2016-02-03T13:49:31-07:00 2015-06-30 990 2014-07-01 541222012 Lutheran Family Services of Virginia Inc LUTH 5407747100 2609 McVitty Road Roanoke VA 24018 David Pruett Chief Financial Officer 5405628462 2016-01-01 2014 2016-04-25 22:37:26Z Julie Swanson President and CEO Lutheran Family Services of VA Inc 2609 McVitty Road Roanoke VA 24018 28254786 0 X www.lfsva.org X 1982 VA The people of Lutheran Family Services of Virginia work with children, families and individuals to restore the promise that life offers. Our services are born of faith, but are open to all. 13 13 532 25 0 0 371636 408167 25564420 27230614 101289 65358 13544 9657 26050889 27713796 10700 0 0 0 13735654 15153690 0 0 168437 11614033 12677988 25360387 27831678 690502 -117882 17282293 17150086 8183788 8162853 9098505 8987233 LFSVA expresses God's love by providing services and assistance to empower communities, families and individuals in their journey to well-being. Our services are open to all. 0 0 14525102 15155392 Developmental Services: LFSVA offers a wide continuum of care for individuals with intellectual and developmental disabilities so that they may live in their preferred community setting. Our services, which include group homes, day support, sponsored residential services and in-home support, use a person-centered approach that helps individuals meet their medical, dietary, behavioral, personal care and daily living needs, as well as achieve the maximum degree of independence. All services are for adults 18 years of age or older, except for in-home support which is provided to all ages. Services are available in Central, Northern and Western Virginia, the northern Shenandoah Valley, Tidewater and the areas surrounding Roanoke, Richmond and Fredericksburg. During the year ended June 30, 2015, we helped 356 individuals live fuller, more complete lives. 5589615 7313626 Minnick School Programs - LFSVA Minnick Schools, located in Roanoke, Harrisonburg, Wytheville and Wise, work with public schools in more than two dozen localities. During the fiscal year ended June 30, 2015, we helped more than 235 students reach their academic and behavioral goals. And, 17 children were able to transition back to their local schools. All Minnick Schools offer individualized instruction and a treatment team that works closely with the public schools, students and their families. A rounded curriculum is aligned with the state Standards of Learning and includes art, music, physical education and driver's education. In three locations, we offer students the opportunity to work in a PAES lab, a vocational classroom that helps prepare students for life after school. Our autism program offers individualized instruction geared to the unique needs of students and their families. To prevent more restrictive out-of-school placements, we offer educational aides to assist students in the program. We also offer vocational and community-based instruction. Our classrooms are based on the principles of Applied Behavioral Analysis, successful research-based strategies that systematically teach behavior in a highly structured environment. All staff are trained in Applied Behavior Analysis strategies. With the goal that students will transfer their new behavioral and life skills from the classroom to home and from home to the community, we give children many opportunities to learn and practice. 2923872 2942614 Treatment Foster Care & Adoption - LFSVA recruits and trains therapeutic foster parents so that children in foster care will have a stable, loving, home environment while they are healing from the situation that caused the family disruption. We provide in-home services and emergency access to an agency social worker 24/7. Our goal is to help children move toward permanency. Because many of our families adopt the children that they foster, we offer families the option to be certified as both foster and adoptive parents. Our in-depth training on parenting and support throughout the adoption process is considered one of the best such programs in Virginia. During the year ended June 30, 2015, we helped 73 children in foster care find homes in which to heal and grow. In addition to providing services to individuals and couples who wish to adopt from foster care, we also offer outpatient mental health services by an adoption-competent professional who understands the unique nature of building a family through adoption. During the year ended June 30, 2015, 15 children found loving, permanent families through LFSVA. 1804539 1816869 Community-Based Services - (Expenses $1,804,539; Revenues $1,816,869) LFSVA is committed to helping families deal constructively with problems and crises so that they can remain together as healthy families. Community-based services include behavioral treatment services, in-home counseling, intensive in-home services, therapeutic support services, social groups and "Essential Pieces", which provides vital education and supports for families with children on the autism spectrum. By providing research-based, community-centered services, we work to eliminate the need for out-of-home, out-of-community or out-of-state placements. During the year ended June 30, 2015, we provided services to over 170 individuals, supporting and strengthening families. Community-based services also include Therapeutic Day Treatment (TDT), which is a school-based program that provides services to help children overcome the mental health, emotional, behavioral and substance abuse issues that create barriers to learning. LFSVA staff members develop interventions that help children improve behavior, which allows them to participate more fully in the classroom. During the year ended June 30, 2015, we provided TDT services to more than 130 children. 124248 113 Community Engagement and Grief Services - (Expenses $124,248: Revenues $113) LFSVA continues to grow its community engagement program to strengthen connections among LFSVA and church, community and civic groups. Our goal is to build a network of caring individuals and strong civic and business involvement that will enable the individuals we serve to live fuller and more complete lives in their communities. We continue to offer grief support groups in the Tidewater and Waynesboro areas that provide a safe environment for individuals to share and validate their feelings of grief and loss. During the year ended June 30, 2015, 42 people were able to share their loss through nine groups For more information on our programs, please visit our website at www.lfsva.org or call 1-800-359-3834. 0 0 For more information on our programs, please visit our website at www.lfsva.org or call 1-800-359-3834. 1928787 0 1816982 24967376 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 1 78 0 1 532 1 0 0 0 0 0 0 0 0 0 0 X 13 13 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X David A Pruett CPA CFO Lutheran Family Services of Virginia Inc 5407747100 2609 McVitty Road Roanoke VA 24018 Dr Robin Crowder Chair, Board of Trustees 2 0 X X 0 0 0 Rev Harvey Atkinson Trustee 1 0 X 0 0 0 Rev Richard Goeres Vice Chair, Board of Trustees 1 0 X X 0 0 0 Mr A R Giesen Jr Trustee 1 0 X 0 0 0 Rev James Mauney Trustee 1 0 X 0 0 0 Mr Samuel Lionberger Jr Treasurer, Board of Trustees 1 0 X X 0 0 0 Mrs Sarah Herzog Trustee 1 0 X 0 0 0 Mr Robert H Burger Secretary, Board of Trustees 1 0 X X 0 0 0 Rev Louis A Florio Trustee 1 0 X 0 0 0 Mrs Kathy Kanter Trustee 1 0 X 0 0 0 Rev Debra Dukes Trustee 1 0 X 0 0 0 Doug and Cindy Smith Trustee 1 0 X 0 0 0 Dr Judith N Green Trustee 1 0 X 0 0 0 Julie Swanson President and CEO 45 0 X X 160320 0 42288 Raymond Ratke Chief Operating Officer 45.00 0 X 157976 0 20967 David A Pruett Vice President for Finance/Chief Financial Officer 45 0 X 118860 0 20983 Doris Cook Vice President for Human Resources 45 0 X 93422 0 12404 530578 0 96642 4 0 1 0 Synergy Technical PO Box 1179 Mechanicsville VA 23111 Information Technology Consulting 186657 Lionberber Construction Company PO Box 20209 Roanoke VA 24018 Construction 110109 Momentum Earthworks 1500 Pleasants Drive Harrisonburg VA 22801 Construction and landscaping 105751 3 5344 0 14695 0 198139 189989 0 408167 Developmental Services 624100 15155392 15155392 0 0 Educational Services 611600 7315626 7315626 0 0 Treatment Foster Care & Adoption 624100 2942614 2942614 0 0 Community Based Services 624100 1816869 1816869 0 0 113 113 0 0 27230614 93314 0 0 93314 0 0 0 0 0 0 0 0 0 0 513034 0 536914 4076 -23880 -4076 -27956 0 0 -27956 0 9258 0 0 0 0 Miscellaneous Revenue 624100 9657 9657 0 0 0 0 0 0 9657 27713796 27240271 0 65358 0 0 0 0 0 0 0 660441 0 660441 0 0 0 0 0 11639405 10544266 1009361 85778 211344 184579 24266 2499 1574640 1417321 140856 16463 1067860 938417 121475 7968 0 0 0 0 9162 6963 2183 16 18250 0 18250 0 0 0 0 0 0 0 5574 0 5574 0 173792 2920 160875 9997 100256 58614 28602 13040 118870 103045 14863 962 155489 71541 81357 2591 0 0 0 0 1155132 1103375 47240 4517 267775 222909 38191 6675 0 0 0 0 0 0 0 0 307314 294319 12995 0 0 0 0 0 526724 440318 85885 521 169063 110989 56880 1194 Foster Parent & Family Care Home Exp 8348083 8348083 0 0 Contract Staff & Services 292169 242592 49437 140 Vehicle Expenses (maint., repairs, etc) 197138 174297 18868 3973 Communications (phone, data) 159617 135290 20713 3614 673580 567538 97553 8489 27831678 24967376 2695865 168437 1182598 321241 707375 700422 2001225 2573711 244139 245153 8399950 2537858 5433538 5862092 742913 764645 1998241 1789927 4905465 4794965 66799 97930 17282293 17150086 1606192 1797298 0 0 0 0 0 6577596 6338549 27006 8183788 8162853 X 7463496 7382607 34383 4000 1600626 1600626 9098505 8987233 17282293 17150086 -117882 6610 0 0 0 0 X 0 1 X 1 0 X 360384 403489 323426 371636 408167 1867102 10964031 21437607 23984967 25564420 27230614 109181639 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 11324415 21841096 24308393 25936056 27638781 111048741 10900 13374 15205 27190 27625 94294 0 0 0 0 0 0 10900 13374 15205 27190 27625 94294 110954447 125573 -53755 117019 98394 69434 356665 0 0 0 0 0 125573 -53755 117019 98394 69434 356665 0 0 0 0 0 76079 26532 17864 13544 9657 143676 11526067 21813873 24443276 26047994 27717872 111549082 0.99467 0.99398 0.00320 0.00332 X Schedule A, Part III, Line 12 All amounts reported on Line 12 represent other miscellaneous revenues to the Organization for the various years. Examples would include rebates on purchases, net proceeds received from disposal of leased vehicles, garnishment fees charged and other non-recurring receipts generated by the Organization's exempt functions. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1998241 0 41685 0 250000 0 1789926 1745906 0 302335 0 50000 0 1998241 1764992 0 205914 0 225000 0 1745906 1582796 7696 274500 0 100000 0 1764992 1426135 159120 72541 0 75000 0 1582796 0 1.00 0 0 0 0 1329948 1329948 0 4955285 1449879 3505406 0 336379 64639 271740 0 1323045 848483 474562 0 455293 174857 280436 5862092 ELCA Pooled Trust - Eleanor Smelzer Endowment 1607009 F ELCA Pooled Trust - Minnick School Endowment 182918 F 1789927 Section 457(b) liability 27006 27006 X 27720406 6610 0 0 0 6610 27713796 0 0 0 27713796 27831678 0 0 0 0 0 27831678 0 0 0 27831678 Schedule D, Part V, Line 4 LFSVA maintains two endowment funds. The Minnick School Endowment Fund had a permanently restricted corpus balance of $159,120 at June 30, 2015. The earnings from this Endowment Fund may be used at the discretion of management to further the educational experiences of our students at our Minnick Schools. The Eleanor Smelzer Endowment Fund has a permanently restricted corpus balance of $1,441,506 at June 30, 2015. The earnings from this Endowment Fund are not restricted and can be used for organization needs or expenses. The total corpus of the two funds at June 30, 2015 of $1,600,626 is shown on Form 990, Part X, line 29 as permanently restricted net assets. The market value of the funds at June 30, 2015 of $1,789,926 is shown on Form 990, Part X, Line 12. Schedule D, Part X, Line 2 LFSVA's audited financial statements as of June 30, 2015 reported no liability for uncertain tax positions under FIN 48 (ASC 740). 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 LFSVA does not advertise for or solicit students for our Minnick Schools. Students in need of the services offered by LFSVA in our schools are referred to our schools by local Public School Boards. LFSVA does not discriminate against any potential students on the basis of race, creed, religion, sex, sexual orientation or national origin. Schedule E, Part I, Line 6 Students in LFSVA's Minnick Schools are referred by local Public School Systems. At the time of referrals, LFSVA and the localities enter into contractual agreements under which the local governments pay LFSVA's published rates for students who attend our schools. 1 Virginia Synod ELCA Mission Office for Planned Giving PO Box 70 Salem VA 24153 541111111 501(c)(3) 5250 0 1 0 Schedule I, Part I, Line 2 Grants are made annually to the Virginia Synod of the Evangelical Lutheran Church in America. All operations of the Virginia Synod ELCA are open to public inspection. X X X 0 1 0 0 0 0 0 0 0 Julie Swanson President and CEO 160320 0 0 0 0 0 23875 0 18413 0 202608 0 0 0 Raymond Ratke Chief Operating Officer 157976 0 0 0 0 0 1300 0 19667 0 178943 0 0 0 Schedule J, Part I, Line 4 During the year ended June 30, 2015, LFSVA established a non-qualified deferred compensation plan under Internal Revenue Code Section 457(b). Julie Swanson, LFSVA's Chief Executive Officer, is currently the only participant in the plan. The plan allows certain employees to defer a portion of their salary into the plan. LFSVA provides no matching contributions to the plan and does not incur any costs as a result of the plan. During the fiscal year, Mrs. Swanson contributed $26,490 to the plan. Samuel Lionberger III Son of Member Board of Trustees 110109 Construction of leasehold improvements by Lionberger Construction, which is owned by Mr. Lionberger's son 0 Form 990, Part VI, Section A, Line 2 Board of Trustees members C. Douglas Smith and Cindy Smith are husband and wife. Form 990, Part VI, Section B, Line 11b Form 990, Part VI, Line 11b - A copy of the completed Form 990 and all supporting schedules are distributed electronically to all members of the Board of Trustees for review. Form 990, Part VI, Section B, Line 12c Form 990, Part VI, Line 12c - At the annual meeting of the Board of Trustees for LFSVA, the Trustees review the Organization's Conflict of Interest Policy. The Organization also utilizes a confidential, independent third-party reporting system that allows for anonymous reporting of any conflicts of interest. If reports of conflicts of interest are received by the third-party, the reports are referred to LFSVA's President and CEO and the Vice President for Human Resources for follow-up. However, if the third-party receives a report alleging a violation of the policy by either the CEO or the VP for Human Resources, the President of the Board of Trustees is notified by the third-party. Form 990, Part VI, Section B, Line 15 Form 990, Part VI, Section B, Line 15 - During 2015, the Organization contracted with an independent third party to conduct a compensation study for all positions within the organization. Information in this compensation study will be updated annually by the independent third party. The Organization works to ensure that total compensation (including benefits) for all employees is at or above the minimum levels established by the compensation study for each job classification, with the goal being that average employee compensation within the Organization will be at the median level (adjusted to reflect cost-of-living changes) established by the study. The Executive Committee of the Board of Trustees conducts an annual performance evaluation of the President and Chief Executive Officer, and also sets the compensation level for the CEO. The Executive Committee of the Board of Trustees also contracted with a third party to perform a compensation study for the positions of CEO, Chief Financial Officer, Chief Operating Officer, Vice President for Human Resources and Vice President for Program Operations. This study is updated annually by the consultant. Form 990, Part VI, Section C, Line 19 Form 990, Part VI, Section C, Line 19 - Lutheran Family Services of Virginia, Inc. states on its website (www.lfsva.org) that its governing documents, key policies including the conflict of interest and whistleblower policies, annual audited financial statements and Form 990 are available upon request from the Organization's corporate office in Roanoke, VA. Dent Road LLC 2609 McVitty Road Roanoke VA 24018 Real Estate VA 0 0 Lutheran Family Services of Virginia Inc Massanutten Street LLC 2609 McVitty Road Roanoke VA 24018 Real Estate VA 0 0 Lutheran Family Services of Virginia Lutheran Childrens Home of the South Endowment Fund LLC 2609 McVitty Road Roanoke VA 24018 Investment of reserve funds VA 0 0 Lutheran Family Services of Virginia Inc