2024-03-13T10:18:42-05:00 2023-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 3800 GLENWOOD AVE SUITE 200 RALEIGH NC 27612 990 2022-07-01 560547491 TRIANGLE FAMILY SERVICES INC TRIA 9198210790 3937 WESTERN BLVD RALEIGH NC 27606 KIM CLARK BOARD TREASURER 9198210790 2024-03-12 1 KIM CLARK 999009999 0 BREE-ANN WEIDNER P01319397 9197821040 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LISA LOWE-HALL 3937 WESTERN BLVD RALEIGH NC 27606 3967178 0 X WWW.TFSNC.ORG X 1937 NC TRIANGLE FAMILY SERVICE'S MISSION IS TO BUILD A STRONGER COMMUNITY BY STENGTHENING THE FAMILY. 18 18 99 100 0 0 5170221 3340710 639148 587549 -5355 -60886 -5682 12143 5798332 3879516 1182513 424554 0 0 3259004 3250947 0 0 245249 809813 823190 5251330 4498691 547002 -619175 3446914 2853095 185160 210516 3261754 2642579 X THE MISSION OF TRIANGLE FAMILY SERVICES (TFS) IS TO BUILD A STRONGER COMMUNITY BY STRENGTHENING THE FAMILY. 1 1 922962 125 303103 MENTAL HEALTH: TFS PROVIDES OUTPATIENT THERAPY TO CHILDREN, ADULTS AND FAMILIES FOR AN ARRAY OF MENTAL HEALTH CONCERNS, WITH A FOCUS ON TREATING TRAUMA ACROSS THE LIFESPAN. TFS THERAPISTS ARE CREDENTIALED IN EVIDENCE-BASED THERAPIES FOR TRAUMA, WITH A SPECIALTY IN SERVING CHILDREN AND FAMILIES WHO EXPERIENCE SEXUAL ABUSE OR PROBLEM SEXUAL BEHAVIOR. THERAPEUTIC SERVICES ALSO INCLUDE PARENTING EDUCATION AND PARENT SUPPORT GROUPS. 238336 121392 FINANCIAL STABILITY: TFS HUD-CERTIFIED COUNSELORS OFFER INDIVIDUAL AND GROUP FINANCIAL COUNSELING SERVICES COVERING TOPICS SUCH AS BUDGETING, CREDIT REPAIR AND SAVINGS STRATEGIES. 669433 284446 FAMILY SAFETY: TFS PROVIDES PSYCHOEDUCATIONAL GROUPS AND INDIVIDUAL CASE MANAGEMENT FOR CLIENTS WHO HAVE BEEN COURT-ORDERED OR CPS-MANDATED TO ATTEND A DOMESTIC VIOLENCE INTERVENTION PROGRAM OR AN ANGER MANAGEMENT PROGRAM. ADDITIONALLY, TFS OFFERS SUPERVISED VISITATION FOR CHILDREN TO SPEND TIME WITH THEIR NON-CUSTODIAL PARENT AND FAMILY DURING UNRESOLVED LEGAL ISSUES OR FAMILY CRISIS, AS WELL AS FACILITATED EXCHANGE FOR OFF-SITE VISITATION TO MINIMIZE CHILD EXPOSURE TO PARENTAL CONFLICTS. 1571938 303037 HOMELESS & STREET OUTREACH: TFS PROVIDES A COMPREHENSIVE RANGE OF INTERVENTIONS IN THE LOCAL HOMELESS ENGAGEMENT SERVICE SYSTEM, TO INCLUDE STREET OUTREACH, EMERGENCY SHELTER SERVICES, RAPID REHOUSING, PERMANENT SUPPORTIVE HOUSING, AND EVICTION PREVENTION -- ALL INVOLVING A COMBINATION OF COMPREHENSIVE CASE MANAGEMENT AND FINANCIAL ASSISTANCE. 1571938 303037 3402669 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 57 0 1 99 1 0 0 0 0 0 1 1 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 NC X X TOM GEBBIA 9198210790 3937 WESTERN BLVD RALEIGH NC 27606 RUSS JONES CHAIR 1.00 X X 0 0 0 KIMBERLY BARTMAN VICE CHAIR 1.00 X X 0 0 0 MICHAEL SANDMAN SECRETARY 1.00 X X 0 0 0 KIM CLARK TREASURER 1.00 X X 0 0 0 NIDAL ALAWAR DIRECTOR 1.00 X 0 0 0 ANGELA BOYKIN DIRECTOR 1.00 X 0 0 0 JAMAL JONES DIRECTOR 1.00 X 0 0 0 JON JORDAN DIRECTOR 1.00 X 0 0 0 TAMI LANGTON DIRECTOR 1.00 X 0 0 0 FRANK LEMANSKI DIRECTOR 1.00 X 0 0 0 ANTONIA PEDROZA DIRECTOR 1.00 X 0 0 0 ERIN SMITH DIRECTOR 1.00 X 0 0 0 BILL SPRUILL DIRECTOR 1.00 X 0 0 0 WILLY STEWART DIRECTOR 1.00 X 0 0 0 JOLIA STOY DIRECTOR 1.00 X 0 0 0 CAROLINE SULLIVAN DIRECTOR 1.00 X 0 0 0 ROD WEBB DIRECTOR 1.00 X 0 0 0 EMILY ZIEGLER DIRECTOR 1.00 X 0 0 0 CARISSA D BORAM COO (01/01/22-08/05/22) 40.00 X 44587 0 0 SEAIRA M GREEN CPO (07/11/22-12/31/22) 40.00 X 67690 0 0 CHRISTINA B SAILSTAD COO (07/11/22-12/31/22) 40.00 X 43215 0 0 ALICE STAFFORD-LUTZ CEO (TERM - 01/01/23) 40.00 X 148400 0 0 LISA LOWE-HALL CEO (02/2023 - CURRENT) 40.00 X 0 0 0 VERDINA M WALKER DIR OF FINANCE (01/01/22-10/22/22) 40.00 X 72448 0 0 376340 0 0 1 0 0 0 0 50000 79100 2084109 1127501 3340710 IND/FAMILY COUNSELING 624100 303103 303103 FAMILY SAFETY FEES 624100 284446 284446 587549 12049 12049 72935 -72935 -72935 -72935 0 79100 14727 -14727 -14727 MISCELLANEOUS INCOME 900099 26870 26870 26870 3879516 587549 0 -48743 424554 424554 399870 70698 235177 93995 2333622 1890118 378841 64663 285326 233239 41479 10608 232129 148378 74204 9547 959 959 42799 37869 4930 311900 223331 43412 45157 81851 59012 12902 9937 136431 117792 9435 9204 73731 56524 17207 31618 29506 412 1700 21670 20435 907 328 34 29 5 62640 36240 26400 MEMBERSHIP DUES 56782 54944 1728 110 2775 2775 4498691 3402669 850773 245249 43986 337188 461863 592488 1329332 388790 72304 25394 104507 41629 1817898 387289 1398103 1430609 36819 36997 3446914 2853095 170510 152319 14650 58197 185160 210516 X 3261754 2642579 3261754 2642579 3446914 2853095 -619175 0 X 0 1 X 1 1 1 X 2632794 3153268 5428349 5170221 3340710 19725342 2632794 3153268 5428349 5170221 3340710 19725342 19725342 330 4786 174 316 12049 17655 715 26870 27585 19770582 2984395 0.99770 0.99970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 52119 -178 51941 44469 7650 52119 35148 9321 44469 36705 -1557 35148 36577 128 36705 1.00000 0.00000 0.00000 0 0 265272 265272 1390650 346886 1043764 92776 23142 69634 69200 17261 51939 1430609 X 3984678 17500 17500 3967178 -87662 -87662 3879516 4603853 17500 87662 105162 4498691 0 4498691 PART V, LINE 4: TRIANGLE FAMILY SERVICES, INC. HAS FUNDS ON DEPOSIT WITH THE TRIANGLE COMMUNITY FOUNDATION WHICH SERVE AS BOARD-DESIGNATED ENDOWMENT FUNDS TO BE USED FOR OPERATING EXPENSES. PART X, LINE 2: THE AGENCY IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE (IRC) AND THE APPLICABLE STATE TAX STATUTES. IN ADDITION, THE AGENCY QUALIFIES FOR THE CHARITABLE CONTRIBUTIONS DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN QUALIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2) OF THE IRC. MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY U.S. GAAP. MANAGEMENT BELIEVES THE AGENCY CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AS OF JUNE 30, 2023. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED THE AGENCY HAD NO SIGNIFICANT UNCERTAIN INCOME TAX POSITIONS AS OF JUNE 30, 2023. MANAGEMENT HAS ALSO NOT IDENTIFIED ANY UNRELATED BUSINESS INCOME REQUIRING THE AGENCY TO FILE A FORM 990-T, EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES -14,727. LOSS ON DISPOSAL OF ASSETS -72,935. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 14,727. LOSS ON DISPOSAL OF ASSETS 72,935. WAKEUP 79100 79100 14727 79100 79100 14727 14727 -14727 1 HOUSING 231 424554 HOUSING ASSISTANCE TRANSPORTATION ASSISTANCE FMV FOOD AND CLOTHING PART I, LINE 2: EMERGENCY HOUSING ASSISTANCE AND TRANSPORTATION PAYMENTS, FOOD, AND CLOTHING ARE MADE DIRECTLY TO HOUSING PROVIDERS AFTER ELIGIBILITY VERIFICATION HAS BEEN CONDUCTED. NO ADDITIONAL MONITORING IS CONSIDERED NECESSARY. FORM 990, PART III, LINE 2 CITY OF RALEIGH PREVENTION AND DIVERSION BEGAN MARCH 2023. WAKE COUNTY BRIDGE TO HOME BEGAN JANUARY 2023. BOTH PROGRAMS ARE TO ASSIST THE HOMELESS AND TO PREVENT HOMELESSNES. FORM 990, PART III, LINE 3 ALLIANCE BEHAVIORAL SATP WAS DISCONTINUED JUNE 2023. CITY OF RALEIGH BLDG RENOVATION WAS COMPLETED FEBRUARY 2023. CITY OF RALEIGH ESG-CV2 WAS COMPLETED MARCH 2023. GCC WAS COMPLETED JUNE 2023. WAKE COUNTY BLDG RENOVATION WAS COMPLETED MARCH 2023. WAKE COUNTY RRH/SO PROGRAM WAS COMPLETED JUNE 2023. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE PRESENTED TO THE FINANCE COMMITTEE UPON COMPLETION FOR REVIEW. THE TREASURER WILL THEN PRESENT THE FORM 990 TO THE BOARD OF DIRECTORS AT THE NEXT BOARD MEETING FOR INFORMATION PURPOSES ONLY. FORM 990, PART VI, SECTION B, LINE 12C ALL NEW BOARD MEMBERS ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY WHEN THEY ARE APPOINTED. WHEN EACH NEW OUTSIDE CONTRACT IS AWARDED, THEY ARE REVIEWED TO VERIFY THAT THERE ARE NO POTENTIAL CONFLICTS OF INTEREST. IN THE EVENT OF A POTENTIAL CONFLICT OF INTEREST DURING THE YEAR, THE BOARD MEMBER WITH THE POTENTIAL CONFLICT WILL RECUSE HIMSELF/HERSELF FROM THE DISCUSSION AND VOTE. FORM 990, PART VI, SECTION B, LINE 15 AN ANNUAL SALARY REVIEW IS DONE AND COMPARED TO INDUSTRY DATA INCLUDING THE NC CENTER FOR NON-PROFITS SALARY REPORT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE REVIEWED ANNUALLY AND AVAILABLE TO THE PUBLIC UPON REQUEST.