2019-05-15T10:56:40-05:00 2018-06-30 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2017-07-01 231401564 METHODIST HOME FOR CHILDREN FOUNDATION METH 2158771925 4300 MONUMENT ROAD PHILADELPHIA PA 19131 ANNE RICE BURGESS PRESIDENT & CEO 2158771925 2019-05-15 1 CONNIE M LIRA P00481097 2156433900 67.137.57.251 2019-05-15 03:14:49 ED P B5F0C61FC85F921E2EFE2949432A568BEBE7A301 13A88A5408B94E63F7C5E284B654CF717B7263EC 2017 2019-02-21 02:37:17Z ANNE RICE BURGESS 4300 MONUMENT ROAD PHILADELPHIA PA 19131 10154518 0 X WWW.METHODISTSERVICES.ORG X 1879 PA TO SUPPORT PROGRAMS AND SERVICES TO CHILDREN, YOUTH AND FAMILIES, WHICH PROMOTES QUALITY OF LIFE 6 6 0 6 0 0 19073 108902 0 0 1664211 1661437 9070 46643 1692354 1816982 1201852 1124522 0 0 15831 0 0 0 0 482275 519719 1699958 1644241 -7604 172741 43230843 43741214 4577238 4161147 38653605 39580067 TO SUPPORT PROGRAMS AND SERVICES TO CHILDREN, YOUTH, AND FAMILIES AND TO PROMOTE THEIR GENERAL WELFARE AND QUALITY OF LIFE. 0 0 1124522 1124522 0 METHODIST HOME FOR CHILDREN FOUNDATION SERVES AS A SUPPORTING ORGANIZATION THAT MAKES GRANTS TO SUPPORT THE PROGRAMS OF METHODIST SERVICES, AND METHODIST HOME FOR CHILDREN, WHICH ARE ALL RELATED ORGANIZATIONS TO METHODIST HOME FOR CHILDREN FOUNDATION. 1124522 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X MAULIN PATEL CFO 2158771925 4300 MONUMENT ROAD PHILADELPHIA PA 19131 RICHARD SCHMID CHAIR 1.00 0.00 X X 0 0 0 CHARLES SORKIN VICE CHAIR 1.00 0.00 X X 0 0 0 KATHERINE ZIDEK SECRETARY 1.00 0.00 X X 0 0 0 RICHARD CHIP COBB JR TREASURER 1.00 0.00 X X 0 0 0 GINA GOLSON NUNERY BOARD MEMBER 1.00 0.00 X 0 0 0 F SCOTT DONAHUE BOARD MEMBER 1.00 0.00 X 0 0 0 ANNE RICE BURGESS PRESIDENT & CEO 1.00 60.00 X 0 171451 20555 KATHRINE MARTIN SR. VP & EXECUTIVE DIRECTOR 1.00 41.00 X 0 139320 18286 MAULIN PATEL VICE PRESIDENT & CFO 1.00 41.00 X 0 118966 12234 0 429737 51075 0 0 1 0 0 108902 108902 1501541 1501541 8337432 160000 8208816 128720 128616 31280 159896 159896 OTHER INCOME 900099 46643 46643 46643 1816982 0 0 1708080 1124522 1124522 39670 39670 183705 183705 13931 13931 282413 282413 1644241 1124522 519719 0 1316446 1514797 6047 6576 8428349 3196327 5643155 5232022 29746564 30382415 6518631 6605404 43230843 43741214 6414 6414 114000 114000 4456824 4040733 4577238 4161147 X 32435037 33203681 24864 54047 6193704 6322339 38653605 39580067 43230843 43741214 X 172741 625086 128635 X X 0 1 X 1 0 X X 2 METHODIST SERVICES 562311719 7 1 1090522 0 METHODIST HOME FOR CHILDREN 200088838 7 1 34000 0 2 1124522 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION C, LINE 1: MANAGEMENT OF THE SUPPORTING ORGANIZATION IS CONDUCTED BY THE SAME INDIVIDUALS THAT MANAGE THE SUPPORTED ORGANIZATIONS. THIS OVERLAPPING MANAGEMENT REPORTS TO ALL GOVERNANCE BODIES TO ENSURE THAT THE SUPPORTING ORGANIZATION REMAINS ATTENTIVE AND RESPONSIVE TO THE NEEDS OF THE SUPPORTED ORGANIZATIONS. 38653605 108902 1023587 1406935 237306 39580067 36025362 19073 4309068 1486643 213315 38653605 38410102 42994 -760229 1454342 213163 36025362 41007852 26690 -304324 1825090 495024 38410102 37386330 47058 5187703 1297878 314361 41007852 0.83890 0.15970 0.00140 0 1 1 1161700 1161700 7170082 3107505 4062577 89380 87804 1576 7187 1018 6169 5232022 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 5166321 LOAN RECEIVABLE-METHODIST SERVICES 1383555 DUE FROM AFFILIATE 55528 6605404 DUE TO AFFILIATES 4040733 4040733 X 2570703 625086 128635 753721 1816982 0 1816982 1644241 0 1644241 0 1644241 PART V, LINE 4: FUNDS ARE TO BE USED TO SUPPORT THE RELATED ORGANIZATIONS OF METHODIST HOME FOR CHILDREN AND METHODIST SERVICES. PART X, LINE 2: METHODIST HOME FOR CHILDREN FOUNDATION (MHCF) IS A NON-PROFIT ENTITY AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. THE MHCF IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME TAXES. THE MHCF FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE FURTHER PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAD NO IMPACT ON THE MHCF'S FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF PERPETUAL TRUST 128,635. 1 METHODIST SERVICES 4300 MONUMENT ROAD PHILADELPHIA PA 19131 562311719 501(C)(3) 1090522 TO SUPPORT PROGRAMS AND SERVICES TO CHILDREN, YOUTH AND FAMILIES METHODIST HOME FOR CHILDREN 4300 MONUMENT ROAD PHILADELPHIA PA 19131 200088838 501(C)(3) 34000 TO MAINTAIN CAMPUS FOR RUNNING PROGRAM SERVICES 2 1 PART I, LINE 2: THE ORGANIZATION ONLY GRANTS FUNDS TO RELATED ORGANIZATIONS WITH SHARED MANAGEMENT. THROUGH THIS SHARED MANAGEMENT THE ORGANIZATION IS ABLE TO ENSURE FUNDS ARE USED FOR THEIR INTENDED PURPOSE. 0 0 0 0 0 0 0 0 0 ANNE RICE BURGESS PRESIDENT & CEO 0 171451 0 0 0 0 0 10287 0 10268 0 192006 0 0 KATHRINE MARTIN SR. VP & EXECUTIVE DIRECTOR 0 139320 0 0 0 0 0 8359 0 9927 0 157606 0 0 PART I, LINE 3 THE ORGANIZATION DOES NOT COMPENSATE ANY INDIVIDUAL THAT MEETS THE INTERNAL REVENUE SERVICE DEFINITION OF OFFICER OR KEY EMPLOYEE. THE COMPENSATION LISTED ON SCHEDULE J, PART II IS FROM A RELATED ENTITY. THE RELATED ENTITY ENSURES AN ANNUAL REVIEW IS CONDUCTED THAT INCLUDES, BUT IS NOT LIMITED TO THE USE OF A: COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY/STUDY, AND BOARD APPROVAL. FORM 990, PART VI, SECTION A, LINE 6 METHODIST HOME FOR CHILDREN (MHC), A RELATED 501(C)(3) PUBLIC CHARITY, IS CONSIDERED THE 'SOLE MEMBER' FOR PURPOSES OF THIS QUESTION. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS OF THE BOARD ARE ELECTED BY MHC. FORM 990, PART VI, SECTION A, LINE 7B IN ORDER TO AMEND THE GOVERNING DOCUMENTS, WRITTEN APPROVAL OF THE AMENDMENT MUST BE OBTAINED FROM MHC. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. ALL OFFICERS WILL RECEIVE A DRAFT COPY OF THE FORM 990 ALONG WITH ALL COMMENTS FOR CHANGES PRIOR TO FILING. THE FINAL COPY WILL BE SENT TO OFFICERS AND BOARD OF DIRECTORS THROUGH EMAIL. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTEREST THAT COULD GIVE RISE TO CONFLICTS. THE ANNUAL DISCLOSURES ARE REVIEWED BY THE BOARD CHAIR AND THE FINAL DETERMINATION AS TO WHETHER A CONFLICT EXISTS IS DETERMINED BY THE JOINT OFFICERS COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE ANY INDIVIDUAL THAT MEETS THE INTERNAL REVENUE SERVICE DEFINITION OF OFFICER OR KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF PERPETUAL TRUST 128,635. FORM 990, PART XII, LINE 2C: NO CHANGES FROM THE PRIOR YEAR AUDITOR SELECTION OR AUDIT OVERSIGHT PROCESS. METHODIST SERVICES 4300 MONUMENT ROAD PHILADELPHIA PA 19131 562311719 TO PROVIDE SOCIAL SERVICES FOR CHILDREN, YOUTH AND FAMILIES PA 501(C)(3) LINE 7 METHODIST HOME FOR CHILDREN 0 METHODIST HOME FOR CHILDREN 4300 MONUMENT ROAD PHILADELPHIA PA 19131 200088838 TO ASSURE THE PROVISION OF QUALITY SERVICES TO CHILDREN, YOUTH AND FAMILIES PA 501(C)(3) LINE 12B, II N/A 0 MONUMENT VILLAGE CORPORATION 4300 MONUMENT ROAD PHILADELPHIA PA 19131 341985321 INVESTMENTS PA N/A C 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1