2013-12-20T13:58:43-06:00 2013-06-30 620647474 BLACKBURN CHILDERS & STEAGALL PLC 550 TUSCULUM BLVD GREENEVILLE TN 377453939 990 2012-07-01 620515531 HOLSTON UNITED METHODIST HOME FOR CHILDREN INC HOLS 4236384171 P O BOX 188 GREENEVILLE TN 377440188 BRADLEY S WILLIAMS 4236384171 2013-12-19 1 CHAD KISNER P00738241 4236388516 2013-12-17 2012 2015-11-30 17:44:51Z BRADLEY S WILLIAMS P O BOX 188 GREENEVILLE TN 377440188 25473695 0 X WWW.HOLSTONHOME.ORG X 1946 TN HOLSTON HOME IS A CHRISTIAN MINISTRY PROVIDING HOPE AND HEALING FOR CHILDREN AND FAMILIES STRUGGLING WITH LIFE'S CHALLENGES. 23 23 242 63 0 0 2452745 2949238 8674596 7728773 1483947 1094533 45928 51130 12657216 11823674 0 0 0 0 6514313 6218646 0 0 650416 4874754 4452567 11389067 10671213 1268149 1152461 36400216 39314707 1209760 969636 35190456 38345071 X HOLSTON HOME IS A CHRISTIAN MINISTRY PROVIDING HOPE AND HEALING FOR CHILDREN AND FAMILIES STRUGGLING WITH LIFE'S CHALLENGES. TO FULFILL OUR MISSION, WE WORK TO BUILD MEANINGFUL, TRUSTING RELATIONSHIPS WHICH RESULT IN WHOLENESS AND PERMANENCY FOR CHILDREN AND FAMILIES. BUILDING ON THE FOUNDATION OF CHRISTIAN PRINCIPLES AND BEST-PRACTICE STANDARDS, WE OFFER A BROAD ARRAY OF SERVICES, INCLUDING:- CHILD ADVOCACY AND PUBLIC AWARENESS ACTIVITIES- COMPREHENSIVE CHILD- AND FAMILY-SUPPORT SERVICES- EARLY CHILDHOOD EDUCATION- SPECIAL EDUCATION AND DAY TREATMENT- ADOPTION AND FOSTER-FAMILY CARE- COMMUNITY-BASED GROUP HOMES- RESIDENTIAL TREATMENT 0 0 3613290 3323045 RESIDENTIAL PROGRAMS FOR NEEDY/NEGLECTED/ABUSED CHILDREN:HOLSTON HOME OPERATES A VARIETY OF GROUP-CARE PROGRAMS RANGING FROM LESS STRUCTURED COMMUNITY-BASED HOMES TO HIGHLY STRUCTURED RESIDENTIAL TREATMENT SETTINGS. THESE PROGRAMS ARE PART OF THE AGENCY'S LARGER CONTINUUM OF CARE PROVIDING FOSTER FAMILY AND ADOPTION SERVICES, DAY TREATMENT, AND INTENSIVE IN-HOME SERVICES WITH BIRTH FAMILIES. OUR GOAL IS TO PROVIDE INDIVIDUALIZED ATTENTION TO EACH YOUTH'S EDUCATIONAL, BEHAVIORAL, SPIRITUAL, AND MENTAL HEALTH NEEDS WHILE MOVING TOWARD PLACEMENT IN A PERMANENT SETTING. EVERY GROUP CARE FACILITY IS STAFFED WITH TRAINED TEACHER-COUNSELORS WHO PROVIDE DIRECT CARE AND SUPERVISION. THESE STAFF ARE SUPPORTED BY CHILD AND FAMILY SPECIALISTS, PROGRAM DIRECTORS AND SUPERVISORS, MENTAL HEALTH PROFESSIONALS, ADVENTURE-BASED COUNSELORS, AND A DIRECTOR OF SPIRITUAL LIFE. 3221933 3346391 FOSTER CARE PROGRAMS FOR NEEDY/NEGLECTED/ABUSED CHILDREN:HOLSTON UNITED METHODIST HOME FOR CHILDREN'S FOSTER CARE PROGRAM WORKS TO FIND HOMES FOR CHILDREN TO HAVE A PLACE WHERE THEY CAN WORK ON THEIR PERSONAL AND FAMILY STRUGGLES WHILE HAVING A FEELING OF BELONGING. FOSTER FAMILIES WITH HOLSTON HOME UNDERGO EXTENSIVE TRAINING, BACKGROUND CHECKS AND A HOME STUDY PROCESS BEFORE BEING APPROVED FOR CHILDREN TO BE PLACED IN THEIR HOME. ONCE THE FAMILY IS APPROVED, THERE IS ONGOING MONTHLY TRAINING. UPON RECEIVING A CHILD TO PARENT, THE FOSTER FAMILY IS SUPPORTED BY A HOLSTON HOME CHILD AND FAMILY SPECIALIST AND A TEAM OF PROFESSIONALS. AROUND THE CLOCK ON-CALL SUPPORT IS PROVIDED FOR EMERGENCIES THAT MAY ARISE. FOSTER PARENTS ARE ALSO PROVIDED WITH RESPITE CARE TO ALLOW FAMILIES TO TAKE A BREAK FROM THE DEMANDS OF BEING A FOSTER PARENT. FOSTER PARENTS RECEIVE A COMPETITIVE DAILY RATE TO HELP PROVIDE FOR THE CARE OF THE CHILD. 1238151 954773 EARLY LEARNING/CHILD CARE PROGRAMS:IN 1985, HOLSTON HOME BEGAN LOOKING BEYOND ITS CAMPUS TO HELP COMMUNITIES CARE FOR THEIR CHILDREN. WE WERE PARTICULARILY CONCERNED ABOUT THE NEED FOR QUALITY, AFFORDABLE CHILDCARE FOR CHILDREN OF WORKING PARENTS -- ESPECIALLY FOR CHILDREN FROM LOW INCOME AND SINGLE-PARENT FAMILIES. THESE EARLY CHILDHOOD MINISTRIES BEGAN AS THE CHILDREN'S CENTER IN GREENEVILLE AND HAVE NOW EXPANDED TO INCLUDE THE SMALL MIRACLES CENTER. OUR EARLY CHILDHOOD MINISTRIES NOW SERVE MORE THAN 120 PRE-SCHOOL CHILDREN EACH WORKDAY. OUR CLASSROOMS ARE STAFFED BY BACHELOR-LEVEL TEACHERS AND LED BY EXPERIENCED EARLY-CHILDHOOD DIRECTORS. THE DAILY PROGRAM IS BUILT UPON AN ESTABLISHED CURRICULUM. EACH OF OUR CENTERS HAS BEEN AWARDED A THREE-STAR RATING (THE TOP RATING) ON THE TENNESSEE QUALITY-RATING SYSTEM. SCHOLARSHIPS ARE AVAILABLE SO THAT NO CHILD WILL BE LEFT BEHIND AND NO PARENT WILL HAVE TO GIVE UP QUALITY CHILDCARE IN ORDER TO WORK OR GO TO SCHOOL. WE ALSO OFFER PARENTING-EDUCATION CLASSES AND CONSULTATION TO AREA CHURCHES AND BUSINESSES INTERESTED IN ESTABLISHING THEIR OWN CHILDCARE PROGRAMS. - LICENSED BY THE TENNESSEE DEPARTMENT OF HUMAN SERVICES.- ACCREDITED BY THE COUNCIL ON ACCREDITATION OF SERVICES (A NATIONAL ACCREDITING BODY).HOLSTON UNITED METHODIST HOME FOR CHILDREN DOES NOT DISCRIMINATE ON THE BASIS OF RACE, RELIGION, GENDER, OR HANDICAPPING CONDITIONS IN THE PROVISION OF ITS SERVICES AND IN ITS HIRING PRACTICES. OUR SERVICES ARE FUNDED BY PARENT FEES, UNITED WAY, PRIVATE AND CHURCH SUPPORT, AND A DEPARTMENT OF EDUCATION GRANT. 866697 104564 INDIRECT SUPPORT FOR RESIDENTIAL/FOSTER CARE/EARLY LEARNING-CHILD CARE PROGRAMS 866697 104564 8940071 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 6 0 1 242 1 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X BRADLEY S WILLIAMS 4237878702 404 HOLSTON DRIVE GREENEVILLE TN 37744 ARTHUR S MASKER 40.00 X X 135013 0 3572 STEPHEN WBRUMIT 0.20 X 0 0 0 BARBARA STREET 0.30 X 0 0 0 JOHN MCGUFFIN 0.20 X 0 0 0 GREGG BOSTICK 0.30 X 0 0 0 KENT BEWLEY 0.30 X 0 0 0 NANCY CASSON 0.30 X X 0 0 0 BRENDA STEVENS 0.30 X 0 0 0 MITCH COX 0.10 X 0 0 0 RICHARD CURRIE 0.20 X 0 0 0 MARY M DENTON 0.70 X X 0 0 0 BRADLEY J BOWER 0.60 X X 0 0 0 JEFFREY MONSON 0.50 X X 0 0 0 COLE PIPER 0.00 X 0 0 0 JEWELL MCKINNEY 0.10 X 0 0 0 IVY LEONARD 0.30 X 0 0 0 JAMES SEXTON 0.10 X 0 0 0 RONALD JONES 0.10 X 0 0 0 HON THOMAS J WRIGHT 0.20 X 0 0 0 DEBRA OLDENBURG 0.10 X 0 0 0 THOMAS T BALLARD JR 0.10 X 0 0 0 NICOLE KREWSON 0.10 X 0 0 0 ADAM MCKEE 0.00 X 0 0 0 BRENDA PARRISH DICKMANN 0.10 X 0 0 0 PETER PALMER 0.30 X 0 0 0 MARY VIRGINIA TAYLOR 0.00 X 0 0 0 DAVID W FORD - 070112 TO 082812 40.00 X 70482 0 2294 BRADLEY S WILLIAMS 40.00 X 111078 0 8166 CHARLES A HUTCHINS 40.00 X 83796 0 5482 KATHLENE HOARD 40.00 X 64840 0 5482 MARK R MANCUSO - 040113 TO 06301 40.00 X 0 0 0 465209 0 24996 2 0 0 0 0 2949238 288797 2949238 FOSTER CARE PROGRAM FEES 624100 3346391 3346391 RESIDENTIAL PROGRAM FEES 624100 3323045 3323045 CHILD CARE FEES 624100 954773 954773 USDA PROGRAMS 623000 67025 67025 PERFORMANCE BASED CONTRACT INCENT 624100 37539 37539 7728773 553854 553854 14170254 20446 13625746 24275 544508 -3829 540679 540679 MISCELLANEOUS 624100 51130 51130 51130 11823674 7728773 0 1145663 479900 400716 55189 23995 4612513 3849323 528012 235178 762594 641445 92817 28332 363639 300308 44059 19272 30000 30000 157527 86250 71239 38 21477 9327 3855 8295 218399 159012 29955 29432 251455 247981 3474 48102 30663 6657 10782 21695 11225 7701 2769 322798 268507 34000 20291 25854 25854 FOSTER CARE BOARD 1359299 1359299 DIETARY/CLIENT BENEFITS 708978 708978 ALLOCATED MAINTENANCE 513982 445883 37292 30807 OTHER EXPENSES 513390 210793 86188 216409 259611 210361 27908 21342 10671213 8940071 1080726 650416 1176326 707471 121437 960750 1140211 14824 14082 98022 55291 11073713 3576184 7846261 7497529 25298247 28624554 884349 1275569 36400216 39314707 220620 194558 989140 775078 1209760 969636 X 31774957 34748856 1445380 1624461 1970119 1971754 35190456 38345071 36400216 39314707 1152461 2170713 -168559 0 X X 0 1 X 1 0 X 3534318 2428553 2634552 2452745 2949238 13999406 8349554 9022172 8844552 8674596 7728773 42619647 11883872 11450725 11479104 11127341 10678011 56619053 0 815104 180957 117195 169463 659432 1942151 815104 180957 117195 169463 659432 1942151 54676902 1081440 669536 782337 780629 553854 3867796 1081440 669536 782337 780629 553854 3867796 35157 29349 81697 45928 51130 243261 13000469 12149610 12343138 11953898 11282995 60730110 0.90030 0.91670 0.06370 0.06530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26239776 544398 3116026 -1045788 28854412 26989206 3334195 -439202 -3644423 26239776 2480715 24508491 26989206 2480715 2480715 2479663 1052 2480715 0.89930 0.06830 0.03240 0 0 123764 123764 9423594 2790836 6632758 530944 189492 341452 995411 595856 399555 7497529 CASH AND CASH EQUIVALENTS 613190 F EQUITIES 3920195 F MUTUAL FUNDS - EQUITIES 13202847 F MUTUAL FUNDS - FIXED INCOME 1716869 F BOND FUNDS 5447648 F REAL ESTATE INVESTMENT TRUST 474603 F GOLD SHARES 1076993 F LIFE INCOME CHARITABLE INTERESTS 2172209 F 28624554 ACCRUED COMPENSATION 775078 775078 X 13994387 2170713 2170713 11823674 0 11823674 10671213 0 10671213 0 10671213 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS FOR GENERAL USE; SCHOLARSHIPS AND OTHER EDUCATIONAL PURPOSES; AND THE BARN AND EQUESTRIAN PROGRAM. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: NOTE 11 - UNCERTAINTY IN INCOME TAXES THE AGENCY FOLLOWS THE FASB ASC WHICH PROVIDES GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATIONS FINANCIAL STATEMENTS. AS OF JUNE 30, 2013 AND 2012, THE AGENCY HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE AGENCYS FINANCIAL STATEMENTS. THE AGENCYS POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ON UNRECOGNIZED TAX LIABILITIES IN INCOME TAX EXPENSE IN THE FINANCIAL STATEMENTS. HOWEVER, NO INTEREST OR PENALTIES WERE RECORDED DURING THE FISCAL YEARS ENDED JUNE 30, 2013 AND 2012. GENERALLY, THE TAX YEARS BEFORE 2010 ARE NO LONGER SUBJECT TO EXAMINATION BY FEDERAL TAXING AUTHORITIES. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF DOCUMENT RETENTION SCHEDULE E, PART I, LINE 4 HOLSTON UNITED METHODIST HOME FOR CHILDREN DOES NOT PROVIDE FINANCIAL ASSISTANCE TO ATTEND THE SCHOOL. BEACON SCHOOL IS A PROGRAM OF HOLSTON HOME FOR CHILDREN AND EXISTS TO MEET THE EDUCATIONAL NEEDS OF CHILDREN PLACED IN THE RESIDENTIAL/GROUP LIVING FACILITIES. THE SCHOOL ALSO ACCEPTS DAY STUDENTS WITH SPECIAL EDUCATION NEEDS AND WHO ARE PLACED AND FUNDED BY LOCAL PUBLIC SCHOOL SYSTEMS. BEACON SCHOOL OPERATES UNDER THE SAME NON-DISCRIMINATION POLICIES AS HOLSTON HOME. NEITHER THE STUDENTS NOR THEIR PARENTS PAY FOR THE EDUCATIONAL SERVICES; THESE SERVICES ARE FUNDED BY STATE AGENCIES AND LOCAL SCHOOL SYSTEMS. THE SCHOOL IS LICENSED BY THE TENNESSEE DEPARTMENT OF EDUCATION. IT DOES NOT HAVE SEPARATE INCORPORATION OR A SEPARATE CHARTER. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 SEE EXPLANATION AT LINE 4 OF SCHEDULE E. MITCH COX OWNER OF MITCH COX PROPE BOARD OF TRUSTEES MEMBER 27745 LEASED PROPERTY 0 (E) SHARING OF ORGANIZATION REVENUES? = NO X 1 10159 CLOSING STOCK PRICE X 1 266500 FMV @ DATE OF GIFT 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS OF THE HOLSTON UNITED METHODIST HOME FOR CHILDREN, INC. WERE AMENDED AND ADOPTED BY THE BOARD OF TRUSTEES ON JUNE 20, 2013 AS FOLLOWS: ALL COMMITTEES WILL SUBMIT MEETING MINUTES TO THE EXECUTIVE COMMITTEE FOR REVIEW. THE EXECUTIVE COMMITTEE WILL REPORT TO THE FULL BOARD IN WRITING. ON THE NOMINATING COMMITTEE, CHANGE "2 OTHER BOARD MEMBERS" TO 4 TO MAKE CERTAIN WE CONTINUE TO IDENTIFY NEW TALENT FOR THE BOARD. ADDED BOARD TREASURER AS CHAIR OF FINANCE. DROP WAIVER POWER. ADD CORPORATE OFFICERS TO INDEMNIFICATION. FORM 990, PART VI, SECTION B, LINE 11 A COMPLETE COPY OF THE ORGANIZATION'S FINAL FORM 990 (INCLUDING ALL REQUIRED SCHEDULES), AS ULTIMATELY FILED WITH THE IRS, WAS PROVIDED TO EACH PERSON WHO WAS A VOTING MEMBER OF THE GOVERNING BODY AT THE TIME THE FORM 990 WAS PROVIDED, WHETHER IN PAPER OR ELECTRONIC FORM, BEFORE ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF TRUSTEE MEMBERS ARE REQUIRED TO SIGN CONFLICT OF INTEREST FORMS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 BOARD OF TRUSTEES VOTES ON THE ANNUAL BUDGET WHICH INCLUDES SALARIES AND WAGES. FORM 990, PART VI, SECTION C, LINE 18 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST USING THE CONTACT INFORMATION LISTED ON THE AGENCY'S WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST USING THE CONTACT INFORMATION LISTED ON THE AGENCY'S WEBSITE. CHANGE IN REPORTING SCHEDULE D, PART V, ENDOWMENT FUNDS, LINE 1B THE PREDECESSOR AUDITOR DID NOT INCLUDE THE UNRESTRICTED PART OF THE ORGANIZATION'S TOTAL ENDOWMENTS ON SCHEDULE D - ONLY THE TEMPORARILY RESTRICTED AND PERMANENTLY RESTRICTED PART OF THE ORGANIZATION'S TOTAL ENDOWMENTS. FOR THE YEAR ENDED 06/30/11, $24,508,491 IS SHOWN AS CONTRIBUTIONS - THIS IS THE UNRESTRICTED ENDOWMENTS. CHANGE OF OFFICERS FORM 990, PART II, AND PART VII ON SEPTEMBER 30, 2013, SUBSEQUENT TO THE ORGANIZATION'S JUNE 30, 2013 YEAR END, ARTHUR S. MASKER, PRESIDENT/CEO, RETIRED. THEREFORE, ON OCTOBER 1, 2013, BRADLEY S. WILLIAMS, THE EXECUTIVE VP/COO AS OF JUNE 30, 2013, BECAME THE NEW PRESIDENT/CEO.