2018-06-19T13:08:10-05:00 2017-06-30 752393478 WHITLEY PENN LLP 8343 DOUGLAS AVENUE STE 400 DALLAS TX 75225 990 2016-07-01 741323914 MEDINA CHILDREN'S HOME MEDI 8305892871 21300 STATE HIGHWAY 16 NORTH MEDINA TX 78055 TROY ROBERTSON PRESIDENT 8305892871 2018-06-15 1 CURTIS MAXFIELD P00445178 2143939300 2016 2022-09-23 18:48:47Z X TROY ROBERTSON 21300 STATE HIGHWAY 16 NORTH MEDINA TX 78055 5380463 0 X WWW.ARMSOFHOPE.ORG X 1958 TX OPERATING AND MAINTAINING A CHRISTIAN HOME FOR THE CARE OF CHILDREN. 11 11 0 500 0 0 3791726 4064326 33908 37640 11626 644684 47143 40375 3884403 4787025 0 0 0 0 2077982 2049257 0 0 303110 1925012 1918231 4002994 3967488 -118591 819537 46301491 53790666 1439665 1436200 44861826 52354466 OPERATING AND MAINTAINING A CHRISTIAN HOME FOR THE CARE OF CHILDREN. 0 0 3442254 37640 OPERATING AND MAINTAINING A CHRISTIAN HOME FOR THE CARE OF CHILDREN. 3442254 1 1 0 0 0 0 0 0 0 1 1 0 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 1 0 0 1 X 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 X 11 11 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X SCOTT STUMBO 8305892871 21300 STATE HIGHWAY 16 NORTH MEDINA TX 78055 X JERRY COX CHAIRMAN OF THE BOARD 1.00 3.00 X X 0 0 0 DON CRISP VICE CHAIRMAN 1.00 3.00 X X 0 0 0 MIKE CALVERT DIRECTOR 1.00 3.00 X 0 0 0 SCOT FOITH DIRECTOR 1.00 3.00 X 0 0 0 KEVIN MCDONALD DIRECTOR 1.00 3.00 X 0 0 0 DR TOM WINKLER DIRECTOR 1.00 3.00 X 0 0 0 BRUCE BARNARD DIRECTOR 1.00 3.00 X 0 0 0 JERRY BROWDER DIRECTOR 1.00 3.00 X 0 0 0 JANA WOEFEL DIRECTOR 1.00 3.00 X 0 0 0 BETH WALKER DIRECTOR 1.00 3.00 X 0 0 0 DALE HARBISON DIRECTOR 1.00 3.00 X 0 0 0 LAUREN FISHER DIRECTOR 1.00 3.00 X 0 0 0 TROY ROBERTSON PRESIDENT/CEO 13.00 27.00 X 0 160347 11970 SCOTT STUMBO CHIEF FINANCIAL OFFICER 13.00 27.00 X 0 119340 9380 NATHALIE MCDONALD CHEIF DEVELOPMENT OFFICER 13.00 27.00 X 0 100914 9380 0 380601 30730 0 0 1 0 0 4064326 235143 4064326 AGENCY SUPPORT 624100 37640 37640 37640 337838 337838 29414 29414 900284 593438 306846 306846 306846 MISCELLANEOUS INCOME 900099 10961 10961 10961 4787025 37640 0 685059 148734 135391 -156 13499 1445702 1316015 -1521 131208 73541 68641 1901 2999 262965 237636 3790 21539 118315 106750 2098 9467 104710 104710 198 158 40 72057 65144 3428 3485 11558 10829 292 437 366263 365770 479 14 59721 25352 32 34337 12433 485 10963 985 408235 408235 131599 128167 850 2582 AUTO EXPENSE 221277 139108 92 82077 ALLOWANCES AND ACTIVITI 206673 206961 -372 84 FOOD AND HOUSEHOLD EXPE 146136 146135 1 ANNUITY EXPENSE 64240 64240 113131 81477 31257 397 3967488 3442254 222124 303110 15081819 18348090 7005869 9782154 200398 189929 26545 18082 13510264 6555647 7006032 6954617 16116290 17598844 864538 898950 46301491 53790666 178192 283223 1261473 1152977 1439665 1436200 X 44766144 51460284 741000 95682 153182 44861826 52354466 46301491 53790666 X 819537 1400900 5272203 X X 0 1 X 1 0 X 4176207 4096684 3858051 3791726 4064326 19986994 4176207 4096684 3858051 3791726 4064326 19986994 19986994 572776 493497 565717 453416 367252 2452658 253395 181338 -534 -98326 160832 496705 22936357 250179 0.87140 0.88350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16859525 417182 2108188 902205 106198 18376492 19023526 304282 -800022 1577701 90560 16859525 19481372 802789 587345 1736342 111638 19023526 18013413 4619572 2838199 5878246 111566 19481372 18471659 2613312 1502711 4400598 173671 18013413 0.85000 0.07000 0.08000 0 0 1261528 1261528 9655056 4577329 5077727 1217063 1078849 138214 1376617 899469 477148 6954617 CHARITABLE GIFT ANNUITIES 626031 DEFERRED COMPENSATION 174754 LIABILITY UNDER UNITRUST 352192 1152977 X PART V, LINE 4: THE ENDOWMENT FUND IS A RESERVE FUND TO SECURE THE CONTINUAL OPERATIONS OF THE HOME. PART X, LINE 2: GAAP PRESCRIBES A COMPREHENSIVE MODEL FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, PRESENTATION, AND DISCLOSURE OF UNCERTAIN INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS. MANAGEMENT BELIEVES THAT IT HAS NOT TAKEN A TAX POSITION THAT, IF CHALLENGED, WOULD HAVE A MATERIAL EFFECT ON THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION FILES FORM 990 IN THE UNITED STATES FEDERAL JURISDICTION WITHIN THE UNITED STATES AND NO TAX RETURNS ARE CURRENTLY UNDER EXAMINATION BY ANY TAX AUTHORITIES. 0 0 0 0 0 0 0 0 0 TROY ROBERTSON PRESIDENT/CEO 0 139347 0 21000 0 0 0 11970 0 0 0 172317 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS USED AN INDEPENDENT COMPENSATION CONSULTANT AND COMPARABLE COMPENSATION FROM SIMILAR ORGANIZATIONS TO DETERMINE THE SALARY OF TROY ROBERTSON, PRESIDENT. THE SALARY ARRANGEMENT WAS APPROVED BY THE BOARD OF DIRECTORS AND DOCUMENTED IN THE MINUTES. X 143394 FAIR MARKET VALUE X 2 5000 FAIR MARKET VALUE X 79 16709 FAIR MARKET VALUE 0 0 0 FORM 990, PAGE 1, SECTION B THE ORIGINALLY FILED RETURN FAILED TO LIST ONE DONOR THAT MET THE SCHEDULE B DISCLOSURE REQUIREMENT. THIS AMENDED FORM 990 INCLUDES THE CORRECTION TO SCHEDULE B. FORM 990, PART V, LINE 1A: ARMS OF HOPE (EIN: 51-0416193), A RELATED ENTITY, PAID THE COMPENSATION FOR INDEPENDENT CONTRACTORS OF MEDINA CHILDREN'S HOME, INC. AND WAS REIMBURSED BY MEDINA CHILDREN'S HOME, INC. FOR THE EXPENSE. AS SUCH, ARMS OF HOPE FILED THE NECESSARY 1099S UNDER ITS NAME AND EIN, BUT THE COMPENSATION IS REPORTED ON THIS FORM 990. FORM 990, PART V, LINE 2A AND 2B: ARMS OF HOPE (EIN: 51-0416193), A RELATED ENTITY, PAID THE SALARIES OF EMPLOYEES OF MEDINA CHILDREN'S HOME, INC. AND WAS REIMBURSED BY MEDINA CHILDREN'S HOME, INC. FOR THE EXPENSES. AS SUCH, ARMS OF HOPE FILED THE NECESSARY W-2S AND W-3 UNDER ITS NAME AND EIN, BUT THE SALARIES ARE REPORTED ON THIS FORM 990. FORM 990, PART VI, SECTION A, LINE 2 KEVIN MCDONALD (DIRECTOR) AND NATHALIE MCDONALD (CHIEF DEVELOPMENT OFFICER) ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11B A PRELIMINARY DRAFT OF THE FORM 990 AND RELATED SCHEDULES WAS REVIEWED BY THE CEO, CHAIRMAN OF THE BOARD, AND CHAIRMAN OF THE AUDIT COMMITTEE. THE REMAINING CURRENT BOARD MEMBERS RECEIVED A COPY FOR REVIEW PRIOR TO THE FILING OF THE COMPLETED FORM 990 AND RELATED SCHEDULES. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS USED AN INDEPENDENT COMPENSATION CONSULTANT AND COMPARABLE COMPENSATION FROM SIMILAR ORGANIZATIONS TO DETERMINE THE SALARY OF TROY ROBERTSON, PRESIDENT. THE SALARY ARRANGEMENT WAS APPROVED BY THE BOARD OF DIRECTORS AND DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND AUDITED FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AT ITS OFFICE UPON REQUEST. FORM 990, PART VII TROY ROBERTSON IS EMPLOYED AS PRESIDENT FOR ARMS OF HOPE, MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME, AND BOLES CHILDREN'S HOME REALTY CORP. THIS BROAD ORGANIZATION ENCOMPASSES TWO DISTINCT CAMPUSES WITH OUTREACH OPERATIONS THROUGHOUT THE STATE OF TEXAS, INCLUDING DALLAS AND SAN ANTONIO. IN HIS ROLE AS PRESIDENT AND CEO OF THESE ORGANIZATIONS, TROY ROBERTSON SPLIT HIS TIME EQUALLY BETWEEN MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME AND ARMS OF HOPE. HOWEVER, ALL OF HIS COMPENSATION IS PAID FROM ARMS OF HOPE. SCOTT STUMBO AND NATHALIE MCDONALD ARE EMPLOYED AS CHIEF FINANCIAL OFFICER AND CHIEF DEVELOPMENT OFFICER, RESPECTIVELY. THESE OFFICERS PROVIDE SERVICES FOR ARMS OF HOPE, MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME, AND BOLES CHILDREN'S HOME REALTY CORP. THE OFFICERS SPLIT THEIR TIME EQUALLY BETWEEN MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME AND ARMS OF HOPE. HOWEVER, ALL OF THEIR COMPENSATION IS PAID FROM ARMS OF HOPE. ARMS OF HOPE'S BOARD OVERSEES/DIRECTS THE BOARDS OF MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME, AND BOLES CHILDREN'S HOME REALTY CORP. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 160,832. TRANSFER FROM ARMS OF HOPE 5,111,371. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT MAKE ANY CHANGES TO ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. FORM 990 ARMS OF HOPE, A TAX-EXEMPT ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, SUPPORTS MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME AND BOLES CHILDREN'S HOME REALTY CORP IN THE FORM OF PROVIDING GOVERNANCE AND LEADERSHIP THROUGH ITS RELATIONSHIP AS THE SOLE MEMBER OF MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME AND BOLES CHILDREN'S HOME REALTY CORP. AS SOLE MEMBER, ARMS OF HOPE HAS GOVERNANCE POWERS OVER MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME AND BOLES CHILDREN'S HOME REALTY CORP, SO MEMBERS OF ARMS OF HOPE'S BOARD OF DIRECTORS HAVE GOVERNANCE POWERS OVER MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME AND BOLES CHILDREN'S HOME REALTY CORP IN THE FORM OF EXERCISING ALL POWERS ARMS OF HOPE HAS OVER MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME AND BOLES CHILDREN'S HOME REALTY CORP AS THEIR SOLE MEMBER. THE MEMBERS OF ARMS OF HOPE'S BOARD OF DIRECTORS ONLY VOTE ON MATTERS RELATING TO MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME AND BOLES CHILDREN'S HOME REALTY CORP THAT ARE RESERVED TO ARMS OF HOPE AS THEIR MEMBER IN THEIR BY-LAWS. ARMS OF HOPE 21300 STATE HWY 16 N MEDINA TX 780553808 510416193 OPERATING CHRISTIAN HOMES FOR THE CARE OF CHILDREN TX 501(C)(3) LINE 7 N/A 0 BOLES CHILDREN'S HOME 7065 LOVE QUINLAN TX 754744609 750904045 OPERATING CHRISTIAN HOMES FOR THE CARE OF CHILDREN TX 501(C)(3) LINE 7 ARMS OF HOPE 1 BOLES CHILDREN'S HOME REALTY CORP 7065 LOVE QUINLAN TX 754744609 752839971 SUPPORTING ORGANIZATION TX 501(C)(2) ARMS OF HOPE 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 ARMS OF HOPE O 1594436 CASH ARMS OF HOPE P 104710 CASH BOLES CHILDREN'S HOME INC R 2768803 CASH ARMS OF HOPE S 5111371 CASH BOLES CHILDREN'S HOME INC D 9789024 CASH