2026-06-11T08:24:09-05:00 2025-08-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2024-09-01 910673185 BIG BROTHERS BIG SISTERS OF PUGET SOUND BIGB 2064569789 12600 SE 38TH STREET SUITE 150 BELLEVUE WA 98006 MARSH KELLEGREW CFO 2064569789 2026-06-05 1 1 ALLEN GILBERT CPA P01380103 4252506100 2026-05-30 2024 2025-03-06 01:10:19Z F MARSH KELLEGREW 12600 SE 38TH STREET SUITE 150 BELLEVUE WA 98006 6712157 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. 32 32 60 1590 0 0 3133511 3642230 0 0 869266 639239 -278402 -74669 3724375 4206800 0 0 0 0 2663678 3121995 47504 12000 1162544 1561473 1656577 4272655 4790572 -548280 -583772 9209114 8140433 1923214 1683115 7285900 6457318 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 2872556 0 0 SEE SCHEDULE O FOR PROGRAM ACCOMPLISHMENTS 2872556 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 41 0 1 60 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 32 32 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 ALONDA WILLIAMS CEO 45.00 X 218205 0 37280 MARSH KELLEGREW CHIEF OPERATIONS AND FINANCIAL OFFICER 45.00 X 138334 0 47746 CAILA NICKERSON CHIEF PROGRAM & IMPACT OFFICER 45.00 X 120247 0 25907 MIKE RITTER DIRECTOR OF INDIVIDUAL GIVING 45.00 X 119839 0 19800 PETER FONFARA CHAIR 4.00 X X 0 0 0 STEPHEN MCKAY VICE CHAIR 4.00 X X 0 0 0 KEVIN CONKLIN TREASURER 4.00 X X 0 0 0 JOHN QUIRK SECRETARY 4.00 X X 0 0 0 J OFORI AGBOKA BOARD MEMBER 2.00 X 0 0 0 MICHELLE ALVERSON BOARD MEMBER (THRU 12/2024) 2.00 X 0 0 0 JAMES ARGENTO BOARD MEMBER 2.00 X 0 0 0 GAVIN BARTLETT BOARD MEMBER 2.00 X 0 0 0 PHILLIP BING BOARD MEMBER 2.00 X 0 0 0 MARIA CARBULLIDO BOARD MEMBER 2.00 X 0 0 0 KRISTEN CARDEN BOARD MEMBER 2.00 X 0 0 0 KEVIN CAROTHERS BOARD MEMBER (THRU 11/2024) 2.00 X 0 0 0 FAYE CHESS BOARD MEMBER 2.00 X 0 0 0 BRIAN CLEVENGER BOARD MEMBER 2.00 X 0 0 0 SARAH COOK BOARD MEMBER 2.00 X 0 0 0 DAMON DANIELS BOARD MEMBER 2.00 X 0 0 0 DANA FERESTEIN BOARD MEMBER 2.00 X 0 0 0 IAN FLATT BOARD MEMBER (THRU 12/2024) 2.00 X 0 0 0 NOAH FLETCHER BOARD MEMBER 2.00 X 0 0 0 MARK GHAZAI BOARD MEMBER 2.00 X 0 0 0 BRIAN HAYDEN BOARD MEMBER 2.00 X 0 0 0 MAURICE JAMES BOARD MEMBER (THRU 12/2024) 2.00 X 0 0 0 STEPHEN LOZANO BOARD MEMBER 2.00 X 0 0 0 TONY MATTA BOARD MEMBER 2.00 X 0 0 0 BOBBY MOORE BOARD MEMBER 2.00 X 0 0 0 PAT OGAWA 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 COREY ROSEMOND BOARD MEMBER 2.00 X 0 0 0 SHAKISHA ROSS BOARD MEMBER 2.00 X 0 0 0 SERENA SAYANI BOARD MEMBER 2.00 X 0 0 0 BRENT SCHLOSSTEIN BOARD MEMBER 2.00 X 0 0 0 LISA SMITH BOARD MEMBER 2.00 X 0 0 0 KELLY SOUZA BOARD MEMBER 2.00 X 0 0 0 HEATHER TABLER BOARD MEMBER 2.00 X 0 0 0 NATALIE ZIER BOARD MEMBER 2.00 X 0 0 0 596625 0 130733 4 0 1 0 0 968150 892065 1782015 304877 3642230 235643 235643 1945119 1539458 2065 405661 -2065 403596 403596 90481 968150 403870 -313389 -313389 8529 2500 6029 6029 777263 557464 219799 219799 OTHER INCOME 900099 12892 12892 12892 4206800 0 0 564570 399928 279948 59990 59990 2153669 1323828 173493 656348 39400 18528 9479 11393 212317 107401 48100 56816 316681 198644 51839 66198 23036 23036 34393 34393 240310 222427 17883 12000 12000 33820 33820 102214 72217 29997 49458 7344 23698 18416 190676 84204 66138 40334 254232 168797 36115 49320 11420 10515 499 406 121646 60944 44045 16657 8371 8371 46992 43592 3132 268 160005 108160 36077 15768 55574 37151 7816 10607 PARTICIPANT EXPENSES 146090 146090 0 0 IN-KIND EXPENSES 87352 16581 1000 69771 MISCELLANEOUS 43518 19296 4331 19891 VOLUNTEER SCREENING AND 19106 19106 0 0 28364 28364 4790572 2872556 755472 1162544 374375 104505 4198 360709 308818 604746 132896 48508 17810 295519 273199 1001831 365421 724639 636410 6129509 4870738 1323548 1139420 9209114 8140433 316527 243515 236398 248333 1370289 1191267 1923214 1683115 X 7107345 6179402 178555 277916 7285900 6457318 9209114 8140433 -583772 -244810 0 X X 0 1 X 1 0 X 2999619 7101997 3566099 3133511 3642230 20443456 2999619 7101997 3566099 3133511 3642230 20443456 3027404 17416052 1831 8664 120951 232664 235643 599753 14519 22331 111902 148752 21191961 3665200 0.82180 0.81320 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REFUNDS AND REIMBURSEMENTS - 2022 AMOUNT: $ 14,519. 2023 AMOUNT: $ 22,331. OTHER INCOME - 2024 AMOUNT: $ 12,892. FUNDRAISING EVENT INCOME - 2024 AMOUNT: $ 90,481. GAMING ACTIVITIES INCOME - 2024 AMOUNT: $ 8,529. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 240311 0 0 240311 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. 101240 24836 76404 508694 247859 260835 391897 92726 299171 636410 UNEMPLOYMENT TRUST ASSET 56569 ROU - ASSETS 1082851 1139420 OPERATING LEASE OBLIGATION 967861 FINANCING LEASE OBLIGATION 223406 1191267 3973339 -244810 11349 -233461 4206800 0 4206800 4801921 11349 11349 4790572 0 4790572 GALA 838344 788823 49521 112527 17809 177471 GOLF EVENT 118658 85658 33000 19865 12649 27287 2 101629 93669 7960 1240 13144 6800 15078 1058631 968150 90481 21105 138320 24609 219836 403870 -313389 X 0 0 0 0 0 0 0 0 0 ALONDA WILLIAMS CEO 218205 0 0 0 0 0 6674 0 30606 0 255485 0 0 0 MARSH KELLEGREW CHIEF OPERATIONS AND FINANCIAL OFFIC 138334 0 0 0 0 0 3970 0 43776 0 186080 0 0 0 PART I, LINE 3 THE CEO'S SALARY IS ESTABLISHED DURING THE ANNUAL BUDGETING PROCESS AND APPROVED BY THE BOARD. X 1 7000 RETAIL X 139 42650 MARKET X 7 38574 RETAIL X AUCTION ITEMS 77 169153 RETAIL X EVENT TICKETS 1262 47500 RETAIL 0 0 1 0 PART I, COLUMN (B): THE COLUMN B OF LINE 7,9,16 AND 26 REPRESENTS NUMBER OF ITEMS CONTRIBUTED. THE COLUMN B OF LINE 19 AND 25 REPRESENTS THE NUMBER OF CONTRIBUTIONS. 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 ROOTED IN OUR EVIDENCE-BASED MODEL THAT HAS SHOWN THAT THE IMPACT OF MENTORING EXTENDS BEYOND JUST THE RELATIONSHIP OF THE MATCH. DATA FROM HARVARD UNIVERSITY AND THE DEPARTMENT OF COMMERCE SHOWS THAT KIDS WHO ARE MENTORED DO BETTER IN SCHOOL, ARE LESS LIKELY TO BE INVOLVED IN THE JUVENILE JUSTICE SYSTEM, AND EARN 20% MORE THAN THEIR COUNTERPARTS WITHOUT MENTORSE SERVED APPROXIMATELY 1,033 CHILDREN AND MENTORS IN THE PUGET SOUND AREA IN FISCAL YEAR 2025. OUR COMMUNITY-BASED AND SITE-BASED 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 AFFECTS 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 IS RESPONSIBLE FOR ESTABLISHING FINANCIAL POLICIES AND PERIODICALLY REVIEWING THE ORGANIZATION'S OPERATIONS AND ACTIVITIES. OVERSIGHT RESPONSIBILITY IS DELEGATED TO THE TREASURER AND THE FINANCE COMMITTEE, WHICH IS CHAIRED BY THE TREASURER. THIS RESPONSIBILITY IS SHARED THROUGH DELEGATION WITH THE PRESIDENT AND CEO AND THE COFO. FYE25 THE FINANCE COMMITTEE WAS MADE UP OF 4 BOD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE FOR INITIAL REVIEW AND COMMENT. ANY ADJUSTMENTS ARE MADE, AND THE FORM 990 IS THEN PROVIDED TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND COMMENT. 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 2024. 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 XII, LINE 2C: THE PROCESS FOR SELECTING THE AUDIT FIRM HAS NOT CHANGED FROM THE PRIOR YEAR.