2020-03-05T07:22:57-06:00 2019-06-30 420714325 RSM US LLP 1 S Wacker Drive Suite 800 Chicago IL 60606 990 2018-07-01 362167940 Metropolitan Family Services METR 3129864000 One North Dearborn No 1000 Chicago IL 606024322 Denis Hurley Chief Financial Officer 3129864000 2020-02-25 1 Rebekuh Eley P01247672 3126343400 66.98.98.134 2020-02-25 10:25:06 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 2A28FA2E2A09A40AF4F0A751499BE74D16D20E85 2018 2021-01-29 14:40:06Z Ricardo Estrada One North Dearborn No 1000 Chicago IL 606024322 66448941 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. 69 69 1262 659 0 0 41850685 48984267 9178467 9467901 1218221 2527706 0 0 52247373 60979874 456111 888992 0 0 34290903 39895289 0 0 1999586 19264692 19694323 54011706 60478604 -1764333 501270 91931517 98118504 32279431 33616153 59652086 64502351 X Metropolitan Family Services' mission is to provide and mobilize the services needed to strengthen families and communities. 0 0 20662827 740665 5521779 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 - 22,690 13026077 26243 1298042 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 - 4,166 10125079 50291 634036 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 - 33,767 7858550 71793 2014044 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 - 10,567 7858550 71793 2014044 51672533 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 1 610 0 1 1262 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 69 69 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 Denis Hurley CFO 3129864193 One North Dearborn Chicago IL 606024322 Michael A Vardas Jr Chairman 0.50 X X 0 0 0 Ashley Duchossois Joyce Vice Chairman 0.50 X X 0 0 0 Leslie M Smith Secretary 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 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 David F Graham 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 Martha Whittemore Melman Board Member 0.50 X 0 0 0 Toyin Ogun 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 Daniel F Rahill 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 Gregory L Ryan 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 David S Tropp Board Member 0.50 X 0 0 0 Lynn Turner Board Member 0.50 X 0 0 0 Kamiar Vossoughi Board Member 0.50 X 0 0 0 Adrienne Weiss 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 Ricardo Estrada President & CEO 40.00 0.50 X 304310 0 20703 Denis Hurley CFO, Treasurer 31.50 0.50 X 139873 0 17933 Barbara Winkelman Assistant Secretary (Until 11/18) 40.00 X 57207 0 6269 Cristy Carranza Assistant Secretary 40.00 X 31040 0 163 Theresa Nihill Chief Operating Officer 40.00 X 182112 0 20151 Teny O Gross Executive Director 40.00 X 194444 0 11083 Barbara West Stone Sr VP. External Affairs 40.00 X 188541 0 15896 Morris A Blount Psychiatrist 40.00 X 158043 0 10308 Franchot B Givens Psychiatrist 40.00 X 148746 0 10122 Lisa Stephens Executive Director 40.00 X 125436 0 20129 1529752 0 132757 20 0 1 0 Outsource Partners International Inc 280 Park Ave 38th Fl New York NY 10017 Outsourcing 315051 GDI Services Inc 4952 W 128th Place Alsip IL 60803 Facility Maintenance 157255 Streamline Healthcare Solutions LLC 510 E Butler Court Kalamazoo MI 49007 Consultancy 143352 Midwest Mechanical Services 26943 Network Place Chicago IL 60673 Building Maintenance 132912 TLJ Carpentry Inc 6425 W 167th Street Tinley Park IL 60477 Building Maintenance 113580 15 912773 1364425 30395125 16311944 410080 48984267 Emotional Wellness 900099 5521779 5521779 Economic Stability 900099 2014044 2014044 Education 900099 1298042 1298042 Empowerment 900099 634036 634036 9467901 1936816 1936816 5856764 5265874 590890 590890 590890 203193 1364425 203193 0 60979874 9467901 0 2527706 X 888992 888992 745808 745808 31852017 28131378 2675892 1044747 917684 796520 94403 26761 3985012 3513399 344188 127425 2394768 2075310 243274 76184 21500 21500 74671 74671 36000 36000 350906 350906 8596667 7981049 560873 54745 186059 154491 12068 19500 1190057 625071 551311 13675 1396584 962364 368957 65263 3096823 2363888 252469 480466 426633 405895 16803 3935 425406 375997 38921 10488 551692 454732 75536 21424 489953 430159 47368 12426 Program Expense 1016005 1016005 Food 665718 665718 Client Transportation 584408 584408 Recruiting 166433 166433 418808 247157 129104 42547 60478604 51672533 6806485 1999586 153574 2580567 14005565 12477443 120400 206992 1516035 1810978 40652673 19533809 16541762 21118864 42679474 42901268 16914707 17022392 91931517 98118504 11578895 11905034 764157 1059567 12700000 12700000 19670 16445 4518305 4569838 2698404 3365269 32279431 33616153 X 11871052 15942360 25299836 25951208 22481198 22608783 59652086 64502351 91931517 98118504 X 501270 -421108 4770103 X 0 1 X 1 1 1 X 30994270 31507068 32598585 41850685 48984267 185934875 30994270 31507068 32598585 41850685 48984267 185934875 185934875 2489828 2684162 727015 1126329 1936816 8964150 194899025 44509879 0.95400 0.95090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36000 36000 60127698 60163698 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 36000 36000 36000 36000 144000 250000 250000 250000 250000 1000000 1500000 0 1 X 40209614 19900 915208 758810 40385912 58110687 1558438 19459511 40209614 53402122 6026071 1317506 58110687 58282159 -3060037 1820000 53402122 58350421 1498738 1567000 58282159 0.00000 0.55980 0.44020 1 0 4322597 4322597 26049599 9379532 16670067 1706686 1706686 0 8573791 8447591 126200 21118864 Beneficial Interest in Irrevocable Trusts 17022392 17022392 Interest Rate Swap 3365269 3365269 X 84217655 -421108 3056600 20953195 23588687 60628968 350906 350906 60979874 77301841 3056600 14191443 17248043 60053798 350906 73900 424806 60478604 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 (UBIT). 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 2d - Other Adjustments: Affiliate Revenue - Metropolitan Family Services DuPage 14,191,443. Transfer in of Family Shelter Services Net Assets 6,761,752. Part XII, Line 2d - Other Adjustments: Affiliate Expense - Metropolitan Family Services DuPage 14,191,443. Part XII, Line 4b - Other Adjustments: Affiliate Capital Campaign Capital Expenses 73,900. Central America and the Caribbean 0 0 Investments 844446 Central America and the Caribbean 0 0 Program Services Self-Insurance Funding 283700 0 0 0 0 0 0 1128146 0 1128146 0 0 1 0 0 0 Holiday Celebration 1097053 930918 166135 27201 86547 52387 LAS Dinner 447570 417220 30350 6341 20824 3185 3 22995 16287 6708 6708 1567618 1364425 203193 33542 107371 62280 203193 0 1 After School Activity 384 45945 0 Clothing 77 126186 0 Food 2075 117104 0 Furniture/Household Cost/Phone 55 20152 0 Gas 323 71824 0 Medical 7127 251171 0 Rent 418 256610 0 Part I, Line 2: Grant funds are distributed to needy clients as part of ongoing services. 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 for which grants may pay include: food, shelter, utility, household expenses, transportation, clothing, and medical needs. X X X 0 0 0 0 0 0 0 0 0 Ricardo Estrada President & CEO 304310 0 0 0 0 0 6201 0 14502 0 325013 0 0 0 Denis Hurley CFO, Treasurer 139873 0 0 0 0 0 3078 0 14855 0 157806 0 0 0 Theresa Nihill Chief Operating Officer 182112 0 0 0 0 0 3892 0 16259 0 202263 0 0 0 Teny O Gross Executive Director 194444 0 0 0 0 0 4000 0 7083 0 205527 0 0 0 Barbara West Stone Sr VP. External Affairs 188541 0 0 0 0 0 3887 0 12009 0 204437 0 0 0 Morris A Blount Psychiatrist 158043 0 0 0 0 0 3225 0 7083 0 168351 0 0 0 Franchot B Givens Psychiatrist 148746 0 0 0 0 0 3039 0 7083 0 158868 0 0 0 X 15 410080 Fair Market Value 0 0 0 0 Part I, Column (b): There were 15 security contributions, totaling 3,078 units of stock. 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. 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 6,723,820. Management and general expenses 35,249. Fundraising expenses 0. Total expenses 6,759,069. Professional Fees: Program service expenses 560,053. Management and general expenses 466,858. Fundraising expenses 53,397. Total expenses 1,080,308. Temporary Services: Program service expenses 308,677. Management and general expenses 12,956. Fundraising expenses 0. Total expenses 321,633. Psychiatric Consultation: Program service expenses 276,441. Management and general expenses 0. Fundraising expenses 0. Total expenses 276,441. Staff Development: Program service expenses 112,058. Management and general expenses 45,810. Fundraising expenses 1,348. Total expenses 159,216. Form 990, Part XI, line 9: Change in Market Value of Swaps -666,865. Pension Adjustment -1,398,684. Affiliate Capital Expenses 73,900. Transfer in of Family Shelter Services Net Assets 6,761,752. 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. Transfer of Family Shelter Services Net Assets: Effective April 1, 2019, Family Shelter Services (FSS) transferred its net assets to the Agency under a mutual agreement. FSS is an Illinois not-for-profit 501(c)(3) tax exempt entity, based in Wheaton, Illinois, whose mission and services include counseling, advocacy and community education. The transaction was the result of a shared belief on the part of both organizations that together they could reach more survivors of domestic violence and create a seamless continuum of services in this program area. FSS has annual revenue of approximately $3,000,000. Metropolitan Family Services recorded the transaction in accordance with the Business Combinations Topic of the ASC, which requires the acquisition method to be used for this type of business combination. There was no consideration transferred, therefore, the Agency recognized on its statement of activities an inherent contribution for the fair value of the transferred net assets of $6,761,752. There were no identifiable intangible assets acquired in the transaction. Metropolitan Family Services of Dupage 222 East Willow Ave Wheaton IL 601875426 362167061 Counseling IL 501(c)(3) 7 Metropolitan Family Services 1 Perpetual Trusts (1) Charitable Trust IL Metropolitan Family Services T 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0