2017-02-01T10:33:31-06:00 2016-06-30 420714325 RSM US LLP 1861 INTERNATIONAL DRIVE SUITE 400 MCLEAN VA 22102 990 2015-07-01 540791977 NORTHERN VIRGINIA FAMILY SERVICE NORT 5717482500 10455 WHITE GRANITE DRIVE NO 100 OAKTON VA 22124 STEPHANIE BERKOWITZ PRESIDENT & CEO 5717482500 2017-01-27 1 YONG ZHANG CPA P01249785 7033366400 2015 2021-01-29 14:40:06Z STEPHANIE BERKOWITZ 10455 WHITE GRANITE DRIVE NO 100 OAKTON VA 22124 34901368 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 25 525 4745 0 0 27093935 29110349 2749202 3003189 26973 47712 2264823 2040734 32134933 34201984 10273362 9309068 0 0 16730933 19158182 0 0 986561 4636584 5935359 31640879 34402609 494054 -200625 15489975 15411875 6334285 6435614 9155690 8976261 X NVFS IS DEDICATED TO HELPING MORE THAN 34,000 INDIVIDUALS AND FAMILIES FIND NEW PATHS TO SELF-RELIANCE AND BRIGHTER FUTURES EACH YEAR. WITH MORE THAN 400 EMPLOYEES & OVER 4,500 VOLUNTEERS, NVFS OFFERS PROGRAMS IN 7 CORE SERVICE AREAS: HOMELESS & HOUSING, EARLY CHILDHOOD, MULTICULTURAL(INCLUDES MENTAL HEALTH, HEALTH ACCESS, AND LEGAL SERVICES), INTERVENTION & PREVENTION, CHILD PLACEMENT, WORKFORCE DEVELOPMENT, AND ANTI-HUNGER. EACH SERVICE AREA REPRESENTS A SET OF PROGRAMS, WHICH RESULT IN POSITIVE OUTCOMES FOR THE CLIENTS & THE COMMUNITY.NVFS PARTNERS WITH LOCAL GOVERNMENTS, HIGHER EDUCATION INSTITUTIONS, PUBLIC & PRIVATE SCHOOLS, FOUNDATIONS, CIVIL & RELIGIOUS GROUPS AND OTHER NON-PROFIT ORGANIZATIONS TO CREATIVELY & 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 UNDER 18. 0 0 8440931 4379000 184995 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, PERMANENT SUPPORTIVE HOUSING, 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 FY16, THE AVERAGE LENGTH OF STAY IN THE SHELTER WAS 34 DAYS. 43% MOVED OUT INTO PERMANENT HOUSING AND 92% 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 CROSSROADS COMMUNITY SHELTER IN FAIRFAX. HILDA BARG AND SERVE PROVIDE SERVICES TO SINGLES AS WELL AS FAMILIES, WHILE THE BAILEY CROSSROADS COMMUNITY SHELTER SERVES SINGLES ONLY AND ALSO PROVIDES SEASONAL HYPOTHERMIA PREVENTION AND STREET OUTREACH. 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. $4.4 MILLION IN EMERGENCY ASSISTANCE FOR UTILITY, RENT, WATER, AND GAS PAYMENTS WAS DISBURSED FOR 900 FAMILIES IN FY16. HOUSING PROGRAMS PROVIDING COMMUNITY BASED SUBSIDIES AND AFFORDABLE RENTALS HELP CLIENTS ACHIEVE LONG-TERM STABLE HOUSING GOALS. 80% OF CLIENT HOUSEHOLDS INCREASED THEIR FINANCIAL INDEPENDENCE. 6790050 12221 687108 EARLY CHILDHOOD SERVICES:EARLY HEAD START (EHS) AND HEAD START PROVIDE 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 750 CHILDREN PARTICIPATED IN THESE PROGRAMS IN FY16. 100% DEMONSTRATED SCHOOL READINESS, HAVE A MEDICAL HOME (ELIMINATING THE NEED TO USE EMERGENCY MEDICAL SERVICES FOR ROUTINE CARE), AND WERE CURRENT ON IMMUNIZATIONS. 3786783 492720 292533 MULTICULTURAL SERVICES: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.HEALTH ACCESS SERVICES: IN FY16, OVER 4,000 CHILDREN ACCESSED REDUCED-FEE MEDICAL CARE AND OVER 1,800 CHILDREN AND ADULTS RECEIVED REDUCED-FEE DENTAL CARE. ACCESS TO FREE AND REDUCED COST MEDICATIONS (VALUED AT NEARLY $14 MILLION) WAS PROVIDED TO MORE THAN 2,300 INDIVIDUALS WHO OTHERWISE COULD NOT AFFORD THEIR PRESCRIPTIONS. IN ADDITION, OVER 1,000 CLIENTS RECEIVED ASSISTANCE ACCESSING HEALTH INSURANCE THROUGH THE AFFORDABLE CARE ACT HEALTH MARKETPLACE.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 FY16, APPROXIMATELY 1,500 LEGAL CASES WERE ACCEPTED BY THE NVFS LEGAL TEAM; 98% OF THESE CASES WHERE A DECISION WAS MADE WERE APPROVED. 26 CLIENTS BECAME U.S. CITIZENS AND 102 CLIENTS BECAME U.S. PERMANENT RESIDENTS. 1465785 677960 1654226 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 FY16, FOSTER CARE WAS PROVIDED TO 64 CHILDREN. 14 OF THESE CHILDREN WERE REUNIFIED WITH THEIR FAMILIES. 3 WERE ADOPTED, AND 20 ADDITIONAL ADOPTIONS ARE CURRENTLY IN PROCESS. 1176987 0 1468255 THRIFT SHOPS:NVFS OPERATES THREE THRIFTS SHOPS THROUGHOUT THE REGION: IN CENTREVILLE, FALLS CHURCH, AND MANASSAS. 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. 1219976 344511 184327 WORKFORCE DEVELOPMENT SERVICES:NVFS' TRAINING FUTURES PROGRAM 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 INDUSTRY. TRAINING FUTURES HAS RECEIVED NATIONAL RECOGNITION AS A TOP-PERFORMING WORKFORCE DEVELOPMENT ADULT TRAINING PROGRAM, ANNUALLY EXCEEDING NATIONAL INDUSTRY BENCHMARKS. IN FY16, 88% OF TRAINEES (71 INDIVIDUALS) GRADUATED AND 66% OF GRADUATES (48 INDIVIDUALS) EARNED A CAREER STUDIES CERTIFICATE IN BUSINESS INFORMATION TECHNOLOGY, A COLLEGE CREDENTIAL FROM NORTHERN VIRGINIA COMMUNITY COLLEGE. IN ADDITION, 64 % OF TRAINEES ALSO EARNED A MICROSOFT OFFICE CERTIFICATION. OF THE TRAINEES WHO GRADUATED IN JUNE 2016, 79% (30 INDIVIDUALS) ARE EMPLOYED FULL-TIME IN TRAINING RELATED JOBS EARNING AN AVERAGE OF $14.10 AN HOUR, A 54 % INCREASE OVER PRE-TRAINING WAGES. NVFS' ESCALA PROGRAM IS AN ENTREPRENEUR PROGRAM OPERATED IN SPANISH, PROVIDING TOOLS AND TRAINING TO HELP ENTREPRENEURS LAUNCH SMALL BUSINESSES. IN FY16, ESCALA CREATED 36 NEW BUSINESSES; 119 ENTREPRENEURS PARTICIPATED IN ONE-ON-ONE CONSULTING SESSIONS TO IMPROVE AND GROW THEIR BUSINESS; FOUR (4) CLIENTS ACCESSED $23,000 IN LOANS TO GROW THEIR BUSINESSES FROM KIVAZIP AND DEMONSTRATED A 100% REPAYMENT RATE; 56 CLIENTS LEVERAGED $53,050 IN ZERO-INTEREST LOANS THROUGH LENDING CIRCLES, IMPROVING THEIR CREDIT SCORE WITH A 99% REPAYMENT RATE. THROUGH OUR VEHICLES FOR CHANGE PROGRAM, 69 CARS WERE DISTRIBUTED TO LOW-INCOME FAMILIES IN FY16, 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. 3236723 2735592 0 ANTI-HUNGER SERVICES:LOCATED ON THE SERVE CAMPUS IN MANASSAS, NVFS' HUNGER RESOURCE CENTER IS THE GREATER PRINCE WILLIAM AREA'S LARGEST FOOD DISTRIBUTION CENTER, SERVING NEARLY 9,000 INDIVIDUALS IN FY16. NUTRITION EDUCATION AND SNAP OUTREACH ARE ALSO PROVIDED THROUGHOUT THE AREA. 3512248 667064 INTERVENTION & PREVENTION SERVICES:HEALTHY FAMILIES: 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 FY16, 93% OF THE CHILDREN MET AGE-APPROPRIATE DEVELOPMENTAL MILESTONES AND WERE CURRENT ON THEIR IMMUNIZATIONS. 100% OF THE MOTHERS HAD AT LEAST 2 YEARS BETWEEN SUBSEQUENT BIRTHS.YOUTH INITIATIVES: INTENSIVE CASE MANAGEMENT SERVICES WERE PROVIDED TO 137 YOUTH AND THEIR PARENTS TO PROMOTE A HEALTHY FAMILY REUNIFICATION. AS A RESULT, 57% OF GANG-INVOLVED YOUTH REDUCED THEIR GANG ACTIVITY AND 63% MAINTAINED OR IMPROVED SCHOOL PERFORMANCE. 91% INDICATED THEY HAD OBTAINED NEW KNOWLEDGE AND SKILLS THAT STRENGTHENED THEIR FAMILY FUNCTIONING. 10611719 4425127 3306808 29629483 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 1 361 0 1 525 1 0 0 0 0 0 1 1 0 0 0 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 MELISSA SAVERINE 5717482500 10455 WHITE GRANITE DR STE 100 OAKTON VA 22124 JOE FAY CHAIR 2.00 X X 0 0 0 BARBARA RUDIN VICE-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 SUSANN 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 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 JACKSON BOARD MEMBER 2.00 X 0 0 0 MARK JACOBSOHN BOARD MEMBER 2.00 X 0 0 0 MARC KATZ BOARD MEMBER 2.00 X 0 0 0 TIMOTHY KENNY BOARD MEMBER 2.00 X 0 0 0 DOUG KOELEMAY 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 STEVE NICKELSBURG BOARD MEMBER 2.00 X 0 0 0 MY-CHAU NGUYEN 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 144844 0 32153 LAURIE TARPEY CHIEF FINANCIAL OFFICER,THRU 6/21/16 37.50 X 149438 0 8545 CHARLES SZYMANSKI CHIEF OPERATING OFFICER,AS OF 9/1/15 37.50 X 39193 0 3904 ANN MCNERNEY CHIEF DEVELOPMENT OFFICER,THRU 6/1/16 37.50 X 123558 0 6586 BETH DARGATIS DIRECTOR OF FINANCE 37.50 X 118396 0 7743 MALINDA LANGFORD SENIOR VP OF PROGRAMS 37.50 X 103279 0 10435 JACQUELINE DENDIEVEL VICE PRESIDENT OF HUMAN RESOURCES 37.50 X 114754 0 8915 MARY AGEE PRESIDENT & CEO (FORMER) 37.50 X 151269 0 6661 944731 0 84942 7 1 1 0 NIKKI'S CHRISTIAN DAYCARE & LEARNING CEN 14900 CLOVERDALE ROAD WOODBRIDGE VA 22193 EARLY HEAD START CHILDCARE 130442 WONDERFUL VIRGINIA ACADEMY 13420 MINNIEVILLE ROAD WOODBRIDGE VA 22193 EARLY HEAD START CHILDCARE 121046 VIRGINIA LITERACY FOUNDATION 413 STUART CIRCLE RICHMOND VA 23220 TRAINING 119220 3 83555 23434802 5591992 3569147 29110349 FAMILY & COMMUNITY SVC 900099 3003189 3003189 3003189 47617 47617 502510 502415 95 95 95 752577 83555 196969 555608 555608 1468255 0 1468255 1468255 OTHER INCOME 900099 16871 16871 16871 34201984 4471444 0 620191 793144 793144 8515924 8515924 693834 570276 123558 14857645 12759308 1773626 324711 535840 438618 81827 15395 1742288 1426171 266060 50057 1328575 1087521 202883 38171 83630 22111 61519 805814 476536 215819 113459 1793 1578 215 1281478 797793 132244 351441 1764036 1544261 181728 38047 235583 219910 10054 5619 326625 286319 39084 1222 44407 43894 495 18 303846 270012 29125 4709 171956 146839 23793 1324 NUTRITION SERVICES 383653 383653 0 0 EQUIPMENT REPAIR/MAINTE 199039 192110 6929 0 FURNITURE AND EQUIPMENT 89447 27093 56009 6345 FUND. EXP ON PART VIII -196969 -196969 441021 196688 135094 109239 34402609 29629483 3786565 986561 804542 1931355 1267298 247780 528233 377453 3173247 3230051 575755 449517 446135 631145 9389103 2933268 6695514 6455835 1979690 2062930 19561 25809 15489975 15411875 1843493 2155704 833026 750591 2747809 2664904 909957 864415 6334285 6435614 X 8155787 7971501 992403 997260 7500 7500 9155690 8976261 15489975 15411875 -200625 21196 0 X X 0 1 X 1 1 1 X 22239748 24668165 24579590 27093935 29110349 127691787 22239748 24668165 24579590 27093935 29110349 127691787 127691787 23627 37614 38444 26926 47617 174228 549943 660435 708590 1111325 769448 3799741 131665756 20670843 0.96980 0.99850 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME FROM EXEMPT ACTIVITIES - 2011 AMOUNT: $ 4,567. 2012 AMOUNT: $ 8,022. 2013 AMOUNT: $ 4,870. 2014 AMOUNT: $ 9,787. 2015 AMOUNT: $ 16,871. FUNDRAISING - 2011 AMOUNT: $ 545,376. 2012 AMOUNT: $ 652,413. 2013 AMOUNT: $ 703,720. 2014 AMOUNT: $ 1,101,538. 2015 AMOUNT: $ 752,577. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 292 0 0 1 4966 0 1 2500 7758 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, AS MENTIONED ABOVE, BOARD MEMBERS. AMOUNT ON LINE 1G IS ALLOCATED PORTION OF CEO COMPENSATION EXPENSE FOR 2.5% OF HER TIME, PLUS MILEAGE REIMBURSEMENT FOR 2 TRIPS TO RICHMOND. 7500 7500 7500 7500 7500 7500 7500 7500 7500 7500 1.00000 0 0 921231 921231 7318781 2315719 5003062 657969 208863 449106 398930 355034 43896 92192 53652 38540 6455835 DEFERRED RENT 864415 864415 X 36070546 21196 1650397 196969 1868562 34201984 0 34201984 36249975 1650397 196969 1847366 34402609 0 34402609 PART V, LINE 4: THESE FUNDS ARE PERMANENTLY INVESTED AND EARNINGS ARE AVAILABLE FOR PROGRAMS & OPERATIONS. PART X, LINE 2: 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 2013. DURING THE YEAR ENDED JUNE 30, 2016, NVFS HAD NO UNRELATED BUSINESS INCOME FOR THE YEAR. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSE REPORTED ON LINE 8B 196,969. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSE REPORTED ON LINE 8B 196,969. GALA DINNER & AUCTION 720468 75000 645468 15000 79038 78938 BOWLATHON 61012 1925 59087 1157 1925 231 2 54652 6630 48022 1234 10808 8638 836132 83555 752577 17391 91771 87807 196969 555608 1 UNITED COMMUNITY MINISTRIES 7511 FORDSON ROAD ALEXANDRIA VA 22306 540850780 501(C)(3) 322113 SUPPORT FOR HEALTHY FAMILIES PROGRAM CORNERSTONES 11150 SUNSET HILLS ROAD RESTON VA 20190 541037615 501(C)(3) 412566 SUPPORT FOR HEALTHY FAMILIES AND BA EMPLOYMENT PILOT. NEW HOPE HOUSING 8407 E RICHMOND HWY ALEXANDRIA VA 22309 541060634 501(C)(3) 58465 SUPPORT FOR BRIDGING AFFORDABILITY PROGRAM 3 0 SHELTER 1049 4485750 MENTAL HEALTH 932 44890 MEDICAL 4070 294003 DENTAL 1240 286946 FOSTER CARE 64 671353 FOOD 6480 2732982 POUNDS OF FOOD APPLIED TO $1.70 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 0 0 0 0 0 0 0 0 0 STEPHANIE BERKOWITZ PRESIDENT & CEO 144844 0 0 0 0 0 6091 0 26062 0 176997 0 0 0 LAURIE TARPEY CHIEF FINANCIAL OFFICER,THRU 6/21/16 149438 0 0 0 0 0 6176 0 2369 0 157983 0 0 0 MARY AGEE PRESIDENT & CEO (FORMER) 151269 0 0 0 0 0 6661 0 0 0 157930 0 0 0 X 1 2446 FMV X 7378 2734935 FAIR MARKET VALUE X PROGRAM SUPPLIES 2390 758549 FAIR MARKET VALUE X AUCTION ITEMS 822 73197 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 VI, SECTION B, LINE 11 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.