FOR YOUTH DEVELOPMENT FOR HEALTHY LIVINGFOR SOCIAL RESPONSIBILITY

2014

BUILDING A HEALTHIER COMMUNITY2014 ANNUAL REPORT YMCA OF CENTRAL MASSACHUSETTS

DEAR FRIENDs,

For over 150 years, the YMCA of Central Massachusetts has been a proud member of this community. We have woven the story of how 57 cities and towns learned to swim, prepared for school, adopted healthy habits, rehabilitated from injury and alleviated the discomfort of chronic illness, to name a few. Assuredly, 2014 was no different.

Last year will be remembered as a year of celebration, collaboration and strategic foresight.

Celebration, for on September 6th, we gathered at iconic Mechanics Hall, the site of the first YMCA in Central Massachusetts, to honor the thousands of individuals like you who say, “This is my Y, and I’ve helped make it what it is today.” Collaboration, for we deepened relationships with Worcester County’s most dynamic, respected and forward-thinking leaders. One of these trail-blazers is Reliant Medical Group, our allies in the delivery of Let’s Go!: a family fitness and nutrition initiative. strategic foresight, for our Y was boldly led forward by passionate volunteers and staff champions, who have crafted a plan to invest in our future with a historic 150th Anniversary Capital Campaign.

What we achieved is only possible because of a collective commitment to the Y‘s cause. This year’s Annual Campaign raised $987,500 to support those members of our Y who need us most. Our signature Golf Classic and LIVEsTRONG at the YMCA events contributed almost $150,000 to this high watermark of fundraising. Impressively, 2014 saw over $2 million in community benefit and nearly $800,000 in direct financial assistance and empowered thousands of children, adults and families to lead healthier lives.

We were humbled and privileged to stand with you through this historic year. Together volunteers, members, donors, mission partners and staff who share the YMCA of Central Massachusetts’ values, vision and commitment will continue to strengthen the foundations of community — one person, one story at a time.

BUILDING A HEALTHIER COMMUNITY

Kathryn Hunter President/CEO

Russell Dye Board Chairman

2014

At the Boroughs Family BranchThrough a partnership with Friends of Families in Transition, over 50 families enjoyed

quality time in the safe, supportive Boroughs Family Branch environment, participating

in programs such as swim lessons, summer camp and group exercise classes.

Over 80 cancer survivors and individuals from their support network built strength and

improved confidence by participating in LIVESTRONG at the YMCA. Ninety-five percent

of graduating survivors reported a decrease in physical pain, fatigue and depression and

100% improved their cardiovascular endurance and flexibility.

Because of the Montachusett Community Branch32 teenagers built strength and self-confidence, learned anger management and critical

life skills through Spartacus, an alternative to incarceration that puts opportunity and

responsibility in the hands of young people.

Working in collaboration with the Elm Street Community Church, the Montachusett

Community Branch provided low-cost weekend memberships to aspiring athletes,

allowing 30 to train for — and subsequently compete in — their first triathlon.

Around the Greendale Family BranchMembers of the newly-formed Dance Madness team built self-

confidence and character and improved physical fitness through

instruction, blending dance, music, and imagination. Twelve

dancers are preparing to participate in their first regional

competition!

The Stingrays, the Y’s Association-wide competitive

swim team, provided professional coaching and technical

instruction to 90 children, who represented our Y at 30 meets

throughout the year, with two swimmers qualifying for national

competitions. The positive effect of peer mentorships and

friendships formed amongst team members carried

over to school — 89% of the Stingrays are on

the honor roll.

ONE pERsON, ONE sTORY AT A TIME...

Russell Dye Board Chairman

WE’RE FOR youth development, healthy living and social responsibility. Here’s how the YMCA of Central Massachusetts strengthened the foundations of community in 2014:

The Central Community Branch Through Let’s Go! Family Fitness and Nutrition, our collaboration with

Reliant Medical Group, 72 children and their family members worked on

well-being and learned how to maintain a healthy lifestyle. Participants

more than doubled time spent in active play (from 36 minutes each day

to 86), and cut in half their number of fast food meals per week.

At Camp Blanchard, Summer PLAY nurtured 281 children with

intentional opportunities to reduce out-of-school time learning loss,

including themed literacy weeks, and story time with teen mentors.

Parents have reported that 87% improved their reading skills over the

summer — and are maintaining that progress in school.

YMCA Global Centers of Excellence respond to the changing needs of the community, ensuring all segments of society thrive by accessing everything the Y has to offer.The Greendale Family Branch provided small group fitness instruction and social

opportunities to over 100 people each month with Exercise for All, a program designed

to overcome the impediments to exercise for members of the special needs community.

Participants gained strength socially, too, with 50 building friendships and reducing

isolation at bi-monthly social events.

Children on the Autism Spectrum learned how to be safe and have fun in the pool with

one on one swim lessons at the Montachusett Community Branch. During these specially

designated times, children got in the water and learned valuable safety skills — many for

the first time. 100% of participating children who were reluctant to get in the pool initially

expressed significantly less reservation by the lesson’s end, and more than half have signed

up for additional instruction.

At the Boroughs Family Branch, 100% of Aquatics staff were trained on

the depth and breadth of culturally appropriate swimwear for Muslim women,

making it easy for them to participate in swimming lessons while staying in

line with Islamic values.

Spanish-speaking staff at the Central Community Branch mentored

colleagues as they learned over 30 conversational Spanish phrases.

Together, they became more engaged and connected as

they learned to better reflect and serve the predominantly

Hispanic Main South community.

ONE pERsON, ONE sTORY AT A TIME...

ANNUAL VOLUNTEER RECOGNITION AWARDs

YOUTH OF THE YEAR

ADULTs OF THE YEAR

GEORGE I. ALDEN AWARD

Tra’Vorus WeaverJitendra JagtapAndres Aviles Maureen Harrington

Jack Bergan

Andrew Wickremeratne Jovon Torres Eli Abbott Amaris Mays

GLOBAL CENTERs OF EXCELLENCE

sTRENGTHENING THE FOUNDATIONs OF COMMUNITY AWARD

Stephanie Maniatis

ADI Contracting, Inc.

Centro Las Americas

YMCA OF CENTRAL MAssACHUsETTs766 Main Street, Worcester, MA 01610

Montachusett Opportunity Council

Teachers from the Grafton High School “School to Work” Program

The first YMCA meeting is held in Room 7 at Mechanics Hall, using rented space for major programs such as bible classes, religious meetings, visiting the sick and aiding the poor.

The Fitchburg Young Men’s Christian Association is incorporated, utilizing rented rooms at the corner of Main and Oliver Streets.

Camp Morgan, the Worcester Y’s first residential camp, located in Washington, NH, is gifted to the YMCA by Paul B. Morgan.

Camp Blanchard opens on Lake Manchaug in Sutton, utilizing over 20 acres of land, donated by Curtis Blanchard.

The Greendale Family Branch is constructed on Indian Lake and includes a gymnasium, locker rooms and meeting rooms, allowing women to receive membership privileges.

The property now known as Camp Lowe in Lancaster is acquired, with considerable help from Y Board Member Joseph Lowe.

The Minority Achievers Program is established to support minority students through their high school years and prepare them for college.

James Bonds is named the first African American Chief Volunteer Officer.

Dr. Lynn Eckhert becomes the first female Chief Volunteer Officer and leads the opening of the Boroughs Family Branch.

1864 | Sept . 6 1887 | Oct . 17 1910 1912 1918

1927 1948 1957 1971 1980

1999 2002 | Nov. 4 2005 2009 2011

Camp Morgan, the Worcester Y’s first residential camp, located in Washington, NH, is gifted to the YMCA by Paul B. Morgan.

Educator, entrepreneur and philanthropist George Alden establishes the George I. Alden Trust. Mr. Alden had a special interest in the work of the YMCA over his life time.

The Worcester YMCA officially moves to 766 Main Street.

The property now known as Camp Lowe in Lancaster is acquired, with considerable help from Y Board Member Joseph Lowe.

The Worcester YMCA is recognized as an International YMCA. Today it is considered a Global Center of Excellence.

The YMCA welcomes women as full members at all branches.

James Bonds is named the first African American Chief Volunteer Officer.

The “Strength of the Team” Capital Campaign, led by Kathryn Hunter, President/CEO and co-chairs Ray Quinlan and Todd Wetzel raises $7.5 million to support capital improvements at all three branches.

The YMCA of Central Massachusetts is named a LIVESTRONG at the YMCA site by the LIVESTRONG Foundation, enabling the offering of a unique holistic health program for cancer survivors and their families.

1864 | Sept . 6 1887 | Oct . 17 1910 1912 1918

1927 1948 1957 1971 1980

1999 2002 | Nov. 4 2005 2009 2011

Caption here for this photo with room for all names.

Caption here for this photo with room for all names.

Caption here for this photo with room for all names.

Caption here for this photo with room for all names.

Caption here for this photo with room for all names.

The Y raises nearly an unprecedented $1 million dollars in the Annual fund in support of those most in need and celebrates 150 years of service to the community – marked on September 6, 2014 at Mechanics Hall with the announcement of an $8.5 million capital campaign.

2014 | Sept . 6 1864 | Sept . 6 1887 | Oct . 17 1910 1912 1918

1927 1948 1957 1971 1980

1999 2002 | Nov. 4 2005 2009 2011

Caption here for this photo with

room for all names.

Caption here for this photo with room for all names. Caption here for this photo with room for all names.

2014 | Sept . 6

2014 | Sept . 6

FINANCIAL REPORTYMCA of Central Massachusetts

For questions, please contact

Michael Strand Vice President of Administration / CFO 508.755.6101, extension 253 or mstrand@ymcaofcm.org

statement of Activity For the Year Ended september 30, 2014

Operating Activities

Contributions $1,060,272

Government Grants $1,633,069

Early Education Grants $281,919

Endowment Designated for Operations $469,300

United Way $89,020

Total public support $3,533,580

Membership $7,427,664

Program Fees $4,690,962

Rentals, Merchandise, & Vending $389,632

Auxiliary Activities $5,167

Total Operating Revenues $12,513,425

Total public support and Operating Revenues $16,047,005

Program Services $13,031,801

Management & General $2,225,633

Fundraising & Special Events $354,885

Total Operating Expenses $15,612,319

Changes in Net Assets from Operating Activities Before Depreciation & Amortization $434,686

Depreciation & Amortization $1,078,382

Changes in Net Assets from Operating Activities $(643,696)

Non Operating Activities (Gains and Losses)

Capital Campaign Contributions $2,899,809

Interest & Dividends $468,247

Net Investment Gains & Losses $564,361

Endowment Designated for Operations $(469,300)

Net Loss on Interest Rate Swap Contract (1) $(460,568)

Changes in Net Assets from Non-Operating Activities $3,002,549

Changes in Net Assets $2,358,853

Net Assets Beginning of Year $25,070,126

Net Assets End of Year $27,428,979

statement of Financial positionAs of september 30, 2014

Assets

Cash $2,401,251

Accounts Receivable $254,922

Prepaid Expenses $69,189

Pledges Receivable (Net) $3,209,559

Investments $12,483,751

Deposits with Bank Trustee $70,886

Bond Issuance Costs (Net) $228,410

Property, Plant, & Equipment $28,446,965

Total Assets $47,164,933

Liabilities

Notes Payable, Bank $55,631

Accrued and Other Liabilities $669,204

Deferred Revenue $311,493

Accounts Payable $331,461

Annuity Payment Liability $37,777

Valuation of Interest Rate Swap Contract (1) $3,585,388

Long Term Debt $14,745,000

Total Liabilities $19,735,954

Net Assets

Unrestricted Undesignated $9,686,066

Unrestricted Board Designated $8,125,028

Temporarily Restricted $8,342,766

Permanently Restricted $1,275,119

Total Net Assets $27,428,979

Total Liabilities & Net Assets $47,164,933

LEADERSHIP

YMCA sENIOR LEADERsHIp

Kathryn Zing g Hunter President/CEO

Carol Lucke Executive Assistant

Kenneth Mierzykowski Executive Vice President/COO

Michael Strand Vice President of Administration/CFO

Julio Acero Controller

Lori Bastien Sr. Executive/ Community & Membership Development Director

David Connell Regional Executive Director

Doris Harrison Director of IT and Diversity & Inclusion

Sharon Henderson

Director of Marketing & Public Relations

Eileen Pinchuck

Director of Institutional Advancement

Suzanne Waldron Sr. Director of Human Resources

Trevor Williams Sr. Executive/ Health Innovation Director

BOARD OF DIRECTORs

Russell Dye, Chair

Paula Green, Vice Chair

John Doyle, Vice Chair

Jack Foley, Clerk

Jack Bergan, Treasurer

Stephen Pitcher, Assistant Treasurer

Christopher Bramley

Bill Braley

George Cox

Ross Dik

Mark Donahue

Elisha Erb

Ted Gallagher

Joseph Hamilton

M. Katherine Hessel

Frederick Jenoure

Ray Quinlan

Robert G. Seega

Debra Seymour

John Spillane

Jeff Stephens

William C. Sullivan, Jr.

Timothy Stucchi

Polly Tatum

Bash Turay

Suzanne Weekes

David Woodbury

Sandra Velazquez

BOARD OF ADVIsORs

Lisa Banks

James Bonds, Sr.

Leonard Cooper

Christopher Crowley

N. Lynn Eckhert, M.D.

Allen W. Fletcher

Mark W. Fuller

Constance Whitehead Hanks

Robert M. Kennedy

Robert Kimball

Judy Maynard

Douglas Q. Meystre, Esq.

Michael J. Michaels, Esq.

James J. Moynihan

John M. Prosser

J. Lincoln Spaulding

Sumner B. Tilton, Jr.

Todd H. Wetzel

Kimball R. Woodbury

ONE pERsON, ONE sTORY AT A TIME...

statement of Financial positionAs of september 30, 2014

Assets

Cash $2,401,251

Accounts Receivable $254,922

Prepaid Expenses $69,189

Pledges Receivable (Net) $3,209,559

Investments $12,483,751

Deposits with Bank Trustee $70,886

Bond Issuance Costs (Net) $228,410

Property, Plant, & Equipment $28,446,965

Total Assets $47,164,933

Liabilities

Notes Payable, Bank $55,631

Accrued and Other Liabilities $669,204

Deferred Revenue $311,493

Accounts Payable $331,461

Annuity Payment Liability $37,777

Valuation of Interest Rate Swap Contract (1) $3,585,388

Long Term Debt $14,745,000

Total Liabilities $19,735,954

Net Assets

Unrestricted Undesignated $9,686,066

Unrestricted Board Designated $8,125,028

Temporarily Restricted $8,342,766

Permanently Restricted $1,275,119

Total Net Assets $27,428,979

Total Liabilities & Net Assets $47,164,933