2026-08-04T15:19:25-05:00 2025-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 500 EXCHANGE STREET SUITE 9-100 PROVIDENCE RI 02903 990 2025-01-01 222606942 BIG BROTHERS BIG SISTERS OF RHODE ISLAND INC BIGB 4019212434 188 VALLEY STREET SUITE 125 PROVIDENCE RI 02909 KATJE AFONSECA CHIEF EXECUTIVE OFFICER 4019212434 2026-08-04 1 AMBER BICHUN P01718349 4014214800 2026-07-29 2025 2025-03-06 01:10:19Z KATJE AFONSECA 188 VALLEY STREET SUITE 125 PROVIDENCE RI 02909 3237272 0 X WWW.BIGSRI.ORG X 1967 RI CREATE AND SUPPORT ONE-TO-ONE MENTORING RELATIONSHIPS THAT IGNITE THE POWER AND PROMISE OF YOUTH. 13 13 21 250 0 0 2074234 1720100 0 0 115725 175890 145788 48342 2335747 1944332 0 0 0 0 1394948 1268072 0 0 114915 691322 704188 2086270 1972260 249477 -27928 5708331 5724895 1001576 850916 4706755 4873979 CREATE AND SUPPORT ONE-TO-ONE MENTORING RELATIONSHIPS THAT IGNITE THE POWER AND PROMISE OF YOUTH. 0 0 1721144 0 0 BIG BROTHERS BIG STSTERS OF RHODE ISLAND'S MENTORING PROGRAM PAIRS CHILDREN FACING ADVERSITY WITH ADULT, VOLUNTEER MENTORS. THE FRIENDSHIP IS SUPERVISED BY OUR PROFESSIONAL STAFF TO ASSURE A POSITIVE EXPERIENCE FOR THE CHILD AS WELL AS THE VOLUNTEER. THIS IS DONE IN A VARIETY OF WAYS, INCLUDING MEETING GUIDELINES SET UP BY OUR NATIONAL ORGANIZATION, BIG BROTHES BIG SISTERS OF AMERICA. ALL VOLUNTEERS GO THROUGH AN INTENSE SCREENING PROCESS, INCLUDING CRIMINAL BACKGROUND CHECKS, AND ARE PROVIDED WITH ON-GOING SUPPORT AND TRAINING AS PART OF OUR PROGRAM. 1721144 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 6 0 1 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X KATJE AFONSECA 4019212434 188 VALLEY STREET SUITE 125 PROVIDENCE RI 02909 X TOM FUREY GOVERNANCE CHAIR 1.00 1.00 X X 0 0 0 YOMAYRA REYES PRESIDENT 1.00 1.00 X X 0 0 0 DAVID E FONTES VICE PRESIDENT 1.00 1.00 X X 0 0 0 TED TURNBULL TREASURER 1.00 1.00 X X 0 0 0 TIANA OCHOA SECRETARY 1.00 1.00 X X 0 0 0 ROSIE FERNANDEZ DIRECTOR 1.00 1.00 X 0 0 0 AIDA GOMEZ DIRECTOR 1.00 1.00 X 0 0 0 RHONDA LAPHAM DIRECTOR 1.00 1.00 X 0 0 0 GLEN MARTIN DIRECTOR 1.00 1.00 X 0 0 0 TIFFANY NGUYEN DIRECTOR 1.00 1.00 X 0 0 0 C PAUL OBERG DIRECTOR 1.00 1.00 X 0 0 0 LEAANNA RAPOSO DIRECTOR 1.00 1.00 X 0 0 0 ADERITO DOS SANTOS DIRECTOR 1.00 1.00 X 0 0 0 KATJE AFONSECA CHIEF EXECUTIVE OFFICER 30.00 10.00 X 193731 0 11881 JACK BLATCHFORD CHIEF FINANCIAL OFFICER 30.00 10.00 X 140000 0 16701 KALEIGH PERKINS CHIEF OPERATING OFFICER 30.00 10.00 X 122019 0 9764 455750 0 38346 3 0 1 0 0 113090 990000 617010 1720100 101767 101767 175 0 175 175 175 1336021 1261898 74123 74123 74123 77900 113090 31042 46858 46858 1309 1309 1309 1944332 0 0 224232 X 312939 266641 23149 23149 724304 615658 54323 54323 19509 19509 103197 84149 9524 9524 108123 91905 8109 8109 288 288 20271 20271 18990 18990 154552 154552 47137 47137 66599 58561 5167 2871 35028 29774 2627 2627 136208 115776 10216 10216 3064 3064 12495 12495 28892 24558 2167 2167 25723 21865 1929 1929 MENTORING 87105 87105 MEMBER DUES 38699 38699 SCHOLARSHIPS 29137 29137 1972260 1721144 136201 114915 280396 411268 275511 166905 14953 16688 294793 188843 129624 105950 3159106 3431124 533138 564327 1315603 1028633 5708331 5724895 73154 36971 928422 813945 1001576 850916 X 4070453 4243589 636302 630390 4706755 4873979 5708331 5724895 X -27928 162459 32693 X X 0 1 X 1 0 X 1882922 1476354 1900386 2074234 1720100 9053996 1882922 1476354 1900386 2074234 1720100 9053996 3682208 5371788 61146 71666 94178 117978 101942 446910 92292 120676 37567 144085 46858 441478 1103 1309 2412 9944796 0.54020 0.62380 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2024 AMOUNT: $ 1,103. 2025 AMOUNT: $ 1,309. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1671082 1860 60240 1733182 1372245 242783 56054 1671082 1323902 25837 22506 1372245 381621 959098 -16817 1323902 341209 40412 381621 0.73928 0.26071 0 0 44355 5618 38737 250438 183225 67213 105950 FIXED DEFERRED ANNUITY 564327 F 564327 OPERATING LEASE RIGHT-OF-USE ASSETS 745858 BENEFICIAL INTEREST IN ASSETS HELD BY RI FOUNDATION 251040 DUE FROM RELATED ENTITY 21718 DEPOSITS 10017 1028633 OPERATING LEASE LIABILITIES 813945 813945 X PART V, LINE 4: INTENDED USES FOR ENDOWMENT FUNDS: TO ENSURE FOR THE FUTURE GROWTH OF THE ORGANIZATION. PART X, LINE 2: BIG BROTHERS BIG SISTERS OF RHODE ISLAND INC. QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). AS A NOT-FOR-PROFIT ENTITY, THE ORGANIZATION IS SUBJECT TO UNRELATED BUSINESS INCOME TAX ("UBIT"), IF APPLICABLE. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, THE ORGANIZATION APPLIES THE "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION AND DERECOGNITION OF TAX POSITIONS FOR ITS CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND BELIEVES THAT THERE WERE NO UNCERTAIN TAX POSITIONS THAT QUALIFIED FOR EITHER RECOGNITION OR DISCLOSURE. BEACH PARTY 59028 19578 39450 4250 2422 BREAKFAST 56279 17829 38450 615 500 8607 3513 6 75683 75683 136 10999 190990 113090 77900 615 500 8743 4250 16934 31042 46858 X X X 0 0 0 0 0 0 0 1 0 KATJE AFONSECA CHIEF EXECUTIVE OFFICER 181731 0 12000 0 0 0 4902 0 6979 0 205612 0 0 0 JACK BLATCHFORD CHIEF FINANCIAL OFFICER 135000 0 5000 0 0 0 4044 0 12657 0 156701 0 0 0 PART I, LINE 7 OFFICERS WERE PAID BONUS DURING THE YEAR. KATJE AFONSECA - CHIEF EXECUTIVE OFFICER - $12,000 JACK BLATCHFORD - CHIEF FINANCIAL OFFICER - $5,000 KALEIGH PERKINS - CHIEF OPERATING OFFICER - $5,000 FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990: THE FORM 990 IS PREPARED BY A PUBLIC ACCOUTING FIRM, TAKING INFORMATION FROM THE AUDITED FINANCIAL STATEMENTS WITH INPUT FROM THE STAFF, AND IS REVIEWED AND SIGNED BY THE CEO. A COPY OF THE FORM 990 IS AVAILABLE TO ANYONE WHO REQUESTS IT AND IS ALSO AVAILABLE FROM THE GUIDESTAR WEBSITE. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICT POLICY: THE POLICY IS DISTRIBUTED TO THE BOARD OF DIRECTORS AND STAFF PERIODICALLY AND THEY ARE ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST OR ETHICAL CONCERNS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION PROCESS FOR TOP OFFICIAL: BOARD OF DIRECTORS REVIEW AND APPROVE COMPENSATION FOR CEO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: A STATEMENT IS PUBLISHED IN OUR ANNUAL REPORT, WHICH IS ALSO POSTED ON OUR WEBISTE, THAT THE FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART VII AND PART IX, LINE 5: THE COMPENSATION PAID TO KATJE AFONSECA, CHIEF EXECUTIVE OFFICER AND JACK BLATCHFORD, CHIEF FINANCIAL OFFICER HAS BEEN PAID BY BIG BROTHERS BIG SISTERS OF RHODE ISLAND ("BBSRI"), THE PARENT ENTITY BUT 50% OF THEIR COMPENSATION HAS BEEN ALLOCATED BETWEEN DONATION CENTER FOUNDATION OF RHODE ISLAND ("DCFRI") AND BBSRI ON PART IX, LINE 5. FORM 990, PART VII: THE COMPENSATION PAID TO KATJE AFONSECA, CHIEF EXECUTIVE OFFICER AND JACK BLATCHFORD, CHIEF FINANCIAL OFFICER COMPENSATION, WAS PAID BY FILING ORGANIZATION, BIG BROTHERS AND BIG SISTERS OF RHODE ISLAND, INC. ("BBSRI"). HOWEVER, THEY DID REPORT IN DONATION CENTER FOUNDATION OF RHODE ISLAND, RELATED ORGANIZATION CURRENT YEAR 990 RETURN AS THEY SERVE 10 HOURS PER WEEK TO THE RELATED ORGANIZATION AND 30 HOURS PER WEEK TO FILING ORGANIZATION AND IN THE CURRENT TAX YEAR ENDED 12/31/25. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 32,693. FORM 990, PART XII- ADDITIONAL INFORMATION THE FINANCE COMMITTEE SELECTS THE INDEPENDENT AUDITOR, PERIODICALLY PUTTING OUT THE ENGAGEMENT FOR BID. IT REVIEWS THE FINANCIAL STATEMENTS INCLUDING A PRESENTATION FROM THE AUDITORS EACH YEAR. DONATION CENTER FOUNDATION OF RHODE ISLAND 188 VALLEY STREET SUITE 125 PROVIDENCE RI 02909 061472524 FUNDRAISING RI 501(C)(3) LINE 12B, II BIG BROTHERS BIG SISTERS OF RHODE ISLAND INC 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 DONATION CENTER FOUNDATION OF RHODE ISLAND C 990000 FMV