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Nonprofiteer
← BIG BROTHERS BIG SISTERS INDEPENDENCE REGION

Form 990 for tax year 2023

Filed by BIG BROTHERS BIG SISTERS INDEPENDENCE REGION.

Totals

Total revenue
$5,161,204
Total expenses
$6,922,411
Contributions and grants received
$5,119,299
Grants paid
$97,682
Program service revenue
$0
Investment income
$193,569
Other revenue
-$151,664
Total assets, end of year
$9,345,673
Total liabilities, end of year
$2,263,887
Net assets or fund balances, end of year
$7,081,786
Program services expenses (Part IX)
$4,563,621
Management and general expenses
$1,347,892
Fundraising expenses
$1,010,898
Program service expenses (Part III)
$4,563,621

Program services were 65.9% 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.

  • 1a · Federated campaigns

    $59,443

  • 1c · Fundraising events

    $462,614

  • 1e · Government grants (contributions)

    $1,278,593

  • 1f · All other contributions, gifts and grants

    $3,318,649

  • 3 · Investment income

    total $182,858 · excluded $182,858

  • 7a · Gross sales of assets other than inventory

    securities $2,051,916

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

    securities $2,041,205

  • 7c · Gain or loss

    securities $10,711

  • 7d · Net gain or loss

    total $10,711 · excluded $10,711

  • 8a · Fundraising events: gross income

    $122,520

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

    $462,614

  • 8b · Fundraising events: direct expenses

    $274,184

  • 8c · Net income from fundraising events

    total -$151,664 · excluded -$151,664

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $97,682 · program services $97,682

  • 5 · Compensation of officers, directors and key employees

    total $434,294 · program services $173,718 · management and general $195,432 · fundraising $65,144

  • 7 · Other salaries and wages

    total $3,731,191 · program services $2,604,269 · management and general $518,264 · fundraising $608,658

  • 8 · Pension plan contributions

    total $19,377 · program services $14,172 · management and general $2,016 · fundraising $3,189

  • 9 · Other employee benefits

    total $353,680 · program services $241,232 · management and general $55,001 · fundraising $57,447

  • 10 · Payroll taxes

    total $389,587 · program services $260,385 · management and general $66,158 · fundraising $63,044

  • 11b · Fees: legal

    total $21,305 · program services $2,194 · management and general $13,436 · fundraising $5,675

  • 11c · Fees: accounting

    total $56,563 · program services $5,825 · management and general $35,672 · fundraising $15,066

  • 11f · Fees: investment management

    total $28,121 · management and general $28,121

  • 11g · Fees: other

    total $233,814 · program services $24,077 · management and general $147,458 · fundraising $62,279

  • 12 · Advertising and promotion

    total $86,733 · program services $57,916 · management and general $22,659 · fundraising $6,158

  • 13 · Office expenses

    total $451,914 · program services $343,709 · management and general $57,285 · fundraising $50,920

  • 14 · Information technology

    total $40,073 · program services $4,127 · management and general $25,272 · fundraising $10,674

  • 16 · Occupancy

    total $346,312 · program services $263,392 · management and general $43,899 · fundraising $39,021

  • 17 · Travel

    total $121,741 · program services $47,960 · management and general $65,599 · fundraising $8,182

  • 22 · Depreciation, depletion and amortization

    total $20,432 · program services $15,540 · management and general $2,590 · fundraising $2,302

  • 23 · Insurance

    total $116,606 · program services $88,686 · management and general $14,781 · fundraising $13,139

  • 24a · Other expenses: PROGRAM AND RECRUITMENT

    total $318,737 · program services $318,737

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $54,249 · management and general $54,249

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,987,685 · end of year $825,984

  • 4 · Accounts receivable

    beginning of year $1,626,828 · end of year $1,587,443

  • 9 · Prepaid expenses and deferred charges

    beginning of year $149,845 · end of year $124,594

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

    $619,496

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

    $545,190

  • 10c · Land, buildings and equipment, net

    beginning of year $91,804 · end of year $74,306

  • 11 · Investments: publicly traded securities

    beginning of year $3,731,626 · end of year $5,080,611

  • 12 · Investments: other securities

    beginning of year $1,254,134 · end of year $0

  • 15 · Other assets

    beginning of year $21,356 · end of year $1,652,735

  • 17 · Accounts payable and accrued expenses

    beginning of year $534,005 · end of year $591,199

  • 25 · Other liabilities

    beginning of year $18,519 · end of year $1,672,688

  • 27 · Net assets without donor restrictions

    beginning of year $7,826,469 · end of year $6,449,403

  • 28 · Net assets with donor restrictions

    beginning of year $484,285 · end of year $632,383

Mission and programs · 2023

Mission

TO IGNITE THE POWER AND PROMISE OF YOUTH AND CLOSE THE MENTORING GAP, BY CREATING AND SUPPORTING ONE-TO-ONE MENTORING RELATIONSHIPS AND STRENGTHENING THE QUALITY OF THE MENTORING FIELD.

Activities or mission (Part I)

TO IMPROVE THE LIVES OF CHILDREN AND STRENGTHEN COMMUNITIES THROUGH PROFESSIONALLY-SUPPORTED, ONE-TO-ONE MENTORING RELATIONSHIPS.

  • MENTORING SERVICES: THROUGH COMMUNITY-BASED AND SCHOOL-BASED YOUTH MENTORING PROGRAMS, MORE THAN 1,300 CHILDREN ARE SERVED ANNUALLY IN CHESTER, DELAWARE, MONTGOMERY AND PHILADELPHIA COUNTIES IN PENNSYLVANIA, AND BURLINGTON, CAMDEN AND GLOUCESTER COUNTIES IN NEW JERSEY. PROGRAM ACHIEVEMENTS INCLUDE A RATING OF THREE STARS BY CHARITY NAVIGATOR (THE NATION'S LARGEST AND MOST UTILIZED CHARITY EVALUATOR), GOLD STANDARD FOR TOP PERFORMING AGENCIES IN THE NATION, AND 1,387 CHILDREN AND MENTORS POSITIVELY IMPACTED DURING 2022. DURING 2022, OF THE CHILDREN IN YOUTH MENTORIING PROGRAMS FOR 12 MONTHS OR MORE, 98% OF LITTLES AVOIDED OR CEASED SUBSTANCE USE, 94% OF LITTLES STAYED ON TRACK WITH OR IMPROVED BEHAVIOR IN SCHOOL, 97% OF LITTLES KEPT OR CREATED PLANS FOR HIGH SCHOOL GRADUATION AND BEYOND. ALSO PROVIDED CAPACITY BUILDING, TRAINING & QUALITY ASSURANCE TO 345 TO 350 ORGANIZATIONS IN THE REGION.

    Expenses $4,199,651 · Grants $97,682

  • AS AN AFFILIATED ORGANIZATION OF BIG BROTHERS BIG SISTERS INDEPENDENCE, MENTOR INDEPENDENCE REGION (MIR) WAS LAUNCHED IN 2015 TO EXPAND THE MENTORING FIELD'S REGIONAL CAPACITY TO REACH MORE YOUTH, AND TO PAIR THEM WITH CARING, COMMITTED ADULT MENTORS, MIR WORKS DIRECTLY WITH MENTORING PROGRAMS BY ASSISTING WITH TRAININGS, TECHNICAL ASSISTANCE, QUALITY ASSESSMENT, PROFESSIONAL NETWORKING, AND ADVOCACY. DURING 2022, 395 PROGRAMS WERE DIRECTLY SUPPORTED, 65 TRAININGS WERE DELIVERED, 1,452 ADULT PARTICIPANTS WERE TRAINED, 550 TECHNICAL ASSISTANCE HOURS WERE DELIVERED, 250 QUALITY ASSESSMENT REVIEWS WERE COMPLETED, AND APPROXIMATELY 179,000 YOUTH WERE POSITIVELY IMPACTED. MIR'S MISSION IS TO FUEL THE QUALITY AND QUANTITY OF MENTORING RELATIONSHIPS FOR GREATER PHILADELPHIA'S YOUNG PEOPLE AND TO CLOSE THE MENTORING GAP.

    Expenses $363,970

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

Listed in Part VII

  • Stephen Smith

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2

  • Amy Hamilton

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Peter Wilson

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • James Leyden

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Jeff Aldi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Karen Baldry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Andrew Benioff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Mitchell Benson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Scott Bentley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Tricia Patricia Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Lisa Caldwell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Joshua Davidson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Rebecca Devine

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Joseph R Genovesi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Amy Hamilton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Alisa Harris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Tivonnia Tj Harvey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Donna Higgins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Arnold Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Gary Jonas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Allen King

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Nathaniel L Koonce II

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Anthony Kyriakakis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • James Leyden

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Joseph Marrone

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Rohit Mehrotra

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Michael Philips

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Kellee Rivers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Peter Wilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Marcus Allen

    CEO

    Total calculated
    $266,008
    From this org
    $255,199
    From related orgs
    $0
    Other
    $10,809
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $255,199
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $10,809
    Filer's total
    $266,008

  • Michelle Y Molano

    COO

    Total calculated
    $168,286
    From this org
    $156,489
    From related orgs
    $0
    Other
    $11,797
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,489
    Bonus
    $0
    Other
    $0
    Deferred
    $4,550
    Nontaxable benefits
    $7,247
    Filer's total
    $168,286

  • Elliot Berger

    VP OF ADVANCEMENT

    Total calculated
    $176,000
    From this org
    $176,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,000
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $176,000

  • Rich Berry

    VICE PRESIDENT, PROGRAMS

    Total calculated
    $114,186
    From this org
    $114,186
    From related orgs
    $0
    Other
    $0
    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 · Compensation committee
  • 3 · Compensation survey or study
  • 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

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

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202423209349324787

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