2025-05-14T08:17:11-05:00 2024-06-30 271155496 ROBERT LEE & ASSOCIATES LLP 999 W TAYLOR STREET STE A SAN JOSE CA 95126 990 2023-07-01 941156318 YOUNG MEN'S CHRISTIAN ASSOCIATION OF SILICON VALLEY YOUN 4083516400 550 SOUTH WINCHESTER BLVD SUITE 25 SAN JOSE CA 95128 DOUGLAS D REED CFO 4083516400 2025-05-13 1 1 NICK PETERSEN P01274743 4088556770 2023 2025-03-06 01:10:19Z DOUGLAS D REED 550 SOUTH WINCHESTER BLVD SUITE 250 SAN JOSE CA 95128 95889333 0 X WWW.YMCASV.ORG X 1867 CA NONPROFIT ORGANIZATION FOCUSING ON YOUTH DEVELOPMENT, HEALTHY LIVING, AND SOCIAL RESPONSIBILITY. 30 29 2257 5728 0 0 21466281 29308359 36623159 43698488 1056960 6583092 591696 1007898 59738096 80597837 0 0 0 0 38708286 49579274 0 0 1853038 25773948 24532027 64482234 74111301 -4744138 6486536 95149510 92881741 25900011 15994040 69249499 76887701 X TO STRENGTHEN OUR COMMUNITY BY IMPROVING THE QUALITY OF LIFE AND INSPIRING INDIVIDUALS AND FAMILIES TO DEVELOP THEIR FULLEST POTENTIAL IN SPIRIT, MIND AND BODY. 0 0 23832448 27286383 HEALTHY LIVING - OUR Y OFFERS A WIDE RANGE OF PROGRAMS AND SERVICES TO ENCOURAGE HEALTHY LIFESTYLES, BRING FAMILIES TOGETHER AND FOSTER CONNECTIONS. OUR PROGRAMS, (FOCUSED ON EXERCISE, NUTRITION, HEALTH EDUCATION, STRESS MANAGEMENT, AQUATICS, SPORTS, SOCIAL ACTIVITIES, AND DISEASE PREVENTION AND MANAGEMENT) ARE ACCESSIBLE AND AFFORDABLE TO PEOPLE OF ALL AGES, ABILITIES, BACKGROUNDS AND INCOME LEVELS. IN A WELCOMING AND INCLUSIVE ENVIRONMENT, MORE THAN 172,046 MEMBERS AND PARTICIPANTS RECEIVE SUPPORT, GUIDANCE AND RESOURCES TO ACHIEVE THEIR HEALTHY LIVING GOALS. FINANCIAL ASSISTANCE IS PROVIDED TO THOSE WHO CANNOT AFFORD OUR SERVICES. 38590632 22459736 YOUTH DEVELOPMENT / SOCIAL RESPONSIBILITY - OUR Y IS COMMITTED TO NURTURING THE POTENTIAL OF EVERY CHILD AND TEEN. WE CULTIVATE THE VALUES, SKILLS AND RELATIONSHIPS THAT LEAD TO POSITIVE BEHAVIORS, EDUCATIONAL ACHIEVEMENT AND BETTER HEALTH. OUR PROGRAMS (INCLUDING CHILD CARE, AFTER SCHOOL, CAMPING, YOUTH SPORTS, LEADERSHIP DEVELOPMENT, SUMMER AND EARLY LEARNING, PARENT-CHILD AND FAMILY) OFFER EXPERIENCES THAT ENRICH COGNITIVE, SOCIAL, PHYSICAL AND EMOTIONAL GROWTH AND STRENGTHEN FAMILY CONNECTIONS. IN Y FACILITIES AND THROUGHOUT THE COMMUNITY, WE SERVE 94,546 CHILDREN AND TEENS. SUBSIDIES AND FINANCIAL ASSISTANCE MAKE PARTICIPATION POSSIBLE FOR THOSE IN NEED. OUR Y IS COMMITTED TO STRENGTHENING OUR COMMUNITY AND RESPONDING TO CRITICAL SOCIAL NEEDS. PROJECT CORNERSTONE IS OUR COMMUNITY INITIATIVE TO PARTNER WITH SCHOOLS, ENGAGE PARENT VOLUNTEERS, AND PROVIDE ON-CAMPUS PROGRAMMING TO 59,449 STUDENTS TO BUILD SELF-ESTEEM, PREVENT BULLYING AND RISKY BEHAVIORS, AND CREATE A POSITIVE SCHOOL CLIMATE. WE FIGHT HUNGER BY PROVIDING 624,594 HEALTHY MEALS AND SNACKS TO THOSE IN NEED. WE ENGAGE 5,869 DONORS AND 5,728 VOLUNTEERS WHO DEVOTE TIME AND RESOURCES TO HELP OTHERS. WE CREATE HEALTHY, BALANCED FAMILIES AND COMMUNITIES. 62423080 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 66 0 2257 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 30 29 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X DOUGLAS D REED 4083516455 550 SOUTH WINCHESTER BLVD STE 250 SAN JOSE CA 95128 MIKE COUCH BOARD MEMBER 1.00 X 0 0 0 SONAL SINHA BOARD MEMBER 1.00 X 0 0 0 SETEVE WAGSTAFFE BOARD MEMBER 1.00 X 0 0 0 SCOTT SEAMAN BOARD MEMBER 1.00 X 0 0 0 SCOTT NEELY BOARD MEMBER 1.00 X 0 0 0 RAHUL MATHUR BOARD MEMBER 1.00 X 0 0 0 NICOLE WRIGHT BOARD MEMBER 1.00 X 0 0 0 MICHELLE LALLJIE BOARD MEMBER 1.00 X 0 0 0 MEI CHUI BOARD MEMBER 1.00 X 0 0 0 MARK JOHNSEN BOARD MEMBER 2.00 X 0 0 0 LEAH COWAN BOARD MEMBER 1.00 X 0 0 0 KEESHIA MOULTRIE BOARD MEMBER 1.00 X 0 0 0 JILL BOURNE BOARD MEMBER 1.00 X 0 0 0 JANICE FRY BOARD MEMBER 2.00 X 0 0 0 GAURAV VIJAYVARGIYA BOARD MEMBER 2.00 X 0 0 0 GAY KRAUSE BOARD MEMBER 1.00 X 0 0 0 ERVIE SMITH BOARD MEMBER 1.00 X 0 0 0 ELIZABETH VILARDO BOARD MEMBER 1.00 X 0 0 0 DON LEE BOARD MEMBER 1.00 X 0 0 0 DAVID LOW BOARD MEMBER 1.00 X 0 0 0 CARMEN ROMAN BOARD MEMBER 1.00 X 0 0 0 ADAM STEIN BOARD MEMBER 1.00 X 0 0 0 KATIE MARTIN SECRETARY 1.00 X 0 0 0 MARK VERBECK TREASURER 2.00 X 0 0 0 JOHN SAVAGE VICE CHAIR 1.00 X 0 0 0 JILL KISPERT CHAIR 3.00 X 0 0 0 TOM SQUERI BOARD MEMBER 1.00 X 0 0 0 VINCE ROCHA BOARD MEMBER 1.00 X 0 0 0 JAMES HORI PRESIDENT/CEO 40.00 X X 508660 0 891 KARLA JESSUP CHIEF TALENT OFFICER 40.00 X 301974 0 37819 DELAYZIO AMERSON SR EXECUTIVE DIRECTOR 40.00 X 187120 0 26746 JILL GARY SR EXECUTIVE DIRECTOR 40.00 X 186123 0 26746 DANIEL KOBA SR EXECUTIVE DIRECTOR 40.00 X 186727 0 26746 RENEE ZIMMERMAN SR EXECUTIVE DIRECTOR 40.00 X 196293 0 27700 RICK VALDEZ DISTRICT EXECUTIVE DIRECTOR 40.00 X 221438 0 30128 MARY HOSHIKO HAUGHEY 325 RETIRED CHIEF OPERATING OFFICER 40.00 X 302919 0 38573 PATTY RALLY 723 JOINED CHIEF DEVEOLOPMENT OFFICER 40.00 X 144894 0 0 RUSSELLTHOMAS EXECUTIVE DIRECTOR 40.00 X 151461 0 23278 JUSTIN BRYANT IT DIRECTOR 40.00 X 152969 0 24187 LORI MARTIN DIRECTOR OF BUSINESS APPLICATI 40.00 X 191118 0 27093 SHERYL JONES 524 TERM CHIEF FINANCIAL OFFICER 40.00 X 284929 0 6140 LESLIE SMITH 324 TERM VICE PRESIDENT 40.00 X 211070 0 18288 ERIN OTOOLE 1024 TERM VICE PRESIDENT 40.00 X 164189 0 12688 3391884 0 327023 15 1 1 0 REVOLUTION FOODS INC 985 3RD ST OAKLAND CA 94607 MEALS 730122 SWA SERVICES GROUP 68 HAROLD AVE SANTA CLARA CA 95050 JANITORIAL SERVICES 720024 ADP INC 820 N MCCARTHY BLVD MILPITAS CA 95035 PAYROLL SERVICES 496484 WORKHORSE MARKETING 2400 E CESAR CHAVEZ ST STE 316B AUSTIN TX 78702 MARKETING 308343 JC'S JANITORIAL SERVICES INC 1322 SAINT FRANCIS WAY SAN CARLOS CA 94070 JANITORIAL SERVICES 299530 5 78610 21627252 7602497 166853 29308359 PROGRAM, CHILD CARE AND CAMP FEES 611710 23591710 23591710 MEMBERSHIP DUES 900099 20106778 20106778 43698488 1341579 1341579 6290285 14032235 6008849 9072158 281436 4960077 5241513 4960077 281436 61833 78610 141489 -79656 -79656 80288 69000 11288 11288 MISCELLANEOUS REVENUE 900099 1076266 1076266 1076266 80597837 49746119 0 1543359 2751442 570140 1876106 305196 39190611 35075310 3258432 856869 1923827 1550989 319397 53441 2055794 1671776 284544 99474 3657600 3241368 339117 77115 306550 306107 443 137140 137140 40501 40501 1742154 936961 725593 79600 728948 74318 561827 92803 4406351 4286786 2612 116953 443449 339047 92925 11477 9671667 9009361 661401 905 480018 452517 26008 1493 169119 97889 63259 7971 121095 121095 647363 1458 635701 10204 3166701 3151209 15492 789079 693681 79494 15904 BANK CHARGES 754455 679398 41258 33799 EQUIPMENT RENTAL/PURCHA 557523 426477 129226 1820 BAD DEBT 203393 115723 7666 80004 ALL OTHER EXPENSES 166521 48672 110282 7567 74111301 62423080 9835183 1853038 500963 511315 12210063 7986967 577482 3301964 9135837 6401551 41862 41862 283261 196543 113003471 71600916 43483426 41402555 10353298 17475085 6950702 12091222 11612616 3472677 95149510 92881741 9321630 8510651 3176498 3537133 13401883 3946256 25900011 15994040 X 55739290 59314215 13510209 17573486 69249499 76887701 95149510 92881741 6486536 1151666 0 X X 0 1 X 1 1 1 X 18032840 12958537 27938512 21466284 29308359 109704532 18032840 12958537 27938512 21466284 29308359 109704532 109704532 325946 284157 439028 647181 1341579 3037891 477901 597391 618952 570236 1076266 3340746 116083169 88071895 0.94510 0.94670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 15000 15000 0 PART II-B, LINE 1: THE ASSOCIATION, ALONG WITH OTHER YMCAS IN CA IS PART OF THE CALIFORNIA ALLIANCE. THE ALLIANCE PAYS A LOBBYIST IN SACRAMENTO WHO TRACKS ISSUES IMPORTANT TO THE YMCAS OF CALIFORNIA AND EDUCATES LEGISLATORS ABOUT THE VARIETY OF SERVICES THAT THE ASSOCIATION PROVIDES TO COMMUNITIES ACROSS THE STATE. 11114728 1401715 1617436 436115 13697764 10050872 650903 815243 402290 11114728 11076231 8436 -651480 382315 10050872 8475980 91824 2878961 370534 11076231 9269007 42959 -457665 378321 8475980 0.25000 0.51000 0.24000 0 0 2479447 2479447 91756805 56558944 35197861 17325342 1441877 15041972 3725247 41402555 GOVERNMENT BONDS 12091222 F 12091222 X 81958774 1151666 39283 210489 1401438 80557336 40501 40501 80597837 74320572 39283 210489 249772 74070800 40501 40501 74111301 PART V, LINE 4: THE UTILIZATION OF ENDOWMENT FUNDS CONFORMS TO THE INTENT OF THE DONORS AS SET UPON RECEIPT OF THE FUNDS. THE VARIOUS ACTIVITIES SUPPORTED BY ENDOWMENT FUNDS RANGE FROM SPECIFIC ACTIVITIES FOR YOUTH AND CHILDREN TO OVERALL FUNDING OF A VENUE'S FINANCIAL ASSISTANCE PROCESS. PART X, LINE 2: THE ASSOCIATION EVALUATES ITS UNCERTAIN TAX POSITIONS AND WILL RECOGNIZE A LOSS CONTINGENCY WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLE ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. AS OF JUNE 30, 2024 MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATED TO SPECIAL EVENTS 141,489. EXPENSES RELATED TO COSTS OF GOODS SOLD 69,000. EXPENSES RELATED TO RENTAL REVENUES PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATED TO SPECIAL EVENTS 141,489. EXPENSES RELATED TO COSTS OF GOOD SOLD 69,000. EXPENSES RELATED TO RENTAL REVENUES GOLF TOURNAMENT 89443 27610 61833 18020 21310 29266 ASSET CHAMPIONS BREAKFAST 51000 51000 8174 35891 28828 140443 78610 61833 26194 57201 58094 141489 -79656 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 JAMES HORI PRESIDENT/CEO 443456 0 61200 0 4004 0 0 0 891 0 509551 0 0 0 MARY HOSHIKO HAUGHEY 325 RETIRED CHIEF OPERATING OFFICER 299508 0 0 0 3411 0 30444 0 8129 0 341492 0 0 0 KARLA JESSUP CHIEF TALENT OFFICER 300793 0 0 0 1181 0 30150 0 7669 0 339793 0 0 0 SHERYL JONES 524 TERM CHIEF FINANCIAL OFFICER 282125 0 0 0 2804 0 0 0 6140 0 291069 0 0 0 RICK VALDEZ DISTRICT EXECUTIVE DIRECTOR 219014 0 0 0 2424 0 22116 0 8012 0 251566 0 0 0 LESLIE SMITH 324 TERM VICE PRESIDENT 210269 0 0 0 801 0 10749 0 7539 0 229358 0 0 0 RENEE ZIMMERMAN SR EXECUTIVE DIRECTOR 194181 0 0 0 2112 0 19725 0 7975 0 223993 0 0 0 LORI MARTIN DIRECTOR OF BUSINESS APPLICATI 189083 0 0 0 2035 0 19128 0 7965 0 218211 0 0 0 DELAYZIO AMERSON SR EXECUTIVE DIRECTOR 186426 0 0 0 694 0 18786 0 7960 0 213866 0 0 0 DANIEL KOBA SR EXECUTIVE DIRECTOR 186425 0 0 0 302 0 18786 0 7960 0 213473 0 0 0 JILL GARY SR EXECUTIVE DIRECTOR 185429 0 0 0 694 0 18786 0 7960 0 212869 0 0 0 JUSTIN BRYANT IT DIRECTOR 152716 0 0 0 253 0 16265 0 7922 0 177156 0 0 0 ERIN OTOOLE 1024 TERM VICE PRESIDENT 163558 0 0 0 631 0 4749 0 7939 0 176877 0 0 0 RUSSELLTHOMAS EXECUTIVE DIRECTOR 151273 0 0 0 188 0 15370 0 7908 0 174739 0 0 0 PART I, LINE 1A HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: UPON REQUEST, ACTIVE AND RETIRED EMPLOYEES RECEIVE A FREE ADULT MEMBERSHIP TO THE ASSOCIATION. FULL TIME EMPLOYEES QUALIFY FOR A FAMILY MEMBERSHIP. THE ASSOCIATION INCURS NO ADDITIONAL COST IN GRANTING THESE MEMBERSHIPS. X 23 166853 AVG HI/LOW GIFT DATE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE ASSOCIATION HAS A "FORM 990 BOARD REVIEW POLICY" THAT DESCRIBES THE INVOLVEMENT OF THE STAFF AND THE AUDIT COMMITTEE OF THE BOARD. THE AUDIT COMMITTEE, SUBSEQUENT TO ITS REVIEW AND APPROVAL, DISSEMINATES A DRAFT TO THE BOARD FOR FURTHER COMMENTS, PRIOR TO FORMAL FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL PARTIES THAT COULD HAVE EXPOSURE TO CONFLICT OF INTEREST ARE REQUESTED TO FILL OUT A COMPLIANCE FORM, CONSISTENT WITH PRIOR YEAR. FORM 990, PART VI, SECTION B, LINE 15 CHIEF HR OFFICER COMPILES APPROPRIATE DATA AND MEETS WITH THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 18 THE ASSOCIATION MAKES FORMS 1023 AND 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ASSOCIATION'S PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PREVIOUS YEARS. THE ASSOCIATION'S BOARD OF DIRECTORS REVIEW THE AUDITED FINANCIAL STATEMENTS IN DRAFT FORM TO ENSURE THAT THE FINANCIAL STATEMENTS APPEAR REASONABLE BASED UPON THEIR KNOWLEDGE OF THE CURRENT YEAR ACTIVITIES. THE SELECTION OF THE INDEPENDENT ACCOUNTANTS IS PERFORMED ANNUALLY. THE ASSOCIATION'S BOARD OF DIRECTORS EXERCISE THEIR DUE DILIGENCE THROUGH A PROPOSAL PROCESS, PERFORMED EVERY FEW YEARS, TO ENSURE THAT THE SERVICES AND COST IS APPROPRIATE.