2017-07-13T11:47:30-05:00 2016-12-31 341873282 CBIZ MHM LLC 222 SOUTH 9TH STREET SUITE 1000 MINNEAPOLIS MN 55402 990 2016-01-01 416045574 FAMILYMEANS FAMI 6514394840 1875 NORTHWESTERN AVENUE SOUTH STILLWATER MN 55082 Arba-Della Beck President 6514394840 2017-07-10 1 BRUCE THIEL P00526510 6123397811 96.82.199.45 2017-07-10 13:52:28 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1573BA9DFC22BFC88AB8D1A03B17F18377E10494 2016 2021-01-29 14:40:06Z ARBA-DELLA BECK 1875 NORTHWESTERN AVENUE SOUTH STILLWATER MN 55082 4827668 0 X WWW.FAMILYMEANS.ORG X 1963 MN FAMILYMEANS' MISSION IS TO STRENGTHEN COMMUNITIES BY STRENGTHENING FAMILIES. 16 15 72 234 0 0 2303716 2073416 2260878 2098745 108879 169333 17790 17701 4691263 4359195 9125 8835 0 0 2919814 3023016 0 0 198216 1448601 1424877 4377540 4456728 313723 -97533 11520825 11677283 264838 284280 11255987 11393003 X FAMILYMEANS' MISSION IS TO STRENGTHEN COMMUNITIES BY STRENGTHENING FAMILIES. 0 0 1925159 1502 1644476 Mental Health and Family Counseling - SEE SCHEDULE O 924802 2385 401167 Consumer Credit Counseling (CCCS) - SEE SCHEDULE O 479570 1944 32607 CAREGIVER SUPPORT AND AGING SERVICES - SEE SCHEDULE O 462462 3004 475 YOUTH DEVELOPMENT INITIATIVESFamilyMeans provides high-quality, free after-school and summer enrichment programs five days each week for youth ages 5 through 18 in the mobile home city of Landfall, Minnesota, and the privately owned Cimarron mobile home community in Lake Elmo, Minnesota. Both communities are home to low-income, diverse, and at-risk populations of youth who are socially and physically isolated from surrounding communities. Each site offers a children's program, teen program and summer bike program. The goal of the Youth Development Initiatives is equipping youth to learn, thrive, connect and contribute throughout their lives. Participating youth can explore art, science, music, cooking, and technology skill-building in a free-choice, drop-in environment. Activities also include field trips, community service, sports, fitness and recreation, leadership development, and organizing community-wide events. Help with school work is available daily; teens explore post-secondary life options. During the summer bike program, Landfall and Cimarron youth learn bike repair skills and participate in weekly bike rides. In 2016, 353 children and youth attended our programs 10,739 times. In year-end surveys, youth state our programming connects them with caring and responsive staff, offers them new learning opportunities, helps them develop relational skills, and enables them to influence program direction. 39929 0 20020 EMPLOYEE ASSISTANCE PROGRAMTwenty percent (20%) of American workers, at any time, are experiencing personal challenges that impact their functioning at work. The FamilyMeans Employee Assistance Program is a benefit offered by employers to employees and their family members to provide access to mental health counseling, financial counseling, and caregiver support services. These employers recognize that productivity and morale increase when employees are able to address these personal stressors. Supervisory consultation, employee trainings, and critical incident services are also available. In 2016, 229 individuals accessed mental health or financial counseling services and 85 employees attended workplace trainings through their EAP. 502391 3004 20495 3831922 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 22 0 1 72 1 0 0 0 0 0 1 1 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN WI X X KAREN REIER 6514394840 1875 NORTHWESTERN AVE S Stillwater MN 55082 Jenna Weiss BOARD MEMBER 1.00 X X 0 0 0 Pam Nuffort BOARD MEMBER 1.00 X X 0 0 0 Johan Nielsen CHAIR 1.00 X X 0 0 0 Elizabeth McGinley VICE chair 1.00 X X 0 0 0 Kristin Kroll SECRETARY 1.00 X X 0 0 0 Cary Stewart TREASURER 1.00 X X 0 0 0 Rebecca Cummins PAST CHAIR 1.00 X X 0 0 0 Bill Etter MEMBER AT LARGE 1.00 X X 0 0 0 Kelly Davis MEMBER AT LARGE 1.00 X X 0 0 0 Arba-Della Beck PRESIDENT 40.00 X X 139047 0 17679 Charles Bransford MD Board Member 1.00 X 0 0 0 Lynn Ogburn Board Member 1.00 X 0 0 0 Kenneth Oh Board Member 1.00 X 0 0 0 Jess Peterson Board Member 1.00 X 0 0 0 Donald Schuld Board Member 1.00 X 0 0 0 Mark Stannard MD Board Member 1.00 X 0 0 0 Susannah Torseth Board Member 1.00 X 0 0 0 Linda Skoglund BOARD MEMBER 1.00 X 0 0 0 Karen Reier DIRECTOR OF FINANCE 40.00 X 71378 0 7166 210425 0 24845 1 0 1 0 0 367674 26570 436642 1242530 28077 2073416 Clinical Counseling 624100 1644476 1644476 CCCS FEES 624100 401167 401167 careGIVER SUPPORT 624100 32607 32607 Employee Assistance 624100 20020 20020 OTHER PROGRAM 900099 475 475 2098745 97720 97720 522320 450707 71613 71613 71613 34985 26570 17766 17219 17219 OTHER REVENUE 900099 482 482 482 4359195 2098745 0 187034 X 8835 8835 235270 78363 149071 7836 2266953 2025510 118985 122458 348963 315765 14603 18595 171830 142711 19328 9791 22300 19847 1561 892 27681 27681 525846 488247 35059 2540 21310 19339 1075 896 155385 125324 16929 13132 3465 3084 243 138 179803 160485 12500 6818 40692 34387 5761 544 24348 19219 730 4399 222953 202195 13344 7414 44979 39485 3531 1963 PROGRAM EXPENSE 92825 92501 324 MEMBERSHIP/ACCREDITATIO 26159 22926 3176 57 BAD DEBT 20394 20394 MISCELLANEOUS 16737 13305 3013 419 4456728 3831922 426590 198216 374969 355219 1681032 1602918 42227 83191 321675 323917 20008 20321 7067648 1946781 5290462 5120867 1672057 1930118 2118395 2240732 11520825 11677283 264838 284280 264838 284280 X 8979840 8998266 1104033 1222623 1172114 1172114 11255987 11393003 11520825 11677283 -97533 234549 0 X X 0 1 X 1 0 X 2290715 2580121 2621809 2303716 2703416 12499777 1958483 2161504 2317235 2260878 2098745 10796845 4249198 4741625 4939044 4564594 4802161 23296622 480190 931057 561862 340510 299130 2612749 0 480190 931057 561862 340510 299130 2612749 20683873 73425 73045 88273 108879 97720 441342 73425 73045 88273 108879 97720 441342 45040 23399 26886 17275 17701 130301 4367663 4838069 5054203 4690748 4917582 23868265 0.86660 0.85590 0.01850 0.01750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1733 5872734 5869402 5065 0 2118395 157805 15764 19704 2240732 2176435 -23567 15154 19319 2118395 2038804 5000 165628 14957 18040 2176435 1752748 317908 14969 16883 2038804 1585411 198522 15690 15495 1752748 0.52310 0.47690 1 0 791704 791704 5086152 1142031 3944121 86975 23193 63782 1102817 781557 321260 5120867 ST CROIX VALLEY FOUNDATION 1862626 F ST PAUL FOUNDATION 378106 F 2240732 X 4717524 234549 151461 386010 4331514 27681 27681 4359195 4580508 151461 151461 4429047 27681 27681 4456728 Part IV, Line 1b: THE ORGANIZATION ACTS IN A FIDUCIARTY CAPACITY AS CUSTODIANS OF CLIENT FUNDS ENTRUSTED TO THEM. THESE FUNDS ARE KEPT SEPaRATELY AND ARE SEGREGATED FROM OPERATING ACCOUNT FUNDS. CLIENT FUNDS ARE DEPOSITED IN A SEPaRATE CLIENT DEPOSIT ACCOUNT IN A FEDERALLY INSURED FINANCIAL INSTITUTION. Part V, Line 4: FAMILYMEANS HAS TWO PROGRAM ENDOWMENTS. THROUGH ANNUAL GRANTS, IF NEEDED, THE PROGRAM ENDOWMENT HELPS TO SUPPORT AGENCY PROGRAMS. THE PURPOSE OF THE FACILITY FUND IS TO PAY FOR MAJOR REPAIRS AND MAINTENANCE TO THE BUILIDNG AND GROUNDS OF FAMILYMEANS. Part X, Line 2: The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, the Organization may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Organization and various positions related to the potential sources of unrelated business taxable income (UBIT). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities for the years ended December 31, 2016 and 2015. POWER OF PURSE 40918 10260 30658 7533 4077 CHILKOOT BIKE SHOP 9980 7410 2570 3 10657 8900 1757 6156 61555 26570 34985 7533 10233 17766 17219 1 ST CROIX VALLEY FOUNDATION 516 SECOND ST HUDSON WI 54016 411817315 501(C)(3) 8835 ENDOWMENT 1 0 SCHEDULE I, PART I, LINE 2 GRANTS ARE TRANSFER OF FUNDS TO COMMUNITY FOUNDATIONS WITH VARIANCE POWER AND THE INTENT OF THE COMMUNITY FOUNDATION IS TO DISTRIBUTE INVESTMENTS REVENUE TO FAMILYMEANS. Funds are monitored through the receipt of statements from the community foundation showing fund activity and through various discussions FamilyMeans has with the Community Foundation during the year X X X X 0 0 0 0 0 0 0 0 0 Arba-Della Beck PRESIDENT 139047 0 0 0 0 0 7189 0 10490 0 156726 0 0 0 X 9 28077 FMV 0 0 1 1 Part I, Column (b): Column b reports the number of contributions Part I, Line 32b: A stock brokerage firm handles all stock donations and sales of stock. PART III, LINE 4A Mental Health and Family Counseling FamilyMeans is a MN and WI licensed mental health community center with offices in Hudson, Stillwater, St. Paul and 31 schools located in 3 Minnesota and two Wisconsin districts. Services include outpatient assessment and counseling services to address a wide variety of mental health issues to all who request services, regardless of ability to pay. The Center for Grief, Loss & Transition in St. Paul offers specialized outpatient services for clients who have experienced complicated or ambiguous loss, life transitions and significant trauma. The goal of the Mental Health and Counseling program is to help clients understand their problems and see ways to begin solving these problems. Individual assessments are completed and therapy is offered to children, adolescents, and adults to mitigate issues such as emotional disturbances of depression or anxiety, school/employment problems, and relationship concerns. Family therapy assists groups of people functioning as a family unit with issues such as communication, conflict, and parenting. Group therapy is topic-specific and variable; groups may be in long-term or time-limited formats. School-located counseling programs allow students to access mental health therapy without transportation, financial or scheduling concerns; Children in Transition groups in elementary schools are offered to students whose parents are divorcing, and a mental health screening is offered to 9th graders in New Richmond. We provide family centered Collaborative Divorce services which offers a team of professionals to guide and support couples who are making this difficult transition but want to stay out of court. Our scheduling goal is to arrange appointments within 3 weeks of an initial call for help. In 2016, we provided counseling services to 929 people in our Stillwater and Hudson offices, 392 in St. Paul, school-based counseling served over 1,616 students, and Collaborative Divorce served 8 families. PART III, LINE 4B CCCS Financial Solutions (formerly Consumer Credit Counseling Service-CCCS) of FamilyMeans offers budget and credit counseling, debt management, credit report review counseling, student loan counseling, and financial education to help individuals and families develop the skills needed to establish and maintain financial stability. The 90-minute budget and credit counseling session with a certified credit counselor is offered without fee and provides clients an opportunity to assess their financial situation, explore options, build a practical budgeting plan, and establish long-term goals. For some, enrollment in our debt management program allows them to repay unsecured debt in a fixed period of time while learning to budget and gain financial stability. Credit Report Review counseling is a free service to help clients understand their credit report information and correct errors if necessary. In 2016, we began offering student loan counseling, certified student loan counselors have deep knowledge of the various student loan programs and the repayment options available under each. Our financial education programs are offered to interested students and adults in a variety of settings; the goal is to teach the money management skills to eliminate or reduce problems. In 2016, we provided budget and credit counseling to 1,035 families, helped 1,273 families repay nearly $6 million in unsecured debt. In addition, we conducted 42 Credit Report Review sessions, 42 student loan counseling sessions and presented 373 financial education programs to 5,978 individuals of all ages PART III, LINE 4C Caregiver Support and Aging Services Providing care to a frail older adult or a younger person with special needs can become a strain for the caregiver emotionally, physically, and financially. Since 1986, FamilyMeans has offered a variety of services to help these unpaid family and friend caregivers effectively manage and sustain this important role while staying well themselves. We provide education, counseling, information and referral, support groups, and group and in-home respite. Caregivers receive guidance, resource connections, professional and peer support, and regular respite breaks that give them time to themselves. As a result, caregivers' stress and isolation decrease, and their confidence and capability increase. Recognizing the aging of our community and the increasing prevalence of dementia, we have enhanced our programming focused on older adults and families experiencing memory loss. We provide education and guidance to individuals who are exploring the possibilities of their older years, offer memory screenings, specialized dementia-related support groups, and meaningful opportunities for families to be together despite physical and cognitive challenges. And to work toward long-term change, we engage community partners to plan and act together to develop into a more age-friendly community. In 2016, we provided 12,462 hours of caregiver support and aging services for 1,957 participants. Form 990, Part VI, Section B, line 11b The audit committee reviews the 990 and approves it. The minutes of the audit committee meeting and the 990 are included in an email to the board for the board meeting. The 990 is available to all board members who are interested in reviewing it. Form 990, Part VI, Section B, line 12c Annually the full board and all of the officers of the agency fill out and sign a new conflict of interest disclosure form. At the board and management meetings, where the forms are signed, everyone in the room is asked at that time, to verbally disclose any possible conflict of interest. If at that time, any board or management member felt that a conflict existed, the full board would review, and if necessary implement any possible restrictions on the person with the conflict. The President of FamilyMeans leaves the board room when the board is discussing her annual performance review and any possible salary adjustments. Other than this, there have been no issues brought before the board that might create a conflict of interest. All employees of FamilyMeans sign a conflict of interest disclosure at the time of their initial employment. The HR manager and President review the disclosures to determine if any conflict does indeed exist. Form 990, Part VI, Section B, line 15a Compensation for the President of FamilyMeans is established by the board of directors, based on comparable data available from various nonprofit salary surveys. On an annual basis the board chair reviews the President's performance. A summary of this review is brought to the full board. In a closed meeting the board reviews both performance and pay. Salary adjustments, if any, are made at this time. The board chair keeps minutes of the review process. This process was most recently undertaken in MARCH 2016. Form 990, Part VI, Section C, line 19 Financial Statements, articles of incorporation, bylaws and the conflict of interest policy are available upon request. Form 990, Part IX, line 11g Contracted Therapists/center for grief: Program service expenses 354,670. Management and general expenses 0. Fundraising expenses 0. Total expenses 354,670. clinical billing contract: Program service expenses 19,185. Management and general expenses 0. Fundraising expenses 0. Total expenses 19,185. contracted PsyD.: Program service expenses 10,230. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,230. CCCS Contracts: Program service expenses 32,950. Management and general expenses 0. Fundraising expenses 0. Total expenses 32,950. Other Contracts: Program service expenses 21,241. Management and general expenses 35,059. Fundraising expenses 2,540. Total expenses 58,840. CAREGIVER SUPPORT AND AGING SERVICES: Program service expenses 24,825. Management and general expenses 0. Fundraising expenses 0. Total expenses 24,825. YOUTH DEVELOPEMENT CONTRACTS: Program service expenses 25,146. Management and general expenses 0. Fundraising expenses 0. Total expenses 25,146. Form 990, Part XII, Line 2c: The Organization's oversight process for the audit and process for selection of an independent accountant has not changed.