2024-05-14T12:25:58-05:00 2023-06-30 561131459 Stancil PC 4909 Windy Hill Drive Raleigh NC 27609 990 2022-07-01 460471896 First In Families of North Carolina FIRS 9843274227 3109 University Drive 100 Durham NC 277073779 ELIZABETH MACMICHAEL EXECUTIVE DIRECTOR 9843274227 2024-05-14 1 ELIZABETH MACMICHAEL 999009999 0 Nicholas Lombardi Jr P00741321 9198721260 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ELIZABETH MACMICHAEL 3109 University Drive 100 Durham NC 277073779 1936707 0 X www.fifnc.org X 2001 NC Help people with developmental disabilities (and/or Traumatic Brain Injury) and their families achieve their short and long-term goals and give back to others. 11 11 27 139 0 0 1855990 1907499 12519 21595 3273 5145 20736 1668 1892518 1935907 681292 691253 0 0 815647 900079 0 0 7159 448009 514916 1944948 2106248 -52430 -170341 1336836 1080550 213944 127657 1122892 952893 X First In Families of North Carolina is a catalyst for people with disabilities and their families in NC to meet their self-defined needs by leveraging relationships and resources, and encouraging reciprocity in their communities. 1,918 short and long-term goals were met for 1,766 families impacted by IDD, TBI, or other disability assisted statewide during the fiscal year ending 6/30/23. Of these 1,766 families, 30% (530) were never previously served by FIFNC. 139 private NC businesses provided discounts on goods or services requested by families. 1 0 653664 242500 8161 All the FIF local Chapters help people with developmental and other disabilities to create the lives they aspire to now and for the future. Families or individuals apply for assistance to meet a short-term or long-term goal or obtain needed goods or services. 79% of the 1,766 families assisted do not receive formal services through any Medicaid waivers.Families are offered opportunities to give back to other families at the time they apply for assistance or later on; reciprocity by families served ("gave back") for FY2223 was: 39 families donated goods; 40 families donated time, and 3 families donated money. FIF partners with the business community and other families previously served, to meet the need of the applicant at the lowest possible cost. Through such assistance, the need is met, and public awareness is developed as well. Each Chapter is governed by a grassroots local Chapter Leadership (formerly Management) Team comprised of people with disabilities, their family members, and invested community members. Requests fulfilled fall into and are measured within 35 categories of support, for example, Adaptive Equipment and Parts, Sensory Support, Camp, or Assistive Technology. Requests are met through the matching of public funding with additional support from private local businesses, foundations, or private citizens. The Central Carolina, Wake, Cumberland, Johnston, and Mecklenburg chapters met 740 requests from 679 (unduplicated) families last year, including 175 of whom were completely new to FIF (never previously assisted). 448168 166262 5595 The Statewide Cross-Area Special Program includes the Quality Assurance and Technical Assistance program (QATA), the Lifeline Project, and the Lifetime Connections program. QATA provides oversight and guidance, technical assistance, strategic planning, maintenance of strong Chapter Leadership Teams, new staff training, an annual assessment through Core Indicators of Chapter Health, and a comprehensive family support database to all 13 FIF Chapters statewide, including the 11 managed directly by FIFNC. This assistance ensures high-quality, customer-led family support and adherence to the FIF model. QATA support in FY2223 included 13 on-site Chapter visits to meet with staff and Chapter Leadership Teams, 12 monthly calls with all chapters, 403 one-to-one Technical Assistance requests resolved, and 1 chapter staff training event. The Lifeline Project provides family support to individuals and families who live in the 10 NC Counties not covered by an FIF chapter. All 13 Chapters scored over 80% on Core Indicators of Chapter Health (benchmark is 75% of the chapters scoring over 80%). In FY22-23, Lifeline Project helped 52 families with 57 requests, statewide. Lifetime Connections provides future planning support to families who are planning for their child's or sibling's well-being when they are no longer able to provide the support and advocacy needed for successful community life. This includes two core services, Future Planning meetings, and a Personal Network for each member family. Families are assisted to put a comprehensive plan in place, including will(s), special needs trust, and letter of intent, and to develop Personal Networks for current (and future) quality of life and peace of mind. In FY22-23 Lifetime Connections actively supported 36 volunteers who support Personal Networks for 12 member families in 4 counties. These volunteers provide advice, goal-setting, and friendship. 305973 113510 3820 The Blue Ridge, Five County, Triad, and Southern Piedmont Chapters funded through Vaya LME/MCO assisted 325 families last year, fulfilling 346 requests. 120 of these families were completely new to First In Families. These three Chapters assisted residents across 32 counties. In FY22-23 all thirteen local FIF chapters leveraged a total of $53,653 from private businesses, all of which went directly to meet the needs of more families. 233871 86762 2920 FIF receives funding from NC DMH to operate the FIF- Eastern NC chapter, covering 17 counties in the Northeast and 11 counties in the Southeast. 195661 72587 2443 Triad, Southern Piedmont, and Foothills Chapters funded through Partners LME/MCO assisted 138 families in 12 counties last year, fulfilling 150 requests. 38 of these families were completely new to First In Families. 25964 9632 324 Lifetime Connections provides future planning support to families who are planning for their child's or sibling's well-being when they are no longer able to provide the support and advocacy needed for successful community life. This includes two core services, Future Planning meetings, and a Personal Network for each member family. Families are assisted to put a comprehensive plan in place, including will(s), special needs trust, and letter of intent, and to develop Personal Networks for current (and future) quality of life and peace of mind. In FY2223 Lifetime Connections actively supported 36 volunteers who support Personal Networks for 12 member families in 4 counties. These volunteers provide advice, goal-setting, and friendship. 455496 168981 5687 1863301 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 10 0 27 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 0 0 NC X ELIZABETH MACMICHAEL 9843274227 3109 UNIVERSITY DRIVE SUITE 100 DURHAM NC 277073779 CHRIS DEMETROPOULOS BOARD MEMBER 0.50 X 0 0 0 PEGGY BALAK PRESIDENT 0.50 X X 0 0 0 NIASHA A FRAY BOARD MEMBER 0.50 X 0 0 0 TIMOTHY FERREIRA BOARD MEMBER 0.50 X 0 0 0 DUNCAN MUNN VICE PRESIDENT 0.50 X X 0 0 0 JEAN MANKOWSKI BOARD MEMBER 0.50 X 0 0 0 JASON TUELL BOARD MEMBER 0.50 X 0 0 0 KEIRON DYCK BOARD MEMBER 0.50 X 0 0 0 KATIE LEDFORD SECRETARY-TREASURER 0.50 X X 0 0 0 MATTHEW SCHWAB BOARD MEMBER 0.50 X 0 0 0 TONI JAMES-MANUS BOARD MEMBER 0.50 X 0 0 0 BETSY MACMICHAEL EXECUTIVE DIRECTOR 40.00 X 75524 0 5496 75524 0 5496 0 0 0 0 0 1653522 253977 47777 1907499 PROGRAM FEES 900099 21595 21595 21595 4514 4514 1431 800 631 631 631 MISCELLANEOUS INCOME 900099 1668 1668 1668 1935907 23263 0 5145 X 691253 691253 88409 70754 14278 3377 659273 575498 83372 403 8870 7788 1082 87418 75923 11250 245 56109 48432 7452 225 1000 1000 19750 19750 480 480 293419 278263 13556 1600 7430 7430 2742 2676 36 30 3093 3012 60 21 66459 66459 10071 9477 594 6095 6095 5314 5314 Bad Debt Expense 67025 67025 Other Program Expenses 19220 15896 3096 228 Staff Training 4393 4393 Postage & Delivery 2907 2907 5518 3140 1348 1030 2106248 1863301 235788 7159 3857 9995 248384 652708 958288 328078 32634 25434 2547 1198 43884 14372 2071 2071 0 0 6027 6237 41215 42528 1336836 1080550 124822 33330 69701 73703 19421 20624 213944 127657 X 916376 854940 206516 97953 1122892 952893 1336836 1080550 -170341 342 0 X X 0 1 X 1 0 X 333387 322734 254389 210695 253977 1375182 333387 322734 254389 210695 253977 1375182 1375182 1331 1469 1792 2155 4514 11261 184 9900 967 20736 1668 33455 1419898 7853635 0.96850 0.96410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 41215 1793 480 42528 45323 -3660 448 41215 40331 5420 428 45323 36913 2560 1244 386 40331 35504 1767 358 36913 1 0 2071 2071 0 0 Accrued Vacation 20624 20624 X 1951322 342 15553 15895 1935427 480 480 1935907 2121321 15553 15553 2105768 480 480 2106248 Part V, Line 4: The Organization's board has a policy of not spending any of the corpus until it grows to such an extent that a portion of its growth could be used to fund its programs while maintaining a sufficient corpus that can be held in perpetuity. Part X, Line 2: The Organization is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. It has been classified as an organization that is not a private foundation under Section 509(a)(2) of the Internal Revenue Code and qualifies for the 50 percent charitable contributions deduction for individual donors. If applicable, penalties and interest assessed by income tax authorities related to uncertain tax positions are included as expenses in the statement of activities. There were no interest and penalties recorded or included in the financial statements for the years ended June 30, 2023 and 2022. The Organization is not currently under examination by the Internal Revenue Service or the State of North Carolina. 1 CASH AND NON-CASH ASSISTANCE TO FAMILIES WITH MEMBERS WHO HAVE PHYSICAL OR MENTAL DISABILITIES 1363 643476 47777 FMV CLOTHES, FURNITURE, ELECTRONICS, FOOD, ETC. Part I, Line 2: THE ORGANIZATION HAS STRICT ELIGIBILITY CRITERIA FOR ITS NEEDS BASED ASSISTANCE. THE CRITERIA, SUCH AS INCOME LEVEL, DISABILITY, AND LOCATION OF THE APPLICANT, IS PROCESSED THROUGH AN INITIAL SCREENING BY A KNOWLEDGEABLE STAFF MEMBER, AND THEN A FLOW CHART IS USED TO DETERMINE IF THE FUNDS WILL COME FROM THE STATE OR FROM OTHER CONTRIBUTORS. MOST ASSISTANCE IS GIVEN DIRECTLY TO A THIRD PARTY, AND NO MONITORING IS REQUIRED AFTER PAYMENT IS MADE. HOWEVER, IF CASH IS GIVEN DIRECTLY TO THE APPLICANT, THEN RECEIPTS ARE REQUIRED TO SHOW HOW THE MONEY WAS USED. SURVEYS ARE ALSO CONDUCTED AND SENT TO ALL INDIVIDUALS SERVED. X 6571 FAIR MARKET VALUE X 51 2946 FAIR MARKET VALUE X 3 3075 FAIR MARKET VALUE X DISCOUNTS & DONATED GOODS FROM BUSINESS LEVERAGING 145 17827 FAIR MARKET VALUE X HOLIDAY GIFTS 66 11356 FAIR MARKET VALUE X TOILETRIES 21 2964 FAIR MARKET VALUE X GIFT CARDS 66 1820 FAIR MARKET VALUE X FURNITURE 2 400 FAIR MARKET VALUE X EDUCATIONAL SUPPLIES 16 319 FAIR MARKET VALUE X BABY ITEMS 7 225 FAIR MARKET VALUE X MISCELLANEOUS GOODS 1 124 FAIR MARKET VALUE X APPLIANCES 1 100 FAIR MARKET VALUE X TOYS 1 50 FAIR MARKET VALUE 0 0 0 Form 990, Part III, line 2 (1) For the first time, FIFNC has expanded its Chapter support throughout all of NC to include people with Severe/Persistent Mental Illness (SPMI), and to a more modest degree people with Substance Use Disorder (SUD), as well as Intellectual/Developmental Disabilities (IDD). Through a pilot project the year before, it successfully was proven that these populations benefit as well from the meeting of needs that fall into the non-clinical drivers of health area. The year was spent meeting with the LME/MCO's to assist with outreach to their Care Managers and others, as well as doing internal trainings for staff on ways that serving these populations is the same, or different. By year's end, FIFNC had served the following demographics: 74.1% I/DD, 2.8% SPMI, 3.5% TBI, 15.9% Multiple, and 3.7% Other (primarily served through our Healthy Blue funding). Form 990, Part VI, Section B, line 11b CERTAIN MEMBERS OF THE BOARD WILL REVIEW FORM 990 FOR ACCURACY BEFORE IT IS FILED. Form 990, Part VI, Section B, line 15a The organization refers to the comparability data made available by the NC Center of Nonprofits Form 990, Part VI, Section C, line 19 UPON REQUEST Form 990, Part IX, line 11g Other Professional Fees: Program service expenses 0. Management and general expenses 13,556. Fundraising expenses 1,600. Total expenses 15,156. Facilitator Expense: Program service expenses 28,138. Management and general expenses 0. Fundraising expenses 0. Total expenses 28,138. Contract Labor: Program service expenses 250,125. Management and general expenses 0. Fundraising expenses 0. Total expenses 250,125. Form 990, Part XII, Line 2c: THE ORGANIZATION HAS A FINANCE COMMITTEE THAT OVERSEES AND ASSUMES RESPONSIBILITY FOR THE AUDIT.