2014-08-11T11:49:15-05:00 2013-12-31 BATCHELOR TILLERY & ROBERTS LLP 3605 GLENWOOD AVENUE SUITE 350 RALEIGH NC 27612 990 2013-01-01 561136423 BENCHMARKS % MS BETH BERNGARTT BENC 9198281864 2609 ATLANTIC AVENUE Suite 105 RALEIGH NC 27604 Karen McLeod PRESIDENT 9198281864 2014-08-08 true Wm James Black Jr 9197878212 2013 2015-11-30 17:44:51Z KAREN MCLEOD 2609 ATLANTIC AVE SUITE 105 RALEIGH NC 27604 1065535 false X WWW.BENCHMARKSNC.ORG X 1977 NC BENCHMARKS IS AN ALLIANCE OF 85+ N.C. AGENCIES SUPPORTING CHILDREN, ADULTS, AND FAMILIES IN N.C. WHO NEED SUPPORT IN THE AREAS OF: MENTAL HEALTH, CHILD......(CON'T ON SCHED O) 12 12 6 11 0 588425 764202 267335 267864 1209 4087 10146 29382 867115 1065535 0 0 0 0 394418 446507 0 0 3372 425606 444475 820024 890982 47091 174553 448130 610144 93890 81351 354240 528793 X BENCHMARKS IS AN ALLIANCE OF NATIONALLY ACCREDITED AGENCIES COMMITTED TO PROVIDING QUALITY CARE, LEADERSHIP, AND ACCOUNTABILITY IN SERVICES TO CHILDREN, ADULTS, AND FAMILIES IN NORTH CAROLINA. false false 792537 267864 BENCHMARKS IS AN ALLIANCE OF 85+ MEMBER ORGANIZATIONS WHOSE MISSIONS, GENERALLY, ARE TO SUPPORT NORTH CAROLINA'S MOST VULNERABLE CHILDREN, ADULTS, AND FAMILIES, WHO EXPERIENCE NEGLECT, ABUSE, AND/OR REQUIRE TREATMENT FOR MENTAL HEALTH-RELATED DISORDERS, INTELLECTURAL/DEVELOPMENTAL DISABILITIES, OR SUBSTANCE ABUSE. THROUGH THE COLLECTIVE VOICE OF ITS MEMBERS, BENCHMARKS AGAIN THIS YEAR ADVOCATED FOR AND PROMOTED QUALITY WELFARE SERVICES FOR CHILDREN, ADULTS, AND FAMILIES THROUGHOUT THE STATE. BENCHMARKS' MISSION IS ACCOMPLISHED THROUGH A UNIFIED VOICE, COLLECTIVE EXPERIENCE, TRAINING, SHARING BEST PRACTICES, COLLECTION OF DATA, AND PARTNERSHIP WITH THE STATE DEPARTMENT OF HEALTH AND HUMAN SERVICES LEADERSHIP. THIS YEAR, AS IN PAST YEARS, BENCHMARKS WAS INTEGRAL IN THE PREVENTION OF SIGNIFICANT STATE FUNDING CUTS FOR MH/IDD/SAS AND CHILD WELFARE SERVICES. BENCHMARKS SPONSORED LEGISLATION IN THIS YEAR'S LEGISLATIVE SESSION THAT DIRECTLY SUPPORTED SERVICES OF ITS MEMBERSHIP AND BENEFITED NORTH CAROLINA'S CHILDREN, ADULTS, AND FAMILIES. 792537 true true false true false false false false false true true false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 10 0 true 6 true false false false false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true false false X X MS BETH BERNGARTT 9198281864 2609 ATLANTIC AVE SUITE 105 RALEIGH NC 27604 BRUCE STANLEY TRUSTEE 0.5 X 0 0 0 PEGGY TERHUNE TRUSTEE 0.5 X 0 0 0 MARK UPRIGHT TRUSTEE 0.5 X 0 0 0 VICKIE YELVERTON TRUSTEE 0.5 X 0 0 0 CHERENE ALLEN-CARACO TRUSTEE 0.5 X 0 0 0 JIM SHAHEEN TRUSTEE 0.5 X 0 0 0 CELESTE DOMINGUEZ TRUSTEE 0.5 X 0 0 0 CRAIG BASS CHAIR 0.5 X 0 0 0 KEITH HENRY SECRETARY 0.5 X 0 0 0 FRED WADDLE TREASURER 1.0 X 0 0 0 CINDY DAVIS-BRYANT CO-CHAIR 0.5 X 0 0 0 KAREN MCLEOD PRESIDENT/CEO 40.0 X 123871 13988 123871 0 13988 1 false false false 0 460675 303527 764202 ONLINE TRAINING 611430 224779 224779 REGISTRATION FEES 611710 43085 43085 267864 4087 4087 0 493 493 0 0 0 0 0 0 0 MISCELLANEOUS 611710 28889 28889 28889 1065535 296753 4580 X 0 0 0 0 121632 113726 7298 608 0 240254 187032 51378 1844 25870 23431 2259 180 23281 21182 1960 139 35470 29612 5623 235 0 0 12608 12608 39750 39750 0 0 97105 97105 0 7172 5946 1207 19 10011 8340 1632 39 0 23645 16381 6998 266 16791 16791 0 30884 29313 1571 0 0 18000 18000 4814 4019 763 32 CONSULTING & TRAINING 130473 130473 ONLINE TRAINING 40091 40091 EQUIPMENT MAINTENANCE 4457 3558 889 10 MISCELLANEOUS EXPENSE 8674 7787 887 890982 792537 95073 3372 34293 5482 370742 583816 0 0 10682 5602 0 0 0 0 0 0 0 0 5135 5966 61594 54094 25500 7500 0 0 0 0 0 0 0 0 1778 1778 448130 610144 11303 90 0 0 62351 57238 0 0 0 0 0 0 0 0 0 0 20236 24023 93890 81351 X 214382 306332 127358 209961 12500 12500 354240 528793 448130 610144 174553 X X false true true false X 571914 400005 396079 588425 764202 2720625 0 0 571914 400005 396079 588425 764202 2720625 846714 1873911 11433 10234 10354 1209 4087 37317 0 8878 14701 2699 10146 28889 65313 2823255 705103 0.66374 0.65970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64807 64807 826175 890982 158647 39662 85610 118243 148004 158647 510504 765756 19201 58466 49287 64807 191761 21403 29561 37001 39662 127627 191441 LOBBYING EXPENSES BENCHMARKS DOES NOT PARTICIPATE IN ANY ACTIVITY IN SUPPORT OF OR OPPOSITION OF CANDIDATES FOR PUBLIC OFFICE. HOWEVER, BENCHMARKS DOES ADVOCATE ON PUBLIC POLICY MATTERS THAT AFFECT CHILDREN'S, ADULTS', AND FAMILIES' WELL-BEING. BENCHMARKS' PRESIDENT/CEO, ITS PROGRAM & POLICY SPECIALIST/COO, AND ITS GOVERNMENT CONSULTANT ARE REGISTERED LOBBYISTS. 25910 92 26002 25366 1066 522 25910 26943 1196 2773 25366 32953 3990 10000 26943 27424 5529 32953 0.51930 0.48070 0.00000 false false 7594 7594 0 54000 93000 7500 7500 0 ACCRUED VACATION 24023 24023 X 1074869 9334 9334 1065535 1065535 900316 9334 9334 890982 890982 ENDOWMENT FUNDS THE FUND WAS ESTABLISHED TO RECOGNIZE THE ENORMOUS CONTRIBUTIONS OF ROBERT A. MAYER TO THE BETTERMENT OF CHILDREN AND FAMILIES THROUGH TRAINING AND EDUCATION OPPORTUNITIES FOR ASSOCIATION MEMBERS AND THEIR STAFF. FIN 48 FOOTNOTE THE ASSOCIATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE STATUTES. ACCORDINGLY, NO INCOME TAXES HAVE BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. TAX YEARS ENDING DECEMBER 31, 2010 THROUGH DECEMBER 31, 2013 REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES AS OF THE DATE OF THIS REPORT. DESCRIPTION OF ORGANIZATION MISSION (CONTINUED) WELFARE, INTELLECTUAL/DEVELOPMENTAL DISABILITIES, AND SUBSTANCE ABUSE -- SO THAT THESE CITIZENS CAN REALIZE THEIR FULL POTENTIAL, CONTRIBUTE TO THEIR COMMUNITIES, AND LIVE LIVES OF HOPE AND HEALTH. BENCHMARKS IS COMMITTED TO LEADERSHIP, QUALITY, AND ACCOUNTABILITY. BENCHMARKS PROVIDES AN ARRAY OF EDUCATION, COMMUNICATION, AND SUPPORT SERVICES TO MEMBER AGENCIES ACROSS NORTH CAROLINA, AND WORKS IN PARTNERSHIP WITH STATE AND LOCAL HUMAN SERVICES NETWORKS TO ACHIEVE THE BEST OUTCOMES FOR THE STATE'S MOST VULNERABLE CHILDREN, ADULTS, AND FAMILIES. 990 REVIEW THE FORM 990 IS REVIEWED AND APPROVED BY THE BOARD-DESIGNATED FINANCE COMMITTEE ALONG WITH BENCHMARKS' ANNUAL AUDIT. THE FORM 990 AND THE FINANCE COMMITTEE'S RECOMMENDATIONS ARE PRESENTED TO THE FULL BOARD OF TRUSTEES FOR FINAL APPROVAL PRIOR TO FILING. CONFLICTS OF INTEREST THE PRESIDENT/CEO IS RESPONSIBLE FOR CONTINUALLY MONITORING FOR COMPLIANCE WITH THE BENCHMARKS CONFLICT OF INTEREST POLICY. NOMINEES FOR BOARD OF TRUSTEES VACANCIES ARE SCREENED TO DETERMINE IF ANY POTENTIAL CONFLICT OF INTEREST EXISTS. UPON ELECTION AND ANNUALLY, TRUSTEES ARE REQUIRED TO SIGN AN AFFIRMATION ACKNOWLEDGING RECEIPT OF THE CONFLICT OF INTEREST POLICY AND THAT THEIR APPOINTMENT TO THE BOARD OF TRUSTEES IS NOT IN VIOLATION OF THIS POLICY. THE PRESIDENT/CEO, ALONG WITH THE COO, ARE RESPONSIBLE FOR ALL HIRING. ALL EMPLOYEES ARE REQUIRED TO READ AND AFFIRM THAT NO CONFLICT OF INTEREST EXISTS THROUGH THEIR EMPLOYMENT WITH BENCHMARKS. CEO'S COMPENSATION THE COMPENSATION PROVIDED TO THE PRESIDENT/CEO OF BENCHMARKS IS DETERMINED SOLELY BY THE BOARD OF TRUSTEES. ANNUALLY, THE CHAIRMAN OF THE BOARD OF TRUSTEES CONDUCTS AN EVALUATION OF THE PRESIDENT/CEO, INCLUDING CONSULTATION OF COMPARABILITY DATA, TO DETERMINE THE CEO'S COMPENSATION. CONTEMPORANEOUS RECORDS OF THEIR DECISIONS ARE MADE AND KEPT IN BENCHMARKS' PERSONNEL FILES. FOR ALL OTHER BENCHMARKS EMPLOYEES, THE PRESIDENT/CEO, ALONG WITH THE COO, HAS FULL RESPONSIBILITY FOR THEIR HIRING, SUPERVISION, EVALUATION AND DISCHARGE. EMPLOYEES. AVAILABILITY OF GOVERNING DOCUMENTS, ETC. THE ORGANIZATION MAKES ITS FORM 1023 AVAILABLE VIA ITS WEBSITE. THE 990 IS AVAILABLE FOR PUBLIC INSPECTION VIA THE GUIDESTAR WEBSITE, OR BY SPECIFIC REQUEST. THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA REQUEST APPROVED BY THE BOARD OF TRUSTEES. AUDIT OVERSIGHT THE ASSOCIATION'S FINANCE COMMITTEE ASSUME RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990 PART IX LINE 11G DESCRIPTION:PARTNERING FOR EXCELLENCE EVAL TOTAL FEES:50902 FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL SOCIAL SERVICES TOTAL FEES:20896 FORM 990 PART IX LINE 11G DESCRIPTION:STRATEGIC PLANNING SERVICES TOTAL FEES:15679 FORM 990 PART IX LINE 11G DESCRIPTION:CHILD WELFARE RESEARCH SERVICE TOTAL FEES:8091 FORM 990 PART IX LINE 11G DESCRIPTION:MISCELLANEOUS SERVICES TOTAL FEES:1537