2016-01-12T12:43:01-06:00 2015-06-30 043121055 KIRKLAND ALBRECHT & FREDRICKSON LLC 10 FORBES ROAD WEST BRAINTREE MA 02184 990 2014-07-01 042074462 BIG BROTHERS BIG SISTERS OF MASSACHUSETTS BAY INC BIGB 6175429090 75 FEDERAL STREET NO 8TH FL BOSTON MA 02110 KENNETH LEE CHIEF FINANCIAL OFFICER 6175429090 2016-01-12 1 MICHAEL HINCHEY P00451160 7813562000 2016-01-12 2014 2016-04-25 22:37:26Z KENNETH LEE 75 FEDERAL ST 8TH FLOOR BOSTON MA 02210 11024574 0 X WWW.BBBSMB.ORG X 1949 MA TO PROVIDE MENTORS TO AT-RISK CHILDREN WHO LACK POSITIVE ROLE MODELS. 20 20 83 1477 0 0 5353884 6131503 0 0 588423 370657 -469679 -913447 5472628 5588713 20151 1125 0 0 4104753 4519954 0 0 1158208 1510963 1191756 5635867 5712835 -163239 -124122 13758295 13475115 725342 1369900 13032953 12105215 TO PROMOTE THE HEALTHY DEVELOPMENT OF CHILDREN THROUGH THE NURTURING OF CONTINUING, ONE-TO-ONE FRIENDSHIPS WITH CARING, RESPONSIBLE ADULTS, SUPPORTED BY TRAINED PROFESSIONAL STAFF. 0 0 4296786 1125 COMMUNITY BASED MENTORING PROGRAMS: OUR CORE PROGRAM MATCHES A VOLUNTEER BIG BROTHER OR SISTER WITH A CHILD WHO COULD BENEFIT FROM A ONE-TO-ONE RELATIONSHIP WITH A CARING ADULT. BIGS AND LITTLES MEET A FEW TIMES PER MONTH, FOR A COUPLE OF HOURS EACH TIME, AT PLACES AND TIMES CONVENIENT TO BOTH. SCHOOL BASED MENTORING PROGRAMS: VOLUNTEER BIG BROTHERS AND SISTERS MATCHED IN OUR SCHOOL-BASED PROGRAM MEET THEIR LITTLE BROTHERS OR SISTERS AT SCHOOL, A FEW TIMES A MONTH OVER THE COURSE OF THE ACADEMIC YEAR. 4296786 1 1 0 0 0 0 0 0 0 1 1 0 1 0 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 1 0 0 0 1 29 0 1 83 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA X X KENNETH LEE 6175429090 75 FEDERAL ST 8TH FL BOSTON MA 02210 JEFFREY A LEERINK CHAIR,DEVELOPMENT & COMPENSATION 2.00 X X 0 0 0 MICHELE L GOUGEON CHAIR,PROGRAMS AND OUTCOMES 2.00 X X 0 0 0 PAUL A MARGOLIS DIRECTOR 2.00 X 0 0 0 PETER K MARKELL TREASURER & CHAIR,FINANCE & AUDIT 2.00 X X 0 0 0 STEPHEN M HONIG CLERK & CHAIR,GOVERNANCE 2.00 X X 0 0 0 PETER F CAMPANELLA CHAIR, MARKETING 2.00 X X 0 0 0 TIMOTHY L DIBBLE DIRECTOR 2.00 X 0 0 0 KEVIN H KELLEY DIRECTOR 2.00 X 0 0 0 RICHARD GRINNELL DIRECTOR 2.00 X 0 0 0 ALASTAIR ROBERTSON DIRECTOR 2.00 X 0 0 0 MICHAEL WOODS DIRECTOR 2.00 X 0 0 0 DAVID LAMERE CHAIR,NOMINATING 2.00 X X 0 0 0 WILLIAM E DWYER III DIRECTOR 2.00 X 0 0 0 JEAN MANASIAN DIRECTOR 2.00 X 0 0 0 JOSHUA GREENHILL DIRECTOR 2.00 X 0 0 0 RAJU KUCHERLAPATIPHD DIRECTOR 2.00 X 0 0 0 PAULA PRICE DIRECTOR 2.00 X 0 0 0 KEVIN ROUTHIER DIRECTOR 2.00 X 0 0 0 ROBERT K SULLIVAN DIRECTOR 2.00 X 0 0 0 WENDY FOSTER PRES/CEO 40.00 X 212242 0 11575 JESSICA ZANDER CHIEF FINANCIAL OFFICER 40.00 X 129220 0 21597 MARK O'DONNELL CHIEF DEVELOPMENT OFFICER 40.00 X 278788 0 17524 NORA LEARY VP- PROGRAM SERVICES 40.00 X 134588 0 21389 CHARLES MCNAMARA DEVELOPMENT OFFICER 40.00 X 110996 0 20475 865834 0 92560 5 0 1 0 WEBER SHANDWICK 40 BROAD STREET 8TH FLOOR BOSTON MA 02109 MARKETING CONSULTING 175093 1 3028923 3102580 6131503 172940 172940 4209555 4011838 197717 197717 197717 510576 3028923 1424023 -913447 -913447 5588713 0 0 -542790 1125 1125 815936 339957 107960 368019 2943883 2380413 44146 519324 760135 574076 40110 145949 319688 292068 18094 9526 117701 117661 40 34044 30265 515 3264 57862 49724 2832 5306 40715 27725 264 12726 41901 34021 523 7357 7394 6639 128 627 108771 92657 2735 13379 84925 72520 2106 10299 IN KIND EXPENSE 57767 57767 ACTIVITY FEE 43294 42825 11 458 MEMBERSHIP/RESEARCH 41142 38826 329 1987 TELEPHONE 38812 34117 797 3898 197740 104400 37291 56049 5712835 4296786 257841 1158208 3286153 3590296 4992692 3496497 246197 149008 718956 307208 208746 411748 5024507 5755971 0 71595 13758295 13475115 558131 780866 39647 36411 127564 552623 725342 1369900 X 5001380 5433115 6283812 4924339 1747761 1747761 13032953 12105215 13758295 13475115 X -124122 -418215 -385401 X 0 1 X 1 0 X 4995872 8310600 7380675 4884205 6131503 31702855 4995872 8310600 7380675 4884205 6131503 31702855 7150769 24552086 49881 21402 273871 588422 370657 1304233 33007088 0.74380 0.74250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3533122 6375 -56061 110000 3373436 3085430 15000 522692 90000 3533122 2898498 238932 52000 3085430 3006211 14287 122000 2898498 2417124 228513 388903 28329 3006211 0.34150 0.51810 0.14040 0 0 436067 137542 298525 282889 169666 113223 411748 INVESTMENTS 5755971 F 5755971 CAPITAL LEASE OBLIGATION 20905 DEFERRED LEASE INCENTIVE 414968 DEFERRED REVENUE 116750 552623 X 5170498 -418215 -418215 5588713 0 5588713 6098236 385401 385401 5712835 0 5712835 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE RESTRICTED FUNDS GIVEN BY DONORS AND INVESTED IN ACCORDANCE WITH THE ORGANIZATION'S INVESTMENT POLICY. GENERALLY, THE PRINCIPAL IS NOT FOR CURRENT EXPENDITURE AND THE FUNDS WILL REMAIN WITH THE ORGANIZATION IN PERPETUITY. A PORTION OF THE EARNINGS ARE MADE AVAILABLE FOR DONOR SPECIFIED PURPOSE OR TO SUPPORT GENERAL OPERATIONS. PART X, LINE 2: THE ASSOCIATION IS TAX EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ASSOCIATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC TOPIC INCOME TAXES. THE TOPIC PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR FINANCIAL STATEMENT RECOGNITION OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TOPIC ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AT JUNE 30, 2015, MANAGEMENT BELIEVES THAT THE ASSOCIATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS. THE ASSOCIATION FILES INFORMATIONAL TAX RETURNS IN THE U.S. FEDERAL AND MASSACHUSETTS STATE JURISDICTIONS. MANAGEMENT BELIEVES THE ASSOCIATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE FISCAL YEAR 2012. PART XII, LINE 2D - OTHER ADJUSTMENTS: STRAIGHT LINE RENT ADJUSTMENT 385,401. BIG NIGHT 1550878 1389339 161539 35000 178298 266500 310817 BIG OF THE YEAR 702394 579414 122980 80148 124927 4 1286227 1060170 226057 63388 4000 69780 4560 286605 3539499 3028923 510576 63388 39000 328226 271060 722349 1424023 -913447 1 SCHOLARSHIPS AND CAMPERSHIPS FOR QUALIFYING INDIVIDUALS TO CAMPS AND SECONDARY AND POST SECONDARY SCHOOLS 4 0 1125 PART I, LINE 2: SCHOLARSHIPS AND CAMPERSHIPS ARE AWARDED BASED ON CERTAIN CRITERIA. THE APPLICATIONS ARE MAINTAINED, GRADES ARE MONITORED AND CHECKS ARE PAYABLE TO THE INSTITUTION AND NOT THE RECIPIENT. X X X 0 0 0 0 0 0 0 0 0 WENDY FOSTER PRES/CEO 212242 0 0 0 0 0 0 0 11575 0 223817 0 0 0 JESSICA ZANDER CHIEF FINANCIAL OFFICER 129220 0 0 0 0 0 0 0 21597 0 150817 0 0 0 MARK O'DONNELL CHIEF DEVELOPMENT OFFICER 278788 0 0 0 0 0 0 0 17524 0 296312 0 0 0 NORA LEARY VP- PROGRAM SERVICES 134588 0 0 0 0 0 0 0 21389 0 155977 0 0 0 X EVENT TICKETS 73 57767 DONATED GOODS MKT VA 0 0 0 PART I, LINE 33: DONATIONS OF TICKETS FOR SPORTING AND OTHER EVENTS FOR THE PROGRAM RECIPIENTS AND THEIR MENTORS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S FINANCE AND AUDIT COMMITTEE AND DISTRIBUTED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND OTHER INTERESTED PARTIES ARE UNDER A CONTINUING OBLIGATION TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST AS SOON AS IT IS KNOWN OR REASONABLY SHOULD BE KNOWN. ANNUAL REVIEW OF THE POLICY AND DISCLOSURE STATEMENTS FROM ALL BOARD MEMBERS ARE REQUIRED AND REVIEWED BY THE CHAIR OR THE GOVERNANCE COMMITTEE. DISCLOSURE STATEMENTS FROM STAFF AND INDEPENDENT CONTRACTORS ARE REVIEWED BY THE CEO AND HUMAN RESOURCES. WHENEVER THERE IS REASON TO BELIEVE THAT A POTENTIAL CONFLICT OF INTEREST EXISTS BETWEEN BBBSMB AND A BOARD MEMBER, THE CHAIR SHOULD BE CONTACTED. IF THE CONCERN INVOLVES THE CHAIR, THE EMPLOYEE OR BOARD MEMBER SHOULD CONTACT ANOTHER MEMBER OF THE GOVERNANCE COMMITTEE. IF THE GOVERNANCE COMMITTEE, HUMAN RESOURCES OR THE CEO HAS REASON TO BELIEVE THAT AN INTERESTED PARTY HAS FAILED TO DISCLOSE A POTENTIAL CONFLICT OF INTEREST, IT SHALL INFORM THE PERSON OF THE BASIS FOR SUCH BELIEF AND ALLOW THE PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS AND APPROVES CEO COMPENSATION USING COMPARABLE INFORMATION AND OTHER CONSIDERATION. NOTES ARE TAKEN DURING THE DECISION MAKING PROCESS. THE NOTES AND THE PROCESS USED ARE SUMMARIZED IN A MEMO AND THE MEMO IS ON FILE. THE CEO RECOMMENDS THE COMPENSATION OF EXECUTIVE MANAGEMENT TO THE BOARD, GIVING CONSIDERATION TO ANY AVAILABLE COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: STRAIGHT LINE RENT ADJUSTMENT -385,401. BIG BROTHERBIG SISTER FOUNDATION INC 5 MEAR RD HOLBROOK MA 02343 043323872 TO RAISE FUNDS FOR BBBS OF MASS BAY, INC. & OTHER BIG BROS/SISTERS ORG. MA 501(C)(3) LINE 7 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BIG BROTHERS BIG SISTERS FOUNDATION INC C 312000 CASH