2012-05-14T13:23:05-05:00 2011-12-31 561304727 BLACKMAN & SLOOP CPAS PA 1414 RALEIGH RD SUITE 300 CHAPEL HILL NC 27517 990 2011-01-01 561136423 BENCHMARKS BENC 9198281864 2609 ATLANTIC AVENUE NO 105 RALEIGH NC 27604 KAREN MCLEOD 9198281864 2012-05-09 1 ANDREA WOODELL EASON P00361629 9199428700 2011 2016-02-24 21:20:13Z KAREN MCLEOD 2609 ATLANTIC AVENUE NO 105 RALEIGH NC 27604 835567 0 X WWW.BENCHMARKSNC.ORG X 1977 NC BENCHMARKS IS AN ALLIANCE OF MEMBERSHIP ASSOCIATIONS ESTABLISHED UNDER ITS CURRENT ARTICLES OF INCORPORATION IN 1977. THE 75 MEMBER AGENCIES THAT COMPRISE BENCHMARKS ARE ALL ORGANIZATIONS WHOSE MISSION IS TO SUPPORT THE NEEDS OF NORTH CAROLINA'S MOST VUNERABLE CHILDREN WHO EXPERIENCE NEGLECT, ABUSE AND/OR REQUIRE TREATMENT FOR MENTAL HEALTH-RELATED DISORDERS. THROUGH THE COLLECTIVE VOICE OF ITS MEMBERS, BENCHMARKS ADVOCATES FOR AND PROMOTES QUALITY WELFARE SERVICES FOR CHILDREN, ADULTS, AND FAMILIES THROUGHOUT THE STATE. THIS MISSION IS ACCOMPLISHED THROUGH A UNIFIED VOICE, COLLECTIVE EXPERIENCE, TRAINING, SHARING BEST PRACTICES, COLLECTION OF DATA, AND PARTNERSHIP WITH STATE DEPARTMENT OF HEALTH AND HUMAN SERVICES LEADERSHIP. 13 13 5 13 0 0 400005 396079 26507 127035 11881 12101 7730 2699 446123 537914 0 0 0 0 277112 339959 0 0 3570 150936 281664 428048 621623 18075 -83709 450308 365834 56238 58409 394070 307425 X BENCHMARKS IS A NOT FOR PROFIT ORGANIZATION STRIVING, IN PARTNERSHIP WITH ITS NORTH CAROLINA CHILD AND ADULT SERVICE PROVIDER MEMBERS AGENCIES, TO STRENGTHEN SERVICES AND ADVOCATE FOR CHILDREN AND FAMILIES. 1 0 547175 127035 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. MEMBER AGENCIES OF BENCHMARKS DELIVER A BROAD CONTINUUM OF BEHAVIORAL HEALTH, CHILD WELFARE, EDUCATION, JUVENILE JUSTICE, DEVELOPMENT DISABILITIES, AND RESIDENTIAL SUPPORT SERVICES. 547175 1 1 0 1 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 0 1 8 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X PAIGE WIGGS 9198281864 2609 ATLANTIC AVENUE SUITE 105 RALEIGH NC 27604 GEORGE BRYAN 0.50 X X 0 0 0 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 ROBERT BEASLEY 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 KAREN MCLEOD 40.00 X 109408 0 12805 MARK HENSLEY JAN - JUNE 2011 40.00 X 33417 0 4714 PAIGE WIGGS JULY - PRESENT 40.00 X 24299 0 4323 167124 0 21842 1 0 0 0 0 306901 89178 396079 ONLINE TRAINING 611430 95285 95285 REGISTRATION FEES 611710 27293 27293 REGION MEETINGS 611710 4457 4457 127035 2013 2013 307741 297653 10088 10088 10088 MISCELLANEOUS 611710 2699 2699 2699 537914 127035 0 14800 188966 151738 33958 3270 117627 116379 1248 9194 8971 223 24172 21155 2717 300 55424 48773 6651 15966 14050 1916 8111 7156 955 22659 19940 2719 13143 11566 1577 10072 8863 1209 12350 11909 441 ONLINE TRAINING 47782 42048 5734 CONSULTING FEES 35400 31152 4248 CQL (COUNCIL ON QUALITY 21966 19330 2636 SPECIAL EVENTS 10647 9369 1278 28144 24776 3368 621623 547175 70878 3570 54992 77218 9018 237718 68400 0 13698 9808 2002 2002 66245 28935 1383 37310 299037 0 1778 1778 450308 365834 4267 2466 35350 40416 16621 15527 56238 58409 X 248117 239552 133453 55373 12500 12500 394070 307425 450308 365834 X -83709 -2936 X X 0 1 1 X 0 X 754980 1153125 571914 400005 396079 3276103 754980 1153125 571914 400005 396079 3276103 1245885 2030218 35244 17097 11433 10234 10354 84362 7700 1670 8878 14701 2699 35648 3396113 222073 0.59780 0.56970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58466 58466 563157 621623 118243 29561 0 0 183184 165071 85610 118243 552108 828162 7200 9696 19201 58466 94563 45796 41268 21403 29561 138028 207042 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 WHICH AFFECT CHILD WELL-BEING. THE PRESIDENT/CEO, PROGRAM & POLICY SPECIALIST, AND GOVERNMENT CONSULTANT OF BENCHMARKS ARE REGISTERED LOBBISTS. 26943 1196 2773 25366 32953 3990 10000 26943 27424 5529 32953 27424 27424 0.50720 0.49280 0.00000 0 0 20245 19991 254 46000 8944 37056 37310 ACCRUED VACATION 15527 15527 537914 621623 -83709 -2936 -2936 -86645 534978 -2936 -2936 537914 0 537914 621623 0 621623 0 621623 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: IN ACCORDANCE WITH FASB ACCOUNTING STANDARDS CODIFICATION ("ASC") 740-10 ACCOUNTING FOR INCOME TAXES, THE ASSOCIATION REFLECTS IN THE FINANCIAL STATEMENTS THE BENEFIT OF POSITIONS TAKEN IN A PREVIOUSLY FILED TAX RETURN OR EXPECTED TO BE TAKEN IN A FUTURE TAX RETURN ONLY WHEN IT IS CONSIDERED 'MORE-LIKELY-THAN-NOT'THAT THE POSITION TAKEN WILL BE SUSTAINED BY A TAXING AUTHORITY. THE ASSOCIATION EVALUATES ITS UNCERTAIN TAX POSITIONS USING PROVISIONS OF ASC 450, CONTINGENCIES. ACCORDINGLY, A LOSS CONTINGENCY IS RECOGNIZED WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. IF APPLICABLE, PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED IN GENERAL AND ADMINISTRATIVE EXPENSES. UNDER THE STATUTE OF LIMITATIONS, THE TAX RETURNS OF THE ASSOCIATION FOR 2008 THROUGH 2011 ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED TAX POSITIONS FOR THE 2008 THROUGH 2011 RETURNS, AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AND BELIEVES THERE IS NO INCOME TAX EFFECT ON THE FINANCIAL STATEMENTS. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 DURING 2011, BENCHMARKS EXPANDED THEIR SERVICES FOR ADULT MENTAL HEALTH AND INTELLECTUAL/DEVELOPMENTAL DISABILITIES AND BEGAN OFFERRING ONLINE TRAINING COURSES. THE ONLINE TRAINING COURSES ARE OFFERRED THROUGH CABHA.COM. CABHA.COM PROVIDES INFORMATION RESOURCES, EDUCATION, AND TRAINING PROGRAMS FOR THE BEHAVIORAL HEALTH COMMUNITY IN NORTH CAROLINA INCLUDING PROVIDERS, TRAINERS, AND STAKEHOLDERS, AND THE GENERAL PUBLIC. 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 AN EVALUATION BY STAFF, TO DETERMINE ANNUAL SALARY INCREASES. THE PRESIDENT/CEO HAS FULL RESPONSIBILITY FOR THE HIRING, SUPERVISION, EVALUATION OF AND DISCHARGE OF ALL BENCHMARK EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 1023 AVAILABLE VIA ITS WEBSITE. THE ORGANIZATION MAKES ITS 990 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -2,936. 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.