2025-05-15T09:01:33-05:00 2024-06-30 871353108 EISNER ADVISORY GROUP LLC 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2023-07-01 231401564 METHODIST HOME FOR CHILDREN FOUNDATION METH 2158771925 4300 MONUMENT ROAD PHILADELPHIA PA 19131 KATHRINE MARTIN PRESIDENT & CEO 2158771925 2025-05-14 1 0 HELEN M MARTIN P01330899 2158818800 2023 2025-03-06 01:10:19Z KATHRINE MARTIN 4300 MONUMENT ROAD PHILADELPHIA PA 19131 5078804 0 X WWW.METHODISTSERVICES.ORG X 1879 PA TO SUPPORT PROGRAMS AND SERVICES TO CHILDREN , YOUTH AND FAMILIES , WHICH PROMOTES QUALITY OF LIFE 5 5 0 5 0 0 20161 0 0 0 -427423 1923563 4700 14955 -402562 1938518 0 1117522 0 0 0 0 0 0 0 914494 580719 914494 1698241 -1317056 240277 50100565 52936310 9950733 10368108 40149832 42568202 THE MISSION OF METHODIST HOME FOR CHILDREN FOUNDATION (MHCF) IS TO SUPPORT PROGRAMS AND SERVICES TO CHILDREN , YOUTH , AND FAMILIES AND TO PROMOTE THEIR GENERAL WELFARE AND QUALITY OF LIFE. 0 0 1117522 1117522 MHCF SERVES AS A SUPPORTING ORGANIZATION THAT MAKES GRANTS TO SUPPORT THE PROGRAMS OF METHODIST SERVICES AND METHODIST HOME FOR CHILDREN, WHICH ARE BOTH 501(C)(3) PUBLIC CHARITIES, AND ARE BOTH RELATED TO MHCF. 1117522 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X X KATHRINE MARTIN PRESIDENT & CEO 2158771925 4300 MONUMENT ROAD PHILADELPHIA PA 19131 CHARLES SORKIN CHAIR 1.00 X X 0 0 0 ELEANOR ROBERTS SECRETARY/TREASURER 1.00 X X 0 0 0 F SCOTT DONAHUE DIRECTOR 1.00 X 0 0 0 ERNEST MAY VICE CHAIR 1.00 X X 0 0 0 LARRY WILTSHIRE DIRECTOR 1.00 X 0 0 0 KATHRINE MARTIN PRESIDENT & CEO 1.00 41.00 X 0 200947 23485 CYNTHIA BENTON CFO 1.00 40.00 X 0 158982 10448 ANNE RICE - BURGESS FORMER PRESIDENT & CEO (THRU 6/2023) 0.00 X 0 150643 8724 0 510572 42657 0 1 1 0 0 2048849 2048849 3015000 3140286 -125286 -125286 -125286 BEQUESTS & LEGACIES 900099 12570 12570 MISCELLANEOUS REVENUE 900099 2385 2385 14955 1938518 0 0 1938518 1117522 1117522 148400 148400 16645 16645 149377 149377 9581 9581 706 706 251931 251931 OTHER EXPENSES 4079 4079 1698241 1117522 580719 0 711083 115824 6756 0 14645142 4530496 9183966 10114646 31323547 9448107 24178983 8875213 9078750 50100565 52936310 605000 207375 5305000 6120000 4040733 4040733 9950733 10368108 X 37879711 39654349 2270121 2913853 40149832 42568202 50100565 52936310 X 240277 2828919 -650826 X 0 0 0 X X 2 METHODIST SERVICES 562311719 7 1 611634 0 METHODIST HOME FOR CHILDREN 200088838 7 1 505888 0 2 1117522 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION C, LINE 1 METHODIST HOME FOR CHILDREN FOUNDATION HAS A HISTORIC AND CONTINUING RELATIONSHIP WITH METHODIST SERVICES AND METHODIST HOME FOR CHILDREN. THE MANAGEMENT OF THE SUPPORTING ORGANIZATION IS CONDUCTED BY THE SAME INDIVIDUALS THAT MANAGE THE SUPPORTED ORGANIZATIONS. THIS OVERLAPPING MANAGEMENT REPORTS TO ALL GOVERNANCE BODIES TO ENSURE THAT THE SUPPORTING ORGANIZATION REMAINS ATTENTIVE AND RESPONSIVE TO THE NEEDS OF THE SUPPORTED ORGANIZATIONS. 31628726 4541143 910147 149377 35110345 30735630 3142756 2114974 134702 31628726 36340235 -4434876 978786 190943 30735630 30213203 7735106 1414321 193753 36340235 39870542 -8195214 1281791 180334 30213203 0 1 1 1161700 1161700 13386875 4441116 8945759 89380 89380 0 7187 7187 10114646 HC CAPITAL TRUST-THE INSTITUTIONAL GROWTH EQUITY PORTFOLIO 10206755 F HC CAPITAL TRUST-THE INSTITUTIONAL INTERNATIONAL EQUITY PORTFOLIO 3540430 F HIRTLE CALLAGHAN SELECT EQUITY FUND 6651531 F HC CAPITAL TRUST-THE US GOVT FIXED INCOME SECURITIES PORTFOLIO 3780267 F 24178983 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 4997081 NOTE RECEIVABLE - RELATED PARTY 1096827 DUE FROM AFFILIATES 2984842 9078750 DUE TO AFFILIATES 4040733 4040733 PART V, LINE 4: THE ENDOWMENT FUNDS ARE TO BE USED TO SUPPORT METHODIST HOME FOR CHILDREN AND METHODIST SERVICES, BOTH ARE 501(C)(3) PUBLIC CHARITIES RELATED TO METHODIST HOME FOR CHILDREN FOUNDATION. 1 METHODIST SERVICES 4300 MONUMENT ROAD PHILADELPHIA PA 19131 562311719 501(C)(3) 611634 0 TO SUPPORT PROGRAMS AND SERVICES TO CHILDREN, YOUTH AND FAMILIES METHODIST HOME FOR CHILDREN 4300 MONUMENT ROAD PHILADELPHIA PA 19131 200088838 501(C)(3) 505888 0 TO SUPPORT PROGRAMS AND SERVICES TO CHILDREN, YOUTH AND FAMILIES PART I, LINE 2: THE ORGANIZATION ONLY GRANTS FUNDS TO RELATED ORGANIZATIONS WITH SHARED MANAGEMENT. THROUGH THIS SHARED MANAGEMENT THE ORGANIZATION IS ABLE TO ENSURE FUNDS ARE USED FOR THEIR INTENDED PURPOSE. 0 0 0 0 0 0 0 0 0 KATHRINE MARTIN PRESIDENT & CEO 0 200947 0 0 0 0 0 12075 0 11410 0 224432 0 0 CYNTHIA BENTON CFO 0 158982 0 0 0 0 0 0 0 10448 0 169430 0 0 ANNE RICE - BURGESS FORMER PRESIDENT & CEO (THRU 6/2023) 0 150643 0 0 0 0 0 3062 0 5662 0 159367 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIRPERSON, VICECHAIRPERSON(S), SECRETARY, TREASURER AND PRESIDENT (WITHOUT VOTE). THE EXECUTIVE COMMITTEE MAY EXERCISE ALL OF THE POWERS OF THE BOARD OF DIRECTORS WHEN THE BOARD OF DIRECTORS IS NOT IN SESSION, AND SHALL REPORT ITS ACTIONS TO THE BOARD AT THE NEXT MEETING OF THE BOARD. A QUORUM OF THE COMMITTEE MEMBERS MUST BE PRESENT. EXCEPTIONS TO THE POWER AND AUTHORITY OF THE EXECUTIVE COMMITTEE ARE AS FOLLOWS: (A) THE FILLING OF VACANCIES ON THE BOARD (B) THE ADOPTION, AMENDMENT OR REPEAL OF THE GOVERNING DOCUMENTS (C) THE AMENDMENT OR REPEAL OF ANY RESOLUTION OF THE BOARD (D) ACTION ON MATTERS COMMITTED BY THE BYLAWS OR BY RESOLUTION OF THE BOARD TO ANOTHER COMMITTEE OF THE BOARD FORM 990, PART VI, SECTION A, LINE 6 METHODIST HOME FOR CHILDREN (MHC), A RELATED 501(C)(3) PUBLIC CHARITY, IS CONSIDERED THE 'SOLE MEMBER' FOR PURPOSES OF THIS QUESTION. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS ARE ELECTED ANNUALLY BY MHC. FORM 990, PART VI, SECTION A, LINE 7B IN ORDER TO AMEND THE GOVERNING DOCUMENTS, WRITTEN APPROVAL OF THE AMENDMENT MUST BE OBTAINED FROM MHC. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. ALL OFFICERS WILL RECEIVE A DRAFT COPY OF THE FORM 990 ALONG WITH ALL COMMENTS FOR CHANGES PRIOR TO FILING. THE FINAL COPY WILL BE SENT TO THE OFFICERS AND BOARD OF DIRECTORS THROUGH EMAIL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTEREST THAT COULD GIVE RISE TO CONFLICTS. THE ANNUAL DISCLOSURES ARE REVIEWED BY THE BOARD CHAIR AND THE FINAL DETERMINATION AS TO WHETHER A CONFLICT EXISTS IS DETERMINED BY THE JOINT OFFICERS COMMITTEE. IF ANY DIRECTOR IS INVOLVED INDIVIDUALLY, OR AS PART OF A BUSINESS OR PROFESSIONAL FIRM, IN THE ORGANIZATION'S BUSINESS TRANSACTIONS OR PROFESSIONAL SERVICES THEY MUST TIMELY DISCLOSE SUCH A RELATIONSHIP AND MUST RECUSE THEMSELVES WHEN MATTERS OF SUCH TRANSACTIONS ARE DISCUSSED AND/OR VOTED UPON, AND WILL BE REQUIRED TO LEAVE THE MEETING IF SUCH IS REQUESTED BY ANOTHER DIRECTOR IN ATTENDANCE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: OPENING BALANCE DIFFERENCES, PENDING COMPLETION OF FY 23 AND FY 24 AUDITS -650,826. METHODIST SERVICES 4300 MONUMENT ROAD PHILADELPHIA PA 19131 562311719 TO PROVIDE SOCIAL SERVICES FOR CHILDREN, YOUTH & FAMILIES PA 501(C)(3) LINE 7 METHODIST HOME FOR CHILDREN 0 METHODIST HOME FOR CHILDREN 4300 MONUMENT ROAD PHILADELPHIA PA 19131 200088838 TO ASSURE THE PROVISION OF QUALITY SERVICES TO CHILDREN, YOUTH & FAMILIES PA 501(C)(3) LINE 12B, II N/A 0 ALICIAN SENIOR APARTMENTS II GP LLC 70 E LANCASTER AVENUE FRAZER PA 19355 811043877 TO DEVELOP AND OPERATE AFFORDABLE HOUSING PROJECT FOR SENIORS PA N/A 0 0 MONUMENT VILLAGE CORPORATION 4300 MONUMENT ROAD PHILADELPHIA PA 19131 341985321 INVESTMENTS PA N/A C 0 0 1 0 1 1 0 0 0 0 0 0 0 1 1 0 1 1 1 1