2023-11-15T15:35:47-06:00 2022-12-31 871353108 EISNER ADVISORY GROUP LLC 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2022-01-01 231352034 BIG BROTHERS BIG SISTERS INDEPENDENCE REGION BIGB 2157909200 100 NORTH 20TH STREET 5TH FLOOR PHILADELPHIA PA 19103 MICHELLE MOLANO CHIEF OPERATING OFFICER 2157909200 2023-11-15 1 MICHELLE MOLANO 999009999 0 HELEN M MARTIN P01330899 2158818800 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X MARCUS ALLEN 100 NORTH 20TH STREET 5TH FLOOR PHILADELPHIA PA 19103 12661454 0 X WWW.INDEPENDENCEBIGS.ORG X 1915 PA TO IMPROVE THE LIVES OF CHILDREN AND STRENGTHEN COMMUNITIES THROUGH PROFESSIONALLY-SUPPORTED, ONE-TO-ONE MENTORING RELATIONSHIPS. 25 25 107 1387 0 0 5729961 10257630 0 0 125630 349174 -67231 24391 5788360 10631195 289130 149706 0 0 3104766 4978681 0 0 923510 1795536 2246679 5189432 7375066 598928 3256129 6252548 8863278 532873 552524 5719675 8310754 X TO IGNITE THE POWER AND PROMISE OF YOUTH AND CLOSE THE MENTORING GAP, BY CREATING AND SUPPORTING ONE-TO-ONE MENTORING RELATIONSHIPS AND STRENGTHENING THE QUALITY OF THE MENTORING FIELD. 0 0 4031603 149706 MENTORING SERVICES: THROUGH COMMUNITY-BASED AND SCHOOL-BASED YOUTH MENTORING PROGRAMS, MORE THAN 1,300 CHILDREN ARE SERVED ANNUALLY IN CHESTER, DELAWARE, MONTGOMERY AND PHILADELPHIA COUNTIES IN PENNSYLVANIA, AND BURLINGTON, CAMDEN AND GLOUCESTER COUNTIES IN NEW JERSEY. PROGRAM ACHIEVEMENTS INCLUDE A RATING OF THREE STARS BY CHARITY NAVIGATOR (THE NATION'S LARGEST AND MOST UTILIZED CHARITY EVALUATOR), GOLD STANDARD FOR TOP PERFORMING AGENCIES IN THE NATION, AND 1,387 CHILDREN AND MENTORS POSITIVELY IMPACTED DURING 2022. DURING 2022, OF THE CHILDREN IN YOUTH MENTORING PROGRAMS FOR 12 MONTHS OR MORE, 98% OF LITTLES AVOIDED OR CEASED SUBSTANCE USE, 94% OF LITLES STAYED ON TRACK WITH OR IMPROVED BEHAVIOR IN SCHOOL, 97% OF LITTLES KEPT OR CREATED PLANS FOR HIGH SCHOOL GRADUATION AND BEYOND. ALSO PROVIDED CAPACITY BUILDING, TRAINING & QUALITY ASSURANCE TO 345 TO 350 ORGANIZATIONS IN THE REGION 321412 AS AN AFFILIATED ORGANIZATION OF BIG BROTHERS BIG SISTERS INDEPENDENCE, MENTOR INDEPENDENCE REGION (MIR) WAS LAUNCHED IN 2015 TO EXPAND THE MENTORING FIELD'S REGIONAL CAPACITY TO REACH MORE YOUTH, AND TO PAIR THEM WITH CARING, COMMITTED ADULT MENTORS. MIR WORKS DIRECTLY WITH MENTORING PROGRAMS BY ASSISTING WITH TRAININGS, TECHNICAL ASSISTANCE, QUALITY ASSESSMENT, PROFESSIONAL NETWORKING, AND ADVOCACY. DURING 2022, 395 PROGRAMS WERE DIRECTLY SUPPORTED, 65 TRAININGS WERE DELIVERED, 1,452 ADULT PARTICIPANTS WERE TRAINED, 550 TECHNICAL ASSISTANCE HOURS WERE DELIVERED, 250 QUALITY ASSESSMENT REVIEWS WERE COMPLETED, AND APPROXIMATELY 179.000 YOUTH WERE POSITIVELY IMPACTED. MIR'S MISSION IS TO FUEL THE QUALITY AND QUANTITY OF MENTORING RELATIONSHIPS FOR GREATER PHILADELPHIA'S YOUNG PEOPLE AND TO CLOSE THE MENTORING GAP. 4353015 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 36 0 1 107 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA NJ X X MICHELLE MOLANO COO 2157909200 100 NORTH 20TH STREET 5TH FLOOR PHILADELPHIA PA 19103 STEPHEN SMITH CHAIRPERSON 2.00 X X 0 0 0 PETER C BUCKLEY VICE CHAIR 2.00 X X 0 0 0 RHONDA CATES TREASURER 2.00 X X 0 0 0 KATHY GADDES SECRETARY 2.00 X X 0 0 0 JEFF ALDI DIRECTOR 2.00 X 0 0 0 KAREN BALDRY DIRECTOR 2.00 X 0 0 0 ANDREW BENIOFF DIRECTOR 2.00 X 0 0 0 MITCHELL BENSON DIRECTOR 2.00 X 0 0 0 SCOTT BENTLEY DIRECTOR 2.00 X 0 0 0 TRICIA PATRICIA BROWN DIRECTOR 2.00 X 0 0 0 LISA CALDWELL DIRECTOR 2.00 X 0 0 0 JOSHUA DAVIDSON DIRECTOR 2.00 X 0 0 0 REBECCA DEVINE DIRECTOR 2.00 X 0 0 0 JOSEPH R GENOVESI DIRECTOR 2.00 X 0 0 0 AMY HAMILTON DIRECTOR 2.00 X 0 0 0 ALISA HARRIS DIRECTOR 2.00 X 0 0 0 TIVONNIA TJ HARVEY DIRECTOR 2.00 X 0 0 0 DONNA HIGGINS DIRECTOR 2.00 X 0 0 0 ARNOLD JOHNSON DIRECTOR 2.00 X 0 0 0 GARY JONAS DIRECTOR 2.00 X 0 0 0 ALLEN KING DIRECTOR 2.00 X 0 0 0 NATHANIEL L KOONCE II DIRECTOR 2.00 X 0 0 0 ANTHONY KYRIAKAKIS DIRECTOR 2.00 X 0 0 0 JAMES LEYDEN DIRECTOR 2.00 X 0 0 0 JOSEPH MARRONE DIRECTOR 2.00 X 0 0 0 ROHIT MEHROTRA DIRECTOR 2.00 X 0 0 0 MICHAEL PHILLIPS DIRECTOR 2.00 X 0 0 0 KELLEE RIVERS DIRECTOR 2.00 X 0 0 0 PETER WILSON DIRECTOR 2.00 X 0 0 0 MARCUS ALLEN CEO 40.00 X 240642 0 13769 MICHELLE Y MOLANO COO 40.00 X 167583 0 9170 GREGORY A BURTON VP OF MARKETING & COMMUNICATIONS 40.00 X 142223 0 6900 RICH BERRY VICE PRESIDENT, PROGRAMS 40.00 X 137240 0 0 687688 0 29839 4 0 1 0 EXPERIENCE HR INC 325 CHESTNUT STREET SUITE 1000 PHILADELPHIA PA 19106 HUMAN RESOURCE SERVICES 186706 BIG BROTHERS BIG SISTERS LEHIGH VALLEY 41 S CARLISLE ST ALLENTOWN PA 18109 PROGRAM SUBCONTRACTOR 149706 2 172500 64160 1415200 8605770 12560 10257630 105343 105343 2228481 1984650 243831 243831 243831 70000 64160 45609 24391 24391 10631195 0 0 373565 149706 149706 431163 431163 3734833 2507620 703327 523886 19129 12896 3539 2694 483960 305486 114652 63822 309596 187386 83062 39148 19425 19425 124579 124579 74400 74400 364701 62184 287298 15219 143777 135770 110 7897 405212 245263 108709 51240 30427 30427 393807 238355 105655 49797 60625 41456 12864 6305 30316 14478 14050 1788 61671 37327 16546 7798 PROGRAM AND RECRUITMENT 419123 415088 2783 1252 OTHER FUNDRASING EXPENS 78264 78264 BAD DEBT EXPENSE 40352 40352 7375066 4353015 2098541 923510 650 1548339 1987685 1697559 1626828 99472 149845 616562 524758 67722 91804 2786823 3731626 1254134 51983 21356 6252548 8863278 498307 534005 34566 18519 532873 552524 X 4562555 7826469 1157120 484285 5719675 8310754 6252548 8863278 3256129 -648502 -16548 0 X X 0 1 X 1 0 X 6770799 6515009 6134981 5729961 9572812 34723562 6770799 6515009 6134981 5729961 9572812 34723562 6121571 28601991 83535 79073 52407 47109 105343 367467 35091029 0.81510 0.95260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 0 PART II-B, LINE 1: THE ORGANIZATION PAID A LOBBYIST FOR DIRECT CONTACT WITH LEGISLATORS, THEIR STAFF, GOVERNMENT OFFICIALS OR A LEGISLATIVE BODY WITH THE PURPOSE OF PROCURING GRANT FUNDING ON BOTH THE FEDERAL AND STATE LEVEL. 35950 35950 35950 35950 35950 35950 35950 35950 35950 35950 1.00000 0 0 10000 10000 239394 222013 17381 65449 65449 0 301719 237296 64423 91804 ISHARES ESG MSCI USA LEADERS ETF 453229 F VANGUARD ULTRA SHORT BOND ETF 800905 F 1254134 OPERATING LEASE LIABILITIES 18519 18519 X 10253757 50000 50000 10203757 427438 427438 10631195 7346802 50000 50000 7296802 78264 78264 7375066 PART V, LINE 4: INCOME FROM FUNDS THAT HAVE BEEN PERMANENTLY RESTRICTED BY THE DONOR IS RESTRICTED FOR PAYMENT OF POST SECONDARY SCHOOL TUITION AND OTHER RELATED EXPENSES ONLY. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS CLASSIFIED THE ORGANIZATION AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE"); AS AN ORGANIZATION, CONTRIBUTIONS TO WHICH ARE DEDUCTIBLE UNDER SECTION 170(C) OF THE CODE; AND AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE CODE. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY, IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A GOVERNMENT AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2022 AND 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF MANAGEMENT AND GENERAL EXPENSES. THERE WERE NO INCOME TAX RELATED INTEREST AND PENALTIES RECORDED FOR EITHER OF THE YEARS ENDED DECEMBER 31, 2022 OR 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: REALIZED GAIN ON SALE OF INVESTMENTS 243,831. INTEREST AND DIVIDEND INCOME 105,343. OTHER FUNDRAISING EXPENSES 78,264. PART XII, LINE 4B - OTHER ADJUSTMENTS: OTHER FUNDRAISING EXPENSES 78,264. GOLF EVENT 134160 64160 70000 45609 134160 64160 70000 45609 45609 24391 1 BIG BROTHERS BIG SISTER OF LEHIGH COUNTY 41 S CARLISLE AVENUE ALLENTOWN PA 18109 231746895 501(C)(3) 149706 0 PROVIDE EVIDENCE-BASED MENTORING MODEL TO YOUTH IN LEHIGH COUNTY PART I, LINE 2: MONTHLY INVOICES AND QUARTERLY PROGRAM REPORTS ARE SUBMITTED TO BBBSI FROM GRANT SUB-RECIPIENTS, ALL OF WHICH ARE SUBMITTED TO GRANTOR ALONG WITH BBBSI'S MONTHLY AND QUARTERLY REPORT PACKAGES. THESE REPORTS ARE REVIEWED FOR ACCURACY OF LEVEL OF SERVICE AND FOR SPENDDOWN. X X X 0 0 0 0 0 0 0 0 0 MARCUS ALLEN CEO 240642 0 0 0 0 0 0 0 13769 0 254411 0 0 0 MICHELLE Y MOLANO COO 167583 0 0 0 0 0 2177 0 6993 0 176753 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT AUDIT COMMITTEE CONVENES TO WORK IN TANDEM WITH THE AUDITORS, ON BEHALF OF THE AGENCY AND ITS FIDUCIARY INTERESTS. THE AUDITORS REPORT THEIR FINDINGS TO THE AUDIT COMMITTEE. THE COMMITTEE REVIEWS AND APPROVES THE AUDIT REPORTS AND FORM 990. THE AUDIT COMMITTEE PRESENTS ITS REVIEW TO THE BOARD MEMBERS AND MAKES A RECOMMENDATION TO APPROVE OR DENY THE SUBMISSION OF THE REPORTS AND FORM 990. IF APPROVED, REPORTS AND FORM 990 ARE FILED ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN A CONFLICT OF INTEREST POLICY UPON JOINING THE BOARD. THE SIGNED POLICIES ARE THEN KEPT ON FILE. STAFF MEMBERS ARE REQUIRED TO REVIEW AND ACKNOWLEDGE (VIA SIGNATURE) A COPY OF THE PERSONNEL HANDBOOK CONTAINING THE CONFLICT OF INTEREST STATEMENTS ON AN ANNUAL BASIS. THESE SIGNED ACKNOWLEDGEMENTS ARE THEN KEPT IN THEIR PERSONNEL FILE FORM 990, PART VI, SECTION B, LINE 15 THE BOARD COLLECTS COMPARATIVE DATA AND REVIEWS THE CEO'S PERFORMANCE AND SETS CEO SALARY AND/OR ADJUSTMENTS ON AN ANNUAL BASIS. THE AGENCY CONDUCTS AN ANNUAL PERFORMANCE REVIEW OF ALL EMPLOYEES AND INCLUSIVE IN THE PROCESS, COLLECTS COMPARATIVE SALARY DATA BY WHICH SALARY ADJUSTMENT TARGETS AND RANGES BY POSITION ARE SET. THE BOARD OF DIRECTORS REVIEWS THE COMPARATIVE SALARY RANGE DATA AND APPROVES IT PRIOR TO AWARDING ANY EMPLOYEE COMPENSATION ADJUSTMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THE BIG BROTHERS BIG SISTERS WEBSITE. THESE DOCUMENTS ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITORS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.