2019-03-12T08:18:24-05:00 2018-06-30 030225774 GALLAGHER FLYNN & COMPANY LLP 55 COMMUNITY DRIVE SUITE 401 SOUTH BURLINGTON VT 05403 990 2017-07-01 030179434 LUND FAMILY CENTER INC LUND 8028647467 76 GLEN ROADPO BOX 4009 BURLINGTON VT 054064009 BARBARA RACHELSON EXECUTIVE DIRECTOR 8028647467 2019-02-22 1 PHILIP A LAPP CPA P00356904 8028631331 2019-02-22 50.195.15.36 2019-02-22 09:29:24 ES P F2A84DB1D6A58E68BC7E41B3B02581BE13702A1A 885A35860BA0655BDEA8510168218ED895175DF6 2017 2019-02-21 02:37:17Z BARBARA RACHELSON 76 GLEN ROADPO BOX 4009 BURLINGTON VT 054064009 10505278 0 X WWW.LUNDVT.ORG X 1890 VT 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. 20 20 234 0 0 0 835565 1841358 8879191 8462145 41165 54466 79327 115587 9835248 10473556 101683 103412 0 0 7600060 7779372 0 0 273656 1966249 1933201 9667992 9815985 167256 657571 11864160 12417759 5784130 5531817 6080030 6885942 SEE SCHEDULE O 0 0 4405966 103412 5189550 SEE SCHEDULE O 2382190 1849777 SEE SCHEDULE O 1517824 1422818 SEE SCHEDULE O 8305980 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 0 0 0 0 0 0 0 0 0 1 8 0 1 234 1 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X MICHAEL BATSIMM 8028612567 76 GLEN ROADPO BOX 4009 BURLINGTON VT 054064009 LUCY ABAIR TRUSTEE 2.00 X 0 0 0 MARIA ARNOLD MEMBER AT LARGE 4.00 X X 0 0 0 JESSICA BRUMSTED TRUSTEE 2.00 X 0 0 0 SARA BYERS IMMEDIATE PAST PRESIDENT 4.00 X X 0 0 0 MATTHEW CARTER TRUSTEE 2.00 X 0 0 0 THOMAS CHENEY TRUSTEE 2.00 X 0 0 0 MAURINE GILBERT TRUSTEE 2.00 X 0 0 0 JEANNE B KENNEDY TRUSTEE 2.00 X 0 0 0 AIMEE MARTI TRUSTEE 2.00 X 0 0 0 MARTHA MATHIS TRUSTEE 2.00 X 0 0 0 BARBARA LANDE TRUSTEE 2.00 X 0 0 0 EMILY LEE VICE PRESIDENT 4.00 X X 0 0 0 CHRISTOPHER LOSO TRUSTEE 2.00 X 0 0 0 LARRY MACKINNON TRUSTEE 2.00 X 0 0 0 ALLEGRA MILLER TRUSTEE 2.00 X 0 0 0 BIBI MUKHERJEE TRUSTEE 2.00 X 0 0 0 BEN NOSTRAND TRUSTEE 2.00 X 0 0 0 MANON O' CONNOR TRUSTEE 2.00 X 0 0 0 JAMES REARDON TRUSTEE 2.00 X 0 0 0 EILEEN SIMOLLARDES TREASURER 4.00 X X 0 0 0 CYNDEE STURTEVANT TRUSTEE 2.00 X 0 0 0 STEPHANIE MILLER TAYLOR SECRETARY 4.00 X X 0 0 0 PAULETTE THABAULT PRESIDENT 4.00 X X 0 0 0 CHRISTINE OLIVER TRUSTEE 2.00 X 0 0 0 BARBARA RACHELSON EXECUTIVE DIRECTOR 40.00 X 133641 0 2823 MICHAEL BATSIMM DIRECTOR OF FINANCE 40.00 X 73422 0 10453 207063 0 13276 1 0 0 0 ALLIANCE MECHANICAL PO BOX 666 ESSEX JUNCTION VT 05453 HVAC SYSTEM INSTALLATION & MAINTENACE 133634 1 149698 1691660 1841358 RESIDENTIAL AND TREATMENT 624100 5189550 5189550 ADOPTION FEES & SRVCS 624100 1849777 1849777 CHILD AND FAMILY SERVICES 624100 1422818 1422818 8462145 49127 49127 21906 0 21906 21906 21906 31650 26311 5339 5339 5339 92241 5411 86830 86830 MISCELLANEOUS 624100 6851 6851 6851 10473556 8474335 0 157863 103412 103412 293002 293002 5920829 5250760 517055 153014 95880 85029 8373 2478 1009382 871571 113003 24808 460279 407023 41395 11861 813 813 36039 36039 295974 161138 100880 33956 10644 108 10536 16359 12334 931 3094 222084 204189 13047 4848 207767 203201 4143 423 254747 234676 13767 6304 298705 262130 25373 11202 77453 59178 15799 2476 SUPPLIES 260455 234604 21332 4519 OTHER PROGRAM EXPENSES 84220 84220 DUES AND FEES 73825 59227 11703 2895 TELEPHONE 63691 45047 17778 866 30425 27320 2729 376 9815985 8305980 1236349 273656 1215539 842415 157531 157613 240783 895846 836256 773711 10914 11569 139033 137724 10846722 2665601 8301447 8181121 962657 1417760 11864160 12417759 614550 683257 7515 10946 3201675 3059936 1631773 1575548 328617 202130 5784130 5531817 X 5679854 5779755 127259 442799 272917 663388 6080030 6885942 11864160 12417759 X 657571 21854 126487 X 0 1 X 1 1 1 X 3722951 4120459 8003511 9007975 9781422 34636318 4936957 4274715 665166 751784 608911 11237533 8659908 8395174 8668677 9759759 10390333 45873851 87938 65825 39456 66999 65946 326164 285736 285736 87938 65825 39456 66999 351682 611900 45261951 23182 27285 18496 44566 76372 189901 23182 27285 18496 44566 76372 189901 28550 24475 10415 15076 6851 85367 8711640 8446934 8697588 9819401 10473556 46149119 0.98080 0.96990 0.00410 0.00310 X 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. 272917 390471 663388 272917 272917 272917 272917 272917 272917 272917 272917 1.00000 0 0 233177 233177 9869978 2101004 7768974 547230 445708 101522 196337 118889 77448 8181121 FAIR VALUE OF INTEREST RATE SWAP AGREEMENT 202130 202130 X 10621897 21854 126487 148341 10473556 0 10473556 9815985 0 9815985 0 9815985 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: EACH YEAR, MANAGEMENT CONSIDERS WHETHER ANY MATERIAL TAX POSITION LUND HAS TAKEN IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT BELIEVES THAT ANY POSITIONS LUND HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND, THEREFORE, DO NOT NEED TO BE MEASURED OR DISCLOSED IN THESE FINANCIAL STATEMENTS. TAX RETURNS FOR YEARS SUBSEQUENT TO JUNE 30, 2014, ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF INTEREST SWAP AGREEMENT 126,487. CORN HOLE TOURNAMENT 92241 92241 5411 92241 92241 5411 5411 86830 1 FAMILY ASSISTANCE 200 26623 RESIDENTIAL TREATMENT PROGRAM 60 65266 JOB TRAINING 20 1330 RESPITE 40 10192 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 3200000 0 0 1 1 B 934028 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 TD BANK NA 15.800000000000 0 0 0 0 0 A 0 B 0 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 SIGNIFICANT SCHEDULES PRIOR TO THE SUBMISSION OF THE FORM 990 TO THE INTERNAL REVENUE SERVICE. LUND'S FINANCE COMMITTEE REVIEWS THE COMPLETED 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 EXECUTIVE DIRECTOR 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 EXECUTIVE DIRECTOR APPROVES THE SALARY AND SALARY ADJUSTMENTS OF ALL EMPLOYEES, INCLUDING KEY EMPLOYEES. THE BOARD OF TRUSTEES' EXECUTIVE COMMITTEE APPROVES THE SALARY AND SALARY ADJUSTMENTS OF THE EXECUTIVE DIRECTOR. 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 126,487. FORM 990 PART III LINE 1 - ORGANIZATION MISSION 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; TRANSITIONAL HOUSING; REACH UP WELFARE TO WORK AND JOB TRAINING; 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. FORM 990 PART III LINE 4A - PROGRAM SERVICE ACCOMPLISHMENTS RESIDENTIAL PROGRAM VERMONT'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. 57 WOMEN ENGAGED IN RESIDENTIAL TREATMENT FOR SUBSTANCE ABUSE AND MENTAL HEALTH DISORDERS WITH 55 CHILDREN IN RESIDENCE WITH THEM. 100% OF BABIES BORN AT LUND WERE FREE OF ILLICIT SUBSTANCES. 60 MOTHERS WORKED WITH FAMILY ENGAGEMENT SPECIALISTS TO ENSURE THAT THEY WERE WELL CONNECTED TO THE NECESSARY RESOURCES IN THE COMMUNITY OF THEIR CHOICE, AND HAD A STABLE AND STRONG GROUNDING IN PARENTING AND IN THEIR RECOVERY AFTER LEAVING LUND. FORM 990 PART III LINE 4B - PROGRAM SERVICE ACCOMPLISHMENTS FAMILY SUPPORT AND EDUCATIONAL SERVICES FAMILY EDUCATION: LUND PROVIDES SUPPORT AND EDUCATION TO PROMOTE CHANGE, ENCOURAGE PERSONAL GROWTH AND ENHANCE HEALTHY FAMILIES THROUGH OFFERING PARENTING GUIDANCE AND TEACHING CHILD DEVELOPMENT TO PARENTS IN ALL OF OUR PROGRAMS SO THAT PARENTS HAVE THE SKILLS THEY NEED TO BE SUCCESSFUL. LUND ENCOURAGES AND HELPS STAFF TO ENGAGE IN PROFESSIONAL DEVELOPMENT TO BEST SERVE OUR FAMILIES. IN 2016, SIX FAMILY EDUCATORS PARTICIPATED IN CULTURAL AND LINGUISTIC COMPETENCE TRAINING AND THREE WERE TRAINED IN THE 'PARENTS AS TEACHERS' CURRICULUM - AN EVIDENCE BASED HOME VISITING CURRICULUM. EARLY CHILDHOOD PROGRAM: LUND'S PLAY-BASED, YEAR-ROUND EARLY CHILDHOOD EDUCATION PROGRAM ALLOWS CHILDREN TO LEARN AND GROW IN A LOVING AND STRUCTURED ENVIRONMENT THAT MAKES THE MOST OF THIS CRUCIAL TIME OF BRAIN DEVELOPMENT. LUND WORKS CLOSELY WITH THE FAMILY AND COLLABORATES WITH OTHER COMMUNITY PARTNERS TO SUPPORT ALL ASPECTS OF A CHILD'S GROWTH AND TO MAKE SURE ALL FAMILY MEMBERS' BASIC NEEDS ARE MET. NEW HORIZONS EDUCATIONAL PROGRAM: THOUGH THERE ARE MANY CHALLENGES TO FINISHING SCHOOL FOR YOUNG WOMEN WHO ARE PREGNANT OR PARENTING, LUND'S NEW HORIZONS EDUCATIONAL PROGRAM (NHEP) PROVIDES A SUPPORTIVE AND INDIVIDUALIZED LEARNING ENVIRONMENT WHERE STUDENTS CAN MEET THEIR EDUCATIONAL GOALS. NHEP IS A YEAR-ROUND PROGRAM WITH ROLLING ADMISSION THAT PROVIDES HIGH SCHOOL CLASSES AND PARENTING EDUCATION, LIFE SKILLS CLASSES, AND CAREER EXPLORATION. THROUGH A SUCCESSFUL COLLABORATION WITH THE COMMUNITY COLLEGE OF VERMONT, THE INTRODUCTION TO COLLEGE STUDIES CLASS IS OFFERED ON SITE. LUND ALSO OFFERS TEEN PREGNANCY PREVENTION PRESENTATIONS AND SAFER SEX WORKSHOPS TO SCHOOLS AND COMMUNITY GROUPS THROUGH OUR TEEN PREGNANCY PREVENTION OUTREACH PROGRAM. KIDSAPART IS AN INNOVATIVE AND UNIQUE PARTNERSHIP WITH THE DEPARTMENT OF CORRECTIONS. IT IS THE ONLY PROGRAM OF ITS KIND IN VERMONT AND ONE OF A FEW NATIONALLY SERVING THIS UNIQUE POPULATION. THE GOALS OF THE PROGRAM ARE TO REDUCE THE TRAUMA CHILDREN EXPERIENCE AS A RESULT OF PARENTAL INCARCERATION; TO SUPPORT FAMILY RELATIONSHIPS BETWEEN INCARCERATED MOTHERS, THEIR CHILDREN AND CAREGIVERS; TO ASSIST WITH THE WOMEN'S REENTRY TO THEIR COMMUNITIES; AND TO MAINTAIN MEANINGFUL CONTACT BETWEEN MOTHER AND CHILDREN WHERE SAFE AND APPROPRIATE. THE KIDS-A-PART CASE MANAGER PROVIDED 10 WORKSHOPS TO A VARIETY OF PROVIDERS AND COMMUNITY GROUPS THROUGHOUT VERMONT TO INCREASE AWARENESS AND KNOWLEDGE OF BEST PRACTICES FOR WORKING WITH CHILDREN OF INCARCERATED PARENTS. FORM 990 PART III LINE 4C - PROGRAM SERVICE ACCOMPLISHMENTS ADOPTION SERVICES ADOPTION 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, AN EIGHTEEN YEAR PARTNERSHIP WITH THE VERMONT DEPARTMENT OF CHILDREN AND FAMILIES, HAS FOUND FOREVER FAMILIES FOR 2,739 CHILDREN SINCE 2000. DURING THE YEAR, 279 ADOPTIONS WERE FINALIZED, 258 THROUGH PROJECT FAMILY, LUND'S COLLABORATION WITH DCF, 7 THROUGH WENDY'S WONDERFUL KIDS, A SIGNATURE PROGRAM OF THE DAVE THOMAS FOUNDATION FOR ADOPTION, AND 14 THROUGH LUND'S PRIVATE ADOPTION PROGRAM. LUND'S POST-PERMANENCE PROGRAM HELPS ADOPTIVE 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 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. 330 INDIVIDUALS FROM 200 FAMILIES RECEIVED POST PERMANENCE SERVICES. 997 INDIVIDUALS USED LUND'S DISCOVERING YOUR ROOTS SERVICES TO FIND INFORMATION AND/OR CONNECT WITH BIRTH FAMILIES.