2025-02-21T03:58:50-06:00 2024-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2023-07-01 237212022 CHILD & FAMILY AGENCY OF SE CT INC CHIL 8604374550 7 VAUXHALL STREET NEW LONDON CT 06320 LISA BAXTER CHIEF FINANCIAL & ADMIN OFFICER 8604374550 2025-02-19 1 1 LORI ROTHE YOKOBOSKY CPA P01273422 9592007000 2025-02-19 2023 2025-03-06 01:10:19Z LISA BAXTER 7 VAUXHALL STREET NEW LONDON CT 06320 24980301 0 X WWW.CHILDANDFAMILYAGENCY.ORG X 1972 CT ADVANCING INDIVIDUAL AND COMMUNITY HEALTH 13 13 304 30 0 0 12589073 16135612 4276035 4450174 314507 386953 30179 114060 17209794 21086799 0 0 0 0 15455194 17341244 0 0 306525 4526209 4498323 19981403 21839567 -2771609 -752768 11743588 11143072 2803112 2873661 8940476 8269411 ADVANCING INDIVIDUAL AND COMMUNITY HEALTH 0 0 10307376 2521520 COUNSELING: OFFICE BASED - 1,479 CHILDREN, ADULTS & FAMILY MEMBERS. IN-HOME SERVICES - 563 CHILDREN & FAMILY MEMBERS. HEALTHY FUTURES IS A MIDDLESEX COUNTY BASED, IN-HOME PROGRAM IN PARTNERSHIP WITH MIDDLESEX HEALTH AND THE CONNECTICUT COMMUNITY DOULAS LLC: 76 FAMILIES SERVED IN THE YEAR. A NEW DCF-FUNDED PROGRAM, THE URGENT CRISIS CENTER (UCC), LAUNCHED IN AUGUST 2023. IT IS ONE OF ONLY FOUR SUCH CENTERS IN THE STATE, OFFERING IMMEDIATE, NO-APPOINTMENT-NEEDED CARE TO CHILDREN AND TEENS FACING MENTAL HEALTH OR BEHAVIORAL HEALTH CRISIS. TOTAL CHILDREN/ADOLESCENTS SERVED WAS 273 IN FY24. 5427769 1400639 SCHOOL BASED & SCHOOL LINKED HEALTH CENTERS - 18,763 VISITS TO CENTERS (11,485 MENTAL HEALTH AND 7,278 MEDICAL). OUR SCHOOL-BASED HEALTH CENTERS OFFER COMPREHENSIVE OUTPATIENT MEDICAL AND MENTAL HEALTH SERVICES WITHIN THE SCHOOL ENVIRONMENT. CFA CURRENTLY OPERATES 20 LICENSED SBHCS ACROSS NEW LONDON COUNTY. 1760193 545739 CHILDHOOD SERVICES: COMPREHENSIVE DEVELOPMENT SERVICES - MEDICAL, MENTAL HEALTH, CHILD CARE, AND SOCIAL SERVICES ARE AVAILABLE TO CHILDREN BIRTH TO SIX YEARS. FAMILY RESOURCE CENTERS AND CHILD CARE SERVICES. CHILD CARE PROVIDED TO 132 CHILDREN. 169 FAMILIES SERVED THROUGH OUR NEW LONDON AND GROTON FAMILY RESOURCE CENTERS. 16024 16024 17511362 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 51 0 1 304 1 0 0 0 0 0 1 1 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 0 0 CT X X LISA BAXTER 8604374550 7 VAUXHALL STREET NEW LONDON CT 06320 BETH LEAMON BOARD DIRECTOR 0.15 X 0 0 0 CAROL MARZETTA BOARD SECRETARY 1.20 X X 0 0 0 CHRISTINE HAMMOND BOARD DIRECTOR 0.55 X 0 0 0 DEREK PIRRUCCELLO BOARD DIRECTOR 1.00 X 0 0 0 ELLEN BROWN BOARD DIRECTOR 0.50 X 0 0 0 FRED BOATENG BOARD DIRECTOR 0.70 X 0 0 0 HARWOOD COMSTOCK BOARD DIRECTOR 3.75 X 0 0 0 MATT WILLIAMS BOARD TREASURER 1.00 X X 0 0 0 MATTHEW SPRING BOARD VICE-CHAIR 2.89 X X 0 0 0 MICHELLE MARRA BOARD DIRECTOR 1.20 X 0 0 0 NEIL BALLOTTE BOARD DIRECTOR 0.38 X 0 0 0 PAT VARHOLY BOARD DIRECTOR 2.35 X 0 0 0 TERESA BURBANK BOARD CHAIR 4.00 X X 0 0 0 LISA BAXTER CHIEF FINANCIAL & ADMINISTRATIVE OFFICER 40.00 X 143417 0 22507 LISA OTTO CHIEF EXECUTIVE OFFICER 40.00 X 162750 0 36382 ANNA GODDARD MANAGING DIRECTOR 40.00 X 170671 0 3413 DR ALLANA LEE MEDICAL DIRECTOR 40.00 X 377986 0 39435 JASON LAWRENCE CHIEF INFORMATION OFFICER 40.00 X 151442 0 0 ERIN SAYLOR CHIEF OPERATING OFFICER 40.00 X 150190 0 2998 SARA LAMBERT PEDIATRIC NURSE PRACTITIONER 40.00 X 144844 0 22372 1301300 0 127107 13 0 1 0 UNITED COMMUNITY & FAMILY SERVICES INC 34 EAST TOWN STREET NORWICH CT 06360 COMMUNITY SERVICES 1009137 FRANK ZAINO& ASSOCIATES INC PO BOX 57 NORTH STONINGTON CT 06359 CONSTRUCTION CONTRACTOR 630743 ECLINICAL WORKS LLC PO BOX 847950 BOSTON MA 01581 TECHNOLOGY SERVICES 312162 MIDDLESEX HOSPITAL 28 CRESENT STREET MIDDLETOWN CT 06457 COMMUNITY SERVICES 184602 INDEED PO BOX 660367 DALLAS TX 752660367 RECRUITMENT SERVICES 152849 5 207027 43694 15529056 355835 170445 16135612 COUNSELING, SCHOOL BASED, CHILDCA 624100 4192066 4192066 WORKSHOPS & CONTRACTS 624100 258108 258108 4450174 173062 173062 3909856 150653 3713385 133233 196471 17420 213891 213891 143220 43694 46884 96336 96336 17724 17724 17724 21086799 4467898 0 483289 429330 345921 77877 5532 13996285 11391758 2424127 180400 374886 289431 80631 4824 1455205 1123493 312986 18726 1085538 885125 184192 16221 12432 12432 94340 94340 25700 25700 55240 55240 1561334 1461070 88402 11862 74332 67739 5700 893 125773 93209 26747 5817 634610 452741 174866 7003 648167 499675 148075 417 163767 159543 3863 361 50981 42517 7905 559 212402 170372 38592 3438 139072 12674 125301 1097 SUPPLIES 396470 360653 33119 2698 SPECIAL EVENTS EXPENSES 43781 43781 ORGANIZATION DUES 31718 15865 15703 150 DIRECT SERVICE COSTS 18843 17218 1598 27 209361 122358 84284 2719 21839567 17511362 4021680 306525 423 373 1237835 861334 879976 1150824 135381 191104 367807 0 280578 188141 7706856 4035054 3350418 3671802 5262508 4827934 228662 251560 11743588 11143072 1381104 1572475 72159 78573 1120284 677279 275000 229565 270334 2803112 2873661 X 7608024 7026338 1332452 1243073 8940476 8269411 11743588 11143072 -752768 81703 0 X 0 1 X 1 1 1 X 10549489 11824095 12657805 12589073 16135612 63756074 10549489 11824095 12657805 12589073 16135612 63756074 63756074 155781 150460 361847 193022 173062 1034172 96336 96336 8380 90566 56736 32264 17724 205670 65092252 19587234 0.97950 0.97970 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - 2019 AMOUNT: $ 8,380. 2020 AMOUNT: $ 90,566. 2021 AMOUNT: $ 56,736. 2022 AMOUNT: $ 32,264. 2023 AMOUNT: $ 17,724. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25700 25700 21813867 21839567 1000000 250000 0 0 928915 965841 1000000 1000000 3894756 5842134 24950 24450 24450 25700 99550 232229 241460 250000 250000 973689 1460534 3749266 50000 114130 874876 3038520 4007686 91955 350375 3749266 4578865 2007 -123447 449739 4007686 4835435 80295 415635 752500 4578865 4105074 692337 38024 4835435 0.88681 0.11319 0 0 397095 397095 6593414 3404604 3188810 596538 573943 22595 119809 56507 63302 3671802 LEASE LIABILITIES 270334 270334 X 21160146 81703 46884 128587 21031559 55240 55240 21086799 21831211 46884 46884 21784327 55240 55240 21839567 PART V, LINE 4: THE BOARD OF DIRECTORS AUTHORIZES THE USE OF ENDOWMENT FUNDS FOR THE PURPOSES THAT ARE INTENDED TO FURTHER THE AGENCY'S MISSION. USES OF ENDOWMENT FUNDS INCLUDE SUPPORT OF THE AGENCY'S PROGRAMS, SERVICES AND PHYSICAL PLANT INFRASTRUCTURE. PART X, LINE 2: THE AGENCY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND, THEREFORE, HAS NO PROVISION FOR FEDERAL OR STATE INCOME TAXES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE AGENCY AND HAS CONCLUDED THAT, AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE AGENCY'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2021 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE AGENCY HAD UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENTS OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 46,884. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 46,884. CFA GOLF TOURNAMENT 121961 31834 90127 30099 TOUCH A TRUCK 58353 11326 47027 14735 1 6600 534 6066 2050 186914 43694 143220 46884 46884 96336 X X 0 0 0 0 0 0 0 0 0 DR ALLANA LEE MEDICAL DIRECTOR 377986 0 0 0 0 0 6100 0 33335 0 417421 0 0 0 LISA OTTO CHIEF EXECUTIVE OFFICER 162750 0 0 0 0 0 3479 0 32903 0 199132 0 0 0 ANNA GODDARD MANAGING DIRECTOR 170671 0 0 0 0 0 3413 0 0 0 174084 0 0 0 SARA LAMBERT PEDIATRIC NURSE PRACTITIONER 144844 0 0 0 0 0 2842 0 19530 0 167216 0 0 0 LISA BAXTER CHIEF FINANCIAL & ADMINISTRATIVE OFF 143417 0 0 0 0 0 2987 0 19520 0 165924 0 0 0 ERIN SAYLOR CHIEF OPERATING OFFICER 150190 0 0 0 0 0 2998 0 0 0 153188 0 0 0 JASON LAWRENCE CHIEF INFORMATION OFFICER 151442 0 0 0 0 0 0 0 0 0 151442 0 0 0 X 1 4227 FMV X 1 120275 FMV X MISCELLANEOUS 42 45943 FMV 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 UNDERGOES A NUMBER OF INTERNAL AND EXTERNAL REVIEWS BEFORE IT IS FILED WITH THE IRS. THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY THE CEO, CFAO AND FINANCE AND AUDIT COMMITTEE OF THE BOARD. LASTLY, IT IS SENT TO ALL BOARD MEMBERS FOR VOTING AND APPROVAL PROCESS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POTENTIAL BOARD MEMBERS ARE SCREENED/REVIEWED BY THE GOVERNANCE COMMITTEE OF THE BOARD AND THEN RECOMMENDED TO THE FULL BOARD FOR REVIEW AND VOTE. THE BOARD MEMBERS SIGN A CONFLICT OF INTEREST AGREEMENT AND A CONFIDENTIALITY AGREEMENT. EVERY EMPLOYEE SHOULD AVOID ANY INTEREST, INVESTMENT, OR ASSOCIATION, WHICH INTERFERES WITH CFA'S BEST INTEREST. A CRUCIAL PART OF THIS POLICY IS A CONTINUING REQUIREMENT THAT ALL EMPLOYEES WILL MAKE PROMPT DISCLOSURE OF ANY FACT OR CIRCUMSTANCE WHICH MAY INVOLVE A CONFLICT OF INTEREST. ALL EMPLOYEES ARE EXPECTED TO ACT IN CFA'S BEST INTEREST AT ALL TIMES. FORM 990, PART VI, SECTION B, LINE 15A THE REVIEW AND DECISION-MAKING IS WITH THE EXECUTIVE COMMITTEE OF THE BOARD. THE CEO DOES A SELF- ASSESSMENT THAT IS REVIEWED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTATION AVAILABLE UPON REQUEST. ORGANIZATION WILL BE MAKING AVAILABLE ON THEIR WEBSITE.