2020-02-14T12:54:17-06:00 2019-09-30 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2018-10-01 381359593 STARR COMMONWEALTH STAR 5176295591 13725 STARR COMMONWEALTH RD ALBION MI 49224 PAULA DOLSON CHIEF FINANCIAL OFFICER 5176295591 2020-02-12 1 TINA M PETERS CPA P00904574 2695674500 2020-02-06 23.122.254.12 2020-02-12 14:55:34 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 58F74DC53CB874483B207ADF23CD6921384352E9 2018 2020-11-06 18:47:13Z ELIZABETH CAREY 13725 STARR COMMONWEALTH RD ALBION MI 49224 25447656 0 X WWW.STARR.ORG X 1913 MI STARR COMMONWEALTH'S MISSION IS TO LEAD WITH COURAGE TO CREATE POSITIVE ENVIRONMENTS SO THAT ALL CHILDREN, FAMILIES, AND COMMUNITIES FLOURISH. STARR OFFERS A FULL CONTINUUM OF COMMUNITY-BASED OUTPATIENT SERVICES INCLUDING TRAUMA ASSESSMENT AND INTERVENTION AND SPECIALIZED RESIDENTIAL TREATMENT PROGRAMS IN MICHIGAN. TRAINING AND COACHING PROGRAMS ARE OFFERED FOR EDUCATORS, SOCIAL WORKERS, COUNSELORS, MEDICAL PROFESSIONALS, AND OTHERS. ALL PROGRAMS AND SERVICES ARE ROOTED IN THE BELIEF THAT EVERY CHILD HAS STRENGTHS. TREATMENT SERVICES ENABLE EACH YOUNG PERSON TO IDENTIFY AND CULTIVATE THEIR STRENGTHS IN WAYS THAT ENCOURAGE THEM TO REACH THEIR FULL POTENTIAL. 11 11 83 20 0 0 3456459 2776314 13895888 16219452 3779636 2963547 2013943 1364581 23145926 23323894 29710 73036 0 0 3589365 3780680 0 0 871580 15903789 17966461 19522864 21820177 3623062 1503717 81015153 80129491 9103496 8220965 71911657 71908526 X STARR COMMONWEALTH'S MISSION IS TO LEAD WITH COURAGE TO CREATE POSITIVE EXPERIENCES SO THAT ALL CHILDREN, FAMILIES, AND COMMUNITIES FLOURISH. 1 0 15163345 68449 14158718 RESIDENTIAL SERVICESDURING THE 2019 FISCAL YEAR, 290 YOUTH WERE SERVED IN OUR SPECIALIZED RESIDENTIAL TREATMENT PROGRAMS. OUR TREATMENT SERVICES ADDRESSED BEHAVIORAL ISSUES SUCH AS JUVENILE DELINQUENCY, SEX OFFENSES, SUBSTANCE ABUSE, AND MENTAL HEALTH ISSUES. THIS YEAR, WE EXPANDED OUR ABUSE AND NEGLECT SERVICES TO INCLUDE MENTAL HEALTH AND BEHAVIORAL STABILIZATION AND SEXUALLY REACTIVE YOUTH PROGRAMMING FOR BOYS IN THE CHILD WELFARE SYSTEM. THE AVERAGE LENGTH OF STAY FOR YOUTH RECEIVING RESIDENTIAL SERVICES IS 9.14 MONTHS. 78% WERE RELEASED TO FAMILY OR ANOTHER COMMUNITY SETTING. 2056066 356 2267969 PROFESSIONAL TRAINING AND COACHINGDURING THE 2019 FISCAL YEAR, 6,427 PROFESSIONALS RECEIVED TRAINING ON THE TOPICS OF TRAUMA, POSITIVE YOUTH DEVELOPMENT, BUILDING RESILIENCE, MINDFULNESS, SELF-CARE, SUICIDE PREVENTION, RACIAL HEALING, CHILDHOOD SEXUAL BEHAVIOR, ADHD AND TRAUMA, AND ADULTS OF TRAUMA THROUGH E-COURSES AND TRAINING EVENTS ACROSS THE UNITED STATES AND CANADA. 403 TRAINING EVENTS WERE OFFERED AND ATTENDED. IN A SAMPLING OF 771 PARTICIPANTS WHO TOOK STARR'S TRAUMA-INFORMED SCHOOLS TRAINING, 94.3% AGREED THAT THE INFORMATION PRESENTED INCREASED THEIR KNOWLEDGE ON THE TOPIC, 96.1% AGREED THAT THE INFORMATION PRESENTED WAS RELEVANT TO THEIR CURRENT RESPONSIBILITIES AND JOB FUNCTIONS, AND 95.3% AGREED THAT THEY PLAN TO APPLY THE CONCEPTS LEARNED IN THE TRAINING TO THEIR WORK. IN ADDITON TO TRAINING, 130 EVENTS OF CONSULTING AND COACHING WERE DELIVERED FOR ORGANIZATIONS AND SCHOOLS. 1380495 4232 168387 COMMUNITY-BASEDDURING THE 2019 FISCAL YEAR, 71 YOUTH WERE SERVED IN OUR COMMUNITY-BASED SERVICES. OUR PROGRAM INCLUDED A DELINQUENCY DIVERSION PROGRAM THAT INVOLVED TUTORING AND MENTORING, GROUP AND INDIVIDUAL THERAPY, COVERING TOPICS SUCH AS SCHOOL BEHAVIOR, MAKING GOOD CHOICES, SUBSTANCE ABUSE, HEALTH, CONSENT, FRIENDSHIPS, JOB SEEKING, CAREER AND FUTURE GOALS, FAMILY RELATIONSHIPS, AND COMMUNITY SERVICE. THE AVERAGE CLIENT AGE WAS 12.7 YEARS, RANGING FROM 8 TO 17 YEARS OLD. A MAJORITY OF CLIENTS ASSESSED (76.2% OF 63 CLIENTS), MADE POSITIVE PROGRESS TOWARDS TREATMENT GOALS. MORE THAN TWO-THIRDS OF CLIENTS ASSESSED (68.7% OF 64 CLIENTS), SUCCESSFULLY COMPLETED THE PROGRAM. 18599906 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 0 1 1 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 68 0 1 83 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 1 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AL AK AZ AR CA CO CT FL GA HI IL KS KY ME MD MA MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X PAULA DOLSON 5176295591 13725 STARR COMMONWEALTH RD ALBION MI 49224 ERICK STEWART CHAIR 1.00 0.00 X X 0 0 0 STANLEY ALLEN VICE CHAIR/SECRETARY 1.00 0.00 X X 0 0 0 LISA MILLER TREASURER 1.00 0.00 X X 0 0 0 MILTON BARNES TRUSTEE 1.00 0.00 X 0 0 0 SIMON BISSON TRUSTEE 1.00 0.00 X 0 0 0 CRAIG CARREL IMMEDIATE PAST CHAIR 1.00 0.00 X 0 0 0 HUILAN KRENN TRUSTEE 1.00 0.00 X 0 0 0 SHERYL MITCHELL TRUSTEE 1.00 0.00 X 0 0 0 RANDY NEUMANN TRUSTEE 1.00 0.00 X 0 0 0 SEAN SILVER TRUSTEE 1.00 0.00 X 0 0 0 KEENA WILLIAMS TRUSTEE 1.00 0.00 X 0 0 0 SCOTT BENNETT TRUSTEE - PART YEAR 1.00 0.00 X 0 0 0 DOUG CLARK TRUSTEE - PART YEAR 1.00 0.00 X 0 0 0 GEORGE A GOODMAN TRUSTEE - PART YEAR 1.00 0.00 X 0 0 0 LAURA KOZIARSKI TRUSTEE - PART YEAR 1.00 0.00 X 0 0 0 MRS ELIZABETH CAREY PRESIDENT, CEO 40.00 0.00 X 321976 0 27091 GARY CRIST CHIEF FINANCIAL OFFICER 40.00 0.00 X 129806 0 11737 DEREK ALLEN CHIEF OPERATING OFFICER 40.00 0.00 X 131963 0 18720 CAE SOMA CHIEF CLINICAL OFFICER 40.00 0.00 X 128128 0 5111 JOHN THOMPSON II CHIEF ADVANCEMENT OFFICER 40.00 0.00 X 22052 0 880 DUDLEY SPADE CHIEF OF STAFF - PART YEAR 40.00 0.00 X 182465 0 7219 THOMAS F TATE CHIEF OPERATING OFFICER - PART YEAR 40.00 0.00 X 123849 0 7802 1040239 0 78560 6 0 1 0 SEQUEL YOUTH SERVICES OF ALBION LLC 13725 STARR COMMONWEALTH RD ALBION MI 49220 MANAGEMENT SERVICES 11531963 AMERICAN EXPRESS 200 VESEY STREET NEW YORK NY 10285 CREDIT CARD VENDOR 180683 GRAPHICS 3 INC 205 WEST GARFIELD COLDWATER MI 49036 PRINTING SERVICES 148356 MALL CITY MECHANICAL 7184 DOUGLAS AVE KALAMAZOO MI 49009 HVAC SERVICES 129351 HUNTER-PRELL CO 149 RICHMOND AVE BATTLE CREEK MI 49014 PLUMBING AND HVAC SERVICES 116330 8 39147 201935 322467 2212765 2776314 AGENCY FEES & TRAINING 611110 16219452 16219452 16219452 2138784 2138784 659461 659461 351408 0 351408 351408 351408 2748824 1924061 824763 824763 824763 28721 201935 60781 -32060 -32060 514542 138920 375622 375622 MISCELLANEOUS REVENUE 900099 10150 10150 10150 23323894 16595074 0 3952506 73036 73036 948416 356619 388235 203562 2197580 1196852 639564 361164 21703 3506 13722 4475 371833 207703 117170 46960 241148 121281 79194 40673 14580981 14363341 211544 6096 54786 1890 52896 67175 67175 305524 305524 -552980 -682899 104571 25348 75826 72223 3603 225264 87661 102124 35479 146164 37163 81611 27390 34744 34744 757700 558041 190331 9328 74140 22324 31098 20718 82017 16562 7394 58061 47901 47901 1126002 957753 168249 FOOD AND SUPPLIES 795436 788643 6489 304 DUES 51259 3299 47810 150 CUSTOMER RELATIONS 9022 8672 350 DONOR RELATIONS 6600 1600 5000 78900 369892 -322864 31872 21820177 18599906 2348691 871580 5274450 5519922 530943 639059 3557629 3157656 1372171 1180349 118464 96643 233334 81641 37338257 24537289 12794013 12800968 54523274 54196103 2610875 2457150 81015153 80129491 2938754 3188141 774304 314239 5049714 4382040 340724 336545 9103496 8220965 X 28635124 30089332 10932657 9963387 32343876 31855807 71911657 71908526 81015153 80129491 X 1503717 -1371286 -135562 X X 0 1 X 1 0 X 1939969 2574942 1827399 3456459 2776314 12575083 1939969 2574942 1827399 3456459 2776314 12575083 455754 12119329 2249671 1742133 2306142 3475455 3149653 12923054 170936 -89032 87192 -28185 38871 179782 25677919 73041401 0.47200 0.48660 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2014 AMOUNT: $ 170,936. 2015 AMOUNT: $ -89,032. 2016 AMOUNT: $ 87,192. 2017 AMOUNT: $ -39,958. 2018 AMOUNT: $ 10,150. FUNDRAISING EVENT REVENUE - 2017 AMOUNT: $ 11,773. 2018 AMOUNT: $ 28,721. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 315160 X X EDUCATION OF STUDENTS 0 39414569 85343 980943 79969 1109767 91517 39199602 38098726 13246 2139736 89403 661868 85868 39414569 44269391 13372 4451333 7654888 2903739 76743 38098726 47896933 1429327 3512299 4036253 5155386 -622471 44269391 65413376 1021276 -2614744 298876 15519035 105064 47896933 0.07430 0.81270 0.11300 0 0 337022 192762 529784 17213582 10784007 6429575 14543693 9116827 5426866 2133407 1890840 242567 2917791 2745615 172176 12800968 ANNUITY OBLIGATION 336545 336545 21737783 -1371286 -109002 -1480288 23218071 305524 -199701 105823 23323894 21804846 290193 290193 21514653 305524 305524 21820177 PART III, LINE 4: THE ARTWORK HELD BY STARR IS USED FOR EDUCATIONAL PURPOSES FOR THE STUDENTS. PART V, LINE 4: STARR'S ENDOWMENT APPROPRIATES EARNINGS FOR USE IN CURRENT OPERATIONS. USING THE AVERAGE FAIR VALUE OF ENDOWED ASSETS OVER THE PRIOR 12 QUARTERS, A SPENDING RATE FORMULA DETERMINES THE AMOUNT. FOR FISCAL YEAR 2018-19, 5.0% OF THE 12 QUARTER AVERAGE OF ASSETS WAS APPROPRIATED TO OPERATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: OTHER EXPENSES NETTED WITH REVENUE ON FS -4,690. CHANGE IN FAIR VALUE OF ANNUITIES -58,151. FACILITIES MANAGEMENT FEE 31,250. CHANGE IN VALUE OF INTERESTS IN PERPETUAL AND REMAINDER TRUSTS -77,411. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -138,920. FUNDRAISING EXPENSES -60,781. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION EXPENSES 63,932. OTHER EXPENSES NETTED WITH REVENUE ON FS -4,690. FUNDRAISING EXPENSES 60,781. FACILITIES MANAGEMENT FEE 31,250. COST OF GOODS SOLD 138,920. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE RACIALLY NONDISCRIMINATORY POLICY IS EMBODIED IN THE ORGANIZATION'S STATEMENT OF CORE VALUES THAT ARE PRINTED FREQUENTLY IN BROCHURES, NEWSLETTERS, AND ON THE WEBSITE WWW.STARR.ORG. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVED A FEDERAL GRANT FROM THE NATIONAL SCHOOL LUNCH PROGRAM. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENT 6490554 EUROPE 0 0 INVESTMENT 2772125 MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENT 783531 0 0 0 0 0 0 10046210 0 10046210 1 0 1 0 1 0 FALL EVENT 140135 125473 14662 3000 12960 29833 NIGHT OF STARRS 89229 75170 14059 9217 5771 1 1292 1292 230656 201935 28721 3000 22177 35604 60781 -32060 1 FINANCIAL ASSISTANCE 1 356 N/A N/A ACTIVITIES 98 4363 N/A N/A PERSONAL NEEDS 19 1024 N/A N/A SCHOLARSHIPS 18 67293 N/A N/A PART I, LINE 2: THE ORGANIZATION KEEPS A SCHEDULE OF ALL EXPENSES AGAINST THE GRANTS. SCHOLARSHIPS ARE GIVEN BASED ON NEED THROUGH A FORMAL PROCESS FOR AWARDING SCHOLARSHIPS. X X X 0 0 0 0 0 0 0 0 0 MRS ELIZABETH CAREY PRESIDENT, CEO 297135 0 0 0 24841 0 9420 0 17671 0 349067 0 0 0 DEREK ALLEN CHIEF OPERATING OFFICER 131762 0 0 0 201 0 4835 0 13885 0 150683 0 0 0 DUDLEY SPADE CHIEF OF STAFF - PART YEAR 180480 0 0 0 1985 0 7219 0 0 0 189684 0 0 0 FORM 990, PART III, LINE 2 STARR COMMONWEALTH ADDED AN OUTPATIENT AND TRAUMA ASSESSMENT PROGRAM THAT OFFERS OUTPATIENT AND SCHOOL-BASED SERVICES FOR THE GREATER REGION. DIRECT, COMMUNITY-BASED TREATMENT AND PREVENTION SERVICES TO CHILDREN AND FAMILIES INCLUDE: COMPREHENSIVE TRAUMA ASSESSMENT, ACADEMIC SUPPORT, FAMILY THERAPY, GROUP THERAPY, INDIVIDUAL THERAPY, IN SCHOOL-BASED AND OUTPATIENT SETTINGS. ALL SERVICES ARE ROOTED IN THE STARR COMMONWEALTH STRENGTH-BASED TRAUMA-INFORMED, RESILIENCE-FOCUSED PHILOSOPHY THAT SEES GREATNESS IN ALL CHILDREN AND FAMILIES. EVIDENCE-BASED INTERVENTIONS ARE EMPLOYED AND INDIVIDUALIZED TO THE CLIENT BASED ON NEEDS ASSESSED AT INTAKE AND THROUGHOUT TREATMENT, AS WELL AS WITH CULTURAL AND LINGUISTIC CONSIDERATIONS IN MIND. FORM 990, PART VI, SECTION A, LINE 3 STARR COMMONWEALTH ENTERED INTO A PURCHASE-OF-SERVICES AGREEMENT WITH AN UNRELATED OUTSIDE COMPANY TO MANAGE AND OPERATE THE ALBION, MICHIGAN RESIDENTIAL PROGRAMS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THIS FORM 990 WAS REVIEWED BY THE ORGANIZATION'S CEO AND CFO. ALL BOARD MEMBERS RECEIVED NOTICE THAT THE DRAFT COPY WAS AVAILABLE FOR THEIR REVIEW ON THE STARR COMMONWEALTH WEBSITE. THE FINAL FORM 990 WAS MADE AVAILABLE TO ALL BOARD MEMBERS ON THE WEBSITE ALONG WITH NOTICE OF THE DATE THE RETURN WOULD BE FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C STARR COMMONWEALTH HAS A CONFLICT OF INTEREST POLICY FOR THE PURPOSE OF PROTECTING STARR'S INTEREST WHEN IT IS CONSIDERING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF A TRUSTEE OR OFFICER OR MIGHT RESULT IN A POSSIBLE EXCESS BENEFIT TRANSACTION. THE ORGANIZATION'S FIRST STEP IN MONITORING IS TO REGULARLY INFORM KEY STAFF AND BOARD MEMBERS THAT STARR SEEKS TO AVOID REAL AND APPARENT CONFLICTS BY NOT ENGAGING IN TRANSACTIONS WITH THEM OR MEMBERS OF THEIR FAMILY. WHEN CIRCUMSTANCES DO ARISE THROUGH THE ANNUAL DISCLOSURE REQUIREMENTS OR OTHERWISE, THE MATTER IS REVIEWED BY THE CEO AND WHEN APPROPRIATE, BY A REPRESENTATIVE BODY OF THE BOARD OF TRUSTEES. DETERMINATION OF WHETHER A CONFLICT DOES IN FACT EXIST AND THE RESOLUTION OF IT IS ACCOMPLISHED UNDER THE GUIDELINES PROVIDED IN THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A A SUB COMMITTEE OF INDEPENDENT BOARD MEMBERS REVIEWS THE PRESIDENT/CEO COMPENSATION. THE COMPENSATION IS ESTABLISHED BASED PRINCIPALLY UPON REVIEW OF INDEPENDENT SURVEYS OF NON-PROFIT ORGANIZATIONS AND COMPARISON WITH RELEVANT INDUSTRY PEER ORGANIZATIONS. THE PRESIDENT/CEO DETERMINES COMPENSATION OF OTHER OFFICERS THROUGH REVIEW OF INDEPENDENT SURVEYS OF NON-PROFIT ORGANIZATIONS AND COMPARISON WITH RELEVANT INDUSTRY PEER ORGANIZATIONS. DECISIONS REGARDING COMPENSATION ARE DOCUMENTED IN THE BOARD MINUTES AND REFLECTED IN THE WRITTEN EMPLOYEE CONTRACT. THE REVIEW WAS MOST RECENTLY UNDERTAKEN IN FISCAL YEAR ENDED 2019. FORM 990, PART VI, SECTION C, LINE 19 STARR HAS OPERATED AS A NON-PROFIT ORGANIZATION SINCE ITS FOUNDING IN 1913 AND WAS GRANTED TAX EXEMPT STATUS PRIOR TO JULY 15, 1987. HOWEVER, IT DOES NOT HAVE A COPY OF FORM 1023 OR OTHER DOCUMENTS THAT MAY HAVE BEEN USED TO APPLY FOR TAX-EXEMPT STATUS. STARR COMMONWEALTH'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTERESTS IN PERPETUAL AND REMAINDER TRUSTS -77,411. CHANGE IN FAIR VALUE OF ANNUITIES -58,151. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN OVERSIGHT PROCESS FROM THE PRIOR YEAR. STARR EDUCATIONAL SERVICES 13725 STARR COMMONWEALTH RD ALBION MI 49224 454290942 MANAGEMENT MI 501(C)(3) LINE 10 STARR COMMONWEALTH 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 STARR EDUCATIONAL SERVICES D 1180350 ACTUAL AMOUNT OF LOAN STARR EDUCATIONAL SERVICES Q 411865 ALLOCATED EXPENSES REIMBURSED