2025-08-07T14:57:30-05:00 2024-12-31 341873282 CBIZ ADVISORS LLC 222 SOUTH 9TH STREET SUITE 1000 MINNEAPOLIS MN 55402 990 2024-01-01 416045574 FAMILYMEANS FAMI 6514394840 1875 NORTHWESTERN AVENUE SOUTH STILLWATER MN 55082 JIM KROENING PRESIDENT AND CEO 6514394840 2025-07-24 1 1 BRUCE THIEL P00526510 6123397811 2025-07-24 2024 2025-03-06 01:10:19Z JIM KROENING 1875 NORTHWESTERN AVENUE SOUTH STILLWATER MN 55082 5732948 0 X WWW.FAMILYMEANS.ORG X 1963 MN FAMILYMEANS STRENGTHENS COMMUNITIES BY HELPING INDIVIDUALS AND FAMILIES. 14 14 70 130 0 0 1994220 2656368 2515182 2714779 141680 281600 53243 50787 4704325 5703534 0 0 0 0 3385235 3595873 0 0 223513 1618610 1746857 5003845 5342730 -299520 360804 15531003 16620328 266362 441798 15264641 16178530 X FAMILYMEANS STRENGTHENS COMMUNITIES BY HELPING INDIVIDUALS AND FAMILIES THROUGH CHALLENGES IN ALL LIFE STAGES. 0 0 2769069 2311571 COUNSELING AND THERAPY - SEE SCHEDULE O 658905 331386 FINANCIAL SOLUTIONS - SEE SCHEDULE O 677345 59717 CAREGIVING AND AGING - SEE SCHEDULE O 454484 0 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 2024, 211 CHILDREN AND YOUTH ATTENDED 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. 10794 12105 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. 465278 12105 4570597 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 27 0 70 1 0 0 0 0 0 1 1 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 MN WI X X DOUG ELLIOTT 6514394840 1875 NORTHWESTERN AVE S STILLWATER MN 55082 MELISSA HARRIS BOARD CHAIR 1.00 X X 0 0 0 BOB CLARK VICE CHAIR 1.00 X X 0 0 0 MATTHEW SALISBURY 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 CARMEN COLOMBO BOARD MEMBER 1.00 X 0 0 0 ANU GREEN BOARD MEMBER 1.00 X 0 0 0 MARISSA KROPP BOARD MEMBER 1.00 X 0 0 0 SHAWN LOHMANN 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 JOE PAIEMENT BOARD MEMBER 1.00 X 0 0 0 CLARK SHROEDER BOARD MEMBER 1.00 X 0 0 0 JENNY TERWEDO BOARD MEMBER 1.00 X 0 0 0 JAMES KROENING PRESIDENT & CEO 40.00 X X 124790 0 19217 DOUG ELLIOTT DIRECTOR OF FINANCE 40.00 X 82854 0 17781 207644 0 36998 1 0 0 0 0 102885 48906 537079 1967498 2656368 COUNSELING AND THERAPY 624100 2311571 2311571 FINANCIAL SOLUTIONS 624100 331386 331386 CAREGIVER AND AGING 624100 59717 59717 EMPLOYEE ASSISTANCE 624100 12105 12105 2714779 232332 232332 1000 0 1000 1000 1000 49268 0 49268 49268 49268 77200 48906 29414 47786 47786 OTHER REVENUE 900099 2001 2001 2001 5703534 2714779 0 332387 244642 208640 36002 2836174 2542443 176471 117260 294266 268979 -879 26166 220791 185562 22465 12764 9783 9783 39940 39940 17107 17107 469846 469846 3005 2386 9 610 60879 49154 4037 7688 84405 71033 4760 8612 247530 228916 11162 7452 22645 21326 787 532 231685 209845 21840 59520 52390 4312 2818 PROGRAM EXPENSE 301371 280568 19529 1274 MISCELLANEOUS 88068 78622 7769 1677 MEMBERSHIP/ACCREDITATIO 50374 49363 460 551 BAD DEBT 34127 34127 26572 26037 428 107 5342730 4570597 548620 223513 315054 354921 3246333 3702882 96000 147762 357391 305226 39809 77406 7723032 3258426 4525458 4464606 3323781 3581771 3581287 3909756 45890 75998 15531003 16620328 216650 294704 3500 17903 53115 46212 76076 266362 441798 X 11693974 12273884 3570667 3904646 15264641 16178530 15531003 16620328 360804 553085 0 X 0 1 X 1 0 X 3117069 2443249 2444300 1994220 2656368 12655206 2305487 2318127 2209643 2515182 2714777 12063216 5422556 4761376 4653943 4509402 5371145 24718422 732405 614702 328000 401700 829100 2905907 0 732405 614702 328000 401700 829100 2905907 21812515 110845 96394 86964 165054 233332 692589 110845 96394 86964 165054 233332 692589 11910 38534 53243 49787 153474 5545311 4857770 4779441 4727699 5654264 25564485 0.85320 0.85600 0.02710 0.02100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 3635356 132321 444520 238290 3973907 3371780 173512 415064 325000 3635356 3834927 237500 -621373 52631 26643 3371780 2658449 1172609 394906 367888 23149 3834927 2390430 306593 17907 20667 2658449 0.01740 0.98260 1 0 791704 791704 4795603 1947237 2848366 86975 86975 0 1903232 1165804 737428 145518 58410 87108 4464606 ST CROIX VALLEY FOUNDATION 3396690 F ST PAUL FOUNDATION 513066 F 3909756 LEASE LIABILITY 76076 76076 X 6317300 553085 77788 630873 5686427 17107 17107 5703534 5403411 77788 77788 5325623 17107 17107 5342730 PART IV, LINE 2B: 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. BETTER IS POSSIBLE 124241 48906 75335 3346 9380 16689 124241 48906 75335 3346 9380 16689 29415 45920 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 WHILE REDUCING POTENTIAL BARRIERS SUCH AS TRANSPORTATION, FINANCIAL OR SCHEDULING CONCERNS; CHILDREN IN TRANSITION GROUPS IN ELEMENTARY SCHOOLS ARE OFFERED TO STUDENTS WHOSE PARENTS ARE DIVORCING, AS WELL AS OTHER GROUP TOPICS AS NEEDED AT EACH SCHOOL LEVEL. OUR SCHEDULING GOAL IS TO ARRANGE APPOINTMENTS WITHING 3 WEEKS OF AN INITIAL CALL FOR HELP. IN 2024, WE PROVIDED COUNSELING SERVICES TO 896 PEOPLE IN OUR STILLWATER AND HUDSON OFFICES, 429 IN ST. PAUL, AND 342 STUDENTS IN SCHOOL-BASED COUNSELING, WHILE ALSO PROVIDING 1,219 STAFF CONTACTS AND OVER 1,070 PARENT CONTACTS. PART III, LINE 4B FINANCIAL SOLUTIONS FINANCIAL SOLUTIONS OFFERS COMPREHENSIVE SERVICES AIMED AT EMPOWERING INDIVIDUALS AND FAMILIES TO ACHIEVE FINANCIAL STABILITY. OUR OFFERINGS INCLUDE BUDGET AND DEBT COUNSELING, DEBT MANAGEMENT PROGRAMS, 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 GOALS-ALL 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. FAMILY MEANS 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 2024, WE HELPED OVER 2200 FAMILIES THROUGH BUDGET AND DEBT COUNSELING, AND OUR DEBT MANAGEMENT CLIENTS REPAID NEARLY $4 MILLION OF THEIR UNSECURED DEBT. ADDITIONALLY, OUR FINANCIAL EDUCATION PROGRAMS AND RESOURCE FAIRS REACHED 1285 PEOPLE. 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 2024, WE PROVIDED OVER 9,880 HOURS OF CAREGIVER SUPPORT AND AGING SERVICES FOR 1,989 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 2024. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, ARTICLES OF INCORPORATION, BYLAWS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.