2023-04-12T08:14:29-05:00 2022-06-30 541517420 WALL EINHORN & CHERNITZER PC 150 W MAIN ST SUITE 1200 NORFOLK VA 23510 990 2021-07-01 540674774 CHILD & FAMILY SERVICES OF EASTERN VA INC D/B/A THE UP CENTER CHIL 7576227017 150 BOUSH STREET SUITE 500 NORFOLK VA 23510 KRISTINA V GILL PRESIDENT AND CEO 7576227017 2023-04-10 1 KRISTINA GILL 999009999 JOHN M WATERS P01334859 7576254700 2023-04-10 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z THE UP CENTER KRISTINA V GILL 150 BOUSH STREET SUITE 500 NORFOLK VA 23510 15272230 0 X WWW.THEUPCENTER.ORG X 1959 VA THE UP CENTER HAS SERVED AS A SAFETY NET FOR THE HAMPTON ROADS COMMUNITY FOR OVER 139 YEARS. TODAY, WE IMPACT APPROXIMATELY 10,000 PEOPLE EACH YEAR. OUR MISSION IS TO PARTNER WITH CHILDREN, FAMILIES, AND COMMUNITIES TO CHANGE LIVES AND OUTCOMES THROUGH INTERVENTION, PREVENTION, AND SUPPORT SERVICES. 20 19 176 198 0 0 4751564 4212295 10561139 11041380 8895 13768 -4230 -7104 15317368 15260339 52018 24362 0 0 6476159 7044924 0 22000 486685 8127050 7966299 14655227 15057585 662141 202754 7855869 7283033 5203116 4550600 2652753 2732433 X THE UP CENTER HAS SERVED AS A SAFETY NET FOR THE HAMPTON ROADS COMMUNITY FOR OVER 139 YEARS. TODAY, WE IMPACT APPROXIMATELY 10,000 PEOPLE EACH YEAR. OUR MISSION IS TO PARTNER WITH CHILDREN, FAMILIES, AND COMMUNITIES TO CHANGE LIVES AND OUTCOMES THROUGH INTERVENTION, PREVENTION, AND SUPPORT SERVICES.WE ENVISION A WORLD WHERE SOCIETY AND ITS SYSTEMS ARE JUST, FAIR, AND INCLUSIVE ENABLING ALL PEOPLE TO PARTICIPATE AND REACH THEIR FULL POTENTIAL. WE STRIVE FOR A HEALTHY AND PROSPEROUS SOCIETY THAT PROMOTES ALL PEOPLE HAVING EQUITABLE ACCESS AND OPPORTUNITY. 0 1 2569560 5000 1740071 AGENCY SERVICES FOR CHILDREN & FAMILIES:UP CENTER PROGRAMS SERVING CHILDREN AND FAMILIES INCLUDE OUR TEAM UP MENTORING PROGRAM; MEDIATION SERVICES; HEALTHY FAMILIES; PARENTS AS TEACHERS; AND FOSTER CARE SERVICES.SOME OF THE HIGHLIGHTS IN THIS PROGRAM SERVICE AREA FOR 2022 INCLUDE:- OUR TEAM UP MENTORING PROGRAM LINKED 115 YOUTH WITH CARING ADULT MENTORS. - OUR EARLY CHILDHOOD HOME VISITING PROGRAMS (PARENTS AS TEACHERS AND HEALTHY FAMILIES) PROVIDED INTENSIVE PARENT EDUCATION AND SUPPORT IN 101 HOUSEHOLDS WITH 137 CHILDREN, HELPING TO ENSURE HEALTHY CHILDREN AND FUTURE SCHOOL READINESS. ADDITIONALLY, THE EARLY CHILDHOOD HOME VISITING SERVICES HAVE BEEN COMPLEMENTED WITH THE IMPLEMENTATION OF DOULA SERVICES TO ASSIST BIRTHING PERSONS WITH SUPPORT IN CHILDBIRTH PREPARATION AND DELIVERY, AS WELL AS LACTATION COUNSELING/SUPPORT AND MATERNAL MENTAL HEALTH SERVICES. THE DOULA PROVIDED SUPPORT FOR 28 BIRTHING PERSONS AND 13 OF THEIR SUPPORT PARTNERS. THE DOULA ASSISTED WITH 16 LIVE BIRTHS AND 13 MOTHERS RECEIVED LACTATION COUNSELING AND BREASTFEEDING SUPPORT. THE DOULA CONDUCTED 78 INDIVIDUAL SUPPORT SESSIONS AND 5 CHILDBIRTH EDUCATION PREPARATION GROUP SESSIONS. 6 MOTHERS ACCEPTED AND RECEIVED MATERNAL MENTAL HEALTH SERVICES.- OUR FOSTER CARE AND ADOPTION PROGRAM PARTNERED WITH FIFTY-FIVE YOUTH. WE HAD 21 NEW PLACEMENTS. NINETEEN CHILDREN WERE REUNITED WITH THEIR BIOLOGICAL FAMILIES AND 8 CHILDREN WERE ADOPTED WITH AN UP CENTER FAMILY. 4550687 16820 947273 AGENCY COUNSELING SERVICES (MENTAL HEALTH AND HOUSING & FINANCIAL COUNSELING):THE UP CENTER PROVIDES A CONTINUUM OF TRAUMA-INFORMED, EVIDENCED-BASED, OUTPATIENT MENTAL HEALTH AND SUBSTANCE USE COUNSELING AND PEER RECOVERY SERVICES TO CHILDREN, ADOLESCENTS, FAMILIES, AND ADULTS WHO ARE UNINSURED AND UNDERINSURED AND WHO ARE DEALING WITH A VARIETY OF LIFE'S CHALLENGES. SOME EXAMPLES OF THE REASONS CLIENTS COME INTO SERVICES INCLUDE GRIEF AND LOSS, DEPRESSION, ANXIETY, STRAINED SOCIAL OR FAMILY RELATIONSHIPS, CHILD AND ADOLESCENT BEHAVIORAL PROBLEMS, SCHOOL AND WORK DIFFICULTIES, LIFE-STAGE ADJUSTMENT, GENDER IDENTITY ISSUES, TRAUMA AND ABUSE, INTERPERSONAL VIOLENCE, CHRONIC RELAPSE, POST-TRAUMATIC STRESS DISORDER (PTSD), LEGAL CONSEQUENCES RELATED TO SUBSTANCE USE, INCREASED PSYCHIATRIC SYMPTOMS, CHRONIC HEALTH ILLNESS, AND MORE. ADDITIONALLY, WE HAVE BEEN ABLE TO OFFER PSYCHOEDUCATIONAL GROUPS INCLUDING: ANGER MANAGEMENT, BATTERER'S INTERVENTION (PSYCHOEDUCATION FOR INDIVIDUALS WITH A HISTORY OF DOMESTIC VIOLENCE AND/OR INTIMATE PARTNER ABUSE), FOR CHILDREN'S SAKE (CO-PARENTING EDUCATION), SUBSTANCE USE PEER RECOVERY (FOR INDIVIDUALS PARTICIPATING IN PEER SERVICES), SUBSTANCE USE RECOVERY, GRIEF AND LOSS SUPPORT GROUP, BECOMING ME (AN LGBTQ+ SUPPORT GROUP FOR LEARNING SELF-CONFIDENCE AND BUILDING SUPPORTS), NO MATTER WHAT (SUPPORT GROUP FOR FAMILIES STRUGGLING WITH SUBSTANCE USE), SOCIAL SKILLS AND AUTISM, AND BLOOM GROUP (SUPPORT GROUP FOR BODY IMAGE AND SELF-CONFIDENCE).THE UP CENTER ALSO CONTINUES TO OPERATE THE STEPHEN A. COHEN MILITARY FAMILY CLINIC AT THE UP CENTER LOCATED IN VIRGINIA BEACH. THIS FACILITY PROVIDES MENTAL HEALTH COUNSELING SERVICES TO POST-911 VETERANS AND THEIR FAMILIES REGARDLESS OF THE VETERAN'S ROLE WHILE IN UNIFORM, DISCHARGE STATUS, OR ABILITY TO PAY. THE MILITARY FAMILY CLINIC HAS SERVED MORE THAN 634 CLIENTS, 52% OF WHO ARE MILITARY CHILDREN AND FAMILY MEMBERSCOMBINED, OUR TEAM OF CLINICAL TEAMS AND PEERS HAVE DELIVERED 11,774 INDIVIDUAL AND FAMILY SESSIONS, 1,592 GROUP UNITS, 2,400 PEER RECOVERY UNITS, AND SERVED MORE THAN 1584 CLIENTS IN FY 22. 444 OF CLIENTS RECEIVING MENTAL HEALTH SERVICES WERE CHILDREN.THE UP CENTER ALSO PROVIDES HOUSING COUNSELING AND FINANCIAL COUNSELING AND EDUCATION SERVICES FOR INDIVIDUALS IN NEED. THESE SERVICES INCLUDE SUPPORT FOR HOMEOWNERS FACING FORECLOSURE OR RENTERS FACING EVICTION; PRE-PURCHASE COUNSELING FOR PROSPECTIVE HOME BUYERS; POST-PURCHASE COUNSELING FOR NON-DELINQUENT SENIOR HOME BUYERS; AND FINANCIAL COUNSELING AND EDUCATION. IN 2022, OUR HOUSING & FINANCIAL COUNSELING PROGRAM PROVIDED SERVICES TO APPROXIMATELY 1,255 INDIVIDUALS. THIS INCLUDED 303 MORTGAGE AND RENTAL CLIENTS. OF THOSE THAT COMPLETED COUNSELING , 96% (86/91) MAINTAINED OR IMPROVED HOUSING STABILITY. 6683844 2542 8354036 AGENCY SERVICES FOR PEOPLE WITH DISABILITIES:THE UP CENTER'S PROGRAM SERVICES FOR PEOPLE WITH DISABILITIES INCLUDES OUR FAMILY LIFE PROGRAM, WHICH ASSISTS INDIVIDUALS WITH INTELLECTUAL DISABILITIES BY PLACING THEM IN HOMES WITH SPECIALLY TRAINED FAMILIES RATHER THAN GROUP HOMES OR INSTITUTIONS. ADDITIONALLY, THE UP CENTER PROVIDES A REPRESENTATIVE PAYEE PROGRAM WHICH PROVIDES FINANCIAL MANAGEMENT FOR PEOPLE WITH DISABILITIES WHO ARE NOT COMPETENT ENOUGH TO DO SO FOR THEMSELVES. SOME OF THE HIGHLIGHTS IN THIS PROGRAM SERVICE AREA FOR 2022 INCLUDE: PROVIDED SPONSORED HOME SERVICES FOR 76 INDIVIDUALS WITH DISABILITIES ALLOWING THEM TO LIVE IN HOMES WITH SPECIALLY TRAINED FAMILIES INSTEAD OF GROUP HOMES OR INSTITUTIONS. OVER 1,000 PEOPLE WITH DISABILITIES, INCLUDING VETERANS, AVOIDED INSTITUTIONALIZATION, AND WERE STABILIZED IN THE COMMUNITY THROUGH THE UP CENTER'S BILL PAYING SERVICES 13804091 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 24 0 1 176 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X X JOAN WEAVER 7576227017 150 BOUSH STREET SUITE 500 NORFOLK VA 23510 KRISTINA GILL PRESIDENT AND CEO 37.50 X X 204935 0 12753 JAMES FORRESTER CHAIR 0.10 X X 0 0 0 BARBARA CAROLE LIPSKIS PAST CHAIR 0.10 X X 0 0 0 MARK HUGEL VICE CHAIR 0.10 X X 0 0 0 JOANNE TAYLOR TREASURER 0.10 X X 0 0 0 JEAN G LAMKIN SECRETARY 0.10 X X 0 0 0 PEGGY BARNEY BOARD MEMBER 0.10 X 0 0 0 TIMOTHY P CALLAHAN BOARD MEMBER 0.10 X 0 0 0 KIRK CIZERLE BOARD MEMBER 0.10 X 0 0 0 VIRGINIA BATTEEN HAWKS BOARD MEMBER 0.10 X 0 0 0 VIRGINIA C HITCH BOARD MEMBER 0.10 X 0 0 0 STEVEN E KOCEN BOARD MEMBER 0.10 X 0 0 0 ED LADD BOARD MEMBER 0.10 X 0 0 0 DENNIS LEWANDOWSKI BOARD MEMBER 0.10 X 0 0 0 TERRY WHIBLEY BOARD MEMBER 0.10 X 0 0 0 LISA EHRICH BOARD MEMBER 0.10 X 0 0 0 CECIL GANDIA BOARD MEMBER 0.10 X 0 0 0 KATIE HORTON BOARD MEMBER 0.10 X 0 0 0 CAVELLE MOLLINEAUX BOARD MEMBER 0.10 X 0 0 0 SAMUAL WARREN BOARD MEMBER 0.10 X 0 0 0 ANDREA LONG CHIEF PROGRAM OFFICER 37.50 X 132095 0 14882 JOAN WEAVER CHIEF FINANCIAL OFFICER 37.50 X 106421 0 11477 443451 0 39112 3 0 1 0 0 705473 34183 1175726 2296913 114043 4212295 DISABLITIES SUPPORT SERVICES 624310 8354036 8354036 SUPPORT SERVICES 624310 1740071 1740071 COUNSELING 624310 947273 947273 11041380 13768 13768 2531 34183 11891 -9360 -9360 MISCELLANEOUS INCOME 561439 2256 2256 2256 15260339 11041380 0 6664 24362 24362 225034 44898 162133 18003 5815325 5219796 295913 299616 553387 504551 19142 29694 451178 397926 29696 23556 9297 4552 4619 126 40526 37204 1910 1412 22000 22000 2488 2488 197970 139477 58483 10 120078 107953 5932 6193 136941 118731 13107 5103 443804 356559 50248 36997 59698 53047 6631 20 16022 16022 32381 23172 7568 1641 116624 101962 9703 4959 CARETAKER FEES 5847278 5847278 EQUIPMENT/ NETWORK/ SOF 482480 431626 27649 23205 STAFF DEVELOPMENT 126819 89713 35082 2024 EDUCATIONAL AND PROGRAM 113853 113812 41 220040 187472 20442 12126 15057585 13804091 766809 486685 3970123 2847531 1720678 1833062 573435 579659 1053007 1508988 63009 70557 1486951 1043715 475617 443236 7855869 7283033 1031535 1018713 1399819 1275613 311722 289611 2460040 1966663 5203116 4550600 X 2346644 2523142 306109 209291 2652753 2732433 7855869 7283033 X 202754 -83931 -39143 X X 0 1 X 1 1 1 X 2236371 2745495 3678019 4751564 4212295 17623744 2236371 2745495 3678019 4751564 4212295 17623744 17623744 6212 17395 25611 8895 13768 71881 2909 3349 2391 2883 2256 13788 17709413 53236097 0.99520 0.99510 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2017 AMOUNT: $ 2,909. 2018 AMOUNT: $ 3,349. 2019 AMOUNT: $ 2,391. 2020 AMOUNT: $ 2,883. 2021 AMOUNT: $ 2,256. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 4150440 5017257 4672301 4495396 0 131123 131123 1139941 846786 293155 215887 196929 18958 443236 TRUSTEE ACCOUNTS 1966663 1966663 X 15173920 -83931 -83931 15257851 2488 2488 15260339 15094240 39143 39143 15055097 2488 2488 15057585 PART IV, LINE 1B: TRUSTEE ACCOUNTS CARRY FIDUCIARY RESPONSIBILITY. CLIENT FUNDS ARE MAINTAINED IN THE APPROPRIATE TRUSTEE ACCOUNT AND ARE COMPLETELY SEGREGATED FROM THE AGENCY'S OPERATING ACCOUNTS. EACH CLIENT'S FUNDS MUST BE CLEARLY IDENTIFIABLE. FUNDS WHICH BECOME UNPAYABLE TO THE CREDITOR AND UNRETURNABLE TO THE CLIENT ARE SUBJECT TO THE COMMONWEALTH OF VIRGINIA'S ESCHEATMENT LAWS (SECTION 55-210). PART X, LINE 2: THE AGENCY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. INTERNAL REVENUE CODE SECTION 513(A) DEFINES AN UNRELATED TRADE OR BUSINESS OF AN EXEMPT ORGANIZATION AS ANY TRADE OR BUSINESS WHICH IS NOT SUBSTANTIALLY RELATED TO THE EXERCISE OR PERFORMANCE OF ITS EXEMPT PURPOSE. CURRENTLY THE ORGANIZATION HAS NO OBLIGATION FOR ANY UNRELATED BUSINESS INCOME TAX. THE AGENCY BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS; HOWEVER, ANY PENALTIES AND INTEREST INCURRED AS A RESULT OF UNCERTAIN TAX POSITIONS WOULD BE RECORDED IN MISCELLANEOUS MANAGEMENT AND GENERAL EXPENSES. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT 39,143. X X X X X 1 THE CURTIS GROUP 2512 SHEPHERDS LANE VIRGINIA BEACH VA 23454 FUNDRAISING CAMPAIGN CONSULTATION 0 770893 22000 748893 770893 22000 748893 VA STEP UP 36714 34183 2531 985 1200 9706 36714 34183 2531 985 1200 9706 11891 -9360 1 INDIVIDUAL ASSISTANCE 190 24362 PART I, LINE 2: THE ORGANIZATION FOLLOWS THE PER RECIPIENT AMOUNT LIMITS AND RECIPIENT CRITERIA REQUIREMENTS AND COLLECTS REQUIRED DOCUMENTATION PRESCRIBED BY THE FUNDERS. X X X 0 0 0 0 0 0 0 0 0 KRISTINA GILL PRESIDENT AND CEO 204935 0 0 0 0 0 0 0 12753 0 217688 0 0 0 X 29377 FMV X 7 71236 FMV X TICKETS,PRIZES, ETC. 15 7680 FMV X FOOD AND BEVERAGES 5 5750 FMV 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS REFLECTS NUMBER OF CONTRIBUTIONS MADE, NOT THE NUMBER OF ITEMS RECEIVED. FORM 990, PART III, LINE 3 AFTER ALMOST TWO DECADES OF PROVIDING THE COMMUNITY-BASED MENTAL HEALTH SERVICES OF INTENSIVE IN-HOME AND MENTAL HEALTH SKILL BUILDING, THE UP CENTER DISCONTINUED THESE SERVICES IN 2022 IN RESPONSE TO DIFFICULTIES IN ATTRACTING AND RETAINING A QUALIFIED TEAM ALONG WITH DECLINING SERVICE LEVELS. FOR THE PAST FIVE YEARS, THE COMMUNITY BASED TEAM, WITH HELP FROM AGENCY AND BOARD LEADERSHIP, HAS WORKED DILIGENTLY TO ACHIEVE ENOUGH CLIENTS, HOURS OF SERVICE, AND TEAM MEMBERS TO ACHIEVE A SUSTAINABLE MODEL OF SERVICE DELIVERY. DUE TO EXTERNAL CHANGES IN THE STATE'S STRATEGY (INDICATIONS THAT MHSB WILL LIKELY END BY THE END OF 2023 AS PART OF THE PROJECT BRAVO IMPLEMENTATION), AN ABUNDANCE OF OTHER SERVICE PROVIDERS, STAFFING REQUIREMENT CHANGES AND SHORTAGES, AND CHANGES DUE COVID, SERVICES HAVE DWINDLED TO LESS THAN 25% OF PREVIOUS YEAR'S LEVELS AND SHOWED LITTLE SIGN OF IMPROVING. AT THE SAME TIME, NEEDS FOR MENTAL HEALTH SERVICES IN OUTPATIENT, SUBSTANCE USE DISORDER, AND OTHER MENTAL HEALTH SERVICES ARE GROWING EXPONENTIALLY LEADING THE UP CENTER TO DECIDE TO CLOSE ITS COMMUNITY BASED MENTAL HEALTH SERVICES AND FOCUS ON THE AREAS WHERE ITS SERVICES ARE NEEDED THE MOST. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS REVIEWED WITH THE PREPARERS AND THE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS AND DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AT THE TIME OF EMPLOYMENT AND THEN ANNUALLY IN JUNE OF EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 CHANGES IN OFFICERS' SALARIES ARE DISCUSSED DURING THE REGUARLY HELD BOARD OF DIRECTORS MEETINGS. COMPENSATION AMOUNTS ARE VOTED ON BY THE CURRENT MEMBERS OF THE BOARD AT THAT TIME. FORM 990, PART VI, SECTION C, LINE 19 THE AGENCY CURRENTLY OFFERS COPIES OF THEIR AUDITED FINANCIAL STATEMENTS, TAX RETURN, AND ORGANIZATIONAL DOCUMENTS UPON REQUEST. THE AGENCY'S TAX RETURN IS AVAILABLE FOR REVIEW ON GUIDESTAR AS WELL. FORM 990, PART XI, LINE 9: BAD DEBT -39,143. FORM 990, PART XII, LINE 2C: THE AGENCY HAS NOT CHANGED THE OVERSIGHT OR SELECTION PROCESS OF THE AUDIT DURING THE TAX YEAR.