2026-03-26T12:25:17-05:00 2025-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2025-01-01 391077783 BIG BROTHERS AND BIG SISTERS OF DANE COUNTY INC BIGB 6086615437 2059 ATWOOD AVE 2 MADISON WI 53704 SANDY MORALES CHIEF EXECUTIVE OFFICER 6086615437 2026-03-25 1 MIKE HABLEWITZ CPA P01259157 6082744020 2026-03-25 2025 2025-03-06 01:10:19Z SANDY MORALES 2059 ATWOOD AVE 2 MADISON WI 53704 2057032 0 X BBBSMADISON.ORG X 1974 WI TO CREATE AND SUPPORT ONE-TO-ONE MENTORING RELATIONSHIPS THAT IGNITE THE POWER AND PROMISE OF YOUTH, SO THAT ALL YOUTH ACHIEVE THEIR FULL POTENTIAL. 19 19 0 605 0 0 1596612 1845253 0 0 50127 48873 -115328 -56687 1531411 1837439 10185 19456 0 0 1236899 1267197 0 0 429445 451065 438717 1698149 1725370 -166738 112069 1522249 1678554 83770 52145 1438479 1626409 X BIG BROTHERS AND BIG SISTERS OF DANE COUNTY'S MISSION IS TO CREATE AND SUPPORT ONE-TO-ONE MENTORING RELATIONSHIPS THAT IGNITE THE POWER AND PROMISE OF YOUTH. 0 0 479535 4057 0 COMMUNITY-BASED:THE CORE, TRADITIONAL PROGRAM OF BBBS INVOLVES AN ADULT MENTOR "BIG" MATCHED WITH A CHILD "LITTLE". THESE COMMUNITY-BASED MENTORING RELATIONSHIPS INVOLVE ONE-ON-ONE OUTINGS AND ACTIVITIES, DOING THINGS THE BIG AND LITTLE ENJOY TOGETHER LIKE: TAKING A WALK IN THE PARK, GOING TO A MUSEUM, LISTENING TO MUSIC, OR HANGING OUT AND TALKING. SOME BIGS MEET WITH THEIR LITTLES ON THE WEEKENDS. OTHERS GET TOGETHER WITH THEIR LITTLES ON WEEKDAY EVENINGS. EACH MATCH IS UNIQUE AND DEVELOPS A SCHEDULE THAT WORKS FOR THEM. EACH MATCH IS SUPERVISED AND SUPPORTED BY AN AGENCY MATCH SUPPORT SPECIALIST. IN 2025, WE CREATED 151 NEW MENTORING RELATIONSHIPS AND SERVED 541 KIDS.MATCH SUPPORT - THE PROFESSIONAL MONITORING, SUPPORT AND CONTINUAL ENGAGEMENT WITH THE BIG, LITTLE, PARENT/GUARDIAN(S), AND SITE PARTNERS WHILE THE MATCH IS ACTIVE. MATCH SUPPORT STAFF GUIDE THE MATCH IN ACHIEVING POSITIVE OUTCOMES FOR THE YOUTH, AND TRANSITION THE MATCH TO CLOSURE AND RE-ENGAGEMENT WHEN APPROPRIATE. 2025 RESULTED IN 576 MENTORS TO 543 KIDS. OUR BIGS SPENT 59,904 HOURS WITH THEIR LITTLE, RESULTING IN $2,084,060 INVESTED IN THE COMMUNITY. OUR AVERAGE MATCH LENGTH TIME IS 39.1 MONTHS. WE CONDUCTED 207 VOLUNTEER INTERVIEWS WITH PROSPECTIVE BIGS.AGENCY-SPONSORED MATCH ACTIVITIES AND EVENTS - PLAN AND CONDUCT YOUTH-CENTERED ACTIVITIES THAT BOTH ENHANCE THE CONNECTION TO THE AGENCY AND STRENGTHEN MATCH RELATIONSHIPS. AGENCY-SPONSORED ACTIVITIES CAN RANGE FROM ONE-TIME EVENTS SUCH AS HOLIDAY PARTIES AND BACK-TO-SCHOOL PICNICS TO STRUCTURED ACTIVITIES THAT SPAN SEVERAL WEEKS OR MONTHS. WE HOSTED 37 MATCH ACTIVITIES AND EVENTS, FOSTERING COMMUNITY AND FRIENDSHIP AMONG OUR MATCHES. 422919 0 0 ENROLLMENT:VOLUNTEER ENROLLMENT - POTENTIAL VOLUNTEERS COMPLETE AN ONLINE APPLICATION FORM, PROVIDING BASIC INFORMATION AND EXPRESSING THEIR INTEREST IN BECOMING A MENTOR. BBBS STAFF REVIEWS THE APPLICATION AND CONTACTS THE APPLICANT TO PROVIDE MORE INFORMATION AND ANSWER ANY QUESTIONS. APPLICANTS ATTEND A VIRTUAL OR IN-PERSON INTERVIEW WITH BBBS STAFF TO DISCUSS THEIR MOTIVATIONS, INTERESTS, AND SUITABILITY FOR MENTORING. A THOROUGH BACKGROUND CHECK IS CONDUCTED, INCLUDING: CRIMINAL HISTORY CHECK, FINGERPRINT CHECK (FOR FEDERAL GRANTS), AND DRIVING RECORD CHECK. VOLUNTEERS ATTEND PRE-MATCH TRAINING SESSIONS TO LEARN ABOUT THE PROGRAM, EXPECTATIONS, AND BEST PRACTICES FOR MENTORING. BBBS STAFF CAREFULLY ASSESSES THE VOLUNTEER'S INTERESTS, PERSONALITY, AND PREFERENCES TO FIND A SUITABLE MATCH WITH A CHILD. ONCE A POTENTIAL MATCH IS IDENTIFIED, THE VOLUNTEER'S INFORMATION IS SHARED WITH THE CHILD'S PARENT OR GUARDIAN FOR APPROVAL. A MEETING IS ARRANGED BETWEEN THE VOLUNTEER, THE CHILD, THE CHILD'S PARENT/GUARDIAN, AND A BBBS MATCH SUPPORT SPECIALIST. DURING THIS MEETING, AGENCY GROUND RULES ARE DISCUSSED, AND ANY REMAINING PAPERWORK IS COMPLETED.CHILD ENROLLMENT - PARENTS OR GUARDIANS INITIATE THE PROCESS BY CONTACTING BBBS AGENCY OR FILLING OUT AN ONLINE APPLICATION FORM. BASIC INFORMATION ABOUT THE CHILD AND FAMILY IS COLLECTED TO DETERMINE ELIGIBILITY. THE CHILD ENROLLMENT SPECIALISTS CONDUCTS AN INTERVIEW WITH THE PARENT/GUARDIAN AND THE CHILD. THIS INTERVIEW HELPS THE AGENCY UNDERSTAND THE CHILD'S NEEDS, INTERESTS, AND PERSONALITY TO MAKE AN APPROPRIATE MATCH. THE INTERVIEW TAKES PLACE AT THE FAMILY'S HOME. CHILD SAFETY TRAINING IS PROVIDED FOR BOTH PARENTS AND CHILDREN. AFTER THE INTERVIEW AND ASSESSMENT, THE CHILD IS PLACED ON A WAITING LIST. THE WAITING PERIOD CAN VARY DEPENDING ON THE AVAILABILITY OF SUITABLE MENTORS. WHEN A POTENTIAL MENTOR IS IDENTIFIED, BBBS STAFF PRESENTS THE MATCH TO THE FAMILY. PARENTS HAVE THE OPPORTUNITY TO ASK QUESTIONS AND PROVIDE INPUT ON THE PROPOSED MATCH. IF THE MATCH IS APPROVED, A MEETING IS ARRANGED BETWEEN THE CHILD, PARENT/GUARDIAN, THE MENTOR, AND A BBBS CASE MANAGER. THIS MEETING ALLOWS EVERYONE TO GET ACQUAINTED AND DISCUSS PROGRAM GUIDELINES.VOLUNTEER RECRUITMENT - DEVELOPING AND IMPLEMENTING TARGETED RECRUITMENT CAMPAIGNS TO ADDRESS SPECIFIC NEEDS. ATTENDING COMMUNITY FAIRS AND EVENTS ALIGNED WITH THE ORGANIZATION'S MISSION. PARTNERING WITH LOCAL UNIVERSITIES AND COLLEGES TO RECRUIT STUDENT VOLUNTEERS. FORMING PARTNERSHIPS WITH LOCAL BUSINESSES, SPONSORS, AND GOVERNMENT OFFICIALS. UTILIZING SOCIAL MEDIA PLATFORMS FOR RECRUITMENT, INCLUDING CREATING SHAREABLE CONTENT FOR VOLUNTEERS. DISTRIBUTING PUBLIC SERVICE ANNOUNCEMENTS TO TELEVISION AND RADIO STATIONS. IMPLEMENTING SOCIAL MEDIA CAMPAIGNS TO REACH A WIDER AUDIENCE. HOSTING RECRUITMENT EVENTS, SUCH AS INFORMATION SESSIONS. PROVIDING PROMOTIONAL MATERIALS LIKE POSTERS AND FLYERS WITH QR CODES FOR EASY ACCESS TO INFORMATION. 124086 0 0 SITE-BASED MENTORING -SCHOOL FRIENDS MENTORING - ADULT MENTORS (BIGS) VISIT THEIR LITTLES ONE TIME PER WEEK FOR 30-60 MINUTES DURING LUNCH/RECESS OR AFTER SCHOOL. MATCHES PLAY SPORTS, READ, AND DO ARTS & CRAFTS, OR JUST HANG OUT AND TALK. BBBS STAFF ARE ON-SITE DURING THE PROGRAM TO FACILITATE ACTIVITIES, CONNECT WITH SCHOOL PERSONNEL, AND PROVIDE IN-PERSON SUPPORT TO BIGS/LITTLES. IN 2025, WE CREATED 38 MATCHES AT 5 ELEMENTARY AND MIDDLE SCHOOLS.THE HIGH SCHOOL LEADERSHIP PROGRAM (HSLP) THIS INNOVATIVE PROGRAM PAIRS HIGH SCHOOL MENTORS WITH ELEMENTARY MENTEES IN MENTORING RELATIONSHIPS THAT BUILD CONFIDENCE AND INCREASE CONNECTEDNESS TO SCHOOL, CULTURE, AND PEERS. THE PROGRAM USES A CURRICULUM THAT GIVES YOUNGER AND OLDER STUDENTS AN OPPORTUNITY TO GROW AND LEARN FROM ONE ANOTHER DURING THEIR WEEKLY MENTORING SESSIONS, WITH ENGAGING ACTIVITIES CENTERED ON TOPICS LIKE DEVELOPING A GROWTH MINDSET, BUILDING EMPATHY, LEARNING STEM SKILLS, AND PRACTICING GRATITUDE. HIGH SCHOOL MENTORS ALSO RECEIVE COACHING AND MENTORSHIP FROM BBBS STAFF. IN 2025, WE SERVED 22 MATCHES AT TWO ELEMENTARY/HIGH SCHOOL PARTNER SITES, SERVING 44 ELEMENTARY AND HIGH SCHOOL STUDENTS. 13149 8200 0 OTHER - ADDITIONAL EVENTS, SUPPLIES, AND TRAINING TO SUPPORT BBBS' ONE-TO-ONE MENTORING PROGRAMS. 9549 7199 0 BACK-TO-SCHOOL - AN ANNUAL EVENT WHERE BACKPACKS AND SCHOOL SUPPLY KITS ARE PROVIDED TO MENTEES TO GET THEM READY FOR THE UPCOMING SCHOOL YEAR. 22698 15399 0 1049238 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 9 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X KELLY GUASP NUMBERS 4 NONPROFITS 5306354080 821 E WASHINGTON AVE 2ND FLOOR MADISON WI 53703 ANA HOOKER PRESIDENT 2.00 X X 0 0 0 JENNIFER GIEMZA VICE PRESIDENT 2.00 X X 0 0 0 ROB KANE TREASURER 2.00 X X 0 0 0 JOSEPH MCGONIGLE SECRETARY 2.00 X X 0 0 0 BRUCE ROSEN DIRECTOR 1.00 X 0 0 0 KEVIN TORRENCE DIRECTOR 1.00 X 0 0 0 ASHLEY RODRIGUEZ DIRECTOR 1.00 X 0 0 0 CASEY LIAKOS DIRECTOR 1.00 X 0 0 0 ENZO CIARLETTA DIRECTOR 1.00 X 0 0 0 KENNETH ALBRIDGE III DIRECTOR 1.00 X 0 0 0 KIAH CALMESE WALKER DIRECTOR 1.00 X 0 0 0 LYN-MARIE PILGRIM DIRECTOR 1.00 X 0 0 0 MIKE SOLT DIRECTOR 1.00 X 0 0 0 KARI GRASEE DIRECTOR 1.00 X 0 0 0 ROBERT LANG DIRECTOR 1.00 X 0 0 0 TANIKA APALOO DIRECTOR 1.00 X 0 0 0 DAVE SEILER DIRECTOR 1.00 X 0 0 0 CHRIS ECKSTROM DIRECTOR 1.00 X 0 0 0 SAUMIL MEHTA DIRECTOR 1.00 X 0 0 0 SANDY MORALES CHIEF EXECUTIVE OFFICER 40.00 X 131732 0 21080 131732 0 21080 1 0 1 0 0 170112 217106 85938 1372097 30850 1845253 26514 26514 127974 105615 22359 22359 22359 57291 217106 113978 -56687 -56687 1837439 0 0 -7814 19456 19456 152812 45844 45844 61124 916856 672754 29311 214791 12797 9567 860 2370 107096 89496 2290 15310 77636 52550 5082 20004 56450 56450 250 250 109275 45501 27260 36514 11822 9225 2597 36381 12506 3868 20007 48512 12324 27885 8303 47638 32547 2945 12146 16336 10031 4285 2020 18063 3383 10798 3882 143 143 20188 19188 1000 3512 2385 231 896 25750 17774 1633 6343 FOOD AND SUPPLIES 39271 12606 4656 22009 DUES, SUBSCRIPTIONS, AN 5126 1289 1111 2726 1725370 1049238 246687 429445 299179 262252 82802 298975 138874 86654 20167 24502 23130 19076 2524 4054 945052 841174 12053 139994 21598 20949 1522249 1678554 80650 51502 3120 643 83770 52145 X 1189190 1199818 249289 426591 1438479 1626409 1522249 1678554 X 112069 73622 2239 X 0 1 X 1 0 X 1797536 1673081 1548550 1596612 1845253 8461032 1797536 1673081 1548550 1596612 1845253 8461032 114861 8346171 8976 11457 21352 28768 26514 97067 8558099 128127 0.97520 0.94740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 757917 30360 89466 749 443 876551 682970 77607 2176 484 757917 582249 101263 368 174 682970 689851 500 -107553 350 199 582249 604184 1000 85548 666 215 689851 0.84607 0.15393 0.00000 1 0 23130 19076 4054 4054 MONEY MARKET FUNDS 139994 F 139994 FINANCE LEASE LIABILITY 643 643 2017398 73622 4823 1989 80434 1936964 -99525 -99525 1837439 1829468 4823 99525 104348 1725120 250 250 1725370 PART V, LINE 4: THE INCOME FROM THE ORGANIZATION'S ENDOWMENT FUNDS CAN BE USED TO SUPPORT THE ORGANIZATION'S GENERAL ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY MADISON COMMUNITY FOUNDATION 2,239. INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -250. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -99,525. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 99,525. GALA 198540 156381 42159 5272 3500 49572 600 30739 BOWLIN' FOR KIDS' SAKE 67720 58150 9570 4877 704 1771 8044 266260 214531 51729 10149 4204 51343 600 38783 105079 -53350 1 SCHOLARSHIPS 25 8200 FINANCIAL ASSISTANCE 4057 BACKPACKS 7199 COST/SELLING PRICE BACKPACKS AND SCHOOL SUPPLIES PART I, LINE 2: AWARDS ARE MADE TO INDIVIDUALS AND FAMILIES THAT MEET CERTAIN GUIDELINE REQUIREMENTS. THE ORGANIZATION DOES NOT MONITOR THE USE OF GRANT FUNDS ONCE THEY HAVE BEEN DISBURSED TO THE SELECTED INDIVIDUALS AND FAMILIES. X X X 0 0 0 0 0 0 0 0 0 SANDY MORALES CHIEF EXECUTIVE OFFICER 121964 0 0 0 9768 0 4884 0 16196 0 152812 0 0 0 X 4 5360 QUOTED MARKET PRICE X PROGRAM ACTIVITY DONATIONS 24 19023 COST OF DONATED PROP X BACKPACKS 1 4268 COST OF DONATED PROP X GALA DONATIONS 2 2199 COST OF DONATED PROP 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN COLUMN B. FORM 990, PART V, LINE 2A: BIG BROTHERS AND BIG SISTERS OF DANE COUNTY, INC. LEASES EMPLOYEES FROM A PROFESSIONAL EMPLOYMENT ORGANIZATION, TANDEM PROF EMP SERVICES LLC. THE EMPLOYEES ARE CONSIDERED COMMON LAW EMPLOYEES OF BIG BROTHERS AND BIG SISTERS OF DANE COUNTY, INC., HOWEVER, TANDEM PROF EMP SERVICES LLC IS THE EMPLOYER OF RECORD AND EMPLOYEES GET THEIR W2S FROM TANDEM PROF EMP SERVICES LLC. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE ORGANIZATION'S FINANCE COMMITTEE AND PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL DIRECTORS AND OFFICERS COMPLETE AND SIGN A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE GOVERNING BODY MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT LEADS THE CHIEF EXECUTIVE OFFICER'S EVALUATION PROCESS AND MAKES A COMPENSATION RECOMMENDATION. THE OFFICERS COMMITTEE REVIEWS THE EVALUATION AND THEN VOTES TO APPROVE OR DISAPPROVE THE RECOMMENDED COMPENSATION. THE RECOMMENDED COMPENSATION IS BROUGHT TO THE GOVERNING BODY FOR FINAL APPROVAL. THE FINANCE COMMITTEE BI-ANNUALLY REVIEWS THE LOCAL QTI AND UNITED WAY'S COMPENSATION REPORT ALONG WITH COMPENSATION INFORMATION FROM BIG BROTHERS BIG SISTERS OF AMERICA, GUIDESTAR, AND OTHER SOURCES AS NECESSARY. FORM 990, PART VI, SECTION C, LINE 19 AN ANNUAL REPORT THAT INCLUDES THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS WAS SENT TO THE ORGANIZATION'S DONORS AND VOLUNTEERS. IN ADDITION, THE ANNUAL REPORT WAS POSTED ON THE ORGANIZATION'S WEBSITE. THE ORGANIZATION ALSO MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD BY MADISON COMMUNITY FOUNDATION 2,239.