2026-06-15T12:22:45+00:00 2025-12-31 135381590 BDO USA 8401 Greensboro Drive 800 Mclean VA 22102 990 2025-01-01 540445205 Young Men's Christian Association of South Hampton Roads YOUN 7576249622 920 Corporate Lane Chesapeake VA 23320 ANTHONY WALTERS CEO 2026-06-15 true Todd Teresco P00247720 7038930600 2026-06-15 2025 2025-03-06 01:10:19Z YMCA of South Hampton Roads Anthony Walters 920 Corporate Lane Chesapeake VA 23320 79695701 false X www.ymcashr.org X 1885 VA TO PUT JUDEO-CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT MIND & BODY FOR ALL 37 37 3312 1100 0 5286797 7182941 49737490 52925878 1647568 1543851 894377 1002878 57566232 62655548 48167 98307 0 0 31887644 32628943 0 0 2600320 24195454 26146288 56131265 58873538 1434967 3782010 123852572 125784559 28967560 25960856 94885012 99823703 X SEE SCHEDULE O false false 22796659 33250 21103054 Youth Development: At the YMCA of South Hampton Roads, we believe every young person deserves the opportunity to shine. Whether through our state-licensed summer camps or ACA-accredited overnight experiences, we create spaces where kids and teens can thrive academically, physically, and emotionally. In 2025, 84,690 youth participated in membership and programs, turning moments of fun into milestones of growth. As more families sought safe, enriching environments for their children, we rose to meet the demand. We provided $1,910,482 in financial assistance to 4,739 children because opportunity should never depend on income. Each child's experience is a step toward confidence, capability, and a brighter future. The Y's youth programs continually evolve to meet the needs of the community with many Ys offering access to youth sports, preschool, before and after school child care, summer day camp, overnight camp, martial arts, tumbling, dance, leaders clubs, swimming lessons, swim teams, plus neighborhood-specific programming that directly supports an individual city or community need. 388977 65057 584443 Social Responsibility: For 175 years, the YMCA has stood for service, equity, and belonging. In 2025, that commitment was as strong as ever. 10,985 families, or around 1 in 5 households, received financial support from the Y, reducing barriers to access to critical services. YMCA members' regular physical activity prevents an estimated 4,036 cases of heart disease and diabetes, significantly easing the strain on local healthcare systems (based on World Health Organization guidelines). Our six Health Equity Campuses remain open and active dedicated to reducing barriers and providing vital services. The Safety Around Water program reached 3,731 children with life-saving swim instruction and equitable access, including transportation support. Through initiatives like our fully donor-funded sponsor-a-teen membership program, which welcomed 1,657 teens aged 13-17, we're driving change and opening doors for youth across the region. 26930972 0 31238381 Healthy Living: Health is more than fitness-it's community, connection, and resilience. At the YMCA of South Hampton Roads, we empower more than 250,000 individuals of all ages and abilities to live their healthiest lives through inclusive wellness programs, fitness classes, and tailored support for seniors and those managing chronic conditions. In 2025, our reach extended to 2.8 million visits. We provided $3,668,907 in membership subsidies to connect our neighbors with essential Y programs and services, ensuring better health is financially accessible to everyone. Five years post-pandemic, we continue to provide affordable wellness and enrichment programs through our Virtual Y platform, ensuring a connection to the Y is always available from anywhere. Standard business hours don't work for every family and the Y's 24-hour pass creates expanded access to healthy living at 18 YMCA locations. 31912 0 70920 OTHER: In addition to our core areas of focus, the Y offers a wide range of programs and events that foster connection and lifelong learning. From adult enrichment and community trainings to golf tournaments and conferences, we're building inclusive experiences that bring people together and help them grow at every stage of life. 31912 70920 50148520 true true false true false false false false false true true false false false true true true false false false false false false false true false false true false true true false false false false false false false false false false true false false false false false false false false false true 49 0 true 3312 true false false false false false true true false false false false false false X 37 37 true false false false false false false true true false true true true true true true true true true true true true VA X Christine E Duncan 7576249622 920 Corporate Lane Chesapeake VA 23320 CLYDE CLARK TREASURER 3.0 X X 0 0 0 DANA W GRAVES SECRETARY 3.0 X X 0 0 0 JOHN SETTLE VICE CHAIR 3.0 X X 0 0 0 LUKE KELLAM VICE CHAIR 3.0 X X 0 0 0 STEVE ROMINE BOARD CHAIR 3.0 X X 0 0 0 TARA RAMSEY ASSISTANT TREASURER 3.0 X X 0 0 0 AUDRA BULLOCK DIRECTOR 1.0 X 0 0 0 BETSY THOMPSON DIRECTOR 1.0 X 0 0 0 CHRIS BRANDT DIRECTOR 1.0 X 0 0 0 CORNELIUS HUDGINS IV DIRECTOR 1.0 X 0 0 0 DAN SHELTON DIRECTOR 1.0 X 0 0 0 EVERETT BIRDSONG DIRECTOR 1.0 X 0 0 0 HEATHER CARR DIRECTOR 1.0 X 0 0 0 IAN HOLDER DIRECTOR 1.0 X 0 0 0 JEFF CARTER DIRECTOR 1.0 X 0 0 0 JEREMY BRIDGES DIRECTOR 1.0 X 0 0 0 JUSTIN SAUNDERS DIRECTOR 1.0 X 0 0 0 KATHRYN ABSHIRE DIRECTOR 1.0 X 0 0 0 KELLI WEBB DIRECTOR 1.0 X 0 0 0 KYLE PRICE DIRECTOR 1.0 X 0 0 0 LEIGH CASON DIRECTOR 1.0 X 0 0 0 LESLIE SHROYER DIRECTOR 1.0 X 0 0 0 MAURA MARKS DIRECTOR 1.0 X 0 0 0 MICHELLE WOODHOUSE DIRECTOR 1.0 X 0 0 0 R STEPHEN BEST SR DIRECTOR 1.0 X 0 0 0 RENEE HOWARD DIRECTOR 1.0 X 0 0 0 RODNEY OLIVER DIRECTOR 3.0 X 0 0 0 RODNEY SPEARS DIRECTOR 1.0 X 0 0 0 ROSS VIERRA DIRECTOR 1.0 X 0 0 0 S PAUL O'NEAL DIRECTOR 1.0 X 0 0 0 SARAH JANE KIRLAND DIRECTOR 1.0 X 0 0 0 SHERRY TIABA DIRECTOR 1.0 X 0 0 0 STACEY OWSLEY DIRECTOR 1.0 X 0 0 0 STENETTE BYRD III DIRECTOR 1.0 X 0 0 0 STEVE CHAPLIN DIRECTOR 1.0 X 0 0 0 TONYA GILL DIRECTOR 1.0 X 0 0 0 WILL TAYLOR DIRECTOR 1.0 X 0 0 0 YVONNE ALLMOND DIRECTOR 1.0 X 0 0 0 ANTHONY O WALTERS SR PRESIDENT/CEO 50.0 X 458880 0 48010 CHRISTINE DUNCAN CHIEF FINANCIAL OFFICER (AS OF 3/23/2025) 50.0 X 199608 0 29824 SUSAN E OHMSEN FORMER EXECUTIVE VICE PRESIDENT/CFO (THROUGH 5/16/2025) 50.0 X 223352 0 32908 ADAM M KAHRL EXECUTIVE VICE PRESIDENT/COO 50.0 X 284248 0 34945 AMELIA SCOTT CHIEF EXPERIENCE OFFICER 50.0 X 245629 0 36669 JANEINE SPENCER CHIEF PEOPLE AND CULTURE OFFICER 50.0 X 226805 0 29777 MARGARET THOMPSON CHIEF COMMUNITY RELATIONS OFFICER 50.0 X 210801 0 25896 MICHELE CATALANO CHIEF DEVELOPMENT OFFICER 50.0 X 211919 0 20661 TIMOTHY RICHARDSON CHIEF LEGAL OFFICER 50.0 X 276067 0 40929 JAMIE CHILDRESS VICE PRESIDENT 50.0 X 131090 0 16744 JEAN KHAWLY VICE PRESIDENT 50.0 X 129005 0 20938 RODRIGUA ROSS SENIOR VICE PRESIDENT 50.0 X 153989 0 23081 SAMANTHA NORVELL VICE PRESIDENT 50.0 X 120210 0 15159 TODD HEINECKE SENIOR VICE PRESIDENT 50.0 X 166111 0 25636 3037714 0 401177 21 false true false MID ATLANTIC COMPANIES INC 1640 Donna Drive Suite 105 Virginia Beach VA 23451 BUILDING MAINTENANCE 2209626 SHILOH LANDSCAPING & MULCH LLC 1328 HOLLAND ROAD SUFFOLK VA 23434 LANDSCAPING SERVICES 438976 SUSSEX DEVELOPMENT CORP 109 S Lynnhaven Road Virginia Beach VA 23452 GENERAL CONTRACTOR 391721 SHEDRICK ENTERPRISES 109 Gainsborough Square Ste G 716 Chesapeake VA 23320 GENERAL CONTRACTOR 293082 VSC FIRE and SECURITY INC PO Box 749259 Atlanta GA 30374 BUILDING MAINTENANCE AND INSPECTIONS 167696 11 383508 0 171486 0 1237271 5390676 100531 7182941 Membership Revenue 813410 29839149 29839149 Childcare Revenue -- School Age 813410 9531637 9531637 Day Camp Revenue 813410 5637077 5637077 Resident Camp Revenue 813410 2721962 2721962 Childcare Revenue -- Infant/Toddler/Preschool 813410 953896 953896 4242157 4242157 0 0 52925878 1435184 0 0 1435184 0 0 0 0 0 0 0 0 799184 0 0 799184 0 799184 0 0 799184 16785114 49850 16685995 40302 99119 9548 108667 0 0 108667 160151 171486 160406 -255 0 -255 0 0 0 0 0 0 286479 153450 133029 0 0 133029 Miscellaneous revenues 624100 70920 70920 0 0 0 0 70920 62655548 52996798 0 2475809 98307 98307 0 0 0 0 0 0 2636929 486299 1715429 435201 0 0 0 0 25890668 23351956 1755229 783483 1333710 1114192 149272 70246 690866 525356 120450 45060 2076770 1767643 225527 83600 0 0 0 0 810 0 810 0 115458 0 115458 0 1939 1939 0 0 0 0 52319 0 28568 23751 317797 220559 77852 19386 539348 89766 418629 30953 5044002 4844181 62663 137158 678332 299161 343990 35181 0 0 0 0 8927412 8543808 77969 305635 767470 582509 112749 72212 0 0 0 0 584632 393272 116741 74619 570497 485949 56366 28182 574545 0 553754 20791 5392540 5122913 107851 161776 1920232 1753975 65538 100719 Equipment Maintenance 264647 256247 1787 6613 Employee Testing, Vaccines and Record Checks 68297 66971 859 467 Licenses and dues 114846 89551 11501 13794 Volunteer Recognition 21261 12983 4095 4183 189904 40983 1611 147310 58873538 50148520 6124698 2600320 0 0 0 0 5634 5535 9258368 10333085 5518079 7480992 670412 720480 0 0 0 0 0 0 0 0 307571 453560 155589268 81588499 77332458 74000769 26765265 26833479 2540340 2614974 0 0 0 1454445 3341685 123852572 125784559 2981583 3155268 0 0 2897298 2564202 16049206 14424903 0 0 0 0 4011305 3616090 0 0 3028168 2200393 28967560 25960856 X 79691293 81791023 15193719 18032680 0 0 0 0 0 0 94885012 99823703 123852572 125784559 X 3782010 962047 0 0 0 194634 X false true true false X 13362117 11034280 5696911 5286797 7182941 42563046 0 0 0 0 0 0 0 0 0 0 0 0 13362117 11034280 5696911 5286797 7182941 42563046 794675 41768371 1020000 1400728 2045835 2324772 2234368 9025703 0 0 0 0 0 0 0 0 0 0 0 0 51588749 222608314 0.80964 0.83832 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1939 0 1939 0 58871599 58873538 0 1000000 0 250000 0 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 650 713 909 1939 4211 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 Schedule C, Part II-A, Line 1b, Column (b) The YMCA of South Hampton Roads is a member of the Virginia Alliance of YMCAs and North Carolina Alliance of YMCAs. The Virginia Alliance of YMCAs and North Carolina Alliance of YMCAs advocate for the cause of strengthening community through legislation. A portion of dues paid to the Virginia Alliance of YMCAs and North Carolina YMCAs goes towards lobbying efforts. 4486990 34544 621602 0 198949 23752 4920435 4184811 61051 461583 0 197890 22565 4486990 3805381 28571 551670 0 180541 20270 4184811 4566409 60494 -621013 163780 36729 3805381 3279850 777012 691246 134631 47068 4566409 0.019 0.647 0.334 true false 13682630 13615910 115548757 63506338 52042419 6022290 2899779 3122511 17190106 13687999 3502107 3145485 1427663 1717822 74000769 Federal Income Taxes Refundable Advance - Conditional Grants 753545 Current portion of lease liabilities - operating leases 428873 Long-term portion of lease liabilities - operating leases 1017975 2200393 X 63916561 962047 156651 0 194634 1313332 62603229 52319 0 52319 62655548 58977870 156651 0 0 0 156651 58821219 52319 0 52319 58873538 Schedule D, Part V, Line 4 Intended uses of endowment funds THE YMCA OF SOUTH HAMPTON ROADS ALLOCATES FUNDS FROM THE ENDOWMENT TO SUPPORT FINANCIAL ASSISTANCE FOR THOSE IN NEED IN VARIOUS PROGRAMS. DONOR-DESIGNATED SCHOLARSHIPS EXIST FOR THE FIRST TEE, RESIDENT CAMP AT CAMP SILVER BEACH, AND VARIOUS PROGRAMS AT THE BLOCKER NORFOLK, EASTERN SHORE, SUFFOLK, FRANKLIN, HILLTOP, OUTER BANKS AND Y ON GRANBY BRANCHES. THE BOARD OF DIRECTORS DETERMINES THE PROGRAM AREAS THAT RECEIVE ENDOWMENT FUNDING FOR NON-DONOR DESIGNATED FUNDS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote Management has evaluated the YMCA's tax positions and concluded that the YMCA has taken no uncertain tax positions that require adjustment to the financial statements to comply with the accounting standard on accounting for uncertainty in income taxes. The YMCA files an informational Form 990 and exempt organization business income tax return Form 990-T, if required. Generally, the YMCA is no longer subject to income tax examinations by the federal, state or local tax authorities for years before 2022. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 CHANGE IN INTERESTS IN NET ASSETS HELD BY OTHERS - 194634 Claude King Golf Tournament 136756 63820 72936 0 31084 13150 15549 0 28069 Corporate Golf Tournament 95755 61795 33960 0 11109 12120 10992 300 2330 3 99126 45871 53255 0 4026 125 5191 900 25461 331637 171486 160151 0 46219 25395 31732 1200 55860 160406 -255 true YMCA Emergency Assistance Fund 101 N Wacker Drive Chicago IL 60606 237038211 501(c)(3) 10000 Support of YMCA Employee Assistance Fund Program Tidewater Friends of Foster Care 999 Waterside Drive 430 Norfolk VA 23510 812887214 501(c)(3) 10000 Support foster care youth services. Urban League of Hampton Roads Inc 4801 Columbus St 200 VA Beach VA 23462 541083985 501(c)(3) 8500 Sponsor College and Cultural Tour for Boys and Young Men of Color Program YMCA Blue Ridge Assembly 84 Blue Ridge Circle Black Mtn VA 28711 560532130 501(c)(3) 12000 Support flood disaster and capital campaign. Hampton Roads Chamber of Commerce 101 W Main Street 800 Norfolk VA 23510 541252997 501(c)(6) 21400 Support Hampton Roads Chamber initiatives. 4 1 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds THE YMCA OF SOUTH HAMPTON ROADS RECEIVES REPORTS FROM ORGANIZATIONS THAT RECEIVE GRANTS THAT SUBSTANTIATES THE USE OF FUNDS. X X X X false false false true false false false false false ANTHONY O WALTERS SR PRESIDENT/CEO 403262 0 49158 0 6460 0 42000 0 6010 0 506890 0 0 0 SUSAN E OHMSEN FORMER EXECUTIVE VICE PRESIDENT/CFO (THROUGH 5/16/2025) 195818 0 21744 0 5790 0 27446 0 5462 0 256260 0 0 0 CHRISTINE DUNCAN CHIEF FINANCIAL OFFICER (AS OF 3/23/2025) 181792 0 10400 0 7416 0 24477 0 5347 0 229432 0 0 0 ADAM M KAHRL EXECUTIVE VICE PRESIDENT/COO 254574 0 19744 0 9930 0 34064 0 881 0 319193 0 0 0 TIMOTHY RICHARDSON CHIEF LEGAL OFFICER 245545 0 19888 0 10634 0 35976 0 4953 0 316996 0 0 0 AMELIA SCOTT CHIEF EXPERIENCE OFFICER 218919 0 17120 0 9590 0 29832 0 6837 0 282298 0 0 0 JANEINE SPENCER CHIEF PEOPLE AND CULTURE OFFICER 201435 0 15835 0 9535 0 27172 0 2605 0 256582 0 0 0 MICHELE CATALANO CHIEF DEVELOPMENT OFFICER 188171 0 14260 0 9488 0 17539 0 3122 0 232580 0 0 0 MARGARET THOMPSON CHIEF COMMUNITY RELATIONS OFFICER 186361 0 14680 0 9760 0 25248 0 648 0 236697 0 0 0 TODD HEINECKE SENIOR VICE PRESIDENT 151130 0 6400 0 8581 0 20245 0 5391 0 191747 0 0 0 RODRIGUA ROSS SENIOR VICE PRESIDENT 144559 0 400 0 9030 0 18933 0 4148 0 177070 0 0 0 Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization IN ADDITION TO BASE PAY, THE YMCA OF SOUTH HAMPTON ROADS HAS AN INCENTIVE VARIABLE PAY MATRIX BASED ON SPECIFIC BENCHMARKED PERFORMANCE GOALS. THE BENCHMARKS ARE BASED ON BUDGETED GOALS FOR SEVERAL CRITERIA, INCLUDING MEMBERSHIP REVENUE, NET EARNINGS, FUNDRAISING GOALS, AND ON SEVERAL OTHER GOALS INCLUDED IN THE STRATEGIC AND OPERATIONAL PLANS. ANNUALLY, THE COMPENSATION COMMITTEE REVIEWS AND APPROVES ACTUAL PERFORMANCE VERSUS THE BENCHMARKS AND ESTABLISHES THE AMOUNTS OF INCENTIVE PAY FOR EACH GOAL WITHIN THE PRE-ESTABLISHED SET OF ACHIEVEMENT RANGES. A VIRGINIA SMALL BUSINESS FINANCING AUTHORITY SERIES 2020 531300845 2020-09-30 21631000 See Supplemental Information Below false false false A 7206097 0 21631000 0 0 0 90856 0 0 0 21540144 0 2020 true false true true A false false false false false false 0.0 0.0 0.0 true false 0 false true A false false true false false false 0 false false false 0 false false true A true Schedule K, Part I, Column (f) ISSUER NAME: VIRGINIA SMALL BUSINESS FINANCING AUTHORITY SERIES 2020 LOAN PROCEEDS UTILIZED TO REFUND THE ECONOMIC DEVELOPMENT AUTHORITY OF ACCOMACK COUNTY BOND (ISSUED 12/20/2012), VIRGINIA SMALL BUSINESS FINANCING AUTHORITY BOND (ISSUED 5/31/2012), THE JOINT INDUSTRIAL DEVELOPMENT AUTHORITY SERIES 2014 BOND (ISSUED 6/30/2014), THE JOINT INDUSTRIAL DEVELOPMENT AUTHORITY SERIES 2017 BOND (ISSUED 5/1/2017), AND THE PORTSMOUTH PORT AND INDUSTRIAL COMMISSION BOND (ISSUED 12/31/2018). 6 17345 Selling cost X Equipment 1 400 Market value X Program Supplies 10 61212 Market value X Silent Auction Items 12 21574 Market value 0 false false false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - Number of Contributions Other - Equipment Number of contributions Other - Program Supplies Number of Contributions Other - Silent Auction Items Number of Contributions Form 990, Part III, Line 1 Organization's mission THE YMCA OF SOUTH HAMPTON ROADS (YMCA) IS A POSITIVE FORCE IN OUR COMMUNITY; TAKING ON THE REAL CHALLENGES THAT WE FACE EVERY DAY. THE YMCA MAKES ACCESSIBLE THE SUPPORT AND OPPORTUNITIES THAT EMPOWER PEOPLE AND COMMUNITIES TO LEARN, GROW AND THRIVE. WITH A FOCUS ON YOUTH DEVELOPMENT, HEALTHY LIVING AND SOCIAL RESPONSIBILITY, THE YMCA NURTURES THE POTENTIAL OF EVERY CHILD AND TEEN, IMPROVES THE NATION'S HEALTH AND WELL BEING, AND PROVIDES OPPORTUNITIES TO GIVE BACK AND SUPPORT NEIGHBORS. THE VISION OF THE YMCA OF SOUTH HAMPTON ROADS IS TO STRENGTHEN THE FOUNDATIONS OF OUR COMMUNITY BY INCREASING THE NUMBER OF HEALTHY FAMILIES. THE YMCA IS COMMITTED TO PRODUCING SIGNIFICANT, MEASURABLE RESULTS FOR OVER 250,000 PEOPLE ANNUALLY THROUGHOUT HAMPTON ROADS, FRANKLIN, HALIFAX COUNTY, THE EASTERN SHORE, AND NORTHEASTERN NORTH CAROLINA, USING THREE STRATEGIC PRIORITIES AS OUR GUIDE: COMMUNITY HEALTH AND WELL-BEING, ACADEMIC PERFORMANCE AND LEADERSHIP, AND SERVICE TO OTHERS. AS A LEADING NON-PROFIT ORGANIZATION, THE YMCA OF SOUTH HAMPTON ROADS PROVIDES A LASTING IMPACT, VITAL PROGRAMS AND SERVICES FOR ALL THAT ARE FUNDED THROUGH OUR ANNUAL CAMPAIGN. FROM TACKLING THE ACHIEVEMENT GAP TO TEACHING HEALTHY HABITS, EMPOWERING CHILDREN TO SWIM, TO TAKING ON NEW CHALLENGES AT SUMMER CAMP, OR GIVING PEOPLE THE CHANCE TO STRENGTHEN OUR COMMUNITY THROUGH VOLUNTEERING, EVERYTHING THE YMCA DOES IS IN SERVICE OF BUILDING A BETTER US. BY HELPING KIDS, ADULTS, FAMILIES AND SENIORS IMPROVE THEIR HEALTH AND WELL-BEING, WE BUILD A STRONGER COMMUNITY EVERY DAY. WITH OUR DOORS OPEN TO ALL, THE YMCA BRINGS TOGETHER PEOPLE FROM ALL BACKGROUNDS, AND SUPPORTS THOSE WHO NEED US THE MOST. WE TAKE ON THE MOST URGENT NEEDS IN OUR COMMUNITY AND INSPIRE A SPIRIT OF SERVICE IN RETURN. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 31,912 including grants of $ 0)(Revenue $ 70,920) OTHER: In addition to our core areas of focus, the Y offers a wide range of programs and events that foster connection and lifelong learning. From adult enrichment and community trainings to golf tournaments and conferences, we're building inclusive experiences that bring people together and help them grow at every stage of life. Form 990, Part VI, Line 16b WRITTEN POLICY TO EVALUATE PARTICIPATION IN JOINT VENTURE THE YMCA DOES NOT HAVE A WRITTEN POLICY OR PROCEDURE TO EVALUATE ITS PARTICIPATION UNDER JOINT VENTURE ARRANGEMENTS. HOWEVER, THE YMCA DOES CONSULT WITH LEGAL COUNSEL AND TAX ACCOUNTANTS TO SAFEGUARD THE ORGANIZATION'S EXEMPT STATUS WITH RESPECT TO SUCH ARRANGEMENTS. ALL JOINT VENTURE ARRANGEMENTS ARE REVIEWED AND APPROVED BY THE BOARD. Form 990, Part VI, Line 1a Delegate broad authority to a committee The Executive Committee shall consist of the elected officers of the Association (the Chairman of the Board, two Vice-Chairmen, one of whom may be designated a Chairman-Elect, Treasurer, Assistant Treasurer, and Secretary), the immediate Past-Chairman of the Board, the Chairman of each of the Board's standing committees, and a minimum of three representatives of the Center Operating Committee. The Chairman of the Board shall be the Chairman of the Executive Committee. The Executive Committee is delegated all power and authority of the Board of Directors and shall have general charge of the affairs of the Association when the Board of Directors is not in session; the primary focus of the Executive Committee shall be setting and defining the strategic goals and policies of the Association and allocating the funds of the Association. Action taken by the Executive Committee shall bind the Association without any further action by the Board of Directors except that the Executive Committee alone cannot amend the By-Laws or approve the annual operating budget for the Association. The Executive Committee shall report to the Board of Directors at the Board's regularly scheduled meetings all actions taken by the Executive Committee. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Yvonne Allmond and Anthony Walters - Business relationship Form 990, Part VI, Line 11b Review of form 990 by governing body A COMPLETE COPY OF THE FORM 990 IS E-MAILED TO EACH MEMBER OF THE BOARD OF DIRECTORS, FINANCE COMMITTEE, AND AUDIT COMMITTEE PRIOR TO ITS FILING. Form 990, Part VI, Line 12c Conflict of interest policy THE CONFLICT OF INTEREST POLICY IS MONITORED ON AN ONGOING BASIS BY REVIEW OF TRANSACTIONS WITH RELATED PARTIES. IN ADDITION, ON AN ANNUAL BASIS, THE POLICY AND A DETAILED QUESTIONNAIRE IS SENT TO EACH EXEMPT STAFF MEMBER AND VOLUNTEER MEMBERS OF THE BOARD OF DIRECTORS, EXECUTIVE COMMITTEE, FINANCE COMMITTEE, PROPERTY COMMITTEE, AUDIT COMMITTEE, AND ENDOWMENT TRUSTEES. RESULTS ARE SUMMARIZED AND PRESENTED TO THE AUDIT COMMITTEE, AND FOLLOW-UP IS CONDUCTED AS DEEMED NECESSARY. IF A CONFLICT ARISES, THE PARTY IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS RELATED TO THE TRANSACTION. Form 990, Part VI, Line 15a Process to establish compensation of top management official The following process was undertaken in 2025 for Anthony Walters, President and CEO; Adam Kahrl, Chief Operating Officer; Susan Ohmsen, Chief Financial Officer; Christine Duncan, Chief Financial Officer; Michele Catalano, Chief Development Officer, Margaret Thompson, Chief Strategy Officer, Janeine Spencer, Chief People and Culture Officer; Tim Richardson, Chief Legal Officer; and Amelia Baker, Chief Experience Officer : THE YMCA OF SOUTH HAMPTON ROADS UTILIZES A FORMAL REVIEW AND APPROVAL PROCESS FOR THE COMPENSATION OF OFFICERS, KEY EMPLOYEES AND ALL OTHER DISQUALIFIED PERSONS, AND FOLLOWS IRS GUIDELINES REGARDING INTERMEDIATE SANCTIONS ANNUALLY. THE INDEPENDENT COMPENSATION COMMITTEE ADMINISTERS THE PROCESS, WHICH IS GUIDED BY AN EXECUTIVE COMPENSATION PHILOSOPHY AND STRATEGY. THE COMMITTEE GENERALLY MEETS TWICE ANNUALLY - ONCE EARLY IN THE YEAR FOR STAFF PERFORMANCE EVALUATION AND COMPENSATION REVIEW, AND AGAIN MID-YEAR TO GET AN UPDATE ON GOALS AND DISCUSS OTHER MATTERS AS THE NEED ARISES. PERIODICALLY, AN OUTSIDE CONSULTANT, SMITH PILOT INC, IS ENGAGED TO CONDUCT A COMPETITIVE EXECUTIVE TOTAL CASH COMPENSATION ANALYSIS, TO CONDUCT COMPETITIVE TOTAL COMPENSATION AND EXECUTIVE BENEFITS ANALYSES RELATIVE TO COMPARABLE NON-PROFIT ORGANIZATIONS, AND TO PROVIDE GUIDANCE AND COUNSEL TO THE COMPENSATION COMMITTEE IN MATTERS RELATED TO EXECUTIVE COMPENSATION, REGULATORY COMPLIANCE, BOARD GOVERNANCE, AND RELATED BEST PRACTICES. ULTIMATELY, THE CONSULTANT ISSUES A COMPETITIVE ASSESSMENT AND REASONABLENESS OPINION OF EXECUTIVE COMPENSATION, AND COMPENSATION IS APPROVED BY THE COMPENSATION COMMITTEE AND REPORTED TO THE BOARD OF DIRECTORS. DATA, DISCUSSION, AND DECISIONS ARE DOCUMENTED IN MINUTES. THIS CONSULTANT WAS USED IN 2024. Form 990, Part VI, Line 15b Process to establish compensation of other employees The YMCA of South Hampton Roads utilized a formal review and approval process for all disqualified employees. The independent Compensation Committee administers the process, which is guided by a board approved executive compensation philosophy and strategy. Compensation and executive benefits are approved by the Compensation Committee and reported to the Board of Directors. Data, discussion and decisions are documented in minutes. Form 990, Part VI, Line 19 Required documents available to the public ALL DOCUMENTS ARE AVAILABLE UPON WRITTEN OR VERBAL REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(d), BUT ARE NOT WIDELY MADE AVAILABLE TO THE PUBLIC. THE 990 IS AVAILABLE ON THE INTERNET VIA POSTING BY CANDID (PREVIOUSLY GUIDESTAR). Form 990, Part VII, Section A, Line 1a CFO EXPLANATION DURING THE TAX YEAR, SUSAN E OHMSEN SERVED AS EXECUTIVE VICE PRESIDENT/CFO THROUGH MAY 15, 2025. EFFECTIVE MARCH 23, 2025, CHRISTINE DUNCAN WAS APPOINTED CFO. SUSAN OHMSEN CONTINUED EMPLOYMENT IN A DIFFERENT CAPACITY FOR THE REMAINDER OF THE YEAR. Form 990, Part VIII, Line 2f Other Program Service Revenue Other Program Revenue - Total Revenue: 4242157, Related or Exempt Function Revenue: 4242157, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Residence Revenue - Total Revenue: 0, Related or Exempt Function Revenue: 0, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in interest in net assets held by others - 194634; Total - 194634;