2020-02-17T13:31:58-07:00 2019-06-30 990 2018-07-01 541222012 Lutheran Family Services of Virginia Inc LUTH 5407747100 2609 McVitty Road Roanoke VA 24018 David Pruett Chief Financial Officer 5407747100 2020-02-11 70.169.57.222 2018 2020-09-23 17:36:50Z Raymond Ratke 2609 McVitty Rd Roanoke VA 24018 36501519 0 X www.lfsva.org X 1982 VA Our 420+ employees created abundant possibilities for the more than 1,000 people that we served daily in 2018-2019. We have seen lives transformed and productive pathways discovered. Our services are born of faith and open to all. 13 13 571 50 0 0 354731 385163 34900185 35700534 -373860 105637 17938 2727 34898994 36194061 0 0 0 0 18167064 18753865 0 0 157609 17247458 17623068 35414522 36376933 -515528 -182872 18465272 17765370 8473003 7873996 9992269 9891374 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 0 21452699 0 23498898 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, 2019 we helped 368 individuals have fuller, more complete lives. 7607644 9262171 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 31 localities, serving students across a wide range of disabilities. During the 2019 school year we helped 261 students reach their academic and behavioral goals, and, 22 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. 1886218 1639818 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, 2019, we helped 35 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, 2019, 42 individuals received post-adoption counseling, 16 families and 22 children received post-adoption case management, and twelve 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. 1513290 1273126 Community-Based Services - (Expenses $1,513,292, Revenues $1,273,126) Therapeutic Day Treatment (TDT) helps children from kindergarten through 8th grade overcome the emotional and behavioral issues that create barriers to learning so they can participate more fully in the classroom and avoid unnecessary out-of-school placements. Highly-trained LFSVA staff works with students individually, in public school classrooms and in group settings at least one hour per day. This service is offered during the school year and through a four-week summer program. During the year ended June 30, 2019, we provided TDT services to 149 children, and also provided outpatient mental health services to 144 children. 101330 0 Community Engagement - (Expenses $99,830, revenues $-0-) This program strengthens connections between LFSVA and church, community and civic groups. Our goal is to build a network of caring volunteers and strong civic and business involvement that will enable the individuals we serve to live fuller and more complete lives in their communities. 94198 26521 Employment Services - (Expenses $94,199, revenues $26,521) 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 2018-2019 fiscal year. For more information on our programs, please visit our website at www.lfsva.org or call 1-800-359-3834. 1708818 0 1299647 32655379 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 26 0 1 571 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 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 2609 McVitty Road Roanoke VA 24018 Rev Richard J Goeres President Board of Directors 2 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 1 0 X X 0 0 0 Ms Lisa Alderman Director 1 0 X 0 0 0 Mr Robert Burger 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 George W Marget Director 1 0 X 0 0 0 Bruce Swanson Director 1 0 X 0 0 0 Wanda Fisher Director 1 0 X 0 0 0 Raymond Ratke CEO 45 0 X 194975 0 32702 Tresha Lafon Chief Quality Officer 45 0 X 120178 0 6103 Lisa Morgan Chief Operating Officer 45 0 X 137027 0 17055 David A Pruett Chief Financial Officer 45 0 X 145528 0 31890 597708 0 87750 4 0 1 0 0 1387 0 0 0 0 383776 0 385163 Developmental Services 624100 23498898 23498898 0 0 Minnick Schools - Educational Services 611600 9262171 9262171 0 0 Treatment Foster Care, Adoption & Family Svcs 624100 1639818 1639818 0 0 Community Based Services 624100 1273126 1273126 0 0 Employment Services 624100 26521 26521 0 0 0 0 0 0 35700534 136059 0 0 136059 0 0 0 0 0 0 0 0 0 0 276739 297 304200 3258 -27461 -2961 -30422 0 0 -30422 0 Miscellaneous Revenue 624100 2727 2727 0 0 0 0 0 0 2727 36194061 35703261 0 105637 0 0 0 0 0 0 0 0 920592 0 920592 0 0 0 0 0 14014882 12376728 1541879 96275 350276 282993 56852 10431 2306650 2027442 264972 14236 1161465 981524 172747 7194 0 0 0 0 22847 15161 7686 0 26900 0 26900 0 0 0 0 0 0 0 6118 0 6118 0 21121 2372 18749 0 78355 58059 18324 1972 144007 133762 9893 352 198362 124080 67454 6828 0 0 0 0 1592381 1547894 39915 4572 320449 250867 65945 3637 0 0 0 0 0 0 0 0 295647 267485 28094 68 0 0 0 0 538405 493327 44535 543 183552 108503 74419 630 Foster Parent & Family Care Home Expenses 12982906 12982906 0 0 Staff Recruitment Retention & Development 234632 191636 41700 1296 Communications (phone, data) 177824 144549 31593 1682 Vehicle Expenses (maintenance, repairs, etc) 103530 78635 24199 696 696032 587456 101379 7197 36376933 32655379 3563945 157609 672577 409297 857471 729750 0 0 3585882 3434561 0 0 0 0 890871 850072 0 0 138471 145672 8383809 3387826 5217563 4995983 676238 882668 1856047 1855284 0 0 4533465 4422965 36687 39118 18465272 17765370 2492541 2317027 0 0 0 0 0 0 0 0 0 0 5980462 5556969 0 0 0 8473003 7873996 X 8313519 8202428 77875 88071 1600875 1600875 9992269 9891374 18465272 17765370 -182872 81977 0 0 0 0 X X 0 1 X 1 0 X 408167 380418 438587 354731 385163 1967066 27230614 30307909 33933938 34900185 35700534 162073180 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 27638781 30688327 34372525 35254916 36085697 164040246 27625 39761 62407 34452 72896 237141 0 0 0 0 0 0 27625 39761 62407 34452 72896 237141 163803105 69434 -11033 278031 229947 190575 756954 0 0 0 0 0 0 69434 -11033 278031 229947 190575 756954 0 0 0 0 0 0 9657 5227 -26602 19408 -234 7456 27717872 30682521 34623954 35504271 36276038 164804656 0.99392 0.99432 0.00459 0.00430 X Schedule A, Part III, Line 12 Other income includes miscellaneous small, non-recurring amounts received during the normal course of business such as rebates on equipment purchases RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 1998241 0 41685 0 250000 0 1789926 0 1 0 0 0 678669 1010504 1689173 0 4056578 1619050 2437528 0 581833 199608 382225 0 1456856 1254795 202061 0 599369 314373 284996 4995983 0 0 ELCA Pooled Trust-Eleanor Smelzer Endowment 1667980 F ELCA Pooled Trust- Minnick School Endowment 183533 F Micellaneous small donor - restricted funds 3771 F 1855284 36276038 81977 0 0 0 81977 36194061 0 0 0 36194061 36376933 0 0 0 0 0 36376933 0 0 0 36376933 Schedule D, Part V, Line 4 LFSVA maintains two endowment funds. The Minnick School Endowment Fund has a permanently-restricted corpus balance of $162,108 as June 30, 2019. 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 $1,438,767 as of June 30, 2019. The earnings from this fund are not restricted and can be used for organization needs or expenses. The total corpus of the two funds at June 30, 2019 of $1,600,875 is included on Form 990, Part X, Line 29 as permanently-restricted net assets. The market value of the funds at June 30, 2019 of $1,855,284 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 Students in LFSVA's Minnick Schools are referred to the Organization by local public school systems. At the time of the referrals, LFSVA and the localities enter into contractual agreements under which the local governments pay LFSVA'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 194975 0 0 0 0 0 2093 0 30609 0 227677 0 0 0 David A Pruett Chief Financial Officer 145528 0 0 0 0 0 6465 0 25425 0 177418 0 0 0 X 1 61432 Cost 0 0 1 0 Schedule M, Part I, Line 6 In 2019, LFSVA partnered with the Virginia Department of Rail and Public Transportation to acquire two wheelchair-accessible vans for use in our group homes. LFSVA was required to pay $15,358 to DRPT as a 20% "matching" contribution, and DRPT purchased the vans and had them delivered to our group homes. Since no cash was received by LFSVA, we have recorded as a non-cash contribution the 80% of the purchase price ($61,432) that was paid by DRPT to the van dealer. Form 990, Part VI, Section B, Line 11b A completed copy of Form 990 and all supporting schedules is distributed electronically to all members of the Board of Directors for their review. Form 990, Part VI, Section B, Line 12c Annually, the members of Board of Directors review the Organization's Code of Ethics and Conflict of Interest Policy. LFSVA also utilizes a confidential, independent third party reporting system that allows for anonymous reporting of any perceived conflict of interest. If a report is received by the third party, the Organization's Chief Quality Officer and/or his/her designated staff member investigates and provides follow-up. If the potential conflict of interest involves a member of the Executive Team, 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 From 2012 through 2017, LFSVA engaged an independent third-party consultant experienced in compensation processes. In 2012, the consultant worked with management to conduct a comprehensive salary study for all positions within the Organization to help ensure that LFSVA's compensation levels are competitive. The study process included a review of all job descriptions, a comparison of positions to market and the placement of all positions within LFSVA into pay grades. Concurrently, the Executive Committee of the Board of Directors worked with the consultant to complete a compensation for the executive positions within the Organization. The report was sent directly to the Board of Directors for their review. Subsequent to the studies, for each year through 2017 the consultant updated the minimum, midpoint and maximum compensation levels for each pay grade, and LFSVA has worked to ensure that the compensation for each employee is at or above the minimum levels established by the study. LFSVA's goal is that compensation for all positions within the organization will be at the median levels established by the updated compensation studies. In early 2018, the consultant engaged by LFSVA for the salary studies announced her retirement. In 2019, LFSVA contracted with a different consultant to provide this service to the Organization, and the updated study will be completed early 2020. Form 990, Part VI, Section C, Line 19 LFSVA states on its website (www.lfsva.org) that its governing documents, key policies (including the conflict of interest and whistleblower policies) annual audited financial statement and Form 990 are available upon request from the Organization's administrative office in Roanoke, VA. Form 990, Part XII, Line 2c The Organization's Board of Directors is responsible for selection and oversight of the independent auditors. The Finance Committee of the Board of Directors is responsible for direct oversight, and also makes recommendations to the full Board as to the Organization's auditors. 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 Lutheran Childrens' Home of the South Endowment Fund LLC 2609 McVitty Road Roanoke VA 24018 Investment of reserve funds VA 0 0 Lutheran Family Services of Virginia Inc Lamano Agency LLC 2609 McVitty Road Roanoke VA 24018 None VA 0 0 Lutheran Family Services of Virginia Inc