2024-04-11T14:12:21-05:00 2023-06-30 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2022-07-01 540682401 GRAFTON SCHOOL INCORPORATED GRAF 5405420200 PO BOX 2500 WINCHESTER VA 22604 ANGELA L BROWN CHIEF FINANCIAL OFFICER 5405420200 2024-04-11 1 ANGELA BROWN 999009999 0 EMILIE M KNIERIEM CPA P01330194 3176334705 2024-04-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GRAFTON INTEGRATED HEALTH NETWORK ANGELA L BROWN PO BOX 2500 WINCHESTER VA 22604 66360022 0 X WWW.GRAFTON.ORG X 1960 VA GRAFTON CREATES SOLUTION-FOCUSED OPPORTUNITIES FOR INDIVIDUALS CHALLENGED BY COMPLEX DISABILITIES. 11 11 875 11 -77299 0 9086066 1945840 49169457 55225228 600034 854794 603392 888811 59458949 58914673 10452 3590 0 0 40003685 45083392 0 0 0 13513184 14647061 53527321 59734043 5931628 -819370 59407353 59282442 14613997 14454747 44793356 44827695 X GRAFTON CREATES SOLUTION-FOCUSED OPPORTUNITIES FOR INDIVIDUALS CHALLENGED BY COMPLEX DISABILITIES. 0 0 52934157 3590 55963263 1) GRAFTON SCHOOL, INCORPORATED IS AN EDUCATION-FOCUSED MULTIFACETED NONPROFIT ENTITY SPECIALIZING IN SERVING INDIVIDUALS WITH COMPLEX NEEDS IN THE CATEGORIES OF DEVELOPMENTAL, INTELLECTUAL, AND MENTAL HEALTH/PSYCHIATRIC DIAGNOSES. IT UTILIZES SETTINGS SUCH AS ITS HIGHLY SPECIALIZED PRIVATE DAY SCHOOLS, MULTIPLE TYPES OF RESIDENTIAL SETTINGS INCLUDING THERAPEUTIC COMMUNITY HOMES AND PSYCHIATRIC RESIDENTIAL TREATMENT FACILITIES, AND A HIGHLY SPECIALIZED ARRAY OF PROFESSIONAL THERAPEUTIC SERVICES TO ADDRESS AND MEET THE NEEDS OF THOSE IT SERVES. THESE PROFESSIONAL SERVICES INCLUDE SPECIAL EDUCATION, OCCUPATIONAL, SPEECH AND LANGUAGE, APPLIED BEHAVIOR ANALYSIS, PSYCHOTHERAPY, PSYCHIATRIC SERVICES, AND NURSING SERVICES WHICH ARE PERFORMED BY PROFESSIONALS WHO SPECIALIZE IN SERVING INDIVIDUALS WITH COMPLEX OVERLAPPING NEEDS AND DIAGNOSES.GRAFTON DELIVERS ALL ITS SERVICES UTILIZING ITS INDUSTRY LEADING AND PATENTED TRAUMA-INFORMED APPROACH "UKERU", FOCUSING AND PRIORITIZING THE TEACHING OF NEW SKILLS THAT ENHANCE THE INDIVIDUALS' SENSE OF MASTERY AND AUTONOMY. MANY OF THE INDIVIDUALS WE SERVE HAVE ATTEMPTED LESS INTENSIVE PROGRAMS IN THE PAST, BUT INSTEAD FOUND SUCCESS UTILIZING OUR INDUSTRY-LEADING EDUCATIONAL, THERAPEUTIC, AND RESIDENTIAL SERVICES. THESE INDIVIDUALS ARE MOST FREQUENTLY DIAGNOSED AS HAVING AUTISM, INTELLECTUAL DISABILITIES, PSYCHIATRIC DISORDERS, LEARNING DISABILITIES, SENSORY AND MEDICAL CHALLENGES. ALMOST ALL HAVE COMORBID PSYCHIATRIC AND DEVELOPMENTAL DISABILITY. MORE THAN 100 LOCAL AGENCIES FROM VIRGINIA, MARYLAND, WEST VIRGINIA, THE DISTRICT OF COLUMBIA, PENNSYLVANIA, AND VARIOUS OTHER STATES, REFER INDIVIDUALS TO OUR PROGRAMS.DURING FISCAL YEAR 2023 GRAFTON PROVIDED SPECIAL EDUCATION SERVICES TO OVER 290 CHILDREN, CHILD AND ADOLESCENT THERAPEUTIC COMMUNITY HOME SERVICES TO 107 CHILDREN, PSYCHIATRIC AND RESIDENTIAL TREATMENT SERVICES TO 101 CHILDREN, AND RESIDENTIAL AND COMMUNITY SUPPORT SERVICES TO 97 ADULTS IN ITS FOUR MAIN GEOGRAPHIC REGIONS OF BERRYVILLE, VIRGINIA; RICHMOND, VIRGINIA; WINCHESTER, VIRGINIA; AND COLD SPRING, MINNESOTA.GRAFTON IS THE SOLE OWNER OF A SUBSIDIARY CORPORATION, DOMINION CENTER FOR BEHAVIORAL HEALTH SERVICES, LTD., LOCATED IN LOUDOUN COUNTY, VIRGINIA THAT PROVIDED OUTPATIENT PSYCHOTHERAPY SERVICES TO OVER 893 INDIVIDUALS IN FISCAL YEAR 2023.ADDITIONALLY, GRAFTON PARTNERS WITH THE CITY OF WINCHESTER, VIRGINIA, TO PROVIDE SERVICES TO THE INFANT AND TODDLER CONNECTION OF THE SHENANDOAH VALLEY. THIS SERVICE TEACHES, COACHES, AND MENTORS FAMILIES OF CHILDREN UP TO AGE THREE WHO HAVE A DEVELOPMENTAL DELAY OR DIAGNOSED DISABLING CONDITION. DURING FISCAL YEAR 2023, APPROXIMATELY 812 INFANTS/TODDLERS AND THEIR FAMILIES RECEIVED EARLY INTERVENTION SERVICES AND SUPPORT IN THE CITY OF WINCHESTER, VIRGINIA; AND THE COUNTIES OF FREDERICK, CLARKE, WARREN, PAGE, AND SHENANDOAH, VIRGINIA. UKERU SYSTEMS, A DIVISION OF GRAFTON, PROVIDED CONSULTATIVE SERVICES TO CUSTOMERS THROUGHOUT THE UNITED STATES, CANADA, AND NEW ZEALAND. UKERU SYSTEMS TEACHES THE GRAFTON METHOD, TRAUMA INFORMED CARE, AND THE MINIMIZATION OF SECLUSION AND RESTRAINT INCLUDING THE SALES OF PATENTED BLOCKING PADS. GRAFTON CONTRACTED WITH THE COUNTY OF LOUDOUN IN VIRGINIA TO OPERATE THEIR YOUTH SHELTER SERVICE, A SHORT-TERM CRISIS RESPONSE SHELTER PROGRAM FOR CHILDREN REFERRED BY THE DIVISION OF FAMILY SERVICES, JUVENILE COURT SERVICES, OR MENTAL HEALTH PROVIDERS. THE CONTRACT BEGAN IN AUGUST OF 2017 AND ENDED IN MARCH 2023. DURING FISCAL YEAR 2023, GRAFTON SERVED 28 YOUTH AT THE SHELTER. IN SUPPORT OF ITS MISSION, GRAFTON EMPLOYED APPROXIMATELY 634 FULL-TIME EQUIVALENT STAFF, OF WHICH APPROXIMATELY 86% WERE EMPLOYED TO WORK DIRECTLY WITH OUR CLIENTS AND THEIR FAMILIES. 52934157 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 68 0 1 875 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WV X ANGELA L BROWN 5405420200 PO BOX 2500 WINCHESTER VA 22604 BRIAN S PARTLOW CHAIRMAN 0.38 0.00 X X 0 0 0 JOHN WILLINGHAM VICE CHAIRMAN 0.23 0.00 X X 0 0 0 BERNADINE DYKES TREASURER 0.38 0.00 X X 0 0 0 ANNIE MEDINA SECRETARY 0.23 0.00 X X 0 0 0 GEMMA BROOKS DIRECTOR 0.23 0.00 X 0 0 0 DANIEL L CARTO DIRECTOR 0.38 0.00 X 0 0 0 KEVIN J CALLANAN DIRECTOR 0.38 0.00 X 0 0 0 PETER WARREN DIRECTOR 0.38 0.00 X 0 0 0 CHELSEA HESTER DIRECTOR 0.38 0.00 X 0 0 0 KEN BERGER DIRECTOR 0.23 0.00 X 0 0 0 DEBORAH CAGLE WELLS DIRECTOR 0.23 0.00 X 0 0 0 JERRY B PARTLOW CHAIRMAN PARTIAL TERM 0.38 0.00 X X 0 0 0 DENNIS MORRISON VICE CHAIRMAN PARTIAL TERM 0.38 0.00 X X 0 0 0 BRIAN J HESTER TREASURER PARTIAL TERM 0.38 0.00 X X 0 0 0 MARC JACCARD SECRETARY PARTIAL TERM 0.38 0.00 X X 0 0 0 HARRY S SMITH DIRECTOR PARTIAL TERM 0.23 0.00 X 0 0 0 JAMES G GAYNOR II DIRECTOR, FORMER CEO PARTIAL TERM 0.23 0.00 X 0 0 0 JAMES STEWART CHIEF EXECUTIVE OFFICER 40.00 0.00 X 363759 0 50679 JOHN SCOTT ZEITER CHIEF CLINICAL OFFICER 40.00 0.00 X 214831 0 27096 KENT HOUCHINS COO, COMMUNITY-BASED PROGRAMS 40.00 0.00 X 219179 0 25614 KIMBERLY SANDERS PRESIDENT, UKERU SYSTEMS 40.00 0.00 X 227371 0 10060 VANESSA LANE CHIEF ADMINISTRATIVE OFFICER 40.00 0.00 X 201353 0 16248 JAMES SANDERS COO FACILITY BASED PROGRAM 40.00 0.00 X 190925 0 9909 ANGELA BROWN VP, FINANCE 40.00 0.00 X 140468 0 33305 STEPHANIE DIXON VP, HUMAN RESOURCES 40.00 0.00 X 48191 0 5182 ROBIA A FIELDS MEDICAL DIRECTOR 40.00 0.00 X 259091 0 13794 JULIE E LEWERENZ PROGRAM PSYCHIATRIST 40.00 0.00 X 252850 0 18475 ALLYSON H DAVIS EXECUTIVE DIRECTOR 40.00 0.00 X 141460 0 4959 JEAN W GUILLOUX BOARD CERTIFIED BEHAVIOR ANALYST 40.00 0.00 X 149059 0 15273 RAYMOND CROSEN EXECUTIVE DIRECTOR 40.00 0.00 X 119872 0 9725 2528409 0 240319 28 0 1 0 JULIET GLASSROTH 10415 HAYES AVENUE SILVER SPRING MD 20902 PUBLIC RELATIONS/COMMUNICATIONS 183189 LIGHTHOUSE TELEHEALTH LLC 3909 WOODLEY ROAD TOLEDO OH 43606 CONTRACTED PSYCHIATRIC SERVICES 148200 MARCO TECHNOLOGIES LLC PO BOX 1450 MINNEAPOLIS MN 55485 IT INFRASTRUCTURE 142585 REED SMITH LLP PO BOX 715318 BALTIMORE MD 21275 LEGAL SERVICES 110972 4 967547 978293 56415 1945840 SERVICE REVENUE 611600 52752630 52752630 CERTIFICATION AND CONSULTING 611600 1612893 1612893 CONTRACT PROGRAM REVENUE 611600 859705 859705 55225228 526877 -77299 604176 6884754 52765 6597844 11758 286910 41007 327917 327917 1524582 835747 688835 688835 MANAGEMENT FEE REVENUE 900099 49200 49200 150776 150776 199976 58914673 55963263 -77299 1082869 3590 3590 1921045 1756831 164214 34481200 31533696 2947504 793683 742807 50876 5205770 4872076 333694 2681694 2471625 210069 302495 302495 63658 63658 100516 100516 772343 575842 196501 123634 84083 39551 3915685 3439641 476044 1038159 1003561 34598 3226111 3050794 175317 645917 539501 106416 139862 128217 11645 42331 20735 21596 2435275 1824896 610379 941996 424014 517982 RECRUITMENT 286256 24724 261532 PROGRAM SUPPORT 222165 222063 102 SPECIAL EVENTS 41748 41748 SUBSCRIPTIONS 4015 1999 2016 344895 171714 173181 59734043 52934157 6799886 0 2448919 3096709 2200384 1739247 7242389 8850196 1253294 1393294 429267 455102 1179948 1003155 50906133 25334695 25840448 25571438 14533140 12414057 200445 198059 4079119 4561185 59407353 59282442 6001510 6272806 129237 182649 7418476 6705015 895600 1144579 150000 149698 19174 0 14613997 14454747 X 44483672 44354645 309684 473050 44793356 44827695 59407353 59282442 -819370 853709 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1563936 53116 1424525 192527 1790800 -223300 3564 1563936 1449786 344431 3417 1790800 1331421 121658 3293 1449786 1241110 91551 1240 1331421 0.00000 0.53550 0.46450 0 0 3945966 3945966 37492274 18700380 18791894 62509 60799 1710 6307507 4529629 1777878 3097877 2043887 1053990 25571438 RELATED PARTY RECEIVABLES 2850232 INVESTMENT IN SUBSIDIARIES 1348760 OTHER ASSETS 20871 LAND HELD FOR SALE 3571 RIGHT OF USE ASSETS 337751 4561185 X 59667866 853709 853709 58814157 100516 100516 58914673 59633527 0 59633527 100516 100516 59734043 PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF A BOARD DESIGNATED ENDOWMENT FUND AND ENDOWMENT FUNDS ESTABLISHED MAINLY TO PROVIDE FOR THE LIBRARY ENDOWMENT AND GENERAL OPERATIONS. PART X, LINE 2: ACCOUNTING STANDARDS PROVIDE DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTITY'S CONSOLIDATED FINANCIAL STATEMENTS. IT REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. AS OF JUNE 30, 2023 AND 2022, THE ENTITIES HAVE DETERMINED THAT NO SIGNIFICANT INCOME TAXES ARE DUE FOR ITS ACTIVITIES. ANY PROVISION FOR INCOME TAXES HAS BEEN RECORDED AS INCOME TAX BENEFIT (EXPENSE) IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. MANAGEMENT ANNUALLY REVIEWS ITS TAX POSITIONS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE, WWW.GRAFTON.ORG X X X X 0 0 0 0 0 0 0 0 0 JAMES STEWART CHIEF EXECUTIVE OFFICER 341453 0 0 0 22306 0 25000 0 25679 0 414438 0 0 0 ROBIA A FIELDS MEDICAL DIRECTOR 243442 0 6200 0 9449 0 0 0 13794 0 272885 0 0 0 JULIE E LEWERENZ PROGRAM PSYCHIATRIST 238137 0 6200 0 8513 0 0 0 18475 0 271325 0 0 0 KENT HOUCHINS COO, COMMUNITY-BASED PROGRAMS 174636 0 37000 0 7543 0 0 0 25614 0 244793 0 0 0 JOHN SCOTT ZEITER CHIEF CLINICAL OFFICER 173146 0 34225 0 7460 0 0 0 27096 0 241927 0 0 0 KIMBERLY SANDERS PRESIDENT, UKERU SYSTEMS 182828 0 37000 0 7543 0 0 0 10060 0 237431 0 0 0 VANESSA LANE CHIEF ADMINISTRATIVE OFFICER 157351 0 32300 0 11702 0 0 0 16248 0 217601 0 0 0 JAMES SANDERS COO FACILITY BASED PROGRAM 141645 0 37500 0 11780 0 0 0 9909 0 200834 0 0 0 ANGELA BROWN VP, FINANCE 117964 0 11400 0 11104 0 2500 0 30805 0 173773 0 0 0 JEAN W GUILLOUX BOARD CERTIFIED BEHAVIOR ANALYST 81750 0 1350 0 65959 0 650 0 14623 0 164332 0 0 0 A VIRGINIA SMALL BUSINESS FINANCING AUTHORITY 541300845 2019-07-12 8000000 SEE PART VI 0 0 0 A 1294985 8000000 126272 7873728 2021 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 SCHEDULE K, PART I, LINE B, COL. (F): HEADQUARTERS PROJECT, RUTH BIRCH CENTER PROJECT, CHESTERFIELD PROJECT AND CLARKE COUNTY PROJECT SCHEDULE K, PART II, LINE 12, COL. (B): THIS BOND IS A DRAW DOWN AND PROCEEDS ARE ADVANCED ONLY AS NEEDED. X 1 56360 FMV X MISCELLANEOUS 1 55 FMV 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 JERRY AND BRIAN PARTLOW HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B EACH BOARD MEMBER RECEIVES AN ELECTRONIC COPY OF THE 990 TO REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND KEY EMPLOYEES ANNUALLY DISCLOSE CONFLICTS BY SIGNING A "CONFLICT OF INTEREST STATEMENT". FORM 990, PART VI, SECTION B, LINE 15 THE BOARD EXECUTIVE COMMITTEE ACTING AS COMPENSATION COMMITTEE USES PERFORMANCE REVIEWS, A COMPENSATION CONSULTANT, AND INDUSTRY BENCHMARKS TO DETERMINE THE CEO/PRESIDENT'S SALARY AND BONUS. THE BOARD IS MADE AWARE OF THE CEO/PRESIDENT'S SALARY/COMPENSATION EVERY YEAR BY REPORT OF THE COMPENSATION COMMITTEE. SALARY AND BONUS DATA IS SUBJECT TO REVIEW UPON REQUEST. COMPENSATION IS REVIEWED ANNUALLY AND DOCUMENTED IN MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. THE GRAYDON MANOR FOUNDATION FOR CHILDREN 3150 SHAWNEE DRIVE WINCHESTER VA 22601 571236692 TO SUPPORT THE WORK OF GRAFTON SCHOOL, INC. VA 501(C)(3) LINE 12A, I GRAFTON SCHOOL INCORPORATED 1 PROEVENTA INC 3150 SHAWNEE DRIVE WINCHESTER VA 22601 465276648 TO HOLD INTELLECTUAL PROPERTY RIGHTS VA GRAFTON SCHOOL INCORPORATED C 5753 1.00000 1 DOMINION CENTER OF BEHAVIORAL HEALTH SERVICES 43130 AMBERWOOD PLZ SOUTH RIDING VA 20152 452548477 TO PROVIDE OUTPATIENT BEHAVIORAL HEALTH SERVICES VA GRAFTON SCHOOL INCORPORATED S -77299 1124221 1.00000 1 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 PROEVENTA INC A 154241 FMV DOMINION CENTER Q 197338 FMV DOMINION CENTER D 100000 LINE OF CREDIT PROMISSORY NOTE