2021 Annual Report by Wallingford Family YMCA

STRONGER TOGETHER WALLINGFORD FAMILY YMCA 2021 ANNUAL REPORT

A MESSAGE FROM OUR LEADERS Dear YMCA Friends, In March 2020, most of our country and state was placed under a safe at home order. Our YMCA facilities and programs were completely shutdown. However, the YMCA, through the resilient efforts of our staff and Board of Directors, found alternative ways to serve the community through food drives, letters of hope to seniors and a community library. When we were able to reopen, it was in a much different way. There were building and program restrictions, new protocols and challenges each and everyday. We collaborated with local nonprofits, our town departments and schools to offer support as the country, state and our town began to recover. We also developed a new strategic plan, Y-Reimagining, to respond to the financial and operational impacts from the devastating pandemic. In 2021, with facility and program restrictions still in place, we began to recover. Thanks to the generosity of the Ulbrich Stainless Steels and Specialty Metals family, we replaced our aging playscape with a new accessible playscape for hundreds of children to enjoy. Summer Camp and Swim Lesson programs came back better than ever. By the end of the year, most of our youth programs had returned to pre-pandemic levels, with only our membership community slowly rejoining to once again fill our facilities. While still navigating the pandemic, we continued to be a place for the community, not only for healthy living, youth development and social responsibility programs, but for vaccine clinics, blood drives, food drives, and a community shelter from the cold and the heat. As we look to the future and continue to recover and rebuild, we are excited for the vision of bringing an Aquatics Center to the West Side YMCA as well as continued capital improvements to our East Side YMCA. We thank you for your continued financial support as every dollar you contribute allows us to reinvest more deeply into the individuals and families of the Greater Wallingford Community. Our YMCA is a family, built on the foundation of our mission and in support of the community. We wish to dedicate our facility and program revitalization efforts to all of our YMCA members, program participants and families who we lost or were impacted during the pandemic. Stay safe and healthy,

Sean Doherty Executive Director

Courtney Grimm YMCA Board Chair

WHAT MAKES US DIFFERENT OUR MISSION As a charitable organization, our mission is to strengthen the foundation of the community through programs, services and relationships that build a healthy spirit, mind and body. We aim to be an effective resource and influential community partner by building meaningful, caring relationships and promoting healthy, productive lifestyles for generations.

OUR COMMITMENT Over 77 years ago, the Wallingford Family YMCA opened its doors to welcome our community in its collective pursuit of a healthy lifestyle. Day after day, year after year, we have remained steadfast in our commitment to delivering lasting personal and social change to every individual, regardless of ability. Pursuits develop and needs evolve, yet our responsibility to bring together and strengthen our community has endured with clarity and purpose. Our Y has been a cornerstone of the community since 1944. We have woven the story of how individuals and families learned to swim, prepared for school through early childcare programs, were safe and nurtured through before & after school programs, adopted healthy habits and rehabilitated from the discomfort of chronic disease. With two locations in Wallingford, it is a hub of wellness where 7,400 members come together to collectively strengthen mind, body and spirit. Each year, over 10,000 people come through the doors to connect with their "Y Family" in pursuit of a healthy lifestyle. Today, our community seeks solutions to complex challenges as individuals pursue the same goals of healthy mind, body and spirit. The Y will respond with the same unwavering commitment to community that inspired the establishment of our organization.

OUR CORE VALUES

Our core values drive everything our staff & volunteers do to live out our mission and make a meaningful and long lasting impact in our greater Wallingford community. By holding ourselves accountable to build character around our core values, we build healthy spirit, mind and body FOR ALL.

CARING We demonstrate sincere concern for others, their needs and well-being.

RESPECT We treat others as we would want to be treated and value the worth of every person

HONESTY We tell the truth and demonstrate reliability & trustworthiness.

RESPONSIBILITY We do what is right and are accountable for our choices & actions

YOUTH DEVELOPMENT

BY THE #S

All kids deserve an opportunity to discover who they are and what they can achieve. We believe in the potential of youth and teens and see every interaction as an opportunity for learning and youth development, grounded in our YMCA core values: caring, honesty, respect and responsibility. From cradle to career, the Y provides all youth with the tools and resources they need to succeed in life.

8 of 8

541

elementary schools served by our before & after school programs, allowing us to provide care to over school-aged children

433

youth le swim les

Through our early child care at our YMCA Learning Communities at Choate & Masonicare, we provide experiences to help entire family units cope, grow, communicate and care for each other. We maintain and strengthen what starts at home, giving all families the support they need to succeed. Our School Age Growth & Enrichment (SAGE) program is located in all 8 elementary schools and offers safe, fun and engaging care before & after school. Enrichment & Leadership for Middle School (ELMS) provides after school activities and educational enrichment for students from both Wallingford middle schools. Swimming is a life skill and youth swim lessons help children build confidence by floating, putting their faces in the water, kicking, learning arm strokes and more. To increase water safety across Wallingford, we run our Safety Around Water program to help kids learn skills to be safe around water. In 2021, we partnered with the Spanish Community of Wallingford and the Ulbrich Boys & Girls Club to provide this live-saving program for free to their participants. Children thrive in our youth sports programs, as they learn confidence and teamwork. From Munchkin Soccer to Ballet, there is something at the YMCA to get every kid active, no matter what their interest. The Wallingford Family YMCA Dolphins Swim Team helps swimmers of all abilities reach their highest potential. Every member of the team develops commitment, dedication, teamwork & a love of swimming. Camp Ulbrich continued its comeback in a COVID world, with over 375 kids making friends, having fun and experiencing the adventure of a lifetime at camp. With STEM taught by CT STEM Academy, swim lessons, all-camp competitions, trips to Bertini Park and more, Camp Ulbrich always offers campers the opportunity to meet & overcome new exciting challenges. In Upward Bound, students in grades 4-12 grow & develop in a constructive environment with positive role models. Youth are challenged to reach past their limitations with decision-making opportunities, recreational activities, and positive self-expression. In doing so, our hope is that they will grow & learn about themselves in a multitude of aspects in their lives, becoming better equipped with the life skills needed when faced with everyday challenges. The goal of the Upward Bound program is to create an atmosphere where kids feel safe, valued and free to express themselves.

earned a life skill in ssons and more than

83 8 1815

joined us for Safety Around Water

children enrolled at the YMCA Learning Communities

students in Upward Bound from different schools

camper weeks over

members of the Dolphins Swim Team

sessions at Camp Ulbrich

HEALTHY LIVING

BY THE #S

We help individuals & families build and maintain healthy habits for spirit, mind & body in their daily lives. We provide programs & activities that promote wellness, reduce risk for disease and help others reclaim their health, for kids, adults, seniors and families. These programs and everything else the Y does are in service of building a stronger, healthier Wallingford every day.

6598 30 108

Wallingford Family YMCA members

kids ran, biked and swam in Race 4 Chase

members of our c learned life-savin

Health is more than getting your heart rate up - it’s about building community while you do it. The Y is a place to make friends, network and more. With brand new, state of the art equipment at both branches, we offer personal training, nutritional counseling and a mix of group exercise classes to suit the needs and fitness levels of everyone in Wallingford. Annual events, such as Scuba Santa and the Easter Egg-stravaganza, give parents & children much needed free family time to bring them closer. LiveSTRONG at the YMCA is a physical activity & well-being program designed to help adult cancer survivors achieve their holistic health goals. It offers people affected by cancer a safe, supportive environment to participate in physical and social activities focused on strengthening the whole person. Fit-to-Go is our response to the growing youth obesity crisis. Elementary & middle school youth learn 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. While we were unable to run these programs in 2021 due to COVID restrictions, we are excited to announce their return in 2022. With Race 4 Chase, we provide kids with a safe, healthy non-competitive environment to discover the sport of triathlon. They get expert instruction in swimming, cycling, running, strength training and flexibility, and also learn the fundamentals of good nutrition, under the supportive guidance of coaches. Race 4 Chase strives to empower kids to reach their full potential. It brings together kids from all different backgrounds and educates them on how to adopt a healthy lifestyle, coaches them to develop a foundation of athletic skills, and inspires them to aim high in sports and in life. We are proud to have partnered with Hartford Healthcare to provide three COVID-19 vaccine clinics to ensure that all members of our community could receive their vaccines & boosters. We also hosted eight American Red Cross Blood Drives, potentially saving over 600 lives.

American Red Cross blood drives hosted potentially saving over

622

community ng First Aid & CPR

lives

Over

100 hours of pool time each week and

145

participants in our water aerobics classes

fitness classes at both of our branches

SOCIAL RESPONSIBILITY

BY THE #S

We know that when we work together, we move individuals, families and communities forward. The Y responds to Wallingford’s most pressing needs by developing innovative, community-based solutions to help those in need to reach their full potential. We are also committed to inspiring a spirit of service by uniting individuals from all walks of life to participate in and work for positive social change.

Over

$179,000 397

in direct assistance to over youth, adults, seniors & families

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Everything we do at the Y does is in service to make ourselves and our community better. From athletics, to education, health services and safe spaces, we fill the gaps where society falls short because we believe everyone deserves the chance to thrive. Through our Community Support Campaign, we continue to raise funds for our Membership for All financial assistance program that ensures our doors are open to all to who need us the most. 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 are distributed on a sliding scale to those with a documented need in our community. Our goal is to never turn anyone away because of an inability to pay. With the Community Health Alliance, we help 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. The COVID-19 global pandemic has amplified the disparities in life outcomes that marginalized communities, especially communities of color face. These disparities are a direct result of current systems and policies that perpetuate historic oppression and systemic racism. We can be most effective in our communities when we recognize intersectionality and that each individual’s dimensions of diversity influence how they cope with social isolation; chronic stress and trauma; as well as access to employment, health care, safe & affordable housing, food, education and other critical needs. The Y is focused on creating equitable and sustainable solutions that address both the immediate needs of the community and the systemic root causes that lead to inequities. Organizations such as the Y are built on people – without individuals at all levels having the same understanding of diversity, inclusion and equity – the organization cannot begin to effectively strengthen communities. We must be mindful of others and respectful to all.

pants in our Road Race

most

volunteer board & committee members and program, event & policy volunteers donated over hours of their time

$235,000

3748

in indirect assistance in resources, facility use, volunteer hours & more

$7,505

Race 4 Chase

$6,772

Safety Around Water

202

COMMU

SUPP

CAMPA

$46,007

Child Care & Program Assistance

021

$22,315

Membership for All

$43,696

Upward Bound

UNITY

PORT

AIGN

$44,616

Camp Ulbrich

COMMUNITY SUPPORT CAMPAIGN In 2021, we raised $179,463 and every dollar donated has a lasting impact on the people right here in our community. From newborns at both of our YMCA Learning Community centers to 8th graders in Enrichment & Leadership for Middle School, our child care programs provide youth with the tools and resources they need to succeed in life. We provide experiences to help entire family units cope, grow, communicate and care for each other. Upward Bound helps students in grades 4-12 grow & develop in a constructive environment with positive role models. Youth are challenged to reach past their limitations with decision-making opportunities, recreational activities, and positive self-expression. The goal of Upward Bound is to develop social skills, analytical thinking and self-esteem by creating an atmosphere where youth & teens feel safe, valued and free to express themselves. With Membership for All, funds from the Community Support Campaign are distributed on a sliding scale to those with a documented need in our community. Every summer, children from ages 4 to 15 build character, form lifelong friendships and experience the adventure of a lifetime at Camp Ulbrich. With arts & crafts, swim lessons, all-camp competitions and more, Camp Ulbrich always offers campers the opportunity to meet & overcome new exciting challenges. Race 4 Chase provide kids with a safe, healthy non-competitive environment to discover the sport of triathlon and empowers them to reach their full potential. It brings together kids from all different backgrounds and educates them on how to adopt a healthy lifestyle, coaches them to develop a foundation of athletic skills, and inspires them to aim high in sports and in life. The YMCA’s Safety Around Water program teaches kids water safety skills that help reduce the risk of drowning and builds confidence in and around water. We have partnered with the Ulbrich Boys & Girls Club and the Spanish Community of Wallingford to provide this program to youth in our area.

COMMUNITY PARTNERS We are grateful to our community partners who have made it possible for us to expand our mission and outreach to Greater Wallingford. ACES American Cancer Society American Heart Association American Red Cross Anthem Blue Cross/Blue Shield Benhaven Boy Scouts of America Charity Recycling Choate Rosemary Hall CMAK Foundation Coalition for a Better Wallingford Community Foundation of Greater New Haven Connecticut Alliance of YMCA's Cuno Foundation Ferguson & McGuire Insurance Gaylord Hospital Girl Scouts of America Hartford Healthcare High Roads Transition Institute ION Bank Foundation Kiwanis Club of Wallingford Liberty Bank LiveSTRONG Foundation Masonicare Masters Manna Food Bank Mayors Substance Abuse Council Midstate Medical Center Morostar Transportation James H. Napier Foundation

Quinnipiac Chamber of Commerce Quinnipiac University Rushford Center Inc. Salvation Army South Central CT Spanish Community of Wallingford State of CT - Department of Social Services State of CT - Department of Children & Family Services State of CT - Office of Early Childcare Tagliatela Family Foundation Town of Wallingford Board of Education Town of Wallingford Fire Department Town of Wallingford Health Department Town of Wallingford Parks & Recreation Town of Wallingford Police Department Town of Wallingford Youth & Social Services Ulbrich Boys and Girls Club Ulbrich Family Foundation United Way of Meriden/Wallingford USA Swimming Wallingford Public Library Wallingford Rotary Club Wallingford Senior Center Walmart Webster Bank Wells Fargo Foundation WPAA-TV YMCA of the USA YMCA Professional Network

THANK YOU TO OUR 2021 SUPPORTERS 9Round New England LLC Advanced Protection LLC ‡ Air Temp Mechanical Services, LLC ‡ Jonas Peter Akins Cassandra Allen Lynn Allen • allnex ‡ America's Charities Neil Amwake Jane Arisco Rebecca Augur Tom Awdziewicz ‡ Gasser Badawi Sarah Baxter • Laura Bertekap Frank Best Erin Bickelhaupt • Thomas Billups Michael Birks Fred Blakeslee Christina Bracone Dean Brenner ≈ Henna Brown Craig Burns Mary Bush BYK-Chemie ‡ Jason Cabral • Dorothy Celata Alida Cella Andrea Chamberlain Olivia Chamberland Nancy Charles Seamus Chesery • Thomas Chesery • Choate Rosemary Hall ‡ CMAK Foundation • ConnectiCare Inc ‡ Connecticut Business Systems ‡ Connecticut Custom Aquatics, LLC ‡ Julie Crouse • Louis Czerwinski Sally Darrow Kevin Delaney Thomas Dellipoali

Bryan DeMars Ralph DeMusis Glen Dickinson Diversified Building Services ‡ Christine Doheny The Doherty Family Dunkin Donuts of Wallingford, CT ‡ Danielle Dunn Ellen M Dunn Tara Durant Nancy Early • Kejohn Ervin Kemon Farray Juna Ferguson • Ferguson & McGuire ‡ Regina Ferreira Fidelity Charitable The Fill Up Norman Fishbein ‡ Joe Franke The Fred Ulbrich Memorial Fund • Jenni & Paul French Sally Frielle G & G Beverage Distributors, Inc. ‡ Rosalind Gallagher ‡ Norman Gaudet Howard Gay Gaylord Hospital ‡ Dawn Geremia William Gibson Elliot Gonzalez • Wanda Gonzalez • Jeanette Gross Kasie Hard Wally Harper Jessica Harris • Alex Hentz Scott Hesse Jessica Hodum • Kirk Hughes ION Bank Foundation ‡ Evans Jacobs James H Napier Foundation Renee Janes

SPECIAL CAMPAIGN DESIGNATIONS ≈ Just Add Water Capital Campaign JB Sports • Marcia Juliano Isabella Jump Jeffry Kamenetz Joseph & Rochelle Kanell ≈ • Carmela Kenney Donald Kirshbaum Sara Kirshbaum Sandra Klimas • Bill Klingenberg • Frances Lafrance-Proscino The Lattimer Corporation Deborah Lawrie Liberty Bank Foundation ≈ Life Fitness ‡ Nancy Lodge Mary Luther Geraldine Mahon Charles Martin Masonicare ‡ Tammi Mastroianni Matrix Fitness ‡ Alan Mayhew Jack McDonnell Jennifer McIntyre • Deborah McKenzie Clair McMahon • Shyla McNulty • Midstate Medical Center ‡ Suzanne Mitoraj Michael Moran Marie Mumaugh David Nava Newtown Savings Bank ‡ Joanne Nottingham • Jim & Brenda O'Brien ≈ Odyssey Group Foundation John O'Neil Alan Pease James Pelton Kari Plourde Ann Marie Pratson Celia Reilly Richard Romao Rotary Club of Wallingford

• Send a Kid to Camp

‡ Fishbein/YMCA Road Race

Marlene Rubin • Jorge Ruisanchez SAGE at Cook Hill SAGE at EC Stevens SAGE at Highland SAGE at Mary G Fritz SAGE at Moses Y Beach SAGE at Parker Farms SAGE at Pond Hill SAGE at Rock Hill Dave Samen Michelle Sandagata Louis Savenelli John Scarmana Ellen Schowalter ≈ John Scott Sheehy Plumbing & Heating LLC ‡ Linda Siegler • Linda Simonson The Sisters' Project ‡ Eric Skinner Eric Soderman Tyler Sullivan Michelle Sweeney Thomas Talbot Alec Theis Wendy Thibeault Tivity Health Inc ≈ Sandra Trencher Michael Tripodina Tracy Tyree Ulbrich Stainless Steels & Specialty Metals ≈ Priscilla Upchurch Valerie Vetro Visconti and Associates ‡ Roberta Volpati Vox Church ‡ Walmart ≈ Emily Walter Samantha Welch • Kimberly Werbesky Ajiana Williams YMCA Learning Community at Choate YMCA Learning Community at Masonicare YMCA of the USA

JUST ADD WATER With our capital campaign, we need your help to Just Add Water to the West Side Branch and bring a state-of-the-art aquatic center to Wallingford. OUR COMMUNITY The Y is the premier aquatics facility in town and supports almost 1,000 individuals per week. Both our four lane lap pool as well as our warm water teaching & therapy pool allow us to develop programs which serve the ever changing needs of our greater community. These pools facilitate our Safety Around Water partnership with the Spanish Community of Wallingford and the Ulbrich Boys & Girls Club, in addition to swim lessons for Benhaven School. The Y is the home for the nationally recognized competitive Dolphins Swim Team. Our commitment to the aquatics community is wide & deep and we must provide a facility that can exceed its expectations. WHAT AREA RESIDENTS WANT In a recent Community Needs Assessment & Membership Feasibility Study, participants were asked how interested they are in each of 20 major YMCA programs & facilities. Of the factors tested, those most likely to attract usage are: Warm Water Exercise & Therapy Pool 61% Whirlpool 49% Indoor Multi-Purpose Pool 46% Sauna & Steam Room 46% Family Fun Pool with Water Park Features 36%

OUR NEED Usage in both of our pools has consistently outpaced capacity throughout the last decade. In addition, each year we rent pool space from our local high school and country club to support programmatic needs. This demand continues to increase rapidly, thus requiring a larger aquatics facility whose operations perform to the highest of standards. Each & every individual who enters our YMCA facility should have the confidence that their experience at the Y is nothing short of excellent.

OUR PLAN

Our goal is to create a modern, vibrant, gathering place for all, providing educational opportunities, childcare, youth development, wellness and chronic disease prevention for those who live & work in Wallingford and the surrounding communities. The phased construction and fundraising plans will allow us to retain, expand and renovate both community centers, while being fiscally responsible ensuring sustainable YMCA operations. Our West Side Aquatics Facility plans include construction of an eight lane, 25-yard lap pool, warm water family/therapy pool and accessible locker rooms.

WEST SIDE AQUATICS FACILITY CONCEPT DRAWINGS

FINANCIAL STATEMENT Year Ending December 31, 2021 (Unaudited) PUBLIC SUPPORT REVENUE Child Care Fees Membership Dues Youth Camp & Program Fees Contributed Income Special Events United Way Miscellaneous Investment Income Sales of Supplies & Services Capital Donations Government PPP & ERTC Funding

$1,805,805 $960,806 $775,580 $70,618 $33,176 $13,626 $150,354 $5,699 $631

Financial Assistance Discounts

($63,878) ($47,283)

Total Revenue with Capital with Government PPP & ERTC Funding*

$3,702,134

$129,688 $1,373,984

$3,831,832 $5,208,806

EXPENSES Employee Compensation & Benefits Professional Services & Office Expenses Occupancy & Equipment Publicity Insurance National YMCA Dues Training, Travel & Meeting Expenses Financing & Leasing Costs Capital Expenses

$2,539,047 $532,994 $357,147 $12,837 $109,222 $55,858 $49,761 $229,948 $4,163

Total Expenses with Capital

$3,883,814

Depreciation Change in Net Assets with Capital with Government PPP & ERTC Funding*

$196,248 ($377,964)

$3,887,977

*Government PPP & ERTC funding due to COVID-19

($252,393) $1,124,581

OUR LEADERSHIP YMCA LEADERSHIP TEAM

BOARD OF DIRECTORS

Sean Doherty Executive Director

EXECUTIVE COMMITTEE Courtney Grimm Chairman

Chris Kingston Chief Finance Officer Margaret O’Connor Senior Director of Aquatics, Membership & Wellness Eric Skinner Senior Director of Youth Development

MANAGEMENT & ADMINISTRATIVE STAFF Cassandra Allen, Marketing & Outreach Director Carlo Arellano, Head Swim Team Coach Kimberly Clini, Outreach Coordinator Cassandra Cruz, YMCA Learning Community at Choate Coordinator Sarah Feeney, Health & Wellness Director Jacqueline Fishbein, Finance & HR Administrative Assistant Tim Gaiser, Aquatics Coordinator Catherine Librado-Martinez, School Age Growth & Enrichment Coordinator Bryan Keene, Aquatics Director Tammi Mastroianni, Membership & Child Care Billing Coordinator Michael Moran, Human Resources Director Rob Newton, Youth & Camp Coordinator Emily Walter, Childcare Services Director

Robert Mallick Vice Chairman

Norman Gaudet Secretary Joseph Kanell Treasurer DIRECTORS Rajan Doering Roney Eford Joseph Franke Audrey Grove Wally Harper Jeffrey Hernandez Andrew Metzger Samuel Sargeant Bonnie Server Jaime Welch Joshua Wyatt

East Side Branch 81 South Elm Street Wallingford, CT 06492 203.269.4497

West Side Branch 8 North Turnpike Road Wallingford, CT 06492 203.269.4497

YMCA Learning Community Choate Rosemary Hall 333 Christian Street Wallingford, CT 06492 203.697.2723 Masonicare 22 Masonic Ave Wallingford, CT 06492 203.269.4497 x401