2013-05-15T14:26:21-05:00 2012-06-30 560747981 DIXON HUGHES GOODMAN LLP 4510 COX ROAD SUITE 200 GLEN ALLEN VA 230603394 990 2011-07-01 540505969 UNITED METHODIST FAMILY SERVICES OF VIRGINIA INC UNIT 8042549664 3900 WEST BROAD STREET RICHMOND VA 23230 GREG PETERS 8042549664 2013-05-01 1 E GERARD SHAIA CPA P00777771 8042827636 2011 2016-02-24 21:20:13Z GREG PETERS 3900 WEST BROAD STREET RICHMOND VA 23230 24188383 0 X WWW.UMFS.ORG X 1900 VA TO CREATE INNOVATIVE OPPORTUNITIES FOR CHILDREN, YOUTH, ADULTS, AND FAMILIES TO DEVELOP THEIR SPIRITUAL, INTELLECTUAL, EMOTIONAL AND PHYSICAL POTENTIAL 14 13 383 400 0 0 1645640 2000296 13382724 14766747 614278 492121 463360 576761 16106002 17835925 0 0 0 0 10398056 11263440 0 0 461563 5905311 6333201 16303367 17596641 -197365 239284 19706257 19859967 2864533 3165553 16841724 16694414 X 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. 0 0 5335124 5654722 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. 6626867 6980956 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. 1231536 1078336 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. 1829151 1052733 OTHER SERVICES: IN-HOME AID, RECRUITMENT AND TRAINING OF FOSTER PARENTS 1829151 1052733 15022678 1 1 0 0 0 0 0 0 0 1 1 1 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 0 0 0 1 66 0 1 383 1 0 0 0 0 0 0 0 0 0 1 0 X 14 13 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 VA X X X THE ORGANIZATION 8042549664 RICHMOND VA RICHMOND VA 23230 DAVID WILL 0.00 X 0 0 0 REV JOHN S BRENNEKE 0.00 X X 0 0 0 KENNETH M GASSMANN JR 0.00 X 0 0 0 ELIZABETH CABELL JENNINGS 0.00 X 0 0 0 BISHOP CHARLENE P KAMMERER 0.00 X 0 0 0 GREG PETERS 40.00 X X 173237 0 29963 KIMBERLY A PINCHBECK 0.00 X 0 0 0 SHERYL A BRYAN 0.00 X 0 0 0 MARGARET HARDY 0.00 X 0 0 0 REV L DOUGLAS HILL 0.00 X 0 0 0 BRUCE WHITEHURST 0.00 X X 0 0 0 MARTHA CLEMENTS 0.00 X 0 0 0 BETTY FORBES 0.00 X 0 0 0 MICHAEL GIANCASPRO 0.00 X 0 0 0 SARAH HOYLE 0.00 X 0 0 0 KEN HUNTSMAN 0.00 X 0 0 0 MATT LISAGOR 40.00 X 103407 0 19175 JAY ZIEL 40.00 X 102970 0 16355 379614 0 65493 3 0 1 0 0 1014804 985492 34844 2000296 TREATMENT FOSTER CARE 624100 6980956 6980956 RESIDENTIAL SERVICES 623990 5654722 5654722 OTHER SERVICES 900099 2067537 2067537 ADOPTION SERVICES 624100 63532 63532 14766747 321512 321512 313446 0 313446 313446 313446 6523067 6352458 170609 170609 170609 OTHER INCOME 900099 243227 243227 GUARDIAN PLACE 900099 20088 20088 263315 17835925 14766747 0 1068882 445109 445109 8638016 7569197 836563 232256 323044 277124 34194 11726 1161376 1022103 116156 23117 695895 589735 88330 17830 256204 233013 16080 7111 975505 761738 189944 23823 173704 152973 15708 5023 365106 214944 136857 13305 PROGRAM SUPPORT 3808525 3670732 45360 92433 GENERAL & ADMININSTRATI 470862 362750 79471 28641 RECRUITMENT, EDUCATION 130728 112971 13709 4048 OTHER 97443 274 94919 2250 55124 55124 17596641 15022678 2112400 461563 287323 787795 1674665 1665550 198118 204969 14121548 9174659 5012437 4946889 11434760 10845425 469643 797294 629311 612045 19706257 19859967 263869 340677 95000 95000 2505664 2729876 2864533 3165553 X 16689673 16317435 152051 376979 16841724 16694414 19706257 19859967 X 239284 -386594 X X 0 1 1 X 1 1 X 2044116 1599508 1854900 1739692 2045683 9283899 2044116 1599508 1854900 1739692 2045683 9283899 9283899 639256 600728 302575 563474 634957 2740990 575703 175186 327871 485570 434945 1999275 14024164 34125379 0.66200 0.66280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11752352 132289 105021 723922 11265740 10129161 26119 2054323 457432 11752171 10242832 1197 894302 1009170 10129161 12375845 -1816105 316908 10242832 0 1 1 62916 62916 10580854 6209955 4370899 1980900 2078047 -97147 1496878 886657 610221 4946889 ACCRUED PAYROLL 836020 ACCRUED VACATION 477701 OTHER 27502 DUE TO CHARTERHOUSE SCHOOL 502714 DEFERRED GAIN ON SALE OF LAND 366000 ESTIMATED THIRD-PARTY PAYOR SETTLEMENTS 519939 2729876 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2012. 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, 2009 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. X X 0 0 0 0 0 0 0 0 0 GREG PETERS 173237 0 0 0 0 0 10788 0 19175 0 203200 0 0 0 X 1365 COMPARABLE SALES X 2 2038 COMPARABLE SALES X ADVERTISING 1 15000 COMPARABLE SALES X PROGRAM SUPPORT 82 18478 COMPARABLE SALES 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY MANAGEMENT, OUTSIDE CPAS, AND THE CHAIRPERSON OF THE AGENCY'S FINANCE COMMITTEE PRIOR TO FILING. THE REVIEW USUALLY OCCURS IN EARLY FEBRUARY FOR THE PRIOR FISCAL YEAR. 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 15 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -386,594. FORM 990 PART XI LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. GUARDIAN PLACE CORPORATION 3900 WEST BROAD STREET RICHMOND VA 23230 VA CHARTERHOUSE SCHOOLS INC 3900 WEST BROAD STREET RICHMOND VA 23230 EDUCATION VA 501(C)(3) LINE 2 0 GUARDIAN PLACE LIMITED PARTNERSHIP 3900 WEST BROAD STREET RICHMOND VA 23230 APARTMENT RENTAL VA GUARDIAN PLACE CORPORATION EXEMPT 0 0 GUARDIAN PLACE II LIMITED PARTNERSHIP 3900 WEST BROAD STREET RICHMOND VA 23230 APARTMENT RENTAL VA GUARDIAN PLACE CORPORATION EXEMPT 20088 279768 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0