2017-01-30T13:12:13-06:00 2016-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2015-07-01 237212022 Child & Family Agency of SE CT Inc CHIL 8604432896 255 HEMPSTEAD STREET NEW LONDON CT 06320 RICHARD CALVERT CHIEF EXECUTIVE OFFICER 8604432896 2017-01-20 1 PAUL BALLASY P00852868 9592007000 2015 2021-01-29 14:40:06Z RICHARD CALVERT 255 HEMPSTEAD STREET NEW LONDON CT 06320 13996186 0 X WWW.CHILDANDFAMILYAGENCY.ORG X 1809 CT TO PROMOTE THE WELL-BEING AND DEVELOPMENT OF ALL CHILDREN AND THEIR FAMILIES, IN PARTICULAR TO GIVE PRIORITY TO THE UNMET NEEDS OF CHILDREN LACKING PHYSICAL, EMOTIONAL, AND INTELLECTUAL CARE AND NURTURING. 25 25 232 20 46906 -654 9289616 9566478 3578927 3575118 88190 127286 251352 210899 13208085 13479781 0 0 0 0 9553901 9954334 0 0 253829 2787057 2871652 12340958 12825986 867127 653795 10331419 10813306 1315170 1233081 9016249 9580225 X TO PROMOTE THE WELL-BEING AND DEVELOPMENT OF ALL CHILDREN AND THEIR FAMILIES, IN PARTICULAR TO GIVE PRIORITY TO THE UNMET NEEDS OF CHILDREN LACKING PHYSICAL, EMOTIONAL, AND INTELLECTUAL CARE AND NURTURING. 0 0 5369781 3356368 COUNSELING: PARENT/CHILD - 3,436 CHILDREN & FAMILIES. HOME BASED COUNSELING SERVICES - 2,272 CHILDREN & FAMILIES. 26 CHILDREN FROM OUR SCHOOL BASED HEALTH CLINICS RECEIVE EVALUATION AND MEDICATION MANAGEMENT THROUGH OUR PSYCHIATRIC SERVICES. 3099994 218750 SCHOOL BASED & SCHOOL LINKED HEALTH CENTERS - 18,197 VISITS TO CENTERS AND 7,596 STUDENTS ENROLLED, AND 9 ADOLESCENT WOMEN AND THEIR FAMILIES RECEIVED SERVICES THROUGH THE YOUNG PARENTS PROGRAM. 1974176 CHILDHOOD SERVICES: COMPREHENSIVE DEVELOPMENT SERVICES - MEDICAL, MENTAL HEALTH, CHILD CARE, AND SOCIAL SERVICES ARE AVAILABLE TO CHILDREN BIRTH TO SIX YEARS. FAMILY RESOURCE CENTERS AND CHILD CARE SERVICES. SUMMER PROGRAMMING TO SCHOOL AGE CHILDREN AND AFTER SCHOOL PROGRAMMING PROVIDED TO 53 CHILDREN. 650 CHILDREN AND THEIR FAMILIES ENJOYED 2 MUSICAL THEATER PRODUCTIONS. DEVELOPMENTAL INFANT/TODDLER NURSERY PROVIDED SOCIALLY AND EDUCATIONALLY ENRICHED INDIVIDUALIZED ATTENTION TO INFANTS AND TODDLERS AND THEIR FAMILIES. CHILD CARE PROVIDED TO 159 CHILDREN AND 571 FAMILIES RECEIVED SUPPORT FROM OUR CHILDREN'S SERVICES. 314 families served through our New London and Groton family resource centers. 490508 139627 PREVENTION/EDUCATION SERVICES: 1) Substance Abuse Prevention programming provided education to the Lyme/Old Lyme community at large. 2) Serve Here CT is a newer program designed to reduce academic debt and provide meaningful employment in the nonprofit, state, and municipal arena for Connecticut's young adults. 8 young adults and local community employers participated. 3) CT Strong programming is state funded to work with and improve the lives of young adults in NL county meeting specific criteria. 200 youth/young adults participated. 490508 139627 10934459 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 91 0 1 232 1 1 1 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CT X X LISA BAXTER 8604432896 255 HEMPSTEAD STREET NEW LONDON CT 06320 Alva Greenberg campaign chair/nominating 1.50 X 0 0 0 Arthur Nagel Strategic Planning Chair 1.20 X 0 0 0 Atty Joseph Cipparone Board Member 1.00 X 0 0 0 beth brucker outgoing board member 1.00 X 0 0 0 Brenda Floyd Public Relations Chair 3.60 X 0 0 0 Carole Mackin Groton Auxiliary Co-Chair 1.00 X 0 0 0 DEETSIE BRADFORD DEV CO-CHAIR 2.00 X 0 0 0 Derek Pirrucello secretary 1.50 X X 0 0 0 diane brown lyme Old Lyme Auxiliary Chair 1.00 X 0 0 0 donetta hodge Board Member 2.60 X 0 0 0 Dr Margaret O'Shea Board Member 4.60 X 0 0 0 DR SALLY CRAWFORD outgoing board chair/board member 1.00 X X 0 0 0 dr shamal beltangady outgoing board member 1.00 X 0 0 0 Gay Clarkson New London Auxiliary Co-Chair 2.00 X 0 0 0 guy dimaggio outgoing board member 1.50 X 0 0 0 Harry Ferguson board chair/ invest. comm 3.00 X X 0 0 0 Harwood Comstock Treasurer 1.10 X X 0 0 0 Jane McLane East Lyme Auxiliary Co-Cha 1.00 X 0 0 0 jane shea Board Member 1.00 X 0 0 0 jean gills outgoing board member 1.00 X 0 0 0 Jennifer Daly McFadden MNS Auxiliary Co-Chair 1.00 X 0 0 0 julia stone outgoing board member 3.00 X 0 0 0 Mary Dangremond Development co-Chair 4.00 X 0 0 0 pat spratt Board Member 2.75 X 0 0 0 Pat Thompson Essex Auxiliary Chair 3.40 X 0 0 0 Sally Myers east Lyme Auxiliary Co-Chair 9.60 X 0 0 0 Sharon Tracy outgoing board member 1.00 X 0 0 0 Stella Haberlandt MNS Auxiliary Co-Chair 3.30 X 0 0 0 Teresa Burbank Groton Auxiliary Co-Chair 4.10 X 0 0 0 Thomas Mitchell Second Vice Chair 1.70 X X 0 0 0 Valerie Lewis 1st vice chair/legislative 1.00 X X 0 0 0 LISA BAXTER CHIEF FINANCIAL & ADMIN OFficer 40.00 X 88333 0 6678 lisa otto chiEF operating OFFICER 40.00 X 72747 0 30998 RICHARD CALVERT CHIEF executive OFFICER 40.00 X 115669 0 6940 ALLANA LEE PSYCHIATRIST 40.00 X 222372 0 24016 RENU KOTHARI MEDICAL DIRECTOR 24.00 X 102543 0 6153 601664 0 74785 3 0 1 0 acsa po box 416799 boston MA 02241 health insurance payment processing serv 582913 madonna place 240 main street norwich CT 06360 clinical services 161931 BLACKBURN BUILDING SERVICES LLC 977 hartford turnpike WATERFORD CT 06385 janitorial services 108473 3 431521 27695 166025 7899968 1041269 9566478 COUNSELING 624100 3356368 3356368 WORKSHOPS & CONTRACTS 624100 218750 218750 3575118 106321 106321 396 396 23970 0 23970 23970 23970 371075 336690 13420 34385 -13420 20965 20965 108704 166025 108704 0 104497 57591 46906 46906 medicaid incentive revenue 900099 102000 102000 miscellaneous 900099 37627 37627 139627 13479781 3714745 46906 151652 305663 269945 31016 4702 7766117 6885150 762077 118890 286231 236481 44988 4762 956214 755280 183150 17784 640109 563586 67747 8776 49915 12250 37665 37150 37150 48600 48600 9271 9271 632555 547812 41963 42780 78414 42000 29819 6595 161161 135175 20593 5393 496838 379370 100224 17244 145669 135173 9131 1365 128168 122035 5794 339 310188 260742 39394 10052 105001 13248 90292 1461 supplies/materials 377983 340894 30281 6808 direct service costs 140324 130213 7095 3016 bad debt 73181 71218 613 1350 other 55258 20758 32075 2425 21976 13129 8760 87 12825986 10934459 1637698 253829 118190 48644 1759738 1884275 1066784 720041 380465 520493 108539 136240 9398763 4536733 5017052 4862030 1880651 2641583 10331419 10813306 938729 1037119 38362 35923 338079 160039 1315170 1233081 X 6975848 7568656 1622642 1607926 417759 403643 9016249 9580225 10331419 10813306 653795 -89819 0 X X 0 1 X 1 0 X 7238194 7391169 7882745 9289616 9566478 41368202 7238194 7391169 7882745 9289616 9566478 41368202 41368202 80532 87959 99008 124947 130687 523133 28551 42082 58874 44581 46906 220994 313836 549638 433432 179672 248331 1724909 43837238 17736477 0.94370 0.94580 X Schedule A, Part II, Line 10, Explanation of Other Income: fundraising - 2011 Amount: $ 245,777. 2012 Amount: $ 246,028. 2013 Amount: $ 274,022. 2015 Amount: $ 108,704. other - 2011 Amount: $ 68,059. 2012 Amount: $ 303,610. 2013 Amount: $ 159,410. 2014 Amount: $ 179,672. 2015 Amount: $ 139,627. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48600 48600 12886090 12934690 796735 199184 0 0 735768 750048 764048 796735 3046599 4569899 20400 45750 47550 48600 162300 183942 187512 191012 199184 761650 1142475 2121565 523893 -13961 2631497 1943296 171830 6439 2121565 1791027 4235 154951 6967 1943246 1666014 9343 121936 6266 1791027 1636200 49415 -12064 1852 5685 1666014 0.80500 0.15300 0.04200 0 0 490641 490641 8161741 3943994 4217747 711448 557806 153642 34933 34933 0 4862030 grants payable 160039 160039 X 13487225 -89819 -89819 13577044 9271 -106534 -97263 13479781 12923249 179715 179715 12743534 9271 73181 82452 12825986 Part V, Line 4: INCOME FROM ENDOWMENT FUNDS CAN BE USED FOR THE FOLLOWING PURPOSES: GENERAL ACTIVITIES, PROFESSIONAL DEVELOPMENT OF EMPLOYEES AND VOLUNTEERS, AND SUPPORT THE AGENCY'S PROGRAMS AND ITS MISSION. Part X, Line 2: The Agency has no unrecognized tax benefits at June 30, 2016. The Agency's Federal information returns prior to fiscal year 2013 are closed and management continually evaluates expiring statutes of limitations, audit, proposed settlements, changes in tax law and new authoritative rulings. If the Agency had unrelated business income taxes, it would recognize interest and penalties associated with any tax matters as part of the income tax provision and include accrued interest and penalties with the related tax liability in the statement of financial position. Part XI, Line 4b - Other Adjustments: cost of goods sold -57,591. provision for uncollectible accounts 73,181. loss on disposal -13,420. fundraising expenses -108,704. Part XII, Line 2d - Other Adjustments: cost of goods sold 57,591. loss on disposal 13,420. fundraising expenses 108,704. Part XII, Line 4b - Other Adjustments: provision for uncollectible accounts 73,181. auxiliary events 274729 166025 108704 108704 274729 166025 108704 108704 108704 0 X X X 0 0 0 0 0 0 0 1 0 ALLANA LEE PSYCHIATRIST 221216 0 1156 0 0 0 0 0 24016 0 246388 0 0 0 Part I, Line 7 OFFICERS AND SELECTIVE EMPLOYEES WERE AWARDED INCENTIVE PAYMENTS DURING THE CALENDAR YEAR WHICH IS PART OF THE OVERALL METRICS/INCENTIVE PLAN. Form 990, Part VI, Section A, line 6 THE AGENCY HAS VARIOUS AUXILIARIES. EACH AUXILIARY HAS MEMBERS AND WHO ARE REPRESENTED BY THEIR AUXILIARY CHAIR ON CHILD AND FAMILY'S BOARD. Form 990, Part VI, Section A, line 7a THE AGENCY HAS VARIOUS AUXILIARIES. EACH AUXILIARY HAS MEMBERS WHO ARE REPRESENTED BY THEIR AUXILIARY CHAIR ON CHILD AND FAMILY'S BOARD. Form 990, Part VI, Section B, line 11 ONCE A DRAFT OF THE 990 IS COMPLETE, THE BOARD WILL BE GIVEN A COPY TO REVIEW AND GIVE INPUT. INPUT WILL BE REVIEWED AND ANY CHANGES WOULD BE AGREED UPON BY THE BOARD. Form 990, Part VI, Section B, line 12c THE AGENCY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY CAREFULLY SCREENING PROSPECTIVE NEW BOARD MEMBERS, EMPLOYEES, AND SUBCONTRACTORS. THE SCREENING IS DONE BY HIGHER LEVEL MANAGEMENT AND APPROVED BY THE BOARD CHAIR FOR BOARD MEMBERS AND THE CEO FOR EMPLOYEES AND SUBCONTRACTORS. BOARD MEMBERS ARE GIVEN AN ORIENTATION AND AS PART OF THAT THE BYLAWS ARE REVIEWED WHICH INCLUDES THE CONFLICT OF INTEREST POLICIES. NEW EMPLOYEES ARE ALSO GIVEN AN ORIENTATION AND ARE REQUIRED TO READ AND SIGN THAT THEY HAVE READ THE PERSONNEL AND ORGANIZATIONAL POLICIES AND AGREE TO ABIDE BY THEM. STAFF ARE REQUIRED TO READ THESE POLICIES ANNUALLY. Form 990, Part VI, Section B, line 15a THE SALARY OF THE CEO IS DETERMINED BY A PERFORMANCE REVIEW UNDERTAKEN BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THIS SALARY SHALL BE BASED ON INFORMATION PROVIDED BY THE HUMAN RESOURCES STAFF OF THE AGENCY WHICH INCLUDES THE SALARY OF CEOS EMPLOYED IN SIMILAR AGENCIES WITH SIMILAR ANNUAL BUDGETS AND STAFF NUMBERS. Form 990, Part VI, Section C, line 19 DOCUMENTATION AVAILABLE UPON REQUEST. ORGANIZATION WILL BE MAKING AVAILABLE ON THEIR WEBSITE. FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES TO THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.