2013-04-17T12:28:40-05:00 2012-09-30 363990892 Capin Crouse LLP 1255 Lakes Parkway STE 130 Lawrenceville GA 30043 990 2011-10-01 570324927 Connie Maxwell Children's Home CONN 8649421400 810 Maxwell Avenue Greenwood SC 29646 Ben H Davis 8649421420 2013-04-17 1 David C Moja P00747006 6785185301 2011 2016-02-25 16:41:14Z X Ben H Davis 810 Maxwell Avenue Greenwood SC 29646 26685813 0 X www.ConnieMaxwell.Com X 1892 SC To care for children while developing & strengthening relationships in a Christian environment. 29 29 141 2049 0 0 4004299 4303910 900017 772861 4424637 4054048 69022 82825 9397975 9213644 0 22765 0 0 5827649 5699897 0 0 795366 3085479 3163576 8913128 8886238 484847 327406 85150872 93664232 2956243 2601639 82194629 91062593 A Baptist ministry for children and families of South Carolina that provides residential care for children in need along with counseling, educational and referral services while developing and strengthening positive relationships in a Christian environment. 0 0 6782403 22765 772861 Connie Maxwell Children's Home is a high quality, not for profit ministry that served more than 250 hurting children during this past year which is its 120th year of service. The Home provided shelter, food, clothing, medical and educational needs at locations in Greenwood, Orangeburg, Florence, Mauldin, and Chesterfield. Help for hurting children was accomplished through residential campuses, emergency shelters and a counseling and intake office. 6782403 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 5 0 1 141 1 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 1 0 SC X Mark Steven Shiflet 8649421400 810 Maxwell Ave Greenwood SC 29646 Frank Boulineau - Part Year 1.00 X X 0 0 0 Herb Gladden Vice Chair 1011 1.00 X X 0 0 0 Randy Keasler Secretary 1011 1.00 X X 0 0 0 Ron Carroll 1.00 X X 0 0 0 BM Cave 1.00 X 0 0 0 Donnie Padgett 1.00 X 0 0 0 Norman Rogers 1.00 X 0 0 0 Frank Thomas 1.00 X 0 0 0 Carol Whitfield 1.00 X 0 0 0 Garnett Hall 1.00 X 0 0 0 Steve Williamson 1.00 X 0 0 0 Terry Pleasant 1.00 X 0 0 0 Dick Young 1.00 X 0 0 0 Gene Bishop 1.00 X 0 0 0 Dan Ray 1.00 X 0 0 0 Danny West 1.00 X 0 0 0 Martha Wright 1.00 X 0 0 0 Kristofer Clark 1.00 X 0 0 0 Melissa Hooks 1.00 X 0 0 0 Tom McElhaney 1.00 X 0 0 0 Johnny Muller 1.00 X 0 0 0 Greg Batchelor 1.00 X 0 0 0 Rhonda Littleton 1.00 X 0 0 0 Paul Noe 1.00 X 0 0 0 Ken Petrus 1.00 X 0 0 0 Bryant Sims 1.00 X 0 0 0 David Dority 1.00 X 0 0 0 Benny Cooper 1.00 X 0 0 0 Alleen Miller 1.00 X 0 0 0 Paul Turner 1.00 X 0 0 0 Ben Davis 40.00 X 169892 0 36271 Mark Steven Shiflet 40.00 X 81838 0 20668 251730 0 56939 1 0 1 0 John Cobb 103 Northgate Street Greenwood SC 29649 Construction 240325 1 1066741 3237169 11172 4303910 Government support 900099 770137 770137 Other program revenue 900099 2724 2724 772861 1865478 1865478 18604 0 18604 18604 18604 19654693 6046 17472169 0 2182524 6046 2188570 2188570 US DOA Incentive 900099 64221 64221 64221 9213644 772861 0 4136873 22765 22765 321555 213282 108273 59541 59541 3660861 3118553 203678 338630 310692 249852 29408 31432 1068755 948207 38781 81767 278493 225933 26360 26200 600 600 37665 37665 548661 548661 38207 38207 23143 1553 21590 279227 221425 11317 46485 535587 494225 34246 7116 171528 117808 8477 45243 57646 51690 4047 1909 790940 711846 71185 7909 102525 91824 4920 5781 Food and clothing 290352 290352 Miscellaneous 234056 85183 75842 73031 Recreation 53439 53439 8886238 6782403 1308469 795366 36594 34052 8991501 3388619 122953 166718 96667 90466 70212 69210 18019535 10588072 7537703 7431463 53049776 59702173 9392660 17244085 5852806 5537446 85150872 93664232 362346 274139 2593897 2327500 2956243 2601639 X 72964386 80810193 2747099 3568406 6483144 6683994 82194629 91062593 85150872 93664232 X 327406 8540558 X X 0 1 1 X 0 X 5185949 4283984 4337854 4004299 4303910 22115996 5185949 4283984 4337854 4004299 4303910 22115996 22115996 2330798 1791705 1995641 1906669 1884082 9908895 36264 45408 40368 64221 186261 32211152 2901430 0.68660 0.68740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 63641224 1049068 10815035 3769625 71735702 64912332 821894 315589 2408591 63641224 60918192 1334912 5882160 3222932 64912332 63614293 1143909 77386 3917396 60918192 0.92530 0.04110 0.03360 0 1 1 779437 779437 14235826 8341895 5893931 3004272 2246177 758095 7431463 Limited partnerships 306488 F Real estate 608950 C Other assets 199942 C Alternative strategies 8235520 F Bonds 7639270 F Asset backed securities 253915 F 17244085 Assets held in trust 1048811 Beneficial interest in funds held by others 4410992 Cash surrender value of life insurance 77643 5537446 Annuities & unitrust payable 1154760 Post-retirement benefit obligation 1172740 2327500 9213644 8886238 327406 8623999 -83441 8540558 8867964 17205541 8623999 -83441 8540558 8664983 548661 548661 9213644 8337577 0 8337577 548661 548661 8886238 Description of Intended Use of Endowment Funds: Part V, Line 4: To provide operating income to Connie Maxwell Children's Home for the present while preserving principle and growing the endowment to provide for more needed income in the future. Description of Uncertain Tax Positions Under FIN 48: Part X: The financial statement effects of a tax position taken or expected to be taken are recognized in the financial statements when it is more likely than not, based on the technical merits, that the position will be sustained upon examination. Interest and penalties, if any, are included in expenses in the statements of activities. As of September 30, 2012 and 2011, the Home had no uncertain tax positions that qualify for recognition or disclosure in the financial statements. Part XI, Line 8 - Other Adjustments: Change in value of trusts -28,320. Actuarial loss on annuities -60,820. Incease in cash surrender value of life insurance 5,699. Total to Schedule D, Part XI, Line 8: -83,441. Part XII, Line 2d - Other Adjustments: Change in value of trusts -28,320. Actuarial loss on annuities -60,820. Increase in cash surrender value 5,699. 1 Direct cash assistance to indigents 19 2483 Educational scholarships 10 20282 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Direct cash assistance is available for families who are having difficult month and need assistnace. A family service worker decides if it is needed and requests the funds to be sent. There is a budgeted amount each year that can be disbursed. Most amounts are paid directly to the utlity provider or the rental company, etc. For student educational grants a committee decides if the student is eligible and amount to be disbursed. Tuition is paid directly to the college or university. X X X 0 0 0 0 0 0 0 0 0 Ben Davis 164400 0 0 0 5492 0 16626 0 19645 0 206163 0 0 0 Polly Davis Wife of President, Ben Davis 59541 W-2 compensation and employee benefits 0 Form 990, Part VI, Section B, line 11 Form 990 is prepared by an independent CPA firm and reviewed by the organization's top management. The reviewed Form 990 is then forwarded to the independent board of trustees for review prior to filing with the IRS. Form 990, Part VI, Section B, line 12c The organization monitors conflicts of interest annually by vetting vendors prior to contracting with them. The organization ensures compliance with the policy by avoiding any and all conflict of interest problems. The policy was expanded in February of 2013 to include officers and directors signing a conflict of interest form each year. Top level management and the Finance Committee of the Board of Trustees will review the signed documents. Form 990, Part VI, Section B, line 15 The executive board of the trustees (chairman, vice chairman, secretary and each of the four committee chairs) is tasked with supervising, evaluating, and determining compensation for the President. This process occurs annually prior to the November trustee meeting. The committee members review compensation for Presidents of similar programs in South Carolina and in nearby states. They also take into account the percentage increase of COLA and merit raises given to other Connie Maxwell staff members for that year. They review with the President his activities for the past year and discuss plans and goals for the coming year. If financial conditions allow, a decision is made concerning any changes in compensation at that time. The executive committee reports its findings to the full board at the trustee meeting the next day and then gives a signed directive to the VP for Business as to any changes to be made in the President's compensation. All members involved in the compensation process are independent. The compensation approval is documented in the board minutes. The President approves the compensation of other officers using a similar process as described above. The Board of Trustees sets a range of salaries for the other officers using comparability data. All members involved in the compensation process are independent. This process is documented in the minutes upon approval. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 8,623,999. Change in value of trusts -28,320. Actuarial loss on annuities -60,820. Incease in cash surrender value of life insurance 5,699. Total to Form 990, Part XI, Line 5: 8,540,558. Explanation of responsibility: Form 990, Part XII, Line 2c: This process has not changed since the prior year. The organization's board of trustees assume responsibiltiy for oversight of the audit of its financial statements. The organization's independent accountant is selected by the South Carolina Baptist Convention, a related party. Form 990, Part VI, Line 7a/7b: Connie Maxwell Children's Home (Home) is a ministry partner of the South Carolina Baptist Convention (Convention). The Convention elects the Home's trustees and must approve all changes or amendments to the Home's charter. South Carolina Baptist Convention 190 Stoneridge Drive Columbia SC 29210 570360087 Association of Southern Baptist Churches SC 501(c)(3) Line 1 N/A 0 The Baptist Foundation of South Carolina 190 Stoneridge Drive Columbia SC 29210 570348054 Institution of SCBC designated for the management of trust funds SC 501(c)(3) Line 1 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0