2013 Annual Report

2013 ANNUAL REPORT

WALLINGFORD FAMILY YMCA

Our mission is to strengthen the foundation of the community through programs, services & relationships that build a healthy spirit, mind & body.

We aim to be an effective resource & influential partner of the community by strengthening meaningful, caring relationships and promoting healthy, productive lifestyles for generations.

BOARD OF DIRECTORS

YMCA LEADERSHIP TEAM

EXECUTIVE COMMITTEE

Sean Doherty, Executive Director

Patricia Dyer-Powers, Chairwoman Gary Redman, Vice Chairman Darrin DellaVeccia, Treasurer David Vance, Secretary John McGuire, Past Chairman

Cassandra Allen, Marketing & Communications Director Christopher Amaral, Director of Membership Experience Christopher Bacote, West Side Assistant Manager Deborah Chappell, Human Resources Director Jan Donahue, The Learning Community Director Doreen Dressel, Group Fitness Coordinator Mark Graham, Senior Director of Healthy Lifestyles Christopher Kingston, Operations Director Todd Mahoney, Facilities Director Tammi Mastroianni, Operations Coordinator Kait Moss, Head Swim Team Coach Eric Skinner, Senior Director of Youth Development Chris Vaughn, Aquatics Coordinator Emily Walter, School Age Growth & Enrichment Coordinator Marcie Woliver, Aquatics Director Karen Wu, Early Learning Center Director

DIRECTORS Lynn Amarante Rob Baltramaitis Karen Blakeslee Lynn Cella-Coyne James Donahue Representative Mary Fritz David Gannon Thomas Granucci James Hutt Christopher Iovanna Amy Kirwan Kate Klarman Joseph (Nick) Meucci William Michalowski Brian Obremski Debra Testa Gerald Verna

TABLE OF CONTENTS

A MESSAGE FROM OUR LEADERS THE Y’S CORE VALUES

2 3

YOUTH DEVELOPMENT HEALTHY LIVING SOCIAL RESPONSIBILITY

THE FUTURE OF OUR Y STRENGTH IN COMMUNITY

9 11

COMMUNITY PARTNERS DONORS

FINANCIAL STATEMENT

16

8,422

ENGAGEMENT BY AGE GROUP

BY THE NUMBERS Ages 65+ 10%

MEMBERS SERVED

Ages 0-5 6%

Ages 55-64 8%

Ages 6-11 17%

4,035

PARTICIPANTS IN COMMUNITY EVENTS Ages 30-54 27%

Ages 12-17 18%

Ages 18-29 14%

14 2 1 PROGRAM SITES

BRANCHES

YMCA

3,107

CHILDREN ENROLLED IN PROGRAMS

245 STAFF

216

VOLUNTEERS

A MESSAGE FROM OUR LEADERS What an exciting year 2013 was for the Wallingford Family YMCA! Focused on strengthening the foundations of our community, we served & reached more individuals than ever before. And, it was the support from individuals, businesses & community-minded organizations that made it all possible.

While it is always exciting to open a new Y facility, it is never about the buildings: it’s about the people. It is our programs & services that fortify the Wallingford community: Adults turn to the Y for the support they need to help achieve their wellness goals; Families turn to the Y for a nurturing & safe environment for their children to learn & grow; Youth turn to the Y to become engaged in their community by making friends & supporting others.

Throughout the year, we celebrated many accomplishments: the opening of the West Side Branch, the expansion of our relationship with Choate Rosemary Hall by managing the Wall Family Fitness Center, and perhaps most importantly, the development of our new Strategic Plan. Our Community Leaders Forum brought all facets of Wallingford together to discuss as a team how the Y can help address community needs. Unfortunately, we also had a major setback with the flooding of our new West Side branch in the early fall. But the staff, board & volunteers persevered to rebuild the damage to serve more members than ever before.

After 69 years, our work is still not complete. We look forward to 2014 and the opportunity to chart a course for facility expansion & improvements that will enable us to be responsive to our community’s needs!

It’s time to get excited about the plans for the NEW Wallingford Family YMCA!

Patty Dyer-Powers Chairwoman of the Board

Sean Doherty Executive Director 2

The Y is the largest child care provider in Wallingford, caring for over 2,695 children from 8 weeks to 13 years old. With 2 child care centers, wrap-around care for Kindergarteners, programs at all 8 elementary schools and Enrichment & Leadership for Middle School, we make sure that every child has a safe environment to learn, grow & thrive.

All Day Kindergarten proudly supplies academic enrichment in a nurturing & low-ratio setting to a full classroom 19 students each day at the KinderHouse.

YOUTH DEVELOPMENT Nurturing the potential of every child & teen

1,448 children thrive in our youth swim, sports & play programs, as they learn confidence, teamwork and life-saving skills.

From Munchkin Soccer to Ballet, there is something at the YMCA to get every kid active, no matter what their interest.

Swimmers start in SKIP, learning to float in the water with their parents, becoming Pikes, Eels, Flying Fish and sometimes even Dolphins. The Wallingford Dolphins Swim Team were the 2013 Yankee Cluster Summer Champions for the 2nd year in a row.

Camp Ulbrich had its most successful year yet, with 1,446 kids making friends, having fun and experiencing the adventure of a lifetime at camp. With arts & crafts, swim lessons, all-camp competitions and more, Camp Ulbrich always offers campers the opportunity to meet & overcome new exciting challenges.

4

Annual events, such as Scuba Santa and the Easter Egg-stravaganza, give parents & children much needed free family time to bring them closer together.

Between our East & West Side branches, there are over 100 group exercise classes available. No matter one’s age or fitness level, there is a class for anyone.

HEALTHY LIVING Improving Wallingford’s health & well-being

Health, well-being & fitness is more than just making sure you run on the treadmill every day. We empower people to maintain or improve their health & strength through personal training and our mission-driven programs like LIVESTRONG at the YMCA and Fit-to-Go. LIVESTRONG at the YMCA is a physical activity & well-being program designed to help adult cancer survivors achieve their holistic health goals. It offered 58 people affected by cancer a safe, supportive environment to participate in physical and social activities focused on strengthening the whole person.

Supported by the United Way of Meriden/ Wallingford, the Bank of America Foundation and the Town of Wallingford Department of Public Health, Fit-to-Go is our response to the growing youth obesity crisis. In 2013, 117 middle-school youth learned about healthy living & nutrition, developed a focused & realistic workout program they could stick with, had tons of fun doing healthy activities, made new friends and felt better about themselves.

COMING IN 2014: The YMCA Diabetes Prevention Program 6

Be Water Safe Week provided swimming lessons and water safety skills for 27 children ages 3-8 at a minimal cost to ensure the safety of Wallingford’s youth.

Upward Bound is designed to help at-risk youth in grades six through eight grow & develop in an environment with positive role models. 45 students were challenged to reach past their limitations with decision-making opportunities, recreational activities and positive self-expression. Upward Bound is supported by the United Way of Meriden/Wallingford, Rotary Foundation and the Liberty Bank Foundation.

SOCIAL RESPONSIBILITY Giving back and providing support to our neighbors

The mission of Activate Wallingford is to advocate & promote healthy living to improve the overall quality of life for Wallingford. We strive to enhance the importance of a healthy lifestyle, build relationships by focusing on the leading health issues facing this country, strengthen the capacity for coalition building and increase the community's ability to promote policy & environmental changes that encourage healthy living. 100 people took part in the Activate Wallingford walk to support changing our existing "epidemic" through public policy, resulting in environmental change.

We are proud of our heritage and commitment to make our character -building, family-enriching programs available to everyone in our community. Annually, we receive support from hundreds of members, community leaders and businesses who believe in our purpose. Through Membership for All, these funds were distributed on a sliding scale to 1,636 people with a documented need in our community. Our goal is to never turn anyone away because of an inability to pay.

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As Wallingford grows, evolves and becomes even more vibrant - so must the YMCA. So the big question is: What can we do to continue being an effective resource & influential partner of the community 

?

Secure the investment needed for major capital improvements 

Communicate the Y’s opportunity for greater impact as a non-profit, cause-driven organization 

Identify and develop staff and volunteers who will share and advocate our core values to community leaders 

Expand and deepen collaborative relationships that provide opportunities for individuals and families to develop healthier lifestyles 

Continuously evaluate, create & enhance our program offerings to increase impact 

THE FUTURE OF OUR Y

Demonstrate fiscal responsibility as we further our mission and grow as an organization

OUR 5 YEAR STRATEGIC PLAN 

Led by our Board of Directors and Leadership staff, we will raise $7.5 million for capital expansion and improvements



Overall contributions will increase to 15% of our annual budget primarily on the strength of the Community Support Campaign



We will target underserved areas in the community and develop programming opportunities in partnership with other organizations



Overall membership will achieve and sustain 80% retention rate



We will focus efforts of program development and innovation towards the epidemic of both childhood and adult obesity - Expand our current programs to serve more Wallingford youth - Launch the Diabetes Prevention Program for adults

The Wallingford Family YMCA is, and always will be, dedicated to strengthening the foundations of the community through programs, services and relationships that build a healthy spirit, mind and body.

10

As a charitable organization, we receive support from our community through: Contributions United Way Value of Volunteer Support

$142,319 $38,401 $118,050

Total

$298,770

We give back to strengthen our community through: Financial Assistance to Individuals $218,550 Additional Community Support $177,110

Total $395,660

$16,659

$3,802

$20,408

$62,461

$11,755

$34,549

$47,848

$43,087 Membership for All

Upward Bound - Teen Outreach

Fit to Go - Youth Obesity

LIVESTRONG at the Y - Cancer Survivors

Camp Ulbrich

Preschool Child Care

School Age Growth & Enrichment

Youth & Aquatic programs

We are grateful to our community partners who have made it possible for us to expand our mission and outreach to Greater Wallingford ACES New Britain Rock Cats American Cancer Society - Relay for Life Palladino Family Cancer Center American Diabetes Association Quinnipiac Chamber of Commerce American Heart Association Quinnipiac University American Red Cross Record Journal Association of YMCA Professionals Redwoods Foundation AT&T Foundation Rushford Center Inc. Beat Parkinson's Salvation Army Benhaven Sarah Inc Big Brothers/Big Sisters Sea Cadets - EDSON Division Boy Scouts of America Smilow Cancer Center Bridgeport Sound Tigers Southern Connecticut State University Bristol Myers Squibb Spanish Community of Wallingford Campership Fund Special Olympics Choate Rosemary Hall St. Jude's Hospital Citizen's Bank Foundation State of CT-Department of Children & Family Coalition for a Better Wallingford State of CT-Department of Public Health Community Foundation of Gtr. New Haven State of CT-Department of Social Services Cuno Foundation Town of Wallingford Board of Education Door of Hope Town of Wallingford Fire Department Gaylord Hospital Town of Wallingford Health Department Girl Scouts of America Town of Wallingford Parks and Recreation High Roads Transition Institute Town of Wallingford Police Department Holy Trinity Church & School Town of Wallingford Youth Service Bureau Junior Achievement Kiwanis Club of Wallingford Liberty Bank Foundation LiveSTRONG Foundation Masonicare & Ashlar Village Midstate Medical Center Muscular Dystrophy Association New Alliance Bank

Ulbrich Boys and Girls Club United Way of Meriden/Wallingford USA Swimming Wells Fargo Bank & Foundation Wallingford Community Forum Wallingford Emergency Shelter Wallingford Rotary Club Wallingford Senior Center Wallingford Silver Bullets Walmart Webster Bank Yale Cancer Research Center YMCA of the USA

STRENGTH IN COMMUNITY

We pleased to recognize the generosity of over 375 donors who contributed more than $141,500 to the 2013 Community Support Campaign A Better View Cleaning A+ Reporting Services Edward & Rosann Adamczyk Fee Adams Advanced Protection LLC Aercon Corporation Marie Afeltra Suzanne Akoury Donna Alexander Cassandra Allen Lynn Allen Lynne & Craig Allen Lynn Amarante Jeanne Anastasio Lorraine Anderson Eileen Andrews Deborah Aniballi

Sharon Carlson Christopher & MJ Carrozzella Donald & Carole Carso Kristopher Cedillo Cella Flanagan, PC Lynn Cella-Coyne Angela Ceruti Deborah & Scott Chappell Kerry Chernovetz Joseph Chmura Choate Rosemary Hall Cipriani Construction Joseph Cirasuolo Citizens Bank Timothy Clark Coca-Cola Florence Cocchiaro Linda Cohen Erica Colavolpe Michael Collins Comcast Component Engineers Controlled Air Inc. William Cook Patricia Coppola Victor Cordova William Cosgrove Matthew Coyle Elsie Crean Michael Cristaldi Crossfit Triton Linda Curtis Jeffrey Daddio John D'Amico Donna Daniels Sally Darrow

Anthem Blue Cross/Blue Shield Gabriel Ardito Caroline Ardito AT&T Jodi Attwood Pat Axtmayer B.P.O.E. Elks #1365 Christopher Bacote John Baksa Robert Baltramaitis Jill Banatoski Bank of America Foundation Sarah Baxter Bob Beaumont Sheryl Bedard Brianna Bell Douglas Benham Rich Benham Carol Berube Frank Best Audrey Betta Nobu Bevins Karen Blake Karen Blakeslee Becky Blazejowski Eileen Bly Steven Bodine Denise Bowen Cheryl Brennan Emily Brenner Laura Bunnell Patricia Calatayud Cathy Cameron Melinda Carlson 13

Davis, Mascola & Phillips, LLC Anthony DeFilio James DeFilippis Joanne DeFosse David DeMeo Ralph DeMusis Kurt Denegris Pete DePaula Robert DeSanto Pamela DeWitt Ira Dicker Mayor William Dickinson, Jr. Nhut Diep Directional Technologies, Inc. Elaine & John Doherty Lois Doherty Sean Doherty Doherty Cup Scholarship Fund James Donahue Janice Donahue David Donahue Randie Donovan Door of Hope Marilyn Doukas George Doyle John Drescher Doreen Dressel Dunkin' Donuts of Wallingford Sabrina Dyer Patricia Dyer-Powers Nancy & Dave Early Early Learning Center Early on Prep LLC Lorelei Elia John Emblidge Zachary Falconeiri

Dina M. Falis Eileen Farmer Mary Elizabeth Farrelly Ferguson & McGuire Jim Fitzsimmons Eugene Fontanella Cheryl Francesconi Nanette Franco Randi Frank Joe Franke Brittany French Joyce Fretts Mary Fritz Carolyn Frugis Sandra Gamble David Gannon Jamie Garey Norman Gaudet Michael P. Gaudio, D.M.D. Gaylord Hospital Generations Photography Nancy Germain Cheryl Gibertoni Kristina Gifford Robert Gladney Go Green for the Cause Honore Gormley Mark Graham Thomas Granucci Tarn Granucci Erin Greene Peter Grevelding Salvatore Grignano Linda Grogan Ronnie Haeberlen Walter Harper Patricia Hartline Alysha Havrilla Hazelwood Excavation Aimee Heinrich Karen Hewes

Tyler Hickman Bruce Hsu Xiaohua Huang Eileen Hunter James Hutt Joan Imbriglio Insurance Programmers, Inc. Christopher Iovanna Ann Jacek Christine Janis Chris Ji Rita Johnson Paul Johnson Carol Ann Jones Melissa Juliano Just Call Jason Priti Kapoor Mary Katzen Wendi Kemp Patricia Kennedy Barbara Kennedy Shortell Daniel Killen Glen King

John Kingston Christopher Kingston Amy Kirwan Kiwanis Club of Wallingford Katherine Klarman Alise Knickerbocker William Kostandin Kovacs Insurance Emil Krol Luke Lauretano John Legier Elizabeth Leigh Liberty Bank Foundation Liberty Mutual Insurance Charles Lombardi Loughlin at Law Julio Lujambio Donald Lunt Susan Mackiewicz Macri Roofing, Inc. Todd Mahoney Kaitlyn Makepeace Colleen Makepeace 14

Suzanne & Tom Markowski Robin Marquis Kurt Marschner Luis Martinez Masonicare Anna Mastroianni Tammi Mastroianni Kathleen Matus Maggie Maugeri Margaret Maugeri Norine Maurice Pamela Mazzone W. J. McCarthy John McGoldrick John McGuire Patricia McLaughlin Sean McNamee Samuel Merriam Heather Metzger Joseph Meucci Christopher Migliaro Michelle Milner Caroline Misarski MaryEllen Morganti Gloria Moskaluk Kaitlyn Moss Josephine Moulter Harvey Naeser Mark Nash Marc Nemeth New England Dive Center New Opportunities, Inc Robert Newton Mary Lynn Nieves Ralph Nigro Patricia Nizen William Noah North Turnpike Wallingford, LLC Stephen Nyerick Cheyanne Nystrom Brian Obremski

Heather O'Neill Kristine Overstrum Sandria Pajor Michele Palazolo Margaret Palmieri Robert Parisi PC Services Pfizer Foundation Matching Gifts Robert Piascyk Virginia Poltroniere Rachel Portal Kathleen Powell Protein Sciences Corp Duane Pulaski Martha Quinto Colleen Rafferty Rosemary Rascati Gary Redman Brian Reichow Maureen Reid-Acevedo Jennifer Rice Kate Richardson Anthony Riggi Mary Rinaldi Anne Marie Rivard Diane Robles Richard Romao Rotary Club of Wallingford Lorraine Ruffolo Natalie Ruggiero Brenda Ruggiero Joena Russell Michelle Russo Henry Rygiel Brian Sabia SAGE at Cook Hill School SAGE at Highland School SAGE at KinderHouse SAGE at Moses Y Beach School SAGE at Parker Farms School SAGE at Pond Hill School

SAGE at Rock Hill School SAGE at Stevens School SAGE at Yalesville School Maria Sandt Travis Santiago Paul Saubestre Paul Savino Anthony Scafariello Philip Scarrozzo Anneliese Sensini Deanna Sharnick Sheehy Plumbing & Heating LLC Stephen Simonson Jeanne Skinner Eric Skinner Maryanne Slain Marylyn Smith Katherine Smith Haley Sofiane Thomas Soloman Wayne Spano John Spence Spirit of CJ Foundation Laura Spiteri Sally St. Pierre Patricia Stenner Stone Driveways of N.E. Peter Struble Judith Sullivan Susan Sullivan TD Bank, NA Debra Testa The Learning Community The Lunch Club The Sisters' Project Jennifer Thomas Thurston Foods, Inc. Joseph Tobin Candace Tompkins Total Nutrition Tuxis - Ohr's Fuel, Inc.

Frederick Ulbrich Ulbrich Stainless Steels Valenti Auto Sales, Inc. David Vance Charlotte Vaughn Laurajean Vaughn Christopher Vaughn Liz Verna Dina Vernon Colleen Villano Maria Virella Marie Vumback W. B. Mason Wadsworth Family Foundation Patrick Waldron Wallingford Family YMCA Dolphins Emily Walter Elizabeth Welch Janice Welch David Wheeler

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White Way Laundry, Inc. Robert Wiedenmann June & Ray Wilber Adam Williams Patricia & James Williams Kevin Wise Joseph Wolcheski Brenda Wolcheski Marcie Woliver Mark Wollen Larry Wood Karen Wu Shannon Wynn Yale Cancer Center YMCA All Day Kindergarten Young's Printing Bonnie Zammarieh Zandri's Stillwood Inn Edward Zavaski Walter Ziemba

PUBLIC SUPPORT REVENUE

OPERATING EXPENSES

Child Care Fees Membership Dues Youth Camp & Program Fees Contributed Income Special Events United Way Miscellaneous Investment Income Sales of Supplies and Services

$ 2,134,940 1,442,778 559,138 154,454 48,769 38,401 31,888 (2) 26,798

Financial Assistance Discounts

$ (100,418) (86,922)

Total Revenue

Depreciation Change in Net Assets

Employee Compensation and Benefits Professional Services & Office Expenses Care of Building and Grounds Publicity Insurance National YMCA Dues Training, Travel & Meeting Expenses Financing & Leasing Costs Total Expenses

$ 2,796,584 494,512 421,612 53,275 107,322 56,578 118,998 177,516 $ 4,226,361

$ 4,289,824

$ 105,000 $ (41,537)

Additional Expenditures Debt Increase Capital Purchases/Improvements

$ 6,262 $ 98,595

FINANCIAL STATEMENT Year Ended December 31, 2013 - Unaudited

WALLINGFORD FAMILY YMCA EAST SIDE BRANCH

WEST SIDE BRANCH

81 South Elm Street Wallingford, CT 06492 P 203-269-4497 F 203-284-0572

8 North Turnpike Road Wallingford, CT 06492 P 203-269-3348

www.wallingfordymca.org