2026-03-03T09:58:47-06:00 2025-06-30 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 222 MILWAUKEE WI 53202 990 2024-07-01 391239687 BIG BROTHERS AND BIG SISTERS OF METRO MILWAUKEE BIGB 4142584778 770 N JEFFERSON STREET 200 MILWAUKEE WI 53202 NEIL WILLENSON PRESIDENT & CEO 4142584778 2026-03-02 1 0 X DIANA G LUTTMANN P01075770 4142711451 2026-03-02 2024 2025-03-06 01:10:19Z X NEIL WILLENSON 770 N JEFFERSON STREET 200 MILWAUKEE WI 53202 3243122 0 X BBBSMILWAUKEE.ORG X 1975 WI CREATE AND SUPPORT MENTORING RELATIONSHIPS THAT IGNITE THE POWER AND PROMISE OF YOUTH. 33 33 48 1200 0 0 2536562 2891059 0 0 157119 139873 -57084 -35479 2636597 2995453 64400 70600 0 0 2059077 2480178 0 0 641599 606087 626565 2729564 3177343 -92967 -181890 4915684 6521547 336125 2016774 4579559 4504773 X FOR NEARLY 50 YEARS, BBBS HAS MADE A PROVEN TRANSFORMATIVE IMPACT ON THOUSANDS OF YOUNG PEOPLE FACING ADVERSITY IN MILWAUKEE AND WAUKESHA COUNTIES. THROUGH ONGOING PROFESSIONAL CASE MANAGEMENT AND MENTORSHIP FROM DEDICATED TRAINED VOLUNTEERS, PARTICIPANTS ACHIEVE IMPRESSIVE ACADEMIC GAINS, AVOID CRIMINAL ACTIVITY AND OTHER RISKY BEHAVIORS, DEVELOP SOCIALLY AND EMOTIONALLY, AND HAVE A BRIGHTER OUTLOOK ON THEIR FUTURE. 0 0 MENTORING PROGRAM OPTIONS: BIG BROTHERS BIG SISTERS MENTORING PROGRAM IS A PROVEN, EVIDENCE-BASED INTERVENTION THAT MAKES A LIFE-CHANGING IMPACT IN THE LIVES OF YOUTH, FAMILIES, AND VOLUNTEER MENTORS. OUR MENTORING PROGRAM OFFERS THREE ONE-TO-ONE OPTIONS. IN EACH, VOLUNTEERS ENGAGE WITH THEIR MENTEE 2-4 TIMES PER MONTH. IN 2024, WE SERVED 1,806 YOUTH AGES 6-21 WHO WERE ELIGIBLE FOR FREE OR REDUCED-PRICED MEALS (88%), LIVED IN NON TWO-PARENT HOUSEHOLDS (60%), AND/OR HAD AN INCARCERATED PARENT (12%). 1225395 1) COMMUNITY-BASED MENTORING (1:1 MENTORING):YOUTH ENGAGE WEEKLY WITH VOLUNTEER MENTORS THROUGHOUT THE COMMUNITY AND SPEND TIME TOGETHER DOING ACTIVITIES THEY CHOOSE BASED ON MUTUAL INTEREST. THROUGH COMMUNITY-BASED MENTORING, YOUTH EXPERIENCE A WIDE RANGE OF NEW, FUN, AND EDUCATIONAL ACTIVITIES. IN ADDITION, YOUTH BUILD CONFIDENCE, LEARN RESILIENCY, AND GAIN NEW PERSPECTIVES REGARDING THE ROLE THEY PLAY IN OUR COMMUNITY. 907972 70600 2) SCHOOL-BASED MENTORING (1:1 MENTORING): STUDENTS ENGAGE WITH VOLUNTEER MENTORS WEEKLY, DURING OR AFTER THE SCHOOL DAY, AT ONE OF OUR PARTNER ELEMENTARY OR MIDDLE SCHOOL LOCATIONS IN MILWAUKEE AND WAUKESHA COUNTIES (INCLUDING SEVEN MILWAUKEE PUBLIC SCHOOLS) FOR EDUCATIONALLY FOCUSED MENTORING, INCLUDING ASSISTANCE WITH HOMEWORK AND ENRICHMENT ACTIVITIES THAT INCORPORATE CLASSROOM CONCEPTS. 3) MENTOR2.0 (1:1 MENTORING):MENTOR2.0 IS A PROVEN, TECHNOLOGY-ENRICHED MENTORING PROGRAM FOR HIGH SCHOOL STUDENTS. IT PROVIDES SUPPORT AND GUIDANCE, HELPING STUDENTS GRADUATE AND SUCCEED IN BOTH COLLEGE AND THE WORKFORCE. MENTOR2.0 COMBINES IN-PERSON MENTORING WITH SAFE, SECURE ONLINE COMMUNICATION AND A COMPREHENSIVE WEEKLY CURRICULUM FOCUSED ON COLLEGE AND CAREER READINESS. 4) GROUP FACILITATED MENTORING (BEYOND 1:1 MENTORING): GROUP FACILITATED MENTORING (GFM) IS AN ADDITION TO OUR PROGRAM SERVICES TO SUPPORT MORE YOUTH WHO ARE NOT MATCHED IN A ONE-TO-ONE MENTORING RELATIONSHIP. WE OFFER GFM TO ELEMENTARY STUDENTS WHERE THE FOCUS IS SOCIAL EMOTIONAL LEARNING, COLLEGE AND CAREER READINESS FOR HIGH SCHOOL YOUTH, AND SERVICES FOR YOUTH WAITING FOR A MENTOR. 2133367 1 1 0 0 0 0 0 0 0 1 1 1 0 1 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 24 0 1 48 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X BARBARA NAMOWICZ 4142584778 770 N JEFFERSON ST SUITE 200 MILWAUKEE WI 53202 NEIL WILLENSON PRESIDENT & CEO 40.00 X 169347 0 31976 BARB NAMOWICZ VP FINANCE/ADM 40.00 X 92032 0 3430 DREW GLAUBKE CHAIR 1.00 X X 0 0 0 MATT MEULENERS VICE CHAIR 1.00 X X 0 0 0 JOHN REISEL SECRETARY 1.00 X X 0 0 0 KATE MCDONALD TREASURER 1.00 X X 0 0 0 TONY BARTELL DIRECTOR 1.00 X X 0 0 0 PAMELA BELL DIRECTOR 1.00 X 0 0 0 JOANNE BIRTWISTLE DIRECTOR 1.00 X 0 0 0 CHRISTIANA BLEADSOE DIRECTOR 1.00 X 0 0 0 SETH BROIDY DIRECTOR 1.00 X 0 0 0 LIZ CALDWELL DIRECTOR 1.00 X 0 0 0 ALGENE CARAULIA DIRECTOR 1.00 X 0 0 0 ANDREA CORONA DIRECTOR 1.00 X 0 0 0 MAHESH DAMODAR DIRECTOR 1.00 X 0 0 0 KEVIN DELAHUNT DIRECTOR 1.00 X 0 0 0 TAHEREH DELEON DIRECTOR 1.00 X 0 0 0 KIMBERLY DODD DIRECTOR 1.00 X 0 0 0 MICHAEL FRANCIS DIRECTOR 1.00 X 0 0 0 CARISSA GINGRAS DIRECTOR 1.00 X 0 0 0 ANDREW HESSELBACH DIRECTOR 1.00 X 0 0 0 DANIEL KIEFFER DIRECTOR 1.00 X 0 0 0 CHLOE KINSEY DIRECTOR 1.00 X 0 0 0 KEVIN KLIMARA DIRECTOR 1.00 X 0 0 0 AMAR KOTHAPALLI DIRECTOR 1.00 X 0 0 0 JEFFREY LAVALLE DIRECTOR 1.00 X 0 0 0 KATIE LOTT DIRECTOR 1.00 X 0 0 0 MELINDA MAHDASIAN DIRECTOR 1.00 X 0 0 0 DUANE MAIER DIRECTOR 1.00 X 0 0 0 MIKE MCCOY DIRECTOR 1.00 X 0 0 0 SAURAV MUKHERJEE DIRECTOR 1.00 X 0 0 0 VIJAY NARAYAN DIRECTOR 1.00 X 0 0 0 STEPHANIE NOOK DIRECTOR 1.00 X 0 0 0 AHMAD QAWI DIRECTOR 1.00 X 0 0 0 MEGAN SEPPMANN DIRECTOR 1.00 X 0 0 0 RYAN TAMMINGA DIRECTOR 1.00 X 0 0 0 MOLLY THIEL DIRECTOR 1.00 X 0 0 0 SHERRY TOLKAN DIRECTOR 1.00 X 0 0 0 STEPHANIE WARREN DIRECTOR 1.00 X 0 0 0 JODI WEBER DIRECTOR 1.00 X 0 0 0 NICK ZARCONE DIRECTOR 1.00 X 0 0 0 261379 0 35406 1 0 1 0 0 97288 900812 366075 1526884 80906 2891059 139873 139873 204284 900812 247669 -43385 -43385 OTHER INCOME 900099 7906 7906 7906 2995453 0 0 104394 70600 70600 332906 218730 42846 71330 1641896 1075608 221176 345112 44765 27009 8655 9101 311406 220298 8091 83017 149205 85784 33731 29690 19732 19732 7835 7835 57781 46917 3797 7067 10811 10811 109185 78046 7692 23447 73495 38553 8220 26722 213427 152086 27727 33614 11150 10664 79 407 19817 11307 5818 2692 26286 26286 7383 5823 1095 465 41324 28752 4806 7766 DUES AND SUBSCRIPTIONS 25233 23330 734 1169 PROGRAM ACTIVITIES 2353 2353 VOLUNTEER EVENTS & CULT 410 410 BAD DEBT EXPENSE 343 343 3177343 2133367 402377 641599 135516 205091 3396945 3070686 346163 348968 78564 81697 205468 27390 27565 178078 768496 889037 162435 1747990 4915684 6521547 170456 214568 49700 60550 115969 1741656 336125 2016774 X 4211710 3949867 367849 554906 4579559 4504773 4915684 6521547 -181890 107104 0 X 0 1 X 1 0 X 2717989 2847015 3082632 2536562 2891059 14075257 2717989 2847015 3082632 2536562 2891059 14075257 956389 13118868 2966 1329 64910 157119 139873 366197 5370 7906 13276 14454730 721244 0.90760 0.91150 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2023 AMOUNT: $ 5,370. 2024 AMOUNT: $ 7,906. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 768496 20000 108376 7835 889037 354460 354947 63935 4846 768496 243419 100000 11041 354460 265126 -21707 243419 205028 62983 2885 265126 1.00000 1 0 170875 4590 166285 34593 22800 11793 178078 GREATER MILWAUKEE FOUNDATION 889037 F 889037 RIGHT-OF-USE OPERATING LEASE ASSET 1731679 ACCRUED INTEREST 16311 1747990 RIGHT-OF-USE OPERATING LEASE LIABILITY 1741656 1741656 X 3344624 107104 249902 357006 2987618 7835 7835 2995453 3419410 249902 249902 3169508 7835 7835 3177343 PART V, LINE 4: THE ENDOWMENT IS ESTABLISHED TO SUPPORT THE OPERATIONS OF THE ORGANIZATION ON AN ONGOING BASIS. THE ORGANIZATION INTENDS TO REINVEST ALL ENDOWMENT EARNINGS AND NOT TAKE ANY DISTRIBUTIONS UNTIL THE ENDOWMENT HAS REACHED $1,000,000. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF JUNE 30, 2025, THE ORGANIZATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. THE ORGANIZATION DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR. BFKS 227746 222055 5691 4722 18354 16634 GALA 561132 424999 136133 4530 1500 46743 41633 2 316218 253758 62460 23369 37074 13847 39263 1105096 900812 204284 32621 56928 60590 97530 247669 -43385 1 SCHOLARSHIPS 17 70600 PART I, LINE 2: EDUCATIONAL SCHOLARSHIPS ARE PROVIDED TO SELECTED SCHOLARSHIP WINNERS TOWARDS THEIR VERIFIED EDUCATIONAL EXPENSES. X X X X X 0 0 0 0 0 0 0 0 0 NEIL WILLENSON PRESIDENT & CEO 169347 0 0 0 0 0 4132 0 27844 0 201323 0 0 0 X 1 2906 FMV X OFFICE FURNITURE 1 78000 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY REQUIRES IDENTIFICATION OF POTENTIAL CONFLICTS OF INTEREST BY ALL BOARD MEMBERS AND EMPLOYEES. DIRECTORS MUST ABSTAIN FROM ANY VOTE WHERE THAT POTENTIAL EXISTS AND IS ENFORCED AT ALL BOARD MEETINGS. BOARD MEMBERS & EMPLOYEES SIGN CONFLICT OF INTEREST FORMS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD CHAIR AND THE EXECUTIVE COMMITTEE SET THE CEO'S SALARY BASED ON REVIEW OF COMPARABLE SALARIES IN THE LOCAL MARKET. THE EXECUTIVE COMMITTEE REVIEWS THE CEO'S PERFORMANCE ANNUALLY. THE PRESIDENT AND CEO USES SURVEYS OF LOCAL NONPROFIT ORGANIZATIONS TO DETERMINE THE COMPENSATION OF KEY EMPLOYEES BASED ON COMPARABLE SALARIES IN THE LOCAL MARKET. ALL POSITIONS RECEIVE AN ANNUAL PERFORMANCE REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL MAKE AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO INDIVIDUALS AND ORGANIZATIONS UPON REQUEST.