2026-05-12T13:49:56-05:00 2025-06-30 561131459 Stancil PC 4909 Windy Hill Drive Raleigh NC 27609 990 2024-07-01 460471896 First In Families of North Carolina FIRS 9843274227 3109 University Drive 100 Durham NC 277073779 KATHRYN BUNN EXECUTIVE DIRECTOR 9843274227 2026-05-12 1 0 Nicholas Lombardi Jr P00741321 9198721260 2026-05-12 2024 2025-03-06 01:10:19Z KATHRYN BUNN 3109 University Drive 100 Durham NC 277073779 2483072 0 X www.fifnc.org X 2001 NC Help North Carolinians' families to meet self-determined short- and long-term wellness goals, within their communities, and give back to others. 9 9 20 131 0 0 2108335 2441496 23305 19760 10428 8840 22466 6612 2164534 2476708 900906 1132974 0 0 889792 970011 0 0 32973 266888 328716 2057586 2431701 106948 45007 1201221 1368376 139750 259978 1061471 1108398 X First In Families of North Carolina (FIFNC) is a catalyst for people with disabilities and their families in NC to meet their self-defined needs by leveraging relationships and resources, and encouraging reciprocity in their communities. 2,542 short and long-term goals were met for 1,846 families impacted by IDD (Intellectual/Developmental Disabilities), Traumatic Brain Injury, Mental Health or Substance Abuse Disorder assisted statewide during the fiscal year ending June 30, 2025. Of these 1,846 families, 49% (899) were never previously served by FIFNC. 152 private NC businesses provided discounts on goods or services requested by families. 0 0 604124 324356 7551 All the FIF local Chapters help people with developmental and other disabilities to create the lives they aspire to now and for the future. Families or individuals apply for assistance to meet a short-term or long-term goal or obtain needed goods or services. Most of those assisted do not receive formal services; 1,503 families [or 81%] this year did not get help through the Medicaid waiver. In FY 25 the total Value of Direct Support to families through all thirteen local FIF chapters was $1,086,173, comprised of $600,449 in state funding, $68,562 from private businesses (discounts and donations), $80,871 from grassroots fundraisers by Chapter Leadership Teams, $178,070 from local grants, and $158,221 worth of donated goods provided to families.Families are offered opportunities to give back to other families at the time they apply for assistance or later on; reciprocity by families served ("gave back") for FY 25 was: 34 families donated goods; 102 families donated time, and 2 families donated money. FIF partners with the business community and other families previously served, to meet the need of the applicant at the lowest possible cost. Through such assistance, the need is met, and public awareness is developed as well. Each Chapter is governed by a grassroots local Chapter Leadership Team comprised of people with disabilities, their family members, and invested community members. Requests fulfilled fall into and are measured within 37 categories of support, for example, Adaptive Equipment and Parts, Sensory Support, Camp, or Assistive Technology. Requests are met through the matching of public funding with additional support from private local businesses, foundations, or private citizens. The Central Carolina, Cumberland, Johnston, Mecklenburg, and Wake chapters met 1,267 requests from 796 families last year, including 351 of whom were completely new to FIF (never previously assisted). This is an increase of 16% of met requests. 416521 223631 5206 The Statewide Cross-Area Special Program includes the Quality Assurance and Technical Assistance program (QATA), the Lifeline Project, and the Lifetime Connections program. QATA provides oversight and guidance, technical assistance, strategic planning, maintenance of strong management teams, new staff training, an annual assessment through Core Indicators of Chapter Health, and a comprehensive family support database to all 13 FIF Chapters statewide, including the 11 managed directly by FIFNC. This assistance ensures high-quality, customer-led family support and adherence to the FIF model. QATA support in FY25 included 10 on-site Chapter visits to meet with staff and management teams (policy-setting group), Nine All Chapter Staff (including affiliate chapters) videoconferences, 358 one-to-one Technical Assistance requests resolved, and 6 chapter staff training events. All Chapters scored over 80% on Core Indicators of Chapter Health (benchmark is 75% of the chapters scoring over 80%). 383338 205815 4791 The Blue Ridge, Five County, Triad, and Southern Piedmont Chapters funded through Vaya LME/MCO assisted 401 families last year, fulfilling 457 requests. 217 of these families were completely new to First In Families. These four Chapters assisted residents across 32 counties. 217937 117011 2724 FIF receives funding from NC DMH to operate the FIF- Eastern NC chapter, covering 17 counties in the Northeast and 11 counties in the Southeast. 443541 238139 5541 The Partners LME/MCO catchment area includes the Foothills chapter, and a few counties each in our Southern Piedmont and Triad chapters. Partners assisted 211 families last year, fulfilling 257 requests. These three Chapters assisted residents across 15 counties. Sandhills Chapter (funding administered through Alliance) assisted 83 families last year, fulfilling 123 requests. 22 of these families were completely new to First In Families. This Chapter assisted residents across nine counties. Eastern North Carolina chapter (funding administered through Alliance) assisted 241 families, fulfilling 241 requests in 28 counties.Amongst total families supported, 63 families in 21 counties across the state were assisted through by our Partners in Care grant initiative a partnership to provide enhanced system navigation and advocacy opportunities to families experiencing transition related stress. 44740 24022 559 Lifetime Connections provides future planning support to families who are planning for their child's or sibling's well-being when they are no longer able to provide the support and advocacy needed for successful community life. This includes two core services, Future Planning meetings, and a Personal Network for each member family. Families are assisted to put a comprehensive plan in place, including will(s), special needs trust, and letter of intent, and to develop Personal Networks for current (and future) quality of life and peace of mind. Lifetime Connections has 27 active volunteers who support Personal Networks for 10 member families in 4 counties. These volunteers provide advice, goal-setting, and friendship. 706218 379172 8824 2110201 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 14 0 20 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 0 0 NC X KATHRYN BUNN 9843274227 3109 UNIVERSITY DRIVE SUITE 100 DURHAM NC 277073779 PEGGY BALAK PRESIDENT 0.50 X X 0 0 0 LYNN HEGEDUS BOARD MEMBER 0.50 X 0 0 0 TIMOTHY FERREIRA BOARD MEMBER 0.50 X 0 0 0 DUNCAN MUNN VICE PRESIDENT 0.50 X X 0 0 0 JEAN MANKOWSKI BOARD MEMBER 0.50 X 0 0 0 JASON TUELL BOARD MEMBER 0.50 X 0 0 0 KEIRON DYCK BOARD MEMBER 0.50 X 0 0 0 MATTHEW SCHWAB BOARD MEMBER 0.50 X 0 0 0 TONI JAMES-MANUS BOARD MEMBER 0.50 X 0 0 0 KATHRYN BUNN EXECUTIVE DIRECTOR 20.00 X 0 0 0 BETSY MACMICHAEL EXECUTIVE DIRECTOR 40.00 X 82698 0 12304 82698 0 12304 0 0 0 0 0 2014903 426593 104001 2441496 PROGRAM FEES 900099 19760 19760 19760 8549 8549 6655 6364 291 291 291 MISCELLANEOUS INCOME 900099 6612 6612 6612 2476708 26372 0 8840 1132974 1132974 103556 82876 20680 690049 503236 159999 26814 13492 9845 3126 521 101121 74497 23106 3518 61793 45616 14078 2099 4200 4200 23750 23750 467 467 115838 112983 2855 12362 12362 5304 4927 377 4688 3858 830 67593 66099 1494 15715 15198 503 14 1759 1759 1978 1978 Other Program Expenses 40171 11315 28856 Staff Training 23544 23544 Postage & Delivery 3102 3088 7 7 Bad Debt Expense 2685 2685 5560 3583 1977 2431701 2110201 288527 32973 1732 100 742618 653090 357936 472799 44788 57869 2418 9307 2071 2071 0 0 6653 0 45076 175211 1201221 1368376 48325 20309 72081 70252 19344 169417 139750 259978 X 954726 1021266 106745 87132 1061471 1108398 1201221 1368376 45007 1920 0 X X 0 1 X 1 0 X 254389 210695 253977 419221 426592 1564874 254389 210695 253977 419221 426592 1564874 1564874 1792 2155 4514 9848 8549 26858 967 20736 1668 22466 6614 52451 1644183 8733802 0.95180 0.96020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 45076 3402 467 48011 42528 3046 498 45076 41215 1793 480 42528 45323 -3660 448 41215 40331 5420 428 45323 1.00000 1 0 2071 2071 0 0 Beneficial Interests in Assets Held by Others 48011 Right of Use Asset - Office Lease 127200 175211 Accrued Vacation 25542 Lease Liabilities 128436 Due to Other Organizations 15439 169417 X 2496666 1920 18505 20425 2476241 467 467 2476708 2449739 18505 18505 2431234 467 467 2431701 Part V, Line 4: The Organization's board has a policy of not spending any of the corpus until it grows to such an extent that a portion of its growth could be used to fund its programs while maintaining a sufficient corpus that can be held in perpetuity. Part X, Line 2: The Organization is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. It has been classified as an organization that is not a private foundation under Section 509(a)(2) of the Internal Revenue Code and qualifies for the 50 percent charitable contributions deduction for individual donors. If applicable, penalties and interest assessed by income tax authorities related to uncertain tax positions are included as expenses in the statement of activities. There were no interest and penalties recorded or included in the financial statements for the years ended June 30, 2025 and 2024. The Organization is not currently under examination by the Internal Revenue Service or the State of North Carolina. 1 CASH AND NON-CASH ASSISTANCE TO FAMILIES WITH MEMBERS WHO HAVE PHYSICAL OR MENTAL DISABILITIES 1846 1028973 104001 FMV CLOTHES, FURNITURE, ELECTRONICS, FOOD, ETC. Part I, Line 2: THE ORGANIZATION HAS STRICT ELIGIBILITY CRITERIA FOR ITS NEEDS BASED ASSISTANCE. THE CRITERIA, SUCH AS INCOME LEVEL, DISABILITY, AND LOCATION OF THE APPLICANT, IS PROCESSED THROUGH AN INITIAL SCREENING BY A KNOWLEDGEABLE STAFF MEMBER, AND THEN A FLOW CHART IS USED TO DETERMINE IF THE FUNDS WILL COME FROM THE STATE OR FROM OTHER CONTRIBUTORS. MOST ASSISTANCE IS GIVEN DIRECTLY TO A THIRD PARTY, AND NO MONITORING IS REQUIRED AFTER PAYMENT IS MADE. HOWEVER, IF CASH IS GIVEN DIRECTLY TO THE APPLICANT, THEN RECEIPTS ARE REQUIRED TO SHOW HOW THE MONEY WAS USED. SURVEYS ARE ALSO CONDUCTED AND SENT TO ALL INDIVIDUALS SERVED. X 40439 FAIR MARKET VALUE X 108 3534 FAIR MARKET VALUE X MISCELLANEOUS GOODS 100 28819 FAIR MARKET VALUE X DISCOUNTS & DONATED GOODS FROM BUSINESS LEVERAGING 138 23724 FAIR MARKET VALUE X GIFT CARDS 198 5946 FAIR MARKET VALUE X EDUCATIONAL SUPPLIES 1 400 FAIR MARKET VALUE 0 0 0 Form 990, Part VI, Section B, line 11b CERTAIN MEMBERS OF THE BOARD WILL REVIEW FORM 990 FOR ACCURACY BEFORE IT IS FILED. Form 990, Part VI, Section B, line 15a The organization refers to the comparability data made available by the NC Center of Nonprofits Form 990, Part VI, Section C, line 19 UPON REQUEST Form 990, Part XII, Line 2c: THE ORGANIZATION HAS A FINANCE COMMITTEE THAT OVERSEES AND ASSUMES RESPONSIBILITY FOR THE AUDIT.