2025-11-04T15:14:29-05:00 2025-06-30 208934673 CLARKSON DAVID CPA PC 11541 NUCKOLS RD STE A GLEN ALLEN VA 23059 990 2024-07-01 541981307 COMMUNITY FUTURES FOUNDATION AND SUBSIDIARIES COMM 8043860925 9211 ARBORETUM PKWY STE 100 RICHMOND VA 23236 JASON A YOUNG MSW EXEC. DIRECTOR 8043860925 2025-10-31 true true CHERI G DAVID CPA CVA P00528623 8042700784 2025-10-31 2024 2025-03-06 01:10:19Z COMMUNITY BRAIN INJURY SERVICES JASON A YOUNG MSW 9211 ARBORETUM PKWY STE 100 RICHMOND VA 23236 1935971 false X WWW.COMMUNITYBRAININJURY.ORG X 2000 VA CBIS PROVIDES AN ARRAY OF FULLY ACCREDITED, INTENSIVE COMMUNITY BASED SERVICES TO SURVIVORS OF BRAIN INJURY IN THE RICHMOND AND PENINSULA AREAS OF VIRGINIA. DURING FY25, CBIS SERVED OVER 690 SURVIVORS OF BRAIN INJURY. 15 15 30 51 0 1460651 1742079 36444 36530 41204 56869 59959 72314 1598258 1907792 0 12906 17257 1060247 1305627 0 71174 405670 444167 1478823 1767051 119435 140741 2419764 2574391 444077 415218 1975687 2159173 X THE MISSION OF THE AGENCY IS "TO EMPOWER SURVIVORS OF BRAIN INJURY TO REGAIN AND MAINTAIN INDEPENDENCE THROUGH INNOVATIVE, OUTCOMES-BASED SERVICES". false false 1444822 1908536 ------------------------------------------------------------------------- COMMUNITY FUTURES FOUNDATION (THE "AGENCY") SERVES ADULTS WITH ACQUIRED BRAIN INJURIES AS A RESULT OF TRAUMA (E.G., MOTOR VEHICLE ACCIDENTS, FALLS OR ASSAULT) AND SURVIVORS OF STROKES, ANEURISMS AND ANOXIC BRAIN INJURIES. PARTICIPATING INDIVIDUALS ARE REFERRED TO AS MEMBERS OR CLIENTS DEPENDING UPON WHICH SERVICE THEY ENGAGE (HEREAFTER "MEMBERS") AND RANGE IN AGE FROM 18 TO 60+ YEARS OF AGE AND FROM SIX MONTHS TO 30+ YEARS POST-INJURY. MEMBERS ALSO RANGE IN ABILITY FROM REQUIRING SIGNIFICANT ASSISTANCE ON BASIC TASKS TO THOSE WHO ARE MORE INDEPENDENT IN DAILY ACTIVITIES PLAYING A MENTORING ROLE TO OTHERS. THE AGENCY CONDUCTS ITS ACTIVITIES AS COMMUNITY BRAIN INJURY SERVICES. THE AGENCY'S ACTIVITIES ARE PATTERNED AFTER THE CLUBHOUSE MODEL OF PSYCHOSOCIAL REHABILITATION ("CLUBHOUSE") CREATED BY MENTAL HEALTH PROFESSIONALS AND ACTIVELY IN USE FOR MORE THAN EIGHT DECADES. CLUBHOUSE PROGRAMS FOLLOW A STRICT SET OF GUIDELINES; ONE KEY COMPONENT TO THE CLUBHOUSE PHILOSOPHY IS AN EMPHASIS ON THE POWER OF WORK, A CENTRAL THEME IN OUR ADULT SOCIETY THAT DEFINES MANY INDIVIDUALS. THROUGH WORKING SIDE BY SIDE WITH THE AGENCY'S TRAINED STAFF, MEMBERS GAIN THE NECESSARY WORK SKILLS, BEHAVIORS, AND SELF-CONFIDENCE TO BECOME SUCCESSFUL VOCATIONALLY AND IN DAILY LIFE. THE AGENCY OPERATES TWO CLUBHOUSES (THE MILL HOUSE IN RICHMOND, VIRGINIA AND THE DENBIGH HOUSE IN NEWPORT NEWS, VIRGINIA), EACH DESIGNED TO CREATE AN ATMOSPHERE OF GROWTH, NEW POSSIBILITIES, AND ON-GOING SUPPORT LEADING TO IMPROVED SOCIAL AND VOCATIONAL OUTCOMES FOR EACH AND EVERY INDIVIDUAL. THE AGENCY ALSO PROVIDES INTENSIVE CASE MANAGEMENT SERVICES TO INDIVIDUALS WITH ACQUIRED BRAIN INJURIES LIVING IN A WIDE LOCALITY SERVICE AREA. GEOGRAPHIC AREAS HISTORICALLY SERVED IN THE COMMONWEALTH OF VIRGINIA INCLUDE HENRICO COUNTY, CHESTERFIELD COUNTY, CITY OF HAMPTON, CITY OF NEWPORT NEWS, YORK COUNTY, THE CITY OF RICHMOND AND TWELVE (12) OTHER LOCALITIES IN THE METRO RICHMOND AND VIRGINIA PENINSULA GEOGRAPHIC AREAS. IN 2023, THE AGENCY EXPANDED SERVICES TO INCLUDE SEVEN NEW LOCALITIES: SURRY, DINWIDDIE AND PRINCE GEORGE COUNTIES AND FOUR ADDITIONAL COUNTIES IN THE MIDDLE PENINSULA GEOGRAPHIC AREA. CASE MANAGEMENT IS A COLLABORATIVE SERVICE OF ASSISTING AN INDIVIDUAL AND THE INDIVIDUAL'S FAMILY OR SUPPORT SYSTEM BY IDENTIFYING AND ACCESSING THE NEEDS OF A MEMBER AND DEVELOPING AN INDIVIDUALIZED PLAN TO BEST MEET THOSE NEEDS. THE AGENCY IS ACCREDITED THROUGH THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES ("CARF"). CARF IS AN INTERNATIONALLY RECOGNIZED NON-PROFIT ACCREDITING BODY THAT PROVIDES ACCREDITATION IN THE HUMAN SERVICES FIELD FOCUSING ON THE AREAS OF REHABILITATION, EMPLOYMENT AND COMMUNITY, CHILD AND FAMILY, AND AGING SERVICES. CARF PROVIDES THREE LEVELS OF ACCREDITATION RANGING FROM ACCREDITATION WITH STIPULATIONS TO A FULL THREE-YEAR ACCREDITATION. SINCE 2006, THE AGENCY HAS RECEIVED CARF'S HIGHEST ACCREDITATION, THE THREE-YEAR ACCREDITATION WHICH SIGNIFIES THAT THE AGENCY (1) SATISFIES EACH OF THE CARF ACCREDITATION CONDITIONS, (2) DEMONSTRATES SUBSTANTIAL CONFORMITY TO SPECIFIC STANDARDS OF QUALITY, AND (3) MAINTAINS PROGRAMS DESIGNED AND OPERATED TO BENEFIT THE PERSONS IT SERVES. THE AGENCY RECENTLY COMPLETED ITS TRIENNIAL CARF ACCREDITATION SURVEY AND WAS AWARDED A 3 YEAR ACCREDITATION, THE HIGHEST LEVEL OF ACCREDITATION. NOTABLY, THE AGENCY RECEIVED ZERO RECOMMENDATIONS ON ITS MOST RECENT SURVEY, ONLY 3% OF ALL CARF ACCREDITED ORGANIZATIONS RECEIVE AN ACCREDITATION RESULT WITH ZERO RECOMMENDATIONS. THE AGENCY'S ACCREDITATION IS THROUGH OCTOBER 2028. FROM JULY 1, 2024 TO JUNE 30, 2025, THE AGENCY PROVIDED SERVICES TO 690 UNIQUE INDIVIDUALS DURING THE YEAR REPRESENTING AN INCREASE OF OVER 21% FROM THE 569 UNIQUE INDIVIDUALS SERVICES IN THE PRIOR FISCAL YEAR. THIS INCREASE IS DUE TO THE ADDITION OF AN INTAKE COORDINATOR POSITION STREAMLINING OUR INTAKE PROCESS FOR OUR CASE MANAGEMENT SERVICES, INCREASING OUR CAPACITY TO HANDLE MORE INTAKES, INFORMATION AND REFERRALS, AND CONSULTATIONS. WITH INCREASED FUNDING IN OUR STATE CONTRACT, WE WERE ALSO ABLE TO ADD AN ADDITIONAL CASE MANAGER IN OUR RICHMOND CASE MANAGEMENT SERVICE AREA, INCREASING THE CAPACITY TO SERVE MORE INDIVIDUALS IN THE METRO RICHMOND AREA AS WELL. THE AGENCY PROVIDED SERVICES IN A NUMBER OF DIFFERENT FORMATS, DEPENDING ON THE NEEDS OF THE INDIVIDUAL ACCESSING SERVICES, INCLUDING 268 ACTIVE CASES, 315 CASE CONSULTATIONS, AND 315 INFORMATION AND REFERRAL CASES. DURING THE FISCAL YEAR, THE AGENCY PROVIDED A TOTAL OF 5,001 DAYS OF SERVICES AT ITS CLUBHOUSES, WITH A NOTABLE INCREASE AT OUR MILL HOUSE PROGRAM IN RICHMOND- BRINGING OUR MILL HOUSE PROGRAM TO A WAITLIST BY THE END OF THE FISCAL YEAR. OUR CASE MANAGERS MAINTAIN REGULAR IN-PERSON, VIRTUAL, PHONE, AND EMAIL CONTACT WITH THE CLIENTS THEY SERVE, AND THE CRITICAL MEMBERS OF THEIR TREATMENT TEAM. DURING THE YEAR ENDED JUNE 30, 2025, CASE MANAGERS HAD 5,854 INDIVIDUAL CONTACTS WITH INDIVIDUALS SERVED AND ASSOCIATED TEAM MEMBERS. IN ADDITION, CASE MANAGERS AND CLUBHOUSE STAFF WORKED WITH INDIVIDUALS SERVED TO CREATE AND ATTEMPT 3,104 SEPARATE CLIENT AND MEMBER GOALS. OF THOSE, 2,615 WERE SUCCESSFULLY COMPLETED FOR A TOTAL OF 84% OF ALL CLIENT AND MEMBER GOALS BEING MET BY THEIR TARGET DATE. -------------------------------------------------------------------------- THE AGENCY IS THE GRATEFUL RECIPIENT OF INVALUABLE SERVICES FROM VOLUNTEERS WHO FULFILL GOVERNANCE ROLES AND PROVIDE PROGRAM SERVICE AT THE MILL HOUSE AND AT THE DENBIGH HOUSE. 1444822 true true false true false false false false false true true false false true true false false true false false false false false false true false false false false false false false false false false false false false false false false false true false false false false true 0 0 30 true false false false false false true true false false false false false false X 15 15 true true false false false false false true true false false true true true true true true true false false X X X X JASON A YOUNG 8043860925 9211 ARBORETUM PKWY STE 100 RICHMOND VA 23236 X ELLIOT BUCKNER ESQUIRE PRESIDENT 1.00 X X 0 0 0 KAREN GRAZIONALE RETIRED VICE PRESIDE 0.50 X X 0 0 0 FRANCIS LIU CPA TREASURER 1.00 X X 0 0 0 STEPHANIE GRANA ESQUIRE SECRETARY 0.50 X X 0 0 0 KARA BEATTY MD BOARD MEMBER 0.50 X 0 0 0 GRETCHEN BROPHY PHARMD BOARD MEMBER 0.50 X 0 0 0 LANCE ELWOOD M ED BOARD MEMBER 0.50 X 0 0 0 SHENEE MCCRAY LCSW BOARD MEMBER 0.50 X 0 0 0 PAULA LUMSDEN MA MS BOARD MEMBER 0.50 X 0 0 0 BEN CHAMBLEY BOARD MEMBER 0.50 X 0 0 0 IAN SLINKMAN BS BOARD MEMBER 0.50 X 0 0 0 LISA LEE DNP BOARD MEMBER 0.50 X 0 0 0 GABRIELLA CALDWELL-MILLER PHD LPC BOARD MEMBER 0.50 X 0 0 0 KRISTEN CALLEJA BOARD MEMBER 0.50 X 0 0 0 ELIZABETH HOGGE BOARD MEMBER 0.50 X 0 0 0 JASON A YOUNG MSW EXEC. DIRECT 40.00 X 120245 0 0 CLAIRE YARBOROUGH BS DEPUTY DIREC 40.00 X 84941 0 0 205186 1 false false false 3731 10047 1645268 83033 1742079 TE SE 26049 26049 MEDICAID FEES 9516 9516 FEE FOR SERVICE 965 965 36530 43507 43507 13597 235 13362 13362 13362 100258 27944 72314 72314 1907792 49892 115821 17257 17257 205186 111087 53062 41037 924201 885102 34755 4344 18270 16115 1421 734 75033 66548 5594 2891 82937 73155 6449 3333 11287 11287 25917 25917 37401 37401 32884 31161 1723 4382 4382 94937 52101 28478 14358 14509 6423 8086 6338 6338 80039 72234 4803 3002 31178 23931 5772 1475 MISCELLANEOUS 41199 7987 33212 PROGRAM SUPPLIES 41148 41148 MEMBER EVENTS 38307 38307 EQUIPMENT AND VEHICLES 12585 12585 -27944 -27944 1767051 1444822 251055 71174 57539 53352 678837 516319 23835 11287 11521 11315 1556764 722278 852928 834486 166535 925131 628569 222501 2419764 2574391 52677 60580 147388 112229 244012 242409 444077 415218 X 1809152 1969433 166535 189740 1975687 2159173 2419764 2574391 X 140741 42745 X false true X true false X 1058496 1159805 1330556 1460651 1742079 6751587 1058496 1159805 1330556 1460651 1742079 6751587 6751587 34815 -21216 30347 54064 43507 141517 59703 74270 77000 85749 100258 396980 7290084 188807 0.92610 0.92840 X PART II, LINE 10 FUNDRAISING EVENTS PAST 5 YRS 296,722 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1617 1617 323 81 414 379 479 323 1595 2393 104 95 120 81 400 600 SCHEDULE C, PART IV THE AGENCY'S EXECUTIVE DIRECTOR IS A REGISTERED LOBBYIST WITH THE COMMONWEALTH OF VIRGINIA AND SUBMITS A LOBBYIST'S DISCLOSURE STATEMENT TO THE OFFICE OF THE SECRETARY OF THE COMMONWEALTH ANNUALLY. THE EXECUTIVE DIRECTOR'S DISCLOSURE STATEMENT FOR FISCAL 2024 INDICATED THE EXECUTIVE DIRECTOR INCURRED EIGHT (8) HOURS OF HIS COMPENSABLE TIME MEETING WITH LEGISLATORS FOR PURPOSES OF FUNDING, ADVOCACY AND AWARENESS REGARDING THE IMPACT OF TRAUMATIC BRAIN INJURIES. TOTAL COMPENSATION AND RELATED LOBBYING EXPENDITURES REPORTED TO THE COMMONWEALTH OF VIRGINIA WERE 2,396 FOR THE YEAR ENDED JUNE 30, 2024. 166535 23205 189740 150546 15989 166535 138731 11815 150546 163541 -24810 138731 112550 20000 30991 163541 1.00000 false false 130000 130000 779301 343677 435624 246020 159188 86832 151547 89153 62394 249896 130260 119636 834486 OPERATING LEASE - ROU 222501 222501 ROU LIABILITY 242409 242409 1956883 21147 27944 49091 1907792 1907792 1794995 27944 27944 1767051 1767051 SCHEDULE D, PAGE 4, PART XI, LINE 2D DIRECT FUNDRAISING EXPENSES (REPORTED NET OF REVENUES) 27,944 SCHEDULE D, PAGE 4, PART XII, LINE 2D DIRECT FUNDRAISING EXPENSES (REPORTED NET OF REVENUES) 27,944 SILENT AUCTION 79753 79753 2915 14522 5530 PIG OUT 20505 20505 4977 100258 100258 2915 19499 5530 27944 72314 FORM 990 ------------------------------------------------------------------------ WHO WE ARE ------------------------------------------------------------------------ COMMUNITY BRAIN INJURY SERVICES PROVIDES SERVICES TO SURVIVORS OF BRAIN INJURY THAT ARE DESIGNED TO HELP SURVIVORS MORE FULLY RECOVER FROM INJURY AND BECOME MORE FULLY INTEGRATED INTO THE LARGER COMMUNITY. OUR SERVICES HELP SURVIVORS LIVE SAFELY AND INDEPENDENTLY IN THE COMMUNITY BY WORKING WITH INDIVIDUALS TO RELEARN AND REFINE WORK SKILLS AND REBUILD SELF-ESTEEM, AND BY OFFERING ACCESS TO APPROPRIATE SERVICES AND RESOURCES TO MEET THEIR NEEDS. OUR MISSION IS TO EMPOWER SURVIVORS OF BRAIN INJURY TO REGAIN AND MAINTAIN INDEPENDENCE THROUGH INNOVATIVE, OUTCOMES-BASED SERVICES. OUR VISION AT COMMUNITY BRAIN INJURY SERVICES IS FOR EVERY SURVIVOR OF BRAIN INJURY TO HAVE THE OPPORTUNITY TO REALIZE A LIFE OF PURPOSE AND SELF-DETERMINED VALUE. ------------------------------------------------------------------------ COMMUNITY BRAIN INJURY SERVICES GUIDING PRINCIPLES AND VALUES ------------------------------------------------------------------------ CORE PHILOSOPHY: WE DELIVER SERVICES WHICH ARE FLEXIBLE, RESPONSIVE AND FIRMLY ROOTED IN BEST PRACTICE. WE EMPOWER SURVIVORS OF BRAIN INJURY TO BE ACTIVE PARTICIPANTS IN THEIR OWN REHABILITATION, TO DEVELOP NEEDED COMMUNITY BASED SERVICES, AND TO ADVOCATE FOR THE INDIVIDUAL AND MACRO- LEVEL NEEDS OF THE BRAIN INJURY COMMUNITY. "PERSON-CENTERED SERVICE PLANNING": PERSONS RECEIVING SERVICES ARE, AT ALL TIMES, THE CENTRAL DRIVING FORCE IN ALL PLANNING EFFORTS, SERVICE DELIVERY OPTIONS, AND DECISIONS REGARDING THEIR RECOVERY FROM THEIR BRAIN INJURIES. "TEAM BASED SERVICE COORDINATION": ALL SERVICES ARE WELL INTEGRATED WITH EXISTING SERVICES IN THE COMMUNITY. WE ARE THE "HUB" OF EACH INDIVIDUAL'S TEAM, COORDINATING SERVICES AND PROVIDING PROMPT COMMUNICATION TO ALL TEAM AND FAMILY MEMBERS. THE ULTIMATE OUTCOME OF OUR SERVICE COORDINATION IS A STRONG TEAM IN PLACE TO SUPPORT EACH INDIVIDUAL TO MEET THEIR VOCATIONAL AND LIFE GOALS. "EXCEPTIONAL STAFF": WE RECRUIT, HIRE, AND RETAIN HIGHLY QUALIFIED STAFF THAT ARE DEDICATED TO OUR SERVICE PHILOSOPHY AND THE INDIVIDUALS WE SERVE. STAFF ARE PROVIDED THE MOST UP-TO-DATE TRAINING AND INFORMATION ON BEST PRACTICES IN OUR FIELD. "INVITING ATMOSPHERE": ALL CBIS PROGRAMS HAVE A WELCOMING AND THERAPEUTIC ATMOSPHERE. AN ATTRACTIVE, WELL-ORGANIZED, FRIENDLY ENVIRONMENT OFFERS A GOOD INITIAL IMPRESSION TO OUR STAKEHOLDERS. PARTICIPANTS OF ALL PROGRAMS ARE INVOLVED AS MUCH AS POSSIBLE IN DEVELOPING AND MAINTAINING AN INVITING ATMOSPHERE AT THE PROGRAM. "OUTCOMES ORIENTED": SERVICES ARE FOCUSED ON OBTAINING MEANINGFUL RESULTS FOR THOSE TO WHOM THE SERVICE IS PROVIDED. PROGRAM RESULTS INCLUDE DELIVERY OF SERVICES IN AN EFFICIENT, EFFECTIVE FASHION, WHILE AT THE SAME TIME PROVIDING A HIGH LEVEL OF STAKEHOLDER SATISFACTION. OUR STAKEHOLDERS INCLUDE OUR CLIENTS, THEIR FAMILY MEMBERS, REFERRAL AND FUNDING SOURCES. FORM 990, PAGE 1, PART I, LINE 6 VOLUNTEERS PROVIDE BOARD SERVICES AND ASSIST WITH PROGRAM SERVICE. FORM 990, PAGE 2, PART III, LINE 4A ------------------------------------------------------------------------- COMMUNITY FUTURES FOUNDATION (THE "AGENCY") SERVES ADULTS WITH ACQUIRED BRAIN INJURIES AS A RESULT OF TRAUMA (E.G., MOTOR VEHICLE ACCIDENTS, FALLS OR ASSAULT) AND SURVIVORS OF STROKES, ANEURISMS AND ANOXIC BRAIN INJURIES. PARTICIPATING INDIVIDUALS ARE REFERRED TO AS MEMBERS OR CLIENTS DEPENDING UPON WHICH SERVICE THEY ENGAGE (HEREAFTER "MEMBERS") AND RANGE IN AGE FROM 18 TO 60+ YEARS OF AGE AND FROM SIX MONTHS TO 30+ YEARS POST-INJURY. MEMBERS ALSO RANGE IN ABILITY FROM REQUIRING SIGNIFICANT ASSISTANCE ON BASIC TASKS TO THOSE WHO ARE MORE INDEPENDENT IN DAILY ACTIVITIES PLAYING A MENTORING ROLE TO OTHERS. THE AGENCY CONDUCTS ITS ACTIVITIES AS COMMUNITY BRAIN INJURY SERVICES. THE AGENCY'S ACTIVITIES ARE PATTERNED AFTER THE CLUBHOUSE MODEL OF PSYCHOSOCIAL REHABILITATION ("CLUBHOUSE") CREATED BY MENTAL HEALTH PROFESSIONALS AND ACTIVELY IN USE FOR MORE THAN EIGHT DECADES. CLUBHOUSE PROGRAMS FOLLOW A STRICT SET OF GUIDELINES; ONE KEY COMPONENT TO THE CLUBHOUSE PHILOSOPHY IS AN EMPHASIS ON THE POWER OF WORK, A CENTRAL THEME IN OUR ADULT SOCIETY THAT DEFINES MANY INDIVIDUALS. THROUGH WORKING SIDE BY SIDE WITH THE AGENCY'S TRAINED STAFF, MEMBERS GAIN THE NECESSARY WORK SKILLS, BEHAVIORS, AND SELF-CONFIDENCE TO BECOME SUCCESSFUL VOCATIONALLY AND IN DAILY LIFE. THE AGENCY OPERATES TWO CLUBHOUSES (THE MILL HOUSE IN RICHMOND, VIRGINIA AND THE DENBIGH HOUSE IN NEWPORT NEWS, VIRGINIA), EACH DESIGNED TO CREATE AN ATMOSPHERE OF GROWTH, NEW POSSIBILITIES, AND ON-GOING SUPPORT LEADING TO IMPROVED SOCIAL AND VOCATIONAL OUTCOMES FOR EACH AND EVERY INDIVIDUAL. THE AGENCY ALSO PROVIDES INTENSIVE CASE MANAGEMENT SERVICES TO INDIVIDUALS WITH ACQUIRED BRAIN INJURIES LIVING IN A WIDE LOCALITY SERVICE AREA. GEOGRAPHIC AREAS HISTORICALLY SERVED IN THE COMMONWEALTH OF VIRGINIA INCLUDE HENRICO COUNTY, CHESTERFIELD COUNTY, CITY OF HAMPTON, CITY OF NEWPORT NEWS, YORK COUNTY, THE CITY OF RICHMOND AND TWELVE (12) OTHER LOCALITIES IN THE METRO RICHMOND AND VIRGINIA PENINSULA GEOGRAPHIC AREAS. IN 2023, THE AGENCY EXPANDED SERVICES TO INCLUDE SEVEN NEW LOCALITIES: SURRY, DINWIDDIE AND PRINCE GEORGE COUNTIES AND FOUR ADDITIONAL COUNTIES IN THE MIDDLE PENINSULA GEOGRAPHIC AREA. CASE MANAGEMENT IS A COLLABORATIVE SERVICE OF ASSISTING AN INDIVIDUAL AND THE INDIVIDUAL'S FAMILY OR SUPPORT SYSTEM BY IDENTIFYING AND ACCESSING THE NEEDS OF A MEMBER AND DEVELOPING AN INDIVIDUALIZED PLAN TO BEST MEET THOSE NEEDS. THE AGENCY IS ACCREDITED THROUGH THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES ("CARF"). CARF IS AN INTERNATIONALLY RECOGNIZED NON-PROFIT ACCREDITING BODY THAT PROVIDES ACCREDITATION IN THE HUMAN SERVICES FIELD FOCUSING ON THE AREAS OF REHABILITATION, EMPLOYMENT AND COMMUNITY, CHILD AND FAMILY, AND AGING SERVICES. CARF PROVIDES THREE LEVELS OF ACCREDITATION RANGING FROM ACCREDITATION WITH STIPULATIONS TO A FULL THREE-YEAR ACCREDITATION. SINCE 2006, THE AGENCY HAS RECEIVED CARF'S HIGHEST ACCREDITATION, THE THREE-YEAR ACCREDITATION WHICH SIGNIFIES THAT THE AGENCY (1) SATISFIES EACH OF THE CARF ACCREDITATION CONDITIONS, (2) DEMONSTRATES SUBSTANTIAL CONFORMITY TO SPECIFIC STANDARDS OF QUALITY, AND (3) MAINTAINS PROGRAMS DESIGNED AND OPERATED TO BENEFIT THE PERSONS IT SERVES. THE AGENCY RECENTLY COMPLETED ITS TRIENNIAL CARF ACCREDITATION SURVEY AND WAS AWARDED A 3 YEAR ACCREDITATION, THE HIGHEST LEVEL OF ACCREDITATION. NOTABLY, THE AGENCY RECEIVED ZERO RECOMMENDATIONS ON ITS MOST RECENT SURVEY, ONLY 3% OF ALL CARF ACCREDITED ORGANIZATIONS RECEIVE AN ACCREDITATION RESULT WITH ZERO RECOMMENDATIONS. THE AGENCY'S ACCREDITATION IS THROUGH OCTOBER 2028. FROM JULY 1, 2024 TO JUNE 30, 2025, THE AGENCY PROVIDED SERVICES TO 690 UNIQUE INDIVIDUALS DURING THE YEAR REPRESENTING AN INCREASE OF OVER 21% FROM THE 569 UNIQUE INDIVIDUALS SERVICES IN THE PRIOR FISCAL YEAR. THIS INCREASE IS DUE TO THE ADDITION OF AN INTAKE COORDINATOR POSITION STREAMLINING OUR INTAKE PROCESS FOR OUR CASE MANAGEMENT SERVICES, INCREASING OUR CAPACITY TO HANDLE MORE INTAKES, INFORMATION AND REFERRALS, AND CONSULTATIONS. WITH INCREASED FUNDING IN OUR STATE CONTRACT, WE WERE ALSO ABLE TO ADD AN ADDITIONAL CASE MANAGER IN OUR RICHMOND CASE MANAGEMENT SERVICE AREA, INCREASING THE CAPACITY TO SERVE MORE INDIVIDUALS IN THE METRO RICHMOND AREA AS WELL. THE AGENCY PROVIDED SERVICES IN A NUMBER OF DIFFERENT FORMATS, DEPENDING ON THE NEEDS OF THE INDIVIDUAL ACCESSING SERVICES, INCLUDING 268 ACTIVE CASES, 315 CASE CONSULTATIONS, AND 315 INFORMATION AND REFERRAL CASES. DURING THE FISCAL YEAR, THE AGENCY PROVIDED A TOTAL OF 5,001 DAYS OF SERVICES AT ITS CLUBHOUSES, WITH A NOTABLE INCREASE AT OUR MILL HOUSE PROGRAM IN RICHMOND- BRINGING OUR MILL HOUSE PROGRAM TO A WAITLIST BY THE END OF THE FISCAL YEAR. OUR CASE MANAGERS MAINTAIN REGULAR IN-PERSON, VIRTUAL, PHONE, AND EMAIL CONTACT WITH THE CLIENTS THEY SERVE, AND THE CRITICAL MEMBERS OF THEIR TREATMENT TEAM. DURING THE YEAR ENDED JUNE 30, 2025, CASE MANAGERS HAD 5,854 INDIVIDUAL CONTACTS WITH INDIVIDUALS SERVED AND ASSOCIATED TEAM MEMBERS. IN ADDITION, CASE MANAGERS AND CLUBHOUSE STAFF WORKED WITH INDIVIDUALS SERVED TO CREATE AND ATTEMPT 3,104 SEPARATE CLIENT AND MEMBER GOALS. OF THOSE, 2,615 WERE SUCCESSFULLY COMPLETED FOR A TOTAL OF 84% OF ALL CLIENT AND MEMBER GOALS BEING MET BY THEIR TARGET DATE. -------------------------------------------------------------------------- THE AGENCY IS THE GRATEFUL RECIPIENT OF INVALUABLE SERVICES FROM VOLUNTEERS WHO FULFILL GOVERNANCE ROLES AND PROVIDE PROGRAM SERVICE AT THE MILL HOUSE AND AT THE DENBIGH HOUSE. FORM 990, PAGE 6, PART VI, LINE 2 ELLIOTT BUCKNER STEPHANIE GRANA CANTOR GRANA CANTOR GRANA BUSINESS PARTNERS FORM 990, PAGE 6, PART VI, LINE 3 ------------------------------------------------------------------------- PAYROLL PREPARATION DUTIES HAVE BEEN OUTSOURCED TO PAYCHEX. ------------------------------------------------------------------------- FORM 990, PAGE 6, PART VI, LINE 11B ------------------------------------------------------------------------- THE AGENCY'S DRAFT FORM 990 AND UNDERLYING CONSOLIDATED FINANCIAL STATEMENTS WERE PRESENTED TO THE AGENCY'S FINANCE COMMITTEE FOR REVIEW AND APPROVAL ON OCTOBER 17, 2025. UPON APPROVAL, THE DRAFT FORM 990 AND UNDERLYING CONSOLIDATED FINANCIAL STATEMENTS WERE ELECTRONICALLY DISTRIBUTED TO THE AGENCY'S BOARD OF DIRECTORS FOR REVIEW AND COMMENT APPROXIMATELY 7 DAYS PRIOR TO FILING. ------------------------------------------------------------------------ FORM 990, PAGE 6, PART VI, LINE 12C ------------------------------------------------------------------------- THE BOARD OF DIRECTORS, ALL OF WHOM ARE INDEPENDENT OF THE AGENCY, MONITORS AND ENFORCES ALL KNOWN OR SUSPECTED CONFLICTS OF INTEREST THROUGH ANNUAL DISCLOSURES BY ALL BOARD MEMBERS AND DISCUSSION/EVALUATION OF ALL REPORTED OR SUSPECTED CONFLICTS OF INTEREST (EXCLUSIVE OF PARTICIPATION AND ATTENDANCE OF THE CONFLICTED BOARD MEMBER). IN ACCORDANCE WITH BEST PRACTICES IN THE BRAIN INJURY REHABILITATION ARENA AND PURSUANT TO RECOMMENDATIONS BY THE AGENCY'S ACCREDITING BODY, THE AGENCY'S BOARD OF DIRECTORS INCLUDES FAMILY REPRESENTATIVES OF MEMBERS PARTICIPATING IN THE AGENCY'S PROGRAMS. THE BOARD OF DIRECTORS HAVE EVALUATED THE SERVICES RECEIVED TO THESE MEMBERS AND HAVE CONCLUDED THAT SUCH SERVICES WERE NOT PREFERENTIAL IN ANY MANNER. THESE DISCUSSIONS AND EVALUATIONS ARE DOCUMENTED IN THE AGENCY'S BOARD MINUTES. -------------------------------------------------------------------------- FORM 990, PAGE 6, PART VI, LINE 15A -------------------------------------------------------------------------- THE EXECUTIVE DIRECTOR'S COMPENSATION AND BENEFIT PACKAGE IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, ALL OF WHOM ARE INDEPENDENT OF THE AGENCY. THE EXECUTIVE COMMITTEE USES COMPENSATION DATA PROVIDED BY INDEPENDENT THIRD PARTIES, INTERNET BASED RESEARCH AND LOCAL/REGIONAL DATA IN THE ANNUAL REVIEW. ------------------------------------------------------------------------- FORM 990, PAGE 6, PART VI, LINE 18 THE AGENCY'S FORM 990 IS AVAILABLE ON GUIDESTAR. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST TO JASON A. YOUNG, EXECUTIVE DIRECTOR, AT THE AGENCY'S ADDRESS. FORM 990, PART VII CLAIRE YARBOROUGH, DEPUTY DIRECTOR, SERVES AS CHIEF ACCOUNTING OFFICER. FORM 990, PART XI, LINE 9 DIRECT FUNDRAISING EXPENSES (REPORTED NET OF REVENUES) 27,944 DIRECT FUNDRAISING EXPENSES (REPORTED NET OF REVENUES) -27,944 DENBIGH PROPERTIES LLC 9211 ARBORETUM PKWY 100 RICHMOND VA 23236 205579973 REALESTATE VA 33932 190999 N/A SHRADER PROPERTIES LLC 9211 ARBORETUM PKWY 100 RICHMOND VA 23236 264112597 REALESTATE VA 67635 805692 N/A SCHEDULE R ALL INTERCOMPANY TRANSACTIONS WITH DENBIGH PROPERTIES, LLC AND SHRADER PROPERTIES, LLC HAVE BEEN ELIMINATED IN CONSOLIDATION.