2014-05-15T10:10:34-05:00 2013-06-30 561131459 Stancil & Company 4909 Windy Hill Drive Raleigh NC 27609 990 2012-07-01 460471896 First In Families of North Carolina FIRS 9192518368 3109 University Drive No 100 Durham NC 27707 Elizabeth MacMichael 9192518368 2014-05-15 1 Henry White P00295907 9198721260 2012 2015-11-30 17:44:51Z ELIZABETH MACMICHAEL 3109 University Drive No 100 Durham NC 27707 1318855 0 X www.fifnc.org X 2001 NC To help people with developmental disabilities (and/or Traumatic Brain Injury) and their families achieve their goals and give back to others. 9 9 21 35 0 0 1130875 1301942 7009 11879 -522 231 449 -2770 1137811 1311282 292892 454204 0 0 557424 606824 0 0 11625 190238 167693 1040554 1228721 97257 82561 347484 453047 12933 35935 334551 417112 X To help people with developmental disabilities (and/or Traumatic Brain Injury) and their families achieve their goals and give back to others. 2,848 families were assisted statewide during the fiscal year ended 6/30/13, 37% of whom were never previously served by FIFNC. 1 0 280650 162568 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. 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 (cont'd) local Management Team comprised of people with disabilities, their family members, and invested community members. The Durham, Wake, and Johnston chapters met 628 requests from 457 families last year, including 54% 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. 397709 230374 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 13 included 15 on-site Chapter visits to meet with staff and management teams (policy-setting group), 12 monthly calls with all chapters, three annual training events, quarterly webinars, (cont'd) 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. In FY 13, Lifeline Project helped 118 families with 129 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 13 Lifetime Connections program provided three Future Planning Workshops including information sessions with a special needs attorney, and Personal networks for each member family. 105761 61262 Triad Chapter of First In Families assisted 194 families last year, fulfilling 251 requests, 45% 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. 272072 12104 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 9 NC counties. Their purpose and operation is identical to those described in section 4a. In 2013, these chapters met 348 requests for goods or services from 291 families, 62% of whom were completely new to First In Families.Aging Grant: In Year One of this project, FIFNC provided 3 cross-training activities between the aging and Intellectual Disabilities communities in recognition of the reality that 71% of all individuals with intellectual disability in NC live with their families, and that families are aging and increasingly challenged in caring for their loved ones. Cross-training ensures that services and resources for both aging and disability communities are available to people needing them. This grant also provided wills and estates planning workshops to families, policy recommendations to local and state policy-makers, and assisted with the start-up of a new Aging and Disabilities Resource Center in Durham, NC.Lifetime Connections for people with Traumatic Brain Injury and Military: 2013 was the 4th and final year of a grant to provide wills and estates planning workshops, and personal networks, to injured military and other NC residents with TBI. This year the grant provided Peace of Mind workshops, and Personal Networks, for all eight participants, 100% of whom attended three or more community outings each quarter as a result of this grant, and 100% reported that they have a better life now compared to one year ago. 100% of their family members reported that their loved one has set goals for his/her life this past year.Lifespan Respite: 25 families in underserved regions of NC were provided 1-3 days of respite from caregiving responsibilities for their loved ones (between ages of 18 and 59) who experience significant developmental disability or Traumatic Brain Injury.The total expenses and related revenue for all of the "Other Program Services" is: 272072 12104 1056192 1 1 0 1 0 0 0 0 0 0 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 31 0 21 1 0 0 0 0 0 0 0 0 0 1 0 X 9 9 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 0.50 X X 0 0 0 MARK BULLOCK 0.50 X X 0 0 0 ROBIN MCDUFFIE 0.50 X X 0 0 0 PEGGY BALAK 0.50 X X 0 0 0 ERICA FERRANTI 0.50 X 0 0 0 CHERYL POWELL 0.50 X 0 0 0 MELANIE MATTINGLY 0.50 X 0 0 0 CINDY PARKEY 0.50 X 0 0 0 PAT REID 0.50 X 0 0 0 SHELAGH KENNEY 0.50 X 0 0 0 JILLAINE VAN ESSEN 0.50 X 0 0 0 BETSY MACMICHAEL 40.00 X 60299 0 12141 60299 0 12141 0 0 0 0 0 3430 3969 1089527 205016 172826 1301942 PROGRAM FEES 900099 11879 11879 11879 231 231 4578 3969 7573 -2995 -2995 MISCELLANEOUS INCOME 900099 225 225 225 1311282 12104 0 -2764 454204 454204 72617 26701 43105 2811 420419 347699 65985 6735 6826 5980 753 93 63132 52797 9353 982 43830 33723 9280 827 1500 1500 14500 14500 1385 1385 432 407 25 5797 4181 1600 16 2300 1930 370 51569 51449 120 19339 15865 3341 133 1343 1343 4647 3739 908 FACILITATOR EXPENSE 21257 21257 STAFF TRAINING 11422 10421 1001 CONTRACT LABOR 11310 5007 6303 MISCELLANEOUS EXPENSE 6126 4484 1642 14766 13463 1275 28 1228721 1056192 160904 11625 26582 115715 34179 34398 257544 268030 12547 15819 12414 14560 8734 4209 4218 4525 347484 453047 904 4108 12029 31827 12933 35935 X 296224 393396 38327 23716 334551 417112 347484 453047 82561 0 X X 0 1 X 1 0 X 15311 57802 43201 109479 216993 442786 15311 57802 43201 109479 216993 442786 442786 224 403 293 231 1151 285 449 225 959 444896 3432815 0.99530 0.98920 X Schedule A, Part II, Line 10, Explanation of Other Income: Miscellaneous Income RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1101406 1101406 185141 46285 0 0 179055 185141 364196 546294 44764 46285 91049 136574 8734 4209 4525 4525 ACCRUED VACATION 11384 ACCRUED SALARIES AND TAXES 20443 31827 X 1402835 83980 83980 1318855 -7573 -7573 1311282 1320274 83980 7573 91553 1228721 0 1228721 Description of Uncertain Tax Positions Under FIN 48: 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, 2010 - 2013. THE ORGANIZATION'S OPEN TAX YEARS FOR POTENTIAL EXAMINATION BY THE STATE OF NORTH CAROLINA ARE FOR THE YEARS ENDED JUNE 30, 2010 - 2013. Part XI, Line 4b - Other Adjustments: DIRECT FUNDRAISING EXPENSES ON STATEMENT OF ACTIVITIES Part XII, Line 2d - Other Adjustments: DIRECT FUNDRAISING EXPENSES ON STATEMENT OF ACTIVITIES 1 CASH AND NON-CASH ASSISTANCE TO INDIGENT FAMILIES WITH MEMBERS WHO HAVE PHYSICAL OR MENTAL DISABILITIES 2848 281378 172826 FMV CLOTHES, FURNITURE, ELECTRONICS, FOOD, ETC. Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, 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 16736 FAIR MARKET VALUE X 1 44000 FAIR MARKET VALUE X 120 4036 FAIR MARKET VALUE X 16 8880 FAIR MARKET VALUE X APPLIANCES 7 1160 FAIR MARKET VALUE X BABY ITEMS 106 2791 FAIR MARKET VALUE X COMPUTERS, ETC. 16 3035 FAIR MARKET VALUE X EDUCATIONAL SUPPLIES 236 1207 FAIR MARKET VALUE X ELECTRONICS AND ENTERTAINMENT 94 2293 FAIR MARKET VALUE X TOYS 360 4607 FAIR MARKET VALUE X MISCELLANEOUS GOODS 657 78621 FAIR MARKET VALUE X FURNITURE 38 5460 FAIR MARKET VALUE 0 0 0 New Program Services Form 990, Part III, line 2 A new grant funded training for those working with an aging community who may have intellectual or developmental disabilities. 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.