2019-05-14T21:54:14-05:00 2018-06-30 420714325 RSM US LLP 1 S Wacker Drive Suite 800 Chicago IL 60606 990 2017-07-01 362167940 Metropolitan Family Services METR 3129864000 One North Dearborn No 1000 Chicago IL 606024322 Denis Hurley Chief Financial Officer 3129864000 2019-05-14 1 Rebekuh Eley P01247672 3126343400 108.171.131.186 2019-05-14 09:47:06 CD P A0D1CCF33B3C385CEA82ECEE78377BDD9C7462F8 972ACA630144D1186DE4CD2460E77C4D7B57CBE3 2017 2019-02-21 02:37:17Z Ricardo Estrada One North Dearborn No 1000 Chicago IL 606024322 59147113 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. 65 65 1155 600 0 35694 32598585 41850685 8350458 9178467 785982 1218221 0 0 41735025 52247373 242483 456111 0 0 28236217 34290903 0 0 1888013 11830548 19264692 40309248 54011706 1425777 -1764333 90767881 91931517 33138863 32279431 57629018 59652086 X Metropolitan Family Services' mission is to provide and mobilize the services needed to strengthen families and communities. 0 0 17175564 214485 5366472 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 - 26,004 12042031 45916 1423993 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 - 13,163 7814974 77259 2036504 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 - 8,218 8680515 118451 351498 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 - 24,658 8680515 118451 351498 45713084 1 1 0 1 0 0 0 0 1 1 1 0 0 0 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 1 492 0 1 1155 1 1 1 0 0 0 0 0 0 0 0 0 X 65 65 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 Hubert Allen Board Member 0.50 X 0 0 0 Erik Barefield Board Member 0.50 X 0 0 0 Charles B Boehrer Board Member 0.50 X 0 0 0 Marcus E Boggs 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 Erin M Gardiner 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 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 Ashley Duchossois Joyce LCSW Vice Chairman 0.50 X 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 Jeanne Marcus Board Member 0.50 X 0 0 0 Glenn Mazade Board Member 0.50 X 0 0 0 John VN McClure Board Member 0.50 X 0 0 0 Martha Whittemore Melman 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 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 Leslie M Smith Secretary 0.50 X 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 Michael A Vardas Jr Chairman 0.50 X 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 Ricardo Estrada President & CEO 40.00 0.50 X 281187 0 5779 Denis Hurley CFO, Treasurer 40.00 0.50 X 141729 0 17952 Barbara Winkelman Assistant Secretary 40.00 X 63418 0 6956 Theresa Nihill Chief Operating Officer 40.00 X 178276 0 20035 Thomas Remakel VP, IS 40.00 X 170404 0 1355 Barbara West Stone Sr VP. External Affairs 40.00 X 183342 0 15784 Karina Ayala-Bermejo VP, General Council 40.00 X 142919 0 17117 Teny O Gross Executive Director 40.00 X 196998 0 11075 Morris A Blout Psychiatrist 40.00 X 153934 0 10214 1512207 0 106267 19 0 1 0 EP Doyle & Son LLC 1100 Wheaton Oaks Court Wheaton IL 60187 Construction 428007 Outsource Partners International Inc 280 Park Ave 38th Fl New York NY 10017 Outsourcing 315655 Midwest Mechanical Services 26943 Network Place Chicago IL 60673 Building Maintenance 190077 Streamline Healthcare Solutions LLC 510 E Butler Court Kalamazoo MI 49007 Consultancy 162992 GDI Services Inc 4952 W 128th Place Alsip IL 60803 Facility Maintenance 157367 9 1143561 1203095 27058597 12445432 361060 41850685 Emotional Wellness 900099 5366472 5366472 Economic Stability 900099 2036504 2036504 Education 900099 1423993 1423993 Empowerment 900099 351498 351498 9178467 1126329 1126329 6783884 6691992 91892 91892 91892 207748 1203095 207748 0 52247373 9178467 0 1218221 X 456111 456111 691958 691958 27890736 24363517 2575685 951534 128870 109225 17670 1975 3562415 3024855 415755 121805 2016924 1718503 230988 67433 8774 8774 80192 80192 36000 36000 341870 341870 9067353 8249818 746164 71371 181342 139540 18670 23132 1222684 772603 436208 13873 951025 807761 111248 32016 3167836 2403733 244017 520086 387353 365593 18453 3307 362014 297682 52798 11534 566749 468777 74329 23643 479918 419416 48861 11641 Program Expense 765738 765738 Food 581498 581498 Client Transportation 579061 579061 Recruiting 160275 160275 325010 189653 100694 34663 54011706 45713084 6410609 1888013 2856056 153574 11596108 14005565 138002 120400 1029487 1516035 35506373 18964611 17037541 16541762 58110687 59594181 90767881 91931517 10085303 11578895 1161465 764157 12700000 12700000 20049 19670 5605618 4518305 3566428 2698404 33138863 32279431 X -9021575 11871052 44520015 25299836 22130578 22481198 57629018 59652086 90767881 91931517 X -1764333 1939204 1848197 X 0 1 X 1 1 1 X 30370411 30994270 31507068 32598585 41850685 167321019 30370411 30994270 31507068 32598585 41850685 167321019 167321019 1613426 2489828 2684162 727015 1126329 8640760 175961779 43725570 0.95090 0.94330 X 45713084 45713084 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 36000 36000 36000 36000 144000 250000 250000 250000 250000 1000000 1500000 0 1 X 58110687 2816808 1333314 59594181 53402122 6026071 1317506 58110687 58282159 -3060037 1820000 53402122 58350421 1498738 1567000 58282159 51704252 8324965 1678796 58350421 0.62280 0.37720 0.00000 0 0 2791623 2791623 22530573 8827410 13703163 1706686 1706686 0 8477491 8430515 46976 16541762 Interest Rate Swap 2698404 2698404 X 66297504 1939204 1862535 10590262 14392001 51905503 341870 341870 52247373 66122633 1862535 10590262 12452797 53669836 341870 341870 54011706 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. The Agency is generally no longer subject to examination by the Internal Revenue Service for tax years before 2015. Part XI, Line 2d - Other Adjustments: Affiliate Revenue - Metropolitan Family Services DuPage 10,590,262. Part XII, Line 2d - Other Adjustments: Affiliate Expense - Metropolitan Family Services DuPage 10,590,262. Central America and the Caribbean 0 0 Investments 832911 Central America and the Caribbean 0 0 Program Services Self-Insurance Funding 326119 0 0 0 0 0 0 1159030 0 1159030 0 0 1 0 0 0 Holiday Celebration 954104 806356 147748 147748 LAS Dinner 348092 315685 32407 10343 6 108647 81054 27593 49657 1410843 1203095 207748 207748 207748 0 1 After School Activity 197 23573 Clothing 39 64742 Food 1065 60082 Furniture/Household Cost/Phone 28 10339 Gas 166 36850 Medical 3657 128867 Rent 215 131658 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 281187 0 0 0 0 0 5624 0 155 0 286966 0 0 0 Denis Hurley CFO, Treasurer 141729 0 0 0 0 0 3105 0 14847 0 159681 0 0 0 Theresa Nihill Chief Operating Officer 178276 0 0 0 0 0 3783 0 16252 0 198311 0 0 0 Thomas Remakel VP, IS 170404 0 0 0 0 0 1200 0 155 0 171759 0 0 0 Barbara West Stone Sr VP. External Affairs 183342 0 0 0 0 0 3783 0 12001 0 199126 0 0 0 Karina Ayala-Bermejo VP, General Council 142919 0 0 0 0 0 2574 0 14543 0 160036 0 0 0 Teny O Gross Executive Director 196998 0 0 0 0 0 4000 0 7075 0 208073 0 0 0 Morris A Blout Psychiatrist 153934 0 0 0 0 0 3139 0 7075 0 164148 0 0 0 X 30 361060 Fair Market Value 0 0 0 0 Part I, Column (b): There were 30 security contributions, totaling 3,850 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 6,625,022. Management and general expenses 30,345. Fundraising expenses 12,933. Total expenses 6,668,300. Professional Fees: Program service expenses 981,674. Management and general expenses 470,731. Fundraising expenses 57,525. Total expenses 1,509,930. Temporary Services: Program service expenses 381,320. Management and general expenses 26,076. Fundraising expenses 0. Total expenses 407,396. Psychiatric Consultation: Program service expenses 261,802. Management and general expenses 0. Fundraising expenses 0. Total expenses 261,802. Data Processing: Program service expenses 0. Management and general expenses 171,559. Fundraising expenses 0. Total expenses 171,559. Staff Development: Program service expenses 0. Management and general expenses 47,453. Fundraising expenses 913. Total expenses 48,366. Form 990, Part XI, line 9: Change in Market Value of Swaps 868,024. Pension Adjustment 980,173. 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 of Dupage 222 East Willow Ave Wheaton IL 601875426 362167061 Counseling IL 501(c)(3) 7 Metropolitan Family Services 1 Perpetual Trusts (8) Charitable Trust IL Metropolitan Family Services T 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0