2023-08-21T13:58:59-05:00 2022-12-31 561750124 BATCHELOR TILLERY & ROBERTS LLP 3605 GLENWOOD AVENUE SUITE 350 RALEIGH NC 27612 990 2022-01-01 561136423 BENCHMARKS BENC 9198281864 2609 ATLANTIC AVENUE 105 RALEIGH NC 27604 TARA FIELDS CHIEF OPERATING OFFICER 9198281864 2023-08-21 1 TARA FIELDS 999009999 0 WM JAMES BLACK JR P00175233 9197878212 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TARA FIELDS 2609 ATLANTIC AVE SUITE 105 RALEIGH NC 27604 1914440 0 X WWW.BENCHMARKSNC.ORG X 1977 NC BENCHMARKS IS AN ALLLIANCE OF 85+ N.C. AGENCIES SUPPORTING CHILDREN, ADULTS, AND FAMILIES IN N.C. WHO NEED SUPPORT IN THE AREAS OF: MENTAL HEALTH, CHILD WELFARE, INTELLECTUAL/DEVELOPMENTAL DISABILITIES, AND SUBSTANCE ABUSE - SO THAT THESE CITIZENS CAN REALIZE THEIR FULL POTENTIAL, CONTRIBUTE TO THEIR COMMUNITIES, AND LIVE LIVES OF HOPE AND HEALTH. BENCHMARKS IS COMMITTED TO LEADERSHIP, QUALITY, AND ACCOUNTABILITY. BENCHMARKS PROVIDES AN ARRAY OF EDUCATION, COMMUNICATION, AND SUPPORT SERVICES TO MEMBER AGENCIES ACROSS NORTH CAROLINA, AND WORKS IN PARTNERSHIP WITH STATE AND LOCAL HUMAN SERVICES NETWORKS TO ACHIEVE THE BEST OUTCOMES FOR THE STATE'S MOST VULNERABLE CHILDREN, ADULTS, AND FAMILIES. 11 11 13 14 0 0 1439962 1135574 563939 670782 17537 8941 54423 41405 2075861 1856702 0 0 0 0 1080632 1007350 0 0 23776 499880 624676 1580512 1632026 495349 224676 1552105 1717289 136067 144442 1416038 1572847 X BENCHMARKS IS AN ALLIANCE OF NATIONALLY ACCREDITED AGENCIES COMMITTED TO PROVIDING QUALITY CARE, LEADERSHIP, AND ACCOUNTABILITY IN SERVICES TO CHILDREN, ADULTS, AND FAMILIES IN NORTH CAROLINA. 0 0 1469310 709421 SEE STATEMENT ON SCHEDULE O 1469310 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 13 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X ELLYN DUVALL 9198281864 2609 ATLANTIC AVE SUITE 105 RALEIGH NC 27604 J KEITH HENRY TRUSTEE 1.00 X 0 0 0 JOSEPH LEGGETT TRUSTEE 1.00 X 0 0 0 GARY BASS TRUSTEE 1.00 X 0 0 0 MIKE LANCASTER TRUSTEE 1.00 X 0 0 0 LUANNE WELCH TRUSTEE 1.00 X 0 0 0 MYRA GRIFFIE CHAIR 1.00 X X 0 0 0 ASHLEY CONRAD VICE-CHAIR 1.00 X X 0 0 0 ANNIE SMITH IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 CELESTE DOMINGUEZ SECRETARY 1.00 X X 0 0 0 BROOK PHILLIPS TREASURER 1.00 X X 0 0 0 SCOTT KELLER TRUSTEE 1.00 X 0 0 0 KAREN MCLEOD PRESIDENT/CEO 40.00 X 232597 0 26639 TARA FIELDS COO 40.00 X 135112 0 19240 367709 0 45879 2 0 1 0 0 538265 597309 1135574 FEES FOR SERVICES 624100 601549 601549 ONLINE TRAINING 611430 69233 69233 670782 11707 11707 54972 57738 -2766 -2766 -2766 CORPORATE PARTNERSHIP 611710 30042 30042 REGISTRATION FEES 611710 7039 7039 MISCELLANEOUS 611710 4324 4324 41405 1856702 709421 0 11707 232597 209337 11630 11630 650503 566243 77895 6365 62434 54833 6329 1272 61816 54289 6267 1260 9667 9667 36000 36000 3843 3843 102908 101612 1296 1501 1320 150 31 17473 15346 1771 356 19969 19969 18583 14866 3717 421 421 110034 96637 11155 2242 CONTRACT & FEE SERVICES 219643 219643 ONLINE TRAINING EXPENSE 34462 34462 TELECOMMUNICATIONS 17441 15318 1768 355 MISC PROGRAM EXPENSES 12000 12000 20731 17435 3031 265 1632026 1469310 138940 23776 140400 121155 749066 915833 237432 220237 6955 4182 63698 62225 1894 1473 415708 453759 650 650 1552105 1717289 15032 18785 46808 51133 74227 74524 136067 144442 X 863129 1061883 552909 510964 1416038 1572847 1552105 1717289 224676 -67867 0 X X 0 1 X 1 0 X 941829 1242776 951969 1439962 1135574 5712110 941829 1242776 951969 1439962 1135574 5712110 2655822 3056288 9479 11605 7992 17537 11707 58320 40078 46539 45804 54423 41405 228249 5998679 2991232 0.50950 0.53010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 59037 59037 1572989 1632026 231601 57900 0 0 249443 232200 229026 231601 942270 1413405 79314 68330 70036 59037 276717 62361 58050 57257 57900 235568 353352 PART II-A, LINE 1B BENCHMARKS DOES NOT PARTICIPATE IN ANY ACTIVITY IN SUPPORT OF OR OPPOSITION OF CANDIDATES FOR PUBLIC OFFICE. HOWEVER, BENCHMARKS DOES ADVOCATE ON PUBLIC POLICY MATTERS THAT AFFECT CHILDREN'S, ADULTS', AND FAMILIES' WELL-BEING. BENCHMARKS' PRESIDENT/CEO IS A REGISTERED LOBBYIST. 18050 18 14 18054 18046 17 13 18050 18041 22 17 18046 18014 113 86 18041 17995 19 18014 0.30763 0.69237 0 0 63698 62225 1473 1473 MUTUAL FUNDS 453759 F 453759 ACCRUED VACATION 74157 ACCRUED PAYROLL TAXES 367 74524 1784991 -67867 -67867 1852858 3844 3844 1856702 1628183 0 1628183 3843 3843 1632026 PART V, LINE 4 THE FUND WAS ESTABLISHED TO RECOGNIZE THE ENORMOUS CONTRIBUTIONS OF ROBERT A. MAYER TO THE BETTERMENT OF CHILDREN AND FAMILIES THROUGH TRAINING AND EDUCATION OPPORTUNITIES FOR ASSOCIATION MEMBERS AND THEIR STAFF. X 0 0 0 0 0 0 0 0 0 KAREN MCLEOD PRESIDENT/CEO 232597 0 0 0 0 0 0 0 26639 0 259236 0 0 0 TARA FIELDS COO 135112 0 0 0 0 0 0 0 19240 0 154352 0 0 0 PART I, LINE 3 THE COMPENSATION PROVIDED TO THE PRESIDENT/CEO OF BENCHMARKS IS DETERMINED SOLELY BY THE BOARD OF TRUSTEES. ANNUALLY, THE CHAIRMAN OF THE BOARD OF TRUSTEES CONDUCTS AN EVALUATION OF THE PRESIDENT/CEO, INCLUDING CONSULTATION OF COMPARABILITY DATA, TO DETERMINE THE CEO'S COMPENSATION. CONTEMPORANEOUS RECORDS OF THEIR DECISIONS ARE MADE AND KEPT IN BENCHMARKS' PERSONNEL FILES. FORM 990, PART III - PROGRAM SERVICE, LINE 4A BENCHMARKS IS AN ALLIANCE OF 85+ MEMBER ORGANIZATIONS WHOSE MISSIONS, GENERALLY, ARE TO SUPPORT NORTH CAROLINA'S MOST VULNERABLE CHILDREN, ADULTS, AND FAMILIES, WHO EXPERIENCE NEGLECT, ABUSE, AND/OR REQUIRE TREATMENT FOR MENTAL HEALTH-RELATED DISORDERS, INTELLECTUAL/DEVELOPMENTAL DISABILITIES, OR SUBSTANCE ABUSE. THROUGH THE COLLECTIVE VOICE OF ITS MEMBERS, BENCHMARKS AGAIN THIS YEAR ADVOCATED FOR AND PROMOTED QUALITY WELFARE SERVICES FOR CHILDREN, ADULTS, AND FAMILIES THROUGHOUT THE STATE. BENCHMARKS' MISSION IS ACCOMPLISHED THROUGH A UNIFIED VOICE, COLLECTIVE EXPERIENCE, TRAINING, SHARING BEST PRACTICES, COLLECTION OF DATA, AND PARTNERSHIP WITH THE STATE DEPARTMENT OF HEALTH AND HUMAN SERVICES LEADERSHIP. THIS YEAR, AS IN PAST YEARS, BENCHMARKS WAS INTEGRAL IN THE PREVENTION OF SIGNIFICANT STATE FUNDING CUTS FOR MH/IDD/SAS AND CHILD WELFARE SERVICES. BENCHMARKS SPONSORED LEGISLATION IN THIS YEAR'S LEGISLATIVE SESSION THAT DIRECTLY SUPPORTED SERVICES OF ITS MEMBERSHIP AND BENEFITED NORTH CAROLINA'S CHILDREN, ADULTS, AND FAMILIES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE BOARD-DESIGNATED FINANCE COMMITTEE ALONG WITH BENCHMARKS' ANNUAL AUDIT. THE FORM 990 AND THE FINANCE COMMITTEE'S RECOMMENDATIONS ARE PRESENTED TO THE FULL BOARD OF TRUSTEES FOR FINAL APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE PRESIDENT/CEO IS RESPONSIBLE FOR CONTINUALLY MONITORING FOR COMPLIANCE WITH THE BENCHMARKS CONFLICT OF INTEREST POLICY. NOMINEES FOR BOARD OF TRUSTEES VACANCIES ARE SCREENED TO DETERMINE IF ANY POTENTIAL CONFLICT OF INTEREST EXISTS. UPON ELECTION AND ANNUALLY, TRUSTEES ARE REQUIRED TO SIGN AN AFFIRMATION ACKNOWLEDGING RECEIPT OF THE CONFLICT OF INTEREST POLICY AND THAT THEIR APPOINTMENT TO THE BOARD OF TRUSTEES IS NOT IN VIOLATION OF THIS POLICY. THE PRESIDENT/CEO, ALONG WITH THE COO, ARE RESPONSIBLE FOR ALL HIRING. ALL EMPLOYEES ARE REQUIRED TO READ AND AFFIRM THAT NO CONFLICT OF INTEREST EXISTS THROUGH THEIR EMPLOYMENT WITH BENCHMARKS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION PROVIDED TO THE PRESIDENT/CEO OF BENCHMARKS IS DETERMINED SOLELY BY THE BOARD OF TRUSTEES. ANNUALLY, THE CHAIRMAN OF THE BOARD OF TRUSTEES CONDUCTS AN EVALUATION OF THE PRESIDENT/CEO, INCLUDING CONSULTATION OF COMPARABILITY DATA, TO DETERMINE THE CEO'S COMPENSATION. CONTEMPORANEOUS RECORDS OF THEIR DECISIONS ARE MADE AND KEPT IN BENCHMARKS' PERSONNEL FILES. FOR ALL OTHER BENCHMARKS EMPLOYEES, THE PRESIDENT/CEO, ALONG WITH THE COO, HAS FULL RESPONSIBILITY FOR THEIR HIRING, SUPERVISION, EVALUATION AND DISCHARGE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 1023 AVAILABLE VIA ITS WEBSITE. THE 990 IS AVAILABLE FOR PUBLIC INSPECTION VIA THE GUIDESTAR WEBSITE OR BY SPECIFIC REQUEST. THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA REQUEST APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART XII, LINE 2C - AUDIT OVERSIGHT THE ASSOCIATION'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS HAS NOT CHANGED FROM THE PRIOR YEAR.