2019-11-11T19:21:45-06:00 2019-06-30 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2018-07-01 741109750 METHODIST CHILDREN'S HOME METH 2547501205 1111 HERRING AVE WACO TX 76708 LON OAKLEY PRESIDENT 2547501205 2019-11-11 1 RENAE DUNCAN P01257722 5123462086 198.72.42.2 2019-11-11 19:21:41 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 7D0C5A6C8A3E1C00875F8ACF203AE78736697C8A 2018 2020-03-31 21:24:44Z LON OAKLEY 1111 HERRING AVE WACO TX 76708 285810862 0 X WWW.MCH.ORG X 1898 TX METHODIST CHILDREN'S HOME OFFERS HOPE TO CHILDREN, YOUTH, AND FAMILIES THROUGH A NURTURING, CHRISTIAN COMMUNITY USING THE CORE VALUES OF CHRISTIAN PRINCIPLES, RELATIONSHIPS, RESPONSIBILITY, GROWTH, SERVICE, AND HOPE. 20 20 409 383 0 0 9857018 10370637 1539624 1415808 26471444 24003610 8445288 14640523 46313374 50430578 430564 437997 0 0 19640828 19689767 148004 0 2074352 8419478 7710372 28638874 27838136 17674500 22592442 499349211 534966523 3754840 3898855 495594371 531067668 METHODIST CHILDREN'S HOME OFFERS HOPE TO CHILDREN, YOUTH, AND FAMILIES THROUGH A NURTURING, CHRISTIAN COMMUNITY USING THE CORE VALUES OF CHRISTIAN PRINCIPLES, RELATIONSHIPS, RESPONSIBILITY, GROWTH, SERVICE, AND HOPE. 0 0 12146878 784791 RESIDENTIAL SERVICES - YOUTH (GENERALLY) AGES 12-18 ARE PROVIDED WITH SERVICES THAT ENABLE THEM TO BUILD POSITIVE RELATIONSHIPS WITH CARING STAFF MEMBERS WHO ARE COMMITTED TO HELPING THE YOUTH GROW PHYSICALLY, EMOTIONALLY, SPIRITUALLY AND INTELLECTUALLY. RECREATION AND SPORTSPROGRAMS ENABLE YOUTH TO PARTICIPATE IN GROUP ACTIVITIES. LOCATED IN NORTHWEST WACO, TEXAS, THE HISTORIC 130-ACRE CAMPUS FEATURES GEORGIAN-STYLE HOMES AND A CHARTER SCHOOL. THE BOYS RANCH PROVIDES CARE FOR YOUTH ON A 500-ACRE RURAL RANCH SETTING NORTHEAST OF WACO. RESIDENTS PARTICIPATE IN FUTURE FARMERS OF AMERICA (FFA) ACTIVITIES AS WELL AS OTHER PROGRAMS TO DEVELOP DISCIPLINE, A STRONG WORK ETHIC AND SELF-CONFIDENCE. 8025616 518522 FAMILY OUTREACH PROGRAMS - FAMILIES IN NEED ARE OFFERED SUPPORT THROUGH OUTREACH OFFICES IN TEXAS AND NEW MEXICO. IN-HOME SERVICES ARE PROVIDED TO STRENGTHEN FAMILIES THROUGH CASE MANAGEMENT AND COMMUNITY PARTNERSHIPS. IN CERTAIN CIRCUMSTANCES, FOSTER CARE IS ALSO PROVIDED IN TEXAS FOR CHILDREN FROM BIRTH THROUGH 17 YEARS OF AGE UNTIL THE PARENTS ARE ABLE TO RESUME PARENTING. 1518360 437997 98099 TRANSITION SERVICES - YOUNG ADULTS AGES 18-25 ARE ASSISTED WITH PREPARATION FOR COLLEGE, VOCATIONAL SCHOOL, OR EMPLOYMENT IN ORDER TO MAKE A SUCCESSFUL TRANSITION INTO INDEPENDENT LIVING. STAFF WORK WITH YOUTH DURING THEIR JUNIOR AND SENIOR YEARS OF HIGH SCHOOL TO PREPARE FOR THIS PROGRAM. SCHOLARSHIPS OF MORE THAN $400,000 ARE AWARDED ANNUALLY TO MCH GRADUATES AND ALUMNI TO PURSUE EDUCATION AT FOUR-YEAR COLLEGES, COMMUNITY COLLEGES, AND TRADE SCHOOLS. 21690854 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 55 0 1 409 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X JULIE MITCHELL 2547501205 1111 HERRING AVE WACO TX 76708 MR HANK COLEMAN CHAIRPERSON OF THE BOARD 1.00 X 0 0 0 DR SHERA ATKINSON DIRECTOR 1.00 X 0 0 0 MRS AMY BARLEY DIRECTOR 1.00 X 0 0 0 MRS BARBARA BAUERNFEIND DIRECTOR 1.00 X 0 0 0 MR WILLIAM BINGHAM DIRECTOR 1.00 X 0 0 0 BISHOP W EARL BLEDSOE DIRECTOR 1.00 X 0 0 0 DR JEFFREY W CLARK DIRECTOR 1.00 X 0 0 0 MR GLEN THOMAS DODSON DIRECTOR 1.00 X 0 0 0 MR JOHN FERRELL DIRECTOR 1.00 X 0 0 0 DR DENNIS GILL DIRECTOR 1.00 X 0 0 0 DR CLIFTON HOWARD DIRECTOR 1.00 X 0 0 0 MR LESTER LESKOVEN DIRECTOR 1.00 X 0 0 0 MRS CANDYCE MALLONEE DIRECTOR 1.00 X 0 0 0 REVEREND MARIE MITCHELL DIRECTOR 1.00 X 0 0 0 MR DAN MOORE DIRECTOR 1.00 X 0 0 0 REVEREND THOMAS NAGLE DIRECTOR 1.00 X 0 0 0 MR MARIO OLIVAREZ DIRECTOR 1.00 X 0 0 0 DR LE'ANN SOLMONSON DIRECTOR 1.00 X 0 0 0 MR MARK WARD DIRECTOR 1.00 X 0 0 0 MR TOM WILKINSON DIRECTOR 1.00 X 0 0 0 MR TIM BROWN PRESIDENT/CEO 40.00 X 276299 0 37437 MR LON OAKLEY VP FOR DEVELOPMENT 40.00 X 159837 0 24200 MR MARK DOZIER VP FOR PROGRAMS 40.00 X 187078 0 23484 MS JUDY BROADWAY VP FOR HUMAN RESOURCES 40.00 X 169651 0 17828 MRS JULIE MITCHELL VP FOR FINANCE/CFO 40.00 X 167350 0 29557 MR BRYAN MIZE VP FOR QUALITY IMPROVEMENT 40.00 X 149976 0 22993 ELISE PINNEY DIRECTOR OF PSYCHOLOGY 40.00 X 106802 0 19031 1216993 0 174530 7 0 1 0 JOHN W ERWIN GENERAL CONTRACTOR INC 313 SOUTH 13TH STREET WACO TX 76701 GENERAL CONTRACTOR 2747991 WELLS FARGO ADVISORS 1330 LAKE ROBBINS DRIVE THE WOODLANDS TX 77380 INVESTMENT CONSULTING 436377 INTEG 700 W LOOP 340 WACO TX 76710 PRINTING/MAILING SERVICE 376596 DINI SPHERIS 3400 CARLISLE STREET SUITE 348 DALLAS TX 75204 CONSULTING 146756 HONEY'S ROOFING LLC 3712 W INDUSTRIAL BLVD WACO TX 76711 BUILDING MAINTENANCE 141292 6 13850 10356787 738900 10370637 TEXAS STATE REIMBURSEMENT 623990 1273878 1273878 PARENT REIMBURSEMENT 623990 110672 110672 SOCIAL SECURITY REIMBURSEMENT 623990 31258 31258 1415808 11624539 11624539 14615417 14615417 650 0 650 650 650 247695973 55653 235302506 70049 12393467 -14396 12379071 -14396 12393467 4950 13850 7729 -2779 -2779 OTHER INCOME 990009 27235 27235 27235 50430578 1401412 0 38658529 437997 437997 1329653 217922 1111731 14016709 11548378 1537834 930497 809952 641925 100255 67772 2407164 1990546 290416 126202 1126289 892837 170420 63032 53819 53819 21095 21095 204750 126550 71890 6310 433026 33268 338 399420 134602 107708 22468 4426 580798 430881 81143 68774 1569748 1324680 222670 22398 1047470 933335 83714 30421 151138 118103 23707 9328 BOARDING/FOSTER CARE & 1105235 1105235 FOOD/CLOTHING/MEDICAL 772112 772112 EMPLOYEE EXPENSES 470495 379894 58522 32079 VEHICLES 249598 218930 14308 16360 916486 410553 208600 297333 27838136 21690854 4072930 2074352 9763167 14453832 8768707 62932442 28635 696036 121737 122468 52944 12438 27050935 10084757 13477410 16966178 391533663 352020482 35231828 34386171 40371120 53376476 499349211 534966523 2512137 2698049 1242703 1200806 3754840 3898855 X 477324198 510508925 8680457 10929153 9589716 9629590 495594371 531067668 499349211 534966523 22592442 16323381 -3442526 0 X X 0 1 X 1 1 1 X 7774953 9506435 10211296 9857018 10370637 47720339 7774953 9506435 10211296 9857018 10370637 47720339 2033628 45686711 24272095 16009902 12395736 17616135 26240606 96534474 16402 51833 751 7382 150637 227005 144481818 7659548 0.31620 0.33070 X FACTS AND CIRCUMSTANCES TEST:METHODIST CHILDREN'S HOME RECEIVES ITS INVESTMENT INCOME FROM AN ENDOWMENT MADE UP OF CONTRIBUTIONS, DONATIONS, GIFTS, AND BEQUESTS FROM MANY INDIVIDUALS THROUGHOUT THE EXISTENCE OF MCH. MCH RECEIVES MINERAL INTEREST INCOME FROM MINERAL RIGHTS RETAINED FROM PROPERTIES DONATED THROUGHOUT MCH'S HISTORY. THE MCH BOARD OF DIRECTORS GOVERNS AND MANAGES FOR THE BEST INTERESTS OF MCH.MCH HAS A RELATIONSHIP WITH THE FOLLOWING CONFERENCES OF THE UNITED METHODIST CHURCH: TEXAS CONFERENCE, NORTH TEXAS CONFERENCE, NORTHWEST TEXAS CONFERENCE, CENTRAL TEXAS CONFERENCE, RIO TEXAS CONFERENCE, AND NEW MEXICO CONFERENCE. THE CONFERENCES HAVE NO FINANCIAL RESPONSIBILITY TO MCH EXCEPT TO AUTHORIZE AND SUPPORT A SPECIAL OFFERING IN LOCAL CHURCHES FOR THE SUPPORT OF MCH. THE CONFERENCES SUPPORT MCH BY APPROVING INDIVIDUALS TO SERVE ON THE MCH BOARD OF DIRECTORS; HOWEVER, THE MCH BOARD OF DIRECTORS GOVERNS AND MANAGES FOR THE BEST INTERESTS OF MCH. THE CONFERENCES DO NOT EXERCISE OWNERSHIP OR CONTROL OVER MCH. MCH DOES PRESENT AN ANNUAL REPORT AT THE ANNUAL CONFERENCE OF THE PATRONIZING UNITED METHODIST CHURCHES THAT IS PUBLISHED IN THE CONFERENCE JOURNAL, PROVIDES UPDATES AT CONFERENCE AND DISTRICT MEETINGS, PREPARES NEWS RELEASES, PUBLISHES THE SUNSHINE MAGAZINE, AND ENCOURAGES TOURS OF MCH FACILITIES BY LOCAL CHURCH GROUPS AND APPEARANCES OF MCH STAFF AND RESIDENTS IN LOCAL CHURCHES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 483866100 6664238 54706286 28052735 3442526 513741363 464461997 6556775 42032650 25813734 3371588 483866100 432824556 4917742 51860817 22004321 3136797 464461997 485739654 6544240 -34008114 23001837 2449387 432824556 458574147 4173036 49988181 22954647 4041063 485739654 0.96000 0.02000 0.02000 0 0 3695562 3695562 19657280 7378070 12279210 3698093 2706687 991406 16966178 VANGUARD INSTL INDEX FUND 34386171 F 34386171 MINERAL RIGHTS 30230650 THIRD PARTY TRUSTS 20564600 REAL ESTATE 2581226 53376476 GIFT ANNUITIES PAYABLE 1200806 1200806 X 63319162 16323381 16323381 46995781 3442526 -7729 3434797 50430578 27845865 7729 7729 27838136 0 27838136 PART V, LINE 4: ENDOWMENT FUNDS ARE HELD FOR THE CONTINUED SUPPORT OF THE ACTIVITIES OF THE ORGANIZATION. PART X, LINE 2: MCH IS A NONPROFIT CORPORATION, AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND IS EXEMPT FROM FEDERAL INCOME TAXES. MCH ADOPTED FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAX. THAT STANDARD PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY THAT A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. MCH'S FEDERAL EXEMPT ORGANIZATION RETURNS FOR THE YEARS ENDED JUNE 30, 2016, AND AFTER, ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE INCLUDED IN INCOME -7,729. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE INCLUDED IN INCOME 7,729. GOLF TOURNAMENT 18800 13850 4950 3038 3999 692 18800 13850 4950 3038 3999 692 7729 -2779 1 SCHOLARSHIPS 99 437997 PART I, LINE 2: THE SCHOLARSHIP SUBCOMMITTEE MAKES RECOMMENDATIONS BASED ON THE CRITERIA FOR SCHOLARSHIPS. SUBSEQUENTLY, THE SCHOLARSHIP COMMITTEE APPROVES REQUESTS. PART III: SCHOLARSHIPS ARE MADE TO FORMER MCH STUDENTS/CLIENTS. THIS INFORMATION AND AN APPLICATION COMPLETED BY APPLICANT IS USED BY SUBCOMMITTEE TO MAKE RECOMMENDATIONS. 1 X X X X 0 0 0 0 0 0 0 0 0 MR TIM BROWN PRESIDENT/CEO 276299 0 0 0 0 0 24750 0 12687 0 313736 0 0 0 MR LON OAKLEY VP FOR DEVELOPMENT 159837 0 0 0 0 0 15017 0 9183 0 184037 0 0 0 MR MARK DOZIER VP FOR PROGRAMS 187078 0 0 0 0 0 16941 0 6543 0 210562 0 0 0 MS JUDY BROADWAY VP FOR HUMAN RESOURCES 169651 0 0 0 0 0 11585 0 6243 0 187479 0 0 0 MRS JULIE MITCHELL VP FOR FINANCE/CFO 167350 0 0 0 0 0 16054 0 13503 0 196907 0 0 0 MR BRYAN MIZE VP FOR QUALITY IMPROVEMENT 149976 0 0 0 0 0 13810 0 9183 0 172969 0 0 0 X 40395 COST X 1 15000 COST X 2 617410 FAIR MARKET VALUE X 15 2531 X HOLIDAY GIFTS 244 59723 COST X ENTERTAINMENT 6 3841 COST 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED FIRST BY THE OFFICERS, THEN BY THE BUDGET, AUDIT, AND PERSONNEL COMMITTEE, AND THEN FINALLY BY THE BOARD OF DIRECTORS BEFORE SIGNING AND FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE REVIEWED ANNUALLY AT EXECUTIVE MEETINGS. ANY CONFLICTS OF INTEREST ARE ADDRESSED ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 15 CEO-COMPARABILITY DATA SUCH AS SALARY AND BENEFIT SURVEYS ARE DISTRIBUTED TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SETS THE SALARY FOR THE CEO. OFFICERS - COMPARABILITY DATA SUCH AS SALARY AND BENEFIT SURVEYS ARE DISTRIBUTED TO THE BUDGET, AUDIT, AND PERSONNEL COMMITTEE. THE BUDGET, AUDIT, AND PERSONNEL COMMITTEE APPROVE THE SALARIES OF THE OFFICERS SET BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. AUDITED FINANCIAL STATEMENTS AND CONFLICTS OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. FORM 990, PART XII, LINE 2C: THE OVERSIGHT OF THE AUDIT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.