2013-01-18T11:05:57-06:00 2012-06-30 560574444 CHERRY BEKAERT LLP 410 FIRST STREET ROANOKE VA 24011 990 2011-07-01 541222012 LUTHERAN FAMILY SERVICES OF VIRGINIA LUTH 5407747100 2609 MCVITTY RD ROANOKE VA 24018 JULIE SWANSON 5407747100 2013-01-10 1 F FULTON GALER P00296103 5403426911 2011 2016-02-25 16:41:14Z JULIE SWANSON 2609 MCVITTY ROAD ROANOKE VA 24018 21813906 0 X WWW.LFSVA.ORG X 1982 VA LFSVA OFFERS SOCIAL SERVICES TO PEOPLE OF ALL AGES, AND EDUCATES CHILDREN WITH COMPLEX NEEDS. 12 12 507 12 0 0 360384 403489 10964031 21437607 125573 -53722 76079 26532 11526067 21813906 0 44625 0 0 7829919 12333777 0 0 113372 3910975 10351853 11740894 22730255 -214827 -916349 14732532 17335375 5347215 8630281 9385317 8705094 X LFSVA EXPRESSES GOD'S LOVE BY PROVIDING SERVICES AND ASSISTANCE TO EMPOWER COMMUNITIES, FAMILIES, AND INDIVIDUALS IN THEIR JOURNEY TO WELL BEING. WE SERVE ALL PEOPLE WITHOUT REGARD TO RACE, GENDER, DISABILITY, OR ETHNICITY. 1 0 10856362 11441592 DEVELOPMENTAL SERVICES: LFSVA OFFERS A WIDE COMMUNITY 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 CARE, SPONSORED RESIDENTIAL SERVICES AND IN-HOME SUPPORT, USE A PERSON-CENTERED APPROACH THAT HELPS INDIVIDUALS MEET THEIR MEDIAL, DIETARY, BEHAVIORAL, PERSONAL CARE AND DAILY LIVING NEEDS AS WELL AS ACHIEVE THE MAXIMUM DEGREE OF INDEPENDENCE. ALL SERVICES ARE FOR ADULTS 18 YEARS AND OVER EXCEPT THAT OF IN-HOME SUPPORT, WHICH IS PROVIDED TO ALL AGES. SERVICES ARE AVAILABLE IN CENTRAL AND WESTERN VIRGINIA, TIDEWATER, AND THE AREAS SURROUNDING ROANOKE, RICHMOND, AND FREDERICKSBURG. LAST YEAR WE HELPED 313 INDIVIDUALS LIVE FULLER, MORE ABUNDANT LIVES. 4656416 10022547 DAY SCHOOL PROGRAM: MINNICK SCHOOLS, LOCATED IN ROANOKE, HARRISONBURG, WYTHEVILLE AND WISE, WORK WITH PUBLIC SCHOOLS IN 25 LOCALITIES AND HELPED MORE THAN 226 STUDENTS REACH THEIR ACADEMIC AND BEHAVIORAL GOALS. ALL SCHOOLS OFFER INDIVIDUALIZED INSTRUCTION AND A TREATMENT TEAM THAT WORKS CLOSELY WITH THE PUBLIC SCHOOL, STUDENT AND FAMILY. A ROUNDED CURRICULUM IS ALIGNED WITH THE STATE STANDARDS OF LEARNING AND INCLUDES ART, MUSIC, PHYSICAL EDUCATION AND DRIVER'S ED. TECHNOLOGY-RICH CLASSROOMS AND ONLINE CURRICULUM PROGRAMS SUCH AS NOVANET HELP STUDENTS KEEP UP WITH THEIR PUBLIC SCHOOL PEERS. TO PREVENT MORE RESTRICTIVE OUT-OF-SCHOOL PLACEMENTS, WE OFFER EDUCATIONAL AIDES TO ASSIST STUDENTS IN THE FULL-DAY PROGRAM. WE ALSO OFFER VOCATIONAL AND COMMUNITY-BASED INSTRUCTION. 2702952 FOSTER CARE SERVICES: LFSVA RECRUITS AND TRAINS THERAPEUTIC FOSTER PARENTS SO THAT CHILDREN IN FOSTER CARE WILL HAVE 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. IN FACT, MANY OF OUR FAMILIES ADOPT THE CHILDREN THEY FOSTER. WE ALSO OFFER FAMILIES THE OPTION TO BE CERTIFIED AS BOTH FOSTER AND ADOPTIVE PARENTS. LAST YEAR WE HELPED 116 CHILDREN IN FOSTER CARE FIND HOMES IN WHICH TO HEAL AND GROW. 2530468 251416 COMMUNITY-BASED SERVICES: 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," VITAL EDUCATION AND SUPPORTS FOR FAMILIES WITH CHILDREN ON THE AUTISM SPECTRUM. BY PROVIDING RESEARCH-BASED COMMUNITY-CENTERED SERVICES, WE ARE WORKING TO ELIMINATE THE NEED FOR OUT-OF-HOME, OUT-OF-COMMUNITY OR OUT-OF-STATE PLACEMENT. LAST YEAR WE PROVIDED SERVICES THAT SUPPORT AND STRENGTHEN FAMILIES TO 208 INDIVIDUALS. DAY SCHOOL AUTISM PROGRAM: THE HIGHLY REGARDED MEC AUTISM PROGRAM OFFERS INDIVIDUALIZED INSTRUCTION GEARED TO THE UNIQUE NEEDS OF THE STUDENT AND HIS FAMILY. OUR CLASSROOMS ARE BASED ON THE PRINCIPLES OF APPLIED BEHAVIOR ANALYSIS, SUCCESSFUL, RESEARCH-BASED STRATEGIES THAT SYSTEMATICALLY TEACH BEHAVIOR IN A HIGHLY STRUCTURED ENVIRONMENT. ALL STAFF ARE TRAINED IN APPLIED BEHAVIOR ANALYSIS STRATEGIES. WITH THE GOAL THAT STUDENTS WILL TRANSFER THEIR NEW BEHAVIORAL AND LIFE SKILLS FROM THE CLASSROOM TO HOME AND FROM HOME TO THE COMMUNITY, WE GIVE CHILDREN MANY OPPORTUNITIES TO LEARN AND PRACTICE. WE ALSO SUPPORT PARENTS THROUGH MINI-WORKSHOPS, EVALUATE PARENT-CHILD INTERACTION, AND INVITE FAMILY MEMBERS TO OBSERVE OUR STAFF INTERACTING WITH THEIR STUDENT TO UNDERSTAND AND APPLY OUR TECHNIQUES. TO ENSURE THAT WE ARE ADHERING TO BEST PRACTICES, OUR STAFF IS OFFERED A RICH ARRAY OF ONGOING TRAINING. THERAPEUTIC DAY TREATMENT: TDT IS A SCHOOL-BASED PROGRAM THAT PROVIDES SERVICES TO HELP CHILDREN OVERCOME THE MENTAL HEALTH, EMOTIONAL, BEHAVIORAL AND SUBSTANCE ABUSE ISSUES THAT CREATE A BARRIER TO LEARNING. LUTHERAN FAMILY SERVICES STAFF DEVELOP INTERVENTIONS THAT HELP CHILDREN IMPROVE BEHAVIOR, WHICH ALLOWS THEM TO PARTICIPATE MORE FULLY IN THE CLASSROOM. ADOPTION SERVICES: LFSVA UNITES CHILDREN WAITING FOR ADOPTION WITH "FOREVER FAMILIES." WE OFFER ADOPTION SERVICES TO INDIVIDUALS AND COUPLES INTERESTED IN SPECIAL NEEDS ADOPTION, FOSTER-TO-ADOPT AND HOME STUDIES FOR DOMESTIC INFANTS. WE PROVIDE IN-DEPTH TRAINING ON PARENTING AND SUPPORT THROUGHOUT THE ADOPTION PROCESS. WE ASSIST FAMILIES IN ADOPTING FROM FOSTER CARE IN VIRGINIA AND THE U.S. AND THROUGH A STATE GRANT, ACCELERATE ADOPTIONS BY PROVIDING AN ARRAY OF PRINTED MATERIALS AND VIGOROUSLY PURSUING ELECTRONIC STRATEGIES TO BRING ELIGIBLE FOSTER CHILDREN TO THE ATTENTION OF FAMILIES WISHING TO ADOPT. LAST YEAR 27 CHILDREN FOUND PERMANENT, LOVING FAMILIES THROUGH LFSVA. OLDER ADULT AND GRIEF SERVICES: LFSVA HELPS OLDER ADULTS AND THEIR CAREGIVERS MAKE IMPORTANT DECISIONS DURING THIS NATURAL LIFE TRANSITION. WE OFFER INFORMATION AND REFERRAL AND PHONE CONSULTATION TO ALL VIRGINIANS. IN THE RICHMOND AREA WE OFFER GERIATRIC CARE ASSESSMENTS, CONSULTATION AND MENTAL HEALTH 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. LAST YEAR 78 PEOPLE WERE ABLE TO SHARE THEIR LOSS THROUGH GROUPS, AND 18 PEOPLE IN OUR OLDER ADULT PROGRAM RECEIVED SERVICES THAT HELPED THEM COPE WITH THE CHALLENGES OF AGING AND ILL HEALTH. FOR MORE INFORMATION ON OUR PROGRAMS, PLEASE VISIT OUR WEB SITE AT WWW.LFSVA.ORG OR CALL 1.800.359.3834. 2530468 251416 20746198 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 66 0 1 507 1 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DAVID PRUITT CFO 5407747100 2609 MCVITTY RD ROANOKE VA 24018 REV RICHARD GOERES 1.00 X 0 0 0 DR ROBIN CROWDER 1.00 X X 0 0 0 ROBIN BALILES 1.00 X X 0 0 0 REV JAMES LARSEN 1.00 X X 0 0 0 EDWIN MEESE III 1.00 X 0 0 0 REV ROBERT HUMPHREY 1.00 X 0 0 0 ANITA POSTON 1.00 X 0 0 0 VICKI SHARPS 1.00 X 0 0 0 REV HARVEY ATKINSON III 1.00 X X 0 0 0 AR PETE GIESEN JR 1.00 X 0 0 0 REV JAMES MAUNEY BISHOP 1.00 X 0 0 0 SAMUEL LIONBERGER 1.00 X 0 0 0 CARRIE LAYMAN 1.00 X 0 0 0 SARAH HERZOG 1.00 X 0 0 0 JULIE SWANSON 40.00 X 122546 0 0 DAN MALKOS 40.00 X 101383 0 0 223929 0 0 2 0 0 0 0 251416 152073 19765 403489 SERVICE FEE REVENUE 611600 21437607 21437607 21437607 -53722 -53722 OTHER INCOME 561000 26532 26532 26532 21813906 21464139 0 -53722 44625 44625 223929 223929 9734571 8900765 754679 79127 2375277 2162290 197006 15981 185473 26855 158618 111211 66107 39658 5446 358079 288029 65622 4428 537111 457140 74023 5948 427857 229738 198119 623648 577712 45087 849 132510 118450 13898 162 FOSTER PARENT EXPENSE 6205312 6205312 BUILDING OCCUPANCY 963673 963673 CONTRACT SERVICES 307206 265046 42160 COMMUNICATION 193869 171862 21045 962 305904 268594 36841 469 22730255 20746198 1870685 113372 7820 1150 3315749 501311 1445215 2025007 85072 85977 8026843 2324495 5670344 5702348 4194539 3871679 5126465 13793 21438 14732532 17335375 994960 1375631 4352255 7254650 5347215 8630281 X 7792386 7104468 1592931 1600626 9385317 8705094 14732532 17335375 X -916349 236126 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6113417 7695 6121112 6113417 730863 -730863 7575143 7380681 11791 531689 -1810744 9734905 0.26150 0.73850 0 0 1342530 1342530 4821077 845116 3975961 257086 145093 111993 1606150 1334286 271864 5702348 STOCK AND BOND INVESTMENTS 2106687 F MANAGED PORTFOLIO INVESTMENTS 1764992 F 3871679 21813906 22730255 -916349 37115 -19765 218776 236126 -680223 21831256 37115 37115 21794141 19765 19765 21813906 22511479 0 22511479 218776 218776 22730255 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THESE FUNDS ARE TO BE MAINTAINED PERMANENTLY BY THE ORGANIZATION. THE INCOME EARNED IS TO BE USED FOR GENERAL OPERATIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE CORPORATION 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 IRS. MANAGEMENT OF THE ORGANIZATION HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2012, 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 2008. PART XI, LINE 8 - OTHER ADJUSTMENTS: GOODWILL AMORTIZATION 218,776. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONATED LEGAL SERVICES 19,765. PART XIII, LINE 4B - OTHER ADJUSTMENTS: GOODWILL AMORTIZATION 218,776. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVED A GRANT FROM THE VIRIGINIA DEPARTMENT OF SOCIAL SERVICES IN THE CURRENT YEAR FOR $171,897. 1 UNITED WAY OF WASHINGTON COUNTY 33 WEST FRANKLIN STREET SUITE 203 HAGERSTOWN MD 21740 520691704 501(C)(3) 37000 0 FMV TO HELP WITH DISASTER RELIEF EFFORTS. FLUVANALOUISA HOUSING PO BOX 160 LOUISA VA 23093 541518967 501(C)(3) 7265 0 FMV TO HELP WITH DISASTER RELIEF EFFORTS. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 THE ORGANIZATION PURCHASED THE ASSETS OF THE LAMANO AGENCY IN A IRC SECTION 338(H)(10) PURCHASE ON JULY 8, 2011. THIS PURCHASE ALLOWED THE ORGANIZATION TO OFFER NEW SERVICES RELATED TO ITS EXEMPT FUNCTION. THE ORGANIZATION CAN NOW PROVIDE GROUP HOME CARE AND DEVELOPMENTAL SERVICES THROUGH THE AQUISITION AND NEW PROGRAM. FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO FILING FORM 990 WITH THE IRS, THE BOARD OF TRUSTEES IS SENT BY EMAIL A COPY FOR THEIR REVIEW AND COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C EXPLANATION OF MONTORING AND ENFORCEMENT OF CONFLICT OF INTERESTS AT THE ANNUAL MEETING THE BOARD OF TRUSTEES REVIEWS CONFLICT OF INTEREST POLICIES. THE BOARD EXECUTIVE COMMITTEE IS INFORMED OF ANY DISCLOSURES OR INCIDENTS AT THE TIME OF OCCURRENCE. THE FULL BOARD IS NOTIFIED AT THEIR NEXT SCHEDULED MEETING. THE ORGANIZATION ALSO UTILIZES A CONFIDENTIAL THIRD PARTY REPORTING SERVICE THAT ALLOWS FOR ANONYMOUS REPORTING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW AND APPROVAL PROCESS FOR OFFICERS AND KEY EMPLOYEES THE BOARD OF TRUSTEES HAS AN APPROVED EXECUTIVE COMPENSATION POLICY. LFSVA THROUGH ITS HUMAN RESOURCE DEPT. PERIODICALLY CONTRACTS FOR AN INDEPENDENT COMPENSATION STUDY FOR ALL AGENCY POSITIONS. THE HR DEPT. ALSO COLLECTS PUBLISHED SURVEY DATA AND ADJUSTS THE COMPENSATION SCALE ANNUALLY BASED ON MARKET AND COST OF LIVING CHANGES. THE ORGANIZATION HAS A GOAL OF POSITIONING TOTAL COMPENSATION, INCLUDING BENEFITS, AT THE MEDIAN OF THE MARKET. THE COMPENSATION AND PERFORMANCE EVALUATION FOR THE CHIEF EXECUTIVE OFFICER (CEO) IS ADMINISTERED BY THE BOARD EXECUTIVE COMMITTEE. THE CEO IS RESPONSIBLE FOR THE COMPENSATION AND EVALUATION OF OTHER LFS EXECUTIVE POSITIONS. ALL SALARIES ARE BASED ON THE BOARD APPROVED COMPENSATION SCALE. FORM 990, PART VI, SECTION C, LINE 18 LFSVA STATES ON ITS WEBSITE THAT GOVERNING DOCUMENTS, KEY POLICIES INCLUDING THE CONFLICT OF INTEREST POLICY, ANNUAL AUDIT, AND FORM 990 ARE AVAILABLE UPON REQUEST AT WWW.LFSVA.ORG. FORM 990, PART VI, SECTION C, LINE 19 PRIOR TO FILING FORM 990 WITH THE IRS, THE BOARD OF TRUSTEES IS SENT BY EMAIL A COPY FOR THEIR REVIEW AND COMMENTS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 37,115. DONATED SERVICES AND USE OF FACILITIES: -19,765. GOODWILL AMORTIZATION 218,776. TOTAL TO FORM 990, PART XI, LINE 5: 236,126. THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. 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