2022-07-29T14:29:02-05:00 2021-09-30 363990892 Capin Crouse LLP 1255 Lakes Parkway STE 130 Lawrenceville GA 30043 990 2020-10-01 570324927 Connie Maxwell Children's Ministries CONN 8649421400 810 Maxwell Avenue Greenwood SC 29646 William D Nicholson President 8649421400 2022-07-29 1 William Nicholson 999009999 Daren Daiga P01074795 6785185301 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X William D Nicholson 810 Maxwell Avenue Greenwood SC 29646 35819777 0 X www.conniemaxwell.com X 1892 SC To care for children while developing & strengthening relationships in a Christian environment. 25 23 141 70 0 0 7571734 5781812 15906 0 4423835 7937897 21722 56296 12033197 13776005 51522 51203 0 0 6929503 7136525 0 0 1423546 3622750 3834430 10603775 11022158 1429422 2753847 118169989 133286632 3608516 3686115 114561473 129600517 A Baptist ministry for children and families of South Carolina that provides residential care for children in need along with counseling, educational, and referral services while developing and strengthening positive relationships in a Christian environment. 0 0 7948992 51203 Connie Maxwell Children's Ministries is a high quality, not for profit ministry that served more than 250 hurting children and family members during this past year which is its 129th year of service. CMCM provided shelter, food, clothing, medical, and educational needs at locations in Greenwood, Orangeburg, Florence, Mauldin, and Chesterfield. Help for hurting children was accomplished through residential campuses, emergency shelters, family care, and foster care. Families are helped through a single parent familiy care residential program and after care programs. 7948992 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 0 1 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 1 14 0 1 141 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 25 23 0 0 1 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 SC X Mark Steven Shiflet 8649421400 810 Maxwell Ave Greenwood SC 29646 Richard Lackey Chairman until Dec. 2020/Trustee 1.00 X X 0 0 0 BM Cave Vice Chairman until Dec. 2020/Chairman 1.00 X X 0 0 0 Marie Hancock Trustee/Secretary (Part Year) 1.00 X X 0 0 0 Sue Sheriff Trustee/Vice Chairman 1.00 X X 0 0 0 Dena Lucy Trustee/Secretary 1.00 X X 0 0 0 Mack Baltzegar Trustee 1.00 X 0 0 0 Frank Boulineau III Trustee 1.00 X 0 0 0 Ron Caroll Trustee (Part Year) 1.00 X 0 0 0 Kay Dangerfield Trustee 1.00 X 0 0 0 Derrick Davenport Trustee 1.00 X 0 0 0 Jerry Ann Faulkenberry Trustee (Part Year) 1.00 X 0 0 0 Martin Hogg Trustee (Part Year) 1.00 X 0 0 0 Doug Kauffmann Trustee 1.00 X 0 0 0 Jason Klue Trustee (Part Year) 1.00 X 0 0 0 Gary Long Trustee 1.00 X 0 0 0 Clark McCrary III Trustee 1.00 X 0 0 0 Richard McWhite Trustee 1.00 X 0 0 0 Irene Murphy Trustee 1.00 X 0 0 0 Walter Peterson Trustee 1.00 X 0 0 0 Nancy Schiele Trustee 1.00 X 0 0 0 Roger Troutman Trustee 1.00 X 0 0 0 Edsel Williams Trustee 1.00 X 0 0 0 Dan Walters Trustee 1.00 X 0 0 0 Paul Noe Trustee 1.00 X 0 0 0 Philip Turner Trustee 1.00 X 0 0 0 Michael DeCosta Trustee 1.00 X 0 0 0 Mike Moody Trustee 1.00 X 0 0 0 Roma Muller Trustee 1.00 X 0 0 0 Pam Sander Trustee 1.00 X 0 0 0 James Wright Trustee 1.00 X 0 0 0 William D Nicholson President 40.00 X 199074 0 35002 Mark Steven Shiflet Vice-President - Finance 40.00 X 120899 0 26925 Eric Taylor Vice-President - Advanceme 40.00 X 109120 0 26026 429093 0 87953 3 0 1 0 UBS Financial Services INC 1000 Harbor Blvd Weehawken NJ 07086 Account/Investment Management Fees 431395 1 1021254 149344 4611214 249628 5781812 1732906 1732906 32692 0 32692 32692 32692 28248763 22043772 6204991 6204991 6204991 23604 23604 23604 13776005 0 0 7994193 51203 51203 401696 60254 112475 228967 179914 179914 4694576 3809077 402005 483494 393500 306516 50661 36323 1089292 970949 71428 46915 377547 286406 33888 57253 7178 7178 42915 42915 651558 651558 44237 27737 14928 1572 97140 97140 601348 437654 35187 128507 130314 28443 20774 81097 596038 556164 26550 13324 168738 120611 13234 34893 67522 55258 1244 11020 728540 655686 65569 7285 221007 192816 12349 15842 Food and Clothing 333481 333481 Recreation 53878 53878 Daycare 2859 2859 87677 87677 11022158 7948992 1649620 1423546 793971 191226 3220921 3277687 83098 172883 96651 151926 55932 132209 21732014 17131748 4567290 4600266 61206740 87218196 36213656 24392939 11931730 13149300 118169989 133286632 558155 466498 3050361 3219617 3608516 3686115 X 97130842 109437634 17430631 20162883 114561473 129600517 118169989 133286632 X 2753847 11224302 1060895 X 0 1 X 1 0 X 3727512 4150505 4741161 7571734 5781812 25972724 3727512 4150505 4741161 7571734 5781812 25972724 549893 25422831 1932511 1926913 2235057 1826272 1765598 9686351 23604 23604 35682679 317298 0.71250 0.65040 X Schedule A, Part II, Line 10, Explanation of Other Income: Other Income - 2020 Amount: $ 23,604. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 92629427 379659 16248656 3700000 105557742 84189384 2411317 8798726 2770000 92629427 84609164 1410260 2497960 4328000 84189384 81244919 354243 8045193 5035191 84609164 78328719 872619 7383645 5340064 81244919 0.91916 0.08084 0 1 1 779437 779437 16463803 13811185 2652618 4488774 3320563 1168211 4600266 Real Estate 196910 C Other Assets 326534 C Limited Partnerships 15147209 F Bonds 8722286 F 24392939 Assets Held in Trust 1851348 Beneficial Interest in Funds Held by Others 11166470 Cash Surrender Value of Life Insurance 131482 13149300 Annuities & Trusts Payable 1722479 Post-Retirement Benefit Obligation 1497138 3219617 25409644 11224302 1071972 12296274 13113370 651558 11077 662635 13776005 10370600 0 10370600 651558 651558 11022158 Part V, Line 4: To provide operating income to Connie Maxwell Children's Ministries for the present while preserving principal and growing the endowment to provide for more needed income in the future. Part XI, Line 2d - Other Adjustments: Actuarial Gain on Annuities 43,538. Change in Value of Trusts 40,915. Change in Value of Beneficial Interests in Funds Held by Others 987,519. Part XI, Line 4b - Other Adjustments: Post-Retirement Costs 11,077. Central America and the Caribbean 0 0 Investments 1197111 0 0 0 0 0 0 1197111 0 1197111 0 0 0 0 1 0 Part III Accounting Method: Schedule F, Part IV, Line 5 The organization has analyzed its ownership in the foreign partnership and has determined that it does not meet the reporting thresholds for Form 8865. 1 Direct Cash Assistance to Indigents 20 30937 Educational Scholarships 5 20266 Part I, Line 2: Direct cash assistance is available for families who need assistance. A family service worker evaluates based on predetermined selection criteria and requests the funds to be sent when criteria are met. There is a budgeted amount each year that can be disbursed. Most amounts are paid directly to the utility provider or the rental company, etc. A committee determines eligibility for student educational grants based on predetermined selection criteria. Tuition is paid directly to the college or university and no cash changes hands. X X 0 0 0 0 0 0 0 0 0 William D Nicholson President 199074 0 0 0 0 0 20982 0 19798 0 239854 0 0 0 Mark Steven Shiflet Vice-President - Finance 120899 0 0 0 0 0 12906 0 17633 0 151438 0 0 0 Debra Nicholson Family member of William D. Nicholson, President 53796 Salaries & Benefits 0 Katie Troutman Family member of Roger Troutman, Trustee 40474 Salaries & Benefits 0 Tony Atkinson Family member of Marie Hancock, Trustee/Secretary 85644 Salaries & Benefits 0 X 99982 Cost X 1 1000 Cost X 6 121336 Selling Price X 30 7614 Cost X Gift Cards 17 16646 Cost X Livestock 4 3050 Cost 1 0 1 0 Part I, Column (b): The number of contributions represent the number of contributions received, not the number of items donated. Form 990, Part VI, Section A, line 1 The Executive Committee consists of the Chairman, Vice-Chairman, the Secretary, and the Chairman of each of the other standing committees. In addition to attending to any necessary business of the Children's Ministries that may present itself between the meetings of the Board, the Executive Committee may exercise the Board's authority with the exception of distributions; recommend dissolution, merger, or the sale, pledge or transfer of all of the corporation's assets; fill vacancies on the Board or committees; or adopt, amend, or repeal the articles or bylaws. Form 990, Part VI, Section A, line 4 The organization changed it's name from Connie Maxwell Children's Home to Connie Maxwell Children's Ministries. Form 990, Part VI, Section A, line 7a The governance of Connie Maxwell Children's Ministries is vested in a Board of Trustees, elected by the South Carolina Baptist Convention in the manner and for the terms prescribed in the articles of the institution, in accordance with the action of the Convention. The South Carolina Baptist Convention is an association of cooperating churches which meets annually for two days to conduct Convention business. Each church that contributes to the Cooperative Program and adheres to the Baptist Faith and Message 2000 is allowed to send a delegation of messengers to the annual meeting. Messengers register in advance and credentials are issued (including voting ballots) to qualified messengers. The messengers elect the trustees of Connie Maxwell Children's Ministries. Form 990, Part VI, Section A, line 7b The Messengers must approve all changes or amendments to the organization's articles. Form 990, Part VI, Section B, line 11b Form 990 is prepared by an independent CPA firm and reviewed in detail by the organization's top management. The reviewed Form 990 is then provided to the board of directors prior to filing with the IRS. Form 990, Part VI, Section B, line 12c The organization monitors conflicts of interest annually by vetting vendors prior to contracting with them. The organization ensures compliance with the policy by avoiding any and all conflict of interest problems. Officers and directors sign a conflict of interest form each year. Top level management and the Finance Committee of the Board of Trustees review the signed documents. If a conflict were to arise, the organization discontinues the vendor's services to avoid the conflict of interest. Should any potential conflicts of interest be disclosed, the board member or officer would be asked to refrain from participation in any deliberation or decision with regard to matters affected by the relationship. Form 990, Part VI, Section B, line 15 Questions 15a & 15b - The Executive Board of the trustees (Chairman, Vice Chairman, Secretary, and each of the four committee chairs) is tasked with supervising, evaluating, and determining compensation for the President. This process occurs annually prior to the November trustee meeting. The committee members review compensation for Presidents of similar programs in South Carolina and in nearby states. They also take into account the percentage increase of cost of living adjustments and merit raises given to other Connie Maxwell staff members for that year. They review with the President his activities for the past year and discuss plans and goals for the coming year. If financial conditions allow, a decision is made concerning any changes in compensation at that time. The Executive Committee reports its findings to the full board at the trustee meeting the next day and then gives a signed directive to the VP of HR as to any changes to be made in the President's compensation. All members involved in the compensation process are independent. The compensation approval is documented in the board minutes. The President approves the compensation of other officers using a similar process as described above. The Board of Trustees sets a range of salaries for the other officers using comparability data. This process is documented in the minutes upon approval. 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: Change in Value of Trusts 40,915. Actuarial Gain on Annuities 43,538. Change in Value of Beneficial Interests in Funds Held by Others 987,519. Post-Retirement Costs -11,077. South Carolina Baptist Convention 190 Stoneridge Drive Columbia SC 29210 570360087 Association of Southern Baptist Churches SC 501(c)(3) Line 1 N/A 0 Baptist Foundation of South Carolina 190 Stoneridge Drive Columbia SC 29210 570348054 Institution of SCBC designated for the management of trust funds SC 501(c)(3) Line 1 South Carolina Baptist Convention 0 Charitable Remainder Unitrusts (3) Trust SC Connie Maxwell Children's Ministries 1 Charitable Irrevocable Trust (1) Trust SC Connie Maxwell Children's Ministries 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0