2021-07-07T10:55:53-05:00 2020-12-31 561750124 BATCHELOR TILLERY & ROBERTS LLP 3605 GLENWOOD AVENUE SUITE 350 RALEIGH NC 27612 990 2020-01-01 561136423 BENCHMARKS BENC 9198281864 2609 ATLANTIC AVENUE NO 105 RALEIGH NC 27604 KAREN MCLEOD PRESIDENT/CEO 9198281864 2021-07-07 1 KAREN MCLEOD 999009999 WM JAMES BLACK JR P00175233 9197878212 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KAREN MCLEOD 2609 ATLANTIC AVE SUITE 105 RALEIGH NC 27604 1550257 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. 15 15 17 14 0 0 1242776 951969 892614 413044 11605 7992 46539 45804 2193534 1418809 0 0 0 0 861108 1082468 0 0 18689 1048434 561525 1909542 1643993 283992 -225184 1058950 1038509 129837 304774 929113 733735 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 1505048 455497 SEE STATEMENT ON SCHEDULE 0 1505048 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 3 0 17 1 0 0 0 0 0 0 0 0 0 0 X 15 15 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 TARA LARSON TRUSTEE 1.00 X 0 0 0 BRIAN MANESS 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 KEITH HENRY TRUSTEE 1.00 X 0 0 0 LUANNE WELCH TRUSTEE 1.00 X 0 0 0 MYRA GRIFFIE TRUSTEE 1.00 X 0 0 0 ASHLEY CONRAD TRUSTEE 1.00 X 0 0 0 SCOTT KELLER VICE CHAIR 1.00 X 0 0 0 ANNIE SMITH CHAIR 1.00 X 0 0 0 CELESTE DOMINGUEZ SECRETARY 1.00 X 0 0 0 KAREN MCLEOD PRESIDENT/CEO 40.00 X 210079 0 25732 BRETT A LOFTIS JD IMMEDIATE PAST CHAIR 1.00 X 0 0 0 BROOK PHILLIPS TREASURER 1.00 X 0 0 0 TARA FIELDS HIGHEST COMPENSATED EMPLOY 40.00 X 120114 0 21727 330193 0 47459 2 0 1 0 0 487912 464057 951969 FEES FOR SERVICES 624100 330832 330832 ONLINE TRAINING 611430 80388 80388 REGISTRATION FEES 611710 1824 1824 413044 11343 11343 128097 131448 -3351 -3351 -3351 MISCELLANEOUS 611710 45804 45804 45804 1418809 455497 0 11343 X 210078 193272 8403 8403 688277 609533 72447 6297 48147 42162 5064 921 78705 69642 7669 1394 57261 50887 5393 981 9066 9066 46002 46002 3326 3326 172196 172196 3252 2829 358 65 16033 15167 733 133 15832 14337 1265 230 22696 22528 168 9998 8474 1524 6035 5250 664 121 CONTRACT & FEE SERVICES 173717 173717 COMMUNITY CATALYST EXPE 36216 36216 ONLINE TRAINING EXPENSE 25256 25256 MISCELLANEOUS EXPENSE 9967 9085 882 11933 8495 3294 144 1643993 1505048 120256 18689 146483 117394 502389 474813 66748 70805 741 3869 61594 61594 0 0 341939 370978 650 650 1058950 1038509 49928 23059 13100 46975 161200 66809 73540 129837 304774 X 447428 570646 481685 163089 929113 733735 1058950 1038509 -225184 29806 0 X X 0 1 1 0 X 893851 791284 941829 1242776 951969 4821709 893851 791284 941829 1242776 951969 4821709 1844959 2976750 8930 13755 9479 11605 7992 51761 38280 36003 40078 46539 45804 206704 5080174 2387055 0.58600 0.59800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 68330 68330 1575663 1643993 232200 58050 0 0 200605 204881 249443 232200 887129 1330694 57120 79314 68330 204764 50151 51220 62361 58050 221782 332673 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, ITS PROGRAM & POLICY SPECIALIST/COO, AND ITS GOVERNMENT CONSULTANT ARE REGISTERED LOBBYISTS. 18041 22 17 18046 18014 113 86 18041 17995 19 18014 39719 19 21743 17995 20869 18662 188 39719 0.30730 0.69270 0 0 61594 61594 0 0 MUTUAL FUNDS 370978 F 370978 ACCRUED VACATION 73173 ACCRUED PAYROLL TAXES 367 73540 1448615 29806 29806 1418809 0 1418809 1643993 0 1643993 0 1643993 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 210079 0 0 0 0 0 0 0 25732 0 235811 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 IX, LINE 11G GRANT PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 145,378. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 145,378. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 20,808. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,808. CONSULTING FEES: PROGRAM SERVICE EXPENSES 4,100. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,100. MEMBERSHIPS: PROGRAM SERVICE EXPENSES 1,910. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,910. 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.