LUND FAMILY CENTER INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LUND FAMILY CENTER INC (EIN 03-0179434)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-01
- IRS object ID
- 202411229349300721
- Schema version
- 2022v5.0
- 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 C
- Schedule D
- Schedule G
- Schedule I
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-01T07:05:05-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Congress St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030179434 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lund Family Center Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUND | BusinessNameControlTxt |
| Phone | 8028647467 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 Glen Road PO Box 4009 | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 054064009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary Burns | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Phone | 8028647467 | PhoneNum |
| Signature | 2024-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Mary | PersonFirstNm |
| Person Last | Burns | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara J McGuan CPA | PreparerPersonNm |
| PTIN | P00219457 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2024-04-30 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Mary Burns | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 Glen Road PO Box 4009 | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 054064009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,899,858 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.lundvt.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1890 | FormationYr |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Activity Or Mission | Lund helps children thrive by empowering families to break cycles of poverty, addiction and abuse. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 191 | TotalEmployeeCnt |
| Total Volunteers | 105 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,146,083 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,269,543 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,326,289 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,348,661 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$89,209 | PYInvestmentIncomeAmt |
| CY Investment Income | $83,493 | CYInvestmentIncomeAmt |
| PY Other Revenue | $176,458 | PYOtherRevenueAmt |
| CY Other Revenue | $35,516 | CYOtherRevenueAmt |
| PY Total Revenue | $9,559,621 | PYTotalRevenueAmt |
| CY Total Revenue | $10,737,213 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $56,838 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $66,479 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,299,157 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,885,476 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $295,786 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,870,665 | PYOtherExpensesAmt |
| CY Other Expenses | $2,061,918 | CYOtherExpensesAmt |
| PY Total Expenses | $9,226,660 | PYTotalExpensesAmt |
| CY Total Expenses | $10,013,873 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $332,961 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $723,340 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,179,690 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,958,091 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,795,371 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,571,208 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,384,319 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,386,883 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Lund helps children thrive by empowering families to break cycles of poverty, addiction and abuse. Lund offers hope and opportunity to families through education, treatment, family support and adoption. Lund serves birth parents, adoptive families and adoptees with counseling, post-adoption support, and search/reunion. Lund works with the State to run project family, which finds homes for Vermont's waiting children.Lund is Vermont's only residential treatment for pregnant or parenting adolescents/women, and their children and is a designated parent child center. Other services include outpatient substance abuse/mental health treatment for women and children; home visits to at-risk families; quality childcare/early education; and teen pregnancy prevention panels. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $4,511,768 | ExpenseAmt |
| Grant | $46,831 | GrantAmt |
| Revenue | $5,443,725 | RevenueAmt |
| Desc | Residential Program:Vermont's only residential treatment program where pregnant or parenting women can live with their child or children while engaging in gender specific, trauma informed, mental health and substance abuse treatment that is holistic and family centered. Lund's treatment services include life skills education, parenting education, individual, group and family counseling; and medical case management. Women engage in residential treatment for substance abuse and mental health disorders with children in residence with them. Mothers also work with family engagement specialists to ensure that they are well connected to the necessary resources in the community of their choice, and have a stable and strong grounding in parenting and in their recovery after leaving Lund. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,691,034 | ExpenseAmt |
| Grant | $8,396 | GrantAmt |
| Revenue | $2,040,813 | RevenueAmt |
| Desc | Child & Family ServicesParent Child Center (PCC): PCCs are a network of 15 community-based non-profit organizations serving all of Vermont. Lund is one of three parent child centers in Chittenden County that provides support to families with young children through eight core services based on the Strengthening Families protective factors network. Lund's goal is to help Vermont families get off to a healthy start, promote their well-being and help them build on their family strengths.Family Education: Family Education is available to families with a child age 6 or under in Lund's residential program, as well as through home visitation with families across Chittenden County. Lund family educators provide guidance, support and information based on what the family needs, with an aim toward promoting the health and development of young children and increasing positive parenting by enhancing parenting skills.Early Childhood Program: The first five years of a child's life are the foundation for learning and development. Lund's 5-star (highest possible) rated program serves children from birth to 5 years old, five days per week. The program also partners with another nonprofit to provide on-site and community based therapeutic services to children and families in need.The kids-a-part program aims to reduce the traumatic impact experienced by children during a mother's incarceration. The program uses best practices that promote safe and healthy contact during parental incarceration; ensures necessary supports are in place for the family; and improves the capacity for our systems to meet with these families. The program includes services in the women's facility, as well as community-based supports for caregivers and children. Lund provides training, education, and consultation about the impact of parental incarceration and best practices for supporting children and families to Vermont Department of Corrections staff, schools, community-based agencies, and other groups to enhance community-wide understanding of the issue.Supervised Visitation: Sometimes, children and families need a safe and neutral setting to maintain contact with a non-custodial parent to support safe exchange between caretakers. Lund's Supervised Visitation and Exchange Program provides this opportunity to families in Chittenden County. Our staff work with children, parents and guardians to facilitate safe visitation and exchange, and communicate with family court as necessary to assist in on-going evaluation of visitation.Regional Partnership Program: Lund partners with the Vermont Department of Children and Families to conduct substance use screenings with parents and caregivers on the front end of the child protection case to ensure early identification and access to treatment when it is indicated. Our staff provides support to parents and caregivers during this process to address barriers that may negatively impact treatment engagement, assist them to make informed decisions around risk to the child and offer recommendations to promote family and child safety. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,545,227 | ExpenseAmt |
| Grant | $11,252 | GrantAmt |
| Revenue | $1,864,123 | RevenueAmt |
| Desc | Adoption ServicesAdoption Services: Lund is Vermont's oldest and largest nonprofit adoption agency, completing private adoptions for infants and finding forever homes for older children in state custody. Project Family, a twenty year partnership with the Vermont Department of Children and Families, has found forever families for 3,624 children since 2000. During the year, 157 adoptions were finalized, 143 through Project Family, Lund's collaboration with DCF, 8 through Wendy's Wonderful Kids, a signature program of the Dave Thomas Foundation for adoption, and 6 through Lund's private adoption program.Lund's post-permanence program helps adoptive and guardianship families identify strengths and needs, establish goals and connect with community resources to celebrate milestones and to address challenges that can arise for families whose children who have experienced a traumatic start in life. Lund supports adoptive and guardianship families at any time in their lives, regardless of their ability to pay. Discovering Your Roots services help members of the adoption constellation find information and connection to their birth families. Lund partners with the Jockey Being Family Program to give a personalized backpack, blanket and teddy bear to every child on their adoption day. 196 individuals from 143 families received post permanence services. 740 individuals used Lund's Discovering Your Roots services to find information and/or connect with birth families. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,748,029 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 191 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Timothy Keefe | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8028612567 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 Glen Road PO Box 4009 | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 054064009 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Maurine Gilbert | |||||||
| Chair | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Laura Taylor | |||||||
| Vice Chair | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Cyndee Cochrane Sturtevant | |||||||
| Treasurer | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Bob Morgan | |||||||
| Secretary | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Lucy Abair | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Sarah Andriano | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Donna Austin-Hawley | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Thomas Cheney | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Rebecca Heintz | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| John Hollar | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Stephanie Miller-Taylor | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Meg O'Brien | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Christine Oliver | |||||||
| Trustee, Past President | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Darren Springer | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Julio Thompson | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Karen Vastine | |||||||
| Member-At-Large | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| Anna Walls | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Jolinda LaClair | |||||||
| Past Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Mary Burns | |||||||
| President/CEO | 40.00 | Yes (X) | $82,316 | $0 | $3,782 | ||
| Timothy Keefe | |||||||
| Director of Finance | 40.00 | Yes (X) | $120,643 | $0 | $22,035 | ||
| Wanda Audette | |||||||
| Director of Adoption | 40.00 | $114,793 | $0 | $3,158 | Yes (X) | ||
| Courtney Fitzpatrick | |||||||
| Director of RCT | 40.00 | $107,359 | $0 | $26,052 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $425,111 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $55,027 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $54,500 | FederatedCampaignsAmt |
| Fundraising | $166,609 | FundraisingAmt |
| All Other Contributions | $1,048,434 | AllOtherContributionsAmt |
| Noncash Contributions | $57,898 | NoncashContributionsAmt |
| Total Contributions | $1,269,543 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Residential and Treatment | 624100 | $5,443,725 | $5,443,725 |
| Child and Family Services | 611420 | $2,040,813 | $2,040,813 |
| Adoption Fees & Srvcs | 624100 | $1,864,123 | $1,864,123 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,348,661 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,549 | TotalRevenueColumnAmt |
| Exclusion | $97,549 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $47,147 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $47,147 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,147 | TotalRevenueColumnAmt |
| Exclusion | $47,147 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,136,958 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,151,014 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$14,056 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$14,056 | TotalRevenueColumnAmt |
| Exclusion | -$14,056 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $166,609 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $11,631 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$11,631 | TotalRevenueColumnAmt |
| Exclusion | -$11,631 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,737,213 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,348,661 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $119,009 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,479 | TotalAmt |
| Program Services | $66,479 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,776 | TotalAmt |
| Management And General | $228,776 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,060,870 | TotalAmt |
| Program Services | $4,985,260 | ProgramServicesAmt |
| Management And General | $893,131 | ManagementAndGeneralAmt |
| Fundraising | $182,479 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,461 | TotalAmt |
| Program Services | $77,774 | ProgramServicesAmt |
| Management And General | $14,744 | ManagementAndGeneralAmt |
| Fundraising | $2,943 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,053,441 | TotalAmt |
| Program Services | $854,722 | ProgramServicesAmt |
| Management And General | $166,374 | ManagementAndGeneralAmt |
| Fundraising | $32,345 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $446,928 | TotalAmt |
| Program Services | $354,772 | ProgramServicesAmt |
| Management And General | $78,730 | ManagementAndGeneralAmt |
| Fundraising | $13,426 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,033 | TotalAmt |
| Program Services | $7,512 | ProgramServicesAmt |
| Management And General | $15,521 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,900 | TotalAmt |
| Management And General | $55,900 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,724 | TotalAmt |
| Management And General | $11,724 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,315 | TotalAmt |
| Program Services | $205,506 | ProgramServicesAmt |
| Management And General | $168,489 | ManagementAndGeneralAmt |
| Fundraising | $29,320 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,191 | TotalAmt |
| Program Services | $1,182 | ProgramServicesAmt |
| Management And General | $779 | ManagementAndGeneralAmt |
| Fundraising | $19,230 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,367 | TotalAmt |
| Program Services | $26,647 | ProgramServicesAmt |
| Management And General | $39,981 | ManagementAndGeneralAmt |
| Fundraising | $3,739 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $559,953 | TotalAmt |
| Program Services | $367,269 | ProgramServicesAmt |
| Management And General | $186,037 | ManagementAndGeneralAmt |
| Fundraising | $6,647 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,972 | TotalAmt |
| Program Services | $87,376 | ProgramServicesAmt |
| Management And General | $3,434 | ManagementAndGeneralAmt |
| Fundraising | $162 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,548 | TotalAmt |
| Program Services | $115,578 | ProgramServicesAmt |
| Management And General | $5,786 | ManagementAndGeneralAmt |
| Fundraising | $184 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,652 | TotalAmt |
| Program Services | $221,674 | ProgramServicesAmt |
| Management And General | $19,043 | ManagementAndGeneralAmt |
| Fundraising | $935 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,774 | TotalAmt |
| Program Services | $57,905 | ProgramServicesAmt |
| Management And General | $26,578 | ManagementAndGeneralAmt |
| Fundraising | $1,291 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Supplies | $244,322 | $210,202 | $34,120 | |
| Dues and Fees | $58,859 | $41,205 | $15,010 | $2,644 |
| Other Expenses | $43,161 | $38,972 | $4,189 | |
| Equipment | $30,147 | $27,994 | $1,712 | $441 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,013,873 | TotalAmt |
| Program Services | $7,748,029 | ProgramServicesAmt |
| Management And General | $1,970,058 | ManagementAndGeneralAmt |
| Fundraising | $295,786 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,157,047 | BOYAmt |
| EOY | $842,636 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,642,209 | BOYAmt |
| EOY | $4,120,462 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,000 | BOYAmt |
| EOY | $50,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,511,302 | BOYAmt |
| EOY | $1,280,058 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $466,008 | BOYAmt |
| EOY | $466,008 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,157 | BOYAmt |
| EOY | $6,796 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,759 | BOYAmt |
| EOY | $94,222 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,095,097 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,734,930 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,460,289 | BOYAmt |
| EOY | $4,360,167 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,907,870 | BOYAmt |
| EOY | $2,019,682 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,846,049 | BOYAmt |
| EOY | $1,718,060 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,179,690 | BOYAmt |
| EOY | $14,958,091 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $484,799 | BOYAmt |
| EOY | $534,695 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $19,137 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,428,052 | BOYAmt |
| EOY | $2,250,129 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $18,963 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,882,520 | BOYAmt |
| EOY | $1,748,284 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,795,371 | BOYAmt |
| EOY | $4,571,208 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,084,205 | BOYAmt |
| EOY | $8,991,422 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,300,114 | BOYAmt |
| EOY | $1,395,461 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,384,319 | BOYAmt |
| EOY | $10,386,883 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,179,690 | BOYAmt |
| EOY | $14,958,091 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $723,340 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $250,165 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $29,059 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,045,588 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,415,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,505,526 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,146,083 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,269,543 | CurrentTaxYearAmt |
| Total | $8,382,085 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,956,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,274,835 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,035,257 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,326,289 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,348,661 | CurrentTaxYearAmt |
| Total | $44,941,705 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,002,251 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,690,180 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,540,783 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,472,372 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,618,204 | CurrentTaxYearAmt |
| Total | $53,323,790 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $32,150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,850 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $111,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,000 | CurrentTaxYearAmt |
| Total | $271,000 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $32,150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,850 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $111,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,000 | CurrentTaxYearAmt |
| Total | $271,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $53,052,790 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,973 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,652 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92,365 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $144,696 | CurrentTaxYearAmt |
| Total | $410,955 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,973 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,652 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92,365 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $144,696 | CurrentTaxYearAmt |
| Total | $410,955 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $93,489 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,887 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $128,366 | CurrentTaxYearMinus1YearAmt |
| Total | $280,742 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,152,009 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,800,040 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,607,435 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,693,103 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,762,900 | CurrentTaxYearAmt |
| Total | $54,015,487 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98220 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98200 | PublicSupportPY509Pct |
| Investment Income CY | 0.00760 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00630 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $11,119 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $11,119 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Lund Family Center retains a lobbying firm, Downs Rachlin Martin (DRM), who is registered with the office of the Secretary of State in Vermont. DRM follows issues of interest to Lund and its clients and provides information about such issues to Lund's director President/CEO or her designees and board of trustees. DRM also provides information about Lund, its services, and its clients to appropriate members of the General Assembly and the administration. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,933,927 | BeginningYearBalanceAmt |
| Contributions | $62,918 | ContributionsAmt |
| Investment Earnings Or Losses | $253,736 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $53,000 | OtherExpendituresAmt |
| End Year Balance | $2,197,581 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,383,778 | BeginningYearBalanceAmt |
| Contributions | $4,436 | ContributionsAmt |
| Investment Earnings Or Losses | -$454,287 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,933,927 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,434,001 | BeginningYearBalanceAmt |
| Contributions | $506,949 | ContributionsAmt |
| Investment Earnings Or Losses | $442,828 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,383,778 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,520,531 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $63,515 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $150,045 | OtherExpendituresAmt |
| End Year Balance | $1,434,001 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $663,388 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $171,906 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$685,237 | OtherExpendituresAmt |
| End Year Balance | $1,520,531 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.41462 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.58538 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $233,177 | OtherCostOrOtherBasisAmt |
| Book Value | $233,177 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,457,446 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,405,183 | DepreciationAmt |
| Book Value | $4,052,263 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $277,664 | OtherCostOrOtherBasisAmt |
| Depreciation | $222,319 | DepreciationAmt |
| Book Value | $55,345 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $126,810 | OtherCostOrOtherBasisAmt |
| Depreciation | $107,428 | DepreciationAmt |
| Book Value | $19,382 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,360,167 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Right of Use Operating Lease Obligation | Desc |
| Amt | $1,748,284 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,748,284 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,016,344 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $250,165 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $40,690 | OtherRevenueAmt |
| Revenue Not Reported | $290,855 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,725,489 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $11,724 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $11,724 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,737,213 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,013,780 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $11,631 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $11,631 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,002,149 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $11,724 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $11,724 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,013,873 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | To be maintained in perpetuity in order to provide investment income for use in supporting the Agency's programs. |
| Part X, Line 2: | Lund is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. There was no unrelated business income tax incurred by Lund for the years ended June 30, 2023 and 2022. Management has evaluated Lund's tax positions and concluded Lund has maintained its taxexempt status, does not have any significant unrelated business income and has taken no uncertain tax positions that require adjustment to, or disclosure within, the accompanying financial statements. |
| Part XI, Line 2d - Other Adjustments: | Change in Value of Interest Swap Agreement 29,059. Fundraising Expenses 11,631. |
| Part XII, Line 2d - Other Adjustments: | Fundraising Expenses 11,631. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Lund by the Lake | Event1Nm |
| Gross Receipts Event1 | $166,609 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $166,609 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $1,794 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $8,773 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,064 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $166,609 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $166,609 | CharitableContributionsTotAmt |
| Rent Fclty Costs Total Events | $1,794 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $8,773 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,064 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $11,631 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$11,631 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Family Assistance | 72 | $8,396 |
| Residential Treatment Program | 51 | $46,831 |
| Respite | 46 | $11,252 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Organization makes payments directly to vendors on behalf of the grantees to ensure funds are expended in accordance with the grant. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Vermont Economic Development | ||||||||
| A | 036024497 | NoneAvail | 2007-04-01 | $3,200,000 | Construction of Building | 0 | 0 | 0 |
| Vermont Economic Development | ||||||||
| B | 036024497 | NoneAvail | 2007-04-01 | $1,000,000 | Construction of Building | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|
| A | $1,359,549 | $3,200,000 | $3,200,000 | 2009 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $524,350 | $934,028 | $934,028 | 2009 | 0 | 0 | Yes (1) | Yes (1) | $65,972 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TD Bank NA | ||||||||||||
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 15.800000000000 | 0 | 0 | 0 | 0 | 0 |
| TB Bank of NA | ||||||||||||
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 15.800000000000 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $57,898 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, line 3 | The New Horizons program was closed during 2023. |
| Form 990, Part VI, Section B, line 11b | It is the policy of the Lund Family Center to present the Form 990 to its Board of Trustees. Each member of the Board of Trustees will receive a copy of the Form 990, including all schedules except for Schedule B prior to the submission of the Form 990 to the Internal Revenue Service. Lund's Finance Committee reviews the Public Disclosure Form 990 before the form is filed. |
| Form 990, Part VI, Section B, line 12c | The Lund Family Center regularly and consistently monitors and enforces compliance with the Conflict of Interest Statement and Code of Ethics. This is done through direct Board communication at board meetings. The Board routinely and as needed, reviews its established policies to determine their relevancy and currency. |
| Form 990, Part VI, Section B, line 15a | Salaries of all employees, including the President/CEO and key employees, are reviewed annually taking into consideration market data, including local nonprofit salary data, longevity with agency, education, professional certifications and licenses and years of experience. The Human Resources Director approves the salary and salary adjustments of all employees in consultation with the President/CEO as needed, including key employees. The Board of Trustees' Executive Committee approves the salary and salary adjustments of the President/CEO. |
| Form 990, Part VI, Section C, line 19 | The Lund Family Center makes its Governing Documents, Conflict of Interest Policy and Financial Statements available upon request. Financial Statements consist of Audited Financials and Form 990. |
| Form 990, Part XI, line 9: | Change in Value of Interest Rate Swap Agreement 29,059. |
Comments