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Nonprofiteer
← BIG SISTER ASSOCIATION OF GREATER BOSTON INC

Form 990 for tax year 2023

Filed by BIG SISTER ASSOCIATION OF GREATER BOSTON INC.

Totals

Total revenue
$3,040,000
Total expenses
$4,897,467
Contributions and grants received
$2,562,049
Grants paid
$0
Program service revenue
$0
Investment income
$406,321
Other revenue
$71,630
Total assets, end of year
$4,640,422
Total liabilities, end of year
$2,272,809
Net assets or fund balances, end of year
$2,367,613
Program services expenses (Part IX)
$3,557,927
Management and general expenses
$418,108
Fundraising expenses
$921,432
Program service expenses (Part III)
$3,557,927

Program services were 72.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $525,065

  • 1e · Government grants (contributions)

    $500,000

  • 1f · All other contributions, gifts and grants

    $1,536,984

  • 1g · Noncash contributions included above

    $81,931

  • 3 · Investment income

    total $62,588 · excluded $62,588

  • 7a · Gross sales of assets other than inventory

    securities $3,123,411

  • 7b · Less cost or other basis and sales expenses

    securities $2,779,678

  • 7c · Gain or loss

    securities $343,733

  • 7d · Net gain or loss

    total $343,733 · excluded $343,733

  • 8a · Fundraising events: gross income

    $22,036

  • 8a · Fundraising events: contributions included on line 1c

    $525,065

  • 8b · Fundraising events: direct expenses

    $101,640

  • 8c · Net income from fundraising events

    total -$79,604 · excluded -$79,604

  • 9a · Gaming: gross income

    $227,168

  • 9b · Gaming: direct expenses

    $75,934

  • 9c · Net income from gaming

    total $151,234 · excluded $151,234

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $238,496 · program services $130,263 · management and general $51,100 · fundraising $57,133

  • 7 · Other salaries and wages

    total $3,075,941 · program services $2,339,354 · management and general $256,413 · fundraising $480,174

  • 9 · Other employee benefits

    total $165,136 · program services $131,580 · management and general $19,245 · fundraising $14,311

  • 10 · Payroll taxes

    total $440,796 · program services $354,694 · management and general $33,515 · fundraising $52,587

  • 11c · Fees: accounting

    total $41,523 · program services $32,742 · management and general $2,509 · fundraising $6,272

  • 11e · Fees: professional fundraising services

    total $66,160 · fundraising $66,160

  • 11f · Fees: investment management

    total $9,903 · management and general $9,903

  • 11g · Fees: other

    total $34,395 · program services $29,787 · management and general $1,348 · fundraising $3,260

  • 13 · Office expenses

    total $14,221 · program services $4,001 · management and general $785 · fundraising $9,435

  • 14 · Information technology

    total $158,848 · program services $85,690 · management and general $5,582 · fundraising $67,576

  • 16 · Occupancy

    total $271,653 · program services $214,204 · management and general $16,414 · fundraising $41,035

  • 17 · Travel

    total $7,544 · program services $6,814 · management and general $267 · fundraising $463

  • 20 · Interest

    total $80,374 · program services $63,377 · management and general $4,856 · fundraising $12,141

  • 22 · Depreciation, depletion and amortization

    total $43,838 · program services $34,567 · management and general $2,649 · fundraising $6,622

  • 23 · Insurance

    total $30,062 · program services $22,448 · management and general $3,314 · fundraising $4,300

  • 24a · Other expenses: BAD DEBTS

    total $73,099 · fundraising $73,099

  • 24b · Other expenses: PAYMENT TO NATIONAL AFF

    total $58,834 · program services $46,392 · management and general $3,555 · fundraising $8,887

  • 24c · Other expenses: PROGRAM ACTIVITIES

    total $31,663 · program services $31,663

  • 24d · Other expenses: BANK FEES

    total $13,220 · program services $2,933 · management and general $225 · fundraising $10,062

  • 24e · All other expenses

    total $41,761 · program services $27,418 · management and general $6,428 · fundraising $7,915

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $135,209 · end of year $223,490

  • 2 · Savings and temporary cash investments

    end of year $638

  • 3 · Pledges and grants receivable

    beginning of year $1,693,795 · end of year $1,483,696

  • 9 · Prepaid expenses and deferred charges

    beginning of year $82,499 · end of year $15,553

  • 10a · Land, buildings and equipment: cost or other basis

    $351,446

  • 10b · Land, buildings and equipment: accumulated depreciation

    $313,622

  • 10c · Land, buildings and equipment, net

    beginning of year $81,662 · end of year $37,824

  • 12 · Investments: other securities

    beginning of year $2,592,699 · end of year $1,894,435

  • 15 · Other assets

    beginning of year $1,143,255 · end of year $984,786

  • 17 · Accounts payable and accrued expenses

    beginning of year $197,689 · end of year $428,564

  • 19 · Deferred revenue

    beginning of year $65,000 · end of year $13,333

  • 25 · Other liabilities

    beginning of year $1,077,881 · end of year $1,830,912

  • 27 · Net assets without donor restrictions

    beginning of year $1,823,475 · end of year $456,493

  • 28 · Net assets with donor restrictions

    beginning of year $2,565,074 · end of year $1,911,120

Mission and programs · 2023

Mission

BIG SISTER'S MISSION IS TO IGNITE GIRLS' PASSION AND POWER TO SUCCEED THROUGH POSITIVE MENTORING RELATIONSHIPS WITH WOMEN AND ENRICHMENT PROGRAMS THAT SUPPORT GIRLS' HEALTHY DEVELOPMENT.

  • BIG SISTER BOSTON IS IMMERSED IN THE DIVERSE COMMUNITIES WE SERVE THROUGH A VARIETY OF PROGRAMMING. FROM THE TRADITIONAL MODEL OF ONE-TO-ONE MENTORING RELATIONSHIPS TO ENRICHMENT PROGRAMS FOCUSED ON CAREER AWARENESS, SAFETY, WELLNESS, AND HEALTHY DECISION-MAKING, WE ARE MEETING THE UNIQUE SOCIAL-EMOTIONAL NEEDS OF GIRLS BETWEEN THE AGES OF 7-24. OUR LARGEST ONE-TO-ONE MENTORING PROGRAM, COMMUNITY-BASED MENTORING, MATCHES GIRLS BETWEEN THE AGES OF 7-15 WITH A BIG SISTER AND SUPPORTS THEM UNTIL THE LITTLE SISTER REACHES 24 YEARS OF AGE. ENRICHMENT PROGRAMS FOSTER SISTERHOOD AMONG OUR COMMUNITY-BASED MENTORING MATCHES WHILE PROMOTING GIRLS' PHYSICAL, SOCIAL, AND EMOTIONAL HEALTH. THESE ACTIVITIES ARE DESIGNED TO BUILD SKILLS AND BROADEN LITTLE SISTERS' HORIZONS AT DIFFERENT AGES AND STAGES OF DEVELOPMENT AS THEY LEARN AND GROW ALONGSIDE THEIR BIG SISTERS.

    Expenses $2,359,135

  • OUR SITE-BASED MENTORING PROGRAMS TAKE PLACE IN SCHOOLS AND COMMUNITY CENTERS IN BOSTON AND CAMBRIDGE. BIG AND LITTLE SISTERS MEET ONCE A WEEK DURING THE SCHOOL DAY OR THEIR AFTER-SCHOOL PROGRAM. IN WORKPLACE MENTORING, EMPLOYEES AT A COMPANY MENTOR LITTLE SISTERS FROM A LOCAL SCHOOL. LITTLE SISTERS MEET WITH THEIR BIG SISTERS AT THE COMPANY'S OFFICE, PROVIDING A MEANINGFUL MENTORING EXPERIENCE, AND VALUABLE CAREER AWARENESS.

    Expenses $845,870

  • OUR BIG FUTURES IS A PROGRAM FOR CURRENTLY ENROLLED LITTLE SISTERS, FORMER LITTLE SISTERS, AND HIGH SCHOOL MENTORING BIG SISTERS, AGE 14-24, THAT PROVIDES COACHING, SUPPORT, AND RESOURCES TO ACHIEVE SUSTAINABLE FINANCIAL INDEPENDENCE VIA CAREER DEVELOPMENT AND/OR COLLEGE SUCCESS, AND WILL CONTINUE THAT SUPPORT FROM MIDDLE SCHOOL TO HIGH SCHOOL AND CONTINUING TO AGE 24. WE WORK TO PROVIDE INDIVIDUALIZED COACHING, CONNECT LITTLE SISTERS WITH COLLEGE- AND CAREER-FOCUSED ENRICHMENT PROGRAMS AND OPPORTUNITIES, AND FACILITATE ACCESS TO HIGHER EDUCATION SCHOLARSHIP SUPPORT.

    Expenses $352,922

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Andrew Graff

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Corinne Munchbach

    CO-CHAIR (JOINED 5/2023)

    Total calculated
    $0
    Hours/week
    1

  • Catherine Bird

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Stephanie Berdik

    CLERK

    Total calculated
    $0
    Hours/week
    1

  • Carey Cort

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sonia Fife

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Aileen Keaney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mariann Youniss

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Erica Warner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kelly McDermott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kenney Victor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kevin Collins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Laura Bronner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Hughes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mia Roberts

    DIRECTOR

    Total calculated
    $8,604
    From this org
    $8,604
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Susan Kilbride

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ed Russavage

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ginger Gregory

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joshua Krumholz

    DIRECTOR (JOINED 12/2023)

    Total calculated
    $0
    Hours/week
    1

  • Brenda Lyons

    DIRECTOR (UNTIL 2023)

    Total calculated
    $0
    Hours/week
    1

  • Andrea Dicenso

    DIRECTOR (UNTIL 2023)

    Total calculated
    $0
    Hours/week
    1

  • Carolyn Clancy

    DIRECTOR (UNTIL 5/2023)

    Total calculated
    $0
    Hours/week
    1

  • Cosette Maroney

    DIRECTOR (UNTIL 2023)

    Total calculated
    $0
    Hours/week
    1

  • Jane Carpenter

    DIRECTOR (UNTIL 2023)

    Total calculated
    $0
    Hours/week
    1

  • John Yozell

    DIRECTOR (UNTIL 5/2023)

    Total calculated
    $0
    Hours/week
    1

  • Patrice Devoe

    DIRECTOR (UNTIL 2023)

    Total calculated
    $0
    Hours/week
    1

  • Aedie McEvoy

    DIRECTOR (UNTIL 2023)

    Total calculated
    $0
    Hours/week
    1

  • Jenny Holaday

    DIRECTOR (UNTIL 2023)

    Total calculated
    $0
    Hours/week
    1

  • Annissa Essaibi George

    PRESIDENT & CEO

    Total calculated
    $228,532
    From this org
    $215,484
    From related orgs
    $0
    Other
    $13,048
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,484
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $13,048
    Filer's total
    $228,532

  • Joe Realmuto

    CONTROLLER

    Total calculated
    $1,887
    From this org
    $1,887
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • Heidi Ziobro

    CHIEF OPERATING OFFICER

    Total calculated
    $188,675
    From this org
    $177,382
    From related orgs
    $0
    Other
    $11,293
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,382
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $11,293
    Filer's total
    $188,675

  • Michelle Dixon

    CHIEF COMMUNICATIONS AND DEI OFFICER

    Total calculated
    $150,037
    From this org
    $150,037
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,037
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $150,037

  • Erin Barfield

    VP OF DEVELOPMENT

    Total calculated
    $107,109
    From this org
    $107,109
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Stephanie Uhlmann

    VP OF PEOPLE AND CULTURE

    Total calculated
    $107,472
    From this org
    $100,019
    From related orgs
    $0
    Other
    $7,453
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 5
THE CEO IS ELIGIBLE FOR A BONUS BASED ON A NUMBER OF FACTORS INCLUDING NUMBER OF QUALITY OF MATCHES (BIGS AND LITTLES), MANAGEMENT OF STAFF AND THE BOARD (RETENTION, RECRUITING AND DIVERSITY), EXTERNAL RELATIONSHIPS (EXPANDING COLLABORATIONS WITH COMMUNITY, CORPORATE AND OTHER ORGANIZATIONS), AS WELL AS REVENUE GROWTH. NO BONUS WAS PAID IN THE CURRENT YEAR.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
22 July 2024
IRS schema version
2023v5.1
Source object
202402079349300810

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