2025-11-13T23:44:53-06:00 2025-06-30 953001179 WINDES INC 2050 MAIN ST STE 1300 IRVINE CA 92614 990 2024-07-01 951992702 BIG BROTHERS BIG SISTERS OF ORANGE COUNTY AND THE INLAND EMPIRE INC BIGB 7145447773 1801 E EDINGER AVENUE 101 SANTA ANA CA 92705 LAURIE PETERSON CHIEF FINANCIAL OFFICER 7146197012 2025-11-12 1 1 ELEANOR A LIVINGSTON CPA MST P00226461 9498529433 2025-11-12 2024 2025-03-06 01:10:19Z BIG BROTHERS BIG SISTERS OF ORANGE COUNTY BIG BROTHERS BIG SISTERS OF THE INLAND EMPIRE SLOANE KEANE 1801 E EDINGER AVENUE 101 SANTA ANA CA 92705 12388589 0 X WWW.OCBIGS.ORG WWW.IEBIGS.ORG X 1958 CA ENRICH THE LIVES OF YOUTH THROUGH PROFESSIONALLY SUPPORTED RELATIONSHIPS WITH MENTORS. 34 34 120 2773 0 0 9802939 9006568 0 0 840189 927227 -142653 -600298 10500475 9333497 0 0 0 0 7354131 7876453 0 0 797210 2461950 2565600 9816081 10442053 684394 -1108556 26671171 27536704 6805704 7459277 19865467 20077427 X CREATING AND SUPPORTING MENTORING RELATIONSHIPS THAT IGNITE THE POWER AND PROMISE OF THE NEXT GENERATION. 0 0 8675398 WE PROVIDE PROFESSIONALLY SUPPORTED AND CASE-MANAGED MENTORS FOR UNDERSERVED YOUTH AND YOUNG ADULTS IN ORANGE, RIVERSIDE, AND SAN BERNARDINO COUNTIES, AGES 6-24. MENTORS AND MENTEES BUILD RELATIONSHIPS THROUGH ACTIVITIES THAT SUPPORT EDUCATIONAL SUCCESS, SOCIAL-EMOTIONAL HEALTH, SOCIAL CONNECTION AND BELONGING, AND POSITIVE BEHAVIOR AND CHOICES. THE DEVELOPMENT OF A STRONG AND ENDURING RELATIONSHIP GUIDES YOUTH TOWARD SUCCESS AND SELF-SUFFICIENCY, WITH GOALS THAT INCLUDE COMPLETING POSTSECONDARY EDUCATION, PREPARING FOR SUCCESSFUL CAREERS, AND LIVING LONG, HEALTHY LIVES. WE OFFER MENTORING THROUGH TWO MODELS: COMMUNITY-BASED AND SITE-BASED. COMMUNITY-BASED MENTORING INVOLVES MENTORS AND MENTEES ENGAGING IN VARIOUS ACTIVITIES WITHIN THE COMMUNITY. SITE-BASED MENTORING INCLUDES SCHOOL-BASED PROGRAMS, WORKPLACE MENTORING AND COLLEGE-BASED MENTORING. 8675398 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 21 0 1 120 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X LAURIE PETERSON 7146197012 1801 E EDINGER AVENUE 101 SANTA ANA CA 92705 CARY HYDEN BOARD CHAIR 4.00 0.50 X X 0 0 0 MIKE FOX VICE CHAIR 3.00 X 0 0 0 CAROLINE SABO SECRETARY 2.00 X X 0 0 0 ERIN BOYL TREASURER 1.00 X X 0 0 0 ARNE ARENS DIRECTOR 1.00 X 0 0 0 MATT BAILEY DIRECTOR 1.00 X 0 0 0 KURT BELCHER DIRECTOR 1.00 X 0 0 0 PHIL BERRY DIRECTOR 1.00 X 0 0 0 STEVE BLANC DIRECTOR 2.00 X 0 0 0 TIM CROSSON DIRECTOR 2.00 3.00 X 0 0 0 BRIAN DAVIS DIRECTOR 1.00 0.50 X 0 0 0 PETER DESFORGES DIRECTOR 1.00 X 0 0 0 ROBERT FRIEDMAN DIRECTOR 1.00 X 0 0 0 PAUL FRUCHBOM DIRECTOR 1.00 X 0 0 0 ELLIOT GORDON DIRECTOR 2.00 X 0 0 0 CHRIS IVEY DIRECTOR 1.00 X 0 0 0 BLAKE JOHNSON DIRECTOR 1.00 X 0 0 0 GUY JOHNSON DIRECTOR 1.00 X 0 0 0 JOE JULIANO DIRECTOR 1.00 X 0 0 0 JASON KROTTS DIRECTOR 1.00 0.50 X 0 0 0 KIRBY HAYS DIRECTOR 2.00 X 0 0 0 JOHN LENELL DIRECTOR 1.00 X 0 0 0 DAVE MOELLENHOFF DIRECTOR 1.00 X 0 0 0 NAVIN NARANG DIRECTOR 1.00 X 0 0 0 TODD PICKUP DIRECTOR 1.00 X 0 0 0 JESSICA RANKIN DIRECTOR 1.00 X 0 0 0 TOM REYES DIRECTOR 1.00 X 0 0 0 TIM RYAN DIRECTOR 1.00 X 0 0 0 CHRIS SHEPPARD DIRECTOR 1.00 X 0 0 0 RICK TAKETA DIRECTOR 1.00 X 0 0 0 MEITAL TAUB DIRECTOR 1.00 0.50 X 0 0 0 KIM THOMPSON DIRECTOR 1.00 X 0 0 0 BRADLEY TODD DIRECTOR 1.00 X 0 0 0 HENRY WALKER DIRECTOR 1.00 0.50 X 0 0 0 GUS THEISEN DIRECTOR (THRU 11/2024) 1.00 X 0 0 0 STEVE BOROWSKI DIRECTOR (THRU 02/2025) 1.00 X 0 0 0 SCOTT NELSON DIRECTOR (THRU 03/2025) 1.00 X 0 0 0 CHRIS REEDY DIRECTOR (THRU 02/2025) 1.00 X 0 0 0 BRIAN STEVENS DIRECTOR (THRU 08/2024) 1.00 X 0 0 0 JACQUELINE GUSTAFSON DIRECTOR (THRU 02/2025) 1.00 X 0 0 0 SLOANE KEANE CHIEF EXECUTIVE OFFICER 45.00 1.00 X 379284 0 13222 LAURIE PETERSON CHIEF FINANCIAL OFFICER 44.00 1.00 X 202857 0 20667 KEITH MATAYA CHIEF STRATEGIC GROWTH OFFICER 45.00 X 154869 0 9211 KAYLA BELTRAN CHIEF OF STAFF 43.00 2.00 X 132478 0 5154 BRIANNA RIOS SENIOR DIRECTOR OF PROGRAMS 40.00 X 108794 0 7026 HAZEL GONZALES VP OF PEOPLE & CULTURE (THRU 05/2025) 40.00 X 158081 0 8476 BIANCA GAMA SR. DIR. OF P'SHIPS (THRU 11/2024) 40.00 X 118287 0 4603 LAURA MARCUM FORMER COO 45.00 X 131419 0 3138 1386069 0 71497 9 1 1 0 REFLEX NETWORKING 8502 E CHAPMAN AVE SUITE 640 ORANGE CA 92869 IT MANAGED SERVICES 114780 1 2432484 2356492 4217592 417271 9006568 773627 773627 2310129 2156529 153600 153600 153600 174700 2432484 877563 -702863 -702863 66056 21000 45056 45056 LAND LEASE AMORT. 900099 30303 30303 CREDIT CARD REWARDS 900099 19631 19631 CASH SURRENDER VALUE 900099 2884 2884 4691 4691 57509 9333497 153600 0 173329 654477 405965 164663 83849 6215324 5216835 552002 446487 29546 24234 3031 2281 451694 382393 34419 34882 525412 430950 53900 40562 7516 7516 44820 44820 14700 14700 59845 59845 79313 37686 41627 93921 38490 55431 100812 85457 7049 8306 134191 112892 10405 10894 387841 329513 26232 32096 66559 59158 1400 6001 118210 102843 5910 9457 PROGRAM EXPENSES 1300987 1300987 NATIONAL FEES 62355 62355 94530 63424 5769 25337 10442053 8675398 969445 797210 173716 175643 2930738 748394 1139770 1556542 46226 37135 3726989 630210 3138051 3096779 18654194 20525936 82026 89848 506450 1306427 26671171 27536704 666603 719746 295750 2891493 3138806 3032617 2704545 815421 6805704 7459277 X 19865467 19927427 0 150000 19865467 20077427 26671171 27536704 -1108556 1320516 0 X 0 1 X 1 1 1 X 7590222 12011633 8442345 9802939 9006568 46853707 7590222 12011633 8442345 9802939 9006568 46853707 217254 46636453 130001 58602 248371 840189 773627 2050790 147023 40100 28100 45056 260279 10214 11061 44593 57509 123377 49288153 0.94620 0.95530 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2021 AMOUNT: $ 10,214. 2022 AMOUNT: $ 11,061. 2023 AMOUNT: $ 2,686. 2024 AMOUNT: $ 7,575. CREDIT CARD REWARDS - 2023 AMOUNT: $ 11,604. 2024 AMOUNT: $ 19,631. LAND LEASE AMORTIZATION - 2023 AMOUNT: $ 30,303. 2024 AMOUNT: $ 30,303. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 14700 14700 0 PART II-B, LINE 1: MVM STRATEGY GROUP AND BROWNSTEIN HYATT FARBER SCHRECK LLP PROVIDES LEGISLATIVE AND EXECUTIVE AGENCY CONSULTING SERVICES FOR AND ON BEHALF OF BIG BROTHERS BIG SISTERS ASSOCIATION OF CALIFORNIA (BBBSAC), WHICH IS COMPRISED OF APPROXIMATELY 13 OTHER BBBS AGENCIES IN CALIFORNIA. MVM STRATEGY GROUP AND BROWNSTEIN HYATT FARBER SCHRECK LLP PRIMARILY ANALYZES, MONITORS, AND TRACKS LEGISLATION OF INTEREST AND REPORTS DEVELOPMENTS TO BBBSAC. THEY ALSO COMMUNICATE POLICY POSITIONS ON BEHALF OF BBBSAC TO MEMBERS OF THE ADMINISTRATION. THEY REVIEW THE OPERATING BUDGET STAFF MEMBERS IN THE ADMINISTRATION IF NEEDED. LASTLY, THEY DIRECT BBBSAC ON ALL RELEVANT AND NECESSARY REGULATORY FILINGS. 3000000 3000000 30543 15775 14768 696446 614435 82011 3096779 OPERATING LEASE LIABILITY 815421 815421 X 10629668 1320516 35500 1356016 9273652 59845 59845 9333497 10417708 35500 35500 10382208 59845 59845 10442053 PART X, LINE 2: THE ORGANIZATION ADOPTED FASB ASC TOPIC NO. 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (ASC 740). IN ACCORDANCE WITH ASC 740, THE ORGANIZATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE CONSOLIDATED FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT OF BEING SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. TO DATE, THE ORGANIZATION HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION RECOGNIZES THE POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE. THE ORGANIZATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL PURPOSES IS THREE YEARS AND FOR CALIFORNIA IS FOUR YEARS. X X 1 REVCOMM CONSULTING 11470 ORION STREET RIVERSIDE CA 92505 GRANT REVIEW 0 0 17321 0 17321 GOURMET DINNER 1704445 1653945 50500 75916 87104 19040 219136 GOLF TOURNAMENT 342518 293918 48600 21550 42984 3500 85520 6 560221 484621 75600 84570 7815 6830 223598 2607184 2432484 174700 182036 137903 29370 528254 877563 -702863 66056 21000 0 66056 21000 21000 45056 CA 1 0 0 0 1.00000 LAURIE PETERSON AT BIG BROTHERS BIG SISTERS 1801 E EDINGER AVENUE NO 101 SANTA ANA CA 92705 0 1 59450 SCHEDULE G, PART I, LINE 2B, COLUMN (V) REVCOMM CONSULTING IS PAID FOR GRANT CONSULTING AND ASSISTANCE. PART III, LINE 17B, REQUIRED DISTRIBUTIONS OF RAFFLE INCOME: THE CALIFORNIA REGISTRY OF CHARITABLE TRUSTS REQUIRES 90 PERCENT OF THE GROSS RECEIPTS GENERATED BY THE SALE OF RAFFLE TICKETS FOR ANY GIVEN DRAW ARE TO BE USED BY THE ELIGIBLE ORGANIZATION FOR CHARITABLE PURPOSES. THE NONCASH PRIZES REPORTED ON PART III, LINE 3 WERE DONATED TO THE ORGANIZATION, AND 100% OF THE RAFFLE PROCEEDS WERE USED FOR THE ORGANIZATION'S CHARITABLE PURPOSES. X 0 1 X X X X X X 0 0 0 0 0 0 0 0 0 SLOANE KEANE CHIEF EXECUTIVE OFFICER 379284 0 0 0 0 0 0 0 13222 0 392506 0 0 0 LAURIE PETERSON CHIEF FINANCIAL OFFICER 202857 0 0 0 0 0 5112 0 15555 0 223524 0 0 0 HAZEL GONZALES VP OF PEOPLE & CULTURE (THRU 05/2025 158081 0 0 0 0 0 2042 0 6434 0 166557 0 0 0 KEITH MATAYA CHIEF STRATEGIC GROWTH OFFICER 154869 0 0 0 0 0 1229 0 7982 0 164080 0 0 0 LAURA MARCUM FORMER COO 131419 0 0 0 0 0 720 0 2418 0 134557 0 0 0 PART I, LINE 1A TRAVEL FOR COMPANIONS: THE CEO'S HUSBAND ATTENDED ONE WORK TRIP ALONG WITH THE CEO, WITH A BONA FIDE BUSINESS PURPOSE IN ATTENDING. HE HAD SEVERAL JOBS ASSIGNED TO HIM THROUGHOUT THE TRIP. IN ADDITION, BBBSOCIE DID NOT INCUR ANY ADDITIONAL COSTS FOR HIM TO ATTEND, AS THE ORGANIZATION DID NOT MEET THEIR MINIMUM GUARANTEED PAID TEAM REQUIREMENT. X 5 95655 FMV X AUCTION & MISCELLANEOUS ITEMS 138 321616 FMV 0 1 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF DONATIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE FORM 990 IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER, THEN DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS AND EXECUTIVE LEADERSHIP TEAM FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE LEADERSHIP TEAM REVIEWS ALL TRANSACTIONS THAT COULD PRESENT A POTENTIAL CONFLICT OF INTEREST. IF A CONFLICT IS IDENTIFIED, IT IS ADDRESSED PROMPTLY, AND THE APPROPRIATE BOARD MEMBERS AND OTHER RELEVANT PARTIES ARE ENGAGED AS NECESSARY TO ENSURE PROPER RESOLUTION. FORM 990, PART VI, SECTION B, LINE 15 BBBS MAINTAINS A COMPENSATION COMMITTEE, COMPRISED OF EXPERIENCED BOARD MEMBERS THAT REVIEWS THE CEO'S SALARY AND THE SALARIES OF OTHER OFFICERS. ALL MATERIAL SALARY ADJUSTMENTS FOR THE CEO AND OFFICERS ARE SUBJECT TO APPROVAL BY THE FULL GOVERNING BOARD. THE MOST RECENT REVIEW OF THE CEO, COO, CFO, AND CHIEF STRATEGIC GROWTH OFFICER'S SALARIES TOOK PLACE IN JUNE 2025. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. AUDITED FINANCIAL STATEMENTS AND THE 990 (PUBLIC DISCLOSURE) ARE POSTED ON THE BBBSOCIE WEBSITE. BBBSOC QALICB INC 1801 E EDINGER AVENUE SUITE 101 SANTA ANA CA 92705 471675070 TO MANAGE THE OPERATING FACILITY OF BBBSOCIE CA 501(C)(3) LINE 12A, I BIG BROTHERS BIG SISTERS OF ORANGE COUNTY 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 BBBSOC QALICB INC K 181780 CASH BBBSOC QALICB INC Q 164630 CASH