METHODIST HOME FOR CHILDREN: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
METHODIST HOME FOR CHILDREN (EIN 23-1401564)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-05-12
IRS object ID
201721329349305152
Schema version
2015v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-12T14:14:06-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1610 W GERMANTOWN PIKE STE 400AddressLine1Txt
CityPLYMOUTH MEETINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19462ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231401564EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1METHODIST HOME FOR CHILDREN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMETHBusinessNameControlTxt
Phone2158771925PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14300 MONUMENT ROADAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19131ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANNE RICE BURGESSPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone2158771925PhoneNum
Signature2017-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL JOHNSPreparerPersonNm
PTINP01964751PTIN
Phone2156433900PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerANNE RICE BURGESSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14300 MONUMENT ROADAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19131ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,509,715GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.METHODISTSERVICES.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1879FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTO SUPPORT PROGRAMS AND SERVICES TO CHILDREN, YOUTH, AND FAMILIES, WHICH PROMOTES THEIR GENERAL WELFARE AND QUALITY OF LIFE.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI-$1,718TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$1,718NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$26,690PYContributionsGrantsAmt
CY Contributions Grants$42,994CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,420,627PYInvestmentIncomeAmt
CY Investment Income$728,284CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$104,940CYOtherRevenueAmt
PY Total Revenue$2,447,317PYTotalRevenueAmt
CY Total Revenue$876,218CYTotalRevenueAmt
PY Grants And Similar Paid$1,548,621PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,165,181CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,374PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$15,549CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$767,119PYOtherExpensesAmt
CY Other Expenses$486,775CYOtherExpensesAmt
PY Total Expenses$2,320,114PYTotalExpensesAmt
CY Total Expenses$1,667,505CYTotalExpensesAmt
PY Revenues Less Expenses$127,203PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$791,287CYRevenuesLessExpensesAmt
Total Assets BOY$42,680,981TotalAssetsBOYAmt
Total Assets EOY$40,522,477TotalAssetsEOYAmt
Total Liabilities BOY$4,270,879TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,497,055TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$38,410,102NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$36,025,422NetAssetsOrFundBalancesEOYAmt
MissionTO SUPPORT PROGRAMS AND SERVICES TO CHILDREN, YOUTH, AND FAMILIES AND TO PROMOTE THEIR GENERAL WELFARE AND QUALITY OF LIFE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,165,181ExpenseAmt
Grant$1,165,181GrantAmt
DescMETHODIST HOME FOR CHILDREN FOUNDATION SERVES AS A SUPPORTING ORGANIZATION THAT MAKES GRANTS TO SUPPORT THE PROGRAMS OF METHODIST SERVICES FOR CHILDREN AND FAMILIES, METHODIST FAMILY SERVICES OF PHILADELPHIA, AND METHODIST HOME FOR CHILDREN, WHICH ARE ALL RELATED ORGANIZATIONS TO METHODIST HOME FOR CHILDREN FOUNDATION.Desc
Total Program Service Expenses$1,165,181TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAULIN PATEL CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2158771925PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14300 MONUMENT ROADAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19131ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
KATHERINE ZIDEK
SECRETARY1.00Yes (X)Yes (X)$0$0$0
RICHARD COBB JR
TREASURER1.00Yes (X)Yes (X)$0$0$0
CHARLES SORKIN
VICE CHAIR1.00Yes (X)Yes (X)$0$0$01.00
RICHARD SCHMID
CHAIR1.00Yes (X)Yes (X)$0$0$0
GINA GOLSON NUNERY
BOARD MEMBER1.00Yes (X)$0$0$0
ANNE RICE BURGESS
PRESIDENT & CEO2.00Yes (X)$7,977$159,538$15,95438.00
MAULIN PATEL
VICE PRESIDENT & CFO2.00Yes (X)$5,616$112,320$8,80938.00
KATHERINE MARTIN
SR. VICE PRESIENT & EXECUT0.00Yes (X)$0$127,761$14,07240.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$13,593TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$399,619TotReportableCompRltdOrgAmt
Total Other Compensation$38,835TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$42,994AllOtherContributionsAmt
Total Contributions$42,994TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,091,412TotalRevenueColumnAmt
Unrelated Business Revenue-$1,718UnrelatedBusinessRevenueAmt
Exclusion$2,093,130ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,270,369SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,633,497SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$1,363,128SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,363,128TotalRevenueColumnAmt
Exclusion-$1,363,128ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$104,940TotalRevenueColumnAmt
Exclusion$104,940ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$104,940OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$876,218TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$1,718UnrelatedBusinessRevenueAmt
Exclusion$834,942ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,165,181TotalAmt
Program Services$1,165,181ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$15,549TotalAmt
Management And General$15,549ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$24,121TotalAmt
Management And General$24,121ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,183TotalAmt
Management And General$1,183ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$172,097TotalAmt
Management And General$172,097ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$213TotalAmt
Management And General$213ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$289,161TotalAmt
Management And General$289,161ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,667,505TotalAmt
Program Services$1,165,181ProgramServicesAmt
Management And General$502,324ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$505,792BOYAmt
EOY$1,179,487EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,593BOYAmt
EOY$6,148EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$10,176,437LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,375,370LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,668,528BOYAmt
EOY$5,801,067EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$24,936,028BOYAmt
EOY$22,599,790EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$10,010,215BOYAmt
EOY$9,471,794EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,553,825BOYAmt
EOY$1,464,191EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$42,680,981BOYAmt
EOY$40,522,477EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,414BOYAmt
EOY$6,414EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,264,465BOYAmt
EOY$4,490,641EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,270,879BOYAmt
EOY$4,497,055EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$32,049,678BOYAmt
EOY$30,048,147EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,639BOYAmt
EOY$0EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,354,785BOYAmt
EOY$5,977,275EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$38,410,102BOYAmt
EOY$36,025,422EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$42,680,981BOYAmt
EOY$40,522,477EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$791,287ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,215,883NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$377,510OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type2Yes (X)SupportingOrgType2Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1METHODIST FAMILY SERVICES OF PHILADELPHIABusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN232761039EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$1,651,181SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$1,651,181SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd
FieldValueIRS element (for citing)
Majority Dir Trst Supported OrgYes (1)MajorityDirTrstSupportedOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$38,410,102BeginningYearBalanceAmt
Contributions$42,994ContributionsAmt
Investment Earnings Or Losses-$760,229InvestmentEarningsOrLossesAmt
Other Expenditures$1,454,342OtherExpendituresAmt
Administrative Expenses$213,163AdministrativeExpensesAmt
End Year Balance$36,025,362EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$41,007,852BeginningYearBalanceAmt
Contributions$26,690ContributionsAmt
Investment Earnings Or Losses-$304,324InvestmentEarningsOrLossesAmt
Other Expenditures$1,825,090OtherExpendituresAmt
Administrative Expenses$495,024AdministrativeExpensesAmt
End Year Balance$38,410,102EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$37,386,330BeginningYearBalanceAmt
Contributions$47,058ContributionsAmt
Investment Earnings Or Losses$5,187,703InvestmentEarningsOrLossesAmt
Other Expenditures$1,297,878OtherExpendituresAmt
Administrative Expenses$314,361AdministrativeExpensesAmt
End Year Balance$41,007,852EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$34,997,947BeginningYearBalanceAmt
Contributions$16,415ContributionsAmt
Investment Earnings Or Losses$3,816,267InvestmentEarningsOrLossesAmt
Other Expenditures$1,220,206OtherExpendituresAmt
Administrative Expenses$224,093AdministrativeExpensesAmt
End Year Balance$37,386,330EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$37,279,089BeginningYearBalanceAmt
Contributions$5,990ContributionsAmt
Investment Earnings Or Losses-$578,299InvestmentEarningsOrLossesAmt
Other Expenditures$1,410,028OtherExpendituresAmt
Administrative Expenses$298,805AdministrativeExpensesAmt
End Year Balance$34,997,947EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.83000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.17000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch R0RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,161,700OtherCostOrOtherBasisAmt
Book Value$1,161,700BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,685,355OtherCostOrOtherBasisAmt
Depreciation$4,063,391DepreciationAmt
Book Value$4,621,964BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$322,195OtherCostOrOtherBasisAmt
Depreciation$311,680DepreciationAmt
Book Value$10,515BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,187OtherCostOrOtherBasisAmt
Depreciation$299DepreciationAmt
Book Value$6,888BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,801,067TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
BENEFICIAL INTEREST IN PERPETUAL TRUSTS$4,821,257F
LIMITED PARTNERSHIP INTERESTS$4,650,537F
FieldValueIRS element (for citing)
Total Book Value Securities$9,471,794TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO AFFILIATESDesc
Amt$4,490,641Amt
FieldValueIRS element (for citing)
Total Liability$4,490,641TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt-$717,175TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,215,883NetUnrealizedGainsInvstAmt
Other Revenue-$377,510OtherRevenueAmt
Revenue Not Reported-$1,593,393RevenueNotReportedAmt
Revenue Subtotal$876,218RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$876,218TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,667,505TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,667,505ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,667,505TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:FUNDS ARE TO BE USED TO SUPPORT THE RELATED ORGANIZATIONS OF METHODIST HOME FOR CHILDREN AND METHODIST FAMILY SERVICES OF PHILADELPHIA, INC.
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 VALUE OF PERPETUAL TRUST -377,510.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1METHODIST FAMILY SERVICES OF PHILADELPHIA INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14300 MONUMENT ROADAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19131ZIPCd
FieldValueIRS element (for citing)
Recipient EIN562311719RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$1,165,181CashGrantAmt
Purpose Of GrantTO SUPPORT PROGRAMS AND SERVICES TO CHILDREN, YOUTH AND FAMILIES.PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION ONLY GRANTS FUNDS TO RELATED ORGANIZATIONS OF METHODIST FAMILY SERVICES OF PHILADELPHIA, INC. AND METHODIST HOME FOR CHILDREN RESOURCES.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonANNE RICE BURGESSPersonNm
TitlePRESIDENT & CEOTitleTxt
Base Compensation Filing Org$7,977BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$159,538CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$440NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$15,514NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$8,417TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$175,052TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11ALL 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 12COFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTEREST THAT COULD GIVE RISE TO CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15AFTER INPUT IS SOUGHT FROM BOARD MEMBERS, THE BOARD CHAIR RESPONDS TO THE ANNUAL SUMMARY OF GOALS AND OBJECTIVES BY CONDUCTING THE ANNUAL PERFORMANCE EVALUATION WITH THE SENIOR VICE PRESIDENT/EXECUTIVE DIRECTOR. FOLLOWING THE EVALUATION A REVIEW OF NATIONAL AND STATE SALARY SURVEY (TYPICALLY THE ALLIANCE FOR CHILDREN AND FAMILIES AND PCCYFS RESPECTIVELY) IS CONDUCTED BY THE CHAIR IN CONSULTATION WITH BOARD LEADERSHIP TO SET THE SALARY AND 457 PLAN CONTRIBUTIONS FOR THE COMING YEAR. SALARY ADJUSTMENTS FOLLOWING ANNUAL PERFORMANCE REVIEWS OF OTHER KEY LEADERSHIP POSITIONS (PRESIDENT/CEO, OTHER VICE PRESIDENTS) ARE CONDUCTED BY MHC WITH MFSP BOARD MEMBER INPUT. SALARY ADJUSTMENTS FALL INTO 3 CATEGORIES, BUT ARE NOT ALWAYS CHANGED EACH YEAR. ACROSS THE BOARD COST OF LIVING ADJUSTMENT FOR ALL EMPLOYEES (ANNUALLY APPROVED BY THE HUMAN RESOURCES COMMITTEE), SALARY ADJUSTMENT ACCORDING TO TRENDS AND IF BELOW AVERAGE ACCORDING TO STANDARD SALARY SURVEYS AND/OR RECOGNITION FOR HIGH PERFORMANCE IN THE GIVEN YEAR.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:CHANGE IN THE VALUE OF PERPETUAL TRUSTS -377,510.
PART XII, LINE 2CTHE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
METHODIST FAMILY SERVICES OF PHILADELPHIA INC
4300 MONUMENT ROADPHILADELPHIAPA19131562311719TO PROVIDE SOCIAL SERVICES FOR CHILDREN, YOUTH AND FAMILIESPA501(C)3LINE 7N/A0
METHODIST HOME FOR CHILDREN RESOURCES
4300 MONUMENT ROADPHILADELPHIAPA19131200088838TO MAINTAIN THE FACILITY AND GROUNDS FOR CHILDREN, YOUTH AND FAMILIES.PA501(C)3LINE 11B, IIN/A0
METHODIST HOME FOR CHILDREN
4300 MONUMENT ROADPHILADELPHIAPA19131233095660TO ASSURE THE PROVISION OF QUALITY SERVICES TO CHILDREN, YOUTH AND FAMILIESPA501(C)3LINE 11A, IN/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

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