2021-05-10T15:40:35-05:00 2020-06-30 010523282 Berry Dunn McNeil & Parker LLC PO BOX 1100 Portland ME 041011100 990 2019-07-01 030179434 Lund Family Center Inc LUND 8028647467 76 Glen Road PO Box 4009 Burlington VT 054064009 Patricia Coates President/CEO 8028647467 2021-05-05 1 Barbara J McGuan CPA P00219457 2077752387 2021-05-05 2019 2022-09-23 18:48:47Z Patricia Coates 76 Glen Road PO Box 4009 Burlington VT 054064009 14286127 0 X www.lundvt.org X 1890 VT Lund helps children thrive by empowering families to break cycles of poverty, addiction and abuse. 19 19 237 145 0 0 1045588 1415345 8938058 9274835 39442 15248 136063 74287 10159151 10779715 100321 98631 0 0 8621807 8659846 0 0 384067 2269583 2092947 10991711 10851424 -832560 -71709 11586069 13220914 5475760 7118744 6110309 6102170 X Lund helps children thrive by empowering families to break cycles of poverty, addiction and abuse. Lund offers hope and opportunity to families through education, treatment, family support and adoption. Lund is Vermont's oldest & largest private non-profit adoption agency; serving birth parents, adoptive families and adoptees with counseling, post-adoption support, and search/reunion. Lund works with the State to run project family, which finds homes for Vermont's waiting children.Lund is Vermont's only residential treatment for pregnant or parenting adolescents/women, and their children and is a designated parent child center. Other services include outpatient substance abuse/mental health treatment for women and children; home visits to at-risk families; high school/college support services for pregnant and parenting women; quality childcare/early education; and teen pregnancy prevention panels. 0 1 4555140 70414 4716254 Residential ProgramVermont's only residential treatment program where pregnant or parenting women can live with their child or children while engaging in gender specific, trauma informed, mental health and substance abuse treatment that is holistic and family centered. Lund's treatment services include life skills education, parenting education, individual, group and family counseling; and medical case management. Women engage in residential treatment for substance abuse and mental health disorders with children in residence with them. Mothers also work with family engagement specialists to ensure that they are well connected to the necessary resources in the community of their choice, and have a stable and strong grounding in parenting and in their recovery after leaving Lund. 2818501 7812 2918790 Child & Family ServicesParent Child Center (PCC): PCCs are a network of 15 community-based non-profit organizations serving all of Vermont. Lund is one of three parent child centers in Chittenden County that provides support to families with young children through eight core services based on the Strengthening Families protective factors network. Lund's goal is to help Vermont families get off to a healthy start, promote their well-being and help them build on their family strengths. Family Education: Family Education is available to families with a child age 6 or under in Lund's residential program, as well as through home visitation with families across Chittenden County. Lund family educators provide guidance, support and information based on what the family needs, with an aim toward promoting the health and development of young children and increasing positive parenting by enhancing parenting skills. Early Childhood Program: The first five years of a child's life are the foundation for learning and development. Lund's 5-star (highest possible) rated program serves 50 children from birth to 5 years old, five days per week. The program also partners with another nonprofit to provide on-site and community based therapeutic services to children and families in need. New Horizons Educational Program (NHEP): NHEP is a state-licensed high school that provides a supportive educational environment for pregnant and parenting women. In addition to the standard curriculum, our program integrates important life skills instruction, including parenting education and financial literacy.The kids-a-part program aims to reduce the traumatic impact experienced by children during a mother's incarceration. The program uses best practices that promote safe and healthy contact during parental incarceration; ensures necessary supports are in place for the family; and improves the capacity for our systems to meet with these families. The program includes services in the women's facility, as well as community-based supports for caregivers and children. Lund provides training, education, and consultation about the impact of parental incarceration and best practices for supporting children and families to Vermont Department of Corrections staff, schools, community-based agencies, and other groups to enhance community-wide understanding of the issue. Supervised Visitation: Sometimes, children and families need a safe and neutral setting to maintain contact with a non-custodial parent to support safe exchange between caretakers. Lund's Supervised Visitation and Exchange Program provides this opportunity to families in Chittenden County. Our staff work with children, parents and guardians to facilitate safe visitation and exchange, and communicate with family court as necessary to assist in on-going evaluation of visitation. Regional Partnership Program: Lund partners with the Vermont Department of Children and Families to conduct substance use screenings with parents and caregivers on the front end of the child protection case to ensure early identification and access to treatment when it is indicated. Our staff provides support to parents and caregivers during this process to address barriers that may negatively impact treatment engagement, assist them to make informed decisions around risk to the child and offer recommendations to promote family and child safety. 1583663 20405 1639791 Adoption ServicesAdoption Services: Lund is Vermont's oldest and largest nonprofit adoption agency, completing private adoptions for infants and finding forever homes for older children in state custody. Project Family, a twenty year partnership with the Vermont Department of Children and Families, has found forever families for 3,336 children since 2000. During the year, 248 adoptions were finalized, 231 through Project Family, Lund's collaboration with DCF, 10 through Wendy's Wonderful Kids, a signature program of the Dave Thomas Foundation for adoption, and 7 through Lund's private adoption program.Lund's post-permanence program helps adoptive and guardianship families identify strengths and needs, establish goals and connect with community resources to celebrate milestones and to address challenges that can arise for families whose children who have experienced a traumatic start in life. Lund supports adoptive and guardianship families at any time in their lives, regardless of their ability to pay. Discovering Your Roots services help members of the adoption constellation find information and connection to their birth families. Lund partners with the Jockey Being Family Program to give a personalized backpack, blanket and teddy bear to every child on their adoption day. 194 individuals from 134 families received post permanence services. 558 individuals used Lund's Discovering Your Roots services to find information and/or connect with birth families. 8957304 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 237 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X X Timothy Keefe 8028612567 76 Glen Road PO Box 4009 Burlington VT 054064009 Emily Lee President 4.00 X X 0 0 0 Thomas Cheney Vice President 4.00 X X 0 0 0 Cyndee Sturtevant Treasurer 4.00 X X 0 0 0 Stephanie Miller Taylor Secretary 4.00 X X 0 0 0 Christine Oliver Member-at-Large 4.00 X X 0 0 0 Lucy Abair Trustee 2.00 X 0 0 0 Maria Arnold Trustee 2.00 X 0 0 0 Jessica Brumsted Trustee 2.00 X 0 0 0 Sara Byers Trustee 2.00 X 0 0 0 Maurine Gilbert Trustee 2.00 X 0 0 0 Rebecca Heintz Trustee 2.00 X 0 0 0 Jeanne B Kennedy Trustee 2.00 X 0 0 0 Jolinda LaClair Trustee 2.00 X 0 0 0 Robynne Locke Trustee 2.00 X 0 0 0 Christopher Loso Trustee 2.00 X 0 0 0 Larry MacKinnon Trustee 2.00 X 0 0 0 Aimee Marti Trustee 2.00 X 0 0 0 Ben Nostrand Trustee 2.00 X 0 0 0 Richard Schaff Trustee 2.00 X 0 0 0 James Reardon Past Trustee 2.00 X 0 0 0 Paulette Thabault Past President 4.00 X X 0 0 0 Allegra Miller Past Trustee 2.00 X 0 0 0 Eileen Simollardes Past Trustee 2.00 X 0 0 0 Martha Mathis Past Trustee 2.00 X 0 0 0 Patricia Coates President/CEO 40.00 X 2344 0 0 Timothy Keefe Director of Finance 40.00 X 63813 0 0 Barbara Rachelson Past Executive Director 40.00 X 146459 0 2895 William Grass Medical Director 22.00 X 126310 0 0 Wanda Audette Director of Adoption 40.00 X 103249 0 2016 442175 0 4911 3 0 0 0 Crime Research Group PO Box 1433 Montpelier VT 05601 Data Analyst 123230 1 152339 1263006 39579 1415345 Residential and Treatment 624100 4716254 4716254 Child and Family Services 611420 2918790 2918790 Adoption Fees & Srvcs 624100 1639791 1639791 9274835 35573 35573 15400 0 15400 15400 15400 3484662 3504987 -20325 -20325 -20325 60312 1425 58887 58887 10779715 9274835 0 89535 98631 98631 215510 215510 6649284 5688928 733957 226399 34639 30655 2760 1224 1275581 1087511 144650 43420 484832 412853 55496 16483 28599 8213 20386 54970 54970 18206 18206 274549 153210 74844 46495 12092 1658 10434 66552 48160 13935 4457 334855 314696 13806 6353 140218 136090 2831 1297 222992 200889 15128 6975 332113 295237 24877 11999 76892 57880 16635 2377 Supplies 305096 251930 49889 3277 Equipment 76968 73762 2148 1058 Dues and Fees 76700 62305 12822 1573 Participant Assistance 23680 23595 57 28 48465 11101 37146 218 10851424 8957304 1510053 384067 314620 2590004 75118 31151 587440 98250 952182 1111767 11569 11569 133543 62566 11213860 3301103 7991066 7912757 1520531 1402850 11586069 13220914 795761 902292 36768 31055 2910137 2741676 1517463 1475187 215631 1968534 5475760 7118744 X 5178447 5067720 931862 1034450 6110309 6102170 11586069 13220914 X -71709 66473 -2903 X 0 1 X 1 1 1 X 824041 835565 1841358 1045588 1415345 5961897 7737872 8894267 8468996 8956663 9274835 43332633 8561913 9729832 10310354 10002251 10690180 49294530 39456 66999 65946 32150 204551 0 39456 66999 65946 32150 204551 49089979 36848 60414 71033 56269 50973 275537 36848 60414 71033 56269 50973 275537 88412 45002 86830 93489 58887 372620 10415 10415 8697588 9835248 10468217 10152009 10800040 49953102 0.98270 0.98260 0.00550 0.00480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 1 0 0 1 0 0 0 0 Part II-B, Line 1: Lund family center has a lobbyist, Jeanne Kennedy of JB Kennedy Associates, LLC, who is registered with the office of the Secretary of State in Vermont. Kennedy provides pro bono lobbying services for Lund. Kennedy follows issues of interest to Lund and its clients and provides information about such issues to Lund's Executive Director or her designees and Board of Trustees. Kennedy also provides information about Lund, its services, and its clients to appropriate members of the General Assembly and the administration. 1520531 63515 150045 1434001 663388 171906 -685237 1520531 272917 390471 663388 272917 272917 272917 272917 0.43700 0.56300 0.00000 0 0 233177 233177 10176083 2642409 7533674 590936 498862 92074 213664 159832 53832 7912757 Fair Value of Interest Rate Swap Agreement 218534 CARES Act Funding 1750000 1968534 X 10825079 66473 66473 10758606 18206 2903 21109 10779715 10833218 0 10833218 18206 18206 10851424 Part V, Line 4: To be maintained in perpetuity in order to provide investment income for use in supporting the Agency's programs. Part X, Line 2: Lund is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. There was no unrelated business income tax incurred by Lund for the years ended June 30, 2020 and 2019. Management has evaluated Lund's tax positions and concluded Lund has maintained its tax-exempt status, does not have any significant unrelated business income and has taken no uncertain tax positions that require adjustment to, or disclosure within, the accompanying financial statements. Part XI, Line 4b - Other Adjustments: Change in Value of Interest Swap Agreement 2,903. Corn Hole Tournament 60312 60312 1425 60312 60312 1425 1425 58887 1 Family Assistance 125 20405 Residential Treatment Program 57 70414 Job Training 100 105 Respite 44 7707 Part I, Line 2: The Organization makes payments directly to vendors on behalf of the grantees to ensure funds are expended in accordance with the grant. A Vermont Economic Development 036024497 NoneAvail 2007-04-01 3200000 Construction of Building 0 0 0 B Vermont Economic Development 036024497 NoneAvail 2007-04-01 1000000 Construction of Building 0 0 0 A 1014908 3200000 0 0 1 1 B 377444 934028 65972 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 1 0 1 1 TD Bank NA 15.800000000000 0 0 0 0 0 B 0 0 1 0 1 1 TB Bank of NA 15.800000000000 0 0 0 0 0 A 0 B 0 X 7 39579 FMV 0 1 0 Form 990, Part III, line 3 Lund's transitional housing program, known as Independence Place, was closed effective June 30, 2020. Form 990, Part VI, Section B, line 11b It is the policy of the Lund Family Center to present the Form 990 to its Board of Trustees. Each member of the Board of Trustees will receive a copy of the Form 990, including all schedules except for Schedule B prior to the submission of the Form 990 to the Internal Revenue Service. Lund's Finance Committee reviews the Public Disclosure Form 990 before the form is filed. Form 990, Part VI, Section B, line 12c The Lund Family Center regularly and consistently monitors and enforces compliance with the Conflict of Interest Statement and Code of Ethics. This is done through direct Board communication at board meetings. The Board routinely and as needed, reviews its established policies to determine their relevancy and currency. Form 990, Part VI, Section B, line 15a Salaries of all employees, including the President/CEO and key employees, are reviewed annually taking into consideration market data, including local nonprofit salary data, longevity with agency, education, professional certifications and licenses and years of experience. The Human Resources Director approves the salary and salary adjustments of all employees in consultation with the President/CEO as needed, including key employees. The Board of Trustees' Executive Committee approves the salary and salary adjustments of the President/CEO. Form 990, Part VI, Section C, line 19 The Lund Family Center makes its Governing Documents, Conflict of Interest Policy and Financial Statements available upon request. Financial Statements consist of Audited Financials and Form 990. Form 990, Part XI, line 9: Change in Value of Interest Swap Agreement -2,903.