2019-11-15T09:06:35-06:00 2018-12-31 131639826 EISNERAMPER LLP 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2018-01-01 231352034 BIG BROTHERS BIG SISTERS INDEPENDENCE REGION BIGB 2157909200 123 SOUTH BROAD STREET NO 1050 PHILADELPHIA PA 19109 WILLIAM M FINN CPA CGMA CONTROLLER 2157909200 2019-11-08 1 HELEN M MARTIN P01330899 2158818800 64.238.150.4 2019-11-08 16:11:32 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 0EDE4F5BE59FB99924CAAEE7408372872BC47088 2018 2020-04-17 16:48:07Z MARCUS ALLEN 123 SOUTH BROAD STREET NO 1050 PHILADELPHIA PA 19109 8031444 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. 30 30 117 3164 0 21772 6254817 6770799 0 0 155016 171490 -274748 -133461 6135085 6808828 0 216452 0 0 4948819 4617549 0 0 1307468 1916259 1675790 6865078 6509791 -729993 299037 5300464 5324488 231538 287171 5068926 5037317 X 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. 0 0 4188697 216452 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 159077 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. 4347774 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 24 0 1 117 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA NJ X X WILLIAM FINN CONTROLLER 2157909200 BBBS INDEPENDENCE REGION 123 SOUTH PHILADELPHIA PA 19109 JOE H TUCKER JR DIRECTOR 2.00 X 0 0 0 GORDON ST JOHN DIRECTOR 2.00 X 0 0 0 VICKY WILL DIRECTOR 2.00 X 0 0 0 ALAN S LURTY TREASURER 2.00 X X 0 0 0 BRAD ARONSON BOARD CHAIR 2.00 X X 0 0 0 MITCHELL BENSON DIRECTOR 2.00 X 0 0 0 SCOTT BENTLEY DIRECTOR 2.00 X 0 0 0 JOSEPH MARRONE DIRECTOR 2.00 X 0 0 0 PETER C BUCKLEY DIRECTOR 2.00 X 0 0 0 COREY B COLEMAN DIRECTOR 2.00 X 0 0 0 LLOYD FREEMAN DIRECTOR 2.00 X 0 0 0 KIMYA S P JOHNSON 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 ANDREW BENIOFF DIRECTOR 2.00 X 0 0 0 PHILIP I WEINBERG DIRECTOR 2.00 X 0 0 0 JENNIFER YOHE WAGNER DIRECTOR 2.00 X 0 0 0 JANET ZIEGLER DIRECTOR 2.00 X 0 0 0 JOSEPH R GENOVESI DIRECTOR 2.00 X 0 0 0 DONNA HIGGINS DIRECTOR 2.00 X 0 0 0 CONROD KELLY DIRECTOR 2.00 X 0 0 0 KAREN BALDRY DIRECTOR 2.00 X 0 0 0 GARY JONAS DIRECTOR 2.00 X 0 0 0 KATHY GADDES DIRECTOR 2.00 X 0 0 0 LAUREN E TOBIASSEN DIRECTOR 2.00 X 0 0 0 NICK BAYER DIRECTOR 2.00 X 0 0 0 PETER WILSON DIRECTOR 2.00 X 0 0 0 ROHIT MEHROTRA DIRECTOR 2.00 X 0 0 0 TODD SPRINKLE DIRECTOR 2.00 X 0 0 0 MATT MCNALLY VICE CHAIR & SECRETARY 2.00 X X 0 0 0 MARCUS ALLEN CEO 40.00 X 173175 0 10260 WILLIAM FINN CONTROLLER 40.00 X 80082 0 6590 GREGORY A BURTON VP OF MARKETING & COMMUNIC 40.00 X 119033 0 2477 YVONNE MCPEAK FUND DEVELOPMENT 40.00 X 105081 0 12828 JENNIFER CARROLL VP, PROGRAM 40.00 X 101436 0 7046 578807 0 39201 4 0 1 0 TRACTION ON DEMAND 2700 PRODUCTION WAY 5TH FLOOR BURNABY BRITISH COLOMBIA CA SALES FORCE SOFTWARE CONSULTING AND IMPL 151900 1 50126 625161 1712949 4382563 139643 6770799 83535 83535 970510 882555 87955 87955 87955 206600 625161 340061 -133461 -133461 6808828 0 0 38029 216452 216452 270106 55030 105016 110060 3627871 2513345 409687 704839 21376 15079 2087 4210 397049 269546 47167 80336 301147 199048 39346 62753 44494 44494 10000 10000 227094 70334 60836 95924 53311 30434 3189 19688 199009 140856 30533 27620 53008 1950 48869 2189 523722 404838 42420 76464 59066 41721 5259 12086 39371 30434 3189 5748 54146 41854 4386 7906 68281 52781 5531 9969 PROGRAM AND RECRUITMENT 289380 239832 49548 AFFILIATION DUES 31358 24240 2540 4578 BAD DEBT EXPENSE 23550 23550 6509791 4347774 854549 1307468 1800 1800 753281 1076474 1608477 2132681 24980 95920 629621 415713 154865 213908 2457408 1772261 274769 24884 31444 5300464 5324488 138223 170498 30000 93315 86673 231538 287171 X 4423075 3954010 609901 1047357 35950 35950 5068926 5037317 5300464 5324488 299037 -318816 -11830 0 X X 0 1 X 1 1 1 X 6078105 4767853 6273506 6731828 6770799 30622091 6078105 4767853 6273506 6731828 6770799 30622091 353146 30268945 124942 97529 65263 69352 83535 440621 31062712 0.97440 0.97410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 10000 10000 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 888 888 35950 35950 868 868 35950 35950 1079 1079 35950 35950 1079 1079 35950 1.00000 0 0 10000 10000 239394 217834 21560 65449 23510 41939 257411 118659 138752 57367 55710 1657 213908 DEFERRED RENT 86673 86673 X 6587790 0 6587790 221038 221038 6808828 6460243 0 6460243 49548 49548 6509791 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. ANNUAL GOLF OUTING 289649 172049 117600 8727 38580 36334 15893 FASHION TOUCHDOWN 542112 453112 89000 24161 124664 4500 87202 831761 625161 206600 8727 62741 160998 4500 103095 340061 -133461 1 BIG BROTHERS BIG SISTERS OF BUCKS COUNTY 2875 YORK RD JAMISON PA 18929 232461056 501 (C)(3) 115772 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) 100680 PROVIDE EVIDENCE-BASED MENTORING MODEL TO YOUTH IN LEHIGH COUNTY 2 0 X X X 0 0 0 0 0 0 0 0 0 MARCUS ALLEN CEO 173175 0 0 0 0 0 1075 0 9185 0 183435 0 0 0 X 9 25419 HI/LOW DATE OF GIFT X FOOD AND BEVERAGES FOR SPECIAL EVENTS 8 114224 LIST PRICES 0 0 0 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.