METHODIST HOME FOR CHILDREN: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
METHODIST HOME FOR CHILDREN (EIN 23-1401564)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-02-13
IRS object ID
201500449349300330
Schema version
2013v4.0
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)
Return2015-02-13T10:58:32-06:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1610 W GERMANTOWN PIKE STE 400AddressLine1
CityPLYMOUTH MEETINGCity
StatePAState
ZIP Code19462ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231401564EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1METHODIST HOME FOR CHILDREN FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlMETHBusinessNameControlTxt
Phone2158771925PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14300 MONUMENT ROADAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19131ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANNE RICE BURGESSPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone2158771925PhoneNum
Signature2015-02-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRUCE BRAUNEWELLCPAPreparerPersonNm
PTINP00075336PTIN
Phone2156433900PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerANNE RICE BURGESSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14300 MONUMENT ROADAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19131ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$9,934,527GrossReceiptsAmt
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-$2,064TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$2,064NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$16,415PYContributionsGrantsAmt
CY Contributions Grants$47,058CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,105,245PYInvestmentIncomeAmt
CY Investment Income$2,552,122CYInvestmentIncomeAmt
PY Other Revenue$51,687PYOtherRevenueAmt
CY Other Revenue$180CYOtherRevenueAmt
PY Total Revenue$2,173,347PYTotalRevenueAmt
CY Total Revenue$2,599,360CYTotalRevenueAmt
PY Grants And Similar Paid$1,130,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,297,878CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,016CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$314,299PYOtherExpensesAmt
CY Other Expenses$310,345CYOtherExpensesAmt
PY Total Expenses$1,444,299PYTotalExpensesAmt
CY Total Expenses$1,613,239CYTotalExpensesAmt
PY Revenues Less Expenses$729,048PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$986,121CYRevenuesLessExpensesAmt
Total Assets BOY$37,475,120TotalAssetsBOYAmt
Total Assets EOY$41,090,821TotalAssetsEOYAmt
Total Liabilities BOY$88,792TotalLiabilitiesBOYAmt
Total Liabilities EOY$82,971TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$37,386,328NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$41,007,850NetAssetsOrFundBalancesEOYAmt
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$1,297,878ExpenseAmt
Grant$1,297,878GrantAmt
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$1,297,878TotalProgramServiceExpensesAmt
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 CFOBusinessNameLine1
FieldValueIRS element (for citing)
Phone2158771925PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14300 MONUMENT ROADAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19131ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
KATHERINE ZIDEK
SECRETARY1.000.00Yes (X)Yes (X)$0$0$0
RICHARD COBB JR
TREASURER1.000.00Yes (X)Yes (X)$0$0$0
CHARLES SORKIN
VICE CHAIR1.001.00Yes (X)Yes (X)$0$0$0
RICHARD SCHMID
CHAIR1.000.00Yes (X)Yes (X)$0$0$0
GINA GOLSON NUNERY
BOARD MEMBER1.000.00Yes (X)$0$0$0
ANNE RICE BURGESS
PRESIDENT & CEO0.4039.60Yes (X)$1,600$158,400$31,385
ANGELE MARIE PARKER
PRESIDENT & CEO0.4039.60Yes (X)$1,995$197,539$40,915
MAULIN PATEL
VICE PRESIDENT & CFO0.8039.20Yes (X)$2,200$107,800$20,924
KATHERINE MARTIN
SR. VICE PRESIENT & EXECUT0.0040.00Yes (X)$0$120,000$27,837
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,795TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$583,739TotReportableCompRltdOrgAmt
Total Other Compensation$121,061TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HIRTLE CALLAGHAN & COBusinessNameLine1

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 BARR HARBOR DRIVE SUITE 500AddressLine1
CityWEST CONSHOHOCKENCity
StatePAState
ZIP Code19428ZIPCode
FieldValueIRS element (for citing)
ServicesINVESTMENT MANAGERServicesDesc
Compensation$194,172CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$47,058AllOtherContributionsAmt
Total Contributions$47,058TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,130,155TotalRevenueColumnAmt
Exclusion$2,130,155ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,757,134SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$7,335,167SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$421,967SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$421,967TotalRevenueColumnAmt
Unrelated Business Revenue-$2,064UnrelatedBusinessRevenueAmt
Exclusion$424,031ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$180TotalRevenueColumnAmt
Exclusion$180ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$180OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,599,360TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$2,064UnrelatedBusinessRevenueAmt
Exclusion$2,554,366ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,297,878TotalAmt
Program Services$1,297,878ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,016TotalAmt
Management And General$5,016ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$34,096TotalAmt
Management And General$34,096ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$185,421TotalAmt
Management And General$185,421ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,168TotalAmt
Management And General$6,168ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$268TotalAmt
Management And General$268ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$81,283TotalAmt
Management And General$81,283ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,109TotalAmt
Management And General$3,109ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,613,239TotalAmt
Program Services$1,297,878ProgramServicesAmt
Management And General$315,361ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$924,007BOYAmt
EOY$1,054,848EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$156,804BOYAmt
EOY$299,245EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,503,561LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,881,710LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,703,135BOYAmt
EOY$1,621,851EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$24,660,748BOYAmt
EOY$27,783,515EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$10,030,426BOYAmt
EOY$10,331,362EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$37,475,120BOYAmt
EOY$41,090,821EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$82,378BOYAmt
EOY$76,557EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$88,792BOYAmt
EOY$82,971EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$30,932,766BOYAmt
EOY$34,130,754EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$87,409BOYAmt
EOY$168,975EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,366,153BOYAmt
EOY$6,708,121EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$37,386,328BOYAmt
EOY$41,007,850EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$37,475,120BOYAmt
EOY$41,090,821EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$986,121ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,293,433NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$341,968OtherChangesInNetAssetsAmt
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
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Supported Org Information SupportedOrgInformationGrp (3 entries)

EINEINOrganization TypeOrganizationTypeDescGoverning Document ListedGoverningDocumentListedIndSupported Org NotifiedSupportedOrgNotifiedIndUS OrganizedUSOrganizedIndSupportSupportAmt
METHODIST SERVICES FOR CHILDREN AND FAMILIES
2327610397Yes (1)Yes (1)Yes (1)$534,513
METHODIST FAMILY SERVICES OF PHILADELPHIA INC
5623117197Yes (1)Yes (1)Yes (1)$663,365
METHODIST HOME FOR CHILDREN RESOURCES
200088838501(C)(3)Yes (1)Yes (1)Yes (1)$100,000
FieldValueIRS element (for citing)
Supported Organizations Total3SupportedOrganizationsTotalCnt
Support Sum$1,297,878SupportSumAmt

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$37,386,330BeginningYearBalanceAmt
Contributions$47,058ContributionsAmt
Investment Earnings Or Losses$5,187,703InvestmentEarningsOrLossesAmt
Other Expenditures$1,297,878OtherExpendituresAmt
Administrative Expenses$315,361AdministrativeExpensesAmt
End Year Balance$41,007,852EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$31,111,552BeginningYearBalanceAmt
Contributions$60,497ContributionsAmt
Investment Earnings Or Losses$3,710,524InvestmentEarningsOrLossesAmt
Other Expenditures$1,341,901OtherExpendituresAmt
Administrative Expenses$318,821AdministrativeExpensesAmt
End Year Balance$33,221,851EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.83230BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.16360PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00410TermEndowmentBalanceEOYPct
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$3,019,666OtherCostOrOtherBasisAmt
Depreciation$2,579,054DepreciationAmt
Book Value$440,612BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$322,195OtherCostOrOtherBasisAmt
Depreciation$302,656DepreciationAmt
Book Value$19,539BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,621,851TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
BENEFICIAL INTEREST IN PERPETUAL TRUSTS$5,552,103F
LIMITED PARTNERSHIP INTERESTS$4,779,259F
FieldValueIRS element (for citing)
Total Book Value Securities$10,331,362TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO AFFILIATESDesc
Amt$76,557Amt
FieldValueIRS element (for citing)
Total Liability$76,557TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$5,234,761TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,293,433NetUnrealizedGainsInvstAmt
Other Revenue$341,968OtherRevenueAmt
Revenue Not Reported$2,635,401RevenueNotReportedAmt
Revenue Subtotal$2,599,360RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,599,360TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,613,239TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,613,239ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,613,239TotalExpensesPerForm990Amt

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, METHODIST FAMILY SERVICES OF PHILADELPHIA, INC., AND METHODIST SERVICES FOR CHILDREN AND FAMILIES.
PART X, LINE 2:METHODIST HOME FOR CHILDREN FOUNDATION 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 METHODIST HOME FROM CHILDREN FOUNDATION'S FINANCIAL STATEMENTS. METHODIST HOME FOR CHILDREN FOUNDATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. THE TAX RETURNS FOR THE YEARS 2013, 2012 AND 2011 ARE OPEN FOR FEDERAL AND STATE TAX EXAMINATIONS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN VALUE OF PERPETUAL TRUSTS 341,968.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
METHODIST SERVICES FOR CHILDREN AND FAMILIES
4300 MONUMENT ROADPHILADELPHIAPA19131232671039501(C)(3)$534,513TO SUPPORT PROGRAMS AND SERVICES TO CHILDREN, YOUTH AND FAMILIES.
METHODIST FAMILY SERVICES OF PHILADELPHIA INC
4300 MONUMENT ROADPHILADELPHIAPA19131562311719501(C)(3)$663,365TO SUPPORT PROGRAMS AND SERVICES TO CHILDREN, YOUTH AND FAMILIES.
METHODIST HOME FOR CHILDREN RESOURCES
4300 MONUMENT ROADPHILADELPHIAPA19131200088838501(C)(3)$100,000FOR MAINTENANCE OF THE CAMPUS FOR RUNNING PROGRAM SERVICES
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
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 HOME FOR CHILDREN, METHODIST FAMILY SERVICES OF PHILADELPHIA, INC., METHODIST SERVICES FOR CHILDREN AND FAMILIES, 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$1,600$158,400$0$0$0$0$153$15,106$161$15,965$1,914$189,471$0$0
ANGELE MARIE PARKER
PRESIDENT & CEO$1,995$197,539$0$0$0$0$220$21,763$189$18,743$2,404$238,045$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4BFormAndLineReferenceDesc
ExplanationANGELE MARIE PARKER 457(B) - $8,278 ANGELE MARIE PARKER SUPPLEMENTAL RETIREMENT PLAN - $11,135 ANNE RICE BURGESS 457(B) - $5,024 KATHRINE MARTIN 457(B) - $5,020ExplanationTxt

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 341,968.
FORM 990, PART XII, LINE 2CTHIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
METHODIST SERVICES FOR CHILDREN AND FAMILIES
4300 MONUMENT ROADPHILADELPHIAPA19131232761039TO MEET THE UNMET NEEDS OF CHILDREN, YOUTH AND FAMILIESPA501(C)3LINE 7N/A0
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
4300 MONUMENT ROADPHILADELPHIAPA19131233095660TO ASSURE THE PROVISION OF QUALITY SERVICES TO CHILDREN, YOUTH AND FAMILIES.PA501(C)3LINE 11A, IN/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
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
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 OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Comments

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