2025-04-03T17:59:23+00:00 2024-06-30 990 2023-07-01 951643379 Channel Islands Young Men's Christian Association CHAN 8055691103 1180 EUGENIA PL STE 104 CARPINTERIA CA 93013 Cindy Halstead Chief Financial Officer 8055691103 2025-04-03 2023 2025-03-06 01:10:19Z Channel Islands YMCA Margo Byrne President & CEO 1180 EUGENIA PL STE 104 CARPINTERIA CA 93013 33569608 false X www.ciymca.org X 1887 CA THE CHANNEL ISLANDS YMCA PROVIDES PROGRAMS AND ACTIVITIES TO PEOPLE OF ALL AGES, RACES, RELIGIOUS BELIEFS AND ECONOMIC STATUS. OUR GOAL IS TO PROMOTE AND SUPPORT YOUTH DEVELOPMENT, HEALTHY LIVING AND SOCIAL RESPONSIBILITY . THE Y IS A DIVERSE ORGANIZATION OF PEOPLE JOINED TOGETHER BY A SHARED COMMITMENT OF 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. AT THE Y, STRENGTHENING COMMUNITY IS OUR CAUSE. EVERY DAY WE WORK SIDE-BY-SIDE WITH OUR NEIGHBORS TO MAKE SURE THAT EVERYONE, REGARDLESS OF AGE, INCOME OR BACKGROUND, HAS THE OPPORTUNITY TO LEARN, GROW AND THRIVE. 23 21 866 517 0 0 5468341 12308328 12981109 16095910 458782 862372 362143 277180 19270375 29543790 0 0 11402799 14054787 6939 6068 810977 7378855 9693350 18788593 23754205 481782 5789585 40267919 47952873 4790835 5499995 35477084 42452878 THE CHANNEL ISLANDS YMCA IS A CHARITABLE ORGANIZATION PROVIDING PROGRAMS BASED UPON CHRISTIAN PRINCIPLES TO PEOPLE OF ALL AGES, RACES, RELIGIOUS BELIEFS AND ECONOMIC STATUS, TO PROMOTE YOUTH DEVELOPMENT, HEALTHY LIVING AND SOCIAL RESPONSIBILITY. WE HELP PEOPLE DEVELOP THE SKILLS AND RELATIONSHIPS THEY NEED TO BE HEALTHY, CONFIDENT AND CONNECTED TO OTHERS. KIDS DISCOVER WHO THEY ARE AND WHAT THEY CAN ACHIEVE. ADULTS LEARN MORE, DO MORE AND LEAD HEALTHIER LIVES. false false 10412504 0 5887226 YOUTH DEVELOPMENT: NURTURING THE POTENTIAL OF EVERY CHILD AND TEEN. WE BELIEVE THAT ALL KIDS DESERVE THE OPPORTUNITY TO DISCOVER WHO THEY ARE AND WHAT THEY CAN ACHIEVE. THE Y IS GUIDED BY FOUR CORE VALUES: CARING, HONESTY, RESPECT AND RESPONSIBILITY. THROUGH THE Y, OUR YOUTH ARE CULTIVATING THE VALUES, SKILLS AND RELATIONSHIPS THAT LEAD TO POSITIVE BEHAVIORS, BETTER HEALTH AND EDUCATIONAL ACHIEVEMENT. CHILD CARE - SUPPORTING EMPLOYEES AND THEIR FAMILIES, KNOWING THEIR CHILDREN ARE THRIVING IN A HEALTHY, SAFE AND SUPPORTIVE ENVIRONMENT. SUMMER AND SLEEP AWAY CAMPS - AN EXCITING, SAFE COMMUNITY FOR YOUNG PEOPLE TO EXPLORE, BUILD SELF-ESTEEM, DEVELOP INTERPERSONAL SKILLS AND MAKE LASTING FRIENDSHIPS AND MEMORIES. Y CAMPING EXPERIENCES HAVE BEEN ENRICHING THE LIVES OF CHILDREN FOR MORE THAN 100 YEARS. CAMPS ARE EFFECTIVE IN HELPING CHILDREN DEVELOP A SET OF VALUES THAT WILL SERVE THEM FOR A LIFETIME. Y SLEEP AWAY CAMPS USE ACTIVITIES LIKE HIKING, SWIMMING AND CRAFT ACTIVITIES TO HELP CHILDREN DEVELOP AN APPRECIATION OF NATURE, POSITIVE VALUES AND GOOD GROUP SKILLS WHILE HAVING FUN. Y CAMPS PROVIDE EXPOSURE TO NEW EXPERIENCES THAT HELP THE CAMPER GROW IN SPIRIT, MIND AND BODY. OUR GOAL IS TO HAVE EACH CAMPER RETURN FROM CAMP WITH A HIGHER SENSE OF SELF-ESTEEM, NEW FRIENDS, A GREATER APPRECIATION OF THE OUTDOORS, A RESPECT FOR DIVERSITY, A SENSE OF COMMUNITY AND RESPONSIBILITY AND A LEARNING OF HOW TO WORK WITH OTHERS. DURING THE YEAR OVER 3,000 KIDS ENRICHED THEIR SUMMER AT THE Y. EDUCATION & LEADERSHIP- KNOWLEDGE, CHARACTER DEVELOPMENT, GUIDANCE AND ENCOURAGEMENT TO HELP YOUTH DEVELOP AND REALIZE THEIR POTENTIAL. FOR OVER 137 YEARS, THE CHANNEL ISLANDS YMCA HAS PROVIDED PROGRAMS THAT REACH OUT TO THE COMMUNITY. SOME OF THESE PROGRAMS INCLUDE YOUTH ADVENTURE LEADERSHIP PROGRAM, DANCES, YMCA YOUTH AND GOVERNMENT AND OTHER LEADERSHIP PROGRAMS. SWIM, SPORTS & PLAY - POSITIVE, FUN ACTIVITIES THAT BUILD ATHLETIC, SOCIAL AND INTERPERSONAL SKILLS. SWIMMING IS AN ESSENTIAL SKILL IN OUR COASTAL COMMUNITIES. FOR GENERATIONS, PARTICIPANTS OF ALL AGES HAVE LEARNED WATER SAFETY SKILLS WHILE DISCOVERING FUN, WELLNESS, AND SELF-CONFIDENCE IN A Y POOL. OUR SWIM STAFF ARE EXPERTLY TRAINED TO HELP SWIMMERS, FROM THE MOST TIMID TO THE MOST ADVANCED, PROGRESS EVEN FURTHER IN THEIR ABILITIES AND CONFIDENCE LEVELS. DURING THE YEAR 700 KIDS RECEIVED FREE SWIM LESSONS AND MORE THAN 4,500 KIDS LEARNED TO BE SAFE AROUND WATER. 8026328 0 10208684 HEALTHY LIVING: IMPROVING HEALTH AND WELL-BEING IN SAN LUIS OBISPO, SANTA BARBARA, AND VENTURA COUNTIES. THE CHANNEL ISLANDS YMCA IS A LEADING VOICE ON HEALTH AND WELL-BEING. WITH A MISSION CENTERED ON BALANCE, THE Y BRINGS FAMILIES CLOSER TOGETHER, ENCOURAGES GOOD HEALTH AND FOSTERS CONNECTIONS THROUGH FITNESS, SPORTS, FUN AND SHARED INTERESTS. AS A RESULT, THOUSANDS OF YOUTH, ADULTS AND FAMILIES ARE RECEIVING THE SUPPORT, GUIDANCE AND RESOURCES NEEDED TO ACHIEVE GREATER HEALTH AND WELL BEING IN SPIRIT, MIND AND BODY. HEALTH, WELL-BEING & FITNESS - RESOURCES AND GUIDANCE TO MAINTAIN OR IMPROVE PHYSICAL ACTIVITY, HEALTH AND WELLNESS, THE CHANNEL ISLANDS YMCA CURRENTLY INCLUDES THE CAMARILLO FAMILY YMCA, VENTURA FAMILY YMCA, MONTECITO FAMILY YMCA, SANTA BARBARA FAMILY YMCA, LOMPOC FAMILY YMCA, STUART C. GILDRED FAMILY YMCA IN SANTA YNEZ AND SAN LUIS OBISPO COUNTY FAMILY YMCA. FIVE OF THESE FACILITIES INCLUDE LAP POOLS AND ALL INCLUDE EXERCISE EQUIPMENT AND MULTI-USE SPACES TO PROVIDE WELLNESS CLASSES AVAILABLE TO PEOPLE OF ALL AGES. THE YMCA ALSO PROVIDES FREE HEALTH FAIRS/SCREENINGS, EXERCISE ACTIVITIES AND NUTRITION ADVICE FOR MEMBERS AND NONMEMBERS ALIKE. TODAY'S SENIORS ARE MORE HEALTH-CONSCIOUS THAN ANY GENERATION BEFORE. AT THE Y, WE'VE MADE THE HEALTH AND FITNESS OF OUR SENIORS A TOP PRIORITY BY DESIGNING ACTIVITIES THAT CONCENTRATE ON BALANCE, MOBILITY AND FLEXIBILITY. WE HOST VARIOUS SOCIAL EVENTS AND ACTIVITIES TO BRING PEOPLE TOGETHER FOR CAMARADERIE, FELLOWSHIP AND FUN. 1744783 0 0 SOCIAL RESPONSIBIILITY: GIVING BACK AND PROVIDING SUPPORT TO OUR NEIGHBORS. THE CHANNEL ISLANDS YMCA HAS BEEN LISTENING AND RESPONDING TO OUR COMMUNITIES' MOST CRITICAL SOCIAL NEEDS FOR OVER 137 YEARS. WHETHER DEVELOPING SKILLS OR EMOTIONAL WELL-BEING THROUGH EDUCATION AND TRAINING OR PREVENTING CHRONIC DISEASE AND BUILDING HEALTHIER COMMUNITIES, THE Y FOSTERS THE CARE AND RESPECT ALL PEOPLE NEED AND DESERVE. THROUGH THE CHANNEL ISLANDS YMCA, VOLUNTEERS, DONORS, LEADERS AND PARTNERS ARE EMPOWERING PEOPLE OF ALL AGES TO BE HEALTHY, CONFIDENT, CONNECTED AND SECURE. SOCIAL SERVICES - TRAINING, RESOURCES AND SUPPORT TO EMPOWER OUR NEIGHBORS TO MAKE CHANGE, BRIDGE GAPS AND OVERCOME OBSTACLES. YOUTH AND FAMILY SERVICES YMCA, OUR SOCIAL SERVICES BRANCH, ENCOMPASSES PROGRAMS DEDICATED TO SERVING AT-RISK YOUTH AND FAMILIES. NOAH'S ANCHORAGE YOUTH CRISIS SHELTER (NOAH'S) PROVIDES SERVICES TO RUNAWAY AND AT-RISK YOUTH, AGES TEN TO SEVENTEEN. DURING THE YEAR, 81 YOUTH STAYED AT NOAH'S ANCHORAGE. HALEY STREET NAVIGATION CENTER PROVIDES TRANSITIONAL AGE 17-24 YEAR-OLDS WITH A SAFE AND ENRICHING PLACE TO DEVELOP INTO THEIR BEST SELVES. YOUTH RECEIVE ASSISTANCE MEETING BASIC NEEDS AND ACCESSING EDUCATION, EMPLOYMENT, HOUSING AND EVERTHING ELSE NEEDED TO THRIVE AS THEY TRANSITION INTO YOUNG ADJUSTHOOD. MY HOME IS A TRANSITIONAL-AGE PROGRAM FOR YOUTH 17-24. YOUTH HAVE A SAFE PLACE TO LIVE, A RELIABLE SYSTEM OF SUPPORT, A SENSE OF PURPOSE AND THE SELF-SUFFICIENCY SKILLS NEEDED TO LIVE INDEPENDENTLY. THE ST. GEORGE FAMILY YOUTH CENTER, IN ISLA VISTA, SERVES HUNDREDS OF YOUTH, PROVIDING BILINGUAL AFTER-SCHOOL HOMEWORK ASSISTANCE AND MENTORING. THE CENTER PROVIDES A VARIETY OF AFTER-SCHOOL PROGRAMS AS WELL AS FIELDTRIPS AND OTHER ENRICHMENT OPPORTUNITIES. THE CENTER ALSO SERVES AS AN ADVOCATE FOR PARENTS OF TEENS, ASSISTING THEM DURING MEETINGS WITH SCHOOL ADMINISTRATORS AND DURING COURT APPEARANCES WITH THEIR CHILDREN. THE ST. GEORGE FAMILY YOUTH CENTER IS ABOUT HELPING KIDS TO ACHIEVE, FAMILIES TO BECOME STRONGER, AND THE COMMUNITY TO THRIVE. VOLUNTEERISM & GIVING - DURING THE YEAR, 517 PEOPLE DONATED 13,973 HOURS VALUED AT $467,947 TO HELP MOVE PEOPLE AND COMMUNITIES FORWARD, DELIVERING THE BENEFITS OF GOOD HEALTH, STRONG CONNECTIONS, GREATER SELF-CONFIDENCE AND A SENSE OF SECURITY TO ALL WHO SEEK IT. DURING THE YEAR CONTRIBUTIONS OF OVER $2,664,842 WERE RAISED FOR OUR ANNUAL CAMPAIGN WITH EVERY DOLLAR GIVEN BACK TO PROVIDE ACCESS TO SERVICES TO THOSE WHO NEED IT MOST. THE Y IS ACCESSIBLE TO ALL PEOPLE. FINANCIAL ASSISTANCE IS OFFERED TO INDIVIDUALS AND FAMILIES WHO CANNOT AFFORD A MEMBERSHIP. THE CHANNEL ISLANDS YMCA PROVIDED OVER $1,061,551 IN FINANCIAL ASSISTANCE TO CHILDREN, FAMILIES AND INDIVIDUALS FOR MEMBERSHIPS AND PROGRAMS SUCH AS: CHILDCARE, CAMP, SPORTS AND AFTER-SCHOOL PROGRAMS. ADVOCACY - COLLABORATIONS WITH POLICY MAKERS, COMMUNITY LEADERS AND PRIVATE AND PUBLIC ORGANIZATIONS TO DEVELOP YOUTH, PREVENT CHRONIC DISEASE, BUILD HEALTHIER COMMUNITIES AND ENCOURAGE SOCIAL RESPONSIBILITY. 20183615 true true false false false false false false true true false false false true true true false false false false false false false true false false false false true false false false false false false false true true false false false false false false false false true 53 0 true 866 true false false false false false true true false false false false X 23 21 false false false false false false false true true false true true true true true true true true true true false CA X X Cindy Halstead CFO 8055691103 1180 EUGENIA PL CARPINTERIA CA 93013 Daniel Watkins Board Chair 4.0 X X 0 0 0 Danielle Brinkman Treasurer 2.0 X X 0 0 0 Ken Switzer Vice Chair 2.0 X X 0 0 0 Robert Williams Secretary 2.0 X X 0 0 0 Andrew Grant Board Member 2.0 X 0 0 0 Annick Faict Board Member 2.0 X 0 0 0 Brian Gough Board Member 2.0 X 0 0 0 Damon Brink Board Member 2.0 X 0 0 0 Daxter Gulje Board Member 2.0 X 0 0 0 Erik Justesen Board Member 2.0 X 0 0 0 Gail Anikouchine Board Member 2.0 X 0 0 0 George Leis Board Member 2.0 X 0 0 0 James Armstrong Board Member 2.0 X 0 0 0 Jaylon Letendre Board Member 2.0 X 0 0 0 Jocelyn Montanaro Board Member 2.0 X 0 0 0 Kathleen Weinheimer Board Member 2.0 X 0 0 0 Lisa Neff Board Member 2.0 X 0 0 0 Lucy Thoms-Harrington Board Member 2.0 X 0 0 0 Marcus Kocmur Board Member 2.0 X 0 0 0 Neal Lassila Board Member 2.0 X 0 0 0 Rafael Gonzalez Board Member 2.0 X 0 0 0 Ron Yukelson Board Member 2.0 X 0 0 0 Roya Mokhtari Board Member 2.0 X 0 0 0 Cindy Halstead Chief Financial Officer 40.0 X 148500 0 30108 Jennifer Heinen-Stiffler Chief Operations Officer 40.0 X 194455 0 15685 Margo Byrne President & CEO 40.0 X 261590 0 32990 Monica Grant Chief Development Resource Officer 40.0 X 142700 0 28556 Amy Bailey Jurewicz Executive Director 40.0 X 156989 0 20873 Craig Prentice Executive Director 40.0 X 155979 0 24251 Daniel Noah Marketing and Communications Director 40.0 X 116156 0 17026 Michael Yamasaki Executive Director 40.0 X 145176 0 21114 Thomas Speidel Regional Executive Director 40.0 X 155042 0 20414 1476587 0 211017 12 false true false Design Arc 29 W Calle Laureles Santa Barbara CA 93105 Architectural Services EPM Construction Inc PO Box 1141 Santa Ynez CA 93460 Construction Services 0 0 0 61253 5002939 4597429 2646707 5054851 12308328 Healthy Living 813410 10208684 10208684 Youth Development 813410 5887226 5887226 Social Responsibility 813410 0 0 0 0 0 0 16095910 429122 0 0 429122 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4354520 0 3921270 0 433250 0 433250 433250 210933 61253 104140 106793 0 106793 3036 0 3036 0 0 3036 37481 408 37073 0 0 37073 MISCELLANEOUS 713940 130278 130278 0 0 0 0 130278 29543790 16095910 0 1139552 0 0 0 0 0 0 0 0 883156 713307 169849 0 0 0 0 10553147 9586508 717783 248856 401851 312138 87954 1759 1160351 947756 147662 64933 1056282 894788 123713 37781 0 0 0 0 31803 31803 29415 0 29415 0 0 0 0 0 6068 6068 10000 0 10000 0 0 0 0 0 225126 193100 0 32026 713641 622020 26073 65548 405939 245404 147220 13315 0 0 0 0 3660955 3453818 179618 27519 201351 158913 35556 6882 0 0 0 0 151360 88735 50366 12259 61643 0 61643 0 269987 248235 1555 20197 1309795 1176548 124717 8530 303965 293926 8979 1060 EQUIPMENT 790901 735640 28846 26415 PROGRAM COSTS 455080 454975 0 105 BANK AND PROCESSING FEES 368570 324084 6366 38120 OTHER CONTRACTED SERVICES 462577 262026 187552 12999 241242 185001 39485 16756 23754205 20183615 2759613 810977 3261 3161 7594081 11604128 837357 1085016 278860 558015 0 0 0 0 0 0 0 0 407435 417244 41900980 23302819 16190700 18598161 13757734 14238845 0 0 0 0 1198491 1448303 40267919 47952873 1558082 1993477 0 0 900416 1033442 0 0 0 0 0 0 1764936 1642988 0 0 567401 830088 4790835 5499995 28206733 34573257 7270351 7879621 0 0 0 0 0 0 35477084 42452878 40267919 47952873 5789585 1159232 0 26977 0 X false true X true false X 12172722 12153342 13004404 12616932 21131812 71079212 4498718 3079186 5094004 5893434 7419328 25984670 0 0 0 16671440 15232528 18098408 18510366 28551140 97063882 40545 39567 43579 69171 49601 242463 77790 237063 0 0 0 314853 118335 276630 43579 69171 49601 557316 96506566 140914 164453 409231 229628 429122 1373348 0 140914 164453 409231 229628 429122 1373348 -42967 31862 1111045 0 0 1099940 51614 10033 98060 269411 130278 559396 16821001 15438876 19716744 19009405 29110540 100096566 0.9641 0.9366 0.01 0.01 X Schedule A, Part III, Line 12 OTHER INCOME: OTHER INCOME Schedule A, Part III, Line 12 Other Income DESCRIPTION - MISCELLANEOUS, COLUMN A - 51614.0, COLUMN B - 10033.0, COLUMN C - 98060.0, COLUMN D - 269411.0, COLUMN E - 130278.0, COLUMN F - 559396.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12666654 1419374 1832165 156941 0 15761252 11532442 5000 1379907 0 250695 0 12666654 12876629 56027 -1219598 0 180616 0 11532442 8622387 1421693 2914118 0 81569 0 12876629 7317252 1261912 57769 0 14546 0 8622387 0.6 0.23 0.17 false false 5687608 5687608 29730725 18323960 11406765 3995991 2922475 1073516 2486656 2056384 430272 18598161 Right of Use Liability - Current Portion 132592 Right of Use Liabiltiy 697496 830088 X 30703430 1159232 408 1159640 29543790 0 0 29543790 23754613 408 408 23754205 0 0 23754205 Schedule D, Part V, Line 4 Intended uses of endowment funds THE YMCA HAS A POLICY OF APPROPRIATING FOR EXPENDITURE, FOR ITS MISSION DRIVEN PROGRAMS EACH YEAR, AN AMOUNT NOT TO EXCEED 5% OF THE AVERAGE PAST TWELVE QUARTERLY ASSET MARKET VALUE BALANCES AS OF DECEMBER 31. IN ESTABLISHING THIS POLICY, THE YMCA CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. ACCORDINGLY, OVER THE LONG-TERM, THE YMCA EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW AT AN AVERAGE OF 2% ANNUALLY. THIS IS CONSISTENT WITH THE YMCA'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY FOR A SPECIFIED TERM AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The YMCA is exempt from taxes on income under Internal Revenue Code section 501(c)3 and California Revenue and Taxation Code 23701(d). In addition, the YMCA is subject to income tax on net income that is derived from business activities that are unelated to their exempt purposes. The YMCA evaluates uncertain tax positions, whereby the effect of the uncertainty would be recorded if the outcome was considered probable and reasonably estimable. As of June 30, 2024, the YMCA had no uncertain tax positions requiring accrual. The YMCA files exempt organization tax returns in California and U.S. federal jurisdictions. The YMCA is no longer subject to U.S. federal and state tax examinations by tax authorities for years before 2020 and 2019, respectively. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Cost of Sales - 408 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Cost of Sales - 408 REACHING FOR THE STARS 118610 23595 95015 0 0 12910 674 0 19029 DANCING THROUGH THE DECADES 96873 32158 64715 0 0 15864 0 4000 7906 5 56703 5500 51203 0 0 34246 4771 0 4740 272186 61253 210933 0 0 63020 5445 4000 31675 104140 106793 X X X X true false false false false false false false false Margo Byrne President & CEO 261590 0 0 0 0 0 20945 0 12045 0 294580 0 0 0 Jennifer Heinen-Stiffler Chief Operations Officer 194455 0 0 0 0 0 15612 0 73 0 210140 0 0 0 Cindy Halstead Chief Financial Officer 148500 0 0 0 0 0 11947 0 18161 0 178608 0 0 0 Monica Grant Chief Development Resource Officer 142700 0 0 0 0 0 11546 0 17010 0 171256 0 0 0 Amy Bailey Jurewicz Executive Director 156169 0 820 0 0 0 12744 0 8129 0 177862 0 0 0 Craig Prentice Executive Director 155432 0 547 0 0 0 12478 0 11773 0 180230 0 0 0 Thomas Speidel Regional Executive Director 146605 0 8437 0 0 0 12473 0 7941 0 175456 0 0 0 Michael Yamasaki Executive Director 144356 0 820 0 0 0 9272 0 11842 0 166290 0 0 0 Schedule J, Part I, Line 4a Severance or change-of-control payment MICHAEL YAMASAKI RECEIVED $29,431 AS SEVERANCE PAY IN CONSIDERATION FOR THE RELEASE AND DISCHARGE OF ANY AND ALL CLAIMS AGAINST THE ORGANIZATION GEORGE LEIS BOARD MEMBER 61643 DURING THE YEAR, GEORGE LEIS WAS THE PRESIDENT OF MONTECITO BANK AND TRUST . THE BANK HOLDS MOST OF THE YMCA'S OPERATING BANK ACCOUNTS AND THE Y HAS A COMMERCIAL LOAN AND LINE OF CREDIT WITH THE BANK. false MARCUS KOCMUR BOARD MEMBER 18973 MARCUS KOCMUR IS A PARTNER OF FAUVER, LARGE, ARCHBALD, SPRAY, LLC. THE ORGANIZATION USES THIS LAW FIRM FOR VARIOUS LEGAL MATTERS. false X 7 51912 Market value X San Luis Obispo YMCA Aquistion/Merger Contribution 1 5002939 Opinions of experts 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - Number of contributions Other - San Luis Obispo YMCA Aquistion/Merger Contribution Number of Contributions Reported - Assets and Liabilities of another YMCA organization aquired Form 990, Part VI, Line 1a Delegate broad authority to a committee THE EXECUTIVE COMMITTEE CONSISTS OF THE BOARD CHAIR, VICE-CHAIR, SECRETARY, TREASURER, PAST CHAIR AND UP TO 2 MEMBERS AT LARGE, SO LONG AS EACH PERSON IS ALSO A DIRECTOR. EXCEPT AS ITS POWERS MAY BE OTHERWISE LIMITED BY THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL HAVE, AND MAY EXERCISE, THE AUTHORITY TO CONDUCT THE BUSINESS AND AFFAIRS OF THE CHANNEL ISLANDS YMCA. Form 990, Part VI, Line 11b Review of form 990 by governing body THE AUDIT COMMITTEE AND FINANCE COMMITTEE MEMBERS ARE ASSIGNED THE RESPONSIBILITY OF REVIEWING THE IRS 990. AFTER REVIEW BY THE COMMITTEE MEMBERS, ANY NECESSARY CHANGES ARE MADE AND THE IRS 990 IS SENT OUT TO THE BOARD OF DIRECTORS FOR THEIR REVIEW. THE FORM IS THEN FILED WITH THE IRS AND A COPY IS INCLUDED ON THE ORGANIZATION'S WEBSITE. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY DISTRIBUTING THE POLICY AND REQUESTING THE COMPLETION OF THE CONFLICT OF INTEREST QUESTIONNAIRE. THIS PROCESS IS PERFORMED ANNUALLY AND ADDRESSED AT A BOARD OF DIRECTORS MEETING. QUESTIONNAIRES ARE SENT TO THE BOARD OF DIRECTORS, BOARD OF MANAGERS AND KEY STAFF. RECEIPT OF THE QUESTIONNAIRES IS MONITORED BY THE CFO WHO ENSURES THAT THE FORMS ARE COMPLETED AND RETURNED. ANY POTENTIAL CONFLICT OF INTEREST ISSUES ARE SUBMITTED TO THE GOVERNANCE COMMITTEE FOR REVIEW, DISCUSSION, POSSIBLE ACTION AND OR DISCLOSURE IN THE AUDITED FINANCIAL STATEMENTS AND IRS 990. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE PRESIDENT/CEO RECEIVES AN ANNUAL FORMAL PERFORMANCE EVALUATION. ANNUAL COMPENSATION IS DETERMINED BY THE EXECUTIVE COMPENSATION COMMITTEE INCORPORATING VARIOUS INDEPENDENT NATIONALLY RECOGNIZED COMPENSATION STUDIES OF COMPARABLE NONPROFIT PRESIDENT/CEO COMPENSATION. BASED ON THESE STUDIES, THE COMPENSATION COMMITTEE REVIEWS AND DEEMS REASONABLE THE COMPENSATION OF THE PRESIDENT/CEO. THE ANNUAL COMPENSATION AMOUNT IS REPORTED TO AND APPROVED BY THE BOARD OF DIRECTORS. Form 990, Part VI, Line 15b Process to establish compensation of other employees ALL OFFICERS AND KEY STAFF, OTHER THAN THE CEO, RECEIVE ANNUAL PERFORMANCE REVIEWS BY THE PRESIDENT/CEO. COMPENSATION IS DETERMINED BY SALARY GUIDELINES ESTABISHED BY THE DIRECTOR OF HUMAN RESOURCES AND REVIEWED BY THE EXECUTIVE COMPENSATION COMMITTEE. THE SALARY GUIDELINES ALSO INCORPORATE NATIONALLY RECOGNIZED COMPENSATION STUDIES FOR SIMILAR NONPROFIT POSITIONS. THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS AND REPORTS THE ANNUAL COMPENSATION OF THE CFO TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS ALSO APPROVES THE CFO'S COMPENSATION. Form 990, Part VI, Line 19 Required documents available to the public ALL DOCUMENTS ARE AVAILABLE UPON REQUEST DURING REGULAR BUSINESS HOURS AT THE ORGANIZATION'S HEADQUARTERS AND YMCA BRANCHES. THE AUDITED FINANCIAL STATEMENTS AND IRS 990 ARE AVAILABLE ON THE ORGANIZATION'S AND GUIDESTAR'S WEBSITES. Form 990, Part VIII, Line 2f Other Program Service Revenue - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XII, Line 2c RESPONSIBILITY FOR AUDIT OVERSIGHT THE CHANNEL ISLANDS YMCA COMPLIES WITH THE CALIFORNLA NONPROFIT INTEGRITY ACT OF 2004 WHICH REQUIRES THE ESTABLISHMENT AND MAINTENANCE OF AN AUDIT COMMITTEE FOR ANY CHARITY WITH GROSS REVENUES OF $2 MILLION OR MORE. THE ORGANIZATION'S AUDIT COMMITTEE HAS THE RESPONSIBILITY OF HIRING THE AUDITORS, OVERSEEING THE AUDIT, REVIEWING THE AUDITED FINANCIAL STATEMENTS, AND RECOMMENDING THE APPROVAL OF THE AUDITED FINANCIAL STATEMENTS TO THE BOARD OF DIRECTORS. THE AUDIT COMMITTEE CURRENTLY INCLUDES FOUR MEMBERS WITH EXPERIENCE IN ACCOUNTING, FINANCE, REAL ESTATE AND INVESTING.