2015-02-13T10:58:32-06:00 2014-06-30 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2013-07-01 231401564 METHODIST HOME FOR CHILDREN FOUNDATION METH 2158771925 4300 MONUMENT ROAD PHILADELPHIA PA 19131 ANNE RICE BURGESS PRESIDENT & CEO 2158771925 2015-02-04 1 BRUCE BRAUNEWELLCPA P00075336 2156433900 2013 2016-03-07 17:11:31Z ANNE RICE BURGESS 4300 MONUMENT ROAD PHILADELPHIA PA 19131 9934527 0 X WWW.METHODISTSERVICES.ORG X 1879 PA TO SUPPORT PROGRAMS AND SERVICES TO CHILDREN, YOUTH, AND FAMILIES, WHICH PROMOTES THEIR GENERAL WELFARE AND QUALITY OF LIFE. 5 5 0 5 -2064 -2064 16415 47058 0 0 2105245 2552122 51687 180 2173347 2599360 1130000 1297878 0 0 0 5016 0 0 0 314299 310345 1444299 1613239 729048 986121 37475120 41090821 88792 82971 37386328 41007850 TO SUPPORT PROGRAMS AND SERVICES TO CHILDREN, YOUTH, AND FAMILIES AND TO PROMOTE THEIR GENERAL WELFARE AND QUALITY OF LIFE. 0 0 1297878 1297878 METHODIST 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. 1297878 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 PA X MAULIN PATEL CFO 2158771925 4300 MONUMENT ROAD PHILADELPHIA PA 19131 KATHERINE ZIDEK SECRETARY 1.00 0.00 X X 0 0 0 RICHARD COBB JR TREASURER 1.00 0.00 X X 0 0 0 CHARLES SORKIN VICE CHAIR 1.00 1.00 X X 0 0 0 RICHARD SCHMID CHAIR 1.00 0.00 X X 0 0 0 GINA GOLSON NUNERY BOARD MEMBER 1.00 0.00 X 0 0 0 ANNE RICE BURGESS PRESIDENT & CEO 0.40 39.60 X 1600 158400 31385 ANGELE MARIE PARKER PRESIDENT & CEO 0.40 39.60 X 1995 197539 40915 MAULIN PATEL VICE PRESIDENT & CFO 0.80 39.20 X 2200 107800 20924 KATHERINE MARTIN SR. VICE PRESIENT & EXECUT 0.00 40.00 X 0 120000 27837 5795 583739 121061 0 0 1 0 HIRTLE CALLAGHAN & CO 300 BARR HARBOR DRIVE SUITE 500 WEST CONSHOHOCKEN PA 19428 INVESTMENT MANAGER 194172 1 47058 47058 2130155 2130155 7757134 7335167 421967 421967 -2064 424031 OTHER INCOME 900099 180 180 180 2599360 0 -2064 2554366 1297878 1297878 5016 5016 34096 34096 185421 185421 6168 6168 268 268 81283 81283 3109 3109 1613239 1297878 315361 0 924007 1054848 156804 299245 4503561 2881710 1703135 1621851 24660748 27783515 10030426 10331362 37475120 41090821 6414 6414 82378 76557 88792 82971 X 30932766 34130754 87409 168975 6366153 6708121 37386328 41007850 37475120 41090821 X 986121 2293433 341968 X X 0 1 X 1 0 X X 0 0 0 METHODIST SERVICES FOR CHILDREN AND FAMILIES 232761039 7 1 1 1 534513 METHODIST FAMILY SERVICES OF PHILADELPHIA INC 562311719 7 1 1 1 663365 METHODIST HOME FOR CHILDREN RESOURCES 200088838 501(C)(3) 1 1 1 100000 3 1297878 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37386330 47058 5187703 1297878 315361 41007852 34997947 16415 3816267 1220206 224093 37386330 37279089 5990 -578299 1410028 298805 34997947 33221851 36262 5863397 1521088 321333 37279089 31111552 60497 3710524 1341901 318821 33221851 0.83230 0.16360 0.00410 0 1 0 1161700 1161700 3019666 2579054 440612 322195 302656 19539 1621851 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 5552103 F LIMITED PARTNERSHIP INTERESTS 4779259 F 10331362 DUE TO AFFILIATES 76557 76557 X 5234761 2293433 341968 2635401 2599360 0 2599360 1613239 0 1613239 0 1613239 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. 1 METHODIST SERVICES FOR CHILDREN AND FAMILIES 4300 MONUMENT ROAD PHILADELPHIA PA 19131 232671039 501(C)(3) 534513 TO SUPPORT PROGRAMS AND SERVICES TO CHILDREN, YOUTH AND FAMILIES. METHODIST FAMILY SERVICES OF PHILADELPHIA INC 4300 MONUMENT ROAD PHILADELPHIA PA 19131 562311719 501(C)(3) 663365 TO SUPPORT PROGRAMS AND SERVICES TO CHILDREN, YOUTH AND FAMILIES. METHODIST HOME FOR CHILDREN RESOURCES 4300 MONUMENT ROAD PHILADELPHIA PA 19131 200088838 501(C)(3) 100000 FOR MAINTENANCE OF THE CAMPUS FOR RUNNING PROGRAM SERVICES 3 0 PART I, LINE 2: THE 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. X X X 0 1 0 0 0 0 0 0 0 ANNE RICE BURGESS PRESIDENT & CEO 1600 158400 0 0 0 0 153 15106 161 15965 1914 189471 0 0 ANGELE MARIE PARKER PRESIDENT & CEO 1995 197539 0 0 0 0 220 21763 189 18743 2404 238045 0 0 PART I, LINE 4B ANGELE 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) - $5,020 FORM 990, PART VI, SECTION B, LINE 11 ALL 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 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTEREST THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 AFTER 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 19 THE 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 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. METHODIST SERVICES FOR CHILDREN AND FAMILIES 4300 MONUMENT ROAD PHILADELPHIA PA 19131 232761039 TO MEET THE UNMET NEEDS OF CHILDREN, YOUTH AND FAMILIES PA 501(C)3 LINE 7 N/A 0 METHODIST FAMILY SERVICES OF PHILADELPHIA INC 4300 MONUMENT ROAD PHILADELPHIA PA 19131 562311719 TO PROVIDE SOCIAL SERVICES FOR CHILDREN, YOUTH AND FAMILIES PA 501(C)3 LINE 7 N/A 0 METHODIST HOME FOR CHILDREN 4300 MONUMENT ROAD PHILADELPHIA PA 19131 233095660 TO ASSURE THE PROVISION OF QUALITY SERVICES TO CHILDREN, YOUTH AND FAMILIES. PA 501(C)3 LINE 11A, I N/A 0 METHODIST HOME FOR CHILDREN RESOURCES 4300 MONUMENT ROAD PHILADELPHIA PA 19131 200088838 TO MAINTAIN THE FACILITY AND GROUNDS FOR CHILDREN, YOUTH AND FAMILIES. PA 501(C)3 LINE 11B, II N/A 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0