2025-07-11T08:38:38-05:00 2024-08-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2023-09-01 910673185 BIG BROTHERS BIG SISTERS OF PUGET SOUND BIGB 2064569789 12600 SE 38TH STREET SUITE 150 BELLEVUE WA 98006 MARSH KELLEGREW CFO 2064569789 2025-07-10 1 1 ALLEN GILBERT CPA P01380103 4252506100 2025-06-25 2023 2025-03-06 01:10:19Z ALONDA WILLIAMS 12600 SE 38TH STREET SUITE 150 BELLEVUE WA 98006 7246273 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. 36 36 54 1731 0 0 3566099 3133511 0 0 120951 869266 -137327 -278402 3549723 3724375 0 0 0 0 2641134 2663678 45500 47504 931859 1358582 1561473 4045216 4272655 -495493 -548280 8115617 9209114 516177 1923214 7599440 7285900 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. 1 0 2473258 0 0 SEE SCHEDULE O 2473258 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 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 36 0 1 54 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 36 36 0 0 1 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 207651 0 10033 GENA DIVINE CHIEF DEVELOPMENT OFFICER THRU 12/2023 45.00 X 137356 0 11090 MARSH KELLEGREW CHIEF OPERATIONS AND FINANCIAL OFFICER 45.00 X 134292 0 11956 CAILA NICKERSON CHIEF PROGRAM & IMPACT OFFICER 45.00 X 110179 0 10593 BRIAN HAYDEN SECRETARY 4.00 X X 0 0 0 PETER FONFARA VICE CHAIR 4.00 X X 0 0 0 PAT OGAWA BOARD CHAIR 4.00 X X 0 0 0 STEPHEN MCKAY TREASURER 4.00 X X 0 0 0 J OFORI AGBOKA BOARD MEMBER 2.00 X 0 0 0 MICHELLE ALVERSON BOARD MEMBER 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 CATHERINE CAPTAIN BOARD MEMBER THRU 12/2023 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 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 KEVIN CONKLIN 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 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 MAURICE JAMES BOARD MEMBER 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 BRYCE PHILLIPS BOARD MEMBER 2.00 X 0 0 0 JOHN QUIRK 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 JONI WICKLINE BOARD MEMBER THRU 12/2023 2.00 X 0 0 0 GINA WILLIAMS BOARD MEMBER THU 12/2023 2.00 X 0 0 0 NATALIE ZIER BOARD MEMBER 2.00 X 0 0 0 589478 0 43672 4 0 1 0 KPMG LLP DEPT 0922 PO BOX 120922 DALLAS TX 75312 DEVELOPED AI MATCHING ENGINE 250000 1 897864 702473 1533174 204328 3133511 232664 232664 1944839 1114210 1702150 720297 242689 393913 636602 636602 66550 897864 478643 -412093 -412093 732168 620808 111360 111360 OTHER INCOME 900999 22331 22331 22331 3724375 0 0 590864 391454 274018 58718 58718 1844607 1150072 207827 486708 32315 9762 16286 6267 198395 133364 29419 35612 196907 102651 52279 41977 25636 25000 636 32012 32012 47504 47504 35203 35203 385114 227331 118391 39392 34762 14464 5789 14509 146458 51759 61689 33010 212854 145394 34363 33097 5361 4163 970 228 129723 62205 44887 22631 381 381 52490 39036 6608 6846 91373 49122 33639 8612 62765 43945 8687 10133 MISCELLANEOUS EXPENSES 110583 6322 91137 13124 PARTICIPANT EXPENSES 85407 84370 429 608 BAD DEBT EXPENSES 77979 25000 52979 IN-KIND EXPENSES 36824 14345 3188 19291 36548 35935 613 4272655 2473258 867538 931859 277278 374375 438929 4198 676495 308818 71206 5795 48508 229519 295519 951060 226421 1125325 724639 5049930 6129509 241140 1323548 8115617 9209114 196116 316527 129511 236398 190550 1370289 516177 1923214 X 7087325 7107345 512115 178555 7599440 7285900 8115617 9209114 -548280 234740 0 X X 0 1 X 1 0 X 3535800 2999619 7101997 3566099 3133511 20337026 3535800 2999619 7101997 3566099 3133511 20337026 3466127 16870899 6838 1831 8664 120951 232664 370948 251 14519 22331 37101 20745075 3701848 0.81320 0.82380 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REFUNDS AND REIMBURSEMENTS - 2019 AMOUNT: $ 251. 2022 AMOUNT: $ 14,519. 2023 AMOUNT: $ 22,331. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 34745 0 0 34745 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. 97172 5804 91368 494617 204031 290586 359271 16586 342685 724639 UNEMPLOYMENT TRUST ASSET 66042 ROU - ASSETS 1257506 1323548 OPERATING LEASE OBLIGATION 1370289 1370289 3983472 234740 24378 259118 3724354 21 21 3724375 4297012 24378 24378 4272634 21 21 4272655 PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 21. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 21. X X X X X X X 1 GFS EVENTS LLC 26325 SE 31ST ST SAMMAMISH WA 98075 MANAGEMENT OF SPRING AND GOLF EVENTS 0 696774 24504 672270 SHELBY LANTING 6107 188TH ST SE SNOHOMISH WA 98296 MANAGEMENT OF GALA EVENT 0 176561 23000 153561 873335 47504 825831 WA GALA 777607 728557 49050 80833 4134 116206 18219 143425 GOLF EVENT 107797 93847 13950 32288 3595 27753 2 79010 75460 3550 7613 13438 450 30689 964414 897864 66550 80833 44035 133239 18669 201867 478643 -412093 X 0 0 0 0 0 0 0 0 0 ALONDA WILLIAMS CEO 207651 0 0 0 0 0 2046 0 7987 0 217684 0 0 0 PART I, LINE 3 THE CEO'S SALARY IS ESTABLISHED DURING THE ANNUAL BUDGETING PROCESS AND APPROVED BY THE BOARD. X 12355 RETAIL X 9 5470 MARKET X 12 51900 TRAILER PARKING X 3 7880 RETAIL X AUCTION ITEMS 51 80833 RETAIL X FURNITURE 1 26340 RETAIL X EVENT TICKETS 523 19550 RETAIL 0 0 1 1 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 2 WE EXPANDED OUR SCHOOL-BASED PROGRAMS TO INCLUDE ADDITIONAL COHORTS OF OUR MIDDLE SCHOOL BIGS IN TECH PROGRAM. THIS EXPANSION INCLUDES AN ADDITIONAL COHORT OF 6TH GRADERS, RESULTING IN US SERVING 6TH, 7TH, AND 8TH GRADERS AT THREE MIDDLE SCHOOLS IN SEATTLE. ADDITIONALLY, WE INTRODUCED THE LUNCH BUDDIES PROGRAM AT BAKER MIDDLE SCHOOL IN TACOMA. GIVEN THE LONG-TERM ECONOMIC IMPACT OF MENTORING, WE ARE EXCITED TO EXTEND OUR PROGRAM TO YOUNGER YOUTH AS THEIR IMPACT WILL BE FELT OVER A LONGER PERIOD OF TIME. 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 MENTORS. WE SERVED APPROXIMATELY 986 CHILDREN AND MENTORS IN THE PUGET SOUND AREA IN FISCAL YEAR 2024. 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 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 4 OVERALL FORMATTING CHANGES AND THE USE OF MORE CONCISE LANGUAGE. IN ADDITION THE FOLLOWING ITEMS HAVE BEEN UPDATED: TERM START DATE, NOTICE OF MEETINGS, COMMITTEES, SPECIAL MEETINGS, EXECUTIVE COMMITTEE, INDEMNIFICATION, AND DISSOLUTION. 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. 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 2023. 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.