UNITED METHODIST FAMILY SERVICES OF VIRGINIA: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNITED METHODIST FAMILY SERVICES OF VIRGINIA (EIN 54-0505969)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-02
- IRS object ID
- 202521229349301307
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-02T08:36:44+00:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Ridgefield Court | AddressLine1Txt |
| City | Asheville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540505969 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Methodist Family Services of Virginia | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 8042549664 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 WEST BROAD STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY TOSCANO | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Signature | 2025-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amy Bibby | PreparerPersonNm |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | PhoneNum |
| Preparation | 2025-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY TOSCANO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 WEST BROAD STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $45,605,046 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UMFS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1900 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | UMFS IS A SOCIAL SERVICE ORGANIZATION WITH LOCATIONS THROUGHOUT VIRGINIA. FOR MORE THAN A CENTURY, WE HAVE BEEN UNWAVERING CHAMPIONS FOR HIGH RISK KIDS AND THEIR FAMILIES, DOING WHATEVER IT TAKES TO HELP THEM OVERCOME OBSTACLES AND REACH THEIR FULL POTENTIAL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 428 | TotalEmployeeCnt |
| Total Volunteers | 1135 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,887,151 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,834,709 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,504,522 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,436,034 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,445,129 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,654,167 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,846,423 | PYOtherRevenueAmt |
| CY Other Revenue | $1,947,103 | CYOtherRevenueAmt |
| PY Total Revenue | $40,683,225 | PYTotalRevenueAmt |
| CY Total Revenue | $24,872,013 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,804,788 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,590,836 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $626,737 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,017,187 | PYOtherExpensesAmt |
| CY Other Expenses | $7,352,914 | CYOtherExpensesAmt |
| PY Total Expenses | $21,821,975 | PYTotalExpensesAmt |
| CY Total Expenses | $22,943,750 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $18,861,250 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,928,263 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $70,413,983 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,986,394 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,185,876 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,733,122 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $54,228,107 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $57,253,272 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FOR MORE THAN A CENTURY, UNITED METHODIST FAMILY SERVICES OF VIRGINIA UMFS HAS SERVED THE COMMUNITY AS UNWAVERING CHAMPIONS FOR VULNERABLE KIDS AND THEIR FAMILIES, DOING WHATEVER IT TAKES TO HELP THEM OVERCOME OBSTACLES AND REACH THEIR FULL POTENTIAL. WE EMPOWER KIDS TO OVERCOME TRAUMA, SUCCEED IN SCHOOL, AND CREATE LIFELONG CONNECTIONS. OUR GOAL IS TO HELP CHILDREN AND FAMILIES BECOME SELF-SUFFICIENT MEMBERS OF THEIR COMMUNITIES, AND IN TURN, TO CREATE A WORLD IN WHICH CARING, OPPORTUNITY AND GENEROSITY ARE PASSED ON FROM GENERATION TO GENERATION. AS A RESULT OF OUR WORK, 2,986 YOUTH RECEIVED LIFE-CHANGING SERVICES IN 204 COMMUNITIES ACROSS VIRGINIA, COLLECTIVELY TOUCHING THE LIVES OF 10,004 CHILDREN, TEENS AND FAMILIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $9,005,867 | ExpenseAmt |
| Revenue | $9,369,688 | RevenueAmt |
| Desc | At UMFS' Child & Family Healing Center (CFHC), we believe every child deserves the chance to heal, grow, and thrive. Our 24-hour intensive residential treatment provides a safe, supportive environment where, over the past year, eighty-four children received innovative, strength-based care, tailored to their unique needs. We don't just treat challenges-we empower kids with the tools they need to build brighter futures. And the impact is real: 88% of youth report feeling satisfied with their care and 75% successfully transitioned back into the community. As a part of our commitment to continuous improvement, we survey our youth, parents and referral sources on a reoccurring basis to understand their experience. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,708,791 | ExpenseAmt |
| Revenue | $5,813,715 | RevenueAmt |
| Desc | In our Treatment Foster Care (TFC) program, we support foster children and teens who have faced trauma, abuse, or medical and behavioral challenges by connecting them with dedicated foster families. We provide extensive training and ongoing support to ensure our 100 state-wide families offer the stability and care these children need. As a result, our foster parent utilization and retention rates remain high. And the impact is profound-87% of foster youth report feeling satisfied with their treatment, and more than 60% transition into a permanent family setting or adoption. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $936,387 | ExpenseAmt |
| Desc | UMFS PROVIDES A RANGE OF ADOPTION SERVICES. Adoptive parents take on an incredible journey-one filled with love, resilience, and challenges. Children and teens who have experienced foster care, private, or international adoption often carry deep emotions that require patience, understanding, and expert support. That's where UMFS steps in. Our adoption social workers, therapists, and adoptive parent liaisons empower families with the skills and resources needed to foster trust and stability. Our extensive expertise in foster care and adoption connects families with the right people, programs, and tools for success and we offer 24/7 crisis support. Last year our adoption team served 400 youth and families, and finalized 49 adoption cases. Additionally, our parent and caregiver NPS score is +95, well exceeding industry standards. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,050,654 | ExpenseAmt |
| Revenue | $252,631 | RevenueAmt |
| Desc | ADDITIONAL SERVICES INCLUDE COMMUNITY-BASED FAMILY SUPPORT, CASE MANAGEMENT, MENTORING AND POST-ADOPTION SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,050,654 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $252,631 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $18,701,699 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 38 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 428 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8042549664 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 WEST BROAD STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23230 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BRUCE WHITEHURST | ||||||||
| VICE CHAIR | 0.5 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| COOKIE SCOTT | ||||||||
| CHAIR | 0.5 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KEITH HARE | ||||||||
| SECRETARY | 0.5 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARSHALL ROSS | ||||||||
| PAST CHAIR | 0.5 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NANCY TOSCANO PHD | ||||||||
| PRESIDENT/CEO & DIRECTOR | 10.0 | 30.0 | Yes (X) | Yes (X) | $306,464 | $0 | $55,786 | |
| ANN HODGES | ||||||||
| DIRECTOR | 0.5 | 0.5 | Yes (X) | $0 | $0 | $0 | ||
| BILL LEEDOM | ||||||||
| DIRECTOR | 0.5 | 0.5 | Yes (X) | $0 | $0 | $0 | ||
| CAROLINE BROWDER | ||||||||
| DIRECTOR | 0.5 | 0.5 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS HENDERSON | ||||||||
| DIRECTOR | 0.5 | 0.5 | Yes (X) | $0 | $0 | $0 | ||
| DAVID REID | ||||||||
| DIRECTOR | 0.5 | 0.5 | Yes (X) | $0 | $0 | $0 | ||
| JENNIE REYNOLDS | ||||||||
| DIRECTOR | 0.5 | 0.5 | Yes (X) | $0 | $0 | $0 | ||
| JIM MALLORY | ||||||||
| DIRECTOR | 0.5 | 0.5 | Yes (X) | $0 | $0 | $0 | ||
| JOHN S BRENNEKE | ||||||||
| DIRECTOR | 0.5 | 0.5 | Yes (X) | $0 | $0 | $0 | ||
| LINDA NABLO | ||||||||
| DIRECTOR | 0.5 | 0.5 | Yes (X) | $0 | $0 | $0 | ||
| Melvin Roy | ||||||||
| Director | 0.5 | 0.5 | Yes (X) | $0 | $0 | $0 | ||
| NANCY CAMPOS | ||||||||
| DIRECTOR | 0.5 | 0.5 | Yes (X) | $0 | $0 | $0 | ||
| TAYLOR WILLIAMS | ||||||||
| DIRECTOR | 0.5 | 0.5 | Yes (X) | $0 | $0 | $0 | ||
| Vernon Green | ||||||||
| Director (end 10/23) | 0.5 | 0.5 | Yes (X) | $0 | $0 | $0 | ||
| MATT LISAGOR | ||||||||
| CHIEF ADMINISTRATIVE OFFICER | 10.0 | 30.0 | Yes (X) | $157,674 | $0 | $47,036 | ||
| ADALAY WILSON | ||||||||
| CHIEF PROGRAMS OFFICER | 10.0 | 30.0 | $133,952 | $0 | $22,292 | Yes (X) | ||
| BRIAN CHIZUK | ||||||||
| VP of Residential Services | 10.0 | 30.0 | $125,746 | $0 | $42,237 | Yes (X) | ||
| DEBORAH BURTON | ||||||||
| VP OF COMMUNITY BASED SERV | 10.0 | 30.0 | $118,163 | $0 | $16,473 | Yes (X) | ||
| LINDSAY LANE | ||||||||
| VP OF STRATEGY & INNOVATION | 10.0 | 30.0 | $106,506 | $0 | $6,786 | Yes (X) | ||
| STEVE GEORGE | ||||||||
| IT DIRECTOR | 10.0 | 30.0 | $101,598 | $0 | $20,049 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,050,103 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $210,659 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Northern VA Psychiatric Services | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44075 Pipeline Plaza Ste 220 | AddressLine1Txt |
| City | Ashburn | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20147 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Psychiatric Services | ServicesDesc |
| Compensation | $102,300 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,148,403 | GovernmentGrantsAmt |
| All Other Contributions | $2,686,306 | AllOtherContributionsAmt |
| Noncash Contributions | $71,127 | NoncashContributionsAmt |
| Total Contributions | $5,834,709 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TREATMENT FOSTER CARE | 624100 | $5,813,715 | $5,813,715 |
| RESIDENTIAL SERVICES | 623990 | $9,369,688 | $9,369,688 |
| OTHER SERVICES | 900099 | $252,631 | $252,631 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,436,034 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,090,744 | TotalRevenueColumnAmt |
| Exclusion | $1,090,744 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $559,207 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $559,207 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $559,207 | TotalRevenueColumnAmt |
| Exclusion | $559,207 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,296,456 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,733,033 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $563,423 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $563,423 | TotalRevenueColumnAmt |
| Exclusion | $563,423 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,387,896 | TotalRevenueColumnAmt |
| Exclusion | $1,387,896 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,387,896 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,872,013 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,436,034 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,601,270 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $592,390 | TotalAmt |
| Management And General | $592,390 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,679,060 | TotalAmt |
| Program Services | $9,877,808 | ProgramServicesAmt |
| Management And General | $1,404,385 | ManagementAndGeneralAmt |
| Fundraising | $396,867 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,257 | TotalAmt |
| Program Services | $457,286 | ProgramServicesAmt |
| Management And General | $48,511 | ManagementAndGeneralAmt |
| Fundraising | $12,460 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,933,428 | TotalAmt |
| Program Services | $1,680,295 | ProgramServicesAmt |
| Management And General | $209,899 | ManagementAndGeneralAmt |
| Fundraising | $43,234 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $867,701 | TotalAmt |
| Program Services | $728,476 | ProgramServicesAmt |
| Management And General | $119,092 | ManagementAndGeneralAmt |
| Fundraising | $20,133 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,299 | TotalAmt |
| Management And General | $5,299 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,780 | TotalAmt |
| Program Services | $49,292 | ProgramServicesAmt |
| Management And General | $5,420 | ManagementAndGeneralAmt |
| Fundraising | $1,068 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,287 | TotalAmt |
| Program Services | $234,077 | ProgramServicesAmt |
| Management And General | $33,252 | ManagementAndGeneralAmt |
| Fundraising | $958 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,978 | TotalAmt |
| Program Services | $233,457 | ProgramServicesAmt |
| Management And General | $60,054 | ManagementAndGeneralAmt |
| Fundraising | $15,467 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,389,558 | TotalAmt |
| Program Services | $1,132,030 | ProgramServicesAmt |
| Management And General | $231,127 | ManagementAndGeneralAmt |
| Fundraising | $26,401 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,744 | TotalAmt |
| Program Services | $268,654 | ProgramServicesAmt |
| Management And General | $23,436 | ManagementAndGeneralAmt |
| Fundraising | $1,654 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,095,646 | TotalAmt |
| Program Services | $754,506 | ProgramServicesAmt |
| Management And General | $338,727 | ManagementAndGeneralAmt |
| Fundraising | $2,413 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,078 | TotalAmt |
| Program Services | $293,803 | ProgramServicesAmt |
| Management And General | $62,391 | ManagementAndGeneralAmt |
| Fundraising | $3,884 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM SUPPORT | $2,895,243 | $2,653,326 | $153,298 | $88,619 |
| GENERAL & ADMININSTRATI | $318,291 | $110,759 | $201,459 | $6,073 |
| RECRUITMENT, EDUCATION | $318,055 | $227,930 | $85,208 | $4,917 |
| OTHER | $43,955 | $41,366 | $2,589 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,943,750 | TotalAmt |
| Program Services | $18,701,699 | ProgramServicesAmt |
| Management And General | $3,615,314 | ManagementAndGeneralAmt |
| Fundraising | $626,737 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,389 | BOYAmt |
| EOY | $1,542,478 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,130,166 | BOYAmt |
| EOY | $3,962,805 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $612,197 | BOYAmt |
| EOY | $712,487 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $38,824,453 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,635,104 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,271,723 | BOYAmt |
| EOY | $28,189,349 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,706,767 | BOYAmt |
| EOY | $32,323,904 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $825,921 | BOYAmt |
| EOY | $837,742 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,604,820 | BOYAmt |
| EOY | $4,417,629 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,413,983 | BOYAmt |
| EOY | $71,986,394 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,554,212 | BOYAmt |
| EOY | $2,963,117 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,266,581 | BOYAmt |
| EOY | $6,200,732 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,687,801 | BOYAmt |
| EOY | $5,523,950 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $677,282 | BOYAmt |
| EOY | $45,323 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,185,876 | BOYAmt |
| EOY | $14,733,122 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,775,523 | BOYAmt |
| EOY | $56,415,530 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $452,584 | BOYAmt |
| EOY | $837,742 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,228,107 | BOYAmt |
| EOY | $57,253,272 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,413,983 | BOYAmt |
| EOY | $71,986,394 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,928,263 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,024,319 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $72,583 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,730,005 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,468,972 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,948,469 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,887,151 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,834,709 | CurrentTaxYearAmt |
| Total | $21,869,306 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,730,005 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,468,972 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,948,469 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,887,151 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,834,709 | CurrentTaxYearAmt |
| Total | $21,869,306 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,869,306 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,002,836 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,162,857 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,342,724 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,291,965 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,649,951 | CurrentTaxYearAmt |
| Total | $6,450,333 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,024,332 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,072,939 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,030,225 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,296,481 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,387,896 | CurrentTaxYearAmt |
| Total | $5,811,873 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $34,131,512 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $79,603,139 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.6407 | PublicSupportCY170Pct |
| Public Support PY170 | 0.6352 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - , COLUMN A - 1024332.0, COLUMN B - 1072939.0, COLUMN C - 1030225.0, COLUMN D - 1296481.0, COLUMN E - 1387896.0, COLUMN F - 5811873.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $32,200 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $32,200 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | UMFS engaged Troutman Pepper Strategies to meet with legislators to discuss and raise awareness on topics related to budget/funding legislation. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,642,642 | BeginningYearBalanceAmt |
| Contributions | $87,227 | ContributionsAmt |
| Investment Earnings Or Losses | $2,736,661 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,477,275 | OtherExpendituresAmt |
| End Year Balance | $31,989,255 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,134,800 | BeginningYearBalanceAmt |
| Contributions | $18,022,765 | ContributionsAmt |
| Investment Earnings Or Losses | $1,590,135 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,105,058 | OtherExpendituresAmt |
| End Year Balance | $32,642,642 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,447,626 | BeginningYearBalanceAmt |
| Contributions | $48,848 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,288,486 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $73,188 | OtherExpendituresAmt |
| End Year Balance | $19,134,800 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,909,602 | BeginningYearBalanceAmt |
| Contributions | $62,631 | ContributionsAmt |
| Investment Earnings Or Losses | $3,884,228 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $408,835 | OtherExpendituresAmt |
| End Year Balance | $20,447,626 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,244,508 | BeginningYearBalanceAmt |
| Contributions | $59,772 | ContributionsAmt |
| Investment Earnings Or Losses | $370,391 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $765,069 | OtherExpendituresAmt |
| End Year Balance | $16,909,602 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $62,916 | OtherCostOrOtherBasisAmt |
| Book Value | $62,916 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,844,203 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,014,180 | DepreciationAmt |
| Book Value | $23,830,023 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,054,086 | OtherCostOrOtherBasisAmt |
| Depreciation | $836,600 | DepreciationAmt |
| Book Value | $2,217,486 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,863,248 | OtherCostOrOtherBasisAmt |
| Depreciation | $784,324 | DepreciationAmt |
| Book Value | $2,078,924 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $28,189,349 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Employee Advances | $0 |
| due from charterhouse schools | $3,261,130 |
| SECURITY DEPOSITS | $107,610 |
| Interest Rate Swap Agreement | $1,023,330 |
| Right of Use Assets | $25,559 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,417,629 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Other | $19,540 |
| Operating Lease Liabilities | $25,783 |
| Line of Credit | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $45,323 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | UMFS'S ENDOWMENT CONSISTS SOLELY OF AMOUNTS DESIGNATED BY THE BOARD OF DIRECTORS TO BE HELD FOR ENDOWMENT. THESE FUNDS ARE INVESTED WITH THE OBJECTIVE TO ENSURE, OVER THE LONG-TERM, A LEVEL OF ASSETS THAT WILL ADEQUATELY SUPPLEMENT THE CAPITAL AND OPERATING NEEDS OF UMFS. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | UMFS is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code and the tax statutes of the commonwealth of Virginia; accordingly, the accompanying consolidated financial statements do not reflect a provision or liability for federal and state income taxes. Tax positions must meet a recognition threshold of more-likely-than-not for the benefit of those tax positions to be recognized in the UMFS' financial statements. UMFS has determined that it does not have any material unrecognized tax benefits or obligations as of June 30, 2024 and 2023. Interest and penalties related to income tax assessments, if any, are reflected in general and administrative in the accompanying consolidated statements of activities. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NANCY TOSCANO PHD | ||||||||||||||
| PRESIDENT/CEO & DIRECTOR | $283,964 | $0 | $0 | $0 | $22,500 | $0 | $14,582 | $0 | $41,204 | $0 | $362,250 | $0 | $0 | $0 |
| MATT LISAGOR | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFICER | $157,674 | $0 | $0 | $0 | $0 | $0 | $10,207 | $0 | $36,829 | $0 | $204,710 | $0 | $0 | $0 |
| ADALAY WILSON | ||||||||||||||
| CHIEF PROGRAMS OFFICER | $133,952 | $0 | $0 | $0 | $0 | $0 | $8,267 | $0 | $14,025 | $0 | $156,244 | $0 | $0 | $0 |
| BRIAN CHIZUK | ||||||||||||||
| VP of Residential Services | $125,746 | $0 | $0 | $0 | $0 | $0 | $6,171 | $0 | $36,066 | $0 | $167,983 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part III | FormAndLineReferenceDesc |
| Explanation | THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND SETS THE COMPENSATION OF THE CEO. THE LAST FORMAL COMPENSATION STUDY WAS COMPLETED IN CALENDAR YEAR 2024. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Food, supplies, other program support | Desc |
| Contribution | 345 | ContributionCnt |
| Noncash Contributions Rpt F990 | $71,127 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - comparable sales | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 3,050,654 including grants of $)(Revenue $ 252,631) ADDITIONAL SERVICES INCLUDE COMMUNITY-BASED FAMILY SUPPORT, CASE MANAGEMENT, MENTORING AND POST-ADOPTION SERVICES. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE 990 IS REVIEWED BY MANAGEMENT, OUTSIDE CPAS, AND THE AGENCY'S AUDIT COMMITTEE PRIOR TO FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY SIGN AND DISCLOSE ANY CONFLICTS OF INTEREST AS DEFINED BY THE CONFLICT OF INTEREST POLICY. OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED BY POLICY TO IMMEDIATELY REPORT TO THE BOARD ANY CHANGES IN STATUS REGARDING CONFLICTS OF INTEREST. OFFICERS AND DIRECTORS ARE PROHIBITED FROM VOTING OR PARTICIPATING IN ANY DISCUSSION RELATING TO MATTERS THAT THEY HAVE DISCLOSED AS CONFLICTS OF INTEREST. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND SETS THE COMPENSATION OF THE CEO. THE LAST FORMAL COMPENSATION STUDY WAS COMPLETED IN CALENDAR YEAR 2024. |
| Form 990, Part VI, Line 19 Required documents available to the public | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE PROVIDED FOR REVIEW UPON REQUEST AND ARE EITHER DISTRIBUTED DIRECTLY OR MADE AVAILABLE FOR INSPECTION AT AN ORGANIZATIONAL OFFICE AS DEEMED APPROPRIATE. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | GAIN ON INTEREST SWAP AGREEMENT - 72583; |
| Form 990, Part XII, Line 2c Change of oversight process or selection process | This process has not changed from the prior year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARTERHOUSE SCHOOLS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 WEST BROAD STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541116056 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 2 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED METHODIST FAMILY SERVICES OF VIRGINIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| CHARTERHOUSE SCHOOLS INC | |
| L | $1,377,023 |
| CHARTERHOUSE SCHOOLS INC | |
| J | $512,115 |
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