2012-11-13T09:10:13-06:00 2012-06-30 541853459 MITCHELL & CO PC 110 EAST MARKET ST 200 LEESBURG VA 20176 990 2011-07-01 620988294 PRISON FELLOWSHIP MINISTRIES PRIS 7034780100 44180 RIVERSIDE PARKWAY LANSDOWNE VA 20176 TIMOTHY P ROBISON SR VP 7034780100 2012-11-08 1 JEFFREY D MITCHELL P00461359 7037774900 2011 2016-02-24 21:20:13Z JAMES D LISKE 44180 RIVERSIDE PARKWAY LANSDOWNE VA 20176 49889442 0 X WWW.PFM.ORG X 1976 DC TO SEEK THE TRANSFORMATION OF PRISONERS AND THEIR RECONCILIATION TO GOD, FAMILY, AND COMMUNITY THROUGH THE POWER OF JESUS CHRIST. 19 18 281 15900 3024 2024 39003038 40018244 5397803 108662 734496 -8840 867959 904932 46003296 41022998 14011355 7235749 0 0 14842602 15199554 2125709 2294709 9104216 14705367 14548476 45685033 39278488 318263 1744510 17037018 14711454 18938308 15115898 -1901290 -404444 X TO SEEK THE TRANSFORMATION OF PRISONERS AND THIER RECONCILIATION TO GOD, FAMILY, AND COMMUNITY THROUGH THE POWER OF JESUS CHRIST. 0 0 15452938 600 PRISON MINISTRY: AN ESTIMATED 15,900+ PRISON FELLOWSHIP VOLUNTEERS CARRIED OUT MINISTRY IN MORE THAN 1,350 PRISONS AND THEIR RELATED COMMUNITIES DURING THE YEAR. AT CHRISTMAS, VOLUNTEERS FROM 7,700+ CHURCHES AND OTHER ORGANIZATIONS DELIVERED PRESENTS TO 397,000 CHILDREN OF PRISONERS ON BEHALF OF THEIR INCARCERATED MOM OR DAD. THROUGH OPERATION STARTING LINE, PRISON FELLOWSHIP VOLUNTEERS AND COLLABORATING MINISTRIES CONDUCTED 168 IN-PRISON EVENTS WITH APPROXIMATELY 20,800 PRISONERS ATTENDING FROM ACROSS THE COUNTRY. 3883204 3599834 INTERNATIONAL PRISON MINISTRY: PFM MAKES GRANTS TO PRISON FELLOWSHIP INTERNATIONAL WHICH IS COMPRISED OF PRISON FELLOWSHIP MINISTRIES IN 124 COUNTRIES AROUND THE GLOBE. EACH SETS ITS OWN OBJECTIVES, BUT SHARES THE GOAL OF EXTENDING THE LOVE OF CHRIST TO PRISONERS AND THEIR FAMILIES. IN MANY THIRD WORLD COUNTRIES, PRISON FELLOWSHIP MINISTRIES PROVIDED FOOD AND CLOTHING RELIEF AND ARRANGED FOR MEDICAL SERVICES AND TRANSITIONAL HOUSING FOR PRISONERS AND THEIR FAMILIES. 1746040 1673020 WORLDVIEW MINISTRY AND PUBLIC EDUCATION: PFM MAKES GRANTS TO BREAKPOINT, INC. (BP) WHICH IS A 501(C)(3) FOUNDED IN JULY 2010 TO SUPPORT PFM IN THE DEVELOPMENT OF A CHRISTIAN WORLDVIEW MOVEMENT SERVING RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSES. PRISON FELLOWSHIP MINISTRIES BEGAN BREAK POINT AS A WORLDVIEW RADIO PROGRAM IN 1991. THE OBJECTIVES OF BP ARE, 1) PROCLAIMING A JUDEO-CHRISTIAN PERSPECTIVE ON ALL ASPECTS OF FAITH AND CULTURE, 2) PROVIDING LEADERSHIP DEVELOPMENT FOR A RISING GENERATION OF CHRISTIAN LEADERS, AND 3) BUILDING CHRISTIAN WORLDVIEW MOVEMENTS TO IMPACT AND INFLUENCE OUR SOCIETY THROUGH TRANSFORMATIVE COMMUNICATIONS. 5239573 1851337 108062 EXPENSES GRANTS REVENUEJUSTICE FELLOWSHIP 510,909 NONE 97,737PFM PLANNED GIVING 1,851,337 1,851,337 721REENTRY PROGRAM 2,877,327 NONE 9,604TOTAL 5,239,573 1,851,337 108.062 5239573 1851337 108062 26321755 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 82 0 1 281 1 1 1 0 0 0 0 1 1 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC X MARY LU BELOTE VP OF FINANCE 7034780100 44180 RIVERSIDE PARKWAY LANSDOWNE VA 20176 TERRY L VAN DER AA 1.00 X 0 0 0 PETER M OCHS 1.00 X 0 0 0 MARK D WILKERSON 1.00 X 0 0 0 DR W BRIAN BYRD 1.00 X 0 0 0 HENRY J ABEYTA 1.00 X 0 0 0 BURL CAIN 1.00 X 0 0 0 PAUL CAUWELS 1.00 X 0 0 0 CHARLES W COLSON 1.00 X 0 0 0 CHRISTIAN W COLSON 1.00 X 0 0 0 DAVID DOCKERY 1.00 X 0 0 0 DR TIMOTHY F GEORGE 1.00 X 0 0 0 ERIKA N HAROLD 1.00 X 0 0 0 MARTEN S HOEKSTRA 1.00 X 0 0 0 HEIDI A HUIZENGA 1.00 X 0 0 0 BISHOP JERRY W MACKLIN 1.00 X 0 0 0 TOM MADER 1.00 X 0 0 0 PETER MAHON 1.00 X 0 0 0 ROBERT S MILLIGAN 1.00 X 0 0 0 DALLEN W PETERSON 1.00 X 0 0 0 THOMAS C PRATT 1.00 X 0 0 0 EDWIN J SIMCOX 1.00 X 0 0 0 MICHAEL T TIMMIS 1.00 X 0 0 0 PHILIPPE G VALLERAND 1.00 X 0 0 0 JAMES D LISKE 40.00 X X 85577 0 7860 SAMUEL L DYE 40.00 X 114343 0 17042 NORMAN W HAWN 40.00 X 122984 0 8402 JAMES J HEIGL 40.00 X 120737 0 14272 GARLAND R HUNT 40.00 X 85720 0 10157 GISELLE JENKINS-PICARD 40.00 X 129525 0 8810 PATRICK J NOLAN 40.00 X 134193 0 13958 SUSAN T RAE 40.00 X 113483 0 7040 TIMOTHY P ROBISON 40.00 X 139915 0 11402 ALLEN C THORNBURGH 40.00 X 138260 0 8783 GREG S BRUCE 40.00 X 123178 0 8891 NORMAN R COX 40.00 X 126077 0 7770 FRANK J LOFARO 40.00 X 109832 0 2469 JOSEPH J METTIMANO 40.00 X 108474 0 1425 MARY LU BELOTE 40.00 X 110084 0 4660 MARK L EARLEY 40.00 X 134503 0 1182 RICHARD K CAMPBELL 40.00 X 173018 0 5759 2069903 0 139882 15 1 1 0 ALANIZ LLC 1805 E WASHINGTON ST MOUNT PLEASANT IA 52641 1704195 MASTERWORKS 19462 POWDER HILL PL POULSBO WA 98370 1217684 THE MARKETING GUILD 1773 SKIMMER COURT CARLSBAD CA 92011 477513 JACK K HIBBARD PO BOX 516 HAINESPORT NJ 08036 420338 STRATEGIC FUNDRAISING INC 7591 9TH ST NORTH SAINT PAUL MN 55128 290466 9 252357 1000000 38765887 659569 40018244 MANGEMENT SERVICE REVE 541900 97737 97737 GENERAL PRODUCT SALE 541900 9604 9604 CONFERENCE FEES 541900 721 721 FIELD TRAINING & MATER 541900 600 600 108662 268898 3024 265874 2052 2052 1102709 1102709 1102709 1102709 8361471 1901 8641110 -279639 1901 -277738 -277738 0 252357 225334 -225334 -225334 MISCELLANEOUS 541900 25505 25505 25505 41022998 108662 3024 893068 7235749 7235749 1639009 1171892 255685 211432 9921972 7006375 1669614 1245983 163840 116102 28105 19633 2474986 1756591 416137 302258 999747 708564 169054 122129 1380033 814897 290639 274497 237040 67125 52093 117822 91451 26424 19762 45265 20984 19015 1509 460 2294709 2294709 89557 25361 19681 44515 68891 46322 10268 12301 83304 23590 18307 41407 558588 273074 91506 194008 316659 282553 14458 19648 787130 593945 126279 66906 942400 691296 111896 139208 103640 62440 15357 25843 4505 3423 507 575 616187 477827 71972 66388 93322 71139 14642 7541 MAILING SERVICES 3111515 1104811 75440 1931264 POSTAGE 2440393 984119 59092 1397182 PROGRAM MATERIAL AND CO 1811851 1318379 169659 323813 PRINTING 437979 153581 10471 273927 1353047 1287161 140384 -74498 39278488 26321755 3852517 9104216 535880 147795 3526308 3997287 1876932 1480372 2223078 914109 359019 314493 345353 274698 11657954 11161485 1056248 496469 7114200 6094052 0 992179 17037018 14711454 3458076 2571000 58841 15480232 12486057 18938308 15115898 X -5859977 -5649417 3909290 5197080 49397 47893 -1901290 -404444 17037018 14711454 X 1744510 -247664 X 0 1 1 X 0 X 46945493 40032954 43159063 39003038 40018244 209158792 46945493 40032954 43159063 39003038 40018244 209158792 385418 208773374 986474 1050720 1063772 1271505 1370635 5743106 9803 5271 1688 3024 19786 592073 31711 37492 110321 35833 807430 215729114 6148044 0.96780 0.97530 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: GENERAL PRODUCT SALES $ 9,606 CONFERENCE FEES 721 MISCELLANEOUS 25,506 TOTAL 35,833 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12250 8444 20694 26301061 26321755 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 31738 27369 84685 20694 164486 250000 250000 250000 250000 1000000 1500000 29291 25240 25240 12250 92021 82124 6813 88937 72000 3981 10638 0 3981 514 82124 201000 25000 154000 72000 47000 154000 201000 0.54000 0.46000 0 0 49836 24712 25124 11094027 10684521 409506 514091 452252 61839 496469 BENEFICIAL INTEREST IN REMAINDER TRUST 907938 CSV LIFE INSURANCE POLICIES 84241 992179 ANNUITY LIABILITY (PRESENT VALUE) 4237301 CHARITABLE REMAINDER ANNUITY 108307 SUBLEASE DEPOSIT PAYABLE 1500 DUE TO AFFILIATES 6743417 ASSETS HELD FOR AFFILIATES 796248 ACCRUED SALARIES AND BENEFITS 599284 12486057 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION INTENDS TO USE ITS ENDOWMENT FUND TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS AND TO FURTHER THE WORK OF PRISON MINISTRY. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: PFM HAS ADOPTED GUIDANCE ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) WHICH CREATES A SINGLE MODEL TO ADDRESS UNCERTAINTY IN TAX POSITIONS AND CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNIZED IN ITS CONSOLIDATED FINANCIAL STATEMENTS. UNDER THE REQUIREMENTS OF THIS GUIDANCE, ORGANIZATIONS COULD NOW BE REQUIRED TO RECORD AN OBLIGATION AS THE RESULT OF TAX POSITIONS THEY HAVE HISTORICALLY TAKEN ON VARIOUS TAX EXPOSURE ITEMS. PRIOR TO THIS PRONOUNCEMENT, THE DETERMINATION OF WHEN TO RECORD A LIABILITY FOR A TAX EXPOSURE WAS BASED ON WHETHER A LIABILITY WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. X X X X X X 1 MASTERWORKS ASSOCIATES 19462 POWDER HILL PLACE NE POULSBO WA 98370 MAILINGS 0 17485720 1506633 15979087 THE HIBBARD GROUP LLC PO BOX 516 HAINESPORT NJ 08036 RADIO 0 453925 485914 -31989 BENNETT KUHN VARNER INC 3390 PEACHTREE RD 10TH FLOOR ATLANTA GA 30326 MAILINGS 0 258255 76624 181631 STRATEGIC FUNDRAISING 7591 9TH STREET NORTH ST PAUL MN 55128 TELEMARKETING 0 210812 125183 85629 18408712 2194354 16214358 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY IFI TEXAS 15TH ANNIVERSARY 104011 104011 20000 89876 34737 SGT FT. WORTH DINNER 68227 68227 9125 30176 13088 8 80119 80119 8643 12827 6862 252357 252357 37768 132879 54687 225334 -225334 1 PRISON FELLOWSHIP MINISTRIES FOUNDATION 44180 RIVERSIDE PKWY LANSDOWNE VA 20176 311753320 501 (C)(3) 1851337 EXPENSE PRISON FELLOWSHIP INTERNATIONAL PO BOX 17434 WASHINGTON DC 20041 510247185 501 (C)(3) 3599834 EXPENSE BREAKPOINT INC 44180 RIVERSIDE PKWY LANSDOWNE VA 20176 272996285 501 (C)(3) 1673020 EXPENSE 3 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTS ARE GIVEN TO RELATED ORGANIZATIONS, PFMF, PFI, & BREAKPOINT. THE GRANT TO BREAKPOINT IS A CONTRACTUAL AGREEMENT BETWEEN PFM AND BP. X X X 1 1 X X X 1 0 0 0 0 0 0 0 0 TIMOTHY P ROBISON 139915 0 0 0 0 0 9232 0 2170 0 151317 0 0 0 MARK L EARLEY 134503 0 0 0 0 0 1182 0 0 0 135685 0 0 0 RICHARD K CAMPBELL 173018 0 0 0 0 0 4529 0 1230 0 178777 0 0 0 PART I, LINE 1A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE PRISON FELLOWSHIP MINISTRIES PROVIDES HOUSING ON SITE FOR A STAFF MEMBER WHO MANAGES ITS GUEST HOUSE AND MEETING FACILITY. THE LODGING IS PROVIDED UNDER IRC SECTION 119 AS A CONVENIENCE TO THE MINISTRY AND THE EMPLOYEE IS REQUIRED TO ACCEPT IT AS A CONDITION OF HIS DUTIES AS MANAGER OF THE FACILITY. TRAVEL FOR COMPANIONS TRAVEL FOR COMPANIONS IS PAID WHEN THERE IS A BUSINESS PURPOSE TO SUBSTANTIATE THE EXPENSE. PAYMENTS FOR BUSINESS USE OF PERSONAL RESIDENCE PFM'S FOUNDER RECEIVES AN ALLOWANCE FOR AN OFFICE IN HIS HOME. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS THE MINISTRY GROSSES UP THE MONTHLY PAYMENTS TO COVER ANY POTENTIAL INCOME AND EMPLOYMENT TAXES ON THE ALLOWANCE. BOTH THE ALLOWANCE AND THE GROSS UP PAYMENTS ARE REPORTED IN THE EMPLOYEE'S IRS FORM W-2. PART I, LINE 4A JOSEPH J. METTIMANO $26,180.52 FRANK J. LOFARO $50,769.20 MARK L. EARLEY $99,945.95 NORMAN R. COX $29,660.76 RICHARD K. CAMPBELL $83,915.58 X 48860 VALUE UPON RECEIPT X 23079 594807 VALUE UPON RECEIPT X TRANSPORTATION COST 1 12657 VALUE UPON RECEIPT X BOARD MEETING EXPENSE 2 3245 VALUE UPON RECEIPT 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 IS PROVIDED TO EACH BOARD MEMBER PRIOR TO FILING THE RETURN. THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS, DELIBERATES AND APPROVES THE FORM 990 BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C PFM EMPLOYEES SUBMIT CONFLICT OF INTEREST (COI) QUESTIONNAIRES EVERY 18 MONTHS. AFTER INITIAL REVIEW BY THE VICE PRESIDENT OF HUMAN RESOURCES, THE CHIEF FINANCIAL OFFICER AND THE CEO MAKE THE DETERMINATION OF WHETHER A CONFLICT EXISTS AND WHAT ACTION IS NECESSARY TO ELIMINATE THE CONFLICT. IN THE EVENT OF AN ACTUAL CONFLICT, THE CONFLICTED PERSON WOULD NOT PARTICIPATE IN DISCUSSIONS OR APPROVAL OF THE RELATED TRANSACTION. THE MEMBERS OF THE BOD ALSO SUBMIT COI STATEMENTS EVERY 12 MONTHS. FORM 990, PART VI, SECTION B, LINE 15 SALARIES FOR EMPLOYEES ARE SET AND REGULARLY REVIEWED IN ACCORDANCE WITH THE SALARY ADMINISTRATION POLICIES OF PRISON FELLOWSHIP MINISTRIES, WHICH INCLUDE PERIODIC REVIEW OF COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION BY THE BOARD. EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS RECEIVES COMPARABILITY DATA ANNUALLY. SUBSTANTIATION OF DELIBERATION AND DECISIONS ARE KEPT IN THE MINUTES OF THE MEETINGS. 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 LOSSES ON INVESTMENTS: -49,632. SPLIT INTEREST AGREEMENT -205,081. PRIOR PERIOD ADJUSTMENT 7,049. TOTAL TO FORM 990, PART XI, LINE 5: -247,664. PRISON FELLOWSHIP MINISTRIES FOUNDATION 44180 RIVERSIDE PARKWAY LANSDOWNE VA 20176 311753320 MINISTRY VA 501 (C)(3) LINE 11A, I PFM 1 BREAKPOINT INC 44180 RIVERSIDE PARKWAY LANSDOWNE VA 20176 272996285 MINISTRY VA 501 (C)(3) LINE 7 PFM 1 INNERCHANGE FREEDOM INITIATIVE 44180 RIVERSIDE PARKWAY LANSDOWNE VA 20176 541939615 MINISTRY VA 501 (C)(3) LINE 7 PFM 1 0 1 1 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 PRISON FELLOWSHIP MINISTRIES FOUNDATION B 1851337 GENERAL LEDGER PRISON FELLOWSHIP MINISTRIES FOUNDATION C 1000000 BOD APPROVED PRISON FELLOWSHIP MINISTRIES FOUNDATION N 177754 HR APPROVED BREAK POINT INC B 1673020 BOD APPROVED BREAK POINT INC I 78116 CONTRACT