2012-03-05T12:39:27-06:00 2011-06-30 CHERRY BEKAERT & HOLLAND LLP 410 FIRST STREET ROANOKE VA 24011 990 2010-07-01 541222012 LUTHERAN FAMILY SERVICES OF VIRGINIA LUTH 5407747100 2609 MCVITTY RD ROANOKE VA 24018 DANIEL MALKOS 5407747100 2012-03-01 1 F FULTON GALER 5403426911 2010 2016-02-24 21:20:13Z DANIEL MALKOS 2609 MCVITTY ROAD ROANOKE VA 24018 11526067 0 X WWW.LFSVA.ORG X 1982 VA LFSVA OFFERS SOCIAL SERVICES TO PEOPLE OF ALL AGES, AND EDUCATES CHILDREN WITH COMPLEX NEEDS. 12 12 249 0 0 0 480888 360384 10489138 10964031 106097 125573 38742 76079 11114865 11526067 0 0 0 0 8295585 7829919 0 0 108087 3848102 3910975 12143687 11740894 -1028822 -214827 14182896 14732532 5599449 5347215 8583447 9385317 X LFSVA EXPRESSES GOD'S LOVE BY PROVIDING SERVICES AND ASSISTANCE TO EMPOWER COMMUNITIES, FAMILIES, AND INDIVIDUALS IN THEIR JOURNEY TO WELL BEING. WE ARE FAITH BASED AND SERVE ALL PEOPLE WITHOUT REGARD TO RACE, GENDER, DISABILITY, OR ETHNICITY. 0 0 3483555 11165683 DAY SCHOOL PROGRAM: MINNICK EDUCATION CENTERS, LOACATED IN ROANOKE, HARRISONBURG, WYTHEVILLE AND WISE, WORK WITH PUBLIC SCHOOLS IN 32 LOCALITIES AND SERVED MORE THAN 223 STUDENTS LAST SCHOOL YEAR. ALL SCHOOLS OFFER INDIVIDUALIZED INSTRUCTION AND A TREATMENT TEAM THAT WORKS CLOSELY WITH THE PUBLIC SCHOOL, STUDENT, AND FAMILY. A ROUNDED CIRRICULUM IS ALIGNED WITH THE STATE STANDARDS OF LEARNING AND INCLUDES ART, MUSIC, PHYSICAL EDUCATION, AND DRIVER'S ED. TECHNOLOGY-RICH CLASSROOMS AND ONLINE CIRRICULUM PROGRAMS SUCH AS NOVANET HELP STUDENTS KEEP UP WITH THEIR PUBLIC SCHOOL PEERS.WE ALSO OFFER VOCATIONAL AND COMMUNITY-BASED INSTRUCTION. 2737559 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 HOURS A DAY, 7 DAYS A WEEK. OUR GOAL IS TO HELP CHILDREN MOVE TOWARD PERMANENCY AND MANY OF OUR FAMILIES ADOPT THE CHILDREN THEY FOSTER. WE ALSO OFFER FAMILIES THE OPTION TO BE CERTIFIED AS BOTH FOSTER AND ADOPTIVE PARENTS. THIS YEAR WE PROVIDED SERVICES TO 115 CHILDREN IN FOSTER CARE. 1825069 COMMUNITY BASED SERVICES: LFSVA IS COMMITTED TO HELPING FAMILIES DEAL CONSTRUCTIVELY WITH PROBLEMS AND CRISES SO THAT THEY MAY 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 SUPPORT 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. THIS YEAR WE PROVIDED COMMUNITY BASED SERVICES TO 189 INDIVIDUALS. 2342939 THERAPEUTIC DAY TREATMENT: THIS PROGRAM OFFERS INDIVIDUALIZED THERAPEUTIC MENTAL HEALTH SUPPORT FOR THE 21 STUDENTS AND 82 FAMILY MEMBERS.WE HELP STUDENTS WITH IMPORTANT LIFE CHALLENGES SUCH AS ANGER MANAGEMENT, SUBSTANCE ABUSE, SELF ESTEEM, AND GRIEF THROUGH BEHAVIORAL INTERVENTIONS, INDIVIDUAL AND GROUP COUNSELING, AND CRISIS INTERVENTION. 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 AND A BOARD CERTIFIED BEHAVIOR ANALYST IS ON STAFF TO PROVIDE CONTINUING SKILL-BUILDING AND ASSISTANCE.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 INTERACTIONS, 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.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 US 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.THIS YEAR 32 CHILDREN WERE ADOPTED THROUGH LFSVA.OLDER ADULT SERVICES: LFSVA HELPS OLDER ADULTS AND THEIR CAREGIVERS MAKE IMPORTANT DECISIONS DURING 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 ALSO PROVIDES A SUPPORTIVE AND SAFE ENVIRONMENT FOR GRIEVING INDIVIDUALS TO SHARE AND VALIDATE THEIR FEELINGS OF GRIEF AND LOSS; COMMUNITY EDUCATION ON GRIEF AND LOSS ISSUES, AND SUPPORT DURING TIMES OF CRISIS OR DISASTER RESPONSE. WE OFFER SUPPORTS GROUPS, WORKSHOPS, AND SEMINARS ON LOSS; COMMUNITY SUPPORT MEETINGS; SUPPORT TO SCHOOLS FOLLOWING LOSS OR TRAUMATIC EVENTS; AND DEBRIEFINGS ABOUT CRITICAL INCIDENTS, CRISES, AND NATURAL OR HUMAN-MADE DISASTERS. FOR MORE INFORMATION ON OUR PROGRAMS, PLEASE VISIT OUR WEBSITE AT WWW.LFSVA.ORG. 2342939 10389122 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 44 0 1 249 1 0 0 0 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 X CHIEF FINANCIAL OFFICER LFSVA 5407747100 2609 MCVITTY RD ROANOKE VA 24018 X REV RICHARD GOERES 1.00 X X 0 0 0 DR ROBIN CROWDER 1.00 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 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 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 JULIE SWANSON 40.00 X 125703 0 0 125703 0 0 1 0 0 0 0 196673 163711 360384 PROG.SERV.REVENUE-RELA 611600 10964031 10964031 10964031 125573 125573 MISC. REVENUE-RELATED- 561000 76079 76079 76079 11526067 11165683 0 0 125703 125703 6218724 5757300 401874 59550 1485492 1318928 146809 19755 100115 32672 67443 62600 38051 10843 13706 214046 168055 40856 5135 303793 274941 22737 6115 238603 238603 284696 103400 181204 92 88635 54070 34322 243 FOSTER PARENT EXPENSE 1440159 1440159 CONTRACT SERVICES 262614 248383 14231 FOOD AND BEVERAGE 93487 93487 COMMUNICATION 82440 59782 20727 1931 MEMBERSHIP AND ACCREDID 26790 8810 17320 660 712997 552481 159616 900 11740894 10389122 1243685 108087 15115 7820 1079659 3315749 1207786 1445215 80091 85072 7705508 2035164 5884327 5670344 73669 5832987 4194539 9262 13793 14182896 14732532 985171 994960 4614278 4352255 5599449 5347215 X 6980161 7792386 10355 0 1592931 1592931 8583447 9385317 14182896 14732532 X -214827 1016697 X X 0 1 1 X 0 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: IN ADDITION TO QUALIFYING FOR PUBLIC CHARITY STATUS AS A SCHOOL UNDER IRC SECTION 170(B)(1)(A)(II), THE ORGANIZATION SHOULD ALSO QULAIFY UNDER IRC SECTION 170(B)(1)(A)(I) AS A CHURCH. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6113417 0 730863 -730863 6113417 7380681 11791 531689 -1810744 6113417 0.73940 0.26060 0 0 1335594 1335594 4779859 689273 4090586 225351 92385 132966 1364704 1253506 111198 5670344 STOCK AND BONDS 2324740 F MANAGED PORTFOLIO 1869799 F 4194539 11526067 11740894 -214827 1016697 1016697 801870 12542764 1016697 1016697 11526067 0 11526067 11740894 0 11740894 0 11740894 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. 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 RECEIVES A SMALL GRANT FROM THE DEPARTMENT OF JUSTICE. IT COMPOSES LESS THAN .5% OF THE ORGANIZATIONS REVENUES. 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 TRHIRD 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: 1,016,697. PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE LAST YEAR. MINNICK ROANOKE LLC 2609 MCVITTY ROANOKE VA 24018 OPERATING COMPANY VA 879497 N/A DENT ROAD 2609 MCVITTY ROANOKE VA 24018 REAL ESTATE VA N/A MASSANUTTEN LLC 2609 MCVITTY ROANOKE VA 24018 REAL ESTATE VA N/A LCH OF THE SOUTH ENDOWMENT FUND LLC 2609 MCVITTY ROANOKE VA 24018 OPERATING COMPANY VA 5108001 N/A MINNICK WYTHEVILLE LLC 2609 MCVITTY ROANOKE VA 24018 OPERATING COMPANY VA N/A MINNICK HARRISONBURG LLC 2609 MCVITTY ROANOKE VA 24018 OPERATING COMPANY VA N/A