2022-09-12T08:23:44-05:00 2021-12-31 871353108 EISNER ADVISORY GROUP LLC 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2021-01-01 231352034 BIG BROTHERS BIG SISTERS INDEPENDENCE REGION BIGB 2157909200 123 SOUTH BROAD STREET 1050 PHILADELPHIA PA 19109 MICHELE MOLANO CHIEF OPERATING OFFICER 2157909200 2022-08-01 1 MICHELE MOLANO 999009999 HELEN M MARTIN P01330899 2158818800 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MARCUS ALLEN 123 SOUTH BROAD STREET 1050 PHILADELPHIA PA 19109 6291555 0 X WWW.INDEPENDENCEBIGS.ORG X 1915 PA TO IMPROVE THE LIVES OF CHILDREN AND STRENGTHEN COMMUNITIES THROUGH PROFESSIONALLY-SUPPORTED, ONE-TO-ONE MENTORING RELATIONSHIPS. 25 25 95 1618 0 0 5397881 5729961 0 0 89622 125630 -117935 -67231 5369568 5788360 234159 289130 0 0 4393261 3104766 12545 0 545601 1920591 1795536 6560556 5189432 -1190988 598928 5352907 6252548 462155 532873 4890752 5719675 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 2876482 289130 MENTORING SERVICES: THROUGH COMMUNITY-BASED AND SCHOOL-BASED YOUTH MENTORING PROGRAMS, MORE THAN 1,600 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), 4TH LARGEST OF MORE THAN 250 BIG BROTHERS BIG SISTERS AGENCIES NATIONWIDE, GOLD STANDARD FOR TOP PERFORMING AGENCIES IN THE NATION, AND 2,186 CHILDREN AND MENTORS POSITIVELY IMPACTED DURING 2021. DURING 2021, OF THE CHILDREN IN YOUTH MENTORING PROGRAMS FOR 12 MONTHS OR MORE, 99% AVOIDED OR CEASED SUBSTANCE USE, 97% STAYED ON TRACK WITH OR IMPROVED BEHAVIOR IN SCHOOL, 96% KEPT OR CREATED PLANS FOR HIGH SCHOOL GRADUATION AND BEYOND, 95% BULLIED INFREQUENTLY OR REDUCED BULLYING BEHAVIORS, 86% REPORTED A STRONG OR INCREASING LEVEL OF SOCIAL COMPETENCE AND 85% STAYED ON TRACK WITH OR IMPROVED THEIR GRADES. 273456 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 2021, 300 PROGRAMS WERE DIRECTLY SUPPORTED, 66 TRAININGS WERE DELIVERED, 1,583 ADULT PARTICIPANTS WERE TRAINED, 535 TECHNICAL ASSISTANCE HOURS WERE DELIVERED, 215 QUALITY ASSESSMENT REVIEWS WERE COMPLETED, AND 74,000 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. 3149938 1 1 0 1 0 0 0 0 0 1 1 0 0 0 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 23 0 1 95 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 MICHELE MOLANO COO 2157909200 BBBS INDEPENDENCE REGION 123 SOUTH PHILADELPHIA PA 19109 LLOYD FREEMAN BOARD CHAIR 2.00 X X 0 0 0 KATHY GADDES 2ND VICE CHAIR & SECRETARY 2.00 X 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 PETER C BUCKLEY DIRECTOR 2.00 X 0 0 0 RHONDA CATES DIRECTOR 2.00 X 0 0 0 COREY B COLEMAN 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 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 CONROD KELLY 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 KELLEE RIVERS DIRECTOR 2.00 X 0 0 0 STEPHEN SMITH DIRECTOR 2.00 X 0 0 0 PHILIP I WEINBERG DEC'D 12121 DIRECTOR 2.00 X 0 0 0 PETER WILSON DIRECTOR 2.00 X 0 0 0 ANDREA AGNEW THRU 621 DIRECTOR 2.00 X 0 0 0 TODD SPRINKLE THRU 621 DIRECTOR 2.00 X 0 0 0 RAKIM TURNIPSEED PHD THRU 921 DIRECTOR 2.00 X 0 0 0 MARCUS ALLEN CEO 40.00 X 203505 0 19764 MICHELE MOLANO COO 40.00 X 142979 0 13632 KATE MCCLOUD VP OF ADVANCEMENT 40.00 X 120645 0 20913 GREGORY A BURTON VP OF MARKETING & COMMUNICATIONS 40.00 X 141564 0 8416 RICH BERRY VICE PRESIDENT, PROGRAMS 40.00 X 129844 0 0 738537 0 62725 5 0 1 0 EXPERIENCE HR INC 325 CHESTNUT STREET SUITE 1000 PHILADELPHIA PA 19106 HUMAN RESOURCE SERVICES 231005 YOUR PART-TIME CONTROLLER LLC 1500 WALNUT STREET SUITE 1200 PHILADELPHIA PA 19102 ACCOUNTING SERVICES 135345 2 179609 351536 1835382 3363434 7791 5729961 47109 47109 424292 345771 78521 78521 78521 90193 351536 157424 -67231 -67231 5788360 0 0 58399 289130 289130 379910 106141 77151 196618 2179511 1453080 593872 132559 13868 9246 3779 843 383468 255658 104487 23323 148009 98678 40329 9002 19076 19076 238662 72719 165943 54000 15000 39000 317398 42725 248948 25725 72997 51033 21964 346292 210851 92519 42922 27701 27701 390092 310704 44246 35142 8067 5806 2261 51506 41062 5795 4649 81624 56283 18976 6365 PROGRAM AND RECRUITMENT 117974 112746 5228 BAD DEBT EXPENSE 70147 70147 5189432 3149938 1493893 545601 800 650 1639941 1548339 1629935 1697559 109009 99472 562163 494441 107435 67722 1846064 2786823 19723 51983 5352907 6252548 405317 498307 56838 34566 462155 532873 X 3744236 4562555 1146516 1157120 4890752 5719675 5352907 6252548 X 598928 169826 -11813 71982 X X 0 1 X 1 0 X 6731828 6770799 6515009 6134981 5729961 31882578 6731828 6770799 6515009 6134981 5729961 31882578 1196291 30686287 69352 83535 79073 52407 47109 331476 32214054 0.95260 0.96270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 54000 54000 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 888 888 35950 1.00000 0 0 10000 10000 239394 221281 18113 65449 57425 8024 247320 215735 31585 67722 DEFERRED RENT 34566 34566 X 6486270 1560640 1560640 4925630 862730 862730 5788360 5940990 751558 751558 5189432 0 5189432 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 INTERNAL REVENUE SERVICE HAS CLASSIFIED THE ORGANIZATION AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE"); AS AN ORGANIZATION, CONTRIBUTIONS TO WHICH ARE DEDUCTIBLE UNDER SECTION 170(C) OF THE CODE; AND AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE CODE. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY, IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A GOVERNMENT AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2021 AND 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 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, 2021 OR 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: PPP LOAN, REPORTED AS REVENUE ON AUDITED FINANCIAL STATEMENTS 809,082. ERC OFFSET AGAINST OTHER SALARIES AND WAGES ON FORM 990 751,558. PART XI, LINE 4B - OTHER ADJUSTMENTS: REALIZED GAIN ON SALE OF INVESTMENTS 78,521. INTEREST AND DIVIDEND INCOME 47,109. PPP LOAN, REPORTED AS REVENUE ON PY AUDITED STATEMENTS, FORGIVEN IN 2021 737,100. PART XII, LINE 2D - OTHER ADJUSTMENTS: ERC OFFSET AGAINST OTHER SALARIES AND WAGES ON FORM 990 751,558. GOLF EVENT 199894 134401 65493 517 84972 MILES FOR MENTORING 200631 200631 15837 5222 10178 7 41203 16504 24699 24700 15998 441728 351536 90192 24700 15837 5739 111148 157424 -67232 1 BIG BROTHERS BIG SISTER OF BUCKS COUNTY 2875 YORK RD JAMISON PA 18929 232461056 501(C)(3) 73585 0 PROVIDE EVIDENCE-BASED MENTORING MODEL TO YOUTH IN BUCKS COUNTY BIG BROTHERS BIG SISTER OF LEHIGH COUNTY 41 S CARLISLE AVENUE ALLENTOWN PA 18109 231746895 501(C)(3) 215545 0 PROVIDE EVIDENCE-BASED MENTORING MODEL TO YOUTH IN LEHIGH COUNTY 2 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 QUARTERLY 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 203505 0 0 0 0 0 0 0 19764 0 223269 0 0 0 MICHELE MOLANO COO 142979 0 0 0 0 0 4530 0 9102 0 156611 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 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 OF 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. FORM 990, PART XI, LINE 9: PRIOR YEAR FINANCIAL STATEMENT PPP LOAN FORGIVEN IN CURRENT YEAR -737,100. CURRENT YEAR FINANCIAL STATEMENT PPP LOAN FORGIVEN IN SUBSEQUENT YEAR 809,082. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITORS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.