2024-11-11T14:06:10-06:00 2023-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2023-01-01 237062976 BakerRipley BAKE 7136679400 PO Box 231808 Houston TX 772231808 Kirk Rummel CFO, CAO 7136679400 2024-11-11 1 0 Barbara Murphy P01386215 7134395739 2024-11-11 2023 2024-10-15 13:58:12Z Claudia Aguirre PO Box 231808 Houston TX 772231808 543274850 0 X www.bakerripley.org X 1907 TX To connect low-income Neighbors to opportunity so they can achieve the life they've imagined. 22 22 1883 2093 0 0 584343958 523132583 5109402 6540574 13960884 2538472 9029 441967 603423273 532653596 457920908 407990671 0 0 94381807 96431778 0 92500 1489704 39418821 40284633 591721536 544799582 11701737 -12145986 166584184 166501038 57256905 61268983 109327279 105232055 X BakerRipley's mission is to bring resources, education, and connection to emerging neighborhoods. We work with residents to help them discover the strengths and skills necessary to become productive, self-sufficient individuals. 0 0 448877117 406774144 3788462 BakerRipley Public Sector Solutions (includes Workforce Initiatives and Regional Initiatives) operates 12 of the 29 Career Offices along with the Financial Aid Payment Office for the 13 county Gulf Coast Workforce Solutions System and operates the Child Care Services programs for Coastal Bend, Capital Area, East Texas, and Rural Capital workforce regions. Through Workforce Solutions, 51,562 individuals received employment services and 87,681 individuals received financial aid to support their work and training activities throughout 48 Texas counties. The Veterans Services program served 1,190 veterans and their family members. The Utility Assistance and Weatherization programs served 32,426 individuals including the elderly, disabled, and low-income families with young children. 51531438 10171 2289 BakerRipley Choices in Education (includes Head Start and BakerRipley Community Schools) provides opportunities for students (birth to 8th grade) and their parents through an innovative education system that promotes quality, consistency and connection at every juncture of a child's life. Our goal is to ensure that families have access to services that ensure success in the classroom and for the rest of their lives. Our Early Head Start/Head Start program provides comprehensive child development in an all-year, full-day format that supports working parents. This program served 5,377 infants through pre-school age children and their 7,551 parents. Our Charter School offers a well-balanced education experience for 2,900 pre-kindergarten through eighth grade children. 13227983 743532 2747043 BakerRipley Community Based Initiatives (includes Community Initiatives and Economic Initiatives) build on the unique economic and social assets of individuals and their neighborhoods, moving them to self-sufficiency and an improved quality of life. Largely supported by private philanthropic investment, our community and economic-based programs engage and connect individuals to the resources that meet their emerging needs and aspirations. We provide a continuum of services including free tax preparation, family health and education, immigration and citizenship services, small business services, and learning opportunities for neighbors. In 2023, BR served a total of 291,206 individuals. (See Schedule O)The adult education programs offered an opportunity for 1,029 low-income students prepare themselves for the workforce or college through adult basic education, English as a Second Language, and digital literacy courses as well as support services and coaching to improve their persistence and increase their chances of success. 2999219 462823 2780 BakerRipley Health & Wellness (includes Health & Wellness Initiatives and Senior Services) offers programs focused on improving physical health and emotional well-being through senior centers, and evidence-based health promotion programs. These holistic programs and services impact health, wellness, engagement, and connection, helping older adults to remain physically active, maintain a sense of purpose, engage in meaningful relationships with others, and contribute and give back to help others and the community. In 2023, BR served a total of 3,749 seniors. 2999219 462823 2780 516635757 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 1 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 3243 0 1 1883 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Kirk Rummel 7136695371 4450 Harrisburg Blvd Houston TX 77011 Gwen Emmett Chair 2.00 0.00 X X 0 0 0 Matthew Barnes Vice Chair 2.00 0.00 X X 0 0 0 Caroline Baker Hurley Vice Chair 2.00 0.00 X X 0 0 0 Tommy Inglesby Vice Chair 2.00 0.00 X X 0 0 0 Heather Simpson Vice Chair 2.00 0.00 X X 0 0 0 Hank Holmes Finance & Admin. Chair 2.00 0.00 X X 0 0 0 Irma Diaz-Gonzalez Secretary 2.00 0.00 X X 0 0 0 Allison O Bashir Director 2.00 0.00 X 0 0 0 Warren Broadnax Director 2.00 0.00 X 0 0 0 Eloy Cortez Director 2.00 0.00 X 0 0 0 Rakhee Das Director 2.00 0.00 X 0 0 0 Jeff Dudderar Director 2.00 0.00 X 0 0 0 Dr Christopher Greeley Director 2.00 0.00 X 0 0 0 Tyrell H Green Director 2.00 0.00 X 0 0 0 David Hawes Director 2.00 0.00 X 0 0 0 Henry Jones Director 2.00 0.00 X 0 0 0 Dr Roberta Leal Director 2.00 0.00 X 0 0 0 Barrett Reasoner Director 2.00 0.00 X 0 0 0 Carleton Riser Director 2.00 0.00 X 0 0 0 Nasruddin Rupani Director 2.00 0.00 X 0 0 0 Tom Sanders Director 2.00 0.00 X 0 0 0 Elizabeth Schiffer Director 2.00 0.00 X 0 0 0 Emily Sheeren Director 2.00 0.00 X 0 0 0 Claudia Aguirre President & CEO 40.00 0.00 X 487423 0 25208 Kirk G Rummel Jr CFO, CAO 40.00 2.00 X 304985 0 17740 H Rene Solis Chief Program Officer 40.00 2.00 X 283053 0 16924 Mary R Cahill Chief Development Officer 40.00 0.00 X 219038 0 12957 Kate Birenbaum General Counsel 40.00 0.00 X 233282 0 8114 Muhammadou Drammeh Sr Dir, Controller 40.00 0.00 X 179705 0 13790 Julie Jenkins Sr Dir, P&C 40.00 0.00 X 172851 0 6918 Joel Munoz Jr Asst Superintendent, School Admin 40.00 0.00 X 157753 0 10901 Michael Napoleon Jr Sr Dir, IT 40.00 0.00 X 157081 0 17094 Barbara Schetter Sr Dir, Regional Initiatives 40.00 0.00 X 154331 0 13874 Steve Gomez Chief of Special Projects 40.00 0.00 X 154257 0 17858 Regina E Harris Chief of Staff 40.00 0.00 X 159904 0 12771 Matthew B Starr Sr Dir, Facilities Plan 40.00 0.00 X 156818 0 16720 Melanie N Fisk Sr Dir, Prog Strategic Plan Eval 40.00 0.00 X 156407 0 12549 Christina Rodriguez Sr Dir, Community Initiatives 40.00 2.00 X 156194 0 12998 J Angela Blanchard Former President 0.00 0.00 X 160000 0 0 3293082 0 216416 50 1 1 0 Maintenance of Houston 4007 Waldo St Houston TX 77063 Janitorial services 2505716 Payless Insulation 1830 W 15th St Houston TX 77008 Construction 1001198 Nash Industries 6610 Supply Row Houston TX 77011 Construction 917695 UKG Inc 1485 N Park Dr Weston FL 33326 Payroll services 811093 First Capital Contractors 26886 Wellington Ct Kingwood TX 77339 Construction 768949 53 2017362 496272 516850257 3768692 349516 523132583 Public Sector Solutions 624100 3788462 3788462 CBI, Family Services 624100 1912715 1912715 Facility Usage Fees 531120 834328 834328 Health/Wellness, Senior Services 624100 2780 2780 Choices in Education 624410 2289 2289 6540574 1418167 1418167 11445286 50953 10375934 0 1069352 50953 1120305 1120305 86750 496272 245320 -158570 -158570 23964 0 23964 23964 Insurance proceeds 900099 393116 393116 Refunds, other revenue 900099 183457 183457 576573 532653596 6540574 0 2980439 1026828 1026828 406963843 406963843 3337469 794986 2321968 220515 76566388 62470029 13541440 554919 4135365 3603010 490529 41826 7518194 6144413 1323608 50173 4874362 3653335 1164612 56415 217741 28383 189358 285130 26230 258900 92500 92500 133144 133144 7266217 5352608 1746253 167356 68965 34845 34120 6545889 6226528 276285 43076 1905384 964076 907916 33392 18144468 14838813 3236093 69562 685974 645088 37809 3077 798804 562653 219747 16404 580914 366700 214214 3080746 2521291 423647 135808 130622 45209 85413 Other expenses 326129 289673 36456 Membership dues 114506 77216 32609 4681 544799582 516635757 26674121 1489704 8862303 14098586 1265949 78974 28100663 25501667 213938 175693 15877700 15877700 2670962 2630121 63840315 24234653 40881233 39605662 40665635 44785627 1005945 1048975 27039856 22698033 166584184 166501038 26171051 28551563 1220468 523443 29865386 32193977 57256905 61268983 X 67023075 64926608 42304204 40305447 109327279 105232055 166584184 166501038 X -12145986 7838531 212231 X 0 1 X 1 1 1 X 358650192 539975208 576437887 584343958 523132583 2582539828 358650192 539975208 576437887 584343958 523132583 2582539828 2582539828 1265262 1048214 1548927 1057969 1418167 6338539 2588878367 24230024 0.99760 0.99710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 544666438 544666438 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 39921179 9382399 4638486 44665092 47565388 -6025867 1618342 39921179 42633588 5931793 999993 47565388 39556256 4156289 1078957 42633588 34200149 6475539 1119432 39556256 0.38870 0.30858 0.30272 0 0 6442137 6442137 3678007 41725727 14242909 31160825 2127919 2100061 27858 9259837 7891683 1368154 606688 606688 39605662 Right-of-use assets 22698033 22698033 Payable to affiliates 8881178 Lease liabilities 23312799 32193977 Part V, Line 4: The BakerRipley Endowment Fund was established for the purpose of supporting operating needs and program services that are consistent with BakerRipley's mission and providing for growth and expansion of current programs and/or creation of new programs. The Fund includes both donor-restricted endowment funds and funds designated by the Board of Directors of BakerRipley to function as endowments. Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Investments 1048975 0 0 0 0 0 0 1048975 0 1048975 1 0 1 1 0 0 Part I, Line 3f - Investments & Expenditures Per Region The amount reported in Part I, Line 3 represents the fair value of foreign investments held at the end of the fiscal year. X X X X X X X 1 Dini Spheris 2727 Allen Parkway Ste 1650 Houston TX 77019 Consulting 0 0 92500 0 92500 TX CA BakerRipley Experience 583022 496272 86750 109072 3778 132470 583022 496272 86750 109072 3778 132470 245320 -158570 1 Chinese Community Center Inc 9800 Town Park Dr Houston TX 77036 760067885 501(c)(3) 100700 0 Utiltiy Assistance Goldberg B'Nai B'Rith Towers 10909 Fondren Rd Houston TX 77096 741684172 501(c)(3) 50471 0 Senior Meals Montrose Counseling Center 401 Branard 2nd Floor Houston TX 77006 742050245 501(c)(3) 19257 0 Senior Meals New Life Enrichment Center 4828 Almeda Genoa Rd Houston TX 77048 261936330 501(c)(3) 20242 0 Senior Meals Wesley Community Center Inc 1410 Lee St Houston TX 77009 741132578 501(c)(3) 30495 0 Senior Meals United Way of Greater Houston 50 Waugh Dr Houston TX 77007 741167964 501(c)(3) 505897 0 Child Care Church World Service Inc 6671 Soutwest Freeway 421 Houston TX 77074 134080201 501(c)(3) 299766 0 Immigration 7 0 Child Care 114956 354232855 Employment Assistance 7586 16389815 Utility & Weatherization Assistance 22126 32937317 Tuition Assistance 100 111616 Disaster Recovery Assistance 3766 355856 Housing Assistance -Veterans, Families 722 2459906 Immigration Assistance 1058 99355 Senior Transportation, Meals, Other 239 342358 School Uniforms, Supplies 1080 23711 School Transportation Assistance 255 10171 Part I, Line 2: Staff members of BakerRipley develop checklists, spreadsheets and reports in order to monitor program compliance based on the rules and regulations associated with each contract that provides funding for individuals. X X X X X X 1 1 0 0 0 0 0 0 0 Claudia Aguirre President & CEO 477383 0 0 0 10040 0 12200 0 13008 0 512631 0 0 0 Kirk G Rummel Jr CFO, CAO 277517 0 0 0 27468 0 11073 0 6667 0 322725 0 0 0 H Rene Solis Chief Program Officer 256601 0 0 0 26452 0 10264 0 6660 0 299977 0 0 0 Kate Birenbaum General Counsel 202841 0 0 0 30441 0 8114 0 0 0 241396 0 0 0 Mary R Cahill Chief Development Officer 198500 0 0 0 20538 0 6290 0 6667 0 231995 0 0 0 Muhammadou Drammeh Sr Dir, Controller 178705 0 1000 0 0 0 7307 0 6483 0 193495 0 0 0 Julie Jenkins Sr Dir, P&C 169382 0 3469 0 0 0 6918 0 0 0 179769 0 0 0 Michael Napoleon Jr Sr Dir, IT 157081 0 0 0 0 0 6589 0 10505 0 174175 0 0 0 Matthew B Starr Sr Dir, Facilities Plan 155818 0 1000 0 0 0 6173 0 10547 0 173538 0 0 0 Regina E Harris Chief of Staff 157188 0 0 0 2716 0 6288 0 6483 0 172675 0 0 0 Steve Gomez Chief of Special Projects 154257 0 0 0 0 0 5383 0 12475 0 172115 0 0 0 Christina Rodriguez Sr Dir, Community Initiatives 153154 0 3040 0 0 0 6331 0 6667 0 169192 0 0 0 Melanie N Fisk Sr Dir, Prog Strategic Plan Eval 153317 0 3090 0 0 0 6435 0 6114 0 168956 0 0 0 Joel Munoz Jr Asst Superintendent, School Admin 129982 0 27771 0 0 0 4801 0 6100 0 168654 0 0 0 Barbara Schetter Sr Dir, Regional Initiatives 151241 0 3090 0 0 0 6342 0 7532 0 168205 0 0 0 J Angela Blanchard Former President 0 0 0 0 160000 0 0 0 0 0 160000 0 0 0 Part I, Lines 4a-b The full amount of J. Angela Blanchard's compensation reported on Part II was severance pay. The following officers received contributions to a Sec. 457(f) nonqualifed benefit plan in 2023: Kate Birenbaum - $46,000 H. Rene Solis - $25,000 X 3 261659 FMV X Equipment 137 87856 FMV 0 1 0 Form 990, Part VI, Section A, line 1a The Executive Committee consists of the Chair, Immediate Past Chair, Vice-Chairs, Secretary, the Chair of the Finance & Administration Committee, any other Board Officers, and no more than five other Directors appointed by the Chair and approved or ratified by the Board. The Executive Committee is delegated the full authority to act for the Board between Board meetings when pressing matters require action. Form 990, Part VI, Section A, line 1a The Board may elect Life Directors who have served BakerRipley with special distinction. A Life Director typically has full voting rights and responsibilities. On the recommendation of the Nominating Committee, the Board may determine that a Life Director is inactive, in which event the Life Director will have only an advisory role and will have no voting rights or responsibilities as a Director. Form 990, Part VI, Section A, line 2 Helder Rene Solis and Claudia Aguirre have a family relationship. Form 990, Part VI, Section B, line 11b Form 990 is first reviewed by both the Chief Financial Officer and the Controller. A copy is then provided to the Finance and Administration Committee for review and approval before being distributed to the entire Board and being filed with the IRS. Form 990, Part VI, Section B, line 12c As stated in BakerRipley's Board of Directors' Policies, "Each Board Member must disclose any relationship from which a conflict may arise. A Board Member who fails to disclose a potential conflict of interest, after allowed the opportunity to provide an explanation, will be subject to appropriate disciplinary action should the Board find the member negligent in his/her duties." Board Members, Officers and certain employees are required to complete an Annual Disclosure Statement to report all actual, perceived, and potential conflicts of interest that have arisen as a result of their service or employment with BakerRipley. The Annual Disclosure Statement must be completed and returned in a timely manner. Board Members, Officers and certain employees are also required to provide notice to the President/CEO of actual, perceived, or potential conflicts of interest as they occur throughout the year. The Board, or a Committee so designated, periodically reviews the conflict of interest disclosure statements for continued compliance. Form 990, Part VI, Section B, line 15 The Compensation Committee of the Board approves compensation for the President/CEO based on salary surveys of CEO positions of similar sized non-profit organizations along with a review of Form 990 information from other non-profit organizations. The Compensation Committee also approves compensation of other Officers and key employees annually based on salary surveys of positions in similar sized non-profit organizations along with the review of the Form 990 information from other non-profit organizations. Form 990, Part VI, Section C, line 19 BakerRipley provides information to the public upon request in compliance with the Texas Public Information Act. Form 990, Part XI, line 9: Net gain on change in lease estimate 212,231. Daniel and Edith Ripley LLC PO Box 231808 Houston TX 772231808 206232225 Hold property TX 3063788 30601568 BakerRipley NCI Community Fund Inc PO Box 231808 Houston TX 772231808 204121892 Charitable and educational purposes TX 501(c)(3) Line 7 BakerRipley 1 Communities for Good Fund Inc PO Box 231808 Houston TX 772231808 813546737 Support BakerRipley TX 501(c)(3) Line 12a, I BakerRipley 1 Promise Ventures Corporation 4450 Harrisburg Blvd Ste 200 Houston TX 77011 455077192 Administer childcare service grants TX BakerRipley C 30636814 1337297 1.00000 1 0 0 1 0 1 1 0 0 0 0 1 0 0 1 1 0 1 1 0 NCI Community Fund Inc E 218531 FMV NCI Community Fund Inc K 327719 FMV Communities for Good Fund Inc C 650119 FMV Communities for Good Fund Inc E 2736839 FMV Communities for Good Fund Inc K 2240172 FMV Promise Ventures Corporation D 74192 FMV Promise Ventures Corporation F 61906 Cash Promise Ventures Corporation Q 5207781 Cash