2024-01-19T12:48:40-06:00 2023-06-30 362170602 WARADY & DAVIS LLP 1717 DEERFIELD RD SUITE 300S DEERFIELD IL 60015 990 2022-07-01 362681212 BIG BROTHERS BIG SISTERS OF METROPOLITAN CHICAGO BIGB 3124270637 130 S JEFFERSON ST 200 CHICAGO IL 60661 ROBERT HALLBERG BOARD CHAIR 3124270637 2024-01-19 1 ROBERT HALLBERG 999009999 0 KOSTA G TCHOBANOV P01302744 8472679600 2024-01-18 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X ROBERT HALLBERG 130 S JEFFERSON ST 200 CHICAGO IL 60661 6307250 0 X WWW.BBBSCHGO.ORG X 1967 IL CREATE AND SUPPORT ONE-TO-ONE MENTORING RELATIONSHIPS THAT IGNITE AND EMPOWER THE PROMISE OF YOUTH. 33 0 86 1436 0 0 6322097 6077301 0 0 143 229 -66533 -139613 6255707 5937917 118946 107660 0 0 3615768 3601366 0 0 699858 1595605 1897127 5330319 5606153 925388 331764 4929116 5362872 928131 1030123 4000985 4332749 X CREATE AND SUPPORT ONE-TO-ONE MENTORING RELATIONSHIPS THAT IGNITE AND EMPOWER THE PROMISE OF YOUTH. WE NURTURE CHILDREN, STRENGTHEN COMMUNITIES AND BELIEVE THAT INHERENT IN EVERY CHILD IS THE ABILITY TO SUCCEED AND THRIVE IN LIFE. 0 0 4078880 107660 BIG BROTHERS BIG SISTERS OF METROPOLITAN CHICAGO IS AN AFFILIATE OF THE OLDEST, MOST RESPECTED MENTORING ORGANIZATION IN THE US. WE ARE A MISSION DRIVEN, PERFORMANCE BASED ORGANIZATION THAT IS PROFESSIONALLY MANAGED AND PROVIDES HIGH QUALITY 1:1 MENTORING SERVICES TO ALMOST 1,400 CHILDREN IN METRO CHICAGO AND THEIR FAMILIES ACROSS FOUR COUNTIES: COOK, DUPAGE AND LAKE COUNTIES IN ILLINOIS AND INDIANA. AS METRO CHICAGO AND NORTHWEST INDIANA'S LARGEST DONOR AND VOLUNTEER SUPPORTED MENTORING NETWORK, BIG BROTHERS BIG SISTERS MAKES MEANINGFUL, MONITORED MATCHES BETWEEN ADULT VOLUNTEERS ("BIGS") AND CHILDREN ("LITTLES") FROM AGE SEVEN THROUGH HIGH SCHOOL GRADUATION. PRIVATE CORPORATE, FOUNDATION AND INDIVIDUAL CONTRIBUTIONS PROVIDE 88% OF OUR REVENUE BASE UPON WHICH WE BUILD PROGRAMMING THAT MEETS THE NEEDS OF EACH CHILD INDIVIDUALLY. OUR PROGRAMS ARE PROVEN TO KEEP KIDS IN SCHOOL, OUT OF TROUBLE AND ON THE PATH TO POST-GRADUATE SUCCESS. 4078880 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 25 0 86 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 33 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL X X TIMOTHY CORP 3122075648 560 WEST LAKE STREET 5TH FLOOR CHICAGO IL 60661 BRIAN WRUBEL PRESIDENT/CHAIRMAN 2.00 X X 0 0 0 MARK A KAUFMAN VP - FUND DEVELOPMENT 2.00 X X 0 0 0 TOBY COFFEY VP - BOARD DEVELOPMENT 2.00 X X 0 0 0 JASON M KAYE VP - PROGRAMS 2.00 X X 0 0 0 ROBERT F HALLBERG VP - TREASURER 2.00 X X 0 0 0 SANJAY PATEL VP - SECRETARY 2.00 X X 0 0 0 ANTHONY KYLES BOARD MEMBER (THROUGH 6/30/23) 1.00 X 0 0 0 ASHISH KARAMCHANDANI BOARD MEMBER 1.00 X 0 0 0 BRADFORD E BLOCK BOARD MEMBER (THROUGH 7/28/22) 1.00 X 0 0 0 CARA HARRISON BOARD MEMBER 1.00 X 0 0 0 CARRIE FALKENHAYN BOARD MEMBER 1.00 X 0 0 0 CHRISTA SMALL BOARD MEMBER 1.00 X 0 0 0 DAVID HOLLOMAN BOARD MEMBER 1.00 X 0 0 0 DAVID KIMBELL BOARD MEMBER 1.00 X 0 0 0 GARY ABRAHAMS BOARD MEMBER 1.00 X 0 0 0 JAMES S ROWE BOARD MEMBER 1.00 X 0 0 0 JAMES WYLIE BOARD MEMBER 1.00 X 0 0 0 JEFFREY B MICHALCZYK BOARD MEMBER 1.00 X 0 0 0 JOHN J COMPERNOLLE BOARD MEMBER 1.00 X 0 0 0 JOHN B HIRSCH BOARD MEMBER 1.00 X 0 0 0 JOHN A KOEPKE BOARD MEMBER 1.00 X 0 0 0 LESLIE BREWER BOARD MEMBER 1.00 X 0 0 0 LISA M YOUNG BOARD MEMBER 1.00 X 0 0 0 MANOJ MAHENTHIRAN BOARD MEMBER 1.00 X 0 0 0 RAYMOND R DENNIS BOARD MEMBER 1.00 X 0 0 0 ROBERT LIVINGSTON BOARD MEMBER 1.00 X 0 0 0 ROBERT F KIRBY BOARD MEMBER 1.00 X 0 0 0 FIYAZ KHAN BOARD MEMBER 1.00 X 0 0 0 TRAVIS KRUEGER BOARD MEMBER 1.00 X 0 0 0 XERXES K BHOTE BOARD MEMBER 1.00 X 0 0 0 DEBRA BEINSTEIN BOARD MEMBER 1.00 X 0 0 0 LUKE SCHLAFLY BOARD MEMBER 1.00 X 0 0 0 MARGARET JONES BOARD MEMBER 1.00 X 0 0 0 RICK HAMMELL BOARD MEMBER 1.00 X 0 0 0 JEREMY FOSTER EXECUTIVE DIRECTOR/CEO 60.00 X 177981 0 12382 EVERARDO FRANCO CHIEF OPERATIONS OFFICER 60.00 X 110936 0 7060 TIMOTHY CORP CHIEF FINANCIAL OFFICER 60.00 X 114931 0 10187 DAVID GEE CHIEF DEVELOPMENT OFFICER 60.00 X 167947 0 17291 571795 0 46920 4 0 1 0 0 1286042 135613 4655646 541832 6077301 158 158 34809 34738 71 71 71 154016 1286042 334595 -180579 -180579 10946 0 10946 10946 OTHER REVENUE 900099 30020 30020 30020 5937917 40966 0 -180350 107660 107660 709044 239447 188620 280977 2453829 1962454 232973 258402 22158 21068 946 144 190107 154913 16391 18803 226228 159384 29421 37423 22950 22950 89014 80519 7044 1451 173474 106670 23332 43472 60699 60699 425560 261405 137334 26821 39791 16670 20263 2858 13537 13537 62417 43975 8117 10325 83887 59700 18073 6114 PROGRAM EVENTS AND ACTI 621118 621118 PROGRAM TRANSPORTATION 72134 72134 PROGRAM SNACKS AND SUPP 63186 63186 BACKGROUND CHECKS 59890 59890 109470 48687 47715 13068 5606153 4078880 827415 699858 2124903 2550913 126594 126594 2437843 2137346 894 1369 150495 225064 710380 524681 88387 185699 0 135887 4929116 5362872 346706 379425 497766 485671 83659 165027 928131 1030123 X 836413 711750 3164572 3620999 4000985 4332749 4929116 5362872 331764 0 X X 0 1 X 1 0 X 4958674 5031945 5815652 6322097 6077301 28205669 4958674 5031945 5815652 6322097 6077301 28205669 477508 27728161 2868 2604 1813 540 158 7983 53631 30020 83651 28297303 575552 0.97990 0.97110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 126594 126594 126593 1 126594 126592 1 126593 126205 387 126592 125512 693 126205 1.00000 0 0 342690 317815 24875 188677 161965 26712 179013 44901 134112 185699 OPERATING LEASE LIABILITIES 165027 165027 X 6466228 193716 193716 6272512 -334595 -334595 5937917 6134464 193716 334595 528311 5606153 0 5606153 PART V, LINE 4: THE ORGANIZATION MAY WITHDRAW ENDOWMENT FUNDS AS DEEMED NECESSARY TO SUPPORT THE STABILITY OF THE ORGANIZATION AND THE QUALITY OF THE ORGANIZATION'S PROGRAMS WITH REQUIRED REPAYMENTS BY THE END OF THE NEXT FISCAL YEAR. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE GUIDANCE IN THE FASB CODIFICATION TOPIC RELATED TO UNCERTAINTY IN INCOME TAXES WHICH PRESCRIBES A COMPREHENSIVE MODEL FOR RECOGNIZING, MEASURING, PRESENTING AND DISCLOSING IN THE FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT THE ORGANIZATION HAS TAKEN OR EXPECTS TO TAKE IN ITS TAX RETURNS. UNDER THE GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS "MORE LIKELY THAN NOT" THAT IT IS SUSTAINABLE, BASED ON ITS TECHNICAL MERITS. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION SHOULD BE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH A TAXING AUTHORITY HAVING FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE POSITIONS TAKEN ON ITS RETURNS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -334,595. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 334,595. TAILGATE PARTY 335860 321531 14329 9080 11360 35599 7480 5911 GOLF CLASSIC 500140 418140 82000 30257 4889 31075 27272 4268 8 604058 546371 57687 25183 578 52688 61552 27403 1440058 1286042 154016 64520 16827 119362 96304 37582 334595 -180579 1 ACADEMIC ENRICHMENT 50 56716 SITE BASED ACTIVITIES/FIELD TRIPS 570 13519 MATCH ACTIVITIES 627 37054 ACADEMIC TUTORING 2 371 PART I, LINE 2: APPLICATIONS ARE RECEIVED FROM QUALIFYING INDIVIDUALS FOR FUNDS FOR PROGRAM ACTIVITIES AND APPROVED BY A REPRESENTATIVE COMMITTEE. THE ORGANIZATION RECEIVES ITEMIZED RECEIPTS/INVOICES FROM THE QUALIFYING INDIVIDUALS BEFORE THE FUNDS WILL BE DISBURSED, THUS ENSURING THE FUNDS ARE USED FOR THE INTENDED PURPOSE. X X 0 0 0 0 0 0 0 0 0 JEREMY FOSTER EXECUTIVE DIRECTOR/CEO 177981 0 0 0 0 0 1720 0 10662 0 190363 0 0 0 DAVID GEE CHIEF DEVELOPMENT OFFICER 167947 0 0 0 0 0 5107 0 12184 0 185238 0 0 0 X 4 34738 FMV X PROGRAM ACTIVITIES & TICKETS 900 481250 FMV X PROGRAM SNACKS AND SUPPLIES 16 18844 FMV X SPECIAL EVENT FOOD & BEVERAGE 1 7000 FMV 0 1 1 PART I, COLUMN (B): THE AMOUNTS ON SCHEDULE M REPRESENT THE NUMBER OF DONATIONS. PART I, LINE 32B: AN INVESTMENT BROKER IS USED TO SELL SHARES OF STOCK DONATED TO THE ORGANIZATION AT THE TIME OF DONATION. FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 WAS REVIEWED BY THE FINANCE COMMITTEE AS REPRESENTATIVES OF THE BOARD OF DIRECTORS PRIOR TO FILING. ADDITIONALLY, THE COMPLETE FORM 990 WAS PROVIDED TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL BOARD MEMBERS ANNUALLY FOR THEIR REVIEW, DISCLOSURES OF ANY CONFLICTS AND SIGNATURES. THE CEO, BOARD DEVELOPMENT AND FINANCE COMMITTEE MEMBERS MONITOR COMPLIANCE AND RECEIVE REGULAR UPDATES REGARDING MEMBER REVIEW AND COMPLIANCE. ANY CONFLICTS DISCLOSED ARE DISCUSSED AND DEALT WITH BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A WHEN HIRING THE CEO AND THEREAFTER ON AN ANNUAL BASIS, THE BOARD WILL PERFORM A THOROUGH REVIEW TO DETERMINE SUITABLE COMPENSATION. THIS PROCESS IS TO INCLUDE A REVIEW OF COMPARABILITY DATA FROM BIG BROTHERS BIG SISTERS OF AMERICA AND LOCAL SALARY SURVEYS BY THE ORGANIZATION'S BOARD OF DIRECTORS. COMPARABILITY DATA INCLUDES COMPENSATION SURVEYS AND 990'S OF SIMILAR ORGANIZATIONS. THE PROCESS FOR OTHER KEY EMPLOYEES AND OFFICERS (COO, CDO & CFO) VARIES IN THAT THE BOARD IS NOT DIRECTLY INVOLVED IN THE PROCESS. ALTHOUGH INDIVIDUAL BOARD MEMBERS MAY BE CONSULTED DURING THE PROCESS (IE. BOARD CHAIR, FINANCE COMMITTEE CHAIR, ETC), COMPENSATION IS ULTIMATELY DETERMINED BY THE CEO AS PART OF THE ANNUAL PERFORMANCE REVIEW/APPRAISAL PROCESS THAT ALL BBBSMC EMPLOYEES PARTICIPATE IN. FORM 990, PART VI, SECTION C, LINE 19 BIG BROTHERS BIG SISTERS OF METROPOLITIAN CHICAGO WILL PROVIDE THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY TO THE PUBLIC UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.