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YMCA of Orange County

 13821 Newport Avenue, #200
 Tustin, CA 92780
[P] (714) 549-9622
[F] (714) 838-5976
www.ymcaoc.org
[email protected]
Dolores Marikian
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


https://youtu.be/N2RdkeEODvs
 
 

Mission StatementMORE »

Mission Statement:
To put Christian principles into practice through programs that build healthy spirit, mind, and body for all. 
 
Our Promise:
The YMCA of Orange County is a non-profit, charitable organization that serves the entire community.  Donations support our scholarship program and our promise is to strive to keep programs open to all. 
 
Our Values:
The YMCA is a leader in character development, emphasizing four core values: respect, responsibility, honesty and caring. 
 
 

 

Mission Statement

Mission Statement:
To put Christian principles into practice through programs that build healthy spirit, mind, and body for all. 
 
Our Promise:
The YMCA of Orange County is a non-profit, charitable organization that serves the entire community.  Donations support our scholarship program and our promise is to strive to keep programs open to all. 
 
Our Values:
The YMCA is a leader in character development, emphasizing four core values: respect, responsibility, honesty and caring. 
 
 

 

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 2013 (%)

Expense Breakdown 2012 (%)

Expense Breakdown 2011 (%)

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


Overview


Mission Statement

Mission Statement:
To put Christian principles into practice through programs that build healthy spirit, mind, and body for all. 
 
Our Promise:
The YMCA of Orange County is a non-profit, charitable organization that serves the entire community.  Donations support our scholarship program and our promise is to strive to keep programs open to all. 
 
Our Values:
The YMCA is a leader in character development, emphasizing four core values: respect, responsibility, honesty and caring. 
 
 

 

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, CA, and the East San Gabriel Valley in Los Angeles County. 
Annually, we serve 72k+ 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 2,600 low-income families and individuals with financial assistance so that they can participate in our programs at a reduced rate.

Impact Statement

Our Programs:
Through a wide variety of programs serving all ages, the YMCA builds strong kids, strong families, and strong communities.  Program areas include Afterschool Care, Aquatics, Community Services, Health & Wellness, Parent-Child, Sports and Youth Development. 
 
Our Difference:
- One of the largest provider of licensed child care programs in Orange County with more than 50 locations including 5 nationally accredited centers. 
- Community service programs support underserved populations:
    - New Horizons is a unique program to Orange County, providing respite support for adults with disabilities and their families. 
    - Y-Inclusion is a unique program to Orange County, providing one-on-one support for children with disabilities, providing an opportunity to the student to succeed in traditional childcare settings. 
   - Largest provider of aquatics programs in the county, including swim lessons, water fitness programs, and swim teams. 
- Largest Parent/Child program in the county, YMCA Adventure Guides bring parents and children together for experiences that strengthen the parent-child bond and enhance family relationships. 
 
 

Needs Statement

Donate or Volunteer

Donations Need -  Funding for Financial Assistance Scholarships 

We serve 2600+ low-income individuals and families a year by providing over $1 million in scholarships to participate in our programs, including child care, swim, sports, health and wellness, and parent/child programs. We raise over $800,000 a year to serve these individuals and families but are looking to close the gap. We need your help to do so.

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. 

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

Donations:
Monetary or Gift-in-Kind donations may also be made by phone 714-508-7639, from our website www.ymcaoc.org/donate-today; or by mail at 13821 Newport Avenue, Ste. 200, Tustin, CA 92780. 

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 YMCA of Anaheim. 
We also serve Riverside County under the name YMCA of Riverside County and the San Gabriel Valley under the name San Gabriel Valley YMCA.  

Organization Categories

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

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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 2013 (%)

Expense Breakdown 2012 (%)

Expense Breakdown 2011 (%)

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

2015 Form 990

2014 IRS Form 990

2013 Form 990

2012 Form 990

2011 Form 990

2010 Form 990

2009 Form 990

2008 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 2013 2012 2011
Total Revenue $31,940,332 $29,199,448 $28,656,268
Total Expenses $29,858,110 $28,151,782 $27,101,439

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2013 2012 2011
Foundation and
Corporation Contributions
$1,171,786 $835,840 $1,128,982
Government Contributions $946,025 $1,159,457 $1,522,159
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $946,025 $1,159,457 $1,522,159
Individual Contributions $505,151 -- $458,667
Indirect Public Support $16,460 -- --
Earned Revenue $29,542,997 $21,793,556 $20,163,991
Investment Income, Net of Losses $2,237 -- --
Membership Dues $0 $5,087,345 $4,958,387
Special Events $171,528 $219,666 $203,730
Revenue In-Kind $18,972 $18,933 $54,726
Other $155,913 $84,651 $165,626

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2013 2012 2011
Program Expense $25,317,390 $23,995,798 $23,532,649
Administration Expense $4,199,995 $3,805,493 $3,238,168
Fundraising Expense $340,725 $350,491 $330,622
Payments to Affiliates $0 -- --
Total Revenue/Total Expenses 1.07 1.04 1.06
Program Expense/Total Expenses 85% 85% 87%
Fundraising Expense/Contributed Revenue 12% 16% 10%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2013 2012 2011
Total Assets $22,870,452 $21,901,938 $22,308,677
Current Assets $9,351,202 $7,901,972 $7,774,880
Long-Term Liabilities $2,132,910 $3,900,057 $3,285,601
Current Liabilities $4,269,932 $3,643,044 $5,700,208
Total Net Assets $16,467,610 $14,358,837 $13,322,868

Short Term Solvency

Fiscal Year 2013 2012 2011
Current Ratio: Current Assets/Current Liabilities 2.19 2.17 1.36

Long Term Solvency

Fiscal Year 2013 2012 2011
Long-term Liabilities/Total Assets 9% 18% 15%
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.