2025-06-06T10:41:24-05:00 2024-08-31 591687531 PDR CPAS ADVISORS INC 4023 Tampa Road Suite 2000 Oldsmar FL 34677 990 2023-09-01 592173085 Big Brothers Big Sisters of Tampa Bay Inc BIGB 7275188860 3001 Executive Drive Suite 110 Clearwater FL 33762 Chris Letsos President & CEO 7275188860 2025-03-11 1 1 Mary Brown P01892845 7277854447 2025-03-11 2023 2025-03-06 01:10:19Z X Chris Letsos 3001 Executive Drive Suite 110 Clearwater FL 33762 7165316 0 X www.bbbstampabay.org X 1964 FL Support and supplement one-to-one mentoring relationships that ignite the power and promise of youth. 35 35 101 2000 0 0 5579604 4731970 0 0 67235 542347 1091919 1142705 6738758 6417022 40000 17910 0 0 4492393 4355576 0 0 527578 1353414 1320750 5885807 5694236 852951 722786 4357413 5407329 467842 794972 3889571 4612357 X To provide children facing adversity with strong and enduring, professionally supported one-to-one relationships that ignite the power and promise of youth. 0 0 4796039 17910 Our Agency's singular program is Comprehensive Mentoring. Our mission is to provide children facing adversity with strong and enduring, professionally supported one-to-one relationships that change their lives for the better, forever. A simple but powerful mission which serves as the foundation for what we do. Thanks to dedicated volunteers and generous donors we're able to serve children from all walks of life. Within our comprehensive mentoring program, volunteers (Bigs) and children (Littles) spend time together either in the community or at an assigned site location. Community Based participants may choose outings such as going for a walk, working on arts and crafts, taking a bike ride, or watching a sporting event. Site based participants may meet with their Little Brother or Little Sister one hour a week at a near-by school and may choose activities such as reading, games, or even just talking about school and/or life. In our School-to-Work mentoring program, partner high schools are matched up with a local business or governmental entity for a minimum of two years. High school juniors the first year and seniors the second year meet with their assigned mentors at his or her work place for a half a day each month during the school year. During this time, youth participating at each site have the opportunity to participate in career readiness training such as resume writing and job shadowing, while developing a 1:1 relationship with their mentor. The overarching objectives for each of these School-to-Work matches is to form a positive 1:1 relationship, have the student graduate from high school with the best possible grades, and develop a plan for each student of what he or she will do upon graduation. 4796039 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 101 1 0 0 0 0 0 0 0 0 0 0 X 35 35 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X Leslie M Lee 7275188860 3001 Executive Drive Suite 110 Clearwater FL 33762 Kathleen Wade Immediate Past Board Chair 3.50 X 0 0 0 Kenneth Beattie Chair Elect 3.50 X 0 0 0 John Allgeier Audit Committee Chair 3.50 X 0 0 0 Richard Salazar Past Board Chair 3.50 X 0 0 0 Brian Auld Director 3.50 X 0 0 0 Mary Ann Fullerton Director 3.50 X 0 0 0 Todd Fultz Director 3.50 X 0 0 0 Scott Walker Director 3.50 X 0 0 0 Danielle Vona Resource Development Commi 3.50 X 0 0 0 David Judd Director 3.50 X 0 0 0 Christopher BaudersCFA Treasurer 3.50 X X 0 0 0 Christina Navatta Director 3.50 X 0 0 0 Paul Edwards Director 3.50 X 0 0 0 Chris Butler Director 3.50 X 0 0 0 Kara Klinger Director 3.50 X 0 0 0 Lisa Langer Director 3.50 X 0 0 0 David B Weinstein Director 3.50 X 0 0 0 Don Byers Board Governance Chair 3.50 X 0 0 0 Tiffany Colucci Director 3.50 X 0 0 0 Greg Hebard Director 3.50 X 0 0 0 Isorys Dilone Director 3.50 X 0 0 0 Jeff St Cyr Director 3.50 X 0 0 0 Erik Marsh Director 3.50 X 0 0 0 Nicholas Vojnovic Director 3.50 X 0 0 0 Tammy Davis Director 3.50 X 0 0 0 Cristina Hale Director 3.50 X 0 0 0 Jose Limardo Jr Director 3.50 X 0 0 0 Alex Obenauf Board Governance Committee Chair 3.50 X 0 0 0 Casey Stein Director 3.50 X 0 0 0 Matthew Crane Director 3.50 X 0 0 0 Abigail StClair Director 3.50 X 0 0 0 S Scott Walker Esq Director 3.50 X 0 0 0 Christopher Nix HR Committee Chair 3.50 X 0 0 0 Tony Leavine Chair 3.50 X X 0 0 0 George Mantzaris Director 3.50 X 0 0 0 Jennifer Libby Chief Program Officer 40.00 X 107754 0 9396 Amy Hollington VP of Development (Corporate Giving & Events) 40.00 X 83100 0 8317 Dawn Kuhn VP of Development (Individual Giving) 40.00 X 81600 0 3725 Leslie Lee CFO & COO 40.00 X 129305 0 10258 Stephen A Koch Past President & CEO 40.00 X 45431 0 0 Chris Letsos President & CEO 40.00 X 148077 0 11009 Chad Mitchell VP of Partnership Engagement 40.00 X 76500 0 1160 671767 0 43865 3 0 1 0 0 343184 197509 3267897 923380 340108 4731970 124967 124967 750000 332620 417380 417380 417380 1558379 197509 415674 1142705 1142705 6417022 417380 0 1267672 17910 17910 671767 557567 47023 67177 2977195 2471072 208404 297719 445961 370148 31217 44596 260653 216342 18246 26065 212383 176278 14867 21238 150757 125128 10553 15076 189802 157535 13286 18981 14398 11950 1008 1440 35819 29730 2507 3582 138877 115268 9721 13888 Program expenses 278627 278627 In Kind Expenses 137600 122515 6987 8098 Miscellaneous 67765 56247 4741 6777 Dues 65313 65313 29409 24409 2059 2941 5694236 4796039 370619 527578 1134199 1382802 1929117 2453079 498704 517329 4170 25860 158496 186652 345489 273167 313240 72322 287812 306674 31675 462611 4357413 5407329 176934 122933 267368 201769 23540 470270 467842 794972 X 3491655 4223256 397916 389101 3889571 4612357 4357413 5407329 722786 0 X 0 1 X 1 0 X 3588905 4900259 5118329 5579604 4731970 23919067 3588905 4900259 5118329 5579604 4731970 23919067 23919067 7939 81358 -25700 67235 124967 255799 -2051 12380 15689 75705 101723 24276589 0.98530 0.98850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 287812 2000 29161 12299 306674 268934 5158 25520 11800 287812 328132 1727 -29200 31725 268934 260604 3300 76483 12255 328132 268664 2000 85 10145 260604 0 0 2895 2895 0 342594 270272 72322 72322 Beneficial interest in a perpetual trust 306674 F 306674 Right of Use Assets 452068 Deposits 10543 462611 Lease Liability - current portion 104123 Lease Liability 366147 470270 X 6469697 52675 52675 6417022 0 6417022 5746911 52675 52675 5694236 0 5694236 Part V, Line 4: The Organization receives income from certain endowment funds that are neither in the Organization's possession nor under its control. These external endowment assets are held in perpetuity and are invested and managed by outside trustees in accordance with trust agreements as directed by the donors. In 2002, the Organization established an endowment account with the Pinellas County Community Foundation (PCCF) in the amount of $10,000. In 2009, the Organization established the Charles Manly endowment account with the Community Foundation of Tampa Bay (CFTB). It is the intent of the donors and the Organization to accumulate donations and earnings until the fund reaches a balance of $25,000. Although the Organization does not have the right to receive the endowment assets per the Trust Agreement, the contribution to the endowment fund is considered an asset of the Organization as it has been named beneficiary. Earnings on the endowment funds are periodically distributed to the Organization in accordance with the trust agreement. In 2013, the Organization established a scholarship endowment account with the Community Foundation of Tampa Bay. The Organization utilized CFTB's Leave a Challenge Grant Program (the Grant Program) which incorporates a one-to-three match. The Organization had a goal of raising $50,000 with $37,500 to be raised by the Organization and $12,500 to be awarded through the Grant Program. As of January 2014, the Organization was awarded the challenge grant by CFTB. Although the Organization does not have the right to receive the endowment assets per the Trust Agreement, the contribution to the endowment fund is considered an asset of the Organization as it has been named beneficiary. Earnings on the endowment funds are distributed to the Organization semi-annually at a distribution rate between 3.50% - 5.50% of the fund's balance as of December 31st of the year preceding the distribution. For 2015, the spending policy is 4% of the December 31, 2014 endowment account balance. Part X, Line 2: The Organization accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold to the recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for all uncertain tax positions. The Organization has identified its tax status as a tax-exempt entity as its only significant tax position; however, the Organization has determined that such tax position does not result in an uncertainty requiring recognition. The Organization is not currently under examination by any taxing jurisdiction. The Organization's federal returns are generally open for examination for three years following the date filed. Gala 764556 130961 633595 44265 105745 297 31818 45232 Companies for Kids 263546 4341 259205 59951 1364 2377 11402 8 727786 62207 665579 80432 2931 1554 28306 1755888 197509 1558379 44265 246128 4592 35749 84940 415674 1142705 0 Scholarships 15 17910 X 0 0 0 0 0 0 0 0 0 Chris Letsos President & CEO 148077 0 0 0 0 0 0 0 11009 0 159086 0 0 0 Part I, Line 3 There is an independent review by the Board chair and executive committee, relying on information from outside consultants nationally and locally for top management and key employees for the organization. X Misc Program 336 335108 FMV 0 0 0 Form 990, Part VI, Section B, line 11b The 990 is reviewed by the CEO and Chief Financial & Operating Officer, before being forwarded to the Board Treasurer and Chairman of the Audit Committee for review. After this review process has taken place it will be provided to all Board members for review, prior to filing. Form 990, Part VI, Section B, line 12c The Board of Directors are required to sign a conflict of interest policy every year. Form 990, Part VI, Section B, line 15 There is an independent review by the Board Chair and Executive Committee, relying on information from outside consultants nationally and locally for top management and key employees for the organization. Form 990, Part VI, Section C, line 18 The Form 990 is posted to the Organization's website. Form 990, Part VI, Section C, line 19 All governing documents, conflict of interest policy, and financial statements are available to the public upon request. Financial statements are also available on our website. Amended Return Explanation Return is being amended to correctly report non-taxable benefits of the officers of the organization.