2026-05-15T14:46:08-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2024-07-01 222478229 TIDES FAMILY SERVICES INC TIDE 4018221360 215 WASHINGTON STREET WEST WARWICK RI 02893 BETH BIXBY CHIEF EXECUTIVE OFFICER 4018221360 2026-05-15 1 1 DANIELLE NIHILL P01350943 7819821001 2026-05-14 2024 2025-03-06 01:10:19Z BETH BIXBY 215 WASHINGTON STREET WEST WARWICK RI 02893 18647099 0 X WWW.TIDESFS.ORG X 1983 RI TIDES FAMILY SERVICES DELIVERS TRAUMA-INFORMED, COMMUNITY-BASED BEHAVIORAL HEALTH, FAMILY PRESERVATION, AND SCHOOL-BASED SERVICES THAT PREVENT HOSPITALIZATION, REDUCE JUSTICE INVOLVEMENT, AND KEEP YOUTH CONNECTED TO THEIR HOMES, SCHOOLS, AND COMMUNITIES IN RHODE ISLAND. 18 17 250 15 199839 0 5329868 3070965 8241700 13781624 150528 157738 98155 394077 13820251 17404404 0 0 0 0 9114704 12691016 0 0 218829 2530808 6253095 11645512 18944111 2174739 -1539707 13326569 13484386 794822 2366248 12531747 11118138 X TIDES FAMILY SERVICES, INC. IS A NOT-FOR-PROFIT SOCIAL SERVICES AGENCY FOCUSING ON ADDRESSING THE NEEDS OF CHILDREN AT RISK. SINCE ITS INCORPORATION IN 1983, TIDES HAS PROMOTED FAMILY PRESERVATION AND MAINTENANCE OF YOUTH WITHIN THEIR COMMUNITIES THROUGH INDIVIDUAL, FAMILY AND GROUP COUNSELING; HOME VISITATIONS; EDUCATIONAL AND COURT ADVOCACY AS WELL AS THE NETWORKING OF SOCIAL SERVICES. TIDES AIMS TO PROVIDE THE CHILDREN, YOUTH AND THEIR FAMILIES WITH THE SERVICES THEY NEED. THE OVERALL GOAL OF TIDES' EFFORT IS TO KEEP WITHIN THE MISSION OF THE DE LA SALLE CHRISTIAN BROTHERS. 0 0 4734545 0 5837184 PRESERVING FAMILIES NETWORKS (PFN) IS AN INNOVATIVE, COMMUNITY BASED NETWORK OF CARE THAT PROVIDES A WIDE SPECTRUM OF PROGRAMMING FOR A HOLISTIC RESPONSE TO FAMILIES WITH COMPLEX NEEDS. PFN PROVIDES IN-HOME CHILDREN'S BEHAVIORAL HEALTH SERVICES, INCLUDING FAMILY THERAPY, THAT AIMS TO DELIVER COMPREHENSIVE AND PERSONALIZED CARE WHILE RECOGNIZING AND RESPECTING THE DIVERSE CULTURAL BACKGROUNDS OF THE CHILDREN AND FAMILIES SERVED. 1679747 0 2571836 TIDES OUTREACH PROGRAM (TOP) IS DESIGNED TO MAINTAIN YOUTH IN FAMILY-BASED SETTINGS IN THEIR COMMUNITY AND IS BASED ON THE BELIEF THAT ALL FAMILIES POSSESS STRENGTHS THAT CAN BE IDENTIFIED AND HARNESSED TOWARD THEIR BENEFIT. THE PROGRAM HELPS FAMILIES STAY TOGETHER DESPITE SIGNIFICANT STRESSORS WHILE ENABLING THEM TO BUILD SKILLS LEADING TO THEIR EMPOWERMENT. 1842541 0 147347 COUNSELING: THIS INCLUDES CLINICAL AND ENHANCED OUTPATIENT SERVICES (EOS) AND 7 CHALLENGES. EOS IS A HOME-BASED CLINICAL PROGRAM PROVIDES YOUTH, 6 TO 18, WITH INTENSIVE SHORT-TERM COUNSELING WITH A GOAL OF PREVENTING HOSPITALIZATION. LICENSED CLINICIANS RECEIVE REFERRALS FROM PARENTS, COURTS, PROBATION OFFICERS, SCHOOL DEPARTMENTS, AND OTHER MENTAL HEALTH OR SOCIAL SERVICES AGENCIES. DURING THE FISCAL YEAR, 3 CLIENTS WERE SUPPORTED THROUGH THIS SERVICE. 7 CHALLENGES IS A COUNSELING PROGRAM FOR YOUTH THAT SUPPORTS DECISION-MAKING AND PERSONAL GROWTH WHILE ADDRESSING SUBSTANCE USE AND COOCCURRING ISSUES. DESIGNED FOR TEENS AND YOUNG ADULTS, IT EMPOWERS PARTICIPANTS TO EVALUATE LIFE CHOICES, UNDERSTAND THE IMPACT OF SUBSTANCE USE, AND DEVELOP HEALTHIER COPING STRATEGIES. DURING THE FISCAL YEAR, 55 CLIENTS WERE SUPPORTED BY THESE SERVICES.MRSS: TFS ALSO DELIVERS MOBILE RESPONSE AND STABILIZATION SERVICES (MRSS). MRSS IS A BRIEF INTERVENTION MODEL WITH THE GOAL OF STABILIZING ACUTE CRISIS SITUATIONS WHILE PROVIDING ASSESSMENT AND REFERRALS TO APPROPRIATE TREATMENT PROVIDERS. THOSE TREATMENT PROVIDERS WILL THEN BE ABLE TO ADDRESS THE UNDERLYING PROBLEMS THAT ARE PERPETUATING THE CRISIS. MASTER'S LEVEL CLINICIANS, BEHAVIORAL ASSISTANTS, AND PEER SUPPORT SPECIALISTS WILL WORK TO PREVENT UNNECESSARY HOSPITALIZATIONS, POLICE INTERVENTIONS AND/OR OUT OF HOME PLACEMENT. SERVING AGES 2 TO 21, YOUTH AND THEIR FAMILIES WILL REMAIN OPEN FOR A MAXIMUM OF 30 DAYS IN ORDER TO HELP THEM STABILIZE AND MAKE A CONNECTION TO NEEDED SERVICES. DURING THE FISCAL YEAR, 446 CLIENTS GAINED ACCESS TO MRSS.NEXO BEHAVIORAL AND MENTAL HEALTH CLINIC DELIVERS OUTPATIENT MENTAL HEALTH SERVICES FOR BIPOC YOUTHS, AGES 5-17. PEOPLE CAN ACCESS THESE SERVICES EVEN IF THEY DON'T HAVE HEALTH INSURANCE AND AREN'T ABLE TO PAY. SERVICES OFFERED INCLUDE SCREENING AND ASSESSMENTS FOR BEHAVIORAL HEALTH CONDITIONS, MEDICAL CONDITIONS, AND SOCIAL RISKS. THIS CLINIC SUPPORTED 152 CLIENTS IN FY2025. 2305546 0 2663602 EDUCATION: TWO SCHOOL SITES OPERATED OVER THE COURSE OF THE YEAR - TIDES SCHOOL AND THE GEORGE N. HUNT SCHOOL, WHICH BOTH FOLLOW THE COMMONCORE STATE STANDARDS. THE TIDES SCHOOL IS A TRAUMA INFORMED PROGRAM THAT WORKS WITH STUDENTS CHALLENGED BY A VARIETY OF SOCIAL, EMOTIONAL AND BEHAVIORAL HEALTH RELATED ISSUES. THE TIDES SCHOOL PROVIDES AN ALTERNATIVE PLACEMENT FOR STUDENTS ALLOWING THEM TO ACHIEVE THEIR EDUCATIONAL GOALS IN A SMALLER, THERAPEUTIC SETTING. THE TIDES SCHOOL PROVIDES STUDENTS WITH PROGRAMS THAT DEVELOP COMPETENCY IN THE BASIC SKILLS OF READING, WRITING, PROBLEM SOLVING AND COMPUTATION. THE INSTRUCTIONAL SERVICES PROVIDED AT THE TIDES SCHOOL ARE DESIGNED TO PROVIDE A PERSONALIZED APPROACH TO CURRICULUM (SPECIAL EDUCATION CURRICULUM ADAPTED/MODIFIED). CLINICAL SUPPORT IS PROVIDED BY THE SCHOOL SOCIAL WORKER VIA IEP GOALS AND OBJECTIVES (WHICH ALIGN WITH THE RI SOCIAL EMOTIONAL LEARNING STANDARDS), SMALL GROUP INSTRUCTION, TOPICAL GROUPS BASED ON STUDENT NEED. HOME VISITS AND OFF SITE PHYSICIAN AND PROVIDER APPOINTMENT MEETINGS ARE ALSO PROVIDED ON AN INDIVIDUAL BASIS AS NEEDED. THE TIDES SCHOOL ALSO UTILIZES A VARIETY OF WIDELY ACCEPTED TREATMENT MODALITIES. THE TIDES SCHOOL PROVIDES TRANSITION PLANNING TO ASSIST STUDENTS IN SEEKING EMPLOYMENT. WE CONNECT STUDENT TO ORS AND CCAP AS WELL AS ASSIST THEM WITH OBTAINING A STATE ID, OPENING A SAVINGS ACCOUNT, ETC. WE ALSO PROVIDE SCHOOL BASED TRANSITION EXPLORATION ACTIVITIES SUCH AS CULINARY AND WOOD SHOP. ESY IS PROVIDED PER THE IEP AS APPROPRIATE IN COORDINATION WITH THE SENDING SCHOOL DISTRICT. THE GEORGE N HUNT SCHOOL IS A THERAPEUTIC DAY PROGRAM THAT SERVES SPECIAL EDUCATION STUDENTS WITH SPECIFIC SOCIAL/EMOTIONAL AND MENTAL HEALTH NEEDS. THE SCHOOL'S MISSION IS TO PREPARE STUDENTS TO REJOIN PUBLIC SCHOOLS WHEN THEY DEMONSTRATE READINESS. THE PROGRAM EMPHASIZES SOCIAL EMOTIONAL LEARNING (SEL) AND POSITIVE BEHAVIORAL INTERVENTIONS (PBIS). SCHOOL CLINICIANS OFFER THERAPEUTIC AID BASED ON INDIVIDUAL NEEDS AND IEPS. OUR MISSION IS TO PROVIDE THERAPEUTIC, INNOVATIVE, COMPREHENSIVE, AND INDIVIDUALIZED EDUCATIONAL SERVICES FOR STUDENTS REFERRED BY LOCAL EDUCATIONAL AGENCIES. OUR GOAL IS TO SUPPORT THE ACADEMIC AND SOCIAL-EMOTIONAL DEVELOPMENT OF ALL STUDENTS, IN ORDER FOR THEM TO ACHIEVE THEIR FULL POTENTIAL. ADDITIONAL SERVICES PROVIDED: THE PROGRAM OFFERS HIGH STAFF-TO-STUDENT RATIOS AND INTENSIVE CLINICAL SERVICES. OCCUPATIONAL THERAPY AND SPEECH AND LANGUAGE PATHOLOGY, FULL-TIME NURSING, EXTENDED SCHOOL YEAR PROGRAM EMPHASIZING SOCIAL-EMOTIONAL SKILL-BUILDING, AND COMMUNITY-BASED ACTIVITIES ARE ALSO A PART OF THE PROGRAM. OVER THE COURSE OF THE FISCAL YEAR, APPROXIMATELY 36 STUDENTS WERE EDUCATED AT BOTH SCHOOL SITES. DURING THE COURSE OF THE SCHOOL YEAR AND EXTENDED SCHOOL YEAR, 70 STUDENTS WERE ENROLLED BETWEEN BOTH SCHOOLS. 583565 0 888220 THE YOUTH TRANSITION CENTER (YTC) OFFERS A COMPREHENSIVE CONTINUUM OF SERVICES OFFERED TO YOUTH LIVING IN PAWTUCKET, PROVIDENCE, WOONSOCKET, AND SURROUNDING COMMUNITIES. SERVICES ARE CULTURALLY COMPETENT, TRAUMA-SENSITIVE, AND ARE DELIVERED IN THE CONTEXT OF FAMILY SYSTEMS. YTC HELPS YOUTH PREPARE FOR RELEASE FROM THE RHODE ISLAND TRAINING SCHOOL (RITS) OR MEET THE CONDITIONS OF THEIR PROBATION. IT EMPHASIZES RESPONSIBILITY AND PREVENTION STRATEGIES TO AVOID RE-ENTRY INTO THE JUVENILE JUSTICE SYSTEM. 86 YOUTH RECEIVED SUPPORTIVE SERVICES THROUGH THE YTC PROGRAM. 248937 0 246646 FUNCTIONAL FAMILY THERAPY AND FUNCTIONAL FAMILY THERAPY GANG (FFT AND FFT-G) IS A WELL-ESTABLISHED AND EVIDENCE-BASED THERAPEUTIC INTERVENTION DESIGNED TO ADDRESS BEHAVIORAL AND EMOTIONAL ISSUES WITHIN THE FAMILY SYSTEM. IT IS PRIMARILY USED TO WORK WITH ADOLESCENTS AND THEIR FAMILIES, AIMING TO IMPROVE FAMILY FUNCTIONING, COMMUNICATION, AND RELATIONSHIPS. FFT-G IS ADDED TO EXISTING TEAMS TO ADDRESS THE HIGHER-INTENSITY RISK FACTORS ASSOCIATED WITH GANG-INVOLVED YOUTH AND THEIR FAMILIES. FFT-G USES THE SAME CLINICAL APPROACH AS TRADITIONAL FFT WITH AN ADDED EMPHASIS ON COLLABORATION WITH COMMUNITY STAKEHOLDERS WITH EXPERTISE IN LOCAL COMMUNITIES AND GANGS. FFT DELIVERED SERVICES OVER THE COURSE OF THE YEAR TO 70 CLIENTS. 253480 0 75330 INTENSIVE OUTPATIENT PROGRAM SUPPORTS YOUTH WHO HAVE STRUGGLED TO REMAIN AT HOME DUE TO BEHAVIORAL OR SUBSTANCE USE ISSUES. THIS STRUCTURED PROGRAM OFFERS INTENSIVE THERAPY AND SUPPORT. THE PROGRAM HELPS YOUTH MANAGE CHALLENGES LIKE ADDICTION, MENTAL HEALTH, AND BEHAVIORAL ISSUES, PROVIDING MORE CARE THAN TYPICAL OUTPATIENT SERVICES BUT WITHOUT THE NEED FOR 24-HOUR RESIDENTIAL CARE. THE PROGRAM IS LOCATED IN PAWTUCKET AND IS AVAILABLE TO YOUTH STATEWIDE. IOP DELIVERED SERVICES TO 30 YOUTH DURING FY2025. 322785 0 500927 SAFFE FAMILIES PROVIDES TRAUMA-FOCUSED, COMMUNITY AND HOME BASED SERVICES FOR CHILDREN AGES 4-18 WITH SEXUAL ABUSE HISTORIES AND SEXUALLY REACTIVE BEHAVIORS. THE PROGRAM PROVIDES INDIVIDUAL AND FAMILY THERAPY, CARE COORDINATION, PSYCHOEDUCATION FOR CAREGIVERS USING THE FAMILIES IMPACTED BY SEXUAL ABUSE CURRICULUM, EQUINE ASSISTED THERAPY, CLINICAL SUPPORT GROUPS FOR CHILDREN, TEENS, AND CAREGIVERS, SENSORY INTERVENTIONS, AND EQUINE ASSISTED THERAPY. NEARLY 30 CHILDREN AND YOUTH RECEIVED THIS SERVICE OVER THE COURSE OF THE YEAR. 414735 0 670824 SUPPORTING TEENS AND ADULTS AT RISK PROVIDES TRAUMA-FOCUSED SERVICES TO PRESERVE PLACEMENTS, REDUCE RELIANCE ON CONGREGATE CARE, AND SUPPORT SURVIVORS OF SEXUAL ABUSE AND EXPLOITATION, AS WELL AS HIGH-RISK YOUTH. NEARLY 30 CHILDREN AND YOUTH RECEIVED THIS SERVICE OVER THE COURSE OF THE YEAR. 132217 0 48052 BELIEVE IN MAKING RESULTS (BMR) IS A PREVENTATIVE, YOUTH DIVERSION PROGRAM SUPPORTING YOUTH AND THEIR FAMILIES. BMR FOCUSES ON IMPROVING FAMILY FUNCTIONING, MEETING BASIC NEEDS, PREVENTING DCYF INVOLVEMENT, DEVELOPING COPING SKILLS, AND PREVENTING OUT-OF-HOME PLACEMENT. BMR DELIVERED SERVICES TO APPROXIMATELY 25 CLIENTS IN FY2025. 120782 0 136156 CREDIBLE MESSENGER IS A MENTORING PROGRAM ADDRESSING THE NEEDS OF YOUTH WHO ARE INVOLVED WITH OR AT RISK OF INVOLVEMENT WITH THE JUVENILE JUSTICE SYSTEM. THE PROGRAM IS DESIGNED TO BE ADAPTABLE TO MEET THE UNIQUE NEEDS OF YOUTH WITH COMMUNITY SAFETY CONCERNS, HELPING THEM TO REDUCE THE CYCLE OF INCARCERATION. THIS PROGRAM HARNESSES THE POWER OF CREDIBLE MESSENGERS, INDIVIDUALS WHO HAVE OVERCOME THEIR OWN INVOLVEMENT IN THE JUVENILE OR CRIMINAL JUSTICE SYSTEMS, TO MENTOR AND SUPPORT JUSTICE-INVOLVED YOUTH. A TOTAL OF 10 YOUTH WERE MENTORED IN FY2025 BY THE TFS CREDIBLE MESSENGER TEAM. 174178 0 83250 ALL OTHER PROGRAMS. 4556225 0 5313007 12813058 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 37 0 250 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JEREMY PARMER VP OF FINANCE 4018221360 215 WASHINGTON STREET WEST WARWICK RI 02893 BETH LEMME-BIXBY CHIEF EXECUTIVE OFFICER 40.00 0.00 X X 160404 0 27856 MATTHEW RAICHE BOARD CHAIR 2.00 0.00 X X 0 0 0 PATRICK KINNEY BOARD VICE CHAIR/CHAIRMAN 2.00 0.00 X X 0 0 0 RJ COIA BOARD TREASURER 2.00 0.00 X X 0 0 0 MARYANNE DONOHUE-LYNCH BOARD SECRETARY 2.00 0.00 X X 0 0 0 MELBA DEPENA AFFIGNE BOARD MEMBER 2.00 0.00 X 0 0 0 JESSICA DAVID BOARD MEMBER 2.00 0.00 X 0 0 0 JOHN FAHYS BOARD MEMBER 2.00 0.00 X 0 0 0 NICOLE FERRIGNO BOARD MEMBER (UNTIL 7/24) 2.00 0.00 X 0 0 0 CHRISTOPHER GONTARZ ESQ BOARD MEMBER 2.00 3.00 X 0 0 0 IAN HYATT BOARD MEMBER 2.00 0.00 X 0 0 0 JAMES LOGAN BOARD MEMBER 2.00 0.00 X 0 0 0 LEONARD LOPES BOARD MEMBER 2.00 0.00 X 0 0 0 HEATHER MATTHEWS BOARD MEMBER 2.00 1.00 X 0 0 0 PATRICIA MARTINEZ BOARD MEMBER 2.00 0.00 X 0 0 0 DR HEATHER EDGE PICERNE BOARD MEMBER 2.00 0.00 X 0 0 0 SEAN SWEPSON BOARD MEMBER 2.00 0.00 X 0 0 0 GEN VIRIAN BOARD MEMBER 2.00 0.00 X 0 0 0 DAVE WALLACE BOARD MEMBER 2.00 0.00 X 0 0 0 KAYLEIGH FISCHER CHIEF FINANCIAL OFFICER 40.00 0.00 X 113540 0 19187 RACHEL YODER SENIOR VP OF TREATMENT PROGRAMS AND OPERATIONS 40.00 0.00 X 119412 0 23090 393356 0 70133 3 0 1 0 TECHCENTRIC 536 ATWELLS AVE PROVIDENCE RI 02909 TECHNICAL SUPPORT AND CONSULTING 229922 SHORESIDE CONSTRUCTION SERVICES LLC 2471 FLAT RIVER RD COVENTRY RI 02816 FACILITIES REPAIR, MAINTENANCE & RENOVAT 145133 2 52585 174178 2844202 3070965 PRESERVING FAMILY NETWORKS 624100 5832684 5832684 EDUCATION 611600 2663602 2663602 OUTREACH AND TRACKING 624100 2427819 2427819 YOUTH TRANSITION CTR 624100 757862 757862 SUPPORTING TEENS AND ADULTS AT RI 624100 670824 670824 1428833 1428833 13781624 145045 145045 87750 0 87750 87750 87750 1191328 1178635 12693 12693 12693 164774 52585 64060 100714 100714 MANAGEMENT FEES 900099 199839 199839 OTHER INCOME 624100 5774 5774 205613 17404404 13869374 199839 264226 368696 112296 233940 22460 10033983 8827363 1094388 112232 329420 283781 41350 4289 1066436 952823 108590 5023 892481 776251 104713 11517 13380 13380 47250 47250 45000 45000 20152 20152 600480 132020 444105 24355 25993 2131 14107 9755 182469 128976 49892 3601 481411 402816 73982 4613 434653 204487 227647 2519 322237 311039 11198 5147 3709 1385 53 126957 125489 1468 240588 190980 46438 3170 RETIREMENT PLAN WITHDRA 3158496 3158496 RECREATIONAL ACTIVITIES 132553 128372 4181 DIETARY EXPENSE 75139 72036 3103 STAFF DEVELOPMENT 52520 33291 19229 288670 125198 149698 13774 18944111 12813058 5912224 218829 3234727 1795703 1775059 1765589 1895217 3517586 123933 257230 3528842 898779 2547385 2630063 2637834 3187177 1028974 23469 83440 307569 13326569 13484386 607236 1178638 46750 3300 140836 1184310 794822 2366248 X 11855126 11047380 676621 70758 12531747 11118138 13326569 13484386 X -1539707 72817 53281 X 0 1 X 1 0 X 540126 2710802 3330103 5329868 3070965 14981864 7412269 6990603 7953052 8241700 13781624 44379248 7952395 9701405 11283155 13571568 16852589 59361112 25000 110000 83453 165032 45000 428485 0 25000 110000 83453 165032 45000 428485 58932627 54668 46487 116533 229534 232795 680017 54668 46487 116533 229534 232795 680017 106879 73791 45390 77092 170548 473700 8113942 9821683 11445078 13878194 17255932 60514829 0.97390 0.97470 0.01120 0.01060 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING - 2020 AMOUNT: $ 106,879. 2021 AMOUNT: $ 73,791. 2022 AMOUNT: $ 45,390. 2023 AMOUNT: $ 66,691. 2024 AMOUNT: $ 164,774. OTHER INCOME - 2023 AMOUNT: $ 10,401. 2024 AMOUNT: $ 5,774. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 45000 0 0 45000 0 PART II-B, LINE 1: TFS CONTRACTS WITH ADVOCACY SOLUTIONS TO PROVIDE GOVERNMENT RELATIONS SERVICES. THIS INCLUDES COORDINATING MEETINGS AND DISSEMINATING INFORMATION FROM TIDES ABOUT PROGRAMMING SPECIFICS AND FUNDING NEEDS TO LEGISLATORS, STATE AGENCY OFFICIALS, AND OTHER GOVERNMENT OFFICIALS (EXECUTIVE BRANCH, ETC.). DURING FY2025 A TOTAL OF $45,000 WAS PAID TO ADVOCACY SOLUTIONS SPECIFICALLY FOR GOVERNMENT RELATIONS SERVICES. 390000 390000 2678210 590992 2087218 310624 247477 63147 150008 60310 89698 2630063 LOANS PAYABLE - RELATED PARTIES 897793 LOANS PAYABLE 183300 LEASE LIABILITIES 103217 1184310 14241736 72817 53281 126098 14115638 20152 3268614 3288766 17404404 15655345 0 15655345 20152 3268614 3288766 18944111 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 53,281. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE -64,060. RETIREMENT PLAN WITHDRAWAL 3,158,496. WAGEFORCE RELATED EXPENSES 174,178. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE -64,060. RETIREMENT PLAN WITHDRAWAL 3,158,496. WAGEFORCE RELATED EXPENSES 174,178. GALA EVENT 145905 42210 103695 374 26786 128 6700 2050 GOLF TOURNAMENT 71454 10375 61079 3878 21960 535 500 1149 217359 52585 164774 4252 48746 663 7200 3199 64060 100714 X X 0 0 0 0 0 0 0 0 0 BETH LEMME-BIXBY CHIEF EXECUTIVE OFFICER 160404 0 0 0 0 0 5767 0 22089 0 188260 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL ACT FOR AND ON BEHALF OF THE BOARD OF TRUSTEES BETWEEN ITS MEETINGS AND SHALL ALSO HAVE SUCH DUTIES AND RESPONSIBILITIES AS DELEGATED TO IT BY THE BOARD THROUGH RESOLUTION. ANY ACTIONS TAKEN BY THE COMMITTEE ON BEHALF OF THE BOARD OF TRUSTEES SHALL BE SUBJECT TO RATIFICATION BY THE BOARD OF TRUSTEES AT ITS NEXT MEETING. THE COMMITTEE SHALL BE COMPRISED OF THE ELECTED OFFICERS OF THE CORPORATION, SERVING EX OFFICIO. THE CHAIRPERSON OF THE BOARD OF TRUSTEES WILL ALSO CHAIR THE COMMITTEE. THE COMMITTEE SHALL CONDUCT QUARTERLY MEETINGS THROUGHOUT THE YEAR. AS A MEMBER OF THE COMMITTEE, THE SECRETARY SHALL ATTEND ALL MEETINGS OF THE COMMITTEE, AND RECORD ALL THE PROCEEDINGS FOR THE BOARD OF TRUSTEES IN A BOOK KEPT FOR THAT PURPOSE. ITS RESPONSIBILITIES INCLUDE: - ASSIST AND PROVIDES GUIDANCE TO THE CEO WITH SIGNIFICANT ISSUES THAT MAY ARISE BETWEEN BOARD MEETINGS. - REPORTS ANY ACTIONS TAKEN TO THE FULL BOARD FOR ADOPTION. -PLAYS A STRONG ROLE IN MOVING THE ORGANIZATION FORWARD ON MAJOR OBJECTIVES (ENSURE THERE IS A STRATEGIC PLAN, ROUTINELY REVIEW PROGRESS TOWARD GOALS AND OBJECTIVES, INITIATE PLANNING PROCESS WHEN NEEDED). -COORDINATES THE WORK OF THE COMMITTEES AND HOLDS EACH OTHER ACCOUNTABLE FOR ENSURING THE WORK OF THE COMMITTEES IS COMPLETED. -ANNUALLY CONDUCTS CEO'S PERFORMANCE REVIEW. -STRATEGIC PLANNING (GENERAL CHARGE: JOINTLY WITH STAFF RESPONSIBLE FOR DEVELOPING AND OVERSEEING IMPLEMENTATION OF A 3-YEAR STRATEGIC PLAN. FORMALLY REVIEW PROGRESS OF KEY GOALS AND OBJECTIVES ANNUALLY. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER OF THE BOARD, AUDIT CONSULTANT AND FINANCE COMMITTEE MEMBERS REVIEW THE FORM 990 BEFORE IT IS FILED. A COPY OF THE TAX RETURN IS EMAILED TO ALL MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES THAT ALL BOARD OF TRUSTEES MEMBERS SIGN A CONFLICT OF INTEREST POLICY YEARLY. THIS POLICY IS MONITORED AND ENFORCED BY THE CEO OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE FINANCE COMMITTEE REVIEWS COMPENSATION DATA FOR KEY ADMINISTRATORS BY REVIEWING THE COMPENSATION DATA INCLUDED ON TAX FORM 990 OF OTHER COMPARABLE AGENCIES AND THROUGH OTHER DATA MADE PUBLICALLY AVAILABLE. BASED ON THIS REVIEW, THE FINANCE COMMITTEE APPROVES KEY MANAGEMENT'S INCREASES, IF WARRANTED AND FISCALLY-SUSTAINABLE, THROUGH THE ANNUAL BUDGET PROCESS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICAL INTEREST 53,281. BROTHERS OF THE CHRISTIAN SCHOOLS PROVINCE OF LONG ISLAND - NEW ENGLAND 635 OCEAN ROAD NARRAGANSETT RI 02882 OVERSEES THE FISCAL AND RELIGIOUS EDUCATION ACTIVITIES OF COMMUNITIES RI 501(C)(3) LINE 1 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 BROTHERS OF THE CHRISTIAN SCHOOLS PROVINCE OF LONG ISLAND - NEW ENGLAND C 65700 CASH