2018-02-06T12:37:41-06:00 2017-06-30 420714325 RSM US LLP 1861 International Drive STE 400 Mclean VA 22102 990 2016-07-01 540791977 NORTHERN VIRGINIA FAMILY SERVICE NORT 5717482500 10455 WHITE GRANITE DRIVE No 100 OAKTON VA 22124 Stephanie Berkowitz PRESIDENT & CEO 5717482500 2018-02-05 1 Yong Zhang CPA P01249785 7033366400 66.98.98.5 2018-02-05 08:07:20 ES P EFB92B8A8EFDCA340F5139725F273142AD422375 3BD4D9C23E944639EC8110E737AF23A9402AD9E1 2016 2021-01-29 14:40:06Z Stephanie Berkowitz 10455 WHITE GRANITE DRIVE No 100 OAKTON VA 22124 37467379 0 X www.nvfs.org X 1924 VA TO EMPOWER INDIVIDUALS AND FAMILIES TO IMPROVE THEIR QUALITY OF LIFE AND TO PROMOTE COMMUNITY COOPERATION AND SUPPORT IN RESPONDING TO FAMILY NEEDS. 26 25 599 6327 0 0 29110349 31551580 3003189 3116425 47712 182060 2040734 1797197 34201984 36647262 9309068 9418255 0 0 19158182 20739654 0 0 1367104 5935359 6537533 34402609 36695442 -200625 -48180 15411875 15540295 6435614 6469630 8976261 9070665 X See Schedule O 0 0 8572482 4020955 117664 Homeless and Housing Services: The SERVE Campus in Manassas provides a full continuum of housing options: homelessness prevention, 92-bed emergency family shelter, rapid rehousing, housing location services, and affordable rentals, coupled with comprehensive support services. SERVE's approach is to rapidly house families in order to prevent new cases of homelessness, minimize their time being homeless, and maximize their opportunities for stable housing. In FY17, the average length of stay in the shelter was 36 days. 42% moved out into permanent housing and 99% of families and individuals served were able to maintain stable housing.NVFS operates two additional homeless shelters: the Hilda Barg Homeless Prevention Center in Woodbridge and the Bailey's Crossroads Community Shelter in Fairfax County. Hilda Barg and SERVE provide services to singles as well as families, while Bailey's serves singles only and also provides seasonal hypothermia prevention and street outreach. In FY17, the average length of stay at Bailey's was 45 days. 41% moved out into permanent housing and 81% of those served were able to maintain stable housing. The average length of stay at Hilda Barg was 37 days. 36% moved out into permanent housing and 100% of families and individuals served were able to maintain stable housing. NVFS provides a full-range of services to help families address immediate needs and work towards long-term self-sufficiency. Meeting emergency needs, such as food and shelter, as well as providing direct assistance for rent and utilities, provides support for families through crisis. $3.2 million in emergency assistance for utility, rent, water, and gas payments was disbursed in FY17. Housing programs providing community based subsidies and affordable rentals help clients achieve long-term stable housing goals. 86% of client households increased their financial independence.Note: NVFS, in partnership and mutual agreement with Fairfax County, transferred the Bailey's Shelter contract to a new provider as of September 30, 2017, as plans for shelter expansion were no longer a fit with NVFS' core service areas and strategic goals. 6766830 6096 361716 Early Childhood Services:Early Head Start (EHS) and Head Start: Provides center and home-based services to children ages 6 weeks through 5 years. NVFS operates 5 EHS centers, one of which was built through NVFS fundraising efforts, and a large Head Start Center in Arlington for 204 children ages 3 to 5. In addition, through our EHS grant and subcontractor agreements, NVFS supports 2 other EHS sites. As well as providing quality care in a stimulating and safe environment, NVFS prepares children to succeed in school. Trained staff meet regularly with parents to ensure safe homes, strong parenting skills, and a plan for their economic independence. A combined total of 776 children participated in these programs in FY17. 100% demonstrated school readiness, have a medical home (eliminating the need to use emergency medical services for routine care), and were current on immunizations. 5702808 3726023 10040 Health Access and Nutrition Services:Health Access: In FY17, over 3,800 children accessed reduced-fee medical care and over 2,200 children and adults received reduced-fee dental care. Access to free and reduced cost medications (valued at nearly $17 million) was provided to more than 2,300 individuals who otherwise could not afford their prescriptions.Hunger Resource Center: Located on the SERVE Campus in Manassas, this is the greater Prince William area's largest food distribution center, serving nearly 5,000 individuals in FY17. Nutrition education and SNAP outreach are also provided throughout the area. 3265368 366812 Child Abuse Prevention (Healthy Families) Services:As a leader in the region, NVFS launched the first Healthy Families program in Northern Virginia and now operates in 5 local jurisdictions. First-time parents assessed as having significant barriers to successful parenting are linked prenatally with a family support social worker. The goal is to build strong parenting skills, ensure a healthy delivery, monitor developmental milestones, prevent child abuse and neglect, and to ensure that a child entering school is ready to learn and be successful. Parents are given the tools to succeed as parents in their own journey towards self-sufficiency. In FY17, 96% of the children met age-appropriate developmental milestones and were current on their immunizations. 94% of the mothers had at least 2 years between subsequent births. 2652271 70260 355487 Youth Initiatives and Multicultural Services:Youth Initiatives: Intensive case management services were provided to 1,594 youth and their parents to promote healthy families. As a result, 94% of gang-involved youth reduced their gang activity and 84% maintained or improved school performance. 98% indicated they had obtained new knowledge and skills that strengthened their family functioning.Multicultural Center: Learning and adjusting are the two operative words that describe most people new to the United States. Whether immigrating by choice for better opportunities, or forced to flee here from another country, the same difficulties present themselves to the newcomer: language, culture and economics. Some are more prepared than others. Many, though, are in need of services and support that enable a successful transition for themselves and their families. The Multicultural Center offers a broad range of mental health, social, educational, health, and legal services geared to the unique values and characteristics of individuals and families from diverse cultures. NVFS' Multicultural Center is staffed by multi-ethnic, multilingual social workers, counselors, psychiatrists and graduate interns from local universities.Legal Services: Provides legal consultation and representation to immigrants seeking legal status, U.S. citizenship, reunification with family members, or challenging deportation. All NVFS attorneys are experts in humanitarian immigration law, including asylum, "Convention Against Torture Protection", "Violence Against Women Act" applications for survivors of domestic violence, U visa applications for victims of violent crime, T visa applications for victims of human trafficking, and "Special Immigrant Juvenile Status" for children who were abused, abandoned, or neglected. All immigration services are offered for free or at low cost to clients. In FY17, approximately 1,700 legal cases were accepted by the NVFS legal team; 99% of these cases where a decision was made were approved. 46 clients became U.S. citizens and 72 clients became U.S. permanent residents. 1669523 813685 2145091 Child Placement Services:Foster Care: Therapeutic Foster Care provides temporary, quality, family settings for children with special needs who may have experienced abuse and neglect. As a result, the children are given the opportunity to develop to their fullest potential.The program serves children from birth through age eighteen who have emotional, behavioral, physical or developmental needs that cannot be met in their own homes. NVFS social workers carefully match each child with an appropriate, trained foster family. Foster parents receive intensive, specialized training and emphasis is placed on recruiting from culturally diverse backgrounds.In FY17, foster care was provided to 68 children. 12 of these children were reunified with their families, 10 were adopted, and 15 additional adoptions are currently in process. 1394395 414424 126481 Workforce Development Services:Training Futures: Provides a 25-week curriculum focused on administrative/computer skills, along with special attention to preparation for office positions in the health care and Information Technology industries. Training Futures has received national recognition as a top-performing workforce development adult training program, annually exceeding national industry benchmarks. In FY17, 97% of trainees graduated. In addition, 64% of trainees also earned a Microsoft Office Certification. Of the trainees who graduated in June 2017, 74% (51 individuals) are employed in training-related jobs earning an average of $16.60 an hour (87% increase over pre-training wages). Escala: This is an entrepreneurship program operated in Spanish, providing tools and training to help entrepreneurs launch small businesses. In FY17, Escala created 17 new businesses; 40 clients accessed loans to grow their businesses; and 48 clients received zero-interest loans through Lending Circles, improving their credit score with a 100% repayment rate. Vehicles for Change: 70 cars were distributed to low-income families in FY17, ensuring working families had reliable transportation to get to their jobs, school, doctors' appointments, and child care.Workforce Development Services also include an employment pilot program which works in close collaboration with Housing Services to provide one-on-one employment and job development support to clients participating in NVFS' short-term housing subsidy program. 1274091 1476020 Thrift Shops:In FY17, NVFS operated three Thrifts Shops throughout the region: in Centreville, Falls Church, and Manassas. The Manassas store was closed at the end of FY17. The Thrift Shops provide wonderful opportunities for individual, corporate and community volunteerism, and provide financial support to NVFS programs through the sale of donated goods. 10255648 1665181 4103079 31297768 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 463 0 1 599 1 0 0 0 0 0 1 1 0 0 0 1 0 X 26 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA CA MD ME NC NY X Beth Dargatis 5717482500 10455 white granite dr ste 100 oakton VA 22124 Barbara Rudin Chair 2.00 X X 0 0 0 Steve Alloy Secretary 2.00 X X 0 0 0 Warrenetta Baker Treasurer 2.00 X X 0 0 0 Jennifer Aument Board Member 2.00 X 0 0 0 Sue Bresnahan Board Member 2.00 X 0 0 0 Alfredo Casta Board Member 2.00 X 0 0 0 Carrie Dooher Board Member 2.00 X 0 0 0 Mike Dudzik Board Member 2.00 X 0 0 0 Joe Fay Board Member 2.00 X 0 0 0 Steve Gladis Board Member 2.00 X 0 0 0 Juan Pablo Gonzalez Board Member 2.00 X 0 0 0 John Heltzel Board Member 2.00 X 0 0 0 Weetie Hill Board Member 2.00 X 0 0 0 Brian K Jackson Board Member 2.00 X 0 0 0 Marc Katz Board Member 2.00 X 0 0 0 Timothy F Kenny Board Member 2.00 X 0 0 0 David Leudemann Board Member 2.00 X 0 0 0 Derek Ligeikis Board Member 2.00 X 0 0 0 Misti Mukherjee Board Member 2.00 X 0 0 0 My-Chau Nguyen Board Member 2.00 X 0 0 0 Steve Nickelsburg Board Member 2.00 X 0 0 0 Edward Sturms Board Member 2.00 X 0 0 0 Casey Veatch Board Member 2.00 X 0 0 0 Derek Whitwer Board Member 2.00 X 0 0 0 Judy Wine Board Member 2.00 X 0 0 0 Stephanie Berkowitz President & CEO 37.50 X X 210231 0 26674 Melissa Saverine CFO (through 4/28/17) 37.50 X 29269 0 2146 Charles Szymanski COO (through 10/21/16) 37.50 X 145500 0 16616 BETH DARGATIS DIRECTOR OF FINANCE 37.50 X 120492 0 8650 Jacqueline Dendievel Vice President of HR 37.50 X 117279 0 9039 Laurent Poirot Vice President of IT 37.50 X 115777 0 29168 Malinda Langford Senior Vice President of Programs 37.50 X 104813 0 9517 Jennifer McCollum Vice President of Development 37.50 X 104550 0 12067 Laurie Tarpey FMR CFO 0.00 X 107557 0 5630 1055468 0 119507 8 1 1 0 Wonderful Virginia Academy 13420 Minnieville Road Woodbridge VA 22193 Early Head Start Childcare 183802 Nikki's Christian Daycare & Learning Cen 14900 Cloverdale Road Woodbridge VA 22193 Early Head Start Childcare 142986 Virginia Literacy Foundation 413 Stuart Circle Richmond VA 23220 Training 132600 3 73938 23832936 7644706 4805924 31551580 FAMILY & COMMUNITY SVC 900099 3116425 3116425 3116425 62003 62003 222912 400217 222928 280144 -16 120073 120057 120057 636890 73938 317045 319845 319845 1476074 0 1476074 1476074 OTHER INCOME 900099 1278 1278 1278 36647262 4592499 0 503183 500346 500346 8917909 8917909 430436 430436 16414144 13763703 2064237 586204 612788 516110 74699 21979 1969867 1640394 259617 69856 1312419 1076918 189641 45860 84787 20000 64787 9285 9285 758495 442042 228472 87981 2268 817 1451 1996343 1135400 214731 646212 1761179 1539311 178413 43455 292451 276533 12005 3913 262323 238357 16954 7012 44315 43965 344 6 301724 264757 31570 5397 161290 133059 26670 1561 Nutrition Services 461290 461290 EQUIPMENT REPAIR/MAINTE 178153 165356 12573 224 Recruiting 119705 29309 47412 42984 fund. exp on Part VIII -317044 -317044 420969 132192 168724 120053 36695442 31297768 4030570 1367104 1931355 1607994 247780 219270 377453 429726 3230051 3850422 449517 528204 631145 898099 9038707 3066512 6455835 5972195 2062930 2008576 25809 25809 15411875 15540295 2155704 2354480 750591 782033 2664904 2580216 864415 752901 6435614 6469630 X 7971501 8037781 997260 1025384 7500 7500 8976261 9070665 15411875 15540295 -48180 142584 0 X X 0 1 X 1 1 1 X 24668165 24579590 27093935 29110349 31551580 137003619 24668165 24579590 27093935 29110349 31551580 137003619 137003619 37614 38444 26926 47617 62003 212604 660435 708590 1111325 769448 638168 3887966 141104189 21282529 0.97090 0.96980 X Schedule A, Part II, Line 10, Explanation of Other Income: other Income from exempt activities - 2012 Amount: $ 8,022. 2013 Amount: $ 4,870. 2014 Amount: $ 9,787. 2015 Amount: $ 16,871. 2016 Amount: $ 1,278. Fundraising - 2012 Amount: $ 652,413. 2013 Amount: $ 703,720. 2014 Amount: $ 1,101,538. 2015 Amount: $ 752,577. 2016 Amount: $ 636,890. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 369 0 0 1 3816 0 1 2700 6885 0 Part II-B, Line 1: Access Point Public Affairs - lobbying firm Schedule C, Part II-B For II-B, line 1a, volunteers are board members who occasionally call, email or visit legislators to advocate for funding for human services in the areas of NVFS focus. For II-B, line 1b, paid staff consists of our CEO only. For II-B, line 1d, mailings consist of emails, not posted mail and consume approximately 2-3 hours per year of CEO time. Amount on line 1d is the allocated portion of CEO compensation expense for 3 hours of her time. For II-B, line 1g, Direct contact consists of phone calls or visits by CEO and unpaid Board members. Amount on Line 1g is allocated portion of CEO compensation expense for 1.5% of her time, plus mileage reimbursement for two trips to Richmond. Board members participate in one trip to Richmond annually. 7500 7500 7500 7500 7500 7500 7500 7500 7500 7500 1.00000 0 0 815597 815597 7099510 2437743 4661767 601165 229779 371386 427276 337802 89474 95159 61188 33971 5972195 deferred rent 752901 752901 X 38941750 142584 1834860 317044 2294488 36647262 0 36647262 38847346 1834860 317044 2151904 36695442 0 36695442 Part V, Line 4: These funds are permanently invested and earnings are available for programs & operations. Part X, Line 2: Income taxes: NVFS is generally exempt from federal income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code. In addition, NVFS qualifies for the charitable contributions deductions and has been classified as an organization that is not a private foundation. Income which is not related to exempt purposes, less applicable deductions, is subject to federal and state corporate income taxes. Management evaluated NVFS's tax positions and concluded that NVFS has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of the guidance under the accounting topic for uncertainty in income taxes. Generally, NVFS is no longer subject to income tax examinations by the U.S. federal, state or local tax authorities for years before 2014. Part XI, Line 2d - Other Adjustments: fundraising events expense reported on line 8b 317,044. Part XII, Line 2d - Other Adjustments: fundraising events expense reported on line 8b 317,044. Gala dinner & auction 597565 66125 531440 175445 72893 43394 Bowlathon 63791 1989 61802 2882 1925 447 2 49472 5824 43648 2175 8505 9379 710828 73938 636890 180502 83323 53220 317045 319845 1 UNITED COMMUNITY MINISTRIES 7511 FORDSON ROAD ALEXANDRIA VA 22306 540850780 501(c)(3) 351919 Support for Healthy Families program Cornerstones 11150 SUNSET HILLS ROAD RESTON VA 20190 541037615 501(c)(3) 83621 Support for BA Employment Pilot New Hope Housing 8407 E RICHMOND HWY aLEXANDRIA VA 22309 541060634 501(c)(3) 50006 Support for Bridging Affordability Program Streelight Community Outreach Ministries 1550 Prince William Pkwy Woodbridge VA 22191 542151209 501(c)(3) 9000 Support for PASS Program 4 0 Shelter 1399 4228985 Mental Health 826 56957 Medical 4627 319490 Dental 1525 152233 Foster Care 68 808400 Food 4962 3351844 Pounds of food applied to $1.73 industry average of value per pound Food given to clients at Hunger Resource Center Part I, Line 2: Grantees submit detailed invoices on a monthly basis which are reviewed in detail. Annual audit reports are received from grantees and are reviewed. X X X X X 0 0 0 0 0 0 0 0 0 Stephanie Berkowitz President & CEO 210231 0 0 0 0 0 8689 0 17985 0 236905 0 0 0 Charles Szymanski COO (through 10/21/16) 145500 0 0 0 0 0 7497 0 9119 0 162116 0 0 0 Laurie Tarpey FMR CFO 107557 0 0 0 0 0 4248 0 1382 0 113187 0 0 0 X 7009 FMV X 1 2700 Blue Book Value X 2 5899 FMV X 1 20000 Assessed value X 7353 3306292 FAIR MARKET VALUE X PROGRAM SUPPLIES 4047 1306503 FAIR MARKET VALUE X AUCTION ITEMS 474 157521 FAIR MARKET VALUE 0 1 1 Part I, Line 32b: For our annual fundraising gala, NVFS hired an auctioneer to run the live auction at this event. The items auctioned had been donated to the agency. Form 990, Part III, Line 1 NVFS is dedicated to helping more than 35,000 individuals and families find new paths to self-reliance and brighter futures each year. With more than 450 employees and over 6,000 volunteers, NVFS offers programs in seven core service areas: Housing and Homelessness, Early Childhood Education, Child Abuse Prevention (Healthy Families), Child Placement (Therapeutic Foster Care, Respite and Adoption), Youth Initiatives and Multicultural Mental Health and Immigration Legal Services, Health Access and Nutrition, and Workforce Development. Each service area represents a set of programs, which result in positive outcomes for the clients and the community. NVFS partners with local governments, higher education institutions, public and private schools, foundations, civil and religious groups and other non-profit organizations to creatively and collaboratively address the multiple issues presenting barriers to families achieving economic independence. Of the clients who reported income to the agency, 95% had gross annual income at 200% or less of the federal poverty level. 32% served were children and youth under the age of 18. Form 990, Part VI, Section B, line 11b The Audit Committee of the Board of Directors reviews the 990. The 990 is then provided to all members of the Organization's Board of Directors who are Given the opportunity to review and ask any questions they may have. The 990 is then filed with the IRS. Form 990, Part VI, Section B, line 12c The Board annually reviews the conflict of interest policy and requires member, officer and key employee certification. Board member responses are reviewed by the Board's Governance Committee, and officer and key employee responses are reviewed by the President & CEO AND THE CORPORATE OFFICERS, and further reviewed, if necessary, by the Board Chair and Executive Committee, in order to best manage any potential conflicts. Form 990, Part VI, Section B, line 15 The Board determines compensation for the CEO on an annual basis. Periodically an independent compensation consultant is retained to survey the market for the appropriate compensation; the results are sent directly to the Board Chair and Vice President of Human Resources. In-between years the Board Chair may elect to conduct an informal salary survey. The CEO recommends compensation for three corporate officers Based on periodically conducting benchmarking from industry sources, which is reviewed with the Board Chair. The deliberation and decision are well documented. Form 990, Part VI, Section C, line 19 The agency makes its governing documents, conflict of interest policy, and financial statements available to the general public by providing copies on request and by inspection at the agency's headquarters' office as set forth in section 6104(d). form 990, part XII, line 2c the process for overseeing the audit of the financial statements and selection of an independent accountant that audited the financial statements has been consistent with prior years.