2026-09-01T14:53:27-05:00 2025-12-31 232108173 RKL LLP 102 PICKERING WAY STE 300 EXTON PA 19341 990 2025-01-01 231365994 YMCA OF GREATER BRANDYWINE YMCA 6106439622 ONE EAST CHESTNUT STREET WEST CHESTER PA 19380 BERTRAM L LAWSON II PRESIDENT & CEO 6106439622 2026-08-26 1 STEPHANIE E KANE CPA P01275157 4848742200 2026-08-26 2025 BERTRAM L LAWSON II ONE EAST CHESTNUT STREET WEST CHESTER PA 19380 68708183 0 X WWW.YMCAGBW.ORG X 1892 PA TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND, AND BODY FOR ALL. 32 32 2290 5015 0 0 1618449 2834846 44130976 47543029 1497702 2833196 668697 630354 47915824 53841425 2577483 2796029 0 0 29217365 31298339 0 0 549768 17875468 18879952 49670316 52974320 -1754492 867105 83318196 81711052 31489306 30144398 51828890 51566654 X TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND, AND BODY FOR ALL. 0 0 11648646 626941 12944226 CHILDCARE - BEHIND EVERY CHILDCARE PROGRAM AT THE YMCA IS A CHILD GAINING CONFIDENCE, A FAMILY FINDING STABILITY, AND A COMMUNITY GROWING STRONGER. EACH DAY, CHILDREN ACROSS OUR YMCA LOCATIONS ARE LEARNING, BUILDING FRIENDSHIPS, DEVELOPING LIFE SKILLS, AND DISCOVERING A PLACE WHERE THEY BELONG IN A SAFE AND SUPPORTIVE ENVIRONMENT.FOR MANY FAMILIES, YMCA CHILDCARE PROGRAMS ARE MORE THAN CONVENIENCE THEY ARE ESSENTIAL SUPPORT SYSTEMS THAT ALLOW PARENTS TO WORK, CHILDREN TO THRIVE, AND FAMILIES TO STAY CONNECTED TO RESOURCES AND OPPORTUNITIES THEY MAY NOT OTHERWISE HAVE ACCESS TO. THROUGH SCHOLARSHIPS AND FINANCIAL ASSISTANCE, THE YMCA REMAINS COMMITTED TO ENSURING THAT EVERY CHILD HAS THE OPPORTUNITY TO LEARN, GROW, AND SUCCEED REGARDLESS OF FINANCIAL CIRCUMSTANCE. 10163527 2034016 26439105 MEMBERSHIP - THE YMCA OF GREATER BRANDYWINE IS COMMITTED TO STRENGTHENING THE FOUNDATIONS OF COMMUNITY BY WELCOMING INDIVIDUALS AND FAMILIES OF ALL BACKGROUNDS TO BELONG, CONNECT, AND THRIVE. AS A MISSION-DRIVEN MEMBERSHIP ORGANIZATION, WE PROVIDE SAFE, SUPPORTIVE, AND AFFORDABLE SPACES WHERE PEOPLE CAN BUILD HEALTHY SPIRIT, MIND, AND BODY WHILE DEVELOPING MEANINGFUL RELATIONSHIPS AND A SENSE OF BELONGING.ROOTED IN VALUES OF CARING, HONESTY, RESPECT, AND RESPONSIBILITY, THE YMCA ENCOURAGES MEMBERS AND PARTICIPANTS TO GROW IN CONFIDENCE, LEADERSHIP, AND OVERALL WELL-BEING. FAMILIES REPRESENT THE LARGEST SEGMENT OF YMCA MEMBERSHIP, AND WE ARE PROUD TO PROVIDE OPPORTUNITIES FOR FAMILIES TO SPEND MEANINGFUL TIME TOGETHER THROUGH PROGRAMS, WELLNESS ACTIVITIES, FAMILY EVENTS, YOUTH ENGAGEMENT OPPORTUNITIES, AND SHARED EXPERIENCES THAT STRENGTHEN CONNECTIONS ACROSS GENERATIONS.FROM FAMILY FITNESS CLASSES AND RECREATIONAL PROGRAMS TO COMMUNITY EVENTS AND YOUTH DEVELOPMENT INITIATIVES, YMCA MEMBERSHIP CREATES OPPORTUNITIES FOR INDIVIDUALS AND FAMILIES TO LEARN, GROW, AND SUPPORT ONE ANOTHER. THROUGH THESE EXPERIENCES, THE YMCA CONTINUES ITS COMMITMENT TO FOSTERING HEALTHIER FAMILIES, STRONGER RELATIONSHIPS, AND MORE CONNECTED COMMUNITIES. 8392614 135072 1288317 HEALTH & WELLNESS - THE YMCA OF GREATER BRANDYWINE IS COMMITTED TO IMPROVING THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE BY PROVIDING ACCESSIBLE, INCLUSIVE, AND SUPPORTIVE OPPORTUNITIES FOR INDIVIDUALS AND FAMILIES TO STRENGTHEN SPIRIT, MIND, AND BODY. AS A LEADING COMMUNITY-BASED ORGANIZATION FOCUSED ON HEALTH, THE YMCA CREATES WELCOMING SPACES WHERE PEOPLE OF ALL AGES, BACKGROUNDS, ABILITIES, AND INCOME LEVELS CAN PURSUE HEALTHIER LIFESTYLES AND BUILD MEANINGFUL CONNECTIONS.THROUGH WELLNESS PROGRAMS, GROUP EXERCISE, SPORTS, CHRONIC DISEASE PREVENTION INITIATIVES, AQUATIC PROGRAMMING, AND COMMUNITY ENGAGEMENT OPPORTUNITIES, THE YMCA HELPS INDIVIDUALS AND FAMILIES DEVELOP HEALTHY HABITS, REDUCE ISOLATION, AND IMPROVE OVERALL QUALITY OF LIFE. IN A TIME WHEN COMMUNITIES CONTINUE TO FACE CHALLENGES RELATED TO PHYSICAL HEALTH, MENTAL WELL-BEING, AND WORK-LIFE BALANCE, THE YMCA REMAINS DEDICATED TO PROVIDING AFFORDABLE PROGRAMS AND SUPPORTIVE ENVIRONMENTS THAT HELP PEOPLE THRIVE.BY FOSTERING CONNECTION, ENCOURAGING ACTIVE LIVING, AND PROMOTING OVERALL WELLNESS, THE YMCA CONTINUES ITS MISSION OF BUILDING HEALTHIER INDIVIDUALS, STRONGER FAMILIES, AND MORE VIBRANT COMMUNITIES FOR ALL. 7075871 0 3123821 AQUATICS PROGRAMS AT THE YMCA OF GREATER BRANDYWINE DO FAR MORE THAN TEACH INDIVIDUALS HOW TO SWIM THEY BUILD CONFIDENCE, PROMOTE SAFETY, STRENGTHEN HEALTH, AND CREATE LIFELONG OPPORTUNITIES FOR CONNECTION AND GROWTH. ROOTED IN THE YMCA'S MISSION TO STRENGTHEN SPIRIT, MIND, AND BODY, OUR AQUATICS PROGRAMS HELP CHILDREN AND ADULTS DEVELOP CRITICAL WATER SAFETY SKILLS WHILE ENCOURAGING HEALTHY LIVING THROUGH PHYSICAL ACTIVITY AND RECREATION.THROUGH SWIM LESSONS, WATER SAFETY EDUCATION, COMPETITIVE AND RECREATIONAL PROGRAMS, AND THERAPEUTIC AQUATIC OPPORTUNITIES, PARTICIPANTS GAIN CONFIDENCE, TEAMWORK, LEADERSHIP SKILLS, AND A SENSE OF ACCOMPLISHMENT BOTH IN AND OUT OF THE WATER. THE YMCA REMAINS COMMITTED TO ENSURING ACCESS FOR ALL BY PROVIDING AFFORDABLE PROGRAMMING AND FINANCIAL ASSISTANCE SO THAT EVERY INDIVIDUAL AND FAMILY HAS THE OPPORTUNITY TO SAFELY PARTICIPATE, BELONG, AND THRIVE. 7024302 3747560 THE YMCA OF GREATER BRANDYWINE IS COMMITTED TO HELPING EVERY CHILD AND TEEN REACH THEIR FULL POTENTIAL BY PROVIDING SAFE, SUPPORTIVE, AND ENGAGING ENVIRONMENTS WHERE YOUNG PEOPLE CAN LEARN, GROW, AND BELONG. THROUGH YOUTH SPORTS, ENRICHMENT PROGRAMS, LEADERSHIP DEVELOPMENT, AND TEEN INITIATIVES, THE YMCA HELPS BUILD CONFIDENCE, CHARACTER, HEALTHY HABITS, AND LIFELONG VALUES SUCH AS TEAMWORK, RESPECT, RESPONSIBILITY, AND PERSEVERANCE.YMCA YOUTH SPORTS EMPHASIZE PARTICIPATION, INCLUSION, AND PERSONAL GROWTH, ENSURING THAT EVERY CHILD HAS THE OPPORTUNITY TO PLAY, CONTRIBUTE, AND SUCCEED. THESE PROGRAMS ALSO STRENGTHEN FAMILIES AND COMMUNITIES BY BRINGING PARENTS, SIBLINGS, COACHES, AND VOLUNTEERS TOGETHER THROUGH SHARED EXPERIENCES AND SUPPORT.TEEN PROGRAMS PROVIDE CRITICAL OPPORTUNITIES FOR ADOLESCENTS TO BUILD LEADERSHIP SKILLS, DEVELOP POSITIVE RELATIONSHIPS, AND ENGAGE IN MEANINGFUL ACTIVITIES DURING OUT-OF-SCHOOL HOURS. THROUGH THESE EXPERIENCES, YOUNG PEOPLE GAIN CONFIDENCE, IMPROVE SOCIAL AND EMOTIONAL WELL-BEING, AND DEVELOP THE SKILLS NEEDED TO BECOME HEALTHY, ENGAGED, AND RESPONSIBLE MEMBERS OF THE COMMUNITY. 14100173 0 6871381 44304960 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 75 0 1 2290 1 0 0 0 0 0 0 0 0 0 0 0 0 X 32 32 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 PA X X YMCA OF GREATER BRANDYWINE 6106439622 ONE EAST CHESTNUT STREET WEST CHESTER PA 19380 HUGH ALGEO MEMBER 1.00 X 0 0 0 BRENDA ALLEN MEMBER 1.00 X 0 0 0 KATIE ANGSTDT MEMBER 1.00 X 0 0 0 KENT BALDWIN MEMBER, KT BOARD CHAIR 3.00 X 0 0 0 JAY BELLWOAR MEMBER, EXECUTIVE COMMITTE 3.00 X 0 0 0 MIKE BERARDI MEMBER 1.00 X 0 0 0 ERIC DAUGHERTY MEMBER 1.00 X 0 0 0 JIM FOX MEMBER 1.00 X 0 0 0 JEANNE FRANKLIN MEMBER 1.00 X 0 0 0 AL FULLER MEMBER 1.00 X 0 0 0 ERIC GIBSON MEMBER 1.00 X 0 0 0 RODNEY GOLDSTON MEMBER 1.00 X 0 0 0 TROY GUNDEN MEMBER 1.00 X 0 0 0 GARY HAYES MEMBER, JV BOARD CHAIR 3.00 X 0 0 0 SCOTT HEINERICHS MEMBER, CHAIR 3.00 X X 0 0 0 STEVE HOLMAN MEMBER, EXECUTIVE COMMITTE 3.00 X 0 0 0 PATICK KINZELER MEMBER, CV BOARD CHAIR 3.00 X 0 0 0 DUANE KELLY MEMBER, LV BOARD CHAIR 3.00 X 0 0 0 TIM KRALL MEMBER, OLY BOARD CHAIR 3.00 X 0 0 0 ATUL MALHOTRA MEMBER 1.00 X 0 0 0 ED MCASSEY MEMBER, TREASURER 3.00 X X 0 0 0 MIKE MCLELLAND MEMBER, EXECUTIVE COMMITTE 3.00 X 0 0 0 ERIC MILLER MEMBER 1.00 X 0 0 0 RADHA PYATI MEMBER 1.00 X 0 0 0 MEG SARGENT MEMBER, UMLY BOARD CHAIR 3.00 X 0 0 0 LAUREN SCUDIERI MEMBER, WC BOARD CHAIR 3.00 X 0 0 0 PRAVEEN SHANBHAG MEMBER 1.00 X 0 0 0 BRANDY SMITH MEMBER 1.00 X 0 0 0 MARISSA TILGHMAN MEMBER, SECRETARY 3.00 X X 0 0 0 MIKE TROUPE MEMBER 1.00 X 0 0 0 DONNA URIAN MEMBER, PAST CHAIR 3.00 X 0 0 0 JOHN WALKER MEMBER 1.00 X 0 0 0 TIA WILSON MEMBER 1.00 X 0 0 0 JOHN YOUNG MEMBER 1.00 X 0 0 0 ROSEMARY FORDJOUR MEMBER, VICE CHAIR (THRU 5/2025) 3.00 X X 0 0 0 BERTRAM L LAWSON II PRESIDENT & CEO 50.00 X 418708 0 42000 HEATHER WILSON CHIEF STRATEGY & GROWTH OFFICER 50.00 X 201932 0 50812 RACHEL FIRKSER CFO 50.00 X 196989 0 36182 THERESA EDGAR CHIEF BRANCH OPERATING OFFICER 50.00 X 196112 0 28843 NATALIE GALLON-GARCIA CHRO 50.00 X 161203 0 37360 KIMBERLY CAVALLERO SVP, MEMBER EXPERIENCE & ACQUISITION 50.00 X 159313 0 27832 GERARD LEVINSKY VP OF FACILITIES 50.00 X 157343 0 18564 NICOLAS LEGERE DISTRICT EXECUTIVE DIRECTOR 50.00 X 129701 0 21203 KEITH RICE VP OF IT 50.00 X 131050 0 0 VERONICA LOPEZ VP OF HEALTH STRATEGIES 50.00 X 123114 0 16174 BRIAN RAICICH EXECUTIVE DIRECTOR 50.00 X 127074 0 15202 MARY CURIO VP OF PHILANTHROPY 50.00 X 122036 0 15389 DAVID MULLIN DISTRICT EXECUTIVE DIRECTOR 50.00 X 121008 0 14556 JENNIFER LEE VP OF MARKETING 50.00 X 115143 0 30793 2360726 0 354910 14 0 1 0 MALDO'S CLEANING COMPANY LLC 1410 STERIGERE STREET NORRISTOWN PA 19403 CLEANING & JANITORIAL SERVICES 369988 MADINA PROPERTIES LLC 640 SNYDER AVE UNIT L WEST CHESTER PA 19382 RENT 325730 STRADLEY RONON STEVENS & YOUNG LLP 2005 MARKET STREET SUITE 2600 PHILADELPHIA PA 19103 LEGAL 160453 TRI-M GROUP LLC 206 GALE LANE KENNETT SQUARE PA 19348 ELECTRICAL CONTRACTOR 158540 BELLEVUE PUBLIC AFFAIRS LLC 200 SOUTH BROAD STREET SUITE 520 PHILADELPHIA PA 19102 PUBLIC AFFAIRS & RELATIONS 103574 5 469874 2364972 194434 2834846 MEMBERSHIP 812900 26439105 26439105 CHILDCARE 812900 12944226 12944226 YMCA YOUTH 812900 3747560 3747560 AQUATICS 812900 3123821 3123821 YMCA HEALTH & FITNESS 812900 1288317 1288317 47543029 709730 709730 385165 0 385165 385165 385165 16921280 14797814 2123466 2123466 2123466 188240 68348 119892 119892 45507 596 44911 44911 VENDING MACHINES 812900 60320 60320 OTHER MISCELLANEOUS REVENUE 812900 20066 20066 80386 53841425 47928194 0 3078385 2796029 2796029 1171578 1171578 25016602 21788632 2829494 398476 1604032 1408925 169792 25315 1478700 1249145 205498 24057 2027427 1643718 353178 30531 161197 76932 80301 3964 45818 21867 22824 1127 67478 67478 1512655 721922 753537 37196 636962 469118 143782 24062 1029959 973770 56189 2645168 2556593 88575 1264939 1264939 498726 498726 4628309 4203758 424551 617103 609608 7495 REPAIRS & MAINTENANCE 2298548 2256536 42012 ALL OTHER EXPENSES 2055793 1728709 324544 2540 PROGRAM COSTS 1235713 1232818 2895 COMMUNITY RELATIONS 157330 62673 94657 24254 5481 16273 2500 52974320 44304960 8119592 549768 491695 3977102 4436874 209569 310748 736586 1068549 1286459 762443 1558671 147760006 94336379 52641976 53423627 20707662 17281072 2898249 3237966 83318196 81711052 2143201 2382011 2841514 2470627 14515000 235618 250273 22310330 6050933 3958643 4475554 31489306 30144398 X 50578083 49838025 1250807 1728629 51828890 51566654 83318196 81711052 X 867105 -974915 -154426 X X 0 1 X 1 0 X 1226079 6364421 1811447 1358132 2834846 13594925 32249470 36369457 40199373 44391293 47543029 200752622 28729 303013 180975 423430 314133 1250280 33504278 43036891 42191795 46172855 50692008 215597827 982795 832049 977856 2792700 0 982795 832049 977856 2792700 212805127 442039 470723 910259 967833 1094895 3885749 442039 470723 910259 967833 1094895 3885749 33946317 43507614 43102054 47140688 51786903 219483576 0.96960 0.96220 0.01770 0.01610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1488190 91224 1579414 1452298 35892 1488190 1071800 380498 1452298 862307 209493 1071800 782251 80056 862307 0.96000 0.00000 0.04000 0 0 4076190 4076190 119676312 86149998 33526314 24007504 8186381 15821123 53423627 SWAP LIABILITY 1237590 LEASE LIABILITY 3237964 4475554 X 49917521 -974915 -85482 -1060397 50977918 67478 2796029 2863507 53841425 50179757 68944 68944 50110813 67478 2796029 2863507 52974320 PART IV, LINE 2B: CUSTODIAL ACCOUNTS ARE FOR VOLUNTEER GROUPS THAT CANNOT HAVE THEIR OWN BANK ACCOUNT TO KEEP THE FUNDS THEY RAISE SEPERATE. THE POLICY STATES, BY LAW, THAT VOLUNTEERS CANNOT BE A CHECK SIGNOR ON THE YMCA OF GREATER BRANDYWINE'S BANK ACCOUNT. THE YMCA OF GREATER BRANDYWINE HOLDS THE MONEY RAISED BY THESE GROUPS IN THEIR OPERATING CASH ACCOUNT AND HAS THE BALANCE KEPT AS A LIABILITY. PART X, LINE 2: THE YMCA IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. THE YMCA IS REQUIRED TO ANNUALLY FILE A RETURN OF ORGANIZATION EXEMPT FROM THE INCOME TAX (FORM 990) WITH THE INTERNAL REVENUE SERVICE. WITH FEW EXCEPTIONS, THE YMCA IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2022. THE YMCA BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 22,770. COST OF MERCHANDISE SOLD 596. SPECIAL EVENT EXPENSES 68,348. CHANGE IN INTEREST RATE SWAP -177,196. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANT RECLASS 2,796,029. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF MERCHANDISE SOLD 596. SPECIAL EVENT EXPENSES 68,348. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT RECLASS 2,796,029. PART V, LINE 4: THE YMCA HAS A SPENDING POLICY OF APPROPRIATING FUNDS FROM ITS ENDOWMENT FUNDS AS NEEDED FOR SPECIAL PROJECTS. THE YMCA CONSIDERS THE MARKET RATE OF RETURN AND THE AMOUNT OF AVAILABLE FUNDS IN THE ENDOWMENT WHEN DETERMINING ITS ANNUAL SPENDING. IN ADDITION, THE ANNUAL SPENDING DISTRIBUTIONS FROM THE ENDOWMENT FUNDS ARE LIMITED TO 5% OF THE THREE-YEAR MOVING AVERAGE OF ITS MARKET VALUE, AS DETERMINED ON AN ANNUAL BASIS. ANY ADDITIONAL DISTRIBUTIONS REQUIRE WRITTEN CONSENT FROM THE BOARD OF DIRECTORS AND CONCURRENCE OF THE FINANCE COMMITTEE. GOLF OUTINGS 186200 186200 16109 50069 2170 186200 186200 16109 50069 2170 68348 117852 1 FINANCIAL ASSISTANCE 8409 2796029 FAIR MARKET VALUE BASED ON INCOME AND FAMILY SIZES, NON-CASH ASSISTANCE (DISCOUNTS ON MEMBERSHIP AND PROGRAM FEES) IS PROVIDED. PART I, LINE 2: YMCA OF GREATER BRANDYWINE HAS AN APPLICATION PROCESS WHERE INDIVIDUALS APPLYING FOR FINANCIAL ASSISTANCE FILL OUT THE APPLICATION AND PROVIDE FINANCIAL INFORMATION. THE ORGANIZATION THEN EVALUATES THIS INFORMATION TO FAIRLY ALLOCATE ASSISTANCE BASED ON NEED. INDIVIDUALS HAVE TO RESUBMIT/UPDATE THE INFORMATION ROUTINELY TO ENSURE THE ALLOCATION OF ASSISTANCE IS BASED ON NEED. PART 1, LINE 2 YMCA OF GREATER BRANDYWINE HAS AN APPLICATION PROCESS WHERE INDIVIDUALS APPLYING FOR FINANCIAL ASSISTANCE FILL OUT THE APPLICATION AND PROVIDE FINANCIAL INFORMATION. THE ORGANIZATION THEN EVALUATES THIS INFORMATION TO FAIRLY ALLOCATE ASSISTANCE BASED ON NEED. INDIVIDUALS HAVE TO RESUBMIT/UPDATE THE INFORMATION ROUTINELY TO ENSURE THE ALLOCATION OF ASSISTANCE IS BASED ON NEED. (F) DESCRIPTION OF NON-CASH ASSISTANCE: BASED ON INCOME AND FAMILY SIZES, NON-CASH ASSISTANCE (DISCOUNTS ON MEMBERSHIP AND PROGRAM FEES) IS PROVIDED. THE VALUE IS THE DIFFERENCE BETWEEN THE CURRENT RATES AND DISCOUNTED RATES. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 BERTRAM L LAWSON II PRESIDENT & CEO 350588 0 42120 0 26000 0 42000 0 0 0 460708 0 0 0 HEATHER WILSON CHIEF STRATEGY & GROWTH OFFICER 194815 0 1117 0 6000 0 24933 0 25879 0 252744 0 0 0 RACHEL FIRKSER CFO 195628 0 1361 0 0 0 25083 0 11099 0 233171 0 0 0 THERESA EDGAR CHIEF BRANCH OPERATING OFFICER 189291 0 821 0 6000 0 23194 0 5649 0 224955 0 0 0 NATALIE GALLON-GARCIA CHRO 160353 0 850 0 0 0 20639 0 16721 0 198563 0 0 0 KIMBERLY CAVALLERO SVP, MEMBER EXPERIENCE & ACQUISITION 159313 0 0 0 0 0 19329 0 8503 0 187145 0 0 0 GERARD LEVINSKY VP OF FACILITIES 156132 0 1211 0 0 0 18564 0 0 0 175907 0 0 0 NICOLAS LEGERE DISTRICT EXECUTIVE DIRECTOR 129701 0 0 0 0 0 15554 0 5649 0 150904 0 0 0 PART I, LINE 1A THE BOARD APPROVED FOR BERTRAMS REIMBURSEMENT TO THE FITLER CLUB FOR FUNDRAISING SUPPORT. A CHESTER COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 232667137 2009-10-22 27000000 CONSTRUCTION COSTS OF WEST CHESTER AREA YMCA 0 0 0 A 12485000 27000000 501301 26498699 2009 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 1 1 RBC CAPITAL 17.030000000000 0 0 0 0 1 A 1 X 9 194434 FMV 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 RETURN AND ACCOMPANYING SCHEDULES ARE REVIEWED BY BOARD MEMBERS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE YMCA OF GREATER BRANDYWINE HAS A CONFLICT OF INTEREST POLICY THAT REQUIRES DISCLOSURE OF POTENTIAL CONFLICTS. IF THESE POTENTIAL CONFLICTS INTERFERE WITH THE INDEPENDENT ACTIONS OF THE BOARD OF DIRECTORS OF THE YMCA OF GREATER BRANDYWINE, SUCH MEMBER WILL EITHER RECUSE HIM/HERSELF FROM THAT MATTER, OR THE CHAIRMAN/WOMAN OF THE BOARD WILL ASK THAT MEMBER TO RECUSE HIM/HERSELF FROM THAT MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE YMCA OF GREATER BRANDYWINE HAS A COMPENSATION COMMITTEE THAT ANNUALLY REVIEWS AND APPROVES THE COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. THIS REVIEW INCLUDES BOTH GENERAL AND INDUSTRY BENCHMARKS TO MEASURE THE APPROPRIATENESS OF THE OVERALL COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, ORGANIZATION POLICIES AND PROCEDURES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF PERPETUAL TRUSTS 22,770. CHANGE IN INTEREST RATE SWAP -177,196. 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE ITS POLICIES RELATED TO OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR FROM THOSE USED IN PRIOR YEARS. NATIONAL COUNCIL OF YMCAS OF THE USA 101 NORTH WACKER DRIVE SUITE 1600 CHICAGO IL 60606 363258696 SPIRITUAL DEVELOPMENT, PHYSICAL FITNESS IL 501(C)(3) LINE 10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 YMCA USA R 498726 CASH