2019-12-20T15:39:22-06:00 2019-06-30 381357951 PLANTE & MORAN PLLC 8181 E TUFTS AVENUE SUITE 600 DENVER CO 802372579 990 2018-07-01 840793576 THE ADOPTION EXCHANGE INC ADOP 3037554756 14232 EAST EVANS AVENUE AURORA CO 80014 JEFF PELECH CHIEF FINANCIAL OFFICER 3037554756 2019-12-13 1 DORI J EGGETT P00645252 3037409400 2019-12-13 208.42.238.142 2019-12-13 18:16:58 MS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 321DDE24B35CC1D1467AEA03569F7C6B0A555C82 2018 2020-03-31 21:24:44Z LAUREN ARNOLD 14232 EAST EVANS AVENUE AURORA CO 80014 7181376 0 X WWW.ADOPTEX.ORG X 1977 CO WE PROVIDE EXPERTISE AND SUPPORT FOR CHILDREN WHO WAIT IN FOSTER CARE AND FAMILIES WHO ADOPT. 19 19 77 116 0 0 4544051 6299419 97263 97252 8744 192029 -14278 23656 4635780 6612356 0 0 0 0 2784556 4201295 0 0 729881 1131070 1502388 3915626 5703683 720154 908673 3356111 4073531 776327 549124 2579784 3524407 X THE ADOPTION EXCHANGE BELIEVES EVERY CHILD DESERVES A FAMILY. THEREFORE, WE ARE THE CONNECTION BETWEEN CHILDREN WHO WAIT IN FOSTER CARE AND FAMILIES WHO ADOPT. WE PROVIDE EXPERTISE AND SUPPORT BEFORE, DURING AND AFTER THE ADOPTION PROCESS. 0 0 605509 35450 MEDIA-BASED RECRUITMENT SERVICES:THE ORGANIZATION IDENTIFIES AND CULTIVATES POTENTIAL ADOPTIVE FAMILIES FOR WAITING CHILDREN USING CHILD-CENTRIC RECRUITMENT METHODS AND TOOLS. RECRUITMENT ACTIVITIES USED TO IDENTIFY POTENTIAL FAMILIES INCLUDE: HOSTING ADOPTION NETWORKING EVENTS; PARTNERING WITH LOCAL NEWS STATIONS TO BROADCAST WEDNESDAY'S CHILD PROFILES; FEATURING REGISTERED CHILDREN IN THE CHILDREN'S GALLERY ON THE ADOPTION EXCHANGE WEBSITE; CONDUCTING MONTHLY ADOPTION ORIENTATION AND INFORMATION CLASSES; AND USING PRINT AND ELECTRONIC MEDIA TO CREATE AWARENESS OF AND SUPPORT FOR THE ADOPTION OF WAITING CHILDREN.CONTINUED ON SCHEDULE O.ADDITIONALLY, THE ORGANIZATION WORKS TO HELP PROSPECTIVE ADOPTIVE FAMILIES ACROSS THE COUNTRY UNDERSTAND THE ADOPTION PROCESS, CONNECT WITH COUNTY HUMAN SERVICES AGENCIES AND CHILD PLACEMENT AGENCIES TO BEGIN THE ADOPTION PROCESS, GAIN ACCESS TO RESOURCES AND PROFESSIONALS, AND RESPOND TO QUESTIONS AND INQUIRIES ON SPECIFIC CHILDREN.ONE OF THE MOST POPULAR WAYS FAMILIES LEARN MORE ABOUT WAITING YOUTH IS THROUGH HEART GALLERIES. THE HEART GALLERY IS A COLLABORATIVE PHOTOGRAPHIC EXHIBIT DESIGNED TO INCREASE THE NUMBER OF ADOPTIVE FAMILIES FOR CHILDREN NEEDING HOMES IN COLORADO, MISSOURI, NEVADA, AND UTAH. THE HEART GALLERY HELPS WAITING YOUTH FIND LOVING FAMILIES AND PERMANENCY THROUGH IMAGES THAT BRING THE CHILD'S PERSONALITY AND BEAUTY INTO FOCUS.IN ADDITION, SMALL MATCHING EVENTS ARE HELD WHICH ALLOW PROSPECTIVE FAMILIES AND WAITING CHILDREN TO INTERACT IN SMALL, FACILITATED EVENTS THAT INCLUDE ACTIVITIES FUN FOR ALL. DURING THE YEAR ENDED JUNE 30, 2019, 120 COLORADO, NEVADA, AND UTAH YOUTH WERE FEATURED AT MATCHING EVENTS; 29 OF THESE CHILDREN HAVE FOUND LOVING ADOPTIVE FAMILIES. 1982543 INTENSIVE RECRUITMENT SERVICES:INTENSIVE RECRUITMENT SERVICES BUILD POSITIVE, HEALTHY RELATIONSHIPS WITH YOUTH TO UNDERSTAND THEIR STRENGTHS, INTERESTS, NEEDS, AND FAMILY PREFERENCES, WHICH INEVITABLY ENHANCES THE ABILITY OF THE YOUTH TO FIND STRENGTH AND FEEL EMPOWERED THROUGH THE PROCESS. THE PROGRAM FOLLOWS AN EVIDENCE-BASED MODEL THAT INCREASES THE LIKELIHOOD OF FINDING THAT PARENTAL RESOURCE BY AS MUCH AS THREE TIMES. THE MODEL HAS BEEN SHOWN TO BE A NET COST SAVINGS TO THE COMMUNITY, AS THE PROGRAM REDUCES CONGREGATE CARE AND FOSTER CARE COSTS. EACH RECRUITER MAINTAINS A CASELOAD OF 12 TO 14 YOUTH WHO ARE THE OLDEST LONGEST-WAITING, HARDEST TO PLACE, AND MOST VULNERABLE TO AGING OUT OF FOSTER CARE. 1143732 42302 FAMILY PREPARATION AND SUPPORT BEGINS BEFORE A FAMILY HAS EVER ADOPTED. THE FAMILY SUPPORT PROGRAM IS GEARED TOWARD EDUCATION, SUPPORT AND COACHING. HANDS-ON, INDIVIDUALIZED, TAILORED SUPPORTIVE SERVICES ARE OFFERED TO FAMILIES THROUGHOUT THEIR ENTIRE ADOPTION JOURNEY. BY DEVELOPING RELATIONSHIPS WITH FAMILIES EARLY, FAMILY COMMITMENT TO ADOPTION IS MAINTAINED AND ADOPTION DISRUPTIONS ARE OFTEN MINIMIZED.CLASSES AND TRAINING OPPORTUNITIES ARE OFFERED TO FAMILIES AND PROFESSIONALS AND ARE GEARED TOWARD PROVIDING INFORMATION, SUPPORT, AND GUIDANCE IN CREATING HEALTHY, STABLE ADOPTIVE RELATIONSHIPS. ALL CHILDREN HAVE ENTERED THE FOSTER CARE SYSTEM AS A RESULT OF TRAUMA, ABUSE, OR NEGLECT. THE GOAL OF MANY TRAININGS IS TO HELP PARENTS UNDERSTAND HOW THESE EVENTS MAY IMPACT CHILDREN AND TO RECOGNIZE BEHAVIORS AS SYMPTOMS OF THOSE EXPERIENCES. THE ULTIMATE OUTCOME FOR MANY OF THE TRAINING COURSES IS FOR FAMILIES TO HAVE THE KNOWLEDGE AND TOOLS THEY NEED TO HELP THEIR CHILDREN BECOME SECURELY ATTACHED, SUCCESSFUL, AND HEALTHY ADULTS. NEARLY 1,962 FAMILIES AND PROFESSIONALS BENEFITTED FROM OVER 11,211 HOURS OF TRAINING AND SUPPORT THROUGH CLASSES, WEBINARS, AND CONFERENCES THAT WERE OFFERED DURING THE YEAR ENDED JUNE 30, 2019 OTHER POST-ADOPTION RESOURCES, INCLUDING HELPFUL ARTICLES AND VIDEOS, WERE OFFERED TO ADOPTIVE FAMILIES VIA BI-MONTHLY E-NEWSLETTERS. 422720 19500 THE ORGANIZATION WORKS AT A NATIONAL LEVEL AS A PARTNER IN THE ADOPTUSKIDS COLLABORATION, HELPING STATES, TRIBES, AND TERRITORIES - AND THEIR PRIVATE AGENCY PARTNERS - BUILD THEIR CAPACITY TO RECRUIT ENGAGE, DEVELOP, AND SUPPORT FOSTER, ADOPTIVE, AND KINSHIP FAMILIES. THE ORGANIZATION PROVIDES FREE WEBINARS, TRAININGS, WORKSHPS, PUBLICATIONS, PEER LEARNING OPPORTUNITIES, AND TAILORED CAPACITY-BUILDING SERVICES ON A VARIETY OF TOPICS FOR CHILD WELFARE PROFESSIONALS. IN THE YEAR ENDING JUNE 30, 2019, 47 STATES, WASHINGTON D.C., GUAM, AND 9 TRIBES PARTICIPATED IN SYSTEM-SPECIFIC CAPACITY BUILDING SERVICES DELIVERED BY THE ORGANIZATION. 188163 THE SIGNATURE MENTORING PROGRAM IS CHOICE (COMMUNITY, HAPPENINGS, OWNERSHIP BY YOUTH, INVOLVEMENT, COMPASSION, AND ENGAGEMENT). CHOICE IS A HOSTING AND MENTORSHIP PROGRAM FOR YOUTH IN FOSTER CARE BETWEEN THE AGES OF 12 TO 18 THAT CONNECTS YOUTH AND HOST ADULTS FROM THE COLORADO COMMUNITY TO CREATE LIFE-LONG RELATIONSHIPS. THIS PROGRAM BUILDS ON AND REPLICATES AN EVIDENCE-INFORMED RECRUITMENT, PERMANENCY, AND FAMILY VISIT MODEL. IN THIS PAST YEAR, MORE THAN 213 FAMILIES AND COMMUNITY MEMBERS AND 69 YOUTH HAVE BEN REFERRED TO THE PROGRAM FROM ADAMS, JEFFERSON AND DENVER COUNTIES. 26 FAMILIES AND YOUTH HAVE BEEN MATCHED INTO AN ACTIVE HOSTING RELATIONSHIP. 610883 19500 4342667 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 24 0 1 77 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK MO NV NM SD TX UT WY CA X X JEFF PELECH 3037554756 14232 EAST EVANS AVE AURORA CO 80014 JAMIE MOYER CHAIR 2.00 X X 0 0 0 MARC HENDRIKSON VICE CHAIR 2.00 X X 0 0 0 REBECCA SLATTERY TREASURER 1.00 X X 0 0 0 JIM BISTANY DIRECTOR 1.00 X 0 0 0 ELLEN BOADE DIRECTOR 1.00 X 0 0 0 NICETA BRADBURN DIRECTOR 1.00 X 0 0 0 LAUREL BURTON DIRECTOR 1.00 X 0 0 0 MICHELLE CANNON DIRECTOR 1.00 X 0 0 0 JOHN COFFMAN DIRECTOR 1.00 X 0 0 0 BRIAN COMERFORD DIRECTOR 1.00 X 0 0 0 TAUNIA HOTTMAN DIRECTOR 1.00 X 0 0 0 BRAD MCNEALY PAST CHAIR 1.00 X 0 0 0 ERIK JENSEN DIRECTOR 1.00 X 0 0 0 CHARLIE LIPPOLIS DIRECTOR 1.00 X 0 0 0 JOHN MCPHIE DIRECTOR 1.00 X 0 0 0 LINDA SPEARS DIRECTOR 1.00 X 0 0 0 TIM WIELAND DIRECTOR 1.00 X 0 0 0 ALEX ZAKROFF DIRECTOR 1.00 X 0 0 0 DAVE ZINGER DIRECTOR 1.00 X 0 0 0 LAUREN ARNOLD CEO 40.00 X 156225 0 633 LESLIE HANNON CFO 30.00 X 82819 0 5880 MELODY ROE SVP OF PROGRAMS 40.00 X 111099 0 5880 JEFF PELECH CFO (BEGIN 3/19) 40.00 X 0 0 0 350143 0 12393 2 0 1 0 NEXUS TEK 5889 S GREENWOOD PLAZA BLVD STE 20 GREENWOOD VILLAGE CO 80111 IT MANAGED SERVICES 186278 1 1004263 2008772 3286384 201791 6299419 MEMBERSHIP DUES 900099 71950 71950 TRAINING REGISTRATION 900099 25302 25302 97252 8787 8787 497969 334 314393 -334 183576 183242 183242 232618 1004263 254293 -21675 -21675 OTHER INCOME 900099 45331 45331 45331 6612356 97252 0 215685 384802 122490 262312 3142508 2508524 141369 492615 409162 305593 49091 54478 264823 195526 30966 38331 385 385 26518 26518 467 467 241421 169535 30475 41411 86628 63895 13207 9526 293225 223214 29478 40533 116847 94031 9450 13366 289888 270882 5631 13375 33821 26018 3029 4774 7637 7637 62466 50269 5052 7145 39980 30976 3871 5133 DIRECT PROGRAM COSTS 137763 137763 PRINTING & PUBLICATIONS 130769 91006 1153 38610 IN-KIND GOODS 26861 26861 BAD DEBT EXPENSE -54430 -54430 62142 26084 11044 25014 5703683 4342667 631135 729881 569772 1235984 151063 151647 790720 1064213 400377 527342 32964 15724 855256 588083 642200 267173 719225 760523 49790 50925 3356111 4073531 412956 303109 214450 246015 148921 0 776327 549124 X 1324590 2060298 847811 1005973 407383 458136 2579784 3524407 3356111 4073531 908673 35950 0 X 0 1 X 1 1 1 X 3504888 3607026 4376822 4544051 6299419 22332206 3504888 3607026 4376822 4544051 6299419 22332206 22332206 1528 1305 1308 1770 8787 14698 15945 58142 15249 10144 45331 144811 22491715 2390311 0.99290 0.99390 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2014 AMOUNT: $ 15,945. 2015 AMOUNT: $ 58,142. 2016 AMOUNT: $ 15,249. 2017 AMOUNT: $ 10,144. 2018 AMOUNT: $ 45,331. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 175 175 0 PART II-B, LINE 1: PORTION OF DUES USED FOR LOBBYING PURPOSES. 452345 5100 22894 2202 20000 458137 437334 5300 24005 2189 12105 452345 485891 1397 29445 65000 2248 12151 437334 567749 3200 -22831 60000 2227 485891 500000 67670 1758 1679 567749 1.00000 1 1 1 56175 56175 604177 454534 149643 194904 133549 61355 267173 X 7011244 35950 363405 399355 6611889 467 467 6612356 6066621 363405 363405 5703216 467 467 5703683 PART V, LINE 4: SUPPORT OF THE PROGRAMS OF THE ADOPTION EXCHANGE, WHICH SEEKS PERMANENT LOVING HOMES FOR SPECIAL NEEDS CHILDREN, PRIMARILY THOSE WHO ARE OLDER AND IN THE FOSTER CARE SYSTEM. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AND IS EXEMPT FROM TAX UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. GALA (CO) 637225 486755 150470 34258 49181 10900 23827 GOLF (CO) 394269 334107 60162 104535 11600 3500 7728 3 205387 183401 21986 3613 5151 1236881 1004263 232618 142406 65932 14400 31555 254293 -21675 X X X 0 0 0 0 0 0 0 1 0 LAUREN ARNOLD CEO 146225 0 10000 0 0 0 0 0 633 0 156858 0 0 0 PART I, LINE 7 THE BOARD OF DIRECTORS EVALUATES THE CEO'S PERFORMANCE AND HOW WELL THE ORGANIZATION PERFORMED AS COMPARED TO PLANNED GOALS AND OTHER MILESTONES. THEY CONSIDER THE FINANCIAL POSITION OF THE ORGANIZATION AND, AS APPROPRIATE, AWARD A BONUS TO THE CEO. X 1 1667 FMV X SPECIAL EVENT ITEMS 267 173263 FMV X YOUTH GIFTS 60 26861 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED FOR FILING BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. A COPY OF THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF DIRECTORS COMPLETES A SURVEY EACH YEAR. IN ADDITION, ANY CONFLICT OF INTEREST IS DISCLOSED PRIOR TO DISCUSSION OF THE MATTER. EVERY EMPLOYEE SIGNS THE EMPLOYEE HANDBOOK WHICH INCLUDES THE CONFLICT OF INTEREST POLICY RELATED TO EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR COMPENSATION IS ESTABLISHED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS BASED ON CONSIDERATIONS INCLUDING MERIT, COMPARISON TO DATA COMPILED FROM NON-PROFITS OF SIMILAR SIZE AND COMPLEXITY AND CONSTRAINTS OF ANNUAL OPERATING BUDGET FOR THE NEXT YEAR. KEY EMPLOYEES COMPENSATION ESTABLISHED ANNUALLY BY THE EXECUTIVE DIRECTOR BASED ON CONSIDERATIONS INCLUDING MERIT, COMPARISON TO DATA COMPILED FROM NON-PROFITS OF SIMILAR SIZE AND COMPLEXITY AND CONSTRAINTS OF ANNUAL OPERATING BUDGET FOR THE NEXT YEAR. FORM 990, PART VI, SECTION C, LINE 19 FURNISHED UPON REQUEST. AUDIT REPORT ON WEBSITE.