2024-03-18T11:22:58-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2022-07-01 560547460 THOMPSON CHILD & FAMILY FOCUS INC THOM 7045360375 6800 ST PETERS LANE MATTHEWS NC 28105 LAURA STEIN CHIEF FINANCIAL OFFICER 7045360375 2024-03-13 1 LAURA STEIN 999009999 0 JOHN NORMAN P01506766 7049985200 2024-03-01 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z WILLIAM JONES 6800 ST PETERS LANE MATTHEWS NC 28105 45861618 0 X WWW.THOMPSONCFF.ORG X 1887 NC CHILDREN, FAMILIES, AND COMMUNITIES. 18 18 612 76 0 0 5491815 3194631 27325637 34879296 2626692 1179398 136811 10734 35580955 39264059 0 0 0 0 18828531 21438703 0 0 1599397 11259835 14694179 30088366 36132882 5492589 3131177 70290258 76104665 10695443 10886579 59594815 65218086 X SEE SCHEDULE OFOUNDED IN 1886, THOMPSON IS CALLED TO STRENGTHEN CHILDREN, FAMILIES, AND COMMUNITIES THROUGH HEALING, TEACHING, WORSHIP, AND PLAY. THOMPSON TRANSFORMS LIVES THROUGH EARLY CHILDHOOD, FAMILY STABILITY, MENTAL HEALTH, AND RESIDENTAL SERVICES. WE TAKE A TRAUMA-INFORMED, EVIDENCE-BASED, WHOLE-HEALTH, TWO GENERATION APPROACH TO SERVING OUR COMMUNITIES. OUR VISION IS "ALL CHILDREN HEALTHY, ALL FAMILIES THRIVING, ALL COMMUNITIES STRONG". 0 0 17815983 17887279 MENTAL HEALTH SERVICES: SEE SCHEDULE OMENTAL HEALTH SERVICES: THOMPSON PROVIDED 1,328 MENTAL HEALTH SERVICES IN FISCAL YEAR 2022-2023 THROUGH AN ARRAY OF EVIDENCE-BASED PRACTICES. 84% OF CLIENTS EXPERIENCED MENTAL HEALTH GAINS ACROSS THE AGENCY FOR THE FISCAL YEAR, EXCEEDING OUR GOAL OF 70%. AGENCY-WIDE, 92% OF CLIENTS INCREASED THEIR WHOLE HEALTH SCORE FROM INTAKE TO DISCHARGE IN FY22-23. OUR INTENSIVE IN-HOME TEAM CELEBRATED 100% OF CLIENTS ACHIEVED AFTERCARE OUTCOMES. 98% OF CLIENTS SERVED IN OUR OUTPATIENT MENTAL HEALTH SERVICES WERE COMPLETELY SATISFIED WITH OUR SERVICE DELIVERY DURING THE FISCAL YEAR. 90% OF FAMILIES SERVED IN FAMILY CENTERED TREATMENT WERE REUNIFIED WITH FAMILY OR MAINTAINED PLACEMENT WITH FAMILY AFTER COMPLETING TREATMENT. ENHANCED RESIDENTIAL TREATMENT CENTER (ERTC) WAS INITIATED THIS FISCAL YEAR IN OUR RESIDENTIAL SERVICE ARRAY. ERTC ADDS IN FAMILY CENTERED TREATMENT AND/OR HIGH-FIDELITY WRAPAROUND SERVICES TO PREPARE/SUPPORT THE FAMILY ENVIRONMENT WITH RELATIONAL/FUNCTIONAL SKILLS TO RECEIVE THE YOUTH AT DISCHARGE WITH REDUCED TRAUMA AND FEWER FUTURE RESIDENTIAL STAYS. 9520826 14754103 FAMILY SERVICES: SEE SCHEDULE OFAMILY SERVICES: THOMPSON PROVIDED 1,723 FAMILY STABILITY SERVICES IN FISCAL YEAR 2022-2023. 96% OF OUR FOSTER CARE YOUTH ACHIEVED PLACEMENT STABILITY WHILE 99% OF FOSTER PARENTS WERE SATISFIED WITH OUR SERVICE DELIVERY DURING THIS FISCAL YEAR. OF THE MCKINNEY-VENTO IDENTIFIED FAMILIES EXPERIENCING HOMELESSNESS, 94% DEMONSTRATED INCREASED SELF-SUFFICIENCY THROUGH THE SUPPORT OF OUR SCHOOL-BASED CASE MANAGEMENT SERVICES. ALL YOUTH OF THE PARENTS/CAREGIVERS SERVED THROUGH OUR POSITIVE PARENTING PROGRAM (TRIPLE P) SHOWED IMPROVEMENT VIA THE STRENGTHS AND DIFFICULTIES QUESTIONNAIRE (SDQ). 96% OF THE YOUTH SERVED BY THE THOMPSON PLACEMENT STABILITY UNIT (TPSU) IN SOUTH CAROLINA DID NOT EXPERIENCE A PLACEMENT DISRUPTION BECAUSE OF THEIR BEHAVIOR. 1764299 2248648 EARLY CHILDHOOD SERVICES: SEE SCHEDULE OEARLY CHILDHOOD SERVICES: THOMPSON PROVIDED 247 EARLY CHILDHOOD SERVICES IN FISCAL YEAR 2022-2023. 93% OF THE CHILDREN ENROLLED IN THE THOMPSON CHILD DEVELOPMENT CENTER (TCDC) MET OR EXCEEDED THEIR DEVELOPMENTAL EXPECTATIONS, PREPARING THEM TO BE KINDERGARTEN-READY. A PARENT TEACHER ORGANIZATION (PTO) BEGAN THIS FISCAL YEAR AT TCDC FOR FAMILIES TO CREATE COMMUNITY WHILE SUPPORTING TEACHERS, EACH OTHER, AND THE YOUTH SERVED. 29101108 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 77 0 612 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 SC X LAURA STEIN 7045606075 6800 SAINT PETERS LANE MATTHEWS NC 28105 GREGORY TAYLOR CHAIR OF THE BOARD 1.50 X X 0 0 0 REBEKAH STIVERS VICE CHAIR 1.00 X X 0 0 0 SANDY WYCKOFF TREASURER 1.00 X X 0 0 0 RHONDALE HAYWOOD SECRETARY 1.00 X X 0 0 0 BARBARA BASCOM TRUSTEE 0.50 X 0 0 0 GIOVANNNI GALLO TRUSTEE 0.50 X 0 0 0 TIM BRODERICK TRUSTEE 0.50 X 0 0 0 JANET MERLE TRUSTEE 1.00 X 0 0 0 ANDREW HERRNSTEIN TRUSTEE 0.50 X 0 0 0 HEATHER LAWRENCE TRUSTEE 1.00 X 0 0 0 CHRISTY SHEA TRUSTEE 0.50 X 0 0 0 AT CASTILLO TRUSTEE 0.50 X 0 0 0 JD COSTA TRUSTEE 0.50 X 0 0 0 SARAH GORDON TRUSTEE 0.50 X 0 0 0 STEVE HALL TRUSTEE 0.50 X 0 0 0 JENNIFER LEE TRUSTEE 0.50 X 0 0 0 JOHN MURCHISON TRUSTEE 1.00 X 0 0 0 JALILA SMITH TRUSTEE 0.50 X 0 0 0 WILLIAM JONES PRESIDENT/CEO 40.00 X 361785 0 14779 LAURA STEIN CHIEF FINANCIAL OFFICER 40.00 X 220626 0 19613 ANTHONY JONES CHIEF OPERATING OFFICER 40.00 X 228569 0 15007 ANDREA SMITH CHIEF ADMINISTRATIVE OFFIC 40.00 X 135980 0 15924 CECILIA HAAG CHIEF STRATEGY & INNOVATION OFFICER 40.00 X 165818 0 1482 JUSTIN ELLIS CHIEF DEVELOPMENT OFFICER 40.00 X 121008 0 8195 DANIEL WHITLEY CHIEF OF FACILITIES 40.00 X 115443 0 5713 1349229 0 80713 8 0 1 0 FAVORITE HEALTHCARE STAFFING LLC PO BOX 26225 OVERLAND PARK KS 66225 TEMPORARY STAFF 347634 BAKER DONELSON 1600 WEST END AVENUE SUITE 2000 NASHVILLE TN 37203 LEGAL SERVICES 212587 ALTUS MARKETING PO BOX 839 TULSA OK 74101 MARKETING COMPANY 158306 WIPFLI LLP PO BOX 8010 WAUSAU WI 54402 STAFF DEVELOPMENT 113250 4 3194631 55297 3194631 MEDICAID 623990 20886684 20886684 CONTRACTS FOR SERVICES 624100 7744115 7744115 DEPT. SOCIAL SERVICES 624100 4517749 4517749 OTHER PROGRAM FEES 624100 918965 918965 EARLY CHILDHOOD SERVICES TUITION 624100 806775 806775 5008 5008 34879296 613066 613066 10734 0 10734 10734 10734 7163891 6597559 566332 566332 566332 39264059 34890030 0 1179398 810980 810980 16931830 14471241 1861318 599271 63412 26748 29994 6670 2140840 1726921 375645 38274 1491641 1285514 176172 29955 7756 5156 2600 191204 181581 9057 566 72394 72394 1657501 1083281 269271 304949 575063 269648 603 304812 517813 351898 143925 21990 688896 157820 457949 73127 321654 220532 101122 546544 512171 34111 262 415752 248498 159329 7925 215995 215995 556861 455925 95365 5571 255009 194343 16677 43989 FOSTER CARE 5054288 5054288 MAINTENANCE AND REPAIRS 1090478 791349 296206 2923 BAD DEBTS 779144 710567 68577 OTHER EMPLOYEE EXPENSES 383664 185658 138496 59510 1364163 1173125 162612 28426 36132882 29101108 5432377 1599397 5644515 8269758 662053 742523 2336419 2947314 2973267 2973267 171752 426678 22747142 10699911 12532468 12047231 30833556 31967316 14585441 15492080 550787 1238498 70290258 76104665 1587952 1769831 7243515 6789183 1460263 1356328 403713 971237 10695443 10886579 X 42134984 47406073 17459831 17812013 59594815 65218086 70290258 76104665 X 3131177 1680443 811651 X X 0 1 X 1 0 X 3430918 6327929 3472157 5491815 3227268 21950087 3430918 6327929 3472157 5491815 3227268 21950087 1203458 20746629 649054 858296 937891 977122 623800 4046163 25996250 114940810 0.79810 0.79630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3116675 301170 15421 3402424 3689410 -569626 3109 3116675 2901911 749679 37820 3689410 2277343 715036 -164 90304 2901911 2204621 128395 55673 2277343 0.21690 0.38710 0.39600 1 0 1428262 1428262 19721004 9374489 10346515 1597876 1325422 272454 12047231 BENEFICIAL INTEREST-SPLIT-INTEREST 3844708 F BENEFICIAL INTEREST-PERPETUAL TRUSTS 8244948 F ENDOWMENT 3402424 F 15492080 ACCRUED COMPENSATED ABSENCES 482487 RIGHT OF USE LIABILITY 488750 971237 X 41788790 1680443 32637 811651 2524731 39264059 0 39264059 36165519 32637 32637 36132882 0 36132882 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED, AS SPECIFIED BY THE DONORS, TO SUPPORT THE CHILD DEVELOPMENT CENTER, THE SCHOOL, OUTDOOR SPORTS, EDUCATIONAL PURPOSES, CARE FOR ABUSED CHILDREN, SUMMER RECREATION PROGRAMS, SPECIAL NEEDS IN THE EARLY CHILDHOOD PROGRAM, AND FOR REPAIR AND MAINTENACE OF THE CHAPEL, THE COTTAGES, A PLAYGROUND AND OTHER AGENCY FACILITIES. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ADDITIONALLY, THE ORGANIZATION IS NOT A PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE SECTION 509(A)(1). THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OF OTHER TAXES. U.S. GAAP REQUIRES AN ORGANIZATION TO RECOGNIZE A TAX BENEFIT OF EXPENSE FROM UNCERTAIN TAX POSITION IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT BELIEVES THE ORGANIZATION HAD NO UNCERTAIN TAX POSITION AS OF JUNE 30, 2022 OR 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 204,488. CHANGE IN VALUE OF PERPETUAL TRUSTS 416,402. CHANGE IN VALUE OF SWAP AGREEMENT 190,761. X X X 0 0 0 0 0 0 0 1 0 WILLIAM JONES PRESIDENT/CEO 298188 0 62631 0 966 0 0 0 14779 0 376564 0 0 0 ANTHONY JONES CHIEF OPERATING OFFICER 164325 0 15939 0 48305 0 4930 0 10077 0 243576 0 0 0 LAURA STEIN CHIEF FINANCIAL OFFICER 166565 0 16500 0 37561 0 4997 0 14616 0 240239 0 0 0 CECILIA HAAG CHIEF STRATEGY & INNOVATION OFFICER 158068 0 7750 0 0 0 398 0 1084 0 167300 0 0 0 ANDREA SMITH CHIEF ADMINISTRATIVE OFFIC 123791 0 12189 0 0 0 2475 0 13449 0 151904 0 0 0 PART I, LINE 7 SOME EMPLOYEES DO RECEIVE BONUSES AT YEAR END. AMOUNTS ARE DISCRETIONARY IN NATURE. A MECKLENBURG COUNTY INDUSTRIAL FACILITIES & POLLUTION CONTROL FINANCING AUTH 561393824 2010-10-14 11560000 CAPITAL EXPENDITURES 0 0 0 A 4750040 11560000 114397 9005603 2440000 2011 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 1 1 0 0 0 0 WILLIAM JONES PRES/CEO FUND LIFE INSURANCE PREMIUM PER COMPENSATION ARRANGEMENT X 2973267 2973267 0 1 1 2973267 X 735 COST X 50387 COST X GIFT CARDS 86 4175 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE OVERALL REVIEW STRATEGY FOR THE FORM 990 ENSURES THAT THE FILING IS COMPLETED BY THE CHIEF FINANCIAL OFFICER OR DESIGNEE FROM THE FINANCE TEAM AND REVIEWED BY THE PRESIDENT/CEO, THE CHIEF ADMINISTRATIVE OFFICER, THE FINANCE COMMITTEE AND THE BOARD OF TRUSTEES PRIOR TO FILING. REVIEW BY THE FINANCE COMMITTEE - PRIOR TO THE SCHEDULED MEETING, AN ELECTRONIC VERSION OF THE FORM 990 IS DISTRIBUTED TO THE MEMBERS OF THE FINANCE COMMITTEE FOR REVIEW. ORGANIZATION STAFF ARE AVAILABLE TO ASSIST IN THIS REVIEW VIA TELEPHONE OR EMAIL AS NEEDED. DURING THE MEETING, THE ORGANIZATION DESIGNEE PRESENTS THE DOCUMENT TO THE MEMBERS OF THE COMMITTEE AND ALL QUESTIONS ARE ADDRESSED. IF A COMMITTEE MEETING IS NOT POSSIBLE PRIOR TO THE FILING DEADLINE, ALL QUESTIONS WILL BE ADDRESSED VIA EMAIL OR PHONE. REVIEW BY THE BOARD OF TRUSTEES OR EXECUTIVE COMMITTEE - PRIOR TO THE SCHEDULED MEETING, AN ELECTRONIC VERSION OF THE FORM 990 IS DISTRIBUTED TO THE MEMBERS OF THE BOARD OR COMMITTEE FOR REVIEW. ORGANIZATION STAFF ARE AVAILABLE TO ASSIST IN THE THIS REVIEW VIA TELEPHONE OR EMAIL AS NEEDED. DURING THE MEETING, THE CHAIR OF THE FINANCE COMMITTEE PRESENTS THE DOCUMENT TO THE MEMBERS OF THE BOARD OF TRUSTEES OR EXECUTIVE COMMITTEE AND ALL QUESTIONS ARE ADDRESSED. IF A COMMITTEE MEETING IS NOT POSSIBLE PRIOR TO THE FILING DEADLINE, ALL QUESTIONS WILL BE ADDRESS VIA EMAIL OR PHONE. FOLLOWING THE REVIEW PROCESS, THE FORM 990 IS FILED PRIOR TO THE DUE DATE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD OF TRUSTEES MEMBERS ARE ASKED TO COMPLETE AND SIGN A DISCLOSURE AND AFFIRMATION STATEMENT AND A BOARD OF TRUSTEES CONFLICT OF INTEREST POLICY. THESE COMPLETED DOCUMENTS ARE KEPT WITH THE MINUTES, IN BOARD MEETINGS, ALL POTENTIAL CONFLICTS OF INTEREST ARE DOCUMENTED AND BOARD MEMBERS INVOLVED ABSTAIN FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT/CEO'S COMPENSATION IS DOCUMENTED IN ACCORDANCE WITH THE WRITTEN COMPENSATION PROCEDURES FOR THAT SPECIFIC POSITION. IT IS ADMINISTERED BY THE BOARD OF TRUSTEES AND IS EXCLUDED FROM THE STANDARD THOMPSON CHILD & FAMILY FOCUS SALARY ADMINISTRATION COMPENSATION PLAN. THE CHAIR OF THOMPSON'S BOARD, ALONG WITH THE EXECUTIVE COMMITTEE, IS RESPONSIBLE FOR REVIEWING THE CEO'S PERFORMANCE FOR THE FISCAL YEAR TAKING INTO CONSIDERATION PROGRAM MANAGEMENT, BUDGET DISCIPLINE, ADHERENCE TO THE MISSION, THE EMPLOYEES AND HOW WE TREAT THOSE WE SERVE. THE EXECUTIVE COMMITTEE THEN RECOMMENDS TO THE FULL BOARD THE AMOUNT OF BASE COMPENSATION INCREASE FOR THE ENSUING FISCAL YEAR AS WELL AS WHAT PERCENTAGE BONUS IS TO BE AWARDED FOR THE CURRENT FISCAL YEAR. ASIDE FROM HIS/HER PERFORMANCE AS THE CEO, THE EXECUTIVE COMMITTEE AND BOARD ALSO TAKE INTO CONSIDERATION THE COMPENSATION OF OTHER CEOS OF SIMILAR SIZE ORGANIZATIONS LOCALLY, REGIONALLY, AND NATIONALLY. THE FULL BOARD REVIEWS THESE METRICS AND THEN VOTES ON THE EXECUTIVE COMMITTEE COMPENSATION RECOMMENDATION. THE PRESIDENT/CEO DETERMINES OVERALL COMPENSATION FOR ALL KEY EMPLOYEES (EXECUTIVE LEADERSHIP TEAM) BASED ON OVERALL JOB PERFORMANCE, SCOPE OF WORK, VALUE TO ORGANIZATIONS, CULTURE FIT, ORGANIZATION FISCAL PERFORMANCE, AND COMPARATIVE COMPENSATION DATA TO ENSURE EQUITY AND FAIRNESS IN ADDITION TO ENSURING COMPETITIVE ADVANTAGE IN THE HUMAN SERVICES SECTOR. COMPARATIVE COMPENSATION DATA OF LIKE POSITIONS IN THE NON-PROFIT HUMAN SERVICE MARKET IN CHARLOTTE, NC IS REVIEWED ANNUALLY. THIS IS DONE USING THE MOST RECENT GUIDESTAR NON-PROFIT COMPENSATION REPORT AS WELL AS PAY SCALE INSIGHTS TO ENSURE THAT KEY EMPLOYEES ARE COMPENSATED TO MARKET. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 204,488. CHANGE IN VALUE OF PERPETUAL TRUSTS 416,402. CHANGE IN VALUE OF SWAP AGREEMENT 190,761. FORM 990, PART XII, LINE 2C OVERSIGHT AND SELECTION PROCESS IS UNCHANGED FROM PRIOR YEAR.