2015-04-21T14:35:42-05:00 2014-12-31 131639826 EISNERAMPER LLP 101 WEST AVENUE PO BOX 458 JENKINTOWN PA 190460458 990 2014-01-01 231352034 BIG BROTHERS BIG SISTERS SOUTHEASTERN PENNSYLVANIA BIGB 2157909200 123 SOUTH BROAD STREET NO 2180 PHILADELPHIA PA 19109 MARCUS ALLEN CEO 2157909200 2015-04-09 1 STEVEN GLUECK P00856557 2158818800 2014 2016-02-25 16:41:14Z MARCUS ALLEN 123 SOUTH BROAD STREET NO 2180 PHILADELPHIA PA 19109 6998507 0 X WWW.BBBSSEPA.ORG X 1915 PA OUR MISSION: TO IMPROVE THE LIVES OF CHILDREN AND STRENGTHEN COMMUNITIES THROUGH PROFESSIONALLY-SUPPORTED, ONE-TO-ONE MENTORING RELATIONSHIPS. 26 26 73 3193 0 0 4886882 6078105 0 0 116900 151791 -82456 10309 4921326 6240205 0 0 0 0 3742841 3577578 0 0 853181 1302224 2117338 5045065 5694916 -123739 545289 5358727 5909342 54406 120644 5304321 5788698 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 3944567 TO IMPROVE THE LIVES OF CHILDREN AND STRENGTHEN COMMUNITIESTHROUGH PROFESSIONALLY SUPPORTED ONE-TO-ONE MENTORING RELATIONSHIPS. 139590 THE MENTORING PROGRAM AND RESOURCE CENTER IMPROVES THE QUALITY OF MENTORING PROGRAMS THROUGH TRAINING, TECHNICAL ASSISTANCE AND OTHER CAPACITY BUILDING INITIATIVES. THE RESOURCE CENTER WILL ALSO ENGAGE IN ADVOCACY EFFORTS THAT DRIVE RESOURCES TO MENTORING PROGRAMS AND ISSUES AFFECTING CHILDREN AND YOUTH. 4084157 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 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 17 0 1 73 1 0 0 0 0 0 1 1 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X LAURIE E MCLEOD 2157909200 BBBS SEPA 123 SOUTH BROAD ST SUITE PHILADELPHIA PA 19109 BRAD ARONSON BOARD CHAIR 2.00 X X 0 0 0 MITCHELL BENSON DIRECTOR 2.00 X 0 0 0 ERICA KNUTH VICE-CHAIRPERSON 2.00 X X 0 0 0 GORDON ST JOHN VICE-CHAIRPERSON 2.00 X X 0 0 0 VICKY WILL VICE CHAIRPERSON 2.00 X X 0 0 0 ALAN LURTY SECRETARY 2.00 X X 0 0 0 ERNEST A PIGHINI 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 NICK BAYER DIRECTOR 2.00 X 0 0 0 MICHELE LAWRENCE DIRECTOR 2.00 X 0 0 0 COREY COLEMAN DIRECTOR 2.00 X 0 0 0 SCOTT O'NEIL DIRECTOR 2.00 X 0 0 0 W WILSON GOODE SR DIRECTOR 2.00 X 0 0 0 KIMYA S P JOHNSON DIRECTOR 2.00 X 0 0 0 ROBERT D KANE JR DIRECTOR 2.00 X 0 0 0 SUZANNE KEENAN DIRECTOR 2.00 X 0 0 0 DAVID NEFF DIRECTOR 2.00 X 0 0 0 KENNETH LAWRENCE JR DIRECTOR 2.00 X 0 0 0 KELLY S LYMAN DIRECTOR 2.00 X 0 0 0 MICHELE MOLANO DIRECTOR 2.00 X 0 0 0 MICHAEL MOYER DIRECTOR 2.00 X 0 0 0 PATRICK MURPHY DIRECTOR 2.00 X 0 0 0 SCOTT BENTLEY DIRECTOR 2.00 X 0 0 0 PAUL RIDDER DIRECTOR 2.00 X 0 0 0 PHILLIP WEINBERG DIRECTOR 2.00 X 0 0 0 MARCUS ALLEN CEO 40.00 X 175779 0 12547 LAURIE MCLEOD COO 40.00 X 124412 0 7850 JUDITH SPANGLER CHIEF PROGRAM OFFICER 40.00 X 111419 0 7379 411610 0 27776 3 0 1 0 WINDSTREAM 4001 NORTH RODNEY PARHAM ROAD LITTLE ROCK AR 72212 COMMUNICATIONS 139478 1 410007 643520 2927512 2097066 6078105 124942 124942 605258 578409 26849 26849 26849 190202 643520 179893 10309 10309 6240205 0 0 162100 188326 56497 18833 112996 2854323 2283300 337157 233866 314968 242211 36851 35906 219961 169150 25735 25076 30775 2985 14095 13695 66000 6402 30228 29370 11236 1090 5146 5000 505757 70516 207251 227990 68664 61729 2541 4394 30013 2911 13746 13356 438874 337494 51348 50032 72276 58689 5348 8239 37300 28907 3059 5334 61881 47959 5074 8848 PROG AND RECRUIT ACTIVI 635491 635491 0 0 BAD DEBT EXPENSE 77943 0 0 77943 REPAYMENT OF GRANT 71164 71164 0 0 EMPLOYEE TRAINING & DEV 9736 7487 1139 1110 228 175 27 26 5694916 4084157 757578 853181 1650 1650 2448784 1099933 489311 1067268 62855 25240 515347 360204 141823 155143 2178915 2259910 1270485 35389 29713 5358727 5909342 45058 120644 9348 0 54406 120644 X 4829976 5497002 438395 255746 35950 35950 5304321 5788698 5358727 5909342 545289 -60912 0 X X 0 1 X 1 0 X 1990782 4455187 4166673 4886882 6078105 21577629 1990782 4455187 4166673 4886882 6078105 21577629 467088 21110541 46346 63866 75096 76197 124942 386447 21964076 1295653 0.96110 0.98380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 66000 66000 0 PART II-B, LINE 1: THE ORGANIZATION PAID LOBBYIST FOR DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS OR A LEGISLATIVE BODY WITH THE PURPOSE OF PROCURING GRANT FUNDING ON BOTH THE FEDERAL AND STATE LEVEL. 35950 1079 1079 35950 35950 1079 1079 35950 35950 1079 1079 35950 35950 1079 1079 35950 35950 1079 1079 35950 1.00000 0 0 10000 10000 242096 156361 85735 208656 156131 52525 54595 47712 6883 155143 BLACKROCK GLOBAL LONG/ SHORT CREDIT INSTL FUND 1270485 F 1270485 X 6088414 0 6088414 151791 151791 6240205 5694916 0 5694916 0 5694916 PART V, LINE 4: INCOME FROM THESE 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 ("IRS") 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, 2014, 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, 2014 AND 2013. THE TAX RETURNS OF THE ORGANIZATION FOR THE YEARS ENDED DECEMBER 31, 2011 THROUGH 2014 ARE OR WILL BE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND OTHER VARIOUS TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST INCOME 124,942. REALIZED GAIN 26,849. GOLF OUTING 424116 378612 45504 2531 2301 90483 BOWL FOR KIDS 75085 75085 964 93 275 13828 5 334521 189823 144698 1088 19470 3400 45460 833722 643520 190202 4583 21864 3675 149771 179893 10309 X X X 0 0 0 0 0 0 0 0 0 MARCUS ALLEN CEO 175779 0 0 0 0 0 1820 0 10727 0 188326 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 CHARGED WITH OVERSIGHT FOR THE AUDIT, REVIEW OF THE IRS FORM 990, AND PRESENTATION OF THE AUDIT REPORT AND FORM 990 TO THE BOARD OF DIRECTORS FOR FINAL REVIEW AND APPROVAL. THERE HAVE BEEN NO CHANGES TO THE AUDIT COMMITTEE'S DUTIES AND RESPONSIBILITIES DURING THE CURRENT YEAR.