2024-07-24T07:33:49-05:00 2023-12-31 341873282 CBIZ MHM LLC 222 SOUTH 9TH STREET SUITE 1000 MINNEAPOLIS MN 55402 990 2023-01-01 416045574 FAMILYMEANS FAMI 6514394840 1875 NORTHWESTERN AVENUE SOUTH STILLWATER MN 55082 JIM KROENING PRESIDENT AND CEO 6514394840 2024-07-18 1 JIM KROENING 999009999 0 BRUCE THIEL P00526510 6123397811 2024-07-18 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z JIM KROENING 1875 NORTHWESTERN AVENUE SOUTH STILLWATER MN 55082 7796570 0 X WWW.FAMILYMEANS.ORG X 1963 MN FAMILYMEANS STRENGTHENS COMMUNITIES BY HELPING INDIVIDUALS AND FAMILIES. 15 14 65 112 0 0 2444300 1994220 2209643 2515182 133114 141680 38534 53243 4825591 4704325 0 0 0 0 2885448 3385235 0 0 267018 1561895 1618610 4447343 5003845 378248 -299520 15210556 15531003 302069 266362 14908487 15264641 X FAMILYMEANS STRENGTHENS COMMUNITIES BY HELPING INDIVIDUALS AND FAMILIES THROUGH CHALLENGES IN ALL LIFE STAGES. 0 0 2619157 2124322 COUNSELING AND THERAPY - SEE SCHEDULE O 564819 301916 FINANCIAL SOLUTIONS - SEE SCHEDULE O 595048 71497 CAREGIVING AND AGING - SEE SCHEDULE O 443028 YOUTH DEVELOPMENT - FAMILYMEANS PROVIDES FREE, HIGH-QUALITY AFTER SCHOOL AND SUMMER PROGRAMMING FOR YOUTH AGES 5 THROUGH 18 LIVING IN THE MOBILE HOME CITY OF LANDFALL, MINNESOTA, AND THE PRIVATELY-OWNED CIMARRON MOBILE HOME COMMUNITY IN LAKE ELMO, MINNESOTA. BOTH COMMUNITIES ARE HOME TO LOW-INCOME, DIVERSE, AND AT-RISK POPULATIONS OF YOUTH WHO ARE SOCIALLY AND PHYSICALLY ISOLATED FROM SURROUNDING COMMUNITIES. EACH SITE OFFERS A CHILDREN'S PROGRAM AND A TEEN PROGRAM. THE GOAL OF THE YOUTH DEVELOPMENT INITIATIVES IS EQUIPPING YOUTH TO LEARN, THRIVE, CONNECT, AND CONTRIBUTE THROUGHOUT THEIR LIVES. PARTICIPATING YOUTH CAN EXPLORE ART, SCIENCE, MUSIC, COOKING, AND TECHNOLOGY SKILL-BUILDING IN A FREE-CHOICE, DROP-IN ENVIRONMENT. ACTIVITIES ALSO INCLUDE FIELD TRIPS, COMMUNITY SERVICE, SPORTS, FITNESS AND RECREATION, LEADERSHIP DEVELOPMENT, AND ORGANIZING COMMUNITY EVENTS. HELP WITH SCHOOLWORK IS AVAILABLE DAILY.THE READY TO BE PROGRAM GUIDES TEENS IN THOUGHTFUL PREPARATION FOR POSTSECONDARY LIFE. IN 2023, 230 CHILDREN AND YOUTH ATTENDING OUR PROGRAMS. IN YEAR-END SURVEYS, YOUTH STATE THAT OUR PROGRAMMING CONNECTS THEM WITH CARING AND RESPONSIVE STAFF, OFFERS THEM NEW LEARNING OPPORTUNITIES, HELPS THEM DEVELOP RELATIONAL SKILLS, GUIDES THEM ABOUT THEIR FUTURES, AND ENABLES THEM TO CONTRIBUTE TO COMMUNITY LIFE. 13665 17447 EMPLOYEE ASSISTANCE - COMPANIES CONTRACT WITH THE ORGANIZATION TO PROVIDE SERVICES THAT NURTURE A HEALTHY WORKFORCE AND WORK ENVIRONMENT. UNDER THIS BENEFIT, EMPLOYEES AND THEIR FAMILY MEMBERS HAVE ACCESS TO LEGAL SERVICES AND THE ORGANIZATION'S PROGRAMS FOR CONFIDENTIAL HELP WITH PERSONAL MATTERS. THE PROGRAM ALSO PROVIDES TRAINING, MEDIATION, CRITICAL INCIDENT STRESS DEBRIEFINGS AND CONSULTATION TO MANAGEMENT. 456693 17447 4235717 1 1 0 0 0 0 0 0 1 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 65 1 0 0 0 0 0 1 1 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN WI X X DOUG ELLIOTT 6514394840 1875 NORTHWESTERN AVE S STILLWATER MN 55082 BRIAN GUNDERSON BOARD CHAIR 1.00 X X 0 0 0 MELISSA HARRIS VICE CHAIR 1.00 X X 0 0 0 JOSH ZIGNEGO SECRETARY 1.00 X X 0 0 0 PETER MATZEK TREASURER 1.00 X X 0 0 0 LINDSAY BELLAND BOARD MEMBER 1.00 X 0 0 0 BOB CLARK BOARD MEMBER 1.00 X 0 0 0 ANU GREEN BOARD MEMBER 1.00 X 0 0 0 HEIDI HUBBARD MD BOARD MEMBER 1.00 X 0 0 0 MIKE LYNER BOARD MEMBER 1.00 X 0 0 0 JESSICA MELETIOU BOARD MEMBER 1.00 X 0 0 0 RAJEAN MOONE PHD BOARD MEMBER 1.00 X 0 0 0 CLARK SHROEDER BOARD MEMBER 1.00 X 0 0 0 JAMES KROENING PRESIDENT & CEO 40.00 X X 121701 0 17192 DOUG ELLIOTT DIRECTOR OF FINANCE 40.00 X 82645 0 14677 MARISSA KROPP BOARD MEMBER 1.00 X 0 0 0 CARMEN COLOMBO BOARD MEMBER 1.00 X 0 0 0 MATTHEW SALISBURY BOARD MEMBER 1.00 X 0 0 0 204346 0 31869 1 0 0 0 0 109463 22228 468601 1393928 17578 1994220 COUNSELING AND THERAPY 624100 2124322 2124322 FINANCIAL SOLUTIONS 624100 301916 301916 CAREGIVING AND AGING 624100 71497 71497 EMPLOYEE ASSISTANCE 624100 17447 17447 2515182 165054 165054 3023966 3047340 -23374 -23374 -23374 96206 22228 44905 51301 51301 OTHER REVENUE 900099 1942 1942 1942 4704325 2515182 0 194923 236215 201492 34723 2655101 2340217 121727 193157 286284 261692 11061 13531 207635 171168 20205 16262 2980 2980 49540 49540 11325 11325 425864 423719 2145 2519 1745 54 720 59771 49397 8017 2357 86365 71532 8751 6082 258427 238523 19904 23428 22327 1053 48 233380 213412 19968 56308 48881 7427 PROGRAM EXPENSE 198260 196676 1762 -178 BAD DEBT 72126 72126 MISCELLANEOUS 70104 58835 11218 51 MEMBERSHIP/ACCREDITATIO 42039 40449 1590 26174 25018 891 265 5003845 4235717 501110 267018 311162 315054 3682920 3246333 134452 96000 368336 357391 29889 39809 7552199 3026741 4385552 4525458 3027237 3323781 3200774 3581287 70234 45890 15210556 15531003 231589 216650 3500 70480 46212 302069 266362 X 11479683 11693974 3428804 3570667 14908487 15264641 15210556 15531003 -299520 655674 0 X 0 1 X 1 0 X 2358891 3117069 2443249 2444300 1994220 12357729 2411376 2305487 2318127 2209643 2515182 11759815 4770267 5422556 4761376 4653943 4509402 24117544 842506 732405 614702 328000 401700 2919313 0 842506 732405 614702 328000 401700 2919313 21198231 60768 110845 96394 86964 165054 520025 60768 110845 96394 86964 165054 520025 21629 11910 38534 53243 125316 4852664 5545311 4857770 4779441 4727699 24762885 0.85600 0.85900 0.02100 0.01680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 2434 3755263 3756782 915 0 3371780 173512 415064 325000 3635356 3834927 237500 -621373 52631 26643 3371780 2658449 1172609 394906 367888 23149 3834927 2390430 306593 17907 20667 2658449 2034187 395001 17756 21002 2390430 0.01800 0.98200 1 0 791704 791704 4795604 1815886 2979718 86975 84078 2897 1732398 1078068 654330 145518 48709 96809 4525458 ST CROIX VALLEY FOUNDATION 3083973 F ST PAUL FOUNDATION 497314 F 3581287 LEASE LIABILITY 46212 46212 X 5426462 655674 77788 733462 4693000 11325 11325 4704325 5070308 77788 77788 4992520 11325 11325 5003845 PART IV, LINE 1B: THE ORGANIZATION ACTS IN A FIDUCIARY CAPACITY AS CUSTODIANS OF CLIENT FUNDS ENTRUSTED TO THEM. THESE FUNDS ARE KEPT SEPARATELY AND ARE SEGREGATED FROM OPERATING ACCOUNT FUNDS. CLIENT FUNDS ARE DEPOSITED IN A SEPARATE CLIENT DEPOSIT ACCOUNT IN A FEDERALLY INSURED FINANCIAL INSTITUTION. PART V, LINE 4: FAMILYMEANS HAS THREE PROGRAM ENDOWMENTS. THROUGH ANNUAL GRANTS, IF NEEDED, THE TWO PROGRAM ENDOWMENTS HELP TO SUPPORT AGENCY PROGRAMS. THE PURPOSE OF THE FACILITY FUND IS TO PAY FOR MAJOR REPAIRS AND MAINTENANCE TO THE BUILIDNG AND GROUNDS OF FAMILYMEANS. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSTIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNZED BY THE ORGANIZATION FOR UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023 AND 2022. BETTER IS POSSIBLE 118434 22228 96206 3295 9096 32514 118434 22228 96206 3295 9096 32514 44905 51301 PART III, LINE 4A COUNSELING AND THERAPY FAMILYMEANS IS A MN AND WI LICENSED MENTAL HEALTH COMMUNITY CENTER WITH OFFICES IN HUDSON, STILLWATER, ST. PAUL, AND 16 SCHOOLS LOCATED IN 2 MINNESOTA AND 1 WISCONSIN DISTRICTS. SERVICES INCLUDE OUTPATIENT ASSESSMENT AND COUNSELING SERVICES TO ADDRESS A WIDE VARIETY OF MENTAL HEALTH ISSUES TO ALL WHO REQUEST SERVICES, REGARDLESS OF ABILITY TO PAY. THE CENTER FOR GRIEF AND LOSS IN ST. PAUL OFFERS SPECIALIZED OUTPATIENT SERVICES FOR CLIENTS WHO HAVE EXPERIENCED COMPLICATED OR AMBIGUOUS LOSS, AND SIGNIFICANT TRAUMA. THE GOAL OF THE MENTAL HEALTH AND COUNSELING PROGRAM IS TO HELP CLIENTS UNDERSTAND THEIR PROBLEMS AND SEE WAYS TO BEGIN SOLVING THESE PROBLEMS. INDIVIDUAL ASSESSMENTS ARE COMPLETED AND THERAPY IS OFFERED TO CHILDREN, ADOLESCENTS, AND ADULTS TO MITIGATE ISSUES SUCH AS EMOTIONAL DISTURBANCES OF DEPRESSION OR ANXIETY, SCHOOL OR EMPLOYMENT PROBLEMS, AND OTHER PERSONAL OR RELATIONSHIP CONCERNS. FAMILY THERAPY ASSISTS GROUPS OF PEOPLE FUNCTIONING AS A FAMILY UNIT WITH ISSUES SUCH AS COMMUNICATION, CONFLICT, AND PARENTING. GROUP THERAPY IS TOPIC-SPECIFIC AND VARIABLE; GROUPS MAY BE IN LONG-TERM OR TIME-LIMITED FORMATS. SCHOOL-LOCATED COUNSELING PROGRAMS ALLOW STUDENTS TO ACCESS MENTAL HEALTH THERAPY WITHOUT TRANSPORTATION, FINANCIAL OR SCHEDULING CONCERNS; CHILDREN IN TRANSITION GROUPS IN ELEMENTARY SCHOOLS ARE OFFERED TO STUDENTS WHOSE PARENTS ARE DIVORCING, AND A MENTAL HEALTH SCREENING IS OFFERED TO 7TH AND 9TH GRADERS IN THE PRESCOTT SCHOOL DISTRICT. OUR SCHEDULING GOAL IS TO ARRANGE APPOINTMENTS WITHING 3 WEEKS OF AN INITIAL CALL FOR HELP. IN 2023, WE PROVIDED COUNSELING SERVICES TO 867 PEOPLE IN OUR STILLWATER AND HUDSON OFFICES, 405 IN ST. PAUL, AND 316 STUDENTS IN SCHOOL-BASED COUNSELING, WITH AN ADDITIONAL 83 STUDENTS WITH NON-THERAPY CONTACT. PART III, LINE 4B FINANCIAL SOLUTIONS FINANCIAL SOLUTIONS OFFERS COMPREHENSIVE SERVICES AIMED AT EMPOWERING INDIVIDUALS AND FAMILIES TO ACHIEVE FINANCIAL AND HOUSING STABILITY. OUR OFFERINGS INCLUDE BUDGET AND DEBT COUNSELING, HUD HOUSING COUNSELING, A DEBT MANAGEMENT PROGRAM, AND FINANCIAL EDUCATION. THROUGH ONE-ON-ONE SESSIONS WITH CERTIFIED CONSUMER CREDIT COUNSELORS, CLIENTS RECEIVE PERSONALIZED GUIDANCE ON UNDERSTANDING THEIR FINANCIAL SITUATION, EXPLORING REPAYMENT AND SAVING STRATEGIES, CREATING PRACTICAL BUDGETS, AND ESTABLISHING LONG-TERM FINANCIAL GOALSALL PROVIDED AT NO COST. FOR SOME CLIENTS, ENROLLMENT IN OUR DEBT MANAGEMENT PROGRAM ENABLES THEM TO REPAY UNSECURED DEBT WHILE SAVING SIGNIFICANT INTEREST AND FEES OVER A FIXED PERIOD. FAMILYMEANS DOES NOT PAY THEIR DEBT BUT DESIGNS A PROGRAM IN COORDINATION WITH THEIR CREDITORS THAT PROVIDES THEM WITH A MANAGEABLE PAYMENT PLAN. OUR FINANCIAL EDUCATION PROGRAMS, CONDUCTED IN VARIOUS SETTINGS FOR BOTH STUDENTS AND ADULTS, AIM TO IMPART MONEY MANAGEMENT SKILLS TO MITIGATE FINANCIAL CHALLENGES. IN 2023, WE SERVED OVER 1000 FAMILIES THROUGH BUDGET AND DEBT COUNSELING, AND OUR DEBT MANAGEMENT CLIENTS REPAID $3.7 MILLION IN UNSECURED DEBT. ADDITIONALLY, WE CONDUCTED 100 FINANCIAL EDUCATION PROGRAMS, ATTENDED SEVERAL RESOURCE FAIRS AND REACHED APPROXIMATELY 1500 INDIVIDUALS. PART III, LINE 4C CAREGIVING AND AGING PROVIDING CARE TO AN OLDER ADULT OR A YOUNGER PERSON WITH SPECIAL NEEDS CAN BECOME A STRAIN FOR THE CAREGIVER EMOTIONALLY, PHYSICALLY, AND FINANCIALLY. SINCE 1986, FAMILYMEANS HAS OFFERED A VARIETY OF SERVICES TO HELP THESE UNPAID FAMILY AND FRIEND CAREGIVERS EFFECTIVELY MANAGE AND SUSTAIN THIS IMPORTANT ROLE WHILE STAYING WELL THEMSELVES. WE PROVIDE EDUCATION, COACHING AND CONSULTATIONS, INFORMATION AND REFERRAL, SUPPORT GROUPS, AND GROUP AND IN-HOME RESPITE. CAREGIVERS RECEIVE GUIDANCE, RESOURCE CONNECTIONS, PROFESSIONAL AND PEER SUPPORT, AND REGULAR RESPITE BREAKS THAT GIVE THEM TIME TO THEMSELVES. AS A RESULT, CAREGIVERS' STRESS AND ISOLATION DECREASE, AND THEIR CONFIDENCE AND CAPABILITY INCREASE. RECOGNIZING THE AGING OF OUR COMMUNITY AND THE INCREASING PREVALENCE OF DEMENTIA, WE HAVE SPECIALIZED PROGRAMMING FOCUSED ON OLDER ADULTS AND FAMILIES EXPERIENCING MEMORY LOSS. WE PROVIDE EDUCATION AND GUIDANCE TO INDIVIDUALS WHO ARE EXPLORING THE POSSIBILITIES OF THEIR OLDER YEARS, OFFER MEMORY SCREENINGS, SPECIALIZED DEMENTIA-RELATED SUPPORT GROUPS, AND MEANINGFUL OPPORTUNITIES FOR FAMILIES TO BE TOGETHER DESPITE PHYSICAL AND COGNITIVE CHALLENGES. TO WORK TOWARD LONG-TERM CHANGE WE ENGAGE COMMUNITY PARTNERS TO PLAN AND ACT TOGETHER TO DEVELOP A MORE AGE FRIENDLY COMMUNITY. WE USE A COMBINATION OF VIRTUAL AND IN-PERSON METHODS WHEN POSSIBLE TO MAKE OUR SERVICES ACCESSIBLE AND EFFECTIVE FOR USERS IN VARIOUS CIRCUMSTANCES. IN 2023, WE PROVIDED OVER 8,950 HOURS OF CAREGIVER SUPPORT AND AGING SERVICES FOR OVER 2,200 PARTICIPANTS. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS THE 990 AND APPROVES IT. THE MINUTES OF THE AUDIT COMMITTEE MEETING AND THE 990 ARE INCLUDED IN AN EMAIL TO THE BOARD FOR THE BOARD MEETING. THE 990 IS AVAILABLE TO ALL BOARD MEMBERS WHO ARE INTERESTED IN REVIEWING IT. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE FULL BOARD AND ALL OF THE OFFICERS OF THE AGENCY FILL OUT AND SIGN A NEW CONFLICT OF INTEREST DISCLOSURE FORM. AT THE BOARD AND MANAGEMENT MEETINGS, WHERE THE FORMS ARE SIGNED, EVERYONE IN THE ROOM IS ASKED AT THAT TIME, TO VERBALLY DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST. IF AT THAT TIME, ANY BOARD OR MANAGEMENT MEMBER FELT THAT A CONFLICT EXISTED, THE FULL BOARD WOULD REVIEW, AND IF NECESSARY IMPLEMENT ANY POSSIBLE RESTRICTIONS ON THE PERSON WITH THE CONFLICT. THE PRESIDENT OF FAMILYMEANS LEAVES THE BOARD ROOM WHEN THE BOARD IS DISCUSSING HIS/HER ANNUAL PERFORMANCE REVIEW AND ANY POSSIBLE SALARY ADJUSTMENTS. OTHER THAN THIS, THERE HAVE BEEN NO ISSUES BROUGHT BEFORE THE BOARD THAT MIGHT CREATE A CONFLICT OF INTEREST. ALL EMPLOYEES OF FAMILYMEANS SIGN A CONFLICT OF INTEREST DISCLOSURE AT THE TIME OF THEIR INITIAL EMPLOYMENT. THE HR MANAGER AND PRESIDENT REVIEW THE DISCLOSURES TO DETERMINE IF ANY CONFLICT DOES INDEED EXIST. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE PRESIDENT OF FAMILYMEANS IS ESTABLISHED BY THE BOARD OF DIRECTORS, BASED ON COMPARABLE DATA AVAILABLE FROM VARIOUS NONPROFIT SALARY SURVEYS. ON AN ANNUAL BASIS THE BOARD CHAIR REVIEWS THE PRESIDENT'S PERFORMANCE. A SUMMARY OF THIS REVIEW IS BROUGHT TO THE FULL BOARD. IN A CLOSED MEETING THE BOARD REVIEWS BOTH PERFORMANCE AND PAY. SALARY ADJUSTMENTS, IF ANY, ARE MADE AT THIS TIME. THE BOARD CHAIR KEEPS MINUTES OF THE REVIEW PROCESS. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN JUNE 2023. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, ARTICLES OF INCORPORATION, BYLAWS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.