE PROCESS OF MAKING THE FORM 990 AND THE CONFLICT OF INTEREST POLICY AVAILABLE ON OUR WEBSITE. TULSA HEALTHY FAMILIES ASSOCIATION 5400 S OLYMPIA AVE TULSA OK 74107 812317193 SUPPORTING ORGANIZATION OF THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF TULSA OK 501(C)(3) 509(A)(3) TYPE III-F 0 TULSA BACKYARD INITIATIVE FUND 5400 S OLYMPIA AVE TULSA OK 74107 845149532 SUPPORTING ORGANIZATION OF THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF TULSA OK 501(C)(3) 509(A)(3) TYPE III-F 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1