METHODIST HOME FOR CHILDREN: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
METHODIST HOME FOR CHILDREN (EIN 23-1401564)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-02-11
IRS object ID
201620429349301017
Schema version
2014v6.0
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)
Return2016-02-11T09:44:46-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

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 Begin2014-07-01TaxPeriodBeginDt

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
Signature2016-02-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRUCE BRAUNEWELLCPAPreparerPersonNm
PTINP00075336PTIN
Phone2156433900PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

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$6,634,327GrossReceiptsAmt
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-$1,335TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$1,335NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$47,058PYContributionsGrantsAmt
CY Contributions Grants$26,690CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,552,122PYInvestmentIncomeAmt
CY Investment Income$2,420,627CYInvestmentIncomeAmt
PY Other Revenue$180PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,599,360PYTotalRevenueAmt
CY Total Revenue$2,447,317CYTotalRevenueAmt
PY Grants And Similar Paid$1,297,878PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,548,621CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$5,016PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,374CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$310,345PYOtherExpensesAmt
CY Other Expenses$767,119CYOtherExpensesAmt
PY Total Expenses$1,613,239PYTotalExpensesAmt
CY Total Expenses$2,320,114CYTotalExpensesAmt
PY Revenues Less Expenses$986,121PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$127,203CYRevenuesLessExpensesAmt
Total Assets BOY$41,090,821TotalAssetsBOYAmt
Total Assets EOY$42,680,981TotalAssetsEOYAmt
Total Liabilities BOY$82,971TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,270,879TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$41,007,850NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$38,410,102NetAssetsOrFundBalancesEOYAmt
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$1,548,621ExpenseAmt
Grant$1,548,621GrantAmt
Revenue$0RevenueAmt
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$1,548,621TotalProgramServiceExpensesAmt
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 & CEO0.00Yes (X)$1,584$156,779$21,93240.00
MAULIN PATEL
VICE PRESIDENT & CFO0.00Yes (X)$2,278$111,613$13,33440.00
KATHERINE MARTIN
SR. VICE PRESIENT & EXECUT0.00Yes (X)$0$133,302$19,38240.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,862TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$401,694TotReportableCompRltdOrgAmt
Total Other Compensation$54,648TotalOtherCompensationAmt
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$26,690AllOtherContributionsAmt
Total Contributions$26,690TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,221,545TotalRevenueColumnAmt
Unrelated Business Revenue-$1,335UnrelatedBusinessRevenueAmt
Exclusion$2,222,880ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,386,092SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,187,010SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$199,082SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$199,082TotalRevenueColumnAmt
Exclusion$199,082ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,447,317TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$1,335UnrelatedBusinessRevenueAmt
Exclusion$2,421,962ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,548,621TotalAmt
Program Services$1,548,621ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,374TotalAmt
Management And General$4,374ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$39,670TotalAmt
Management And General$39,670ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,000TotalAmt
Management And General$3,000ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$187,194TotalAmt
Management And General$187,194ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$260,786TotalAmt
Management And General$260,786ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$276,469TotalAmt
Management And General$276,469ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,320,114TotalAmt
Program Services$1,548,621ProgramServicesAmt
Management And General$771,493ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,054,848BOYAmt
EOY$505,792EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$299,245BOYAmt
EOY$6,593EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$9,754,758LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,086,230LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,621,851BOYAmt
EOY$5,668,528EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$27,783,515BOYAmt
EOY$24,936,028EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$10,331,362BOYAmt
EOY$10,010,215EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,553,825EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$41,090,821BOYAmt
EOY$42,680,981EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$76,557BOYAmt
EOY$4,264,465EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$82,971BOYAmt
EOY$4,270,879EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$34,130,754BOYAmt
EOY$32,049,678EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$168,975BOYAmt
EOY$5,639EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,708,121BOYAmt
EOY$6,354,785EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$41,007,850BOYAmt
EOY$38,410,102EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$41,090,821BOYAmt
EOY$42,680,981EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$127,203ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,371,615NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$353,336OtherChangesInNetAssetsAmt
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$1,548,621SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$1,548,621SupportSumAmt
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 OrgYes (1)OrganizationChangeSuprtOrgInd
Supported Org Class Designated0SupportedOrgClassDesignatedInd
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

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, SECTION A., LINE 5AFormAndLineReferenceDesc
ExplanationTHE SUPPORTED ORGANIZATION, METHODIST SERVICES FOR CHILDREN AND FAMILIES (23-2671039), WAS MEGED INTO METHODIST FAMILY SERVICES OF PHILADELPHIA (56-2311719) ON 7/1/2014.ExplanationTxt

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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$33,221,851BeginningYearBalanceAmt
Contributions$36,262ContributionsAmt
Investment Earnings Or Losses$5,863,397InvestmentEarningsOrLossesAmt
Other Expenditures$1,521,088OtherExpendituresAmt
Administrative Expenses$321,333AdministrativeExpensesAmt
End Year Balance$37,279,089EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.83000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.17000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
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$8,270,863OtherCostOrOtherBasisAmt
Depreciation$3,779,019DepreciationAmt
Book Value$4,491,844BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$322,195OtherCostOrOtherBasisAmt
Depreciation$307,211DepreciationAmt
Book Value$14,984BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,668,528TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
BENEFICIAL INTEREST IN PERPETUAL TRUSTS$5,198,767F
LIMITED PARTNERSHIP INTERESTS$4,811,448F
FieldValueIRS element (for citing)
Total Book Value Securities$10,010,215TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO AFFILIATESDesc
Amt$4,264,465Amt
FieldValueIRS element (for citing)
Total Liability$4,264,465TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$75,702TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$2,371,615NetUnrealizedGainsInvstAmt
Revenue Not Reported-$2,371,615RevenueNotReportedAmt
Revenue Subtotal$2,447,317RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,447,317TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,673,450TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$353,336OtherExpensesIncludedAmt
Expenses Not Reported$353,336ExpensesNotReportedAmt
Expenses Subtotal$2,320,114ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,320,114TotalExpensesPerForm990Amt

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 XII, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN VALUE OF PERPETUAL TRUST 353,336.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
METHODIST FAMILY SERVICES OF PHILADELPHIA INC
4300 MONUMENT ROADPHILADELPHIAPA19131562311719501(C)(3)$1,348,621TO SUPPORT PROGRAMS AND SERVICES TO CHILDREN, YOUTH AND FAMILIES.
METHODIST HOME FOR CHILDREN RESOURCES
4300 MONUMENT ROADPHILADELPHIAPA19131200088838501(C)(3)$200,000FOR MAINTENANCE OF THE CAMPUS FOR RUNNING PROGRAM SERVICES
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
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 PlanYes (1)SupplementalNonqualRtrPlanInd
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 (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ANNE RICE BURGESS
PRESIDENT & CEO$1,584$156,779$0$0$0$0$149$14,686$71$7,026$1,804$178,491$0$0
KATHERINE MARTIN
SR. VICE PRESIENT & EXECUT$0$133,302$0$0$0$0$0$12,285$0$7,097$0$152,684$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4BFormAndLineReferenceDesc
ExplanationANNE RICE BURGESS 457(B) - $6,335 KATHRINE MARTIN 457(B) - $5,092ExplanationTxt

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 -353,336.
PART XII, LINE 2CTHE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 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
METHODIST SERVICES FOR CHILDREN AND FAMILIES
4300 MONUMENT ROADPHILADELPHIAPA19131232671039TO MEET THE NEEDS OF CHILDREN, YOUTHS, AND FAMILIESPA501(C)3LINE 7N/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

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.