2023-12-21T13:19:35-06:00 2023-06-30 953001179 WINDES INC PO BOX 87 LONG BEACH CA 90801 990 2022-07-01 951992702 BIG BROTHERS BIG SISTERS OF ORANGE COUNTY AND THE INLAND EMPIRE INC BIGB 7145447773 1801 E EDINGER AVENUE 101 SANTA ANA CA 92705 LAURIE PETERSON CHIEF FINANCIAL OFFICER 7146197012 2023-12-18 1 LAURIE PETERSON 999009999 1 DONITA JOSEPH P00286656 5624351191 2023-12-18 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BIG BROTHERS BIG SISTERS OF ORANGE COUNTY SLOANE KEANE 1801 E EDINGER AVENUE 101 SANTA ANA CA 92705 9008564 0 X WWW.OCBIGS.ORG WWW.IEBIGS.ORG X 1958 CA TO ENRICH THE LIVES OF CHILDREN AND YOUTH THROUGH A PROFESSIONALLY SUPPORTED ONE-TO-ONE RELATIONSHIP WITH A MENTOR. 36 36 114 2845 0 0 12011633 8442345 0 0 28299 218068 187540 -438474 12227472 8221939 0 0 0 0 5014676 6392268 0 0 637505 1768640 2060093 6783316 8452361 5444156 -230422 23887235 25127277 7019210 7174575 16868025 17952702 X TO HELP CHILDREN REACH THEIR POTENTIAL THROUGH A PROFESSIONALLY SUPPORTED ONE-TO-ONE MENTORING RELATIONSHIP THAT HAS MEASURABLE IMPACT. 0 0 6985206 WE PROVIDE PROFESSIONALLY SUPPORTED AND CASE MANAGED ONE-TO-ONE MENTORS (BIGS) FOR UNDERSERVED ORANGE, RIVERSIDE, AND SAN BERNARDINO COUNTY YOUTH AND YOUNG ADULTS (LITTLES) AGES 6-24. MENTORS AND MENTEES BUILD RELATIONSHIPS THROUGH ACTIVITIES THAT SUPPORT THEIR EDUCATIONAL SUCCESS, SOCIAL EMOTIONAL HEALTH, SOCIAL CONNECTION AND BELONGING, AND POSITIVE BEHAVIOR AND CHOICES. THE DEVELOPMENT OF A STRONG AND ENDURING RELATIONSHIP GUIDES YOUTH TOWARD SUCCESS AND SELF-SUFFICIENCY, WITH GOALS THAT INCLUDE COMPLETION OF POSTSECONDARY EDUCATION, PREPARATION FOR SUCCESSFUL CAREERS, AND THE ABILITY TO LIVE LONG AND HEALTHY LIVES. WE PROVIDE MENTORING THROUGH TWO MODELS - COMMUNITY BASED AND SITE BASED. THE COMMUNITY BASED MENTORING INCLUDES BIG COUPLES; SITE BASED MENTORING INCLUDES SCHOOL BASED MENTORING OR "HIGH SCHOOL BIGS", WORKPLACE MENTORING AND COLLEGE BIGS. 6985206 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 19 0 1 114 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 36 36 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X LAURIE PETERSON 7146197012 1801 E EDINGER AVENUE 101 SANTA ANA CA 92705 HENRY WALKER BOARD CHAIR 3.00 0.50 X X 0 0 0 ERIN BOYL TREASURER 1.00 X X 0 0 0 CAROLINE SABO SECRETARY 2.00 X X 0 0 0 CARY HYDEN VICE CHAIR 2.00 X 0 0 0 PATTY ARVIELO DIRECTOR 1.00 X 0 0 0 MATT BAILEY DIRECTOR 1.00 X 0 0 0 KURT BELCHER DIRECTOR 1.00 X 0 0 0 PHIL BERRY DIRECTOR 1.00 X 0 0 0 STEVE BLANC DIRECTOR 1.00 X 0 0 0 STEVE BOROWSKI DIRECTOR 1.00 X 0 0 0 TIM CROSSON DIRECTOR 2.00 4.00 X 0 0 0 BRIAN DAVIS DIRECTOR 2.00 0.50 X 0 0 0 PETER DESFORGES DIRECTOR 1.00 X 0 0 0 MICHAEL FOX DIRECTOR 1.00 X 0 0 0 ROBERT FRIEDMAN DIRECTOR 1.00 X 0 0 0 PAUL FRUCHBOM DIRECTOR 1.00 X 0 0 0 ELLIOT GORDON DIRECTOR 2.00 X 0 0 0 CHRIS IVEY DIRECTOR 2.00 X 0 0 0 BLAKE JOHNSON DIRECTOR 1.00 X 0 0 0 GUY JOHNSON DIRECTOR 1.00 X 0 0 0 JOE JULIANO DIRECTOR 1.00 X 0 0 0 JASON KROTTS DIRECTOR 1.00 0.50 X 0 0 0 JACQUELINE GUSTAFSON DIRECTOR 2.00 X 0 0 0 JOHN LENELL DIRECTOR 1.00 X 0 0 0 DAVE MOELLENHOFF DIRECTOR 1.00 X 0 0 0 NAVIN NARANG DIRECTOR 1.00 X 0 0 0 SCOTT NELSON DIRECTOR 1.00 X 0 0 0 TODD PICKUP DIRECTOR 1.00 X 0 0 0 CHRIS REEDY DIRECTOR 1.00 X 0 0 0 TOM REYES DIRECTOR 1.00 X 0 0 0 TIM RYAN DIRECTOR 1.00 X 0 0 0 BRIAN STEVENS DIRECTOR 1.00 X 0 0 0 MEITAL TAUB DIRECTOR 1.00 0.50 X 0 0 0 GUS THEISEN DIRECTOR 1.00 X 0 0 0 KIM THOMPSON DIRECTOR 1.00 X 0 0 0 BRADLEY TODD DIRECTOR 1.00 X 0 0 0 JIM PICKELL DIRECTOR (THRU 03/23) 1.00 X 0 0 0 MARILYN STEMPER DIRECTOR (THRU 03/23) 1.00 X 0 0 0 TOM DUDDY DIRECTOR (THRU 11/22) 1.00 X 0 0 0 BRENT LEE DIRECTOR (THRU 11/22) 1.00 X 0 0 0 SLOANE KEANE CHIEF EXECUTIVE OFFICER 45.00 1.00 X 305513 0 12269 LAURIE PETERSON CHIEF FINANCIAL OFFICER 43.00 2.00 X 145760 0 18814 LAURA MARCUM CHIEF OPERATING OFFICER 45.00 X 128986 0 6129 JENNIFER O'FARRELL CHIEF EXTERNAL AFFAIRS OFFICER 45.00 X 133876 0 9251 CHRISTOPHER ERKELENS VP OF MARKETING (THRU 5/2023) 45.00 X 117148 0 5581 HAZEL GONZALES VP OF PEOPLE & CULTURE 45.00 X 114639 0 7741 KEITH MATAYA VP OF IMPACT AND RESEARCH 45.00 X 108944 0 7873 1054866 0 67658 7 0 1 0 0 X 2359943 1940002 4142400 344015 8442345 218068 218068 30303 0 30303 30303 30303 251687 2359943 771625 -519938 -519938 55100 15000 40100 40100 MISCELLANEOUS 900099 11061 11061 11061 8221939 0 0 -220406 512821 306885 140961 64975 5055958 4302674 412903 340381 28567 23707 2781 2079 376461 324133 25085 27243 418461 347262 40750 30449 4368 4368 97925 3572 32689 61664 14700 536 4907 9257 23942 1032 5083 17827 60969 31313 29656 75307 65650 5135 4522 92166 79524 6858 5784 408854 391410 7350 10094 128378 128378 49288 40902 4800 3586 82720 71342 6177 5201 PROGRAM EXPENSES 896543 896543 OTHER MISCELLANEOUS FEE 74843 48631 1425 24787 NATIONAL FEES 50090 50090 8452361 6985206 829650 637505 182429 166386 6245162 3350061 1054660 1002758 36318 54084 3595158 505124 3057746 3090034 12816926 16829204 69210 73926 424784 560824 23887235 25127277 631478 654275 177940 373750 3444641 3294437 2765151 2852113 7019210 7174575 X 16639087 17952702 228938 0 16868025 17952702 23887235 25127277 -230422 1315099 0 X 0 1 X 1 0 X 7409286 5995118 7590222 12011633 8442345 41448604 7409286 5995118 7590222 12011633 8442345 41448604 478821 40969783 134317 133122 130001 58602 248371 704413 147023 40100 187123 10214 11061 21275 42361415 0.96710 0.81010 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2021 AMOUNT: $ 10,214. 2022 AMOUNT: $ 11,061. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 14700 14700 0 PART II-B, LINE 1: MVM STRATEGY GROUP PROVIDES LEGISLATIVE AND EXECUTIVE AGENCY CONSULTING SERVICES FOR AND ON BEHALF OF BIG BROTHERS BIG SISTERS ASSOCIATION OF CALIFORNIA (BBBSAC), WHICH IS COMPRISED OF APPROXIMATELY 13 OTHER BBBS AGENCIES IN CALIFORNIA. MVM PRIMARILY ANALYZES, MONITORS, AND TRACKS LEGISLATION OF INTEREST AND REPORTS DEVELOPMENTS TO THE BBBSAC. MVM ALSO COMMUNICATES POLICY POSITIONS ON BEHALF OF BBBSAC TO MEMBERS OF THE ADMINISTRATION. MVM REVIEWS THE OPERATING BUDGET WHEN IT IS RELEASED BY THE ADMINISTRATION AND SETS UP MEETINGS WITH BUDGET STAFF MEMBERS IN THE ADMINISTRATION IF NEEDED. LASTLY, MVM ALSO HELPS DIRECT BBBSAC ON ALL RELEVANT AND NECESSARY REGULATORY FILINGS. 3000000 3000000 15775 15775 0 579383 489349 90034 3090034 ADVANCE RENT DEPOSITS 2734848 LEASE LIABILITY 117265 2852113 X 9594538 1315099 57500 1372599 8221939 0 8221939 8509861 57500 57500 8452361 0 8452361 PART X, LINE 2: THE ORGANIZATION ADOPTED FASB ASC TOPIC NO. 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (ASC 740). IN ACCORDANCE WITH ASC 740, THE ORGANIZATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE CONSOLIDATED FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT OF BEING SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. TO DATE, THE ORGANIZATION HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION RECOGNIZES THE POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE. THE ORGANIZATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL PURPOSES IS THREE YEARS AND FOR CALIFORNIA IS FOUR YEARS. GALA 1944029 1854429 89600 84033 24392 131263 263013 GOLF 276258 232608 43650 24929 34785 1500 64376 3 391343 272906 118437 44019 13363 3472 82480 2611630 2359943 251687 152981 72540 136235 409869 771625 -519938 55100 0 15000 0 55100 15000 15000 40100 CA 1 0 0 0 0.00000 1.00000 LAURIE PETERSON AT BIG BROTHERS BIG SISTERS 1801 E EDINGER AVENUE NO 101 SANTA ANA CA 92705 0 1 49590 PART III, LINE 17B, REQUIRED DISTRIBUTIONS OF RAFFLE INCOME: THE CALIFORNIA REGISTRY OF CHARITABLE TRUSTS REQUIRES 90 PERCENT OF THE GROSS RECEIPTS GENERATED BY THE SALE OF RAFFLE TICKETS FOR ANY GIVEN DRAW ARE TO BE USED BY THE ELIGIBLE ORGANIZATION FOR CHARITABLE PURPOSES. THE NONCASH PRIZES REPORTED ON PART III, LINE 3 WERE DONATED TO THE ORGANIZATION, AND 100% OF THE RAFFLE PROCEEDS WERE USED FOR THE ORGANIZATION'S CHARITABLE PURPOSES. X 0 1 X X X X X X 0 0 0 0 0 0 0 0 0 SLOANE KEANE CHIEF EXECUTIVE OFFICER 243013 0 62500 0 0 0 0 0 12269 0 317782 0 0 0 LAURIE PETERSON CHIEF FINANCIAL OFFICER 125760 0 20000 0 0 0 4476 0 14338 0 164574 0 0 0 PART I, LINE 1A TRAVEL FOR COMPANIONS: THE CEO'S HUSBAND ATTENDED ONE WORK TRIP ALONG WITH THE CEO, WITH A BONA FIDE BUSINESS PURPOSE IN ATTENDING, AS HE HAD SEVERAL JOBS ASSIGNED TO HIM THROUGHOUT THE TRIP. IN ADDITION, BBBSOCIE DID NOT INCUR ANY ADDITIONAL COSTS FOR HIM TO ATTEND, AS THE ORGANIZATION DID NOT MEET OUR MINIMUM GUARANTEED PAID TEAM REQUIREMENT. X 16030 X 8 42900 MARKET QUOTATION X 7 8609 X EVENT TICKETS 87 207992 FACE VALUE X RECREATIONAL 87 65585 FACE VALUE X VACATION PACK 2 2900 FACE VALUE 0 1 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF DONATIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER AND PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE STAFF REVIEWS ANY TRANSACTIONS THAT ARE CONSIDERED A CONFLICT OF INTEREST. IF THERE IS A CONFLICT OF INTEREST SITUATION, WE ADDRESS IT IMMEDIATELY AND LOOP IN THE APPROPRIATE BOARD MEMBERS AND OTHERS IF NEEDED TO RESOLVE THE SITUATION. FORM 990, PART VI, SECTION B, LINE 15 WE HAVE A COMPENSATION COMMITTEE (OF EXPERIENCED BOARD MEMBERS) WHO REVIEW THE CEO'S SALARY AND OTHER OFFICER'S SALARY WHEN REQUESTED. THE GOVERNING BOARD APPROVES ALL MATERIAL SALARY INCREASES FOR THE CEO AND OTHER OFFICERS. THE BOARD CHAIR AND VICE CHAIR REVIEW AND APPROVE ANY MATERIAL CHANGES TO THE SALARY FOR OTHER KEY POSITIONS. THE CEO AND COO SALARY WAS REVIEWED IN JUNE 2023. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. AUDITED FINANCIAL STATEMENTS AND THE 990 ARE POSTED ON OUR WEBSITE. FORM 990, PART VIII, LINE 1E, EMPLOYEE RETENTION CREDIT: THE EMPLOYEE RETENTION CREDIT (ERC) WAS ENACTED IN MARCH 2020 BY THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT). THE ERC IS A REFUNDABLE TAX CREDIT AGAINST CERTAIN EMPLOYMENT RELATED TAXES EQUAL TO 50% OF THE QUALIFIED WAGES AN ELIGIBLE EMPLOYER PAID TO EMPLOYEES FROM MARCH 2020 THROUGH SEPTEMBER 2021. DURING THE YEAR ENDED JUNE 30, 2023, THE ORGANIZATION RECORDED $903,601 OF REFUNDABLE ERC CLAIMED UNDER PROVISIONS OF THE CARES ACT IN THE ACCOMPANYING CONSOLIDATED STATEMENT OF FINANCIAL POSITION AND CONSOLIDATED STATEMENT OF ACTIVITIES (AS WELL AS $73,410 OF IRS INTEREST RECEIVED FROM THE UNDISTRIBUTED ERC FUNDS, WHICH IS REPORTED ON LINE 3 OF PART VIII). BBBSOC QALICB INC 1801 E EDINGER AVENUE SUITE 101 SANTA ANA CA 92705 471675070 TO MANAGE THE OPERATING FACILITY OF BBBSOCIE CA 501(C)(3) LINE 12A, I BIG BROTHERS BIG SISTERS OF ORANGE COUNTY 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 BBBSOC QALICB INC K 181780 CASH BBBSOC QALICB INC Q 5000 CASH