2016-05-16T15:12:22-05:00 2015-06-30 560747981 DIXON HUGHES GOODMAN LLP 901 EAST CARY STREET SUITE 1000 RICHMOND VA 23219 990 2014-07-01 540505969 UNITED METHODIST FAMILY SERVICES OF VIRGINIA INC UNIT 8042549664 3900 WEST BROAD STREET RICHMOND VA 23230 GREG PETERS PRESIDENT & CEO 8042549664 2016-05-13 1 E GERARD SHAIA CPA P00777771 8042827636 2014 2016-08-17 19:52:53Z GREG PETERS 3900 WEST BROAD STREET RICHMOND VA 23230 34184603 0 X WWW.UMFS.ORG X 1900 VA TO CREATE INNOVATIVE OPPORTUNITIES FOR CHILDREN, YOUTH, ADULTS, AND FAMILIES TO DEVELOP THEIR SPIRITUAL, INTELLECTUAL, EMOTIONAL AND PHYSICAL POTENTIAL 18 17 506 1320 0 0 1940541 1988543 16462148 19158286 1673500 1182448 728483 1008702 20804672 23337979 0 0 0 0 12126975 13550867 0 0 658663 7393418 7983532 19520393 21534399 1284279 1803580 23641282 24708358 3633120 2827041 20008162 21881317 X PROVIDING A NETWORK OF HUMAN SERVICES TO ENABLE CHILDREN AND FAMILIES TO REALIZE THEIR HOPES FOR THE FUTURE. THE PRIMARY SERVICES OFFERED BY UNITED METHODIST FAMILY SERVICES OF VIRGINIA, INC. (UMFS) FOCUS ON TROUBLED AND NEEDY YOUTH PLACED IN UMFS PROGRAMS BY VARIOUS DEPARTMENTS OF SOCIAL SERVICES AND OTHER VIRGINIA AGENCIES. 0 0 6633130 6926845 THE UMFS TREATMENT CENTER OFFERS CUSTOMIZED 24-HOUR INTENSIVE TREATMENT WITH THE GOAL OF RETURNING THE YOUTH TO THE COMMUNITY AS SOON AS POSSIBLE. EACH YOUTH RECEIVES DAILY 24-HOUR ON-SITE STAFF SUPERVISION, INTENSIVE THERAPY (FAMILY, GROUP AND INDIVIDUAL) AND MEDICATION MANAGEMENT SERVICES. EACH TREATMENT TEAM WORKS CLOSELY WITH THE YOUTH'S GUARDIAN TO DESIGN TARGETED TREATMENT AND DISCHARGE PLANNING TOWARD RETURN TO THE COMMUNITY SETTING. 9225279 10338460 TREATMENT FOSTER CARE (TFC) IS FOSTER CARE WITH STRUCTURED THERAPEUTIC SUPPORT. CHILDREN PLACED IN TREATMENT FOSTER CARE NEED ADDITIONAL SUPPORT, BECAUSE OF THE TRAUMA THEY HAVE EXPERIENCED, ALONG WITH POSSIBLE EMOTIONAL OR PHYSICAL CHALLENGES. TREATMENT FOSTER CARE PARENTS WORK WITH A TEAM TO CREATE A HOME ENVIRONMENT THAT IS HEALTHY AND SUPPORTIVE, AS WELL AS INTENSELY STRUCTURED, IN A WAY THAT BENEFITS CHILDREN WITH SPECIAL NEEDS, SUCH AS THE FOLLOWING GROUPS: TEENAGERS, SIBLING GROUPS, YOUTH TRANSITIONING FROM MORE RESTRICTIVE TREATMENT ENVIRONMENTS, DEVELOPMENTALLY DELAYED OR MEDICALLY FRAGILE YOUTH, YOUTH WHO HAVE EXPERIENCED ADOPTION DISRUPTIONS, THOSE NEEDING PERMANENT CARE ARRANGEMENTS, AND PREGNANT YOUTH. 1350526 438626 UMFS PROVIDES A RANGE OF ADOPTION SERVICES THAT RECOGNIZE THAT ADOPTION IS A LIFELONG PROCESS, CREATING A RELATIONSHIP BETWEEN A CHILD AND ADOPTIVE PARENTS. WE PAY SPECIAL ATTENTION TO THE COMPLEX CIRCUMSTANCES THAT GIVE RISE TO THE NEED FOR ADOPTION AND TO THE STRESSES AND ADJUSTMENT THAT ENSUE FOR ALL PARTIES IN THIS PROCESS. 1238604 1457419 OTHER SERVICES: IN-HOME AID, RECRUITMENT AND TRAINING OF FOSTER PARENTS 1238604 1457419 18447539 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 1 1 1 0 0 0 1 74 0 1 506 1 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 1 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 VA X X THE ORGANIZATION 8042549664 RICHMOND VA RICHMOND VA 23230 GREG PETERS PRESIDENT/CEO & DIRECTOR 40.00 X X 225725 0 29203 BRUCE WHITEHURST CHAIR 0.50 0.50 X X 0 0 0 MARGARET HARDY VICE CHAIR 0.50 0.50 X X 0 0 0 MICHAEL GIANCASPRO SECRETARY 0.50 0.50 X X 0 0 0 DAVID L GRIMM DIRECTOR 0.50 0.50 X 0 0 0 DAVID WILL DIRECTOR 0.50 0.50 X 0 0 0 KENNETH M GASSMANN JR DIRECTOR 0.50 0.50 X 0 0 0 JOHN S BRENNEKE DIRECTOR 0.50 0.50 X 0 0 0 SHERYL A BRYAN DIRECTOR 0.50 0.50 X 0 0 0 REV L DOUGLAS HILL DIRECTOR 0.50 0.50 X 0 0 0 JAMES ROTHROCK DIRECTOR 0.50 0.50 X 0 0 0 BETTY FORBES DIRECTOR 0.50 0.50 X 0 0 0 SARAH HOYLE DIRECTOR 0.50 0.50 X 0 0 0 KEN HUNTSMAN DIRECTOR 0.50 0.50 X 0 0 0 BRUCE SADLER DIRECTOR 0.50 0.50 X 0 0 0 MARTHA CLEMENTS DIRECTOR 0.50 0.50 X 0 0 0 MARSHALL ROSS DIRECTOR 0.50 0.50 X 0 0 0 MELISSA SIKES DIRECTOR 0.50 0.50 X 0 0 0 MATT LISAGOR VICE PRESIDENT OF FINANCE 30.00 10.00 X 116387 0 24214 GARY DUNCAN VICE PRESIDENT OF DEVELOPMENT 30.00 10.00 X 119199 0 14384 JAY ZIEHL EXECUTIVE VICE PRESIDENT 30.00 10.00 X 114806 0 17991 MARCY JOHNSON VICE PRESIDENT OF PROGRAMS 30.00 10.00 X 101419 0 12482 NANCY TOSCANO VICE PRESIDENT OF STRATEGY 30.00 10.00 X 100759 0 13590 778295 0 111864 6 0 1 0 0 966878 1021665 52509 1988543 TREATMENT FOSTER CARE 624100 10338460 10338460 RESIDENTIAL SERVICES 623990 6926845 6926845 OTHER SERVICES 900099 1454355 1454355 ADOPTION SERVICES 624100 438626 438626 19158286 513609 513609 317461 0 317461 317461 317461 11511378 4085 10845603 1021 665775 3064 668839 3064 665775 OTHER INCOME 900099 669541 669541 GUARDIAN PLACE 900099 21700 21700 691241 23337979 19161350 0 2188086 540709 540709 10055132 8714340 980088 360704 373154 312117 42711 18326 1752143 1501467 193488 57188 829729 701665 102202 25862 312602 288834 21124 2644 1178946 985105 171475 22366 195015 168979 14858 11178 462936 346375 105769 10792 PROGRAM SUPPORT 4878087 4715434 63990 98663 GENERAL & ADMININSTRATI 587713 455107 91893 40713 RECRUITMENT, EDUCATION 183929 147094 28118 8717 BAD DEBTS 111022 111022 73282 71772 1510 21534399 18447539 2428197 658663 113119 894583 3147641 3343004 158175 204215 14823160 9864884 4953478 4958276 14330175 13829320 930801 804217 0 7893 674743 23641282 24708358 1676628 1765480 3800 17659 39637 30058 1913055 1013844 3633120 2827041 X 19553510 21445652 454652 435665 20008162 21881317 23641282 24708358 X 1803580 -892022 961597 X X 0 1 X 1 1 1 X 1645640 2000296 2039030 1940541 1988543 9614050 1645640 2000296 2039030 1940541 1988543 9614050 9614050 565112 634958 646471 396611 831070 3074222 193213 263315 312490 432936 691241 1893195 14581467 79292751 0.65930 0.68840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14330175 14645 240665 900581 13684904 12346578 26394 2140337 183134 14330175 11265740 10832 1480231 410225 12346578 11752352 132289 105021 723922 11265740 10129161 26119 2054323 457432 11752171 1.00000 0 0 62916 62916 10740089 6724780 4015309 2448062 2354669 93393 1572093 785435 786658 4958276 OTHER 25569 DEFERRED GAIN ON SALE OF LAND 366000 ESTIMATED THIRD PARTY PAYOR SETTLEMENTS 622275 1013844 X PART V, LINE 4: UMFS'S ENDOWMENT CONSISTS SOLELY OF AMOUNTS DESIGNATED BY THE BOARD OF DIRECTORS TO BE HELD FOR ENDOWMENT. THESE FUNDS ARE INVESTED WITH THE OBJECTIVE TO ENSURE, OVER THE LONG-TERM, A LEVEL OF ASSETS THAT WILL ADEQUATELY SUPPLEMENT THE CAPITAL AND OPERATING NEEDS OF UMFS. PART X, LINE 2: UMFS IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. TAX POSITIONS MUST MEET A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT IN ORDER FOR THE BENEFIT OF THOSE TAX POSITIONS TO BE RECOGNIZED IN THE UMFS FINANCIAL STATEMENTS. UMFS HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2015 AND 2014. INTEREST AND PENALTIES RELATED TO INCOME TAX ASSESSMENTS, IF ANY, ARE REFLECTED IN GENERAL AND ADMINISTRATIVE IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF ACTIVITIES. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2012 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. X X 0 0 0 0 0 0 0 0 0 GREG PETERS PRESIDENT/CEO & DIRECTOR 225725 0 0 0 0 0 12427 0 16776 0 254928 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND SETS THE COMPENSATION OF THE CEO. THE LAST FORMAL COMPENSATION STUDY WAS COMPLETED IN CALENDAR YEAR 2007. X PROGRAM SUPPORT 86 52509 COMPARABLE SALES 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THERE SHALL BE UP TO EIGHTEEN (18) ELECTED MEMBERS OF THE BOARD OF DIRECTORS, DIVIDED INTO THREE (3) OR SUCH OTHER NUMBER OF CLASSES AS THE BOARD OF DIRECTORS DETERMINE FROM TIME TO TIME. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY MANAGEMENT, OUTSIDE CPAS, AND THE AGENCY'S AUDIT COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY SIGN AND DISCLOSE ANY CONFLICTS OF INTEREST AS DEFINED BY THE CONFLICT OF INTEREST POLICY. OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED BY POLICY TO IMMEDIATELY REPORT TO THE BOARD ANY CHANGES IN STATUS REGARDING CONFLICTS OF INTEREST. OFFICERS AND DIRECTORS ARE PROHIBITED FROM VOTING OR PARTICIPATING IN ANY DISCUSSION RELATING TO MATTERS THAT THEY HAVE DISCLOSED AS CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND SETS THE COMPENSATION OF THE CEO. THE LAST FORMAL COMPENSATION STUDY WAS COMPLETED IN CALENDAR YEAR 2007. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE PROVIDED FOR REVIEW UPON REQUEST AND ARE EITHER DISTRIBUTED DIRECTLY OR MADE AVAILABLE FOR INSPECTION AT AN ORGANIZATIONAL OFFICE AS DEEMED APPROPRIATE. FORM 990, PART XI, LINE 9: ADJUSTMENT FROM ACQUISTION OF CHS 961,597. FORM 990 PART XI LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. GUARDIAN PLACE CORPORATION 3900 WEST BROAD STREET RICHMOND VA 23230 541672976 HOLDING COMPANY VA 21700 336021 UNITED METHODIST FAMILY SERVICES OF VIRGINIA CHARTERHOUSE SCHOOLS INC 3900 WEST BROAD STREET RICHMOND VA 23230 541116056 EDUCATION VA 501(C)(3) LINE 2 UNITED METHODIST FAMILY SERVICES OF VIRGINIA 1 GUARDIAN PLACE LIMITED PARTNERSHIP 3900 WEST BROAD STREET RICHMOND VA 23230 631088193 APARTMENT RENTAL VA GUARDIAN PLACE CORPORATION EXEMPT 0 0 GUARDIAN PLACE II LIMITED PARTNERSHIP 3900 WEST BROAD STREET RICHMOND VA 23230 621678955 APARTMENT RENTAL VA GUARDIAN PLACE CORPORATION EXEMPT 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 CHARTERHOUSE SCHOOLS INC A 140505 CHARTERHOUSE SCHOOLS INC L 340541