2024-05-14T11:51:16-05:00 2023-06-30 721396621 CARR RIGGS & INGRAM LLC 4004 SUMMIT BLVD NE SUITE 800 ATLANTA GA 30319 990 2022-07-01 580632081 UNITED METHODIST CHILDREN'S HOME OF THE NORTH GA CONFERENCE INC UNIT 4043275820 1967 LAKESIDE PARKWAY BLDG 400 TUCKER GA 30084 ALLISON ASHE CEO 4043275820 2024-04-18 1 ALLISON ASHE 999009999 0 TIFFANY T ORR CPA P01559485 7703948000 2024-04-18 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WELLROOT FAMILY SERVICES ALLISON ASHE 1967 LAKESIDE PARKWAY BLDG 400 TUCKER GA 30084 83917407 0 X WWW.WELLROOT.ORG X 1871 GA TO RESTORE CHILDREN AND FAMILIES FROM TRAUMA THROUGH JESUS CHRIST (SEE SCHEDULE O). 16 15 105 200 0 0 9887163 5968550 0 0 8084594 314202 0 44906 17971757 6327658 196800 169204 0 0 5130344 5572571 0 0 690924 4352188 4746714 9679332 10488489 8292425 -4160831 86877352 8632758 793939 2284404 86083413 6348354 X TO RESTORE CHILDREN AND FAMILIES FROM TRAUMA THROUGH JESUS CHRIST (SEE SCHEDULE O). 0 0 1851827 169204 FAMILY SERVICES: WELLROOT EXPANDED THREE EVIDENCE-BASED PROGRAMS THAT CONNECT FAMILIES IN CRISIS WITH THE RESOURCES THEY NEED TO CREATE A SAFE AND STABLE HOME AND HELP CHILDREN AND THEIR CAREGIVERS BUILD RESILIENCY. WE SERVED 244 NEW MOTHERS THROUGH HEALTHY FAMILIES NORTH GEORGIA (HFNG), WITH 73 RECEIVING HOME VISITING SERVICES THAT IMPROVE CHILD WELL-BEING AND PREVENT ABUSE AND NEGLECT THROUGH IN-HOME, FAMILY-FOCUSED SUPPORT. WELLROOT PROVIDED FUNCTIONAL FAMILY THERAPY (FFT), AN IN-HOME FAMILY-BASED THERAPEUTIC INTERVENTION, TO 105 ADOLESCENTS AND THEIR FAMILIES WORKING THROUGH COMPLEX BEHAVIORAL AND MENTAL HEALTH CHALLENGES. LASTLY, WE TRAINED 106 FAMILIES THROUGH TRIPLE P - POSITIVE PARENTING PROGRAM. TRIPLE P COMBINES GROUP TRAINING AND ONE-ON-ONE COACHING AND GIVES PARENTS AND CARERS TOOLS AND STRATEGIES TO RAISE THEIR CHILDREN IN A SAFE, LOVING, AND PREDICTABLE ENVIRONMENT. WELLROOT'S FAMILY HOUSING PROGRAM SUPPORTED 39 FAMILIES AND CHILDREN FACING TEMPORARY HOMELESSNESS BY PROVIDING HOUSING AND A SAFETY NET OF INTERVENTION SERVICES DESIGNED TO ENHANCE SKILLS AND SELF-SUFFICIENCY. OUR OUTCOMES INCLUDE 88% OF FAMILIES SUCCESSFULLY GRADUATING FROM THE PROGRAM BY ACHIEVING AT LEAST THREE MONTHS OF SAVED INCOME, STABLE EMPLOYMENT, AND THE ABILITY TO AFFORD THEIR OWN HOUSING. 2176503 FOSTER CARE: WELLROOT TRAINED, EQUIPPED, AND SUPPORTED 91 FOSTER FAMILIES AND SERVED 146 CHILDREN IN FOSTER CARE. 67% OF CHILDREN DISCHARGED FROM FOSTER CARE ACHIEVED PERMANENCY THROUGH REUNIFICATION OR ADOPTION. AND, 56% OF OUR NEW HOMES WERE WILLING TO CARE FOR YOUTH 13 AND OLDER. 3998496 YOUTH SERVICES: OUR INDEPENDENT LIVING PROGRAM (ILP) AND TRANSITIONAL LIVING PROGRAM (TLP) SUPPORTED 41 YOUNG ADULTS TRANSITIONING FROM FOSTER CARE TO ADULTHOOD. THE PROGRAMS PROVIDED HOUSING AND LIFE-SKILLS TRAINING THAT ENSURE FINANCIAL, PERSONAL, AND SPIRITUAL SUCCESS. OUR OUTCOMES INCLUDE 76% OF TLP YOUTH ON TRACK TO COMPLETE HIGH SCHOOL OR GED DURING THE YEAR AND 100% OF ILP YOUTH WITH STABLE EMPLOYMENT. TLP AND ILP PROGRAMS MAINTAINED A+ AVERAGES IN SAFETY, PERMANENCY, AND WELL-BEING. AS AN ACCREDITED PARTNER OF THE BOARD OF CHILD CARE AND OFFICE OF REFUGEE RESETTLEMENT, WE SERVED 182 UNACCOMPANIED CHILDREN MIGRATING TO THE UNITED STATES THROUGH OUR CAMINOS PROGRAM. THE PROGRAM PROVIDES HOME STUDY SERVICES FOR CHILDREN WHO HAVE ENTERED THE UNITED STATES WITHOUT A GUARDIAN TO HELP THEM FIND SAFE, STABLE HOMES AND A PATH TOWARD CITIZENSHIP. THE PROGRAM ALSO PROVIDED POST-RELEASE SERVICES FOR CHILDREN AND THEIR SPONSOR FAMILIES, INCLUDING SCHOOL ENROLLMENT, SAFETY PLANNING, AND REFERRAL SERVICES. COMMUNITY TRAINING AIMS TO BUILD RESILIENT COMMUNITIES AND EDUCATE ON THE IMPACT OF ADVERSE CHILDHOOD EXPERIENCES TO BOLSTER EFFORTS TO KEEP CHILDREN OUT OF THE FOSTER SYSTEM AND PREVENT ADDITIONAL TRAUMA. WE USED MULTIPLE EVIDENCE-BASED CURRICULA TO EDUCATE 1361 PARENTS, EDUCATORS, CHILD WELFARE WORKERS, AND FIRST RESPONDERS. THESE TRAINING PROGRAMS INCLUDED PARENTING (TRIPLE P), MENTAL WELLNESS SKILLS (COMMUNITY RESILIENCY MODEL), BUILDING CARING CONNECTIONS (CONNECTIONS MATTER), AND A TRAUMA-SENSITIVE, RESILIENCE-BUILDING POSITIVE YOUTH DEVELOPMENT FRAMEWORK (REACHING TEENS). 8026826 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 46 0 1 105 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X X X AUGUSTIN K BROWN 4043275820 1967 LAKESIDE PARKWAY BLDG 400 TUCKER GA 30084 ALLISON ASHE CEO 40.00 X X 253244 0 54402 BOB STUBBS SECRETARY 1.00 X X 0 0 0 BRAD MACAFEE TRUSTEE 1.00 X 0 0 0 DAN BEALE BOARD CHAIR 1.00 X X 0 0 0 DANICA KEY THOMPSON TRUSTEE 1.00 X 0 0 0 DEBBY STIKES TRUSTEE 1.00 X 0 0 0 JAMES B MANLEY JR TRUSTEE 1.00 X 0 0 0 JANA LEIGH THOMAS TRUSTEE 1.00 X 0 0 0 JEFF DOSS TRUSTEE 1.00 X 0 0 0 LESLI A REECE TRUSTEE 1.00 X 0 0 0 MASON MCWHORTER TRUSTEE 1.00 X 0 0 0 PATRICIA GOODWIN TRUSTEE 1.00 X 0 0 0 REV DR BYRON THOMAS TRUSTEE 1.00 X 0 0 0 TOM RAWLINGS TRUSTEE 1.00 X 0 0 0 WARREN MCCLELLAN TRUSTEE 1.00 X 0 0 0 ZOE HICKS VICE CHAIR 1.00 X X 0 0 0 CHRISTINA LENNON CHIEF STRATEGY & IMP 40.00 X 156719 0 10975 GREG COPELAND COO & TREASURER 40.00 X 172056 0 47684 LEE ANN ELSE SNR VP OF EXT AFFAIR 40.00 X 46982 0 1281 MARY VINCENT SNR VP OF PROGRAMS 40.00 X 108469 0 48169 737470 0 162511 4 0 1 0 0 3412203 2556347 5968550 2660386 2660386 75243565 77585085 4664 -2341520 -4664 -2346184 -2346184 MISC. INCOME 900099 44906 44906 44906 6327658 44906 0 314202 169204 169204 899980 727568 102778 69634 3318544 2682800 378977 256767 253112 204623 28905 19584 801066 647604 91481 61981 299869 242422 34245 23202 27132 14612 7794 4726 32399 17449 9307 5643 328243 328243 540450 291063 155252 94135 316543 209491 71784 35268 1463286 980988 482298 199071 174338 16184 8549 121560 119616 1944 128263 72097 56166 PROGRAM SUPPORT 1317592 1316466 335 791 FUNDRAISING AND PROMOTI 163763 50692 3232 109839 TRAINING 103549 100930 1814 805 BAD DEBT EXPENSE 4863 4863 10488489 8026826 1770739 690924 809541 459244 467208 495878 149200 139600 336107 363492 4122049 155041 3405255 3967008 81710041 1461458 0 1746078 86877352 8632758 406912 345832 200000 50000 187027 1888572 793939 2284404 X 70894194 5940941 15189219 407413 86083413 6348354 86877352 8632758 X -4160831 4299244 -79873472 X 0 1 X 1 0 X 2732210 5724121 7524314 9887163 5968550 31836358 11985 26365 19727 58077 2744195 5750486 7544041 9887163 5968550 31894435 5000 11000 5000 1867715 335061 2223776 0 5000 11000 5000 1867715 335061 2223776 29670659 495341 2995743 2621604 5638277 2660386 14411351 495341 2995743 2621604 5638277 2660386 14411351 44906 44906 3239536 8746229 10165645 15525440 8673842 46350692 0.64010 0.63680 0.31090 0.32330 X SCHEDULE A, PART III AMOUNTS REPORTED IN PART III COLUMN (A) ARE FOR THE SHORT TAX YEAR 01/01/2019 - 06/30/2019. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 83338892 15675 4617175 84776165 328243 2867334 92533715 3541978 -8979624 3757177 83338892 75005390 1887334 19005862 3364871 92533715 76946819 5530 1053041 3000000 75005390 70504553 36209 8047057 1641000 76946819 0.95255 0.01538 0.03207 0 0 509330 509330 3507395 115048 3392347 105324 39993 65331 3967008 RIGHT OF USE ASSET 1746078 1746078 LEASE LIABILITY 1888572 1888572 X 10322546 4299244 23887 4323131 5999415 328243 328243 6327658 10184133 23887 23887 10160246 328243 328243 10488489 PART V, LINE 4: INTENDED USES FOR ENDOWMENT FUNDS THE ENDOWMENT FUNDS ARE USED TO FUND SCHOLARSHIPS, TO SUPPORT PROGRAM SPECIFIC NEEDS, TO FUND CAPITAL IMPROVEMENTS, AND TO SUPPORT OPERATIONS OF THE ORGANIZATION. PART X, LINE 2: UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THE ORGANIZATION IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. THE ORGANIZATION HAD NO NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2023 AND 2022. THE ORGANIZATION UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF JUNE 30, 2023 AND 2022, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. 1 SCHOLARSHIPS 55 169204 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE ORGANIZATION HAS ENGAGED SCHOLARSHIP AMERICA TO CONFIRM SCHOOL ENROLLMENT AND MONITOR RECIPIENTS. X 0 0 0 0 0 0 0 0 0 ALLISON ASHE CEO 253244 0 0 0 0 0 15050 0 39352 0 307646 0 0 0 GREG COPELAND COO & TREASURER 172056 0 0 0 0 0 10952 0 36732 0 219740 0 0 0 CHRISTINA LENNON CHIEF STRATEGY & IMP 156719 0 0 0 0 0 9303 0 1672 0 167694 0 0 0 MARY VINCENT SNR VP OF PROGRAMS 108469 0 0 0 0 0 7477 0 40692 0 156638 0 0 0 FORM 990 - ADDITIONAL INFORMATION THE UNITED METHODIST CHILDREN'S HOME OF THE NORTH GEORGIA CONFERENCE, INC., D/B/A WELLROOT FAMILY SERVICES (UMCH OR THE ORGANIZATION) WAS ESTABLISHED IN 1871 IN NORCROSS, GEORGIA TO CARE FOR CHILDREN ORPHANED DURING THE CIVIL WAR, AND HAS EVOLVED TO SERVE CHILDREN AND FAMILIES IN A "CONTINUUM OF CARE" MODEL. UMCH ENVISIONS A WORLD WHERE "ALL CHILDREN ARE RAISED IN A LOVING, COMPASSIONATE AND NURTURING HOME." THE ORGANIZATION WORKS EVERY DAY TOWARD ITS MISSION "TO RESTORE CHILDREN AND FAMILIES FROM TRAUMA THROUGH JESUS CHRIST." SINCE 1973, UMCH HAS CARED FOR OVER 6,000 CHILDREN IN SAFE AND LOVING FOSTER CARE HOMES; IT PROVIDES SAFE HOUSING FOR AT-RISK YOUNG ADULTS AND PREPARES THEM TO MAKE POSITIVE LIFE DECISIONS AND BECOME PRODUCTIVE, INDEPENDENT, CITIZENS; AND IT STRENGTHENS AND PRESERVES AT-RISK FAMILIES THROUGH SAFE HOUSING AND SUPPORT SERVICES. TODAY, UMCH SERVES OVER 240 CHILDREN AND ADULTS A DAY IN 40 COUNTIES ACROSS NORTH GEORGIA, AND IT DELIVERED OVER 55,000 DAYS OF CARE IN 2022. FINANCIAL RESOURCES ARE GENERATED FROM STATE PARTNERSHIPS, PRIVATE PHILANTHROPY AND EARNED INCOME. FOR MORE INFORMATION VISIT WWW.WELLROOT.ORG. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 THE AUDIT COMMITTEE REVIEWS AND PROVIDES FEEDBACK TO THE PREPARER TO FINALIZE THE 990. AFTER REACHING AGREEMENT WITH PREPARER, THE AUDIT COMMITTEE APPROVES FORM 990. THE BOARD RECEIVES AN ELECTRONIC COPY FOR REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C WRITTEN POLICY IS GIVEN TO AND SIGNED BY ALL EMPLOYEES AND BOARD MEMBERS. MANAGEMENT MONITORS THROUGH INTERVIEWS AND OBSERVATIONS. FORM 990, PART VI, SECTION B, LINE 15 THE TOP MANAGEMENT OFFICIAL'S COMPENSATION IS DETERMINED BY THE BOARD OF TRUSTEES USING COMPARABILITY DATA. OTHER OFFICER AND KEY EMPLOYEE COMPENSATION IS DETERMINED BY THE CEO, REVIEWED AS PART OF THE BUDGET AND APPROVED BY THE BOARD AS A WHOLE. A SALARY SURVEY WAS DONE BY AN OUTSIDE FIRM AND REVIEWED BY THE HUMAN RESOURCES COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST. FORM 990 IS AVAILABLE BY REQUEST AND THROUGH GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS TO SUPPORTING ORGANIZATION -79,873,472. 750 EAST LAKE LLC 750 EAST LAKE DRIVE DECATUR GA 30030 882841187 HOLD A RESIDENTIAL BUILDING FOR YOUTH SERVICES AND FAMILY HOUSING GA 0 3901677 UNITED METHODIST CHILDREN'S HOME WELLROOT FAMILY SERVICES FOUNDATION INC 1967 LAKESIDE PARKWAY SUITE 400 TUCKER GA 30084 882137864 SUPPORTING ORGANIZATION GA 501(C)(3) LINE 12A, I UNITED METHODIST CHILDREN'S HOME OF THE NORTH GA CONFERENCE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 WELLROOT FAMILY SERVICES FOUNDATION INC R 79873472 FAIR MARKET VALUE SCHEDULE R, PART II THE WELLROOT FAMILY SERVICES FOUNDATION, INC. (THE FOUNDATION) (A NONPROFIT ORGANIZATION) HOLDS ENDOWED AND OTHER UNRESTRICTED INVESTMENTS ON BEHALF OF THE UNITED METHODIST CHILDREN'S HOME OF THE NORTH GEORGIA CONFERENCE, INC. D/B/A WELLROOT FAMILY SERVICES (WELLROOT). THE FOUNDATION IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF, AND AS A SUPPORTING ORGANIZATION TO WELLROOT. ON AN ANNUAL BASIS, WELLROOT MAY REQUEST FROM THE FOUNDATION AN ENDOWMENT ALLOCATION TO SUPPORT CURRENT YEAR OPERATIONS IN AN AMOUNT NOT TO EXCEED 5% OF MARKET VALUE OF THE ALLOWABLE INVESTMENTS USING A THREE-YEAR ROLLING AVERAGE OF MARKET VALUES. DURING THE FISCAL YEAR ENDING JUNE 30, 2023, THE FOUNDATION AWARDED WELLROOT $4,550,898.