2024-01-24T15:01:11-07:00 2023-06-30 990 2022-07-01 541222012 LUTHERAN FAMILY SERVICES OF VIRGINIA INC LUTH 5407747100 2965 Colonnade Drive Suite 310 Roanoke VA 24018 David Pruett Chief Financial Officer 5407747100 2023-11-30 1 1 11 1 AAL2 2022 2023-04-26 12:10:37Z enCircle Raymond R Ratke 2965 Colonnade Drive Suite 310 Roanoke VA 24018 61847574 0 X www.encircleall.org X 1982 VA At enCircle, we are guided by our vision that all people in our communities will receive the support they need to live abundant lives. Our more than 600 staff and caregivers support children, adults and families, and our services are open to all. 17 17 572 30 0 0 577222 454828 42924251 51835886 28334 471663 348 213 43530155 52762590 0 0 0 0 20414888 23469913 0 0 275853 22836109 28273076 43250997 51742989 279158 1019601 20882816 25938012 6061276 9700669 14821540 16237343 EnCircle's mission is to express God's love by providing services and assistance to empower communities, families, and individuals in their journey to well-being. Our goal is to make the world a more loving place. 0 0 33992661 0 38297076 Developmental Services: EnCircle's community-based services for people with developmental disabilities focus on quality care, with the goal of supporting meaningful life experiences in the setting of their choice. Our staff act as mentors and friends to help people attain their goals, while ensuring their health, safety, and medical needs are met. Our 15 group homes (in Virginia and West Virginia) provide around-the-clock support for women and men in comfortable, community-based houses. We also support adults living in their own homes through individualized in-home services. Skilled nursing and therapeutic consultation services are available to support clients in any setting to ensure their medical and behavioral needs are met. We also contract with and support more than 200 Family Care Providers, people who support adults with developmental disabilities living in their homes. To ensure people are integrated into their communities as fully as possible, we offer day support and community coaching programs as well. Our Developmental Services are licensed through the Virginia Department of Behavioral Health and Developmental Services (DBHDS) and the West Virginia Office of Health Facility Licensure and Certification and are accredited through the Commission on Accreditation of Rehabilitation Services (CARF). During the fiscal year ending June 30, 2023, we helped close to 600 adults with developmental disabilities lead more abundant lives. 9228129 0 9053151 Minnick Schools - EnCircle's Minnick Schools help students ages 5 to 22 who have experienced challenges in public schools reach their academic, behavioral, vocational, and developmental goals. Minnick Schools, licensed by the Virginia Department of Education as private day schools and accredited through the Virginia Association of Independent Special Education Facilities, are located in Roanoke, Harrisonburg, Wytheville, Wise, and Bristol. We partner with more than 20 local school districts, which refer students to our schools, and work collaboratively with students' families. Our highly trained educational and support staff provide individualized instruction in small classrooms, incorporating the latest technology. We serve students with a wide range of disabilities, including those on the autism spectrum, to reach academic and behavioral milestones. Our goal for students is that they transition successfully back to public school, or in our vocational programs, to the work world. In the fiscal year ending June 30, 2023, we served 244 students, 22 of whom successfully returned to public school and four of whom graduated with their high school degree. 1160929 0 1064930 Treatment Foster Care, Adoption, and Counseling Services - At enCircle, we wrap support around children in foster care who have experienced trauma to help them heal and find permanent family connections. We are a licensed child-placing agency through the Virginia Department of Social Services and our Treatment Foster Care program is CARF-accredited. We recruit and train adults in the Richmond and Tidewater regions who are eager to share their skills, strengths, courage, and "life firsts" with children in foster care. Many of the children we serve are teens, part of sibling groups, or have behavioral challenges or other special needs. In some cases, our foster families adopt children in their care, and in other cases, children return to birth families or other placements. Frequently, our foster parents provide long-term stability and connection for young people, which greatly increases their chances of becoming successful and contributing adults. Our highly trained staff also offer post-adoption case management for families who have adopted children either from foster care or through private agencies. We understand the unique and ongoing needs of families created through adoption. Finally, we also provide visit coaching to mentor families through visits with their children with the goal of reuniting parents with children in foster care. During the fiscal year ending June 30, 2023, enCircle supported 15 children in foster care, and seven children in care were adopted. We also supported 48 families through post-adoption case management and 12 families through visit coaching. EnCircle also provides Outpatient Mental Health services, which we call Counseling. EnCircle's experienced counselors offer a trauma-informed and integrative approach to individual and family counseling. We conduct comprehensive assessments and highly individualized treatment. Our counselors are trained in trauma-focused treatment interventions for children, teens, young adults, adults, and families dealing with emotional and behavioral issues. Our clinicians offer in-person and virtual counseling options. In the fiscal year ending June 30, 2023, enCircle clinicians served 241 people, including 14 military families. 1934722 0 3420729 Immigration and Refugee Services - EnCircle works to make our communities welcoming places for immigrants and refugees through our growing array of programs. Our bilingual staff assist immigrant children who arrive in the U.S. unaccompanied in reuniting with family and sponsors in this country. We provide fingerprints and conduct home studies as part of the background check process for family members and sponsors who are taking in an immigrant child to ensure their safety. Additionally, we provide case management for these children and their families for several months after reunification to ensure children who are relocating have their educational, health, legal, and other needs met. During the fiscal year ending June 30, 2023 we fingerprinted 87 family members and assisted 270 children and teens through our home study and post-release case management services. In anticipation of serving more children, we also worked on the start-up of Transitional Foster Care in Richmond for children who need a safe home while awaiting reunification with a sponsor, as well as Long Term Foster Care in Tidewater for those children who cannot be reunited with their sponsor. These programs are all provided in partnership with Lutheran Immigration and Refugee Services (LIRS). We also provide counseling and other supportive services for adult immigrants who are seeking asylum as they await immigration hearings. This program is provided in partnership with Lutheran Social Services of the National Capital Area (LSSNCA). In the fiscal year ending June 30, 2024, our bilingual staff served 74 people. 1934722 0 3420729 46316441 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 1 24 0 1 572 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X David A Pruett CPA CFO 5407747100 2965 Colonnade Drive Suite 310 Roanoke VA 24018 Raymond Ratke CEO 45 0 X 260126 0 61556 David A Pruett Chief Financial Officer 45 0 X 207222 0 34139 Tresha Lafon Chief Administrative Officer 45 0 X 194704 0 7484 Margaret Nimmo Chief Engagement Officer 45 0 X 171650 0 15649 Matthew Graczyk Chief Culture Officer 45 0 X 108424 0 34868 Holly Rhodenhizer Vice President of Program Operations 45 0 X 121739 0 14851 Terri Webber Vice President of Program Operations 45 0 X 121187 0 5810 Kimberly Hall Nursing Supervisor 45 0 X 102164 0 13021 El-Freida King Controller 45 0 X 103387 0 4043 Mr Clay Arthur Director 2 0 X 0 0 0 Rev Christopher Carr Director 2 0 X 0 0 0 Dr Wanda Fisher Director 2 0 X 0 0 0 Mr Malcolm James Director 2 0 X 0 0 0 Ms Helen Keck Director 2 0 X 0 0 0 Mr Frederick G Kraegel Director 2 0 X 0 0 0 Mr George W Marget III Director 2 0 X 0 0 0 Dr Phyllis Milton Director 2 0 X 0 0 0 Ms Christina O'Neill Director 2 0 X 0 0 0 Mr Stephen J Sikkema Director 2 0 X 0 0 0 Ms Heera Simon Director 2 0 X 0 0 0 Mr Chauncey Strong Director 2 0 X 0 0 0 Mr Bruce Swanson Director 3 0 X 0 0 0 Ms Lisa Alderman Treasurer, Board of Directors 3 0 X 0 0 0 Rev Debra Dukes Vice Chair Board of Directors 2 0 X 0 0 0 Rev Richard J Goeres Chair Board of Directors 4 0 X 0 0 0 Dr Judith N Green Secretary, Board of Directors 2 0 X 0 0 0 1390603 0 191421 9 0 1 0 Synergy Technical LLC 2201 W Broad St Suite 100 Richmond VA 23220 Monitors and maintains IT for the Agency 228417 1 1506 0 0 0 114112 339210 114112 454828 Developmental Services 623210 38297076 38297076 0 0 Minnick Schools - Educational Services 611110 9053151 9053151 0 0 Treatment Foster Care, Adoption & OMH 624100 1064930 1064930 0 0 Immigration & Refugee Services 624190 3420729 3420729 0 0 0 0 0 0 51835886 140613 0 0 140613 0 0 0 0 0 0 0 0 0 0 8367597 1048437 8537050 547934 -169453 500503 331050 500503 0 -169453 0 Miscellaneous small amounts received 624000 213 213 0 0 0 0 0 0 213 52762590 52336602 0 -28840 0 0 0 0 0 0 0 0 1602523 378772 1130102 93649 17848732 15175231 2576188 97313 0 0 0 0 451447 367179 82038 2230 2241167 1948862 274795 17510 1326044 1060399 251462 14183 0 0 0 0 16123 507 15616 0 37000 0 37000 0 21000 21000 0 0 0 0 23998 0 23998 0 73598 15742 57831 25 200457 92006 100367 8084 160974 151109 9468 397 390794 323379 54038 13377 0 0 0 0 2026235 1968029 55748 2458 177186 134479 38039 4668 0 0 0 0 0 0 0 0 73581 69729 2939 913 0 0 0 0 1290450 1239745 47312 3393 358778 211419 146253 1106 FOSTER PARENT & FAMILY CARE HOME PAYMENTS 21271046 21271046 0 0 STAFF RECRUITMENT, RETENTION & DEVELOPMENT 511042 420599 84271 6172 COMMUNICATIONS (PHONE & DATA) 198828 172761 24335 1732 VEHICLE EXPENSE (REPAIRS, MAINTENANCE, ETC) 233361 219157 13430 774 1208625 1075291 125465 7869 51742989 46316441 5150695 275853 4732713 2393364 244548 2142102 0 0 3476194 4464177 0 0 0 0 0 0 0 0 348778 194035 7950117 4076899 3799677 3873218 3079183 5625057 2124667 0 0 0 3015974 2127420 61082 5118639 20882816 25938012 3073900 3120535 0 0 0 0 0 0 0 0 0 0 2968838 1394512 0 0 18538 5185622 6061276 9700669 X 13151890 14572692 1669650 1664651 14821540 16237343 20882816 25938012 1019601 396202 0 0 0 0 X 0 1 X 1 1 1 X 385163 453407 370055 469433 454828 2132886 35700534 35323354 37956028 42924251 51835886 203740053 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 36085697 35776761 38326083 43393684 52290714 205872939 72896 61550 61642 31246 31265 258599 0 0 0 0 0 0 72896 61550 61642 31246 31265 258599 205614340 190575 131198 104705 123709 140613 690800 0 0 0 0 0 0 190575 131198 104705 123709 140613 690800 0 0 0 0 0 0 -234 4370 21271 348 213 25968 36276038 35912329 38452059 43517741 52431540 206589707 0.99528 0.99427 0.00334 0.00411 X Schedule A, Part III, Line 12 Amounts reported on Schedule A, Part III, Line 12 represent immaterial miscellaneous receipts that arise in the normal course of conducting enCircle's exempt functions, such as rebates on purchases, insurance proceeds received from property loss claims and other small receipts not otherwise classified. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 0 0 0 0 1 21000 21000 0 Schedule C, Part II-B, Line 1 During FYE 6/30/2023, enCircle partnered with another Virginia 501(c)(3) organization to engage the firm of Troutman, Pepper, Hamilton & Sanders to lobby in the Virginia General Assembly regarding a proposed process for rate-setting for our Minnick Schools. Total amount paid to this firm by enCircle was $6,200. enCircle also engaged the firm Coffman Collaborative to lobby in the West Virginia General Assembly for additional funding in the State budget for services to adults with disabilities. Total amount paid to this firm was $14,800. 2124667 0 4000 0 0 0 2128667 2387923 0 -263256 0 0 0 2124667 1879480 0 508443 0 0 0 2387923 1851513 3771 24196 0 0 0 1879480 1852276 0 79237 0 80000 0 1851513 0 0.75 0.25 0 0 4107 629613 633720 0 4098220 1695104 2403116 0 734167 326244 407923 0 1511483 1361659 149824 0 972527 693892 278635 3873218 Right of Use Asset (ASC Section 842) 5020451 Section 457b Investment 42587 Security Deposits 55601 5118639 0 Section 457b Plan Payable 42587 Lease Liability 5143035 5185622 53158792 396202 0 0 0 396202 52762590 0 0 0 52762590 51742989 0 0 0 0 0 51742989 0 0 0 51742989 Schedule D, Part V, Line 4 enCircle maintains two endowment funds. The Minnick School Endowment Fund has a permanently-restricted corpus balance of $162,208 as of June 30, 2023. The earnings from this fund may be used at the discretion of management to further the educational experiences of students at our Minnick Schools. The Eleanor Smelzer Endowment Fund has a permanently-restricted corpus balance of $1,438,983 as of June 30, 2023. The earnings from this fund are not restricted and can be used for organization needs at the discretion of management. The total permanently-restricted corpus of the two funds at June 30, 2023 of $1,601,091 is included on Form 990, Part X, Line 29 as permanently-restricted net assets. The market value of the two funds as of June 30, 2023 of $2,128,667 is shown on Form 990, Part X, Line 12. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 enCircle does not advertise for or solicit students for our Minnick Schools. Students in need of the services offered by enCircle are referred to our schools by local public school boards. enCircle does not discriminate against any potential students on the basis of race, creed, religion, sex, sexual orientation, gender identification or national origin. Schedule E, Part I, Line 6 Students who attend enCircle's Minnick Schools are referred to the organization by local public school systems. At the time of the referrals, enCircle and the localities enter into contractual agreements under which the local governments pay enCircle's published rates for students who attend our schools. X X X X X 0 1 0 0 0 0 0 0 0 Raymond Ratke CEO 246221 0 13905 0 0 0 30982 0 14736 0 305844 0 0 0 David A Pruett Chief Financial Officer 198669 0 8553 0 0 0 7006 0 9528 0 223756 0 0 Tresha Lafon Chief Administrative Officer 187093 0 7612 0 0 0 7483 0 0 0 202188 0 0 0 Margaret Nimmo Chief Engagement Officer 164872 0 6778 0 0 0 6665 0 7236 0 185551 0 0 0 Schedule J, Part I, Line 4 enCircle maintains a non-qualified deferred compensation plan under Internal Revenue Code Section 457b. The plan is available to members of senior management. enCircle does not contribute to the plan for any employees. Employees who elect to participate in the plan may defer income taxes on amounts of their salary reductions which are contributed to the plan. As of June 30, 2023, one employee is participating in the plan. All Key Employees Key Employees 952530 Wages and benefits per Form 990 Part VII 0 X 2 114112 Actual cost 0 0 1 0 Form 990, Part VI, Section B, Line 11b Form 990 is prepared each year by the organization's Chief Financial Officer, who is a Certified Public Accountant. Once it has been completed, the 990 is reviewed by senior management, and then is distributed electronically to the members of the Board of Directors for their review prior to filing the return. Form 990, Part VI, Section B, Line 12c Each year, members of the Board of Directors, as well as members of the organization's Executive Team, review the organization's Code of Ethics and Conflict of Interest Policy. enCircle also utilizes a confidential independent third-party reporting system that allows for anonymous reporting of any suspected or perceived conflicts of interest. If a report of such conflict is received by the third party, enCircle's Chief Administrative Officer and/or her designee investigates and provides follow-up. If the suspected or perceived conflict involves a member of the Executive Team, including the CEO, the report is sent directly by the third party to the chair of enCircle's Board of Directors. Form 990, Part VI, Section B, Line 15 Compensation of enCircle's CEO is determined annually by the Board of Directors, which uses information from various independent sources, including comparable information from other similar organizations, and market analyses. The Board also takes into consideration the specific performance of the CEO. The CEO in turn determines the compensation of the Executive Team based on specific performance and market analyses. Form 990, Part VI, Section C, Line 19 enCircle states on its website (www.encircleall.org) that its governing documents, key policies (including Conflict of Interest and Whistleblower Policies), annual audited financial statements and Form 990 are available to the public upon request from enCircle's administrative offices in Roanoke, Virginia, or from any member of the organization's Executive Team. Dent Road LLC 2609 McVitty Road Roanoke VA 24018 Ownership of real estate VA 0 0 Luthern Family Services of Virginia Massanutten Street LLC 2965 Colonnade Drive Suite 310 Roanoke VA 24018 Ownership of real estate VA 0 0 Lutheran Family Services of Virginia Inc Stonebrook Community Services LLC 2965 Colonnade Drive Suite 310 Roanoke VA 24018 852887989 Group homes for adults with disabilities in WV WV 4087665 3910435 Lutheran Family Services of Virginia Inc dba enCircle