2026-03-19T16:49:49-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET STE 1000 SAN FRANCISCO CA 94104 990 2024-07-01 940997140 YOUNG MEN'S CHRISTIAN ASSOCIATION OF SAN FRANCISCO YOUN 4157779622 169 STEUART STREET SAN FRANCISCO CA 94105 MITTIE GRIGSBY SVP & CFO / TREASURER 4152816707 2026-03-19 1 1 MICHAEL LUMSDEN P01262236 4159561500 2026-03-19 2024 2025-03-06 01:10:19Z JAMIE BRUNING-MILES 169 STEUART STREET SAN FRANCISCO CA 94105 134430218 0 X WWW.YMCASF.ORG X 1853 CA FOR OVER 170 YEARS, THE YMCA OF SAN FRANCISCO HAS BEEN AN ANCHOR IN OUR COMMUNITIES OF YOUTH DEVELOPMENT, ECONOMIC OPPORTUNITY, AND COMMUNITY WELL-BEING. WE ARE COMMITTED TO EMPOWERING INDIVIDUALS OF ALL AGES AND WALKS OF LIFE TO REACH THEIR FULL POTENTIAL THROUGH PATHWAYS TO SOCIAL MOBILITY AND HOLISTIC HEALTH, FOSTERING A SOCIETY WHERE EVERYONE CAN THRIVE. 30 29 2491 791 0 0 70784977 64584535 45969774 52064476 896963 3207279 1547296 1723921 119199010 121580211 1757485 1782395 0 0 75991662 80363745 0 0 2316127 34142994 34934928 111892141 117081068 7306869 4499143 122380020 130420168 41206278 44057451 81173742 86362717 X OUR MISSION IS TO BUILD HEALTHY, SUSTAINABLE, AND EQUITABLE COMMUNITIES FOR ALL GENERATIONS. 0 0 53870572 1782395 10868778 ECONOMIC & SOCIAL MOBILITY: WE CHAMPION ECONOMIC AND SOCIAL MOBILITY BY FOSTERING PATHWAYS TO EDUCATION, EMPLOYMENT, AND FINANCIAL STABILITY. WE PARTNER WITH CITY AND COUNTY LEADERSHIP TO ENSURE LONG-TERM SUSTAINABILITY OF ANCHOR EFFORTS TOWARDS GENERATIONAL ECONOMIC AND SOCIAL MOBILITY. THROUGH CAREER DEVELOPMENT PROGRAMS, TRAINING, COMMUNITY NAVIGATION AND REFERRAL SERVICES, BARRIER REMOVAL EFFORTS, ACADEMIC ACHIEVEMENT, AND DIGITAL ACCESS EFFORTS, WE EMPOWER INDIVIDUALS TOWARDS LASTING ECONOMIC AND SOCIAL MOBILITY. WE PROVIDE JOB READINESS AND SKILLS DEVELOPMENT THROUGH LEARNING HUBS, ALTERNATIVE EDUCATION, WORKFORCE/EMPLOYMENT TRAINING, AND INTERNSHIP/APPRENTICESHIP PARTNERSHIPS WITH LOCAL ORGANIZATIONS AND COMPANIES ACROSS THE BAY AREA. OUR FINANCIAL ASSISTANCE AND POVERTY ALLEVIATION EFFORTS ENSURE THAT ECONOMIC BARRIERS DO NOT PREVENT INDIVIDUALS FROM ACCESSING LIFE SKILL AND CAREER-BUILDING PROGRAMS, IMPROVING QUALITY OF LIFE, AND PERSONAL DEVELOPMENT OPPORTUNITIES AND THAT DRIVE LONG-TERM FINANCIAL AND SOCIETAL MOBILITY FOR ALL. 34853669 0 22489121 COMMUNITY WELL-BEING: THE YMCA IS A LEADING CATALYST AND PROVIDER OF WHOLE-PERSON HEALTH - SPIRIT, MIND AND BODY. WE CREATE SAFE, WELCOMING, AND INCLUSIVE SPACES THAT PROMOTE PHYSICAL AND MENTAL WELL-BEING, SOCIAL CONNECTION, AND COMMUNITY BRIDGE-BUILDING. OUR HOLISTIC AND CULTURALLY RESPONSIVE HEALTH AND WELL-BEING PROGRAMS CONSIST OF INDIVIDUAL AND GROUP EXERCISE, YOUTH AND ADULT SPORTS, REHABILITATION AND REENGAGEMENT PROGRAMS, AQUATICS, MENTAL WELLNESS EDUCATION, AND MORE. WE PRIORITIZE HUMAN-CENTERED WELL-BEING OPPORTUNITIES THROUGH DONOR-FUNDED FINANCIAL ASSISTANCE, AND ENSURE ALL INDIVIDUALS, REGARDLESS OF INCOME OR BACKGROUND, HAVE ACCESS TO HIGH IMPACT AND QUALITY OPPORTUNITIES, ALIGNING WITH OUR EFFORTS TO BUILD THRIVING COMMUNITIES. WE ENSURE THAT OUR PROGRAMS ENHANCE QUALITY OF LIFE FOR ALL AGES AND ABILITIES FOCUSED ON IMPROVING INDIVIDUAL AND COMMUNITY WELL-BEING. THROUGH THE GENEROSITY OF YMCA DONORS, FINANCIAL ASSISTANCE ENSURES ACCESSIBILITY FOR ALL IN THE COMMUNITY. NO ONE IS TURNED AWAY FOR AN INABILITY TO PAY. 15524087 0 18706577 YOUTH DEVELOPMENT - ALL AGES AND LIFE STAGES: AT THE YMCA, WE STRIVE TO CREATE A SAFE AND INCLUSIVE COMMUNITY WHERE INDIVIDUALS AND FAMILIES OF ALL AGES - ESPECIALLY YOUTH - CAN DISCOVER AND NURTURE THEIR POTENTIAL. WE BELIEVE THAT GROWTH AND LEARNING ARE LIFELONG JOURNEYS AND ARE PRIVILEGED TO SUPPORT INDIVIDUALS AT EVERY STAGE OF LIFE. THROUGH EARLY CHILDHOOD, YOUTH AND LEADERSHIP DEVELOPMENT, AND INITIATIVES THAT BRIDGE GENERATIONS, WE AIM TO CULTIVATE STRONG VALUES, ENCOURAGE LEARNING, AND FOSTER MEANINGFUL ENGAGEMENT. OUR YOUTH PROGRAMS FOCUS ON BUILDING ESSENTIAL COGNITIVE, SOCIAL-EMOTIONAL, LEADERSHIP, AND LIFE SKILLS, GROUNDED IN CORE VALUES. WE OFFER OPPORTUNITIES FOR EMPOWERMENT, INCLUDING THERAPEUTIC MENTORING AND LEADERSHIP DEVELOPMENT, WITH THE HOPE OF FOSTERING SELF-CONFIDENCE, ADVOCACY SKILLS, AND CAREER READINESS FOR LASTING SUCCESS. RECOGNIZING THAT DEVELOPMENT ENCOMPASSES ALL AGES AND LIFE STAGES, WE ALSO OFFER PROGRAMS AND SERVICES FOR ADULTS AND SENIORS, INCLUDING SENIOR PROGRAMMING, BRAIN HEALTH INITIATIVES, AND DIABETES PREVENTION. THESE PROGRAMS CONTRIBUTE TO COMBATING SOCIAL ISOLATION AND BUILDING VIBRANT, CONNECTED COMMUNITIES, STRENGTHENING INTERGENERATIONAL BONDS. BY EXPANDING OPPORTUNITIES FOR ALL AGES AND LIFE STAGES, WE REINFORCE SOCIAL CONNECTION, LIFELONG GROWTH, AND HOLISTIC EDUCATION TOWARDS POSITIVE COMMUNITY BRIDGE BUILDING AND UNITY. 104248328 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 235 0 1 2491 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 MITTIE S GRIGSBY 4152816707 169 STEUART STREET SAN FRANCISCO CA 94105 JAMIE BRUNING-MILES PRESIDENT & CEO 50.00 X X 489560 0 69475 GINA GREGORY-BURNS BOARD CHAIR 1.00 X X 0 0 0 STEPHEN HANKINS BOARD VICE CHAIR 1.00 X X 0 0 0 CARYL B WELBORN BOARD SECRETARY 1.00 X X 0 0 0 JORGE ABAUNZA BOARD MEMBER 1.00 X 0 0 0 DILLON AUYOUNG BOARD MEMBER 1.00 X 0 0 0 JOHN BAKER BOARD MEMBER 1.00 X 0 0 0 MARK BLEY BOARD MEMBER 1.00 X 0 0 0 ANNABEL CHANG BOARD MEMBER 1.00 X 0 0 0 RICHARD CHISHOLM BOARD MEMBER 1.00 X 0 0 0 JON EBERLY BOARD MEMBER 1.00 X 0 0 0 JOSUE ESTRADA BOARD MEMBER 1.00 X 0 0 0 GLENN M FARRELL BOARD MEMBER 1.00 X 0 0 0 JENNIFER GRIDLEY BOARD MEMBER 1.00 X 0 0 0 STEPHEN HAYES BOARD MEMBER 1.00 X 0 0 0 THOMAS KEARNEY BOARD MEMBER 1.00 X 0 0 0 DAVID KELLY BOARD MEMBER 1.00 X 0 0 0 GREG NARVICK BOARD MEMBER 1.00 X 0 0 0 MICHAEL O'CONNOR BOARD MEMBER 1.00 X 0 0 0 SHELBY PASARELL TSAI BOARD MEMBER 1.00 X 0 0 0 MARIANNA PISANO BOARD MEMBER 1.00 X 0 0 0 AMY PRICE BOARD MEMBER 1.00 X 0 0 0 ERIC PROSNITZ BOARD MEMBER 1.00 X 0 0 0 RICHARD ROBINS BOARD MEMBER 1.00 X 0 0 0 STEPHEN ROGERS BOARD MEMBER 1.00 X 0 0 0 PETER M SUSKO BOARD MEMBER 1.00 X 0 0 0 GARY TEAGUE BOARD MEMBER 1.00 X 0 0 0 JEREMY WELLAND BOARD MEMBER 1.00 X 0 0 0 JOHN WILLINGHAM BOARD MEMBER 1.00 X 0 0 0 CARLENE WONG-LEE BOARD MEMBER 1.00 X 0 0 0 MITTIE GRIGSBY SVP & CFO / TREASURER 50.00 X 252525 0 50886 WESLEY CHIP RICH SVP & CO-COO 50.00 X 276093 0 41676 TAKIJA GARDNER SVP, GOV'T RELATIONS & EXT AFFAIRS 50.00 X 238892 0 47451 CHRIS MCCOMIC VP, PROPERTY DEVELOPMENT 50.00 X 225872 0 46062 ERIN CLARK SVP & CO-COO 50.00 X 246960 0 17347 CHAD NICO HIU SVP, STRATEGY, EQUITY, AND IMPACT 50.00 X 215642 0 48056 MARCOS SANTIAGO CAO & SVP, MRKTG/COMMS (THRU 6/2025) 50.00 X 219598 0 16294 RICH HILLEBRECHT VP, TECHNOLOGY 50.00 X 210033 0 12098 INGRID FREED VP, HR & PEOPLE SERVICES 50.00 X 180268 0 36928 RACHEL DEL MONTE VP, MEMBERSHIP EXP (THRU 12/2024) 50.00 X 178010 0 38537 ROSANNA GOMEZ AVP, LEADERSHIP DEV & INT'L RELATIONS 50.00 X 176640 0 34378 CHRISTINA PINHEIRO CHIEF PEOPLE OFFICER 50.00 X 184067 0 17347 LAUREN CLAPPERTON AVP, HEALTH INITIATIVES & COMMUNITY WELLNESS 50.00 X 167336 0 33099 MARISSA COWAN VP, CHILD & YOUTH DEVELOPMENT 50.00 X 170146 0 24861 EVELYN DASKALAKIS VP, SOCIAL SERVICES & MENTAL HEALTH 50.00 X 166766 0 20248 MANUEL RODRIGUEZ SENIOR EXECUTIVE DIRECTOR 50.00 X 168234 0 33744 KARI LEE AVP OPERATIONS & GDEI 50.00 X 167810 0 33747 LARA HITCHCOCK AVP, PEOPLE STRATEGY 50.00 X 164938 0 33683 WENDY TANG SR. DIRECTOR, FP&A AND COMPLIANCE 50.00 X 159511 0 31376 PHILIP MARABANTE DIR OF IT INFRASTRUCTURE & WORKFORCE SERVICES 50.00 X 168946 0 12142 4427847 0 699435 81 0 1 0 DOME CONSTRUCTION CORPORATION 393 EAST GRAND AVE SOUTH SAN FRANCISCO CA 94080 CONSTRUCTION / RENOVATION SERVICES 3532714 A TO Z JANITORIAL SERVICES INC 290 CANYON DRIVE DALY CITY CA 94014 CLEANING SERVICES 2577113 CHARLES PANKOW BUILDERS LTD 1111 BROADWAY SUITE 200 OAKLAND CA 94607 CONSTRUCTION / RENOVATION SERVICES 1028282 AWT CONSTRUCTION GROUP 77 SOLANO SQUARE SUITE 300 BENICIA CA 94510 CONSTRUCTION / RENOVATION SERVICES 1007790 ZUM SF INC PO BOX 103448 PASADENA CA 911893448 TRANSPORTATION SERVICES 671607 33 803205 49576793 14204537 476869 64584535 MEMBERSHIP DUES 813410 22489121 22489121 CHILD AND YOUTH DEVELOPMENT FEES 813410 18706577 18706577 CAMPING FEES 813410 7040021 7040021 OTHER PROGRAM FEES 813410 3731299 3731299 RESIDENCE ROOM RENTALS 813410 97458 97458 52064476 1097700 1097700 1888024 110447 1777577 1777577 1777577 14166397 12056818 2109579 2109579 2109579 122698 803205 615756 -493058 -493058 82018 66986 15032 15032 MISCELLANEOUS REVENUE 900099 357196 357196 LOCKERS 713940 67174 67174 424370 121580211 52064476 0 4931200 1476766 1476766 305629 305629 4153155 1878443 2038820 235892 59104762 53600352 4169309 1335101 4357534 3970394 274864 112276 7747458 6921137 640998 185323 5000836 4404118 472725 123993 211990 211990 141495 141495 5445153 3730649 1602504 112000 18386 16348 1132 906 2921555 2785091 123551 12913 1921234 1369095 515604 36535 7628473 7537022 85534 5917 479371 426222 29520 23629 630669 560746 38837 31086 712818 712818 629290 586886 42339 65 4421896 4392458 29438 752419 735009 17410 PROG SUPPLIES/MATERIALS 7487022 7395016 19118 72888 EQUIPMENT 734538 701537 30307 2694 BAD DEBT EXPENSE 282367 282367 RECRUITMENT/RELOCATION 113940 101308 7016 5616 402312 358917 24102 19293 117081068 104248328 10516613 2316127 0 2487280 8096075 9892855 18175375 16998506 1923484 2428939 12202 12202 216255 885180 141636789 77120060 58303906 64516729 30292235 28464734 5360488 4733743 122380020 130420168 13796114 13980153 3873461 3734866 16721371 16245118 3289695 5626962 3525637 4470352 41206278 44057451 X 59909351 60344917 21264391 26017800 81173742 86362717 122380020 130420168 X 4499143 702030 -12198 X 0 1 X 1 1 1 X 66737269 59063995 55602410 70784977 64584535 316773186 66737269 59063995 55602410 70784977 64584535 316773186 316773186 1349235 2398739 3001893 2936924 2985724 12672515 384247 533322 9974325 390029 506388 11788311 341234012 179975149 0.92830 0.92710 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS SALES OF INVENTORY - 2020 AMOUNT: $ 1,842. 2021 AMOUNT: $ 52,410. 2022 AMOUNT: $ 49,387. 2023 AMOUNT: $ 60,064. 2024 AMOUNT: $ 82,018. LOCKERS / SALES TO THE PUBLIC ADMIN FEES - 2020 AMOUNT: $ 64,037. 2021 AMOUNT: $ 53,437. 2022 AMOUNT: $ 63,192. 2023 AMOUNT: $ 64,234. 2024 AMOUNT: $ 67,174. INSURANCE REIMBURSEMENTS - 2020 AMOUNT: $ 17,645. 2021 AMOUNT: $ 23,636. 2022 AMOUNT: $ 3,069. MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 300,723. 2021 AMOUNT: $ 403,839. 2022 AMOUNT: $ 338,431. 2023 AMOUNT: $ 265,731. 2024 AMOUNT: $ 357,196. SALE OF EASEMENT - 2022 AMOUNT: $ 9,520,246. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 0 0 0 0 0 PART II-B, LINE 1: THE YMCA OF SAN FRANCISCO HAS WRITTEN LETTERS TO LEGISLATORS IN SUPPORT OF STATE AND LOCAL LEGISLATION THAT IMPACTS THE CHILDREN AND ADULTS IN OUR COMMUNITY, AND HAS BEEN A PARTICIPANT IN EFFORTS TO WRITE, PASS, AND ENDORSE LEGISLATION RELATING TO FUNDING FOR PROGRAMS FOR YOUTH IN SAN FRANCISCO AS WELL AS LEGISLATION RELATED TO HEALTHY EATING. EXPENSES ARE DE MINIMIS AND NOT EASILY QUANTIFIABLE. THE YMCA OF SAN FRANCISCO WAS NOT INVOLVED IN ANY POLITICAL CAMPAIGNS. 22134364 297311 2624910 1048168 24008417 20199476 550778 2403864 1019754 22134364 19531747 1448 1338727 672446 20199476 22126003 -2491832 102424 19531747 14466543 4585041 3846338 652877 119042 22126003 0.97653 0.02347 0.00000 1 0 1231031 1231031 101139648 60094724 41044924 20136068 8377323 11758745 9826571 7233682 2592889 9303471 1414331 7889140 64516729 FINANCE LEASE OBLIGATIONS 1115514 LIABILITY TO TRUST BENEFICIARIES 116431 OPERATING LEASE LIABILITY 3084479 DEPOSITS 153928 4470352 X 123063232 702030 -12198 689832 122373400 -793189 -793189 121580211 117874257 793189 793189 117081068 0 117081068 PART V, LINE 4: THE PRINCIPAL OF THE ENDOWMENT FUND IS KEPT IN PERPETUITY AND A PERCENTAGE OF THE TRAILING 20 QUARTERS AVERAGE MARKET VALUE OF THE ENDOWMENT FUND IS DISTRIBUTED TO FUND PROGRAM ACTIVITIES OF THE ORGANIZATION. PART X, LINE 2: THE ASSOCIATION OPERATES AS A NONPROFIT ORGANIZATION AND HAS BEEN NOTIFIED BY THE TAXING AUTHORITIES THAT IT IS EXEMPT FROM FEDERAL INCOME AND STATE FRANCHISE TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA, RESPECTIVELY. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. THE ASSOCIATION HAD NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2025 OR 2024. THE ASSOCIATION FILES EXEMPT ORGANIZATION RETURNS AND, IF APPLICABLE, UNRELATED BUSINESS INCOME TAX RETURNS IN THE U.S. FEDERAL AND CALIFORNIA JURISDICTIONS. THERE IS NO UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED JUNE 30, 2025 AND 2024; AS SUCH, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF ASSETS HELD IN CHARITABLE TRUSTS -12,198. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -66,986. FUNDRAISING EVENT EXPENSES -615,756. RENTAL EXPENSES -110,447. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 66,986. FUNDRAISING EVENT EXPENSES 615,756. RENTAL EXPENSES 110,447. CHINATOWN LNY RUN 205705 204454 1251 0 0 0 1251 0 0 MISSION GOLF 185805 146083 39722 7000 3800 29032 24922 4000 7914 11 534393 452668 81725 254894 75055 6671 201217 925903 803205 122698 7000 3800 283926 101228 10671 209131 615756 -493058 1 FRIENDS OF SCHOOL OF THE ART FOUNDATION 424 PERSIA AVENUE SAN FRANCISCO CA 94112 943373066 501(C)(3) 209611 0 YOUTH EMPOWERMENT YMCA OF METRO ATLANTA INC 569 MARTIN LUTHER KING JR DRIVE NW ATLANTA GA 30314 580566253 501(C)(3) 158107 0 REACH AND RISE BUTLER COUNTY FAMILY YOUNG MENS CHRISTIAN ASSOCIATION 339 NORTH WASHINGTON STREET BUTLER PA 16001 250965619 501(C)(3) 146390 0 REACH AND RISE YMCA OF NEWARK AND VICINITY 600 BROAD STREET NEWARK NJ 07102 221552820 501(C)(3) 143191 0 REACH AND RISE YOUNG MEN'S CHRISTIAN ASSOCIATION OF CENTRAL MARYLAND INC 303 W CHESAPEAKE AVENUE BALTIMORE MD 21204 520591699 501(C)(3) 137661 0 REACH AND RISE OLD COLONY YOUNG MEN'S CHRISTIAN ASSOCIATION INC 320 MAIN STREET BROCKTON MA 02301 042125014 501(C)(3) 110136 0 REACH AND RISE HOT SPRINGS FAMILY YMCA 130 WERNER STREET HOT SPRINGS AR 71913 710236925 501(C)(3) 94474 0 REACH AND RISE YMCA OF METROPOLITAN FORT WORTH 512 LAMAR STREET SUITE 400 FORT WORTH TX 76102 750827471 501(C)(3) 80570 0 REACH AND RISE YMCA OF GREATER BIRMINGHAM 2401 20TH PLACE SOUTH BIRMINGHAM AL 35223 630299894 501(C)(3) 79243 0 REACH AND RISE THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF THE CAPITAL AREA 8704 JEFFERSON HIGHWAY SUITE B BATON ROUGE LA 70809 720408994 501(C)(3) 67284 0 BLACK HISTORY MONTH YOUNG MEN'S CHRISTIAN ASSOCIATION OF EAST TENNESSEE INC 616 JESSAMINE STREET KNOXVILLE TN 37917 620475700 501(C)(3) 49416 0 REACH AND RISE GATEWAY PUBLIC SCHOOLS 1430 SCOTT STREET SAN FRANCISCO CA 94115 943278357 501(C)(3) 29981 0 YOUTH EMPOWERMENT RICHMOND DISTRICT NEIGHBORHOOD CENTER INC 741 30TH AVENUE SAN FRANCISCO CA 94121 942684271 501(C)(3) 24823 0 YOUTH EMPOWERMENT HER IDEA SF 782 31ST AVENUE SAN FRANCISCO CA 94121 863603375 501(C)(3) 19978 0 YOUTH EMPOWERMENT SAN FRANCISCO STUDY CENTER INC 1663 MISSION STREET SUITE 310 SAN FRANCISCO CA 94103 942168838 501(C)(3) 13885 0 COMMUNITY SUPPORT BAY AREA COMMUNITY RESOURCES INC 11175 SAN PABLO AVENUE EL CERRITO CA 94530 942346815 501(C)(3) 10000 0 YOUTH EMPOWERMENT MISSION HIGH FOUNDATION 3750 18TH STREET SAN FRANCISCO CA 94114 474047243 501(C)(3) 9204 0 YOUTH EMPOWERMENT MISSION GRADUATES 3040 16TH STREET SAN FRANCISCO CA 94103 237172909 501(C)(3) 8681 0 YOUTH EMPOWERMENT THE SAN FRANCISCO CHAMBER OF COMMERCE FOUNDATION 235 MONTGOMERY STREET SUITE 760 SAN FRANCISCO CA 94104 943114015 501(C)(3) 8535 0 YOUTH EMPOWERMENT ENLIVEN LEARNING PARTNERS INC 3730 CLAY STREET SAN FRANCISCO CA 94118 883623712 501(C)(3) 8070 0 YOUTH EMPOWERMENT TAMARA WALKER (BURGE LLC) 1238 SHAFTER AVENUE SUITE C SAN FRANCISCO CA 94124 922668836 7500 0 UNITY PARADE LOWELL ALUMNI ASSOCIATION PO BOX 320009 SAN FRANCISCO CA 94132 946125408 501(C)(3) 7496 0 YOUTH EMPOWERMENT ABRAHAM LINCOLN HIGH SCHOOL PTSA 2162 24TH AVENUE SAN FRANCISCO CA 94116 946080909 501(C)(3) 7220 0 YOUTH EMPOWERMENT 22 1 CAR PAYMENT ASSISTANCE 2 2738 DMV ASSISTANCE 1 1913 FUNERAL COST ASSISTANCE 2 6695 GROCERIES AND FOOD ASSISTANCE 56 141829 HOUSING AND FURNITURE ASSISTANCE 9 11761 OTHER ASSISTANCE 20 37581 RENTAL ASSISTANCE 32 84521 UTILITIES ASSISTANCE 10 18591 PART I, LINE 2: THE YMCA OF SAN FRANCISCO (YMCASF) ISSUES GRANTS OR DISTRIBUTES A PORTION OF GRANT FUNDS TO OTHER YMCAS OR COMMUNITY-BASED ORGANIZATIONS (CBO). THERE ARE TWO METHODS THROUGH WHICH IT MONITORS THE USE OF GRANT FUNDS. FIRST, THE PROGRAM STAFF REGULARLY COMMUNICATES WITH THE YMCA/CBO GRANTEES AS IT CONDUCTS THE WORK FUNDED. SECOND, THE YMCASF TYPICALLY REQUIRES A REPORT ON USE OF FUNDING FROM THE YMCA/CBO GRANTEES. THE REPORT IS REQUEST AND STORED THROUGH THE DATA MANAGEMENT SYSTEM. REPORTS REQUEST INFORMATION ABOUT HOW THE YMCA/CBO USED THE GRANT FUNDS, INCLUDING ACTIVITIES CONDUCTED, PROGRESS TOWARD OBJECTIVES, AND OUTCOMES. IN SOME CASES, YMCASF REQUIRES A DETAILED ACCOUNTING OF HOW OTHER YMCAS OR CBOS ALLOCATED THE GRANT FUNDS AND WHETHER ANY OF THESE FUNDS REMAIN. THIS REPORT TYPICALLY INCLUDES FINANCIAL RECORDS WITH BACK-UP DOCUMENTATION (INCLUDING PAYROLL RECORDS, BENEFIT REPORTS, AND MISCELLANEOUS EXPENSE DOCUMENTATION AND RECEIPTS FROM VENDORS). YMCASF ALSO HAS AVAILABLE A VARIETY OF BARRIER REMOVAL AWARDS THAT PROVIDE GOODS AND SERVICES TO ALLOW COMMUNITY RESIDENTS TO OVERCOME OBSTACLES TO SELF-SUFFICIENCY. SENIOR COMMUNITY DEVELOPMENT STAFF ASSESSES EACH APPLICATION ON ITS OWN MERIT PRIOR TO MAKING AN AWARD. AWARD AMOUNTS ARE DEPENDENT ON AVAILABLE FUNDING EACH YEAR; THERE IS NO GUARANTEED OR SET AMOUNT FOR EACH AWARD EACH YEAR. BARRIER REMOVAL AWARDS ARE CAPPED AT $1,000 PER RECIPIENT. RECIPIENTS OF AWARDS ARE MONITORED FOR APPROPRIATE USE OF RESOURCES. TYPICAL BARRIER REMOVAL FUNDS ARE UTILIZED FOR CHILD-CARE SUPPORT, DELINQUENT RENT, PAST DUE UTILITY BILLS, AND OTHER EXPENSES ASSOCIATED WITH FINDING EMPLOYMENT. X X X X X 0 0 0 0 0 0 0 0 0 JAMIE BRUNING-MILES PRESIDENT & CEO 489560 0 0 0 0 0 51912 0 17563 0 559035 0 0 0 WESLEY CHIP RICH SVP & CO-COO 276093 0 0 0 0 0 34386 0 7290 0 317769 0 0 0 MITTIE GRIGSBY SVP & CFO / TREASURER 252525 0 0 0 0 0 33335 0 17551 0 303411 0 0 0 TAKIJA GARDNER SVP, GOV'T RELATIONS & EXT AFFAIRS 238892 0 0 0 0 0 29888 0 17563 0 286343 0 0 0 CHRIS MCCOMIC VP, PROPERTY DEVELOPMENT 225872 0 0 0 0 0 28499 0 17563 0 271934 0 0 0 ERIN CLARK SVP & CO-COO 246960 0 0 0 0 0 0 0 17347 0 264307 0 0 0 CHAD NICO HIU SVP, STRATEGY, EQUITY, AND IMPACT 215642 0 0 0 0 0 30493 0 17563 0 263698 0 0 0 MARCOS SANTIAGO CAO & SVP, MRKTG/COMMS (THRU 6/2025) 219598 0 0 0 0 0 4148 0 12146 0 235892 0 0 0 RICH HILLEBRECHT VP, TECHNOLOGY 210033 0 0 0 0 0 0 0 12098 0 222131 0 0 0 INGRID FREED VP, HR & PEOPLE SERVICES 180268 0 0 0 0 0 24765 0 12163 0 217196 0 0 0 RACHEL DEL MONTE VP, MEMBERSHIP EXP (THRU 12/2024) 159728 0 0 0 18282 0 26374 0 12163 0 216547 0 0 0 ROSANNA GOMEZ AVP, LEADERSHIP DEV & INT'L RELATION 176640 0 0 0 0 0 22215 0 12163 0 211018 0 0 0 MANUEL RODRIGUEZ SENIOR EXECUTIVE DIRECTOR 168234 0 0 0 0 0 21581 0 12163 0 201978 0 0 0 KARI LEE AVP OPERATIONS & GDEI 167810 0 0 0 0 0 22073 0 11674 0 201557 0 0 0 CHRISTINA PINHEIRO CHIEF PEOPLE OFFICER 184067 0 0 0 0 0 0 0 17347 0 201414 0 0 0 LAUREN CLAPPERTON AVP, HEALTH INITIATIVES & COMMUNITY 167336 0 0 0 0 0 20946 0 12153 0 200435 0 0 0 LARA HITCHCOCK AVP, PEOPLE STRATEGY 164938 0 0 0 0 0 21520 0 12163 0 198621 0 0 0 MARISSA COWAN VP, CHILD & YOUTH DEVELOPMENT 170146 0 0 0 0 0 22971 0 1890 0 195007 0 0 0 WENDY TANG SR. DIRECTOR, FP&A AND COMPLIANCE 159511 0 0 0 0 0 19223 0 12153 0 190887 0 0 0 EVELYN DASKALAKIS VP, SOCIAL SERVICES & MENTAL HEALTH 166766 0 0 0 0 0 8085 0 12163 0 187014 0 0 0 PHILIP MARABANTE DIR OF IT INFRASTRUCTURE & WORKFORCE 168946 0 0 0 0 0 0 0 12142 0 181088 0 0 0 A CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK 630304653 2018-02-15 19715588 REFUND BONDS ORIGINALLY ISSUED ON 8/16/2010 AND 12/7/2012; SWAP TERMINATION 0 0 0 A 3289545 19715588 272396 19443192 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK DATE THE REBATE COMPUTATION WAS PERFORMED: 04/04/2025 X 17 476869 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED (DEFINED AS EACH SEPARATE CONTRIBUTION RATHER THAN EACH SEPARATE SHARE) IN SCHEDULE M, PART I, COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS COMPLETED BY AN INDEPENDENT TAX ACCOUNTANT IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING AND FINANCE DEPARTMENT; ADJUSTMENTS ARE MADE, AS NECESSARY. THE FORM 990 IS THEN PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS AND REVIEWED FORMALLY AT AN AUDIT COMMITTEE MEETING. FOLLOWING THIS REVIEW, A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS OF REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH COVERS ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS, AND KEY EMPLOYEES. THE POLICY REQUIRES ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES TO ANNUALLY REVIEW AND ADHERE TO THE POLICY, AND TO COMPLETE AND SIGN A CONFIDENTIAL CONFLICT OF INTERESTS STATEMENT AND RETURN IT TO THE PRESIDENT'S OFFICE OR TO THE CHAIRPERSON OF THE BOARD; THE PRESIDENT AND CHAIRPERSON ANNUALLY MAKE A REPORT TO THE EXECUTIVE COMMITTEE BASED ON THE DISCLOSURE FORMS SUBMITTED. UNDER THE POLICY, DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE (IN WRITING) TO THE BOARD OF DIRECTORS SITUATIONS WHICH MAY GIVE RISE TO POTENTIAL CONFLICTS OF INTEREST; INCLUDED IN SUCH DISCLOSURE ARE SIGNIFICANT FACTS AND CIRCUMSTANCES OF THE POTENTIAL CONFLICT AND ANY OTHER INFORMATION WHICH COULD ASSIST THE BOARD IN MAKING A DETERMINATION ON WHETHER A CONFLICT OF INTEREST EXISTS. AFTER DISCLOSURE OF A POTENTIAL OF INTEREST OR ANY OTHER CONDITION THAT MAY BECOME A CONFLICT IN THE FUTURE AND ALL MATERIAL FACTS, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. THE INTERESTED PERSON IS ALLOWED TO MAKE A PRESENTATION AT THE BOARD OF DIRECTORS OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, S/HE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE OF CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE YMCA OF SAN FRANCISCO'S CHIEF HUMAN RESOURCES OFFICER/CPO ORGANIZES THE YMCA OF SAN FRANCISCO'S EXECUTIVE COMPENSATION ANALYSIS. THE CHIEF HUMAN RESOURCES OFFICER/CPO PROVIDES RELEVANT MARKET SALARY ANALYSIS AND COMPARISONS FOR THE CEO, OTHER OFFICERS, KEY EMPLOYEES, AND OTHER HIGHLY COMPENSATED EMPLOYEES TO THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL; THE EXECUTIVE COMPENSATION COMMITTEE LAST MET ON JUNE 11, 2025. THE ANALYSIS INCLUDES: (I) NATIONAL COMPENSATION GUIDELINES PROVIDED BY THE YMCA OF THE USA; (II) LOCAL MARKET INFORMATION; (III) LOCAL NOT-FOR-PROFIT INFORMATION; (IV) INDEPENDENT EXECUTIVE COMPENSATION CONSULTANTS WHO DO A FULL MARKET ANALYSIS FOR FOR-PROFIT AND NON-PROFIT EXECUTIVE COMPENSATION, AND (V) NATIONAL, REGIONAL, AND LOCAL YMCA AND OTHER NON-PROFIT EXECUTIVE BENCHMARKING. AFTER THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS ALL RELEVANT SALARY ANALYSIS, THE COMMITTEE CHAIR GIVES THEIR RECOMMENDATIONS TO THE BOARD OF DIRECTORS, WHO APPROVES THE CEO'S COMPENSATION, INCENTIVE, AND BENEFITS. THE EXECUTIVE COMPENSATION COMMITTEE ALSO REVIEWS AND APPROVES THE COMPENSATION OF OTHER OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES UTILIZING: (I) NATIONAL COMPENSATION GUIDELINES PROVIDED BY THE YMCA OF THE USA; (II) LOCAL MARKET INFORMATION; (III) LOCAL NOT-FOR-PROFIT INFORMATION; (IV) INDEPENDENT EXECUTIVE COMPENSATION CONSULTANTS WHO DO A FULL MARKET ANALYSIS FOR FOR-PROFIT AND NON-PROFIT EXECUTIVE COMPENSATION, AND (V) NATIONAL, REGIONAL, AND LOCAL YMCA AND OTHER NON-PROFIT EXECUTIVE BENCHMARKING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF ASSETS HELD IN CHARITABLE TRUSTS -12,198. CHARITABLE REMAINDER TRUSTS (3) CHARITABLE GIVING CA YMCA SAN FRANCISCO 1 CHARITABLE GIFT ANNUITIES (8) CHARITABLE GIVING CA YMCA SAN FRANCISCO 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0