ygno-2011-form-990

Bourgeois Bennett, L.L.C. Ill Veterans Blvd., 17th Floor Metairie, Louisiana 70005 504.831.4949 July 19, 2012 Young Men's Christian Association of Metropolitan New Orleans 1050 S. Jefferson Davis Parkway No. 241 New Orleans, LA 70125 Enclosed is the organization's 2011 Exempt Organization return.

Specific filing instructions are as follows.

FORM 990 RETURN: This return has qualified for electronic filing. After you have reviewed the return for completeness and accuracy, please sign, date and return Form 8879-EO to our office. We will transmit the return electronically to the IRS and no further action is required. Return Form 8879-EO to us by August 15, 2012.

We have prepared the return from information you furnished us without verification. Upon examination of the return by tax authorities, requests may be made for underlying data. We therefore recommend that you preserve all records which you may be called upon to produce in connection with such possible examinations.

We recommend that you use certified mail with post marked receipt for proof of timely filing.

We sincerely appreciate the opportunity to serve you. Please contact us if you have any questions concerning the tax return.

Bourgeois Bennett, L.L.C. Certified Public Accountants.

Form

IRS e-file Signature Authorization for an Exempt Organization

8879-EO

For calendar year 2011, or fiscal year beginning

OMB No 1545-1878

, 2011, and ending

2011

,20

Do not send to the IRS. Keep for your records.

• See instructions.

Department of the Treasury

Internal Revenue Service

Employer Identification number

Name of exempt organization

YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN NEW ORLEANS

72-0423890

Name and title of officer

DAVID OZMORE PRESIDENT/CEO iialtiil

Type of Return and Return Information (Whole Dollars Only)

Check the box for the return for which you are using this Form 8879-EO and enter the applicable amount, if any, from the return. If you check the box on line 1a, 2a, 3a, 4a, or 5a, below, and the amount on that line for the return being filed with this form was blank, then leave line 1 b, 2b, 3b, 4b, or 5b, whichever is applicable, blank (do not enter -0-). But, if you entered -O- on the return, then enter -0- on the applicable line below. Do not complete more than 1 line in Part I. l a Form 990 check here • CEH b Total revenue, if any (Form 990, Part VIII, column (A), line 12) 2a Form 990-EZ check here • UD b Total revenue, if any (Form 990-EZ, line 9) 3a Form 1120-POL check here • • b Total tax (Form 1120-POL, line 22)

lb 2b 3b

4a Form 990-PF check here • 1 5a Form 8868 check here • C Z I

4b 5b

;PaifMI:

1 b Tax based on investment income (Form 990-PF, Part VI, line 5) b Balance Due (Form 8868, Part I, line 3c or Part II, line 8c)

5970214

Declaration and Signature Authorization of Officer

Under penalties of perjury, I declare that I am an officer of the above organization and that I have examined a copy of the organization's 2011 electronic return and accompanying schedules and statements and to the best of my knowledge and belief, they are true, correct, and complete. I further declare that the amount in Part I above is the amount shown on the copy of the organization's electronic return. I consent to allow my intermediate service provider, transmitter, or electronic return originator (ERO) to send the organization's return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission, (b) the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for payment of the organization's federal taxes owed on this return, and the financial institution to debit the entry to this account. To revoke a payment, I must contact the U.S. Treasury Financial Agent at 1 -888-353-4537 no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I have selected a personal identification number (PIN) as my signature for the organization's electronic return and, if applicable, the organization's consent to electronic funds withdrawal.

Officer's PIN: check one box only

[XI | authorize BOURGEOIS BENNETT,

L.L.C.

to enter my PIN 70125 Enter five numbers, but do not enter all zeros

ERO firm name

as my signature on the organization's tax year 2011 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I also authorize the aforementioned ERO to enter my PIN on the return's disclosure consent screen.

1

I As an officer of the organization, I will enter my PIN as my signature on the organization's tax year 2011 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I will enter my PIN on the return's disclosure consent screen.

Officer's signature •

Part HI

Date •

Certification and Authentication

ERO's EFIN/PIN. Enter your six-digit electronic filing identification number (EFIN) followed by your five-digit self-selected PIN.

72020070005 do not enter all zeros

I certify that the above numeric entry is my PIN, which is my signature on the 2011 electronically filed return for the organization indicated above. I confirm that I am submitting this return in accordance with the requirements of Pub. 4183, Modernized e-File (MeF) Information for Authorized IRS e-file Providers for Business Returns.

Date •

ERO's signature • .

ERO Must Retain This Form - See Instructions Do Not Submit This Form To the IRS Unless Requested To Do So LHA For Paperwork Reduction Act Notice, see instructions.

123051 12-01-11

Form 8879-EO (2011)

Form

990

Department of the Treasury Internal Revenue Service

Address

• • •

• •

•

change Name

D Employer identification number

YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN NEW ORLEANS

72-0423890

Doing Business As

change Initial -lated return Amended Terminreturn a Application pending

Number and street (or P.O. box if mail is not delivered to street address)

Room/suite E Telephone number

1241

1050 S. JEFFERSON DAVIS PARKWAY

504-568-9622 6,040,505

City or town, state or country, and ZIP + 4

G

NEW ORLEANS, LA

H(a) Is this a group return

70125

F Name and address of principal o f f i c e r D A V I D

OZMORE

SAME AS C ABOVE

I Tax-exempt status: [ X ] 501(c)(3)

•

501(c) (

)<

(insert no.) •

4947(a)(1) or •

J Website: • WWW. YMCANEWORLEANS . ORG K Form of orqani7atinn: f X l Corporation

j i i l

Open to PubSc

and ending

C Name of organization

Check if applicable:

2011

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation) • The organization may have to use a copy of this return to satisfy state reporting requirements.

A For the 2011 calendar year, or tax year beginning B

OMBNo. 1545-0047

Return of Organization Exempt From Income Tax

I

I Trust

I

I Association

I

Gross receipts $

for affiliates?

IZIlYes K J N O H(b) Are all affiliates included? • Yes • No 527 If "No," attach a list, (see instructions) H(c) Group exemption number • Year of formation: 1 8 5 2 | M State of legal domicile: L A

I Other

Summary

1

Briefly describe the organization's mission or most significant activities: T O

PUT

CHRISTIAN

PRINCIPLES

INTO

PRACTICE THROUGH PROGRAMS THAT BUILD A HEALTHY SPIRIT, MIND AND BODY Check this box • I I if the organization discontinued its operations or disposed of more than 25% of its net assets.

Number of voting members of the governing body (Part VI, line la)

34 34 506 250 0.

0.

Number of independent voting members of the governing body (Part VI, line 1 b) Total number of individuals employed in calendar year 2011 (Part V, line 2a) Total number of volunteers (estimate if necessary) 7 a Total unrelated business revenue from Part VIII, column (C), line 12 b Net unrelated business taxable income from Form 990-T, line 34

7a 7b Prior Year

8 9

V) t> (A C X LU

Contributions and grants (Part VIII, line 1h) Program service revenue (Part VIII, Iine2g)

10

Investment income (Part VIII, column (A), lines 3,4, and 7d)

11

Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and l i e )

12 Total revenue • add lines 8 through 11 (must equal Part VIII, column (A), line 12) 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) 14 Benefits paid to or for members (Part IX, column (A), line 4) 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 16a Professional fundraisingfees (Part IX, column (A), line l i e ) 17

b Total fundraising expenses (Part IX, column (D), line 25) • Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e)

Current Year

1,892,786 2,684,170 -80,970 125,549 4,621,535

2,481,047 3,212,512 9,420 267,235 5,970,214

2,981,239.

0

0.

0.

3,708,233.

0.

1,797,396.

4,778,635.

-157,100.

2,243,860.

5,952,093.

18,121.

0^

18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) 19 Revenue less expenses. Subtract line 18 from line 12

Beginning of Current Year d}J2 C/)C9

u>ca

20 Total assets (Part X, line 16) 21

Total liabilities (Part X, line 26)

22

Net assets or fund balances. Subtract line 21 from line 20

End of Year

13,723,941.

8,808,556.

4,915,385.

13,390,842 8,773,437 4,617,405

j j i i l i i l Signature Block Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

k Sign

^

Signature of officer

Here

k

DAVID

*

Type or print name and title

OZMORE,

Print/Type preparer's name

Date

PRESIDENT/CEO Preparer's signature

LAURENCE R . HOLMES Firm's name fc> B O U R G E O I S B E N N E T T , L . L . C .

Use Only Firm's address • H I VETERANS B L V D .

1 7 T H FLOOR M E T A I R I E , LA 7 0 0 0 5 Paid Preparer

May the IRS discuss this return with the preparer shown above? (see instructions) 132001 01-23-12 LHA For Paperwork Reduction Act Notice, see the separate instructions.

Date

Check 1 | it sell-employed

Firm'sElN*

Phoneno.

PTIN P00664488 72-0136870

504.831.4949 [ X j Yes I I No Form 9 9 0 (2011)

SEE SCHEDULE O FOR ORGANIZATION MISSION STATEMENT CONTINUATION

YOUNG MEN'S CHRISTIAN ASSOCIATION OF Form990 (2011)

METROPOLITAN NEW ORLEANS

72-0423890

Paae2

Partltttl Statement of Program Service Accomplishments 1

Check if Schedule O contains a response to any question in this Part III Briefly describe the organization's mission:

I

I

TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD A HEALTHY SPIRIT, MIND AND BODY FOR ALL. 2

3 4

4a

Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? • Y e s f X l No If "Yes," describe these new services on Schedule O. Did the organization cease conducting, or make significant changes in how it conducts, any program services?

1 I Yes I X I No If "Yes," describe these changes on Schedule O. Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses.

Section 501 (c)(3) and 501 (c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.

(Code:

) (Expenses $

Z f \jy

-i f O Z Z .

including grants of $

) (Revenue $

O 3J

/ JZ

J .

)

YOUTH DEVELOPMENT. OUR YMCA IS COMMITTED TO NURTURING THE POTENTIAL OF EVERY CHILD AND TEEN. WE BELIEVE THAT ALL KIDS ARE AT RISK AND DESERVE THE OPPORTUNITY TO DISCOVER WHO THEY ARE AND WHAT THEY CAN ACHIEVE. THAT'S WHY WE HELP YOUNG PEOPLE CULTIVATE THE VALUES, SKILLS, AND RELATIONSHIPS THAT LEAD TO POSITIVE BEHAVIORS, BETTER HEALTH, AND EDUCATIONAL ACHIEVEMENT. OUR YMCA PROGRAMS SUCH AS ADVENTURE GUIDES, AQUATICS, DAY CAMP AND YOUTH SPORTS, OFFER A RANGE OF EXPERIENCES THAT ENRICH COGNITIVE, SOCIAL, PHYSICAL AND EMOTIONAL GROWTH. FINANCIAL ASSISTANCE OF $28,109 WAS GIVEN TO 372 MEMBERS. INCOME IS SHOWN NET OF FINANCIAL ASSISTANCE. 4b

(Code:

) (Expenses $

Z , J J 3

, OZ J .

including grants of $

) (Revenues

Z f U\jy

f Z J / m )

HEALTHY LIVING. THE Y IS A LEADING VOICE ON HEALTH AND WELL-BEING. WE BRING FAMILIES CLOSER TOGETHER, ENCOURAGE GOOD HEALTH, AND FOSTER CONNECTIONS THROUGH FITNESS, SPORTS, FUN, AND SHARED INTERESTS. AS A RESULT, OVER 13,000 PEOPLE IN OUR COMMUNITY ARE RECEIVING THE SUPPORT, TRAINING, AND RESOURCES THEY NEED TO ACHIEVE GREATER HEALTH IN SPIRIT, MIND, AND BODY. THIS IS PARTICULARLY IMPORTANT AS OUR NATION STRUGGLES WITH AN OBESITY CRISIS, FAMILIES STRUGGLE WITH WORK/LIFE BALANCE, AND INDIVIDUALS SEARCH FOR PERSONAL FULFILLMENT. OUR PROGRAMS ARE ACCESSIBLE, AFFORDABLE, AND OPEN TO ALL FAITHS, BACKGROUNDS, ABILITIES, AND INCOME LEVELS. IN 2011 WE PROVIDED $517,455 IN FINANCIAL ASSISTANCE TO 6,193 MEMBERS WHO OTHERWISE WOULD HAVE FACED ECONOMIC BARRIERS TO PARTICIPATION. 4c

(Code:

4e

SOCIAL RESPONSIBILITY. OUR YMCA BELIEVES IN GIVING BACK AND SUPPORTING OUR NEIGHBORS. WE HAVE BEEN LISTENING AND RESPONDING TO OUR COMMUNITY'S MOST CRITICAL SOCIAL NEEDS FOR MORE THAN 150 YEARS. Y PROGRAMS, SUCH AS YMCA EDUCATIONAL SERVICES (YES!) ADULT LITERACY AND WORKFORCE DEVELOPMENT PROGRAM, WILSON AFTER SCHOOL PROGRAM, RIVER PARISHES YOUTH AND TEEN CENTERS AND HOME FOR THE HOLIDAYS WHICH SERVES HOLIDAY MEALS TO THE ELDERLY AND SHUT-INS ARE EXAMPLES OF HOW WE DELIVER TRAINING, RESOURCES, AND SUPPORT THAT EMPOWER OUR NEIGHBORS TO EFFECT CHANGE, BRIDGE GAPS, AND OVERCOME OBSTACLES. WE PROVIDED $197,793 OF SERVICES TO 175 PEOPLE WHO COULD NOT OTHERWISE AFFORD ADULT Total program service expenses • 5 , 2 3 4 , 055 LITERACY SERVICES.

) (Expenses $

/ O b , l U o .

including grants of $

) (Revenue $

(Expenses $

02-09-12

including grants of$

)

Form 990 (2011)

4d Other program services (Describe in Schedule O.)

132002

J D / , " . 3 Z .

) (Revenue $

J

Form 990 (2011

YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN NEW ORLEANS

72-0423890

PaoeS

Checklist of Required Schedules

Yes 1

No

Is the organization described in section 501 (c)(3) or 4947(a)(1) (other than a private foundation)?

If "Yes," complete Schedule A

2 3

Is the organization required to complete Schedule B, Schedule of Contributors Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Parti

4

Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II Is the organization a section 501 (c)(4), 501 (c)(5), or 501 (c)(6) organization that receives membership dues, assessments, or

5

X

7

similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I Did the organization receive or hold a conservation easement, including easements to preserve open space,

8

the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide

X

9

credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV

X

6

10

Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part V

11

If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X

X

10

as applicable. a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D, Part VI b Did the organization report an amount for investments - other securities in Part X, line 12 that is 5% or more of its total assets reported in PartX, line 16? If "Yes," complete Schedule D, Part VII

11b

c Did the organization report an amount for investments - program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII

11c

11a

d Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in PartX, line 16? If "Yes," complete Schedule D, Part IX e Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X f Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, PartX Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete Schedule D, Parts XI, XII, and XIII b Was the organization included in consolidated, independent audited financial statements for the tax year?

If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional 13 Is the organization a school described in section 170(b)(1 )(A)(ii)? If "Yes," complete Schedule E 14a Did the organization maintain an office, employees, or agents outside of the United States?

X

lid 11e lit

X

12a

12a 12b 13 14a

b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 15 16

or more? If "Yes," complete Schedule F, Parts I andIV Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If "Yes," complete Schedule F, Parts II and IV Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If "Yes," complete Schedule F, Parts III and IV

14b

15 16

17

Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and l i e ? If "Yes," complete Schedule G, Parti

17

18

Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1cand8a?/r'Ves,"co/Dp/efeSc/7eduteG, Part II

18

19

Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III

20a Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H b If "Yes" to line 20a. did the organization attach a copy of its audited financial statements to this return?

132003 01-23-12

X

X 19 X 20a 20b Form 9 9 0 (2011)

Form 990 (2011)

YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN NEW ORLEANS

72-0423890

Paae4

j j i j i l i i Checklist of Required Schedules (continued)

Yes 21

No

Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II

21

X

22

Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and III

22

X

23

Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Scheduled

23

24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If "Yes," answer lines 24b through 24d and complete Schedule K. If "No", go to line 25 b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?

X

24a 24b

c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? d Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?

25a Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Parti b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I 26 Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization's tax year? If "Yes," complete Schedule L, Part II 27

24c 24d 25a

25b

_x^

26

X

27

X

28a

X

Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member

28

of any of these persons? If "Yes," complete Schedule L, Part III Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions): a A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV

b A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV 29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M

28b

29

30

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation 30

31

contributions? If "Yes," complete Schedule M Did the organization liquidate, terminate, or dissolve and cease operations?

If "Yes," complete Schedule N, Parti

31

32

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?/f "Yes," complete

33

Schedule N, Part II Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701 -2 and 301.7701 -3? If "Yes," complete Schedule R, Parti

Was the organization related to any tax-exempt or taxable entity?

If "Yes," complete Schedule R, Parts II, III, IV, and V, line 1 35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? b Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 36 Section 501 (c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization?

X

28c

X

32 X

33

34

34

35b

If "Yes," complete Schedule R, Part V, line2

36

37

Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI

37

38

Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19?

Note. All Form 990 filers are required to complete Schedule O

132004 01-23-12

X

35a

X

38 Form 9 9 0 (2011)

Form 990 (2011

ffirjil

YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN NEW ORLEANS

72-0423890

PaoeS

Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule 0 contains a response to any question in this Part V

•

Yes 1 a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable b Enter the number of Forms W-2G included in line 1 a. Enter -0- if not applicable

No ss-jsgj! mtm:

26 n i l 0

1a 1b

fimmtfSKSW*

(gambling) winnings to prize winners?

2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return

1c 2a

506

IspSS 2b

b If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1 a and 2a is greater than 250, you may be required to e-file (see instructions) 3a Did the organization have unrelated business gross income of $1,000 or more during the year?

III X

3a 3b

X

4a SSSiS:

See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial f Accounts.

5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?

::::::;::: _

5a

b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

5b

c If "Yes," to line 5a or 5b, did the organization file Form 8886-T?

5c

6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?

X X

6a

b If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts 6b were not tax deductible? ^mw: 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? 7a

:•:•:•:-:-:•:-:•:-:•

b If "Yes," did the organization notify the donor of the value of the goods or services provided? c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required

7b

to file Form 8282? d If "Yes," indicate the number of Forms 8282 filed during the year

7c

SiSilS:

7fl 7h

h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? 8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?

ill!

9a : : ::: : ^::: : :o>:

10a 10b

Section 501 (c)(12) organizations. Enter: 11a

Section 501 (c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state?

Note. See the instructions for additional information the organization must report on Schedule O. b Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans c Enter the amount of reserves on hand

"""x" X

9b

lib amounts due or received from them.)

12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041 ? b If "Yes," enter the amount of tax-exempt interest received or accrued during the year 12b 13

lisi 8

Sponsoring organizations maintaining donor advised funds.

a Gross income from members or shareholders b Gross income from other sources (Do not net amounts due or paid to other sources against

X X X X

7e 7f

e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contrac t?

11

_

X

7d

f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? g If the organization received a contribution of qualified intellectual property, did the organization file Form 88 99 as required?...

a Did the organization make any taxable distributions under section 4966? b Did the organization make a distribution to a donor, donor advisor, or related person?

10 Section 501 (c)(7) organizations. Enter: a Initiation fees and capital contributions included on Part VIII, line 12 b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

mm X

x^x^:^:-

b If "Yes," has it filed a Form 990-T for this year?/r'/Vo,"prov/de an exp/anaf/on/nScftedu/eO 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?

9

•SSS!:!

1111

::::•:•:::•:::::::#

: -i££££:mm ::M^M : : :::: ^mm :

:::":"::"::::: i l l ! ;™;™;i l l l l l mm tf:::::::::;:*: ^1!

•:•:•:•:•:•:•:-:-.•:•

:-::-^y^'-y.y

Ill 12a

1111Illl 13a

1111 1!!!

SSSSK iSJ-SBB 13b

mm

111Illl l^x^oivxl

13c

14a Did the organization receive any payments for indoor tanning services during the tax year? b If "Yes," has it filed a Form 720 to reoort these oavments? If "No," provide an explanation in Schedule O

mmx

14a 14b

X

Form 9 9 0 (2011) 132005 01-23-12

Form 990 (2011)

YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN NEW ORLEANS

72-0423890

Paae6

I f J U i l j l G o v e r n a n c e , M a n a g e m e n t , a n d D i s c l o s u r e For each "Yes" response to lines 2 through 7b below, and for a "No" response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule 0. See instructions.

Check if Schedule O contains a response to any question in this Part Vl

LXJ

Section A. Governing Body and Management Yes 1a Enter the number of voting members of the governing body at the end of the tax year If there are material differences in voting rights among members of the governing body, or if the governing

1a

body delegated broad authority to an executive committee or similar committee, explain in Schedule 0.

1b b Enter the number of voting members included in line 1 a, above, who are independent 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee?

3 4

Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, or trustees, or key employees to a management company or other person?

Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?

5

Did the organization become aware during the year of a significant diversion of the organization's assets?

No

34

34

X

6 Did the organization have members or stockholders?

7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body?

X

7a

b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or 8

9

persons other than the governing body?

7b

Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: The governing body?

Each committee with authority to act on behalf of the governing body?

8a 8b

Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the

organization's mailing address? If "Yes," provide the names and addresses in Schedule O S e c t i o n B. P o l i c i e s (This Section B requests information about policies not required by the Internal Revenue Code.)

Yes 10a Did the organization have local chapters, branches, or affiliates? b If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?

11a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? b Describe in Schedule O the process, if any, used by the organization to review this Form 990.

10a

12a Did the organization have a written conflict of interest policy? If "No," go to line 13 Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?

12a 12b

Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done

10b

X

11a

13

Did the organization have a written whistleblower policy?

12c 13

14

Did the organization have a written document retention and destruction policy?

14

15

No

X X

Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? a The organization's CEO, Executive Director, or top management official b Other officers or key employees of the organization If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).

16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? b If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements?

15a 15b

X X

16a

16b

Section C. Disclosure

NONE

17

List the states with which a copy of this Form 990 is required to be filed â&#x20AC;˘ _

18

Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501 (c)(3)s only) available

19

for public inspection. Indicate how you made these available. Check all that apply.

I X I Own website I X I Another's website 1 X 1 Upon request Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial

20

statements available to the public during the tax year.

State the name, physical address, and telephone number of the person who possesses the books and records of the organization: â&#x20AC;˘

DAVID OZMORE - 504-568-9622 1050 S. JEFFERSON DAVIS PARKWAY, SUITE 241, NEW ORLEANS, LA 132006 01-23-12

70125 Form 9 9 0 (2011)

YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN NEW ORLEANS

72-0423890 itHrtiiiiij Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors

Form 990 (2011)

Check if Schedule O contains a response to any question in this Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1 a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year.

Page?

•

• List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation.

Enter -0- in columns (D), (E), and (F) if no compensation was paid.

• List all of the organization's current key employees, if any. See instructions for definition of "key employee."

• List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations.

• List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations.

• List ail of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons.

I

(1)

I Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.

(A) (B) (C) (E) (D) Position Name and Title Average Reportable Reportable (do not check more than one hours per box, unless person is both an compensation compensation officer and a director/trustee) week from related from (describe the organizations hours for (W-2/1099-MISC) organization related (W-2/1099-MISC) organizations in Schedule O)

(F) Estimated amount of other compensation from the organization and related organizations

SHERIFF MARLIN QUSMAN

2ND VICE CHAIR (2) A. KELTON LONGWELL- GOTTSCHE CHAIR

1.00 1.00

X

0.

0.

0.

0.

0.

0.

(3) THEODORE BARKERDING SECRETARY

1.00

0.

0.

0.

(4) CLAY BROOKS BOARD MEMBER

1.00

0.

0.

0.

1.00

0.

0.

0.

BOARD MEMBER

1.00

0.

0.

0.

(8) JOHN DIAS BOARD MEMBER

1.00 X

0.

0.

(5) BRANDON NELSON BOARD MEMBER (6) ELDER GWIN BOARD MEMBER (7) D. MARK SINGLETARY

1.00

(9) DICK FINER BOARD MEMBER (10) JOEL FUNDERBURK

1.00

BOARD MEMBER

1.00 X

0.

0.

(11) G. PRATT PROVOSTY 1ST VICE CHAIR

1.00

0.

0.

(12) JON LUTHER BOARD MEMBER

1.00

0.

0.

BOARD MEMBER (14) KING LOGAN

1.00 X

0.

0.

BOARD MEMBER (15) KURT EVANS

1.00

0.

BOARD MEMBER

1.00

0.

1.00

0.

0.

(13) KEN PICKERING

(16) MARY MARGARET GORMAN BOARD MEMBER (17) OP "BOOTS" HOFFMAN BOARD MEMBER 132007 01-23-12

1.00 X

0.

Form 9 9 0 (2011)

YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN NEW ORLEANS

Form 990 (2011)

72-0423890

IPjJitjyB: Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (B) (C) (A) (D) (E) Position Average Name and title Reportable Reportable (do not check more than one hours per box, unless person is both an compensation compensation officer and a director/trustee) week from from related (describe organizations the hours for (W-2/1099-MISC) organization related (W-2/1099-MISC) organizations in Schedule O)

(F) Estimated amount of other compensation from the organization and related organizations

II

(18) RICHARD YANCEY BOARD MEMBER

1.00 X

0.

(19) ROBERT HASSINQER BOARD MEMBER

1.00 X

0.

(20) TIMOTHY H. SCOTT BOARD MEMBER

1.00 X

0.

0.

(21) KAREN DEBLIEUX PAST CHAIR

1.00

0.

0.

(22) SCOTT DAVIS HARDIE BOARD MEMBER

1.00 X

0.

0.

(23) JUSTIN SCHMIDT BOARD MEMBER

1.00 X

0.

0.

TREASURER

1.00

0.

0.

(25) C. ALLEN FAVROT BOARD MEMBER

1.00 X

0.

0.

(26) DENISE JEFFERSON BOARD MEMBER

1.00 X

0.

0.

X

PageS

0.

0.

(24) NEEL FALLIS

1b Sub-total c Total from continuation sheets to Part VII, Section A d Total (add lines 1b and 1c)

• • •

0 18,577 18,577

143,294 143,294

Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization • Yes

No

Did the organization list any former officer, director, or trustee, key employee, or highest compensated employee on

X

line la? If "Yes," complete Schedule J for such individual For any individual listed on line l a , is the sum of reportable compensation and other compensation from the organization

X

and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual Did any person listed on line 1 a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person Section B. Independent Contractors 1

Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year.

(A) Name and business address

(B) Description of services

LAMAR CONTRACTORS, I N C .

4 8 1 SUGARLAND PARKWAY, L U L I N G , LA 7 0 0 7 0 B U I L D I N G CONTRACTOR STUDIO HOPE, LLC DBA MODERN MARKET, 3 1 3 8 MAGAZINE STREET, STE C , NEW ORLEANS, LA FURNITURE STORE TOM LANDRY I I , 5 1 7 SORAPARU, LOFT 3 0 4 , NEW B U I L D I N G CONTRACTOR ORLEANS, L A 7 0 1 3 0

2

Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the orqanization •

3

SEE PART VII, SECTION A CONTINUATION SHEETS 132008 01-23-12

(C) Compensation

1,718,618.

119,370.

119,282.

HHI^B Form 9 9 0 (2011)

Form 990 (2011) M E T R O P O L I T A N NEW ORLEANS 72-0423890 WMmfffc Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (A) (C) (B) (D) (E) (F) Name and title Average Position Reportable Reportable Estimated hours (check all that apply) compensation compensation amount of per from from related other week the organizations compensation 1 organization (W-2/1099-MISC) from the B f (W-2/1099-MISC) organization 6 and related s organizations

]

I

1

£ (27)

HAKS A . B .

JONASSEN

BOARD MEMBER (28)

BOARD MEMBER (29)

JOHN K.

0.

X

0.

0.

0.

1.00

X

0.

0.

0.

1.00

X

0.

0.

0.

1.00

X

0.

0.

0.

1.00

X

0.

0.

0.

1.00

X

0.

0.

0.

143,294.

0.

18,577.

JIM KELLY

BOARD MEMBER (34)

0.

MIKE RODRIGUE

BOARD MEMBER (33)

0.

CLAUDELLE VALLETTE

BOARD MEMBER (32)

1.00

X

DENNIS PFEFFERLE

BOARD MEMBER (31)

X

ROBERTS JR

BOARD MEMBER (30)

1.00

DAVID NIELSEN

DAVID OZMORE

PRESIDENT & CEO

Total to Part VII, Section A, line 1c

132201 05-01-11

50.00

X

143,294.

18,577.

YOUNG MEN'S C H R I S T I A N A S S O C I A T I O N OF Form 990 (2011) METROPOLITAN NEW ORLEANS H i ! • : ! l $ | Statement of Revenue

^HI^^^^^^^HI^^S^B^B^B II 2=

1 a Federated campaigns b Membership dues c Fundraising events d Related organizations e Government grants (contributions)

O—

ii

it

f g

§1

:;x::o:::::-::S:::^:^:^:::::::::;:::;:;:::;:;:;:::::o:::^: :-:-:-:-:-:o:->:-:^::':::'::/:-:-:::-:v:':-///:'///:

lilliiillilll MMm^y^yym^^ lllll :|S1111111 llillllillll^n^^M^mM<

642,015.

1e

;

:::::::;::::::::::::::::::: -:::::"::::::::::::::::::::: v: v::::::: vi ::i::::::::o::xo::::::::::::^^

mmmmmmmm mmrnmmmm mmmmmmrnmi :::::::;:x:::;:::v:::;:::::::::::::::::::::x:::;:::::::::::

1641349.

12,507.

•

If

Noncash contributions included in lines 1 a-1 f: $

h Total. Add lines 1 a-1 f

0:::::::::::::::::::::::::::::::;:::;:::::::::::i::v-:v:i:i

::::::::::::::::::::::::::::

: : : : : : : : : : : : : : i : : : : : : : : : : i : :^

Business Code

624110 624110 624100

1•

e f All other program service revenue a Total. Add lines 2a-2f 3 Investment income (including dividends, interest, and other similar amounts) 4 5

•

2009237.

835,323.

367,952.

llllllliiiilll

• (i) Securities

::::::::o:::::::::::::::-:::::^:::::::::::::x::':::":'>:;::

:::vX>:>x:x:x:x:x::::;:::::::::::::::::::::::::::o::::.

i

: y::::::v::::v:v:v:v:::::::::::::::::::::::::::::::::^

:-:•:•:•:•:•:•:•:•:-:-:•:•:•:•:•:•:•:•:•:•:-:-:•:•:-:-:•:•:•:•:•:•:•:•:•:

>:;:ox'x":::::::::o::>:::v::x:::::::x;:;x:x:x:x>

WMMiWMm^mi illlllllllllllllm^ZiZM^Mttii j:j:;:o:;:;:;:;^:;:;:j:j:;:j:j:j:j:j:j:;:;:;:;:;:;:;:;:^

21,980.

llllllliiiilll illlllillllllliii

(ii) Other

^^^^^m :::::;:::::;:::;:::;:;::';:;:;:;:::::::;:;:::v:;:x

:;x;:;:;i;:;:;:;:ox:x:::;:;:;:x:|:;:;x|:;:;:;:;:;:::

;

-110. v:v: : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : :^:v:-:X:-: : : ;

:::::::::::::::::::-:':oio:o:::o:o^

a b

139079.

70,181.

•

:::::::::::::::::::::::::::::::::::::v:::::::v::::::::::::S

wmmmmmm 68,898.

Ililslllllllilllll

;:;>:;:;x;:;:;:i:i:ii;:;:;:j:W :::::::::::::::::^:::::::::::::::::;::::::::::::::::::::::::::::::v:: :::-:::v:-/Xv:v:o:v:v:':::::::::::::::::::::^:::v:v

|:;:;x|:;:;:;:j:j:j:;:j:j:;:;:;:;::.;:;:;:;:;:|:;xx:|:;^

iiiiiiiiiisisiiii

I:: v: ::?>: •::::::i::::::::::::0 : : : : i : : : : : : • :•: vi v: v:

:lll|::l::|||||lllll

::::: :::: ::::::: ::::::::::;::::::

: : : ! x : ! : :: : : : : : : :': : : : : : : : : : : : : : : : : :

• W§m^^

a b

11,100.

0. :::::::::: : : • ' ' ' ' ' ' ' ' ' ' i i',"i'oo ."

c Net income or (loss) from sales of inventory ..

Miscellaneous Revenue Business Code

11 a BELOW MARKET LOAN b BC ENTERPRISE TAX CRED c MISCELLANEOUS INCOME

132009 01-23-12

mmmmmmm

lllllllllllllll

:::: I::: I:::::::::::: v:::::::::::-:::::::::-::: -i-lvlvi'iO/:^:

9 a Gross income from gaming activities. See Part IV, line 19 a b Less: direct expenses b c Net income or (loss) from gaming activities ..

d All other revenue e Total. Add lines 11 a-1 I d 12 Total revenue. See instructions.

:::::::;::::::::::::i;i::::::::::::::::::::::::::::::^::::!:S::: '•:::;:-: -:: x:::::::::::::::::::::: v: : : : : •: '••'•••yy. '•: '•: '•:"::

: : : : : : : : :^ : : : :•:v::^^:^ : ^>:•::• : "::!w : : : : : : : : : : : : :

c Net income or (loss) from fundraising events

10 a Gross sales of inventory, less returns and allowances b Less: cost of goods sold

™;SSws;i;i;^

: :

contributions reported on line 1 c). See Part IV, line 18 b Less: direct expenses

|||||:||||||||1||

: : : : : : : : :

d Net gain or (loss) 8 a Gross income from fundraising events (not including $ of

m

::::::;::::::::::::::::::::::::::::::::::::::::v:::::::::^^

9,530.

'"""""lI'/gSO'T

110.

-110.

•

c Gain or (loss) 0) 3

llllllliiiilll

835,323.

367,952.

21,980.

d Net rental income or (loss) ..

111^

9,530.

•

> •

7 a Gross amount from sales of assets other than inventory b Less: cost or other basis and sales expenses

:,_.™.™™,™™,, : WM^MMW^Myii

3212512.

Income from investment of tax-exempt bond proceeds • Royalties (i) Real (ii) Personal ::::::::£::::::::::::^^ 21,980.

6 a Gross rents 0. b Less: rental expenses c Rental income or (loss)

oi^i^^ioloxo^o:::::::::::::^

::: : :':::^:^:j:j:j:v: : : : : : : : : : : : x : >: : : : : : :^^^

2a HEALTHY L I V I N G b YOUTH DEVELOPMENT » 3 c SOCIAL R E S P O N S I B I L I T Y fc> d

f

mmmmmm

(D) excludldfrom tax under sections 512, 513,or514

j:j:j:;:o>:;:;xx:;>:o:j:j:j:;:;j:;:;;x;:;:;:;:;:;:;

V

a

(C) Unrelated business revenue

Page9

^>>>:^::SS:¥:y:;>:^:::::::^

lb 1c Id

All other contributions, gifts, grants, and similar amounts not included above

(B) Related or exempt function revenue

(A) Total revenue

197,683.

1a

72-0423890

900099 900099 900099 • •

:

::':::-:^,:,:,::,:,::::-:::v::::::::^:^:^:^:^

11,100.

WM&MMmMM

:::::::::::::::::::

: : : : : : : : : : : : : : : : : : : W:::::::::::::::::::: ::::::::v: : :*rt:£fr:£:£:£:£^

™°^r?23T.

81,237.

76,320.

7,700.

76,320.

7,700.

165,257.

5970214.

3212512.

WMmMMMm 0.

iiiiiiiiiiiiiil 276,655.

Form 9 9 0 (2011)

YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN NEW ORLEANS

Form 990 (2011)

72-0423890

PagelO

j|a jlffi;: Statement of Functional Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).

Check if Schedule 0 contains a response to any question in th is Part IX (A) Do not include amounts reported on lines 6b, n <B) Total expenses 7b, 8b, 9b, and 10b of Part VIII. Program service expenses 1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21

(C) Management and general expenses v : .:-: : :': : : : : : : : : : : : : : : : : : : : : : : : : : : : :^

::::::::::::::::::::::::::::::::::::$:::::^

(D) Fundraising expenses

•

WMmmmMmMmm

2

Grants and other assistance to individuals in

| | | | | | | : | | | | | | | | i

3

the United States. See Part IV, line 22 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 Benefits paid to or for members Compensation of current officers, directors, trustees, and key employees

WMMmMMMMmM

4 5 6

Compensation not included above, to disqualified

£?:oi£:S:?:::ft

::::::::: i ij::::: I: I::::::::: I::::::::.:::.':::::::: •:::: •:::::::::::;:::::-:::::-: '•: '•:: iiii:::!:::!:::!:!:!:;:!:!^

143,294.

35,824

107,470.

2,961,220.

2,762,304

198,916.

352,177.

251,542.

310,672 228,765

41,505.

22,777.

persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) 7 8

Other salaries and wages Pension plan accruals and contributions (include section 401 (k) and section 403(b) employer contributions)

9 10 11

...

Other employee benefits Payrolltaxes Fees for services (non-employees): a Management b Legal c Accounting d Lobbying

ll^^PPIRlll^l

e Professional fundraising services. See Part IV, line 17 f Investment management fees g Other 12 Advertising and promotion 13

Office expenses

14 15

Information technology Royalties

16 17 18

Occupancy Travel Payments of travel or entertainment expenses

19

for any federal, state, or local public officials Conferences, conventions, and meetings

20 21 22 23 24

a b c d

Interest Payments to affiliates Depreciation, depletion, and amortization Insurance Other expenses. Itemize expenses not covered above. (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule 0.)

SUPPLIES EQUIPMENT - MAINTENANCE EQUIPMENT TELEPHONE

e All other expenses 25 Total functional expenses. Add lines 1 through 24e 26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation.

Check here • 132010 01-23-12

I

455,288.

32,132.

315,590 26,585

139,698.

5,547.

281,001.

47,341.

245,000 30,866

36,001.

16,475.

38,393.

253,722.

73,763.

359,291.

106,190.

24,547 223,729 70,339 357,215 25,484

13,846.

29,993.

3,424.

2,076.

80,706. ::::::£:::£:&:::£:::::::::^

!!i!ls!!!!ll!!!lll!!:: l lllill;:|:|llllll

Xv :v:v: : : : : : : : : : : : : : : : : : : : : : :^ : ^ : :^: : ^

306,745.

131,458.

114,388.

30,720.

13,428.

5,952,093.

301,992 124,974 114,388 26,589 9,192 5,234,055

4,753.

6,484.

4,131.

4,236.

718,038.

0.

I if fniiowina SOP 98-2 (ASC 958-720)

Form 990 (2011)

YOUNG MEN'S C H R I S T I A N A S S O C I A T I O N OF Form 990 (2011) METROPOLITAN NEW ORLEANS | Part X | Balance Sheet

7 2 - 0423890

(A) Beginning of year 1 2 3

Cash • non-interest-bearing Savings and temporary cash investments Pledges and grants receivable, net

4 5

Accounts receivable, net Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II

6

(B) End of year

2,987,061.

i 2

354,490.

782,186.

3 4

404,990.

?^mmwmmMMm&

§11illlli:lllii;:;|:|||^llll: 5

of Schedule L Receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing

jjj

SiH:!:!:!:!:!^

Notes and loans receivable, net Inventories for sale or use Prepaid expenses and deferred charges Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D

b Less: accumulated depreciation 11 Investments • publicly traded securities

8!

S

Investments • other securities. See Part IV, line 1 1 Investments • program-related. See Part IV, line 1 1 Intangible assets

15

Other assets. See Part IV, line 11

16 17 18

Total assets. Add lines 1 throuah 15 (must equal line 34) Accounts payable and accrued expenses Grants payable

19

Deferred revenue

20 21 22

Tax-exempt bond liabilities Escrow or custodial account liability. Complete Part IV of Schedule D Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified per•sons. Comolete Part II

1

•o c 3 U.

o w •s z

11,937.

25

Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of

27 28 29

91,127.

iMmmmmmmmm 10c 11 12

12,252,963.

16 17

287,272.

13,390,842.

1,019,507.

18 19

90,237.

15

20 21 : x^x:x*:*:*:*x*::::::::::::::::::::::x^^ ;:j:;:;>x;:;:;:;:;:;:;:;:;:;:;:;x::o:;:;:::::;:;:^^

::">::::::::::::::>>v:::::::::::::::::::v:::::::::::::::::::v::::::^>:::::::::::::::

i i i 11111:1111111111!!!!!!

22

Secured mortgages and notes payable to unrelated th rd parties Unsecured notes and loans payable to unrelated third parties

26

5 m

340,924.

13,723,941.

680,572.

23 24

Schedule D Total liabilities. Add lines 17 throuqh 25 Organizations that follow SFAS 117, check here • lines 27 through 29, and lines 33 and 34.

Unrestricted net assets

6 7 8 9

13 14

of Schedule L

-J

IS

1 5 , 0 6 9 , 9 1 0 . :,,,,,,,:,,„__.„:_.:,, 2,816,947.

12 13 14

.2

3

65,043.

10a 10b

^^H

s mmmmmmmmm

employees' beneficiary organizations (see instructions) 7 8 9 10a

••^^•H I I

employers and sponsoring organizations of section 501(c)(9) voluntary

a

Paae11

LX

Temporarily restricted net assets Permanently restricted net assets Organizations that do not follow SFAS 117, ctleek here

and complete

7,431,367.

23 24

7,446,181.

684,680.

8,808,556.

25 26

217,512.

8,773,437.

WmK^IKmm

llllllll^^^^^f;i;||; ^

_

_

™

_

^

27

1,495,386.

28,870.

•

1

complete lines 30 through 34.

1 and

28 29

^

_

_

873,863.

0.

Illll!!! 11 llllllllll

^S:?:?:::::?:::?:^

30

Capital stock or trust principal, or current funds

30

31 32 33 34

Paid-in or capital surplus, or land, building, or equipme nt fund Retained earnings, endowment, accumulated income, or other funds Total net assets or fund balances Total liabilities and net assets/fund balances

31 32

4,915,385.

13,723,941.

_

33 34

4,617,405.

13,390,842.

Form 990 (2011)

132011 01-23-12

Form 990 (2011)

YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN NEW ORLEANS

72-0423890

Page12

i i i j l i a l Reconciliation of Net Assets

CKl

Check if Schedule O contains a response to any question in this Part XI 1 2

1

Total revenue (must equal Part VIII, column (A), line 12)

2 3 4

Total expenses (must equal Part IX, column (A), line 25) Revenue less expenses. Subtract line 2 from line 1 Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))

5 6

Other changes in net assets or fund balances (explain in Schedule 0) Net assets or fund balances at end of year. Combine lines 3,4, and 5 (must equal Part X, line 33, column (B))

3 4 5 6

5,970,214.

5,952,093.

18,121.

4,915,385.

-316,101.

4,617,405.

Part X|| Financial Statements and Reporting Check if Schedule O contains a response to any question in this Part XII Yes 1

Accounting method used to prepare the Form 990: I

1 Cash

I X I Accrual

I

â&#x20AC;˘

No

I Other

If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule O. 2a Were the organization's financial statements compiled or reviewed by an independent accountant? b Were the organization's financial statements audited by an independent accountant? c If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?

If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.

2a 2b

2c

d If "Yes" to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both: I I Separate basis 1 X I Consolidated basis I I Both consolidated and separate basis 3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? b If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steos taken to undergo such audits

132012 01-23-12

3a

X

3b Form 9 9 0 (2011)

SCHEDULE A (Form 990 or 990-EZ)

2011

Complete if the organization is a section 501 (c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.

• Attach to Form 990 or Form 990-EZ. • See separate instructions.

Department of the Treasury Internal Revenue Service

Name of the organization jjUflll

OMBNo. 1545-0047

Public Charity Status and Public Support

Open to Public

slii^iiiitilll Employer identification number

YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN NEW ORLEANS

72-0423890

R e a s o n f o r P u b l i c C h a r i t y S t a t u s (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)

1 I I A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

2 C Z l A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.) 3 I I A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

4 I I A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state: 5 I I An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.) 6 I

I A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

7 I

I An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

8 I

I A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

9 IXl

10 I 11 1

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions • subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30,1975.

See section 509(a)(2). (Complete Part III.) I An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

1 An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines 11 e through 11 h. a I I Type I b I I Type II c 1 I Type III • Functionally integrated

e1 f g

A person who directly or indirectly controls, either alone or together with persons described in (11) and (iii) below,

the governing body of the supported organization? (ii) A family member of a person described in (i) above? (iii) A 35% controlled entity of a person described in (i) or (ii) above?

Provide the following information about the supported organizations).

(i) Name of supported organization

(il) EIN

(III) Type of organization (described on lines 1-9 above or IRC section (see instructions))

Yes

No

Yes

^^^^B ^^^^^^B1118 BillH

Form 990 or 990-EZ.

Yes

I

1

No

11fl(i) 1lQ(ii) 11g(iii)

(vi)lsthe ;iv) Is the organization (v) Did you notify the organization in col. n col. (i) listed in your organization in col. (i) organized in the governing document? (i) of your support?

U.S.?

Total LHA For Paperwork Reduction Act Notice, see the Instructions for

132021 01-24-12

I Type III - Other

foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).

If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons? (i)

h

d1

I By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than

No

Yes

(vli) Amount of support

No

JPS-S:::;:;:;:;:;:!:

Schedule A (Form 990 or 990-EZ) 2011

Schedule A (Form 990 or 990-Ea 2011

PaoeZ

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support Calendar year (or fiscal year beginning in) • 1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.")

(a) 2007

(b) 2008

(c) 2009

(d)2010

(e) 2011

(f) Total

2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf 3 The value of services or facilities furnished by a governmental unit to the organization without charge 4 Total. Add lines 1 through 3 5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) 6

^^^B

Public support. Subtract line 5 from line 4. g - S i i i S ^

;:£:;:;S:;:;^

^^^^B

BflH

wmmwstm

Section B. Total Support Calendar year (or fiscal year beginning in) •

(a) 2007

(b) 2008

(c) 2009

(d)2010

(e)2011

(f) Total

7 Amounts from line 4 8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources ...

9 Net income from unrelated business activities, whether or not the business is regularly carried on

...

10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) 11 Total support. Add lines 7 through 10 12 Gross receipts from related activities, etc. (see instructi ons)

lOllilllllll

: : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : • : : : : : : : : : : : : : : : : : : : : :

lillliiiilPsli

llll||;|llllll | 12

13 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3) organization, check this box and stop here

• I

I

•

•

•

•

•

•

Section C. Computation of Public Support Percentage 14 Public support percentage for 2011 (line 6, column (f) divided by line 11, column (f)) 14 15 15 Public support percentage from 2010 Schedule A, Part II, line 14 16a 33 1/3% support test - 2011. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization b 33 1/3% support test - 2010. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1 /3% or more, check this box and stop here. The organization qualifies as a publicly supported organization 17a 10% -facts-and-circumstances test - 2011. If the organization did not check a box on line 13,16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization b 10% -facts-and-circumstances test - 2010. If the organization did not check a box on line 13,16a, 16b, or 17a, and line 15 is 10% or

more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization 18 Private foundation. If the organization did not check a box on line 13,16a, 16b, 17a, or 17b, check this box and see instructions Schedule A (Form 990 or 990-EZ) 2011

• •

132022 01-24-12

• •

YOUNG MEN'S CHRISTIAN ASSOCIATION

OF

72-0423890

Schedule A (Form 990 or 990-EZ) 2011 METROPOLITAN NEW ORLEANS ;il>riiti| Support Schedule for Organizations Described in Section 509(a)(2)

Page 3

(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part I , If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support Calendar year (or fiscal year beginning In) • 1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.")

(a) 2007

(b) 2008

(c) 2009

(d)2010

(e)2011

5,165,266.

5,587,118.

3,633,298.

1,892,786.

2,481,047.

18,759,515.

2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose

1,522,096.

1,429,773.

1,006,782.

2,848,187.

3,223,612.

10,030,450.

3 Gross receipts from activities that are not an unrelated trade or business under section 513

79,255.

87,142.

14,325.

6 Total. Add lines 1 through 5

6,766,617.

7,104,033.

4,654,405.

4,740,973.

5,704,659.

28,970,687.

7a Amounts included on lines 1, 2, and 3 received from disqualified persons

2,000,000.

2,500,000.

562,000.

93,520.

90,340.

5,245,860.

562r000.

93r520.

WMMMMtmMi iliilliiilii!!!

90f340.

5,245.860.

liiiiiiiisi

23.724.827.

(f) Total

180,722.

4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf 5 The value of services or facilities furnished by a governmental unit to the organization without charge

b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1 % of the amount on line 13 for the year

c Add lines 7aand 7b 8

0.

2,000,000.

Public SUDDOlt (Subtract line 7c from line 6.)

Section B. Total Support

2.500.000.

Calendar year (or fiscal year beginning in) •

(a) 2007

(b) 2008

(c) 2009

(d)2010

(e)2011

9 Amounts from line 6 10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources ... b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30,1975

6,766,617.

7,104,033.

4,654,405.

4,740,973.

5,704,659.

28,970,687.

11,333.

59,041.

36,545.

58,239.

31,510.

196,668.

c Add lines 10a and 10b 11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on 12 Other income. Do not include gain or loss from the sale of capital

11,333.

59,041.

36,545.

58,239.

31,510.

196,668.

11,262.

60,530.

112,352.

9,409.

84,020.

277,573.

13

6,789,212.

7,223,604.

4,803,302.

4,808,621.

5,820,189.

29.444,928.

Total Support (Add Iines9,10c, 11, and 12.)

(f) Total

14 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3) organization, check this box and stop here

•

•

Section C. Computation of Public Support Percentage 15 Public support percentage for 2011 (Iine8, column (f) divided by line 13, column (f)). . .

15

16 Public support percentage from 2010 Schedule A, Part III, line 15

16

80.57 79.96

% %

Section D. Computation of Investment Income Percentage 17 17 Investment income percentage for 2011 (line 10c, column (f) divided by line 13, column (f)) .67 % 18 18 Investment income percentage from 2010 Schedule A, Part III, line 17 ,67 % 19a 33 1/3% support tests-2011. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization • IX I b33 1/3% support tests - 2010. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization • I \ 20 Private foundation. If the organization did not check a box on line 14,19a, or 19b, check this box and see instructions •!

I 132023 01-24-12 Schedule A (Form 990 or 990-EZ) 2011

Schedule B

Schedule of Contributors

(Form 990, 990-EZ, or 990-PF)

â&#x20AC;˘

OMBNo. 1545-0047

Attach to Form 990, Form 990-EZ, or Form 990-PF.

2011

Department of the Treasury Internal Revenue Service

Name of the organization

Employer identification number

YOUNG MEN'S C H R I S T I A N A S S O C I A T I O N OF METROPOLITAN NEW ORLEANS

72-0423890

Organization type (check one): Filers of:

Section:

Form 990 or 990-EZ

[X]

Form 990-PF

501 (c)(

3 ) (enter number) organization

I

I 4947(a)(1) nonexempt charitable trust not treated as a private foundation

I

I 527 political organization

1

I 501 (c)(3) exempt private foundation

I

I 4947(a)(1) nonexempt charitable trust treated as a private foundation

I

I 501 (c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.

Note. Only a section 501 (c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule I X I For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or property) from any one contributor. Complete Parts I and II. Special Rules 1

I For a section 501 (c)(3) organization filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1 h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

I

I For a section 501 (c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 for use exclusively for religious, charitable, scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and III.

I

I For a section 501 (c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did not total to more than $1,000.

If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more during the year. â&#x20AC;˘ $

Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or 990-PF), but it must answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on Part i, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF).

LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF.

123451 01-23-12

Schedule B (Form 990,990-EZ, or 990-PF) (2011)

Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 2

Name of organization

Employer identification number

YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN NEW ORLEANS Parti

C o n t r i b u t o r s (see instructions). Use duplicate copies of Part 1 if additionaspace is needed.

(a) No.

1

BETTY WILSON

NEW ORLEANS, LA (a) No.

LOFT

22

C.

ST.

$

(c) Total contributions

$

6,000.

(c) Total contributions

HANS JONASSEN STATE STREET

NEW ORLEANS, L A

$

6,500.

(c) Total contributions

JOHN ROBERTS 5 8 3 3 FOUNTAINBLEAU DR. NEW ORLEANS, LA

$

8,000.

(c) Total contributions

KENNETH BUCHTA 3 9 7 9 PHARR STREET METAIRIE,

123452 01-23-12

LA

70002

Person Payroll Noncash

l_Xj | I | |

(d) Type of contribution Person Payroll Noncash

1 X1 | j |

(d) Type of contribution Person Payroll Noncash

1 X1 | | | |

(d) Type of contribution Person Payroll Noncash

1 X1 | ] |

(Complete Part II if there is a noncash contribution.)

70125

(b) Name, address, and ZIP + 4

(a) No.

(d) Type of contribution

(Complete Part II if there is a noncash contribution.)

70118

(b) Name, address, and ZIP + 4

(a) No.

LXj | | |

(Complete Part II if there is a noncash contribution.)

70131

(b) Name, address, and ZIP + 4

1635

Person Payroll Noncash

(Complete Part II if there is a noncash contribution.)

JR.

NEW ORLEANS, L A (a) No.

10,000.

70130

4 4 0 1 PATTERSON DRIVE

6

(c) Total contributions

(b) Name, address, and ZIP + 4

DICK F I N E R ,

(d) Type of contribution

(Complete Part II if there is a noncash contribution.)

70130

CHARLES AVENUE

(a) No.

5

6,500.

ALLEN FAVROT

NEW ORLEANS, L A

4

$

(b) Name, address, and ZIP + 4

2600

3

(c) Total contributions

(b) Name, address, and ZIP + 4

404 NOTRE DAME S T ,

2

72-0423890

$

6,500.

(d) Type of contribution Person Payroll Noncash

1 X1 | | |

(Complete Part II if there is a noncash contribution.)

Schedule B (Form 990,990-EZ, or 990-PF) (2011)

Schedule B (Form 990,990-EZ, or 990-PF) (2011)

Page 2

Name of organization

Employer identification number

YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN NEW ORLEANS Part! C o n t r i b u t o r s (see instructions). Use duplicate copies of Part 1 if additional space is needed. (b) Name, address, and ZIP + 4

(a) No.

7

CHARLES AVENUE,

NEW ORLEANS, LA

FLOOR 29

(c) Total contributions

$

(b) Name, address, and ZIP + 4

(c) Total contributions

STAR TRAC

IRVINE,

$

16,667.

(b) Name, address, and ZIP + 4

(c) Total contributions

UNITED WAY $

2 5 1 5 CANAL STREET NEW ORLEANS, LA

THE CATHOLIC

NEW ORLEANS, L A

(c) Total contributions

SUITE

700

$

10,000.

(c) Total contributions

WHOLE FOODS STREET

NEW ORLEANS, L A 123452 01-23-12

(d) Type of contribution Person Payroll Noncash

LXj 1 | [

(d) Type of contribution Person Payroll Noncash

1 X1 | | | |

70115

(d) Type of contribution Person Payroll Noncash

1 X1 | 1 |

(d) Type of contribution Person Payroll Noncash

1 X1 | | |

(Complete Part II if there is a noncash contribution.)

70113

(b) Name, address, and ZIP + 4

5 6 0 0 MAGAZINE

[Xj | |

(Complete Part II if there is a noncash contribution.)

FOUNDATION

1 0 0 0 HOWARD AVENUE,

(a) No.

20,365.

70119

(b) Name, address, and ZIP + 4

(a) No.

| |

(Complete Part II if there is a noncash contribution.)

CA 9 2 6 0 6

(a) No.

Person Payroll Noncash

(Complete Part II if there is a noncash contribution.)

1 4 4 1 0 MYFORD ROAD

12

40,000.

70041

(a) No.

(d) Type of contribution

(Complete Part II if there is a noncash contribution.)

70170

841

BURAS, L A

11

29,000.

SOUTH PLAQUEMINES YMCA PO BOX

10

$

(b) Name, address, and ZIP + 4

(a) No.

9

(c) Total contributions

C A P I T A L ONE 201 ST.

8

72-0423890

$

15,249.

(d) Type of contribution Person Payroll Noncash

1 X1 | | |

(Complete Part II if there is a noncash contribution.)

Schedule B (Form 990,990-EZ, or 990-PF) (2011)

Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 2

Name of organization

Employer Identification number

YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN NEW ORLEANS Part 1

C o n t r i b u t o r s (see instructions). Use duplicate copies of Part 1 if additionaspace is needed.

(a) No.

13

(b) Name, address, and ZIP + 4

(c) Total contributions

KAREN DEBLIEUX 102 8 C I T Y PARK AVENUE NEW ORLEANS, LA

(a) No.

14

$

(c) Total contributions

M I K E RODRIGUE

LA

STE

204-A

JOEL FUNDERBUNK,

NEW ORLEANS, LA

(c) Total contributions

JR. $

(a) No.

(c) Total contributions

PO BOX

7202

$

5,000.

(c) Total contributions

CARL MCARN LEGACY 2 84 FOREST BROOK BLVD

(a) No.

LA

$

Person Payroll Noncash

1 X1 | | |

REDMOND, WA 9 8 0 5 2 - 7 3 2 9

(d) Type of contribution Person Payroll Noncash

1 X1 | | [

(d) Type of contribution Person Payroll Noncash

1 X1 | |

(d) Type of contribution Person Payroll Noncash

LXj | 1 |

(Complete Part II if there is a noncash contribution.) (c) Total contributions

CORPORATION

ONE MICROSOFT WAY

123452 01-23-12

5,000.

70448

(b) Name, address, and ZIP + 4

MICROSOFT

(d) Type of contribution

(Complete Part II if there is a noncash contribution.)

WA 9 8 0 7 2 (b) Name, address, and ZIP + 4

MANDEVILLE,

1 X1 | | |

(Complete Part II if there is a noncash contribution.)

70115

142ND AVE N E ,

WOODINVILLE,

18

5,000.

PRECOR 20031

Person Payroll Noncash

(Complete Part II If there is a noncash contribution.)

(b) Name, address, and ZIP + 4

(a) No.

5,500.

70005

5 5 0 3 HURST STREET

17

$

(b) Name, address, and ZIP + 4

(a) No.

(d) Type of contribution

(Complete Part II if there is a noncash contribution.)

(b) Name, address, and ZIP + 4

METAIRIE,

16

5,840.

70119

110 VETERANS B L V D ,

15

72-0423890

$

12,507.

(d) Type of contribution Person Payroll Noncash

1 1 1 | |X1

(Complete Part II if there is a noncash contribution.)

Schedule B (Form 990,990-EZ, or 990-PF) (2011)

Schedule B (Form 990, 990-EZ, or 990-PF) (2011) Name of organization

Page 3 Employer identification number

YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN NEW ORLEANS P*rHl

72-0423890

N o n c a s h P r o p e r t y (see instructions). Use duplicate copies of Part II if additional space is needed.

(a) No. from Parti

(c) FMV (or estimate) (see instructions)

(b) Description of noncash property given

(d) Date received

SOFTWARE 18 $ (a) No. from Parti

(b) Description of noncash property given

12,507.

07/01/11

(c) FMV (or estimate) (see instructions)

(d) Date received

(c) FMV (or estimate) (see instructions)

(d) Date received

(c) FMV (or estimate) (see instructions)

(d) Date received

(c) FMV (or estimate) (see instructions)

(d) Date received

(c) FMV (or estimate) (see instructions)

(d) Date received

$ (a) No. from Parti

(b) Description of noncash property given

$ (a) No. from Parti

(b) Description of noncash property given

$ (a) No. from Parti

(b) Description of noncash property given

$ (a) No. from Parti

(b) Description of noncash property given

$ 123453 01-23-12

Schedule B (Form 990,990-EZ, or 990-PF) (2011)

Schedule B (Form 990,990-EZ, or QQO-PF) (2011) Name of organization

Page 4 Employer identification number

YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN NEW ORLEANS PartIB (a) No. from Parti

72-0423890

Exclusively religious, charitable, etc., individual contributions to section 501 (c)(7), (8), or (10) organizations that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enterthisiniomationonce.) ^ $ Use duplicate copies of Part III if additional space is needed. (b) Purpose of gift

(c) Use of gift

(d) Description of how gift is held

(e) Transfer of gift Transferee's name, address, and ZIP + 4

(a) No. from Parti

(b) Purpose of gift

Relationship of transferor to transferee

(c) Use of gift

(d) Description of how gift is held

(e) Transfer of gift Transferee's name, address, and ZIP + 4

(a) No. from Parti

(b) Purpose of gift

Relationship of transferor to transferee

(c) Use of gift

(d) Description of how gift is held

(e) Transfer of gift Transferee's name, address, and ZIP + 4

(a) No. from Parti

(b) Purpose of gift

Relationship of transferor to transferee

(c) Use of gift

(d) Description of how gift is held

(e) Transfer of gift Transferee's name, address, and ZIP + 4

123454 01-23-12

Relationship of transferor to transferee

Schedule B (Form 990,990-EZ, or 990-PF) (2011)

(Form 990)

2011

• Complete if the organization answered "Yes," to Form 990, Part IV, line 6, 7,8, 9,10,11a, 11b, 11c, l i d , 11e, 11f, 12a, or 12b.

• Attach to Form 990. • See separate instructions.

Department of the Treasury Internal Revenue Service

Name of the organization

OMB No, 1545-0047

Supplemental Financial Statements

SCHEDULE D

YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN NEW ORLEANS

Employer identification number

72-0423890

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the

Part J

organization answered "Yes" to Form 990, Part IV, line 6,

(a) Donor advised funds

(b) Funds and other accounts

Total number at end of year Aggregate contributions to (during year) Aggregate grants from (during year) Aggregate value at end of year Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's property, subject to the organization's exclusive legal control?

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit?

I J l i l i J I I I J C o n s e r v a t i o n E a s e m e n t s . Complete if the organization answered "Yes11 to Form 990, Part IV, line 7.

I

I Yes

I

I No

I

I Yes

L _ l No

Purpose(s) of conservation easements held by the organization (check all that apply). i

1 Preservation of land for public use (e.g., recreation or education)

I

I Preservation of an historically important land area

I

1 Protection of natural habitat

1

I Preservation of a certified historic structure

I

I Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.

Held at the End of the Tax Year

a Total number of conservation easements b Total acreage restricted by conservation easements c Number of conservation easements on a certified historic structure included in (a) d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register I

2a 2b

2c 2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year • Number of states where property subject to conservation easement is located • Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds?

Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year • Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year •

1

I Yes

•

No

$

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) andsection 170(h)(4)(B)(ii)?

• Yes • In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and

No

include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for conservation easements.

iftaigllHl Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.

Complete if the organization answered "Yes" to Form 990, Part IV, line 8.

1a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIV, the text of the footnote to its financial statements that describes these items. b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items: (i) Revenues included in Form 990, Part VIII, line 1 (ii) Assets included in Form 990, PartX 2

• •

$ $

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items: a Revenues included in Form 990, Part VIII, line 1 • $ Assets included in Form 990, Part X

LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990.

132051 01-23-12

•

$ Schedule D (Form 990) 2011

Schedule D (Form 990) 2011

YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN NEW ORLEANS

72-0423890

PaQe2

PartW:1 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) 3

Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply): a

I

I Public exhibition

d

I

I Loan or exchange programs

b c

I I

I Scholarly research I Preservation for future generations

e

I

I Other

4 5

Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIV. During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the organization's collection?

iijipjlflp

I

I Yes

L

I No

•

No

E s c r o w a n d C u s t o d i a l A r r a n g e m e n t s . Complete if the organization answered "Yes" to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

la

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X? b If "Yes," explain the arrangement in Part XIV and complete the following table:

•

Yes Amount

c Beginning balance d Additions during the year

1c Id 1e

e Distributions during the year f Ending balance

1f 1

2a Did the organization include an amount on Form 990, Part X, line 21? b If "Yes," exolain the arranaement in Part XIV. i i i i i i P l ] E n d o w m e n t F u n d s . Complete if the organization answered "Yes" to Form 990, Part IV, line 10. (a) Current year

(b) Prior year

(c) Two years back

1 Yas

(d) Three years back

1

I No

(e) Four years back • : • : : : • : • : • : • : • : • : • : : • : • : : • : • ' : • : • : : • : • : • : • : • : • : • : • : • : • : • : • : • : • : • : • :

la

Beginning of year balance

P;*:i*iSi:i:i:i:i:i:i:i:i:i;iffiPPf

b Contributions c Net investment earnings, gains, and losses KWisssSifeMis

d Grants or scholarships e Other expenditures for facilities f

::::':ii

;:x:>>:::o:'::;:::::::::x>:;::'::v::ov:v:>v:vo::;:

and programs Administrative expenses

WmMmmMMM

g End of year balance 2 Provide the estimated percentage of the current year end balance (line 1 g, column (a)) held as: a Board designated or quasi-endowment • % b Permanent endowment • % c Temporarily restricted endowment • % The percentages in lines 2a, 2b, and 2c should equal 100%.

3a Are there endowment funds not in the possession of the organization that are held and administered for the organization Yes

by: (i) unrelated organizations (ii) related organizations

No

3a(i) 3a(ii)

b If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R?

3b

Describe in Part XIV the intended uses of the oroanization's endowment funds.

i ^ r * ; i ! i Land, Buildings, and Equipment. See Form 990, Part x, line 10.

Description of property

(a) Cost or other basis (investment)

(b) Cost or other basis (other)

1,913,929. l a Land . .. .

10,912,842. b Buildings 524,407. c Leasehold improvements 1,718,732. d Equipment e Other Total. Add lines lathrouah 1e. (Column (d) must eaual Form 990. PartX, column (B), line 10(ci.)

(c) Accumulated depreciation

(d) Book value

1llllllilllllllft!!!!! 1 , 9 1 3 , 9 2 9 .

1,410,996.

85,765.

1,320,186.

•

9,501,846.

438,642.

398,546.

12,252,963.

Schedule D (Form 990) 2011

132052 01-23-12

Schedule D (Form 990) 2011 :

YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN NEW ORLEANS

7 2 - 0 4 2 3 8 9 0 PaoeS

WSMmi Investments - Other Securities. See Form 990, Part x, line 12. (a) Description of security or category (including name of security)

(c) Method of valuation: Cost or end-of-year market value

(b) Book value

(1) Financial derivatives (2) Closely-held equity interests (3) Other (A)

JiL JCL JDL

M. _©_ (G)

JHL Total. (Col fb) must equal Form 990, Part X, col (B) line 12.) •

Part VHIj Investments - Program Related. See Form 990, Partx, line 13 (a) Description of investment type

(c) Method of valuation: Cost or end-of-year market value

(b) Book value

ill JiL J3L

M. M. M. JJL M. (9)

jm.

Total. (Col (b) must equal Form 990, Part X, col (B) line 13.) • lUiiiiililXI O t h e r A s s e t s . See Form 990, Part X, line 15. (a) Description

(b) Book value

JIL (2) (3)

JiL J5L J6L JZL J8L JiL J10L Total. (Column (b) must equal Form 990, Part X. col (B) line IS.) :X:| O t h e r Liabilities. See Form 990, Part X, line 25. (a) Description of liability 1.

(b) Book value

(1) Federal income taxes

JiL OTHER LIABILITIES

(3) CAPITAL LEASES PAYABLE (4) NATIONAL DUES PAYABLE J5L

4,094 149,485.

63,933.

(6)

JZL J8L (9) (10)

JUL Total. (Column (b) must equal Form 990, Part X, col (B) line 25.)

217,512

UN financial statements that reports the organization's liability for uncertain tax positions under 7 FIN 48 (ASC 740) t-ootnote. In Part XIV, provide the text ot the tootnote to the organization's org 2.

FIN 48 (ASC 740). .

132053

01-23-12

Schedule D (Form 990) 2011

YOUNG M E N ' S C H R I S T I A N A S S O C I A T I O N M E T R O P O L I T A N NEW O R L E A N S

OF

7 2 - 0423890 Paae4 sF*art::X(:l Reconciliation of Change in Net Assets from Form 990 to Audited Financial Statements 5,970,214.

1 1 Total revenue (Form 990, Part VIII, column (A), line 12) 5,952,093.

2 2 Total expenses (Form 990, Part IX, column (A), line 25) 18,121.

3 3 Excess or (deficit) for the year. Subtract line 2 from line 1 -116,870.

4 4 Net unrealized gains (losses) on investments .

19,347.

5 Donated services and use of facilities 5

Schedule D(Form 990) 2011

6 7

6 7 8

Investment expenses Prior period adjustments Other (Describe in Part XIV.)

9

Total adjustments (net). Add lines 4 through 8

8 9

Excess or (deficit) for the year per audited financial statements. Combine lines 3 and 9

10

10

-218,576.

-2.

-316,101.

-297,980.

i i i i l i X i i l Reconciliation of Revenue per Audited Financial Statements With Revenue per Return 1

Total revenue, gains, and other support per audited financial statements

2

Amounts included on line 1 but not on Form 990, Part VIII, line 12: Net unrealized gainson investments Donated services and use of facilities .. .

Recoveries of prior year grants Other (Describe in Part XIV.)

a b c d

2a 2b 2c 2d

111 1 9 , 3 4 7 . mm 187,734.

e Add lines 2a through 2d 3 Subtract line 2e from line 1 4

6,064,443.

1

2e 3

207,081.

5,857,362.

4c 5

112,852.

5,970,214.

Amounts included on Form 990, Part VIII, line 12, but not on line 1: a Investment expenses not included on Form 990, Part VIII, line 7b b Other (Describe in Part XIV.)

4a 4b

112,852.

c Add lines 4a and 4b 5 Total revenue. Add lines 3 and 4c. (This must eaual Form 990, Part 1, line 12.)

siadXlM Reconciliation of Expenses per Audited Financial Statements With Expenses per Return 1 2 a b

Total expenses and losses per audited financial statements Amounts included on line 1 but not on Form 990, Part IX, line 25: Donated services and use of facilities Prior year adjustments

c Other losses d Other (Describe in Part XIV.)

i 2a 2b 2c 2d

e Add lines 2a through 2d 3 4

lit!

8,006.

2e

Subtract line 2e from line 1

3

Amounts included on Form 990, Part IX, line 25, but not on line 1: a Investment expenses not included on Form 990, Part VIII, line 7b b Other (Describe in Part XIV.)

c Add lines 4a and 4b 5 Total expenses. Add lines 3 and 4c. (This must eaual Form 990, Part 1, line 18.)

5,960,099.

8,006.

5,952,093.

4a 4b 4c 5

0.

5,952,093.

i i r t 5C0/J Supplemental Information Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines l a and 4; Part IV, lines l b and 2b; Part V, line 4; Part X, line 2; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.

PART X, LINE 2; ACCOUNTING STANDARDS PROVIDE DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS.

THESE

STANDARDS REQUIRE AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED ON EXAMINATION.

AS OF DECEMBER 31, 2011, MANAGEMENT BELIEVES

THE ASSOCIATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE Schedule D (Form 990) 2011 132054 01-23-12

YOUNG MEN'S CHRISTIAN ASSOCIATION OF Schedule D(Form990)2011 METROPOLITAN NEW ORLEANS Fart XtVj Supplemental Information (continued)

72-0423890

PageS

ASSOCIATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST AND FINANCE COSTS.

TAX YEARS ENDED

DECEMBER 31, 2008 AND LATER REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES.

PART XI, LINE 8 - OTHER ADJUSTMENTS: ROUNDING

-2

PART XI, LINE 10- EXCESS OR (DEFICIT); IN THE 2011 AUDITED FINANCIAL STATEMENTS, A RESTATEMENT AMOUNT OF ($218,576) OF UNRESTRICTED NET ASSETS WAS RECORDED AS OF THE BEGINNING OF THE YEAR BALANCES DUE TO A CORRECTION OF PREVIOUSLY UNRECORDED LIABILITY AND LOSS ON A DERIVATIVE. THE 2010 RETURN FILED.

THE 2011 RETURN FOR 2010 INFORMATION MATCHES

SINCE THE RESTATEMENT AFFECTS THE BALANCE SHEET,

THERE WAS NO ADJUSTMENT TO THE CURRENT YEAR REVENUE AND EXPENSES.

PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY INCOME INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS.

PART XII, LINE 4B - OTHER: $112,850 IS RELATED PARTY REVENUE FROM Y-GNO FINANCE, INC.

$2 IS A

ROUNDING ADJUSTMENT.

PART XIII, LINE 2D - OTHER: $8,006 IS RELATED PARTY EXPENSES PAID TO Y-GNO FINANCE, INC.

Schedule D (Form 990) 2011 132055 01-23-12

Supplemental Information Regarding Fundraising or Gaming Activities

SCHEDULE G (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Service

Name of the organization

2011

Complete if the organization answered "Yes" to Form 990, Part IV, lines 17,18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a.

• Attach to Form 990 or Form 990-EZ. • See separate instructions.

Employer identification number YOUNG M E N ' S C H R I S T I A N A S S O C I A T I O N OF

METROPOLITAN

Parti

OMB No. 1545-0047

NEW

72-0423890

ORLEANS

F u n d r a i s i n g A c t i v i t i e s . Complete if the organization answered "Yes" to Form 990, Part IV, line 17. Form 990-EZ filers are not required to complete this part.

1

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a b c d 2a

1 I Mail solicitations e I 1 Solicitation of non-government grants I 1 Internet and email solicitations f I I Solicitation of government grants 1 1 Phone solicitations g I 1 Special fundraising events I I In-person solicitations Did the organization have a written or oral agreement with any individual (including officers, directors, trustees or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

I

I Yes

I

I No

b If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization. (i) Name and address of individual or entity (fundraiser)

(ii) Activity

(iii) Did fundraiser have custody or control of contributions?

Yes

(v) Amount paid (iv) Gross receipts to (or retained by) from activity fundraiser listed in col. (i)

(vi) Amount paid to (or retained by) organization

No

Total • 3 List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

LHA Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. 132081 01-23-12

Schedule G (Form 990 or 990-EZ) 2011

YOUNG MEN'S CHRISTIAN ASSOCIATION OF 7 2 - 0 4 2 3 8 9 0 Paoe2 Schedule G (Form 990 or 990-EZ) 2011 M E T R O P O L I T A N NEW O R L E A N S |§i§iiJi| Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000. (a) Event #1

(b) Event #2

WST GOLF TOURNAMENT (event type)

0)

(c) Other events

CORPORATE CUP

(d) Total events (add col. (a) through

4

(event type)

col. (c))

(total number)

3 C

a)

I

1

Gross receipts

2

Less: Charitable contributions

3

Gross income (line 1 minus line 2)

4

Cash prizes

5

Noncash prizes

6

Rent/facility costs

7

Food and beverages

52,085.

31,526.

55,468.

139,079.

52,085.

31,526.

55,468.

139,079.

a 8 Entertainment 38,759.

18,747.

12,675.

9 Other direct expenses • 10 Direct expense summary. Add lines 4 through 9 in column (d) • 11 Net income summary. Combine line 3, column (d), and line 10 I F i i i i l l l l l G a m i n g . Complete if the organization i answered "Yes" to Form 990, Part IV, line 19, or eported more than

70,181.

70,181* 68,898.

(

$15,000 on Form 990-EZ, line 6a.

0)

(b) Pull tabs/instant bingo/progressive bingo

(a) Bingo

C

(d) Total gaming (add col. (a) through col. (c))

(c) Other gaming

> 0)

1

Gross revenue

2

Cash prizes

3

Noncash prizes

14

Rent/facility costs

a 5

Other direct expenses 1 1

1 Yes iNo

%1 1

6

Volunteer labor

7

Direct expense summary. Add lines 2 through 5 in column (d)

8

Net aamina income summarv. Combine line 1, column d, and line 7

1 Yes 1 No

%1

1 Yes

•

9 Enter the state(s) in which the organization operates gaming activities: a Is the organization licensed to operate gaming activities in each of these states? b If "No," explain:

10a Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? b If "Yes," explain:

132082 01-23-12

%

No •

iiiiliiiiiiiiiiiiiiii (

)

•

•

Yes

1 1 Yes

•

No

I

I No

Schedule G (Form 990 or 990-EZ) 2011

YOUNG MEN'S CHRISTIAN ASSOCIATION OF Schedule G (Form 990 or 990-EZ) 2011 METROPOLITAN NEW ORLEANS

72-0423890

Paoe3

11

Does the organization operate gaming activities with nonmembers?

I

I Yes

I

I No

12

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity formed to administer charitable gaming?

1

I Yes

I

I No

13

Indicate the percentage of gaming activity operated in: a The organization's facility

b An outside facility 14 Enter the name and address of the person who prepares the organization's gaming/special events books and records:

% %

13a 13b

Name • Address

•

15a Does the organization have a contract with a third party from whom the organization receives gaming revenue? b If "Yes," enter the amount of gaming revenue received by the organization • of gaming revenue retained by the third party • $ .

$

I

I Yes

I

I No

I—I Yes

\

I No

and the amount

c If "Yes," enter name and address of the third party: Name • Address 16

•

Gaming manager information: Name

•

Gaming manager compensation •

$

Description of services provided •

I 17

I Director/officer

I

I Employee

I

I Independent contractor

Mandatory distributions: a Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license? b Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the organization's own exempt activities during the tax year • $ Supplemental Information. Complete this part to provide the explanations required by Part I, line 2b, columns (ill) and (v), and Part III

Part IV

lines 9,9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).

132083 01-23-12

Schedule G (Form 990 or 990-EZ) 2011

SCHEDULE J (Form 990) Department of the Treasury Internal Revenue Service

Name of the organization

Compensation Information

OMB No. 1545-0047

For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees • Complete if the organization answered "Yes" to Form 990, Part IV, line 23.

• Attach to Form 990. • See separate instructions.

YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN NEW ORLEANS

2011 OpentoPuMic Employer identification number

72-0423890

:Part;lll Questions Regarding Compensation

Yes

No

la Check the appropriate box(es) if the organization provided any of the following to or for a person listed in Form 990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

I I First-class or charter travel I I Housing allowance or residence for personal use I I Travel for companions I I Payments for business use of personal residence I I Tax indemnification and gross-up payments I I Health or social club dues or initiation fees I I Discretionary spending account I I Personal services (e.g., maid, chauffeur, chef) b If any of the boxes on line 1 a are checked, did the organization follow a written policy regarding payment or 2

reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers, directors,

1b

trustees, and the CEO/Executive Director, regarding the items checked in line la?

Indicate which, if any, of the following the filing organization used to establish the compensation of the organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods used by a related organization to establish compensation of the CEO/Executive Director. Explain in Part III. I X 1 Compensation committee 1 I Independent compensation consultant I 1 Form 990 of other organizations

I I

I Written employment contract 1 Compensation survey or study I X I Approval by the board or compensation committee

During the year, did any person listed in Form 990, Part VII, Section A, line 1 a, with respect to the filing organization or a related organization: Receive a severance payment or change-of-control payment?

Participate in, or receive payment from, a supplemental nonqualified retirement plan?

Participate in, or receive payment from, an equity-based compensation arrangement?

4a 4b

X

4c

X

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III. Only section 501(c)(3) and 501(c)(4) organizations must complete lines 5-9.

For persons listed in Form 990, Part VII, Section A, line l a , did the organization pay or accrue any compensation contingent on the revenues of: a The organization?

5

b Any related organization?

If "Yes" to line 5a or 5b, describe in Part III. 6 For persons listed in Form 990, Part VII, Section A, line 1 a, did the organization pay or accrue any compensation

5a 5b

contingent on the net earnings of: a The organization? b Any related organization?

If "Yes" to line 6a or 6b, describe in Part III. 7 For persons listed in Form 990, Part VII, Section A, line 1 a, did the organization provide any non-fixed payments not described in lines 5 and 6? If "Yes," describe in Part III Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe in Part III 9 If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)?

LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990.

6a 6b

X

X

8

132111 01-23-12

9 Schedule J (Form 990) 2011

YOUNG MEN'S CHRISTIAN ASSOCIATION OF 72-0423890 Schedule J (Form 990) 2011 METROPOLITAN NEW ORLEANS :l>aft:;||| Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

Page 2

For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the instructions, on row (ii).

Do not list any individuals that are not listed on Form 990, Part VII. Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line l a , applicable column (D) and (E) amounts for that individual.

(B) Breakdown of W-2 and/or 1099-MISC compensation (i)Base compensation

(A) Name

(i)

143,294.

0.

1 DAVID OZMORE

(ii) Bonus & incentive compensation

0.

0.

(iii) Other reportable compensation

0.

0.

(C) Retirement and other deferred compensation

18,577.

0.

(D) Nontaxable benefits

(E) Total of columns (B)(i)-(D)

0.

0.

161,871.

0.

(F) Compensation reported as deferred in prior Form 990

0.

0.

(0 2

(ii)

0) 3

(ii)

0) 4

(ii)

0) 5

(ii)

6

0) (ii) 0)

7

(ii)

8

(ii)

9

(ii)

10

(ii)

0) 0) (0

11 12

(0 (ii) (0 (ii) (0

13

(ii)

14

(ii)

0)

0) 15 16

0) Pi) Schedule J (Form 990) 2011

132112 01-23-12

SCHEDULE 0 (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Sen/ice

Name of the organization

Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information.

• Attach to Form 990 or 990-EZ. YOUNG M E N ' S C H R I S T I A N A S S O C I A T I O N M E T R O P O L I T A N NEW ORLEANS

OF

OMB No. 1545-0047

2011

Open to Piffle •-•; Inspectiori Employer identification number

72-0423890

FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION; FOR ALL.

FORM 990, PART VI, SECTION A, LINE 2: JUSTIN SCHMIDT, A CURRENT MEMBER OF THE BOARD OF DIRECTORS, IS THE SON-IN-LAW OF ROBERT HASSINGER, WHO IS ALSO A CURRENT MEMBER OF THE BOARD OF DIRECTORS.

FORM 990, PART VI, SECTION A, LINE 4: THE ORGANIZATION AMENDED ITS BYLAWS IN 2010.

FORM 990, PART VI, SECTION A, LINE 6: OUR ORGANIZATION IS A PUBLIC CHARITY OPEN TO ALL WITHOUT REGARD TO ABILITY TO PAY. OUR MEMBERS HAVE THE RIGHT TO ELECT MEMBERS OF THE BOARD, BUT DO NOT RECEIVE ANY DISTRIBUTIONS OF INCOME OR ASSETS FROM THE ORGANIZATION.

FORM 990, PART VI, SECTION A, LINE 7A; OUR ORGANIZATION IS A PUBLIC CHARITY OPEN TO ALL WITHOUT REGARD TO ABILITY TO PAY. OUR MEMBERS HAVE THE RIGHT TO ELECT MEMBERS OF THE BOARD, BUT DO NOT RECEIVE ANY DISTRIBUTIONS OF INCOME OR ASSETS FROM THE ORGANIZATION.

FORM 990, PART VI, SECTION B, LINE 11; FORM 990 AND FINANCIALS ARE PRESENTED TO THE BOARD AND EXECUTIVE COMMITTEE FOR APPROVAL.

FORM 990, PART VI, SECTION B, LINE 12C; THE CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED ANNUALLY BY THE BOARD MEMBERS.

THE SIGNED POLICIES ARE

KEPT IN THE ORGANIZATION'S OFFICES. LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. 132211 01-23-12

Schedule O (Form 990 or 990-EZ) (2011)

Schedule O (Form 990 or 990-EZ) (2011)

Name of the organization

Page 2

YOUNG MEN'S CHRISTIAN ASSOCIATION OF

Employer identification number

72-0423890

METROPOLITAN NEW ORLEANS

FORM 990, PART VI, SECTION B, LINE 15: Y-USA (HEADQUARTERS OF YMCA) HELPED SET SALARY RANGE THROUGH COMPARISONS OF LIKE SIZED YMCAS ALONG WITH BOARD OF TRUSTEE APPROVAL.

SALARIES ARE BENCHMARKED BY YUSA STANDARDS AND HAY

MODEL OF SALARY ADMINISTRATION.

FORM 990, PART VI, SECTION C, LINE 19: WEBSITE CONTAINS THE TAX RETURNS. FINANCIAL STATEMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST FROM THE VP FINANCE AND ADMINISTRATION.

FORM 990, PART XI, LINE 5, CHANGES IN NET ASSETS: NET UNREALIZED LOSSES ON INVESTMENTS:

-116,870.

DONATED SERVICES AND USE OF FACILITIES:

19,347.

PRIOR PERIOD ADJUSTMENTS:

-218,576.

ROUNDING

-2.

TOTAL TO FORM 990, PART XI, LINE 5

-316,101.

FORM 990, PART XI, LINE 5 FINANCIAL STATEMENT RESTATEMENT IN THE 2011 AUDITED FINANCIAL STATEMENTS, A RESTATEMENT AMOUNT OF ($218,576) OF UNRESTRICTED NET ASSETS WAS RECORDED AS OF THE BEGINNING OF THE YEAR BALANCES DUE TO A CORRECTION OF PREVIOUSLY UNRECORDED LIABILITY AND LOSS ON A DERIVATIVE.

THE 2011 RETURN FOR 2010

INFORMATION MATCHES THE 2010 RETURN FILED.

SINCE THE RESTATEMENT

AFFECTS THE BALANCE SHEET, THERE WAS NO ADJUSTMENT TO THE CURRENT YEAR REVENUE AND EXPENSES.

o?22232i2

Schedule O (Form 990 or 990-EZ) (2011)

•

Department of the Treasury Internal Revenue Sefvice

Name of the organization

WfffiWii

OMBNo. 1545-0047

Related Organizations and Unrelated Partnerships

SCHEDULE R (Form 990)

2011

Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.

• Attach to Form 990.

• See separate instructions.

Open to Public

YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN NEW ORLEANS

Employer identification number

72-0423890

Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.) (b) Primary activrty

(a) Name, address, and EIN of disregarded entity

(c) Legal domicile (state or foreign country)

(d) Total income

(e) End-of-year assets

Direct controlling entity

; Rart1i ^ Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related tax-exempt ssi?" •':::: organizations during the tax year.)

(b) Primary activity

(a) Name, address, and EIN of related organization Y - GNO FINANCE FOUNDATION, INC -

70125

241

132161

I UA LHA

(e) Public charity status (if section 501(c)(3))

(f) Direct controlling entity

(g) Section 512(bX13) controlled entity?

Yes

No

PROVIDE SUPPORT TO THE ntCA OF GNO

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

01-23-12

(d) Exempt Code section

27-1516979

1050 S . JEFFERSON DAVIS PARKWAY, SUITE NEW ORLEANS, LA

(c) Legal domicile (state or foreign country)

LOUISIANA

501(C)(3)

[,INE 9

HONE

X

Schedule R (Form 990) 2011

Schedule R (Form 990) 2011 Part HI

YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN NEW ORLEANS

(a) Name, address, and EIN of related organization

Part JV :

72-0423890

PaQe2

Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.) (b) Primary activity

(c) Legal domicile (state or foreign country)

(d) Direct controlling entity

(e)

(fl

Predominant income (related, unrelated, excluded from tax under sections 512-514)

Share of total income

(g) Share of end-of-year assets

(h) Disproportionate allocations?

Yes

No

(i) (J) M General or Percentage Code V-UBI amount in box managing ownership partner?

20 of Schedule K-1 (Form 1065) |Yes| No

Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.) (a) Name, address, and EIN of related organization

132162 01-23-12

(b) Primary activity

(c) Legal domicile (state or foreign country)

(d) Direct controlling entity

(e) Type of entity (C corp, S corp, or trust)

Share of total income

(g) Share of end-of-year assets

(h) Percentage ownership

Schedule R (Form 990) 2011

Schedule R (Form 990) 2011 PtWt V

YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN NEW ORLEANS

72-0423890

Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35, 35a, or 36.)

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

1 a b c

Page 3

Yes

During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts ll-IV? Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity Gift, grant, or capital contribution to related organization(s) Gift, grant, or capital contribution from related organization(s)

d Loans or loan guarantees to or for related organization^) e Loans or loan guarantees by related organization^)

ill!:

$mii

la lb 1c Id 1e

X

No

X X X X :::;:;:;:;:::v\:::

f Sale of assets to related organization(s) g Purchase of assets from related organization(s) h Exchange of assets with related organization(s)

1f 1

*?

1h 1i

i

Lease of facilities, equipment, or other assets to related organization^)

j

Lease of facilities, equipment, or other assets from related organization^)

k 1 m n

Performance of services or membership or fundraising solicitations for related organization(s) Performance of services or membership or fundraising solicitations by related organization^) Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) Sharing of paid employees with related organization(s)

X X X X

l l l i ._.....

o Reimbursement paid to related organization(s) for expenses p Reimbursement paid by related organization(s) for expenses

X X X X

1o

"x

1

P

q Other transfer of cash or property to related organization(s) r Other transfer of cash or property from related organization(s) 2

1j 1k 11 1m 1n

1

q 1r

X

i l l 1111 X X

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds. (a) Name of other organization

(1)Y- GNO FINANCE FOUNDATION,

(b) Transaction type (a-r)

INC

C

(c) Amount involved

W) Method of determining amount involved

120,850.

(2) (3) (4) (5) (6) 132163 01-23-12

Schedule R (Form 990) 2011

Schedule R (Form 990) 2011

YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN NEW ORLEANS

72-0423890

Paqe4

l!SÂŤi;:!i: Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Fonm 990, Part IV, line 37.)

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships. (a) Name, address, and EIN of entity

(b) Primary activity

(c) Legal domicile (state or foreign country)

(d) Predominant income (related, unrelated, excluded from tax under section 512-514)

(e) Are ail Mrtnwssec.

501(c)(3) orris.?

Y e s No

(f) Share of total income

(g) Share of end-of-year assets

(h) Kspropwtionate allocations?

Yes No

(]) (i) (k) Code V-UBI General or Percentage amount in box 20 managing partner? ownership of Schedule K-1 Y es NO (Form 1065)

Schedule R (Form 990) 2011 132164 01-23-12

YOUNG MEN'S CHRISTIAN ASSOCIATION OF Schedule R(Form990)2011 METROPOLITAN NEW ORLEANS Part VH | Supplemental Information

72-0423890

PaoeS

Complete this part to provide additional information for responses to questions on Schedule R (see instructions).

01-23-12

Schedule R (Form 990) 2011

Form

OMB No. 1545-1878

IRS e-file Signature Authorization for an Exempt Organization

8879-EO

For calendar year 2011, or fiscal year beginning

•

Department of the Treasury Internal Revenue Service

2011

, 2011, and ending

Do not send to the IRS. Keep for your records.

• See instructions.

Name of exempt organization

Employer identification number

YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN NEW ORLEANS

72-0423890

Name and title of officer

DAVID OZMORE PRESIDENT/CEO Patjlj

Type of Return and Return Information (Whole Dollars Only)

Check the box for the return for which you are using this Form 8879-EO and enter the applicable amount, if any, from the return. If you check the box on line 1a, 2a, 3a, 4a, or 5a, below, and the amount on that line for the return being filed with this form was blank, then leave line 1 b, 2b, 3b, 4b, or 5b, whichever is applicable, blank (do not enter -0-). But, if you entered -0- on the return, then enter -0- on the applicable line below. Do not complete more than 1 line in Part I. 1a Form 990 check here • S ] 2a Form 990-EZ check here •!

1

3a Form 1120-POL check here • 4a Form 990-PF check here •!

• I

5a Form 8868 check here • d l

Partlti!

b Total revenue, if any (Form 990, Part VIII, column (A), line 12) b Total revenue, if any (Form 990-EZ, line 9)

5970214

lb 2b

b Total tax (Form 1120-POL, line 22) b Tax based on investment income (Form 990-PF, Part VI, line 5)

3b 4b

b Balance Due (Form 8868, Part I, line 3c or Part II, line 8c)

5b

Declaration and Signature Authorization of Officer

Under penalties of perjury, I declare that I am an officer of the above organization and that I have examined a copy of the organization's 2011 electronic return and accompanying schedules and statements and to the best of my knowledge and belief, they are true, correct, and complete. I further declare that the amount in Part I above is the amount shown on the copy of the organization's electronic return. I consent to allow my intermediate service provider, transmitter, or electronic return originator (ERO) to send the organization's return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission, (b) the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for payment of the organization's federal taxes owed on this return, and the financial institution to debit the entry to this account. To revoke a payment, I must contact the U.S. Treasury Financial Agent at 1 -SSS-SSS^SSy no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I have selected a personal identification number (PIN) as my signature for the organization's electronic return and, if applicable, the organization's consent to electronic funds withdrawal.

Officer's PIN: check one box only

1X1 I authorize BOURGEOIS BENNETT,

L.L.C.

to enter my PIN

70125 Enter five numbers, but do not enter all zeros

ERO firm name

as my signature on the organization's tax year 2011 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I also authorize the aforementioned ERO to enter my PIN on the return's disclosure consent screen.

I

I As an officer of the organization, I will enter my PIN as my signature on the organization's tax year 2011 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I will enter my PIN on the return's disclosure consent screen.

Officer's signature •

Part III

Date •

Certification and Authentication

ERO's EFIN/PIN. Enter your six-digit electronic filing identification number (EFIN) followed by your five-digit self-selected PIN.

72020070005 do not enter all zeros

I certify that the above numeric entry is my PIN, which is my signature on the 2011 electronically filed return for the organization indicated above. I confirm that I am submitting this return in accordance with the requirements of Pub. 4163, Modernized e-File (MeF) Information for Authorized IRS e-file Providers for Business Returns.

ERO's signature

Date •

•

ERO Must Retain This Form - See Instructions Do Not Submit This Form To the IRS Unless Requested To Do So LHA For Paperwork Reduction Act Notice, see instructions.

123051 12-01-11

Form 8879-EO (2011)