2023-04-20T15:21:33-05:00 2022-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2021-07-01 237212022 CHILD & FAMILY AGENCY OF SE CT INC CHIL 8604374550 7 VAUXHALL STREET NEW LONDON CT 06320 LISA BAXTER CHIEF FINANCIAL & ADMIN OFFICER 8604374550 2023-04-20 1 LISA BAXTER 999009999 LORI ROTHE YOKOBOSKY CPA P01273422 9592007000 2023-03-27 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X LISA BAXTER 7 VAUXHALL STREET NEW LONDON CT 06320 20698589 0 X WWW.CHILDANDFAMILYAGENCY.ORG X 1972 CT TO PROVIDE EQUITABLE CLINICAL AND SUPPORTIVE SERVICES IN ACCESSIBLE WAYS TO MEET THE EVOLVING NEEDS OF OUR COMMUNITIES. 15 15 241 235 0 0 11824095 12657805 3533267 3730706 696117 279942 94396 236075 16147875 16904528 0 0 0 0 12079348 12268287 0 0 422974 3498959 4048524 15578307 16316811 569568 587717 15558095 12921449 3696961 1328629 11861134 11592820 X TO PROVIDE EQUITABLE CLINICAL AND SUPPORTIVE SERVICES IN ACCESSIBLE WAYS TO MEET THE EVOLVING NEEDS OF OUR COMMUNITIES. 1 0 8399869 2574335 COUNSELING: OFFICE BASED - 1,256 CHILDREN, ADULTS & FAMILY MEMBERS. IN-HOME SERVICES - 904 CHILDREN & FAMILY MEMBERS. HEALTHY FUTURES PROGRAM: 30 FAMILIES SERVED IN THE FIRST YEAR. 2838438 858174 SCHOOL BASED & SCHOOL LINKED HEALTH CENTERS - 13,808 VISITS TO CENTERS AND 7,011 STUDENTS ENROLLED. 1842069 354933 CHILDHOOD SERVICES: COMPREHENSIVE DEVELOPMENT SERVICES - MEDICAL, MENTAL HEALTH, CHILD CARE, AND SOCIAL SERVICES ARE AVAILABLE TO CHILDREN BIRTH TO SIX YEARS. FAMILY RESOURCE CENTERS AND CHILD CARE SERVICES. CHILD CARE PROVIDED TO 129 CHILDREN. 256 FAMILIES SERVED THROUGH OUR NEW LONDON AND GROTON FAMILY RESOURCE CENTERS. 11880 COMMUNITY PROGRAMMING 11880 13092256 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 46 0 1 241 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CT X X LISA BAXTER 8604374550 7 VAUXHALL STREET NEW LONDON CT 06320 DEREK PIRRUCCELLO BOARD CHAIR 3.50 X X 0 0 0 TERESA BURBANK BOARD FIRST VICE CHAIR 5.10 X X 0 0 0 LYNN CRAVINHO OUTGOING BOARD TREASURER 2.00 X X 0 0 0 MATTHEW SPRING BOARD SECRETARY 2.88 X X 0 0 0 NEIL BALLOTTE BOARD DIRECTOR 0.30 X 0 0 0 CYNTHIA BEGLIN OUTGOING BOARD DIRECTOR 1.50 X 0 0 0 DEETSIE BRADFORD OUTGOING BOARD DIRECTOR 0.50 X 0 0 0 HARWOOD COMSTOCK INTERIM TREASURER 4.80 X X 0 0 0 JEROME FISCHER BOARD DIRECTOR 0.47 X 0 0 0 CHRISTINE HAMMOND BOARD DIRECTOR 0.50 X 0 0 0 BRENDA KRAMER BOARD DIRECTOR 1.20 X 0 0 0 BETH LEAMON BOARD DIRECTOR 0.23 X 0 0 0 JANE MCLANE OUTGOING BOARD DIRECTOR 0.50 X 0 0 0 THOMAS MITCHELL OUTGOING BOARD DIRECTOR 0.50 X 0 0 0 SHANNA REELS BOARD DIRECTOR 0.50 X 0 0 0 SUSAN LEXA SENNING OUTGOING BOARD DIRECTOR 0.50 X 0 0 0 JULIA STONE BOARD DIRECTOR 3.00 X 0 0 0 PAT VARHOLY BOARD DIRECTOR 2.92 X 0 0 0 MICHELLE MARRA BOARD DIRECTOR 0.92 X 0 0 0 CAROL MARZETTA BOARD DIRECTOR 0.59 X 0 0 0 MATT WILLIAMS BOARD DIRECTOR 0.50 X 0 0 0 ROBIN ZUBRETSKY OUTGOING BOARD DIRECTOR 0.50 X 0 0 0 ALLISON BLAKE CHIEF EXECUTIVE OFFICER 40.00 X 188314 0 8277 LISA OTTO CHIEF OPERATING OFFICER 40.00 X 114186 0 29329 LISA BAXTER CHIEF FINANCIAL & ADMINISTRATIVE OFFICER 40.00 X 117652 0 2355 DR ALLANA LEE MEDICAL DIRECTOR 40.00 X 354657 0 25173 DR VIJAY SIKAND MEDICAL DIRECTOR 40.00 X 103677 0 22027 SARA LAMBERT PEDIATRIC NURSE PRACTITIONER 40.00 X 137444 0 13329 AYMI BENNHOFF PROGRAM MANAGER 40.00 X 100604 0 18660 SAYLOR ERIN MANAGING DIRECTOR 40.00 X 107588 0 4197 1224122 0 123347 8 0 1 0 ECLINICAL WORKS LLC PO BOX 847950 BOSTON MA 01581 TECHNOLOGY SERVICES 142721 CENTERBROOK ARCHITECTS AND PLANNER CENTE 67 MAIN STREET PO BOX 955 CENTERBROOK CT 06409 ARCHITECTURAL & PROJECT MGMT SERVICES 135042 BLACKBURN BUILDING SERVICES LLC 218 READ BOSTON POST ROAD WATERFORD CT 06385 JANITORIAL SERVICES 108411 3 259873 16660 60858 11910702 409712 34514 12657805 COUNSELING, SCHOOL BASED, CHILDCA 624100 3522987 3522987 WORKSHOPS & CONTRACTS 624100 207719 207719 3730706 146258 146258 12305 12305 203284 0 203284 203284 203284 2483984 1383772 2124841 1609231 359143 -225459 133684 133684 23739 60858 59989 -36250 -36250 56736 56736 56736 16904528 3787442 0 459281 504842 32762 471498 582 9507934 8197946 1077827 232161 295226 232804 56960 5462 1240893 1003999 213323 23571 719392 592087 110669 16636 83134 28042 55092 48902 48902 24450 24450 62095 62095 1301668 1195604 106064 206175 171955 26836 7384 88170 43396 41894 2880 405557 310384 83662 11511 544575 342746 190560 11269 139126 134994 3916 216 206976 177297 29243 436 275406 221823 46416 7167 105756 8280 96719 757 SUPPLIES 371772 328565 16645 26562 SPECIAL EVENTS EXPENSES 74696 0 0 74696 ORGANIZATION DUES 28586 13233 15105 248 DIRECT SERVICE COSTS 27235 26220 741 274 54245 30119 22964 1162 16316811 13092256 2801581 422974 35801 24852 3805608 3124854 510767 469962 190923 209111 161797 171648 7116773 3980696 4206494 3136077 6646705 5784945 15558095 12921449 1446094 1286320 172222 14986 120245 27323 1958400 0 3696961 1328629 X 9876049 10048589 1985085 1544231 11861134 11592820 15558095 12921449 587717 -856031 0 X 0 1 X 1 1 1 X 9756624 10472189 10549489 11824095 12657805 55260202 9756624 10472189 10549489 11824095 12657805 55260202 55260202 120462 137867 155781 150460 361847 926417 1800 1800 107528 15744 8380 90566 56736 278954 56467373 17720665 0.97860 0.97510 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2017 AMOUNT: $ 76,622. OTHER - 2017 AMOUNT: $ 30,906. 2018 AMOUNT: $ 15,744. 2019 AMOUNT: $ 8,380. 2020 AMOUNT: $ 90,566. 2021 AMOUNT: $ 56,736. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24450 24450 16292361 16316811 965841 241460 0 0 855235 888094 928915 965841 3638085 5457128 36850 26600 24950 24450 112850 213809 222024 232229 241460 909522 1364283 4578865 2007 -123447 449739 4007686 4835435 80295 415635 752500 4578865 4105074 692337 38024 4835435 3923124 1205485 128533 1152068 4105074 3222407 632660 68057 3923124 0.84850 0.15150 0 0 397095 397095 6006228 3372715 2633513 606283 584001 22282 107167 23980 83187 3136077 X 15986402 -856031 -856031 16842433 62095 62095 16904528 16254716 0 16254716 62095 62095 16316811 PART V, LINE 4: THE BOARD OF DIRECTORS AUTHORIZES THE USE OF ENDOWMENT FUNDS FOR THE PURPOSES THAT ARE INTENDED TO FURTHER THE AGENCY'S MISSION. USES OF ENDOWMENT FUNDS INCLUDE SUPPORT OF THE AGENCY'S PROGRAMS, SERVICES AND PHYSICAL PLANT INFRASTRUCTURE. PART X, LINE 2: THE AGENCY HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2022 AND 2021. THE AGENCY'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2019 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE AGENCY HAD UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENTS OF FINANCIAL POSITION. CFA GOLF TOURNAMENT 32862 15691 17171 2100 1100 7870 6780 5012 CFA AND JENNA BUSH HAGER 51735 45167 6568 14112 22685 330 84597 60858 23739 2100 1100 7870 20892 22685 5342 59989 -36250 X X 0 0 0 0 0 0 0 0 0 DR ALLANA LEE MEDICAL DIRECTOR 354657 0 0 0 0 0 1131 0 24042 0 379830 0 0 0 ALLISON BLAKE CHIEF EXECUTIVE OFFICER 188314 0 0 0 0 0 538 0 7739 0 196591 0 0 0 SARA LAMBERT PEDIATRIC NURSE PRACTITIONER 137444 0 0 0 0 0 2840 0 10489 0 150773 0 0 0 X 3 4140 FMV X 1 16174 FMV X GIFT CARDS 25 14200 FMV 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART III, LINE 2 COMMUNITY BASED PROGRAM STARTED JULY 2021 - HEALTHY FUTURES IS DESIGNED TO HELP NEW AND EXPECTING PARENTS LEARN THE POWER OF NURTURING RELATIONSHIPS, RECOGNIZE THEIR CHILD'S STRENGTHS AND POTENTIAL, FOSTER SKILLS FOR SCHOOL READINESS, MONITOR CHILD DEVELOPMENT, AND ACCESS SUPPORTIVE SERVICES AND RESOURCES IN THEIR OWN COMMUNITY. 30 FAMILIES SERVED. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 UNDERGOES A NUMBER OF INTERNAL AND EXTERNAL REVIEWS BEFORE IT IS FILED WITH THE IRS. THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY THE CEO, CFAO AND FINANCE AND AUDIT COMMITTEE OF THE BOARD. LASTLY, IT IS SENT TO ALL BOARD MEMBERS FOR VOTING AND APPROVAL PROCESS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POTENTIAL BOARD MEMBERS ARE SCREENED/REVIEWED BY THE GOVERNANCE COMMITTEE OF THE BOARD AND THEN RECOMMENDED TO THE FULL BOARD FOR REVIEW AND VOTE. THE BOARD MEMBERS SIGN A CONFLICT OF INTEREST AGREEMENT AND A CONFIDENTIALITY AGREEMENT. EVERY EMPLOYEE SHOULD AVOID ANY INTEREST, INVESTMENT, OR ASSOCIATION, WHICH INTERFERES WITH CFA'S BEST INTEREST. A CRUCIAL PART OF THIS POLICY IS A CONTINUING REQUIREMENT THAT ALL EMPLOYEES WILL MAKE PROMPT DISCLOSURE OF ANY FACT OR CIRCUMSTANCE WHICH MAY INVOLVE A CONFLICT OF INTEREST. ALL EMPLOYEES ARE EXPECTED TO ACT IN CFA'S BEST INTEREST AT ALL TIMES. FORM 990, PART VI, SECTION B, LINE 15A THE REVIEW AND DECISION-MAKING IS WITH THE EXECUTIVE COMMITTEE OF THE BOARD. THE CEO DOES A SELF- ASSESSMENT THAT IS REVIEWED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTATION AVAILABLE UPON REQUEST. ORGANIZATION WILL BE MAKING AVAILABLE ON THEIR WEBSITE.