2024-07-19T11:18:38-05:00 2023-12-31 561750124 BATCHELOR TILLERY & ROBERTS LLP 3605 GLENWOOD AVENUE SUITE 350 RALEIGH NC 27612 990 2023-01-01 562109717 BIG BROTHERS BIG SISTERS OF THE TRIANGLE INC BIGB 9198509772 808 AVIATION PARKWAY STE 900 MORRISVILLE NC 27560 ERIN CALLAHAN CEO 9198509772 2024-07-19 1 ERIN CALLAHAN 999009999 1 JARED L PILAND P01326291 9197878212 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z ERIN CALLAHAN 808 AVIATION PARKWAY STE 900 MORRISVILLE NC 27560 612198 0 X WWW.BIGSTRI.ORG X 1998 NC CREATE AND SUPPORT ONE-TO-ONE MENTORING RELATIONSHIPS THAT IGNITE THE POWER AND PROMISE OF YOUTH. 20 20 22 400 0 0 1090601 590630 0 0 14797 11934 -51520 -54643 1053878 547921 1200 0 0 0 523431 577672 8398 0 125725 308871 281641 841900 859313 211978 -311392 1606865 1234505 270370 178572 1336495 1055933 X CREATE AND SUPPORT ONE-TO-ONE MENTORING RELATIONSHIPS THAT IGNITE THE POWER AND PROMISE OF YOUTH. THE ORGANIZATION'S VISION IS THAT ALL YOUTH ACHIEVE THEIR FULL POTENTIAL. 0 0 99055 MENTORING CHILDREN OF PRISONERS (MCP):THE MCP PROGRAM FUNCTIONS UNDER THE GUIDELINES AND BY THE INFRASTRUCTURE OF THE COMMUNITY-BASED MENTORING PROGRAM. MENTORS ARE PAIRED WITH A CHILD WHO HAS HAD A PARENT OR GUARDIAN INCARCERATED. THE PROGRAM IS COMMITTED TO HELPING CHILDREN OVERCOME THE DISRUPTION OF THE RELATIONSHIP WITH THEIR PARENT WHO HAS BEEN INCARCERATED, AS WELL AS ANY OTHER HARDSHIP THAT THE CHILD MAY BE ENCOUNTERING. MENTORING RELATIONSHIPS ARE ONE-TO-ONE AND ALL PARTICIPANTS RECEIVE TRAINING AND SUPPLEMENTAL ACTIVITIES TO BETTER SUPPORT AND ENRICH THEIR PROGRAM EXPERIENCE. 567520 COMMUNITY AND SITE BASED ONE-TO-ONE MENTORING:THE PROFESSIONALLY PAIRED AND MATCHED ONE-TO-ONE MENTORING RELATIONSHIPS ARE DESIGNED TO SUPPORT AND ENHANCE A CHILD'S ASSETS, IN ORDER TO FOSTER THEIR PHYSICAL, INTELLECTUAL, EMOTIONAL AND MORAL DEVELOPMENT. BOTH PROGRAMS PAIR VOLUNTEERS WITH CHILDREN AGES 6-14 IN WAKE, DURHAM AND ORANGE COUNTIES.COMMUNITY BASED: THIS IS THE CLASSIC PAIRING OF WELL-SCREENED, CARING VOLUNTEER MENTORS WITH CHILDREN FROM PRIMARILY SINGLE-PARENT FAMILIES. THE VOLUNTEERS ARE ADULTS WHO ARE WILLING TO COMMIT AT LEAST ONE YEAR TO SERVING AS A BIG BROTHER OR BIG SISTER VOLUNTEER MENTOR. COMMUNITY BASED MATCHES SPEND A MINIMUM OF 8 HOURS A MONTH TOGETHER DOING ACTIVITIES AND SPENDING TIME TOGETHER IN THE COMMUNITY.SITE BASED: SITE BASED MATCHES SPEND A MINIMUM OF 4 HOURS A MONTH TOGETHER FOR AT LEAST ONE YEAR. SITE BASED MATCHES MEET ONLY AT THE DESIGNATED LOCATION (I.E.: ELEMENTARY SCHOOL, MIDDLE SCHOOL, AFTER-SCHOOL PROGRAM, RECREATION CENTER, DESIGNATED BEYOND SCHOOL WALL PARTNER WORK PLACE, ETC.) 666575 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 22 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ERIN CALLAHAN 9198509772 808 AVIATION PARKWAY STE 900 MORRISVILLE NC 27560 ALVA HORTON DIRECTOR 2.50 X 0 0 0 CARLO GONZALES TREASURER 2.50 X X 0 0 0 CHARMAINE RIGGINS PRESIDENT 2.50 X X 0 0 0 FENITA MORRIS-SHEPHARD DIRECTOR 2.50 X 0 0 0 JACQUELYN MOORE DIRECTOR 2.50 X 0 0 0 JAMES BACHARACH PRESIDENT ELECT 2.50 X X 0 0 0 JILL CROWLEY SECRETARY 2.50 X X 0 0 0 JONATHAN STRILEY DIRECTOR 2.50 X 0 0 0 KEISHEA EDWARDS-TURNER DIRECTOR 2.50 X 0 0 0 KIMBERLY STEWART DIRECTOR 2.50 X 0 0 0 MARTHA HOYLMAN DIRECTOR 2.50 X 0 0 0 PHILLIP HARRIS PAST PRESIDENT 2.50 X X 0 0 0 RODRIGO ALCAINE DIRECTOR 2.50 X 0 0 0 ROGER PERRY DIRECTOR 2.50 X 0 0 0 SANJAY PATEL DIRECTOR 2.50 X 0 0 0 SHEILA HUMPHREY DIRECTOR 2.50 X 0 0 0 STEPHANIE JOHNSON DIRECTOR 2.50 X 0 0 0 TARIK DALTON DIRECTOR 2.50 X 0 0 0 WARNER KUPPIN DIRECTOR 2.50 X 0 0 0 WREN MITCHELL DIRECTOR 2.50 X 0 0 0 ERIN CALLAHAN CEO 40.00 X 89625 0 7385 89625 0 7385 0 0 0 0 0 25000 196228 22957 346445 7027 590630 1878 1878 10056 0 10056 10056 10056 6555 196228 64277 -57722 -57722 MISCELLANEOUS INCOME 900099 3079 3079 3079 547921 3079 0 -45788 97010 58206 24252 14552 421260 344947 76313 22944 18225 4719 36458 28177 1719 6562 26756 26756 3210 3210 38925 38925 3779 2543 1236 17807 14438 787 2582 14177 10223 547 3407 104291 88647 2086 13558 915 915 8696 8696 19202 18687 515 3176 2700 63 413 13150 10627 664 1859 EQUIPMENT EXPENSE & SUP 11060 10455 81 524 ACTIVITIES EXPENSE 8540 8540 BAD DEBTS 6333 6333 GIFTS & AWARDS 1271 1271 353 353 859313 666575 67013 125725 694937 572336 241423 113050 962 737 15193 6951 127352 118312 12216 9040 327258 370212 314876 162179 1606865 1234505 7567 7262 262803 171310 270370 178572 X 846669 693433 489826 362500 1336495 1055933 1606865 1234505 -311392 30830 0 X 0 1 X 1 0 X 1072769 783190 817071 1090601 590630 4354261 1072769 783190 817071 1090601 590630 4354261 739197 3615064 2221 1325 4151 2055 1878 11630 2942 660 3289 719 3079 10689 4376580 10157 0.82600 0.82080 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: APPLICATION FEE REVENUE - 2019 AMOUNT: $ 2,942. 2020 AMOUNT: $ 660. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. OTHER INCOME INCL FUNDRAISING - MISCELLANEOUS INCOME - 2021 AMOUNT: $ 3,289. 2022 AMOUNT: $ 719. 2023 AMOUNT: $ 3,079. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 254271 31779 3210 282840 298911 -42212 2428 254271 265230 36235 2554 298911 237049 30066 1885 265230 211526 27157 1634 237049 1.00000 1 0 127352 118312 9040 9040 SECURITY DEPOSITS 7810 OPERATING LEASE - RIGHT OF USE ASSET 154369 162179 OPERATING LEASE LIABILITY 171310 171310 X 584661 30830 9120 39950 544711 3210 3210 547921 865223 9120 9120 856103 3210 3210 859313 PART V, LINE 4: THE ENDOWMENT FUND WAS ESTABLISHED TO FURTHER THE MISSION OF THE ORGANIZATION. IT WAS ESTABLISHED WITH THE TRIANGLE COMMUNITY FOUNDATION, WHICH MANAGES THE FUND FOR THE BENEFIT OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION. DURING 2023 AND 2022, THE ORGANIZATION DID NOT HAVE INCOME SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE ORGANIZATION EVALUATES ANY UNCERTAIN TAX POSITIONS. ACCORDINGLY, THE ORGANIZATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE ORGANIZATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION OF MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT DOES NOT BELIEVE ANY SIGNIFICANT INCOME TAX UNCERTAINTIES EXIST AS OF DECEMBER 31, 2023 OR 2022. PART XIII - SUPPLEMENTAL FINANCIAL INFORMATION: THE ORGANIZATION ESTABLISHED IN 2014 A NON-ENDOWED FUND KNOWN AS THE "BRENDA BOYD BIG BROTHERS BIG SISTERS SCHOLARSHIP FUND". THE FUND IS HELD AND INVESTED BY THE TRIANGLE COMMUNITY FOUNDATION FOR THE BENEFIT OF THE ORGANIZATION. INFORMATION REQUESTS OR QUESTIONS REGARDING THE SCHOLARSHIP MAY BE DIRECTED TO THE ORGANIZATION. BIG NIGHT BALL 159449 152894 6555 58738 BOWL FOR KIDS SAKE 43334 43334 5539 202783 196228 6555 64277 64277 -57722 FORM 990, PART VI, SECTION A, LINE 4 A CHANGE TO THE BY-LAWS MADE IN 2023 WAS THE ADDITION OF THE FOLLOWING TEXT UNDER THE FINANCE SECTION: "CHECKS IN THE AMOUNT OF $500,000 OR MORE SHALL BE SIGNED BY TWO AUTHORIZED INDIVIDUALS WHOSE SIGNATURES SHALL BE ON FILE IN THE FINANCIAL INSTITUTION MAINTAINING CUSTODY OF THE CORPORATION'S FUNDS, REGARDLESS OF WHETHER THEY ARE INCLUDED IN THE OPERATING BUDGET." FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO EACH BOARD MEMBER BEFORE FILING WITH THE IRS. THE RETURN IS REVIEWED IN DETAIL BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ALL BOARD MEMBERS AND ALL STAFF WITH SIGNIFICANT DECISION-MAKING AUTHORITY. EACH MUST COMPLETE THE AFFIRMATION STATEMENT ANNUALLY AND IS UNDER CONTINUING OBLIGATION TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST AS SOON AS IT IS KNOWN. THE BOARD MEMBERS PROVIDE THE PRESIDENT OF THE BOARD WITH THEIR DISCLOSURE STATEMENTS. THE PRESIDENT'S DISCLOSURE STATEMENT IS PROVIDED TO THE SECRETARY AND THE STAFF'S DISCLOSURE STATEMENTS ARE PROVIDED TO THE CEO OF THE ORGANIZATION. WHERE A POTENTIAL CONFLICT OF INTEREST EXISTS, THE BOARD SHALL CONSIDER THE MATTER DURING A MEETING. THE DISINTERESTED MEMBERS OF THE BOARD SHALL DECIDE IF THE PROPOSED ACTION, POLICY OR TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION OR WHETHER IT WOULD BE MORE ADVANTAGEOUS TO FIND AN ARRANGEMENT WITH A PARTY OR ENTITY THAT IS NOT AN INTERESTED PARTY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIAL AND OFFICERS: THE INDEPENDENT BOARD REVIEWS AND DETERMINES THE COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR. THEY USE THE SIMILAR-SIZED BIG BROTHERS AND BIG SISTERS AGENCIES' CEO COMPENSATION TO DETERMINE THE CEO'S COMPENSATION PACKAGE. THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARE DOCUMENTED. THE INDEPENDENT BOARD REVIEWS AND DETERMINES COMPENSATION FOR OFFICERS BY SURVEYING COMPENSATION OF SIMILAR-SIZED BIG BROTHERS AND BIG SISTERS AGENCIES. THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.