LUTHERAN FAMILY SERVICES OF VIRGINIA INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LUTHERAN FAMILY SERVICES OF VIRGINIA INC (EIN 54-1222012)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-04-30
- IRS object ID
- 202131209349301623
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-30T14:12:13-07:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541222012 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN FAMILY SERVICES OF VIRGINIA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUTH | BusinessNameControlTxt |
| Phone | 5407747100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2609 McVitty Road | AddressLine1Txt |
| City | Roanoke | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Pruett | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 5407747100 | PhoneNum |
| Signature | 2021-05-03 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Raymond Ratke | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2609 McVitty Rd | AddressLine1Txt |
| City | Roanoke | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $39,967,172 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.encircleall.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | Our 360+ employees created abundant possibilities for the more than 1,000 people that we served daily in 2019-2020. We have seen lives transformed and productive pathways discovered. Our services are born of faith and open to all. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 579 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $385,163 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,832,607 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $35,700,534 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $35,323,354 | CYProgramServiceRevenueAmt |
| PY Investment Income | $105,637 | PYInvestmentIncomeAmt |
| CY Investment Income | $171,865 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,727 | PYOtherRevenueAmt |
| CY Other Revenue | $4,370 | CYOtherRevenueAmt |
| PY Total Revenue | $36,194,061 | PYTotalRevenueAmt |
| CY Total Revenue | $39,332,196 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,753,865 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,445,457 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $261,901 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,623,068 | PYOtherExpensesAmt |
| CY Other Expenses | $18,440,306 | CYOtherExpensesAmt |
| PY Total Expenses | $36,376,933 | PYTotalExpensesAmt |
| CY Total Expenses | $35,885,763 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$182,872 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,446,433 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,765,370 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,703,752 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,873,996 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,282,398 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,891,374 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,421,354 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LFSVA expresses 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $21,835,348 | ExpenseAmt |
| Revenue | $24,579,106 | RevenueAmt |
| Desc | Developmental Services: LFSVA offers a wide continuum of care for individuals with intellectual and developmental disabilities so that they may live in their preferred community setting. Our services, which include group homes, day support, community coaching, community engagement, adult foster care (Family Care Homes), skilled nursing, therapeutic consultation and in-home support, use a person-centered approach that helps individuals meet their medical, dietary, behavioral, personal care and daily living needs, as well as achieve the maximum degree of independence and inclusion in their local community. All services are for adults 18 years of age or older, except in-home support which is provided to all ages. Services are available in more than one-half of Virginia's cities and counties. We now have 202 Family Care Homes and during the year ended June 30, 2020 we helped 389 individuals have fuller, more complete lives. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,106,655 | ExpenseAmt |
| Revenue | $9,076,172 | RevenueAmt |
| Desc | Minnick Schools - LFSVA Minnick Schools are licensed through the Virginia Department of Education and accredited through the Virginia Association of Independent Special Education Facilities and are located in Roanoke (2 sites), Harrisonburg, Wytheville, Wise (2 sites) and Bristol. Our schools work with public schools in 35 localities, serving students across a wide range of disabilities. During the 2020 school year we helped 288 students reach their academic and behavioral goals, and, 33 children were able to transition back to their home schools. All Minnick Schools offer individualized instruction and the staff works closely with the public schools that place the students, and also with the students' families. Academic instruction is aligned with the state Standards of Learning. In four locations we offer students the opportunity to work in a PAES lab, a vocational classroom that helps students prepare for the world of work. With the goal that students will transfer their new behavioral and life skills from the classroom to home and from home to the community, we give children many opportunities to learn and practice. Our Adapted Programs offer functional life curriculum geared to the unique needs of students and their families. All academic and behavioral instruction is based on the principles of Applied Behavior Analysis (ABA), successful, research-based strategies that systematically teach behavior in a highly-structured environment, and all staff are trained in ABA strategies. To prevent more restrictive out-of-school placements, we offer educational aides to assist students in the program. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,042,333 | ExpenseAmt |
| Revenue | $1,646,619 | RevenueAmt |
| Desc | Treatment Foster Care & Adoption - LFSVA recruits and trains therapeutic foster parents so that children in foster care will have a stable, loving home environment while they are healing from the situation that caused the family disruption. We provide in-home services and emergency access to an agency social worker 24/7. Our goal is to help children move toward permanency. Because many of our families adopt the children they foster, we offer families the option to be certified as both foster and adoptive parents. Our in-depth training on parenting and support throughout the adoption process is considered one of the best such programs in the state. During the year ended June 30, 2020, we helped 24 children in foster care find homes in which to heal and grow. In addition to providing services to individuals and couples who wish to adopt from foster care, we also offer outpatient mental health services and post-adoption case management by adoption-competent professionals who understand the unique nature of building a family through adoption. During the year ended June 30, 2020, 39 individuals received post-adoption counseling, 16 families and 22 children received post-adoption case management, and 11 children found permanent, loving families through LFSVA. In addition, we provided Training for Adoption Competency (TAC) for 26 mental health professionals to increase the number of adoption-competent mental health clinicians to serve adoptive families in Virginia. During FYE 6/30/20, LFSVA began a partnership with Lutheran Immigration and Refugee Services to help unaccompanied immigrant minors reconnect with family members in the U.S. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $59,703 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $21,457 | RevenueAmt |
| Desc | Employment Services - (Expenses $59,051, revenues $21,457) LFSVA is a licensed provider of employment training services through the Department for Aging and Rehabilitative Services. We provide employment training to adults with developmental or intellectual disabilities to help them secure gainful employment in the community. Five young adults were served by this program during the 2019-2020 fiscal year. For more information on our programs, please visit our website at www.lfsva.org or call 1-800-359-3834. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $59,703 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $21,457 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $32,044,039 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 579 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David A Pruett CPA CFO | PersonNm |
| Phone | 5407747100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2609 McVitty Road | AddressLine1Txt |
| City | Roanoke | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24018 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|---|
| Raymond Ratke | ||||||||
| CEO | 45 | 0 | Yes (X) | $199,948 | $0 | $39,224 | ||
| David A Pruett | ||||||||
| Chief Financial Officer | 45 | 0 | Yes (X) | $149,407 | $0 | $32,289 | ||
| Lisa Morgan | ||||||||
| Chief Operating Officer | 45 | 0 | Yes (X) | $142,271 | $0 | $17,653 | ||
| Tresha Lafon | ||||||||
| Chief Quality Officer | 45 | 0 | Yes (X) | $124,778 | $0 | $6,304 | ||
| Holly Rhodenhizer | ||||||||
| Director Developmental Services | 45 | 0 | Yes (X) | $100,306 | $0 | $12,721 | ||
| Terri Webber | ||||||||
| Director of Educational Services | 45 | 0 | Yes (X) | $105,707 | $0 | $3,615 | ||
| Rev Richard J Goeres | ||||||||
| President Board of Directors | 5 | 0 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| Rev Debra Dukes | ||||||||
| Vice President Board of Directors | 2 | 0 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| Mr Frederick G Kraegel | ||||||||
| Treasurer, Board of Directors | 2 | 0 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| Dr Judith N Green | ||||||||
| Secretary, Board of Directors | 2 | 0 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| Ms Lisa Alderman | ||||||||
| Director | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Rev Lou Florio | ||||||||
| Director | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Mrs Kathy Kanter | ||||||||
| Director | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Rev Robert F Humphrey | ||||||||
| Director | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Mr Stephen J Sikkema | ||||||||
| Director | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Mr George W Marget | ||||||||
| Director | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Mr Bruce Swanson | ||||||||
| Director | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Ms Wanda Fisher | ||||||||
| Director | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Ms Helen Heck | ||||||||
| Director | 1.0 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Mr Chauncey Strong | ||||||||
| Director | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $822,417 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $111,806 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Synergy Technical LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 W Broad St Suite 100 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Monitors and maintains IT for the Agency | ServicesDesc |
| Compensation | $138,265 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Federated Campaigns | $2,029 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $3,379,200 | GovernmentGrantsAmt |
| All Other Contributions | $451,378 | AllOtherContributionsAmt |
| Noncash Contributions | $63,135 | NoncashContributionsAmt |
| Total Contributions | $3,832,607 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Developmental Services | 621410 | $24,579,106 | $24,579,106 | $0 | $0 |
| Minnick Schools - Educational Services | 611600 | $9,076,172 | $9,076,172 | $0 | $0 |
| Treatment Foster Care, Adoption & Family Services | 621410 | $1,646,619 | $1,646,619 | $0 | $0 |
| Employment Services | 624100 | $21,457 | $21,457 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $35,323,354 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $131,198 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $131,198 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $290,789 | SecuritiesAmt |
| Other | $384,854 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $347,987 | SecuritiesAmt |
| Other | $286,989 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$57,198 | SecuritiesAmt |
| Other | $97,865 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,667 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $40,667 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Revenue | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $4,370 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,370 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,370 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,332,196 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,327,724 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $171,865 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,062,920 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,062,920 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,800,484 | TotalAmt |
| Program Services | $11,180,678 | ProgramServicesAmt |
| Management And General | $1,438,360 | ManagementAndGeneralAmt |
| Fundraising | $181,446 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,234 | TotalAmt |
| Program Services | $245,253 | ProgramServicesAmt |
| Management And General | $47,549 | ManagementAndGeneralAmt |
| Fundraising | $1,432 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,202,308 | TotalAmt |
| Program Services | $1,937,039 | ProgramServicesAmt |
| Management And General | $251,153 | ManagementAndGeneralAmt |
| Fundraising | $14,116 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,085,511 | TotalAmt |
| Program Services | $896,720 | ProgramServicesAmt |
| Management And General | $174,742 | ManagementAndGeneralAmt |
| Fundraising | $14,049 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,033 | TotalAmt |
| Program Services | $34,368 | ProgramServicesAmt |
| Management And General | $19,665 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,222 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $29,222 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,700 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $6,700 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,006 | TotalAmt |
| Program Services | $4,663 | ProgramServicesAmt |
| Management And General | $50,343 | ManagementAndGeneralAmt |
| Fundraising | $15,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,231 | TotalAmt |
| Program Services | $24,189 | ProgramServicesAmt |
| Management And General | $13,640 | ManagementAndGeneralAmt |
| Fundraising | $1,402 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,308 | TotalAmt |
| Program Services | $122,605 | ProgramServicesAmt |
| Management And General | $13,702 | ManagementAndGeneralAmt |
| Fundraising | $3,001 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,292 | TotalAmt |
| Program Services | $165,829 | ProgramServicesAmt |
| Management And General | $34,515 | ManagementAndGeneralAmt |
| Fundraising | $3,948 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,483,953 | TotalAmt |
| Program Services | $1,427,707 | ProgramServicesAmt |
| Management And General | $54,165 | ManagementAndGeneralAmt |
| Fundraising | $2,081 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,824 | TotalAmt |
| Program Services | $122,412 | ProgramServicesAmt |
| Management And General | $35,170 | ManagementAndGeneralAmt |
| Fundraising | $2,242 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,414 | TotalAmt |
| Program Services | $250,764 | ProgramServicesAmt |
| Management And General | $29,631 | ManagementAndGeneralAmt |
| Fundraising | $19 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,473 | TotalAmt |
| Program Services | $479,975 | ProgramServicesAmt |
| Management And General | $56,658 | ManagementAndGeneralAmt |
| Fundraising | $6,840 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,396 | TotalAmt |
| Program Services | $108,680 | ProgramServicesAmt |
| Management And General | $99,187 | ManagementAndGeneralAmt |
| Fundraising | $1,529 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Foster Parent & Family Care Home Expense | $14,105,433 | $14,105,433 | $0 | $0 |
| Staff Recruitment Retention & Development | $204,511 | $170,669 | $31,023 | $2,819 |
| Communications (phone, data) | $173,915 | $142,403 | $30,126 | $1,386 |
| Vehicle Expense (maintenance, repairs, etc) | $93,919 | $78,386 | $15,041 | $492 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $642,676 | TotalAmt |
| Program Services | $546,266 | ProgramServicesAmt |
| Management And General | $86,311 | ManagementAndGeneralAmt |
| Fundraising | $10,099 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,885,763 | TotalAmt |
| Program Services | $32,044,039 | ProgramServicesAmt |
| Management And General | $3,579,823 | ManagementAndGeneralAmt |
| Fundraising | $261,901 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $409,297 | BOYAmt |
| EOY | $1,836,852 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $729,750 | BOYAmt |
| EOY | $2,240,905 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,434,561 | BOYAmt |
| EOY | $3,652,786 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $850,072 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,672 | BOYAmt |
| EOY | $129,066 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,313,836 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,690,253 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,995,983 | BOYAmt |
| EOY | $4,623,583 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $882,668 | BOYAmt |
| EOY | $991,845 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,855,284 | BOYAmt |
| EOY | $1,879,480 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,422,965 | BOYAmt |
| EOY | $4,312,465 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,118 | BOYAmt |
| EOY | $36,770 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,765,370 | BOYAmt |
| EOY | $19,703,752 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,317,027 | BOYAmt |
| EOY | $2,187,740 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,556,969 | BOYAmt |
| EOY | $4,094,658 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,873,996 | BOYAmt |
| EOY | $6,282,398 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,202,428 | BOYAmt |
| EOY | $11,767,987 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,688,946 | BOYAmt |
| EOY | $1,653,367 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,891,374 | BOYAmt |
| EOY | $13,421,354 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,765,370 | BOYAmt |
| EOY | $19,703,752 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,446,433 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $83,547 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $380,418 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $438,587 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $354,731 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $385,163 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $453,407 | CurrentTaxYearAmt |
| Total | $2,012,306 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,307,909 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,933,938 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,900,185 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,700,534 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,323,354 | CurrentTaxYearAmt |
| Total | $170,165,920 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,688,327 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,372,525 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,254,916 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,085,697 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,776,761 | CurrentTaxYearAmt |
| Total | $172,178,226 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,761 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,407 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,452 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $72,896 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,550 | CurrentTaxYearAmt |
| Total | $271,066 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,761 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,407 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,452 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $72,896 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,550 | CurrentTaxYearAmt |
| Total | $271,066 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $171,907,160 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$11,033 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $278,031 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $229,947 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $190,575 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $214,745 | CurrentTaxYearAmt |
| Total | $902,265 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$11,033 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $278,031 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $229,947 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $190,575 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $214,745 | CurrentTaxYearAmt |
| Total | $902,265 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,227 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$26,602 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,408 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$234 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,370 | CurrentTaxYearAmt |
| Total | $2,169 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,682,521 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,623,954 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,504,271 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,276,038 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,995,876 | CurrentTaxYearAmt |
| Total | $173,082,660 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99321 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99392 | PublicSupportPY509Pct |
| Investment Income CY | 0.00521 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00459 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12 | FormAndLineReferenceDesc |
| Explanation | Amounts reported as "other income" include immaterial miscellaneous receipts in the normal course of business, such as rebates on purchases and other small receipts not otherwise classified. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,851,513 | BeginningYearBalanceAmt |
| Contributions | $3,771 | ContributionsAmt |
| Investment Earnings Or Losses | $24,196 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $1,879,480 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,852,276 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $79,237 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $80,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $1,851,513 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,809,222 | BeginningYearBalanceAmt |
| Contributions | $2,989 | ContributionsAmt |
| Investment Earnings Or Losses | $115,065 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $75,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $1,852,276 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,692,974 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $191,248 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $75,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $1,809,222 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,789,926 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | -$16,952 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $80,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $1,692,974 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $433,107 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,002,031 | OtherCostOrOtherBasisAmt |
| Book Value | $1,435,138 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $4,069,723 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,767,551 | DepreciationAmt |
| Book Value | $2,302,172 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $556,529 | OtherCostOrOtherBasisAmt |
| Depreciation | $214,548 | DepreciationAmt |
| Book Value | $341,981 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,547,595 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,287,094 | DepreciationAmt |
| Book Value | $260,501 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $704,851 | OtherCostOrOtherBasisAmt |
| Depreciation | $421,060 | DepreciationAmt |
| Book Value | $283,791 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,623,583 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ELCA Pooled Trust-Eleanor Smelzer Endowment | $1,693,558 | F |
| ELCA Pooled Trust-Minnick School Endowment | $185,922 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,879,480 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $39,415,743 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $83,547 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $83,547 | RevenueNotReportedAmt |
| Revenue Subtotal | $39,332,196 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $39,332,196 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $35,885,763 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $35,885,763 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $35,885,763 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part V, Line 4 | FormAndLineReferenceDesc |
| Explanation | Schedule D, Part V, Line 4 - The Organization maintains two endowment funds. The Minnick School Endowment Fund has a permanently-restricted corpus balance of $162,108 as of June 30, 2020. 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 Smeizer Endowment Fund has a permanently-restricted corpus balance of $1,438,767 as of June 30, 2020. The earning from this fund are not restricted and can be used for organization needs or expenses. The total corpus of the two funds at Jun 30, 2020 of $1,600,875 is included on Form 990, Part X, line 29 as permanently-restricted net assets. The market value of the funds as June 30, 2020 of $1,879,479 is shown on Form 990, Part X, Line 12. | ExplanationTxt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | 0 | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | LFSVA does not advertise for or solicit students for our Minnick Schools. Students in need of the services offered by LFSVA are referred to our schools by local public school boards. LFSVA does not discriminate against any potential students on the basis of race, creed, religion, sex, sexual orientation or national origin. |
| Schedule E, Part I, Line 6 | Schedule E, Part I, Line 6 - Students in enCircle's Minnick Schools are referred to the Organization by local public school systems. At the time of the referral, enCircle and the localities enter into contractual agreements under which the local governments pay enCircle's published rates for students who attend our schools. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Raymond Ratke | ||||||||||||||
| CEO | $199,948 | $0 | $0 | $0 | $0 | $0 | $7,559 | $0 | $31,665 | $0 | $239,172 | $0 | $0 | $0 |
| David A Pruett | ||||||||||||||
| Chief Financial Officer | $149,407 | $0 | $0 | $0 | $0 | $0 | $6,474 | $0 | $25,815 | $0 | $181,696 | $0 | $0 | $0 |
| Lisa Morgan | ||||||||||||||
| Chief Operating Officer | $142,271 | $0 | $0 | $0 | $0 | $0 | $5,881 | $0 | $11,772 | $0 | $159,924 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $33,135 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Surface Pro Laptops | Desc |
| Contribution | 47 | ContributionCnt |
| Noncash Contributions Rpt F990 | $30,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Line 6 | FormAndLineReferenceDesc |
| Explanation | LFSVA partnered with the Virginia Department of Rail and Public Transportation to acquire a van for use in our group homes. LFSVA was required to pay a 20% "matching" contribution, and DRPT purchased the van. Since no cash was received by LFSVA, we have recorded a non-cash contribution of 80% of the purchase price that was paid by DRPT to the van dealer. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 3 | During FYE 2020 the organization discontinued Therapeutic Day Treatment services. |
| Form 990, Part VI, Section A, Line 4 | In August 2020, the organization filed amended Articles of Incorporation with the Commonwealth of Virginia for the purpose of changing the required makeup of the Board of Directors. The intent of the Board has been that at least 50% of members be voting members of an Evangelical Lutheran Church in America (ELCA) church, but the Articles previously stated that at least eight (8) Board members be members of a Lutheran church because, per the Articles, the maximum number of Board members at any time is 16. The amended Articles were filed to permit fewer than eight Lutheran Board members as long as the number of Lutheran directors is at least 50% of the voting Board members. |
| Form 990, Part VI, Section B, Line 11b | Form 990 is prepared annually by the Organization's Chief Financial Officer. Once completed, the 990 is reviewed by the Executive Team, and then is distributed electronically to the Board of Directors for their review. |
| Form 990, Part VI, Section B, Line 12c | Each year, the members of the Board of Directors, as well as the members of the Organization's Executive Team, review the Organization's Code of Ethics and Conflict of Interest Policy. The Organization 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, the Organization's Chief Quality Officer and/or her designee investigate 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 President of the Organization's Board of Directors. |
| Form 990, Part VI, Section B, Line 15 | Currently the Organization utilizes the results of an independent third-party compensation study that was conducted in previous years. All positions in the Organization are placed in various pay grades, and the compensation levels of all employees except the CEO are guided by these pay grades. In 2019, the Organization contracted with a new consultant to update the compensation study, but the project was delayed by the COVID pandemic and is still in process. Compensation for the CEO is determined by the Organization's Board of Directors, which seeks input from various sources to ensure that the CEO's compensation level is competitive with similar positions in other organizations. |
| Form 990, Part VI, Section C, Line 19 | The Organization 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 upon request from the Organization's administrative office in Roanoke, Virginia. |
| Form 990, Part VIII, Line 1e | During FYE 6/30/2020, LFSVA received a Paycheck Protection Program loan from the US Small Business Administration in the amount of $3,379,200. At fiscal year end, management believed, and our independent auditors agreed, that LFSVA had met the criteria necessary for the PPP loan to be forgiven and, accordingly, the full amount of the PPP loan was recognized as a "grant" from the government. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|
| Dent Road LLC | ||||||||
| 2609 McVitty Road | Roanoke | VA | 24018 | Ownership of real estate | VA | $0 | $0 | Lutheran Family Services of Virginia Inc |
| Massanutten Street LLC | ||||||||
| 2609 McVitty Road | Roanoke | VA | 24018 | Ownership of real estate | VA | $0 | $0 | Lutheran Family Services of Virginia Inc |