2024-11-15T17:22:38-06:00 2023-12-31 231144520 TAIT WELLER & BAKER LLP 50 SOUTH 16TH STREET SUITE 2900 PHILADELPHIA PA 19102 990 2023-01-01 231352034 BIG BROTHERS BIG SISTERS INDEPENDENCE REGION BIGB 2157909200 100 NORTH 20TH STREET 5TH FLOOR PHILADELPHIA PA 19103 MICHELE MOLANO CHIEF OPERATING OFFICER 2157909200 2024-11-15 1 0 HARRISON PEREIRA P00746867 2159798800 2024-11-13 2023 2024-10-15 13:58:12Z MARCUS ALLEN 100 NORTH 20TH STREET 5TH FLOOR PHILADELPHIA PA 19103 7476593 0 X WWW.INDEPENDENCEBIGS.COM X 1915 PA TO IMPROVE THE LIVES OF CHILDREN AND STRENGTHEN COMMUNITIES THROUGH PROFESSIONALLY-SUPPORTED, ONE-TO-ONE MENTORING RELATIONSHIPS. 25 25 104 1192 0 0 10257630 5119299 0 0 349174 193569 24391 -151664 10631195 5161204 149706 97682 0 0 4978681 4928129 0 0 1010898 2246679 1896600 7375066 6922411 3256129 -1761207 8863278 9345673 552524 2263887 8310754 7081786 X TO IGNITE THE POWER AND PROMISE OF YOUTH AND CLOSE THE MENTORING GAP, BY CREATING AND SUPPORTING ONE-TO-ONE MENTORING RELATIONSHIPS AND STRENGTHENING THE QUALITY OF THE MENTORING FIELD. 0 0 4199651 97682 MENTORING SERVICES: THROUGH COMMUNITY-BASED AND SCHOOL-BASED YOUTH MENTORING PROGRAMS, MORE THAN 1,300 CHILDREN ARE SERVED ANNUALLY IN CHESTER, DELAWARE, MONTGOMERY AND PHILADELPHIA COUNTIES IN PENNSYLVANIA, AND BURLINGTON, CAMDEN AND GLOUCESTER COUNTIES IN NEW JERSEY. PROGRAM ACHIEVEMENTS INCLUDE A RATING OF THREE STARS BY CHARITY NAVIGATOR (THE NATION'S LARGEST AND MOST UTILIZED CHARITY EVALUATOR), GOLD STANDARD FOR TOP PERFORMING AGENCIES IN THE NATION, AND 1,387 CHILDREN AND MENTORS POSITIVELY IMPACTED DURING 2022. DURING 2022, OF THE CHILDREN IN YOUTH MENTORIING PROGRAMS FOR 12 MONTHS OR MORE, 98% OF LITTLES AVOIDED OR CEASED SUBSTANCE USE, 94% OF LITTLES STAYED ON TRACK WITH OR IMPROVED BEHAVIOR IN SCHOOL, 97% OF LITTLES KEPT OR CREATED PLANS FOR HIGH SCHOOL GRADUATION AND BEYOND. ALSO PROVIDED CAPACITY BUILDING, TRAINING & QUALITY ASSURANCE TO 345 TO 350 ORGANIZATIONS IN THE REGION. 363970 AS AN AFFILIATED ORGANIZATION OF BIG BROTHERS BIG SISTERS INDEPENDENCE, MENTOR INDEPENDENCE REGION (MIR) WAS LAUNCHED IN 2015 TO EXPAND THE MENTORING FIELD'S REGIONAL CAPACITY TO REACH MORE YOUTH, AND TO PAIR THEM WITH CARING, COMMITTED ADULT MENTORS, MIR WORKS DIRECTLY WITH MENTORING PROGRAMS BY ASSISTING WITH TRAININGS, TECHNICAL ASSISTANCE, QUALITY ASSESSMENT, PROFESSIONAL NETWORKING, AND ADVOCACY. DURING 2022, 395 PROGRAMS WERE DIRECTLY SUPPORTED, 65 TRAININGS WERE DELIVERED, 1,452 ADULT PARTICIPANTS WERE TRAINED, 550 TECHNICAL ASSISTANCE HOURS WERE DELIVERED, 250 QUALITY ASSESSMENT REVIEWS WERE COMPLETED, AND APPROXIMATELY 179,000 YOUTH WERE POSITIVELY IMPACTED. MIR'S MISSION IS TO FUEL THE QUALITY AND QUANTITY OF MENTORING RELATIONSHIPS FOR GREATER PHILADELPHIA'S YOUNG PEOPLE AND TO CLOSE THE MENTORING GAP. 4563621 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 104 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA NJ X X MICHELLE MOLANO COO 2157909200 100 NORTH 2OTH STREET 5TH FLOOR PHILADELPHIA PA 19103 STEPHEN SMITH CHAIRPERSON 2.00 X X 0 0 0 AMY HAMILTON VICE CHAIR 2.00 X X 0 0 0 PETER WILSON TREASURER 2.00 X X 0 0 0 JAMES LEYDEN SECRETARY 2.00 X X 0 0 0 JEFF ALDI DIRECTOR 2.00 X 0 0 0 KAREN BALDRY DIRECTOR 2.00 X 0 0 0 ANDREW BENIOFF DIRECTOR 2.00 X 0 0 0 MITCHELL BENSON DIRECTOR 2.00 X 0 0 0 SCOTT BENTLEY DIRECTOR 2.00 X 0 0 0 TRICIA PATRICIA BROWN DIRECTOR 2.00 X 0 0 0 LISA CALDWELL DIRECTOR 2.00 X 0 0 0 JOSHUA DAVIDSON DIRECTOR 2.00 X 0 0 0 REBECCA DEVINE DIRECTOR 2.00 X 0 0 0 JOSEPH R GENOVESI DIRECTOR 2.00 X 0 0 0 AMY HAMILTON DIRECTOR 2.00 X 0 0 0 ALISA HARRIS DIRECTOR 2.00 X 0 0 0 TIVONNIA TJ HARVEY DIRECTOR 2.00 X 0 0 0 DONNA HIGGINS DIRECTOR 2.00 X 0 0 0 ARNOLD JOHNSON DIRECTOR 2.00 X 0 0 0 GARY JONAS DIRECTOR 2.00 X 0 0 0 ALLEN KING DIRECTOR 2.00 X 0 0 0 NATHANIEL L KOONCE II DIRECTOR 2.00 X 0 0 0 ANTHONY KYRIAKAKIS DIRECTOR 2.00 X 0 0 0 JAMES LEYDEN DIRECTOR 2.00 X 0 0 0 JOSEPH MARRONE DIRECTOR 2.00 X 0 0 0 ROHIT MEHROTRA DIRECTOR 2.00 X 0 0 0 MICHAEL PHILIPS DIRECTOR 2.00 X 0 0 0 KELLEE RIVERS DIRECTOR 2.00 X 0 0 0 PETER WILSON DIRECTOR 2.00 X 0 0 0 MARCUS ALLEN CEO 40.00 X 255199 0 10809 MICHELLE Y MOLANO COO 40.00 X 156489 0 11797 ELLIOT BERGER VP OF ADVANCEMENT 40.00 X 176000 0 0 RICH BERRY VICE PRESIDENT, PROGRAMS 40.00 X 114186 0 0 701874 0 22606 4 0 1 0 THE PENNSYLVANIA HORTICULTURAL SOCIETY 100 N 20TH STREET PHILADEPHIA PA 19103 RENT 274989 12TH STREET CATERING 3312 SPRING GARDEN STREET PHILADEPHIA PA 19104 EVENT CATERING 109560 2 59443 462614 1278593 3318649 5119299 182858 182858 2051916 2041205 10711 10711 10711 122520 462614 274184 -151664 -151664 5161204 0 0 41905 97682 97682 434294 173718 195432 65144 3731191 2604269 518264 608658 19377 14172 2016 3189 353680 241232 55001 57447 389587 260385 66158 63044 21305 2194 13436 5675 56563 5825 35672 15066 28121 28121 233814 24077 147458 62279 86733 57916 22659 6158 451914 343709 57285 50920 40073 4127 25272 10674 346312 263392 43899 39021 121741 47960 65599 8182 20432 15540 2590 2302 116606 88686 14781 13139 PROGRAM AND RECRUITMENT 318737 318737 BAD DEBT EXPENSE 54249 54249 6922411 4563621 1347892 1010898 1987685 825984 1626828 1587443 149845 124594 619496 545190 91804 74306 3731626 5080611 1254134 0 21356 1652735 8863278 9345673 534005 591199 18519 1672688 552524 2263887 X 7826469 6449403 484285 632383 8310754 7081786 8863278 9345673 -1761207 532239 0 X 0 1 X 1 0 X 6515009 6134981 5729961 9572812 5119299 33072062 6515009 6134981 5729961 9572812 5119299 33072062 5950103 27121959 79073 52407 47109 105343 182858 466790 33538852 0.80870 0.81510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 0 PART II-B, LINE 1: THE ORGANIZATION PAID A LOBBYIST FOR DIRECT CONTACT WITH LEGISLATORS, THEIR STAFF, GOVERNMENT OFFICIALS OR A LEGISLATIVE BODY WITH THE PURPOSE OF PROCURING GRANT FUNDING ON BOTH THE FEDERAL AND STATE LEVEL. 35950 35950 35950 35950 35950 35950 35950 35950 35950 35950 0.00000 1.00000 0.00000 0 0 10000 10000 239394 223544 15850 65449 65449 0 304653 256197 48456 74306 DEPOSITS AND OTHER ASSETS 3000 OPERATING LEASE RIGHT-OF-USE ASSETS 1649735 1652735 OPERATING LEASE LIABILITIES 1672688 1672688 X 5665322 532239 532239 5133083 28121 28121 5161204 6894290 0 6894290 28121 28121 6922411 PART V, LINE 4: INCOME FROM FUNDS THAT HAVE BEEN PERMANENTLY RESTRICTED BY THE DONOR IS RESTRICTED FOR PAYMENT OF POST SECONDARY SCHOOL TUITION AND OTHER RELATED EXPENSES ONLY. PART X, LINE 2: THE ORGANIZATION HAS REVIEWED THEIR TAX POSITIONS AND HAS CONCLUDED THAT NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS SHOULD BE RECORDED RELATED TO UNCERTAIN TAX POSITIONS TAKEN ON FEDERAL AND STATE TAX RETURNS FOR THE OPEN FISCAL TAX YEARS (2020-2022) OR EXPECTED TO BE TAKEN IN ORGANIZATION'S FISCAL 2023 TAX YEAR. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF MANAGEMENT AND GENERAL EXPENSES. THERE WERE NO INCOME TAX RELATED INTEREST AND PENALTIES RECORDED FOR EITHER OF THE YEARS ENDED DECEMBER 31, 2023 OR 2022. FASHION TOUCHDOWN 341339 273071 68268 8965 172263 GOLF EVENT 121275 97020 24255 42709 12683 462614 370091 92523 51674 184946 236620 -144097 1 BIG BROTHERS BIG SISTERS OF LEHIGH COUNTY 41 S CARLISLE AVENUE ALLENTOWN PA 18109 231746895 501(C)(3) 97682 0 PROVIDE EVIDENCE -BASED MENTORING MODEL TO YOUTH IN LEHIGH COUNTY 1 0 PART I, LINE 2: MONTHLY INVOICES AND QUARTERLY PROGRAM REPORTS ARE SUBMITTED TO BBBSI FROM GRANT SUB-RECIPIENTS, ALL OF WHICH ARE SUBMITTED TO GRANTOR ALONG WITH BBBSI'S MONTHLY AND QUARTELY REPORT PACKAGES. THESE REPORTS ARE REVIEWED FOR ACCURACY OF LEVEL OF SERVICE AND FOR SPENDDOWN. X X X 0 0 0 0 0 0 0 0 0 MARCUS ALLEN CEO 255199 0 0 0 0 0 0 0 10809 0 266008 0 0 0 ELLIOT BERGER VP OF ADVANCEMENT 176000 0 0 0 0 0 0 0 0 0 176000 0 0 0 MICHELLE Y MOLANO COO 156489 0 0 0 0 0 4550 0 7247 0 168286 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT AUDIT COMMITTEE CONVENES TO WORK IN TANDEM WITH THE AUDITORS, ON BEHALF OF THE AGENCY AND ITS FIDUCIARY INTERESTS. THE AUDITORS REPORT THEIR FINDINGS TO THE AUDIT COMMITTEE. THE COMMITTEE REVIEWS AND APPROVES THE AUDIT REPORTS AND FORM 990. THE AUDIT COMMITTEE PRESENTS ITS REVIEW TO THE BOARD MEMBERS AND MAKES A RECOMMENDATION TO APPROVE OR DENY THE SUBMISSION OF THE REPORTS AND FORM 990. IF APPROVED, REPORTS, AND FORM 990 ARE FILED ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN A CONFLICT OF INTEREST POLICY UPON JOINING THE BOARD. THE SIGNED POLICIES ARE THEN KEPT ON FILE. STAFF MEMBERS ARE REQUIRED TO REVIEW AND ACKNOWLEDGE (VIA SIGNATURE) A COPY OF THE PERSONNEL HANDBOOK CONTAINING THE CONFLICT OF INTEREST STATEMENTS ON AN ANNUAL BASIS. THESE SIGNED ACKNOWLEDGEMENTS ARE THEN KEPT IN THEIR PERSONNEL FILE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD COLLECTS COMPARATIVE DATA AND REVIEWS THE CEO'S PERFORMANCE AND SETS CEO SALARY AND/OR ADJUSTMENTS ON AN ANNUAL BASIS. THE AGENCY CONDUCTS AN ANNUAL PERFORMANCE REVIEW OF ALL EMPLOYEES AND INCLUSIVE IN THE PROCESS, COLLECTS COMPARATIVE SALARY DATA BY WHICH WHICH SALARY ADJUSTMENT TARGETS AND RANGES BY POSITION ARE SET. THE BOARD OF DIRECTORS REVIEWS THE COMPARATIVE SALARY RANGE DATA AND APPROVES IT PRIOR TO AWARDING ANY EMPLOYEE COMPENSATION ADJUSTMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OR INTEREST AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THE BIG BROTHERS BIG SISTERS WEBSITE. THESE DOCUMENTS ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST.