LUND FAMILY CENTER INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LUND FAMILY CENTER INC (EIN 03-0179434)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-12
- IRS object ID
- 201711329349304876
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T14:08:27-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030225774 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GALLAGHER FLYNN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 LYME RD SUITE 205 | AddressLine1Txt |
| City | HANOVER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03755 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030179434 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUND FAMILY CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUND | BusinessNameControlTxt |
| Phone | 8028647467 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 GLEN ROADPO BOX 4009 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 054064009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA RACHELSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8028647467 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILIP A LAPP CPA | PreparerPersonNm |
| PTIN | P00356904 | PTIN |
| Phone | 6036430043 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BARBARA RACHELSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 GLEN ROADPO BOX 4009 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 054064009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,747,984 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LUNDVT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1890 | FormationYr |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Activity Or 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 207 | TotalEmployeeCnt |
| Total Volunteers | 238 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,066,950 | PYContributionsGrantsAmt |
| CY Contributions Grants | $824,041 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,250,851 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,737,872 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,095 | PYInvestmentIncomeAmt |
| CY Investment Income | $24,996 | CYInvestmentIncomeAmt |
| PY Other Revenue | $101,848 | PYOtherRevenueAmt |
| CY Other Revenue | $117,179 | CYOtherRevenueAmt |
| PY Total Revenue | $8,439,744 | PYTotalRevenueAmt |
| CY Total Revenue | $8,704,088 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $137,109 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $100,659 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,078,141 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,032,006 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $374,138 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,826,280 | PYOtherExpensesAmt |
| CY Other Expenses | $1,910,260 | CYOtherExpensesAmt |
| PY Total Expenses | $8,041,530 | PYTotalExpensesAmt |
| CY Total Expenses | $9,042,925 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $398,214 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$338,837 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,459,791 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,763,935 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,105,062 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,056,944 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,354,729 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,706,991 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,134,166 | ExpenseAmt |
| Grant | $100,659 | GrantAmt |
| Revenue | $4,520,244 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,322,310 | ExpenseAmt |
| Revenue | $2,034,290 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,231,620 | ExpenseAmt |
| Revenue | $1,183,338 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,688,096 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 207 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOREI DAWSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8006391741 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 GLEN ROADPO BOX 4009 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 054064009 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SARA BYERS | ||||||
| PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| EMILY LEE | ||||||
| VICE PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARBARA RACHELSON | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $125,962 | $0 | $2,119 | |
| LOREI DAWSON | ||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $76,531 | $0 | $7,867 | |
| STEPHANIE MILLER-TAYLOR | ||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| EILEEN SIMOLLARDES | ||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LISA PIZZAGALLI | ||||||
| IMMEDIATE PAST PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAULETTE THABAULT | ||||||
| MEMBER AT LARGE | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LUCY ABAIR | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW CARTER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER CURTIS | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TJDONOVAN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARIA ARNOLD | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MAURINE GILBERT | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KATIE HALSEY | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HEIDI VIENS | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEANNE B KENNEDY | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA LANDE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY MACKINNON | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ALLEGRA MILLER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BIBI MUKHERJEE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN NOSTRAND | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MANON O' CONNOR | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN PAUL | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $202,493 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $9,986 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $98,565 | FederatedCampaignsAmt |
| All Other Contributions | $725,476 | AllOtherContributionsAmt |
| Total Contributions | $824,041 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENTIAL AND TREATM | 624100 | $4,520,244 | $4,520,244 |
| CHILD AND FAMILY SERVI | 624100 | $2,034,290 | $2,034,290 |
| ADOPTION FEES & SRVCS | 624100 | $1,183,338 | $1,183,338 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,737,872 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,496 | TotalRevenueColumnAmt |
| Exclusion | $18,496 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,352 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,352 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,352 | TotalRevenueColumnAmt |
| Exclusion | $18,352 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $6,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $6,500 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,500 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $132,308 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $43,896 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88,412 | TotalRevenueColumnAmt |
| Exclusion | $88,412 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $10,415 | TotalRevenueColumnAmt |
| Exclusion | $10,415 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,415 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,704,088 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,744,372 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $135,675 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,659 | TotalAmt |
| Program Services | $100,659 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,306 | TotalAmt |
| Management And General | $129,306 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,470,640 | TotalAmt |
| Program Services | $4,741,389 | ProgramServicesAmt |
| Management And General | $515,996 | ManagementAndGeneralAmt |
| Fundraising | $213,255 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,513 | TotalAmt |
| Program Services | $33,387 | ProgramServicesAmt |
| Management And General | $3,001 | ManagementAndGeneralAmt |
| Fundraising | $1,125 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $986,412 | TotalAmt |
| Program Services | $874,772 | ProgramServicesAmt |
| Management And General | $80,887 | ManagementAndGeneralAmt |
| Fundraising | $30,753 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $408,135 | TotalAmt |
| Program Services | $363,240 | ProgramServicesAmt |
| Management And General | $32,651 | ManagementAndGeneralAmt |
| Fundraising | $12,244 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,523 | TotalAmt |
| Program Services | $2,239 | ProgramServicesAmt |
| Management And General | $5,284 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,303 | TotalAmt |
| Management And General | $32,303 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,764 | TotalAmt |
| Program Services | $93,108 | ProgramServicesAmt |
| Management And General | $73,391 | ManagementAndGeneralAmt |
| Fundraising | $50,265 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,094 | TotalAmt |
| Program Services | $209,924 | ProgramServicesAmt |
| Management And General | $8,146 | ManagementAndGeneralAmt |
| Fundraising | $5,024 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,002 | TotalAmt |
| Program Services | $151,636 | ProgramServicesAmt |
| Management And General | $2,190 | ManagementAndGeneralAmt |
| Fundraising | $2,176 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,020 | TotalAmt |
| Program Services | $251,758 | ProgramServicesAmt |
| Management And General | $9,248 | ManagementAndGeneralAmt |
| Fundraising | $8,014 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,406 | TotalAmt |
| Program Services | $267,667 | ProgramServicesAmt |
| Management And General | $36,038 | ManagementAndGeneralAmt |
| Fundraising | $9,701 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,066 | TotalAmt |
| Program Services | $45,318 | ProgramServicesAmt |
| Management And General | $9,542 | ManagementAndGeneralAmt |
| Fundraising | $2,206 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES | $289,604 | $267,772 | $17,540 | $4,292 |
| OTHER PROGRAM EXPENSES | $88,309 | $88,259 | $50 | |
| DUES AND FEES | $62,926 | $50,772 | $8,700 | $3,454 |
| OTHER | $55,271 | $42,727 | $9,194 | $3,350 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,972 | TotalAmt |
| Program Services | $103,469 | ProgramServicesAmt |
| Management And General | $7,224 | ManagementAndGeneralAmt |
| Fundraising | $28,279 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,042,925 | TotalAmt |
| Program Services | $7,688,096 | ProgramServicesAmt |
| Management And General | $980,691 | ManagementAndGeneralAmt |
| Fundraising | $374,138 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,341,665 | BOYAmt |
| EOY | $1,185,798 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,366 | BOYAmt |
| EOY | $157,448 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $587,387 | BOYAmt |
| EOY | $284,664 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $647,582 | BOYAmt |
| EOY | $595,730 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,266 | BOYAmt |
| EOY | $10,914 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,411 | BOYAmt |
| EOY | $67,524 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,610,195 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,101,327 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,722,669 | BOYAmt |
| EOY | $8,508,868 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $841,570 | BOYAmt |
| EOY | $883,274 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,875 | BOYAmt |
| EOY | $69,715 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,459,791 | BOYAmt |
| EOY | $11,763,935 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $448,252 | BOYAmt |
| EOY | $525,448 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,610 | BOYAmt |
| EOY | $19,461 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,463,060 | BOYAmt |
| EOY | $3,335,940 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $456,460 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,710,680 | BOYAmt |
| EOY | $1,685,028 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $491,067 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,105,062 | BOYAmt |
| EOY | $6,056,944 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,880,826 | BOYAmt |
| EOY | $5,143,177 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,986 | BOYAmt |
| EOY | $290,897 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,917 | BOYAmt |
| EOY | $272,917 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,354,729 | BOYAmt |
| EOY | $5,706,991 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,459,791 | BOYAmt |
| EOY | $11,763,935 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$338,837 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$17,289 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$291,612 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,008,414 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,356,016 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,722,951 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,120,459 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,182,884 | CurrentTaxYearAmt |
| Total | $20,390,724 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,491,171 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,153,492 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,936,957 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,274,715 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,485,793 | CurrentTaxYearAmt |
| Total | $20,342,128 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,499,585 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,509,508 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,659,908 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,395,174 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,668,677 | CurrentTaxYearAmt |
| Total | $40,732,852 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $78,507 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,570 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $87,938 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,825 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,456 | CurrentTaxYearAmt |
| Total | $330,296 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $78,507 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,570 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $87,938 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,825 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,456 | CurrentTaxYearAmt |
| Total | $330,296 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $40,402,556 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,712 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,875 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,182 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,285 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,496 | CurrentTaxYearAmt |
| Total | $121,550 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,712 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,875 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,182 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,285 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,496 | CurrentTaxYearAmt |
| Total | $121,550 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,515 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,385 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,550 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,415 | CurrentTaxYearAmt |
| Total | $131,340 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,566,812 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,562,768 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,711,640 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,446,934 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,697,588 | CurrentTaxYearAmt |
| Total | $40,985,742 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98580 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98370 | PublicSupportPY509Pct |
| Investment Income CY | 0.00300 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00390 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $272,917 | BeginningYearBalanceAmt |
| End Year Balance | $272,917 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $272,917 | BeginningYearBalanceAmt |
| End Year Balance | $272,917 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $272,917 | BeginningYearBalanceAmt |
| End Year Balance | $272,917 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $272,917 | ContributionsAmt |
| End Year Balance | $272,917 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $233,177 | OtherCostOrOtherBasisAmt |
| Book Value | $233,177 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,716,520 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,601,441 | DepreciationAmt |
| Book Value | $8,115,079 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $502,592 | OtherCostOrOtherBasisAmt |
| Depreciation | $366,829 | DepreciationAmt |
| Book Value | $135,763 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $157,906 | OtherCostOrOtherBasisAmt |
| Depreciation | $133,057 | DepreciationAmt |
| Book Value | $24,849 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,508,868 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FAIR VALUE OF INTEREST RATE SWAP AGREEMENT | Desc |
| Amt | $491,067 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $491,067 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,686,799 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$17,289 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$17,289 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,704,088 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,704,088 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,042,925 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,042,925 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,042,925 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 THE AGENCY HAS TAKEN IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT BELIEVES THAT ANY POSITIONS THE AGENCY 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, 2012 ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BIKE RIDE | Event1Nm |
| Gross Receipts Event1 | $30,369 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $30,369 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $43,896 | OtherDirectExpensesEvent1Amt |
| Event2 | GALA | Event2Nm |
| Gross Receipts Event2 | $101,939 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $101,939 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $30,000 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $132,308 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $132,308 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $73,896 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $73,896 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $58,412 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FAMILY ASSISTANCE | 200 | $28,941 |
| RESIDENTIAL TREATMENT PROGRAM | 70 | $63,801 |
| JOB TRAINING | 27 | $5,871 |
| RESPITE | 6 | $2,046 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| VERMONT ECONOMIC DEVELOPMENT | ||||||||
| A | 036024497 | NONEAVAIL | 2007-04-01 | $3,200,000 | CONSTRUCTION OF BUILDING | 0 | 0 | 0 |
| VERMONT ECONOMIC DEVELOPMENT | ||||||||
| B | 036024497 | NONEAVAIL | 2007-04-01 | $1,000,000 | CONSTRUCTION OF BUILDING | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|
| A | $3,200,000 | 0 | 0 | Yes (1) | Yes (1) |
| B | $934,028 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TD BANK NA | ||||||||||||
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 15.800000000000 | 0 | 0 | 0 | 0 | 0 |
| TD BANK NA | ||||||||||||
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 15.800000000000 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIZZAGALLI PROPERTIES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | BUSINESS OWNED BY TWO FORMER TRUSTEES | RelationshipWithOrgTxt |
| Loan Purpose | FINANCING OF BUILDING RENOVATIONS | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $2,497,093 | OriginalPrincipalAmt |
| Balance Due | $0 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SARA BYERS PURCHASED THE HOUSE OF MANON O'CONNOR, IN A TRANSACTION UNRELATED TO THEIR WORK AT LUND. |
| FORM 990, PART VI, SECTION B, LINE 11 | 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: | ADJUSTMENTS TO PRIOR PERIOD -291,612. |
| 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. 70 WOMEN ENGAGED IN RESIDENTIAL TREATMENT FOR SUBSTANCE ABUSE AND MENTAL HEALTH DISORDERS WITH 70 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. IN THE 2016/2017 SCHOOL YEAR, LUND WILL BE EXPANDING TO TWO PRESCHOOL CLASSROOMS IN ORDER TO INCREASE ACCESS TO HIGH QUALITY FULL-TIME, PRESCHOOL EDUCATION FOR VULNERABLE THREE AND FOUR YEAR OLDS. 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. A SECOND SESSION OF THE COMMUNITY COLLEGE OF VERMONT'S INTRODUCTION TO COLLEGE STUDIES CLASS WAS HELD AT LUND IN 2016, ENROLLING 14 STUDENTS IN POST SECONDARY EDUCATION AND OPENING UP COLLEGE AS A REAL AND ACHIEVABLE GOAL FOR LUND'S STUDENTS, MANY WHOM ARE FIRST GENERATION COLLEGE STUDENTS. 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 13 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, A FIFTEEN YEAR PARTNERSHIP WITH THE VERMONT DEPARTMENT OF CHILDREN AND FAMILIES, HAS FOUND FOREVER FAMILIES FOR 3,749 CHILDREN SINCE 2000. DURING THE YEAR, 239 ADOPTIONS WERE FINALIZED, 216 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 16 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. |
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