UNITED METHODIST FAMILY SERVICES OF VIRGINIA: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNITED METHODIST FAMILY SERVICES OF VIRGINIA (EIN 54-0505969)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-13
- IRS object ID
- 201511339349304901
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T15:39:52-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560747981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4510 COX ROAD SUITE 200 | AddressLine1 |
| City | GLEN ALLEN | City |
| State | VA | State |
| ZIP Code | 230603394 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540505969 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED METHODIST FAMILY SERVICES OF VIRGINIA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 8042549664 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 WEST BROAD STREET | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23230 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG PETERS | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 8042549664 | PhoneNum |
| Signature | 2015-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | E GERARD SHAIA CPA | PreparerPersonNm |
| PTIN | P00777771 | PTIN |
| Phone | 8042827636 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GREG PETERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 WEST BROAD STREET | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,856,373 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UMFS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1900 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | TO CREATE INNOVATIVE OPPORTUNITIES FOR CHILDREN, YOUTH, ADULTS, AND FAMILIES TO DEVELOP THEIR SPIRITUAL, INTELLECTUAL, EMOTIONAL AND PHYSICAL POTENTIAL | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 424 | TotalEmployeeCnt |
| Total Volunteers | 844 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,039,030 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,940,541 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,522,846 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,462,148 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,021,843 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,673,500 | CYInvestmentIncomeAmt |
| PY Other Revenue | $614,502 | PYOtherRevenueAmt |
| CY Other Revenue | $728,483 | CYOtherRevenueAmt |
| PY Total Revenue | $19,198,221 | PYTotalRevenueAmt |
| CY Total Revenue | $20,804,672 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,397,339 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,126,975 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $481,638 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,701,337 | PYOtherExpensesAmt |
| CY Other Expenses | $7,393,418 | CYOtherExpensesAmt |
| PY Total Expenses | $18,098,676 | PYTotalExpensesAmt |
| CY Total Expenses | $19,520,393 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,099,545 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,284,279 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,427,591 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,641,282 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,176,104 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,633,120 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,251,487 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,008,162 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,829,326 | ExpenseAmt |
| Revenue | $5,865,204 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,978,681 | ExpenseAmt |
| Revenue | $8,600,317 | RevenueAmt |
| Desc | 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 WAY THAT BENEFIT 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 AND THOSE NEEDING PERMANENT CARE ARRANGEMENTS, PREGNANT YOUTH. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,375,744 | ExpenseAmt |
| Revenue | $101,966 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,367,764 | ExpenseAmt |
| Revenue | $1,899,573 | RevenueAmt |
| Desc | OTHER SERVICES: IN-HOME AID, RECRUITMENT AND TRAINING OF FOSTER PARENTS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,367,764 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,899,573 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $16,551,515 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 65 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 424 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8042549664 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RICHMOND VA | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23230 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| DAVID L GRIMM | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID WILL | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRUCE WHITEHURST | ||||||
| CHAIR | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KENNETH M GASSMANN JR | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN S BRENNEKE | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GREG PETERS | ||||||
| PRESIDENT/CEO & DIRECTOR | 40.00 | Yes (X) | $211,964 | $0 | $29,350 | Yes (X) |
| SHERYL A BRYAN | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARET HARDY | ||||||
| VICE CHAIR | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| REV L DOUGLAS HILL | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES ROTHROCK | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BETTY FORBES | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL GIANCASPRO | ||||||
| SECRETARY | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SARAH HOYLE | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KEN HUNTSMAN | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN MCCANN | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRUCE SADLER | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MATT LISAGOR | ||||||
| VICE PRESIDENT OF FINANCE | 40.00 | $112,792 | $0 | $23,576 | Yes (X) | |
| JAY ZIEHL | ||||||
| CHIEF OPERATING OFFICER | 40.00 | $112,566 | $0 | $17,138 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $437,322 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $70,064 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,052,924 | GovernmentGrantsAmt |
| All Other Contributions | $887,617 | AllOtherContributionsAmt |
| Noncash Contributions | $62,465 | NoncashContributionsAmt |
| Total Contributions | $1,940,541 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TREATMENT FOSTER CARE | 624100 | $8,600,317 | $8,600,317 |
| RESIDENTIAL SERVICES | 623990 | $5,865,204 | $5,865,204 |
| OTHER SERVICES | 900099 | $1,894,661 | $1,894,661 |
| ADOPTION SERVICES | 624100 | $101,966 | $101,966 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,462,148 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $396,611 | TotalRevenueColumnAmt |
| Exclusion | $396,611 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $295,547 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $295,547 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $295,547 | TotalRevenueColumnAmt |
| Exclusion | $295,547 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,323,678 | SecuritiesAmt |
| Other | $4,912 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,051,701 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,271,977 | SecuritiesAmt |
| Other | $4,912 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,276,889 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,912 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,271,977 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $411,653 | $411,653 |
| GUARDIAN PLACE | 900099 | $21,283 | $21,283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $432,936 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,804,672 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,467,060 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,397,071 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $517,340 | TotalAmt |
| Management And General | $517,340 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,030,977 | TotalAmt |
| Program Services | $7,797,247 | ProgramServicesAmt |
| Management And General | $964,472 | ManagementAndGeneralAmt |
| Fundraising | $269,258 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,744 | TotalAmt |
| Program Services | $290,498 | ProgramServicesAmt |
| Management And General | $37,178 | ManagementAndGeneralAmt |
| Fundraising | $12,068 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,504,952 | TotalAmt |
| Program Services | $1,306,266 | ProgramServicesAmt |
| Management And General | $166,149 | ManagementAndGeneralAmt |
| Fundraising | $32,537 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $733,962 | TotalAmt |
| Program Services | $614,864 | ProgramServicesAmt |
| Management And General | $100,407 | ManagementAndGeneralAmt |
| Fundraising | $18,691 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,943 | TotalAmt |
| Program Services | $270,593 | ProgramServicesAmt |
| Management And General | $25,543 | ManagementAndGeneralAmt |
| Fundraising | $5,807 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,174,603 | TotalAmt |
| Program Services | $956,981 | ProgramServicesAmt |
| Management And General | $189,969 | ManagementAndGeneralAmt |
| Fundraising | $27,653 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,704 | TotalAmt |
| Program Services | $180,329 | ProgramServicesAmt |
| Management And General | $14,430 | ManagementAndGeneralAmt |
| Fundraising | $13,945 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,075 | TotalAmt |
| Program Services | $295,006 | ProgramServicesAmt |
| Management And General | $118,171 | ManagementAndGeneralAmt |
| Fundraising | $9,898 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM SUPPORT | $4,372,981 | $4,159,274 | $168,429 | $45,278 |
| GENERAL & ADMININSTRATI | $526,380 | $408,976 | $82,150 | $35,254 |
| RECRUITMENT, EDUCATION | $177,768 | $154,889 | $13,674 | $9,205 |
| BAD DEBTS | $116,556 | $116,556 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,408 | TotalAmt |
| Program Services | $36 | ProgramServicesAmt |
| Management And General | $89,328 | ManagementAndGeneralAmt |
| Fundraising | $2,044 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,520,393 | TotalAmt |
| Program Services | $16,551,515 | ProgramServicesAmt |
| Management And General | $2,487,240 | ManagementAndGeneralAmt |
| Fundraising | $481,638 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $461,224 | BOYAmt |
| EOY | $113,119 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,589,348 | BOYAmt |
| EOY | $3,147,641 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,321 | BOYAmt |
| EOY | $158,175 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,671,801 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,718,323 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,828,074 | BOYAmt |
| EOY | $4,953,478 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,346,578 | BOYAmt |
| EOY | $14,330,175 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $973,687 | BOYAmt |
| EOY | $930,801 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,359 | BOYAmt |
| EOY | $7,893 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,427,591 | BOYAmt |
| EOY | $23,641,282 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,952 | BOYAmt |
| EOY | $476,264 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,400 | BOYAmt |
| EOY | $3,800 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,566 | BOYAmt |
| EOY | $39,637 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,743,186 | BOYAmt |
| EOY | $3,113,419 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,176,104 | BOYAmt |
| EOY | $3,633,120 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,803,078 | BOYAmt |
| EOY | $19,553,510 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $448,409 | BOYAmt |
| EOY | $454,652 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,251,487 | BOYAmt |
| EOY | $20,008,162 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,427,591 | BOYAmt |
| EOY | $23,641,282 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,284,279 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $472,396 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,854,900 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,645,640 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,000,296 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,039,030 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,940,541 | CurrentTaxYearAmt |
| Total | $9,480,407 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,854,900 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,645,640 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,000,296 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,039,030 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,940,541 | CurrentTaxYearAmt |
| Total | $9,480,407 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $9,480,407 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $518,957 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $565,112 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $634,958 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $646,471 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $396,611 | CurrentTaxYearAmt |
| Total | $2,762,109 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $327,871 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $193,213 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $263,315 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $312,490 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $432,936 | CurrentTaxYearAmt |
| Total | $1,529,825 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,772,341 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $71,845,518 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.68840 | PublicSupportCY170Pct |
| Public Support PY170 | 0.64260 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,346,578 | BeginningYearBalanceAmt |
| Contributions | $26,394 | ContributionsAmt |
| Investment Earnings Or Losses | $2,140,337 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $183,134 | OtherExpendituresAmt |
| End Year Balance | $14,330,175 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,265,740 | BeginningYearBalanceAmt |
| Contributions | $10,832 | ContributionsAmt |
| Investment Earnings Or Losses | $1,480,231 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $410,225 | OtherExpendituresAmt |
| End Year Balance | $12,346,578 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,752,352 | BeginningYearBalanceAmt |
| Contributions | $132,289 | ContributionsAmt |
| Investment Earnings Or Losses | $105,021 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $723,922 | OtherExpendituresAmt |
| End Year Balance | $11,265,740 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,129,161 | BeginningYearBalanceAmt |
| Contributions | $26,119 | ContributionsAmt |
| Investment Earnings Or Losses | $2,054,323 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $457,432 | OtherExpendituresAmt |
| End Year Balance | $11,752,171 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,242,832 | BeginningYearBalanceAmt |
| Contributions | $1,197 | ContributionsAmt |
| Investment Earnings Or Losses | $894,302 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,009,170 | OtherExpendituresAmt |
| End Year Balance | $10,129,161 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $62,916 | OtherCostOrOtherBasisAmt |
| Book Value | $62,916 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,656,880 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,579,341 | DepreciationAmt |
| Book Value | $4,077,539 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,471,119 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,311,434 | DepreciationAmt |
| Book Value | $159,685 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,480,886 | OtherCostOrOtherBasisAmt |
| Depreciation | $827,548 | DepreciationAmt |
| Book Value | $653,338 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,953,478 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PAYROLL | $614,494 |
| ACCRUED VACATION | $585,870 |
| OTHER | $38,855 |
| DUE TO CHARTERHOUSE SCHOOL | $287,004 |
| DEFERRED GAIN ON SALE OF LAND | $366,000 |
| ESTIMATED THIRD PARTY PAYOR SETTLEMENTS | $561,458 |
| LINE OF CREDIT | $659,738 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,113,419 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 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, 2011 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG PETERS | PersonNm |
| Title | PRESIDENT/CEO & DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $211,964 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $12,873 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $16,477 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $241,314 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND SETS THE COMPENSATION OF THE CEO. THE LAST FORMAL COMPENSATION STUDY WAS COMPLETED IN CALENDAR YEAR 2007. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | PROGRAM SUPPO | Desc |
| Contribution | 79 | ContributionCnt |
| Noncash Contributions Rpt F990 | $62,465 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 XII, LINE 2C: | THE AUDIT COMMITTEE IS NOW RESPONSIBLE FOR THE AUDIT PROCESS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUARDIAN PLACE CORPORATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 WEST BROAD STREET | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541672976 | EIN |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Total Income | $21,283 | TotalIncomeAmt |
| End Of Year Assets | $73,089 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED METHODIST FAMILY SERVICES OF VIRGINIA | BusinessNameLine1 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARTERHOUSE SCHOOLS INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 WEST BROAD STREET | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541116056 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 2 | PublicCharityStatusTxt |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| CHARTERHOUSE SCHOOLS INC | |
| J | $246,465 |
| CHARTERHOUSE SCHOOLS INC | |
| L | $447,143 |
Comments