2016-02-10T13:07:05-06:00 2015-06-30 561131459 Stancil & Company 4909 Windy Hill Drive Raleigh NC 27609 990 2014-07-01 460471896 First In Families of North Carolina FIRS 9192518368 3109 University Drive No 100 Durham NC 27707 ELIZABETH MACMICHAEL EXECUTIVE DIRECTOR 9192518368 2016-02-10 1 Henry White P00295907 9198721260 2014 2016-08-17 19:52:53Z ELIZABETH MACMICHAEL 3109 University Drive No 100 Durham NC 27707 1223462 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. 13 13 16 183 0 0 1248908 1213136 5994 6983 674 393 4086 -268 1259662 1220244 422937 427770 0 0 594340 605310 0 0 7913 185576 171098 1202853 1204178 56809 16066 486021 510200 11959 20731 474062 489469 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. 2,223 families were assisted statewide during the fiscal year ended 6/30/15, to meet 3,703 short and long-term goals; of these 2,223 families, 50% were never previously served by FIFNC. 1 0 276250 150465 FIF Chapters providing family support through Alliance for Behavioral Health (ABH): The ABH 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 832 requests from 431 families last year, including 41% 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. 402110 219017 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 15 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, two 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. In FY 15, Lifeline Project helped 158 families with 181 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 FY 15 Lifetime Connections program provided three Future Planning Workshops including information sessions with a special needs attorney, two workshops for corporations, and Personal networks for each member family. 107016 58288 Triad Chapter of First In Families assisted 155 families last year, fulfilling 176 requests, 46% 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. 251221 7149 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 FY15, these chapters met 384 requests for goods or services from 238 families, 51% of whom were completely new to First In Families.Aging Grant: In the second half of the final year (Year Two) of this project, FIFNC grew upon the previous year's cross-training activities and participated actively in the Durham County Community Resource Connections organization to support the needs of individuals who are aging adults with disabilities, created last year. Formal and informal supports, including access to and information about future planning, were provided in several locations in North Carolina. Final taskforce policy recommendations were published in a short paper and a Final Report and shared with local and state policy-makers. 251221 7149 1036597 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 11 0 16 1 0 0 0 0 0 0 0 0 0 0 X 13 13 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 GREG MCGREW 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 PEGGY BALAK SECRETARY 0.50 X X 0 0 0 JILLAINE BAKER BOARD MEMBER 0.50 X 0 0 0 ERICA FERRANTI BOARD MEMBER 0.50 X 0 0 0 CINDY PARKEY BOARD MEMBER 0.50 X 0 0 0 RUSTY BRADSTOCK BOARD MEMBER 0.50 X 0 0 0 CHRIS DEMETROPOULOS BOARD MEMBER 0.50 X 0 0 0 SHELAGH KENNEY BOARD MEMBER 0.50 X 0 0 0 PAT REID BOARD MEMBER 0.50 X 0 0 0 KAREN LUKEN 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 64297 0 12002 64297 0 12002 0 0 0 0 0 1980 1475 996105 213576 130007 1213136 PROGRAM FEES 900099 6983 6983 6983 1150 1150 426 0 1183 426 -1183 -757 -757 1601 1475 2035 -434 -434 MISCELLANEOUS INCOME 900099 166 166 166 1220244 7149 0 -41 427770 427770 81381 21973 58594 814 418080 362367 51020 4693 3056 3020 36 61248 53679 6881 688 41545 32501 8585 459 1000 1000 15620 15620 22050 17720 3430 900 1263 1193 40 30 3906 3522 384 4278 729 3549 41231 41229 2 29486 27927 1512 47 923 923 5655 4001 1654 Telephone/Internet 13782 13782 Staff Training 12203 10609 1594 Miscellaneous Expense 7756 4289 3267 200 Printing & Reproduction 3208 3153 15 40 8737 7133 1598 6 1204178 1036597 159668 7913 252281 104853 34524 144940 147308 205632 4886 5283 8185 12582 7084 5916 3273 1168 5235 5150 30329 30592 486021 510200 1701 7837 10258 12894 11959 20731 X 433487 448795 40575 40674 474062 489469 486021 510200 16066 -659 0 X X 0 1 X 1 0 X 43201 109479 216993 200509 218632 788814 43201 109479 216993 200509 218632 788814 788814 403 293 231 287 1150 2364 285 449 225 3062 166 4187 795365 4965582 0.99180 0.99140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1204178 1204178 0 195418 0 48855 0 0 0 179055 185141 195285 195418 754899 1132349 44764 46285 48821 48855 188725 283088 30329 567 304 30592 30000 479 150 30329 1.00000 1 0 7084 5916 1168 1168 Beneficial Interests in Assets Held by others 30592 30592 ACCRUED VACATION 12894 12894 X 1297625 -659 74822 74163 1223462 -3218 -3218 1220244 1282218 74822 3218 78040 1204178 0 1204178 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 NOT CURRENTLY UNDER EXAMINATION BY THE INTERNAL REVENUE SERVICE OR THE STATE OF NORTH CAROLINA. THE ORGANIZATION'S TAXABLE YEARS THAT ARE OPEN FOR POTENTIAL EXAMINATION BY THE INTERNAL REVENUE SERVICE ARE FOR THE YEARS ENDED JUNE 30, 2012 - 2015. THE ORGANIZATION'S OPEN TAX YEARS FOR POTENTIAL EXAMINATION BY THE STATE OF NORTH CAROLINA ARE FOR THE YEARS ENDED JUNE 30, 2012 - 2015. Part XI, Line 4b - Other Adjustments: DIRECT FUNDRAISING EXPENSES ON STATEMENT OF ACTIVITIES -2,035. LOSS ON FIXED ASSET DISPOSAL INCLUDED WITH EXPENSES ON FINANCIAL STATEMENT -1,183. Part XII, Line 2d - Other Adjustments: DIRECT FUNDRAISING EXPENSES ON STATEMENT OF ACTIVITIES 2,035. LOSS ON FIXED ASSET DISPOSAL INCLUDED WITH EXPENSES ON FINANCIAL STATEMENT 1,183. 1 CASH AND NON-CASH ASSISTANCE TO INDIGENT FAMILIES WITH MEMBERS WHO HAVE PHYSICAL OR MENTAL DISABILITIES 2223 297763 130007 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 10061 FAIR MARKET VALUE X 138 6011 FAIR MARKET VALUE X 17 9950 FAIR MARKET VALUE X MISCELLANEOUS GOODS 396 76493 FAIR MARKET VALUE X HOUSEHOLD ITEMS 65 6834 FAIR MARKET VALUE X FURNITURE 31 5157 FAIR MARKET VALUE X BABY ITEMS 121 4796 FAIR MARKET VALUE X TOYS 60 4253 FAIR MARKET VALUE X EDUCATIONAL SUPPLIES 48 2312 FAIR MARKET VALUE X ELECTRONICS AND ENTERTAINMENT 22 1165 FAIR MARKET VALUE X COMPUTERS, ETC. 3 850 FAIR MARKET VALUE X APPLIANCES 6 650 FAIR MARKET VALUE 0 0 0 Form 990, Part III, line 2 Sibling Grant: Funded by the NC Council on Developmental Disabilities, this 3-year project focuses on developing a NC Chapter of the Sibling Leadership Network through informing, connecting and supporting adult brothers and sisters of people with disabilities throughout NC to organize and develop a Chapter according to their own needs, gifts, and goals. 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.