2025-11-12T16:22:01-06:00 2024-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2024-01-01 237062976 BakerRipley BAKE 7136679400 PO Box 231808 Houston TX 772231808 Kirk Rummel CFO, CAO 7136679400 2025-11-12 1 0 Barbara Murphy P01386215 7134395739 2025-11-12 2024 2025-03-06 01:10:19Z Claudia Aguirre PO Box 231808 Houston TX 772231808 642974421 0 X www.bakerripley.org X 1907 TX To connect low-income Neighbors to opportunity so they can achieve the life they've imagined. 25 25 1751 2169 0 0 523132583 624274863 6540574 5857800 2538472 5212577 441967 13455 532653596 635358695 407990671 503684476 0 0 96431778 93871194 92500 0 1530469 40284633 40116983 544799582 637672653 -12145986 -2313958 166501038 186521811 61268983 61989042 105232055 124532769 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 545902416 502076610 4053758 BakerRipley Public Sector Solutions (includes Workforce Initiatives and Regional Initiatives) operates 12 of the 27 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, 59,220 individuals received employment services and 89,311 individuals received financial aid to support their work and training activities throughout 48 Texas counties. The Veterans Services program served 1,254 veterans and their family members. The Utility Assistance and Weatherization programs served 25,713 individuals including the elderly, disabled, and low-income families with young children. (Continued on Schedule O)Neighborhood Tax Centers served 64,801 individuals. 50273416 2684 7831 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. The Early Head Start/Head Start program provides comprehensive child development in an all-year, full-day format that supports working parents. This program served 7,016 infants through pre-school age children and their 5,310 guardians. The Charter School offers a well-balanced education experience for 2,861 pre-kindergarten through eighth grade children. 10520346 1011963 1791821 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 2024, BR served a total of 220,837 individuals. (Continued on Schedule O)More specifically, the adult education programs offered an opportunity for 523 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. 3303958 593219 4390 BakerRipley Health & Wellness (includes Health & Wellness Initiatives) 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 2024, we served a total of 3,676 individuals. 3303958 593219 4390 610000136 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 5192 0 1 1751 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 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 Coalter Baker Director 2.00 0.00 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 Julia Engelbrink Director 2.00 0.00 X 0 0 0 Dr Christopher Greeley Director 2.00 0.00 X 0 0 0 David Hawes Director 2.00 0.00 X 0 0 0 Dr Roberta Leal Director 2.00 0.00 X 0 0 0 Tina Nguyen Director 2.00 0.00 X 0 0 0 Crystal Ortega 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 Jeremy Samuels Director 2.00 0.00 X 0 0 0 Tom Sanders Director 2.00 0.00 X 0 0 0 Emily Sheeren Director 2.00 0.00 X 0 0 0 Ray Valdez Director 2.00 0.00 X 0 0 0 Claudia Aguirre President & CEO 40.00 0.00 X 491590 0 21388 Kate Birenbaum COO, CLO 40.00 0.00 X 323353 0 11382 H Rene Solis Chief Program Officer 40.00 2.00 X 300874 0 14742 Kirk G Rummel Jr CFO, CAO 40.00 2.00 X 242926 0 84226 Mary R Cahill Chief Development Officer 40.00 0.00 X 212021 0 19842 Muhammadou Drammeh Sr Dir, Controller 40.00 0.00 X 204857 0 16112 Julie Jenkins Sr Dir, P&C 40.00 0.00 X 179742 0 8303 Michael Napoleon Jr Sr Dir, IT 40.00 0.00 X 179005 0 16534 Joel Munoz Jr Superintendent of Schools 40.00 0.00 X 161681 0 10035 Ernest Lewis III VP, Community Impact & Vitality 40.00 0.00 X 190164 0 5861 Mary Ghattas Dir, Accounting & Budget 40.00 0.00 X 168667 0 6737 Regina E Harris Chief of Staff 40.00 0.00 X 167716 0 12731 Tanya Treece Sr Dir, Health & Wellness 40.00 0.00 X 165042 0 11965 Adrian Yam Sr Dir, Head Start Division 40.00 0.00 X 163533 0 12528 J Angela Blanchard Former President 0.00 0.00 X 160000 0 0 3311171 0 252386 47 1 1 0 Maintenance of Houston 4007 Waldo St Houston TX 77063 Janitorial services 2282738 Payless Insulation 1830 W 15th St Houston TX 77008 Construction 1308954 First Capital Contractors 26886 Wellington Ct Kingwood TX 77339 Construction 881853 UKG Inc 1485 N Park Dr Weston FL 33326 Payroll services 817345 Boatman Construction LLC 27905 Commercial Park Rd Ste 100 Tomball TX 77375 Construction 802004 49 1898945 974890 617159356 4241672 9980 624274863 Public Sector Solutions 624100 4053758 4053758 Facility Usage Fees 531120 1371965 1371965 CBI, Family Services 624100 419856 419856 Choices in Education 624410 7831 7831 Health/Wellness, Senior Services 624100 4390 4390 5857800 1467595 1467595 8974691 2386017 6869456 746270 2105235 1639747 3744982 3744982 13455 0 13455 13455 635358695 5857800 0 5226032 1930776 1930776 501753700 501753700 4317305 824766 2950459 542080 73673411 60290126 13002928 380357 4966350 4403071 510236 53043 5979959 4771218 1165880 42861 4934169 3691098 1172316 70755 56511 34254 22257 302286 35400 266886 124627 124627 6309874 4441631 1775079 93164 38523 27236 11287 8129717 7795273 313771 20673 2141471 1185569 858759 97143 17962513 15562873 2331216 68424 709782 674944 33224 1614 670274 501092 149773 19409 445474 4339 441135 2895084 1939975 819809 135300 137651 43980 93671 Membership dues 107430 79204 22886 5340 Other expenses 85766 9611 75849 306 637672653 610000136 26142048 1530469 14098586 9951737 78974 83116 25501667 31799241 175693 85254 15877700 2630121 2678328 100750405 33103441 39605662 67646964 44785627 51008062 1048975 1023872 22698033 22245237 166501038 186521811 28551563 32562769 523443 2294114 32193977 27132159 61268983 61989042 X 64926608 86127892 40305447 38404877 105232055 124532769 166501038 186521811 X -2313958 4629320 16985352 X 0 1 X 1 1 1 X 539975208 576437887 584343958 523132583 624274863 2848164499 539975208 576437887 584343958 523132583 624274863 2848164499 2848164499 1048214 1548927 1057969 1418167 1467595 6540872 2854705371 25316749 0.99770 0.99760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 637548026 637548026 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 44665092 7373601 1300000 50738693 39921179 9382399 4638486 44665092 47565388 -6025867 1618342 39921179 42633588 5931793 999993 47565388 39556256 4156289 1078957 42633588 0.39086 0.27164 0.33750 0 0 9158101 9158101 2725115 75669435 21142183 57252367 2199441 2143201 56240 10752362 9818057 934305 245951 245951 67646964 Right-of-use assets 22245237 22245237 Payable to affiliates 4211909 Lease liabilities 22920250 27132159 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 0 0 Investments 1023842 0 0 0 0 0 0 1023842 0 1023842 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. 1 Chinese Community Center Inc 9800 Town Park Dr Houston TX 77036 760067885 501(c)(3) 34100 0 Utility Assistance Goldberg B'Nai B'Rith Towers 10909 Fondren Rd Houston TX 77096 741684172 501(c)(3) 52006 0 Senior Meals Montrose Counseling Center 401 Branard 2nd Floor Houston TX 77006 742050245 501(c)(3) 26496 0 Senior Meals New Life Enrichment Center 4828 Almeda Genoa Rd Houston TX 77048 261936330 501(c)(3) 22533 0 Senior Meals Wesley Community Center Inc 1410 Lee St Houston TX 77009 741132578 501(c)(3) 31917 0 Senior Meals United Way of Greater Houston 50 Waugh Dr Houston TX 77007 741167964 501(c)(3) 1209457 0 Child Care Church World Service Inc 6671 Southwest Freeway 421 Houston TX 77074 134080201 501(c)(3) 522064 0 Immigration South Park Baptist Church 2805 Winbern St Houston TX 77033 741400709 501(c)(3) 31703 0 Senior Meals 8 0 Child Care 125123 452036706 Employment Assistance 8270 23917935 Utility & Weatherization Assistance 12583 22083746 Tuition Assistance 85 121077 Housing Assistance - Veterans, Families 764 2794665 THRIVE support 1 1218 Senior Transportation, Meals, Other 336 428565 Disaster Recovery Assistance 64 64082 School Transportation Assistance 76 2684 Immigration Assistance 442 303022 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 479276 0 0 0 12314 0 12200 0 9188 0 512978 0 0 0 Kate Birenbaum COO, CLO 298014 0 0 0 25339 0 11382 0 0 0 334735 0 0 0 Kirk G Rummel Jr CFO, CAO 220703 0 0 0 22223 0 78328 0 5898 0 327152 0 0 0 H Rene Solis Chief Program Officer 279557 0 0 0 21317 0 8844 0 5898 0 315616 0 0 0 Mary R Cahill Chief Development Officer 190813 0 0 0 21208 0 14633 0 5209 0 231863 0 0 0 Muhammadou Drammeh Sr Dir, Controller 194857 0 10000 0 0 0 8500 0 7612 0 220969 0 0 0 Ernest Lewis III VP, Community Impact & Vitality 177664 0 12500 0 0 0 5861 0 0 0 196025 0 0 0 Michael Napoleon Jr Sr Dir, IT 166005 0 13000 0 0 0 7449 0 9085 0 195539 0 0 0 Julie Jenkins Sr Dir, P&C 179742 0 0 0 0 0 7246 0 1057 0 188045 0 0 0 Regina E Harris Chief of Staff 161416 0 6300 0 0 0 6841 0 5890 0 180447 0 0 0 Tanya Treece Sr Dir, Health & Wellness 150042 0 15000 0 0 0 6780 0 5185 0 177007 0 0 0 Adrian Yam Sr Dir, Head Start Division 162077 0 1456 0 0 0 6630 0 5898 0 176061 0 0 0 Mary Ghattas Dir, Accounting & Budget 158419 0 10000 0 248 0 6737 0 0 0 175404 0 0 0 Joel Munoz Jr Superintendent of Schools 157681 0 4000 0 0 0 4920 0 5115 0 171716 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 2024: Kirk G. Rummel, Jr. - $69,500 Mary R. Cahill - $7,000 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: Transfer of assets from affiliate - Communities for Good Fund 17,308,457. Transfer of assets from affiliate - NCI Community Fund 13,725,899. Loss on New Markets Tax Credit -14,587,632. Net gain on change in lease estimate 538,628. Daniel and Edith Ripley LLC PO Box 231808 Houston TX 772231808 206232225 Hold property TX 2599327 31156529 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 24546284 38091 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 K 64757 FMV NCI Community Fund Inc S 13725899 FMV Communities for Good Fund Inc C 974890 FMV Communities for Good Fund Inc K 2763074 FMV Communities for Good Fund Inc S 17308457 FMV Promise Ventures Corporation E 38091 FMV Promise Ventures Corporation F 36953 Cash Promise Ventures Corporation Q 3896723 Cash