LUTHERAN FAMILY SERVICES OF VIRGINIA INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LUTHERAN FAMILY SERVICES OF VIRGINIA INC (EIN 54-1222012)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-01-15
- IRS object ID
- 201410159349301256
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-15T16:33:12-07:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541222012 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lutheran Family Services of Virginia Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LUTH | NameControl |
| Phone | 5407747100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2609 McVitty Road | AddressLine1 |
| City | Roanoke | City |
| State | VA | State |
| ZIP Code | 24018 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David Pruett | Name |
| Title | Chief Financial Officer | Title |
| Phone | 5405628462 | Phone |
| Date Signed | 2013-01-24 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Julie Swanson President and CEO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2609 McVitty Road | AddressLine1 |
| City | Roanoke | City |
| State | VA | State |
| ZIP Code | 24018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 27436964 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.lfsva.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | The people of Lutheran Family Services of Virginia work with children, families and individuals to restore the promise that life offers. Our services are born of faith, but are open to all. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 552 | TotalNbrEmployees |
| Total Nbr Volunteers | 25 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 403489 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 477013 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 21437607 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 23984967 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -53722 | InvestmentIncomePriorYear |
| Investment Income Current Year | 187199 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 26532 | OtherRevenuePriorYear |
| Other Revenue Current Year | 17864 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 21813906 | TotalRevenuePriorYear |
| Total Revenue Current Year | 24667043 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 44625 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 14862 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12333777 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13643751 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 121787 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10351853 | OtherExpensePriorYear |
| Other Expenses Current Year | 11604360 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 22730255 | TotalExpensesPriorYear |
| Total Expenses Current Year | 25262973 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -916349 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -595930 | RevenuesLessExpensesCY |
| Total Assets BOY | 17335375 | TotalAssetsBOY |
| Total Assets EOY | 17465372 | TotalAssetsEOY |
| Total Liabilities BOY | 8630281 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9289694 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8705094 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8175678 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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 people, without regard to race, gender, disability or ethnicity. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 12518423 | Expense |
| Revenue | 12969911 | Revenue |
| Description | 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, in-home support and family care homes, use a person-centered approach that helps individuals meet their medical, dietary, behavioral, personal care and daily living needs, as well as helping them achieve the maximum degree of independence. All services are for adults 18 years of age or older, except for in-home services which are provided to individuals of all ages. Services are available in Central and Western Virginia, the northern Shenandoah Valley and the Tidewater area as well as in Roanoke, Richmond, Fredericksburg and the surrounding areas. During the year ended June 30, 2013, we provided services to 314 individuals. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5286363 | Expense |
| Revenue | 6462757 | Revenue |
| Description | Minnick School Programs - LFSVA Minnick Schools, located in Roanoke, Harrisonburg, Wytheville and Wise, Virginia, work with public schools in more than 25 localities, and during the fiscal year ended June 30, 2013 help more than 230 students reach their academic and behavioral goals, including 21 students who were able to transition back into their public school systems. All Minnick Schools offer individualized instruction and a treatment team that works closely with the students and their families as well as with the local public school systems. A well-rounded curriculum is aligned with Virginia's Standards of Learning guidelines, and includes art, music, physical education and driver's education. Technology-rich classrooms and online curriculum programs such as GradPoint help students keep up with their peers in public schools. To prevent more restrictive out-of-school placements, we offer educational aides to assist students in our educational program. We also offer vocational and community-based instruction. Our autism program offers individualized instruction geared to the unique needs of each student and their family. Our classrooms are based on the principles of Applied Behavioral Analysis, successful research-based strategies that teach behavior in a structured environment. All staff are trained in ABA strategies. With the goal that students will transfer their new behavioral and life skills from the classroom to home and the community, we give children many opportunities to learn and practice. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3111757 | Expense |
| Revenue | 3142975 | Revenue |
| Description | Treatment Foster Care & Adoption - LFSVA recruits and trains therapeutic foster parents to provide children in foster care 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; many of our families adopt the children they foster. We also offer families the option to be certified as both foster and adoptive parents. During FYE 6/30/2013, we helped 105 children in foster care find homes in which to heal and grow. As a natural extension of our foster care program, we help unite children waiting for adoption with "forever families". We offer adoption services to individuals and couples interested in special needs adoption and foster-to-adoption. Our in-depth training on parenting and support throughout the adoption process is considered to be one of the best in Virginia. We assist families in adopting from foster care in Virginia and throughout the U.S. and, through a grant from the State, we accelerate adoptions by providing an array of printed materials and by vigorously pursuing up-to-date technological solutions to bring eligible foster children to the attention of families wishing to adopt. During the year ended 6/30/2014, 14 children found permanent, loving families through our adoption program. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription | GrantsGrants |
|---|---|---|---|
| 1772375 | 1397859 | LFSVA is committed to helping families deal constructively with problems and crises so that they can remain together as healthy families. Community-based services include behavioral treatment services, in-home counseling, intensive in-home services, therapeutic support services, social groups and "Essential Pieces", which is a program of vital education and supports for families with children on the autism spectrum. By providing research-based, community-centered services, we work to eliminate the need for out-of-home, out-of-community or out-of-state placements. During the year ended June 30, 2013, we provided services to 288 individuals, supporting and strengthening families. Community-based services also include Therapeutic Day Treatment, which is a school-based program that provides services to help children overcome the mental health, emotional, behavioral and substance abuse issues that create barriers to learning. LFSVA staff members develop interventions that help children improve behavior, which allows them to participate more fully in the classroom. During the year ended June 30, 2013, we provided TDT services to 63 children. | |
| 128313 | 11465 | Older Adult and Grief Services - (Expenses $128,313; Revenues $11,465) LFSVA helps older adults and their caregivers make important decisions during this natural life transition. In the Roanoke area, we offer geriatric care assessments and consultation services that focus on the strengths of the individual and ensure that the worth and dignity of each person is honored. LFSVA provides grief support groups throughout the state that provide a safe environment for individuals to share and validate their feelings of grief and loss. We also offer free training and support for Caregiver U, a curriculum that provides education, community resources and support to caregivers and their families. During the year ended June 30, 2013, 27 people were able to share their loss through groups, and 53 people in our older adult program received services that helped them cope with the challenges of aging and ill health. | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1900688 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 1409324 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 22817231 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 65 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 552 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 1 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | David Pruett | NamePerson |
| Telephone Number | 5405628462 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2609 McVitty Road | AddressLine1 |
| City | Roanoke | City |
| State | VA | State |
| ZIP Code | 24018 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|---|
| Dr Robin Crowder | ||||||||||
| Chair, Board of Trustees | 1 | 0 | X | X | 0 | 0 | 0 | |||
| Rev James Larsen | ||||||||||
| Treasurer Board of Trustees | 1 | 0 | X | X | 0 | 0 | 0 | |||
| Rev Harvey Atkinson | ||||||||||
| Secretary Board of Trustees | 1 | 0 | X | X | 0 | 0 | 0 | |||
| Robin Baliles | ||||||||||
| Trustee | 2 | 0 | X | 0 | 0 | 0 | ||||
| Edwin Meese III | ||||||||||
| Trustee | 1 | 0 | X | 0 | 0 | 0 | ||||
| Rev Robert Humphries | ||||||||||
| Trustee | 1 | 0 | X | 0 | 0 | 0 | ||||
| Anita Poston | ||||||||||
| Trustee | 1 | 0 | X | 0 | 0 | 0 | ||||
| Rev Richard Goeres | ||||||||||
| Trustee | 1 | 0 | X | 0 | 0 | 0 | ||||
| A R Giesen Jr | ||||||||||
| Trustee | 1 | 0 | X | 0 | 0 | 0 | ||||
| Rev James Mauney | ||||||||||
| Trustee | 1 | 0 | X | 0 | 0 | 0 | ||||
| Samuel Lionberger | ||||||||||
| Trustee | 1 | 0 | X | 0 | 0 | 0 | ||||
| Carrie Layman | ||||||||||
| Trustee | 1 | 0 | X | 0 | 0 | 0 | ||||
| Sarah Herzog | ||||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||||
| Julie Swanson | ||||||||||
| President and CEO | 45 | 0 | 142535 | 0 | 11335 | X | ||||
| Raymond Ratke | ||||||||||
| Vice President of Operations | 45 | 0 | 117121 | 0 | 7971 | X | ||||
| Daniel Malkos | ||||||||||
| Former Chief Financial Officer | 30 | 0 | 106294 | 0 | 5673 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 365950 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 24979 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Synergy Technical | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1179 | AddressLine1 |
| City | Mechanicsville | City |
| State | VA | State |
| ZIP Code | 23111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Information Technology Consulting | DescriptionOfServices |
| Compensation | 118264 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Federated Campaigns | 17233 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 173388 | GovernmentGrants |
| All Other Contributions | 286392 | AllOtherContributions |
| Noncash Contributions | 0 | NoncashContributions |
| Total Contributions | 477013 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Developmental Services | 624100 | 12969911 | 12969911 | 0 | $0 |
| Educational Services | 611600 | 6462757 | 6462757 | 0 | $0 |
| Treatment Foster Care & Adoption | 624100 | 3142975 | 3142975 | 0 | $0 |
| Community Based Services | 624100 | 752118 | 752118 | 0 | $0 |
| Therapeutic Day Treatment | 624100 | 645741 | 645741 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11465 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11465 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 23984967 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 117019 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $117,019 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2719486 | Securities |
| Other | 120615 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2648583 | Securities |
| Other | 121338 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 70903 | Securities |
| Other | -723 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 70180 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $70,180 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17864 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $17,864 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 17864 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24667043 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23984967 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $205,063 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10500 | Total |
| Program Services | 10500 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4362 | Total |
| Program Services | 4362 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 275921 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 275921 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10853196 | Total |
| Program Services | 9903542 | ProgramServices |
| Management And General | 866582 | ManagementAndGeneral |
| Fundraising | 83072 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 189816 | Total |
| Program Services | 151761 | ProgramServices |
| Management And General | 35538 | ManagementAndGeneral |
| Fundraising | 2517 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1329022 | Total |
| Program Services | 1243210 | ProgramServices |
| Management And General | 77478 | ManagementAndGeneral |
| Fundraising | 8334 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 995796 | Total |
| Program Services | 901096 | ProgramServices |
| Management And General | 87945 | ManagementAndGeneral |
| Fundraising | 6755 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29661 | Total |
| Program Services | 2528 | ProgramServices |
| Management And General | 27133 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52550 | Total |
| Program Services | 40 | ProgramServices |
| Management And General | 52510 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 341979 | Total |
| Program Services | 56066 | ProgramServices |
| Management And General | 285553 | ManagementAndGeneral |
| Fundraising | 360 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103260 | Total |
| Program Services | 39354 | ProgramServices |
| Management And General | 57951 | ManagementAndGeneral |
| Fundraising | 5955 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160626 | Total |
| Program Services | 138484 | ProgramServices |
| Management And General | 21982 | ManagementAndGeneral |
| Fundraising | 160 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66123 | Total |
| Program Services | 34303 | ProgramServices |
| Management And General | 28705 | ManagementAndGeneral |
| Fundraising | 3115 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1121688 | Total |
| Program Services | 1047415 | ProgramServices |
| Management And General | 74273 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 334270 | Total |
| Program Services | 308282 | ProgramServices |
| Management And General | 21470 | ManagementAndGeneral |
| Fundraising | 4518 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 389841 | Total |
| Program Services | 335685 | ProgramServices |
| Management And General | 54059 | ManagementAndGeneral |
| Fundraising | 97 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 449299 | Total |
| Program Services | 391818 | ProgramServices |
| Management And General | 57056 | ManagementAndGeneral |
| Fundraising | 425 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117107 | Total |
| Program Services | 92089 | ProgramServices |
| Management And General | 25018 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Foster & Adoptive Parent & Family Care Exp | 6856719 | 6856719 | 0 | 0 |
| Contract Staff & Services | 421732 | 298204 | 120315 | 3213 |
| Vehicle Expenses (maint, repairs, etc) | 246963 | 226656 | 20273 | 34 |
| Communications (phone, data) | 165275 | 138545 | 26019 | 711 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 747267 | Total |
| Program Services | 636572 | ProgramServices |
| Management And General | 108174 | ManagementAndGeneral |
| Fundraising | 2521 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25262973 | Total |
| Program Services | 22817231 | ProgramServices |
| Management And General | 2323955 | ManagementAndGeneral |
| Fundraising | 121787 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1150 | BOY |
| EOY | 93818 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 501311 | BOY |
| EOY | 700000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2025007 | BOY |
| EOY | 2685977 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85977 | BOY |
| EOY | 151277 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7895278 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2240930 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5702348 | BOY |
| EOY | 5654348 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3871679 | BOY |
| EOY | 3096511 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5126465 | BOY |
| EOY | 5050699 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21438 | BOY |
| EOY | 32742 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17335375 | BOY |
| EOY | 17465372 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1375631 | BOY |
| EOY | 1745775 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7254650 | BOY |
| EOY | 7543919 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8630281 | BOY |
| EOY | 9289694 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7104468 | BOY |
| EOY | 6575052 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1600626 | BOY |
| EOY | 1600626 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8705094 | BOY |
| EOY | 8175678 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17335375 | BOY |
| EOY | 17465372 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -595930 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 66514 | ReconciliationUnrealizedInvest |
| Reconcilation Donated Services | 0 | ReconcilationDonatedServices |
| Reconcilation Invest Expenses | 0 | ReconcilationInvestExpenses |
| Reconcilation Prior Adjustment | 0 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 572527 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 480488 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 360384 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 403489 | CurrentTaxYearMinus1Year |
| Current Tax Year | 323426 | CurrentTaxYear |
| Total | 2140314 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4796898 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10489138 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10964031 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21437607 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23984967 | CurrentTaxYear |
| Total | 71672641 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5369425 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10969626 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11324415 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21841096 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24308393 | CurrentTaxYear |
| Total | 73812955 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 141331 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16350 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10900 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13374 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15205 | CurrentTaxYear |
| Total | 197160 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 141331 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16350 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10900 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13374 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15205 | CurrentTaxYear |
| Total | 197160 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 73615795 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 642 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27952 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 125573 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -53755 | CurrentTaxYearMinus1Year |
| Current Tax Year | 117019 | CurrentTaxYear |
| Total | 217431 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 642 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27952 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 125573 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -53755 | CurrentTaxYearMinus1Year |
| Current Tax Year | 117019 | CurrentTaxYear |
| Total | 217431 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 696410 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 38742 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 76079 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26532 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17864 | CurrentTaxYear |
| Total | 855627 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6066477 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11036320 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11526067 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21813873 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24443276 | CurrentTaxYear |
| Total | 74886013 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98304 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00290 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | Form 990, Schedule A, Part III, Section B, Line 12 - all amounts reported on line 12 represent other, miscellaneous income for the various years. Examples would include rebates on purchases, "gains" on sale of leased vehicles, garnishment fees charged, and other non-recurring receipts generated by our exempt functions. The exception is for 2008; during this year, the current operations of LFSVA were split among several separate exempt 501(c)(3) corporations. These organizations were all controlled by the Board of Trustees of LFSVA, and shared the same management staff as LFSVA. In addition to conducting its exempt functions, LFSVA also managed the other exempt organizations and provided finance, HR and other administrative functions. An amount of $686,370 was recorded by LFSVA as "management support" and included as miscellaneous income; however, this amount more properly represented reimbursement to LFSVA by the other 501(c)(3) organizations for administrative costs. | GeneralExplanation |
| General Explanation | Form 990, Schedule A, Part III, Section C, Line 16 and Section D, Line 18 - Letter 947 from the Internal Revenue Service dated June 1, 2000 (the "determination letter") stated in part that LFSVA qualifies as an exempt organization under Code Section 501(c)(3). The letter further stated that the Service had determined that LFSVA is not a private foundation but rather qualified as publicly-supported organization under Code Section 509(a)(2). LFSVA has regularly carried on a number of exempt functions since its inception, one of which is operation of schools for children with autism and emotional disabilities. For prior years, including 6/30/12, LFSVA indicated that it was not a private foundation because it was a school described in Section 170(b)(1)(a)(ii), and indeed operation of such schools was, and continues to be, a significant portion of LFSVA's exempt function. However, for Form 990, Schedule A, Part I for 6/30/13, LFSVA made the decision to demonstrate its qualification as a publicly-supported organization by checking line 9, which describes organizations exempt under Section 509(a)(2). Accordingly, for FYE 6/30/13, LFSVA has completed Part III of Schedule A to demonstrate its qualification as a publicly supported organization, but no information was available from Form 990 for FYE 6/30/12 to list on Schedule A, Part III, lines 16 and 18. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1764992 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 205914 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 225000 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 1745906 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1582796 | BeginningOfYearBalance |
| Contributions | 7696 | Contributions |
| Investment Earnings Or Losses | 274500 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 100000 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 1764992 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1426135 | BeginningOfYearBalance |
| Contributions | 159120 | Contributions |
| Investment Earnings Or Losses | 72541 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 75000 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 1582796 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6311 | BeginningOfYearBalance |
| Contributions | 1427500 | Contributions |
| Investment Earnings Or Losses | 65324 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 75000 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 1424135 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2994 | BeginningOfYearBalance |
| Contributions | 3317 | Contributions |
| Investment Earnings Or Losses | 0 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 6311 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1344390 | OtherCostOrOtherBasis |
| Book Value | 1344390 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 4772924 | OtherCostOrOtherBasis |
| Depreciation | 1010758 | Depreciation |
| Book Value | 3762166 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 398772 | OtherCostOrOtherBasis |
| Depreciation | 194298 | Depreciation |
| Book Value | 204474 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1379192 | OtherCostOrOtherBasis |
| Depreciation | 1035874 | Depreciation |
| Book Value | 343318 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5654348 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Various Government & Corporate Bonds | 1346834 | F |
| Managed Portfolio of Investments | 1749677 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 3096511 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 24733557 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 66514 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | 66514 | RevenueNotRptdF990 |
| Revenue Subtotal | 24667043 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 24667043 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 25262973 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 25262973 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 25262973 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | LFSVA maintains two endowment funds. The Minnick Education Center Endowment Fund had a permanently-restricted corpus balance of $159,120 at 6/30/13. The earnings from this Endowment Fund may be used at the discretion of management to further the educational experiences of our students at our Minnick Education Centers. The Eleanor Smelzer Endowment Fund had a permanently-restricted corpus balance of $1,441,506 at June 30, 2013. The earnings from this Endowment Fund are not restricted and can be used for organization needs or expenses. The total corpus of the two funds at 6/30/13 of $1,600,626 is shown on Form 990, Part X, Line 29 as permanently-restricted net assets. The market value of the funds of $1,745,906 is shown on Form 990, Part X, Line 12. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | The Organization is exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code and is not classified as a private foundation. GAAP requires management of the Organization to evaluate tax positions taken by the Organization and recognize a tax liability (or asset) if the Organization has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management of the Organization has analyzed the tax positions taken by the Organization, and has concluded that as of June 30, 2013, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Organization is subject to audit by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management of the Organization believes it is no longer subject to income tax examinations for years prior to 2009. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 0 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchE_P01_S00_L03 | Schedule E, Part I, Line 3 | LFSVA does not advertise or solicit students for our Educational Program. Students in need of the services offered by LFSVA in our schools are referred to our schools by the local Public School Boards. LFSVA does not discriminate against any potential students on the basis of race, creed, sex or national origin. |
| SchE_P01_S00_L06 | Schedule E, Part I, Line 6 | Students in LFSVA's Minnick Schools are referred by local Public School systems. At the time of referrals, LFSVA and the localities enter into a contract under which the local governments pay LFSVA's published per-diem rates for students who attend our schools. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Virginia Synod ELCA Mission Office for Planned Giving | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 70 | AddressLine1 |
| City | Salem | City |
| State | VA | State |
| ZIP Code | 24153 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 541111111 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 10500 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | None | DescriptionOfNonCashAssistance |
| Purpose Of Grant | To assist with the mission work of the Evangelical Lutheran Church in America | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | Grants are made to the Virginia Synod of the Evangelical Lutheran Church in America. All operations of the ELCA are open to public inspection. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Julie Swanson | ||||||||||||||
| President and CEO | 142535 | 0 | 0 | 0 | 0 | 0 | 6178 | 0 | 5675 | 0 | 154388 | 0 | 0 | 0 |
| Daniel Malkos | ||||||||||||||
| Former Chief Financial Officer | 106294 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 6062 | 0 | 112356 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchJ_P01_S00_L04 | Identifier |
| Return Reference | Schedule J, Part I, Line 4 | ReturnReference |
| Explanation | Daniel Malkos' employment with the organization terminated 10/4/2012. Included in "Base Compensation" reported on Line 2 of Part II is $19,602 in severance pay paid to Mr. Malkos after his employment terminated. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L09 | Form 990, Part VI, Section A, Line 9 | Daniel Malkos, former Chief Financial Officer whose employment terminated October 2012 can no longer be reached at the address for Lutheran Family Services of Virginia. We do not have a forwarding address for Mr. Malkos. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | A copy of the completed Form 990 is distributed to all board members for review. The Form 990 is ratified by the board of directors annually. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | At the annual meeting of the Board of Trustees for LFSVA, the Trustees review the organization's Conflict of Interest policy. The organization also utilizes a confidential, independent third-party reporting system that allows for anonymous reporting of any conflicts. The Executive Committee of the Board is notified immediately of any reported or suspected conflicts of interest, and the full Board of Trustees is notified at the next scheduled meeting of the Board. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | During 2012, the organization contracted with an independent third party to conduct a compensation study for all positions within the organization. The HR department also collects published compensation survey data. The organization works to ensure that total compensation (including benefits) for all employees is at or above the minimum levels established by the compensation study for each job classification, with the goal being that average employee compensation will be at the median level established by the study. The compensation levels for the various classifications are adjusted annually to account for increases in the cost of living. The Executive Committee of the Board of Trustees conducts an annual performance evaluation of the President and Chief Executive Officer, and also sets the compensation level for the CEO. The CEO, in turn, is responsible for establishing compensation levels for the organization's Vice President of HR, Vice President of Operations, and Chief Financial Officer/Vice President of Finance. |
| F990_P06_S0C_L19 | 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 statements and Form 990 are available upon request from the organization's corporate office in Roanoke, VA. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Business Name Line2NameOfDisregardedEntity/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|---|
| Dent Road LLC | |||||||||
| 2609 McVitty Road | Roanoke | VA | 24018 | Real Estate | VA | 0 | 0 | Lutheran Family Services of Virginia Inc | |
| Massanutten Street LLC | |||||||||
| 2609 McVitty Road | Roanoke | VA | 24018 | Real Estate | VA | 0 | 0 | Lutheran Family Services of Virginia | |
| Lutheran Childrens Home of the South | |||||||||
| 2609 McVitty Road | Roanoke | VA | 24018 | Operating Company | VA | 0 | 0 | Lutheran Family Services of Virginia Inc | Endowment Fund LLC |