2025-03-25T12:31:47-05:00 2023-06-30 871353108 EISNER ADVISORY GROUP LLC 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2022-07-01 562311719 METHODIST SERVICES METH 2158771925 4300 MONUMENT ROAD PHILADELPHIA PA 19131 KATHRINE MARTIN PRESIDENT & CEO 2158771925 2025-03-20 1 0 HELEN M MARTIN P01330899 2158818800 2022 2025-03-06 01:10:19Z X KATHRINE MARTIN 4300 MONUMENT ROAD PHILADELPHIA PA 19131 9746214 0 X WWW.METHODISTSERVICES.ORG X 2003 PA TO PROVIDE SOCIAL SERVICES AND RESIDENTIAL SERVICES FOR CHILDREN, FAMILIES AND INDIVIDUALS 8 8 151 132 0 0 8802421 8650583 1586009 1053259 117 240 134033 42132 10522580 9746214 0 0 0 0 4415718 5124868 0 0 32365 4305791 5314798 8721509 10439666 1801071 -693452 10751320 17789203 9198706 16480041 1552614 1309162 X THE MISSION OF THE CORPORATION SHALL BE TO PROVIDE LIFE ENRICHING SERVICES TO CHILDREN, ADULTS AND FAMILIES AS THEY FACE THE CHALLENGES OF LIMITED RESOURCES, INCREASED POVERTY AND HOMELESSNESS, DISABILITY AND DEFICITS IN EDUCATION AND BEHAVIORAL HEALTH SERVICES. THE CORPORATION SHALL DO SO THROUGH COOPERATIVE AND COORDINATED EFFORTS WITH METHODIST HOME FOR CHILDREN (MHC), A PENNSYLVANIA NONPROFIT CORPORATION, AND OTHER MHC SUBSIDIARIES AS PART OF THE SYSTEM OF CORPORATIONS CONTROLLED BY MHC (TOGETHER TO BE CALLED HEREIN THE "MHC SYSTEM"). 0 0 5219751 365209 SUPPORTIVE HOUSING: METHODIST SERVICES PROVIDES HOUSING, CASE MANAGEMENT AND LIFE SKILLS TRAINING TO RESIDENTS AND THEIR CHILDREN RESIDING IN MONUMENT VILLAGE, FAIRWAY COMMONS AND INGLIS METHODIST GARDENS. IN ADDITON, METHODIST SERVICES PROVIDES HOMELESS SERVICES TO ADULT INDIVIDUALS THROUGH ITS BRIDGEHOUSE, QUADS AND FRESH START PROGRAMS. SOCIAL SERVICES ARE PROVIDES TO HELP EACH PERSON ACHIEVE SELF SUFFICIENCY AND INDEPENDENCE THROUGH LIFE SKILLS TRAINING, BUDGETING AND MONEY MANAGEMENT ALONG WITH JOB READINESS TRAINING. PARENTING: METHODIST'S FAMILY SUPPORT SERVICES TEACHES PARENTS TO UNDERSTAND AND USE POSITIVE PARENTING TECHNIQUES. USING NURTURING PARENTING AND IFP CURRICULA AND TOOLS, IN ADDITION TO INTERACTIVE GROUP SETTINGS, PARENT, GRANDPARENT, GUARDIAN AND FAMILY CAREGIVERS WORK DILIGENTLY TO LEARN EFFECTIVE PROBLEM SOLVING, THE STAGES OF CHILDHOOD DEVELOPMENT, AND THE CAPABILITIES AND VULNERABILITIES OF THE BRAIN. PARENTS ARE ENCOURAGED TO BUILD HEALTHY RELATIONSHIPS WITH THEIR CHILDREN, DEVELOP STRATEGIES FOR SPENDING QUALITY ONE-ON-ONE TIME AND CREATE OPPORTUNITIES TO GROW AS A FAMILY. CAREGIVERS ARE GIVEN INFORMATION REGARDING CHILDREN'S EDUCATIONAL RESOURCES AVAILABLE IN THE REGIONAL SCHOOL SYSTEM.CASE MANAGEMENT: CASE MANAGEMENT FOR DESIGNATED COMMUNITY SCHOOLS SUPPORTS ATTENDANCE INITIATIVES BY IDENTIFYING AND REMOVING BARRIERS TO REGULAR SCHOOL ATTENDANCE AND SUPPORTING STUDENTS AND FAMILIES VIA EXPEDITED, SHORT TERM INTERVENTIONS FOR STUDENT WHO HAVE 3+ UNEXCUSED ABSENCES. METHODIST SERVICES SHALL WORK WITH THE COORDINATOR AND SCHOOL STAFF, CREATING AND ADVANCING MORE ROBUST SOCIOECONOMIC CASE MANAGEMENT SUPPORT FOR COMMUNITY SCHOOL STUDENTS AND FAMILIES, WHICH WILL ENSURE EACH OF OUR COMMUNITIES HAVE THE CONNECTIONS TO RESOURCES THAT ARE MOST NEEDED. 2882902 EDUCARE AND OUT OF SCHOOL TIME: METHODIST SERVICES' STATE LICENSED BEFORE AND AFTER SCHOOL CARE PROGRAM OFFERS ENRICHING EDUCATION OPPORTUNITIES AND FAILY SUPPORT SERVICES FOR STUDENTS AND THEIR FAMILIES. THE BEFORE SCHOOL CARE PROGRAM PROVIDES STUDENTS WITH A SAFE, EDUCATIONALLY BASED PROGRAM WITH LOW STUDENT TO TEACHER RATIOS. SUMMER CAMP: METHODIST SERVICES' SUMMER CAMP IS BOTH RECREATIONAL AND EDUCATIONAL IN NATURE. THE CAMP SERVES UP TO 300 CHILDREN ANNUALLY AND FEATURES BOTH INDOOR AND OUTDOOR ACTIVITIES INCLUDING AN ARRAY OF SPORTS, SWIM INSTRUCTION, ART AND PERFORMANCE ARTS, AND OFF-SITE OUTINGS AND EXPERIENCES. HERITAGE FARM: METHODIST SERVICES PRACTICES SUSTAINABLE FARMING METHODS. SUSTAINABLE AGRICULTURE IS THE PRACTICE OF GROWING FOOD IN A WAY THAT ENHANCES THE ENVIRONMENT, PROVIDES ECONOMIC OPPORTUNITIES AND PROMOTES GOOD HEALTH FOR BOTH INDIVIDUALS AND COMMUNITIES. HERITAGE FARM AVOIDS ALL CHEMICAL FERTILIZERS AND PESTICIDES, UTILIZING ONLY ORGANIC AND NATURAL METHODS FOR FARMING A DIVERSE BOUNTY OF VEGETABLES, FRUITS AND FLOWERS 855508 730182 COMMUNITY COUNSELING SERVICES (CCS): CCS PROVIDES OUTPATIENT MENTAL HEALTH TREATMENT TO NORTHAMPTON COUNTY AND THE SURROUNDING AREAS. WE PROVIDE INDIVIDUAL, FAMILY AND GROUP OUTPATIENT COUNSELING AND PSYCHIATRIC SERVICES. THE MISSION OF CCS IS TO ENSURE THAT CLIENTS HAVE THE NECESSARY SOCIAL, EMOTIONAL, PSYCHOLOGICAL, EDUCATIONAL AND SPIRITUAL SUPPORT TO ACHIEVE THEIR GREATEST POTENTIAL. OUR THERAPEUTIC STAFF UTILIZES A HOLISTIC, STRENGTHS BASED APPROACH WHICH PROMOTES INDEPENDENT FUNCTIONING AND SELF-RELIANCE. THE USE OF EVIDENCE BASED TECHNIQUES EMPOWERS CLIENTS TO IDENTIFY PERSONAL STRENGTHS, ACCESS COMMUNITY RESOURCES AND COPE MORE EFFECTIVELY WITH DAILY CHALLENGES. ALL THERAPISTS HOLD ADVANCED DEGREES IN PSYCHOLOGY, SOCIAL WORK OR COUNSELING. 8958161 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 14 0 1 151 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X CYNTHIA BENTON VICE PRESIDENT & CFO 2158771925 4300 MONUMENT ROAD PHILADELPHIA PA 19131 GINA GOLSON NUNERY VICE CHAIR 1.00 X X 0 0 0 JAMES ROBINSON CHAIR 1.00 X X 0 0 0 PAUL WOLFGANG TREASURER 1.00 X X 0 0 0 RANDALL MILLER SECRETARY 1.00 X X 0 0 0 KIMBERLY BRIDGES-WHITE DIRECTOR 1.00 X 0 0 0 LARRY DODDS DIRECTOR 1.00 X 0 0 0 JAMES ETTELSON DIRECTOR 1.00 X 0 0 0 SHAWN MOORING DIRECTOR 1.00 X 0 0 0 ANNE RICE-BURGESS PRESIDENT & CEO (THRU 6/2023) 1.00 41.00 X 0 193259 13035 KATHRINE MARTIN PRESIDENT & CEO 40.00 2.00 X 179940 0 15507 HEATHER STUTZ SENIOR ADMINISTRATOR 40.00 X 101377 0 31399 281317 193259 59941 2 0 1 0 0 1048740 7324006 277837 8650583 INSURANCE REVENUE 624100 730182 730182 CLIENT FEES 624100 323077 323077 1053259 240 240 VENDOR REFUNDS/CREDITS 541900 33613 33613 MAINTENANCE CONTRACT 811000 8519 8519 42132 9746214 1095391 0 240 400725 145568 255157 3596957 3562755 34202 65658 62095 3563 763007 721605 41402 298521 282323 16198 1246196 295645 950551 58164 51823 4456 1885 667375 598501 48401 20473 133486 127655 2676 3155 1718515 1672570 45945 43688 40784 2904 38467 38467 310337 283503 26834 PROGRAM EXPENSE 316297 316297 PROGRAM SUPPLIES 179921 179921 ACTIVITIES 151642 145628 3454 2560 MAINTENANCE 125073 116124 8949 325637 316897 4448 4292 10439666 8958161 1449140 32365 20658 128139 0 0 1795496 2278344 66720 74955 598694 509342 127819 89352 8740627 15218413 10751320 17789203 594364 589522 204348 0 1693000 1243000 0 6706994 14647519 9198706 16480041 X 1552614 1309162 1552614 1309162 10751320 17789203 -693452 450000 0 X 0 1 X 1 1 1 X 6430864 7646422 6813618 8802421 8650583 38343908 6430864 7646422 6813618 8802421 8650583 38343908 38343908 2152 2205 102 117 240 4816 14303 14303 11206 16645 94043 134033 42132 298059 38661086 0.99180 0.99160 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME MISCELLANEOUS REVENUE 2017 AMOUNT: $ 9,039. 2018 AMOUNT: $ 164. 2019 AMOUNT: $ 3,367. VENDOR REFUNDS/CREDITS 2018 AMOUNT: $ 9,966. 2019 AMOUNT: $ 12,076. 2020 AMOUNT: $ 4,086. 2021 AMOUNT: $ 56,487. PAYROLL CREDIT 2018 AMOUNT: $ 1,076. 2019 AMOUNT: $ 1,202. 2020 AMOUNT: $ 10,520. BAD DEBT RECOVERY 2020 AMOUNT: $ 57,500. DHS CREDIT 2020 AMOUNT: $ 21,937. MAINTENANCE CONTRACT 2021 AMOUNT: $ 2,546. DEVELOPERS FEE 2021 AMOUNT: $ 75,000. MAINTENANCE CONTRACT 2022 AMOUNT: $8,519. REFUNDS AMOUNT 2022: $33,613. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 184482 153583 30899 291024 267917 23107 123188 87842 35346 89352 DUE FROM AFFILIATES 8311500 RESERVE FOR UNEMPLOYMENT CLAIMS 43070 RIGHT-OF-USE ASSET 6863843 15218413 DUE TO AFFILIATES 7737731 LEASE LIABILITY 6909788 14647519 X 9746214 0 9746214 0 9746214 10439666 0 10439666 0 10439666 PART X, LINE 2: METHODIST SERVICES IS A NONPROFIT ENTITY AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. METHODIST SERVICES IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME TAXES. METHODIST SERVICES FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE FURTHER PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAD NO IMPACT ON METHODIST SERVICES' FINANCIAL STATEMENTS. METHODIST SERVICES' INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. X X X X 0 0 0 0 0 0 0 0 0 ANNE RICE-BURGESS PRESIDENT & CEO (THRU 6/2023) 0 193259 0 0 0 0 0 12421 0 614 0 206294 0 0 KATHRINE MARTIN PRESIDENT & CEO 179940 0 0 0 0 0 3598 0 11909 0 195447 0 0 0 FORM 990, PAGE 1, QUESTION B, AMENDED RETURN AT THE TIME THE RETURN WAS ORIGINALLY FILED, THE ORGANIZATION'S AUDIT HAD NOT YET BEEN COMPLETED. THIS RETURN IS BEING AMENDED DUE TO MULTIPLE YEAR END CLOSING ADJUSTMENTS, INCLUDING A RESTATEMENT OF OPENING NET ASSETS. A GRANT FROM NOVEMBER 2009 HAD BEEN RECORDED AS LONG-TERM DEBT SUBJECT TO GRANT IMPOSED RESTRICTIONS, HOWEVER THESE RESTRICTIONS WERE RELEASED PRIOR TO JULY 1, 2022 AND THEREFORE THE GRANT SHOULD HAVE BEEN RECORDED AS REVENUE IN A PRIOR YEAR. A PRIOR PERIOD ADJUSTMENT OF $450,000 WAS ADDED ON PAGE 12, PART XI, LINE 8. IN RELATION TO THE YEAR END CLOSING ENTRIES, TOTAL ASSETS ON PAGE 11, PART X WERE INCREASED BY $3,251,711, MAINLY RELATED AS A RESULT OF IMPLEMENTING THE NEW LEASE STANDARDS UNDER GAAP WHERE A RIGHT OF USE (ROU) ASSET IN THE AMOUNT OF $6,863,843 WAS RECORDED OFFSET BY A DECREASE IN THE DUE FROM AFFILIATES AMOUNT. TOTAL LIABILITIES WERE INCREASED BY $3,376,112, PRIMARILY RELATED TO THE RECORDING OF THE RELATED ROU LEASE LIABILITY IN THE AMOUNT OF $6,909,788 OFFSET BY A DECREASE IN THE DUE TO AFFILIATES AMOUNT. ON PAGE 9, PART VIII, LINE 1E, GOVERNMENT GRANTS/CONTRIBUTIONS WERE INCREASED BY $36,090 AND INSURANCE REVENUE ON LINE 2A WAS INCREASED BY $28,553. ON PAGE 10, PART IX, LINE 25, OVERALL EXPENSES INCREASED BY $558,441 DUE TO INCREASES IN EMPLOYEE BENEFITS, MANAGEMENT FEES AND OTHER EXPENSES FOR AN OVERALL INCREASE IN EXPENSES OVER REVENUE OF $574,401. ALL APPLICABLE SCHEDULES WERE UPDATED FOR THESE CHANGES. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIRPERSON, VICE-CHAIRPERSON(S), SECRETARY, TREASURER AND PRESIDENT (WITHOUT VOTE). THE EXECUTIVE COMMITTEE MAY EXERCISE ALL OF THE POWERS OF THE BOARD OF DIRECTORS WHEN THE BOARD OF DIRECTORS IS NOT IN SESSION, AND SHALL REPORT ITS ACTIONS TO THE BOARD AT THE NEXT MEETING OF THE BOARD. A QUORUM OF THE COMMITTEE MEMBERS MUST BE PRESENT. EXCEPTIONS TO THE POWER AND AUTHORITY OF THE EXECUTIVE COMMITTEE ARE AS FOLLOWS: (A) THE FILLING OF VACANCIES ON THE BOARD (B) THE ADOPTION, AMENDMENT OR REPEAL OF THE GOVERNING DOCUMENTS (C) THE AMENDMENT OR REPEAL OF ANY RESOLUTION OF THE BOARD (D) ACTION ON MATTERS COMMITTED BY THE BYLAWS OR BY RESOLUTION OF THE BOARD TO ANOTHER COMMITTEE OF THE BOARD FORM 990, PART VI, SECTION A, LINE 6 METHODIST HOME FOR CHILDREN (MHC), A RELATED 501(C)(3) PUBLIC CHARITY, IS CONSIDERED THE "SOLE MEMBER" FOR PURPOSES OF THIS QUESTION. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS ARE ELECTED ANNUALLY BY MHC. FORM 990, PART VI, SECTION A, LINE 7B IN ORDER TO AMEND THE GOVERNING DOCUMENTS, WRITTEN APPROVAL OF THE AMENDMENT MUST BE OBTAINED FROM MHC. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. ALL OFFICERS WILL RECEIVE A DRAFT COPY OF THE FORM 990 ALONG WITH ALL COMMENTS FOR CHANGES PRIOR TO FILING. THE FINAL COPY WILL BE SENT TO THE OFFICERS AND BOARD OF DIRECTORS THROUGH EMAIL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTEREST THAT COULD GIVE RISE TO CONFLICTS. THE ANNUAL DISCLOSURES ARE REVIEWED BY THE BOARD CHAIR AND THE FINAL DETERMINATION AS TO WHETHER A CONFLICT EXISTS IS DETERMINED BY THE JOINT OFFICERS COMMITTEE. IF ANY DIRECTOR IS INVOLVED INDIVIDUALLY, OR AS PART OF A BUSINESS OR PROFESSIONAL FIRM, IN THE ORGANIZATION'S BUSINESS TRANSACTIONS OR PROFESSIONAL SERVICES THEY MUST TIMELY DISCLOSE SUCH A RELATIONSHIP AND MUST RECUSE THEMSELVES WHEN MATTERS OF SUCH TRANSACTIONS ARE DISCUSSED AND/OR VOTED UPON, AND WILL BE REQUIRED TO LEAVE THE MEETING IF SUCH IS REQUESTED BY ANOTHER DIRECTOR IN ATTENDANCE. FORM 990, PART VI, SECTION B, LINE 15 AFTER INPUT IS SOUGHT FROM BOARD MEMBERS, THE BOARD CHAIR RESPONDS TO THE ANNUAL SUMMARY OF GOALS AND OBJECTIVES BY CONDUCTING THE ANNUAL PERFORMANCE EVALUATION WITH THE SENIOR VICE PRESIDENT/EXECUTIVE DIRECTOR. FOLLOWING THE EVALUATION A REVIEW OF NATIONAL AND STATE SALARY SURVEYS (TYPICALLY THE ALLIANCE FOR CHILDREN AND FAMILIES AND THE PENNSYLVANIA COUNCIL OF CHILDREN, YOUTH AND FAMILY SERVICES RESPECTIVELY) IS CONDUCTED BY THE CHAIR IN CONSULTATION WITH BOARD LEADERSHIP TO SET THE SALARY AND 457(B) PLAN CONTRIBUTIONS FOR THE COMING YEAR. SALARY ADJUSTMENTS FOLLOWING ANNUAL PERFORMANCE REVIEWS OF OTHER KEY LEADERSHIP POSITIONS (PRESIDENT/CEO, OTHER VICE PRESIDENTS) ARE CONDUCTED BY MHC WITH METHODIST SERVICES BOARD MEMBER INPUT. SALARY ADJUSTMENTS FALL INTO 3 CATEGORIES, BUT ARE NOT ALWAYS CHANGED EACH YEAR. 1. COST OF LIVING ADJUSTMENT (ANNUALLY APPROVED BY THE HUMAN RESOURCES COMMITTEE), 2. SALARY ADJUSTMENT ACCORDING TO TRENDS, AND 3. RECOGNITION FOR HIGH PERFORMANCE IN THE GIVEN YEAR. THE PROCESS, DELIBERATION AND FINAL DECISION ARE TIMELY DOCUMENTED IN THE BOARD MINUTES. 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. METHODIST HOME FOR CHILDREN FOUNDATION 4300 MONUMENT ROAD PHILADELPHIA PA 19131 231401564 TO SUPPORT PROGRAMS & SERVICES TO CHILDREN, YOUTH & FAMILIES PA 501(C)(3) LINE 12B, II METHODIST HOME FOR CHILDREN 0 METHODIST HOME FOR CHILDREN 4300 MONUMENT ROAD PHILADELPHIA PA 19131 200088838 TO ASSURE THE PROVISION OF QUALITY SERVICES TO CHILDREN, YOUTH & FAMILIES PA 501(C)(3) LINE 12B, II N/A 0 ALICIAN SENIOR APARTMENTS II GP LLC 70 E LANCASTER AVENUE FRAZER PA 19355 811043877 TO DEVELOP AND OPERATE AFFORDABLE HOUSING PROJECT FOR SENIORS. PA METHODIST HOME FOR CHILDREN 0 0 MONUMENT VILLAGE CORPORATION 4300 MONUMENT ROAD PHILADELPHIA PA 19131 341985321 INVESTMENTS PA N/A C 0 0 0 1 0 1 0 0 0 0 0 1 0 1 1 0 1 1 1 1