2025-02-16T23:35:30-06:00 2024-06-30 710650689 HCJ CPAS & ADVISORS PLLC 11025 ANDERSON DRIVE SUITE 300 LITTLE ROCK AR 722122472 990 2023-07-01 020701562 METHODIST FAMILY HEALTH FOUNDATION METH 5016610720 1600 ALDERSGATE RD SUITE 100 LITTLE ROCK AR 72205 LESLEY DON COLE CFO 5016610720 2025-02-16 1 0 RAMI KASSISSIEH P01328714 5012211000 2025-02-16 2023 2025-03-06 01:10:19Z LESLEY DON COLE 11565243 0 X METHODISTFAMILY.ORG X 2003 AR TO PROVIDE SUPPORT FOR PROGRAMS AND SERVICES OF THE UNITED METHODIST CHILDREN'S HOME, INC. AND THE UNITED METHODIST BEHAVIORAL HEALTH SYSTEMS, INC. 29 28 9 160 0 0 2521306 1236369 230124 230124 1675032 408797 38891 -13402 4465353 1861888 63045 61498 0 0 419305 503346 0 0 394531 1022660 1077320 1505010 1642164 2960343 219724 21577023 22447312 1771885 1797338 19805138 20649974 X TO PROVIDE SUPPORT FOR PROGRAMS AND SERVICES OF THE UNITED METHODIST CHILDREN'S HOME, INC. AND THE UNITED METHODIST BEHAVIORAL HEALTH SYSTEMS, INC. 0 0 169283 61498 THESE PROGRAM SERVICE EXPENDITURES REPRESENT SCHOLARSHIP ASSISTANCE AND OTHER PROGRAMS FOR CHILDREN AND FAMILIES OF ARKANSAS. 299331 TO PROVIDE SUPPORT FOR PROGRAMS FOSTERED BY UNITED METHODIST CHILDRENS HOME WHICH PROVIDES BEHAVIORAL HEALTHCARE SERVICES AND PROGRAMS FOR CHILDREN AND FAMILIES OF ARKANSAS. 197491 TO PROVIDE SUPPORT FOR PROGRAMS FOSTERED BY UNITED METHODIST BEHAVIORAL HEALTH SYSTEM WHICH SUPPORTS DEVELOPMENT AND OPERATION OF PROGRAMS OF CHILD CARE TO INCLUDE ACUTE CARE, RESIDENTIAL CARE, OUTPATIENT CLINICAL SERVICES AND OTHER SERVICES AND PROGRAMS. 230124 REAL PROPERTY RENTAL TO AFFILIATES 230124 666105 1 1 0 0 0 0 0 1 0 1 1 1 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 9 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 29 28 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AR X DON COLE 5016610720 1600 ALDERSGATE STE 200 LITTLE ROCK AR 72205 ANDY ALTOM VICE CHAIR/CEO 1.00 40.00 X X 0 232697 43511 RITTER ARNOLD BOARD MEMBER 1.00 X 0 0 0 BRENDA BAILEY BOARD MEMBER 1.00 X 0 0 0 LINDA BARNES BOARD MEMBER 1.00 X 0 0 0 MISTY BAUGH BOARD MEMBER 1.00 X 0 0 0 JOHN BORCHERT BOARD MEMBER 1.00 X 0 0 0 JAMELLE BROWN BOARD MEMBER 1.00 X 0 0 0 RAY DILLON TREASURER 1.00 X X 0 0 0 JIM DUCKETT SECRETARY 1.00 X X 0 0 0 PAM GADBERRY SCHOLARSHIP CHAIR 1.00 X X 0 0 0 CLAY GORDON BOARD MEMBER 1.00 X 0 0 0 BRENDA GULLETT BOARD MEMBER 1.00 X 0 0 0 JAN GREEN CHAIRPERSON 1.00 X X 0 0 0 MARCI HALL BOARD MEMBER 1.00 X 0 0 0 KARLA HILBURN BOARD MEMBER 1.00 X 0 0 0 ARITA JEWART BOARD MEMEBER 1.00 X 0 0 0 BECKY KOSSOVER BOARD MEMBER 1.00 X 0 0 0 ANNIE LANKFORD NOMINATIONS COMMITTEE 1.00 X X 0 0 0 BILL MANN BOARD MEMBER 1.00 X 0 0 0 DON RIGGIN BOARD MEMBER 1.00 X 0 0 0 SHERRY ROWBOTHAM BOARD MEMBER 1.00 X 0 0 0 MAX SHARP BOARD MEMBER 1.00 X 0 0 0 CODY SIMON BOARD MEMBER 1.00 X 0 0 0 NEILL SLOAN BOARD MEMBER 1.00 X 0 0 0 SANDY SMITH BOARD MEMBER 1.00 X 0 0 0 BILL SPIVEY BOARD MEMBER 1.00 X 0 0 0 ABBIE STALNAKER BOARD MEMBER 1.00 X 0 0 0 CLEFTON VAUGHAN BOARD MEMBER 1.00 X 0 0 0 DON WEAVER BOARD MEMBER 1.00 X 0 0 0 LEE RUSH BOARD MEMBER 1.00 X 0 0 0 LESLEY DON COLE CFO 1.00 40.00 X 0 188914 38394 STEVE COX CIO 1.00 40.00 X 0 187488 44047 AMANDA SMITH PRESIDENT/EXEC DIR 40.00 X 101087 0 3388 101087 609099 129340 1 0 1 0 0 134757 1101612 30206 1236369 RELATED LEASE INCOME 230124 230124 230124 557864 557864 15558 15558 9490886 9639953 -149067 -149067 -149067 34442 134757 63402 -28960 -28960 1861888 230124 0 395395 61498 61498 114806 22961 91845 310756 151177 159579 3953 2427 1526 42640 17482 25158 31191 12822 18369 56400 56400 17100 17100 50770 50770 29971 29971 28752 28752 68425 68425 6431 6431 3481 3481 31234 31234 496822 496822 71771 71771 TUITION & EDUCATION 107863 107785 78 PUBLIC AWARENESS MATERI 46186 46186 FUNDRAISING 33759 33759 CHRISTMAS CAMPAIGN 18109 18109 10246 10246 1642164 666105 581528 394531 779288 879583 379260 261006 150 950 2497885 894061 1665853 1603824 14197149 15146964 4555323 4554985 21577023 22447312 88010 121161 1019095 938211 664780 737966 1771885 1797338 X 13980093 14838106 5825045 5811868 19805138 20649974 21577023 22447312 219724 608275 16837 0 X 0 1 X 1 0 X X 2 UNITED METHODIST CHILDREN'S HOME 710236906 10 1 299331 0 UNITED METHODIST BEHAVIORAL HEALTH SYSTEM 710855633 3 1 197491 0 2 496822 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 689743 803546 689743 803546 71772 71771 49016 50770 0 0 568955 681005 12601925 13177414 791638 829435 0 0 13393563 14006849 0 0 0 13393563 14006849 200903 210103 13192660 13796746 461743 482886 0 0 461743 482886 568955 483612 461743 483612 0 483612 X 496822 0 0 0 0 0 496822 496822 483612 100.000000000000 483612 0 0 0 0 0 0 0 0 0 0 0 496822 0 483612 13210 0 0 13210 0 0 0 0 13210 PART V, SECTION D, LINE 8 - ATTENTIVENESS & RESPONSIVENESS TESTS: METHODIST FAMILY HEALTH FOUNDATION MET THE ATTENTIVENESS AND RESPONSIVENESS TESTS IN REGARDS TO THE TWO SUPPORTED ORGANIZATIONS, UNITED METHODIST CHILDREN'S HOME AND UNITED METHODIST BEHAVIORAL HEALTH, BASED ON THE FOLLOWING CONDITIONS: 1. OVERLAPPING BOARD MEMBERS BETWEEN THE FOUNDATION AND THE TWO SUPPORTED ORGANIZATIONS; 2. FOUNDATION BEING HOUSED ON THE FIRST FLOOR OF THE SAME BUILDING OFFERS THE OPPORTUNITY TO WORK CLOSELY WITH AND INTERACT WITH MANAGEMENT OF THE SUPPORTED ORGANIZATIONS ON A REGULAR BASIS; 3. ADMINISTRATOR MEETINGS INCLUDING ATTENDANCE BY FOUNDATION DIRECTOR HELD BI-WEEKLY TO REVIEW AND DISCUSS ONGOING ACTIVITIES AND NEEDS IN THE VARIOUS PROGRAMS OFFERED BY SUPPORTED ORGANIZATIONS; 4. OPERATIONAL STAFF INVITED TO AND PARTICIPATING IN ONGOING ACTIVITIES SPONSORED BY THE FOUNDATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 123861 0 18706905 457850 954759 481310 50770 19587434 16880983 1814992 624889 564943 49016 18706905 17846994 1340563 -1613055 642830 50689 16880983 13436767 1950496 3339827 531832 48264 18146994 12518617 1394667 163328 594448 45397 13436767 0.70330 0.03680 0.25990 0 0 332500 332500 2137706 880683 1257023 27679 13378 14301 1603824 GRADELLE LEIGH TRUST 255040 F CHAMBERS COLLEGE TRUST 337481 F ENDOWMENT TRUST FUND 11815838 F MAGALE FUND 720225 F SANFORD ENDOWMENT FUND 51333 F JOHNSON ENDOWMENT FUND 7317 F UMF ENDOWMENT FUND 1959730 F 15146964 ASSETS LIMITED AS TO USE 60724 DONATED ART WORK 123861 PROMISSORY NOTE RECEIVABLE 4370400 4554985 DUE TO RELATED PARTIES 737966 737966 X 2481198 608275 16837 63402 688514 1792684 50770 18434 69204 1861888 1636362 63402 63402 1572960 50770 18434 69204 1642164 PART X, LINE 2: IN ACCORDANCE WITH THE ACCOUNTING FOR INCOME TAXES TOPIC OF THE ACCOUNTING STANDARDS CODIFICATION (ASC), THE FOUNDATION WOULD RECOGNIZE, IF ANY, ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS AN INCOME TAX PROVISION. THE PAST THREE YEARS OF TAX RETURNS, ALONG WITH THE CURRENT YEAR RETURN, ARE SUBJECT TO POTENTIAL EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE INCLUDED ON PART VIII 63,402. PART XI, LINE 4B - OTHER ADJUSTMENTS: GROSS UP NONCASH DONATIONS TO FMV 18,434. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE INCLUDED ON PART VIII 63,402. PART XII, LINE 4B - OTHER ADJUSTMENTS: GROSS UP NONCASH DONATIONS TO FMV 18,434. SOUTHERN SILKS 169199 134757 34442 19052 29724 635 13991 169199 134757 34442 19052 29724 635 13991 63402 -28960 0 COLLEGE SCHOLARSHIPS 11 61498 CASH 0 0 0 0 0 0 0 0 0 ANDY ALTOM VICE CHAIR/CEO 0 178697 0 0 0 54000 0 35623 0 7888 0 276208 0 0 STEVE COX CIO 0 140909 0 0 0 46579 0 31474 0 12573 0 231535 0 0 LESLEY DON COLE CFO 0 141594 0 0 0 47320 0 32109 0 6285 0 227308 0 0 A ARKANSAS DEVELOPMENT FINANCE AUTHORITY 710503641 04109KGG6 2019-10-31 90626 REFUNDING OF PRIOR 2014 BONDS 0 0 0 B ARKANSAS DEVELOPMENT FINANCE AUTHORITY 710503641 04109KGH4 2019-10-31 90626 REFUNDING OF PRIOR 2014 BONDS 0 0 0 C ARKANSAS DEVELOPMENT FINANCE AUTHORITY 710503641 04109KGJ0 2019-10-31 94745 REFUNDING OF PRIOR 2014 BONDS 0 0 0 D ARKANSAS DEVELOPMENT FINANCE AUTHORITY 710503641 04109KGK7 2019-10-31 96805 REFUNDING OF PRIOR 2014 BONDS 0 0 0 A 90626 90626 3889 1541 85195 1 0 0 0 B 90626 3889 1541 85195 1 0 0 0 C 94475 4066 1612 89068 1 0 0 0 D 96805 4154 1647 91004 1 0 0 0 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 0 0 A 0 B 0 C 0 D 0 A ARKANSAS DEVELOPMENT FINANCE AUTHORITY 710503641 04109KGL5 2019-10-31 98865 REFUNDING OF PRIOR 2014 BONDS 0 0 0 B ARKANSAS DEVELOPMENT FINANCE AUTHORITY 710503641 04109KGM3 2019-10-31 100924 REFUNDING OF PRIOR 2014 BONDS 0 0 0 C ARKANSAS DEVELOPMENT FINANCE AUTHORITY 710503641 04109KGN1 2019-10-31 321310 REFUNDING OF PRIOR 2014 BONDS 0 0 0 D ARKANSAS DEVELOPMENT FINANCE AUTHORITY 710503641 04109KGP6 2019-10-31 230684 REFUNDING OF PRIOR 2014 BONDS 0 0 0 A 98865 4243 1682 92941 1 0 0 0 B 100924 4331 1717 94876 1 0 0 0 C 321310 13789 5465 302056 1 0 0 0 D 230684 9900 3924 216861 1 0 0 0 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 0 0 A 0 B 0 C 0 D 0 X 6 2300 FMV X 7156 FMV X OTHER-AUCTION 33 20750 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION PAYS A MANAGEMENT FEE TO A RELATED COMPANY TO PERFORM MANAGEMENT DUTIES. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS REVIEWED BY THE CFO BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS RECEIVE AN ANNUAL QUESTIONNAIRE THAT ASKS BOARD MEMBERS TO DISCLOSE ANY CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 HUMAN RESOURCE DEPARTMENT COMPARES EACH SALARY TO INDUSTRY AND THE FINANCE COMMITTEE REVIEWS AND APPROVES EACH SALARY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. UNITED METHODIST CHILDREN'S HOME 1600 ALDERSGATE ROAD STE 200 LITTLE ROCK AR 72205 710236906 PSYCHIATRIC RESIDENTIAL CARE AR 501(C)(3) LINE 10 N/A 0 UNITED METHODIST BEHAVIORAL HEALTH SYSTEM 1600 ALDERSGATE ROAD STE 200 LITTLE ROCK AR 72205 710855633 PSYCHIATRIC HOSPITAL & CLINICAL CARE AR 501(C)(3) LINE 3 N/A 0 METHODIST FAMILY HEALTH INC 1600 ALDERSGATE ROAD STE 200 LITTLE ROCK AR 72205 020701560 MANAGEMENT AR 501(C)(3) LINE 12A, I N/A 0 0 1 0 1 1 0 0 0 0 1 0 0 1 1 1 0 0 0 0 UNITED METHODIST BEHAVORIAL HEALTH SYSTEM B 197491 FMV UNITED METHODIST CHILDREN'S HOME B 299331 FMV UNITED METHODIST BEHAVORIAL HEALTH SYSTEM E 65338 FMV UNITED METHODIST CHILDREN'S HOME E 90778 FMV METHODIST FAMILY HEALTH INC E 581850 FMV UNITED METHODIST CHILDREN'S HOME D 4370400 FMV UNITED METHODIST BEHAVORIAL HEALTH SYSTEM J 61920 FMV UNITED METHODIST CHILDREN'S HOME J 3324 FMV METHODIST FAMILY HEALTH INC J 164880 FMV METHODIST FAMILY HEALTH INC M 56400 FMV UNITED METHODIST CHILDREN'S HOME D 2496350 FMV