2026-04-20T16:47:19-05:00 2025-06-30 333709623 COHNREZNICK ADVISORY LLC 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2024-07-01 237212022 CHILD AND FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT INC CHIL 8604374550 7 VAUXHALL STREET NEW LONDON CT 06320 LISA BAXTER CHIEF FINANCIAL & ADMIN OFFICER 8604374550 2026-04-19 1 1 LAURA KIELCZEWSKI P00740769 9592007000 2026-04-17 2024 2025-03-06 01:10:19Z LISA BAXTER 7 VAUXHALL STREET NEW LONDON CT 06320 22900985 0 X WWW.CHILDANDFAMILYAGENCY.ORG X 1972 CT ADVANCING INDIVIDUAL AND COMMUNITY HEALTH 14 14 313 20 0 0 16135612 15301136 4450174 4159711 386953 298634 114060 240104 21086799 19999585 0 0 0 0 17341244 17223470 0 0 315677 4498323 5157570 21839567 22381040 -752768 -2381455 11143072 10196101 2873661 3992483 8269411 6203618 ADVANCING INDIVIDUAL AND COMMUNITY HEALTH 0 0 10984617 2378415 COUNSELING: OFFICE BASED - 1,176 CHILDREN/ADULTS. IN-HOME SERVICES - 495 CHILDREN/ADULTS. HEALTHY FUTURES IS A MIDDLESEX COUNTY BASED, IN-HOME PROGRAM IN PARTNERSHIP WITH MIDDLESEX HEALTH AND THE CONNECTICUT COMMUNITY DOULAS LLC: 81 FAMILIES SERVED IN THE YEAR. A NEW DCF-FUNDED PROGRAM, THE URGENT CRISIS CENTER (UCC), LAUNCHED IN AUGUST 2023. IT IS ONE OF ONLY FOUR SUCH CENTERS IN THE STATE, OFFERING IMMEDIATE, NO-APPOINTMENT-NEEDED CARE TO CHILDREN AND TEENS FACING MENTAL HEALTH OR BEHAVIORAL HEALTH CRISIS. TOTAL CHILDREN/ADOLESCENTS SERVED WAS 453 IN FY25. 5231448 1348561 SCHOOL BASED & SCHOOL LINKED HEALTH CENTERS - 20,900 VISITS TO CENTERS (12,300 MENTAL HEALTH AND 8,600 MEDICAL). OUR SCHOOL-BASED HEALTH CENTERS OFFER COMPREHENSIVE OUTPATIENT MEDICAL AND MENTAL HEALTH SERVICES WITHIN THE SCHOOL ENVIRONMENT. CFA CURRENTLY OPERATES 20 LICENSED SBHCS ACROSS NEW LONDON COUNTY. 2019185 525448 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 157 CHILDREN. 149 FAMILIES SERVED THROUGH OUR NEW LONDON AND GROTON FAMILY RESOURCE CENTERS. 12583 12583 18247833 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 53 0 1 313 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 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 CAROL MARZETTA OUTGOING BOARD SECRETARY 0.50 X X 0 0 0 CHRISTINE HAMMOND BOARD DIRECTOR 0.55 X 0 0 0 DEREK PIRRUCCELLO OUTGOING BOARD DIRECTOR 1.00 X 0 0 0 DR SHANTHI MOGALI BOARD DIRECTOR 0.30 X 0 0 0 ELLEN BROWN BOARD SECRETARY 2.10 X X 0 0 0 FRED BOATENG OUTGOING BOARD DIRECTOR 0.30 X 0 0 0 HARRY FERGUSON BOARD VICE CHAIR 1.50 X X 0 0 0 HARWOOD COMSTOCK BOARD DIRECTOR 3.10 X 0 0 0 LYNNE WILSON BOARD DIRECTOR 0.15 X 0 0 0 MARK HERTER BOARD DIRECTOR 0.40 X 0 0 0 MARK SPINNATO BOARD DIRECTOR 0.80 X 0 0 0 MATT WILLIAMS BOARD DIRECTOR 0.50 X 0 0 0 MATTHEW SPRING OUTGOING BOARD VICE-CHAIR 0.40 X X 0 0 0 MICHELLE MARRA BOARD DIRECTOR 1.20 X 0 0 0 NEIL BALLOTTE OUTGOING BOARD DIRECTOR 0.30 X 0 0 0 PAT VARHOLY BOARD DIRECTOR 1.80 X 0 0 0 SEAN DAVIES BOARD DIRECTOR 0.30 X 0 0 0 TERESA BURBANK BOARD CHAIR 8.80 X X 0 0 0 LISA BAXTER CHIEF FINANCIAL & ADMINISTRATIVE OFFICER 40.00 X 160657 0 49604 LISA OTTO CHIEF EXECUTIVE OFFICER 40.00 X 180899 0 61270 COURTNEY SEELY MANAGING DIRECTOR OF BEHAVIORAL HEALTH SERVICES 32.00 X 123330 0 37676 DR ALLANA LEE MEDICAL DIRECTOR 40.00 X 407053 0 51979 ERIN SAYLOR CHIEF OPERATING OFFICER 40.00 X 167308 0 10034 JASON LAWRENCE CHIEF INFORMATION OFFICER 40.00 X 175000 0 3500 SARA LAMBERT PEDIATRIC NURSE PRACTITIONER 40.00 X 179819 0 35934 1394066 0 249997 12 0 1 0 UNITED COMMUNITY & FAMILY SERVICES INC 34 EAST TOWN STREET NORWICH CT 06360 COMMUNITY SERVICES 1153143 ECLINICAL WORKS LLC PO BOX 847950 BOSTON MA 01581 TECHNOLOGY SERVICES 252289 MIDDLESEX HOSPITAL 28 CRESCENT STREET MIDDLETOWN CT 06457 COMMUNITY SERVICES 180842 BLACKBURN BUILDING SERVICES 218 REAR BOSTON POST RD WATERFORD CT 06385 CLEANING SERVICES 140705 4 213234 39219 14665216 383467 167647 15301136 COUNSELING, SCHOOL BASED, CHILDCA 624100 3953550 3953550 WORKSHOPS & CONTRACTS 624100 206161 206161 4159711 167514 167514 14634 14634 2967918 2833195 3603 134723 -3603 131120 131120 197359 39219 64602 132757 132757 92713 92713 92713 19999585 4252424 0 446025 458230 378680 76012 3538 13816333 11497997 2199496 118840 424742 341851 81000 1891 1411238 1135826 269128 6284 1112927 911592 175648 25687 101558 101558 78750 78750 26300 26300 52261 52261 1719598 1542438 105610 71550 119411 80199 39212 229657 189372 5084 35201 762191 603799 154851 3541 616124 527465 88657 2 214798 208278 6520 1399 960 439 217917 177575 36641 3701 136789 9234 127300 255 SUPPLIES 468483 430054 37499 930 SPECIAL EVENTS EXPENSES 38698 38698 ORGANIZATION DUES 22565 11313 11177 75 DIRECT SERVICE COSTS 19369 18325 1044 331702 182875 143343 5484 22381040 18247833 3817530 315677 373 373 861334 562656 1150824 668856 191104 63228 188141 138380 8060986 4217486 3671802 3843500 4827934 4743531 251560 175577 11143072 10196101 1572475 1634637 78573 72533 677279 1284440 275000 800000 270334 200873 2873661 3992483 X 7026338 4833468 1243073 1370150 8269411 6203618 11143072 10196101 -2381455 315662 0 X 0 1 X 1 1 1 X 11824095 12657805 12589073 16135612 15301136 68507721 11824095 12657805 12589073 16135612 15301136 68507721 68507721 150460 361847 193022 173062 182148 1060539 96336 132757 229093 90566 56736 32264 17724 92713 290003 70087356 20159882 0.97750 0.97950 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - 2020 AMOUNT: $ 90,566. 2021 AMOUNT: $ 56,736. 2022 AMOUNT: $ 32,264. 2023 AMOUNT: $ 17,724. 2024 AMOUNT: $ 92,713. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26300 26300 22354740 22381040 1000000 250000 0 0 965841 1000000 1000000 1000000 3965841 5948762 24450 24450 25700 26300 100900 241460 250000 250000 250000 991460 1487190 3038520 50000 293733 655089 2727164 3749266 50000 114130 874876 3038520 4007686 91955 350375 3749266 4578865 2007 -123447 449739 4007686 4835435 80295 415635 752500 4578865 0.81671 0.18329 0 0 397095 397095 6952130 3583173 3368957 591953 574379 17574 119808 59934 59874 3843500 LEASE LIABILITIES 200873 200873 X 20327588 315662 64602 380264 19947324 52261 52261 19999585 22393381 64602 64602 22328779 52261 52261 22381040 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: THE AGENCY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND, THEREFORE, HAS NO PROVISION FOR FEDERAL OR STATE INCOME TAXES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE AGENCY AND HAS CONCLUDED THAT, AS OF JUNE 30, 2025 AND 2024, THERE ARE NO UNCERTAIN TAX POSITIONS 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 2022 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 64,602. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 64,602. OKTOBERFEST 163773 34044 129729 36635 CFA GOLF TOURNAMENT 72805 5175 67630 27967 236578 39219 197359 64602 64602 132757 X X 0 0 0 0 0 0 0 0 0 DR ALLANA LEE MEDICAL DIRECTOR 407053 0 0 0 0 0 19797 0 32182 0 459032 0 0 0 LISA OTTO CHIEF EXECUTIVE OFFICER 180899 0 0 0 0 0 29850 0 31420 0 242169 0 0 0 SARA LAMBERT PEDIATRIC NURSE PRACTITIONER 179819 0 0 0 0 0 13004 0 22930 0 215753 0 0 0 LISA BAXTER CHIEF FINANCIAL & ADMINISTRATIVE OFF 160657 0 0 0 0 0 27378 0 22226 0 210261 0 0 0 JASON LAWRENCE CHIEF INFORMATION OFFICER 175000 0 0 0 0 0 3500 0 0 0 178500 0 0 0 ERIN SAYLOR CHIEF OPERATING OFFICER 167308 0 0 0 0 0 10034 0 0 0 177342 0 0 0 COURTNEY SEELY MANAGING DIRECTOR OF BEHAVIORAL HEAL 123330 0 0 0 0 0 6819 0 30857 0 161006 0 0 0 X 1 4948 FMV X 1 112414 FMV X MISCELLANEOUS 69 50285 FMV 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. 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 MAKE AVAILABLE ON ITS WEBSITE.