2026-08-12T11:40:55-05:00 2025-12-31 393647910 WIPFLI ADVISORY LLC 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2025-01-01 270914453 BERNIE'S BOOK BANK BERN 8477807323 917 NORTH SHORE DRIVE LAKE BLUFF IL 60044 KATHLEEN HOOPER DIRECTOR OF FINANCE 8477807323 2026-08-02 1 QUINN DUGAN P02267768 6082741980 2026-08-02 2025 2025-03-06 01:10:19Z KATHLEEN HOOPER 917 NORTH SHORE DRIVE LAKE BLUFF IL 60044 9950989 0 X WWW.BERNIESBOOKBANK.ORG X 2009 IL BERNIE'S BOOK BANK IS A NONPROFIT ORGANIZATION FOUNDED IN 2009 THAT PROVIDES FREE QUALITY BOOKS FOR CHILDREN, AGES BIRTH THROUGH SIXTH GRADE, TO BUILD PERSONAL LIBRARIES. BERNIE'S BOOK BANK SOURCES, PROCESSES, AND DISTRIBUTES EIGHT BOOKS ANNUALLY TO CHILDREN AT TITLE 1 SCHOOLS AND EARLY CHILDHOOD PROGRAMS. SINCE 2009 BERNIE'S BOOK BANK HAS DISTRIBUTED OVER 29 MILLION FREE CHILDREN'S BOOKS. 13 13 37 25963 0 0 6330838 9051513 0 0 52467 79132 -23643 332985 6359662 9463630 0 0 0 0 2055082 2124656 0 20809 737728 3629769 3868156 5684851 6013621 674811 3450009 7667826 13065331 2245121 4067254 5422705 8998077 X DRIVEN BY A PASSIONATE COLLECTIVE OF VOLUNTEERS AND PARTNERS, WE SUPPLY CHILDREN WHO NEED THEM WITH FREE, HIGH-QUALITY BOOKS TO BUILD IN-HOME LIBRARIES OF THEIR VERY OWN. 0 0 4605653 0 0 BERNIE'S BOOK BANK IS A SIMPLE SOLUTION TO A SOLVABLE PROBLEM: MITIGATING THE CHILDREN'S LITERACY CRISIS. WE'RE A NONPROFIT THAT TRANSFORMS CHILDREN'S LIVES THROUGH BOOK OWNERSHIP BY SOURCING, PROCESSING AND DISTRIBUTING FREE, HIGH-QUALITY BOOKS TO CHILDREN WHO NEED THEM MOST. SINCE OUR FOUNDING IN 2009, WE'VE DELIVERED MORE THAN 30 MILLION BOOKS INTO CHILDREN'S HANDS AND HOMES, INCLUDING MORE THAN 2.5 MILLION IN 2025. TODAY, WE SERVE MORE THAN 315,000 CHILDREN ANNUALLY ACROSS OUR CHICAGOLAND, GREATER MILWAUKEE AND FLORIDA SUNCOAST CHAPTERS. FUNDED BY GENEROUS DONORS AND COMMITTED COMPANIES AND FUELED BY A PASSIONATE TEAM OF PARTNERS AND VOLUNTEERS, WE BELIEVE BETTER FUTURES BEGIN WITH BOOKS.WHAT SETS US APART: WE'RE LASER-FOCUSED ON ONE THING, GETTING BOOKS INTO CHILDREN'S HANDS. THIS DRIVES WHAT WE DO EVERY DAY TO BE EFFECTIVE, EFFICIENT AND SCALABLE. WE KEEP IT SIMPLE, THREE THINGS, DONE EXCEPTIONALLY WELL.(1) WE SOURCE QUALITY NEW AND GENTLY USED CHILDREN'S BOOKS THROUGH PARTNERSHIPS WITH SCHOOLS, BUSINESSES, BOOK PUBLISHERS AND DISTRIBUTORS. BERNIE'S BOOK BANK MANAGES THE COLLECTION PROCESS, TAKING THE BURDEN OFF SCHOOLS AND PARTNER ORGANIZATIONS, MAXIMIZING DONATIONS OF QUALITY BOOKS AND MINIMIZING COSTS.(2) WE PROCESS BOOKS AT OUR PROCESSING CENTER, POWERED BY A PASSIONATE COLLECTIVE OF VOLUNTEERS OF ALL AGES AND ALL ABILITIES, INCLUDING INDIVIDUALS, COMMUNITY SERVICE GROUPS AND CORPORATE TEAMS, WHO TOGETHER CONTRIBUTED MORE THAN 46,653 HOURS IN 2025. TOGETHER THEY MOVE MOUNTAINS OF BOOKS, STICKERING, SORTING AND BAGGING THEM FOR EACH CHILD.(3) WE FOCUS ON COMMUNITIES WHERE CHILDREN ARE LEAST LIKELY TO HAVE BOOKS OF THEIR OWN, DISTRIBUTING EIGHT FREE BOOKS, EVERY YEAR, TO CHILDREN FROM BIRTH THROUGH SIXTH GRADE. PARTNERING WITH SCHOOLS THAT HAVE AT LEAST 40 PERCENT ENROLLMENT IN THE FREE OR REDUCED LUNCH PROGRAM (FRLP) OR RECEIVE WHOLE-SCHOOL TITLE I FUNDS, WE GET BOOKS INTO THE HANDS OF CHILDREN WHO NEED THEM MOST. WE ALSO REACH OUR YOUNGEST READERS THROUGH WIC (WOMEN, INFANTS AND CHILDREN) PROGRAMS. 4605653 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 37 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 IL WI X X THE ORGANIZATION 8477807323 917 NORTH SHORE DRIVE LAKE BLUFF IL 60044 BILL BIRCK BOARD CHAIR 6.00 X X 0 0 0 GEOFF SURKAMER VICE CHAIR 6.00 X X 0 0 0 MIKE HERR FINANCE CHAIR 6.00 X X 0 0 0 ERIN KIRCHNER SECRETARY 3.00 X X 0 0 0 CHRIS BEER DIRECTOR 1.00 X 0 0 0 ELISSA BOWLIN DIRECTOR 1.00 X 0 0 0 JEFF BURTELOW DIRECTOR 1.00 X 0 0 0 CRAIG CAFFARELLI DIRECTOR 1.00 X 0 0 0 NICK JONES DIRECTOR 1.00 X 0 0 0 PHIL MENZEL DIRECTOR 1.00 X 0 0 0 ERIC OLSON DIRECTOR 1.00 X 0 0 0 KRISTIE VAINIKOS STEGEN DIRECTOR 1.00 X 0 0 0 TODD WYMAN DIRECTOR 1.00 X 0 0 0 BRIAN FLORIANI FOUNDER 40.00 X 179431 0 28057 KRISTEN DANIELS EXECUTIVE DIRECTOR (THRU 10/25) 40.00 X 115818 0 2803 KATHLEEN HOOPER DIRECTOR OF FINANCE 40.00 X 51923 0 0 MARGARET LEAHY NAT. DIR. OF MARKETING & COMM./OED 40.00 X 116592 0 1838 THOMAS LACHER DIRECTOR OF IT AND OPS./OED 40.00 X 75049 0 7716 JENNA RENNO EXECUTIVE DIRECTOR - MKE 40.00 X 114231 0 832 AMY BOTT EXECUTIVE DIRECTOR - SC 40.00 X 66812 0 4284 719856 0 45530 4 0 1 0 THE DOBBINS GROUP STRATEGIC PROJECT PLAN 403 EVANSTON AVENUE LAKE BLUFF IL 60044 DESIGN AND CONSTRUCTION SERVICES 114847 1 266140 8785373 3818347 9051513 79132 79132 813006 266140 483198 329808 329808 7336 4161 3175 3175 2 2 2 9463630 0 0 412117 765386 436271 120930 208185 1132019 645251 178859 307909 20681 11788 3268 5625 70967 40450 11213 19304 135603 77294 21425 36884 58388 58388 20809 20809 106322 19774 82747 3801 69283 8921 45638 14724 79269 77568 606 1095 94124 47062 16001 31061 557261 439679 69100 48482 37121 6278 7737 23106 14032 14032 90197 71166 11184 7847 72969 59544 5653 7772 BOOK SOURCING EXPENSES 2607132 2607132 FEES 45232 6617 37491 1124 VEHICLE FLEET 36826 36826 6013621 4605653 670240 737728 381445 465852 809919 1733395 836143 2240734 1997417 2609236 43310 152620 3070916 2338331 463980 732585 1488246 1480917 1647366 3649992 7667826 13065331 237418 434331 2007703 3632923 2245121 4067254 X 2548136 4054535 2874569 4943542 5422705 8998077 7667826 13065331 3450009 125363 0 X X 0 1 X 1 0 X 5384478 5942659 6144528 6330838 9051513 32854016 5384478 5942659 6144528 6330838 9051513 32854016 4272506 28581510 431 19039 22878 52467 79132 173947 329808 329808 679 1087 56890 845 2 59503 33417274 41328 0.85530 0.84870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1488246 10000 185372 1683618 1505207 7000 126039 150000 1488246 513556 1008582 75125 92056 1505207 500000 13556 513556 0.00000 1.00000 0.00000 0 0 1827787 1800155 27632 543673 315947 227726 699456 222229 477227 732585 RIGHT OF USE ASSETS-OPERATING 3084637 BENEFICIAL INTEREST IN ENDOWMENT FUND 565355 3649992 OPERATING LEASE LIABILITIES 3412624 FINANCE LEASE LIABILITIES 220299 3632923 9981631 125363 392638 518001 9463630 0 9463630 6406259 392638 392638 6013621 0 6013621 PART V, LINE 4: THE ENDOWMENT ASSETS ARE GOVERNED BY A SPENDING POLICY THAT SEEKS TO DISTRIBUTE A SPECIFIC PAYOUT RATE OF THE ENDOWMENT BASE TO SUPPORT THE ORGANIZATION'S PROGRAMS. X X X X X 0 MISTY SIENKOWSKI 812 ISABELLA STREET WILMETTE IL 60091 GRANT WRITING 0 0 17609 0 17609 IL WI FL BIRDIES & BOOKS 617281 150000 467281 1120 40163 99561 82681 PATRICK MANNELLY AWARD 189900 10500 179400 4429 24776 0 54692 3 271965 105640 166325 13161 47913 62727 51975 1079146 266140 813006 18710 112852 162288 189348 483198 329808 X 0 0 0 0 0 0 0 1 0 BRIAN FLORIANI FOUNDER 179431 0 0 0 0 0 3931 0 24126 0 207488 0 0 0 PART I, LINE 3 COMPENSATION FOR THE CEO WAS DETERMINED BY THE BOARD OF DIRECTORS WHEN HIRED USING A COMPENSATION STUDY TO DETERMINE A SALARY RANGE. THE EXECUTIVE COMMITTEE REVIEWS, DETERMINES AND APPROVES COMPENSATION CHANGES ANNUALLY. PART I, LINE 7 SCHEDULE J, PART II, COLUMN (B)(II) REPORTS DISSCRETIONARY INCENTIVE AMOUNTS THAT WERE APPROVED BY THE BOARD BASED UPON PERFORMANCE. X 2414013 EST VALUE $1/BOOK X 8 791033 SELLING PRICE X BENEFICIAL INTEREST IN ENDOWMENT FUND 1 575000 FAIR VALUE OF UNDERL X COMPUTER HARDWARE 1 38301 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): IN PART I, COLUMN (B) THE ORGANIZATION IS REPORTING THE TOTAL NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B COPIES OF THE FORM 990 ARE DISTRIBUTED TO THE FINANCE COMMITTEE FOR REVIEW PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY BROADLY APPLIES TO EVERY DIRECTOR, OFFICER, COMMITTEE MEMBER, AND TEAM MEMBER OF BERNIE'S BOOK BANK. WITH RESPECT TO TEAM MEMBERS, ONLY THOSE WITH OFFICER-LIKE AUTHORITY (E.G., PURCHASING OR HIRING POWER) ARE REQUIRED TO FILE DISCLOSURE STATEMENTS; ALL DIRECTORS, OFFICERS AND COMMITTEE MEMBERS MUST DO SO REGARDLESS. DISCLOSURE STATEMENTS ARE INITIALLY REVIEWED BY THE APPLICABLE SUPERVISING AUTHORITY WITHIN THE ORGANIZATION'S HIERARCHY (E.G., THE CEO REVIEWS POTENTIAL CONFLICTS OF TEAM MEMBERS; THE BOARD CHAIRPERSON REVIEWS POTENTIAL CONFLICTS OF EXECUTIVE OFFICERS; ETC.). THE DETERMINATION OF WHETHER A CONFLICT OF INTEREST EXISTS IS ULTIMATELY MADE BY THE DISINTERESTED MEMBERS OF THE APPLICABLE GOVERNING BOARD OR COMMITTEE. IN DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS, THE INTERESTED PARTY MUST WITHDRAW FROM ANY MEETING WHILE THE APPLICABLE GOVERNING BODY DISCUSSES AND DETERMINES WHETHER A CONFLICT OF INTEREST EXISTS. THE INTERESTED PARTY MUST WITHDRAW FROM ANY MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT ITSELF. THE INTERESTED PARTY CANNOT VOTE ON ITS OWN COMPENSATION. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE CEO WAS DETERMINED BY THE BOARD OF DIRECTORS WHEN HIRED USING A COMPENSATION STUDY TO DETERMINE A SALARY RANGE. THE EXECUTIVE COMMITTEE REVIEWS, DETERMINES AND APPROVES COMPENSATION CHANGES ANNUALLY. COMPENSATION FOR OTHER KEY EMPLOYEES IS DETERMINED BY THE CEO AND APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 INTERESTED PERSONS CAN CONTACT THE ORGANIZATION TO OBTAIN COPIES OF FORM 990. FORM 990, PART XII, LINE 2C THERE WERE NO CHANGES TO THE AUDIT SELECTION PROCESS FROM THE PRIOR YEAR.