2020-05-08T07:23:25-05:00 2019-06-30 560747981 DIXON HUGHES GOODMAN LLP 901 EAST CARY STREET SUITE 1000 RICHMOND VA 23219 990 2018-07-01 540505969 UNITED METHODIST FAMILY SERVICES OF VIRGINIA INC UNIT 8042549664 3900 WEST BROAD STREET RICHMOND VA 23230 GREG PETERS PRESIDENT & CEO 8042549664 2020-05-04 1 LAKRISHA J WATSON P01677333 8042827636 2020-05-04 141.152.52.24 2020-05-04 15:46:20 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F5546B5B7CD38A446598DAD023256886AFA7EE0D 2018 2020-04-17 16:48:07Z GREG PETERS 3900 WEST BROAD STREET RICHMOND VA 23230 38173597 0 X WWW.UMFS.ORG X 1900 VA UMFS IS A SOCIAL SERVICE ORGANIZATION WITH LOCATIONS THROUGHOUT VIRGINIA. FOR MORE THAN A CENTURY, WE HAVE BEEN UNWAVERING CHAMPIONS FOR HIGH RISK KIDS AND THEIR FAMILIES, DOING WHATEVER IT TAKES TO HELP THEM OVERCOME OBSTACLES AND REACH THEIR FULL POTENTIAL. 17 16 578 941 0 0 5162665 3638637 16358214 17345434 922339 990376 1381878 1497075 23825096 23471522 0 0 0 0 14181382 14981651 0 0 619325 6812423 7194360 20993805 22176011 2831291 1295511 28284059 29776900 3096503 3333906 25187556 26442994 X FOR MORE THAN A CENTURY, UNITED METHODIST FAMILY SERVICES OF VIRGINIA HAS BEEN UNWAVERING CHAMPIONS FOR HIGH-RISK KIDS AND THEIR FAMILIES, DOING WHATEVER IT TAKES TO HELP THEM OVERCOME OBSTACLES AND REACH THEIR FULL POTENTIAL. WE EMPOWER KIDS TO OVERCOME TRAUMA, SUCCEED IN SCHOOL AND CREATE LIFELONG CONNECTIONS. OUR GOAL IS TO HELP CHILDREN AND FAMILIES BECOME SELF-SUFFICIENT MEMBERS OF THEIR COMMUNITIES, AND IN TURN, TO CREATE A WORLD IN WHICH CARING, OPPORTUNITY AND GENEROSITY ARE PASSED ON FROM GENERATION TO GENERATION. 0 0 8057703 7972402 UMFS' CHILD & FAMILY HEALING CENTER PROVIDES 24-HOUR INTENSIVE RESIDENTIAL TREATMENT IN A STAFF-SECURE, UNLOCKED 33 ACRE CAMPUS ENVIRONMENT. WE USE A FAMILY-FOCUSED AND TRAUMA-INFORMED APPROACH TO EMPOWER KIDS WITH THE TOOLS THEY NEED TO BE SUCCESSFUL ONCE THEY RETURN TO THE COMMUNITY. 7927817 8744907 TREATMENT FOSTER CARE COMBINES THE POSITIVE ASPECTS OF THE NURTURING AND THERAPEUTIC FAMILY ENVIRONMENT WITH ACTIVE AND STRUCTURED TREATMENT. SPECIALLY TRAINED TREATMENT FOSTER PARENTS PROVIDE STRUCTURE AND SUPPORT TO CHILDREN AND TEENAGERS WHO MAY HAVE SERIOUS LEVELS OF EMOTIONAL, BEHAVIORAL AND MEDICAL CHALLENGES AS A RESULT OF TRAUMA, ABUSE OR NEGLECT. 1565536 190841 UMFS PROVIDES A RANGE OF ADOPTION SERVICES THAT RECOGNIZE THAT ADOPTION IS A LIFELONG PROCESS, CREATING A RELATIONSHIP BETWEEN A CHILD AND ADOPTIVE PARENTS. WE PAY SPECIAL ATTENTION TO THE COMPLEX CIRCUMSTANCES THAT GIVE RISE TO THE NEED FOR ADOPTION AND TO THE STRESSES AND ADJUSTMENT THAT ENSUE FOR ALL PARTIES IN THIS PROCESS. 1251063 437284 ADDITIONAL SERVICES INCLUDE COMMUNITY-BASED FAMILY SUPPORT, CASE MANAGEMENT, MENTORING AND POST-ADOPTION SERVICES. 1251063 437284 18802119 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 63 0 1 578 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X X THE ORGANIZATION 8042549664 3900 WEST BROAD STREET RICHMOND VA 23230 KEN HUNTSMAN CHAIR 0.50 0.50 X X 0 0 0 MICHAEL GIANCASPRO VICE CHAIR 0.50 0.50 X X 0 0 0 BRUCE SADLER SECRETARY 0.50 0.50 X X 0 0 0 JOHN S BRENNEKE DIRECTOR 0.50 0.50 X 0 0 0 BETTY FORBES DIRECTOR 0.50 0.50 X 0 0 0 JIM GODWIN DIRECTOR 0.50 0.50 X 0 0 0 MARGARET HARDY DIRECTOR 0.50 0.50 X 0 0 0 IRIS HOLLIDAY DIRECTOR 0.50 0.50 X 0 0 0 SARAH HOYLE DIRECTOR 0.50 0.50 X 0 0 0 GREG PETERS PRESIDENT/CEO & DIRECTOR 40.00 0.50 X X 324851 0 44095 DAVID REID DIRECTOR 0.50 0.50 X 0 0 0 JENNIE REYNOLDS DIRECTOR 0.50 0.50 X 0 0 0 MARSHALL ROSS DIRECTOR 0.50 0.50 X 0 0 0 COOKIE SCOTT DIRECTOR 0.50 0.50 X 0 0 0 MELISSA SIKES DIRECTOR 0.50 0.50 X 0 0 0 KAREN WALKER DIRECTOR 0.50 0.50 X 0 0 0 BRUCE WHITEHURST DIRECTOR 0.50 0.50 X 0 0 0 MATT LISAGOR VICE PRESIDENT OF FINANCE 30.00 10.00 X 130078 0 34009 GARY DUNCAN VICE PRESIDENT OF DEVELOPMENT 30.00 10.00 X 136090 0 21810 JAY ZIEHL EXECUTIVE VICE PRESIDENT 30.00 10.00 X 129845 0 25835 NANCY TOSCANO PHD CHIEF PROGRAM & STRATEGY OFFICER 30.00 10.00 X 128096 0 28978 LAURIE DEVER VICE PRESIDENT OF HUMAN RESOURCES 30.00 10.00 X 110291 0 16604 959251 0 171331 6 0 1 0 0 2375631 1263006 52370 3638637 TREATMENT FOSTER CARE 624100 8744907 8744907 RESIDENTIAL SERVICES 623990 7972402 7972402 OTHER SERVICES 900099 437284 437284 ADOPTION SERVICES 624100 190841 190841 17345434 575586 575586 416856 0 416856 416856 416856 15116865 14702075 414790 414790 414790 OTHER INCOME 900099 1080219 1080219 1080219 23471522 17345434 0 2487451 650298 650298 11142686 9677829 1120953 343904 502982 425384 58811 18787 1826786 1564259 222034 40493 858899 723424 111232 24243 39196 18190 20538 468 34601 29497 4029 1075 290222 266208 21047 2967 142995 102379 33359 7257 1121274 887292 219478 14504 192526 154371 23091 15064 486036 381034 101767 3235 224229 188693 32427 3109 PROGRAM SUPPORT 3906241 3776749 30377 99115 BAD DEBTS 248695 248695 RECRUITMENT, EDUCATION 246147 203408 31894 10845 GENERAL & ADMININSTRATI 237426 151079 54449 31898 24772 3628 18783 2361 22176011 18802119 2754567 619325 200420 375099 4236439 3664368 243773 319082 16070103 11067172 4621657 5002931 16432860 17390513 2225549 2170582 323361 854325 28284059 29776900 1951811 2149112 1144692 1184794 3096503 3333906 X 24690935 26025491 496621 417503 25187556 26442994 28284059 29776900 1295511 -40073 0 X X 0 1 X 1 1 1 X 1988543 2126727 2184131 4056308 3638637 13994346 1988543 2126727 2184131 4056308 3638637 13994346 13994346 831070 809717 801285 864941 992442 4299455 691241 759976 899412 965022 1080219 4395870 22689671 88960259 0.61680 0.62260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16279154 209793 972166 216605 17244508 14766232 846011 858446 191535 16279154 13507096 20983 1530663 292510 14766232 13684904 28774 80405 286987 13507096 14330175 14645 240665 900581 13684904 1.00000 0 0 62916 62916 10965112 7481131 3483981 2917766 2186339 731427 2124309 1399702 724607 5002931 EXTERNALLY RESTRICTED BY DONORS 417503 C INVESTMENTS IN GUARDIAN PLACE LIMITED PARTNERSHIP 311332 C INVESTMENTS IN GUARDIAN PLACE II LIMITED CORPORATION 1098447 C INVESTMENTS IN GUARDIAN PLACE CORPORATION 343300 C 2170582 OTHER 1000 DEFERRED GAIN ON SALE OF LAND 366000 ESTIMATED THIRD PARTY PAYOR SETTLEMENTS 817794 1184794 X PART V, LINE 4: UMFS'S ENDOWMENT CONSISTS SOLELY OF AMOUNTS DESIGNATED BY THE BOARD OF DIRECTORS TO BE HELD FOR ENDOWMENT. THESE FUNDS ARE INVESTED WITH THE OBJECTIVE TO ENSURE, OVER THE LONG-TERM, A LEVEL OF ASSETS THAT WILL ADEQUATELY SUPPLEMENT THE CAPITAL AND OPERATING NEEDS OF UMFS. PART X, LINE 2: UMFS IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE TAX STATUTES OF THE COMMONWEALTH OF VIRGINIA; ACCORDINGLY, THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. TAX POSITIONS MUST MEET A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT FOR THE BENEFIT OF THOSE TAX POSITIONS TO BE RECOGNIZED IN THE UMFS' FINANCIAL STATEMENTS. UMFS HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2019 AND 2018. INTEREST AND PENALTIES RELATED TO INCOME TAX ASSESSMENTS, IF ANY, ARE REFLECTED IN GENERAL AND ADMINISTRATIVE IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF ACTIVITIES. X X 0 0 0 0 0 0 0 0 0 GREG PETERS PRESIDENT/CEO & DIRECTOR 306351 0 0 0 18500 0 15564 0 28531 0 368946 0 0 0 MATT LISAGOR VICE PRESIDENT OF FINANCE 130078 0 0 0 0 0 8425 0 25584 0 164087 0 0 0 GARY DUNCAN VICE PRESIDENT OF DEVELOPMENT 136090 0 0 0 0 0 8415 0 13395 0 157900 0 0 0 JAY ZIEHL EXECUTIVE VICE PRESIDENT 129845 0 0 0 0 0 8225 0 17610 0 155680 0 0 0 NANCY TOSCANO PHD CHIEF PROGRAM & STRATEGY OFFICER 128096 0 0 0 0 0 7881 0 21097 0 157074 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND SETS THE COMPENSATION OF THE CEO. THE LAST FORMAL COMPENSATION STUDY WAS COMPLETED IN CALENDAR YEAR 2007. X PROGRAM SUPPORT 126 52370 COMPARABLE SALES 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY MANAGEMENT, OUTSIDE CPAS, AND THE AGENCY'S AUDIT COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY SIGN AND DISCLOSE ANY CONFLICTS OF INTEREST AS DEFINED BY THE CONFLICT OF INTEREST POLICY. OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED BY POLICY TO IMMEDIATELY REPORT TO THE BOARD ANY CHANGES IN STATUS REGARDING CONFLICTS OF INTEREST. OFFICERS AND DIRECTORS ARE PROHIBITED FROM VOTING OR PARTICIPATING IN ANY DISCUSSION RELATING TO MATTERS THAT THEY HAVE DISCLOSED AS CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND SETS THE COMPENSATION OF THE CEO. THE LAST FORMAL COMPENSATION STUDY WAS COMPLETED IN CALENDAR YEAR 2007. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE PROVIDED FOR REVIEW UPON REQUEST AND ARE EITHER DISTRIBUTED DIRECTLY OR MADE AVAILABLE FOR INSPECTION AT AN ORGANIZATIONAL OFFICE AS DEEMED APPROPRIATE. FORM 990 PART XI LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CHARTERHOUSE SCHOOLS INC 3900 WEST BROAD STREET RICHMOND VA 23230 541116056 EDUCATION VA 501(C)(3) LINE 2 UNITED METHODIST FAMILY SERVICES OF VIRGINIA 1 GUARDIAN PLACE LIMITED PARTNERSHIP 3900 WEST BROAD STREET RICHMOND VA 23230 631088193 APARTMENT RENTAL VA GUARDIAN PLACE CORPORATION EXEMPT 0 0 GUARDIAN PLACE II LIMITED PARTNERSHIP 3900 WEST BROAD STREET RICHMOND VA 23230 621678955 APARTMENT RENTAL VA GUARDIAN PLACE CORPORATION EXEMPT 0 0 GUARDIAN PLACE CORPORATION 3900 WEST BROAD STREET RICHMOND VA 23230 541672976 HOLDING COMPANY VA UNITED METHODIST FAMILY SERVICES OF VIRGINIA C 25809 343300 1.00000 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 CHARTERHOUSE SCHOOLS INC J 392387 CHARTERHOUSE SCHOOLS INC L 1034260