2025-05-08T15:12:07-05:00 2024-06-30 561131459 Stancil PC 4909 Windy Hill Drive Raleigh NC 27609 990 2023-07-01 460471896 First In Families of North Carolina FIRS 9843274227 3109 University Drive 100 Durham NC 277073779 Kathryn Bunn EXECUTIVE DIRECTOR 9843274227 2025-05-08 1 0 Nicholas Lombardi Jr P00741321 9198721260 2025-05-05 2023 2025-03-06 01:10:19Z KATHRYN BUNN 3109 University Drive 100 Durham NC 277073779 2165334 0 X www.fifnc.org X 2001 NC Assist people with developmental disabilities (and/or Traumatic Brain Injury), mental health challenges, and/or substance use disorder, and their families, to achieve their short and long-term goals and give back to others. 11 11 23 150 0 0 1907499 2108335 21595 23305 5145 10428 1668 22466 1935907 2164534 691253 900906 0 0 900079 889792 0 0 120 514916 266888 2106248 2057586 -170341 106948 1080550 1201221 127657 139750 952893 1061471 X First In Families of North Carolina is a catalyst for people with disabilities and their families in NC to meet their self-defined needs by leveraging relationships and resources, and encouraging reciprocity in their communities. 2.275 short and long-term goals were met for 1,947 families impacted by IDD, TBI, or other disability assisted statewide during the fiscal year ending 6/30/24. Of these 1,947 families, 40% (780) were never previously served by FIFNC. 153 private NC businesses provided discounts on goods or services requested by families. 0 0 654419 308586 15678 All the FIF local Chapters help people with developmental and other disabilities to create the lives they aspire to now and for the future. Families or individuals apply for assistance to meet a short-term or long-term goal or obtain needed goods or services. Most of those assisted do not receive formal services; 1,388 families [or 80%] this year did not get help through the Medicaid waiver. In FY 24 the total Value of Direct Support to families through all thirteen local FIF chapters was $826,660, comprised of $539,261 in state funding, $55,521 from private businesses (discounts and donations), $77,326 from grassroots fundraisers by Chapter Leadership Teams, $40,591 from local grants, and $113,962 worth of donated goods provided to families.Families are offered opportunities to give back to other families at the time they apply for assistance or later on; reciprocity by families served ("gave back") for FY 24 was: 42 families donated goods; 48 families donated time, and 3 families donated money. FIF partners with the business community and other families previously served, to meet the need of the applicant at the lowest possible cost. Through such assistance, the need is met, and public awareness is developed as well. Each Chapter is governed by a grassroots local Chapter Leadership Team comprised of people with disabilities, their family members, and invested community members. Requests fulfilled fall into and are measured within 37 categories of support, for example, Adaptive Equipment and Parts, Sensory Support, Camp, or Assistive Technology. Requests are met through the matching of public funding with additional support from private local businesses, foundations, or private citizens. The Central Carolina, Wake, Cumberland, Johnston, and Mecklenburg chapters met 1,091 requests from 813 (unduplicated) families last year, including 245 of whom were completely new to FIF (never previously assisted). This is an increase of 47% of met requests and 20% number of families. 449849 212123 10777 The Statewide Cross-Area Special Program includes the Quality Assurance and Technical Assistance program (QATA), the Lifeline Project, and the Lifetime Connections program. QATA provides oversight and guidance, technical assistance, strategic planning, maintenance of strong Chapter Leadership Teams, new staff training, an annual assessment through Core Indicators of Chapter Health, and a comprehensive family support database to all 13 FIF Chapters statewide, including the 11 managed directly by FIFNC. This assistance ensures high-quality, customer-led family support and adherence to the FIF model. QATA support in FY 24 included 13 on-site Chapter visits to meet with staff and Chapter Leadership Teams, 12 monthly calls with all chapters, 470 one-to-one Technical Assistance requests resolved, and 6 chapter staff training events. The Lifeline Project provides family support to individuals and families who live in the 10 NC Counties not covered by an FIF chapter. All 13 Chapters scored over 80% on Core Indicators of Chapter Health (benchmark is 75% of the chapters scoring over 80%). In FY 24, Lifeline Project helped 55 families with 60 requests, statewide. 331458 156296 7941 The Blue Ridge, Five County, Triad, and Southern Piedmont Chapters funded through Vaya LME/MCO assisted 331 families last year, fulfilling 412 requests. 168 of these families were completely new to First In Families. These three Chapters assisted residents across 32 counties. 235376 110990 5639 FIF receives funding from NC DMH to operate the FIF- Eastern NC chapter, covering 17 counties in the Northeast and 11 counties in the Southeast. 199273 93966 4774 Triad, Southern Piedmont, and Foothills Chapters funded through Partners LME/MCO assisted 154 families in 15 counties last year, fulfilling 182 requests. 60 of these families were completely new to First In Families. 40176 18945 962 Lifetime Connections provides future planning support to families who are planning for their child's or sibling's well-being when they are no longer able to provide the support and advocacy needed for successful community life. This includes two core services, Future Planning meetings, and a Personal Network for each member family. Families are assisted to put a comprehensive plan in place, including will(s), special needs trust, and letter of intent, and to develop Personal Networks for current (and future) quality of life and peace of mind. In FY 24, Lifetime Connections actively supported 58 volunteers who support Personal Networks for 11 member families in 4 counties. These volunteers provide advice, goal-setting, and friendship. 474825 223901 11375 1910551 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 18 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 0 0 NC X KATHRYN BUNN 9843274227 3109 UNIVERSITY DRIVE SUITE 100 DURHAM NC 277073779 PEGGY BALAK PRESIDENT 0.50 X X 0 0 0 NIASHA A FRAY MA MSPH BOARD MEMBER 0.50 X 0 0 0 TIMOTHY FERREIRA BOARD MEMBER 0.50 X 0 0 0 DUNCAN MUNN VICE PRESIDENT 0.50 X X 0 0 0 JEAN MANKOWSKI BOARD MEMBER 0.50 X 0 0 0 JASON TUELL BOARD MEMBER 0.50 X 0 0 0 KEIRON DYCK BOARD MEMBER 0.50 X 0 0 0 KATIE LEDFORD SECRETARY-TREASURER 0.50 X X 0 0 0 MATTHEW SCHWAB BOARD MEMBER 0.50 X 0 0 0 TONI JAMES-MANUS BOARD MEMBER 0.50 X 0 0 0 LYNN HEGEDUS PHD BOARD MEMBER 0.50 X 0 0 0 BETSY MACMICHAEL EXECUTIVE DIRECTOR 40.00 X 75524 0 8606 75524 0 8606 0 0 0 0 0 1689114 419221 64249 2108335 PROGRAM FEES 900099 23305 23305 23305 9848 9848 1380 800 580 580 580 MISCELLANEOUS INCOME 900099 22466 22466 22466 2164534 45771 0 10428 900906 900906 85228 68208 17020 649774 572998 76776 10695 9507 1188 88167 77360 10807 55928 48833 7095 1600 1600 24250 24250 498 498 108913 108747 166 3871 3841 30 3434 1941 1493 1146 588 558 59075 59075 10921 10320 592 9 1966 1966 5319 60 5259 Bad Debt Expense 20733 20733 Other Program Expenses 10610 10504 106 Staff Training 4328 4278 50 Printing & Reproduction 4093 4055 38 6131 3480 2646 5 2057586 1910551 146915 120 9995 1732 652708 742618 328078 357936 25434 44788 1198 14372 2418 2071 2071 0 0 6237 6653 42528 45076 1080550 1201221 33330 48325 73703 72081 20624 19344 127657 139750 X 854940 954726 97953 106745 952893 1061471 1080550 1201221 106948 1630 0 X X 0 1 X 1 0 X 322734 254389 210695 253977 419221 1461016 322734 254389 210695 253977 419221 1461016 1461016 1469 1792 2155 4514 9848 19778 9900 967 20736 1668 22466 55737 1536531 8178163 0.95090 0.96850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 42528 3046 498 45076 41215 1793 480 42528 45323 -3660 448 41215 40331 5420 428 45323 36913 2560 1244 386 40331 1.00000 1 0 2071 2071 0 0 Accrued Vacation 19344 19344 X 2186289 1631 20622 22253 2164036 498 498 2164534 2077710 20622 20622 2057088 498 498 2057586 Part V, Line 4: The Organization's board has a policy of not spending any of the corpus until it grows to such an extent that a portion of its growth could be used to fund its programs while maintaining a sufficient corpus that can be held in perpetuity. Part X, Line 2: The Organization is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. It has been classified as an organization that is not a private foundation under Section 509(a)(2) of the Internal Revenue Code and qualifies for the 50 percent charitable contributions deduction for individual donors. If applicable, penalties and interest assessed by income tax authorities related to uncertain tax positions are included as expenses in the statement of activities. There were no interest and penalties recorded or included in the financial statements for the years ended June 30, 2024 and 2023. The Organization is not currently under examination by the Internal Revenue Service or the State of North Carolina. 1 CASH AND NON-CASH ASSISTANCE TO FAMILIES WITH MEMBERS WHO HAVE PHYSICAL OR MENTAL DISABILITIES 1896 836657 64249 FMV CLOTHES, FURNITURE, ELECTRONICS, FOOD, ETC. Part I, Line 2: THE ORGANIZATION HAS STRICT ELIGIBILITY CRITERIA FOR ITS NEEDS BASED ASSISTANCE. THE CRITERIA, SUCH AS INCOME LEVEL, DISABILITY, AND LOCATION OF THE APPLICANT, IS PROCESSED THROUGH AN INITIAL SCREENING BY A KNOWLEDGEABLE STAFF MEMBER, AND THEN A FLOW CHART IS USED TO DETERMINE IF THE FUNDS WILL COME FROM THE STATE OR FROM OTHER CONTRIBUTORS. MOST ASSISTANCE IS GIVEN DIRECTLY TO A THIRD PARTY, AND NO MONITORING IS REQUIRED AFTER PAYMENT IS MADE. HOWEVER, IF CASH IS GIVEN DIRECTLY TO THE APPLICANT, THEN RECEIPTS ARE REQUIRED TO SHOW HOW THE MONEY WAS USED. SURVEYS ARE ALSO CONDUCTED AND SENT TO ALL INDIVIDUALS SERVED. X 19064 FAIR MARKET VALUE X 60 1782 FAIR MARKET VALUE X 11 964 FAIR MARKET VALUE X DISCOUNTS & DONATED GOODS FROM BUSINESS LEVERAGING 100 18824 FAIR MARKET VALUE X HOLIDAY GIFTS 102 11805 FAIR MARKET VALUE X BABY ITEMS 144 3832 FAIR MARKET VALUE X TOILETRIES 188 3387 FAIR MARKET VALUE X GIFT CARDS 55 2850 FAIR MARKET VALUE X FURNITURE 2 400 FAIR MARKET VALUE X EDUCATIONAL SUPPLIES 233 249 FAIR MARKET VALUE X MISCELLANEOUS GOODS 5 147 FAIR MARKET VALUE 0 0 0 Form 990, Part VI, Section B, line 11b CERTAIN MEMBERS OF THE BOARD WILL REVIEW FORM 990 FOR ACCURACY BEFORE IT IS FILED. Form 990, Part VI, Section B, line 15a The organization refers to the comparability data made available by the NC Center of Nonprofits Form 990, Part VI, Section C, line 19 UPON REQUEST Form 990, Part XII, Line 2c: THE ORGANIZATION HAS A FINANCE COMMITTEE THAT OVERSEES AND ASSUMES RESPONSIBILITY FOR THE AUDIT.