2025-01-20T10:51:08-06:00 2024-06-30 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 222 MILWAUKEE WI 53202 990 2023-07-01 391239687 BIG BROTHERS AND BIG SISTERS OF METRO MI BIGB 4142584778 788 N JEFFERSON ST 600 MILWAUKEE WI 532023739 NEIL WILLENSON PRESIDENT & CEO 4142584778 2025-01-20 1 0 DIANA G LUTTMANN P01075770 4142711451 2025-01-20 2023 2024-10-15 13:58:12Z NEIL WILLENSON 788 N JEFFERSON ST 600 MILWAUKEE WI 532023739 2830909 0 X BBBSMILWAUKEE.ORG X 1975 WI CREATE AND SUPPORT MENTORING RELATIONSHIPS THAT IGNITE THE POWER AND PROMISE OF YOUTH. 31 31 55 1500 0 0 3082632 2536562 0 0 64910 157119 53834 -57084 3201376 2636597 0 64400 0 0 1719089 2059077 0 0 460380 529264 606087 2248353 2729564 953023 -92967 4966770 4915684 355773 336125 4610997 4579559 X FOR NEARLY 50 YEARS, BBBS HAS MADE A PROVEN TRANSFORMATIVE IMPACT ON THOUSANDS OF YOUNG PEOPLE FACING ADVERSITY IN MILWAUKEE AND WAUKESHA COUNTIES. THROUGH ONGOING PROFESSIONAL CASE MANAGER AND MENTORSHIP FROM DEDICATED TRAINED VOLUNTEERS, PARTICIPANTS ACHIEVE IMPRESSIVE ACADEMIC GAINS, AVOID CRIMINAL ACTIVITY AND OTHER RISKY BEHAVIORS, DEVELOP SOCIALLY AND EMOTIONALLY, AND HAVE A BRIGHTER OUTLOOK ON THEIR FUTURE. 0 0 BBBS OFFERS THREE ONE-TO-ONE MENTORING PROGRAM OPTIONS AND A NEW NON-ONE-TO-ONE OPTION. VOLUNTEER MENTORS MAKE A MINIMUM TWO-YEAR COMMITMENT AND ENGAGE THEIR MENTEE 2-4 TIMES PER MONTH. IN 2023, WE SERVED 1,547 YOUTH AGES 6-20 WHO WERE ELIGIBLE FOR FREE/REDUCED-PRICE LUNCH (88%), LIVED IN SINGLE PARENT HOUSEHOLDS (62%), AND/OR HAD AN INCARCERATED PARENT (12%). THESE MENTORED YOUTH ACHIEVED THE FOLLOWING MEASURABLE RESULTS: EDUCATIONAL SUCCESS: 74% OF YOUTH REPORT HAVING A POSITIVE ATTITUDE TOWARDS SCHOOL. 89% OF YOUTH MAINTAINED OR IMPROVED THEIR GRADES. 85% OF SENIORS GRADUATED FROM HIGH SCHOOL ON TIME. 83% OF GRADUATES ENROLLED IN POST-SECONDARY EDUCATION.PERSONAL BEHAVIOR: 96% DID NOT USE ALCOHOL, DRUGS, OR TOBACCO. 99% OF YOUTH AVOIDED INVOLVEMENT IN THE JUVENILE JUSTICE SYSTEM. 100% OF GIRLS AVOIDED TEEN PREGNANCY.HEALTHY RELATIONSHIPS: 95% OF YOUTH MAINTAINED OR IMPROVED PARENTAL TRUST AND THEIR OVERALL CONNECTEDNESS TO THEIR PARENT(S). 92% OF YOUTH MAINTAINED OR IMPROVED SOCIAL ACCEPTANCE AND POSITIVE PEER RELATIONSHIPS. 88% OF YOUTH INDICATE THEY HAVE A VERY IMPORTANT ADULT IN THEIR LIFE WHO THEY COUNT ON AND WHO CARES ABOUT WHAT HAPPENS TO THEM. 975387 1) COMMUNITY-BASED MENTORING (1:1 MENTORING):YOUTH ENGAGE WEEKLY WITH VOLUNTEER MENTORS THROUGHOUT THE COMMUNITY AND SPEND TIME TOGETHER DOING ACTIVITIES THEY CHOOSE BASED ON MUTUAL INTEREST. THROUGH COMMUNITY-BASED MENTORING, YOUTH EXPERIENCE A WIDE RANGE OF NEW, FUN, AND EDUCATIONAL ACTIVITIES. IN ADDITION, YOUTHS BUILD CONFIDENCE, LEARN RESILIENCY, AND GAIN NEW PERSPECTIVES REGARDING THE ROLE THEY PLAY IN OUR COMMUNITY. 965277 64400 2) SCHOOL-BASED MENTORING (1:1 MENTORING): STUDENTS ENGAGE WITH VOLUNTEER MENTORS WEEKLY, DURING OR AFTER THE SCHOOL DAY, AT ONE OF PARTNER ELEMENTARY OR MIDDLE SCHOOL LOCATIONS IN MILWAUKEE AND WAUKESHA COUNTIES (INCLUDING SEVEN MILWAUKEE PUBLIC SCHOOLS) FOR EDUCATIONALLY FOCUSED MENTORING, INCLUDING ASSISTANCE WITH HOMEWORK AND ENRICHMENT ACTIVITIES THAT INCORPORATE CLASSROOM CONCEPTS. 3) MENTOR2.0 (1:1 MENTORING):MENTOR2.0 IS A PROVEN, TECHNOLOGY-ENRICHED MENTORING PROGRAM FOR HIGH SCHOOL STUDENTS. IT PROVIDES SUPPORT AND GUIDANCE, HELPING HIGH SCHOOL STUDENTS GRADUATE AND SUCCEED IN BOTH COLLEGE AND THE WORKFORCE. MENTOR2.0 COMBINES IN-PERSON MENTORING WITH SAFE, SECURE ONLINE COMMUNICATION AND A COMPREHENSIVE WEEKLY CURRICULUM FOCUSED ON COLLEGE AND CAREER READINESS. 4) GROUP FACILITATED MENTORING (NON 1:1 MENTORING):GROUP FACILITATED MENTORING (GFM) IS AN ADDITION TO OUR PROGRAM SERVICES TO SUPPORT MORE YOUTH WHO ARE NOT MATCHED IN A ONE-TO-ONE MENTORING RELATIONSHIP. WE OFFER GFM TO ELEMENTARY STUDENTS WHERE THE FOCUS IS SOCIAL EMOTIONAL LEARNING, COLLEGE AND CAREER READINESS FOR HIGH SCHOOL YOUTH, AND SERVICES FOR YOUTH WAITING FOR A MENTOR. 1940664 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 22 0 1 55 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X BARBARA NAMOWICZ 4142584778 788 N JEFFERSON STREET STE 600 MILWAUKEE WI 532023739 DREW GLAUBKE CHAIR 1.00 X X 0 0 0 MATT MEULENERS VICE CHAIR 1.00 X X 0 0 0 JOHN REISEL SECRETARY 1.00 X X 0 0 0 KATE MCDONALD TREASURER 1.00 X X 0 0 0 ANTHONY BARTELL DIRECTOR 1.00 X 0 0 0 JOANNE BIRTWISTLE DIRECTOR 1.00 X 0 0 0 CHRISTIANA BLEADSOE DIRECTOR 1.00 X 0 0 0 SETH BROIDY DIRECTOR 1.00 X 0 0 0 LIZ CALDWELL DIRECTOR 1.00 X 0 0 0 ALGENE CARAULIA DIRECTOR 1.00 X 0 0 0 ANDREA CORONA DIRECTOR 1.00 X 0 0 0 KEVIN DELAHUNT DIRECTOR 1.00 X 0 0 0 TAHEREH DELEN DIRECTOR 1.00 X 0 0 0 KIMBERLY DODD DIRECTOR 1.00 X 0 0 0 MIKE FRANCIS DIRECTOR 1.00 X 0 0 0 CARISSA GINGRAS DIRECTOR 1.00 X 0 0 0 ANDREW HESSELBACH DIRECTOR 1.00 X 0 0 0 CHLOE KINSEY DIRECTOR 1.00 X 0 0 0 KEVIN KLIMARA DIRECTOR 1.00 X 0 0 0 AMAR KOTHAPALLI DIRECTOR 1.00 X 0 0 0 JEFFREY LAVALLE DIRECTOR 1.00 X 0 0 0 KATIE LOTT DIRECTOR 1.00 X 0 0 0 MELINDA MAHDASIAN DIRECTOR 1.00 X 0 0 0 DUANE MAIER DIRECTOR 1.00 X 0 0 0 MIKE MCCOY DIRECTOR 1.00 X 0 0 0 SAURAV MUKHERJEE DIRECTOR 1.00 X 0 0 0 MEGAN SEPPMANN DIRECTOR 1.00 X 0 0 0 RYAN TAMMINGA DIRECTOR 1.00 X 0 0 0 SHERRY TOLKAN DIRECTOR 1.00 X 0 0 0 STEPHANIE WARREN DIRECTOR 1.00 X 0 0 0 NICK ZARCONE DIRECTOR 1.00 X 0 0 0 NEIL WILLENSON PRESIDENT & CEO 40.00 X 110450 0 27282 BARB NAMOWICZ VP FINANCE/ADM 40.00 X 33070 0 314 143520 0 27596 1 0 0 0 0 113230 998538 312993 1111801 134596 2536562 157119 157119 131858 998538 194312 -62454 -62454 OTHER INCOME 900099 5370 5370 5370 2636597 0 0 100035 64400 64400 291386 208346 28662 54378 1426550 1017005 147703 261842 21420 15462 4113 1845 189898 141421 4814 43663 129823 98805 7189 23829 18881 18881 4846 4846 66738 30249 33691 2798 9364 9364 153530 117791 18035 17704 72119 40153 10931 21035 148253 103323 22739 22191 12956 11902 961 93 36811 19043 13377 4391 24532 24532 4526 3322 394 810 29079 22889 1584 4606 BAD DEBT EXPENSE 9000 9000 PROGRAM ACTIVITIES 6835 6835 DUES AND SUBSCRIPTIONS 6436 3641 1600 1195 VOLUNTEER EVENTS & CULT 2181 2181 2729564 1940664 328520 460380 938952 135516 3064942 3396945 290011 346163 50144 78564 99970 72405 3728 27565 354460 768496 264533 162435 4966770 4915684 94180 170456 22317 49700 239276 115969 355773 336125 X 4263179 4211710 347818 367849 4610997 4579559 4966770 4915684 -92967 61529 0 X 0 1 X 1 0 X 2189222 2717989 2847015 3082632 2536562 13373420 2189222 2717989 2847015 3082632 2536562 13373420 955828 12417592 17911 2966 1329 64910 157119 244235 5370 5370 13623025 669043 0.91150 0.91670 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2023 AMOUNT: $ 5,370. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 354460 354947 63935 4846 768496 243419 100000 11041 354460 265126 -21707 243419 205028 62983 2885 265126 203943 3690 2605 205028 1.00000 1 0 65543 48848 16695 34427 23557 10870 27565 GREATER MILWAUKEE FOUNDATION 768496 F 768496 RIGHT-OF-USE OPERATING LEASE LIABILITY 115969 115969 X 2902375 61529 209095 270624 2631751 4846 4846 2636597 2933813 209095 209095 2724718 4846 4846 2729564 PART V, LINE 4: THE ENDOWMENT IS ESTABLISHED TO SUPPORT THE OPERATIONS OF THE ORGANIZATION ON AN ONGOING BASIS. THE ORGANIZATION INTENDS TO REINVEST ALL ENDOWMENT EARNINGS AND NOT TAKE ANY DISTRIBUTIONS UNTIL THE ENDOWMENT HAS REACHED $1,000,000. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF JUNE 30, 2024, THE ORGANIZATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. THE ORGANIZATION DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR. BFKS 300645 294536 6109 4182 20967 15932 GALA 585368 475622 109746 4095 34621 62433 2 244383 228380 16003 19948 14709 1347 16078 1130396 998538 131858 28225 35676 35968 94443 194312 -62454 1 SCHOLARSHIPS 7 64400 PART I, LINE 2: EDUCATIONAL SCHOLARSHIPS ARE PROVIDED TO SELECTED SCHOLARSHIP WINNERS TOWARDS THEIR VERIFIED EDUCATIONAL EXPENSES. X 2 134596 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY REQUIRES IDENTIFICATION OF POTENTIAL CONFLICTS OF INTEREST BY ALL BOARD MEMBERS AND EMPLOYEES. DIRECTORS MUST ABSTAIN FROM ANY VOTE WHERE THAT POTENTIAL EXISTS AND IS ENFORCED AT ALL BOARD MEETINGS. BOARD MEMBERS & EMPLOYEES SIGN CONFLICT OF INTEREST FORMS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD CHAIR AND THE EXECUTIVE COMMITTEE SET THE CEO'S SALARY BASED ON REVIEW OF COMPARABLE SALARIES IN THE LOCAL MARKET. THE EXECUTIVE COMMITTEE REVIEWS THE CEO'S PERFORMANCE ANNUALLY. THE PRESIDENT AND CEO USES SURVEYS OF LOCAL NONPROFIT ORGANIZATIONS TO DETERMINE THE COMPENSATION OF KEY EMPLOYEES BASED ON COMPARABLE SALARIES IN THE LOCAL MARKET. ALL POSITIONS RECEIVE AN ANNUAL PERFORMANCE REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL MAKE AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO INDIVIDUALS AND ORGANIZATIONS UPON REQUEST.