2021-09-15T08:37:57-05:00 2020-12-31 131639826 EISNERAMPER LLP 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2020-01-01 231352034 BIG BROTHERS BIG SISTERS INDEPENDENCE REGION BIGB 2157909200 123 SOUTH BROAD STREET NO 1050 PHILADELPHIA PA 19109 MICHELE MOLANO CHIEF OPERATING OFFICER 2157909200 2021-08-04 1 MICHELE MOLANO 999009999 HELEN M MARTIN P01330899 2158818800 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARCUS ALLEN 123 SOUTH BROAD STREET NO 1050 PHILADELPHIA PA 19109 6393415 0 X WWW.INDEPENDENCEBIGS.ORG X 1915 PA TO IMPROVE THE LIVES OF CHILDREN AND STRENGTHEN COMMUNITIES THROUGH PROFESSIONALLY-SUPPORTED, ONE-TO-ONE MENTORING RELATIONSHIPS. 32 32 91 2322 0 0 6515009 5397881 0 0 136462 89622 -390768 -117935 6260703 5369568 200900 234159 0 0 4045695 4393261 0 12545 391750 2021914 1920591 6268509 6560556 -7806 -1190988 5620695 5352907 318963 462155 5301732 4890752 X TO IGNITE THE POWER AND PROMISE OF YOUTH AND CLOSE THE MENTORING GAP, BY CREATING AND SUPPORTING ONE-TO-ONE MENTORING RELATIONSHIPS AND STRENGTHENING THE QUALITY OF THE MENTORING FIELD. 0 0 4105768 234159 MENTORING SERVICES: THROUGH COMMUNITY-BASED AND SCHOOL-BASED YOUTH MENTORING PROGRAMS, MORE THAN 2,800 CHILDREN ARE SERVED ANNUALLY IN CHESTER, DELAWARE, MONTGOMERY AND PHILADELPHIA COUNTIES IN PENNSYLVANIA, AND BURLINGTON, CAMDEN AND GLOUCESTER COUNTIES IN NEW JERSEY. PROGRAM ACHIEVEMENTS INCLUDE A RATING OF FOUR STARS BY CHARITY NAVIGATOR (THE NATION'S LARGEST AND MOST UTILIZED CHARITY EVALUATOR), 4TH LARGEST OF MORE THAN 250 BIG BROTHERS BIG SISTERS AGENCIES NATIONWIDE, GOLD STANDARD FOR TOP PERFORMING AGENCIES IN THE NATION, AND 2,186 CHILDREN AND MENTORS POSITIVELY IMPACTED DURING 2020. DURING 2020, OF THE CHILDREN IN YOUTH MENTORING PROGRAMS FOR 12 MONTHS OR MORE, 99% IMPROVED OR MAINTAINED THEIR EXPECTATIONS ABOUT FINISHING HIGH SCHOOL AND ATTENDING COLLEGE, 93% REDUCED OR AVOIDED AN INCREASE IN NEGATIVE BEHAVIORS IN SCHOOL, 90% INCREASED OR MAINTAINED THEIR SOCIAL COMPETENCY SKILLS AND 89% IMPROVED OR MAINTAINED THEIR ACADEMIC PERFORMANCE. 270891 AS AN AFFILIATED ORGANIZATION OF BIG BROTHERS BIG SISTERS INDEPENDENCE, MENTOR INDEPENDENCE REGION (MIR) WAS LAUNCHED IN 2015 TO EXPAND THE MENTORING FIELD'S REGIONAL CAPACITY TO REACH MORE YOUTH, AND TO PAIR THEM WITH CARING, COMMITTED ADULT MENTORS. MIR WORKS DIRECTLY WITH MENTORING PROGRAMS BY ASSISTING WITH TRAININGS, TECHNICAL ASSISTANCE, QUALITY ASSESSMENT, PROFESSIONAL NETWORKING, AND ADVOCACY. DURING 2020, 234 PROGRAMS WERE DIRECTLY SUPPORTED, 66 TRAININGS WERE DELIVERED, 1,583 ADULT PARTICIPANTS WERE TRAINED, 535 TECHNICAL ASSISTANCE HOURS WERE DELIVERED, 215 QUALITY ASSESSMENT REVIEWS WERE COMPLETED, AND 74,000 YOUTH WERE POSITIVELY IMPACTED. MIR'S MISSION IS TO FUEL THE QUALITY AND QUANTITY OF MENTORING RELATIONSHIPS FOR GREATER PHILADELPHIA'S YOUNG PEOPLE AND TO CLOSE THE MENTORING GAP. 4376659 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 29 0 1 91 1 0 0 0 0 0 1 0 0 0 0 0 0 0 X 32 32 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA NJ X X MICHELE MOLANO COO 2157909200 BBBS INDEPENDENCE REGION 123 SOUTH PHILADELPHIA PA 19109 LLOYD FREEMAN BOARD CHAIR 2.00 X X 0 0 0 GORDON ST JOHN 1ST VICE CHAIR 2.00 X X 0 0 0 KATHY GADDES 2ND VICE CHAIR & SECRETARY 2.00 X X 0 0 0 JANET ZIEGLER TREASURER 2.00 X X 0 0 0 ANDREA AGNEW DIRECTOR 2.00 X 0 0 0 KAREN BALDRY DIRECTOR 2.00 X 0 0 0 ANDREW BENIOFF DIRECTOR 2.00 X 0 0 0 SCOTT BENTLEY DIRECTOR 2.00 X 0 0 0 PETER C BUCKLEY DIRECTOR 2.00 X 0 0 0 RHONDA CATES DIRECTOR 2.00 X 0 0 0 COREY B COLEMAN DIRECTOR 2.00 X 0 0 0 JOSHUA DAVIDSON DIRECTOR 2.00 X 0 0 0 REBECCA DEVINE DIRECTOR 2.00 X 0 0 0 JOSEPH R GENOVESI DIRECTOR 2.00 X 0 0 0 AMY HAMILTON DIRECTOR 2.00 X 0 0 0 DONNA HIGGINS DIRECTOR 2.00 X 0 0 0 ARNOLD JOHNSON DIRECTOR 2.00 X 0 0 0 GARY JONAS DIRECTOR 2.00 X 0 0 0 CONROD KELLY DIRECTOR 2.00 X 0 0 0 NATHANIEL L KOONCE II DIRECTOR 2.00 X 0 0 0 ANTHONY KYRIAKAKIS DIRECTOR 2.00 X 0 0 0 MICHELE LAWRENCE DIRECTOR 2.00 X 0 0 0 JAMES LEYDEN DIRECTOR 2.00 X 0 0 0 JOSEPH MARRONE DIRECTOR 2.00 X 0 0 0 ROHIT MEHROTRA DIRECTOR 2.00 X 0 0 0 KELLEE RIVERS DIRECTOR 2.00 X 0 0 0 STEPHEN SMITH DIRECTOR 2.00 X 0 0 0 TODD SPRINKLE DIRECTOR 2.00 X 0 0 0 JOE H TUCKER JR DIRECTOR 2.00 X 0 0 0 RAKIM TURNIPSEED PHD DIRECTOR 2.00 X 0 0 0 PHILIP I WEINBERG DIRECTOR 2.00 X 0 0 0 PETER WILSON DIRECTOR 2.00 X 0 0 0 MARCUS ALLEN CEO 40.00 X 211991 0 11226 MICHELE MOLANO COO 40.00 X 146236 0 8991 KATE MCCLOUD VP OF ADVANCEMENT 40.00 X 115837 0 11052 GREGORY A BURTON VP OF MARKETING & COMMUNIC 40.00 X 122752 0 5600 596816 0 36869 4 0 1 0 YOUR PART-TIME CONTROLLER LLC 1500 WALNUT STREET SUITE 1200 PHILADELPHIA PA 19102 ACCOUNTING SERVICES 253680 EXPERIENCE HR INC 325 CHESTNUT STREET SUITE 1000 PHILADELPHIA PA 19106 HUMAN RESOURCE SERVICES 224100 2 386819 1279896 3731166 55661 5397881 52407 52407 865301 828086 37215 37215 37215 77826 386819 195761 -117935 -117935 5369568 0 0 -28313 X 234159 234159 378444 105772 76651 196021 3317008 2626190 625520 65298 14673 11617 2767 289 433555 343260 81760 8535 249581 197602 47066 4913 27450 27450 37100 37100 37763 37763 12545 12545 680898 100446 572849 7603 43071 43071 186971 139781 35484 11706 27876 27876 499694 373576 94833 31285 25290 17216 5160 2914 57884 46963 8212 2709 77632 58043 14728 4861 PROGRAM AND RECRUITMENT 81306 81306 BAD DEBT EXPENSE 80413 80413 AFFILIATION DUES 57243 40728 16515 6560556 4376659 1792147 391750 1800 800 1031177 1639941 2435412 1629935 84125 109009 550371 442936 165320 107435 1889574 1846064 13287 19723 5620695 5352907 244449 405317 74514 56838 318963 462155 X 3606412 3744236 1695320 1146516 5301732 4890752 5620695 5352907 X -1190988 52224 -9316 737100 X X 0 1 X 1 0 X 6273506 6731828 6770799 6515009 6134981 32426123 6273506 6731828 6770799 6515009 6134981 32426123 871689 31554434 65263 69352 83535 79073 52407 349630 32775753 0.96270 0.96140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 37763 37763 0 PART II-B, LINE 1: THE ORGANIZATION PAID A LOBBYIST FOR DIRECT CONTACT WITH LEGISLATORS, THEIR STAFF, GOVERNMENT OFFICIALS OR A LEGISLATIVE BODY WITH THE PURPOSE OF PROCURING GRANT FUNDING ON BOTH THE FEDERAL AND STATE LEVEL. 35950 35950 35950 35950 35950 35950 35950 888 888 35950 35950 868 868 35950 1.00000 0 0 10000 10000 239394 220376 19018 65449 46191 19258 178161 119189 58972 57367 57180 187 107435 DEFERRED RENT 56838 56838 X 6025860 8814 737100 745914 5279946 89622 89622 5369568 6569370 8814 8814 6560556 0 6560556 PART V, LINE 4: INCOME FROM FUNDS THAT HAVE BEEN PERMANENTLY RESTRICTED BY THE DONOR IS RESTRICTED FOR PAYMENT OF POST SECONDARY SCHOOL TUITION AND OTHER RELATED EXPENSES ONLY. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS CLASSIFIED THE ORGANIZATION AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE"); AS AN ORGANIZATION, CONTRIBUTIONS TO WHICH ARE DEDUCTIBLE UNDER SECTION 170(C) OF THE CODE; AND AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY, IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A GOVERNMENT AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2020 AND 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF MANAGEMENT AND GENERAL EXPENSES. THERE WERE NO INCOME TAX RELATED INTEREST AND PENALTIES RECORDED FOR EITHER OF THE YEARS ENDED DECEMBER 31, 2020 OR 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: PPP LOAN, REPORTED AS REVENUE ON AUDITED FINANCIAL STATEMENTS 737,100. PART XI, LINE 4B - OTHER ADJUSTMENTS: REALIZED GAIN ON SALE OF INVESTMENTS 37,215. INTEREST AND DIVIDEND INCOME 52,407. GOLF EVENT 225115 209065 16050 41851 20621 391 FASHION TOUCHDOWN 171375 109599 61776 310 6370 13645 89950 2919 7 68155 68155 19704 464645 386819 77826 310 48221 13645 110571 23014 195761 -117935 1 BIG BROTHERS BIG SISTERS OF BUCKS COUNTY 2875 YORK RD JAMISON PA 18929 232461056 501 (C)(3) 113851 PROVIDE EVIDENCE-BASED MENTORING MODEL TO YOUTH IN BUCKS COUNTY BIG BROTHERS BIG SISTERS OF LEHIGH VALLEY 41 S CARLISLE AVENUE ALLENTOWN PA 18109 231746895 501 (C)(3) 104023 PROVIDE EVIDENCE-BASED MENTORING MODEL TO YOUTH IN LEHIGH AND NORTHAMPTON COUNTIES X X X 0 0 0 0 0 0 0 0 0 MARCUS ALLEN CEO 211991 0 0 0 0 0 0 0 11226 0 223217 0 0 0 MICHELE MOLANO COO 146236 0 0 0 0 0 1464 0 7527 0 155227 0 0 0 X 9 55661 HI/LOW DATE OF GIFT 0 0 0 FORM 990, PART V, LINE 7B: VALUE OF EXCHANGE TRANSACTIONS FOR FUNDRAISING ACTIVITIES WERE NOT COMMUNICATED TO DONOR. ACKNOWLEDGED RECEIPT OF FULL CONTRIBUTION WAS SENT TO DONORS. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT AUDIT COMMITTEE CONVENES TO WORK IN TANDEM WITH THE AUDITORS, ON BEHALF OF THE AGENCY AND ITS FIDUCIARY INTERESTS. THE AUDITORS REPORT THEIR FINDINGS TO THE AUDIT COMMITTEE. THE COMMITTEE REVIEWS AND APPROVES THE AUDIT REPORTS AND FORM 990. THE AUDIT COMMITTEE PRESENTS ITS REVIEW TO THE BOARD MEMBERS AND MAKES A RECOMMENDATION TO APPROVE OR DENY THE SUBMISSION OF THE REPORTS AND FORM 990. IF APPROVED, REPORTS AND FORM 990 ARE FILED ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN A CONFLICT OF INTEREST POLICY UPON JOINING THE BOARD. THE SIGNED POLICIES ARE THEN KEPT ON FILE. STAFF MEMBERS ARE REQUIRED TO REVIEW AND ACKNOWLEDGE (VIA SIGNATURE) A COPY OF THE PERSONNEL HANDBOOK CONTAINING THE CONFLICT OF INTEREST STATEMENTS ON AN ANNUAL BASIS. THESE SIGNED ACKNOWLEDGEMENTS ARE THEN KEPT IN THEIR PERSONNEL FILE FORM 990, PART VI, SECTION B, LINE 15 THE BOARD COLLECTS COMPARATIVE DATA AND REVIEWS THE CEO'S PERFORMANCE AND SETS CEO SALARY AND/OR ADJUSTMENTS ON AN ANNUAL BASIS. THE AGENCY CONDUCTS AN ANNUAL PERFORMANCE REVIEW OF ALL EMPLOYEES AND INCLUSIVE IN THE PROCESS, COLLECTS COMPARATIVE SALARY DATA BY WHICH SALARY ADJUSTMENT TARGETS AND RANGES BY POSITION ARE SET. THE BOARD OF DIRECTORS REVIEWS THE COMPARATIVE SALARY RANGE DATA AND APPROVES IT PRIOR TO AWARDING ANY EMPLOYEE COMPENSATION ADJUSTMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THE BIG BROTHERS BIG SISTERS WEBSITE. THESE DOCUMENTS ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 93,398. MANAGEMENT AND GENERAL EXPENSES 487,753. FUNDRAISING EXPENSES 6,164. TOTAL EXPENSES 587,315. OTHER: PROGRAM SERVICE EXPENSES 7,048. MANAGEMENT AND GENERAL EXPENSES 85,096. FUNDRAISING EXPENSES 1,439. TOTAL EXPENSES 93,583. FORM 990, PART XI, LINE 9: PPP LOAN, REPORTED AS REVENUE ON AUDITED FINANCIAL STATEMENTS 737,100. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITORS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.