2014-02-12T15:02:38-06:00 2013-06-30 410746749 CLIFTONLARSONALLEN LLP 610 WGERMANTOWN PIKE STE400 PLYMOUTH MEETING PA 19462 990 2012-07-01 231401564 METHODIST HOME FOR CHILDREN FOUNDATION METH 2158771925 4300 MONUMENT ROAD PHILADELPHIA PA 19131 ANNE RICE BURGESS 2158771925 2014-02-11 1 BRUCE BRAUNEWELLCPA P00075336 2156433900 2012 2015-11-30 17:44:51Z ANNE RICE BURGESS 4300 MONUMENT ROAD PHILADELPHIA PA 19131 6292053 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. 4 4 0 4 0 -103 15541 16415 0 0 1411600 2105245 900 51687 1428041 2173347 1319934 1130000 0 0 0 0 0 0 0 388898 314299 1708832 1444299 -280791 729048 35076961 37475120 79014 88792 34997947 37386328 TO SUPPORT PROGRAMS AND SERVICES TO CHILDREN, YOUTH, AND FAMILIES AND TO PROMOTE THEIR GENERAL WELFARE AND QUALITY OF LIFE. 0 0 1220206 1130000 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. 1220206 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 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 PA X X MAULIN PATEL CFO 2158771925 4300 MONUMENT ROAD PHILADELPHIA PA 19131 KATHERINE ZIDEK 1.00 X X 0 0 0 ROBERT SCHENA 1.00 X X 0 0 0 CHARLES SORKIN 1.00 X X 0 0 0 RICHARD SCHMID 1.00 X X 0 0 0 ANNE RICE BURGESS 0.00 40.00 X 0 136214 13500 ANGELE MARIE PARKER 0.00 40.00 X 0 170899 27689 MAULIN PATEL 0.00 40.00 X 0 107517 10214 KATHERINE MARTIN 0.00 40.00 X 0 124650 13165 0 539280 64568 0 0 1 0 HIRTLE CALLAGHAN & CO 300 BARR HARBOR DRIVE SUITE 500 WEST CONSHOHOCKEN PA 19428 INVESTMENT MANAGER 173816 1 16415 16415 1909559 1909559 4314392 4118706 195686 195686 195686 OTHER INCOME 900099 51687 51687 51687 2173347 0 0 2156932 1130000 1130000 39670 39670 10479 10479 173816 173816 87208 87208 2998 2998 OTHER EXPENSE 128 128 1444299 1220206 224093 0 268289 924007 6269 156804 4503561 2800426 1790342 1703135 23186751 24660748 9825310 10030426 35076961 37475120 10228 6414 68786 82378 79014 88792 X 28742563 30932766 32963 87409 6222421 6366153 34997947 37386328 35076961 37475120 X 729048 1515601 143732 X X 0 1 X 1 0 X X 0 0 0 METHODIST SERVICES FOR CHILDREN AND FAMILIES 232761039 7 1 1 1 454500 METHODIST FAMILY SERVICES OF PHILADELPHIA INC 562311719 7 1 1 1 675500 2 1130000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34997947 16415 3816267 1220206 224093 37386330 37279089 5990 -578299 1410028 298805 34997947 33221851 36262 5863397 1521088 321333 37279089 31111552 60497 3710524 1341901 318821 33221851 0.82740 0.17030 0.00230 0 1 0 1161700 1161700 3019666 2502883 516783 322195 297543 24652 1703135 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 5210135 F REAL ESTATE INVESTMENT TRUSTS 341035 F LIMITED PARTNERSHIP INTERESTS 4479256 F 10030426 DUE TO AFFILIATES 82378 82378 X 3832680 1515601 143732 1659333 2173347 0 2173347 1444299 0 1444299 0 1444299 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2012, 2011 AND 2010 ARE OPEN FOR FEDERAL AND STATE TAX EXAMINATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF PERPETUAL TRUSTS 143,732. 1 METHODIST SERVICES FOR CHILDREN AND FAMILIES 4300 MONUMENT ROAD PHILADELPHIA PA 19131 232671039 501(C)(3) 454500 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) 675500 TO SUPPORT PROGRAMS AND SERVICES TO CHILDREN, YOUTH AND FAMILIES. TO SUPPORT PROGRAMS AND SERVICES TO CHILDREN, YOUTH AND FAMILIES. 2 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION ONLY GRANTS FUNDS TO RELATED ORGANIZATIONS OF METHODIST HOME FOR CHILDREN, METHODIST FAMILY SERVICES OF PHILADELPHIA, INC., AND METHODIST SERVICES FOR CHILDREN AND FAMILIES. X X X 0 1 0 0 0 0 0 0 0 ANGELE MARIE PARKER 0 170899 0 0 0 0 0 19412 0 8277 0 198588 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 THE COMPENSATION OF THE CEO, CFO AND EXECUTIVE DIRECTORS ARE REVIEWED BY THE JOINT CHAIRS OF THE BOARD AND THEN APPROVED. NORMALLY A COST OF LIVING INCREMENT ARE PROPOSED. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES ARE REVIEWED BY THEIR SUPERVISOR AND APPROVED. NORMALLY A COST OF LIVING INCREMENT ARE PROPOSED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN THE VALUE OF PERPETUAL TRUSTS 143,732. FORM 990, PART XII, LINE 2C TWICE A YEAR EACH FINANCE/EXECUTIVE COMMITTEE OF THE MHC, MFSP, MSCF, MHCF AND MHCR MEET JOINTLY TO REVIEW THE PROPOSED BUDGET FOR THE FOLLOWING YEAR, HIRE THE AUDITORS, ACCEPT THE FINAL AUDIT FOR THE PRIOR YEAR, AND DISCUSS AND EVALUATE FIDUCIARY RESPONSIBILITIES. FOLLOWING THESE TWO MEETINGS, THE RESULTS ARE REVIEWED AT SEPARATE FINANCE/EXECUTIVE COMMITTEE MEETINGS AND SUBSEQUENT BOARD OF DIRECTORS MEETINGS FOR EACH COMPANY. 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 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0