2025-12-08T10:31:30-06:00 2024-06-30 871353108 EISNER ADVISORY GROUP LLC 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2023-07-01 562311719 METHODIST SERVICES METH 2158771925 4300 MONUMENT ROAD PHILADELPHIA PA 19131 KATHRINE MARTIN PRESIDENT & CEO 2158771925 2025-11-25 1 0 HELEN M MARTIN P01330899 2158818800 2023 2025-03-06 01:10:19Z X KATHRINE MARTIN 4300 MONUMENT ROAD PHILADELPHIA PA 19131 10549862 0 X WWW.METHODISTSERVICES.ORG X 2003 PA TO PROVIDE SOCIAL SERVICES AND RESIDENTIAL SERVICES FOR CHILDREN , FAMILIES AND INDIVIDUALS 9 9 184 134 0 0 8650583 9519486 1053259 978461 240 1106 42132 50809 9746214 10549862 0 0 0 0 5124868 5875922 0 0 19122 5314798 5616363 10439666 11492285 -693452 -942423 17789203 17446338 16480041 17079599 1309162 366739 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 6107844 51330 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. 2919633 333617 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. 914962 601320 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. 9942439 1 1 0 0 0 0 0 0 0 0 1 0 0 1 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 0 0 0 1 9 0 1 184 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X KATHRINE MARTIN PRESIDENT & CEO 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 LAWRENCE 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 ERICKA BROWN-BOULWARE DIRECTOR 1.00 X 0 0 0 KATHRINE MARTIN PRESIDENT & CEO 40.00 2.00 X 200947 0 23485 CYNTHIA BENTON CFO 1.00 41.00 X 0 158982 12062 ANNE RICE-BURGESS FORMER PRESIDENT & CEO (THRU 6/23) 0.00 0.00 X 0 150643 11194 200947 309625 46741 1 1 1 0 0 611634 6575796 2332056 220956 9519486 INSURANCE REVENUE 624100 601320 601320 CLIENT FEES 624100 377141 377141 978461 1106 1106 43003 0 43003 43003 43003 REFUNDS AND MISC INCOME 900099 5559 5559 MAINTENANCE CONTRACT 811000 2247 2247 7806 10549862 986267 0 44109 113760 113760 4531577 4418616 112961 73312 72894 418 797383 793148 4235 359890 357994 1896 1225769 1225769 120 120 132121 117717 10122 4282 509447 456073 44021 9353 1302 500 64 738 93463 89106 3075 1282 1719463 1657664 61799 64911 59936 4975 2478 1763 549 166 5561 5561 23486 23486 282330 282330 PROGRAM SUPPLIES/TANGIB 409395 403277 5112 1006 MAINTENANCE 345213 327941 17272 PROGRAM EXPENSE 223027 223006 21 ACTIVITIES 183099 178736 2724 1639 395178 364492 30051 635 11492285 9942439 1530724 19122 128139 229013 44675 2278344 2386192 74955 68262 606725 532827 89352 73898 15218413 14644298 17789203 17446338 589522 782553 1243000 1243000 14647519 15054046 16480041 17079599 X 1309162 366739 1309162 366739 17789203 17446338 -942423 0 X 0 1 X 1 1 1 X 7646422 6813618 8802421 8650583 9519486 41432530 7646422 6813618 8802421 8650583 9519486 41432530 41432530 2205 102 117 240 44109 46773 16645 94043 134033 42132 7806 294659 41773962 2031720 0.99180 0.99180 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 3,367. VENDOR REFUNDS/CREDITS - 2019 AMOUNT: $ 12,076. 2020 AMOUNT: $ 4,086. 2021 AMOUNT: $ 56,487. 2022 AMOUNT: $ 33,613. 2023 AMOUNT: $ 5,559. PAYROLL CREDIT - 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. 2022 AMOUNT: $ 8,519. 2023 AMOUNT: $ 2,247. DEVELOPERS FEE - 2021 AMOUNT: $ 75,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 184482 158244 26238 299055 276562 22493 123188 98021 25167 73898 DUE FROM AFFILIATES 8345341 RESERVE FOR UNEMPLOYMENT CLAIMS 63839 LEASE - RIGHT OF USE - ASSETS 6235118 14644298 DUE TO AFFILIATES 8757129 LEASE LIABILITY 6296917 15054046 X 10549862 0 10549862 0 10549862 11492285 0 11492285 0 11492285 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS CLASSIFIED THE ORGANIZATION AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE"); AS AN ORGANIZATION, CONTRIBUTIONS TO WHICH ARE DEDUCTIBLE UNDER SECTION 170(C) OF THE CODE; AND AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE CODE. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A GOVERNMENT AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY. THERE WERE NO INCOME TAX RELATED INTEREST OR PENALTIES RECORDED FOR THE YEARS ENDED JUNE 30, 2024 AND 2023. X X X X 0 0 0 0 0 0 0 0 0 KATHRINE MARTIN PRESIDENT & CEO 200947 0 0 0 0 0 12075 0 11410 0 224432 0 0 0 CYNTHIA BENTON CFO 0 158982 0 0 0 0 0 0 0 12062 0 171044 0 0 ANNE RICE-BURGESS FORMER PRESIDENT & CEO (THRU 6/23) 0 150643 0 0 0 0 0 3062 0 8132 0 161837 0 0 X HOLIDAY TOYS AND OTHER PROGRAM SUPPLIES 59 220956 0 0 0 PART I, COLUMN (B): THE COUNT ON LINE 25 REPRESENTS THE NUMBER OF UNIQUE DONORS WHO CONTRIBUTED VARIOUS TANGIBLE ITEMS. 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. IN RELATION TO THE YEAR END CLOSING ENTRIES, TOTAL ASSETS ON PAGE 11, PART X WERE INCREASED BY $7,639,626, MAINLY RELATED TO THE GROSS UP OF THE DUE FROM AFFILIATES OF $8,345,341 OFFSET BY THE ANNUAL WRITE DOWN OF THE RIGHT OF USE (ROU) ASSET IN THE AMOUNT OF $628,725. TOTAL LIABILITIES WERE INCREASED BY $7,597,969, MAINLY RELATED TO THE GROSS UP OF THE DUE TO AFFILIATES OF $8,312,239 OFFSET BY THE AMORTIZATION OF THE ROU LEASE LIABILITY IN THE AMOUNT OF $612,871 AND A DECREASE IN ACCOUNTS PAYABLE AND ACCRUED EXPENSES OF $101,399. ON PAGE 9, PART VIII, LINE 1E, GOVERNMENT GRANTS/CONTRIBUTIONS WERE DECREASED BY $1,917,332 AND ALL OTHER CONTRIBUTIONS INCREASED BY $1,996,604 PRIMARILY DUE TO CHANGE IN CLASSIFICATION OF THE PASS THRU FUNDERS, AND INSURANCE REVENUE ON LINES 2A INCREASED BY $1,553. CLIENT FEES ON LINE 2B DECREASED BY $22,552. ALSO, IN-KIND CONTRIBUTIONS INCLUDED ON LINE 1F ARE ALSO NOTED ON LINE 1G AND SCH M HAS BEEN COMPLETED. ON PAGE 10, PART IX, LINE 25, OVERALL EXPENSES INCREASED BY $17,772 DUE TO DECREASES IN SALARIES AND RELATED ACCOUNTS AND MANAGEMENT FEES OF APPROXIMATELY $131,000, OFFSET BY INCREASES IN OTHER FEE FOR SERVICES, OCCUPANCY AND OTHER EXPENSE, WITH CORRECTIONS OF THE ALLOCATIONS AMONG PROGRAM, MANAGEMENT AND GENERAL AND FUNDRAISING EXPENSES, FOR AN OVERALL INCREASE IN REVENUE OVER EXPENSES OF $41,657. 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 PROVISIO 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 N/A 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