2013-05-07T14:13:05-05:00 2012-06-30 410746749 CLIFTONLARSONALLEN LLP 610 WEST GERMANTOWN PIKE SUITE 400 PLYMOUTH MEETING PA 19462 990 2011-07-01 231401564 METHODIST HOME FOR CHILDREN FOUNDATION METH 2158771925 4300 MONUMENT ROAD PHILADELPHIA PA 19131 ANGELE MARIE PARKER 2158771925 2013-05-01 1 BRUCE BRAUNEWELLCPA P00075336 2156433900 2011 2016-03-07 17:11:31Z ANGELE MARIE PARKER 4300 MONUMENT ROAD PHILADELPHIA PA 19131 7536929 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 0 -5238 87670 15541 0 0 1741807 1411600 22837 900 1852314 1428041 1429933 1319934 0 0 0 0 0 0 0 412488 388898 1842421 1708832 9893 -280791 37344960 35076961 65871 79014 37279089 34997947 TO SUPPORT PROGRAMS AND SERVICES TO CHILDREN, YOUTH, AND FAMILIES AND TO PROMOTE THEIR GENERAL WELFARE AND QUALITY OF LIFE. 0 0 1410028 1319934 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. 1410028 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 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 X MAULIN PATEL CFO 2158771925 4300 MONUMENT ROAD PHILADELPHIA PA 19131 X RICHARD HEVNER 1.00 X X 0 0 0 EDWARD GROSS 1.00 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 0 0 0 ANNE RICE BURGESS 40.00 X 0 115444 4587 ANGELE MARIE PARKER 40.00 X 0 197780 17211 MAULIN PATEL 40.00 X 0 99955 1976 KATHERINE MARTIN 40.00 X 0 115336 4587 0 528515 28361 0 0 1 0 HIRTLE CALLAGHAN & CO 300 BARR HARBOR DRIVE SUITE 500 WEST CONSHOHOCKEN PA 19428 INVESTMENT MANAGER 154374 1 15541 15541 1446351 1446351 6074137 6108888 -34751 -34751 -34751 OTHER INCOME 900099 900 900 900 1428041 0 0 1412500 1319934 1319934 133935 133935 10164 10164 154374 154374 87479 87479 2615 2615 OTHER EXPENSE 331 331 1708832 1410028 298804 0 109717 268289 6269 5458736 3668394 1877821 1790342 24616132 23186751 10741290 9825310 37344960 35076961 10229 10228 55642 68786 65871 79014 X 30781695 28742563 38192 32963 6459202 6222421 37279089 34997947 37344960 35076961 X -280791 -2000351 X X 0 1 1 X 0 X X 0 0 0 METHODIST SERVICES FOR CHILDREN AND FAMILIES 232761039 7 1 1 1 553085 METHODIST FAMILY SERVICES OF PHILADELPHIA INC 562311719 7 1 1 1 766849 2 1319934 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37279089 5990 -578299 1410028 298805 34997947 33221851 36262 5863397 1521088 321333 37279089 31111552 60497 3710524 1341901 318821 33221851 0.83000 0.17000 0 1 0 1161700 1161700 3972313 3375919 596394 322195 289947 32248 2528 2528 0 1790342 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 5066403 F REAL ESTATE INVESTMENT TRUSTS 731738 F LIMITED PARTNERSHIP INTERESTS 4027169 F 9825310 DUE TO AFFILIATES 68786 68786 1428041 1708832 -280791 -1763570 -236781 -2000351 -2281142 -572310 -1763570 -236781 -2000351 1428041 0 1428041 1708832 0 1708832 0 1708832 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: 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 2008, 2009 AND 2010 ARE OPEN FOR FEDERAL AND STATE TAX EXAMINATIONS. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN THE VALUE OF PERPETUAL TRUSTS -236,781. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF PERPETUAL TRUSTS -236,781. 1 METHODIST SERVICES FOR CHILDREN AND FAMILIES 4300 MONUMENT ROAD PHILADELPHIA PA 19131 232671039 501(C)(3) 553085 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) 766849 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 197780 0 0 0 0 0 17211 0 0 0 214991 0 0 PART I, LINE 4B ANGELE MARIE PARKER 457(B) - $7,825 ANGELE MARIE PARKER SUPPLEMENTAL RETIREMENT PLAN - $9,386 ANNE RICE BURGESS 457(B) - $4,587 KATHRINE MARTIN 457(B) - $4,587 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. PART VII THE PRESIDENT AND CEO AND CHIEF FINANCIAL OFFICER WORK APPROXIMATELY 5 TO 10 HOURS IN EACH OF THE RELATED ORGANIZATIONS WITHIN THE METHODIST SERVICES SYSTEM, DEPENDING ON NEED AND AVAILABILITY. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,763,570. CHANGE IN THE VALUE OF PERPETUAL TRUSTS -236,781. TOTAL TO FORM 990, PART XI, LINE 5: -2,000,351. 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 1 0 0 1 0 0 0