2013-08-12T13:47:14-05:00 2012-12-31 561304727 BLACKMAN & SLOOP CPAS PA 1414 RALEIGH RD SUITE 300 CHAPEL HILL NC 27517 990 2012-01-01 561136423 BENCHMARKS BENC 9198281864 2609 ATLANTIC AVENUE NO 105 RALEIGH NC 27604 KAREN MCLEOD 9198281864 2013-07-26 1 ANDREA WOODELL EASON P00361629 9199428700 2012 2016-02-24 21:20:13Z KAREN MCLEOD 2609 ATLANTIC AVENUE NO 105 RALEIGH NC 27604 867115 0 X WWW.BENCHMARKSNC.ORG X 1977 NC BENCHMARKS IS AN ALLIANCE OF 80+ NATIONALLY ACCREDITED AGENCIES SUPPORTING CHILDREN, ADULTS, AND FAMILIES IN NORTH CAROLINA WHO NEED MENTAL HEALTH, CHILD WELFARE, AND DEVELOPMENTAL DISABILITIES SUPPORT SO THAT THEY CAN REALIZE THEIR FULL POTENTIAL, CONTRIBUTE TO THEIR COMMUNITIES, AND LIVE LIVES OF HOPE AND HEALTH. BENCHMARKS IS COMMITTED TO LEADERSHIP, QUALITY, AND ACCOUNTABILITY PROVIDING AN ARRAY OF EDUCATION, COMMUNICATION, AND SUPPORT SERVICES TO MEMBER AGENCIES ACROSS NORTH CAROLINA AND PARTNERSHIP WITH STATE AND LOCAL HUMAN SERVICES NETWORKS TO ACHIEVE THE BEST OUTCOMES FOR THE STATE'S MOST VULNERABLE CHILDREN, ADULTS AND FAMILIES. 11 11 5 11 0 0 396079 588425 127035 267335 12101 1209 2699 10146 537914 867115 0 0 0 0 339959 394418 0 0 7300 281664 425606 621623 820024 -83709 47091 365834 448130 58409 93890 307425 354240 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. 0 0 731265 267335 BENCHMARKS IS AN ALLIANCE OF 80+ 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 OR DISABILITIES. THROUGH THE COLLECTIVE VOICE OF ITS MEMBERS, BENCHMARKS AGAIN THIS YEAR ADVOCATED FOR AND PROMOTED QUALITY WELFARE SERVICES FOR CHILDREN, FAMILIES & ADULTS 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/DD/SAS AND CHILD WELFARE SERVICES. THE ASSOCIATION SPONSORED LEGISLATION IN THE 2012 SESSION THAT DIRECTLY SUPPORTED SERVICES OF OUR MEMBERSHIP AND BENEFITED NORTH CAROLINA'S CHILDREN, FAMILIES, AND ADULTS. 731265 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X BETH BERNGARTT 9198281864 2609 ATLANTIC AVENUE SUITE 105 RALEIGH NC 27604 CRAIG BASS 0.50 X X 0 0 0 MARGIE CHRISTOPHER 0.50 X X 0 0 0 JIM WILLIFORD 1.00 X X 0 0 0 CINDY DAVIS BRYANT 0.50 X 0 0 0 KEITH HENRY 0.50 X 0 0 0 FRED WADDLE 0.50 X 0 0 0 BRUCE STANLEY 0.50 X 0 0 0 JOHN KOPPELMEYER 0.50 X 0 0 0 JIM SHAHEEN 0.50 X 0 0 0 PEGGY TERHUNE 0.50 X 0 0 0 MARK UPRIGHT 0.50 X 0 0 0 PAIGE WIGGS JAN - JUNE 2012 40.00 X 45500 0 8400 TARA FIELDS 40.00 X 67800 0 10184 KAREN MCLEOD 40.00 X 129094 0 13549 BETH BERNGARTT 28.00 X 19182 0 0 261576 0 32133 1 0 0 0 0 365425 223000 588425 ONLINE TRAINING 611430 222189 222189 REGISTRATION FEES 611710 43809 43809 REGION MEETINGS 611710 1337 1337 267335 1209 1209 MISCELLANEOUS 611710 10146 10146 10146 867115 267335 0 11355 233821 203144 27217 3460 104239 90563 12133 1543 24535 21316 2856 363 31823 27648 3704 471 30000 30000 78761 60179 18582 6080 3191 2879 10 25363 22392 2636 335 12353 11563 690 100 19810 17211 2306 293 26767 23255 3116 396 ONLINE TRAINING 97448 97448 CONSULTATION AND TRAINI 57757 55562 2045 150 MEETINGS 27362 27362 TELECOMMUNICATIONS 9508 8430 956 122 34397 32001 2339 57 820024 731265 81459 7300 77218 34293 237718 370742 9808 10682 2002 5135 65338 39838 37310 25500 1778 1778 365834 448130 2466 11303 40416 62351 15527 20236 58409 93890 X 239552 214382 55373 127358 12500 12500 307425 354240 365834 448130 47091 -276 0 X X 0 1 X 1 0 X 1153125 571914 400005 396079 588425 3109548 1153125 571914 400005 396079 588425 3109548 999700 2109848 17097 11433 10234 10354 1209 50327 1670 8878 14701 2699 10146 38094 3197969 477728 0.65970 0.59780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49287 49287 770737 820024 148004 37001 0 0 165071 85610 118243 148004 516928 775392 9696 19201 58466 49287 136650 41268 21403 29561 37001 129233 193850 PART IV, SUPPLEMENTAL INFORMATION: PART II - A - LINE 1B - 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', & FAMILIES' WELL-BEING. BENCHMARKS' PRESIDENT/CEO, ITS PROGRAM & POLICY SPECIALIST/COO, AND ITS GOVERNMENT CONSULTANT ARE REGISTERED LOBBYISTS. 25366 1066 522 25910 26943 1196 2773 25366 32953 3990 10000 26943 27424 5529 32953 27424 27424 0.51760 0.48240 0.00000 0 0 11338 11338 0 54000 28500 25500 25500 ACCRUED VACATION 20236 20236 X 885737 18622 18622 867115 0 867115 838646 18622 18622 820024 0 820024 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND SIMILAR STATUTES OF THE STATE OF NORTH CAROLINA; THEREFORE, NO TAXES ARE REFLECTED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION'S POLICY WITH RESPECT TO EVALUATING UNCERTAIN TAX POSITIONS IS BASED UPON WHETHER MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON REVIEW BY THE TAXING AUTHORITIES, THEN THE ORGANIZATION SHALL INITIALLY AND SUBSEQUENTLY BE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT WITH A TAXING AUTHORITY THAT HAS FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. THE TAX POSITIONS MUST MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD WITH CONSIDERATION GIVEN TO THE AMOUNTS AND PROBABILITIES OF THE OUTCOMES THAT COULD BE REALIZED UPON SETTLEMENT USING THE FACTS, CIRCUMSTANCES, AND INFORMATION AT THE REPORTING DATE. THE ORGANIZATION WILL REFLECT ONLY THE PORTION OF THE TAX BENEFIT THAT WILL BE SUSTAINED UPON RESOLUTION OF THE POSITION AND APPLICABLE INTEREST ON THE PORTION OF THE TAX BENEFIT NOT RECOGNIZED. BASED UPON MANAGEMENT'S ASSESSMENT, THERE ARE NO UNCERTAIN TAX POSITIONS EXPECTED TO HAVE A MATERIAL IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEAR BEFORE 2006. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS ARE NOT CURRENTLY UNDER EXAMINATION. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE. DURING THE YEARS ENDED 2012 AND 2011, THE ORGANIZATION DID NOT RECOGNIZE ANY INTEREST OR PENALTIES. THE ORGANIZATION DID NOT HAVE ANY INTEREST OR PENALTIES ACCRUED AT DECEMBER 31, 2012 OR 2011. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED AND APPROVED BY THE BOARD DESIGNATED FINANCE COMMITTEE ALONG WITH THE ANNUAL AUDIT PRIOR TO SUBMISSION AND THEIR RECOMMENDATIONS ARE PRESENTED TO THE FULL BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THE PRESIDENT/CEO IS RESPONSIBLE FOR CONTINUALLY MONITORING FOR COMPLIANCE WITH THE BENCHMARKS CONFLICT OF INTEREST POLICY. NOMINEES FOR BOARD OF TRUSTEE'S VACANCIES ARE SCREENED TO DETERMINE IF ANY POTENTIAL CONFLICT OF INTEREST EXISTS. UPON ELECTION, 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 IS RESPONSIBLE FOR ALL HIRING. ALL EMPLOYEES ARE REQUIRED TO READ AND AFFIRM THAT NO CONFLICT OF INTEREST EXISTS THROUGH THEIR EMPLOYMENT WITH BENCHMARKS. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY AND BENEFITS PROVIDED TO THE PRESIDENT/CEO OF BENCHMARKS IS DETERMINED SOLEY 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 ANNUAL SALARY INCREASES. THE PRESIDENT/CEO HAS FULL RESPONSIBILITY FOR THE HIRING, SUPERVISION, EVALUATION OF AND DISCHARGE OF ALL OTHER BENCHMARK EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 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. FORM 990, PART XII, LINE 2C THE ASSOCATION'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS HAS NOT CHANGED FROM THE PRIOR YEAR.