2025-03-05T15:20:41-06:00 2023-12-31 832175462 MARSHALL JONES 30000 MILL CREEK AVE STE 340 ALPHARETTA GA 30022 990 2023-01-01 050523733 BERT'S BIG ADVENTURE INC BERT 6789298474 PO BOX 420917 ATLANTA GA 30342 MOLLY DARBY EXECUTIVE OFFICER 6789298474 2025-03-05 1 NATHAN LUMMUS P02049603 4042312001 2025-03-05 2023 2025-03-06 01:10:19Z MOLLY DARBY PO BOX 420917 ATLANTA GA 30342 1780774 0 X WWW.BERTSBIGADVENTURE.ORG X 2002 GA TO PROVIDE A MAGICAL JOURNEY TO WALT DISNEY WORLD FOR CHILDREN WITH CHRONIC AND TERMINAL ILLNESSES 4 3 4 70 0 0 1154891 1777956 0 0 2208 2818 263373 0 1420472 1780774 425931 0 0 0 241281 241872 189160 0 273253 387062 1230002 1243434 1471874 177038 308900 2296789 2582188 167234 143733 2129555 2438455 X ESTABLISHED IN 2002, BERT'S BIG ADVENTURE IS A 501(C)(3) NONPROFIT ORGANIZATION THAT PROVIDES A MAGICAL, ALL EXPENSES PAID, FIVE-DAY JOURNEY TO WALT DISNEY WORLD FOR CHILDREN WITH CHRONIC AND TERMINAL ILLNESSES AND THEIR FAMILIES. FOLLOWING THE ANNUAL TRIP, BERT'S BIG ADVENTURE PROVIDES YEAR-ROUND SUPPORT THROUGH INITIATIVES SUCH AS THE FAMILY REUNION ADVENTURES, THE FAIRY GODPARENT VOLUNTEER PROGRAM, AND ADDITIONAL CHARITABLE SERVICES. THE TRIP AND PROGRAMS CREATE A COMMUNITY OF FAMILIES THAT ESTABLISH LASTING FRIENDSHIPS WITH OTHERS FACING SIMILAR CHALLENGES. 0 0 584841 EACH YEAR, BERT'S BIG ADVENTURE PROVIDES A FIVE-DAY, ALL-EXPENSES-PAID TRIP TO WALT DISNEY WORLD FOR CHILDREN WITH CHRONIC AND TERMINAL ILLNESSES AND THEIR FAMILIES. TO QUALIFY FOR BERT'S BIG ADVENTURE, CHILDREN MUST BE BETWEEN THE AGES OF 5 AND 12, LIVE IN "THE BERT SHOW" RADIO LISTENING AREA, PROVE FINANCIAL NEED, AND HAVE NEVER BEEN TO WALT DISNEY WORLD. FROM THE LIMO RIDES AND CHARTERED FLIGHT TO THE CHARACTER-FILLED PARTIES AND PRINCESS MAKEOVERS, THE TRIP IS NOTHING SHORT OF MAGICAL. THROUGHOUT THE TRIP, EACH FAMILY IS ACCOMPANIED BY A BERT'S BIG ADVENTURE LIAISON, ALLOWING THEM TO GET THE MOST OUT OF THEIR ONCE-IN-A-LIFETIME EXPERIENCE. IN 2023, 13 CHILDREN WITH TERMINAL OR CHRONIC ILLNESSES AND THEIR FAMILIES PARTICIPATED IN THE FIVE-DAY, ALL EXPENSES PAID TRIP TO WALT DISNEY WORLD.THE NUMBER OF FAMILY MEMBERS: 54THE AVERAGE AGE OF BERT'S BIG ADVENTURE CHILDREN: 8.2 YEARS OLDGENDER STATISTICS ON CHILDREN: (MALE VS FEMALE): 54% MALE, 46% FEMALETHE NUMBER OF BERT'S BIG ADVENTURE FAMILY MEMBERS NOT LIVING IN GEORGIA: 0AVERAGE HOUSEHOLD FAMILY MEMBERS: 3.69AVERAGE HOUSEHOLD INCOME: $47,000 298754 FOLLOWING THE ANNUAL TRIP, BERT'S BIG ADVENTURE STRIVES TO FURTHER STRENGTHEN ITS ESTABLISHED COMMUNITY AND FRIENDSHIPS BY HOSTING FAMILY REUNION ADVENTURES. ALSO KNOWN AS FAMILY REUNIONS, THE EXCLUSIVE AND UNIQUE EVENTS PROVIDE THE FAMILIES WITH YEAR-ROUND OPPORTUNITIES TO ENJOY MORE VIP EXPERIENCES AND INTIMATE FAMILY TIME AWAY FROM DOCTOR VISITS AND HOSPITAL STAYS.IN 2023:THE NUMBER OF BERT'S BIG ADVENTURE CHILDREN WHO ATTENDED ONE OR MORE FAMILY REUNION ADVENTURES: 104THE NUMBER OF FAMILY MEMBERS WHO ATTENDED ONE OR MORE FAMILY REUNION ADVENTURES: 450THE AVERAGE AGE OF BERT'S BIG ADVENTURE CHILDREN ATTENDING FAMILY REUNION ADVENTURES: 13 YEARS OLDGENDER STATISTICS ON CHILDREN ATTENDING: (MALE VS FEMALE): 53% MALE, 47% FEMALETHE NUMBER OF BERT'S BIG ADVENTURE FAMILY MEMBERS NOT LIVING IN GEORGIA THAT ATTENDED ONE OR MORE FAMILY REUNION ADVENTURES: 5THE NUMBER OF BERT'S BIG ADVENTURE FAMILIES THAT HAVE LOST A CHILD THAT ATTEND (ONE OR MORE)FAMILY REUNION ADVENTURES: 4 63358 THE BERT'S BIG ADVENTURE FAIRY GODPARENT VOLUNTEER PROGRAM SUPPORTS THE ORGANIZATION'S FAMILIES WHEN A BERT'S BIG ADVENTURE CHILD IS ADMITTED TO A PARTNER HOSPITAL. THE FAIRY GODPARENT VOLUNTEERS VISIT THE CHILDREN DAILY AND PROVIDE MAGICAL MOMENTS DURING A TRYING TIME. THE CARTER'S CHARITABLE FOUNDATION GRACIOUSLY SPONSORS THIS PROGRAM. IN 2023:THE NUMBER OF CHILDREN VISITED: 14THE NUMBER OF VISITS MADE: 162 VISITSTHE AVERAGE AGE OF CHILDREN VISITED: 13 YEARS OLDGENDER STATISTICS ON CHILDREN VISITED (MALE VS FEMALE): 7 FEMALES, 7 MALESMORE THAN 60 FAIRY GODPARENT VOLUNTEERS VOLUNTEERED TIME AT MORE THAN 20 EVENTS IN 2023. 83249 A FAMILY CAN FACE COPIOUS, UNFORESEEN FINANCIAL STRUGGLES WHEN A CHILD IS DIAGNOSED WITH A CHRONIC OR TERMINAL ILLNESS. IN SOME CASES, THIS PROGRAM IS UTILIZED TO HELP FAMILIES IN NEED TO FILL THAT FINANCIAL GAP DURING TRYING TIMES. IN ADDITION, BERT'S BIG ADVENTURE RECOGNIZES THAT MANAGING A FUNERAL AFTER AN UNEXPECTED DEATH CAN MEAN ADDITIONAL STRESS FOR A FAMILY ALREADY COPING WITH GRIEF. BERT'S BIG ADVENTURE STRIVES TO PAY THE FUNERAL COSTS FOR ANY BERT'S BIG ADVENTURE CHILD THAT PASSES AWAY SO THAT THE FAMILY CAN FOCUS ON HEALING. IN 2023:9-YEAR-OLD, MALAKAI WALKER, WENT TO DISNEY WITH BERT'S BIG ADVENTURE IN 2022. HE PASSED AWAY IN JANUARY 2023.22-YEAR-OLD, LINDA CERON, PASSED AWAY IN JANUARY 2023. HER FAMILY WENT TO DISNEY WITH BERT'S BIG ADVENTURE IN 2012. OTHER PROGRAM SERVICES 83249 1030202 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 14 5 1 4 1 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 GA X X MOLLY DARBY 6789298474 PO BOX 420917 ATLANTA GA 30342 CINDY POWERS SECRETARY 5.00 X X 0 0 0 HERBERT L WEISS PRESIDENT 2.00 X X 0 0 0 KRISTIN KLINGSHIRN CHAIRMAN 5.00 X X 0 0 0 MOLLY DARBY VP/EXECUTIVE DIRECTOR 40.00 X X 82675 0 0 ASHLEY CORBAN TREASURER 2.00 X X 0 0 0 82675 0 0 0 0 0 0 DISNEY DESTINATIONS LLC 1500 EPCOT RESORTS BLVD LAKE BUENA VISTA FL 32830 TRAVEL SERVICES 146273 1 1777956 154608 1777956 2818 2818 1780774 0 0 2818 X 241872 183988 21258 36626 15498 1081 14321 96 216184 19133 68583 128468 88517 72472 7442 8603 49702 14247 27270 8185 49489 19647 14921 14921 131 131 7429 2027 3376 2026 PROGRAM EXPENSES 441259 441259 IN-KIND CONTRIBUTIONS 154608 110550 3079 40979 EVENT EXPENSES 146758 138289 160 8309 BANK CHARGES 36544 15517 5381 15646 23883 11992 2497 9394 1471874 1030202 168419 273253 1003445 2312713 1050213 19737 2520 0 131 116897 118361 106366 148594 2296789 2582188 55374 78402 111860 65331 167234 143733 X 2129555 2438455 2129555 2438455 2296789 2582188 308900 0 X 0 1 X 1 0 X 1112751 937750 1221449 1154891 1777956 6204797 1112751 937750 1221449 1154891 1777956 6204797 6204797 2412 2351 2614 2208 2818 12403 6217200 0.99800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 SECURITY DEPOSITS 85510 OTHER ASSETS 4162 RIGHT OF USE LEASE ASSET - OPERATING 58922 148594 LEASE LIABILITY 65331 65331 X 1780774 0 1780774 0 1780774 1471874 0 1471874 0 1471874 PART X, LINE 2: THE ORGANIZATION ONLY RECOGNIZES THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IF THE TAX POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON AN EXAMINATION, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT HAS ANALYZED TAX POSITIONS TAKEN FOR FILINGS WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE THE ORGANIZATION OPERATES. MANAGEMENT BELIEVES THAT INCOME TAX FILING POSITIONS WOULD BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE THAT ANY ADJUSTMENTS WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ORGANIZATION'S FINANCIAL CONDITION, RESULTS OF ACTIVITIES OR CASH FLOWS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES, FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2023. X CONTRIBUTED SERVICES 0 78854 X CONTRIBUTED GOODS 0 75754 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. THEREFORE, THIS LINE WAS ANSWERED NO IN ACCORDANCE WITH THE INSTRUCTIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND REVIEWED IN DETAIL BY THE ORGANIZATION'S TOP MANAGEMENT. THE REVIEWED FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL OFFICERS AND BOARD MEMBERS TO ANNUALLY COMPLETE AND SIGN A CONFLICT OF INTEREST QUESTIONNAIRE. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR REVIEWING THE SIGNED STATEMENTS AND ENSURING THAT INTERESTED PERSONS ARE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE BOARD CHAIR REVIEWS THE EXECUTIVE DIRECTOR'S SIGNED STATEMENT. SHOULD ANY POTENTIAL CONFLICTS OF INTEREST BE DISCLOSED, THE BOARD MEMBER OR OFFICER WOULD BE ASKED TO REFRAIN FROM PARTICIPATION IN ANY DELIBERATION OR DECISION WITH REGARD TO MATTERS AFFECTED BY THE RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS APPROVED BY THE INDEPENDENT MEMBERS OF THE BOARD. THE SALARY IS COMPARED TO SIMILAR SIZED ORGANIZATIONS WITH SIMILAR BUDGETS AND THE COMPENSATION DELIBERATION AND DECISION PROCESS IS DOCUMENTED IN THE HR FILE. FORM 990, PART VI, SECTION B, LINE 15B: THE ORGANIZATION DOES NOT COMPENSATE ANY OTHER OFFICERS OR KEY EMPLOYEES. THEREFORE, THIS LINE WAS ANSWERED NO IN ACCORDANCE WITH THE INSTRUCTIONS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 19,133. MANAGEMENT AND GENERAL EXPENSES 68,583. FUNDRAISING EXPENSES 128,468. TOTAL EXPENSES 216,184. IN ACCORDANCE WITH TREAS. REG. 301.7508A-1, THIS TAX PAYER IS CLAIMING THE RELIEF ASSOCIATED WITH HURRICANE HELENE AND REQUESTS ABATEMENT FOR ANY LATE FILING PENALTIES ASSOCIATED WITH FILING AFTER NOVEMBER 15, 2024, AND BEFORE MAY 1, 2025. TAX PAYER IS LOCATED IN THE AFFECTED AREA, AND COMPLETED FILING PRIOR TO MAY 1, 2025.IN LIGHT OF THESE CIRCUMSTANCES, WE HUMBLY REQUEST THE PENALTY FOR LATE FILING 2023 BE REMOVED.