Skip to content
Nonprofiteer
← BIG BROTHERS BIG SISTERS OF ORANGE COUNTY AND THE INLAND EMPIRE INC

Form 990 for tax year 2023

Filed by BIG BROTHERS BIG SISTERS OF ORANGE COUNTY AND THE INLAND EMPIRE INC.

Totals

Total revenue
$10,500,475
Total expenses
$9,816,081
Contributions and grants received
$9,802,939
Grants paid
$0
Program service revenue
$0
Investment income
$840,189
Other revenue
-$142,653
Total assets, end of year
$26,671,171
Total liabilities, end of year
$6,805,704
Net assets or fund balances, end of year
$19,865,467
Program services expenses (Part IX)
$8,200,074
Management and general expenses
$928,021
Fundraising expenses
$687,986
Program service expenses (Part III)
$8,200,074

Program services were 83.5% 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

    $2,272,809

  • 1e · Government grants (contributions)

    $3,408,038

  • 1f · All other contributions, gifts and grants

    $4,122,092

  • 1g · Noncash contributions included above

    $524,618

  • 3 · Investment income

    total $840,189 · excluded $840,189

  • 8a · Fundraising events: gross income

    $448,149

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

    $2,272,809

  • 8b · Fundraising events: direct expenses

    $663,495

  • 8c · Net income from fundraising events

    total -$215,346 · excluded -$215,346

  • 9a · Gaming: gross income

    $58,100

  • 9b · Gaming: direct expenses

    $30,000

  • 9c · Net income from gaming

    total $28,100 · excluded $28,100

  • 11a · Other revenue: AMORTIZATION OF LAND LEASE

    total $30,303 · excluded $30,303

  • 11b · Other revenue: CREDIT CARD REWARDS

    total $11,604 · excluded $11,604

  • 11c · Other revenue: CASH SURRENDER VALUE OF LIFE INS.

    total $2,686 · excluded $2,686

  • 11e · Other revenue, total

    $44,593

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $587,240 · program services $369,127 · management and general $140,931 · fundraising $77,182

  • 7 · Other salaries and wages

    total $5,829,260 · program services $4,916,186 · management and general $559,325 · fundraising $353,749

  • 8 · Pension plan contributions

    total $28,493 · program services $23,519 · management and general $3,062 · fundraising $1,912

  • 9 · Other employee benefits

    total $427,975 · program services $364,345 · management and general $35,242 · fundraising $28,388

  • 10 · Payroll taxes

    total $481,163 · program services $397,168 · management and general $51,705 · fundraising $32,290

  • 11b · Fees: legal

    total $4,619 · management and general $4,619

  • 11c · Fees: accounting

    total $35,520 · management and general $35,520

  • 11d · Fees: lobbying

    total $14,700 · program services $5,754 · fundraising $8,946

  • 11f · Fees: investment management

    total $48,354 · management and general $48,354

  • 11g · Fees: other

    total $114,904 · program services $77,690 · management and general $162 · fundraising $37,052

  • 12 · Advertising and promotion

    total $106,738 · program services $41,782 · fundraising $64,956

  • 13 · Office expenses

    total $85,509 · program services $72,459 · management and general $7,572 · fundraising $5,478

  • 14 · Information technology

    total $122,072 · program services $103,134 · management and general $11,068 · fundraising $7,870

  • 17 · Travel

    total $391,965 · program services $367,315 · management and general $12,179 · fundraising $12,471

  • 22 · Depreciation, depletion and amortization

    total $58,527 · program services $48,310 · management and general $6,289 · fundraising $3,928

  • 23 · Insurance

    total $105,929 · program services $89,241 · management and general $9,824 · fundraising $6,864

  • 24a · Other expenses: PROGRAM EXPENSES

    total $1,225,504 · program services $1,225,504

  • 24b · Other expenses: NATIONAL FEES

    total $57,130 · program services $57,130

  • 24e · All other expenses

    total $90,479 · program services $41,410 · management and general $2,169 · fundraising $46,900

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $166,386 · end of year $173,716

  • 2 · Savings and temporary cash investments

    beginning of year $3,350,061 · end of year $2,930,738

  • 3 · Pledges and grants receivable

    beginning of year $1,002,758 · end of year $1,139,770

  • 9 · Prepaid expenses and deferred charges

    beginning of year $54,084 · end of year $46,226

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

    $3,701,702

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

    $563,651

  • 10c · Land, buildings and equipment, net

    beginning of year $3,090,034 · end of year $3,138,051

  • 11 · Investments: publicly traded securities

    beginning of year $16,829,204 · end of year $18,654,194

  • 12 · Investments: other securities

    beginning of year $73,926 · end of year $82,026

  • 15 · Other assets

    beginning of year $560,824 · end of year $506,450

  • 17 · Accounts payable and accrued expenses

    beginning of year $654,275 · end of year $666,603

  • 19 · Deferred revenue

    beginning of year $373,750 · end of year $295,750

  • 23 · Secured mortgages and notes payable

    beginning of year $3,294,437 · end of year $3,138,806

  • 25 · Other liabilities

    beginning of year $2,852,113 · end of year $2,704,545

  • 27 · Net assets without donor restrictions

    beginning of year $17,952,702 · end of year $19,865,467

Mission and programs · 2023

Mission

TO HELP CHILDREN REACH THEIR POTENTIAL THROUGH PROFESSIONALLY SUPPORTED MENTORING RELATIONSHIPS THAT HAVE A MEASURABLE IMPACT.

Activities or mission (Part I)

ENRICH THE LIVES OF CHILDREN & YOUTH THROUGH PROFESSIONALLY SUPPORTED RELATIONSHIPS WITH MENTORS.

  • WE PROVIDE PROFESSIONALLY SUPPORTED AND CASE-MANAGED MENTORS FOR UNDERSERVED YOUTH AND YOUNG ADULTS IN ORANGE, RIVERSIDE, AND SAN BERNARDINO COUNTIES, AGES 6-24. MENTORS AND MENTEES BUILD RELATIONSHIPS THROUGH ACTIVITIES THAT SUPPORT EDUCATIONAL SUCCESS, SOCIAL-EMOTIONAL HEALTH, SOCIAL CONNECTION AND BELONGING, AND POSITIVE BEHAVIOR AND CHOICES. THE DEVELOPMENT OF A STRONG AND ENDURING RELATIONSHIP GUIDES YOUTH TOWARD SUCCESS AND SELF-SUFFICIENCY, WITH GOALS THAT INCLUDE COMPLETING POSTSECONDARY EDUCATION, PREPARING FOR SUCCESSFUL CAREERS, AND LIVING LONG, HEALTHY LIVES. WE OFFER MENTORING THROUGH TWO MODELS: COMMUNITY-BASED AND SITE-BASED. COMMUNITY-BASED MENTORING INVOLVES MENTORS AND MENTEES ENGAGING IN VARIOUS ACTIVITIES WITHIN THE COMMUNITY. SITE-BASED MENTORING INCLUDES SCHOOL-BASED PROGRAMS, WORKPLACE MENTORING AND COLLEGE-BASED MENTORING.

    Expenses $8,200,074

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

Listed in Part VII

  • CARY HYDEN

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    3 + 0.5 related

  • MIKE FOX

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • CAROLINE SABO

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • ERIN BOYL

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • MATT BAILEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KURT BELCHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PHIL BERRY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVE BLANC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • STEVE BOROWSKI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TIM CROSSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • BRIAN DAVIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 0.5 related

  • PETER DESFORGES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT FRIEDMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PAUL FRUCHBOM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ELLIOT GORDON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • CHRIS IVEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BLAKE JOHNSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GUY JOHNSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOE JULIANO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JASON KROTTS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 0.5 related

  • JACQUELINE GUSTAFSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JOHN LENELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVE MOELLENHOFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NAVIN NARANG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SCOTT NELSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TODD PICKUP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRIS REEDY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TOM REYES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TIM RYAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRIAN STEVENS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICK TAKETA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MEITAL TAUB

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • GUS THEISEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KIM THOMPSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRADLEY TODD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HENRY WALKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 0.5 related

  • PATTY ARVIELO

    DIRECTOR (THRU 05/2024)

    Total calculated
    $0
    Hours/week
    1

  • SLOANE KEANE

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $340,950
    From this org
    $328,437
    From related orgs
    $0
    Other
    $12,513
    Hours/week
    45 + 1 related

    Schedule J breakdown matched by us

    Base
    $328,437
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $12,513
    Filer's total
    $340,950

  • LAURIE PETERSON

    CHIEF FINANCIAL OFFICER

    Total calculated
    $189,559
    From this org
    $169,602
    From related orgs
    $0
    Other
    $19,957
    Hours/week
    43 + 2 related

    Schedule J breakdown matched by us

    Base
    $169,602
    Bonus
    $0
    Other
    $0
    Deferred
    $5,201
    Nontaxable benefits
    $14,756
    Filer's total
    $189,559

  • LAURA MARCUM

    COO (UNTIL 6/2024)

    Total calculated
    $191,051
    From this org
    $182,988
    From related orgs
    $0
    Other
    $8,063
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $182,988
    Bonus
    $0
    Other
    $0
    Deferred
    $1,335
    Nontaxable benefits
    $6,728
    Filer's total
    $191,051

  • JENNIFER O'FARRELL

    CHIEF EXTERNAL AFFAIRS OFFICER

    Total calculated
    $180,846
    From this org
    $171,804
    From related orgs
    $0
    Other
    $9,042
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $171,804
    Bonus
    $0
    Other
    $0
    Deferred
    $3,508
    Nontaxable benefits
    $5,534
    Filer's total
    $180,846

  • KEITH MATAYA

    VP OF IMPACT AND RESEARCH

    Total calculated
    $136,154
    From this org
    $128,070
    From related orgs
    $0
    Other
    $8,084
    Hours/week
    45

  • HAZEL GONZALES

    VP OF PEOPLE & CULTURE

    Total calculated
    $136,716
    From this org
    $128,990
    From related orgs
    $0
    Other
    $7,726
    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

  • 1a · Travel for companions
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 1b · Written policy on the line-1a expenses
  • 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 1A
TRAVEL FOR COMPANIONS: THE CEO'S HUSBAND ATTENDED ONE WORK TRIP ALONG WITH THE CEO, WITH A BONA FIDE BUSINESS PURPOSE IN ATTENDING. HE HAD SEVERAL JOBS ASSIGNED TO HIM THROUGHOUT THE TRIP. IN ADDITION, BBBSOCIE DID NOT INCUR ANY ADDITIONAL COSTS FOR HIM TO ATTEND, AS THE ORGANIZATION DID NOT MEET THEIR MINIMUM GUARANTEED PAID TEAM REQUIREMENT.

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.

  • BBBSOC QALICB INC

    501(C)(3) · TO MANAGE THE OPERATING FACILITY OF BBBSOCIE · CA · controlled entity

    Directly controlled by BIG BROTHERS BIG SISTERS OF ORANGE COUNTY

Provenance

Return type
form_990
Tax year
2023
Filed
2 December 2024
IRS schema version
2023v5.1
Source object
202413449349300601

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.