2017-04-12T12:50:58-05:00 2016-12-31 131639826 EISNERAMPER LLP 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2016-01-01 231352034 BIG BROTHERS BIG SISTERS INDEPENDENCE REGION BIGB 2157909200 123 SOUTH BROAD STREET NO 1050 PHILADELPHIA PA 19109 MARCUS ALLEN CEO 2157909200 2017-04-01 1 HELEN M MARTIN P01330899 2158818800 64.238.150.4 2017-04-01 07:44:51 ED P BC217D589DFE7797B8E63D1134F072F01B793E31 F81DCA92B917B4887B7FAF71296E4FB236FABEB0 2016 2021-01-29 14:40:06Z MARCUS ALLEN 123 SOUTH BROAD STREET NO 1050 PHILADELPHIA PA 19109 7210274 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. 28 28 107 3564 0 0 6006684 6273506 0 0 134706 91305 -256082 -112320 5885308 6252491 0 0 0 0 3853811 4684892 0 0 1131971 2186883 1590581 6040694 6275473 -155386 -22982 5644429 5821212 221168 275203 5423261 5546009 X OUR MISSION: TO IMPROVE THE LIVES OF CHILDREN AND STRENGTHEN COMMUNITIES THROUGH PROFESSIONALLY-SUPPORTED, ONE-TO-ONE MENTORING RELATIONSHIPS. OUR VISION: TO TAKE OUR LIFE-CHANGING MISSION TO EVERY CHILD IN THE REGION WHO NEEDS AND WANTS A BIG BROTHER OR BIG SISTER. 0 0 4390560 TO IMPROVE THE LIVES OF CHILDREN AND STRENGTHEN COMMUNITIES THROUGH PROFESSIONALLY SUPPORTED ONE-TO-ONE MENTORING RELATIONSHIPS. 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 - 2014 WHITNEY M. YOUNG AWARD BY THE URBAN LEAGUE OF PHILADELPHIADURING 2016, CHILDREN INVOLVED IN OUR MENTORING PROGRAMS FOR MORE THAN 12 MONTHS EXPERIENCED THE FOLLOWING OUTCOMES: - 87% PLANNED TO FINISH HIGH SCHOOL AND GO ON TO COLLEGE - 99% AVOIDED USING DRUGS - 98% HAD NO ARRESTS OR CONVICTIONS - 93% ADVANCED TO THE NEXT GRADE LEVEL - 78% OF CAREGIVERS NOTICED IMPROVED SELF-CONFIDENCE IN THEIR CHILD 185411 THE MENTORING PARTNERSHIP AND RESOURCE CENTER ("MPRC") IMPROVES THE QUALITY OF MENTORING PROGRAMS THROUGH TRAINING, TECHNICAL ASSISTANCE AND OTHER CAPACITY BUILDING INITIATIVES. MPRC WILL ALSO ENGAGE IN ADVOCACY EFFORTS THAT DRIVE RESOURCES TO MENTORING PROGRAMS AND ISSUES AFFECTING CHILDREN AND YOUTH.THE MPRC: - OFFERS TECHNICAL ASSISTANCE, CAPACITY BUILDING, TRAINING, AND ADVOCACY SERVICES TO OVER 135 OTHER NONPROFIT ORGANIZATIONS FOCUSED ON YOUTH MENTORING. - TRAINED 487 PEOPLE ON BEST PRACTICES IN MENTORING, REPRESENTING 50 MENTORING PROGRAMS ACROSS THE REGION. - PROVIDED OVER 500 HOURS OF ONE-TO-ONE CONSULTATION WITH MENTORING PROGRAMS ON EVIDENCE-BASED MENTORING PRACTICES - CONNECTED MORE THAN 315 POTENTIAL VOLUNTEERS TO LOCAL MENTORING PROGRAMS 4575971 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 23 0 1 107 1 0 0 0 0 0 1 1 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA NJ X X RENNA VAN OOT 2157909200 BBBS INDEPENDENCE REGION 123 SOUTH PHILADELPHIA PA 19109 ERNIE A PIGHINI BOARD CHAIR 2.00 X X 0 0 0 MATT MCNALLY VICE-CHAIR & SECRETARY 2.00 X X 0 0 0 PAUL D RIDDER VICE-CHAIR 2.00 X X 0 0 0 GORDON ST JOHN VICE-CHAIR 2.00 X X 0 0 0 VICKY WILL VICE-CHAIR 2.00 X X 0 0 0 ALAN S LURTY TREASURER 2.00 X X 0 0 0 PAUL LANCASTER ADAMS DIRECTOR 2.00 X 0 0 0 MIKE APPLEBY DIRECTOR 2.00 X 0 0 0 BRAD ARONSON DIRECTOR 2.00 X 0 0 0 NICK BAYER DIRECTOR 2.00 X 0 0 0 MITCHELL BENSON DIRECTOR 2.00 X 0 0 0 SCOTT BENTLEY DIRECTOR 2.00 X 0 0 0 LAURA BRODSKY 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 KENNETH E LAWRENCE JR DIRECTOR 2.00 X 0 0 0 MICHELE LAWRENCE DIRECTOR 2.00 X 0 0 0 KELLY S LYMAN DIRECTOR 2.00 X 0 0 0 MANISH J MEHTA DIRECTOR 2.00 X 0 0 0 MICHELE Y MOLANO DIRECTOR 2.00 X 0 0 0 MICHAEL G MOYER DIRECTOR 2.00 X 0 0 0 NANCY SOMMER 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 MARCUS ALLEN CEO 40.00 X 204231 0 10362 KAREN VAN OOT CHIEF OPERATING OFFICER 40.00 X 124587 0 2081 JUDITH D SPANGLER CHIEF PROGRAM OFFICER 40.00 X 117436 0 6810 GREGORY A BURTON VP OF MARKETING & COMMUNICATIONS 40.00 X 121274 0 0 567528 0 19253 4 0 1 0 MERION GOLF CLUB 450 ARDMORE AVE ARDMORE PA 19003 EVENTS 162807 WINDSTREAM 4001 NORTH RODNEY PARHAM ROAD LITTLE ROCK AR 72212 COMMUNICATIONS 147852 2 178176 983576 1628153 3483601 2076 6273506 68263 68263 733305 710263 23042 23042 23042 135200 983576 247520 -112320 -112320 6252491 0 0 -21015 214663 163060 16828 34775 3735981 2837850 292901 605230 16679 12668 1309 2702 421879 320460 33076 68343 295690 224607 23181 47902 53923 29153 24770 87156 47120 40036 90270 33460 32231 24579 88479 13430 75049 85045 64600 6669 13776 21588 11672 9916 658093 499887 51594 106612 104733 78480 10648 15605 36593 26831 2869 6893 71174 54063 5580 11531 PROGRAM AND RECRUITMENT 220411 220411 BAD DEBT EXPENSE 38677 38677 AFFILIATION DUES 29310 22267 2298 4745 MEMBERSHIPS & SUBSCRIPT 5129 3897 402 830 6275473 4575971 567531 1131971 1650 1650 441859 953652 2184639 1758897 19657 18780 441569 318501 144531 123068 2149589 2368348 676133 566729 26371 30088 5644429 5821212 161129 155550 0 29000 60039 90653 221168 275203 X 4824992 4782614 562319 727445 35950 35950 5423261 5546009 5644429 5821212 -22982 145730 0 X X 0 1 X 1 0 X 4166673 4886882 6078105 4767853 6273506 26173019 4166673 4886882 6078105 4767853 6273506 26173019 396069 25776950 75096 76197 124942 97529 65263 439027 26612046 587772 0.96860 0.95990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 52000 52000 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 868 868 35950 35950 1079 1079 35950 35950 1079 1079 35950 35950 1079 1079 35950 35950 1079 1079 35950 0.00000 1.00000 0.00000 0 0 10000 10000 268346 189243 79103 163223 129258 33965 123068 BLACKROCK GLOBAL LONG/ SHORT CREDIT INSTL FUND 566729 F 566729 DEFERRED RENT 90653 90653 X 5991539 0 5991539 260952 260952 6252491 6275473 0 6275473 0 6275473 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, 2016 AND 2015, 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 THE YEARS ENDED DECEMBER 31, 2016 AND 2015. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTION, NET ASSETS ACQUIRED FROM BBBS BURLINGTON, CAMDEN & GLOUCESTER 169,647. REALIZED GAIN ON SALE OF ASSETS AND INVESTMENTS 23,042. INTEREST AND DIVIDEND INCOME 68,263. ANNUAL GOLF OUTING 694466 585266 109200 493 164807 3391 8473 FASHION TOUCHDOWN 121682 95682 26000 25240 2643 2609 10 302628 302628 10969 2007 26888 1118776 983576 135200 493 201016 2007 6034 37970 247520 -112320 X X X 0 0 0 0 0 0 0 0 0 MARCUS ALLEN CEO 204231 0 0 0 0 0 1927 0 8435 0 214593 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 IS RESPONSIBLE FOR OVERSIGHT OF THE FINANCIAL STATEMENT PRESENTATION AND SELECTION OF INDEPENDENT AUDITORS AND THE PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR.