2011-03-31T13:04:27-05:00 2010-06-30 GOODMAN & COMPANY 4510 COX ROAD SUITE 200 GLEN ALLEN VA 230603394 990 2009-07-01 540505969 UNITED METHODIST FAMILY SERVICES OF VIRGINIA INC UNIT 8042549664 3900 WEST BROAD STREET RICHMOND VA 23230 Matt Lisagor 8042549664 2011-03-30 1 E GERARD SHAIA CPA 8042827636 2009 2016-02-24 21:20:13Z Greg Peters 3900 WEST BROAD STREET RICHMOND VA 23230 22683541 0 X www.umfs.org X 1900 VA Providing a network of human services to enable children and families to realize their hopes for the future 12 12 323 0 0 0 1561494 1854900 10701553 11711053 -621106 381766 464431 547754 12106372 14495473 0 0 9015787 9555798 0 335876 5347528 5239607 14363315 14795405 -2256943 -299932 17700710 18689171 2283600 3055855 15417110 15633316 PROVIDING A NETWORK OF HUMAN SERVICES TO ENABLE CHILDREN AND FAMILIESTO 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 5058589 4866180 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. 4609586 5074736 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 parents work with a team to create a home environment that is healthy and supportive, as well as intensely structured, in ways 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. 1281204 96491 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 adjustments that ensue for all parties in this process. 1447887 1673646 OTHER SERVICES: IN-HOME AID, RECRUITMENT AND TRAINING OF FOSTER PARENTS 1447887 1673646 12397266 1 1 0 0 0 0 0 0 1 1 1 0 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 1 38 0 323 1 0 0 0 0 0 0 0 0 0 1 12 12 0 0 1 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X X X THE ORGANIZATION 8042549664 RICHMOND VA RICHMOND VA 23230 DAVID L GRIMM X 0 0 0 DAVID WILL X 0 0 0 REV JOHN S BRENNEKE X 0 0 0 KENNETH M GASSMANN JR X 0 0 0 ELIZABETH CABELL JENNINGS X 0 0 0 BISHOP CHARLENE P KAMMERER X 0 0 0 GREG PETERS 40.00 X X X 163087 0 25203 KIMBERLY A PINCHBECK X 0 0 0 REV JOHN B TATE JR X 0 0 0 Sheryl A Bryan X 0 0 0 Margaret Hardy X 0 0 0 Rev L Douglas Hill X 0 0 0 Carolyn Wake X 0 0 0 Bruce whitehurst X 0 0 0 Richard gordon X 0 0 0 Martha Clements X 0 0 0 Matt Lisagor 40.00 X X 101728 0 14299 Jay Ziel 40.00 X X 101249 0 14632 PAMELA GRIZZARD X 0 0 0 CHRISTINE H DIGGS X 0 0 0 JOYCE KUBE X 0 0 0 WILLIAM KUEHL JR X 0 0 0 ALEX SADLER X 0 0 0 DARLENE T SCHINLEVER X 0 0 0 REV MYRON SIMMONS X 0 0 0 366064 0 54134 3 0 1 0 0 947398 907502 55818 1854900 TREATMENT FOSTER CARE 624100 5074736 5074736 Intensive treatment se 623990 4866180 4866180 OTHER SERVICES 900099 1673646 1673646 ADOPTION SERVICES 624100 96491 96491 11711053 299074 299074 219883 219883 219883 219883 8270760 8188068 82692 82692 82692 GUARDIAN PLACE 900099 185885 185885 OTHER INCOME 900099 141986 141986 327871 14495473 11711053 0 929520 426113 426113 7436497 6424718 841648 170131 273611 236384 30967 6260 833209 719846 94301 19062 586368 506589 66364 13415 229568 210050 15952 3566 963523 772152 177000 14371 120768 107790 9400 3578 405173 209781 179938 15454 PROGRAM SUPPORT 2741759 2675891 16697 49171 GENERAL & ADMININSTRATI 571039 429799 105434 35806 RECRUITMENT, EDUCATION 121115 104073 11980 5062 OTHER 86662 193 86469 14795405 12397266 2062263 335876 479456 913418 600 1071637 1644073 215100 297700 13576310 8411515 5300724 5164795 9183421 9877822 1200046 551637 249726 239726 17700710 18689171 262842 341971 186200 140600 1834558 2573284 2283600 3055855 X 15276475 15333018 140635 300298 15417110 15633316 17700710 18689171 X 0 1 1 X 1 1 X 889261 2190958 2044116 1599508 1854900 8578743 889261 2190958 2044116 1599508 1854900 8578743 8578743 532040 649570 639256 600728 302575 2724169 678529 640326 575703 175186 327871 2397615 13700527 58313190 0.62620 0.92400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10242832 1197 894302 1009170 10129161 12375845 -1816105 316908 10242832 1.00000 0 1 1 62916 62916 10296423 5709067 4587356 1783501 1783501 0 1433470 918947 514523 5164795 Accrued payroll 654566 accrued vacation 423551 other 83544 Due to charterhouse school 253638 deferred gain on sale of land 366000 Line of Credit 309985 Estimated third-party payor settlements 482000 2573284 14495473 14795405 -299932 516137 516137 216205 15011610 516137 516137 14495473 0 14495473 14795404 0 14795404 0 14795404 Part V, Line 4: Description of Intended Use of Endowment Funds: 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. X X 0 0 0 0 0 0 0 0 0 GREG PETERS 163087 0 0 0 0 0 10904 0 14299 0 188290 0 0 0 X 3 29490 Comparable sales X 74 250 Comparable sales X Advertising services 13 21680 Comparable sales X Supplies 6 169 Comparable sales X Miscellaneous 95 4229 Comparable sales 0 0 1 0 Form 990, Part VI, Section A, line 4 Prior to the 2010 fiscal year the Governing Board of United Methodist Family Services was elected by the Board of Associates. The Board of Associates is the link between the Virginia Annual Conference and United Methodist Family Services. In addition, the Board of Associates is the public relations arm of United Methodist Family Services in the churches and districts of the Virginia Annual Conference. Annually, the Board of Associates elects its own new class of members after consultation with the clergy and lay leadership of each district and the CEO of United Methodist Family Service. In fiscal 2010 the following changes were made to the United Methodist Family Services Bylaws. The Board of Associates was dissolved and converted into the Child Advocacy Counsel of United Methodist Family Services and the election of the United Methodist Family Services Board of Directors shall be held at the annual meeting of the United Methodist Family Service Board of Directors, or at a special meeting of the Board of Directors called for that purpose, from a slate prepared by the nominating committee with additional nominations accepted from the floor at such meeting. 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 participate in any discussion related to matters that they have disclosed as conflicts of interest. Form 990, Part VI, Section B, line 15a The Board of Directors annually reviews and sets the compensation of the CEO. The last formal compensation study was completed in calendar 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. Form 990 Part XI Line 2c This process has not changed from the prior year. The Guardian Foundation 3900 West Broad Street Richmond VA 23230 541608538 Financial Support VA 501(c)(3) Line 11c, III-FI Charterhouse Schools INC 3900 West Broad Street Richmond VA 23230 541116056 Education VA 501(c)(3) Line 2 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 0 0 Guardian Place Corporation 3900 West Broad Street Richmond VA 23230 541672976 Real Estate Management VA United methodist family services S 168160 591389 1.00000 1 0 1 0 0 0 0 0 1 0 1 0 0 1 0 0 0 0 Guardian Place II Limited Partnership I 45600 Charterhouse Schools Inc A 163611 Charterhouse Schools Inc K 121100 Guardian Foundation C 500 Charterhouse Schools Inc N 977741