2024-04-18T14:43:50-05:00 2023-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2022-07-01 237212022 CHILD & FAMILY AGENCY OF SE CT INC CHIL 8604374550 7 VAUXHALL STREET NEW LONDON CT 06320 LISA BAXTER CHIEF FINANCIAL & ADMIN OFFICER 8604374550 2024-04-18 1 LISA BAXTER 999009999 0 LORI ROTHE YOKOBOSKY CPA P01273422 9592007000 2024-04-17 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LISA BAXTER 7 VAUXHALL STREET NEW LONDON CT 06320 20557584 0 X WWW.CHILDANDFAMILYAGENCY.ORG X 1972 CT TO PROVIDE EQUITABLE CLINICAL AND SUPPORTIVE SERVICES IN ACCESSIBLE WAYS TO MEET THE EVOLVING NEEDS OF OUR COMMUNITIES. 12 12 268 15 0 0 12657805 12589073 3730706 4276035 279942 314507 236075 30179 16904528 17209794 0 0 0 0 12268287 15455194 0 0 512487 4048524 4526209 16316811 19981403 587717 -2771609 12921449 11743588 1328629 2803112 11592820 8940476 TO PROVIDE EQUITABLE CLINICAL AND SUPPORTIVE SERVICES IN ACCESSIBLE WAYS TO MEET THE EVOLVING NEEDS OF OUR COMMUNITIES. 0 0 10253487 2676369 COUNSELING: OFFICE BASED - 1,375 CHILDREN, ADULTS & FAMILY MEMBERS. IN-HOME SERVICES - 584 CHILDREN & FAMILY MEMBERS. HEALTHY FUTURES PROGRAM: 49 FAMILIES SERVED IN THE YEAR. 3809527 1140225 SCHOOL BASED & SCHOOL LINKED HEALTH CENTERS - 14,369 VISITS TO CENTERS 1930264 491705 CHILDHOOD SERVICES: COMPREHENSIVE DEVELOPMENT SERVICES - MEDICAL, MENTAL HEALTH, CHILD CARE, AND SOCIAL SERVICES ARE AVAILABLE TO CHILDREN BIRTH TO SIX YEARS. FAMILY RESOURCE CENTERS AND CHILD CARE SERVICES. CHILD CARE PROVIDED TO 127 CHILDREN. 266 FAMILIES SERVED THROUGH OUR NEW LONDON AND GROTON FAMILY RESOURCE CENTERS. 12692 12692 16005970 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 65 0 1 268 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CT X X LISA BAXTER 8604374550 7 VAUXHALL STREET NEW LONDON CT 06320 BETH LEAMON BOARD DIRECTOR 0.15 X 0 0 0 BRENDA KRAMER OUTGOING BOARD DIRECTOR 0.50 X 0 0 0 CAROL MARZETTA BOARD SECRETARY 1.20 X X 0 0 0 CHRISTINE HAMMOND BOARD DIRECTOR 0.55 X 0 0 0 DEREK PIRRUCCELLO BOARD DIRECTOR 1.00 X 0 0 0 ELLEN BROWN BOARD DIRECTOR 0.20 X 0 0 0 HARWOOD COMSTOCK BOARD DIRECTOR 2.15 X 0 0 0 JEROME FISCHER OUTGOING BOARD DIRECTOR 0.20 X 0 0 0 JULIA STONE OUTGOING BOARD DIRECTOR 1.00 X 0 0 0 MATT WILLIAMS BOARD TREASURER 1.00 X X 0 0 0 MATTHEW SPRING BOARD VICE-CHAIR 2.89 X X 0 0 0 MICHELLE MARRA BOARD DIRECTOR 0.60 X 0 0 0 NEIL BALLOTTE BOARD DIRECTOR 0.33 X 0 0 0 PAT VARHOLY BOARD DIRECTOR 1.58 X 0 0 0 SHANNA REELS OUTGOING BOARD DIRECTOR 0.05 X 0 0 0 TERESA BURBANK BOARD CHAIR 3.30 X X 0 0 0 ALLISON BLAKE OUTGOING CHIEF EXECUTIVE OFFICER 40.00 X 187511 0 12444 LISA BAXTER CHIEF FINANCIAL & ADMINISTRATIVE OFFICER 40.00 X 128743 0 11099 LISA OTTO CHIEF EXECUTIVE OFFICER 40.00 X 127348 0 30780 ANNA GODDARD MANAGING DIRECTOR 40.00 X 116725 0 2271 DR ALLANA LEE MEDICAL DIRECTOR 40.00 X 361447 0 33473 DR VIJAY SIKAND MEDICAL DIRECTOR 40.00 X 105674 0 23682 ERIN SAYLOR CHIEF OPERATING OFFICER 40.00 X 132515 0 3599 SARA LAMBERT PEDIATRIC NURSE PRACTITIONER 40.00 X 140180 0 16086 1300143 0 133434 11 0 1 0 UNITED COMMUNITY & FAMILY SERVICES INC 34 EAST TOWN STREET NORWICH CT 06360 COMMUNITY SERVICES 1073146 FRANK ZAINO& ASSOCIATES INC PO BOX 57 NORTH STONINGTON CT 06359 CONSTRUCTION CONTRACTOR 209241 ECLINICAL WORKS LLC PO BOX 847950 BOSTON MA 01581 TECHNOLOGY SERVICES 176108 INDEED PO BOX 660367 DALLAS TX 752660367 RECRUITMENT SERVICES 175438 MIDDLESEX HOSPITAL 28 CRESENT STREET MIDDLETOWN CT 06457 COMMUNITY SERVICES 156082 5 204213 48012 11840861 495987 76964 12589073 COUNSELING, SCHOOL BASED, CHILDCA 624100 4012074 4012074 WORKSHOPS & CONTRACTS 624100 263961 263961 4276035 192506 192506 516 516 3326821 117887 3257963 64744 68858 53143 122001 122001 22482 48012 25083 -2601 -2601 32264 32264 32264 17209794 4308299 0 312422 515565 420741 82206 12618 12309674 10089099 1920505 300070 372628 291860 71311 9457 1311548 1027267 250993 33288 945779 749357 169912 26510 24890 24890 73805 73805 24450 24450 58143 58143 1616615 1509184 104815 2616 278803 247196 26804 4803 133235 88153 36300 8782 426661 294751 127433 4477 673433 438823 223016 11594 209800 201677 7786 337 134151 90275 42374 1502 217926 174858 37195 5873 116863 14457 101532 874 SUPPLIES 351313 279190 36606 35517 SPECIAL EVENTS EXPENSES 41230 41230 ORGANIZATION DUES 38502 17389 16655 4458 DIRECT SERVICE COSTS 29586 25360 3763 463 76803 46333 22452 8018 19981403 16005970 3462946 512487 24852 423 3124854 1237835 469962 879976 209111 135381 367807 171648 280578 7417232 4066814 3136077 3350418 5784945 5262508 228662 12921449 11743588 1286320 1381104 14986 72159 27323 1120284 0 229565 1328629 2803112 X 10048589 7608024 1544231 1332452 11592820 8940476 12921449 11743588 -2771609 119265 0 X 0 1 X 1 1 1 X 10472189 10549489 11824095 12657805 12589073 58092651 10472189 10549489 11824095 12657805 12589073 58092651 58092651 137867 155781 150460 361847 193022 998977 15744 8380 90566 56736 32264 203690 59295318 18868916 0.97970 0.97860 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - 2018 AMOUNT: $ 15,744. 2019 AMOUNT: $ 8,380. 2020 AMOUNT: $ 90,566. 2021 AMOUNT: $ 56,736. 2022 AMOUNT: $ 32,264. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24450 24450 19956953 19981403 1000000 250000 0 0 888094 928915 965841 1000000 3782850 5674275 26600 24950 24450 24450 100450 222024 232229 241460 250000 945713 1418570 4007686 91955 350375 3749266 4578865 2007 -123447 449739 4007686 4835435 80295 415635 752500 4578865 4105074 692337 38024 4835435 3923124 1205485 128533 1152068 4105074 0.88494 0.11506 0 0 397095 397095 6102317 3438516 2663801 606283 568922 37361 311537 59376 252161 3350418 LEASE LIABILITIES 229565 229565 X 17295999 119265 25083 144348 17151651 58143 58143 17209794 19948343 25083 25083 19923260 58143 58143 19981403 PART V, LINE 4: THE BOARD OF DIRECTORS AUTHORIZES THE USE OF ENDOWMENT FUNDS FOR THE PURPOSES THAT ARE INTENDED TO FURTHER THE AGENCY'S MISSION. USES OF ENDOWMENT FUNDS INCLUDE SUPPORT OF THE AGENCY'S PROGRAMS, SERVICES AND PHYSICAL PLANT INFRASTRUCTURE. PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKE BY THE AGENCY AND HAS CONCLUDED THAT, AS OF JUNE 30, 2023 AND 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE AGENCY'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2020 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE AGENCY HAD UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENTS OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 25,083. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 25,083. SALTWATER FARM VINEYARD 17526 12179 5347 1030 350 346 CFA GOLF TOURNAMENT 28782 20232 8550 9030 9034 2588 2 24186 15601 8585 208 2497 70494 48012 22482 9030 10272 350 5431 25083 -2601 X X 0 0 0 0 0 0 0 0 0 DR ALLANA LEE MEDICAL DIRECTOR 361447 0 0 0 0 0 6100 0 27373 0 394920 0 0 0 ALLISON BLAKE OUTGOING CHIEF EXECUTIVE OFFICER 187511 0 0 0 0 0 3794 0 8650 0 199955 0 0 0 LISA OTTO CHIEF EXECUTIVE OFFICER 127348 0 0 0 0 0 2600 0 28180 0 158128 0 0 0 SARA LAMBERT PEDIATRIC NURSE PRACTITIONER 140180 0 0 0 0 0 2904 0 13182 0 156266 0 0 0 X 1 76964 FMV 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 4 BOARD BYLAWS WERE CHANGED TO DISSOLVE REMAINING AUXILIARY VOLUNTEER GROUPS AND ALSO TO CHANGE TERM LIMITS FOR BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 UNDERGOES A NUMBER OF INTERNAL AND EXTERNAL REVIEWS BEFORE IT IS FILED WITH THE IRS. THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY THE CEO, CFAO AND FINANCE AND AUDIT COMMITTEE OF THE BOARD. LASTLY, IT IS SENT TO ALL BOARD MEMBERS FOR VOTING AND APPROVAL PROCESS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POTENTIAL BOARD MEMBERS ARE SCREENED/REVIEWED BY THE GOVERNANCE COMMITTEE OF THE BOARD AND THEN RECOMMENDED TO THE FULL BOARD FOR REVIEW AND VOTE. THE BOARD MEMBERS SIGN A CONFLICT OF INTEREST AGREEMENT AND A CONFIDENTIALITY AGREEMENT. EVERY EMPLOYEE SHOULD AVOID ANY INTEREST, INVESTMENT, OR ASSOCIATION, WHICH INTERFERES WITH CFA'S BEST INTEREST. A CRUCIAL PART OF THIS POLICY IS A CONTINUING REQUIREMENT THAT ALL EMPLOYEES WILL MAKE PROMPT DISCLOSURE OF ANY FACT OR CIRCUMSTANCE WHICH MAY INVOLVE A CONFLICT OF INTEREST. ALL EMPLOYEES ARE EXPECTED TO ACT IN CFA'S BEST INTEREST AT ALL TIMES. FORM 990, PART VI, SECTION B, LINE 15A THE REVIEW AND DECISION-MAKING IS WITH THE EXECUTIVE COMMITTEE OF THE BOARD. THE CEO DOES A SELF- ASSESSMENT THAT IS REVIEWED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTATION AVAILABLE UPON REQUEST. ORGANIZATION WILL BE MAKING AVAILABLE ON THEIR WEBSITE.