2018-08-10T15:37:28-05:00 2017-09-30 520901831 ROSS LANGAN & MCKENDREE LLP 7900 WESTPARK DR STE T420 MCLEAN VA 22102 990 2016-10-01 530208258 FAMILY MATTERS OF GREATER WASHINGTON INC FAMI 2025361420 425 EYE STREET NW NO 700 WASHINGTON DC 20001 THOMAS L JOHNSON INTERIM PRESIDENT AND CEO 2025361420 2018-08-10 1 COLETTE CAHILL P00176033 7038932660 X 2016 2022-09-23 18:48:47Z THOMAS L JOHNSON 425 EYE STREET NW NO 700 WASHINGTON DC 20001 13563623 0 X WWW.FAMILYMATTERSDC.ORG X 1936 DC TO CREATE AND DELIVER COMPASSIONATE SOLUTIONS THAT EMPOWER, ENRICH, & ELEVATE ALL AGES. 11 10 164 13 0 0 587792 291010 7960115 7860944 599234 1191344 -3834 68672 9143307 9411970 971615 1041579 0 0 7722571 7869271 48313 211477 766064 6342427 5332629 15084926 14454956 -5941619 -5042986 30611506 23229727 13365319 10358584 17246187 12871143 X TO PROVIDE A BROAD SPECTRUM OF SERVICES & SUPPORT CAPABILITIES FOR CHILDREN, TEENAGERS, FAMILIES, & SENIORS WHO ARE VULNERABLE, IN NEED, & UNDER-SERVED. SERVICES TOUCH EVERY ASPECT OF THE LIFE-SPAN, SINCE PEOPLE AT EVERY AGE MATTER...SEE SCHEDULE OMISSION STATEMENT CONTINUATION... SERVICES BEGAN IN CHILDHOOD WITH FOSTER CARE FOR YOUTH WHO HAVE BEEN ABUSED OR NEGLECTED & A RESIDENTIAL PROGRAM FOR TEEN MOTHERS & THEIR BABIES. AT CAMP MOSS HOLLOW, THE ORGANIZATION OFFERED ADDITIONAL YOUTH DEVELOPMENT PROGRAMS IN A NATURAL SETTING. MENTAL HEALTH PROGRAMS OFFER AFFORDABLE, INDIVIDUAL, GROUP, & FAMILY COUNSELING FOR PEOPLE OF ALL AGES STRUGGLING WITH EMOTIONAL OR PSYCHOLOGICAL DIFFICULTIES. DIVISION OF AGING SERVICES PROGRAMS FOCUS ON THE ELDERLY BY PROVIDING HEAVY-DUTY HOUSE CLEANING, COUNSELING, & FULL CASE MANAGEMENT. THE WAYS TO WORK PROGRAM WORKED WITH ADULTS WITH LOW CREDIT SCORES TO PURCHASE AN AUTOMOBILE TO AID THEM TO TRAVEL TO WORK. 0 1 4445948 26335 2215073 MENTAL HEALTH: SINCE 1943, THE ORGANIZATION HAS PROVIDED COUNSELING SERVICES TO THE RESIDENTS OF THE GREATER WASHINGTON, DC AREA EXPERIENCING MENTAL AND BEHAVIORAL HEALTH ISSUES. THE ORGANIZATION IS COMMITTED TO PROVIDING HIGH-QUALITY, LOW-COST MENTAL HEALTH SERVICES THROUGH INDIVIDUAL, GROUP, AND FAMILY COUNSELING, SCHOOL-BASED COUNSELING, MEDICATION MANAGEMENT, PSYCHIATRIC EVALUATIONS, DOMESTIC VIOLENCE AND ANGER MANAGEMENT SERVICES, CRISIS MANAGEMENT, COMMUNITY SUPPORT SERVICES, INTEGRATIVE MENTAL AND PRIMARY CARE SERVICES, AND INTENSIVE COMMUNITY SUPPORT SERVICES FOR CHILDREN. THE ORGANIZATION PROVIDES SPECIALTY SERVICES FOR A WIDE RANGE OF POPULATION OF ALL AGES... SEE SCHEDULE O CONTINUATION OF MENTAL HEALTH...THE ORGANIZATION ASSISTS CHILDREN WHO HAVE EXPERIENCED VARIOUS TRAUMAS, INCLUDING NEGLECT, ABUSE, THE DIFFICULTY OF MULTIPLE FAMILY SEPARATIONS, AND THOSE WHO HAVE BEEN DIAGNOSED WITH A MENTAL ILLNESS. THE ORGANIZATION ALSO GIVES SUPPORT TO SENIORS SUFFERING FROM DEPRESSION, LONELINESS, AND DESPAIR. THE ORGANIZATION OFFERS GROUP AND INDIVIDUAL COUNSELING TO ADULTS SUFFERING FROM ANXIETY, DEPRESSION, AND A WIDE RANGE OF MENTAL HEALTH ISSUES. 4330185 914568 4647416 CHILD WELFARE SERVICES: CHILDREN ARE CARED FOR IN FOSTER HOMES WHILE RECEIVING TRADITIONAL OR THERAPEUTIC SERVICES TO HELP THEM REUNITE WITH THEIR FAMILIES OF ORIGIN OR NEW ADOPTIVE FAMILIES. CHILDREN RECEIVE PLACEMENT, CASE MANAGEMENT, AND PERMANENCY SERVICES TO ASSIST THEM AND THEIR FAMILIES IN SAFELY EXITING THE FOSTER CARE SYSTEM. ALTHOUGH MOST CHILDREN ARE SERVED IN FOSTER HOME PLACEMENTS, SERVICES FOLLOW CHILDREN AS THEY TRANSITION TO CONGREGATE CARE SETTINGS (GROUP HOMES), INDEPENDENT LIVING FACILITIES, AND INTO THE PROTECTIVE SUPERVISION OF THEIR BIRTH FAMILIES. IN THE BRIGHT FUTURES PROGRAM, THE ORGANIZATION IS DEDICATED TO GIVING YOUNG MOTHERS WHO ARE WARDS OF WASHINGTON, DC, THE GUIDANCE AND SUPPORT THEY NEED TO BE INDEPENDENT, CAPABLE ADULTS... SEE SCHEDULE O CONTINUATION OF CHILD WELFARE SERVICES...AND PARENTS. PROGRAM CLIENTS, AGE 16-21, AND THEIR CHILDREN RESIDE IN INDEPENDENT APARTMENTS IN A FULLY SUPPORTIVE ENVIRONMENT. ON-SITE SOCIAL WORKERS AND YOUTH COUNSELORS PROVIDE LIFE SKILLS, EDUCATION, AND BEHAVIORAL SUPPORT IN ORDER TO FACILITATE DEVELOPMENT AND PROGRESS TOWARD INDEPENDENCE. 1044615 58169 798355 DIVISION OF AGING SERVICES: THE FOCUS OF THE PROGRAM IS TO KEEP THE OLDER POPULATION LIVING IN THEIR OWN HOMES AND COMMUNITIES SAFELY FOR AS LONG AS POSSIBLE. FOR EFFECTIVE AGING IN PLACE, THE FOLLOWING SERVICES WERE PROVIDED: HEAVY-DUTY HOUSE CLEANING, COUNSELING, COMPREHENSIVE ASSESSMENT, AND CASE MANAGEMENT. THE ORGANIZATION ALSO WORKS TO ENSURE THE FINANCIAL, SOCIAL, AND SAFETY NEEDS OF OLDER ADULTS ARE MET. THE PROGRAM IS DESIGNED TO PROTECT AND EMPOWER THE AGING SO THEY ARE ABLE TO REMAIN ACTIVE, INDEPENDENT RESIDENTS OF THEIR COMMUNITIES. THE ORGANIZATION HAS THE RESPONSIBILITY OF SERVING AS THE LEAD AGENCY IN WARD 8 OF WASHINGTON, DC....SEE SCHEUDLE OCONTINUATION OF DIVISION OF AGING SERVICES...THE ORGANIZATION'S SUPPORT OF THIS POPULATION PLACES PARTICULAR EMPHASIS ON POVERTY, LOW INCOME ELDERS, AND, THREE SPECIAL DISPLACED POPULATIONS(ASIAN AND PACIFIC ISLANDER, THE DEAF AND HARD OF HEARING, AND HOMELESS AGED). THE ORGANIZATION HAS ALSO INCREASED SERVICES TO INCLUDE: MANAGEMENT OF CONGREGATE MEAL SITES, HOME DELIVERED MEALS FOR THE HOMEBOUND (ELDERLY), GERIATRIC COMPREHENSIVE ASSESSMENTS, LONG-TERM CASE MANAGEMENT, RESPITE CARE ASSISTANCE, NUTRITION COUNSELING, NUTRITION EDUCATION TO GROUPS OF SENIORS, HEALTH PROMOTION AND DISEASE PREVENTION, AND A HOST OF OTHER SERVICES. MOREOVER, THE ORGANIZATION HAS A PROGRAM THAT IS FOCUSED ON EXPOSING SENIORS TO THE ARTS. DURING A MONTHLY SENIORS NIGHT OUT EVENT, THE ORGANIZATION TAKES SENIORS TO DINNER AND A PERFORMANCE AT THE JOHN F. KENNEDY CENTER FOR THE PERFORMING ARTS FREE OF CHARGE TO THE SENIORS. THE PURPOSE OF THIS PROGRAM IS TO PROVIDE THE OPPORTUNITY FOR SENIORS, WHO GENERALLY CANNOT AFFORD TO GO TO A PERFORMANCE FOR THE EXPERIENCE OF A NIGHT OUT TO INTERACT WITH CULTURAL ENRICHMENT AND SHARED HISTORY. 870205 42507 50309 CAMP AND YOUTH ACTIVITIES : FOR NEARLY A HALF-CENTURY, CAMP MOSS HOLLOW HAS OFFERED FAMILIES AND THEIR CHILDREN A POSITIVE OUTDOOR ENVIRONMENT AWAY FROM THE METROPOLITAN AREA. CAMP MOSS HOLLOW IS A 400 ACRE CAMPGROUND LOCATED IN MARKHAM, VIRGINIA. THE CAMP EXPOSES YOUTH AGES 7-14 FROM THE WASHINGTON, DC REGIONAL AREA TO OPPORTUNITIES INCLUDING NATURE HIKES, TEAM BUILDING, DANCE, RECREATION, AND ARTS AND CRAFTS. THE PROGRAM PROVIDES THESE CHILDREN WITH AN OPPORTUNITY TO EXPERIENCE VARIOUS OUTDOOR ACTIVITIES AND LEARN NECESSARY LIFE AND SOCIAL SKILLS. 87422 0 149791 WAYS TO WORK: THE ORGANIZATION HAS A WAYS TO WORK PROGRAM THAT TRANSFORMS LIVES BY OFFERING LOW-INTEREST CAR LOANS AND FINANCIAL LITERACY TRAINING TO FAMILIES WITH DISTRESSED CREDIT, BUT GOOD CHARACTER, SINCE SUCCESSFUL WORKING FAMILIES CREATE THRIVING COMMUNITIES. THIS PROGRAM IS BEING DISCONTINUED NATIONALLY AND FAMILY MATTERS IS CURRENTLY WINDING DOWN ITS PROGRAM. 957627 42507 200100 10778375 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 118 0 164 1 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 DC X X THOMAS L JOHNSON 2025361420 425 EYE STREET NW NO 700 WASHINGTON DC 20001 ANNABELLE T LOCKHART DIRECTOR 5.00 X 0 0 0 KATHRYN CLAY TREASURER 5.00 X X 0 0 0 STEVEN S ROSENTHAL DIRECTOR 5.00 X 0 0 0 TONYA J SMALLWOOD PRESIDENT & CEO 50.00 X X 351336 0 14802 TRINA ALEXANDER-EADDY DIRECTOR 5.00 X 0 0 0 ROBERT GOODRICH DIRECTOR 5.00 X 0 0 0 THOMAS L JOHNSON CHAIR 10.00 X X 0 0 0 JAMES EISENMANN DIRECTOR 5.00 X 0 0 0 MARIO MARTE DIRECTOR 5.00 X 0 0 0 DOUG DAMRON SECRETARY 5.00 X X 0 0 0 RICHARD COHEN DIRECTOR 5.00 X 0 0 0 JOHN OBERDORFER DIRECTOR 5.00 X 0 0 0 BRIAN HAWKINS ASSISTANT TREASURER 5.00 X X 0 0 0 CHRISTOPHER PUGSLEY DIRECTOR 5.00 X 0 0 0 FELTON MAGEE CFO 50.00 X 180444 0 8109 CHERI SANZI DEPUTY EXECUTIVE DIRECTOR 50.00 X 154571 0 19642 SHIRIA ANDERSON HR DIRECTOR 40.00 X 114577 0 8745 TAREK GOUDA CONTROLLER 50.00 X 118621 0 18582 RASHIDA WINSLOW DIRECTOR OF MENTAL HEALTH MD 40.00 X 111556 0 3769 1031105 0 73649 6 0 1 0 ALIGNED TECHNOLOGY SOLUTIONS 1602 BELLE VIEW BLVD 250 ALEXANDRIA VA 22307 IT CONSULTING 206781 ROSS LANGAN & MCKENDREE LLP 7900 WESTPARK DR STE T-420 MCLEAN VA 22102 AUDIT & ADVISORY SERVICES 123300 2 6227 284783 291010 GOVERNMENT CONTRACTS 900099 6935676 6935676 PROGRAM FEES 900099 925268 925268 7860944 394281 394281 4948716 4151653 797063 797063 797063 68672 68672 68672 9411970 8726679 0 394281 1041579 1041579 832798 299929 430813 102056 5204146 4284055 823979 96112 720379 576936 118477 24966 574087 452025 108720 13342 537861 433510 87069 17282 24512 24512 110684 110684 211477 211477 48685 48685 1244799 1026849 195740 22210 32195 2380 395 29420 430042 254227 141022 34793 430837 157956 254988 17893 1809431 1219723 482157 107551 224884 174887 47637 2360 81371 48070 28781 4520 35811 66635 -49126 18302 364101 208091 127877 28133 314141 222628 60122 31391 181136 308895 -132015 4256 14454956 10778375 2910517 766064 X 203051 178604 482266 530522 1038659 1025323 17495 24044 4512783 2239141 2672314 2273642 22288347 13828146 3796298 5261737 113076 107709 30611506 23229727 4607701 532454 6035483 6453501 2722135 3372629 13365319 10358584 X 16694183 12269139 1340 51340 550664 550664 17246187 12871143 30611506 23229727 -5042986 667942 0 X 0 0 0 X 37713717 6584563 6519726 6955473 7226686 65000165 65100 19925 19925 19925 124875 37778817 6604488 6539651 6975398 7226686 65125040 27455697 37669343 8077471 3130635 145662 516847 394281 12264896 582921 10660 156603 49239 68672 868095 78258031 5020918 0.48130 0.44790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 26084645 1859286 8805362 48685 19089884 29827495 1858498 5443456 157892 26084645 26750028 3282802 -97774 11438 96123 29827495 27480037 1852919 2435466 4927534 90860 26750028 3982064 28167939 861681 5492524 39123 27480037 0.97120 0.02880 1 0 112690 112690 1646495 1322325 324170 2081744 349311 1732433 527169 452463 74706 144685 115042 29643 2273642 4965010 F PERPETUAL TRUSTS 296727 F 5261737 DEFERRED RENT 3359456 LOAN GUARANTEE LIABILITY 13173 3372629 PART V, LINE 4: THE ORGANIZATION'S OVERALL INVESTMENT OBJECTIVE IS BALANCED RETURN. THIS OBJECTIVE FOCUSES ON CAPITAL APPRECIATION WITH A SECONDARY FOCUS ON CURRENT INCOME THROUGH A HIGHER ALLOCATION TO EQUITIES THAN FIXED INCOME, AND WHERE APPROPRIATE, OTHER ASSET CLASSES. THE ORGANIZATION HAS INTERPRETED THE WASHINGTON, DC LAWS AS ALLOWING THE ORGANIZATION TO APPROPRIATE FOR EXPENDITURE OR ACCUMULATE AS MUCH OF AN ENDOWMENT FUND AS THE ORGANIZATION DETERMINES IS PRUDENT FOR THE USES, BENEFITS, PURPOSES, AND DURATION FOR WHICH THE ENDOWMENT FUND IS ESTABLISHED, SUBJECT TO THE INTENT OF THE DONORS AS EXPRESSED TO THE ORGANIZATION. THE ORGANIZATION CURRENTLY HAS NO FORMAL SPENDING POLICY, HOWEVER, INCOME ON THE PERMANENTLY RESTRICTED ENDOWMENT IS DEEMED AS IMMEDIATELY AVAILABLE FOR OPERATIONS. CUBA 0 0 PROGRAM SERVICE CHILD WELFARE SERVICES 10672 0 0 0 0 0 0 10672 0 10672 0 0 0 0 0 0 X X X X X 1 MAYSON-DIXON STRATEGIC CONSULTANTS 2406 ST PAUL STREET 3RD FLOOR BALTIMORE MD 21218 FUND DEVELOPMENT 0 0 107940 -107940 DION MARKETING 421 N THIRD ST JACKSONVILLE BEACH FL 32250 FUND DEVELOPMENT 0 0 37566 -37566 INGRID BECKLES 7019 31ST STREET NW WASHINGTON DC 20015 FUND DEVELOPMENT 0 0 36000 -36000 PEGUES 10221 RIVER ROAD 61082 POTOMAC MD 20859 BUSINESS DEVELOPMENT 0 0 21000 -21000 SECONDLINE 2803 GULF TO BAY BLVD SUITE 421 CLEARWATER FL 33759 FUND DEVELOPMENT 0 0 8500 -8500 211006 -211006 DC 1 SPECIFIC ASSISTANCE TO INDIVIDUALS IN NEED 3351 1041579 FMV PURCHASES OF FOOD, MEDICAL ASSISTANCE, CLOTHING, SPECIAL EDUCATION AND TUTORING, HOUSEHOLD SUPPLIES AND OTHER BOARD AND CARE EXPENSES. GUARANTEES OF AUTOMOBILE LOANS. PART I, LINE 2: THE ORGANIZATION PROVIDES ASSISTANCE TO THOSE PARTICIPANTS IN THEIR PROGRAMS AND THOSE IN-NEED. TYPICALLY, THE ASSISTANCE IS PROVIDED DIRECTLY TO THE PARTICIPANTS AFTER A NEEDS ASSESSMENT IS PERFORMED. IN SOME CASES, PARTICIPANTS MUST MEET ELIGIBILITY REQUIREMENTS DETERMINED BY THE ORGANIZATION OR LOCAL GOVERNMENTS AND/OR MUST ATTEND TRAINING PROGRAMS. X 1 1 X X X 0 0 0 0 0 0 0 0 0 TONYA J SMALLWOOD PRESIDENT & CEO 241189 0 110147 0 0 0 5349 0 9453 0 366138 0 0 0 FELTON MAGEE CFO 161085 0 19359 0 0 0 0 0 8109 0 188553 0 0 0 CHERI SANZI DEPUTY EXECUTIVE DIRECTOR 134732 0 19359 0 480 0 3118 0 16524 0 174213 0 0 0 PART I, LINE 1A IN FISCAL YEAR 2017, THE ORGANIZATION PAID $3,430 FOR BUSINESS MEMBERSHIP CLUB DUES ON BEHALF OF THE PRESIDENT & CEO FOR THE PURPOSES OF NETWORKING AND MAINTAINING BUSINESS RELATIONSHIPS. FORM 990, PART III, LINE 3 THE FUNDING FOR THE SENIOR VOLUNTEER PROGRAM WAS NOT SUSTAINABLE AND WAS PROPOSED TO BE CUT BY THE WASHINGTON, DC GOVERNMENT. ALTERNATIVE FUNDING SOURCES FOR THE PROGRAM COULD NOT BE OBTAINED. THEREFORE, THE PROGRAM CEASED AS OF SEPTEMBER 30, 2016. FORM 990, PART VI, SECTION B, LINE 11B ONCE FORM 990 IS COMPLETED, IT WILL BE DISTRIBUTED TO EXECUTIVE MANAGEMENT FOR REVIEW. THE FORM 990 IS PROVIDED TO THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE PRESIDENT & CEO HAS RESPONSIBILITY FOR IMPLEMENTING AND OVERSEEING THE COMPLIANCE PLAN. THE PLAN REQUIRES THAT ALL CURRENT EMPLOYEES AND DIRECTORS ACKNOWLEDGE AN UNDERSTANDING OF THE POLICY ON A REGULAR BASIS. THE BOARD CHAIR OR DESIGNEE WILL SERVE AS THE BACKUP COMPLIANCE OFFICER IN THE EVENT AN ALLEGATION OF WRONG DOING IS MADE AGAINST THE PRESIDENT & CEO. FORM 990, PART VI, SECTION B, LINE 15A PRESIDENT & CEO: THE ORGANIZATION HAS A GOVERNANCE COMMITTEE THAT OVERSEES THE COMPENSATION PROCESS FOR THE PRESIDENT & CEO. AS PART OF THAT PROCESS, THE COMMITTEE REVIEWS SALARY MODELS, SURVEYS, AND AVAILABLE COMPENSATION AND USES THAT INFORMATION TO CONCLUDE ON THE COMPENSATION DECISIONS. A WRITTEN EMPLOYMENT CONTRACT WAS DEVELOPED FOR THE PRESIDENT & CEO. THIS WAS APPROVED BY THE GOVERNANCE COMMITTEE AND THE BOARD PRESIDENT AND THEN SENT TO THE FULL BOARD OF DIRECTORS FOR APPROVAL. THE DEPUTY EXECUTIVE DIRECTOR AND CFO WORKED WITH THE DEPARTMENT DIRECTORS/CHIEF'S AND REVIEWED RECOMMENDATIONS FOR COMPENSATION INCREASE. ONCE THE INCREASES WERE AGREED UPON AND TOTALED, THE FINAL PRODUCT WAS PRESENTED TO THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. ADDITIONALLY, FORM 990 IS AVAILABLE ON THE WEBSITE WWW.GUIDESTAR.ORG. REGENT HEALTHCARE INC 1344 ASHTON RD STE 201 HANOVER MD 21076 813436002 PRIVATE DUTY HOME HEALTHCARE TO INDIVIDUALS. MD FAMILY MATTERS OF GREATER WASHINGTON INC C 469765 5336149 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 REGENT HEALTHCARE INC Q 14963 ACTUAL AMOUNTS SPENT