2023-05-12T11:52:46-05:00 2022-06-30 561131459 Stancil PC 4909 Windy Hill Drive Raleigh NC 27609 990 2021-07-01 460471896 First In Families of North Carolina FIRS 9843274227 3109 University Drive 100 Durham NC 277073779 ELIZABETH MACMICHAEL EXECUTIVE DIRECTOR 9843274227 2023-05-12 1 ELIZABETH MACMICHAEL 999009999 Nicholas Lombardi Jr P00741321 9198721260 2023-05-12 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ELIZABETH MACMICHAEL 3109 University Drive 100 Durham NC 277073779 1893518 0 X www.fifnc.org X 2001 NC Help people with developmental disabilities (and/or Traumatic Brain Injury) and their families achieve their short and long-term goals and give back to others. 9 9 22 102 0 0 1961424 1855990 46755 12519 2251 3273 967 20736 2011397 1892518 592432 681292 0 0 853756 815647 0 0 3260 281503 448009 1727691 1944948 283706 -52430 1311659 1336836 129165 213944 1182494 1122892 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. 2,192 short and long-term goals were met for 1,877 families impacted by IDD, TBI, or other disability assisted statewide during the fiscal year ending 6/30/22. Of these 1,877 families, 35% (656) were never previously served by FIFNC. Also, 189 of these families were being negatively impacted by Covid-19 through health or employment impact. 182 private NC businesses provided discounts on goods or services requested by families. 1 0 400067 152763 7457 FIF Chapters providing family support through Alliance Health (AH) are Cumberland FIF, Central Carolina FIF, Johnston FIF, Mecklenburg FIF, and Wake FIF. 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; 1,463 families [or 78% ] this year did not get help through the Medicaid waiver. 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 FY21-22 was: 17 families donated goods; 55 families donated time, and 2 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 Management Team comprised of people with disabilities, their family members, and invested community members. Requests fulfilled fall into and are measured within 35 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 1,080 requests from 725 (unduplicated) families last year, including 232 of whom were completely new to FIF (never previously assisted). 398277 152080 7423 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 management 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 10 managed directly by FIFNC. This assistance ensures high-quality, customer-led family support and adherence to the FIF model. QATA support in FY21-22 included 15 on-site Chapter visits to meet with staff and management teams (policy-setting group), 12 monthly calls with all chapters, 164 one-to-one Technical Assistance requests resolved, and 1 chapter staff training event. The Lifeline Project provides family support to individuals and families who live in NC Counties not covered by an FIF chapter (35 at beginning of FY, reducing to 10 by end of FY with the incorporation of 25 counties into brand new or existing chapters). All 13 Chapters scored over 80% on Core Indicators of Chapter Health (benchmark is 75% of the chapters scoring over 80%). In FY21-22, Lifeline Project helped 100 families with 109 requests, statewide. 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 FY21-22, due to Covid, the Lifetime Connections program provided meetings or direct conversations with member families via phone or zoom meeting. Lifetime Connections actively supports 23 volunteers who support Personal Networks for 6 member families in 4 counties. These volunteers provide advice, goal-setting, and friendship. 163260 62340 3043 FIF received new funding from NC DMH to start a completely new chapter, called FIF- Eastern NC, covering 17 counties in the Northeast and 11 counties in the Southeast. The new chapter launched in April, and in three months met 104 requests for 83 families. 815517 314109 15332 Triad and Foothills Chapters funded through Partners LME/MCO assisted 158 families in 12 counties last year, fulfilling 141 requests. 50 of these families were completely new to First In Families. The Blue Ridge, Five County, and Southern Piedmont Chapters funded through Vaya LME/MCO assisted 313 families last year, fulfilling 379 requests. 117 of these families were completely new to First In Families. These three Chapters assisted residents across 32 counties. 815517 314109 15332 1777121 1 1 0 0 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 12 0 22 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 0 0 NC X ELIZABETH MACMICHAEL 9843274227 3109 UNIVERSITY DRIVE SUITE 100 DURHAM NC 277073779 CHRIS DEMETROPOULOS BOARD MEMBER 0.50 X 0 0 0 MARK BULLOCK VICE PRESIDENT 0.50 X X 0 0 0 NIASHA A FRAY BOARD MEMBER 0.50 X 0 0 0 TIMOTHY FERREIRA SECRETARY 0.50 X X 0 0 0 DUNCAN MUNN 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 PAT REID BOARD MEMBER 0.50 X 0 0 0 KATIE LEDFORD TREASURER 0.50 X X 0 0 0 BETSY MACMICHAEL EXECUTIVE DIRECTOR 40.00 X 77503 0 4443 77503 0 4443 0 0 0 0 0 3000 1645294 207696 77158 1855990 PROGRAM FEES 900099 12519 12519 12519 2155 2155 2118 1000 1118 1118 1118 MISCELLANEOUS INCOME 900099 20736 20736 20736 1892518 33255 0 3273 X 681292 681292 81685 63530 16895 1260 581008 508303 72280 425 6283 5626 657 97412 84124 13052 236 49259 42367 6784 108 1000 1000 14500 14500 513 513 285037 277951 7086 600 600 3346 2449 897 7656 7080 576 63622 63199 423 7406 7343 63 4136 4136 Bad Debt Expense 29130 29130 Other Program Expenses 20516 20225 291 Staff Training 4963 4963 Printing & Reproduction 1961 1861 100 3623 2072 611 940 1944948 1777121 164567 3260 276390 3857 304353 248384 521284 958288 41064 32634 3648 2547 112693 43884 2071 2071 0 0 6904 6027 45323 41215 1311659 1336836 39141 124822 69701 69701 20323 19421 129165 213944 X 909833 916376 272661 206516 1182494 1122892 1311659 1336836 -52430 -7172 0 X X 0 1 X 1 0 X 188487 333387 322734 254389 210695 1309692 188487 333387 322734 254389 210695 1309692 1309692 1290 1331 1469 1792 2155 8037 8945 184 9900 967 20736 40732 1358461 7340066 0.96410 0.97750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 0 45323 -3660 448 41215 40331 5420 428 45323 36913 2560 1244 386 40331 35504 1767 358 36913 34461 1610 567 35504 1.00000 1 0 2071 2071 0 0 Accrued Vacation 19421 19421 X 1915905 -7172 31072 23900 1892005 513 513 1892518 1975508 31073 31073 1944435 513 513 1944948 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, 2022 and 2021. 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 1877 604133 77158 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 10768 FAIR MARKET VALUE X 55 7850 FAIR MARKET VALUE X 9 20250 FAIR MARKET VALUE X DISCOUNTS & DONATED GOODS FROM BUSINESS LEVERAGING 1 21006 FAIR MARKET VALUE X HOLIDAY GIFTS 122 8573 FAIR MARKET VALUE X TOILETRIES 84 2787 FAIR MARKET VALUE X BABY ITEMS 79 2547 FAIR MARKET VALUE X ELECTRONICS AND ENTERTAINMENT 2 1550 FAIR MARKET VALUE X GIFT CARDS 24 960 FAIR MARKET VALUE X EDUCATIONAL SUPPLIES 15 703 FAIR MARKET VALUE X MISCELLANEOUS GOODS 17 164 FAIR MARKET VALUE 0 0 0 Form 990, Part III, line 2 (1)First in Families received new funding from NC DMH to start a completely new chapter, called FIF- Eastern NC, covering 17 counties in the Northeast and 11 counties in the Southeast. The new chapter launched in April, and in three months met 104 requests for 83 families. (2)First in Families received its first full year of funding from Blue Cross Blue Shield Healthy Blue to assist families insured through Healthy Blue to meet social determinants of health, expanding our target population and meeting 57 requests from families in 46 counties. (3) Half-way through fiscal year 21-22 First in Families began customizing a NC-specific buildout for Quillo Connect, trained 9 paid authors (adults with disabilities) to create content in both English and Spanish, and produced 54 videos. 13 total individuals participated in content creation and provided input on the buildout in two pilot regions. The First In Families Quillo Connect app provides people with disabilities and their personal networks (including family) an opportunity to learn and share about important NC advocacy and community living topics in 60-second videos. Quillo Connect videos messages inspire, educate, and connect people to one another. The goal is that the app will help people with developmental disabilities feel less isolated and more informed, whether they have formal services or not. It also provides a way for them to express themselves in many different ways. 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 IX, line 11g Other Professional Fees: Program service expenses 0. Management and general expenses 7,086. Fundraising expenses 0. Total expenses 7,086. Facilitator Expense: Program service expenses 29,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 29,000. Contract Labor: Program service expenses 248,951. Management and general expenses 0. Fundraising expenses 0. Total expenses 248,951. Form 990, Part XII, Line 2c: THE ORGANIZATION HAS A FINANCE COMMITTEE THAT OVERSEES AND ASSUMES RESPONSIBILITY FOR THE AUDIT.