2025-05-05T15:25:44-05:00 2024-06-30 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990 2023-07-01 030179434 Lund Family Center Inc LUND 8028647467 76 Glen Road PO Box 4009 Burlington VT 054064009 Ken Schatz President/CEO 8028647467 2025-05-01 1 1 Melissa Magoon CPA P01712842 2077752387 2025-05-01 2023 2025-03-06 01:10:19Z Ken Schatz 76 Glen Road PO Box 4009 Burlington VT 054064009 11683404 0 X www.lundvt.org X 1890 VT Lund helps children thrive by empowering families to break cycles of poverty, addiction and abuse. 20 20 183 80 0 0 1269543 1855606 9348661 8830067 83493 239189 35516 31481 10737213 10956343 66479 77374 0 0 7885476 8205507 0 0 352338 2061918 2448237 10013873 10731118 723340 225225 14958091 15318405 4571208 4413765 10386883 10904640 X 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 serves 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; home visits to at-risk families; quality childcare/early education; and teen pregnancy prevention panels. 0 0 4738323 48712 5109960 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. Women engage in residential treatment for substance abuse and mental health disorders with children in residence with them. Mothers also work with family engagement specialists to ensure that they are well connected to the necessary resources in the community of their choice, and have a stable and strong grounding in parenting and in their recovery after leaving Lund. 1792878 13689 1933784 Child & Family ServicesParent Child Center (PCC): PCCs are a network of 15 community-based non-profit organizations serving all of Vermont. Lund is one of three parent child centers in Chittenden County that provides support to families with young children through eight core services based on the Strengthening Families protective factors network. Lund's goal is to help Vermont families get off to a healthy start, promote their well-being and help them build on their family strengths.Family Education: Family Education is available to families with a child age 6 or under in Lund's residential program, as well as through home visitation with families across Chittenden County. Lund family educators provide guidance, support and information based on what the family needs, with an aim toward promoting the health and development of young children and increasing positive parenting by enhancing parenting skills.Early Childhood Program: The first five years of a child's life are the foundation for learning and development. Lund's 5-star (highest possible) rated program serves children from birth to 5 years old, five days per week. The program also partners with another nonprofit to provide on-site and community based therapeutic services to children and families in need.The kids-a-part program aims to reduce the traumatic impact experienced by children during a mother's incarceration. The program uses best practices that promote safe and healthy contact during parental incarceration; ensures necessary supports are in place for the family; and improves the capacity for our systems to meet with these families. The program includes services in the women's facility, as well as community-based supports for caregivers and children. Lund provides training, education, and consultation about the impact of parental incarceration and best practices for supporting children and families to Vermont Department of Corrections staff, schools, community-based agencies, and other groups to enhance community-wide understanding of the issue.Supervised Visitation: Sometimes, children and families need a safe and neutral setting to maintain contact with a non-custodial parent to support safe exchange between caretakers. Lund's Supervised Visitation and Exchange Program provides this opportunity to families in Chittenden County. Our staff work with children, parents and guardians to facilitate safe visitation and exchange, and communicate with family court as necessary to assist in on-going evaluation of visitation.Regional Partnership Program: Lund partners with the Vermont Department of Children and Families to conduct substance use screenings with parents and caregivers on the front end of the child protection case to ensure early identification and access to treatment when it is indicated. Our staff provides support to parents and caregivers during this process to address barriers that may negatively impact treatment engagement, assist them to make informed decisions around risk to the child and offer recommendations to promote family and child safety. 1656132 14973 1786323 Adoption ServicesAdoption 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 twenty year partnership with the Vermont Department of Children and Families, has found forever families for 3,624 children since 2000. During the year, 157 adoptions were finalized, 143 through Project Family, Lund's collaboration with DCF, 8 through Wendy's Wonderful Kids, a signature program of the Dave Thomas Foundation for adoption, and 6 through Lund's private adoption program.Lund's post-permanence program helps adoptive and guardianship 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 and guardianship 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. 196 individuals from 143 families received post permanence services. 740 individuals used Lund's Discovering Your Roots services to find information and/or connect with birth families. 8187333 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 183 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X X Timothy Keefe 8028612567 76 Glen Road PO Box 4009 Burlington VT 054064009 Maurine Gilbert Chair 4.00 X X 0 0 0 Laura Taylor Vice Chair 4.00 X X 0 0 0 Cyndee Cochrane Sturtevant Treasurer 4.00 X X 0 0 0 Lucy Abair Secretary 4.00 X X 0 0 0 Donna Austin-Hawley Trustee 2.00 X 0 0 0 Thomas Cheney Trustee 2.00 X 0 0 0 Paige Church Trustee 2.00 X 0 0 0 Hal Cohen Trustee 2.00 X 0 0 0 Rebecca Heintz Trustee 2.00 X 0 0 0 John Hollar Trustee 2.00 X 0 0 0 Valerie Nikel Trustee 2.00 X 0 0 0 Meg O'Brien Trustee 2.00 X 0 0 0 Manon O'Connor Trustee 2.00 X 0 0 0 Kimberlee Phelps Trustee 2.00 X 0 0 0 Maribeth Spellman Trustee 2.00 X 0 0 0 Darren Springer Trustee 2.00 X 0 0 0 Julio Thompson Compliance Officer 4.00 X 0 0 0 Lisa Tiffin Trustee 2.00 X 0 0 0 Karen Vastine Member-At-Large 4.00 X 0 0 0 Anna Walls Trustee 2.00 X 0 0 0 Bob Morgan Past Secretary 4.00 X X 0 0 0 Sarah Andriano Past Trustee 2.00 X 0 0 0 Stephanie Miller-Taylor Past Trustee 2.00 X 0 0 0 Christine Oliver Past Trustee 2.00 X 0 0 0 Mary Burns Past President/CEO 40.00 X 142511 0 7365 Timothy Keefe CFO 40.00 X 128852 0 20798 Ken Schatz Interim CEO/President 40.00 X 0 0 0 Wanda Audette Director of Adoption 40.00 X 116688 0 3213 Courtney Fitzpatrick Director of RCT 40.00 X 111184 0 25817 Susan Leonard Director of People and Culture 40.00 X 113124 0 0 612359 0 57193 5 0 0 0 0 52484 148092 24890 1630140 5356 1855606 Residential and Treatment 624100 5109960 5109960 Child and Family Services 611420 1933784 1933784 Adoption Fees & Srvcs 624100 1786323 1786323 8830067 263023 263023 44051 0 44051 44051 44051 690657 714491 -23834 -23834 -23834 0 148092 12570 -12570 -12570 10956343 8830067 0 270670 77374 77374 299526 299526 6262606 5140277 907134 215195 57146 47538 7643 1965 1119076 899508 182377 37191 467153 367336 84629 15188 56333 9056 47277 65500 65500 20000 20000 12705 12705 652038 359756 267972 24310 14640 238 417 13985 118613 45229 49538 23846 31849 26916 4532 401 570111 444890 115056 10165 71013 58252 10380 2381 17428 14296 2547 585 90461 86986 3475 244262 223575 19489 1198 102011 65664 34690 1657 Supplies 237511 210281 27230 Dues and Fees 78517 66467 8165 3885 Equipment 39511 36436 2689 386 Other Expenses 25734 7258 18476 10731118 8187333 2191447 352338 X 5500 5500 1638873 1452331 50000 186250 1280058 1216071 466008 466008 6796 6796 94222 107787 7252867 2971324 4360167 4281543 5338407 6014160 1718060 1581959 14958091 15318405 534695 710067 19137 0 2250129 2061753 18963 12814 1748284 1629131 4571208 4413765 X 8991422 9357875 1395461 1546765 10386883 10904640 14958091 15318405 225225 292532 0 X 0 1 X 1 0 X 1415345 3505526 1146083 1269543 1855606 9192103 9274835 9035257 8326289 9348661 8830067 44815109 10690180 12540783 9472372 10618204 10685673 54007212 32150 52850 111000 75000 25000 296000 0 32150 52850 111000 75000 25000 296000 53711212 50973 66652 92365 144696 307074 661760 50973 66652 92365 144696 307074 661760 58887 128366 187253 10800040 12607435 9693103 10762900 10992747 54856225 0.97910 0.98220 0.01210 0.00760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 1 0 0 1 0 1 20000 20000 0 Part II-B, Line 1: Lund Family Center retains a lobbying firm, Downs Rachlin Martin (DRM), who is registered with the office of the Secretary of State in Vermont. DRM follows issues of interest to Lund and its clients and provides information about such issues to Lund's director President/CEO or her designees and board of trustees. DRM also provides information about Lund, its services, and its clients to appropriate members of the General Assembly and the administration. 2197581 8177 300700 5355 2501103 1933927 62918 253736 53000 2197581 2383778 4436 -454287 1933927 1434001 506949 442828 2383778 1520531 63515 150045 1434001 0.43316 0.56684 0.00000 0 0 233177 233177 6537420 2610555 3926865 355460 247482 107978 126810 113287 13523 4281543 Right of Use Operating Lease Obligation 1629131 1629131 X 11248740 292532 12570 305102 10943638 12705 12705 10956343 10730983 12570 12570 10718413 12705 12705 10731118 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: Lund is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. There was no unrelated business income tax incurred by Lund for the years ended June 30, 2024 and 2023. Management has evaluated Lund's tax positions and concluded Lund has maintained its taxexempt status, does not have any significant unrelated business income and has taken no uncertain tax positions that require adjustment to, or disclosure within, the accompanying financial statements. Part XI, Line 2d - Other Adjustments: Fundraising Expenses 12,570. Part XII, Line 2d - Other Adjustments: Fundraising Expenses 12,570. Lund by the Lake 148092 148092 1701 10142 727 148092 148092 1701 10142 727 12570 -12570 1 Family Assistance 91 13689 Residential Treatment Program 36 48712 Respite 57 14973 Part I, Line 2: The Organization makes payments directly to vendors on behalf of the grantees to ensure funds are expended in accordance with the grant. A Vermont Economic Development 036024497 NoneAvail 2007-04-01 3200000 Construction of Building 0 0 0 B Vermont Economic Development 036024497 NoneAvail 2007-04-01 1000000 Construction of Building 0 0 0 A 1494235 3200000 3200000 2009 0 0 1 1 B 578040 934028 65972 934028 2009 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 1 0 1 1 TD Bank NA 15.800000000000 0 0 0 0 0 B 0 0 1 0 1 1 TB Bank of NA 15.800000000000 0 0 0 0 0 A 0 B 0 Form 990, Part VI, Section B, line 11b 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 all schedules except for Schedule B prior to the submission of the Form 990 to the Internal Revenue Service. Lund's Finance Committee reviews the Public Disclosure 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 President/CEO 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 Human Resources Director approves the salary and salary adjustments of all employees in consultation with the President/CEO as needed, including key employees. The Board of Trustees' Executive Committee approves the salary and salary adjustments of the President/CEO. 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 X, Line 10: Land, Buildings, and Equipment: Section 1.263(a)-3(n) Election: Lund Family Center, Inc. 76 Glen Road, P.O. Box 4009 Burlington, VT 05406-4009 EIN: 03-0179434 Lund Family Center, Inc. is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n).