2018-05-09T11:51:44-05:00 2017-06-30 561131459 Stancil PC 4909 Windy Hill Drive Raleigh NC 27609 990 2016-07-01 460471896 First In Families of North Carolina FIRS 9192518368 3109 University Drive No 100 Durham NC 277073779 ELIZABETH MACMICHAEL EXECUTIVE DIRECTOR 9192518368 2018-05-09 1 Henry White P00295907 9198721260 2016 2022-09-23 18:48:47Z ELIZABETH MACMICHAEL 3109 University Drive No 100 Durham NC 277073779 1456042 0 X www.fifnc.org X 2001 NC Help people with developmental disabilities (and/or Traumatic Brain Injury) and their families achieve their short and long-term goals and give back to others. 10 10 17 110 0 0 1290827 1447924 5504 6038 865 1467 -1462 -2515 1295734 1452914 414887 471630 0 0 613192 658888 0 0 2367 184382 239359 1212461 1369877 83273 83037 599565 736826 27155 80183 572410 656643 X First In Families of North Carolina is a catalyst for people with disabilities and their families in NC to meet their self-defined needs by leveraging relationships and resources, and encouraging reciprocity in their communities. [2,023 families were assisted statewide during the fiscal year ended 6/30/17, to meet 3,076 short and long-term goals; of these 2,023 families, 36% (737) were never previously served by FIFNC. In addition, 246 individuals were assisted through the siblings initiative, through Lifetime Connections, and through the Benefits Enrollment Center.] 1 0 363721 170433 FIF Chapters providing family support through Alliance Behavioral Health (ABH): In addition to FIF Cumberland, Alliance funded programs include three other local FIF Chapters, serving residents in Wake, Johnston, and Durham Counties. All the FIF local Chapters help people with developmental disabilities to create the lives they aspire to now and for the future. Families or individuals apply for assistance to meet a short or long-term goal or obtain needed goods or services. Families are offered opportunities to give back to other families at the time that they apply for assistance or later on. FIF partners with the business community and other families previously served, to meet the need of the applicant at the lowest possible cost. Through such assistance, the need is met, and public awareness is developed as well. Each Chapter is governed by a grassroots local Management Team comprised of people with disabilities, their family members, and invested community members. The Durham, Wake, and Johnston chapters met 675 requests from 416 families last year, including 33% (139) of whom were completely new to FIF (never previously assisted). Wake County also provided funding specifically for camp tuition to Wake FIF children with disabilities. These three chapters leveraged $65,658 from local businesses all of which was used directly to serve more families. 397710 186359 The Statewide Cross-Area Special Program includes the Quality Assurance and Technical Assistance program (QATA), the Lifeline Project, and the Lifetime Connections program. QATA provides oversight and guidance, technical assistance, strategic planning, maintenance of strong management teams, new staff training, an annual assessment through Core Indicators of Chapter Health, and a comprehensive family support database to all 14 FIF Chapters statewide, including the 8 managed directly by FIFNC. This assistance ensures high-quality, customer-led family support and adherence to the FIF model. QATA support in FY1617 included 14 on-site Chapter visits to meet with staff and management teams (policy-setting group), 10 monthly calls with all chapters, XX one-to-one Technical Assistance requests resolved, two annual training events, one webinar, and an Information Line for immediate questions about eligibility, Policies and Procedures, the Salesforce Database, community outreach, etc. The Lifeline Project provides family support to individuals and families who live in the 52 NC Counties not covered by an FIF chapter. 100% of the Chapters scored over 80% on Core Indicators of Chapter Health (benchmark is 75% of the chapters scoring over 80%). In FY1617, Lifeline Project helped 142 families with 156 requests, statewide. Lifetime Connections provides future planning support to families who are planning for their child's well-being when they are no longer able to provide the support and advocacy needed for successful community life. This includes two core services, Future Planning Workshops, and a Personal Network for each member family. Families are assisted to put a comprehensive plan in place, including a will(s), special needs trust, and letter of intent, and to develop Personal Networks for current (and future) quality of life and peace of mind. In FY1617 Lifetime Connections program provided 15 Future Planning Workshops, including 3 on Supported Decision-making, and 2 on Building Personal Support Networks.. Lifetime Connections actively supports 60 volunteers who supports Personal Networks for 16 member families. These volunteers provide advice, goal-setting, and friendship. 245076 114838 Triad, Gaston-Cleveland-Lincoln, Central Carolina, and Five County Chapters of First In Families assisted 427 families last year, fulfilling 497 requests. 34% (147) of these families were completely new to First In Families. These Chapters assist residents of 14 counties, to create the lives they want now and in the future, and meets requests through the matching of public funding with additional support from private local businesses, foundations, or private citizens. These four chapters leveraged in fy1617 a total of $49,194 from private business, which went directly to meet the needs of more families. In addition to family support through chapters, these funds were used to support three individuals with Traumatic Brain Injury to each have a Personal Support Network through FIF's Lifetime Connections program. The Network is comprised of volunteers that work with the individual to attain goals such as improved housing, employment, and/or social connections. 240688 6038 Sibling Grant: in Year 3 of this initiative (funded by the NC Council on Developmental Disabilities), FIFNC collaborated with the national Sibling Leadership Network (SLN) to connect, inform and nurture a group of sibling leaders to successfully develop a sustainable Chapter of the SLN in North Carolina. FIFNC's Sibling initiative supported 85 siblings of adults with developmental disabilities to learn about future planning, meet each other and build a network or support for the future. A statewide conference of siblings brought together 50 siblings who learned and did strategic planning together. 240688 6038 1247195 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 13 0 17 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 0 1 1 1 0 0 X ELIZABETH MACMICHAEL 9192518368 3109 UNIVERSITY DRIVE SUITE 100 DURHAM NC 277073779 KAREN LUKEN PRESIDENT 0.50 X X 0 0 0 MARK BULLOCK VICE PRESIDENT 0.50 X X 0 0 0 ROBIN MCDUFFIE TREASURER 0.50 X X 0 0 0 CHRIS DEMETROPOULOS SECRETARY 0.50 X X 0 0 0 JILLAINE BAKER BOARD MEMBER 0.50 X 0 0 0 OTHA MORRIS BOARD MEMBER 0.50 X 0 0 0 TIMOTHY FERREIRA BOARD MEMBER 0.50 X 0 0 0 BONNIE NELSON BOARD MEMBER 0.50 X 0 0 0 CINDY PARKEY BOARD MEMBER 0.50 X 0 0 0 PAT REID BOARD MEMBER 0.50 X 0 0 0 REGINA FERGUSON BOARD MEMBER 0.50 X 0 0 0 BETSY MACMICHAEL EXECUTIVE DIRECTOR 40.00 X 68336 0 12927 68336 0 12927 0 0 0 0 0 900 3943 1244898 198183 149797 1447924 PROGRAM FEES 900099 6038 6038 6038 966 966 501 0 501 501 501 613 3943 3128 -2515 -2515 1452914 6038 0 -1048 471630 471630 83896 35237 48408 251 447597 434371 11829 1397 6058 5912 127 19 117944 110710 6867 367 3393 3034 348 11 1000 1000 15675 15675 41623 16546 25077 11356 11329 27 4707 4001 651 55 4332 4332 47453 47397 56 32471 28977 3447 47 550 550 4151 4151 Staff Training 25265 12950 12315 Miscellaneous Expense 15562 9164 6196 202 Other Program Expenses 13591 10254 3337 Telephone/Internet 12738 12738 8885 7787 1080 18 1369877 1247195 120315 2367 141483 171166 136667 162571 254641 328642 13923 18048 14382 16621 7084 7084 550 0 4904 5317 33015 34461 599565 736826 15201 66916 11954 13267 27155 80183 X 524868 545997 47542 110646 572410 656643 599565 736826 83037 1196 0 X X 0 1 X 1 0 X 216993 200509 218632 233013 203639 1072786 216993 200509 218632 233013 203639 1072786 18341 1054445 231 287 1150 776 966 3410 225 3062 166 3282 6735 1082931 5475952 0.97370 0.96950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1369877 1369877 211988 52997 0 0 195285 195418 196246 211988 798937 1198406 48821 48855 49062 52997 199735 299603 33015 1784 338 34461 30592 2342 397 316 33015 30329 567 304 30592 30000 479 150 30329 1.00000 1 0 7084 7084 0 0 ACCRUED VACATION 13267 13267 X 1538254 1196 81016 82212 1456042 -3128 -3128 1452914 1454021 81016 3128 84144 1369877 0 1369877 Part V, Line 4: The Organization's board has a policy of not spending any of the corpus until it grows to such an extent that a portion of its growth could be used to fund its programs while maintaining a sufficient corpus that can be held in perpetuity. Part X, Line 2: The Organization is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. It has been classified as an organization that is not a private foundation under Section 509(a)(2) of the Internal Revenue Code and qualifies for the 50 percent charitable contributions deduction for individual donors. If applicable, penalties and interest assessed by income tax authorities related to uncertain tax positions are included as expenses in the statement of activities. There were no interest and penalties recorded or included in the financial statements for the years ended June 30, 2017 and 2016. The Organization is not currently under examination by the Internal Revenue Service or the State of North Carolina. Part XI, Line 4b - Other Adjustments: DIRECT FUNDRAISING EXPENSES ON STATEMENT OF ACTIVITIES -3,128. LOSS ON FIXED ASSET DISPOSAL INCLUDED WITH EXPENSES ON FINANCIAL STATEMENT Part XII, Line 2d - Other Adjustments: DIRECT FUNDRAISING EXPENSES ON STATEMENT OF ACTIVITIES 3,128. LOSS ON FIXED ASSET DISPOSAL INCLUDED WITH EXPENSES ON FINANCIAL STATEMENT 1 CASH AND NON-CASH ASSISTANCE TO FAMILIES WITH MEMBERS WHO HAVE PHYSICAL OR MENTAL DISABILITIES 2023 330452 141178 FMV CLOTHES, FURNITURE, ELECTRONICS, FOOD, ETC. Part I, Line 2: THE ORGANIZATION HAS STRICT ELIGIBILITY CRITERIA FOR ITS NEEDS BASED ASSISTANCE. THE CRITERIA, SUCH AS INCOME LEVEL, DISABILITY, AND LOCATION OF THE APPLICANT, IS PROCESSED THROUGH AN INITIAL SCREENING BY A KNOWLEDGEABLE STAFF MEMBER, AND THEN A FLOW CHART IS USED TO DETERMINE IF THE FUNDS WILL COME FROM THE STATE OR FROM OTHER CONTRIBUTORS. MOST ASSISTANCE IS GIVEN DIRECTLY TO A THIRD PARTY, AND NO MONITORING IS REQUIRED AFTER PAYMENT IS MADE. HOWEVER, IF CASH IS GIVEN DIRECTLY TO THE APPLICANT, THEN RECEIPTS ARE REQUIRED TO SHOW HOW THE MONEY WAS USED. SURVEYS ARE ALSO CONDUCTED ON A SAMPLE BASIS. X 15388 FAIR MARKET VALUE X 30 18301 FAIR MARKET VALUE X 5 8005 FAIR MARKET VALUE X MISCELLANEOUS GOODS 248 75934 FAIR MARKET VALUE X BABY ITEMS 37 8333 FAIR MARKET VALUE X EDUCATIONAL SUPPLIES 24 4334 FAIR MARKET VALUE X FURNITURE 14 3755 FAIR MARKET VALUE X HOUSEHOLD ITEMS 50 3490 FAIR MARKET VALUE X COMPUTER 4 1280 FAIR MARKET VALUE X ELECTRONICS AND ENTERTAINMENT 7 880 FAIR MARKET VALUE X TOYS 14 803 FAIR MARKET VALUE X APPLIANCES 3 675 FAIR MARKET VALUE 0 0 0 Form 990, Part III, line 2 1. Funded for a one year grant from the National Council on Aging, the First In Families Benefit Enrollment Center (BEC) provided screening and eligibility support to adults living with disabilities and their aging caregivers, to identify and enroll in Federal benefits such as Medicare Special Help, SNAP (food assistance), SSI, LiHEAP (heating and cooling support) and prescription drug assistance. Many individuals with disabilities and their caregivers do not know about these federal benefits, or need assistance in accessing and applying for them. In fy1617, through the 14 FIF Chapters and community partner organizations the BEC screened and/or enrolled 63 adults with disabilities and aging caregivers throughout the State. 2. There is a new First In Families Chapter, serving Cumberland County, NC. It is funded through Alliance Behavioral Healthcare (ABH) and funds from a private trust. FIF Cumberland served 63 families in its first year of operation, and formed a management team of 6 community representatives, four of whom are family members of persons with disabilities. It raised $6,711 from local businesses to serve more families. 86% of met applications were met in part or in full by private business donations or discounts. The chapter recruited 38 hours of volunteer time for community outreach. Representatives from both federal NC Senators offices attended the Open House to launch the new Chapter. Form 990, Part VI, Section B, line 11b CERTAIN MEMBERS OF THE BOARD WILL REVIEW FORM 990 FOR ACCURACY BEFORE IT IS FILED. Form 990, Part VI, Section B, line 15a The organization refers to the comparability data made available by the NC Center of Nonprofits Form 990, Part VI, Section C, line 19 UPON REQUEST Form 990, Part XII, Line 2c: THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT OVERSEES AND ASSUMES RESPONSIBILITY FOR THE AUDIT.