Shawnessy 2006 Report

Shawnessy YMCA (Located in the South Fish Creek Complex)

2006 Report for the City of Calgary

YMCA Calgary

YMCA Calgary Mission YMCA Calgary is a charitable organization driven by its mission to facilitate and promote the spiritual, mental, physical and social development of individuals and to foster a sense of responsibility within the community.

Financial Aid YMCA Calgary wants everyone to have the opportunity to take part in our programs and enjoy our facilities and services. Financial aid is available for those who need assistance.

Statement of Principles YMCA Calgary is committed to the following principles which provide the core values for the organization: • • • • • •

A supportive environment fostering the growth and development of individuals in all their diversity and potential The provision of equal access and participation for all persons The promotion of fellowship, community responsibility and service A commitment to quality leadership provided by volunteers and staff An ethical and independent organization which is financially self-sufficient A global perspective and participation within the world community

YMCA Calgary Values YMCA Calgary is committed to practicing and demonstrating the core values of respect, honesty, responsibility and caring in all aspects of the organization.

Table of Contents

YMCA Calgary

President & Chief Executive Officer Message

4

Financials

5

Membership

6

Programs & Facility Usage

7

Community Support

8-9

Strategic Plan

10 - 12

13 Lifecycle Plan

13 - 14

2005 Audited Financial Statement

15

17

4

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YMCA Calgary President & Chief Executive Officer Message YMCA Calgary had a watershed year in 2006, as we served more people (over 65,000), told more stories (to over 2,000 donors) and raised more money (over $10 million) than ever before in the 105-year history of the organization. It’s exciting to be out telling the YMCA story, a story in which we provide over $2 million in annual subsidies to people who would otherwise be unable to pay for YMCA programs or services. Each year, 65,000 people (40,000 under the age of 18) use our services, including over 60 community program sites located in elementary, junior high and high schools, 46 of which are philanthropically supported. In addition, YMCA Calgary provides year-round outdoor and environmental experiences to 13,000 youth at YMCA Camp Chief Hector. And, our four health, fitness and recreation branches are accessed 1.5 million times by over 150,000 members and program participants of all ages. We are continuing our development plan that will see YMCA Calgary create a new YMCA presence in the city’s northeast as part of a Northeast Centre of Community, renew existing facilities at the Crowfoot and Eau Claire YMCAs, enhance YMCA Camp Chief Hector, improve our community programs, and provide financial assistance that ensures access for all. In addition, we have undertaken a partnership with the Calgary Health Region to look at creating a centre of wellness within the proposed South Health Campus. The $10 million just raised through our Growing Strong Together Community Campaign is an important milestone in this development plan. Further significant funds will come from a variety of sources, including the City of Calgary, the new Provincial Government and our YMCA resources. While acknowledging the contributions of our staff and volunteers is not new to YMCA Calgary, our 2006 accomplishments reaffirmed their importance to our success. We rely on more than 1,200 full-time, part-time and seasonal staff, and more than 1,000 volunteers to deliver our programs and services and keep YMCA Calgary running. Thank you for your passion, dedication and hard work. As we look to the future for YMCA Calgary, we are excited about where we are heading. We will build on our past successes and evolve with the needs of this dynamic and growing community, we will continue engaging those around us to share in our vision, and will work closely with our partners to create programs and services that are meaningful and relevant. To all of you, we thank you for your time, talent and treasure as we work to build strong kids, strong families and strong communities.

Wayne Perkins President and CEO YMCA Calgary

Jane Savidant Chair YMCA Calgary Board of Directors

4

YMCA Calgary Financials YMCA Calgary Shawnessy YMCA Consolidated Statement of Operations For the Twelve Months Ending December 31, 2006 Unaudited Actual

Budget

Membership HFR Program Member Services Childcare Food Services Other

$3,516,981 1,252,202 514,963 351,332 354,161 33,796

$3,294,252 1,237,324 517,975 345,504 289,187 14,280

Total Revenue

$6,023,435

$5,698,522

Asset Management Common Area HFR Program Childcare Food Services Member Services Strong Kids Net Position Association Allocation

$2,484,390 231,414 859,739 159,949169 ,538 147,521 15,363 174,480 137,107 69,886 557,712

$2,681,778 235,455 782,465 150,800160 ,775 168,411 18,830 145,600 170,098

Total Direct Expenses

$4,514,393 $4,847,150

$4,282,980 $4,920,454

Branch Contribution

1,915,898

1,431,595

Depreciation

$402,058

$424,000

$1,513,840

$1,007,595

$78,622

$78,622

Revenue

Expenses Salaries & Benefits Administration Asset Management

Net Contribution Margin Capital Investments

5

557,042

YMCA Calgary

Membership Membership BreakdownBreak

Down

Membership Type

Number 2006

% of Total 2006

Number 2005

Adult General Adult Plus Senior General Senior Plus Youth Volunteer (includes adults, seniors, youth/children) Assisted Total

4,193 1,124 288 73 4,939 487

34% 9% 2% 1% 41% 4%

4,242 1,045 234 75 3,753 381

% of Total 2005 38% 9% 2% 1% 34% 3%

1,073 12,177

9% 100%

1,471 11,201

13% 100%

Cumulative Membership by Month

January February March April May June July August September October November December

2006 11,397 11,542 11,567 11,523 11,588 11,326 11,307 11,531 11,526 11,514 11,664 11,690

7

2005 10,919 11,135 11,102 11,027 11,022 10,792 10,818 11,054 11,153 11,139 11,162 11,201

YMCA Calgary

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YMCA Calgary Programs Program Registrants Category Adults Aquatics Babysitting Climbing Wall Day Camps Licensed Childcare Preschool Youth Total

2006 1,878 7,867 21,286 449 2,796 73 1,044 773 36,166

2005 33,289 10,412 18,415 2,234 2,900 80 4,689 8,910 80,929

Facility Drop-In Non- Member Usage Age Category 0-11 12-17 18-59 60+ Family (2 adults + 2 children) Teen Night Post Secondary Students Member Guests Out of Town Total

2006 5,673 8,458 17,260 1,131 1,903 6660 2,541 6,637 1,986 52,249

2005 8,267 6,840 7,890 1,242 1,624 7,428 2,043 9,606 1,263 46,203

9

YMCA Calgary Community Support Membership Fee Assistance Membership 2006 Adult 573 Youth 500 Total Assisted 1073 Total Membership 12,177 $276,427 total dollar value of membership fee assistance provided in 2006 Assisted members made up 9% of overall membership

2005 840 736 1,576 11,201

Program Fee Assistance Program Adult Youth Total

Individuals 2006 96 607 703

Subsidy $ Provided 2006 $10,395 $92,248 $102,643

10

Individuals 2005 121 people 1,177 people 1,298 people

Subsidy $ Provided 2005 $ 6,732 $ 75,709 $ 82,441

YMCA Calgary

Collaboration and Participation with Community Organizations and Groups in 2006 Aspen-Kurl for Kids Athabasca University at Mount Royal College Bishop O’Byrne Highschool Calgary Buffaloes Midget AAA Hockey Club Calgary Celtic Soccer Club Calgary Foothills Kickers Calgary Round-Up Band Canada West Volleyball Club Centennial Highschool Cerebral Palsy Association Chaparral School City of Calgary-EMS Deer Run Community Association Dr. E.P. Scarlett Music Program Ecole St. Cecilia School Girl Guides Harold Panabaker Junior High School Inn from the Cold (Personal Best Seminar) Janet Johnstone School Le Roi Daniels School McKenzie Lake Community McKenzie Lake School Medics for Miracles (Weekend to End Breast Cancer) Menno Simons Christian School Midlands United Church Midnapore Hockey Association Midnapore School Midpark Christian Assembly Moms Making it Happen MS Society of Canada Oak Park Church of Christ Prince of Wales Elementary Queensland Community Association Robert Warren Jr. High Safe Haven Foundation Southern Alberta Selects The Leukemia & Lymphoma Society of Canada U of C-World University Services of Canada Westmount Charter School

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YMCA Calgary Strategic Plan 2006-2008 •

•

•

The vision of YMCA Calgary is to strengthen our community by increasingly delivering on our mission, offering more experiences, programs and services to more people, always pursuing excellence in all facets of our operations. In anticipating the unprecedented challenges of our communities in the 21st century we envision our Association playing a vital role by providing mission-based programs and services that are known for the personal impact they have on individuals and the measurable and lasting impact they have on our communities. Over the next five years our vision commits the Association to learning, leadership and growth in the following key strategic priorities.

Strategic Priority: Children, Youth and Family Strategy: Growth in Children, Youth and Family Programs  Increase child/youth programs in: Youth Centre, Climbing Wall, Daycamps and Preschool  Encourage families to participate in the YMCA together by offering: family events/programs, more parented programs  Enable families visiting the complex and in the community to access babysitting  Continue to offer childcare children the opportunity to participate in YMCA programs while they are in our care  Maintain Accreditation status in childcare  Increase fees in childcare  Create more opportunities for children and youth to participate in drop activities Strategic Priority: Community Building Strategy: Nurture existing partnerships and development of new ones

 Successful implementation of CHR project for people with disabilities   

 

Continue to develop our partnership with the CHR, specifically the Living Well program Position the Shawnessy YMCA in the community by building relationships with surrounding businesses. MaitnatinMaintain the relationship with partners in the South Fish Creek Complex (example: Explore increase of programming for Bishop O’Byrne High School students and our members using SFCRA, Library, BOB) Continue working with the partners of the South Fish Creek Complex to achieve the vision of a seamless building working towards a common goal: a gathering place for the community

Strategic Priority: Philanthropy Strategy: Increase overall awareness of the Strong Kids Campaign  2006 Goals:  Dollar: $26,000  CRT Donors: 5  Total Donor: 285  Staff and Volunteer Goal: 125  Campaigner goals: • Staff: 15

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YMCA Calgary



• Non Staff: 20 Educate the members, community and staff / volunteers about Strong Kids

13

YMCA Calgary

Strategic Priority: Communication Strategy: Internal Branch Communication  Coordinate Communication Coordinator’s role according to the model agreed on by the Association (sharing of expertise throughout the Association)  Ensure proper and adequate communication between departments, within departments, and throughout the branch. Strategy: External Communication  Continue YMCA presence in surrounding Communities Strategy: SFCC Communication  To contribute where possible in the marketing of joint events, and the overall exposure of the complex to the communities in the area. Strategic Priority: Diversity Strategy: Diversity  Implement and integrate the YMCA Calgary Diversity plan  Ensure all staff have attended Diversity training  Implement diversity initiatives into branch events, staff meetings etc. Strategic Priority: Human Resources Strategy: Staff and volunteer development and retention  Staff  Effective performance management plans in place where required  Succession management and career development for staff who are pursuing a career with the YMCA  3% average merit based increases for full-time staff and part-time  Continue to evaluate current positions as staff turnover occurs  Continue to look at efficiencies with PT hours  Continue to educate staff about the Strategic plan and Development plan  Maintain branch productivity level of 2.01  Training to include: o All full-time and part time staff YMCA mandatory training up to date and current at all times o Entry Level Management for new Supervisors and Directors o Ongoing training for staff to keep current  Volunteers  Recruit and retain qualified and committed volunteers  Appropriately recognize volunteers time and energy  Implement effective tracking for volunteers length of service, birthdays, and training

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YMCA Calgary

Strategic Priority: Operational Excellence

  Maintain overall membership retention at 70% in 20062005    



Manage our cancellations to get them reconnected Maintain contribution margin of 21.24% Meet our financial obligations to the association by attaining our budget submitted Meet our members/participants expectations to see an overall improvement on the EYE test scores in 2007. Need to specifically improve on the areas of: o Probing skills o Y Values Improve SAM survey scores specifically in the areas of: o Donor/Volunteer commitment o Renewal intention o Friendliness

 Year end membership numbers maintained at 11,000 throughout 2006increase to 10,500 by December 31st, 2005    



Increase of members utilizing PAC to be 50% Continue to explore the expansion of Fit Linxx as a retention tool Implement membership fee increase Continue to grow programming for groups (home schooled children, groups with disabilities, school boards) Program Revenue will be 2021% of total revenue

Strategic Priority: Health Strategy: Increase awareness to all  Implement health initiatives into branch events, staff meetings etc.

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YMCA Calgary Lifecycle Plan BUILDING

5 Year $1,000 $1,000

Roofing/Structural

Roofing/Pool/Weight floor/Running track Structural Pool/Weight floor/Track Structural inspection Roof Window Replacement Mechanical/HVAC AH 1 Supply Fan AH 2 Supply Fan AH 3 Supply Fan AH 4 Supply Fan AH 5 Supply Fan DHW Heat Exchanger 49 plates DHW Heat Exchanger 49 plates AH Heat Exchanger 60 plates AH2 VFD Resistors & drive Glycol Pump 3 Glycol Pump 4 Recir pump (AH1) Building Automation System YMCA Mechanical/Swimming Pools Pool Robot Vacuum Main Pool Filter Pump 30hp Training Pool Filter Pump 7.5hp Whirl Pool Filter Pump 7,5hp VacuumVaccum Pump Whirl Pool Jet Pump 7.5hp Toy Pump Pipe Fall 2.0hp Toy Pump Bubbler 6.7hp Toy Pump Tot Spray .25hp Toy Pump Deck Spray Main 7.5hp Toy Pump Deck Spray Kids 7.5hp Salt Cells Chemical Injector Pumps Main Pool Sand Filters 1 Main Pool Sand Filters 2 Main Pool Sand Filters 3 Training pool Sand Filters 1 Training pool Sand Filters 2 Training pool Sand Filters 3 Whirl pool Sand Filters 1 Whirl pool Sand Filters 2 Main Pool HeatHeaat Exchanger 12 plates Training Pool Heat Exchanger 10 plates Whirl Pool Heat Exchanger 6 plates Chemical ControllerCheical Controler (Aqutrol) Pool Lane Ropes Recirc Pump for Salt Cells 1 Recirc Pump for Salt Cells 2 Recirc Pump for Salt Cells 3 Surge Tank Float controls Main Pool Surge Tank Float controls Training PoolTrain ing

10 Year $1,000 $1,000

15 Year $1,000 $1,000

20 Year $1,000 $1,000

$2,000 $2,000 $2,000 $2,000 $2,000

$3,000

16

$15,000 $15,000 $18,000 $4,500 $1,000 $1,000 $1,000 $5,000

$5,000

$5,000

$1,000

$1,000

$1,000

$1,000

$18,000 $5,000

$72,000 $5,000

$5,200 $500 $500 $500 $1,500 $1,500

$4,000 $3,000 $900 $5,000 $5,200 $500 $500 $500 $1,500 $1,500

$3,000

$5,000 $8,000 $5,000 $5,000 $1,000 $1,000 $1,000 $5,000 $1,000 $5,000 $5,000 $72,000 $5,000 $11,000 $11,000 $11,000 $5,500 $5,500 $5,500 $5,500 $5,500

$5,200 $500 $500 $500 $1,500 $1,500

25 Year $1,000 $1,000 $500,000 $100,000 $2,000 $2,000 $2,000 $2,000 $2,000

$15,000 $15,000 $18,000 $4,500 $1,000 $1,000 $1,000 $5,000

$3,000

$5,000

$5,000

$1,000

$1,000

$1,000

$1,000

$72,000 $5,000

$72,000 $5,000

$4,000 $3,000 $900 $5,000 $5,200 $500 $500 $500 $1,500 $1,500

$5,200 $500 $500 $500 $1,500 $1,500

YMCA Calgary BUILDING

5 Year

Roofing/Structural

Pool Basins Grouting Electrical Emergency Lighting Supply Exit Signs MCC Motor Switches Light Fixtures Fire Alarm Communications Telephone System 2- way radios Finishes Men’sMens Plus Steam Room Re Grout Men’s PlusMens Pllus Steam Room Re Tile walls Men’sMens Plus Shower Re Grout Men’sMens Plus Shower Re Tile Walls Men’sMens Plus Shower Re Tile Walls & Floors Men’sMens Plus Mondo Floor Ladies’ Plus Steam Room Re Grout Ladies’ Plus Steam Room Re Tile Walls

10 Year

15 Year $30,000

20 Year

25 Year

$20,000 $20,000 $50,000 $50,000 $95,000 $4,000 $1,500 $2,500

$60,000 $20,000 $1,500 $15,000 $2,500 $15,000

$20,000

$20,000

$20,000

$1,500

$1,500

$1,500

$2,500

$2,500

$2,500

$1,500

$20,000 $1,500

$20,000 $1,500

$1,500 $15,000

$1,500

$20,000 Ladies’ Plus Shower Re Grout Ladies’ Plus Shower Re Tile Walls Ladies’ Plus Shower Re Tile Walls/Floor Ladies’ Plus Mondo Floor Men’sMens General Shower Re Grout Men’sMens General Re Tile Walls Men’sMens General Re Tile Walls/Floors Men’sMens General Mondo Floor Ladies’ General Re Grout Ladies’ General Re Tile Walls Ladies’ General Re Tile Walls/ floors Ladies’ General Mondo Floor Special Locker Rm Re Tile walls Special Locker Rm Re Tile walls/floors Locker Room Shower fixtures Family Locker Room Lockers Gym Floor RefurbishRe Furbish Studio Floor Refurbish Administration Office Re-carpet Carpet Day Care Office Re-carpet Carpet Men’sMens Plus Re-carpet Carpet Ladies’ Plus Re-carpet Carpet Pool Wall Paint Conditioning Wall Paint Office & Hallways Hall Paint MultiPurpose Room Paint Daycare/Babysitting Paint Hallway Tile Floors

$20,000 $2,500

$2,500 $15,000

$2,500

$2,500

$2,500

$20,000 $2,500

$2,500

$40,000 $2,500

$2,500 $20,000

$2,500

$2,500 $15,000

$2,500 $20,000

$2,500

$2,500 $1,500

$2,500 $20,000

$40,000 $15,000 $20,000 $20,000

TOTALS For Building

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$5,000 $4,000 $2,500 $10,000 $1,000 $10,000 $10,000 $5,000 $3,000 $10,000 $1,500 $5,000

$20,000 $5,000 $10,000 $1,000 $10,000 $10,000 $5,000 $3,000 $10,000 $1,500 $5,000

$10,000 $1,000 $10,000 $10,000 $5,000 $3,000 $10,000 $1,500 $5,000

$20,000 $5,000 $10,000 $1,000 $10,000 $10,000 $5,000 $3,000 $10,000 $1,500 $5,000

$127,700

$453,100

$341,700

$516,600

$10,000 $1,000 $10,000 $10,000 $5,000 $3,000 $10,000 $1,500 $5,000 $50,000 $1,066,200

YMCA Calgary

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