2020-01-22T11:03:35-06:00 2019-06-30 561031342 WILLIAMS OVERMAN PIERCE LLP 2501 ATRIUM DRIVE SUITE 500 RALEIGH NC 27607 990 2018-07-01 560547482 METHODIST HOME FOR CHILDREN INC METH 9198332834 1041 WASHINGTON STREET RALEIGH NC 27605 PETER M WILLIAMS VP OF FINANCE & CFO 9198332834 2020-01-14 1 MARYELLEN PRANCE CPA P01662078 9197823444 2020-01-14 X 64.88.174.3 2020-01-14 15:12:30 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 14E5329E549F4886DC12AC939F571E4162818494 2018 2020-09-23 17:36:50Z PETER M WILLIAMS 1041 WASHINGTON STREET RALEIGH NC 27605 18636257 0 X WWW.MHFC.ORG X 1899 NC CHILDREN AND FAMILY SERVICES. 30 29 385 200 0 0 13394157 13517907 3786054 3614692 57900 39196 3201868 1225701 20439979 18397496 82691 80866 0 0 11848849 12756858 0 0 879438 5926793 5705507 17858333 18543231 2581646 -145735 6073572 6622180 2435005 3051850 3638567 3570330 X TO BUILD UPON THE SOCIAL, PHYSICAL, EMOTIONAL AND SPIRITUAL STRENGTHS OF CHILDREN, YOUTH AND FAMILIES AND TO AFFIRM THEIR WORTH. 0 0 8081921 JUVENILE HOME SERVICES - METHODIST HOME FOR CHILDREN, INC. ("MHC") OPERATES FIVE MULTI-PURPOSE JUVENILE HOMES PROVIDING SERVICES TO YOUTH INVOLVED IN THE JUVENILE JUSTICE SYSTEM WHO ARE DIVERTED TO THESE HOMES TO PARTICIPATE IN A THERAPEUTIC ENVIRONMENT FOCUSED ON MAKING POSITIVE BEHAVIORAL CHANGES. MHC OPERATES TWO TRANSITIONAL LIVING HOMES WITH A FOCUS ON HELPING THE YOUTH LEARN INDEPENDENT LIVING AND VOCATIONAL SKILLS. MHC ALSO OPERATES THREE JUVENILE CRISIS AND ASSESSMENT CENTERS PROVIDING CRISIS INTERVENTION, ASSESSMENT AND SERVICE PLANNING FOR YOUTH WHO REQUIRE TEMPORARY OUT-OF-HOME PLACEMENT TO STABILIZE THEIR BEHAVIORS AND PROVIDE AN OPPORTUNITY TO DETERMINE EFFECTIVE INTERVENTIONS. DURING THE FISCAL YEAR, 437 YOUTH WERE SERVED IN THESE HOMES AND ASSESSMENT CENTERS. 2611161 746379 FOSTER CARE & ADOPTIONS - MHC PROVIDES FOSTER CARE SERVICES FOR YOUTH WHO ARE EXPERIENCING TRAUMA DUE TO ISSUES INVOLVING ABUSE, NEGLECT, AND/OR POTENTIAL HOMELESSNESS OR MENTAL HEALTH NEEDS. DURING THE FISCAL YEAR, MHC SERVED A TOTAL OF 218 YOUTH IN FOSTER CARE. OF THOSE, 122 YOUTH WERE SERVED IN TRADITIONAL FOSTER CARE, 39 WERE SERVED IN THERAPEUTIC FOSTER CARE (CHILDREN WITH SPECIFIC AND CHRONIC MENTAL HEALTH DIAGNOSES), 23 WERE SERVED IN RAPID RESPONSE CRISIS STABILIZATION (CHILDREN IN CRISIS WHO NEED EMERGENCY SHORT-TERM CARE), AND 34 WERE SERVED IN JUVENILE JUSTICE FOSTER CARE (RUNAWAYS, GANG-AFFILIATED TEENS, OR OTHER COURT-INVOLVED YOUTH). DURING THE FISCAL YEAR, MHC COMPLETED A TOTAL OF 20 ADOPTIONS. 2833497 1730995 EARLY CHILDHOOD SERVICES - MHC OPERATES THE JORDAN CHILD AND FAMILY ENRICHMENT CENTER, A FIVE-STAR CHILD CARE CENTER PROVIDING SERVICES FOR TYPICALLY AND ATYPICALLY DEVELOPING CHILDREN IN AN INCLUSIVE CLASSROOM. DURING THE FISCAL YEAR, MHC SERVED 221 CHILDREN IN THIS PROGRAM. 40% OF ENROLLED CHILDREN WERE CONSIDERED TO BE AT-RISK DUE TO FAMILY INCOME OR DISABILITY. 47% OF THE ENROLLED CHILDREN RECEIVED FINANCIAL ASSISTANCE. 10% OF THE ENROLLED CHILDREN HAD DEVELOPMENTAL DISABILITIES. 1119084 MENTAL HEALTH SERVICES - MHC PROVIDES MENTAL HEALTH SERVICES (FACT) FOR YOUTH WHO ARE DUALLY DIAGNOSED WITH MENTAL ILLNESS/SEVERE EMOTIONAL DISORDERS AND UNDERLYING DEVELOPMENTAL DISABILITIES. SERVICES INCLUDE OUTPATIENT SERVICES, RESIDENTIAL HOMES AND DAY TREATMENT. DURING THE FISCAL YEAR, MHC SERVED 18 YOUTH IN THIS PROGRAM. 1182756 896363 FAMILY PRESERVATION - MHC EMPLOYS SPECIALISTS TO THE HOME OR COMMUNITY TO ASSIST FAMILIES WITH INCREASING THEIR OVERALL FUNCTIONING. THESE SERVICES ADDRESS FAMILIES WITH DRUG ABUSE ISSUES, BRINGING CHILDREN BACK HOME FROM OUT-OF-HOME PLACEMENTS OR KEEPING FAMILIES TOGETHER. DURING THE FISCAL YEAR, MHC SERVED 389 CHILDREN AND FAMILIES. 151020 240955 CONSULTATION & PROGRAM DEVELOPMENT - MHC PROVIDES COMPREHENSIVE TRAINING AND CONSULTATION SERVICES THAT CAN AID OUTSIDE AGENCIES IN THEIR EFFORTS TO IMPROVE THEIR SERVICES AND WORK WITH THE COMMUNITY. DURING THE FISCAL YEAR, MHC PROVIDED CONSULTATION AND PROGRAM DEVELOPMENT SERVICES TO 6 OUTSIDE AGENCIES AND 4 GOVERNMENTAL ENTITIES. 81252 80866 SCHOLARSHIPS - THE HACKLEY EDUCATION AND LEARNING PROGRAM (HELP) PROVIDES SUPPORT FOR THE HIGHER EDUCATION GOALS OF STUDENTS FROM OUR MULTI-PURPOSE JUVENILE HOMES, TRANSITIONAL LIVING HOMES AND FOSTER CARE HOMES. DURING THE FISCAL YEAR, 26 STUDENTS RECEIVED MENTORING AND FINANCIAL ASSISTANCE TO ATTEND HIGHER EDUCATION INSTITUTIONS. 2534112 80866 1137318 16060691 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 54 0 1 385 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 30 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X PETER M WILLIAMS 9198332834 1041 WASHINGTON STREET RALEIGH NC 276050917 RICK WOODS CHAIR 1.00 1.00 X X 0 0 0 REV BRUCE STANLEY PRESIDENT/CEO 50.00 1.00 X X 136707 0 43605 CHRIS MCCLURE VICE CHAIR 1.00 1.00 X X 0 0 0 ALBERT BLACKMON VICE CHAIR 1.00 1.00 X X 0 0 0 RICHARD ROEDER TREASURER 1.00 1.00 X X 0 0 0 JESSICA VICKERS SECRETARY 1.00 1.00 X X 0 0 0 ERIK ROSS MEMBER AT LARGE 1.00 1.00 X X 0 0 0 AIREN BLAINE BOARD MEMBER 1.00 X 0 0 0 CHRIS BRADY BOARD MEMBER 1.00 X 0 0 0 KATIE WELCH CLAYTON BOARD MEMBER 1.00 X 0 0 0 LINDA COLEMAN BOARD MEMBER 1.00 X 0 0 0 ANTHONY DAVIS BOARD MEMBER 1.00 X 0 0 0 DONALD DAVIS BOARD MEMBER 1.00 X 0 0 0 MARCUS GREEN BOARD MEMBER 1.00 X 0 0 0 CLARENCE HIGH BOARD MEMBER 1.00 X 0 0 0 JANIE JORDAN BOARD MEMBER 1.00 X 0 0 0 PAUL LEELAND BOARD MEMBER 1.00 X 0 0 0 KEN MAXWELL BOARD MEMBER 1.00 X 0 0 0 EASTER MAYNARD BOARD MEMBER 1.00 X 0 0 0 RICHARD MORRISON BOARD MEMBER 1.00 X 0 0 0 JULIE MURPHY BOARD MEMBER 1.00 X 0 0 0 JOE PEARCE BOARD MEMBER 1.00 X 0 0 0 KIMREY RHINEHARDT BOARD MEMBER 1.00 X 0 0 0 JANE SPICER BOARD MEMBER 1.00 X 0 0 0 DR KEVIN STROM BOARD MEMBER 1.00 X 0 0 0 LINDA TAYLOR BOARD MEMBER 1.00 X 0 0 0 PAUL THOMAS BOARD MEMBER 1.00 X 0 0 0 MARTHA WALSTON BOARD MEMBER 1.00 X 0 0 0 BISHOP HOPE MORGAN WARD BOARD MEMBER 1.00 X 0 0 0 LEE ANDREW WILLIS III BOARD MEMBER 1.00 X 0 0 0 PETER WILLIAMS VP FINANCE & CFO 50.00 1.00 X 102016 0 32452 POLLY WILLIS VP ADVANCEMENT 50.00 X 98291 0 27855 BEN SANDERS VP PROGRAMS 50.00 X 98346 0 26429 KEN PERRY VP OPERATIONS 50.00 X 102362 0 11810 SAMUEL GRAY PHD CHIEF PSYCHOLOGIST 50.00 X 102413 0 8194 640135 0 150345 4 0 1 0 0 92872 11055094 2369941 144730 13517907 JORDAN CENTER 624410 1730995 1730995 MEDICAID 624100 1488038 1488038 CONSULTING & PROGRAM DEVELOPMENT 624100 240955 240955 GROUP HOME SERVICE CONTRACTS 624100 154704 154704 3614692 21891 21891 16200 17451 -1251 -1251 -1251 18603 1298 17305 17305 17305 309319 92872 220012 89307 89307 TRANSFERS FROM MHC FOUNDATION 624100 1006659 1006659 MISCELLANEOUS 900099 130986 130986 1137645 18397496 4752337 0 127252 X 80866 80866 790478 349553 314779 126146 9281730 8371051 511638 399041 577230 411211 107230 58789 1401475 1280754 58831 61890 705945 619300 52160 34485 73792 73792 22570 10310 12260 42219 572 81 41566 136813 79084 19532 38197 310260 161976 124797 23487 660737 573094 87643 748540 712973 17865 17702 1292 1292 26535 26535 380254 285574 85943 8737 77941 50209 26666 1066 INDIRECT COST ALLOCATIO 1034932 1034932 BOARD PAYMENTS - THERAP 595762 595762 BOARD PAYMENTS - FOSTER 462201 462201 FOOD & SCHOOL LUNCHES 391586 391586 740073 599993 84008 56072 18543231 16060691 1603102 879438 764471 1113385 114727 112319 74647 44154 768727 674014 98383 94489 7471118 3529637 3719242 3941481 533375 642338 6073572 6622180 1320628 1856885 613559 784710 500818 410255 2435005 3051850 X 3638567 3570330 3638567 3570330 6073572 6622180 X -145735 77498 X 0 1 X 1 0 X 9058604 10420160 11881410 13394157 13517907 58272238 9058604 10420160 11881410 13394157 13517907 58272238 58272238 14850 16200 55057 52840 169076 308023 2164 460854 463018 59043279 18996276 0.98690 0.98860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20313897 99268 827400 1006659 20233906 22042016 56706 1533036 3317861 20313897 20366300 332250 2358105 1014639 22042016 21533433 520460 -822174 865419 20366300 21755735 56050 688515 966867 21533433 0.81890 0.06510 0.11600 0 1 1 5318903 2638056 2680847 75675 7107 68568 1262292 762203 500089 814248 122271 691977 3941481 DUE FROM MHC FOUNDATION 24838 ANNUITIES CONTRACTS 617500 642338 X 18550204 1159367 1159367 17390837 1006659 1006659 18397496 18780694 237463 237463 18543231 0 18543231 PART V, LINE 4: ENDOWMENT FUNDS ARE USED FOR SCHOLARSHIPS, CHILDREN'S LITERATURE, BUILDINGS AND GROUNDS MAINTENANCE AS WELL AS FOR GENERAL OPERATIONS. PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE HOME, AND HAS CONCLUDED THAT AS OF JUNE 30, 2019, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE HOME IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR TAX YEARS PRIOR TO 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME REPORTED ON MHC FOUNDATION 1,253,088. UNREALIZED LOSS REPORTED ON MHC FOUNDATION -249,762. MHC FOUNDATION INCOME ADJUSTMENTS- GAIN ON BENEFICIAL INT IN PERPETUAL FUNDS -5,648. INCOME ADJUSTMENTS ON MHC FOUNDATION- INVESTMENT FEES NETTED WITH INVEST INC -75,774. RENTAL EXPENSES NETTED ON FORM 990 17,451. FUNDRAISING EXPENSES NETTED WITH REVENUES 220,012. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET TRANSFERS FROM FOUNDATION 1,006,659. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED ON FORM 990 17,451. FUNDRAISING EXPENSES NETTED WITH REVENUES 220,012. WINTERS TALE 353879 76160 277719 71330 8327 48390 2000 55404 FIRST CHANCE FOR WHITE PANTS 48312 16712 31600 15293 8751 3000 7517 402191 92872 309319 86623 8327 57141 5000 62921 220012 89307 1 SCHOLARSHIPS 29 80866 N/A PART I, LINE 2: ALL SCHOLARSHIP RECIPIENTS ARE MONITORED BY THEIR ADVISORS AND THE SCHOLARSHIP COMMITTEE ON A REGULAR BASIS. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 REV BRUCE STANLEY PRESIDENT/CEO 136707 0 0 0 0 0 23474 0 20131 0 180312 0 0 0 X 53232 FMV X MISC AUCTION ITEMS 443 91498 FMV 0 1 1 PART I, LINE 32B: A PROFESSIONAL AUCTIONEER IS HIRED TO AUCTION NON-CASH CONTRIBUTIONS. A REAL ESTATE AGENT ASSISTS WITH THE SELLING OF REAL PROPERTY. FORM 990, PART VI, SECTION B, LINE 11B BOTH THE CFO AND THE CONTROLLLER INDIVIDUALLY REVIEW EACH PAGE OF THE 990 FOR ACCURACY AND MAKE NOTES FOR ANY ITEMS IN QUESTION. THE CFO AND CONTROLLER THEN MEET TOGETHER TO REVIEW THESE NOTES AND MAKE ANY NECESSARY CHANGES. THE 990 IS THEN EMAILED TO ALL BOARD MEMBERS FOR ANY COMMENTS OR QUESTIONS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION TRAINS BOARD MEMBERS REGARDING THIS POLICY DURING ANNUAL BOARD ORIENTATIONS, AND TRAINS ALL NEW SUPERVISORS ON THE CONFLICT OF INTEREST POLICY DURING SUPERVISION AND MANAGEMENT WORKSHOPS. ADDITIONALLY, EACH YEAR, THE AGENCY SIGNS A CONFLICT OF INTEREST POLICY WITH THE STATE OF NORTH CAROLINA. MANAGEMENT REVIEWS CONTRACTS FOR CONFLICTS OF INTEREST AS CONTRACTS ARE NEGOTIATED AND SIGNED. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE MEETS WITH THE BOARD PRESIDENT TO REVIEW HIS SALARY USING A BENCHMARKS SALARY SURVEY TO DETERMINE THE APPROPRIATENESS OF HIS SALARY. THE BOARD PRESIDENT REVIEWS THE SALARIES OF THOSE WHO REPORT TO HIM AND USES THE SAME SURVEY TO DETERMINE THE APPROPRIATENESS OF THOSE SALARIES. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATION MAKES DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 24E DATA & COMMUNICATIONS: PROGRAM SERVICE EXPENSES 166,949. MANAGEMENT AND GENERAL EXPENSES 20,477. FUNDRAISING EXPENSES 11,961. TOTAL EXPENSES 199,387. TRAINING: PROGRAM SERVICE EXPENSES 109,537. MANAGEMENT AND GENERAL EXPENSES 4,016. FUNDRAISING EXPENSES 2,587. TOTAL EXPENSES 116,140. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 94,484. MANAGEMENT AND GENERAL EXPENSES 15,732. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 110,216. CONSULTANTS: PROGRAM SERVICE EXPENSES 37,209. MANAGEMENT AND GENERAL EXPENSES 2,936. FUNDRAISING EXPENSES 36,571. TOTAL EXPENSES 76,716. EDUCATIONAL EXPENSES: PROGRAM SERVICE EXPENSES 58,803. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 58,803. CLOTHING: PROGRAM SERVICE EXPENSES 56,903. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,903. DONATED SUPPLIES: PROGRAM SERVICE EXPENSES 48,982. MANAGEMENT AND GENERAL EXPENSES 500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,482. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 3,666. MANAGEMENT AND GENERAL EXPENSES 35,572. FUNDRAISING EXPENSES 2,180. TOTAL EXPENSES 41,418. PROGRAM MATERIALS: PROGRAM SERVICE EXPENSES 17,563. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,563. RECRUITMENT: PROGRAM SERVICE EXPENSES 5,897. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,897. BD OF DIRECTORS EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,775. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,775. ALUMNI ASSOCIATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,773. TOTAL EXPENSES 2,773. FORM 990, PART XI, LINE 9: ADJUSTMENT TO ASC 715 77,498. FACT SPECIALIZED SERVICES LLC 1041 WASHINGTON STREET RALEIGH NC 27605 562265224 MENTAL HEALTH SERVICES NC 1054143 122458 METHODIST HOME FOR CHILDREN INC MHC REAL ESTATE 1041 WASHINGTON STREET RALEIGH NC 27605 471540010 REAL ESTATE HOLDING NC 16200 326627 METHODIST HOME FOR CHILDREN INC METHODIST HOME FOR CHILDREN FOUNDATION 1041 WASHINGTON STREET RALEIGH NC 27605 562259577 SUPPORT OF METHODIST HOME OPERATIONS NC 501(C)(3) 509(A)(3) METHODIST HOME FOR CHILDREN INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 METHODIST HOME FOR CHILDREN FOUNDATION R 99268 FMV METHODIST HOME FOR CHILDREN FOUNDATION S 1351325 FMV