2015-02-13T08:07:21-06:00 2014-06-30 752393478 WHITLEY PENN LLP 8343 DOUGLAS AVENUE STE 400 DALLAS TX 75225 990 2013-07-01 741323914 MEDINA CHILDREN'S HOME MEDI 8305892871 21300 STATE HIGHWAY 16 NORTH MEDINA TX 78055 TROY ROBERTSON PRESIDENT 8305892871 2015-02-12 1 CURTIS MAXFIELD P00445178 2143939300 2013 2016-02-25 16:41:14Z TROY ROBERTSON 21300 STATE HIGHWAY 16 NORTH MEDINA TX 78055 10544998 0 X WWW.ARMSOFHOPE.ORG X 1958 TX OPERATING AND MAINTAINING A CHRISTIAN HOME FOR THE CARE OF CHILDREN. 14 14 0 649 0 0 4176207 4096684 72142 61412 858457 1909829 30517 41267 5137323 6109192 0 0 0 0 1956750 2173665 0 0 307096 2211181 1769892 4167931 3943557 969392 2165635 30970433 37772535 1634172 1557743 29336261 36214792 OPERATING AND MAINTAINING A CHRISTIAN HOME FOR THE CARE OF CHILDREN. 0 0 3382453 66271 OPERATING AND MAINTAINING A CHRISTIAN HOME FOR THE CARE OF CHILDREN. 3382453 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 0 1 1 1 0 0 1 X 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 14 14 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X SCOTT STUMBO 8305892871 21300 STATE HIGHWAY 16 NORTH MEDINA TX 78055 X KEVIN MCDONALD DIRECTOR 1.00 1.00 X 0 0 0 JANA WOELFEL DIRECTOR 1.00 1.00 X 0 0 0 CURTIS BEDRICH DIRECTOR 1.00 1.00 X 0 0 0 KEN BAKER SECRETARY 1.00 1.00 X X 0 0 0 BRUCE BARNARD DIRECTOR 1.00 1.00 X 0 0 0 JERRY BROWDER DIRECTOR 1.00 1.00 X 0 0 0 MIKE CALVERT DIRECTOR 1.00 1.00 X 0 0 0 JERRY COX CHAIRMAN/DIRECTOR 1.00 1.00 X X 0 0 0 DON CRISP DIRECTOR/VICE CHAIRMAN 1.00 1.00 X X 0 0 0 SCOT FOITH DIRECTOR 1.00 1.00 X 0 0 0 RANDY NICHOLSON DIRECTOR 1.00 1.00 X 0 0 0 DR TOM WINKLER DIRECTOR 1.00 1.00 X 0 0 0 BETH WALKER PARTIAL YEAR DIRECTOR 1.00 1.00 X 0 0 0 PAT SHENKEL DIRECTOR 1.00 1.00 X 0 0 0 SCOTT STUMBO CHIEF FINANCIAL OFFICER 40.00 40.00 X 0 118926 8820 TROY ROBERTSON PRESIDENT 40.00 40.00 X 0 151350 11273 NATHALIE MCDONALD CHIEF DEVELOPMENT OFFICER 40.00 40.00 X 0 134732 8540 RICHARD BROWN EMPLOYEE 40.00 40.00 X 0 109273 6772 0 514281 35405 0 0 1 0 MERCURY MAIL 1971 DAVIS SAN LEADRO CA 945771262 185735 1 4096684 2585392 4096684 AGENCY SUPPORT 624100 61412 61412 61412 457089 457089 36408 36408 5878246 10300 4432719 3087 1445527 7213 1452740 1452740 MISCELLANEOUS INCOME 900099 4859 4859 4859 6109192 66271 0 1946237 145313 130121 2231 12961 1547083 1385343 23754 137986 56928 53259 1656 2013 290442 263784 5951 20707 133899 122283 2057 9559 62738 62738 185 148 37 100604 96004 2297 2303 9007 8960 47 344918 340652 4266 45512 20189 182 25141 878 768 110 3756 3005 751 419077 335262 83815 107537 101298 1335 4904 AUTO EXPENSE 282840 192047 90793 FOOD AND HOUSEHOLD EXPE 167541 166971 570 ALLOWANCES AND ACTIVITI 85610 84825 646 139 ANNUITY EXPENSE 61554 61554 78135 77534 58 543 3943557 3382453 254008 307096 3624644 7730202 1539556 2668352 83228 79377 39589 20256 7317 0 13755774 6084997 7067242 7670777 17160829 18579134 1448028 1024437 30970433 37772535 102845 234796 1531327 1322947 1634172 1557743 X 28859291 35731221 380706 387888 96264 95683 29336261 36214792 30970433 37772535 X 2165635 844441 585 3867870 X X 0 1 X 1 0 X 9474203 8132686 7321550 4176207 4096684 33201330 9474203 8132686 7321550 4176207 4096684 33201330 6774020 26427310 309450 439528 678549 572776 493497 2493800 89941 -199663 -120097 253395 181338 204914 35900044 0.73610 0.73520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18013413 4619572 2838199 5878246 111566 19481372 18471659 2613312 1502711 4400598 173671 18013413 16400380 4376195 -183733 1933501 187682 18471659 11896623 1287401 3448741 137271 95114 16400380 10930947 947990 17686 11896623 0.89600 0.05000 0.05400 0 0 1261528 1261528 9610117 3723513 5886604 1272698 996440 276258 1611431 1365044 246387 7670777 CHARITABLE GIFT ANNUITIES 695531 DEFERRED COMPENSATION 232963 LIABILITY UNDER UNITRUST 394453 1322947 X PART V, LINE 4: THE ENDOWMENT FUND IS A RESERVE FUND TO SECURE THE CONTINUAL OPERATIONS OF THE HOME. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE GUIDANCE UNDER FASB ASC TOPIC NO. 740, INCOME TAXES, WHICH PRESCRIBES A COMPREHENSIVE MODEL FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, PRESENTATION, AND DISCLOSURE OF UNCERTAIN INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS. MANAGEMENT BELIEVES THAT IT HAS NOT TAKEN A TAX POSITION THAT, IF CHALLENGED, WOULD HAVE A MATERIAL EFFECT ON THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION FILES FORM 990 IN THE UNITED STATES FEDERAL JURISDICTION WITHIN THE UNITED STATES AND NO TAX RETURNS ARE CURRENTLY UNDER EXAMINATION BY ANY TAX AUTHORITIES. MANAGEMENT BELIEVES THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011. 0 0 0 0 0 0 0 0 0 TROY ROBERTSON PRESIDENT 0 132600 0 18750 0 0 0 11273 0 0 0 162623 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS USED AN INDEPENDENT COMPENSATION CONSULTANT AND COMPARABLE COMPENSATION FROM SIMILAR ORGANIZATIONS TO DETERMINE THE SALARY OF TROY ROBERTSON, PRESIDENT. THE SALARY ARRANGEMENT WAS APPROVED BY THE BOARD OF DIRECTORS AND DOCUMENTED IN THE MINUTES. X 2458821 SALES REVENUE X 13 90524 MARKET PRICE X 6 29846 MARKET PRICE X MISCELLANEOUS 2 6201 FACE VALUE 0 0 0 FORM 990, PART V, LINE 1A: ARMS OF HOPE (EIN: 51-0416193), A RELATED ENTITY, PAID THE COMPENSATION FOR INDEPENDENT CONTRACTORS OF MEDINA CHILDREN'S HOME, INC. AND WAS REIMBURSED BY MEDINA CHILDREN'S HOME, INC. FOR THE EXPENSE. AS SUCH, ARMS OF HOPE FILED THE NECESSARY 1099S UNDER ITS NAME AND EIN, BUT THE COMPENSATION IS REPORTED ON THIS FORM 990. FORM 990, PART V, LINE 2A AND 2B: ARMS OF HOPE (EIN: 51-0416193), A RELATED ENTITY, PAID THE SALARIES OF EMPLOYEES OF MEDINA CHILDREN'S HOME, INC. AND WAS REIMBURSED BY MEDINA CHILDREN'S HOME, INC. FOR THE EXPENSES. AS SUCH, ARMS OF HOPE FILED THE NECESSARY W-2S AND W-3 UNDER ITS NAME AND EIN, BUT THE SALARIES ARE REPORTED ON THIS FORM 990. FORM 990, PART VI, SECTION A, LINE 2 KEVIN MCDONALD (DIRECTOR) AND NATHALIE MCDONALD (CHIEF DEVELOPMENT OFFICER) ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11 A PRELIMINARY DRAFT OF THE FORM 990 AND RELATED SCHEDULES WAS REVIEWED BY THE CEO, CHAIRMAN OF THE BOARD, AND CHAIRMAN OF THE AUDIT COMMITTEE. THE REMAINING CURRENT BOARD MEMBERS RECEIVED A COPY FOR REVIEW PRIOR TO THE FILING OF THE COMPLETED FORM 990 AND RELATED SCHEDULES. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS USED AN INDEPENDENT COMPENSATION CONSULTANT AND COMPARABLE COMPENSATION FROM SIMILAR ORGANIZATIONS TO DETERMINE THE SALARY OF TROY ROBERTSON, PRESIDENT. THE SALARY ARRANGEMENT WAS APPROVED BY THE BOARD OF DIRECTORS AND DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND AUDITED FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AT ITS OFFICE UPON REQUEST. FORM 990, PART VII TROY ROBERTSON IS EMPLOYED AS PRESIDENT FOR ARMS OF HOPE, MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME, AND BOLES CHILDREN'S HOME REALTY COMPANY. THIS BROAD ORGANIZATION ENCOMPASSES TWO DISTINCT CAMPUSES WITH OUTREACH OPERATIONS THROUGHOUT THE STATE OF TEXAS, INCLUDING DALLAS AND SAN ANTONIO. IN HIS ROLE AS PRESIDENT AND CEO OF THESE ORGANIZATIONS, TROY ROBERTSON SPLIT HIS TIME EQUALLY BETWEEN MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME AND ARMS OF HOPE. HOWEVER, ALL OF HIS COMPENSATION IS PAID FROM ARMS OF HOPE. SCOTT STUMBO AND NATHALIE MCDONALD ARE EMPLOYED AS CHIEF FINANCIAL OFFICER AND CHIEF DEVELOPMENT OFFICER, RESPECTIVELY. THESE OFFICERS PROVIDE SERVICES FOR ARMS OF HOPE, MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME, AND BOLES CHILDREN'S HOME REALTY COMPANY. THE OFFICERS SPLIT THEIR TIME EQUALLY BETWEEN MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME AND ARMS OF HOPE. HOWEVER, ALL OF THEIR COMPENSATION IS PAID FROM ARMS OF HOPE. ARMS OF HOPE'S BOARD OVERSEES/DIRECTS THE BOARDS OF MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME, AND BOLES CHILDREN'S HOME REALTY CORP. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 181,338. TRANSFER FROM ARMS OF HOPE 3,686,532. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT MAKE ANY CHANGES TO ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. FORM 990 ARMS OF HOPE, A TAX-EXEMPT ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, SUPPORTS MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME AND BOLES CHILDREN'S HOME REALTY CORP IN THE FORM OF PROVIDING GOVERNANCE AND LEADERSHIP THROUGH ITS RELATIONSHIP AS THE SOLE MEMBER OF BOTH MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME AND BOLES CHILDREN'S HOME REALTY CORP. AS SOLE MEMBER, ARMS OF HOPE HAS GOVERNANCE POWERS OVER BOTH MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME AND BOLES CHILDREN'S HOME REALTY CORP, SO MEMBERS OF ARMS OF HOPE'S BOARD OF DIRECTORS HAVE GOVERNANCE POWERS OVER BOTH MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME AND BOLES CHILDREN'S HOME REALTY CORP IN THE FORM OF EXERCISING ALL POWERS ARMS OF HOPE HAS OVER MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME AND BOLES CHILDREN'S HOME REALTY CORP AS THEIR SOLE MEMBER. THE MEMBERS OF ARMS OF HOPE'S BOARD OF DIRECTORS ONLY VOTE ON MATTERS RELATING TO MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME AND BOLES CHILDREN'S HOME REALTY CORP THAT ARE RESERVED TO ARMS OF HOPE AS THEIR MEMBER IN THEIR BY-LAWS. ARMS OF HOPE 21300 STATE HWY 16 N MEDINA TX 780553808 510416193 OPERATING CHRISTIAN HOMES FOR THE CARE OF CHILDREN TX 501(C)(3) LINE 7 N/A 0 BOLES CHILDREN'S HOME 7065 LOVE QUINLAN TX 754744609 750904045 OPERATING CHRISTIAN HOMES FOR THE CARE OF CHILDREN TX 501(C)(3) LINE 7 ARMS OF HOPE 1 BOLES CHILDREN'S HOME REALTY CORP 7065 LOVE QUINLAN TX 754744609 752839971 SUPPORTING ORGANIZATION TX 501(C)(2) ARMS OF HOPE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 ARMS OF HOPE O 1644238 CASH ARMS OF HOPE P 110895 CASH BOLES CHILDREN'S HOME INC R 1147002 CASH ARMS OF HOPE S 3686532 CASH