2025-02-18T21:20:56-06:00 2024-06-30 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2023-07-01 540682401 GRAFTON SCHOOL INCORPORATED GRAF 5405420200 PO BOX 2500 WINCHESTER VA 22604 ANGELA L BROWN CHIEF FINANCIAL OFFICER 5405420200 2025-02-18 1 1 TYLER K GREENE CPA P00057872 3176334705 2025-02-18 2023 2025-03-06 01:10:19Z GRAFTON INTEGRATED HEALTH NETWORK ANGELA L BROWN PO BOX 2500 WINCHESTER VA 22604 80120331 0 X WWW.GRAFTON.ORG X 1960 VA GRAFTON CREATES SOLUTION-FOCUSED OPPORTUNITIES FOR INDIVIDUALS CHALLENGED BY COMPLEX DISABILITIES. 13 13 1045 13 -23045 0 1945840 2340198 55225228 69459030 854794 872670 888811 1291537 58914673 73963435 3590 2420 0 0 45083392 53017371 0 0 0 14647061 16074353 59734043 69094144 -819370 4869291 59282442 65023929 14454747 14100955 44827695 50922974 X GRAFTON CREATES SOLUTION-FOCUSED OPPORTUNITIES FOR INDIVIDUALS CHALLENGED BY COMPLEX DISABILITIES. 0 0 61512901 2420 70627193 1) GRAFTON SCHOOL, INCORPORATED IS AN EDUCATION-FOCUSED MULTIFACETED NONPROFIT ENTITY SPECIALIZING IN SERVING INDIVIDUALS WITH COMPLEX NEEDS IN THE CATEGORIES OF DEVELOPMENTAL, INTELLECTUAL, AND MENTAL HEALTH/PSYCHIATRIC DIAGNOSES. IT UTILIZES SETTINGS SUCH AS ITS HIGHLY SPECIALIZED PRIVATE DAY SCHOOLS, MULTIPLE TYPES OF RESIDENTIAL SETTINGS INCLUDING THERAPEUTIC COMMUNITY HOMES AND PSYCHIATRIC RESIDENTIAL TREATMENT FACILITIES, AND A HIGHLY SPECIALIZED ARRAY OF PROFESSIONAL THERAPEUTIC SERVICES TO ADDRESS AND MEET THE NEEDS OF THOSE IT SERVES. THESE PROFESSIONAL SERVICES INCLUDE SPECIAL EDUCATION, OCCUPATIONAL, SPEECH AND LANGUAGE, APPLIED BEHAVIOR ANALYSIS, PSYCHOTHERAPY, PSYCHIATRIC SERVICES, AND NURSING SERVICES WHICH ARE PERFORMED BY PROFESSIONALS WHO SPECIALIZE IN SERVING INDIVIDUALS WITH COMPLEX OVERLAPPING NEEDS AND DIAGNOSES.GRAFTON DELIVERS ALL ITS SERVICES UTILIZING ITS INDUSTRY LEADING AND PATENTED TRAUMA-INFORMED APPROACH "UKERU", FOCUSING AND PRIORITIZING THE TEACHING OF NEW SKILLS THAT ENHANCE THE INDIVIDUALS' SENSE OF MASTERY AND AUTONOMY. MANY OF THE INDIVIDUALS WE SERVE HAVE ATTEMPTED LESS INTENSIVE PROGRAMS IN THE PAST, BUT INSTEAD FOUND SUCCESS UTILIZING OUR INDUSTRY-LEADING EDUCATIONAL, THERAPEUTIC, AND RESIDENTIAL SERVICES. THESE INDIVIDUALS ARE MOST FREQUENTLY DIAGNOSED AS HAVING AUTISM, INTELLECTUAL DISABILITIES, PSYCHIATRIC DISORDERS, LEARNING DISABILITIES, SENSORY AND MEDICAL CHALLENGES. ALMOST ALL HAVE COMORBID PSYCHIATRIC AND DEVELOPMENTAL DISABILITY. MORE THAN 100 LOCAL AGENCIES FROM VIRGINIA, MARYLAND, WEST VIRGINIA, THE DISTRICT OF COLUMBIA, PENNSYLVANIA, AND VARIOUS OTHER STATES, REFER INDIVIDUALS TO OUR PROGRAMS.DURING FISCAL YEAR 2024 GRAFTON PROVIDED SPECIAL EDUCATION SERVICES TO OVER 320 CHILDREN, CHILD AND ADOLESCENT THERAPEUTIC COMMUNITY HOME SERVICES TO 115 CHILDREN, PSYCHIATRIC AND RESIDENTIAL TREATMENT SERVICES TO 128 CHILDREN, AND RESIDENTIAL AND COMMUNITY SUPPORT SERVICES TO 99 ADULTS IN ITS FOUR MAIN GEOGRAPHIC REGIONS OF BERRYVILLE, VIRGINIA; RICHMOND, VIRGINIA; WINCHESTER, VIRGINIA; AND COLD SPRING, MINNESOTA.GRAFTON IS THE SOLE OWNER OF A SUBSIDIARY CORPORATION, DOMINION CENTER FOR BEHAVIORAL HEALTH SERVICES, LTD., LOCATED IN LOUDOUN COUNTY, VIRGINIA THAT PROVIDED OUTPATIENT PSYCHOTHERAPY SERVICES TO OVER 2,394 INDIVIDUALS IN FISCAL YEAR 2024.ADDITIONALLY, GRAFTON PARTNERS WITH THE CITY OF WINCHESTER, VIRGINIA, TO PROVIDE SERVICES TO THE INFANT AND TODDLER CONNECTION OF THE SHENANDOAH VALLEY. THIS SERVICE TEACHES, COACHES, AND MENTORS FAMILIES OF CHILDREN UP TO AGE THREE WHO HAVE A DEVELOPMENTAL DELAY OR DIAGNOSED DISABLING CONDITION. DURING FISCAL YEAR 2024, APPROXIMATELY 754 INFANTS/TODDLERS AND THEIR FAMILIES RECEIVED EARLY INTERVENTION SERVICES AND SUPPORT IN THE CITY OF WINCHESTER, VIRGINIA; AND THE COUNTIES OF FREDERICK, CLARKE, WARREN, PAGE, AND SHENANDOAH, VIRGINIA. ADDITIONALLY, THROUGHOUT THE STATE OF VIRGINIA, GRAFTON'S SPECIALTY SERVICES PROGRAM CONNECTS FAMILIES OF DEAF, HARD-OF-HEARING AND/OR VISUALLY IMPAIRED CHILDREN WITH A TEAM OF EARLY INTERVENTION PROFESSIONALS WHO ARE EQUIPPED TO PROVIDE DEVELOPMENTAL EDUCATION SERVICES SPECIFIC TO THEIR SPECIALIZED NEEDS.UKERU SYSTEMS, A DIVISION OF GRAFTON, PROVIDED EDUCATION AND TRAINING CONSULTATIONS SERVICES TO CUSTOMERS THROUGHOUT THE UNITED STATES AND CANADA. INTERNATIONAL CUSTOMERS FROM AS FAR AWAY AS BRAZIL AND NEW ZEALAND, HAVE TRAVELED TO THE UNITED STATES TO RECEIVE TRAINING AND CONSULTATION IN THIS METHODOLOGY. UKERU SYSTEMS TEACHES THE GRAFTON METHOD, TRAUMA INFORMED CARE, AND THE MINIMIZATION OF SECLUSION AND RESTRAINT, AND CAN INCLUDE SALE OF PATENTED BLOCKING PADS. IN SUPPORT OF ITS MISSION, GRAFTON EMPLOYED AS MANY AS 722 FULL-TIME EQUIVALENT STAFF, OF WHICH APPROXIMATELY 87% WERE EMPLOYED TO WORK DIRECTLY WITH OUR CLIENTS AND THEIR FAMILIES. 61512901 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 60 0 1 1045 1 1 1 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 VA X ANGELA L BROWN 5405420200 PO BOX 2500 WINCHESTER VA 22604 BRIAN S PARTLOW CHAIRMAN 0.90 0.00 X X 0 0 0 JOHN WILLINGHAM VICE CHAIRMAN 0.75 0.00 X X 0 0 0 BERNADINE DYKES TREASURER 0.75 0.00 X X 0 0 0 DOROTHY ANNE MEDINA SECRETARY 0.75 0.00 X X 0 0 0 GEMMA BROOKS DIRECTOR 0.37 0.00 X 0 0 0 DANIEL L CARTO DIRECTOR 0.37 0.00 X 0 0 0 KEVIN J CALLANAN DIRECTOR 0.37 0.00 X 0 0 0 PETER WARREN DIRECTOR 0.37 0.00 X 0 0 0 CHELSEA HESTER DIRECTOR 0.37 0.00 X 0 0 0 KEN BERGER DIRECTOR 0.37 0.00 X 0 0 0 DEBORAH CAGLE WELLS DIRECTOR 0.37 0.00 X 0 0 0 MATTHEW COLLINS DIRECTOR 0.37 0.00 X 0 0 0 MINA FONSECA DIRECTOR 0.37 0.00 X 0 0 0 JAMES STEWART CHIEF EXECUTIVE OFFICER 40.00 0.00 X 439409 0 52706 JOHN SCOTT ZEITER CHIEF CLINICAL OFFICER 40.00 0.00 X 218362 0 20061 KENT HOUCHINS COO, COMMUNITY-BASED PROGROM 40.00 0.00 X 217644 0 24267 KIMBERLY SANDERS PRESIDENT, UKERU SYSTEMS 40.00 0.00 X 225466 0 10785 VANESSA LANE CHIEF ADMINISTRATIVE OFFIC 40.00 0.00 X 211398 0 17495 JAMES SANDERS COO FACILITY BASED PROGRAM 40.00 0.00 X 190972 0 10660 ANGELA BROWN CHIEF FINANCIAL OFFICER 40.00 0.00 X 188229 0 35214 STEPHANIE DIXON VP, HUMAN RESOURCES 40.00 0.00 X 182485 0 15517 ROBIA A FIELDS MEDICAL DIRECTOR 40.00 0.00 X 275332 0 14987 JULIE E LEWERENZ PROGRAM PSYCHIATRIST 40.00 0.00 X 263440 0 19966 MELISSA HOGAN CASE MANAGER 40.00 0.00 X 162354 0 11486 JEAN W GUILLOUX BOARD CERTIFIED BEHAVIOR ANALYST 40.00 0.00 X 158113 0 16380 MARY SCHORN-RHODA NURSE PRACTITIONER 40.00 0.00 X 174148 0 22969 2907352 0 272493 33 0 1 0 HARRISON & JOHNSON PLC 21 SOUTH LOUDOUN STREET WINCHESTER VA 22601 LEGAL SERVICES 197314 MARCO TECHNOLOGIES LLC PO BOX 1450 MINNEAPOLIS MN 55485 TECHNOLOGICAL SERVICES 181989 LIGHTHOUSE TELEHEALTH LLC 3909 WOODLEY ROAD TOLEDO OH 43606 PSYCHIATRIC SERVICES 171825 AYMAN A BAKEY 119 NASSAU DRIVE WINCHESTER VA 22602 PSYCHIATRIC SERVICES 142650 REED SMITH LLP PO BOX 715318 PHILADELPHIA PA 21275 LEGAL SERVICES 134228 6 1120250 1219948 118940 2340198 SERVICE REVENUE 611600 66649483 66649483 CERTIFICATION AND CONS 611600 2642757 2642757 CONTRACT PROGRAM REVEN 611600 166790 166790 69459030 566153 -23045 589198 5053512 29184 4770316 5863 283196 23321 306517 306517 2499680 1380717 1118963 1118963 MISCELLANEOUS REVENUE 900099 123374 123374 MANAGEMENT FEE REVENUE 900099 49200 49200 172574 73963435 70627193 -23045 1019089 2420 2420 2083882 1903341 180541 41188572 37620133 3568439 793761 758980 34781 5761739 5509273 252466 3189417 2933493 255924 682675 682675 56658 56658 96474 96474 785068 520220 264848 207480 116640 90840 4089868 3573140 516728 1343152 1255294 87858 3497520 3315472 182048 763525 651824 111701 93962 78327 15635 9628 5153 4475 2503390 1905892 597498 1062940 907502 155438 RECRUITMENT 293619 8758 284861 PROGRAM SUPPORT 274408 274174 234 SPECIAL EVENTS 72648 72648 SUBSCRIPTIONS 11233 4665 6568 230105 95552 134553 69094144 61512901 7581243 0 3096709 4729370 1739247 2928392 8850196 12117568 1393294 0 455102 500174 1003155 1137139 53455428 27610612 25571438 25844816 12414057 12575131 198059 206060 4561185 4985279 59282442 65023929 6272806 6610298 182649 71729 6705015 5970507 1144579 1302332 149698 146089 14454747 14100955 X 44354645 50548966 473050 374008 44827695 50922974 59282442 65023929 4869291 1225988 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 192527 20956 2278 211205 1563936 53116 1424525 192527 1790800 -223300 3564 1563936 1449786 344431 3417 1790800 1331421 121658 3293 1449786 0.00000 0.48810 0.51190 0 0 4107870 4107870 39829334 20371058 19458276 57462 53804 3658 6568104 5118672 1449432 2892658 2067078 825580 25844816 RELATED PARTY RECEIVABLES 3021296 INVESTMENT IN SUBSIDIARIES 1348760 OTHER ASSETS 27093 LAND HELD FOR SALE 3571 RIGHT OF USE ASSETS 584559 4985279 X PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED MAINLY TO PROVIDE FOR THE LIBRARY ENDOWMENT AND GENERAL OPERATIONS. PART X, LINE 2: ACCOUNTING STANDARDS PROVIDE DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTITY'S CONSOLIDATED FINANCIAL STATEMENTS. IT REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. AS OF JUNE 30, 2024 AND 2023, THE ENTITIES HAVE DETERMINED THAT NO INCOME TAXES ARE DUE FOR ITS ACTIVITIES AND AS SUCH, NO PROVISION FOR INCOME TAXES WAS RECORDED. MANAGEMENT ANNUALLY REVIEWS ITS TAX POSITIONS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE, WWW.GRAFTON.ORG X X X X 0 0 0 0 0 0 0 0 0 JAMES STEWART CHIEF EXECUTIVE OFFICER 349989 0 64876 0 24544 0 25000 0 27706 0 492115 0 0 0 ROBIA A FIELDS MEDICAL DIRECTOR 258362 0 5750 0 11220 0 0 0 14987 0 290319 0 0 0 JULIE E LEWERENZ PROGRAM PSYCHIATRIST 245042 0 5750 0 12648 0 0 0 19966 0 283406 0 0 0 KENT HOUCHINS COO, COMMUNITY-BASED PROGROM 175959 0 34225 0 7460 0 0 0 24267 0 241911 0 0 0 JOHN SCOTT ZEITER CHIEF CLINICAL OFFICER 176200 0 34688 0 7474 0 0 0 20061 0 238423 0 0 0 KIMBERLY SANDERS PRESIDENT, UKERU SYSTEMS 182828 0 35150 0 7488 0 0 0 10785 0 236251 0 0 0 VANESSA LANE CHIEF ADMINISTRATIVE OFFIC 169275 0 32300 0 9823 0 0 0 17495 0 228893 0 0 0 ANGELA BROWN CHIEF FINANCIAL OFFICER 150887 0 27300 0 10042 0 2500 0 32714 0 223443 0 0 0 JAMES SANDERS COO FACILITY BASED PROGRAM 147798 0 35625 0 7549 0 0 0 10660 0 201632 0 0 0 STEPHANIE DIXON VP, HUMAN RESOURCES 168001 0 14167 0 317 0 2500 0 13017 0 198002 0 0 0 MARY SCHORN-RHODA NURSE PRACTITIONER 167538 0 750 0 5860 0 2500 0 20469 0 197117 0 0 0 JEAN W GUILLOUX BOARD CERTIFIED BEHAVIOR ANALYST 85464 0 1050 0 71599 0 650 0 15730 0 174493 0 0 0 MELISSA HOGAN CASE MANAGER 61713 0 1750 0 98891 0 0 0 11486 0 173840 0 0 0 A VIRGINIA SMALL BUSINESS FINANCING AUTHORITY 541300845 2019-07-12 8000000 SEE PART VI 0 0 0 A 2029493 8000000 126272 7873728 2021 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 SCHEDULE K, PART I, LINE B, COL. (F): HEADQUARTERS PROJECT, RUTH BIRCH CENTER PROJECT, CHESTERFIELD PROJECT AND CLARKE COUNTY PROJECT SCHEDULE K, PART II, LINE 12, COL. (B): THIS BOND IS A DRAW DOWN AND PROCEEDS ARE ADVANCED ONLY AS NEEDED. X 2 116040 FMV X MISCELLANEOUS 1 2900 FMV 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B EACH BOARD MEMBER RECEIVES AN ELECTRONIC COPY OF THE 990 TO REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND KEY EMPLOYEES ANNUALLY DISCLOSE CONFLICTS BY SIGNING A "CONFLICT OF INTEREST STATEMENT". FORM 990, PART VI, SECTION B, LINE 15 THE BOARD EXECUTIVE COMMITTEE ACTING AS COMPENSATION COMMITTEE USES PERFORMANCE REVIEWS, A COMPENSATION CONSULTANT, AND INDUSTRY BENCHMARKS TO DETERMINE THE CEO/PRESIDENT'S SALARY AND BONUS. THE BOARD IS MADE AWARE OF THE CEO/PRESIDENT'S SALARY/COMPENSATION EVERY YEAR BY REPORT OF THE COMPENSATION COMMITTEE. SALARY AND BONUS DATA IS SUBJECT TO REVIEW UPON REQUEST. COMPENSATION IS REVIEWED ANNUALLY AND DOCUMENTED IN MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. GRAFTON SCHOOL FOUNDATION 3150 SHAWNEE DRIVE WINCHESTER VA 22601 571236692 TO SUPPORT THE WORK OF GRAFTON SCHOOL, INC. VA 501(C)(3) LINE 12A, I GRAFTON SCHOOL INCORPORATED 1 PROEVENTA INC 3150 SHAWNEE DRIVE WINCHESTER VA 22601 465276648 TO HOLD INTELLECTUAL PROPERTY RIGHTS VA GRAFTON SCHOOL INCORPORATED C 5453 1.00000 1 DOMINION CENTER OF BEHAVIORAL HEALTH SERVICES 43130 AMBERWOOD PLZ SOUTH RIDING VA 20152 452548477 TO PROVIDE OUTPATIENT BEHAVIORAL HEALTH SERVICES VA GRAFTON SCHOOL INCORPORATED S -23045 921732 1.00000 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 DOMINION CENTER FOR BEHAVIORAL HEALTH SERVICES Q 163102 FMV DOMINION CENTER FOR BEHAVIORAL HEALTH SERVICES L 42000 FMV PROEVENTA INC L 7200 FMV