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GROWING

TOMORROWTODAY

TOGETHER2017 Annual Report

YMCA OF GREATER WAUKESHA COUNTY

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Dear Y Friends,

What is the Y? To many it is a place; a place where the community gathers safely with family and friends, or where members work on becoming the person they want to be. Some think of the Y as an organization - a proud leader in the community; a powerful champion of the men, women, children, and families that need us most. Others recognize the Y as a movement - a tireless drive to change lives and to strengthen the communities we serve throughout the Greater Waukesha County area. All of these definitions are true, but there is more to our Y story. Every day the spirit of the Y brings people together; not by the brick and mortar of our facilities, not by the strength and structure of our organization, but by the caring, passion, and conviction of those dedicated to our mission. From our board members, volunteers, donors, and staff to the people that wake up every day and take on the challenges of making our community a better place to live, work, and play. These are the people that make the Y possible, and this is our story….

RICK KALSCHEUER CHRIS BECKERChief Volunteer Officer Chief Executive Officer

“TO BRING TOGETHER MEANINGFUL CHANGE IN INDIVIDUALS AND FAMILIES, WE MUST BE FOCUSED AND ACCOUNTABLE. AT THE Y, WE MEASURE THE SUCCESS OF OUR CAUSE BY HOW WELL WE ENGAGE COMMUNITIES IN OUR THREE AREAS OF FOCUS: YOUTH DEVELOPMENT, HEALTHY LIVING, & SOCIAL RESPONSIBILITY.” - RICK KALSCHEUER, CVO

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SPIRIT OF SERV

ICETHE SPIRIT OF SERVICE AWARD – JIM WAGNERThe Spirit of Service Award, formally known as the President’s Award, was established by the Board of Directors to honor individuals who significantly impact the YMCA, exemplify the Y mission, and provide outstanding leadership throughout the community. In the history of any successful organization, select individuals create positive change so that organizations can rise to new levels of service.

This year’s recipient, Jim Wagner, has been a valued member, volunteer, and friend at the Southwest Y for more than 30 years. Jim and his family first joined the Y in the mid-80s, and quickly, Jim began donating his time in earnest by chairing the Strong Kids Campaign for the Downtown Y of Milwaukee. Throughout the years, Jim also spent time serving as the Annual Campaign chair, along with leading the Board of Managers at both the Downtown Y Branch (part of the YMCA of Metropolitan Milwaukee) and the YMCA of Greater Waukesha County’s Southwest branch.

Jim’s experience, leadership, and guidance was crucial to our success during the transition of the Southwest Y, Tri County Y, and West Suburban Y from the YMCA of Metropolitan Milwaukee to the YMCA of Greater Waukesha County. We were fortunate to have such a dedicated volunteer leader provide a historical perspective along with how to best address present day needs and opportunities. Jim is supportive of our Y’s operational focus and provides keen insight on our ability to maximize community impact.

Jim and his wife, Marj, joined the Southwest Y when their family moved to New Berlin. Initially, Jim’s time at the Y centered around Youth Sports with his young daughters, Megan, Melissa, and Michelle, where they took swim lessons and played T-Ball, Soccer, and Cheerleading at the Y. His involvement with the Y did not stop there, and Jim went on and continues to be a vital part of this community.

Through the years, Jim’s family has grown by three sons-in-laws (yes, they are a necessity) and six grandchildren, ages 13, 10, 8, 5, 3, and 1. Proudly, all of his children and grandchildren continue to be Y members at the Waukesha, Pabst Farms, and Cincinnati YMCAs.

Thank you, Jim, for your commitment to our community and continued support of the Y and our mission.

PREVIOUS AWARD RECIPIENTS

2017 Ron Deabler2016 Cheryl Berg2015 Stan Riffle 2014 Bob Lombardi2013 Lorraine McAdams 2012 Doug Hastad2011 Tim Colombe 2010 Rick Frowein2009 Roger Pascavis 2008 David Schmidt 2007 Ken Riesch 2006 Monte McCormick2005 Donald Fundingsland 2004 Larry Soukup 2003 David Bahl, Sr. 2002 Martin Frank2001 Tom Czarnecki 2000 Terry Inman1999 John Nevins 1998 Tom Dalum1997 Don Taylor 1996 Agustin Ramirez1995 Carl Taylor 1994 Mike Hansen 1993 Geraldson Family 1992 Warner Kerr1991 Anthony Bryant

Jim Wagner volunteering at the YMCA in the mid-1980s.

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CONDENSED STATEMENT OF FINANCIAL POSITION

CONDENSED STATEMENT OF ACTIVITIES

As of December 31, 2017 For the year ended December 31, 2017

ASSETS OPERATING REVENUE

Cash and equivalents $ 1,466,718 Public support

Certificates of deposit 198,299 Contributions and special events $ 992,457 5.8%

Other assets 66,504 United Way 105,625 0.6%

Accounts receivable, net 248,640 Membership revenue 8,558,991 49.5%

Pledges receivable, net 156,831 Program revenue 7,435,290 43.0%

Property and equipment, net 41,112,904 Other 191,300 1.1%

Total assets $ 43,249,896 Total operating revenue $17,283,663 100.0%

LIABILITIES AND NET ASSETS OPERATING EXPENSE

Payables and accrued expenses $ 904,618 Youth development $ 9,067,772 57.5%

Deferred revenue 514,148 Healthy living 4,999,460 31.7%

Capital lease obligations 802,011 Social responsibility 112,796 0.7%

Notes payable 5,323,209 Management and general 1,154,924 7.3%

Total liabilities 7,543,986 Fundraising 436,455 2.8%

Total net assets 35,705,910 Gain on sale of equipment (400) 0.0%

Total liabilities and net assets $43,249,896 Total operating expenses $15,771,007 100.0%

CHANGE IN NET ASSETS $ 1,512,656

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FINAN

CIAL STATEMEN

TS

Chart Title

1 2 3 4 5 6

n Aquaticsn Child Caren Fitnessn Day Campn Y BASEn Youth Programs

12%

22%22%

20%

13%

Chart Title

1 2 3

n Householdn Individualn Youth

20%

2%

78%

MEMBERSHIP & PROGRAMREVENUE For the year ended December 31, 2017

MEMBERSHIP REVENUE

Household $ 6,748,264 77.7%

Individual 1,778,879 20.5%

Youth 160,629 1.8%

Gross membership revenue 8,687,772 100.0%

Financial assistance (128,781) -1.5%

Net membership revenue $ 8,558,991 98.5%

PROGRAM REVENUE

Fitness $ 1,675,780 22.3%

Day Camp 1,659,054 22.0%

Y BASE 1,534,286 20.4%

Youth Programs 940,610 12.5%

Aquatics 914,939 12.2%

Child Care 801,614 10.6%

Gross program revenue 7,526,283 100.0%

Financial assistance (90,994) -1.0%

Net program revenue $ 7,435,289 99.0%

11%

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YOU

TH DEV

ELOPM

ENT

NURTURING TOMORROW’S LEADERSA foundational pillar of the YMCA’s focus is on Youth Development. Each week, hundreds of families utilize the YMCA as a preschool provider. The preschool program at the Y focuses on creative play, foundational learning elements, and kindergarten readiness, all in a fun and exciting setting. With a variety of programs for parents, the Y’s preschool program is designed to be flexible and meet the needs of the families and communities that are served every day.

The commitment that the Y has to preschool and early stages of learning is so deep that in 2017, we constructed an 11,600 square foot expansion of the Mukwonago YMCA. While some of the space is dedicated to group exercise and cycling, the majority of the space houses brand new state-of-the-art classrooms for preschool, 4K (offered in partnership with the Mukwonago Area School District), and extended care and wraparound care spaces.

Preschool programs are offered at all five of our YMCA branch locations and provide families with the opportunity for their children to learn in a fun and diverse environment. The preschool students at the Y are able to take advantage of the spaces and rooms throughout our buildings and our large properties, allowing the Y to serve students’ needs physically, mentally, and emotionally.

At the Y, staff believe healthy beginnings are the stepping stones to bright futures. While the Y has hundreds of kids in preschool each school year, this is just the beginning of the types of school programs offered. The YMCA of Greater Waukesha County offers 4K in partnership with the Mukwonago Area School District and the Waukesha School District on site at the Y. The Y also provides before and after school care at 19 area schools, as well as care on days students are off school. The Y’s summer camp program serves nearly 2,000 children each summer. The Y’s commitment to youth development is focused around creating life long learners who engage with peers in positive ways and develop healthy habits.

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HEALTH

Y LIVIN

GENRICHING OUR FITNESS EXPERIENCE In 2017, with a focus on strengthening our commitment to healthy living, the YMCA of Greater Waukesha County combined state-of-the-art group cycling bikes with state-of-the-art technology in Performance IQ to provide our members with the best cycling experience in the business. While a shift to a more technology-based group exercise option was new for the Y, the combination of bikes and software allows for more members of all different fitness abilities to ride together and be challenged at their own pace during each class. The Performance IQ software uses a three minute test to assess fitness levels and abilities, and then the instructor is able to teach so each individual is working in the zones prescribed, customized to their own individual levels.

Months of planning paid off last fall as we prepared our staff with hours of training and prepared our members for an entirely new experience in the group cycling studios. All five facilities received updated cycling studios, brand new group cycling bikes, and two flat screen televisions for real time, performance measurement via Performance IQ.

As the world around us becomes more focused on the integration of technology into every day life, the Y must work to keep pace. The ease of use and application friendly software has been a great improvement to the group exercise offerings, making the YMCA of Greater Waukesha County one of the most progressive YMCA associations in the country. The new bikes paired with Performance IQ brings a unique fitness experience to our members. Member Dave McAdow shared these comments, “A big thumbs up to the Y for making a major investment in this program. As a long-time Y spinner I’ve committed a lot of hours and sweat in that space so it’s nice to have the upgrade. The considerable efforts to get the instructors up to speed are also acknowledged.”

The YMCA of Greater Waukesha County will continue to seek ways to stay relevant in today’s fast paced world of technology and fitness. The group cycling improvements point to the Y’s desire to help all individuals achieve their goals and continue to grow in their accomplishments.

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SOCIAL RESPO

NSIBILITY

GROWING POTENTIALOne of the Y’s key mission components is that of Social Responsibility, and our deep investment into adaptive programming for differently abled individuals in our community embodies this mission. At the YMCA of Greater Waukesha County, we offer a wide variety of programs, many executed with the help of expert partners and community connections for populations with special needs at all five of our locations.

Children in Lutheran Social Service’s Birth to Three program are able to come to the Waukesha Y location for programming specific to movement and social interaction. While parents and children learn together in a fun and safe setting, they also grow in their experiences and are able to move in new and fun ways throughout our Preschool Gym and Gymnastics Center.

As students in high school begin to explore career development opportunities, differently abled populations may struggle to find job training experience. At all of our Ys, we provide volunteer and employment opportunities to young adults and adults. The Y also partners with local area high schools to provide Special Education programs an opportunity to use our pools and participate in water exercise and social activities.

In addition to water exercise, movement classes, and career development opportunities, our YMCAs offer various personal training classes and land-based exercise classes, including a brand new program at the Mukwonago Y focused on helping young adults stay physically active and social. This donor-funded program is set to engage community partners and individuals in the community in activities.

Adaptive programming is an area the Y engages in because it embodies the Y’s mission of being a place in the community for all. While some may view the Y as a place for traditional workouts, walking into the Y and seeing individuals with different abilities and needs working, working out, and engaging with others is a perfect reminder of the work that we do each day in the community to bring people together and create a healthier community.

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MUKWONAGOThe Mukwonago YMCA is a 70,000 square foot facility located in the Village of Mukwonago, serving families,

seniors, adults, and youth in Waukesha, Walworth, and Racine counties. Built in 2012, the Mukwonago branch is the result of the hard work of many volunteers and donors who had a vision to provide the community with a healthy, active place for families.

2017 ACCOMPLISHMENTS: • An expansion of the facility included

a state-of-the-art Cycling Studio, Grand Multipurpose Room, and a 4K community partner location for the Mukwonago Area School District.

• The Mukwonago Y nearly tripled their impact from 2016 in preschool and 4K programming by serving 96 children.

• Membership at the Mukwonago Y increased 14%.

• The Mukwonago Y served 20% more individuals and families in 2017.

• The Mukwonago Y expanded community partnerships with the Mukwonago Area Library, Farmer’s

Market, and Brooklife Church.

SOUTHWESTThe Southwest Y, located in Greenfield, serves Milwaukee’s Southwest neighborhoods. This Y is a dynamic and inclusive

gathering place that fosters healthy lifestyles and positive relationships. They specialize in family activities, health and wellness for all ages, adaptive fitness (for individuals with physical limitations), senior programming, and youth development.

2017 ACCOMPLISHMENTS: • The Southwest Y saw an average of

over 1,000 individuals and families walk through their doors each day.

• The Y Before & After School program served 275 children during the 2016-2017 school year.

• Over 115 adaptive individuals volunteered or participated in adaptive programming (adaptive personal training and adaptive swim lessons).

TRI COUNTYThe Tri County Y, located in Menomonee Falls, serves more than 60 Wisconsin communities. Tri County blends

the community’s prideful traditions with progressive approaches to family health and wellness. This Y has some of the largest Summer Day Camps, Aquatics, and SilverSneakers® programs in the area. The Y’s continued investment in this community includes major renovation projects each year since 2015 as they continue to welcome future generations.

2017 ACCOMPLISHMENTS: • The Tri County Y proudly received the

2017 Menomonee Falls Chamber of Commerce Community Service Award.

• A major remodel in 2017 featured an updated lobby, new Youth Development Studio, renovated hourly child care space, and more inclusive restrooms.

• Each week the Tri County Y served 450 swim lesson participants, including many of our 2017 summer day campers.

• The Tri County Y served 25 children in its preschool program.

ADDITIONAL YMCA LOCATIONS: CAMP DOUBLE EAGLE,CARROLL UNIVERSITY YMCA, & YMCA CHILDREN’S ACADEMY

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CULTIVATIN

G OU

R

COM

MU

NITIES

WAUKESHAThe Waukesha YMCA has served Waukesha and the surrounding area since 1894, a remarkable record of stability and service. The Waukesha Y believes they have something special – a sense

of community – and that everyone should have access to programs and services that help them learn and grow. This Y is proud to strengthen its impact through many community collaborations and unique program offerings.

2017 ACCOMPLISHMENTS: • With enrollment at an all-time high, the Waukesha Y had

400 children participate in developmental preschool and school age gymnastics and dance programs. In collaboration with Lutheran Social Services, an adaptive gymnastics program was also offered.

• One hundred girls were members of the Wonders Gymnastics Team, and competed with other Wisconsin YMCA gymnasts.

• Preschool, 4K, and extended day care programs met the educational needs of 81 children. Before and after school programs were offered at the Y, and at three local elementary schools through our partnership with the Waukesha School District.

• YMCA instructors lead seven group exercise classes for Carroll University students on campus each week, and practicum students assist participants in our Parkinson’s and LIVESTRONG® at the YMCA programs.

• 2,700 active older adults were engaged at the Waukesha Y, and participated in group exercise, water exercise, and social programs last year.

WEST SUBURBANThe West Suburban YMCA, located in Wauwatosa, primarily serves the Brookfield, Elm Grove, and Wauwatosa communities. Generations of families have grown with

the West Suburban Y, making it the largest Y in the Greater Waukesha County Association. Rich in family programming and strong in youth development, this Y is a very diverse place where you will find many active older adults, a flourishing youth and teen population, and health and wellness options for all.

2017 ACCOMPLISHMENTS: • More than 1,000 individuals and families walked into

the West Suburban Y facility each day in 2017.

• In December, the HIIT ZONE launched, which offers a new, dedicated space with various pieces of multipurpose equipment, where members are able to take their workout to the next level, using small-group, High Intensity Interval Training classes.

• In partnership with the Elmbrook School District, the West Suburban Y served over 500 youth in their Y Before and After School programming.

• The Safety Around Water program proudly served more 120 youth, including many children who might not otherwise have the opportunity to learn water safety.

• The West Suburban Y successfully offered the first STEAM (science, technology, engineering, art, and math) summer day camp in the association, with 201 youth participants.

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SEEDS OF SU

CCESSFO

R OU

R MISSIO

N13,466

Active Seniors Joined in Y Programming

77Participants of LIVESTRONG®

at the YMCA

7,216Individuals Took

Swim Lessons

66,196Y Members &

Program Participants

2,012Kids Went to

Day Camp

4,538Kids Joined

Y Sports Programs

1,260Kids in Y Before & After School Care

19,472Kids Served in

Y Programs

393Total Y Volunteers

81Full-Time

Staff Members

1,180Part-Time

Staff Members

2,398Total Volunteer

Hours Served

2,226Families & Individuals

Received Financial Assistance

$219,775In Financial Assistance

for Families & Individuals

50Participants of the

Diabetes Prevention Program

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CHRISBECKER

Chief Executive Officer

LINDA DALEY

Chief Financial OfficerSARAH

ODEGAARDBusiness

Operations Director

KRISTEN STOLL

Development Director

CHRISSYSEBALD

Membership & Marketing

Director

YMCA OF GREATER

WAUKESHA COUNTY

EXECUTIVETEAM

LAURIE SCHLITTExecutive Director

KATIE REHM

Vice President of Operations

AARON MILLERExecutive Director

KATHY WESTPFAHL

District Executive Director

GEOFF MERTENS

Vice President of Operations

MK TC

SW WS

WK YA

DECU

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YMCA OF GREATER WAUKESHA COUNTY BOARD OF MANAGERSMUKWONAGO YJim GreenByron HawksPaul HennessyCody HorlacherCarl JensenJeff LundbergTom McAdamsShawn McNultyRick Swan, ChairJane ThompsonPat VandeheyFrancis WagnerMark WildemanSherri Wolfmeyer

SOUTHWEST YTeri BlockKim DandreaTom DeisingerMark HanoskiDarren HorndaschMaureen JirikowicScott KrajcirMatt KrawczykTiffany Mitchell-

DetvanMike Moskopf Gerianne PromMatt RiosGary SievewrightJim Wagner, Chair

TRI COUNTY YRobert BrendelSuzanne FalveyGeorge FureyTheresa HoferJoe KurhajecLisa MackeyDebra McCannTony MorganPamela PedersenJeffrey PietteJeff Richards, ChairJason SchneiderRobert SchuelkeSteve TalbertPatrick TierneyKatie Wilke

WAUKESHA YRick AndritschTim BlackDave BurchDarren ClarkRon DeablerMatt DeiningerTom Dieckelman, ChairGina EhlerPam FloresChadd FrankJessica HimselShawn KallowayMeghan KinatederJoe LabergeTom LamoureuxScott NazeMatt NitkaTim NorgalKelly OlejniczakBrian RadloffJack RieschSandy Wysocki

WEST SUBURBAN YSteven BaptieFay BerryPaul BesteDavid FritzkeScott GierhahnKimberly HargisLewis HillPatrick HorneEric KoeppJay LauckJim OlsonJohn Petrie, ChairGriffin ProchnowKevin ShermachKari StoweSergey Tarima

ASSOCIATION BOARD OF DIRECTORSRick AndritschDavid BahlPaul BesteRon ClaytonTom DeisingerTom DieckelmanChristine Fenske

Darren HorndaschCarl JensenRick Kalscheuer, CVOMark MirsbergerScott NazeJohn PetrieJeff Piette

Griffin ProchnowJeff RichardsH. Stanley RiffleRick SwanJim WagnerKatie WilkeSherri Wolfmeyer

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$10,000+ DonorsDale and Theresa DobrothWilliam N. and Janice V. Godfrey

Family Foundation TrustNational Insurance Services John NevinsPepsi Bottling GroupPotawatomi Hotel & Casino’s

Heart of Canal StreetUnited Way of Greater Milwaukee

& Waukesha County

$5,000+ DonorsCommunity Memorial HospitalFIS Fitness ChallengeNordstromIn Memory of Barbara ThompsonYMCA of the USA

$2,500+ DonorsAnonymous Kathy and Steve BaptieFresh Thyme Farmers MarketL&A Crystal Services, LLCOrthopaedic Associates of

WisconsinParagon TECJohn and Ann PetrieRivercrest ChiropracticSam’s ClubVJS Construction ServicesWest Bend Community

FoundationMeg WickesbergWoodman’s

DIFFEREN

CE MA

KERS$1,000+ DonorsRick and Stacie AndritschAptarChris and Nancy BeckerFay BerryRobert and Cathy BrendelPatrick and Jean CanneyCoach USATim and Marge ColombeCommunity League of

Menomonee FallsLinda and John DaleyTom and Anne DeisingerKyle and Austin EgloffThe Euer FamilyPaul and Joan EwigPatrick and Suzanne Falvey and

FamilyChristine FenskeFloor SolutionsGeorge FureyGE FoundationIn Memory of our Parents,

Griffins and JohnsonsGSF Mortgage CorporationByron HawksViv and Ronald HoettlesDarren and Jamie HorndaschHUSCO InternationalInterstate Sealant & ConcreteCarl and Carrol JensenRobert JovanovichDon and Mary Lou KasnerThe Kurhajec’sTom Lamoureux Family

Jay and Betty LauckMike and Deb McCann FamilyMarsh & McLennanGeoffrey Mertens FamilyMicrosoftAaron and Kristin Miller FamilyMark and Martha MirsbergerMondotticaScott Morgano FamilyMukwonago Animal HospitalKelly and Rob OlejniczakJeff and Darcy Piette FamilyPolkadotsJeanette Prince-Hestetune

FamilyGriffin ProchnowKatie and Jeff Rehm FamilyJeff and Kristy Richards FamilyRobertson Ryan & AssociatesSchiefelbein Foundation FundJeremy and Laurie SchlittSchlitz FamilyRobert SchuelkeJoseph ShrawderThe Sonnemann FamilyIn Memory of Bob StegerTeam BenU.S. BankIn Memory of Carol WagnerJim and Marj WagnerWE Energies FoundationKathy and Tom WestpfahlKathryn and Kevin Wilke FamilySherri WolfmeyerThe Family of Peter Zangerle

We express our gratitude to the individuals, corporations, organizations, and foundations that are instrumental to our success in helping to ensure the Y is available for all.

MUKWONAGO EXPANSION PROJECT

Capital DonorsAnonymousChris and Nancy BeckerJohn and Barbara BowlinJohn and Dorothy BoxhornCitizen’s BankRon and Susan ClaytonMichael and Jane ConnorDewy Farm LLCBob and Jacki DixonCarole FickauFork in the Road – Dennis StevensCharles and Maryellen HeckmanJay and Karin HillerAaron and Christy JagdfeldRichard and Kathleen JensenCarl and Karen Kitzinger (In

Memory of Carol Wagner)Koeffler FamilyThomas and Una KohlAndrew and Christine LampereurTom and Amy McAdamsJoe and Karen McAdamsShirley MillerMK Optomist ClubIn Memory of Barbara ThompsonVJS Construction ServicesFran and Carol Wagner

2017 ANNUAL CAMPAIGN DONORS

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The mission of the YMCA of Greater Waukesha County is to put Christian Principles into practice through programs

that build healthy spirit, mind, and body for all.