Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 3,909,360 | 3,837,536 | 3,962,803 | 4,181,501 | 4,008,794 | 19,899,994 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | 0 | |||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 4 | Total. Add lines 1 through 3 | 3,909,360 | 3,837,536 | 3,962,803 | 4,181,501 | 4,008,794 | 19,899,994 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 48,902 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 19,851,092 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 3,909,360 | 3,837,536 | 3,962,803 | 4,181,501 | 4,008,794 | 19,899,994 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 22,397 | 27,075 | 45,927 | 35,142 | 24,375 | 154,916 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 0 | |||||
| 11 | Total support Add lines 7 through 10. | 20,054,910 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 4A-4C PROGRAM SERVICES ACCOMPLISHMENTS | LINE 4A: Homelessness Program Family Tree helps adult individuals, youth, and families who are homeless or are at risk of homelessness, or are experiencing economic and family instability to obtain the supportive services they need to address immediate issues, sustain or improve their self-sufficiency, and obtain safe, stable housing. Family Tree assists persons who have very low to no income and are working toward goals to increase their self-sufficiency. Family Tree's Homelessness Program provides client centered case management services, homeless prevention and rapid rehousing services, crisis assistance via a helpline, and affordable transitional and permanent supportive housing for low or no income, homeless individuals and families who are working toward self-sufficiency. For the year ended June 30, 2015, over 4,000 people were connected through the crisis hotline, and nearly 3,000 people received direct services including rental assistance and case management. Our Military/Veteran and Kinship Family Programs are specifically focused on issues facing military families, veterans and families with children in the custody of relative caretakers. Our programs provide a range of services including support and resources such as case management, home visits, short-term immediate interventions, financial supportive services and information and referrals. Last year, Family Tree's House of Hope Program provided emergency residential services to 212 individuals and families, with almost half of families moving on to safe and stable housing. 4B: Domestic Violence Program Family Tree serves adult and child victims of domestic violence, sexual assault, and stalking; families who have experienced the break-up of their homes through divorce or separation; and children who have witnessed family violence and/or have experienced abuse in their homes. Family Tree operates the only emergency shelter in Jefferson County for battered women and their children. In addition to safe shelter, services at our Women in Crisis Program include a 24-hour crisis line, an on-site health clinic, children's programs, community education, advocacy, and domestic violence support groups. Fiscal 2015 participant survey data show that 97% of women reported increased knowledge of safety strategies and 95% of women reported increased knowledge of community resources; both of these outcomes significantly exceed the Colorado Department of Human Services' targeted average of 90.6%. Over 13,000 people contacted us through our crisis/informational hotlines. Family Tree also offers supervised parenting time and safe exchanges of children between their parents, legal advocacy, including protection order and family law clinics, individual and group advocacy, case management, and information and referrals for victims of domestic violence. Last year, these programs provided direct services to 2,700 people. 4C: Child & Youth Services Family Tree serves children and adolescents who have been abused or neglected and are not safe in their homes, youth who are homeless on the streets or have run away from home, and youth who are at risk of being removed from their homes due to behavioral problems. One of the many programs offered by Family Tree is SafeCare, a free and voluntary evidence-based program serving Adams and Douglas County. SafeCare offers in-home services that support, mentor and empower at-risk families in understanding the health, development and safety needs of their young children (geared for children 0-5 years of age). Family Tree's Community Family Resource Team provides individual and family therapy, case management and crisis intervention for at-risk youth in order to divert them from future out-of-home placement and the child welfare system. Since this program's inception in 2005, greater than 95% of the youth who were successfully diverted remain in their homes for 12 months or longer, post closure. 4D: OTHER FAMILY TREE PROGRAMS Treasure Trunk is a donation-based community thrift store whose primary function is to offer access to clothing, furniture, and household goods to families and individuals who are on the path towards self-sufficiency. Family Tree provides vouchers usually valued between $25 and $250 for Family Tree program participants to gather basic needs items. In fiscal 2015, more than 1,100 vouchers were redeemed at Treasure Trunk. Treasure Trunk is open to the public and is located in a low-income area to be accessible to the surrounding community. Family Tree's Property Management Program provides safe and secure facilities so that Family Tree is assured of continuous operation and control of all physical facilities owned and/or used for the agency's services. Property management includes day-to-day maintenance and repair and capital improvement projects. |
| Form 990, Part VI, Section B, line 11b | Process to Review the Form 990: The form 990 is reviewed in detail by Family Tree's Finance & Audit Committee. It is provided electronically to all members of the Board of directors before it is filed. |
| Form 990, Part VI, Section B, line 12c | Process for Monitoring Compliance with Conflict of Interest Policy: Family Tree's Conflict of Interest policy applies to any Director, Officer, or member of a committee with governing board delegated powers. The policy provides any potential conflict must be disclosed to the Board before a transaction is entered. The Board will determine if a conflict exists and how to address it. An individual with a conflict shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving the possible conflict of interest. Annually, each Officer and Director signs an affirmation that they have reviewed the board approved conflict of Interest policy and have not engaged in any activity in conflict with this policy. |
| Form 990, Part VI, Section B, line 15a | Review of CEO or Top Mgmt Official Compensation: Family Tree has a compensation program and philosophy, which includes using a salary schedule based upon current market values of all positions. The human resources committee of the board reviews and provides input on the salary schedule. The CEO approves the salary schedule for all positions except CEO and CFO. The chair of the human resources committee, who also serves on the board of directors, takes the schedule for CEO and CFO compensation to the board of directors for final approval. The salary schedule for all positions, including the CEO and CFO, is reviewed at least every two years by conducting a comprehensive salary schedule review against applicable market surveys. This review was last undertaken in June 2015. The deliberation and discussions are appropriately documented in the board minutes. Compensation is initially set based on the salary schedule and subsequent increases are established based on performance evaluations and must remain within the range established in the salary schedule. Performance evaluations are completed by each employee's supervisor. The performance evaluation of the CEO is completed by the Executive Committee of the Board of Directors with input from the full Board. |
| Form 990, Part VI, Section C, line 19 | Governing Documents Available to the Public: Financial statements are made available to the public online via Guidestar, Dun & Bradstreet and the Family Tree website. Summarized financial information is also available in Family Tree's annual report which is distributed to donors and made available to the public on Family Tree's website, www.thefamilytree.org. Governing documents and conflict of interest policy are available upon request. |
| FORM 990, PART XII, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES: NET EFFECT OF FISCAL SPONSOR ACTIVITY TREATED AS A LIABILITY FOR FINANCIAL STATEMENT PURPOSES 19,148 CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF COMMUNITY FIRST FOUNDATION 6,634 TOTAL 25,782 |
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