2024-07-15T12:02:53-05:00 2023-08-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2022-09-01 910673185 BIG BROTHERS BIG SISTERS OF PUGET SOUND BIGB 2064569789 12600 SE 38TH STREET SUITE 150 BELLEVUE WA 98006 MARSH KELLEGREW CFO 2064569789 2024-07-14 1 MARSH KELLEGREW XXX-XX-XXXX 1 ALLEN GILBERT CPA P01380103 4252506100 2024-07-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X ALONDA WILLIAMS 12600 SE 38TH STREET SUITE 150 BELLEVUE WA 98006 4460959 0 X WWW.INSPIREBIG.ORG X 1957 WA TO CREATE AND SUPPORT 1-TO-1 MENTORING RELATIONSHIPS THAT IGNITE THE POWER AND PROMISE OF YOUTH. 25 25 54 1216 0 0 7101997 3566099 23508 0 11651 120951 10702 -137327 7147858 3549723 0 0 0 0 2237441 2641134 44750 45500 909760 1172914 1358582 3455105 4045216 3692753 -495493 8383591 8115617 429970 516177 7953621 7599440 X BIG BROTHERS BIG SISTERS OF PUGET SOUND CREATES AND SUPPORTS 1-TO-1 MENTORING RELATIONSHIPS THAT IGNITE THE POWER AND PROMISE OF YOUTH. IT IS OUR VISION THAT ALL YOUTH ACHIEVE THEIR FULL POTENTIAL. 0 0 2450067 0 0 SEE SCHEDULE O 2450067 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 36 0 1 54 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 X X X F MARSH KELLEGREW 2064569789 12600 SE 38TH STREET SUITE 150 BELLEVUE WA 98006 BRIAN HAYDEN SECRETARY 4.00 X X 0 0 0 PETER FONFARA VICE CHAIR 4.00 X X 0 0 0 PAT OGAWA BOARD CHAIR 4.00 X X 0 0 0 STEPHEN MCKAY TREASURER 4.00 X X 0 0 0 JENNIFER ANDREWS BOARD MEMBER (THRU 12/2022) 2.00 X 0 0 0 TIMOTHY BARBER BOARD MEMBER (THRU 12/2022) 2.00 X 0 0 0 GAVIN BARTLETT BOARD MEMBER 2.00 X 0 0 0 ROB BENNETT BOARD MEMBER (THRU 12/2022) 2.00 X 0 0 0 JENNIFER BITZER BOARD MEMBER (THRU 12/2022) 2.00 X 0 0 0 CATHERINE CAPTAIN BOARD MEMBER 2.00 X 0 0 0 MARIA CARBULLIDO BOARD MEMBER 2.00 X 0 0 0 KEVIN CAROTHERS BOARD MEMBER 2.00 X 0 0 0 FAYE CHESS BOARD MEMBER 2.00 X 0 0 0 KEVIN CONKLIN BOARD MEMBER 2.00 X 0 0 0 DAMON DANIELS BOARD MEMBER 2.00 X 0 0 0 IAN FLATT BOARD MEMBER 2.00 X 0 0 0 NOAH FLETCHER BOARD MEMBER 2.00 X 0 0 0 PETE GOSSIN BOARD MEMBER (THRU 12/2022) 2.00 X 0 0 0 MAURICE JAMES BOARD MEMBER 4.00 X 0 0 0 LIONEL LEE BOARD MEMBER (THRU 12/2022) 2.00 X 0 0 0 ENGEL LEE BOARD MEMBER (THRU 12/2022) 2.00 X 0 0 0 STEPHEN LOZANO BOARD MEMBER 2.00 X 0 0 0 BOBBY MOORE BOARD MEMBER 2.00 X 0 0 0 J OFORI AGBOKA BOARD MEMBER 2.00 X 0 0 0 BRYCE PHILLIPS BOARD MEMBER 2.00 X 0 0 0 DAN ROSALES BOARD MEMBER 2.00 X 0 0 0 PETER SALADINO BOARD MEMBER (THRU 12/2022) 2.00 X 0 0 0 KELLY SOUZA BOARD MEMBER 2.00 X 0 0 0 JONI WICKLINE BOARD MEMBER 2.00 X 0 0 0 GINA WILLIAMS BOARD MEMBER 2.00 X 0 0 0 MARSH KELLEGREW CHIEF OPERATIONS AND FINANCIAL OFFICER 45.00 X 134950 0 33467 ALONDA WILLIAMS CEO 45.00 X 198304 0 9019 333254 0 42486 2 0 1 0 0 840984 762861 1962254 145449 3566099 120951 120951 90100 840984 287749 -197649 -197649 669290 623487 45803 45803 OTHER INCOME 900999 14519 14519 14519 3549723 0 0 -16376 X 360955 252669 54143 54143 1778249 1217613 154148 406488 31158 21360 2808 6990 237426 162904 21962 52560 233346 160347 22587 50412 28414 28414 45500 45500 18392 18392 481736 178226 148049 155461 52503 4227 28198 20078 105535 43330 27895 34310 121565 92105 13083 16377 6369 4814 875 680 164787 29548 125193 10046 788 13 364 411 41056 30181 5902 4973 84683 55916 15137 13630 76976 53398 9370 14208 PARTICIPANT EXPENSES 82491 81724 95 672 VOLUNTEER EXPENSES 40633 40116 302 215 IN-KIND EXPENSES 24789 14294 2163 8332 MISCELLANEOUS EXPENSES 16940 7282 6309 3349 10925 10925 4045216 2450067 685389 909760 1065666 277278 3555121 438929 1550161 676495 21714 71206 2608 5795 144384 229519 2024906 899581 931691 1125325 1041964 5049930 70282 241140 8383591 8115617 379394 196116 50576 129511 0 190550 429970 516177 X 6948510 7087325 1005111 512115 7953621 7599440 8383591 8115617 -495493 141312 0 X X 0 1 X 1 0 X 3185689 3535800 2999619 7101997 3566099 20389204 3185689 3535800 2999619 7101997 3566099 20389204 3453889 16935315 6623 6838 1831 8664 120951 144907 9048 251 14519 23818 20557929 3014680 0.82380 0.78650 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REFUNDS AND REIMBURSEMENTS - 2018 AMOUNT: $ 9,048. 2019 AMOUNT: $ 251. 2022 AMOUNT: $ 14,519. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 23611 0 0 23611 0 PART II-B, LINE 1: THE ORGANIZATION JOINED WITH OTHER WASHINGTON STATE BBBS AFFILIATES TO HIRE A LOBBYIST TO REPRESENT BBBS BEFORE STATE LEGISLATORS WHEN DESCRIBING THE BENEFITS OF YOUTH MENTORSHIP. 298429 298429 1172844 678296 494548 1959 1959 0 435455 215234 220221 116219 4092 112127 1125325 OPERATING LEASE OBLIGATION 190550 190550 4142824 141312 497900 639212 3503612 46111 46111 3549723 4497005 497900 497900 3999105 46111 46111 4045216 PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 46,111. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 46,111. X X X X X X X 1 SHELBY LANTING 6107 188TH ST SE SNOHOMISH WA 98296 MANAGEMENT OF 2 OUT OF 3 MAJOR EVENTS: SPRING EVENT AND GOLF 0 931083 45500 885583 931083 45500 885583 WA WA GALA 735829 676279 59550 35555 55263 104892 14167 GOLF EVENT 114393 89593 24800 35129 3535 14970 2 80862 75112 5750 7200 13103 600 3335 931084 840984 90100 35555 97592 121530 14767 18305 287749 -197649 X 0 0 0 0 0 0 0 0 0 ALONDA WILLIAMS CEO 198304 0 0 0 0 0 0 0 9019 0 207323 0 0 0 MARSH KELLEGREW CHIEF OPERATIONS AND FINANCIAL OFFIC 134950 0 0 0 0 0 900 0 32567 0 168417 0 0 0 PART I, LINE 3 THE CEO SALARY IS ESTABLISHED DURING THE ANNUAL BUDGETING PROCESS AND APPROVED BY THE BOARD. X 103 34851 FMV X EVENT TICKETS 625 57173 RETAIL X AUCTION ITEMS 37 46925 RETAIL X SOFTWARE ACCESS 1 3500 RETAIL X MODEL AIRPLANE KITS 70 3000 RETAIL X BOOKS 100 1130 RETAIL 0 0 1 1 PART I, LINE 32B: THE ORGANIZATION HAS A CONTRACT TO SUPPLY DONATED CLOTHING AND HOUSEHOLD GOODS TO TVI, INC. FOR RESALE IN ITS RETAIL OUTLETS. PROCEEDS FROM THESE SALES HELP FUND THE PROGRAM WORK OF THE AGENCY. PART I, LINE 33: PROCEEDS FROM THE SALE OF DONATED CLOTHING AND HOUSEHOLD GOODS ARE REPORTED IN THE OTHER REVENUE SECTION OF FORM 990, PART VIII. FORM 990, PART III, LINE 4A BIG BROTHERS BIG SISTERS OF PUGET SOUND IS THE LARGEST ONE-TO-ONE YOUTH MENTORING ORGANIZATION IN WASHINGTON STATE AND HAS OVER 60 YEARS OF EXPERIENCE IN SUCCESSFULLY MENTORING CHILDREN. BIG BROTHERS BIG SISTERS OF PUGET SOUND'S WORK IS CENTERED ON PRINCIPLES OF JUSTICE, EQUITY, DIVERSITY AND INCLUSION. WE CELEBRATE THE RICH DIVERSITY OF OUR COMMUNITY AND BELIEVE ALL YOUNG PEOPLE SHOULD HAVE ACCESS TO CARING, SUPPORTIVE MENTORS WHO ARE TRAINED IN CULTURAL COMPETENCE. WE WELCOME YOUTH AND MENTORS OF ALL RACES, RELIGIONS, ETHNICITIES, SEXUAL ORIENTATIONS, AND GENDER IDENTITIES. WE SERVED APPROXIMATELY 1022 CHILDREN AND MENTORS IN THE PUGET SOUND AREA IN FISCAL YEAR 2023. OUR COMMUNITY-BASED, SITE-BASED, AND CAREER-CONNECTED LEARNING PROGRAMS HELP YOUNG PEOPLE FACING ADVERSITY DEVELOP HIGHER ASPIRATIONS AND SELF-CONFIDENCE, IMPROVE MENTAL HEALTH, AVOID RISKY BEHAVIORS, AND ACHIEVE EDUCATIONAL SUCCESS. WE ADHERE TO THE STRICT STANDARDS OF ONE-TO-ONE MENTORING DEVELOPED BY BIG BROTHERS BIG SISTERS OF AMERICA. KEY TO OUR SUCCESS IS HOW WE PARTNER WITH PARENTS, SCHOOL STAFF, AND SOCIAL SERVICE AGENCIES THROUGHOUT OUR COMMUNITY TO IDENTIFY YOUNG PEOPLE IN NEED AND MATCH THEM WITH CARING ADULT MENTORS. THESE MENTORING RELATIONSHIPS ARE SO TRANSFORMATIONAL THAT THEIR POSITIVE IMPACT EFFECTS THE YOUNG PEOPLE AND MENTORS WE MATCH, AS WELL AS THEIR FAMILIES, FRIENDS, AND THE COMMUNITY AT LARGE. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD, BY RESOLUTION ADOPTED BY A MAJORITY OF THE DIRECTORS IN OFFICE, MAY DESIGNATE AND APPOINT ONE OR MORE STANDING OR TEMPORARY COMMITTEES, EACH OF WHICH SHALL CONSIST OF TWO OR MORE DIRECTORS. SUCH COMMITTEES SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE CORPORATION, SUBJECT TO SUCH LIMITATIONS AS MAY BE PRESCRIBED BY THE BOARD AND AS DESCRIBED IN SECTION 6.1 OF THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PRESENTED TO THE FINANCE COMMITTEE FOR INITIAL REVIEW AND COMMENTS. ANY ADJUSTMENTS ARE MADE AND THEN GIVEN TO THE WHOLE BOARD FOR COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE IN A FIDUCIARY RELATIONSHIP WITH THE CORPORATION. DECISIONS OF THE BOARD ARE MADE IN THE BEST INTERESTS OF THE CORPORATION. WHEN A DECISION BEFORE THE BOARD COULD SERVE THE PRIVATE OR FINANCIAL INTEREST OF A DIRECTOR OR THE DIRECTOR'S EMPLOYER, DIRECTLY OR INDIRECTLY, THAT DIRECTOR MUST DISCLOSE THE CONFLICT OR POTENTIAL CONFLICT AND ABSTAIN FROM VOTING ON THE MATTER. THE BOARD, AT ITS DISCRETION, MAY PRECLUDE THE AFFECTED DIRECTOR FROM PARTICIPATING IN THE DISCUSSION OF THE MATTER. DIRECTORS MUST SIGN THE CORPORATION'S CONFLICT OF INTEREST STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 COMPARABILITY DATA FOR SIMILAR NONPROFIT ORGANIZATIONS IS USED TO DETERMINE APPROPRIATE PAY LEVELS AND IS ADJUSTED ANNUALLY AS NEEDED. DATA IS OBTAINED THROUGH LOCAL AND REGIONAL SURVEYS, INFORMATION FROM PEER ORGANIZATIONS, AND OTHER AVAILABLE DATA. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION, CONFLICT OF INTEREST POLICY, AND ANNUAL FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 178,226. MANAGEMENT AND GENERAL EXPENSES 148,049. FUNDRAISING EXPENSES 155,461. TOTAL EXPENSES 481,736. FORM 990, PART XII, LINE 2C THE PROCESS FOR SELECTING THE AUDIT FIRM HAS NOT CHANGED FROM THE PRIOR YEAR.