2024-12-09T04:24:49-06:00 2024-06-30 953001179 WINDES INC 2050 MAIN ST STE 1300 IRVINE CA 92614 990 2023-07-01 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 2024-12-02 1 1 ELEANOR A LIVINGSTON CPA MST P00226461 9498529433 2024-12-02 2023 2024-10-15 13:58:12Z BIG BROTHERS BIG SISTERS OF ORANGE COUNTY SLOANE KEANE 1801 E EDINGER AVENUE 101 SANTA ANA CA 92705 11193970 0 X WWW.OCBIGS.ORG WWW.IEBIGS.ORG X 1958 CA ENRICH THE LIVES OF CHILDREN & YOUTH THROUGH PROFESSIONALLY SUPPORTED RELATIONSHIPS WITH MENTORS. 36 36 122 2867 0 0 8442345 9802939 0 0 218068 840189 -438474 -142653 8221939 10500475 0 0 0 0 6392268 7354131 0 0 687986 2060093 2461950 8452361 9816081 -230422 684394 25127277 26671171 7174575 6805704 17952702 19865467 X TO HELP CHILDREN REACH THEIR POTENTIAL THROUGH PROFESSIONALLY SUPPORTED MENTORING RELATIONSHIPS THAT HAVE A MEASURABLE IMPACT. 0 0 8200074 WE PROVIDE PROFESSIONALLY SUPPORTED AND CASE-MANAGED MENTORS FOR UNDERSERVED YOUTH AND YOUNG ADULTS IN ORANGE, RIVERSIDE, AND SAN BERNARDINO COUNTIES, AGES 6-24. MENTORS AND MENTEES BUILD RELATIONSHIPS THROUGH ACTIVITIES THAT SUPPORT 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 COMPLETING POSTSECONDARY EDUCATION, PREPARING FOR SUCCESSFUL CAREERS, AND LIVING LONG, HEALTHY LIVES. WE OFFER MENTORING THROUGH TWO MODELS: COMMUNITY-BASED AND SITE-BASED. COMMUNITY-BASED MENTORING INVOLVES MENTORS AND MENTEES ENGAGING IN VARIOUS ACTIVITIES WITHIN THE COMMUNITY. SITE-BASED MENTORING INCLUDES SCHOOL-BASED PROGRAMS, WORKPLACE MENTORING AND COLLEGE-BASED MENTORING. 8200074 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 29 0 1 122 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 CARY HYDEN BOARD CHAIR 3.00 0.50 X X 0 0 0 MIKE FOX VICE CHAIR 2.00 X 0 0 0 CAROLINE SABO SECRETARY 2.00 X X 0 0 0 ERIN BOYL TREASURER 1.00 X 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 2.00 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 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 1.00 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 RICK TAKETA DIRECTOR 1.00 X 0 0 0 MEITAL TAUB DIRECTOR 1.00 1.00 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 HENRY WALKER DIRECTOR 1.00 0.50 X 0 0 0 PATTY ARVIELO DIRECTOR (THRU 05/2024) 1.00 X 0 0 0 SLOANE KEANE CHIEF EXECUTIVE OFFICER 45.00 1.00 X 328437 0 12513 LAURIE PETERSON CHIEF FINANCIAL OFFICER 43.00 2.00 X 169602 0 19957 LAURA MARCUM COO (UNTIL 6/2024) 45.00 X 182988 0 8063 JENNIFER O'FARRELL CHIEF EXTERNAL AFFAIRS OFFICER 45.00 X 171804 0 9042 KEITH MATAYA VP OF IMPACT AND RESEARCH 45.00 X 128070 0 8084 HAZEL GONZALES VP OF PEOPLE & CULTURE 40.00 X 128990 0 7726 1109891 0 65385 6 0 1 0 0 2272809 3408038 4122092 524618 9802939 840189 840189 448149 2272809 663495 -215346 -215346 58100 30000 28100 28100 AMORTIZATION OF LAND LEASE 900099 30303 30303 CREDIT CARD REWARDS 900099 11604 11604 CASH SURRENDER VALUE OF LIFE INS. 900099 2686 2686 44593 10500475 0 0 697536 587240 369127 140931 77182 5829260 4916186 559325 353749 28493 23519 3062 1912 427975 364345 35242 28388 481163 397168 51705 32290 4619 4619 35520 35520 14700 5754 8946 48354 48354 114904 77690 162 37052 106738 41782 64956 85509 72459 7572 5478 122072 103134 11068 7870 391965 367315 12179 12471 58527 48310 6289 3928 105929 89241 9824 6864 PROGRAM EXPENSES 1225504 1225504 NATIONAL FEES 57130 57130 90479 41410 2169 46900 9816081 8200074 928021 687986 166386 173716 3350061 2930738 1002758 1139770 54084 46226 3701702 563651 3090034 3138051 16829204 18654194 73926 82026 560824 506450 25127277 26671171 654275 666603 373750 295750 3294437 3138806 2852113 2704545 7174575 6805704 X 17952702 19865467 17952702 19865467 25127277 26671171 684394 1228371 0 X 0 1 X 1 1 1 X 5995118 7590222 12011633 8442345 9802939 43842257 5995118 7590222 12011633 8442345 9802939 43842257 345191 43497066 133122 130001 58602 248371 840189 1410285 147023 40100 28100 215223 10214 11061 44593 65868 45533633 0.95530 0.96710 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2021 AMOUNT: $ 10,214. 2022 AMOUNT: $ 11,061. 2023 AMOUNT: $ 2,686. CREDIT CARD REWARDS - 2023 AMOUNT: $ 11,604. LAND LEASE AMORTIZATION - 2023 AMOUNT: $ 30,303. 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 BBBSAC. MVM ALSO COMMUNICATES POLICY POSITIONS ON BEHALF OF BBBSAC TO MEMBERS OF THE ADMINISTRATION. MVM REVIEWS THE OPERATING BUDGET STAFF MEMBERS IN THE ADMINISTRATION IF NEEDED. LASTLY, MVM ALSO HELPS DIRECT BBBSAC ON ALL RELEVANT AND NECESSARY REGULATORY FILINGS. 3000000 3000000 30543 15775 14768 671159 547876 123283 3138051 OPERATING LEASE LIABILITY 2704545 2704545 X 11710492 1228371 30000 1258371 10452121 48354 48354 10500475 9797727 30000 30000 9767727 48354 48354 9816081 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 2037126 1813076 224050 76108 88143 92998 184794 GOLF 350889 294989 55900 26291 34065 2283 75432 3 332943 164744 168199 56650 11139 15592 2720958 2272809 448149 159049 133347 95281 275818 663495 -215346 58100 30000 0 58100 30000 30000 28100 CA 1 0 0 0 1.00000 LAURIE PETERSON AT BIG BROTHERS BIG SISTERS 1801 E EDINGER AVENUE NO 101 SANTA ANA CA 92705 0 1 52290 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 328437 0 0 0 0 0 0 0 12513 0 340950 0 0 0 LAURA MARCUM COO (UNTIL 6/2024) 182988 0 0 0 0 0 1335 0 6728 0 191051 0 0 0 LAURIE PETERSON CHIEF FINANCIAL OFFICER 169602 0 0 0 0 0 5201 0 14756 0 189559 0 0 0 JENNIFER O'FARRELL CHIEF EXTERNAL AFFAIRS OFFICER 171804 0 0 0 0 0 3508 0 5534 0 180846 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. 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 THEIR MINIMUM GUARANTEED PAID TEAM REQUIREMENT. X 4 146314 MARKET QUOTATION X AUCTION ITEMS 130 378304 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 AND EXECUTIVE LEADERSHIP TEAM BEFORE FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE LEADERSHIP STAFF REVIEW 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 BBBS HAS 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 CEO, COO AND CFO SALARY WAS LAST REVIEWED IN JUNE 2024. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE BBBS WEBSITE. 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 127951 CASH