2023-05-09T10:21:08-07:00 2022-06-30 990 2021-07-01 541222012 LUTHERAN FAMILY SERVICES OF VIRGINIA INC LUTH 5407747100 2965 Colonnade Drive Suite 310 Roanoke VA 24018 David Pruett Chief Financial Officer 5407747100 2023-05-12 1 11 0 AAL2 2021 2023-04-26 12:10:37Z X enCircle Raymond R Ratke 2965 Colonnade Drive Suite 310 Roanoke VA 24018 44443761 0 X www.encircleall.org X 1982 VA At enCircle, we are guided by our vision that all people in our communities will receive the support they need to live abundant lives. Our nearly 500 staff and caregivers support children, adults and families, and our services are open to all. 14 14 594 20 0 0 1084066 577222 37956028 42924251 135276 28334 421 348 39175791 43530155 0 0 0 0 17593326 20414888 0 0 308230 20474760 22836109 38068086 43250997 1107705 279158 21862417 20882816 6637346 6061276 15225071 14821540 EnCircle's mission is to express God's love by providing services and assistance to empower communities, families, and individuals in their journey to well-being. Our services are open to all. 0 0 27759877 31906588 Developmental Services: enCircle's community-based services for people with developmental disabilities focus on quality care, with the goal of supporting meaningful life experiences in the setting of their choice. Our staff act as a mentor and friend to help people attain their goals, while ensuring their health, safety, and medical needs are met. Our 14 group homes (in Virginia and West Virginia) provide round-the-clock support for women and men in comfortable, community-based houses. We also support adults living in their own homes through individualized in-home services. Skilled nursing and therapeutic consultation services are available to support clients in any setting to ensure their medical and behavioral needs are met. We also contract with and support more than 200 Family Care Providers-people who support adults with developmental disabilities living in their homes. To ensure people are integrated into their communities as fully as possible, we offer day support and community coaching programs as well. Our Developmental Services are licensed through the Virginia Department of Behavioral Health and Developmental Services (DBHDS) and the West Virginia Office of Health Facility Licensure and Certifications and are accredited through the Commission on Accreditation of Rehabilitation Facilities (CARF). During the fiscal year ending June 30, 2022, we helped more than 350 adults with developmental disabilities live more abundant lives. 8147008 0 9088722 Minnick Schools - enCircle's Minnick Schools help students ages 5 to 22 who have experienced challenges in public schools reach their academic, behavioral, vocational, and developmental goals. Minnick Schools, licensed by the Virginia Department of Education as private day schools and accredited through the Virginia Association of Independent Special Education Facilities, are located in Roanoke, Harrisonburg, Wytheville, Wise, and Bristol. We partner with more than 20 local school districts, which refer students to our schools, and work collaboratively with students' families. Our highly trained educational and support staff provide individualized instruction in small classrooms, incorporating the latest technology. We serve students with a wide range of disabilities, including those on the autism spectrum, to reach academic and behavioral milestones. Our goal for students is that they transition successfully back to public school, or in our vocational programs, to the work world. In the fiscal year ending June 30, 2022, we served 238 students, 27 of whom successfully returned to public school and five of whom graduated with their high school diplomas. 1276470 0 1152278 Treatment Foster Care, Adoption and Counseling Services - At enCircle, we wrap support around children in foster care who have experienced trauma to help them heal and find permanent family connections. We are a licensed child-placing agency through the Virginia Department of Social Services and our Treatment Foster Care program is CARF-accredited. We recruit and train adults in the Richmond and Tidewater regions who are eager to share their skills, strengths, courage, and "life firsts" with children in foster care. Many of the children we serve are teens, part of sibling groups, or have behavioral challenges or other special needs. In some cases, our foster families adopt children in their care, and in other cases, children return to birth families or other placements. Frequently, our foster parents provide long-term stability and connection for young people, which greatly increases their chances of becoming successful and contributing adults. Our highly trained staff also offer post-adoption case management for families who have adopted children either from foster care or through private agencies. We understand the unique and ongoing needs of families created through adoption. We also provide visit coaching to mentor families through visits with their children with the goal of reuniting parents with children in foster care. During the fiscal year ending June 30, 2022, enCircle worked with 32 foster families, placed 14 children into loving homes, and supported 33 families through post-adoption case management. We also served 13 families through visit coaching. enCircle also provides Outpatient Mental Health services, which we call Counseling. enCircle's experienced counselors offer a trauma-informed and integrative approach to individual and family counseling. We conduct comprehensive assessments and highly individualized treatment. Our counselors are trained in trauma-focused treatment interventions for children, teens, young adults, adults, and families dealing with emotional and behavioral issues. Because of the pandemic our counselors have pivoted to offer virtual sessions as well as in-person sessions when needed. In the fiscal year ending June 30, 2022, enCircle clinicians provided 3,083 counseling sessions to 82 children and 84 adults. 686583 0 776661 Immigration and Refugee Services: EnCircle works to make our communities places of welcome for immigrants and refugees through our growing array of programs. We assist immigrant children who arrive in the U.S. unaccompanied in reuniting with family and sponsors in this country. We provide fingerprints and conduct home studies as part of the background check process for family members and sponsors who are taking in an immigrant child to ensure their safety. Additionally, we provide case management for these children and their families for several months after reunification to ensure children who are relocating have their educational, health, legal, and other needs met. We also provide counseling services for adult immigrants who are in the stressful time of awaiting their immigration hearings. Our services in this division are provided through grants and partnership with Lutheran Immigration and Refugee Services (LIRS) and Lutheran Social Services of the National Capital Area (LSSNCA). In the fiscal year ending June 30, 2022, we fingerprinted 121 family members and assisted 218 families through our home study/post-release case management services. Our bilingual therapist evaluated 81 adult immigrants and provided counseling to 75% of them. 686583 0 776661 37869938 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 14 0 1 594 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X David A Pruett CPA CFO 5407747100 2965 Colonnade Drive Suite 310 Roanoke VA 24018 Raymond Ratke CEO 45 0 X X 240669 0 50370 Lisa Morgan Former Chief Operating Officer (termed 11/2021) 45 0 X X 187187 0 18732 David A Pruett Chief Financial Officer 45 0 X X 168035 0 31484 Tresha Lafon Chief Quality Officer 45 0 X X 160776 0 5417 Margaret Nimmo Chief Engagement Officer 45 0 X X 132486 0 14295 Matthew Graczyk Vice President of Human Resources 45 0 X 102534 0 33375 Holly Rhodenhizer Vice President of Program Operations 45 0 X 111175 0 13915 Terri Webber Vice President of Program Operations 45 0 X 114297 0 5602 Lisa Gay-Milliken Assistant Director of Minnick Schools 40 0 X 101895 0 14233 Ms Lisa Alderman Director 2 0 X 0 0 0 Dr Wanda Fisher Director 2 0 X 0 0 0 Rev Lou Florio Director 2 0 X 0 0 0 Rev Robert F Humphrey Director 2 0 X 0 0 0 Mr Malcolm James Director 2 0 X 0 0 0 Ms Helen Keck Director 2 0 X 0 0 0 Mr George W Marget Director 2 0 X 0 0 0 Mr Stephen J Sikkema Director 2 0 X 0 0 0 Ms Heera Simon Director 2 0 X 0 0 0 Mr Chauncey Strong Director 2 0 X 0 0 0 Mr Bruce Swanson Director 2 0 X 0 0 0 Rev Richard J Goeres Chair Board of Directors 3 0 X 0 0 0 Rev Debra Dukes Vice Chair Board of Directors 2 0 X 0 0 0 Mr Frederick G Kraegel Treasurer, Board of Directors 2 0 X 0 0 0 Dr Judith N Green Secretary, Board of Directors 2 0 X 0 0 0 1319054 0 187423 9 0 1 0 Synergy Technical LLC 2201 W Broad St Suite 100 Richmond VA 23220 Monitors and maintains IT for the Agency 181715 1 2880 0 0 0 107789 466553 0 577222 Developmental Services 621410 31906588 31906588 0 0 Minnick Schools - Educational Services 611600 9088722 9088722 0 0 Treatment Foster Care, Adoption & OMH 621410 1152278 1152278 0 0 Immigration & Refugee Services 624190 776663 776663 0 0 0 0 0 0 42924251 123709 0 0 123709 0 0 0 0 0 0 0 0 0 0 589026 229205 613928 299678 -24902 -70473 -95375 -70473 0 -24902 0 348 348 0 0 348 43530155 42854126 0 98807 0 0 0 0 0 0 0 0 1322673 241508 1081165 0 15438846 12775706 2465521 197619 0 0 0 0 364836 281532 75990 7314 1963200 1630224 303651 29325 1325333 1052534 257389 15410 0 0 0 0 25454 450 25004 0 32600 0 32600 0 0 0 0 0 0 0 11484 0 11484 0 74591 11931 62660 0 155734 40042 98951 16741 139636 118659 20454 523 278786 224486 40266 14034 0 0 0 0 1707412 1611725 95209 478 110408 80565 27987 1856 0 0 0 0 0 0 0 0 114659 102131 11906 622 0 0 0 0 1344914 1266722 71234 6958 287065 151314 133827 1924 Foster Parent & Family Care Home Payments 16766493 16766366 0 127 Staff Recruitment Retention & Development 274161 198033 72398 3730 Communications (phone, data) 199233 155969 40605 2659 Vehicle Expense (maintenance, repairs, etc) 164868 141374 22389 1105 1148611 1018667 122139 7805 43250997 37869938 5072829 308230 3921331 4732713 2251583 244548 0 3431597 3476194 0 0 0 0 0 0 0 0 193195 348778 8192953 4393276 4403779 3799677 1329610 3079183 2387923 2124667 0 3904530 3015974 38869 61082 21862417 20882816 2800810 3073900 0 0 0 0 0 0 0 0 0 0 3836536 2968838 0 18538 6637346 6061276 X 13584233 13151890 1640838 1669650 15225071 14821540 21862417 20882816 279158 -682689 0 0 0 0 X 0 1 X 1 1 1 X 354731 385163 453407 370055 469433 2032789 34900185 35700534 35323354 37956028 42924251 186804352 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 35254916 36085697 35776761 38326083 43393684 188837141 34452 72896 61550 61642 31246 261786 0 0 0 0 0 0 34452 72896 61550 61642 31246 261786 188575355 229947 190575 131198 104705 123709 780134 0 0 0 0 0 0 229947 190575 131198 104705 123709 780134 0 0 0 0 0 19408 -234 4370 21271 348 45163 35504271 36276038 35912329 38452059 43517741 189662438 0.99427 0.99311 0.00411 0.00517 X Schedule A, Part III, Line 12 Amounts reported on Schedule A, Part III Line 12 represent immaterial miscellaneous receipts that arise in the normal course of conducting enCircle's exempt functions, such as rebates on purchases, insurance proceeds received from property loss claims and other small receipts not otherwise classified. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2387923 0 -243626 0 0 0 2144297 1879480 0 508443 0 0 0 2387923 1851513 3771 24196 0 0 0 1879480 1852276 0 79237 0 80000 0 1851513 1809222 2989 115065 0 75000 0 1852276 0 0.75 0.25 0 0 4107 1002032 1006139 0 4030830 2017570 2013260 0 541898 273971 267927 0 1746988 1517007 229981 0 867098 584728 282370 3799677 0 0 ELCA Pooled Trust-Eleanor Smelzer Endowment 1914491 F ELCA Pooled Trust-Minnick School Endowment 210176 F 2124667 Section 457b liability to officer 18538 18538 42847466 -682689 0 0 0 -682689 43530155 0 0 0 43530155 43250997 0 0 0 0 0 43250997 0 0 0 43250997 Schedule D, Part V, Line 4 enCircle maintains two endowment funds. The Minnick School Endowment Fund has a permanently-restricted corpus balance of $162,108 as of June 30, 2022. The earnings from this fund may be used at the discretion of management to further the educational experiences of students at our Minnick Schools. The Eleanor Smelzer Endowment Fund has a permanently-restricted corpus balance of $1,438,983 as of June 30, 2022. The earnings from this fund are not restricted and can be used for organization needs at the discretion of management. The total permanently-restricted corpus of the two funds at June 30, 2022 of $1,601,091 is included on Form 990, Part X, Line 29 as permanently-restricted net assets. The market value of the two funds as of June 30, 2022 of $2,144,297 is shown on Form 990, Part X, Line 12. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 enCircle does not advertise for or solicit students for our Minnick Schools. Students in need of the services offered by enCircle are referred to our schools by local public school boards. enCircle does not discriminate against any potential students on the basis of race, creed, religion, sex, sexual orientation or gender identification, or national origin. Schedule E, Part I, Line 6 Students who attend enCircle's Minnick Schools are referred to the Organization by local public school systems. At the time of the referrals, enCircle and the localities enter into contractual agreements under which the local governments pay enCircle's published rates for students who attend our schools. X X X X 0 1 0 0 0 0 0 0 0 Raymond Ratke CEO 228912 0 507 0 0 0 21021 0 40600 0 291040 0 0 0 Lisa Morgan Former Chief Operating Officer (termed 11/2021) 184285 0 2902 0 0 0 7261 0 11470 0 205918 0 0 0 David A Pruett Chief Financial Officer 165133 0 2902 0 0 0 6664 0 24820 0 199519 0 0 0 Tresha Lafon Chief Quality Officer 157026 0 3750 0 0 0 5417 0 0 0 166193 0 0 0 Schedule J, Part I, Line 4 enCircle maintains a non-qualified deferred compensation plan under IRC Section 457b. The plan is available to members of senior management. enCircle does not contribute to the plan for any employees. Employees who elect to participate in the plan may defer income taxes on amounts of their salary reductions which are contributed to the plan. As of June 30, 2022, one enCircle employee was participating in the plan. X 1 48308 Purchase price 0 0 1 0 Form 990, Part VI, Section B, Line 11b Form 990 is prepared each year by the Organization's Chief Financial Officer, who is a Certified Public Accountant. Once it has been completed, the 990 is reviewed by senior management, and is then distributed electronically to the members of the Board of Directors for their review prior to filing the return. Form 990, Part VI, Section B, Line 12c Each year, the members of the Board of Directors as well as members of the Organization's Executive Team review the Organization's Code of Ethics and Conflict of Interest Policy. enCircle also utilizes a confidential independent third-party reporting system that allows for anonymous reporting of any suspected or perceived conflicts of interest. If a report of such conflict is received by the third party, enCircle's Chief Quality Officer and/or her designee investigates and provides follow-up. If the suspected or perceived conflict involves a member of the Executive Team, including the CEO, the report is sent directly by the third-party to the chair of enCircle's Board of Directors. Form 990, Part VI, Section B, Line 15 Compensation of enCircle's CEO is determined annually by the Board of Directors, which uses information from various independent sources (such as comparable information from other similar organizations and market analyses) and which also takes into consideration the specific performance of the CEO. The CEO in turn determines the compensation of the Executive Team based on specific performance and market analyses. Form 990, Part VI, Section C, Line 19 enCircle states on its website (www.encircleall.org) that its governing documents, key policies (including the conflict of interest and whistleblower policies), annual audited financial statements and Form 990 are available to the public upon request from enCircle's administrative office in Roanoke, Virginia. Dent Road LLC 2609 McVitty Road Roanoke VA 24018 Ownership of real estate VA 0 0 Luthern Family Services of Virginia Massanutten Street LLC 2965 Colonnade Drive Suite 310 Roanoke VA 24018 Ownership of real estate VA 0 0 Lutheran Family Services of Virginia Inc Stonebrook Community Services LLC 2965 Colonnade Drive Suite 310 Roanoke VA 24018 852887989 Group homes for adults with disabilities in WV WV 4281548 1308116 Lutheran Family Services of Virginia Inc dba enCircle