FAMILYMEANS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FAMILYMEANS (EIN 41-6045574)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-24
- IRS object ID
- 202412069349300706
- Schema version
- 2023v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-24T07:33:49-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341873282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SOUTH 9TH STREET SUITE 1000 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416045574 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAMILYMEANS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FAMI | BusinessNameControlTxt |
| Phone | 6514394840 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1875 NORTHWESTERN AVENUE SOUTH | AddressLine1Txt |
| City | STILLWATER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55082 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM KROENING | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 6514394840 | PhoneNum |
| Signature | 2024-07-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JIM | PersonFirstNm |
| Person Last | KROENING | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE THIEL | PreparerPersonNm |
| PTIN | P00526510 | PTIN |
| Phone | 6123397811 | PhoneNum |
| Preparation | 2024-07-18 | 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 | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JIM KROENING | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1875 NORTHWESTERN AVENUE SOUTH | AddressLine1Txt |
| City | STILLWATER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,796,570 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FAMILYMEANS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1963 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | FAMILYMEANS STRENGTHENS COMMUNITIES BY HELPING INDIVIDUALS AND FAMILIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 65 | TotalEmployeeCnt |
| Total Volunteers | 112 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,444,300 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,994,220 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,209,643 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,515,182 | CYProgramServiceRevenueAmt |
| PY Investment Income | $133,114 | PYInvestmentIncomeAmt |
| CY Investment Income | $141,680 | CYInvestmentIncomeAmt |
| PY Other Revenue | $38,534 | PYOtherRevenueAmt |
| CY Other Revenue | $53,243 | CYOtherRevenueAmt |
| PY Total Revenue | $4,825,591 | PYTotalRevenueAmt |
| CY Total Revenue | $4,704,325 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,885,448 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,385,235 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $267,018 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,561,895 | PYOtherExpensesAmt |
| CY Other Expenses | $1,618,610 | CYOtherExpensesAmt |
| PY Total Expenses | $4,447,343 | PYTotalExpensesAmt |
| CY Total Expenses | $5,003,845 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $378,248 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$299,520 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,210,556 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,531,003 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $302,069 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $266,362 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,908,487 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,264,641 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FAMILYMEANS STRENGTHENS COMMUNITIES BY HELPING INDIVIDUALS AND FAMILIES THROUGH CHALLENGES IN ALL LIFE STAGES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,619,157 | ExpenseAmt |
| Revenue | $2,124,322 | RevenueAmt |
| Desc | COUNSELING AND THERAPY - SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $564,819 | ExpenseAmt |
| Revenue | $301,916 | RevenueAmt |
| Desc | FINANCIAL SOLUTIONS - SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $595,048 | ExpenseAmt |
| Revenue | $71,497 | RevenueAmt |
| Desc | CAREGIVING AND AGING - SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | DescDesc | RevenueRevenueAmt |
|---|---|---|
| $443,028 | YOUTH DEVELOPMENT - FAMILYMEANS PROVIDES FREE, HIGH-QUALITY AFTER SCHOOL AND SUMMER PROGRAMMING FOR YOUTH AGES 5 THROUGH 18 LIVING IN THE MOBILE HOME CITY OF LANDFALL, MINNESOTA, AND THE PRIVATELY-OWNED CIMARRON MOBILE HOME COMMUNITY IN LAKE ELMO, MINNESOTA. BOTH COMMUNITIES ARE HOME TO LOW-INCOME, DIVERSE, AND AT-RISK POPULATIONS OF YOUTH WHO ARE SOCIALLY AND PHYSICALLY ISOLATED FROM SURROUNDING COMMUNITIES. EACH SITE OFFERS A CHILDREN'S PROGRAM AND A TEEN PROGRAM. THE GOAL OF THE YOUTH DEVELOPMENT INITIATIVES IS EQUIPPING YOUTH TO LEARN, THRIVE, CONNECT, AND CONTRIBUTE THROUGHOUT THEIR LIVES. PARTICIPATING YOUTH CAN EXPLORE ART, SCIENCE, MUSIC, COOKING, AND TECHNOLOGY SKILL-BUILDING IN A FREE-CHOICE, DROP-IN ENVIRONMENT. ACTIVITIES ALSO INCLUDE FIELD TRIPS, COMMUNITY SERVICE, SPORTS, FITNESS AND RECREATION, LEADERSHIP DEVELOPMENT, AND ORGANIZING COMMUNITY EVENTS. HELP WITH SCHOOLWORK IS AVAILABLE DAILY.THE READY TO BE PROGRAM GUIDES TEENS IN THOUGHTFUL PREPARATION FOR POSTSECONDARY LIFE. IN 2023, 230 CHILDREN AND YOUTH ATTENDING OUR PROGRAMS. IN YEAR-END SURVEYS, YOUTH STATE THAT OUR PROGRAMMING CONNECTS THEM WITH CARING AND RESPONSIVE STAFF, OFFERS THEM NEW LEARNING OPPORTUNITIES, HELPS THEM DEVELOP RELATIONAL SKILLS, GUIDES THEM ABOUT THEIR FUTURES, AND ENABLES THEM TO CONTRIBUTE TO COMMUNITY LIFE. | |
| $13,665 | EMPLOYEE ASSISTANCE - COMPANIES CONTRACT WITH THE ORGANIZATION TO PROVIDE SERVICES THAT NURTURE A HEALTHY WORKFORCE AND WORK ENVIRONMENT. UNDER THIS BENEFIT, EMPLOYEES AND THEIR FAMILY MEMBERS HAVE ACCESS TO LEGAL SERVICES AND THE ORGANIZATION'S PROGRAMS FOR CONFIDENTIAL HELP WITH PERSONAL MATTERS. THE PROGRAM ALSO PROVIDES TRAINING, MEDIATION, CRITICAL INCIDENT STRESS DEBRIEFINGS AND CONSULTATION TO MANAGEMENT. | $17,447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $456,693 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $17,447 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,235,717 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 0 | 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 | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 65 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | Yes (1) | 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 |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| 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 | DOUG ELLIOTT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6514394840 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1875 NORTHWESTERN AVE S | AddressLine1Txt |
| City | STILLWATER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55082 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BRIAN GUNDERSON | ||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MELISSA HARRIS | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOSH ZIGNEGO | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PETER MATZEK | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LINDSAY BELLAND | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BOB CLARK | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANU GREEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HEIDI HUBBARD MD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE LYNER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JESSICA MELETIOU | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RAJEAN MOONE PHD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CLARK SHROEDER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES KROENING | ||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $121,701 | $0 | $17,192 |
| DOUG ELLIOTT | ||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $82,645 | $0 | $14,677 | |
| MARISSA KROPP | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARMEN COLOMBO | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW SALISBURY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $204,346 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $31,869 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 | $109,463 | FederatedCampaignsAmt |
| Fundraising | $22,228 | FundraisingAmt |
| Government Grants | $468,601 | GovernmentGrantsAmt |
| All Other Contributions | $1,393,928 | AllOtherContributionsAmt |
| Noncash Contributions | $17,578 | NoncashContributionsAmt |
| Total Contributions | $1,994,220 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| COUNSELING AND THERAPY | 624100 | $2,124,322 | $2,124,322 |
| FINANCIAL SOLUTIONS | 624100 | $301,916 | $301,916 |
| CAREGIVING AND AGING | 624100 | $71,497 | $71,497 |
| EMPLOYEE ASSISTANCE | 624100 | $17,447 | $17,447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,515,182 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $165,054 | TotalRevenueColumnAmt |
| Exclusion | $165,054 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,023,966 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,047,340 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$23,374 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$23,374 | TotalRevenueColumnAmt |
| Exclusion | -$23,374 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $96,206 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $22,228 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $44,905 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,301 | TotalRevenueColumnAmt |
| Exclusion | $51,301 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,942 | TotalRevenueColumnAmt |
| Exclusion | $1,942 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,942 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,704,325 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,515,182 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $194,923 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,215 | TotalAmt |
| Management And General | $201,492 | ManagementAndGeneralAmt |
| Fundraising | $34,723 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,655,101 | TotalAmt |
| Program Services | $2,340,217 | ProgramServicesAmt |
| Management And General | $121,727 | ManagementAndGeneralAmt |
| Fundraising | $193,157 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,284 | TotalAmt |
| Program Services | $261,692 | ProgramServicesAmt |
| Management And General | $11,061 | ManagementAndGeneralAmt |
| Fundraising | $13,531 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,635 | TotalAmt |
| Program Services | $171,168 | ProgramServicesAmt |
| Management And General | $20,205 | ManagementAndGeneralAmt |
| Fundraising | $16,262 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,980 | TotalAmt |
| Management And General | $2,980 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,540 | TotalAmt |
| Management And General | $49,540 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,325 | TotalAmt |
| Management And General | $11,325 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425,864 | TotalAmt |
| Program Services | $423,719 | ProgramServicesAmt |
| Management And General | $2,145 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,519 | TotalAmt |
| Program Services | $1,745 | ProgramServicesAmt |
| Management And General | $54 | ManagementAndGeneralAmt |
| Fundraising | $720 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,771 | TotalAmt |
| Program Services | $49,397 | ProgramServicesAmt |
| Management And General | $8,017 | ManagementAndGeneralAmt |
| Fundraising | $2,357 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,365 | TotalAmt |
| Program Services | $71,532 | ProgramServicesAmt |
| Management And General | $8,751 | ManagementAndGeneralAmt |
| Fundraising | $6,082 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,427 | TotalAmt |
| Program Services | $238,523 | ProgramServicesAmt |
| Management And General | $19,904 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,428 | TotalAmt |
| Program Services | $22,327 | ProgramServicesAmt |
| Management And General | $1,053 | ManagementAndGeneralAmt |
| Fundraising | $48 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,380 | TotalAmt |
| Program Services | $213,412 | ProgramServicesAmt |
| Management And General | $19,968 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,308 | TotalAmt |
| Program Services | $48,881 | ProgramServicesAmt |
| Management And General | $7,427 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSE | $198,260 | $196,676 | $1,762 | -$178 |
| BAD DEBT | $72,126 | $72,126 | ||
| MISCELLANEOUS | $70,104 | $58,835 | $11,218 | $51 |
| MEMBERSHIP/ACCREDITATIO | $42,039 | $40,449 | $1,590 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,174 | TotalAmt |
| Program Services | $25,018 | ProgramServicesAmt |
| Management And General | $891 | ManagementAndGeneralAmt |
| Fundraising | $265 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,003,845 | TotalAmt |
| Program Services | $4,235,717 | ProgramServicesAmt |
| Management And General | $501,110 | ManagementAndGeneralAmt |
| Fundraising | $267,018 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,162 | BOYAmt |
| EOY | $315,054 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,682,920 | BOYAmt |
| EOY | $3,246,333 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,452 | BOYAmt |
| EOY | $96,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,336 | BOYAmt |
| EOY | $357,391 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,889 | BOYAmt |
| EOY | $39,809 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,552,199 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,026,741 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,385,552 | BOYAmt |
| EOY | $4,525,458 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,027,237 | BOYAmt |
| EOY | $3,323,781 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,200,774 | BOYAmt |
| EOY | $3,581,287 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,234 | BOYAmt |
| EOY | $45,890 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,210,556 | BOYAmt |
| EOY | $15,531,003 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,589 | BOYAmt |
| EOY | $216,650 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,480 | BOYAmt |
| EOY | $46,212 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,069 | BOYAmt |
| EOY | $266,362 | 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 | $11,479,683 | BOYAmt |
| EOY | $11,693,974 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,428,804 | BOYAmt |
| EOY | $3,570,667 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,908,487 | BOYAmt |
| EOY | $15,264,641 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,210,556 | BOYAmt |
| EOY | $15,531,003 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$299,520 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $655,674 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | 0 | FederalGrantAuditRequiredInd |
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 | $2,358,891 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,117,069 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,443,249 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,444,300 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,994,220 | CurrentTaxYearAmt |
| Total | $12,357,729 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,411,376 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,305,487 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,318,127 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,209,643 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,515,182 | CurrentTaxYearAmt |
| Total | $11,759,815 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,770,267 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,422,556 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,761,376 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,653,943 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,509,402 | CurrentTaxYearAmt |
| Total | $24,117,544 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $842,506 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $732,405 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $614,702 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $328,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $401,700 | CurrentTaxYearAmt |
| Total | $2,919,313 | 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 Minus4 Years | $842,506 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $732,405 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $614,702 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $328,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $401,700 | CurrentTaxYearAmt |
| Total | $2,919,313 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $21,198,231 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $60,768 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $110,845 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,394 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,964 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $165,054 | CurrentTaxYearAmt |
| Total | $520,025 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $60,768 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $110,845 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,394 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,964 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $165,054 | CurrentTaxYearAmt |
| Total | $520,025 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,629 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,910 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $38,534 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,243 | CurrentTaxYearAmt |
| Total | $125,316 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,852,664 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,545,311 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,857,770 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,779,441 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,727,699 | CurrentTaxYearAmt |
| Total | $24,762,885 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.85600 | PublicSupportCY509Pct |
| Public Support PY509 | 0.85900 | PublicSupportPY509Pct |
| Investment Income CY | 0.02100 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01680 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $2,434 | BeginningBalanceAmt |
| Additions During Year | $3,755,263 | AdditionsDuringYearAmt |
| Distributions During Year | $3,756,782 | DistributionsDuringYearAmt |
| Ending Balance | $915 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,371,780 | BeginningYearBalanceAmt |
| Contributions | $173,512 | ContributionsAmt |
| Investment Earnings Or Losses | $415,064 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $325,000 | OtherExpendituresAmt |
| End Year Balance | $3,635,356 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,834,927 | BeginningYearBalanceAmt |
| Contributions | $237,500 | ContributionsAmt |
| Investment Earnings Or Losses | -$621,373 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $52,631 | OtherExpendituresAmt |
| Administrative Expenses | $26,643 | AdministrativeExpensesAmt |
| End Year Balance | $3,371,780 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,658,449 | BeginningYearBalanceAmt |
| Contributions | $1,172,609 | ContributionsAmt |
| Investment Earnings Or Losses | $394,906 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $367,888 | OtherExpendituresAmt |
| Administrative Expenses | $23,149 | AdministrativeExpensesAmt |
| End Year Balance | $3,834,927 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,390,430 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $306,593 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,907 | OtherExpendituresAmt |
| Administrative Expenses | $20,667 | AdministrativeExpensesAmt |
| End Year Balance | $2,658,449 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,034,187 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $395,001 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,756 | OtherExpendituresAmt |
| Administrative Expenses | $21,002 | AdministrativeExpensesAmt |
| End Year Balance | $2,390,430 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01800 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98200 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $791,704 | OtherCostOrOtherBasisAmt |
| Book Value | $791,704 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,795,604 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,815,886 | DepreciationAmt |
| Book Value | $2,979,718 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $86,975 | OtherCostOrOtherBasisAmt |
| Depreciation | $84,078 | DepreciationAmt |
| Book Value | $2,897 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,732,398 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,078,068 | DepreciationAmt |
| Book Value | $654,330 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $145,518 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,709 | DepreciationAmt |
| Book Value | $96,809 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,525,458 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ST CROIX VALLEY FOUNDATION | $3,083,973 | F |
| ST PAUL FOUNDATION | $497,314 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,581,287 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $46,212 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $46,212 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,426,462 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $655,674 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $77,788 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $733,462 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,693,000 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $11,325 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $11,325 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,704,325 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,070,308 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $77,788 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $77,788 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,992,520 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $11,325 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $11,325 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,003,845 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 1B: | THE ORGANIZATION ACTS IN A FIDUCIARY CAPACITY AS CUSTODIANS OF CLIENT FUNDS ENTRUSTED TO THEM. THESE FUNDS ARE KEPT SEPARATELY AND ARE SEGREGATED FROM OPERATING ACCOUNT FUNDS. CLIENT FUNDS ARE DEPOSITED IN A SEPARATE CLIENT DEPOSIT ACCOUNT IN A FEDERALLY INSURED FINANCIAL INSTITUTION. |
| PART V, LINE 4: | FAMILYMEANS HAS THREE PROGRAM ENDOWMENTS. THROUGH ANNUAL GRANTS, IF NEEDED, THE TWO PROGRAM ENDOWMENTS HELP TO SUPPORT AGENCY PROGRAMS. THE PURPOSE OF THE FACILITY FUND IS TO PAY FOR MAJOR REPAIRS AND MAINTENANCE TO THE BUILIDNG AND GROUNDS OF FAMILYMEANS. |
| PART X, LINE 2: | THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSTIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNZED BY THE ORGANIZATION FOR UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023 AND 2022. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BETTER IS POSSIBLE | Event1Nm |
| Gross Receipts Event1 | $118,434 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $22,228 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $96,206 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $3,295 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $9,096 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $32,514 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $118,434 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $22,228 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $96,206 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,295 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $9,096 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $32,514 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $44,905 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $51,301 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4A | COUNSELING AND THERAPY FAMILYMEANS IS A MN AND WI LICENSED MENTAL HEALTH COMMUNITY CENTER WITH OFFICES IN HUDSON, STILLWATER, ST. PAUL, AND 16 SCHOOLS LOCATED IN 2 MINNESOTA AND 1 WISCONSIN DISTRICTS. SERVICES INCLUDE OUTPATIENT ASSESSMENT AND COUNSELING SERVICES TO ADDRESS A WIDE VARIETY OF MENTAL HEALTH ISSUES TO ALL WHO REQUEST SERVICES, REGARDLESS OF ABILITY TO PAY. THE CENTER FOR GRIEF AND LOSS IN ST. PAUL OFFERS SPECIALIZED OUTPATIENT SERVICES FOR CLIENTS WHO HAVE EXPERIENCED COMPLICATED OR AMBIGUOUS LOSS, AND SIGNIFICANT TRAUMA. THE GOAL OF THE MENTAL HEALTH AND COUNSELING PROGRAM IS TO HELP CLIENTS UNDERSTAND THEIR PROBLEMS AND SEE WAYS TO BEGIN SOLVING THESE PROBLEMS. INDIVIDUAL ASSESSMENTS ARE COMPLETED AND THERAPY IS OFFERED TO CHILDREN, ADOLESCENTS, AND ADULTS TO MITIGATE ISSUES SUCH AS EMOTIONAL DISTURBANCES OF DEPRESSION OR ANXIETY, SCHOOL OR EMPLOYMENT PROBLEMS, AND OTHER PERSONAL OR RELATIONSHIP CONCERNS. FAMILY THERAPY ASSISTS GROUPS OF PEOPLE FUNCTIONING AS A FAMILY UNIT WITH ISSUES SUCH AS COMMUNICATION, CONFLICT, AND PARENTING. GROUP THERAPY IS TOPIC-SPECIFIC AND VARIABLE; GROUPS MAY BE IN LONG-TERM OR TIME-LIMITED FORMATS. SCHOOL-LOCATED COUNSELING PROGRAMS ALLOW STUDENTS TO ACCESS MENTAL HEALTH THERAPY WITHOUT TRANSPORTATION, FINANCIAL OR SCHEDULING CONCERNS; CHILDREN IN TRANSITION GROUPS IN ELEMENTARY SCHOOLS ARE OFFERED TO STUDENTS WHOSE PARENTS ARE DIVORCING, AND A MENTAL HEALTH SCREENING IS OFFERED TO 7TH AND 9TH GRADERS IN THE PRESCOTT SCHOOL DISTRICT. OUR SCHEDULING GOAL IS TO ARRANGE APPOINTMENTS WITHING 3 WEEKS OF AN INITIAL CALL FOR HELP. IN 2023, WE PROVIDED COUNSELING SERVICES TO 867 PEOPLE IN OUR STILLWATER AND HUDSON OFFICES, 405 IN ST. PAUL, AND 316 STUDENTS IN SCHOOL-BASED COUNSELING, WITH AN ADDITIONAL 83 STUDENTS WITH NON-THERAPY CONTACT. |
| PART III, LINE 4B | FINANCIAL SOLUTIONS FINANCIAL SOLUTIONS OFFERS COMPREHENSIVE SERVICES AIMED AT EMPOWERING INDIVIDUALS AND FAMILIES TO ACHIEVE FINANCIAL AND HOUSING STABILITY. OUR OFFERINGS INCLUDE BUDGET AND DEBT COUNSELING, HUD HOUSING COUNSELING, A DEBT MANAGEMENT PROGRAM, AND FINANCIAL EDUCATION. THROUGH ONE-ON-ONE SESSIONS WITH CERTIFIED CONSUMER CREDIT COUNSELORS, CLIENTS RECEIVE PERSONALIZED GUIDANCE ON UNDERSTANDING THEIR FINANCIAL SITUATION, EXPLORING REPAYMENT AND SAVING STRATEGIES, CREATING PRACTICAL BUDGETS, AND ESTABLISHING LONG-TERM FINANCIAL GOALSALL PROVIDED AT NO COST. FOR SOME CLIENTS, ENROLLMENT IN OUR DEBT MANAGEMENT PROGRAM ENABLES THEM TO REPAY UNSECURED DEBT WHILE SAVING SIGNIFICANT INTEREST AND FEES OVER A FIXED PERIOD. FAMILYMEANS DOES NOT PAY THEIR DEBT BUT DESIGNS A PROGRAM IN COORDINATION WITH THEIR CREDITORS THAT PROVIDES THEM WITH A MANAGEABLE PAYMENT PLAN. OUR FINANCIAL EDUCATION PROGRAMS, CONDUCTED IN VARIOUS SETTINGS FOR BOTH STUDENTS AND ADULTS, AIM TO IMPART MONEY MANAGEMENT SKILLS TO MITIGATE FINANCIAL CHALLENGES. IN 2023, WE SERVED OVER 1000 FAMILIES THROUGH BUDGET AND DEBT COUNSELING, AND OUR DEBT MANAGEMENT CLIENTS REPAID $3.7 MILLION IN UNSECURED DEBT. ADDITIONALLY, WE CONDUCTED 100 FINANCIAL EDUCATION PROGRAMS, ATTENDED SEVERAL RESOURCE FAIRS AND REACHED APPROXIMATELY 1500 INDIVIDUALS. |
| PART III, LINE 4C | CAREGIVING AND AGING PROVIDING CARE TO AN OLDER ADULT OR A YOUNGER PERSON WITH SPECIAL NEEDS CAN BECOME A STRAIN FOR THE CAREGIVER EMOTIONALLY, PHYSICALLY, AND FINANCIALLY. SINCE 1986, FAMILYMEANS HAS OFFERED A VARIETY OF SERVICES TO HELP THESE UNPAID FAMILY AND FRIEND CAREGIVERS EFFECTIVELY MANAGE AND SUSTAIN THIS IMPORTANT ROLE WHILE STAYING WELL THEMSELVES. WE PROVIDE EDUCATION, COACHING AND CONSULTATIONS, INFORMATION AND REFERRAL, SUPPORT GROUPS, AND GROUP AND IN-HOME RESPITE. CAREGIVERS RECEIVE GUIDANCE, RESOURCE CONNECTIONS, PROFESSIONAL AND PEER SUPPORT, AND REGULAR RESPITE BREAKS THAT GIVE THEM TIME TO THEMSELVES. AS A RESULT, CAREGIVERS' STRESS AND ISOLATION DECREASE, AND THEIR CONFIDENCE AND CAPABILITY INCREASE. RECOGNIZING THE AGING OF OUR COMMUNITY AND THE INCREASING PREVALENCE OF DEMENTIA, WE HAVE SPECIALIZED PROGRAMMING FOCUSED ON OLDER ADULTS AND FAMILIES EXPERIENCING MEMORY LOSS. WE PROVIDE EDUCATION AND GUIDANCE TO INDIVIDUALS WHO ARE EXPLORING THE POSSIBILITIES OF THEIR OLDER YEARS, OFFER MEMORY SCREENINGS, SPECIALIZED DEMENTIA-RELATED SUPPORT GROUPS, AND MEANINGFUL OPPORTUNITIES FOR FAMILIES TO BE TOGETHER DESPITE PHYSICAL AND COGNITIVE CHALLENGES. TO WORK TOWARD LONG-TERM CHANGE WE ENGAGE COMMUNITY PARTNERS TO PLAN AND ACT TOGETHER TO DEVELOP A MORE AGE FRIENDLY COMMUNITY. WE USE A COMBINATION OF VIRTUAL AND IN-PERSON METHODS WHEN POSSIBLE TO MAKE OUR SERVICES ACCESSIBLE AND EFFECTIVE FOR USERS IN VARIOUS CIRCUMSTANCES. IN 2023, WE PROVIDED OVER 8,950 HOURS OF CAREGIVER SUPPORT AND AGING SERVICES FOR OVER 2,200 PARTICIPANTS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE REVIEWS THE 990 AND APPROVES IT. THE MINUTES OF THE AUDIT COMMITTEE MEETING AND THE 990 ARE INCLUDED IN AN EMAIL TO THE BOARD FOR THE BOARD MEETING. THE 990 IS AVAILABLE TO ALL BOARD MEMBERS WHO ARE INTERESTED IN REVIEWING IT. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY THE FULL BOARD AND ALL OF THE OFFICERS OF THE AGENCY FILL OUT AND SIGN A NEW CONFLICT OF INTEREST DISCLOSURE FORM. AT THE BOARD AND MANAGEMENT MEETINGS, WHERE THE FORMS ARE SIGNED, EVERYONE IN THE ROOM IS ASKED AT THAT TIME, TO VERBALLY DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST. IF AT THAT TIME, ANY BOARD OR MANAGEMENT MEMBER FELT THAT A CONFLICT EXISTED, THE FULL BOARD WOULD REVIEW, AND IF NECESSARY IMPLEMENT ANY POSSIBLE RESTRICTIONS ON THE PERSON WITH THE CONFLICT. THE PRESIDENT OF FAMILYMEANS LEAVES THE BOARD ROOM WHEN THE BOARD IS DISCUSSING HIS/HER ANNUAL PERFORMANCE REVIEW AND ANY POSSIBLE SALARY ADJUSTMENTS. OTHER THAN THIS, THERE HAVE BEEN NO ISSUES BROUGHT BEFORE THE BOARD THAT MIGHT CREATE A CONFLICT OF INTEREST. ALL EMPLOYEES OF FAMILYMEANS SIGN A CONFLICT OF INTEREST DISCLOSURE AT THE TIME OF THEIR INITIAL EMPLOYMENT. THE HR MANAGER AND PRESIDENT REVIEW THE DISCLOSURES TO DETERMINE IF ANY CONFLICT DOES INDEED EXIST. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION FOR THE PRESIDENT OF FAMILYMEANS IS ESTABLISHED BY THE BOARD OF DIRECTORS, BASED ON COMPARABLE DATA AVAILABLE FROM VARIOUS NONPROFIT SALARY SURVEYS. ON AN ANNUAL BASIS THE BOARD CHAIR REVIEWS THE PRESIDENT'S PERFORMANCE. A SUMMARY OF THIS REVIEW IS BROUGHT TO THE FULL BOARD. IN A CLOSED MEETING THE BOARD REVIEWS BOTH PERFORMANCE AND PAY. SALARY ADJUSTMENTS, IF ANY, ARE MADE AT THIS TIME. THE BOARD CHAIR KEEPS MINUTES OF THE REVIEW PROCESS. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN JUNE 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS, ARTICLES OF INCORPORATION, BYLAWS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
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