2023-03-30T13:15:35-05:00 2022-06-30 420714325 RSM US LLP 230 N ELM ST STE 1100 GREENSBORO NC 27401 990 2021-07-01 540791977 NORTHERN VIRGINIA FAMILY SERVICE NORT 5717482500 10455 WHITE GRANITE DRIVE 100 OAKTON VA 221242764 STEPHANIE BERKOWITZ PRESIDENT & CEO 5717482500 2023-03-27 1 STEPHANIE BERKOWITZ 999009999 AMANDA E WATERHOUSE P02014004 3362724551 2023-03-27 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z STEPHANIE BERKOWITZ 10455 WHITE GRANITE DRIVE 100 OAKTON VA 221242764 49464854 0 X WWW.NVFS.ORG X 1924 VA THE MISSION OF NORTHERN VIRGINIA FAMILY SERVICE (NVFS) IS "TO EMPOWER INDIVIDUALS AND FAMILIES TO IMPROVE THEIR QUALITY OF LIFE, AND TO PROMOTE COMMUNITY COOPERATION AND SUPPORT IN RESPONDING TO FAMILY NEEDS." NVFS WAS ESTABLISHED IN 1924 BY COMMUNITY RESIDENTS RESPONDING TO THEIR NEIGHBORS' OVERWHELMING NEED FOR FOOD, CLOTHING, AND FUEL. FOR NEARLY 100 YEARS, NVFS HAS CONTINUED TO EVOLVE OUR PROGRAMS AND SERVICES TO MEET THE CHANGING NEEDS AND CHALLENGES OF THE OVERALL REGION. NVFS POSITIVELY IMPACTS THE LIVES OF MORE THAN 30,000 INDIVIDUALS EACH YEAR WHO ARE EXPERIENCING POVERTY IN NORTHERN VIRGINIA THROUGH TRANSFORMATIVE PROGRAMS AND PARTNERSHIPS THAT ENGAGE A WRAPAROUND APPROACH TO MEET PEOPLE WHERE THEY ARE ON THEIR PERSONAL JOURNEY TO ECONOMIC INDEPENDENCE AND WELLBEING. 25 24 404 1805 0 0 42057017 34913971 1515066 1431762 276753 657542 1337638 1119672 45186474 38122947 16032256 10101827 0 0 20141066 21591483 0 0 1156786 5190062 5414439 41363384 37107749 3823090 1015198 22180748 21056220 5919738 5189504 16261010 15866716 X SEE SCHEDULE O 0 0 12051537 6886472 117736 SEE SCHEDULE O 6937716 1632 413056 SEE SCHEDULE O 3433869 431572 0 SEE SCHEDULE O 2949975 2467010 0 ANTI-HUNGER:NVFS' HUNGER RESOURCE CENTER (HRC) ENGAGED A COMPREHENSIVE NETWORK OF RESOURCES TO PROVIDE SEVERAL MILLION MEALS IN FY22 TO HELP INDIVIDUALS AND FAMILIES ADDRESS IMMEDIATE AND LONG-TERM NEEDS RELATED TO FOOD INSECURITY, BASIC NEEDS ESSENTIALS, AND HEALTH EDUCATION. THE HRC PRIORITIZES EFFECTIVE STRATEGIES THAT ADDRESS THE COMPLEX ISSUES THAT PERPETUATE FOOD INSECURITY. NUTRITION EDUCATION IS PROVIDED THROUGH PARTNERSHIPS WITH LOCAL HEALTH CLINICS/PROVIDERS. ADDITIONALLY, OVER 100,000 MEALS AT NVFS' SERVE FAMILY SHELTER ARE SUPPORTED ANNUALLY BY THE HRC, WHICH PROVIDES THREE (3) DAILY MEALS TO NVFS' HOMELESS SHELTER GUESTS. THE HRC IS LOCATED ON THE NVFS SERVE CAMPUS IN MANASSAS AND IS THE LARGEST FOOD DISTRIBUTION CENTER IN GREATER PRINCE WILLIAM. 2758555 114809 154970 INTERVENTION AND PREVENTION:MULTICULTURAL CENTER FOR TRAUMA RECOVERY - THE MULTICULTURAL CENTER IDENTIFIES THE MOST COMMON BARRIERS TO WELLBEING THAT IMMIGRANTS FACE IN AMERICAN SOCIETY AND PROVIDES A TRAUMA-INFORMED, CULTURALLY RELEVANT RESPONSE (THROUGH CASE MANAGEMENT, MENTAL HEALTH, AND/OR IMMIGRATION LEGAL SERVICES) TAILORED TO EACH CLIENT'S UNIQUE NEEDS AND CAPACITY. THE MULTICULTURAL CENTER HELPS CLIENTS TO MEET THEIR BASIC NEEDS, IMPROVE THEIR MENTAL HEALTH AND FAMILY RELATIONSHIPS, TRANSITION OUT OF UNHEALTHY SITUATIONS (SUCH AS DOMESTIC VIOLENCE), AND ATTAIN DURABLE IMMIGRATION STATUS SO THEY CAN BECOME INDEPENDENT, CONTRIBUTING MEMBERS OF THEIR NEW COMMUNITY. IN FY22, 372 OF 1,680 SEPARATE LEGAL CASES RECEIVED DECISIONS, 95% OF WHICH WERE APPROVED; 391 CLIENTS RECEIVED MENTAL HEALTH SERVICES, 87% OF WHOM SHOWED STABLE OR IMPROVED MENTAL HEALTH FUNCTIONING AFTER PARTICIPATING IN SERVICES FOR MORE THAN THREE MONTHS; AND 149 CLIENTS RECEIVED CASE MANAGEMENT SERVICES, WITH 82% OF HOUSEHOLDS WHO RECEIVED LONG-TERM CASE MANAGEMENT SERVICES SHOWING STABILITY OR IMPROVEMENT IN THEIR COMMUNITY INTEGRATION AND ECONOMIC INDEPENDENCE.YOUTH INITIATIVES - NVFS'S YOUTH INITIATIVES PROGRAMS PROVIDE THERAPEUTIC CASE MANAGEMENT, TRAUMA-INFORMED MENTAL HEALTH, AND GROUP-BASED SERVICES THAT REDUCE FAMILY AND COMMUNITY VIOLENCE IN SPECIFIC HIGH-NEED NEIGHBORHOODS BY INTERVENING WITH AT-RISK YOUTH AND FAMILIES EXPERIENCING MULTIPLE, COMPLEX NEEDS STEMMING FROM FAMILY REUNIFICATION AND/OR IMMIGRATION. SERVICES ARE OFFERED TO YOUTH AND THEIR FAMILIES IN ENGLISH OR SPANISH AND ARE PROVIDED IN THE HOME, SCHOOL, OR COMMUNITY. PROGRAMMING INCLUDES THE INTERVENTION, PREVENTION, AND EDUCATION (IPE) PROGRAM; FAMILY REUNIFICATION PROGRAM; VIOLENCE PREVENTION AND INTERVENTION PROGRAM (VPIP), AND YOUTH SUBSTANCE ABUSE SUPPORT RESOURCE NAVIGATION SERVICES. IN FY22, INTENSIVE CASE MANAGEMENT SERVICES WERE PROVIDED TO 1,492 YOUTH AND THEIR PARENTS TO PROMOTE HEALTHY RELATIONSHIPS. AS A RESULT, 90% OF YOUTH WITH KNOWN GANG INVOLVEMENT DEMONSTRATED A REDUCTION OR ELIMINATION OF GANG PARTICIPATION, 95% OF PARTICIPANTS IN THE GANG PREVENTION PROGRAM IMPROVED THEIR SCHOOL PERFORMANCE (INCLUDING IMPROVEMENT IN BEHAVIOR, ATTENDANCE, AND/OR GPA), AND 92.5% OF PARTICIPANTS IN FAMILY REUNIFICATION INCREASED SCHOOL ENGAGEMENT. 775485 194006 737784 CHILD PLACEMENT:NVFS' THERAPEUTIC FOSTER CARE PROGRAM RECRUITS, TRAINS, AND SUPPORTS RESOURCE FAMILIES TO PROVIDE THERAPEUTIC CARE FOR FOSTER CARE CHILDREN AND YOUTH (AGES BIRTH THROUGH 18) WHO HAVE SIGNIFICANT BEHAVIORAL, EMOTIONAL, DEVELOPMENTAL, COGNITIVE, AND MEDICAL NEEDS. RESOURCE FAMILIES PARTICIPATE IN AN INTENSIVE, EVIDENCE-BASED PRE-SERVICE TRAINING AND NVFS' THERAPEUTIC FOSTER CARE PROGRAM STAFF PROVIDE RESOURCE FAMILIES WITH ONGOING IN-SERVICE TRAINING OPPORTUNITIES AND THE PRACTICAL AND EMOTIONAL SUPPORTS/RESOURCES THEY NEED TO MEET THE SIGNIFICANT PARENTING CHALLENGES THEY FACE DAY IN AND DAY OUT. IN FY22, FOSTER CARE WAS PROVIDED TO 22 CHILDREN. OF THESE CHILDREN, SIX (6) WERE REUNIFIED WITH THEIR FAMILIES, SIX (6) WERE ADOPTED, THREE (3) ARE PENDING ADOPTION AND AN ADDITIONAL SEVEN (7) ARE CURRENTLY IN PROCESS. 750552 1632 0 COVID-19 RESPONSE: SINCE THE START OF THE COVID-19 CRISIS, NVFS HAS ADAPTED AS NEEDED TO ENSURE SERVICES CONTINUE UNINTERRUPTED. IN FY22, NVFS WAS ABLE TO PROVIDE OVER $243,000 IN IMMEDIATE DIRECT ASSISTANCE. ADDITIONALLY, DUE TO NVFS' CAPACITY AND EXPERIENCE IN RESPONDING TO PAST CRISES, SEVERAL ADDITIONAL COVID-19-SPECIFIC SPECIAL PROGRAMS OPERATED IN FY22. NVFS PARTNERED WITH THE STATE AND LOCAL GOVERNMENTS (FAIRFAX COUNTY, LOUDOUN COUNTY, PRINCE WILLIAM COUNTY, AND CITY OF ALEXANDRIA) TO HELP PROVIDE RENT AND MORTGAGE RELIEF, ADDRESS FOOD INSECURITY, PREVENT THE SPREAD OF COVID-19 WITHIN CONGREGATE HOUSING FACILITIES, AND PROVIDE OTHER SAFETY-NET RESOURCES TO THE COMMUNITY. 564654 4694 8216 WORKFORCE DEVELOPMENT:TRAINING FUTURES - TRAINING FUTURES TEACHES MARKETABLE JOB SKILLS USING A "TRANSFORMATIONAL LEARNING" METHODOLOGY THAT ADDRESSES THE EMOTIONAL STATE OF TRAINEES AS THEY ENTER THE PROGRAM AND SYSTEMATICALLY BUILDS UP THEIR SENSE OF IDENTITY AND WHAT IS POSSIBLE IN THEIR LIVES. TRAINING FUTURES DELIVERS IN-DEMAND JOB SKILLS TRAINING THROUGH AN INTENSIVE, COHORT MODEL IN WHICH TRAINEES EXPERIENCE A WORKPLACE CULTURE; DEVELOP FOUNDATIONAL DIGITAL SKILLS; PARTICIPATE IN AN INTERNSHIP/CAPSTONE PROJECT; ENGAGE IN INDIVIDUALIZED COACHING; AND RECEIVE CUSTOMIZED JOB SEARCH, RETENTION, AND ALUMNI SUPPORT. IN FY22, 22 TRAINEES PARTICIPATED IN TWO (2) TRAINING COHORTS; 84% GRADUATED FROM THE PROGRAM AND 62% SECURED TRAINING RELATED EMPLOYMENT. INDIVIDUALS WHO GRADUATED FROM THE PROGRAM EXPERIENCED A POST-TRAINING WAGE GAIN OF 40%. VEHICLES FOR CHANGE - THIRTEEN (13) CARS WERE DISTRIBUTED TO FAMILIES WITH LOW-INCOME IN FY22, ENSURING THEY HAD RELIABLE TRANSPORTATION TO TRAVEL TO THEIR JOBS, ATTEND SCHOOL, MAKE DOCTORS' APPOINTMENTS, AND TRANSPORT THEIR CHILDREN TO CHILDCARE.CAREER NAVIGATION - CAREER NAVIGATION IS AN INDIVIDUALIZED, PERSON-TO-PERSON APPROACH THAT SUPPORTS CLIENTS TO INCREASE THEIR ECONOMIC STABILITY. CAREER NAVIGATORS WORK WITH CLIENTS TO IDENTIFY GOALS AND CREATE AN ACTION PLAN TO ACHIEVE CAREER SUCCESS. CAREER NAVIGATORS SUPPORT CLIENTS THROUGH CAREER EXPLORATION AND PLANNING; INTEREST ASSESSMENTS; GOAL-SETTING; IDENTIFYING AND PURSUING CREDENTIALS AND CERTIFICATIONS, WHEN NECESSARY; STARTING SMALL BUSINESSES; IDENTIFYING CHALLENGES AND EXISTING COMMUNITY RESOURCES TO OVERCOME THOSE CHALLENGES; PREPARING TOOLS AND ASSISTING IN THE JOB APPLICATION PROCESS BY HELPING TO TAILOR RESUMES, PRACTICE INTERVIEW SKILLS, UPDATE LINKEDIN PROFILES, ETC.; AND MUCH MORE. CAREER NAVIGATORS MEET CLIENTS IN LOCATIONS CONVENIENT TO THEM SOMETIMES MEETING DURING EVENING AND WEEKEND HOURS. TEAMUP - EMPLOYERS PARTNER WITH NVFS NAVIGATORS TO TEAMUP AND OFFER ON-SITE WORKFORCE DEVELOPMENT SERVICES DURING WORK HOURS FOR AT-RISK EMPLOYEES WHO EARN LESS THAN A LIVING WAGE. NAVIGATORS WORK WITH EACH EMPLOYEE TO IDENTIFY CHALLENGES AND CREATE A CUSTOMIZED PLAN THAT INCLUDES SETTING GOALS (SUCH AS EARNING A DEGREE, DEVELOPING NEW SKILLS, SAVING MONEY, ETC.) AND LINKING EMPLOYEES TO RESOURCES INCLUDING HOUSING, CHILDCARE, TRANSPORTATION, FINANCIAL PLANNING, AND HEALTHCARE. 475088 0 513675 VENTURES:THRIFT SHOP - NVFS OPERATES A THRIFT SHOP IN FALLS CHURCH, WHICH PROVIDES OPPORTUNITIES FOR INDIVIDUAL, CORPORATE, AND COMMUNITY VOLUNTEERISM WHILE GENERATING FINANCIAL SUPPORT FOR NVFS PROGRAMS THROUGH THE SALE OF DONATED GOODS. 8274309 2782151 1414645 30697431 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 531 0 1 404 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X CLIFFORD YEE 5717482500 10455 WHITE GRANITE DRIVE 100 OAKTON VA 221242764 STEVE ALLOY CHAIR 2.00 X X 0 0 0 JENNY LINDSEY MD VICE CHAIR 2.00 X X 0 0 0 XENIA GAROFALO JD SECRETARY 2.00 X X 0 0 0 KEVIN DESANTO TREASURER 2.00 X X 0 0 0 STEVE GLADIS BOARD MEMBER 2.00 X 0 0 0 LYNDA BOGGS BOARD MEMBER 2.00 X 0 0 0 EL BROWN PHD BOARD MEMBER 2.00 X 0 0 0 ANGIE CASPER ENDING 0622 BOARD MEMBER 2.00 X 0 0 0 JESSIE CLARK BOARD MEMBER 2.00 X 0 0 0 LUCAS COLLAZO MD BOARD MEMBER 2.00 X 0 0 0 CARRIE DOOHER JD BOARD MEMBER 2.00 X 0 0 0 JUAN PABLO GONZALEZ BOARD MEMBER 2.00 X 0 0 0 LUANNE GUTERMUTH BOARD MEMBER 2.00 X 0 0 0 SAM HILL EDD BOARD MEMBER 2.00 X 0 0 0 MARC KATZ BOARD MEMBER 2.00 X 0 0 0 DEREK LIGEIKIS BOARD MEMBER 2.00 X 0 0 0 KRIS MANNING BOARD MEMBER 2.00 X 0 0 0 SONIA MCCORMICK BOARD MEMBER 2.00 X 0 0 0 L ALEXANDER MCDONALD JD BOARD MEMBER 2.00 X 0 0 0 LAUREN PETERSON BOARD MEMBER 2.00 X 0 0 0 DEBBIE ROSENBERG BOARD MEMBER 2.00 X 0 0 0 JENNIFER SICILIANO BOARD MEMBER 2.00 X 0 0 0 CASEY VEATCH BOARD MEMBER 2.00 X 0 0 0 WAYNE ZELL ESQ BOARD MEMBER 2.00 X 0 0 0 STEPHANIE BERKOWITZ PRESIDENT & CHIEF EXECUTIVE OFFICER 37.50 X X 308129 0 34582 CLIFFORD YEE EXECUTIVE VP & CFO 37.50 X 203521 0 11037 KATHLEEN MCMAHON EXEC. VP OF DEVELOPMENT & 37.50 X 179317 0 9256 ANDREA ECK EXECUTIVE VP OF PROGRAMS 37.50 X 138172 0 27046 JACQUELINE DENDIEVEL EXECUTIVE VP OF HR 37.50 X 132936 0 35797 MALINDA LANGFORD SENIOR VP OF PROGRAMS 37.50 X 116588 0 15190 ONDREA MCINTYRE-HALL ENDING 0422 VP OF PROGRAM QUALITY, IMPACT, & INTEGRATION 37.50 X 115392 0 8480 BETH DARGATIS DIRECTOR OF FINANCE 37.50 X 114484 0 34215 GLENDA BLAKE VP OF PROGRAMS 37.50 X 112056 0 16748 MEREDITH MCKEEN VP OF PROGRAMS 37.50 X 109819 0 22638 1530414 0 214989 10 0 1 0 NIKKI'S CHRISTIAN DAYCARE & LEARNING CEN 14900 CLOVERDALE ROAD WOODBRIDGE VA 22193 EARLY HEAD START CHILDCARE 241545 WONDERFUL VIRGINIA ACADEMY 13420 MINNIEVILLE ROAD WOODBRIDGE VA 22193 EARLY HEAD START CHILDCARE 186500 2 48000 27629012 7236959 3836604 34913971 FAMILY & COMMUNITY SVC 900099 1431762 1431762 1431762 124396 124396 11604453 11071307 533146 533146 533146 859338 48000 270600 588738 588738 513675 0 513675 513675 OTHER INCOME 900099 17259 17259 17259 38122947 1945437 0 1263539 398216 398216 9703611 9703611 1530414 355947 995150 179317 15422408 12739591 2130603 552214 711785 542489 138988 30308 2676153 2039640 522563 113950 1250723 953243 244224 53256 89725 19912 69813 33000 33000 997419 536622 291282 169515 811 811 1001736 760429 77810 163497 1421346 1165959 216019 39368 64962 61613 2221 1128 285945 216538 66919 2488 22170 22151 19 287443 250565 31906 4972 290218 146385 140952 2881 EQUIPMENT REPAIR & MAIN 358863 333462 25023 378 FURNITURE & EQUIPMENT 265147 103293 155841 6013 NUTRITION SERVICES 208699 208699 0 FUND. EXP ON LINE 8B -270600 -270600 357555 138255 111218 108082 37107749 30697431 5253532 1156786 4030413 3592424 344737 381835 3210584 3307790 301362 189466 460767 474758 8187267 3859311 4541420 4327956 9272131 8762657 19334 19334 22180748 21056220 2707729 2654762 576647 925670 2261274 1367947 374088 241125 5919738 5189504 X 11311715 12075403 4949295 3791313 16261010 15866716 22180748 21056220 1015198 -1409492 0 X X 0 1 X 1 1 1 X 29933796 28605717 31381252 42057017 34913971 166891753 29933796 28605717 31381252 42057017 34913971 166891753 166891753 50423 84717 121362 79678 124396 460576 701268 810502 214909 892183 876597 3495459 170847788 13705405 0.97680 0.97810 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME FROM EXEMPT ACTIVITIES - 2017 AMOUNT: $ 1,953. 2018 AMOUNT: $ 6,187. 2019 AMOUNT: $ 10,056. 2020 AMOUNT: $ 12,043. 2021 AMOUNT: $ 17,259. FUNDRAISING - 2017 AMOUNT: $ 699,315. 2018 AMOUNT: $ 804,315. 2019 AMOUNT: $ 204,853. 2020 AMOUNT: $ 880,140. 2021 AMOUNT: $ 859,338. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 8974 0 0 1 7000 0 1 33000 48974 0 PART II-B, LINE 1: VOLUNTEERS ARE BOARD MEMBERS WHO OCCASIONALLY CALL, EMAIL, OR VISIT LEGISLATORS TO ADVOCATE FOR FUNDING FOR HUMAN SERVICES IN THE AREAS OF NVFS FOCUS. PAID STAFF CONSISTS OF ONLY OF OUR PRESIDENT & CEO. MAILINGS CONSIST OF EMAILS AND CONSUMED APPROXIMATELY 50 HOURS IN FY22 OF THE PRESIDENT & CEO'S TIME. AMOUNT REPRESENTS ALLOCATION OF 2% OF HER TIME. DIRECT CONTACT CONSISTS OF PHONE CALLS OR VISITS BY PRESIDENT & CEO AND BOARD MEMBERS. OTHER ACTIVITIES CONSISTS OF PAYMENTS TO ACCESS POINT (LOBBYING FIRM). SCHEDULE C, PART II-B FOR II-B, LINE 1A, VOLUNTEERS ARE BOARD MEMBERS WHO OCCASIONALLY CALL, EMAIL OR VISIT LEGISLATORS TO ADVOCATE FOR FUNDING FOR HUMAN SERVICES IN THE AREAS OF NVFS FOCUS. FOR II-B, LINE 1B, PAID STAFF CONSISTS OF OUR CEO ONLY. FOR II-B, LINE 1D, MAILINGS CONSIST OF EMAILS, NOT POSTED MAIL AND CONSUME APPROXIMATELY 80 HOURS IN FY22 OF CEO TIME. AMOUNT ON LINE 1D IS THE ALLOCATED PORTION OF CEO COMPENSATION EXPENSE FOR 80 HOURS OF HER TIME. FOR II-B, LINE 1G, DIRECT CONTACT CONSISTS OF PHONE CALLS OR VISITS BY CEO AND UNPAID BOARD MEMBERS. AMOUNT ON LINE 1G IS ALLOCATED PORTION OF CEO COMPENSATION EXPENSE FOR 4% OF HER TIME. FOR II-B, LINE 1I, OTHER ACTIVITIES CONSIST OF ACCESS POINT PUBLIC AFFAIRS - LOBBYING FIRM. 47717 47717 47717 47717 46217 1500 47717 46217 46217 7500 38717 46217 0.00000 1.00000 0.00000 0 0 668441 668441 6485218 3054557 3430661 562432 467970 94462 334687 215949 118738 136489 120835 15654 4327956 DEFERRED RENT 241125 241125 X 38631570 -1409492 1647515 270600 508623 38122947 0 38122947 39025864 1647515 270600 1918115 37107749 0 37107749 PART V, LINE 4: THESE FUNDS ARE PERMANENTLY INVESTED AND EARNINGS ARE AVAILABLE FOR PROGRAMS & OPERATIONS. PART X, LINE 2: INCOME TAXES: NVFS IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, NVFS QUALIFIES FOR THE CHARITABLE CONTRIBUTIONS DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. MANAGEMENT EVALUATED NVFS'S TAX POSITIONS AND CONCLUDED THAT NVFS HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THE GUIDANCE UNDER THE ACCOUNTING TOPIC FOR UNCERTAINTY IN INCOME TAXES. GENERALLY, NVFS IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2019. DURING THE YEAR ENDED JUNE 30, 2022, NVFS HAD NO UNRELATED BUSINESS INCOME. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSE REPORTED ON LINE 8B 270,600. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSE REPORTED ON LINE 8B 270,600. GALA 679968 48000 631968 78204 86411 HOLIDAY INITIATIVES 126575 126575 0 72342 3 100795 100795 33643 907338 48000 859338 78204 192396 270600 588738 1 UNITED COMMUNITY MINISTRIES 7511 FORDSON ROAD ALEXANDRIA VA 22306 540850780 501(C)(3) 396009 0 SUPPORT FOR HEALTHY FAMILIES PROGRAM 1 0 SHELTER 3156 6874308 FOSTER CARE 49 192374 MEDICAL 1 239 MENTAL HEALTH 3983 163582 FOOD 1901 0 2473108 POUNDS OF FOOD APPLIED TO $1.79 INDUSTRY AVERAGE OF VALUE PER POUND FOOD DISTRIBUTED TO CLIENTS AT HUNGER RESOURCE CENTER PART I, LINE 2: GRANTEES SUBMIT DETAILED INVOICES ON A MONTHLY BASIS WHICH ARE REVIEWED IN DETAIL. ANNUAL AUDIT REPORTS ARE RECEIVED FROM GRANTEES AND REVIEWED. X X X X X 0 0 0 0 0 0 0 0 0 STEPHANIE BERKOWITZ PRESIDENT & CHIEF EXECUTIVE OFFICER 308129 0 0 0 0 0 12721 0 21861 0 342711 0 0 0 CLIFFORD YEE EXECUTIVE VP & CFO 203521 0 0 0 0 0 9747 0 1290 0 214558 0 0 0 KATHLEEN MCMAHON EXEC. VP OF DEVELOPMENT & 179317 0 0 0 0 0 8966 0 290 0 188573 0 0 0 ANDREA ECK EXECUTIVE VP OF PROGRAMS 138172 0 0 0 0 0 7133 0 19913 0 165218 0 0 0 JACQUELINE DENDIEVEL EXECUTIVE VP OF HR 132936 0 0 0 0 0 7133 0 28664 0 168733 0 0 0 X 81490 FMV X 8 1113349 FMV X 2383108 FMV X PROGRAM SUPPLIES 778 258657 FMV 0 0 1 0 PART I, COLUMN (B): USING A COMBINATION OF THE TWO METHODS ABOVE FORM 990, PART III, LINE 1: WITH NEARLY 350 EMPLOYEES AND 2,000 VOLUNTEERS, NVFS PROVIDES COMPREHENSIVE SUPPORT TO HELP INDIVIDUALS AND FAMILIES ADDRESS INTERCONNECTED BARRIERS AND CONFRONT UNJUST SYSTEMS THAT IMPEDE SELF-SUFFICIENCY SO THEY CAN ACHIEVE ECONOMIC STABILITY, GOOD HEALTH, AND WELLBEING; AND CONFIDENTLY REACH THEIR GREATEST POTENTIAL. CORE SERVICES INCLUDE: ANTI-HUNGER; CHILD PLACEMENT; COMMUNITY HOUSING; EARLY CHILDHOOD EDUCATION; HEALTH ACCESS; HEALTHY FAMILIES; HOMELESS; MULTICULTURAL CENTER FOR TRAUMA RECOVERY; YOUTH INITIATIVES; AND WORKFORCE DEVELOPMENT. NVFS PARTNERS WITH GOVERNMENT AGENCIES, EDUCATIONAL INSTITUTIONS, CORPORATIONS AND BUSINESSES, FOUNDATIONS, FAITH-BASED NETWORKS, AND OTHER NON-PROFIT ORGANIZATIONS TO CREATIVELY AND COLLABORATIVELY ADDRESS THE COMPETING CHALLENGES THAT FAMILIES FACE IN ACHIEVING ECONOMIC INDEPENDENCE AND WELLBEING. OF THE CLIENTS WHO REPORTED INCOME TO THE AGENCY IN FY22, 96% HAD GROSS ANNUAL INCOME AT 200% OR LESS OF THE FEDERAL POVERTY LEVEL AND 29% SERVED WERE CHILDREN AND YOUTH UNDER THE AGE OF 18. FORM 990, PART III, LINE 4A: HOUSING AND HOMELESS: COMMUNITY HOUSING - NVFS OFFERS SERVICES TO SUPPORT AND ASSIST INDIVIDUALS AND FAMILIES SEEKING AFFORDABLE HOUSING SOLUTIONS AND STABILITY SUCH AS CASE MANAGEMENT, FINANCIAL ASSISTANCE, RESIDENT SERVICES, CAREER NAVIGATION, AND BENEFITS COUNSELING. REGIONAL PROGRAMS INCLUDE THE HOUSING OPPORTUNITIES FOR PERSONS WITH AIDS (HOPWA) AND RYAN WHITE PART B PROGRAMS. WITHIN FAIRFAX COUNTY, NVFS ADMINISTERS THE MOVING TO WORK PROGRAM; RENTAL SUBSIDIES AND SERVICES PROGRAM; AND PREVENTION PROGRAMS. IN FY22, $6.4 MILLION IN EMERGENCY ASSISTANCE WAS DISBURSED FOR UTILITY, RENT, WATER, AND GAS PAYMENTS THROUGH A VARIETY OF SHORT- AND LONG-TERM HOUSING SUBSIDY AND CASE MANAGEMENT PROGRAMS ACROSS THE REGION. NVFS ALSO OPERATES EIGHT AFFORDABLE RENTAL UNITS IN PRINCE WILLIAM COUNTY. THESE HOMES ARE DESIGNATED FOR FAMILIES LIVING AT 30%, 50% OR 80% OF THE MEDIAN FAMILY INCOME WITH THE GOAL OF PROVIDING AN AFFORDABLE HOUSING OPTION TO FAMILIES WITH LOW-INCOME. HOMELESS - THE NVFS 92-BED SERVE FAMILY SHELTER IS LOCATED ON THE NVFS SERVE CAMPUS IN MANASSAS AND ENCOMPASSES 60.6% OF ALL SHELTER BEDS IN GREATER PRINCE WILLIAM. IN ADDITION TO EMERGENCY SHELTER, NVFS PROVIDES SERVICES TO DIVERT AND PREVENT HOMELESSNESS AND RAPIDLY RE-HOUSE THOSE EXPERIENCING HOMELESSNESS THROUGH THE PROVISION OF CASE MANAGEMENT, FINANCIAL ASSISTANCE, AND CAREER SERVICES. NVFS IMPLEMENTS THE HOUSING FIRST MODEL TO MINIMIZE A HOUSEHOLD'S LENGTH OF TIME EXPERIENCING HOMELESSNESS AND ADVANCE A HOUSEHOLD'S RAPID TRANSITION TO PERMANENT HOUSING. IN FY22, 72% OF CLIENTS WHO EXPERIENCED HOMELESSNESS EXITED TO PERMANENT HOUSING. FORM 990, PART III, LINE 4B: EARLY CHILDHOOD EDUCATION: NVFS CURRENTLY SERVES CHILDREN AND THEIR FAMILIES THROUGH THE OPERATION OF CENTER- AND HOME-BASED EARLY HEAD START PROGRAMS IN ARLINGTON COUNTY, LOUDOUN COUNTY, AND GREATER PRINCE WILLIAM AND A CENTER-BASED HEAD START PROGRAM IN ARLINGTON COUNTY. THROUGH A GRANT FROM THE OFFICE OF HEAD START, NVFS ALSO SUPPORTS TWO COMMUNITY CHILD CARE PARTNERSHIP SITES IN GREATER PRINCE WILLIAM. THESE PROGRAMS EXPAND EQUITABLE ACCESS TO QUALITY EDUCATION BY TEACHING A STATE-VETTED CURRICULUM FOR CHILDREN AGES ZERO TO FIVE; PROVIDING TARGETED PROFESSIONAL DEVELOPMENT AND MENTOR-COACHING FOR CENTER DIRECTORS AND TEACHERS; PARTICIPATING IN STATE-LEVEL QUALITY IMPROVEMENT AND CHILD ASSESSMENT INITIATIVES; AND ENSURING CHILDREN AND THEIR FAMILIES RECEIVE ACCESS TO INTEGRATED HEALTH, MENTAL HEALTH, CASE MANAGEMENT, AND NUTRITION SERVICES. A COMBINED TOTAL OF 928 CHILDREN PARTICIPATED IN THESE PROGRAMS IN FY22. OF THE CHILDREN TRANSITIONING TO KINDERGARTEN, 92.5% WERE READY TO ENTER KINDERGARTEN AND DEMONSTRATED SCHOOL READINESS, WERE PROVIDED WITH A MEDICAL HOME (ELIMINATING THE NEED TO USE EMERGENCY MEDICAL SERVICES FOR ROUTINE CARE), AND WERE CURRENT ON IMMUNIZATIONS. FORM 990, PART III, LINE 4C: HEALTH: HEALTH ACCESS- NVFS' HEALTH ACCESS PROGRAMS INCREASE ACCESS TO DENTAL CARE AND PRESCRIPTION MEDICATION FOR CHILDREN AND ADULTS; LINK UNINSURED CHILDREN WITH PEDIATRIC PRIMARY CARE; AND PROVIDE ASSISTANCE WITH COMPLETING MEDICAID APPLICATIONS. IN FY22, 495 CHILDREN ACCESSED REDUCED-FEE MEDICAL CARE AND 109 CHILDREN AND ADULTS RECEIVED REDUCED-FEE DENTAL CARE. ACCESS TO FREE AND REDUCED COST MEDICATIONS (VALUED AT OVER $5 MILLION) WAS PROVIDED TO 615 INDIVIDUALS WHO COULD OTHERWISE NOT AFFORD THEIR PRESCRIPTIONS. HEALTHY FAMILIES - NVFS LAUNCHED THE FIRST NORTHERN VIRGINIA HEALTHY FAMILIES PROGRAM IN ALEXANDRIA MORE THAN 25 YEARS AGO AND NOW OPERATES PROGRAMS IN THE CITY OF ALEXANDRIA, ARLINGTON COUNTY, FAIRFAX COUNTY, AND GREATER PRINCE WILLIAM (PRINCE WILLIAM COUNTY AND THE CITIES OF MANASSAS AND MANASSAS PARK). HEALTHY FAMILIES PROVIDES FREE, VOLUNTARY HOME-VISITING SERVICES TO EXPECTANT AND NEW PARENTS TO ACHIEVE FOUR PRIMARY GOALS: PROMOTE POSITIVE, NURTURING, RESPONSIVE PARENTING; IMPROVE CHILD HEALTH AND DEVELOPMENT; PROMOTE SCHOOL READINESS; AND PREVENT CHILD ABUSE AND NEGLECT. SERVICES PROVIDED DURING HOME VISITS INCLUDE PARENTING PSYCHOEDUCATION, PREGNANCY AND MATERNAL HEALTH EDUCATION, NUTRITION EDUCATION, DEVELOPMENTAL SCREENINGS, PARENT-CHILD RELATIONSHIP-BUILDING, SCHOOL READINESS ACTIVITIES, AND REFERRALS TO COMMUNITY RESOURCES TO ADDRESS OTHER NEEDS. IN FY22, 97% OF THE CHILDREN SERVED MET AGE-APPROPRIATE DEVELOPMENTAL MILESTONES AND WERE CURRENT ON THEIR IMMUNIZATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE 990 PRIOR TO FILING, ASKS ANY QUESTIONS THEY MAY HAVE, AND APPROVES THE 990 FOR FILING. THE 990 IS THEN PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS, WHO ARE GIVEN THE OPPORTUNITY TO REVIEW AND ASK ANY QUESTIONS THEY MAY HAVE, AND THEN APPROVE FOR FILING. THE 990 IS THEN FILED ELECTRONICALLY WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD ANNUALLY REVIEWS THE CONFLICT OF INTEREST POLICY AND REQUIRES MEMBER, OFFICER AND KEY EMPLOYEE CERTIFICATION. BOARD MEMBER RESPONSES ARE REVIEWED BY THE BOARD'S GOVERNANCE COMMITTEE, AND OFFICER AND KEY EMPLOYEE RESPONSES ARE REVIEWED BY THE PRESIDENT & CEO AND THE CORPORATE OFFICERS, AND FURTHER REVIEWED, IF NECESSARY, BY THE BOARD CHAIR AND EXECUTIVE COMMITTEE, IN ORDER TO BEST MANAGE ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS DETERMINES COMPENSATION FOR THE PRESIDENT & CEO ON AN ANNUAL BASIS. PERIODICALLY AN INDEPENDENT COMPENSATION CONSULTANT IS RETAINED TO SURVEY THE MARKET FOR THE APPROPRIATE COMPENSATION; THE RESULTS ARE SENT DIRECTLY TO THE BOARD CHAIR AND EXECUTIVE VICE PRESIDENT OF HUMAN RESOURCES. IN-BETWEEN YEARS THE BOARD CHAIR MAY ELECT TO CONDUCT AN INFORMAL SALARY SURVEY. THE PRESIDENT & CEO RECOMMENDS COMPENSATION FOR THE FOUR CORPORATE OFFICERS, BASED ON PERIODICALLY CONDUCTING BENCHMARKING FROM INDUSTRY SOURCES, WHICH IS REVIEWED WITH THE BOARD CHAIR. THE DELIBERATION AND DECISION ARE WELL DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE AGENCY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC BY PROVIDING COPIES ON REQUEST AND BY INSPECTION AT THE AGENCY'S HEADQUARTERS' OFFICE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS.