Form 990 for tax year 2023
Filed by BIG BROTHERS BIG SISTERS OF THE SUN COAST INC.
Totals
- Total revenue
- $6,722,119
- Total expenses
- $9,091,545
- Contributions and grants received
- $5,837,966
- Grants paid
- $4,437,931
- Program service revenue
- $0
- Investment income
- $11,650
- Other revenue
- $872,503
- Total assets, end of year
- $6,102,614
- Total liabilities, end of year
- $3,078,037
- Net assets or fund balances, end of year
- $3,024,577
- Program services expenses (Part IX)
- $8,559,676
- Management and general expenses
- $285,808
- Fundraising expenses
- $246,061
- Program service expenses (Part III)
- $8,559,676
Program services were 94.1% 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.
-
1d · Related organizations
$2,540,053
-
1e · Government grants (contributions)
$1,980,924
-
1f · All other contributions, gifts and grants
$1,316,989
-
1g · Noncash contributions included above
$2,238,053
-
3 · Investment income
total $11,650 · related or exempt $5,527 · excluded $6,123
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $167,282
-
6b · Less rental expenses
real property $91,421
-
6c · Rental income or loss
real property $75,861
-
6d · Net rental income or loss
total $75,861 · unrelated business $75,861
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$796,642
-
8c · Net income from fundraising events
total $796,642
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $4,437,931 · program services $4,437,931
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $3,157,939 · program services $3,000,042 · management and general $126,318 · fundraising $31,579
-
8 · Pension plan contributions
total $37,888 · program services $35,993 · management and general $1,516 · fundraising $379
-
9 · Other employee benefits
total $174,387 · program services $165,668 · management and general $6,975 · fundraising $1,744
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $35,368 · management and general $35,368
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $63,720 · management and general $63,720
-
12 · Advertising and promotion
total $58,487 · program services $58,487
-
13 · Office expenses
total $10,063 · program services $9,660 · management and general $403
-
14 · Information technology
total $50,327 · program services $50,327
-
15 · Royalties
total $0
-
16 · Occupancy
total $260,441 · program services $248,538 · management and general $11,903
-
17 · Travel
total $35,287 · program services $34,581 · management and general $706
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $58,187 · program services $54,656 · management and general $3,531
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $2,962 · program services $1,685 · management and general $1,277
-
23 · Insurance
total $76,097 · program services $75,342 · management and general $755
-
24a · Other expenses: SPECIAL EVENTS
total $212,359 · fundraising $212,359
-
24b · Other expenses: DUES - NATIONAL & OTHER
total $105,677 · program services $84,542 · management and general $21,135
-
24c · Other expenses: PROGRAM ACTIVITIES
total $88,999 · program services $88,999
-
24d · Other expenses: TELEPHONE
total $54,189 · program services $48,770 · management and general $5,419
-
24e · All other expenses
total $171,237 · program services $164,455 · management and general $6,782
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $478,163 · end of year $330,071
-
2 · Savings and temporary cash investments
beginning of year $2,836,019 · end of year $727,865
-
3 · Pledges and grants receivable
beginning of year $318,796 · end of year $326,447
-
4 · Accounts receivable
end of year $16,643
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $8,193 · end of year $14,130
-
10a · Land, buildings and equipment: cost or other basis
$4,823,003
-
10b · Land, buildings and equipment: accumulated depreciation
$342,954
-
10c · Land, buildings and equipment, net
beginning of year $2,251,052 · end of year $4,480,049
-
11 · Investments: publicly traded securities
beginning of year $1,460,212 · end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
beginning of year $226,373 · end of year $188,560
-
15 · Other assets
beginning of year $18,849 · end of year $18,849
-
17 · Accounts payable and accrued expenses
beginning of year $52,121 · end of year $43,647
-
23 · Secured mortgages and notes payable
beginning of year $1,796,104 · end of year $2,675,595
-
25 · Other liabilities
beginning of year $355,429 · end of year $358,795
-
27 · Net assets without donor restrictions
beginning of year $5,193,503 · end of year $3,024,577
-
28 · Net assets with donor restrictions
beginning of year $200,500
Mission and programs · 2023
Mission
OUR MISSION: TO PROVIDE CHILDREN FACING ADVERSITY WITH STRONG AND ENDURING, PROFESSIONALLY SUPPORTED ONE-TO-ONE RELATIONSHIPS THAT CHANGE THEIR LIVES FOR THE BETTER, FOREVER.
-
PROGRAM OF PROFESSIONALLY SUPERVISED ONE-TO-ONE MATCHES OF VOLUNTEERS WITH AT-RISK YOUTH RESIDING IN SARASOTA, MANATEE, DESOTO, HIGHLANDS, HARDEE, LEE, HENDRY, COLLIER AND CHARLOTTE COUNTIES IN FLORIDA. WE PROVIDE MENTORING SERVICES TO AN AVERAGE OF 1800 CHILDREN EACH YEAR, WITH THE HELP OF OVER 1800 QUALIFIED ADULT VOLUNTEERS. OUR CHILDREN RECEIVE MENTORING SERVICES THROUGH OUR COMMUNITY BASED PROGRAM AND SITE BASED PROGRAMS. ON AVERAGE 300 CHILDREN ARE WAITING TO BE MATCHED WITH A MENTOR.
Expenses $8,559,676
As filed on the 2023 return.
Listed in Part VII
-
Joy F MahlerJOY F MAHLER
PRESIDENT/CEO
- Total calculated
- $182,883
- From this org
- $173,060
- From related orgs
- $0
- Other
- $9,823
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $173,060
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $9,823
- Filer's total
- $182,883
-
Sheila GleasonSHEILA GLEASON
Director
- Total calculated
- $0
- Hours/week
- 0
-
Susan ShepardSUSAN SHEPARD
Director
- Total calculated
- $0
- Hours/week
- 0
-
Susan FlynnSUSAN FLYNN
Treasurer
- Total calculated
- $0
- Hours/week
- 0
-
Michael TennantMICHAEL TENNANT
Director
- Total calculated
- $0
- Hours/week
- 0
-
Veronica JellisonVERONICA JELLISON
Director
- Total calculated
- $0
- Hours/week
- 0
-
Michael NachefMICHAEL NACHEF
Chairman
- Total calculated
- $0
- Hours/week
- 0
-
James Tate JrJAMES TATE JR
Director
- Total calculated
- $0
- Hours/week
- 0
-
Richard BurttRICHARD BURTT
Director
- Total calculated
- $0
- Hours/week
- 0
-
Kamala L MartinezKAMALA L MARTINEZ
President & CEO
- Total calculated
- $0
- Hours/week
- 40
-
John BarringerJOHN BARRINGER
Director
- Total calculated
- $0
- Hours/week
- 0
-
Perry KorszenPERRY KORSZEN
Director
- Total calculated
- $0
- Hours/week
- 0
-
Lindsey CourtenayLINDSEY COURTENAY
Director
- Total calculated
- $0
- Hours/week
- 0
-
Bonnie IbrahimBONNIE IBRAHIM
Director
- Total calculated
- $0
- Hours/week
- 0
-
Randall WoodsRANDALL WOODS
Director
- Total calculated
- $0
- Hours/week
- 0
-
Anthony BaldoANTHONY BALDO
Secretary
- Total calculated
- $0
- Hours/week
- 0
-
Joshua McKieJOSHUA MCKIE
Director
- Total calculated
- $0
- Hours/week
- 0
-
Jessica HardyJESSICA HARDY
Director
- Total calculated
- $0
- Hours/week
- 0
-
Carrie CollinsCARRIE COLLINS
Director
- Total calculated
- $0
- Hours/week
- 0
-
Joanne WebbJOANNE WEBB
Director
- Total calculated
- $0
- Hours/week
- 0
-
Donald PattersonDONALD PATTERSON
Director
- Total calculated
- $0
- Hours/week
- 0
-
Karly ChristineKARLY CHRISTINE
Director
- Total calculated
- $0
- Hours/week
- 0
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
None.
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
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
-
BIG BROTHERS BIG SISTERS FDN
$4,437,931
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.
-
BIG BROTHERS BIG SISTERS FDN SUNCOAST IN
501(c)(3) · FUND RAISING FOR BIG BROS BIG SISTERS OF THE SUNCOAST, INC. · FL
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 5 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202540649349300519
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