BIG BROTHERS BIG SISTERS INDEPENDENCE REGION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BIG BROTHERS BIG SISTERS INDEPENDENCE REGION (EIN 23-1352034)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201903199349304105
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T09:06:35-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131639826 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 NORTH 18TH STREET SUITE 3000 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191032757 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352034 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIG BROTHERS BIG SISTERS | BusinessNameLine1Txt |
| Business Name Line2 | INDEPENDENCE REGION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIGB | BusinessNameControlTxt |
| Phone | 2157909200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 SOUTH BROAD STREET NO 1050 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM M FINN CPA CGMA | PersonNm |
| Person Title | CONTROLLER | PersonTitleTxt |
| Phone | 2157909200 | PhoneNum |
| Signature | 2019-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HELEN M MARTIN | PreparerPersonNm |
| PTIN | P01330899 | PTIN |
| Phone | 2158818800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.238.150.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-08 | IPDt |
| IP Tm | 16:11:32 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0EDE4F5BE59FB99924CAAEE7408372872BC47088 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARCUS ALLEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 SOUTH BROAD STREET NO 1050 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,031,444 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.INDEPENDENCEBIGS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1915 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE THE LIVES OF CHILDREN AND STRENGTHEN COMMUNITIES THROUGH PROFESSIONALLY-SUPPORTED, ONE-TO-ONE MENTORING RELATIONSHIPS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 117 | TotalEmployeeCnt |
| Total Volunteers | 3164 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $21,772 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,254,817 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,770,799 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $155,016 | PYInvestmentIncomeAmt |
| CY Investment Income | $171,490 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$274,748 | PYOtherRevenueAmt |
| CY Other Revenue | -$133,461 | CYOtherRevenueAmt |
| PY Total Revenue | $6,135,085 | PYTotalRevenueAmt |
| CY Total Revenue | $6,808,828 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $216,452 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,948,819 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,617,549 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,307,468 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,916,259 | PYOtherExpensesAmt |
| CY Other Expenses | $1,675,790 | CYOtherExpensesAmt |
| PY Total Expenses | $6,865,078 | PYTotalExpensesAmt |
| CY Total Expenses | $6,509,791 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$729,993 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $299,037 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,300,464 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,324,488 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $231,538 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $287,171 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,068,926 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,037,317 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION: TO CREATE AND SUPPORT ONE-TO-ONE MENTORING RELATIONSHIPS THAT IGNITE THE POWER AND PROMISE OF YOUTH, WHILE WORKING COLLABORATIVELY TO STRENGTHEN THE QUALITY OF THE MENTORING FIELD AND CLOSE THE MENTORING GAP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,188,697 | ExpenseAmt |
| Grant | $216,452 | GrantAmt |
| Desc | MENTORING SERVICES: COMMUNITY BASED, SCHOOL-BASED AND SPECIALTY YOUTH MENTORING PROGRAMS SERVING APPROXIMATELY 3,200 YOUTH IN SOUTHEASTERN PA AND SOUTHEASTERN NJ. THE PROGRAM ACHIEVEMENTS INCLUDE: - RATED A FOUR STAR CHARITY BY CHARITY NAVIGATOR (THE NATION'S LARGEST AND MOST UTILIZED CHARITY EVALUATOR) - 2ND LARGEST OF MORE THAN 300 BIG BROTHERS BIG SISTERS AGENCIES NATIONWIDE - GOLD STANDARD AWARD FOR TOP PERFORMING AGENCIES IN THE NATION - 240,000 CHILDREN AND MENTORS POSITIVELY IMPACTED SINCE 1915 - BEST OF NORRISTOWN BUSINESS AWARD FOR THREE CONSECUTIVE YEARS - 2014 WHITNEY M. YOUNG AWARD BY THE URBAN LEAGUE OF PHILADELPHIASEE SCHEDULE O FOR CONTINUATION.DURING 2018, CHILDREN INVOLVED IN OUR MENTORING PROGRAMS FOR MORE THAN 12 MONTHS EXPERIENCED THE FOLLOWING OUTCOMES: - 89% IMPROVED THEIR OUTLOOK ON THE FUTURE - 79% OF CAREGIVERS NOTICED IMPROVED SELF-CONFIDENCE IN THEIR CHILD - 95% ADVANCED TO THE NEXT GRADE LEVEL A SURVEY OF BIGS AND LITTLES INVOLVED IN OUR MENTORING PROGRAMS FOR THE PAST 12 MONTHS REVEALED THE FOLLOWING:- 97% LITTLES BELIEVE THEIR RELATIONSHIP WITH THEIR BIG IS VERY IMPORTANT - 95% LITTLES MAINTAINED OR IMPROVED THEIR SOCIAL ACCEPTANCE AMONG PEERS - 94% LITTLES MAINTAINED OR IMPROVED THEIR ATTITUDE TOWARD RISKY BEHAVIORS - 90% LITTLES BELIEVE THAT THEIR BIG GIVES THEM GOOD IDEAS ABOUT SOLVING A PROBLEM - 89% LITTLES MAINTAINED OR IMPROVED THEIR GRADES IN SCHOOL - 84% BIGS FEEL CLOSE TO THEIR LITTLE - 82% BIGS BELIEVE THAT THEIR LITTLE HAS MADE IMPROVEMENTS SINCE THEY STARTED MEETING | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $159,077 | ExpenseAmt |
| Desc | MENTOR INDEPENDENCE REGION ("MIR"):MIR OFFERS TECHNICAL ASSISTANCE, CAPACITY BUILDING, TRAINING AND ADVOCACY SERVICES TO OVER 300 NONPROFIT ORGANIZATIONS FOCUSED ON YOUTH MENTORING. DURING 2018, 104 MENTORING AND YOUTH DEVELOPMENT PROGRAMS RECEIVED CAPACITY BUILDING SERVICES. THROUGH THIS WORK, WE HAVE BUILT THE CAPACITY OF 436 SUPPORTIVE, CARING ADULTS TRAINED TO IMPROVE THE WAYS THAT THEY SUPPORT YOUTH. 4 PROGRAMS COMPLETED NATIONAL QUALITY MENTORING SYSTEM ASSESSMENT. IN ALL, OUR WORK IMPACTED 30,000 CHILDREN AND YOUTH THROUGHOUT EASTERN PENNSYLVANIA AND BEYOND. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,347,774 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 117 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM FINN CONTROLLER | PersonNm |
| Phone | 2157909200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BBBS INDEPENDENCE REGION 123 SOUTH | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19109 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JOE H TUCKER JR | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GORDON ST JOHN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VICKY WILL | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALAN S LURTY | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BRAD ARONSON | |||||||
| BOARD CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MITCHELL BENSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT BENTLEY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH MARRONE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER C BUCKLEY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| COREY B COLEMAN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LLOYD FREEMAN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KIMYA S P JOHNSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY KYRIAKAKIS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELE LAWRENCE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW BENIOFF | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP I WEINBERG | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER YOHE WAGNER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JANET ZIEGLER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH R GENOVESI | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA HIGGINS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CONROD KELLY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN BALDRY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY JONAS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY GADDES | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LAUREN E TOBIASSEN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NICK BAYER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER WILSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROHIT MEHROTRA | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TODD SPRINKLE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MATT MCNALLY | |||||||
| VICE CHAIR & SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARCUS ALLEN | |||||||
| CEO | 40.00 | $173,175 | $0 | $10,260 | Yes (X) | ||
| WILLIAM FINN | |||||||
| CONTROLLER | 40.00 | $80,082 | $0 | $6,590 | Yes (X) | ||
| GREGORY A BURTON | |||||||
| VP OF MARKETING & COMMUNIC | 40.00 | $119,033 | $0 | $2,477 | Yes (X) | ||
| YVONNE MCPEAK | |||||||
| FUND DEVELOPMENT | 40.00 | $105,081 | $0 | $12,828 | Yes (X) | ||
| JENNIFER CARROLL | |||||||
| VP, PROGRAM | 40.00 | $101,436 | $0 | $7,046 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $578,807 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $39,201 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRACTION ON DEMAND | BusinessNameLine1Txt |
Contractor Address ContractorAddress
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 PRODUCTION WAY 5TH FLOOR | AddressLine1Txt |
| City | BURNABY | CityNm |
| Province Or State | BRITISH COLOMBIA | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | SALES FORCE SOFTWARE CONSULTING AND IMPL | ServicesDesc |
| Compensation | $151,900 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $50,126 | FederatedCampaignsAmt |
| Fundraising | $625,161 | FundraisingAmt |
| Government Grants | $1,712,949 | GovernmentGrantsAmt |
| All Other Contributions | $4,382,563 | AllOtherContributionsAmt |
| Noncash Contributions | $139,643 | NoncashContributionsAmt |
| Total Contributions | $6,770,799 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,535 | TotalRevenueColumnAmt |
| Exclusion | $83,535 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $970,510 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $882,555 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $87,955 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $87,955 | TotalRevenueColumnAmt |
| Exclusion | $87,955 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $206,600 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $625,161 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $340,061 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$133,461 | TotalRevenueColumnAmt |
| Exclusion | -$133,461 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,808,828 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $38,029 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,452 | TotalAmt |
| Program Services | $216,452 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,106 | TotalAmt |
| Program Services | $55,030 | ProgramServicesAmt |
| Management And General | $105,016 | ManagementAndGeneralAmt |
| Fundraising | $110,060 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,627,871 | TotalAmt |
| Program Services | $2,513,345 | ProgramServicesAmt |
| Management And General | $409,687 | ManagementAndGeneralAmt |
| Fundraising | $704,839 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,376 | TotalAmt |
| Program Services | $15,079 | ProgramServicesAmt |
| Management And General | $2,087 | ManagementAndGeneralAmt |
| Fundraising | $4,210 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,049 | TotalAmt |
| Program Services | $269,546 | ProgramServicesAmt |
| Management And General | $47,167 | ManagementAndGeneralAmt |
| Fundraising | $80,336 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,147 | TotalAmt |
| Program Services | $199,048 | ProgramServicesAmt |
| Management And General | $39,346 | ManagementAndGeneralAmt |
| Fundraising | $62,753 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,494 | TotalAmt |
| Management And General | $44,494 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Fundraising | $10,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,094 | TotalAmt |
| Program Services | $70,334 | ProgramServicesAmt |
| Management And General | $60,836 | ManagementAndGeneralAmt |
| Fundraising | $95,924 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,311 | TotalAmt |
| Program Services | $30,434 | ProgramServicesAmt |
| Management And General | $3,189 | ManagementAndGeneralAmt |
| Fundraising | $19,688 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,009 | TotalAmt |
| Program Services | $140,856 | ProgramServicesAmt |
| Management And General | $30,533 | ManagementAndGeneralAmt |
| Fundraising | $27,620 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,008 | TotalAmt |
| Program Services | $1,950 | ProgramServicesAmt |
| Management And General | $48,869 | ManagementAndGeneralAmt |
| Fundraising | $2,189 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $523,722 | TotalAmt |
| Program Services | $404,838 | ProgramServicesAmt |
| Management And General | $42,420 | ManagementAndGeneralAmt |
| Fundraising | $76,464 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,066 | TotalAmt |
| Program Services | $41,721 | ProgramServicesAmt |
| Management And General | $5,259 | ManagementAndGeneralAmt |
| Fundraising | $12,086 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,371 | TotalAmt |
| Program Services | $30,434 | ProgramServicesAmt |
| Management And General | $3,189 | ManagementAndGeneralAmt |
| Fundraising | $5,748 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,146 | TotalAmt |
| Program Services | $41,854 | ProgramServicesAmt |
| Management And General | $4,386 | ManagementAndGeneralAmt |
| Fundraising | $7,906 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,281 | TotalAmt |
| Program Services | $52,781 | ProgramServicesAmt |
| Management And General | $5,531 | ManagementAndGeneralAmt |
| Fundraising | $9,969 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| PROGRAM AND RECRUITMENT | $289,380 | $239,832 | $49,548 | |
| AFFILIATION DUES | $31,358 | $24,240 | $4,578 | $2,540 |
| BAD DEBT EXPENSE | $23,550 | $23,550 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,509,791 | TotalAmt |
| Program Services | $4,347,774 | ProgramServicesAmt |
| Management And General | $854,549 | ManagementAndGeneralAmt |
| Fundraising | $1,307,468 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,800 | BOYAmt |
| EOY | $1,800 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $753,281 | BOYAmt |
| EOY | $1,076,474 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,608,477 | BOYAmt |
| EOY | $2,132,681 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,980 | BOYAmt |
| EOY | $95,920 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $629,621 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $415,713 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,865 | BOYAmt |
| EOY | $213,908 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,457,408 | BOYAmt |
| EOY | $1,772,261 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $274,769 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,884 | BOYAmt |
| EOY | $31,444 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,300,464 | BOYAmt |
| EOY | $5,324,488 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,223 | BOYAmt |
| EOY | $170,498 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $30,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,315 | BOYAmt |
| EOY | $86,673 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,538 | BOYAmt |
| EOY | $287,171 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,423,075 | BOYAmt |
| EOY | $3,954,010 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $609,901 | BOYAmt |
| EOY | $1,047,357 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,950 | BOYAmt |
| EOY | $35,950 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,068,926 | BOYAmt |
| EOY | $5,037,317 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,300,464 | BOYAmt |
| EOY | $5,324,488 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $299,037 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$318,816 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$11,830 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,078,105 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,767,853 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,273,506 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,731,828 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,770,799 | CurrentTaxYearAmt |
| Total | $30,622,091 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,078,105 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,767,853 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,273,506 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,731,828 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,770,799 | CurrentTaxYearAmt |
| Total | $30,622,091 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $353,146 | SubstantialContributorsTotAmt |
| Public Support Total170 | $30,268,945 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $124,942 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $97,529 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,263 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,352 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83,535 | CurrentTaxYearAmt |
| Total | $440,621 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $31,062,712 | TotalSupportAmt |
| Public Support CY170 | 0.97440 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97410 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $10,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $10,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,950 | BeginningYearBalanceAmt |
| End Year Balance | $35,950 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,950 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $888 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $888 | OtherExpendituresAmt |
| End Year Balance | $35,950 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,950 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $868 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $868 | OtherExpendituresAmt |
| End Year Balance | $35,950 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,950 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,079 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,079 | OtherExpendituresAmt |
| End Year Balance | $35,950 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,950 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,079 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,079 | OtherExpendituresAmt |
| End Year Balance | $35,950 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,000 | OtherCostOrOtherBasisAmt |
| Book Value | $10,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $239,394 | OtherCostOrOtherBasisAmt |
| Depreciation | $217,834 | DepreciationAmt |
| Book Value | $21,560 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $65,449 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,510 | DepreciationAmt |
| Book Value | $41,939 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $257,411 | OtherCostOrOtherBasisAmt |
| Depreciation | $118,659 | DepreciationAmt |
| Book Value | $138,752 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $57,367 | OtherCostOrOtherBasisAmt |
| Depreciation | $55,710 | DepreciationAmt |
| Book Value | $1,657 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $213,908 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $86,673 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $86,673 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,587,790 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,587,790 | RevenueSubtotalAmt |
| Other Revenues Not Included | $221,038 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $221,038 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,808,828 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,460,243 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,460,243 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $49,548 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $49,548 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,509,791 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2018 AND 2017, 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, 2018 OR 2017. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | REALIZED GAIN ON SALE OF ASSETS AND INVESTMENTS 87,955. INTEREST AND DIVIDEND INCOME 83,535. OTHER FUNDRAISING EXPENSES 49,548. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | OTHER FUNDRAISING EXPENSES 49,548. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $289,649 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $172,049 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $117,600 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $8,727 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $38,580 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $36,334 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $15,893 | OtherDirectExpensesEvent1Amt |
| Event2 | FASHION TOUCHDOWN | Event2Nm |
| Gross Receipts Event2 | $542,112 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $453,112 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $89,000 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $24,161 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $124,664 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $4,500 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $87,202 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $831,761 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $625,161 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $206,600 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $8,727 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $62,741 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $160,998 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $103,095 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $340,061 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$133,461 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF BUCKS COUNTY | |||||||
| 2875 YORK RD | JAMISON | PA | 18929 | 232461056 | 501 (C)(3) | $115,772 | 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) | $100,680 | PROVIDE EVIDENCE-BASED MENTORING MODEL TO YOUTH IN LEHIGH COUNTY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCUS ALLEN | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $173,175 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $1,075 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $9,185 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $183,435 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,419 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | HI/LOW DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | FOOD AND BEVERAGES FOR SPECIAL EVENTS | Desc |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $114,224 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | LIST PRICES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 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 REMAINS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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