2022-07-11T12:31:18-05:00 2020-12-31 363990892 Capin Crouse LLP 1255 Lakes Parkway Suite 105 Lawrenceville GA 30043 990 2020-01-01 050523733 Bert's Big Adventure Inc BERT 6789298474 PO Box 420917 Atlanta GA 30342 Molly Darby Executive Director 6789298474 2022-07-11 1 Molly Darby 999009999 Luke Burnett P01079018 5055022746 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z X Molly Darby PO Box 420917 Atlanta GA 30342 1129897 0 X www.bertsbigadventure.org X 2002 GA To provide a magical journey to Walt Disney World for children with chronic and terminal illnesses. 4 3 5 60 0 0 417810 920594 0 0 2412 2351 803924 181952 1224146 1104897 511636 607408 0 0 319924 281996 0 13860 105750 236246 184867 1067806 1088131 156340 16766 1084226 1168361 0 67369 1084226 1100992 X Established in 2002, Bert's Big Adventure is a 501(c)(3) nonprofit organization that provides a magical, all-expenses-paid, five-day journey to Walt Disney World for children with chronic and terminal illnesses and their families. Following the annual trip, Bert's Big Adventure provides year-round support through initiatives such as the Family Reunion Adventures, the Fairy Godparent volunteer program, and additional charitable services. The trip and programs create a community of families that establish lasting friendships with others facing similar challenges. 0 0 637350 475119 -2537 Each year, Bert's Big Adventure provides a five-day, all-expenses-paid journey to Walt Disney World for children with chronic and terminal illnesses and their families. From the limo rides and chartered flight to the character-filled parties and princess makeovers, the trip is nothing short of magical. Throughout the trip, each family is accompanied by a Bert's Big Adventure liaison, allowing them to get the most out of their once-in-a-lifetime experience. The number of Bert's Big Adventure children: 13The number of family members: 52The average age of Bert's Big Adventure children: 7.6 years oldGender statistics on children: (Male vs female): 77% male, 23% femaleThe number of guests not living in Georgia: 3 Bert's Big Adventure children, 12 family members total. (Michigan, Kansas, South Carolina.)Average Household Family Members: 4.3Average Household Income: $38,000 128023 97954 Following the annual trip, Bert's Big Adventure strives to further strengthen its established community and friendships by hosting Family Reunion Adventures. Also known as family reunions, the exclusive and unique events provide the families with year-round opportunities to enjoy more VIP experiences and intimate family time away from doctor visits and hospital stays.The number of Bert's Big Adventure children who attended one or more reunions:77The number of family members who attended one or more reunions: 346The average age of Bert's Big Adventure children attending reunion: 13.6 years oldGender statistics on children attending: (Male vs female): 52% male, 48% femaleThe number of Bert's Big Adventure family members not living in Georgia that attended one or more reunions: 4The number of Bert's Big Adventure families that have lost a child that attend (one or more) reunions: 5 24919 18476 The Bert's Big Adventure Fairy Godparent Volunteer Program supports the organization's families when a Bert's Big Adventure child is admitted to a partner hospital. The Fairy Godparent volunteers visit the children daily and provide magical moments during a trying time. This program is graciously sponsored by the Carter's Charitable Foundation. The Bert's Big Adventure Fairy Godparent Volunteer Program was significantly impacted in 2020 due to hospital restrictions related to Covid 19. See year over year below: 2019The number of children visited: 14The number of visits made: 188 visitsThe average age of children visited: 13 years oldGender statistics on children visited (Male vs female): 8 females, 6 males2020The number of children visited: 3The number of visits made: 20The average age of children visited: 12 years oldGender statistics on children visited (Male vs female): 2 females, 1 male 20154 15859 A family can face copious, unforeseen financial struggles when a child is diagnosed with a chronic or terminal illness. In some cases, this program is utilized to help families in need fill that financial gap during trying times.In addition, Bert's Big Adventure recognizes that managing a funeral after an unexpected death can mean additional stress for a family already coping with grief. Bert's Big Adventure strives to pay the funeral costs for any Bert's Big Adventure child that passes away so that the family can focus on healing.In 2020, Bert's Big Adventure's Other Charitable Services Program assisted two families: 11-year-old girl - She was chosen to attend the annual trip to Disney in 2019 but passed away prior to the trip.17-year-old boy - Along with his parents and two brothers, the family went to Walt Disney World with Bert's Big Adventure in 2011. 20154 15859 810446 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 9 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 4 3 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 GA X X Molly Darby 6789298474 PO Box 420917 Atlanta GA 30342 Herbert L Weiss President 2.00 X X 0 0 0 Kristin Klingshirn Vice President/Chairman 5.00 X X 0 0 0 Molly Darby Executive Director/Secretary 40.00 X X 81675 0 1500 Cindy Powers Director 5.00 X 0 0 0 81675 0 1500 0 0 0 0 Disney Destinations LLC 1500 Epcot Resorts Blvd Lake Buena Vista FL 32830 Travel services 156180 1 33124 887470 180041 920594 2351 2351 416 33124 20250 -19834 -19834 204464 141 204323 204323 2072 4609 -2537 -2537 1104897 -2537 0 186840 607408 607408 83175 46877 21268 15030 159796 90059 40862 28875 20320 11452 5196 3672 18705 10542 4783 3380 31600 31600 13860 13860 56862 56862 28444 28444 14097 10081 1099 2917 2471 2471 47859 33501 4786 9572 342 342 775 775 1501 1501 916 526 390 1088131 810446 171935 105750 964492 579556 112587 450049 16806 5359 4021 2113 1338 113887 5034 6725 1084226 1168361 14569 52800 0 67369 X 1084226 1100992 1084226 1100992 1084226 1168361 16766 0 X 0 1 X 1 0 X 823894 865672 867519 1112751 937750 4607586 823894 865672 867519 1112751 937750 4607586 952105 3655481 2642 2204 2151 2412 2351 11760 120000 120000 182300 150683 204880 777863 5397209 2072 0.67730 0.66520 X Schedule A, Part II, Line 10, Explanation of Other Income: Fundraising Income - 2020 Amount: $ 416. Gaming Revenue - 2016 Amount: $ 120,000. 2017 Amount: $ 120,000. 2018 Amount: $ 182,300. 2019 Amount: $ 150,683. 2020 Amount: $ 204,464. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5359 4021 1338 1338 1233644 108356 20391 128747 1104897 0 1104897 1216878 108356 20391 128747 1088131 0 1088131 Part XI, Line 2d - Other Adjustments: Fundraising expenses 20,250. Gaming expenses 141. Part XII, Line 2d - Other Adjustments: Fundraising expenses 20,250. Gaming expenses 141. North America 0 1 Fundraising 13860 0 1 0 0 0 1 13860 0 13860 0 0 0 0 0 0 Part I, line 3: The organization tracked expenditures in accordance with accrual basis of accounting. Part III Accounting Method: 4th of July Your Space Virtual Race 23175 22759 416 500 9300 5400 Inaugural Your Space Virtual Race 10365 10365 1500 1550 2000 33540 33124 416 2000 10850 7400 20250 -19834 204464 141 1 1.00000 204464 141 141 204323 GA 1 0 0 0 1.00000 Molly Darby PO Box 420917 Atlanta GA 30342 0 Molly Darby 0 Record revenue from raffle and ensure all parties are correctly entered into drawing. X 0 1 Disney Program 52 475119 FMV Travel, Meals & Entertainment, Video & Photos, Lodging, Gifts for Children Reunion Adventure Progam/Local Family Events 900 97954 FMV Meals & Entertainment, Gifts for Children, Supplies Fairy Godparent Volunteer Program 22 18476 FMV Meals, Training, Gifts for Children, Parking & Clothing for Volunteers Other Charitable Services/Funerals 2 15859 FMV Funeral and Burial Exepense Part I, Line 2: Procedures for the selection of the 2020 families are based on the stated criteria of the mission statement. The individual child's application is screened by the volunteer medical committee and based on the ability to a) travel safely and adequately, and be medically stable and b) to be able to fully experience and remember the trip. The recommendations are then presented to the officers and staff for selection and notification. No cash is ever given to family members for any program, including the annual journey to Disney, the family reunion adventures, the fairy godparent visits, and any paid funeral costs. All gifts and experiences given to family members are given in-kind, and any cash is paid directly to a vendor. X 2 17156 Cost X 19023 Cost X 3 10320 Cost X Kids gifts 12 99680 Cost X Travel 2 24400 Cost X Prizes 7 9462 Cost 0 0 1 0 Part I, Column (b): The number of contributions represent the number of contributions received, not the number of items donated. Form 990, Part VI, Section A, line 8b The organization has no committees with authority to act on behalf of the governing body. Therefore, this line was answered no in accordance with the instructions. Form 990, Part VI, Section B, line 11b Form 990 is prepared by an independent CPA firm and reviewed in detail by the organization's top management. The reviewed Form 990 is then provided to the board of directors prior to filing with the IRS. Form 990, Part VI, Section B, line 12c The organization requires all officers and board members to annually complete and sign a conflict of interest questionnaire. The Executive Director is responsible for reviewing the signed statements and ensuring that interested persons are in compliance with the conflict of interest policy. The Board Chair reviews the Executive Director's signed statement. Should any potential conflicts of interest be disclosed, the board member or officer would be asked to refrain from participation in any deliberation or decision with regard to matters affected by the relationship. Form 990, Part VI, Section B, line 15a The Executive Director's compensation is approved by the independent members of the Board. The salary is compared to similar sized organizations with similar budgets and the compensation deliberation and decision process is documented in the HR file. Form 990, Part VI, Section B, Line 15b: The organization does not compensate any other officers or key employees. Therefore, this line was answered no in accordance with the instructions. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy and financial statements are available upon request.