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YMCA of Orange County

 13821 Newport Avenue, #200
 Tustin, CA 92780
[P] (714) 549-9622
[F] --
www.ymcaoc.org
[email protected]
Dolores Daly
FOUNDED: 1887
INCORPORATED: 1998
 Printable 1 Page Summary
 Printable Profile
Organization DBA Laguna Niguel and Beach Cities Family YMCA
Newport-Mesa & Huntington Beach Family YMCA
Fullerton Family & Yorba Linda/Placentia Family YMCA
Mission Viejo Family YMCA
Santa Ana Family YMCA
Former Names --
Organization received a competitive grant from the community foundation in the past five years No
Employer Identification Number 95-1644055 00000

Summary


Mission StatementMORE »

One Y. One Goal. One Community. Our mission is to put Christian principals into practice through programs that build healthy spirit, mind and body for all. At the Y, it all begins with one. One person seeking a better future. One person standing up for another. One organization bringing them together.

 
 

 

Mission Statement

One Y. One Goal. One Community. Our mission is to put Christian principals into practice through programs that build healthy spirit, mind and body for all. At the Y, it all begins with one. One person seeking a better future. One person standing up for another. One organization bringing them together.

 
 

 

FinancialsMORE »

Fiscal Year 2017
Projected Expenses $34,055,438.00
Projected Revenue $37,435,136.00

ProgramsMORE »

  • Child Care
  • Wellness Programs
  • Community Service Programs

Revenue vs. Expense ($000s)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

One Y. One Goal. One Community. Our mission is to put Christian principals into practice through programs that build healthy spirit, mind and body for all. At the Y, it all begins with one. One person seeking a better future. One person standing up for another. One organization bringing them together.

 
 

 

Background Statement

In 1887, 24 volunteers established the first YMCA in Orange County. In the very beginning, programs included Youth Camping, Bible Study, and Literary Societies. Over the years, health and wellness centers, swimming, child care, programs for special needs populations and sports have all been added, contributing to our long and rich history in Orange County, CA. 
 
In the last five years, we have grown outside of Orange County, now serving Riverside County, Pomona Valley and the East San Gabriel Valley in Los Angeles County. 
 
Annually, we serve 61k+ individuals, children, and families with before/afterschool childcare, sports, swim, camp, health and wellness programs, and community service support for adults and youth with developmental disabilities  and provide low-income families and individuals with financial assistance so that they can participate in our programs at a reduced rate.

Impact Statement

We are one community. One community filled with families, children and neighborhoods who need support. At the Y, we know it is our mission to help those in need, and strengthening community is our cause. We are committed to building a stronger community through programs, resources and advocacy that will strengthen the health and well-being of those who need it most. With a focus on youth development, healthy living and social responsibility, the Y serves Orange County, along with Riverside County, San Gabriel Valley, and Pomona Valley through seven health and wellness locations (Laguna Niguel, Newport Beach, Mission Viejo, Fullerton, Huntington Beach, Murrieta and Santa Ana), two program centers (Rancho Mission Viejo, Yorba Linda), and an aquatics and soccer complex (Santa Ana). With an additional 150 afterschool programs, summer camps, sports and swim programs, Adventure Guides parent/child groups, and programs for youth and adults with special needs, YMCA of Orange County is committed to serving our growing and diverse community needs.


Needs Statement

Donations Need -  Funding for Financial Assistance Scholarships 

We serve low-income individuals and families every year by providing over $1.1 million in scholarships to participate in our programs, including child care, swim, sports, health and wellness, and parent/child programs. Financial Assistance Scholarships allow the Y to offer access to all Y programs for every family regardless of  their ability to pay program fees.

Volunteer Need - Special Events/One Day Events

We are always in need of one-day volunteers to help with our many special events throughout the year. Inquire with your local YMCA branch for more information on upcoming opportunities or visit our website at www.ymcaoc.org/volunteer/

Newport Beach/Huntington Beach - (949) 645-3750
Santa Ana - (714) 444-4004
Mission Viejo - (949) 859-9622
Fullerton/Yorba Linda - (714) 879-9622
Laguna Niguel - (949) 495-9622



CEO Statement

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Board Chair Statement

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Other Ways to Donate/Volunteer

Mailing a check, Donating by phone, Online, Donating Stock, Real Estate & Appreciated Securities, United Way, Endowments/Planned Giving, Matching gifts/Volunteer Grants

Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
Central Orange County
West Orange County
South Orange County
North Orange County

The YMCA of Orange County is an association of branches serving communities throughout Orange County, except for those served by the YMCA of Orange and the Anaheim Family YMCA. 
We also serve Riverside County under the name YMCA of Riverside County, the San Gabriel Valley under the name San Gabriel Valley YMCA and Pomona Valley under YMCA of Pomona Valley.

Organization Categories

  1. Human Services - Young Men's or Women's Associations
  2. Youth Development - Youth Development Programs
  3. -

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Programs


Child Care

YMCA before and after school care provides opportunities for Orange County children to learn, grow, and thrive as they make their way from K-5th grade. We provide daily physical and educational activities like sports & recreation, homework support, arts, and technology that allow students to engage in the learning process and have fun with friends at the same time! The Y offers year-round, licensed child care including full-day summer camps and full-day care during school holidays.
Budget  $21,526,343.00
Category  Youth Development, General/Other Youth Development, General/Other
Population Served Children Only (5 - 14 years)
Program Short-Term Success  The YMCA considers our Afterschool Care Program successful if we achieve the following:
1. Provide an environment of support, safety, care, and fun.
2. Develop the inner strength and character of young people.
3. Increase the physical fitness and self-awareness of young people.
4. Strengthen the interpersonal and social skills of young people.
5. Demonstrate the importance of the six pillars of Character.
6. Foster an appreciation for diversity.
7. Complement and integrate the child's educational experience with a well-rounded curriculum.
Program Long-Term Success  The YMCA believes that the values and skills learned early on are vital building blocks for life. At the Y, children and teens learn values and positive behaviors and can explore their unique talents and interest, helping them realize their potential and be successful and contributing members of society.
Program Success Monitored By  Stakeholder feedback is invited throughout the program year. Annual surveys are distributed, allowing us to track impact and make necessary program adjustments.
Examples of Program Success 

“My son needs a safe enrichment program for afterschool care; a place where he could learn, grow and have fun while mommy and daddy go to work. The staff is great and I feel completely confident and at ease that my son is well cared for and instructed by energetic, caring and supportive individuals in a great organization that is also on his school’s campus, which is even greater!”  - Carrie O.


Wellness Programs

Wellness Programs for youth and adults designed to promote active, healthy lifestyles for people of all abilities and incomes.
Budget  $14,040,023.00
Category  Recreation & Sports, General/Other Recreation & Sports, General/Other
Population Served Families
Program Short-Term Success 

The Y offers a welcoming and supportive environment to encourage individuals, children and families to live a healthier lifestyle.

Program Long-Term Success  Being healthy means more than simply being physically active. It's about maintaining a balanced spirit, mind and body. The Y is a place where people can work toward that balance by challenging yourself to learn a new skill or hobby, fostering connections with friends through our lifelong learning programs, or bringing loved ones closer together through our many family-centered activities. At the Y, it's not about the activity people choose as much as it is about the benefits of living healthier on the inside as well as the outside.
Program Success Monitored By  Stakeholder feedback is invited throughout the program year. Annual surveys are distributed allowing us to track impact and make necessary program adjustments.
Examples of Program Success 

“I was 30 years old and realized that I was unable to walk one block without getting out of breath. My family and I joined the local YMCA and began utilizing some of the great programs. I was in such poor physical condition with asthma and a painful hip that I knew I could not participate in a regular aerobics class. I began attending a shallow water aqua class with one of my friends. I liked the YMCA because I felt comfortable there, in a family atmosphere. I never imagined that 17 years later I would not only work at the YMCA but teach group exercise classes like Aqua Boot Camp, Silver Sneakers, Senior Fit, and Silver Dance, and be a certified personal trainer with a love for my job. I still participate in the various programs. The YMCA has changed the way I view fitness…fitness can be fun!”  - Tina O.


Community Service Programs

Community Service Programs provide essential support for the most overlooked members of our community, delivering unique programs and services to youth and adults with developmental disabilities.
Budget  $1,876,541.00
Category  Human Services, General/Other Services for Individuals with Disabilities
Population Served People/Families with People of Developmental Disabilities Adults Children and Youth (0 - 19 years)
Program Short-Term Success  It all starts with our community. The YMCA engages volunteers and donors to contribute to change lives through inclusion services, coaching sports, serving as camp counselors and tutors, raising valuable funds and much more.
Program Long-Term Success 
New Horizons is a program for adults with developmental disabilities and special needs ages 18 and up. The New Horizons program provides safe and supervised recreational outings in the community that offer social interaction, skill building, and life-long friendships. While participants are having fun, their full-time caregivers are provided with the “time-off” they need to better care for their loved ones.

Y Inclusion is a one-to-one out-of-school child care program for children with special needs and/or challenging behaviors. We provide services to children with but not limited to developmental and learning disabilities, sensory challenges, epilepsy, autism, ADHD, emotional disturbance, as well as assist with self-care (diapering, feeding, etc.) if needed.

We also participate in several community service projects per year including diaper drives, backpack drives, stockings for our troops and much more!

Program Success Monitored By  Stakeholder feedback is invited throughout the program year. Formal, anonymous evaluations are distributed twice per year, allowing us to track impact and make necessary program adjustments. Each year, the YMCA also administers surveys to both parents of participants and their school principals in order to gauge satisfaction with staff, curriculum, and child experience, as well as the overall program.
Examples of Program Success 

New Horizons

“New Horizons is awesome! My son has been in the program for almost a year and he looks forward to every event he attends.  There are so many cool events to choose from that my son often has a tough time choosing.  The staff is amazing.  I feel very comfortable knowing my son is in good hands.  I am so thankful for New Horizons.  The program has given my son so many great opportunities to socialize and have fun adventures!" -Anonymous Parent of participant


Management


CEO/Executive Director Mr. Jeff McBride
CEO Term Start Sept 2007
CEO Email [email protected]
CEO Experience
Jeff McBride has a rich history of service and leadership in the communities he has touched. Jeff has served the YMCA for over 25 years in multiple operational and leadership positions, coming to Orange County from Fort Bend, Texas where he managed three large YMCA’s as Group Executive Director. As a YMCA executive, he served as Vice Chair of the Strategic Plan Board Development Committee, Chair of the Major Facilities Conference Committee, and Senior Program Director for the Downtown YMCA in Dallas. Jeff ‘s passion for service and community development is also exemplified by his participation and leadership in many community groups, including the Katy Independent School District Leadership Council, Partners in Education Group, and Grace United Methodist Church Council.

McBride received a Bachelor’s Degree in Rhetoric from the University of California Berkeley and a Master’s Degree in Theology from the Dallas Theological Seminary. He is a graduate of the Rice University Executive Education “Leading and Managing High Performance Teams” program and the Lee Hecht Harrison “Strategic Directions Class.” He is also a graduate of the YMCA Executive Development program and a member of the Association of YMCA Professionals.

As YMCA of Orange County President and CEO, McBride oversees a $30-million enterprise which includes 7 fitness facility locations and over 100 community program locations throughout Orange and Riverside Counties and the San Gabriel Valley.

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
Ms. Dolores Marikian Vice President of Advancement --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

The YMCA of Orange County is involved in over 40 collaborations.

Staff Information

Number of Full Time Staff 210
Number of Part Time Staff 838
Number of Volunteers 278
Number of Contract Staff 10
Staff Retention Rate % 60%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 34
Asian American/Pacific Islander: 71
Caucasian: 618
Hispanic/Latino: 286
Native American/American Indian: 7
Other: --
Other (if specified): 32
Gender Female: 765
Male: 283
Not Specified --

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers --
Management Succession Plan Yes
Organization Policies And Procedures Yes
Business Continuity of Operations Plan Yes

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy --

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Government Licenses

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CEO Comments

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Foundation Comments

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Governance


Board Chair Mr. David Lamb
Board Chair Company Affiliation The Stratham Group
Board Chair Term -
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Jean-Paul Afif Wells Fargo Bank Voting
Lori Bell Wells Fargo Global Banking Voting
Rosanna Coveyou The Capital Group Voting
Michael Hahn Wells Fargo Bank Voting
Beth Haney Luxe Aesthetic and Wellness Center --
Vic Hausmaninger HBLA Certified Public Accountants, Inc. Voting
Minh Hoang MBK Real Estate Companies Voting
David Lamb The Stratham Group Voting
Christy Lewis Law and Lewis, LLP Voting
Jeff McBride YMCA of OC Voting
John McCarty Prudential Real Estate Voting
Juliette Meunier Ernst & Young Voting
Katherine O'Conner Deloitte Voting
Sean Peasley Deloitte & Touche LLP Voting
Tom Reyes Harbor Distributing, LLC --
John Rochford Snyder Langston Voting
Don Saulic Capstone Partners Financial & Insurance Services, LLC Voting
Jay Scott HS Ventures/Honda Center Voting
Weikko Wirta AES Huntington Beach Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 1
Caucasian: 17
Hispanic/Latino: 2
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 5
Male: 15
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % --
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 0%
Board Orientation Yes

CEO Comments

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Foundation Comments

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Standing Committees

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Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Fiscal Year Jan 01, 2017 to Dec 31, 2017
Projected Revenue $37,435,136.00
Projected Expenses $34,055,438.00
Form 990s

2016 Form 990

2015 Form 990

2014 IRS Form 990

2013 Form 990

2012 Form 990

2011 Form 990

Audit Documents

2014 Audit Document

2013 Audit Document

2012 Audit Document

2011 Audit Document

2010 Audit Document

2009 Audit Document

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2016 2015 2014
Total Revenue $38,454,951 $36,369,197 $33,514,747
Total Expenses $37,131,480 $34,196,158 $31,439,444

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2016 2015 2014
Foundation and
Corporation Contributions
$1,287,583 $1,019,493 $937,480
Government Contributions $1,885,620 $1,562,960 $1,055,879
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $1,885,620 $1,562,960 $1,055,879
Individual Contributions -- -- --
Indirect Public Support -- $74 $16,070
Earned Revenue $34,655,686 $33,105,783 $31,117,505
Investment Income, Net of Losses $134,432 $184,305 $26,443
Membership Dues -- $0 $0
Special Events $137,393 $141,356 $106,321
Revenue In-Kind -- $300,000 $5,630
Other $354,237 $128,619 $211,118

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2016 2015 2014
Program Expense $30,878,613 $29,030,385 $26,837,093
Administration Expense $5,754,435 $4,782,054 $4,225,134
Fundraising Expense $498,432 $383,719 $377,217
Payments to Affiliates -- $354,046 $303,682
Total Revenue/Total Expenses 1.04 1.06 1.07
Program Expense/Total Expenses 83% 85% 85%
Fundraising Expense/Contributed Revenue 15% 14% 18%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2016 2015 2014
Total Assets $27,822,437 $26,633,638 $24,523,744
Current Assets $6,135,196 $4,904,052 $6,898,540
Long-Term Liabilities $2,281,424 $1,817,552 $2,025,853
Current Liabilities $3,423,216 $4,421,715 $3,975,937
Total Net Assets $22,117,797 $20,394,371 $18,521,954

Short Term Solvency

Fiscal Year 2016 2015 2014
Current Ratio: Current Assets/Current Liabilities 1.79 1.11 1.74

Long Term Solvency

Fiscal Year 2016 2015 2014
Long-term Liabilities/Total Assets 8% 7% 8%
Endowment Value --
Spending Policy --
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

CEO Comments


Foundation Comments

Summary financial data is per the audited financials and Form 990s as well as consultation with the organization.

Documents


Other Documents

Annual Report (2014)

No Other Documents currently available.