2021-05-13T10:14:13-05:00 2020-06-30 420714325 RSM US LLP 30 S Wacker Drive Ste 3300 Chicago IL 60606 990 2019-07-01 362167940 Metropolitan Family Services METR 3129864000 One North Dearborn No 1000 Chicago IL 606024322 James Baldwin Chief Financial Officer 3129864000 2021-05-12 1 Rebekuh Eley P01247672 3126343400 2021-05-12 2019 2022-09-23 18:48:47Z Ricardo Estrada One North Dearborn No 1000 Chicago IL 606024322 92478282 0 X www.metrofamily.org X 1857 IL Metropolitan Family Services' mission is to provide and mobilize the services needed to strengthen families and communities. 72 72 1522 816 110019 96673 48984267 76790495 9467901 9841477 2527706 1806510 0 0 60979874 88438482 888992 2359528 0 0 39895289 43686404 0 0 3061003 19694323 42768286 60478604 88814218 501270 -375736 98118504 96724475 33616153 37992642 64502351 58731833 X Metropolitan Family Services' mission is to provide and mobilize the services needed to strengthen families and communities. 0 0 26685843 1439448 5492198 Emotional Wellness: We encourage healthy and productive lives.Through supportive, caring counseling, individuals and families in any phase of life are empowered to better handle life's challenges. Our mental health services provide psychiatric evaluation, case management and crisis intervention to help children and adults with chronic mental illness recover and be productive. We also offer assistance for older adults and their caregivers to meet the unique concerns of this stage of life. Compassionate violence prevention programs alleviate the impact of community or domestic violence. And specialized veterans' services help returning soldiers and their families reintegrate into civilian life and reconnect with one another.Number of Clients Served - 32,756 18719422 502156 953380 Empowerment: We help families stand up and be heard.The Legal Aid Society provides a wide range of essential legal services to low-income families who, without us, would have no other access to legal help. We offer legal assistance for cases of domestic violence, family and elder law, and housing and consumer issues, and hold workshops to educate people of their rights in these areas. All Legal Aid Society clients have access to the full scope of counseling and other services offered by Metropolitan Family Services. In addition, Public Policy initiatives advocate for better laws and systems that are more responsive to the needs of low-income families.Number of Clients Served - 39,166 22261808 43506 1413870 Education: We prepare young people and parents for success.Our programs promote academic achievement and social and emotional development among children, youth and families to foster success in life. Helping parents, especially younger parents, prepare for the challenges of parenting ensures that children are cared for, nurtured and experience a future of promise and opportunity.Number of Clients Served - 24,429 8426715 374419 1872010 Economic Stability: We support strong, self-sustaining families.Our programs offer support and education to economically challenged families so they may improve the quality of their work, lifestyle and finances. We help families prepare for, find and sustain stable jobs and housing, which is vital to long-term stability. Through specialized counseling services, our Employee Assistance Network helps employees remain productive and achieve balance between their work and personal lives.Number of Clients Served - 9,805 8426715 374419 1872010 76093788 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 576 0 1 1522 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 72 72 1 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 IL X X James Baldwin CFO 3129864195 One North Dearborn Chicago IL 606024322 Ricardo Estrada President & CEO 39.00 1.00 X 304088 0 23798 Teny O Gross Executive Director 40.00 X 195846 0 11083 Barbara West Stone Sr VP. External Affairs 40.00 X 189017 0 15906 Theresa Nihill Chief Operating Officer 39.50 0.50 X 181311 0 20156 Morris A Blount Psychiatrist 40.00 X 158391 0 10316 Franchot B Givens Psychiatrist 40.00 X 149070 0 10130 Vaughn Bryant Director 40.00 X 148602 0 10134 Denis Hurley CFO, Treasurer (until 3/2/20) 31.00 1.00 X 124070 0 17574 Cristy Carranza Assistant Secretary 40.00 X 40323 0 5637 Ashley Duchossois Joyce Chairman 0.50 0.50 X X 0 0 0 David S Tropp Vice Chairman 0.50 X X 0 0 0 Leslie M Smith Secretary 0.50 0.50 X X 0 0 0 Hubert Allen Board Member 0.50 X 0 0 0 Erik Barefield Board Member 0.50 X 0 0 0 Erica Borggren Board Member 0.50 X 0 0 0 Erica Canzona Board Member 0.50 X 0 0 0 Robert C Carr Board Member 0.50 X 0 0 0 Piyush Chaudhari Board Member 0.50 X 0 0 0 Julie Chavez Board Member 0.50 X 0 0 0 Julia A Cloud Board Member 0.50 X 0 0 0 Merle Goldblatt Cohen Board Member 0.50 X 0 0 0 Jennifer Comparoni Board Member 0.50 X 0 0 0 Marcus Cooper Board Member 0.50 X 0 0 0 Timothy S Crane Board Member 0.50 X 0 0 0 Tanya G Davis Board Member 0.50 X 0 0 0 Jason Dubinsky Board Member 0.50 X 0 0 0 Rebecca Eisner Board Member 0.50 X 0 0 0 Craig Esko Board Member 0.50 X 0 0 0 Michael P Foradas Board Member 0.50 X 0 0 0 C Gary Gerst Board Member 0.50 X 0 0 0 C Graham Gerst Board Member 0.50 X 0 0 0 Steven Gilford Board Member 0.50 X 0 0 0 James V Gilliam Board Member 0.50 X 0 0 0 Kristine M Givens CPA MST Board Member 0.50 X 0 0 0 David P Glatz Board Member 0.50 X 0 0 0 Stephen M Griesemer Board Member 0.50 X 0 0 0 Christy Harris Board Member 0.50 X 0 0 0 Wallace W Harris Jr Board Member 0.50 X 0 0 0 Kyle L Harvey Board Member 0.50 X 0 0 0 Roger Hochschild Board Member 0.50 X 0 0 0 R Thomas Howell Jr Board Member 0.50 X 0 0 0 Tony W Hunter Board Member 0.50 X 0 0 0 W Kirk James Board Member 0.50 X 0 0 0 Ronald Kropp Board Member 0.50 X 0 0 0 Jerome Krulewitch Board Member 0.50 X 0 0 0 John L MacCarthy Board Member 0.50 0.50 X 0 0 0 Marylin Marchetti Board Member 0.50 X 0 0 0 Aleck Matambo Board Member 0.50 X 0 0 0 Jeanne Marcus Board Member 0.50 X 0 0 0 Glenn Mazade Board Member 0.50 X 0 0 0 Jackie McLaughlin Board Member 0.50 X 0 0 0 Katherine Ann Melman Board Member 0.50 X 0 0 0 Martha Whittemore Melman Board Member 0.50 X 0 0 0 Toyin Ogun Board Member 0.50 X 0 0 0 Emily Ory Board Member 0.50 X 0 0 0 Peyton Hall Owen Jr Board Member 0.50 X 0 0 0 Diana Palomar Board Member 0.50 X 0 0 0 Stephen R Patton Board Member 0.50 X 0 0 0 Virginia Johnson Pillman Board Member 0.50 X 0 0 0 Richard Price Board Member 0.50 X 0 0 0 Daniel F Rahill Board Member 0.50 X 0 0 0 Michelle Ramirez Board Member 0.50 X 0 0 0 Barbara Rapp Board Member 0.50 X 0 0 0 Allen A Rodriguez Board Member 0.50 X 0 0 0 Bryan Rozum Board Member 0.50 X 0 0 0 Audrey H Rubin JD Board Member 0.50 X 0 0 0 Sophia Ruffolo Board Member 0.50 X 0 0 0 Kathleen Kelly Rummel Board Member 0.50 X 0 0 0 Lisa Cohen Schenkman Board Member 0.50 X 0 0 0 Eileen P Scudder Board Member 0.50 X 0 0 0 Laurie Fetzer Shults Board Member 0.50 X 0 0 0 Scott W Simmons Board Member 0.50 X 0 0 0 Scott C Solberg Board Member 0.50 X 0 0 0 Byron O Spruell Board Member 0.50 X 0 0 0 Kecia Steelman Board Member 0.50 X 0 0 0 John R Storino Board Member 0.50 X 0 0 0 Lynn Turner Board Member 0.50 X 0 0 0 Michael A Vargas Board Member 0.50 X 0 0 0 Jared Vegosen Board Member 0.50 X 0 0 0 Kamiar Vossoughi Board Member 0.50 X 0 0 0 Debbie K Wright Board Member 0.50 X 0 0 0 Matthew Zimmer Board Member 0.50 X 0 0 0 James Baldwin CFO, Treasurer (as of 3/16/20) 39.00 1.00 X 0 0 0 1490718 0 124734 23 0 1 0 Outsource Partners International Inc 320 Park Ave 29th Fl New York NY 10022 Outsourcing 323246 GDI Services Inc 4952 W 128th Place Alsip IL 60803 Facility Maintenance 157988 Midwest Mechanical Services 26943 Network Place Chicago IL 60673 Building Maintenance 147811 TLJ Carpentry Inc 6425 W 167th Street Tinley Park IL 60477 Building Maintenance 143467 Streamline Healthcare Solutions LLC 510 E Butler Court Kalamazoo MI 49007 Consultancy 141166 19 620792 1719077 17546380 37793736 19110510 748458 76790495 Emotional Wellness 900099 5540523 5492198 48325 Economic Stability 900099 1872010 1872010 Education 900099 1413870 1413870 Empowerment 900099 953380 953380 Book/Tax Diff Partnership Invest. 900099 61694 61694 9841477 1391634 1391634 4225480 3810604 414876 414876 414876 229196 1719077 229196 0 88438482 9731458 110019 1806510 X 2359528 2359528 775254 775254 35228540 30500448 3407302 1320790 845897 702344 110726 32827 4500135 3884804 417186 198145 2336578 1952501 290316 93761 47557 47557 44698 44698 36000 36000 371264 371264 31419224 28500716 2308095 610413 199053 170169 13159 15725 1246065 641793 575012 29260 1583352 1018841 465588 98923 3313744 2432228 307423 574093 320691 299080 18026 3585 283757 241409 29390 12958 551732 449615 80990 21127 657067 575614 63334 18119 Program Expense 1097734 1097734 Food 582917 582917 Client Transportation 502318 502318 Recruiting 145721 145721 365392 181729 152386 31277 88814218 76093788 9659427 3061003 2580567 3446278 12477443 13016119 206992 303810 1810978 1008547 41772674 20322558 21118864 21450116 42901268 40896034 17022392 16603571 98118504 96724475 11905034 14771781 1059567 1736926 12700000 12700000 16445 20825 2069838 1999130 2500000 2500000 3365269 4263980 33616153 37992642 X 15942360 11340588 48559991 47391245 64502351 58731833 98118504 96724475 X -375736 -2140234 -3254548 X 0 1 X 1 1 1 X 31507068 32598585 41850685 48984267 76790495 231731100 31507068 32598585 41850685 48984267 76790495 231731100 231731100 2684162 727015 1126329 1936816 1391634 7865956 97673 97673 239694729 45322838 0.96680 0.95400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36000 36000 76057788 76093788 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 36000 36000 36000 36000 144000 250000 250000 250000 250000 1000000 1500000 0 1 X 40385912 -559043 817320 39009549 40209614 19900 915208 758810 40385912 58110687 1558438 19459511 40209614 53402122 6026071 1317506 58110687 58282159 -3060037 1820000 53402122 0.00000 0.56880 0.43120 1 0 4322597 4322597 26268895 10015428 16253467 2631686 1838829 792857 8549496 8468301 81195 21450116 Beneficial Interest in Irrevocable Trusts 16603571 16603571 Interest Rate Swap 4263980 4263980 X 88319578 -2140234 2454288 314054 88005524 371264 61694 432958 88438482 90897242 2454288 2454288 88442954 371264 371264 88814218 Part IV, Line 2b: The organization holds funds on behalf of certain clients to cover their third-party obligations. Part V, Line 4: The intended use of the organization's endowment fund is to support the programs of the agency. Part X, Line 2: The Agency is exempt from income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code and applicable state law. The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Agency may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Agency and various positions related to the potential sources of unrelated business taxable income (UBTI). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities for the reporting periods presented in the financial statements. The Agency files Form 990 in the U.S. federal jurisdiction and the State of Illinois. Part XI, Line 4b - Other Adjustments: Book/Tax Difference for Partnership Investment 61,694. Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Investments 917677 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Program Services Self-Insurance Funding 260621 0 0 0 0 0 0 1178298 0 1178298 0 0 1 0 0 0 Part III Accounting Method: Holiday Celebration 1582315 1389011 193304 9776 114030 69498 LAS Dinner 341300 305408 35892 150 29352 6390 1 24658 24658 1948273 1719077 229196 9926 143382 75888 229196 0 1 After School Activity 2057 121945 Clothing 1089 334919 Food 6952 310813 Furniture/Household Cost/Phone 168 53486 Gas 1015 190631 Medical 20510 666650 Rent 1128 681084 Part I, Line 2: Metropolitan Family services provides financial assistance to active clients if it appears that a temporary limited infusion of funds will clearly help to maintain, establish or re-establish family stability. Categories of assistance include: food, shelter, utility expenses, transportation, clothing, and medical needs. During fiscal year 2020, the agency provided $2,359,528 of such assistance to clients. X X X 0 0 0 0 0 0 0 0 0 Ricardo Estrada President & CEO 304088 0 0 0 0 0 6369 0 17429 0 327886 0 0 0 Teny O Gross Executive Director 195846 0 0 0 0 0 4000 0 7083 0 206929 0 0 0 Barbara West Stone Sr VP. External Affairs 189017 0 0 0 0 0 3897 0 12009 0 204923 0 0 0 Theresa Nihill Chief Operating Officer 181311 0 0 0 0 0 3897 0 16259 0 201467 0 0 0 Morris A Blount Psychiatrist 158391 0 0 0 0 0 3233 0 7083 0 168707 0 0 0 Franchot B Givens Psychiatrist 149070 0 0 0 0 0 3047 0 7083 0 159200 0 0 0 Vaughn Bryant Director 148602 0 0 0 0 0 3051 0 7083 0 158736 0 0 0 X 30 748458 Fair Market Value X 20462 Fair Market Value X 10500 Fair Market Value 0 0 0 0 Part I, Column (b): There were 30 security contributions, totaling 5,462 units of stock. There is no available count for the number of contributions or items contributed for food inventory or drugs and medical supplies. Form 990, Part VI, Section A, line 2 Lisa Cohen Schenkman and Merle Goldblatt Cohen have a family relationship. Gary Gerst and Graham Gerst have a family relationship. Katherine Ann Melman and Martha Whittemore Melman have a family relationship. Form 990, Part VI, Section A, line 6 Metropolitan Family Services has two classes of members: direct members, who shall be the members from time to time of the Board of Directors of the Corporation; and advisory board members, who shall be persons interested in the work of the Corporation and elected to membership by the members of the Board of Directors. Form 990, Part VI, Section A, line 7a The Board of Directors shall be occupied by members of the Corporation, as elected by the existing Board of Directors. Form 990, Part VI, Section B, line 11b The Form 990 is reviewed by the Board Audit Committee. The Committee obtains confirmation that the independent accountants have reviewed the Form 990 and that they have concluded that it was prepared in accordance with applicable laws and regulations. A copy of the Form 990 is provided to the Board before filing with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c The agency distributes the conflict of interest policy once a year to all board members and to all employees in leadership positions. Along with the policy each person receives a questionnaire that they must complete. The questionnaire is designed to identify any possible conflict of interest situations that may exist. Each person receiving the questionnaire must confirm that they have received a copy of the policy, read and understand the policy, completed all questions in the questionnaire, and agree to continually comply with the policy. Members and leaders have the expectation to report any potential conflict of interest transaction before it occurs during the year. Members do recuse themselves from voting if a conflict of interest is present. The audit committee reviews a summary of the responses to the questionnaires and follows up as needed. Form 990, Part VI, Section B, line 15 The board appoints a compensation committee whose responsibility it is to set compensation for the President & CEO and those employees reporting to the President & CEO. The committee uses benchmark data to set salary levels. Minutes of the committee's meetings are maintained and approved. Form 990, Part VI, Section C, line 19 The agency's financial statements are made available to the public via the agency's website. Governing documents and the conflict of interest policy are made available to the public upon request. Documents are provided within the same period of disclosure as Section 6104(d) describes. Form 990, Part IX, line 11g Sub Contractors: Program service expenses 27,454,408. Management and general expenses 1,678,905. Fundraising expenses 535,917. Total expenses 29,669,230. Professional Fees: Program service expenses 406,580. Management and general expenses 605,577. Fundraising expenses 73,114. Total expenses 1,085,271. Temporary Services: Program service expenses 105,710. Management and general expenses 4,730. Fundraising expenses 0. Total expenses 110,440. Psychiatric Consultation: Program service expenses 384,198. Management and general expenses 0. Fundraising expenses 0. Total expenses 384,198. Staff Development: Program service expenses 149,820. Management and general expenses 18,883. Fundraising expenses 1,382. Total expenses 170,085. Form 990, Part XI, line 9: Change in Market Value of Swaps -898,711. Pension Adjustment -2,294,143. Book/Tax Difference for Partnership Investment -61,694. Form 5471: The shareholders of Columbus Insurance, Ltd. meet Form 5471 Category 3 and 5 filing requirements because of IRC Section 953(c). None of the shareholders meet the 10% ownership requirements stated in the instructions for Form 5471 Schedule B. Accordingly, no shareholder list is required per the instructions. Metropolitan Family Services DuPage 222 East Willow Ave Wheaton IL 60187 362167061 Counseling IL 501(c)(3) Line 7 Metropolitan Family Services 1 Family Shelter Service Inc 605 E Roosevelt Road Wheaton IL 60187 362883552 Counseling IL 501(c)(3) Line 7 Metropolitan Family Services 1 Perpetual Trusts (1) Charitable Trust IL Metropolitan Family Services T 1 Family Counseling Service of Evanston and Skokie Valley Counseling IL Metropolitan Family Services C 1 Metropolitan Family Services Southwest Counseling IL Metropolitan Family Services C 1 The Legal Aid Society of Chicago Counseling IL Metropolitan Family Services C 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 Family Shelter Service Inc C 905952 Cash Metropolitan Family Services DuPage C 16640428 Cash