2023-07-12T12:26:37-05:00 2022-08-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2021-09-01 910673185 BIG BROTHERS BIG SISTERS OF PUGET SOUND BIGB 2064569789 1600 SOUTH GRAHAM STREET SEATTLE WA 98108 F MARSH KELLEGREW ACTING CFO 2064569789 2023-07-10 1 F MARSH KELLEGREW XXX-XX-XXXX ALLEN GILBERT CPA P01380103 4252506100 2023-07-02 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z F MARSH KELLEGREW 1600 SOUTH GRAHAM STREET SEATTLE WA 98108 7825101 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 55 900 0 0 2999619 7101997 35791 23508 1831 11651 93661 10702 3130902 7147858 0 0 0 0 2271003 2237441 0 44750 666586 666656 1172914 2937659 3455105 193243 3692753 5225604 8383591 961122 429970 4264482 7953621 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 2340821 0 23508 SEE SCHEDULE O 2340821 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 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 32 0 1 55 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 1 0 1 1 1 1 1 1 1 1 0 X X F MARSH KELLEGREW 2064569789 1600 S GRAHAM ST SEATTLE WA 98108 MARSH KELLEGREW ACTING CFO 45.00 X 145914 0 0 LYDIA MUNIZ ACTING GENERAL MANAGER 45.00 X 229300 0 0 ALONDA WILLIAMS CEO 45.00 X 38462 0 1806 BRIAN HAYDEN SECRETARY 4.00 X X 0 0 0 PETER FONFARA TREASURER 4.00 X X 0 0 0 MAURICE JAMES BOARD CHAIR 4.00 X X 0 0 0 PAT OGAWA BOARD VICE CHAIR 4.00 X X 0 0 0 KELLY SOUZA BOARD MEMBER 2.00 X 0 0 0 PETER SALADINO BOARD MEMBER 2.00 X 0 0 0 DAN ROSALES BOARD MEMBER 2.00 X 0 0 0 BRYCE PHILLIPS BOARD MEMBER 2.00 X 0 0 0 STEPHEN MCKAY BOARD MEMBER 2.00 X 0 0 0 LIONEL LEE BOARD MEMBER 2.00 X 0 0 0 ENGEL LEE BOARD MEMBER 2.00 X 0 0 0 PETE GOSSIN BOARD MEMBER 2.00 X 0 0 0 NOAH FLETCHER BOARD MEMBER 2.00 X 0 0 0 IAN FLATT BOARD MEMBER 2.00 X 0 0 0 JENNIFER DUNCAM BOARD MEMBER 2.00 X 0 0 0 DAMON DANIELS BOARD MEMBER 2.00 X 0 0 0 KEVIN CAROTHERS BOARD MEMBER 2.00 X 0 0 0 JENNIFER BITZER BOARD MEMBER 2.00 X 0 0 0 ROB BENNETT BOARD MEMBER 2.00 X 0 0 0 GAVIN BARTLETT BOARD MEMBER 2.00 X 0 0 0 TIMOTHY BARBER BOARD MEMBER 2.00 X 0 0 0 JENNEFER ANDREWS BOARD MEMBER 2.00 X 0 0 0 J OFORI AGBOKA 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 413676 0 1806 4 0 1 0 2 855881 1750140 4495976 191907 7101997 OTHER 812900 15631 15631 BACKGROUND CHECK REIMB 812900 7877 7877 23508 8664 8664 14690 11703 2987 2987 2987 0 855881 196947 -196947 -196947 676242 468593 207649 207649 7147858 23508 0 22353 X 371463 260023 55720 55720 1489170 1241540 34324 213306 38873 27107 4481 7285 186398 124687 29491 32220 151537 91253 32072 28212 879 879 16525 16525 25517 25517 44750 44750 346606 129491 187043 30072 44949 5917 4258 34774 81789 26423 23063 32303 92658 74664 9880 8114 5454 4621 676 157 74507 50412 21240 2855 46154 39393 3607 3154 60297 43164 8103 9030 76466 53147 11944 11375 IN-KIND EXPENSES 100467 88476 11991 EVENT MATERIALS AND SUP 88115 34 19 88062 BAD DEBT EXPENSES 47868 47868 PARTICIPANT EXPENSES 28679 27214 47 1418 35984 27738 4326 3920 3455105 2340821 447698 666586 1024254 1065666 1652034 3555121 298590 1550161 5355 21714 27628 2608 128780 144384 1756994 825303 954732 931691 1057281 1041964 76950 70282 5225604 8383591 375154 379394 32314 0 95834 50576 457820 0 961122 429970 X 3877462 6948510 387020 1005111 4264482 7953621 5225604 8383591 3692753 -3614 0 X X 0 1 X 1 0 X 962551 3185689 3535800 2999619 6402151 17085810 962551 3185689 3535800 2999619 6402151 17085810 3524384 13561426 3507 6623 6838 1831 8664 27463 15324 9048 11299 93661 129332 17242605 116704 0.78650 0.90180 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REFUNDS AND REIMBURSEMENTS - 2017 AMOUNT: $ 15,324. 2018 AMOUNT: $ 9,048. 2019 AMOUNT: $ 251. FUNDRAISING REVENUE - 2019 AMOUNT: $ 126,402. 2020 AMOUNT: $ 8,063. 2021 AMOUNT: $ 0. DONATION CENTER NET REVENUE - 2019 AMOUNT: $ 143,118. 2020 AMOUNT: $ 233,775. 2021 AMOUNT: $ 0. FUNDRAISING EXPENSES - 2019 AMOUNT: $ -267,405. 2020 AMOUNT: $ -148,177. 2021 AMOUNT: $ 0. GAIN FROM SALES - 2019 AMOUNT: $ 8,933. 2021 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 25517 0 0 25517 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 1172845 644295 528550 1959 1959 0 283761 179049 104712 931691 7174595 -3614 30351 26737 7147858 0 7147858 3485456 30351 30351 3455105 0 3455105 X X X X X X X 1 SHELBY LANTING 6107 188TH ST SE SNOHOMISH WA 98296 SPECIAL EVENT COORDINATOR 0 845140 44750 800390 845140 44750 800390 WA GALA 591620 591620 7305 19649 42610 SPRING EVENT 138070 138070 15175 6500 39426 2 126191 126191 2215 34674 5025 24368 855881 855881 2215 49849 18830 19649 106404 196947 -196947 0 0 0 0 0 0 0 0 0 LYDIA MUNIZ ACTING GENERAL MANAGER 229300 0 0 0 0 0 0 0 0 0 229300 0 0 0 X 750 72600 SELLING PRICE X 57 21181 VALUE @ MARKET CLOSE X 1 4685 RETAIL PRICE X EVENT TICKETS 17 44201 RETAIL PRICE X TEXTILES 1 20000 FMV X MISCELLANEOUS 3 13200 RETAIL PRICE X AUCTION ITEMS 28 12540 FMV X SOFTWARE 1 3500 RETAIL PRICE 0 0 1 1 PART I, COLUMN (B): THE NUMBER FOR COLUMN B IS THE NUMBER OF CONTRIBUTORS. 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 972 CHILDREN AND MENTORS IN THE PUGET SOUND AREA IN FISCAL YEAR 2022. 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. ALL DECISIONS OF THE BOARD SHALL BE DRIVEN BY 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 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 2022 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 VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC LYDIA MUNIZ - 1631 BAY DR, MIAMI, FL 33141. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 69,475. MANAGEMENT AND GENERAL EXPENSES 125,245. FUNDRAISING EXPENSES 14,781. TOTAL EXPENSES 209,501. STAFFING FEES: PROGRAM SERVICE EXPENSES 60,016. MANAGEMENT AND GENERAL EXPENSES 61,798. FUNDRAISING EXPENSES 15,291. TOTAL EXPENSES 137,105. FORM 990, PART XII, LINE 2C THE PROCESS FOR SELECTING THE AUDIT FIRM HAS NOT CHANGED FROM THE PRIOR YEAR.