2017-04-10T15:49:16-05:00 2016-06-30 561131459 Stancil & Company 4909 Windy Hill Drive Raleigh NC 27609 990 2015-07-01 460471896 First In Families of North Carolina FIRS 9192518368 3109 University Drive No 100 Durham NC 277073779 ELIZABETH MACMICHAEL EXECUTIVE DIRECTOR 9192518368 2017-04-10 1 Henry White P00295907 9198721260 2015 2021-01-29 14:40:06Z ELIZABETH MACMICHAEL 3109 University Drive No 100 Durham NC 277073779 1301187 0 X www.fifnc.org X 2001 NC Help people with developmental disabilities (and/or Traumatic Brain Injury) and their families achieve their goals and give back to others. 11 11 17 186 0 0 1213136 1290827 6983 5504 393 865 -268 -1462 1220244 1295734 427770 414887 0 0 605310 613192 0 0 972 171098 184382 1204178 1212461 16066 83273 510200 599565 20731 27155 489469 572410 X To help people with developmental disabilities (and/or Traumatic Brain Injury) and their families achieve their goals, believe in their dreams and give back to others. 2,160 families were assisted statewide during the fiscal year ended 6/30/16, to meet 3,477 short and long-term goals; of these 2,160 families, 32% were never previously served by FIFNC. 1 0 280650 148258 FIF Chapters providing family support through Alliance Behavioral Health (ABH): Alliance funded programs include three 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 want 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 700 requests from 545 families last year, including 33% 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. 397710 210096 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 13 FIF Chapters statewide, including the 7 managed directly by FIFNC. This assistance ensures high-quality, customer-led family support and adherence to the FIF model. QATA support in FY 16 included 13 on-site Chapter visits to meet with staff and management teams (policy-setting group), 12 monthly calls with all chapters, two annual training events, three webinars, 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 53 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 FY16, Lifeline Project helped 168 families with 173 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 FY16 Lifetime Connections program provided three Future Planning Workshops including information sessions with a special needs attorney, two workshops for corporations, and Personal Networks for nine member families. 107016 56533 Triad Chapter of First In Families assisted 178 families last year, fulfilling 184 requests, 44% of these were completely new to First In Families. Triad Chapter assists residents of Davie, Forsyth, and Stokes 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. 219768 8786 Other FIF Local Chapters: In addition to the Wake, Johnston, Durham, and Triad Chapters, FIFNC directly manages and operates the Central Carolina Chapter, the Five County Chapter, and the Gaston/Lincoln/Cleveland Chapter. Altogether these additional chapters cover 11 NC counties. Their purpose and operation is identical to those described in section 4a. In FY16, these chapters met 335 requests for goods or services from 294 families, 38% of whom were completely new to First In Families.Sibling Grant: in Year 2 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. 5 statewide workshops on advocacy and future planning occurred; 17 community organizing trips across the state occurred; a Sibling Resource Guide was developed and 100 distributed; a Future Planning Checklist was customized to siblings and 50 were distributed; Facebook public and private groups for siblings were established and a NCSibs website launched. As of end of FY16, there were 35 actively engaged siblings plus 5 sibling leaders throughout rural and urban NC. 219768 8786 1005144 1 1 0 1 0 0 0 0 0 1 1 0 0 1 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 7 0 17 1 0 0 0 0 0 0 0 0 0 0 X 11 11 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 JILLAINE BAKER 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 ADONIS BROWN BOARD MEMBER 0.50 X 0 0 0 CHRIS DEMETROPOULOS BOARD MEMBER 0.50 X 0 0 0 DAWN DUDLEY BOARD MEMBER 0.50 X 0 0 0 PAT REID BOARD MEMBER 0.50 X 0 0 0 CHERYL POWELL BOARD MEMBER 0.50 X 0 0 0 BETSY MACMICHAEL EXECUTIVE DIRECTOR 40.00 X 69043 0 5528 69043 0 5528 0 0 0 0 0 1875 3504 1058523 226925 130041 1290827 PROGRAM FEES 900099 5504 5504 5504 776 776 89 0 89 89 89 709 3504 5453 -4744 -4744 MISCELLANEOUS INCOME 900099 3282 3282 3282 1295734 8786 0 -3879 414887 414887 77196 27020 49405 771 417965 319366 98590 9 677 677 77507 54432 23011 64 39847 27904 11885 58 1000 1000 16060 16060 34317 30002 4315 3089 2758 331 3796 3101 695 3284 3216 68 43141 43095 46 24479 22870 1604 5 618 618 3985 2948 1037 Telephone/Internet 13672 13672 Staff Training 13425 13360 65 Other Program Expenses 8388 6560 1828 Miscellaneous Expense 7553 -3608 11161 7575 5824 1751 1212461 1005144 206345 972 104853 141483 144940 136667 205632 254641 5283 13923 12582 14382 7084 6534 1168 550 5150 4904 30592 33015 510200 599565 7837 15201 12894 11954 20731 27155 X 448795 524868 40674 47542 489469 572410 510200 599565 83273 -332 0 X X 0 1 X 1 0 X 109479 216993 200509 218632 233013 978626 109479 216993 200509 218632 233013 978626 20229 958397 293 231 287 1150 776 2737 449 225 3062 166 3282 7184 988547 5253421 0.96950 0.99180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1212461 1212461 196246 49062 0 0 185141 195285 195418 196246 772090 1158135 46285 48821 48855 49062 193023 289535 30592 2342 397 316 33015 30329 567 304 30592 30000 479 150 30329 1.00000 1 0 7084 6534 550 550 Beneficial Interests in Assets Held by others 33015 33015 ACCRUED VACATION 11954 11954 X 1354115 -332 53260 52928 1301187 -5453 -5453 1295734 1271174 53260 5453 58713 1212461 0 1212461 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, 2016 and 2015. 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 -5,453. LOSS ON FIXED ASSET DISPOSAL INCLUDED WITH EXPENSES ON FINANCIAL STATEMENT Part XII, Line 2d - Other Adjustments: DIRECT FUNDRAISING EXPENSES ON STATEMENT OF ACTIVITIES 5,453. 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 2111 298570 116317 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 10976 FAIR MARKET VALUE X 162 10371 FAIR MARKET VALUE X 34 5373 FAIR MARKET VALUE X MISCELLANEOUS GOODS 736 68968 FAIR MARKET VALUE X TOYS 235 5763 FAIR MARKET VALUE X FURNITURE 38 4739 FAIR MARKET VALUE X BABY ITEMS 215 4697 FAIR MARKET VALUE X EDUCATIONAL SUPPLIES 95 3027 FAIR MARKET VALUE X HOUSEHOLD ITEMS 53 1508 FAIR MARKET VALUE X ELECTRONICS AND ENTERTAINMENT 9 895 FAIR MARKET VALUE 0 0 0 Form 990, Part III, line 2 Supported Decision-Making initiative: Funded by Quality Trust, this one-year initiative promoted supported decision-making for adults with Intellectual/Developmental Disabilities, to provide them with a means to be in charge of their lives through the use of advisors identified by them who can help them make sound choices in specific areas such as healthcare, employment, and personal finances. Outcomes of the initiative included raising awareness of SDMA as one viable alternative to guardianship, development of a practical SDMA tool/agreement, and implementation of the use of SDMA for members of Lifetime Connections programs who have Personal Networks. All outcomes were achieved. Form 990, Part VI, Section B, line 11 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.