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.") .... | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 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).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 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.).. | ||||||
| 11 | Total support Add lines 7 through 10. | ||||||
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.") . | 1,987,365 | 2,062,366 | 2,290,715 | 2,580,121 | 2,621,809 | 11,542,376 |
| 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...... | 1,707,933 | 1,680,599 | 1,958,483 | 2,161,504 | 2,317,235 | 9,825,754 |
| 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. | 3,695,298 | 3,742,965 | 4,249,198 | 4,741,625 | 4,939,044 | 21,368,130 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | 395,664 | 419,506 | 480,190 | 931,057 | 561,862 | 2,788,279 |
| 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. | 0 | |||||
| c | Add lines 7a and 7b.. | 395,664 | 419,506 | 480,190 | 931,057 | 561,862 | 2,788,279 |
| 8 | Public support (Subtract line 7c from line 6.) | 18,579,851 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 3,695,298 | 3,742,965 | 4,249,198 | 4,741,625 | 4,939,044 | 21,368,130 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 51,002 | 55,309 | 73,425 | 73,045 | 88,273 | 341,054 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 51,002 | 55,309 | 73,425 | 73,045 | 88,273 | 341,054 |
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | 13,103 | 41,835 | 45,040 | 23,399 | 26,886 | 150,263 |
| 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.).. | 3,759,403 | 3,840,109 | 4,367,663 | 4,838,069 | 5,054,203 | 21,859,447 |
| 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 |
|---|---|
| PART III, LINE 4A | MENTAL HEALTH AND FAMILY COUNSELING FAMILYMEANS IS A LICENSED MENTAL HEALTH COMMUNITY CENTER WITH OFFICES IN HUDSON, STILLWATER AND ST. PAUL. 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. IN APRIL 2012 FAMILYMEANS ACQUIRED THE CENTER FOR GRIEF, LOSS & TRANSITION IN ST. PAUL OFFERING SPECIALIZED OUTPATIENT SERVICES FOR LOSS, LIFE TRANSITIONS AND TRAUMA TO ALL AGES, INDIVIDUALS, COUPLES, FAMILIES AND GROUPS. THE GOAL OF THE MENTAL HEALTH AND FAMILY COUNSELING PROGRAM IS TO HELP CLIENTS UNDERSTAND THEIR PROBLEMS AND SEE WAYS TO BEGIN SOLVING THESE PROBLEMS. INDIVIDUAL ASSESSMENT AND THERAPY IS OFFERED TO CHILDREN, ADOLESCENTS, AND ADULTS. FAMILY THERAPY ASSISTS GROUPS OF PEOPLE FUNCTIONING AS A FAMILY UNIT WITH ISSUES SUCH AS COMMUNICATION, PARENTING, SCHOOL OR WORK ISSUES, AND SOCIAL/EMOTIONAL CONCERNS IN RELATIONSHIPS. GROUP THERAPY IS OFFERED IN BOTH LONG-TERM AND TIME-LIMITED FORMATS. OUR SCHEDULING GOAL IS TO ARRANGE APPOINTMENTS WITHIN 3 WEEKS OF AN INITIAL CALL FOR HELP. WE OFFER FAMILY CENTERED COLLABORATIVE DIVORCE SERVICES FOR COUPLES CHOOSING TO MAKE THIS DIFFICULT TRANSITION BUT WANTING TO STAY OUT OF COURT. OUR SCHOOL-LOCATED COUNSELING PROGRAM ALLOWS STUDENTS AT 25 SCHOOLS IN 3 MINNESOTA AND 2 WISCONSIN SCHOOL DISTRICTS TO ACCESS MENTAL HEALTH THERAPY WITHOUT TRANSPORTATION, FINANCIAL OR SCHEDULING CONCERNS; CHILDREN IN TRANSITION GROUPS ARE OFFERED TO STUDENTS IN ELEMENTARY GRADES WHOSE PARENTS ARE DIVORCING AND A MENTAL HEALTH SCREENING IS OFFERED TO 9TH GRADERS IN NEW RICHMOND. IN 2014, WE PROVIDED COUNSELING SERVICES TO 1,162 PEOPLE IN OUR STILLWATER AND HUDSON OFFICES, 481 IN ST. PAUL, SCHOOL-BASED COUNSELING SERVED OVER 600 STUDENTS, AND COLLABORATIVE DIVORCE SERVED 20 FAMILIES. |
| PART III, LINE 4B | CCCS CONSUMER CREDIT COUNSELING SERVICE (CCCS) OF FAMILYMEANS OFFERS BUDGET AND CREDIT COUNSELING, DEBT MANAGEMENT, CREDIT REPORT REVIEW COUNSELING, BANKRUPTCY COUNSELING, AND FINANCIAL EDUCATION TO HELP INDIVIDUALS AND FAMILIES DEVELOP THE SKILLS NEEDED TO ESTABLISH AND MAINTAIN FINANCIAL STABILITY. THE 90-MINUTE SESSION WITH A CERTIFIED CREDIT COUNSELOR IS OFFERED WITHOUT FEE AND PROVIDES CLIENTS AN OPPORTUNITY TO ASSESS THEIR FINANCIAL SITUATION, EXPLORE OPTIONS, BUILD A PRACTICAL BUDGETING PLAN, AND ESTABLISH LONG-TERM GOALS. FOR SOME, ENROLLMENT IN OUR DEBT MANAGEMENT PROGRAM ALLOWS THEM TO REPAY UNSECURED DEBT IN A FIXED PERIOD OF TIME WHILE LEARNING TO BUDGET AND GAIN FINANCIAL STABILITY. FOR OTHERS, THE ONLY OPTION IS TO DECLARE BANKRUPTCY; WE PROVIDE BANKRUPTCY COUNSELING AND EDUCATION SESSIONS TO HELP PEOPLE UNDERSTAND WHAT CREATED THE PROBLEMS AND HOW TO AVOID THEM IN THE FUTURE. CREDIT REPORT REVIEW COUNSELING IS A FREE SERVICE TO HELP CLIENTS UNDERSTAND THEIR CREDIT REPORT INFORMATION AND CORRECT ERRORS IF NECESSARY. OUR FINANCIAL EDUCATION PROGRAMS ARE OFFERED TO INTERESTED STUDENTS AND ADULTS IN A VARIETY OF SETTINGS; THE GOAL IS TO TEACH THE MONEY MANAGEMENT SKILLS TO ELIMINATE OR REDUCE PROBLEMS. IN 2014, WE PROVIDED BUDGET AND CREDIT COUNSELING TO 1,175 FAMILIES, HELPED 1,849 FAMILIES REPAY OVER $9 MILLION IN UNSECURED DEBT, PROVIDED BANKRUPTCY COUNSELING AND EDUCATION TO 376 FAMILIES, CONDUCTED 57 CREDIT REPORT REVIEW SESSIONS, AND CONDUCTED 418 FINANCIAL EDUCATION PROGRAMS TO 6,494 INDIVIDUALS OF ALL AGES. |
| PART III, LINE 4C | CAREGIVER SUPPORT ESTABLISHED IN 1986, THE CAREGIVER SUPPORT PROGRAM OF FAMILYMEANS PROVIDES A NETWORK OF SERVICES NEEDED BY INDIVIDUALS IN OUR COMMUNITY WHO ARE INFORMAL, UNPAID CAREGIVERS. THEY MAY BE CARING FOR A CHILD WITH SPECIAL NEEDS, A FAMILY MEMBER WITH INCREASING DEMENTIA, OR A SPOUSE IN FAILING HEALTH. LONG-TERM CAREGIVERS ARE AT HIGH RISK FOR SLEEP DEPRIVATION, IMMUNE-SYSTEM DEFICIENCY, DEPRESSION, AND CHRONIC ANXIETY. THE FOCUS OF OUR PROGRAM IS MAINTAINING THE WELL-BEING OF THE CAREGIVERS SO THEY PRESERVE THEIR HEALTH AND ARE ABLE TO CONTINUE PROVIDING CARE. WE OFFER EDUCATION, COACHING, SUPPORT GROUPS, AND VOLUNTEER IN-HOME AND GROUP RESPITE SERVICES TO GIVE THE CAREGIVERS A FEW HOURS OF FREE TIME. WE ALSO PROVIDE EDUCATION AND GUIDANCE TO INDIVIDUALS WHO ARE EXPLORING THE POSSIBILITIES OF THEIR OLDER YEARS, AND WE ENGAGE COMMUNITY PARTNERS TO PLAN AND ACT TOGETHER TO BECOME A MORE AGE-FRIENDLY COMMUNITY. IN 2014, WE PROVIDED 16,282 HOURS OF CAREGIVER SUPPORT SERVICES FOR 2,745 PARTICIPANTS. |
| FORM 990, PART VI, SECTION B, LINE 11 | 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 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 MARCH 25, 2014. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS, ARTICLES OF INCORPORATION, BYLAWS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACTED THERAPISTS/CENTER FOR GRIEF: PROGRAM SERVICE EXPENSES 342,574. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 342,574. CLINICAL BILLING CONTRACT: PROGRAM SERVICE EXPENSES 18,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,000. CONTRACTED PSYD. : PROGRAM SERVICE EXPENSES 21,167. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,167. CCCS CONTRACTS: PROGRAM SERVICE EXPENSES 34,161. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,161. OTHER CONTRACTS: PROGRAM SERVICE EXPENSES 34,608. MANAGEMENT AND GENERAL EXPENSES 4,666. FUNDRAISING EXPENSES 5,785. TOTAL EXPENSES 45,059. |
| FORM 990, PART XII, LINE 2C: | THERE HAS BEEN NO CHANGE IN THE AUDIT OVERSIGHT PROCESS OR SELECTION OF AN INDEPENDENT ACCOUNTANT PROCESS DURING THE YEAR. |
| Software ID: | |
| Software Version: |