Charity Review

Issued: August 2017 Expires: August 2019

Great Miami Valley YMCA

Accredited Charity
Meets Standards
 
(513) 887-0001 105 North Second Street, Hamilton OH 45011 www.gmvymca.org
  1. Conclusions
  2. Purpose
  3. Programs
  4. Governance & Staff
  5. Fund Raising
  6. Tax Status
  7. Financial
  8. BBB Comment
Conclusions

Great Miami Valley YMCA meets the 20 Standards for Charity Accountability.

Purpose

To put Christian principles into practice through programs that build healthy spirit, mind, and body for all.

Incorporated: 1889 in OH

Programs

Great Miami Valley YMCA works towards youth development, healthy living, and social responsibility. The organization helps youth develop personal skills through residential and day camps, child care programs, and sports activities.  Great Miami Valley YMCA’s health enhancement programs offer exercise, stress management, and drug prevention classes. According the organization, in 2016, 18,718 people worked towards a balanced lifestyle at Great Miami Valley YMCA.


Great Miami Valley YMCA’s Aquatics program offers swimming and water skill classes for children and adults. The program provides an arthritis program, swim clubs, and lifeguard training for adults. This program also offers swimming lessons and swim teams for children and teens.  Great Miami Valley YMCA also has a Child Care program to help children develop moral and ethical behavior, self-esteem, and leadership.  This program works with children six weeks old to 12 years old through full day care, preschool, and before and after school programs. According to the organization, in 2016, 4,993 youth learned how to swim at the Great Miami Valley YMCA.


Great Miami Valley YMCA’s Residential and Day camp programs help to develop confidence, self-respect, and learn cooperation through a variety of activities. The organization offers sports, specialty, and special needs camps. According to the organization, in 2016, 15-20 small animals will be housed at the Discovery Center and will serve as both a nature center and a classroom for outdoor educational programs such as STEM and other experiential learning opportunities.  


 

For the fiscal year-ended December 31, 2016, Great Miami Valley YMCA's program expenses were:

Booker T. Washington Community Center                                  366,597

Hamilton-Central                                                                      991,882

Family Branch-Fitton                                                                  1,614,154

Family Branch-East Butler                                                          2,941,445

Family Branch-Fairfield                                                              1,266,410

Camp Campbell Gard                                                                1,455,517

Middletown                                                                                  1,142,148

Atrium                                                                                          2,953,262

Total program expenses:                                                      $12,731,415


Governance & Staff

CEO: Mr. Woody Fitton, President/CEO

Board Chair: Dr. Jeffrey Leipzig, Physician

Board Size: 24

Staff: 738

Fund Raising
Method(s) used: Direct Mail Appeals Invitations to Fundraising Events Print Advertisements (Newspapers, Magazines, etc.) Grant Proposals Internet Appeals Planned Giving Arrangements Cause-Related Marketing Membership Appeals Appeals via Social Media (Facebook, etc.)

% of Related Contributions on Fundraising: 11.39%

Tax Status

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

Financial

The following information is based on Great Miami Valley YMCA's Audited Financial Statements for the fiscal year ending Saturday, December 31, 2016.

Source of Funds
United Way $87,861
Contributions $1,757,780
Membership dues $5,976,010
Program service fees $4,947,944
Rental and miscellaneous $382,963
Investment income $211,652
Sale of inventory $58,297
Net incr. (decr.) in value of investments $590,738
Change in fair value interest rate swaps $192,338
Gain (loss) on disposal of assets ($13,266)
Total Income: $14,192,317
 
Fusion Chart
 
Program Expenses: $12,731,415
Fundraising Expenses: $210,307
Administrative Expenses: $1,367,366
Total Expenses: $14,309,088
 
Income in Excess of Expenses: ($116,771)
 
Beginning Net Assets: $18,452,404
Ending Net Assets: $18,335,633
Total Liabilities: $17,297,910
Total Assets: $35,633,543

BBB Comment

Locations:

Association Services Office

105 North Second Street

Hamilton, OH 45011


Atrium Family YMCA

5750 Innovation Drive

Franklin, OH 45005


Booker T. Washington Community Center

1140 South Front Street

Hamilton, OH 45011


East Butler County Family YMCA

6645 Morris Road

Hamilton, OH 45011


Fairfield Family YMCA

5220 Bibury Road

Fairfield, OH 45014


Fitton Family YMCA

1307 Northwest Boulevard

Hamilton, OH 45013


Hamilton Central YMCA

105 North Second Street

Hamilton, OH 45011


Middletown Area Family YMCA

1020 Manchester Avenue

Middletown, OH 45042


YMCA Camp Campbell Gard

4803 Augspurger Road

Hamilton, OH 45011



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Standards Legend

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  • Standards Not Met IconStandards Not Met
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Standard 1: Board Oversight


Description:

Organizations shall have a board of directors that provides adequate oversight of the charity's operations and its staff. Indication of adequate oversight includes, but is not limited to, regularly scheduled appraisals of the CEO's performance, evidence of disbursement controls such as board approval of the budget, fund raising practices, establishment of a conflict of interest policy, and establishment of accounting procedures sufficient to safeguard charity finances.

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Standard 2: Board Size


Description:

Soliciting organizations shall have a board of directors with a minimum of five voting members.

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Standard 3: Board Meetings


Description:

An organization shall have a minimum of three evenly spaced meetings per year of the full governing body with a majority in attendance, with face-to-face participation. A conference call of the full board can substitute for one of the three meetings of the governing body. For all meetings, alternative modes of participation are acceptable for those with physical disabilities.

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Standard 4: Board Compensation


Description:

Not more than one or 10% (whichever is greater) directly or indirectly compensated person(s) serving as voting member(s) of the board. Compensated members shall not serve as the board's chair or treasurer.

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Standard 5: Conflict of Interest


Description:

No transaction(s) in which any board or staff members have material conflicting interests with the charity resulting from any relationship or business affiliation. Factors that will be considered when concluding whether or not a related party transaction constitutes a conflict of interest and if such a conflict is material, include, but are not limited to: any arm's length procedures established by the charity; the size of the transaction relative to like expenses of the charity; whether the interested party participated in the board vote on the transaction; if competitive bids were sought and whether the transaction is one-time, recurring or ongoing.

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Standard 6: Effectiveness Policy


Description:

Have a board policy of assessing, no less than every two years, the organization's performance and effectiveness and of determining future actions required to achieve its mission.

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Standard 7: Effectiveness Report


Description:

Submit to the organization's governing body, for its approval, a written report that outlines the results of the aforementioned performance and effectiveness assessment and recommendations for future actions.

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Standard 8: Program Expenses


Description:

Spend at least 65% of its total expenses on program activities.

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Standard 9: Fund Raising Expenses


Description:

Spending should be no more than 35% of related contributions on fund raising. Related contributions include donations, legacies, and other gifts received as a result of fund raising efforts.

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Standard 10: Accumulating Funds


Description:

Avoid accumulating funds that could be used for current program activities. To meet this standard, the charity's unrestricted net assets available for use should not be more than three times the size of the past year's expenses or three times the size of the current year's budget, whichever is higher.

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Standard 11: Audit Report


Description:

Make available to all, on request, complete annual financial statements prepared in accordance with generally accepted accounting principles. When total annual gross income exceeds $500,000, these statements should be audited in accordance with generally accepted auditing standards. For charities whose annual gross income is less than $500,000, a review by a certified public accountant is sufficient to meet this standard. For charities whose annual gross income is less than $250,000, an internally produced, complete financial statement is sufficient to meet this standard.

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Standard 12: Detailed Expense Breakdown


Description:

Include in the financial statements a breakdown of expenses (e.g., salaries, travel, postage, etc.) that shows what portion of these expenses was allocated to program, fund raising, and administrative activities. If the charity has more than one major program category, the schedule should provide a breakdown for each category.

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Standard 13: Accurate Expense Reporting


Description:

Accurately report the charity's expenses, including any joint cost allocations, in its financial statements. For example, audited or unaudited statements which inaccurately claim zero fund raising expenses or otherwise understate the amount a charity spends on fund raising, and/or overstate the amount it spends on programs will not meet this standard.

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Standard 14: Budget Plan


Description:

Have a board-approved annual budget for its current fiscal year, outlining projected expenses for major program activities, fund raising, and administration.

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Standard 15: Truthful Materials


Description:

Have solicitations and informational materials, distributed by any means, that are accurate, truthful and not misleading, both in whole and in part. Appeals that omit a clear description of program(s) for which contributions are sought will not meet this standard. A charity should also be able to substantiate that the timing and nature of its expenditures are in accordance with what is stated, expressed, or implied in the charity's solicitations.

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Standard 16: Annual Report


Description:

Have an annual report available to all, on request, that includes: (a) the organization's mission statement, (b) a summary of the past year's program service accomplishments, (c) a roster of the officers and members of the board of directors, (d) financial information that includes (i) total income in the past fiscal year, (ii) expenses in the same program, fund raising and administrative categories as in the financial statements, and (iii) ending net assets.

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Standard 17: Website Disclosures


Description:

Include on any charity websites that solicit contributions, the same information that is recommended for annual reports, as well as the mailing address of the charity and electronic access to its most recent IRS Form 990.

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Standard 18: Donor Privacy


Description:

Address privacy concerns of donors by (a) providing in written appeals, at least annually, a means (e.g., such as a check off box) for both new and continuing donors to inform the charity if they do not want their name and address shared outside the organization, (b) providing a clear, prominent and easily accessible privacy policy on any of its websites that tells visitors (i) what information, if any, is being collected about them by the charity and how this information will be used, (ii) how to contact the charity to review personal information collected and request corrections, (iii) how to inform the charity (e.g., a check off box) that the visitor does not wish his/her personal information to be shared outside the organization, and (iv) what security measures the charity has in place to protect personal information.

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Standard 20: Complaints


Description:

Respond promptly to and act on complaints brought to its attention by the BBB Wise Giving Alliance and/or local Better Business Bureaus about fund raising practices, privacy policy violations and/or other issues.