Charlotte County Family YMCA, Inc.
14279 Tamiami Trail
North Port FL 34287
Mission

The Charlotte County Family YMCA puts Judeo-Christian principles into practice through programs that build healthy mind, body, and spirit for all.

Leadership
CEO/Executive Director Randy Dunn
Board Chair Kevin Graham
Board Chair Affiliation Suncoast One Title & Closings, Inc.
General Info
Organization DBA
DBA
Franz Ross Park YMCA
North Port Family YMCA
Punta Gorda Club YMCA
Edgewater Child Development Center
Bayfront Center YMCA
Tax Exempt Status Public Supported Charity
Incorporation Year 1971
State Charitable Solicitations Permit Yes June 2016
State Registration Yes 0
IRS Letter of Determination
View
Financial Summary
 
 
Projected Revenue $3,384,794.00
Projected Expenses $3,519,242.00
Impact Statement

The Charlotte County and North Port YMCAs are the largest childcare providers in the area providing services to more than 200 infants and preschoolers in our three Child Development Centers and nearly 400 school-aged children in before and after school programs, summer camps, and school release days. 

Needs Statement

1.   Space for growing soccer and sports programs at our Franz Ross Park YMCA location.

2.   New building in North Port to accommodate our growing membership and childcare.

3.   New fence and shade structure at our new YMCA Child Development Center at Franz Ross Park and our North Port Child Development Center and VPK Academy.

4.   Renewed partnership with Charlotte County School system for after school programs.

5.   Improvements with facilities at Dotzler our outdoor facility which is the site we use for our Summer Camp and other events.

Background Statement

As the nation’s leading nonprofit committed to helping people and communities to learn, grow and thrive, our contributions are both far-reaching and intimate- from influencing our nation’s culture during times of profound social change to the individual support we provide families and adults every day.

For more than 160 years, YMCAs have been at the heart of community life in neighborhoods and towns across the nation, We have the presence and partnerships to not just promise, but deliver positive change. Generally, a volunteer board sets policy for its executive, who manages the operation with full-time and part-time staff and volunteer leaders. Ys meet local community needs through organized activities called programs. These programs are tools for building the values of caring, honesty, respect and responsibility. Longtime leaders in community-based health and fitness and aquatics, Ys teach kids to swim, offer exercise including child care (the Y movement is the nation’s largest non-for-profit provider), youth sports and much more.

Each YMCA is a charitable nonprofit, qualifying under Section 501 (c)(3) of the U.S. Tax Code. Each is independent. YMCAs are required by the national constitution to pay annual dues, to refrain from discrimination and to support the YMCA Mission.

Since 1969 the Charlotte County Family YMCA has been providing programs and services to the Charlotte County Area and the City of North Port. Our programs include childcare for infants through 13 years of age, aquatic instruction for all ages, fitness/wellness opportunities for all ages, youth sports that includes soccer, t-ball, flag football and basketball, summer day camps, active older adult programs and many more programs and events.

Areas Served
Areas Served
Area
FL- Charlotte
FL- Sarasota
Areas Served Comments
Port Charlotte, Punta Gorda and North Port Florida
Service Categories
Primary Org Type Human Services
Secondary Org Type Youth Development
Tertiary Org Type Recreation & Sports
Statement from the Board Chair/Board President
Programs
Description
We believe the values and skills learned early on are vital building blocks for life.  Because of the Y, more young people are taking a greater interest in learning and making smarter life choices.  At the Y, children and teens learn values and positive behaviors, and can explore their unique talents and interests, helping them realize their potential.  Programs that bring talents and opportunities to the forefront are:
  • Infant Care, Pre-School, VPK
  • Before/After School Care
  • Camp
  • Youth Sports Programs (Soccer, Basketball, T-Ball, Tennis, Sailing, Cheer, Flag Football)
  • Aquatic Programs (swim lessons, swim team)
Budget $1,900,903
Category Youth Development, General/Other Youth Development, General/Other
Program Linked to Organizational Strategy Yes
Population Served Children and Youth (0 - 19 years)
Short Term Success
All kids have great potential. At the Y, a leading nonprofit strengthening community through youth development, we work every day to help them set and achieve personal and educational goals. Millions of children and teens build skills and confidence as they explore new interests and passions at through the Y. Leadership and academic enrichment programs such as tutoring, Achievers Clubs, Youth and Government and college preparation, make sure that every child has an opportunity to envision and pursue the best possible future.
Long Term Success The Y is the starting point for many youth to learn about becoming and staying active, and developing healthy habits they’ll carry with them throughout their lives. And the benefits are far greater than just physical health. Whether it’s gaining the confidence that comes from learning to swim or building the positive relationships that lead to good sportsmanship and teamwork, participating in sports at the Y is about building the whole child, from the inside out.
Program Success Monitoring
For Youth Sports, we survey coaches at the end of each season and rate players to evenly distribute them for the next season.  For Summer Camp, we've adopted a Character Bound curriculum which evaluates the campers weekly on kindness, integrity and citizenship.  Child care students are given assessments on fine and gross motor skills as well as social skills.
Program Success Examples
Child Care: Sydney participated in our VPK Program at our Edgewater branch and passed her Kindergarten assessment with flying colors.  They asked where she went to VPK!  Her mother was very proud of her daughter's progress.
 
Camp: Amy has underdeveloped limbs and attended our Character Camp by the Bay.  She learned how to do things she never thought possible including kayaking and going up our climbing tower.  She was also one of the only campers to earn every singly Character Bound award.
 
Sports: Robert participated in our soccer program at our Franz Ross Park YMCA branch and his father reported a remarkable difference in his confidence.  Robert can't wait to participate in soccer the next season!
Description
Being healthy means more than simply being physically active,  It's about maintaining a balanced spirit, mind and body.  The Y is a place where you can work toward that balance by challenging yourself to learn a new skill or hobby, fostering connections with friends through our lifelong learning programs, or bringing your loved ones closer together through our many family-centered activities.  Opportunities for people to find that balance include:
  • Family Time Programs (Special Events, Family Sailing)
  • Health & Wellness (Group Exercise, Personal Training, Tennis, Massage Therapy)
  • Adult Sports & Recreation (Master's Swimming, Swim Lessons)
  • Group Interests (Wellness Seminars, Community Gatherings)
Budget $1,573,276
Category Recreation & Sports, General/Other Physical Fitness
Program Linked to Organizational Strategy Yes
Population Served Adults Children and Youth (0 - 19 years) Families
Short Term Success Serving families has always been at the heart of the Y. We are a place where they can find respite from social, economic and educational challenges, and learn how to overcome them. We have a fundamental desire to provide opportunities for every family to build stronger bonds, achieve greater work/life balance, and become more engaged with their communities.
Long Term Success Because we know that healthy lifestyles are achieved through nurturing mind, body and spirit, well-being and fitness at the Y is so much more than just working out. Beyond fitness facilities, we provide educational programs to promote healthier decisions, and offer a variety of programs that support physical, intellectual and spiritual strength.
Program Success Monitoring
We monitor our membership retention rates and program participation and adjust what we are doing if we see the numbers getting lower.  We also have friendly welcome center staff and wellness staff who communicate with our members on a regular basis to get feedback.
Program Success Examples
Jen is a nurse who lost 50lbs working with one of our Personal Trainers, Quinten, at our Franz Ross Park YMCA branch.  They did a combination of strength training, TRX, and aerobic training. Jen lowered her cholesterol and blood pressure so much that she no longer needed to take medication for it.
Description
The generosity of others is at the core of the Y's existence as a nonprofit.  We engage YMCA members and volunteers in activities that strengthen our community and pave the way for future generations to thrive.
  • Global Services (Special Events, including community outreach events and participation)
  • Volunteerism & Giving (Scholarships and program support)
  • Advocacy (Partnerships in the community to support the needs of our Y children, adults and families.)
Budget $175,000
Category Public, Society Benefit, General/Other Public Assistance
Program Linked to Organizational Strategy Yes
Population Served At-Risk Populations Children and Youth (0 - 19 years)
Short Term Success The generosity of others is at the core of our existence. It is only through the support of our hundreds of thousands of volunteers and public and private donors that we are able to give back to the communities we serve.
Long Term Success

At the Y, building a strong global community begins at home. Ys in the U.S. help young people develop cultural competencies, diverse populations connect to the community and individuals around the world gain access to life-changing resources and support. As an interconnected global network, the Y has the resources and solutions to build bridges and make our changing communities stronger—both at home and abroad.

Program Success Monitoring
We interview all of our financial assistance recipients every 6 months to see where are they are at financially and adjust their scholarship accordingly. 
Program Success Examples Kaylie is age 6 and lives with her grandmother with a limited income. She participated in the YMCAs Basketball Program with the program fee assistance. Like the other children, Kaylie had the opportunity to make friends, learn some skills, and have an enjoyable experience.
CEO/Executive Director
CEO/Executive Director Randy Dunn
CEO Term Start Mar 2013
CEO/Executive Director Email rdunn@charlottecountyymca.com
Former CEOs/Executive Directors
NameTerm
Senior Staff
NameTitle
Linda Eppenga Finance Director
Kathy Robinson HR Director
Wini Schumacher Vice-President of Operations
Staff & Volunteer Statistics
Full Time Staff 22
Part Time Staff 215
Staff Retention Rate % 67
Professional Development Yes
Contractors 7
Volunteers 490
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation Yes
Non-Management Formal Evaluation Yes
Collaborations
Homeless Coalition

Habitat for Humanity

Charlotte County

CC Public Schools

New Day Christian church

United Way of Charlotte County

Early Learning Coalition of FL heartland

State of FL VPK program

FL Child Care Food Program

Charlotte Regional Medical Center

City of North Port

Early Learning Coalition of Sarasota County

United Way of Sarasota County

City of Punta Gorda

North Port High

North Port Chamber

Backpack for Angels

Children’s First

External Assessments and Accreditations
Assessment/AccreditationYear
Risk Management Provisions
Plans
Fundraising Plan No
Communication Plan No
Strategic Plan No
Strategic Plan Years N/A
Strategic Plan Adopted 0
Management Succession Plan No
Continuity of Operations Plan No
Policies
Nondiscrimination Policy No
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy No
Policies and Procedures No
Board Chair
Board Chair Kevin Graham
Company Affiliation Suncoast One Title & Closings, Inc.
Board Term Jan 2014 to Jan 2017
Board Chair Email kevin@suncoastone.com
Board Members
Board Members
NameAffiliation
Bob Bray Millennium Physician Group
Jimmy Dean Harbor Style Magazine
Keri DeHart Charlotte County Sheriff’s Office
Stephen R. Deutsch Charlotte County Commissioner
Kevin Graham Integrity Risk Management
Dr. Steven Jakubaitis Y’s Men’s Club
Alexia Martin Whitco Insurance
Ronald Monck Centennial Bank
Jerry Olivo Charlotte County Public Schools
Joyce Protz Community Volunteer
Steve Wierhake Clear View Financial Services
Constituency Includes Client Representation No
Board Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 10
Hispanic/Latino 1
Native American/American Indian 0
Other 0 0
Board Gender
Male 8
Female 3
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 3
Board Orientation Yes
Number of Full Board Meetings Annually 12
Board Meeting Attendance % 69
Board Self-Evaluation Yes
Written Board Selection Criteria No
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 90
% of Board Making In-Kind Contributions 100
Standing Committees
Board Governance
Communications / Promotion / Publicity / Public Relations
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Finance
Fiscal Year Projections
Fiscal Year Begins 2015
Fiscal Year Ends 2015
Projected Revenue $3,384,794.00
Projected Expenses $3,519,242.00
Organization has Endowment Yes
Capital Campaign
In a Capital Campaign No
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
IRS Form 990s
2014 YCMA 9902014
9902013
Form 9902012
9902011
9902010
9902009
Form 9902008
Audit/Financial Documents
Audit2014
Audit2013
Audit2012
Audit2011
Historical Financial Review
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201420132012
Foundation and
Corporation Contributions
$0$0$0
Government Contributions$0$0$0
Federal$0$0$0
State$0$0$0
Local$0$0$0
Unspecified$0$0$0
Individual Contributions$354,750$478,881$414,500
$55,574$59,149$0
$4,484,946$4,686,103$4,152,361
Investment Income, Net of Losses($184,793)$22,314$26,738
Membership Dues$0$0$0
Special Events$26,170$20,724$66,041
Revenue In-Kind$370,650$343,686$418,386
Other$0$0$0
Expense Allocation
Fiscal Year201420132012
Program Expense$4,609,475$4,722,754$4,173,840
Administration Expense$773,408$737,752$549,343
Fundraising Expense$0$0$0
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses0.880.960.99
Program Expense/Total Expenses86%86%88%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201420132012
Total Assets$4,251,270$5,005,359$5,373,847
Current Assets$90,102$247,685$234,158
Long-Term Liabilities$1,193,570$99,422$1,446,299
Current Liabilities$154,999$1,357,000$185,276
Total Net Assets$2,902,701$3,548,937$3,742,272
Top Funding Sources
Fiscal Year201420132012
Top Funding Source & Dollar AmountHealth/Well Being $2,511,705Health/Well Being $2,596,818Health/Well Being for All $2,729,423
Second Highest Funding Source & Dollar AmountChild Development Program $1,973,241Child Development Program $2,089,285Child Development $1,422,938
Third Highest Funding Source & Dollar AmountContributions, gifts, grants $354,750Contributions, gifts, grants $478,881Contributions, gifts, grants $414,500
CEO/Executive Director Compensation $125,001 - $150,000
Tax Credits No
Solvency
Short Term Solvency
Fiscal Year201420132012
Current Ratio: Current Assets/Current Liabilities0.580.181.26
Long Term Solvency
Fiscal Year201420132012
Long-Term Liabilities/Total Assets28%2%27%
Financials Comments
Financial Comments by Foundation Financial information taken from IRS Form 990.  Individual contributions include foundation and corporate support.
Nonprofit Charlotte County Family YMCA, Inc.
Address 14279 Tamiami Trail
North Port, FL
Phone 941 629-0909 115

THE COMMUNITY FOUNDATION OF SARASOTA COUNTY, INC. IS A REGISTERED 501(C)(3) NON-PROFIT CORPORATION. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE WITHIN THE STATE (1-800-HELP-FLA) OR FROM THE WEBSITE: WWW.FRESHFROMFLORIDA.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. ONE HUNDRED PERCENT (100%) OF EACH CONTRIBUTION IS RECEIVED BY THE COMMUNITY FOUNDATION OF SARASOTA COUNTY. REGISTRATION #SC-02471.