2022-10-25T11:18:18-05:00 2021-12-31 341873282 CBIZ MHM LLC 222 SOUTH 9TH STREET SUITE 1000 MINNEAPOLIS MN 55402 990 2021-01-01 416045574 FAMILYMEANS FAMI 6514394840 1875 NORTHWESTERN AVENUE SOUTH STILLWATER MN 55082 JIM KROENING PRESIDENT AND CEO 6514394840 2022-10-12 1 JIM KROENING 999009999 BRUCE THIEL P00526510 6123397811 2022-10-12 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JIM KROENING 1875 NORTHWESTERN AVENUE SOUTH STILLWATER MN 55082 5141377 0 X WWW.FAMILYMEANS.ORG X 1963 MN FAMILYMEANS STRENGTHENS COMMUNITIES BY HELPING INDIVIDUALS AND FAMILIES THROUGH CHALLENGES IN ALL LIFE STAGES. 14 14 66 112 0 0 3117069 2443249 2305487 2318127 103179 97789 11910 -405 5537645 4858760 59497 66307 0 0 2991085 2807453 0 0 313422 1560587 1581846 4611169 4455606 926476 403154 13562668 14787567 295717 264247 13266951 14523320 X FAMILYMEANS STRENGTHENS COMMUNITIES BY HELPING INDIVIDUALS AND FAMILIES THROUGH CHALLENGES IN ALL LIFE STAGES. 0 0 2098883 66307 1930420 COUNSELING AND THERAPY - SEE SCHEDULE O 577415 342505 FINANCIAL SOLUTIONS - SEE SCHEDULE O 560167 30246 CAREGIVING AND AGING - SEE SCHEDULE O 483699 14956 YOUTH DEVELOPMENT INITIATIVES 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 SCHOOL WORK IS AVAILABLE DAILY. THE READY TO BE PROGRAM GUIDES TEENS IN THOUGHTFUL PREPARATION FOR POSTSECONDARY LIFE. IN 2021, 176 CHILDREN AND YOUTH ATTENDED OUR PROGRAMS. IN YEAR-END SURVEYS, YOUTH STATE OUR PROGRAMMING CONNECTS THEM WITH CARING AND RESPONSIVE STAFF, OFFERS THEM NEW LEARNING OPPORTUNITIES, HELPS THEM DEVELOP RELATIONAL SKILLS AND THINK ABOUT THEIR FUTURES, AND ENABLES THEM TO CONTRIBUTE TO COMMUNITY LIFE. 483699 14956 3720164 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 1 66 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 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 CARY STEWART TREASURER 1.00 X X 0 0 0 SUSANNAH TORSETH SECRETARY 1.00 X X 0 0 0 CHARLES BRANSFORD MD BOARD MEMBER 1.00 X 0 0 0 MELISSA HARRIS 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 ELIZABETH MCGINLEY BOARD MEMBER 1.00 X 0 0 0 JESSICA MELETIOU BOARD MEMBER 1.00 X 0 0 0 LINDSAY BELLAND BOARD MEMBER 1.00 X 0 0 0 RAJEAN MOONE PHD BOARD MEMBER 1.00 X 0 0 0 LINDA SKOGLUND BOARD MEMBER 1.00 X 0 0 0 JOSH ZIGNEGO BOARD MEMBER 1.00 X 0 0 0 PETER MATZEK BOARD MEMBER 1.00 X 0 0 0 JAMES KROENING PRESIDENT & CEO 40.00 X X 117288 0 20863 LISA HOLSTEN DIRECTOR OF FINANCE 40.00 X X 77103 0 16438 194391 0 37301 1 0 0 0 0 130131 66076 524592 1722450 97802 2443249 COUNSELING AND THERAPY 624100 1930420 1930420 FINANCIAL SOLUTIONS 624100 342505 342505 CAREGIVING AND AGING 624100 30246 30246 EMPLOYEE ASSISTANCE 624100 14956 14956 2318127 96394 96394 261634 191894 68345 69740 -68345 1395 1395 19284 66076 22378 -3094 -3094 OTHER REVENUE 900099 2689 2689 2689 4858760 0 0 2415511 X 66307 66307 223243 188705 34538 2179518 1929471 106080 143967 225101 221148 3953 179591 146292 20363 12936 27445 24152 1921 1372 42757 42757 528959 502852 6551 19556 73815 17704 933 55178 142019 116346 9499 16174 33292 29406 2267 1619 185557 165394 11860 8303 13226 9584 3515 127 35259 23561 8399 3299 208352 188873 11427 8052 49498 42913 3852 2733 PROGRAM EXPENSE 147838 147478 201 159 MEMBERSHIP/ACCREDITATIO 49668 46543 2510 615 MISCELLANEOUS 34817 32796 1180 841 BAD DEBT 9344 9344 4455606 3720164 422020 313422 286685 233036 2888246 3462296 47683 144829 390538 256614 31003 29881 7250433 2690704 4448177 4559729 2811887 3438864 2658449 2662318 13562668 14787567 295717 264247 295717 264247 X 10405032 11796430 2861919 2726890 13266951 14523320 13562668 14787567 403154 853215 0 X X 0 1 X 1 0 X 1952695 1821921 2358891 3117069 2443249 11693825 2487463 2427543 2411376 2305487 2318127 11949996 4440158 4249464 4770267 5422556 4761376 23643821 413384 422230 842506 732405 614702 3025227 0 413384 422230 842506 732405 614702 3025227 20618594 47678 54235 60768 110845 96394 369920 47678 54235 60768 110845 96394 369920 22755 12944 21629 11910 0 69238 4510591 4316643 4852664 5545311 4857770 24082979 0.85610 0.86460 0.01540 0.01540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 2906 4807473 4809329 1050 0 2658449 394906 367888 23149 2662318 2390430 306593 17907 20667 2658449 2034187 395001 17756 21002 2390430 2646140 -172227 417367 22359 2034187 2240732 49098 392749 14820 21619 2646140 0.02540 0.97460 1 0 791704 791704 4846379 1605995 3240384 86975 66683 20292 1525375 1018026 507349 4559729 ST CROIX VALLEY FOUNDATION 2106567 F ST PAUL FOUNDATION 555751 F 2662318 X 5762572 853215 93354 946569 4816003 42757 42757 4858760 4506203 93354 93354 4412849 42757 42757 4455606 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 TWO PROGRAM ENDOWMENTS. THROUGH ANNUAL GRANTS, IF NEEDED, THE PROGRAM ENDOWMENT HELPS 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, 2021 AND 2020. BETTER IS POSSIBLE 64034 55849 8185 22378 BIKE FUNDRAISER 10227 10227 74261 66076 8185 22378 22378 -14193 1 ST CROIX VALLEY FOUNDATION 516 SECOND ST HUDSON WI 54016 411817315 501(C)(3) 0 66307 ENDOWMENT 1 0 SCHEDULE I, PART I, LINE 2 GRANTS ARE TRANSFER OF FUNDS TO COMMUNITY FOUNDATIONS WITH VARIANCE POWER AND THE INTENT OF THE COMMUNITY FOUNDATION IS TO DISTRIBUTE INVESTMENTS REVENUE TO FAMILYMEANS. FUNDS ARE MONITORED THROUGH THE RECEIPT OF STATEMENTS FROM THE COMMUNITY FOUNDATION SHOWING FUND ACTIVITY AND THROUGH VARIOUS DISCUSSIONS FAMILYMEANS HAS WITH THE COMMUNITY FOUNDATION DURING THE YEAR X 4 53833 FMV X GOOGLE AD-WORDS 1 43969 FMV 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS ARE REPORTED IN COLUMN B 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 NEW RICHMOND AND PRESCOTT SCHOOL DISTRICTS. OUR SCHEDULING GOAL IS TO ARRANGE APPOINTMENTS WITHIN 3 WEEKS OF AN INITIAL CALL FOR HELP. IN 2021, WE PROVIDED COUNSELING SERVICES TO 891 PEOPLE IN OUR STILLWATER AND HUDSON OFFICES, 419 IN ST. PAUL, AND SCHOOL-BASED COUNSELING SERVED OVER 304 STUDENTS, WITH AN ADDITIONAL 119 STUDENTS WITH NON-THERAPY CONTACT. PART III, LINE 4B FINANCIAL SOLUTIONS FINANCIAL SOLUTIONS OFFERS BUDGET AND DEBT COUNSELING, DEBT MANAGEMENT PROGRAMS, AND FINANCIAL EDUCATION TO HELP INDIVIDUALS AND FAMILIES DEVELOP THE SKILLS NEEDED TO ESTABLISH AND MAINTAIN FINANCIAL STABILITY. THE 90-MINUTE BUDGET AND DEBT COUNSELING SESSION WITH A CERTIFIED CREDIT COUNSELOR IS OFFERED WITHOUT FEE AND PROVIDES CLIENTS AN OPPORTUNITY TO UNDERSTAND THEIR 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 FOR A FIXED PERIOD OF TIME. OUR FINANCIAL EDUCATION PROGRAMS ARE OFFERED TO STUDENTS AND ADULTS IN A VARIETY OF SETTINGS; THE GOAL IS TO TEACH THE MONEY MANAGEMENT SKILLS TO ELIMINATE OR REDUCE PROBLEMS. IN 2021 WE PROVIDED BUDGET AND DEBT COUNSELING TO 594 FAMILIES AND HELPED 843 FAMILIES REPAY OVER $4.8 MILLION IN UNSECURED DEBT. WE CONDUCTED 124 FINANCIAL EDUCATION PROGRAMS TO 1,587 INDIVIDUALS OF ALL AGES. PART III, LINE 4C CAREGIVING AND AGING PROVIDING CARE TO A FRAIL 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 CONSULTATION, 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. AND TO WORK TOWARD LONG-TERM CHANGE, WE ENGAGE COMMUNITY PARTNERS TO PLAN AND ACT TOGETHER TO DEVELOP INTO A MORE AGE-FRIENDLY COMMUNITY. WE USE A COMBINATION OF VIRTUAL AND IN-PESON METHODS WHEN POSSIBLE TO MAKE OUR SERVICES ACCESSIBLE AND EFFECTIVE FOR USER IN VARIOUS CIRCUMSTANCES. IN 2021, WE PROVIDED 5,573 HOURS OF CAREGIVER SUPPORT AND AGING SERVICES FOR 2,280 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 APRIL OF 2020. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, ARTICLES OF INCORPORATION, BYLAWS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER CONTRACTS: PROGRAM SERVICE EXPENSES 502,852. MANAGEMENT AND GENERAL EXPENSES 6,551. FUNDRAISING EXPENSES 19,556. TOTAL EXPENSES 528,959. PART XII, LINE 2C THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED.