2021-04-30T14:12:13-07:00 2020-06-30 990 2019-07-01 541222012 LUTHERAN FAMILY SERVICES OF VIRGINIA INC LUTH 5407747100 2609 McVitty Road Roanoke VA 24018 David Pruett Chief Financial Officer 5407747100 2021-05-03 2019 2022-09-23 18:48:47Z Raymond Ratke 2609 McVitty Rd Roanoke VA 24018 39967172 0 X www.encircleall.org X 1982 VA 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. 14 14 579 20 0 0 385163 3832607 35700534 35323354 105637 171865 2727 4370 36194061 39332196 0 0 0 0 18753865 17445457 0 0 261901 17623068 18440306 36376933 35885763 -182872 3446433 17765370 19703752 7873996 6282398 9891374 13421354 X 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. 0 1 21835348 24579106 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. 8106655 9076172 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. 2042333 1646619 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. 59703 0 21457 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. 59703 0 21457 32044039 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 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 27 0 1 579 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 1 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 2609 McVitty Road Roanoke VA 24018 Raymond Ratke CEO 45 0 X 199948 0 39224 David A Pruett Chief Financial Officer 45 0 X 149407 0 32289 Lisa Morgan Chief Operating Officer 45 0 X 142271 0 17653 Tresha Lafon Chief Quality Officer 45 0 X 124778 0 6304 Holly Rhodenhizer Director Developmental Services 45 0 X 100306 0 12721 Terri Webber Director of Educational Services 45 0 X 105707 0 3615 Rev Richard J Goeres President Board of Directors 5 0 X X 0 0 0 Rev Debra Dukes Vice President Board of Directors 2 0 X X 0 0 0 Mr Frederick G Kraegel Treasurer, Board of Directors 2 0 X X 0 0 0 Dr Judith N Green Secretary, Board of Directors 2 0 X X 0 0 0 Ms Lisa Alderman Director 1 0 X 0 0 0 Rev Lou Florio Director 1 0 X 0 0 0 Mrs Kathy Kanter Director 1 0 X 0 0 0 Rev Robert F Humphrey Director 1 0 X 0 0 0 Mr Stephen J Sikkema Director 1 0 X 0 0 0 Mr George W Marget Director 1 0 X 0 0 0 Mr Bruce Swanson Director 1 0 X 0 0 0 Ms Wanda Fisher Director 1 0 X 0 0 0 Ms Helen Heck Director 1.0 0 X 0 0 0 Mr Chauncey Strong Director 1 0 X 0 0 0 822417 0 111806 6 0 1 0 Synergy Technical LLC 2201 W Broad St Suite 100 Richmond VA 23220 Monitors and maintains IT for the Agency 138265 1 X 2029 0 0 0 3379200 451378 63135 3832607 Developmental Services 621410 24579106 24579106 0 0 Minnick Schools - Educational Services 611600 9076172 9076172 0 0 Treatment Foster Care, Adoption & Family Services 621410 1646619 1646619 0 0 Employment Services 624100 21457 21457 0 0 0 0 0 0 35323354 131198 0 0 131198 0 0 0 0 0 0 0 0 0 0 290789 384854 347987 286989 -57198 97865 40667 0 0 40667 0 Miscellaneous Revenue 624100 4370 4370 0 0 0 0 0 0 4370 39332196 35327724 0 171865 0 0 0 0 0 0 0 0 1062920 0 1062920 0 0 0 0 0 12800484 11180678 1438360 181446 294234 245253 47549 1432 2202308 1937039 251153 14116 1085511 896720 174742 14049 0 0 0 0 54033 34368 19665 0 29222 0 29222 0 0 0 0 0 0 6700 0 6700 0 70006 4663 50343 15000 39231 24189 13640 1402 139308 122605 13702 3001 204292 165829 34515 3948 0 0 0 0 1483953 1427707 54165 2081 159824 122412 35170 2242 0 0 0 0 0 0 0 0 280414 250764 29631 19 0 0 0 0 543473 479975 56658 6840 209396 108680 99187 1529 Foster Parent & Family Care Home Expense 14105433 14105433 0 0 Staff Recruitment Retention & Development 204511 170669 31023 2819 Communications (phone, data) 173915 142403 30126 1386 Vehicle Expense (maintenance, repairs, etc) 93919 78386 15041 492 642676 546266 86311 10099 35885763 32044039 3579823 261901 409297 1836852 729750 2240905 0 0 3434561 3652786 0 0 0 0 850072 0 0 0 145672 129066 8313836 3690253 4995983 4623583 882668 991845 1855284 1879480 0 0 4422965 4312465 39118 36770 17765370 19703752 2317027 2187740 0 0 0 0 0 0 0 0 0 0 5556969 4094658 0 0 0 7873996 6282398 X 8202428 11767987 1688946 1653367 9891374 13421354 17765370 19703752 3446433 83547 0 0 0 0 X 0 1 X 1 0 X 380418 438587 354731 385163 453407 2012306 30307909 33933938 34900185 35700534 35323354 170165920 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 30688327 34372525 35254916 36085697 35776761 172178226 39761 62407 34452 72896 61550 271066 0 0 0 0 0 0 39761 62407 34452 72896 61550 271066 171907160 -11033 278031 229947 190575 214745 902265 0 0 0 0 0 0 -11033 278031 229947 190575 214745 902265 0 0 0 0 0 0 5227 -26602 19408 -234 4370 2169 30682521 34623954 35504271 36276038 35995876 173082660 0.99321 0.99392 0.00521 0.00459 X Schedule A, Part III, Line 12 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1851513 3771 24196 0 0 0 1879480 1852276 0 79237 0 80000 0 1851513 1809222 2989 115065 0 75000 0 1852276 1692974 0 191248 0 75000 0 1809222 1789926 0 -16952 0 80000 0 1692974 0 1 0 0 0 433107 1002031 1435138 0 4069723 1767551 2302172 0 556529 214548 341981 0 1547595 1287094 260501 0 704851 421060 283791 4623583 ELCA Pooled Trust-Eleanor Smelzer Endowment 1693558 F ELCA Pooled Trust-Minnick School Endowment 185922 F 1879480 39415743 83547 0 0 0 83547 39332196 0 0 0 39332196 35885763 0 0 0 0 0 35885763 0 0 0 35885763 Schedule D, Part V, Line 4 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. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 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. X X X X 0 0 0 0 0 0 0 0 0 Raymond Ratke CEO 199948 0 0 0 0 0 7559 0 31665 0 239172 0 0 0 David A Pruett Chief Financial Officer 149407 0 0 0 0 0 6474 0 25815 0 181696 0 0 0 Lisa Morgan Chief Operating Officer 142271 0 0 0 0 0 5881 0 11772 0 159924 0 0 0 X 1 33135 Cost X Surface Pro Laptops 47 30000 Fair market value 0 0 1 0 Schedule M, Part I, Line 6 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. 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. 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