2023-09-25T13:36:25-05:00 2022-12-31 341873282 CBIZ MHM LLC 222 SOUTH 9TH STREET SUITE 1000 MINNEAPOLIS MN 55402 990 2022-01-01 416045574 FAMILYMEANS FAMI 6514394840 1875 NORTHWESTERN AVENUE SOUTH STILLWATER MN 55082 JIM KROENING PRESIDENT AND CEO 6514394840 2023-09-09 1 JIM KROENING 999009999 0 BRUCE THIEL P00526510 6123397811 2023-09-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JIM KROENING 1875 NORTHWESTERN AVENUE SOUTH STILLWATER MN 55082 4917062 0 X WWW.FAMILYMEANS.ORG X 1963 MN FAMILYMEANS STRENGTHENS COMMUNITIES BY HELPING INDIVIDUALS AND FAMILIES THROUGH CHALLENGES IN ALL LIFE STAGES. 13 12 63 135 0 0 2443249 2444300 2318127 2209643 97789 133114 -405 38534 4858760 4825591 66307 0 0 0 2807453 2885448 0 0 239416 1581846 1561895 4455606 4447343 403154 378248 14787567 15210556 264247 302069 14523320 14908487 X FAMILYMEANS STRENGTHENS COMMUNITIES BY HELPING INDIVIDUALS AND FAMILIES THROUGH CHALLENGES IN ALL LIFE STAGES. 0 0 2175008 1811147 COUNSELING AND THERAPY - SEE SCHEDULE O 572841 305651 FINANCIAL SOLUTIONS - SEE SCHEDULE O 561524 77281 CAREGIVING AND AGING - SEE SCHEDULE O 389522 0 YOUTH DEVELOPMENTFAMILYMEANS 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 SCHOOL WORK IS AVAILABLE DAILY. THE READY TO BE PROGRAM GUIDES TEENS IN THOUGHTFUL PREPARATION FOR POSTSECONDARY LIFE. IN 2022, 196 CHILDREN AND YOUTH ATTENDED 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 AND THEM ABOUT THEIR FUTURES, AND ENABLES THEM TO CONTRIBUTION TO COMMUNITY LIFE. 24608 15564 EMPLOYEE ASSISTANCECOMPANIES CONTRACT WITH THE ORGANIZATION TO PROVIDE SERVICES THAT NUTURE 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. 414130 15564 3723503 1 1 0 0 0 0 0 0 1 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 63 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN WI X X DOUG ELLIOTT 6514394840 1875 NORTHWESTERN AVE S STILLWATER MN 55082 BRIAN GUNDERSON BOARD CHAIR 1.00 X X 0 0 0 MELISSA HARRIS VICE CHAIR 1.00 X X 0 0 0 JOSH ZIGNEGO SECRETARY 1.00 X X 0 0 0 PETER MATZEK TREASURER 1.00 X X 0 0 0 SUSANNAH TORSETH BOARD MEMBER 1.00 X 0 0 0 LINDA SKOGLUND BOARD MEMBER 1.00 X 0 0 0 CHARLES BRANSFORD MD BOARD MEMBER 1.00 X 0 0 0 LINDSAY BELLAND BOARD MEMBER 1.00 X 0 0 0 BOB CLARK BOARD MEMBER 1.00 X 0 0 0 ANU GREEN BOARD MEMBER 1.00 X 0 0 0 HEIDI HUBBARD MD BOARD MEMBER 1.00 X 0 0 0 MARISSA LUCIO BOARD MEMBER 1.00 X 0 0 0 MIKE LYNER BOARD MEMBER 1.00 X 0 0 0 JESSICA MELETIOU BOARD MEMBER 1.00 X 0 0 0 RAJEAN MOONE PHD BOARD MEMBER 1.00 X 0 0 0 CLARK SHROEDER BOARD MEMBER 1.00 X 0 0 0 JAMES KROENING PRESIDENT & CEO 40.00 X X 117813 0 19933 LISA HOLSTEN FORMER DIRECTOR OF FINANCE 40.00 X 30018 0 7531 DOUG ELLIOTT DIRECTOR OF FINANCE 40.00 X 43609 0 6700 191440 0 34164 1 0 0 0 0 130261 29380 580414 1704245 16639 2444300 COUNSELING AND THERAPY 624100 1811147 1811147 FINANCIAL SOLUTIONS 624100 305651 305651 CAREGIVING AND AGING 624100 77281 77281 EMPLOYEE ASSISTANCE 624100 15564 15564 2209643 86964 86964 1895 101575 210 57110 1685 44465 46150 46150 71097 29380 34151 36946 36946 OTHER REVENUE 900099 1588 1588 1588 4825591 2209643 0 171648 225305 190868 34437 2267338 2022964 101239 143135 208656 201191 7465 184149 150872 20109 13168 14800 13408 1392 91946 21721 69038 1187 45539 45539 403202 402493 709 5101 3525 716 860 71058 51203 4894 14961 85321 75412 5517 4392 245370 226080 12262 7028 15760 14183 1547 30 219861 205231 8678 5952 57873 51578 3851 2444 PROGRAM EXPENSE 163259 156688 5490 1081 MISCELLANEOUS 70794 60453 8387 1954 MEMBERSHIP/ACCREDITATIO 37005 34982 1676 347 STAFF DEVELOPMENT 29532 26045 3221 266 5474 5474 4447343 3723503 484424 239416 233036 311162 3462296 3682920 144829 134452 256614 368336 29881 29889 7274167 2888615 4559729 4385552 3438864 3027237 2662318 3200774 70234 14787567 15210556 264247 231589 0 70480 264247 302069 X 11796430 11479683 2726890 3428804 14523320 14908487 14787567 15210556 378248 -1165690 1172609 0 X 0 1 X 1 0 X 1821921 2358891 3117069 2443249 2444300 12185430 2427543 2411376 2305487 2318127 2209643 11672176 4249464 4770267 5422556 4761376 4653943 23857606 422230 842506 732405 614702 328000 2939843 0 422230 842506 732405 614702 328000 2939843 20917763 54235 60768 110845 96394 86964 409206 54235 60768 110845 96394 86964 409206 12944 21629 11910 38534 85017 4316643 4852664 5545311 4857770 4779441 24351829 0.85900 0.85610 0.01680 0.01540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1050 4007570 4006186 2434 0 3834927 237500 -621373 52631 26643 3371780 2658449 1172609 394906 367888 23149 3834927 2390430 306593 17907 20667 2658449 2034187 395001 17756 21002 2390430 2646140 -172227 417367 22359 2034187 0.01800 0.98200 1 0 791704 791704 5137292 1737180 3400112 86975 75380 11595 1183687 1035074 148613 74509 40981 33528 4385552 ST CROIX VALLEY FOUNDATION 2718445 F ST PAUL FOUNDATION 482329 F 3200774 LEASE LIABILITY 70480 70480 X 3722828 -1165690 108466 -1057224 4780052 45539 45539 4825591 4510270 108466 108466 4401804 45539 45539 4447343 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, 2022 AND 2021. SCH. D, PART V, LINE 1B AND FORM 990, PART XI, LINE 8 THE ORGANIZATION DETERMINED THAT ONE EXISTING FUND WAS ESTABLISHED THROUGH A RECIPROCAL TRANSFER OF FUNDS BY THE ORGANIZATION AT THE ST. CROIX VALLEY COMMUNITY FOUNDATION. THE VALUE OF THE FUND WAS NOT RECORDED AS AN ASSET. ACCORDINGLY, THE ORGANIZATION RESTATED ITS FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2021. THE CORRECTION OF THE ERROR OF $1,172,609 HAS BEEN REPORTED ON LINE 1B IN THE PRIOR YEAR COLUMN TO GET THE TOTAL ENDOWMENT BALANCES TO THE CORRECT ENDING BALANCE. BETTER IS POSSIBLE 96663 29380 67283 927 8419 24805 96663 29380 67283 927 8419 24805 34151 33132 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 18 SCHOOLS LOCATED IN 2 MINNESOTA AND 2 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 & 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/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 NEW RICHMOND AND PRESCOTT SCHOOL DISTRICTS. OUR SCHEDULING GOAL IS TO ARRANGE APPOINTMENTS WITHIN 3 WEEKS OF AN INITIAL CALL FOR HELP. IN 2022, WE PROVIDED COUNSELING SERVICES TO 759 PEOPLE IN OUR STILLWATER AND HUDSON OFFICES, 459 IN ST. PAUL, AND SCHOOL-BASED COUNSELING SERVED 297 STUDENTS, WITH AN ADDITIONAL 137 STUDENTS WITH NON-THERAPY CONTACT. PART III, LINE 4B FINANCIAL SOLUTIONS FINANCIAL SOLUTIONS OFFERS BUDGET AND DEBT COUNSELING, HUD HOUSING COUNSELING, A DEBT MANAGEMENT PROGRAM, AND FINANCIAL EDUCATION TO HELP INDIVIDUALS AND FAMILIES DEVELOP THE SKILLS NEEDED TO ESTABLISH AND MAINTAIN FINANCIAL AND HOUSING STABILITY. A BUDGET AND DEBT COUNSELING SESSION WITH A CERTIFIED CONSUMER CREDIT COUNSELOR IS OFFERED WITHOUT FEE AND PROVIDES CLIENTS WITH AN OPPORTUNITY TO UNDERSTAND THEIR OWN FINANCIAL SITUATION, EXPLORE REPAYMENT AND SAVING STRATEGIES, BUILD A PRACTICAL BUDGET, AND ESTABLISH LONG-TERM FINANCIAL GOALS. FOR SOME, ENROLLMENT IN OUR DEBT MANAGEMENT PROGRAM ALLOWS THEM TO REPAY UNSECURED DEBT WHILE SAVING SIGNIFICANT INTEREST AND FEES OVER A FIXED PERIOD OF TIME. OUR FINANCIAL EDUCATION PROGRAMS ARE OFFERED TO STUDENTS AND ADULTS IN A VARIETY OF SETTINGS. THE GOAL OF THE EDUCATION PROGRAMS IS TO TEACH MONEY MANAGEMENT SKILLS THAT WILL HELP REDUCE OR ELIMINATE PROBLEMS. IN 2022 WE PROVIDED BUDGET AND DEBT COUNSELING TO NEARLY 900 FAMILIES AND HELPED OVER 800 FAMILIES REPAY OVER $4 MILLION IN UNSECURED DEBT. WE CONDUCTED 120 FINANCIAL EDUCATION PROGRAMS TO APPROXIMATELY 2,000 INDIVIDUALS OF ALL AGES. 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 IN 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 2022, WE PROVIDED OVER 8,300 HOURS OF CAREGIVER SUPPORT AND PROVIDED AGING SERVICES FOR OVER 1,700 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 JULY 2022. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, ARTICLES OF INCORPORATION, BYLAWS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.