2015 ANNUAL REPORT | YMCA of Greater Boston

FOR A BETTER US.™

THE Y.™

Throughout greater Boston, families and individuals are finding out that the YMCA is more than meets the eye. While some seek health and wellness, others depend on the Y for early education, fellowship, support and even daily meals. We positively impact the lives of more than 150,000 individuals each year, inspiring hope for a bright tomorrow. From infants, to teens, parents and seniors, the Y provides a place where everyone can reach his or her fullest potential.

In 2015, the YMCA of Greater Boston continued its legacy of building and maintaining strong partnerships. For example, our partnership with Sun Life Financial and the Boston Celtics grew to include two signature programs designed to raise awareness of, and raise funds in support of, our YMCA Diabetes Prevention Program (YDPP). The Sun Life Dunk for Diabetes program, in partnership with the Boston Celtics, raised $95,000 for the Y, and has provided over $367,000 in funding for YDPP since the program began.

The Y continues to aggressively address the achievement gap. During the summer of 2015, we partnered with BELL (Building Educated Leaders for Life) Power Scholars Academy. This program provided children, K-8, with a curriculum that focused on math and literacy, while also providing fun camp activities. Our Power Scholars Academy set high expectations and provided “scholars” with the resources to meet them. We are expanding this program to serve more children in 2016.

Consistent with our commitment to provide our communities with world-class facilities, the redevelopment of the Parkway Community YMCA (formerly the West Roxbury YMCA) was completed in June 2016. We are excited and pleased to be able to extend our services and programs to more families and individuals in the “Parkway” communities and believe this state-of-the-art YMCA will serve the needs of our members, and the community, for many years to come.

Thanks to our generous donors, members and partners, the Y has provided uplifting opportunities to many across Greater Boston. Inside our Annual Report, you will find a small sampling of the Y’s important work in 2015. Thank you for your support and commitment to our organization and to the greater Boston community. We look forward to continuing our partnerships in order to deepen our impact on the lives, and in the communities, we are blessed to serve.

Sincerely,

James O’S. Morton, Esq.President & CEO

Elizabeth B. BurnettBoard Chair 2015

DEAR FRIENDS,

WHILE YOU’RE LIFTING

The YMCA of Greater Boston’s youth development programs are impacting tens of thousands of children and teens each year. From our high quality early education programs, to summer camps, to our teen programs, the Y is there for our kids at every stage of development.

THEY’RE LEARNING

Helped 123 high school students graduate through YMCA Academic Credit Recovery Centers.

Distributed 14,811 free “Get Summer” memberships to teens across Boston.

Engaged over 35,000 youth under the age of 18, from swim classes to college preparation.

Nurtured Boston’s children at our 83 child development programs, serving children of all ages.

Ensured that over 5,000 youth participated in literacy activities in our summer day camps.

“I am a single mom. I balance a very busy schedule but I also

want to provide innovative extra-curricular opportunities

for my kids. By enrolling my children in the summer day camp at the YMCA, I was able to maintain my employment and

give a great summer experience to my children.”

SASHA, OAK SQUARE YMCA MEMBER

WHILE YOU’RE STRETCHING

HE’S STRIVINGChronic diseases and conditions like type 2 diabetes, obesity and heart disease are common, expensive to treat, but preventable. According to the Centers for Disease Control and Prevention, chronic diseases are responsible for 7 of 10 deaths each year. The Y is working to make sure that underserved populations have access to healthy living strategies by expanding our range of prevention programs. The Y is doing our part to make Boston a healthier place for all of us.

Served 247 cancer survivors at seven sites through LIVESTRONG at the YMCA and The Pink Program.

Added over 3,000 new membership card holders across the Association.

Introduced a new personal training model in our branches to make it more affordable and effective.

Improved the lives of over 650 people with high blood pressure in under-served communities through the REACH (Racial and Ethnic Approach to Community Health) grant.

Expanded the YMCA Diabetes Prevention Program from 3 sites to 7 with the help of Boston Medical Center Health Net Plan, Sun Life Financial and the Boston Celtics.

“I look forward to my bi-weekly session with the other Pink Ladies

at the YMCA. The trainers are amazing and patient, and every

week is new and different. I never miss it. It’s such a supportive environment to be around.”

“I look forward to my bi-weekly session with the other Pink Ladies

at the YMCA. The trainers are amazing and patient, and every

week is new and different. I never miss it. It’s such a supportive environment to be around.” SANDY, BURBANK YMCA PINK PROGRAM PARTICIPANT

The Pink Program helps breast cancer survivors regain their strength after treatment.

WHILE YOU’RE RUNNING

Our Ys are the cornerstone of community life, where families and individuals can find health, support and belonging. In 2015 the renovation of the Parkway Community YMCA (formerly the West Roxbury YMCA) began. The updated building has the capacity to serve more than 10,000 members.

WE’RE REVITALIZING

“The opening of the new Parkway Community YMCA

facility will allow our volunteers and staff to offer more services and programs to the many people who belong to our Y family.”

Served 150,000 individuals across our branches, programs and services.

Engaged over 900 volunteers to strengthen the foundations of their community.

Gave over $7 million in financial assistance.

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JIM HENNIGAN, PARKWAY COMMUNITY YMCA BOARD CHAIR

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ER LEVEL Distributed 489,390 meals to fight food insecurity at 72 sites across Boston.

Provided our English for Speakers of Other Languages program to over 800 individuals.

MANAGEMENT TEAMJames O’S. Morton, Esq.President & CEO

Donny BautzVice President – Membership & Program Development

Ed DahlstedtVice President – Facility Management

Donna DesmondVice President – Finance & Chief Accounting Officer

Craig HeinrichsExecutive Vice President & Chief Operating Officer

Paul E. MantellVice President – Human Resources

Jarrett RoysterSenior Vice President – Operations

Craig SchultzeVice President & Chief Information Officer

Mark StraubelSenior Vice President – Operations

Ann C. TikkanenExecutive Vice President & Chief Financial Officer

Amy TurnerSenior Vice President – Child Development & Out of School Time

Elizabeth ToledoSenior Vice President – Operations

Wendy ZinnVice President – Academic Advancement & Partnerships

YMCA ACHIEVERSKevin Foster, Co-ChairLydia Greene, Co-Chair

BURBANK YMCAMelissa Roberto, Chair

YMCA CAMPING SERVICESMary Wendel, MD, Chair

CHARLES RIVER YMCAJoshua L. Solomon, Esq., Chair

CHARLESTOWN YMCAPete Kershaw, Chair

DORCHESTER YMCABill Howland, Chair

EAST BOSTON YMCASal DiStefano, Chair

EDUCATION & TRAINING YMCAHenry Connors, Chair

HUNTINGTON AVENUE YMCAFrancois Fils-Aime, Chair

NORTH SUBURBAN YMCAJeremy Baker, Chair

OAK SQUARE YMCAJack Ryan, Chair

PARKWAY COMMUNITY YMCAJames W. Hennigan III, Chair

ROXBURY YMCAKenneth Willis, Chair

THOMAS M. MENINO YMCAMarilynne Smith Quarcoo, Chair

WALTHAM YMCAJerrell Engermann, Chair

WANG YMCABak Fun Wong, Ph.D, Chair

2015 BRANCH BOARD LEADERSHIP

MEMBERSMark S. AinFounderKronos Incorporated

Hope A. AldrichPresident & CEOEastern Insurance Group LLC

Richard H. AldrichPartnerLongwood Fund

Brant BinderConsultantJUNO Therapeutics

Kevin J. BlakePartner and Senior Vice PresidentWellington Management Company, LLP

Daniel F. ConleySuffolk County District Attorney

Donald E. ConoverOwnerConover & Associates LLC

C. Michael DaleyCommunity Volunteer

David A. DamassaProfessor of Integrative Physiology and PathobiologyTufts University School of Medicine

Kevin A. FosterSenior Product Marketing ManagerProgress Software

David G. FubiniDirector Emeritus McKinsey & CompanyFaculty Member Harvard Business School

George GilmerCommunity Volunteer

Nancy D. GlennonRegional Vice PresidentLiberty Mutual

Michelle W. HechtSenior Vice President, Head of Strategic CommunicationsRBS Citizens Financial Group, Inc.

André JohnsonVice President, IT Technology ServicesEMC Corporation

Robert E. KenneyPresident/PrincipalKenney Development Company Inc.

Teresa K. KosterDivision PresidentGallagher Student Health & Special Risk

CHAIRElizabeth B. BurnettMember, LitigationMintz, Levin, Cohn, Ferris,Glovsky & Popeo P.C.

VICE CHAIRS

William I. HuyettDirector EmeritusMcKinsey & Company

Evelyn KauppTax PartnerDeliotte Tax LLP

Brian H. KavoogianPresidentCharles River Realty Investors, LLC

TREASURERC. Ann MerrifieldLife Sciences Director and Advisor

Kevin F. MaloneMarket PresidentTD Bank

Matt McPherronPresidentMVM Asset Management

Tara MurphyExecutive Vice President, HealthcareWeber Shandwick

Charlayne Murrell-SmithVice President External Relations & Corporate Development Boston Children’s Museum

Jack R. O’ConnorPrincipalJRO Associates

Jill W. OnderdonkAffordable Housing Consultant

William M. ParentPresident & CEOBlue Hills Bank

Dave PorterManaging PartnerBaystate Financial

Jonathan SavoyAssistant Vice PresidentThe TJX Companies

Cynthia L. StraussCommunity Volunteer

Nancy StuartChief Operating OfficerConcert Pharmaceuticals, Inc.

Alan W. TuckSenior AdvisorThe Bridgespan Group

Kate WalshPresident & CEOBoston Medical Center

Frederick A. WangCommunity Volunteer

Richard C. WatersPresident, CEO and Research FellowMitsubishi Electric Research Laboratories

Faith S. WeinerSenior Director Community RelationsCVS Health

M. David WilkinsVice President, Contracts and Supply ChainRaytheon Company

2015 GENERAL BOARD

Unrestricted Temporarily Restricted

Permanently Restricted

Total2015

SUPPORT Sustaining contributions $ 2,438,451 - - 2,438,451 United Way 234,143 207,778 - 441,921 Other contributions and special events 2,807,406 320,854 - 3,128,260 Total support 5,480,000 528,632 - 6,008,632

REVENUE Program fees, including camping 27,353,129 - - 27,353,129 Residence fees and facility rentals 1,174,075 - - 1,174,075 Membership dues and joining fees 24,891,550 - - 24,891,550 Contract and grant revenues 10,522,045 - - 10,522,045 Other revenues 1,033,248 - - 1,033,248 Investment income used in operations, net 556,212 - - 556,212 Net assets released from restriction 825,873 (825,873) - - Total revenue 66,356,132 (825,873) - 65,530,259 Total support and revenue 71,836,132 (297,241) - 71,538,891

EXPENSES Salaries, wages and other employment costs 42,823,810 - - 42,823,810 Contract and professional services 1,521,290 - - 1,521,290 Supplies, telephone, and postage 4,241,545 - - 4,241,545 Occupancy, transportation, and related costs 13,166,994 - - 13,166,994 Depreciation and amortization 4,593,239 - - 4,593,239 Other costs and expenses 5,221,109 - - 5,221,109 Total expenses (loss) 71,567,987 - - 71,567,987

Operating income (loss) 268,145 (297,241) - (29,096)

OTHER REVENUES (EXPENSES) AND CHANGES Contributions for long-term investment 12,000 - 7,085 19,085 Capital contributions, net - (141,368) - (141,368) Contribution (loss) - Beneficial interest in trust - - (61,880) (61,880) Net assets released - capital 2,396,303 (2,396,303) - - Reinvested return on investments (313,579) (897,125) - (1,210,704) Change in fair value on interest rate swap agreement 117,932 - - 117,932

Total other revenues 2,212,656 (3,434,796) (54,795) (1,276,935) Total change in net assets 2,480,801 (3,732,037) (54,795) (1,306,031)

Net assets, beginning of year 60,054,505 11,244,494 5,009,695 76,308,694 Net assets, end of year 62,535,306 7,512,457 4,954,900 75,002,663

Consolidated Statement of Activities Year ended December 31, 2015

2015 2014

ASSETSCash and cash equivalents $ 3,288,353 3,808,266Board designated - debt repayment fund 200,000 100,000Funds held by third party 8,959,107 1,460,977Accounts receivable, net 1,729,411 2,531,167 Contributions receivable, net 1,346,642 1,828,657 Investments: Other investments 510 5,133,905 Endowments 13,245,995 14,529,822 Beneficial interest in perpetual trust 756,797 818,677 Construction in progress 19,586,384 10,163,660 Property, plant and equipment net of accumulated depreciation 97,340,334 98,617,070 Other assets 235,384 1,129,427

Total assets $ 146,688,917 140,121,628

LIABILITIES AND NET ASSETSAccounts payable and accrued expenses 7,003,096 7,582,123 Deferred revenue 411,119 930,368 Asset retirement obligation 264,936 406,800 Interest rate swap obligation 3,001,219 3,119,151 Notes payable 7,361,656 7,269,313 Mortgages and interest payable 4,575,990 4,324,898 Bonds payable 49,068,238 40,180,281

Total liabilities 71,686,254 63,812,934 Net assets: Unrestricted 62,535,306 60,054,505 Temporarily restricted 7,512,457 11,244,494 Permanently restricted 4,954,900 5,009,695 Total net assets 75,002,663 76,308,694

Total liabilities and net assets $ 146,688,917 140,121,628

Consolidated Statements of Financial PositionDecember 31, 2015 and 2014

THANK YOU TO OUR 2015 DONORS! ymcaboston.org/ymcadonors

OUR YMCAsCity of Boston

CHARLESTOWN YMCACharlestown

DORCHESTER YMCADorchester

EAST BOSTON YMCA East Boston

HUNTINGTON AVENUE YMCA Boston

OAK SQUARE YMCA Brighton

PARKWAY COMMUNITY YMCA West Roxbury

ROXBURY YMCA Roxbury

THOMAS M. MENINO YMCA Hyde Park

WANG YMCA OF CHINATOWNBoston

Neighboring CommunitiesBURBANK YMCA Reading

CHARLES RIVER YMCA Needham

NORTH SUBURBAN YMCA Woburn

WALTHAM YMCA Waltham

Like us on Facebook: YMCABoston

ymcaboston.orgFollow the Movement: @YMCA_Boston

The YMCA of Greater Boston is dedicated to improving the health of mind, body and spirit of individuals and families in our communities. We welcome men and women, boys and girls of all incomes, faiths and cultures.

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Signature ProgramsYMCA ACHIEVERS Egleston Square

YMCA CAMPING SERVICES Lake Winnipesaukee, NH

YMCA TRAINING, INC.Boston

YMCA INTERNATIONAL LEARNING CENTERBoston

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off site program location