2024-05-13T13:54:59-05:00 2023-06-30 440160260 FORVIS LLP 901 EAST CARY STREET SUITE 1000 RICHMOND VA 23219 990 2022-07-01 540505969 UNITED METHODIST FAMILY SERVICES OF VIRGINIA INC UNIT 8042549664 3900 WEST BROAD STREET RICHMOND VA 23230 NANCY TOSCANO PRESIDENT & CEO 8042549664 2024-05-10 1 NANCY TOSCANO 999009999 1 AMY BIBBY P00445891 8042827636 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NANCY TOSCANO 3900 WEST BROAD STREET RICHMOND VA 23230 125432646 0 X WWW.UMFS.ORG X 1900 VA UMFS IS A SOCIAL SERVICE ORGANIZATION WITH LOCATIONS THROUGHOUT VIRGINIA. FOR MORE THAN A CENTURY, WE HAVE BEEN UNWAVERING CHAMPIONS FOR HIGH RISK KIDS AND THEIR FAMILIES, DOING WHATEVER IT TAKES TO HELP THEM OVERCOME OBSTACLES AND REACH THEIR FULL POTENTIAL. 15 14 422 830 0 0 2948469 3887151 16298290 14504522 1760176 20445129 1548776 1846423 22555711 40683225 0 0 0 0 13893727 13804788 0 0 515925 7163412 8017187 21057139 21821975 1498572 18861250 49505572 70413983 14877489 16185876 34628083 54228107 X FOR MORE THAN A CENTURY, UNITED METHODIST FAMILY SERVICES OF VIRGINIA HAS BEEN UNWAVERING CHAMPIONS FOR HIGH-RISK KIDS AND THEIR FAMILIES, DOING WHATEVER IT TAKES TO HELP THEM OVERCOME OBSTACLES AND REACH THEIR FULL POTENTIAL. WE EMPOWER KIDS TO OVERCOME TRAUMA, SUCCEED IN SCHOOL AND CREATE LIFELONG CONNECTIONS. OUR GOAL IS TO HELP CHILDREN AND FAMILIES BECOME SELF-SUFFICIENT MEMBERS OF THEIR COMMUNITIES, AND IN TURN, TO CREATE A WORLD IN WHICH CARING, OPPORTUNITY AND GENEROSITY ARE PASSED ON FROM GENERATION TO GENERATION. 0 0 8997364 6520261 UMFS' CHILD & FAMILY HEALING CENTER PROVIDES 24-HOUR INTENSIVE RESIDENTIAL TREATMENT IN A STAFF-SECURE, UNLOCKED 33 ACRE CAMPUS ENVIRONMENT. WE USE A FAMILY-FOCUSED AND TRAUMA-INFORMED APPROACH TO EMPOWER KIDS WITH THE TOOLS THEY NEED TO BE SUCCESSFUL ONCE THEY RETURN TO THE COMMUNITY. 6146175 6807169 TREATMENT FOSTER CARE COMBINES THE POSITIVE ASPECTS OF THE NURTURING AND THERAPEUTIC FAMILY ENVIRONMENT WITH ACTIVE AND STRUCTURED TREATMENT. SPECIALLY TRAINED TREATMENT FOSTER PARENTS PROVIDE STRUCTURE AND SUPPORT TO CHILDREN AND TEENAGERS WHO MAY HAVE SERIOUS LEVELS OF EMOTIONAL, BEHAVIORAL AND MEDICAL CHALLENGES AS A RESULT OF TRAUMA, ABUSE OR NEGLECT. 797448 0 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 ADJUSTMENT THAT ENSUE FOR ALL PARTIES IN THIS PROCESS. 2110097 1177092 ADDITIONAL SERVICES INCLUDE COMMUNITY-BASED FAMILY SUPPORT, CASE MANAGEMENT, MENTORING AND POST-ADOPTION SERVICES. 2110097 1177092 18051084 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 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 38 0 1 422 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X X THE ORGANIZATION 8042549664 3900 WEST BROAD STREET RICHMOND VA 23230 MARSHALL ROSS PAST CHAIR 0.50 0.50 X X 0 0 0 COOKIE SCOTT CHAIR 0.50 0.50 X X 0 0 0 BRUCE WHITEHURST VICE CHAIR 0.50 0.50 X X 0 0 0 KEITH HARE SECRETARY 0.50 0.50 X X 0 0 0 JOHN S BRENNEKE DIRECTOR 0.50 0.50 X 0 0 0 CHRIS HENDERSON DIRECTOR 0.50 0.50 X 0 0 0 LINDA NABLO DIRECTOR 0.50 0.50 X 0 0 0 MELVIN ROY DIRECTOR 0.50 0.50 X 0 0 0 JENNIE REYNOLDS DIRECTOR 0.50 0.50 X 0 0 0 DAVID REID DIRECTOR 0.50 0.50 X 0 0 0 NANCY CAMPOS DIRECTOR 0.50 0.50 X 0 0 0 JIM MALLORY DIRECTOR 0.50 0.50 X 0 0 0 VERNON GREEN DIRECTOR 0.50 0.50 X 0 0 0 ANN HODGES DIRECTOR 0.50 0.50 X 0 0 0 NANCY TOSCANO PHD PRESIDENT/CEO & DIRECTOR 10.00 30.00 X X 297593 0 53270 MATT LISAGOR CHIEF ADMINISTRATIVE OFFICER 10.00 30.00 X 158917 0 45123 ADALAY WILSON CHIEF PROGRAMS OFFICER 10.00 30.00 X 137190 0 22339 DEBORAH BURTON VP OF COMMUNITY BASED SERV 10.00 30.00 X 118014 0 16772 STEVE GEORGE IT DIRECTOR 10.00 30.00 X 104545 0 19447 LINDSAY LANE VP OF STRATEGY & INNOVATION 10.00 30.00 X 106169 0 6571 LAURA GIUNTA PROGRAM DIRECTOR 10.00 30.00 X 102687 0 26890 1025115 0 190412 7 0 1 0 0 1735555 2151596 68474 3887151 TREATMENT FOSTER CARE 624100 6807169 6807169 RESIDENTIAL SERVICES 623990 6520261 6520261 OTHER SERVICES 900099 1177092 1177092 14504522 766720 766720 525245 0 525245 525245 525245 59785304 44642526 59654582 25094839 130722 19547687 19678409 19678409 OTHER INCOME 900099 1321178 1321178 1321178 40683225 14504522 0 22291552 534527 534527 10191715 8592974 1308883 289858 478549 402144 59360 17045 1818058 1469997 295081 52980 781939 633380 125125 23434 9362 5065 4297 51673 45489 5310 874 327923 306789 19198 1936 259244 193522 51718 14004 1440701 1086472 342995 11234 125636 105541 18051 2044 918459 822150 94529 1780 301989 243776 55093 3120 PROGRAM SUPPORT 3130577 3018450 40699 71428 GUARDIAN PROGRAM SERVIC 783313 783313 GENERAL & ADMININSTRATI 439121 169394 251686 18041 RECRUITMENT, EDUCATION 206591 172628 29089 4874 22598 19325 3273 21821975 18051084 3254966 515925 1775717 262389 4019522 4130166 263669 612197 36703741 9432018 18056557 27271723 19181878 32706767 2776902 825921 3431327 4604820 49505572 70413983 2255103 3554212 6332429 6266581 5847184 5687801 442773 677282 14877489 16185876 X 34239918 53775523 388165 452584 34628083 54228107 49505572 70413983 X 18861250 524711 214063 X X 0 1 X 1 0 X 3638637 4730005 4468972 2948469 3887151 19673234 3638637 4730005 4468972 2948469 3887151 19673234 19673234 992442 1002836 1162857 1342724 1291965 5792824 1080219 1024332 1072939 1030225 1296481 5504196 30970254 81512539 0.63520 0.65170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19134800 18022765 1590495 6105058 32643002 20447626 48848 -1288486 73188 19134800 16909602 62631 3884228 408835 20447626 17244508 59772 370391 765069 16909602 16279154 209793 972166 216605 17244508 1.00000 0 0 62916 62916 20953958 6075819 14878139 2638315 2313257 325058 13048552 1042942 12005610 27271723 EMPLOYEE ADVANCES 559 DUE FROM CHARTERHOUSE SCHOOLS 3394675 SECURITY DEPOSITS 94666 INTEREST RATE SWAP AGREEMENT 950747 RIGHT OF USE ASSETS 164173 4604820 OTHER 418166 OPERATING LEASE LIABILITIES 161435 LINE OF CREDIT 97681 677282 X PART V, LINE 4: 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. PART X, LINE 2: UMFS IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE TAX STATUTES OF THE COMMONWEALTH OF VIRGINIA; ACCORDINGLY, THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. TAX POSITIONS MUST MEET A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT FOR THE BENEFIT OF THOSE TAX POSITIONS TO BE RECOGNIZED IN THE UMFS' FINANCIAL STATEMENTS. UMFS HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2023 AND 2022. INTEREST AND PENALTIES RELATED TO INCOME TAX ASSESSMENTS, IF ANY, ARE REFLECTED IN GENERAL AND ADMINISTRATIVE IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF ACTIVITIES. X X 0 0 0 0 0 0 0 0 0 NANCY TOSCANO PHD PRESIDENT/CEO & DIRECTOR 277093 0 0 0 20500 0 14382 0 38888 0 350863 0 0 0 MATT LISAGOR CHIEF ADMINISTRATIVE OFFICER 158917 0 0 0 0 0 10248 0 34875 0 204040 0 0 0 ADALAY WILSON CHIEF PROGRAMS OFFICER 137190 0 0 0 0 0 8484 0 13855 0 159529 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND SETS THE COMPENSATION OF THE CEO. THE LAST FORMAL COMPENSATION STUDY WAS COMPLETED IN CALENDAR YEAR 2023. X FOOD, SUPPLIES, OTHER PROGRAM SUPPORT 345 68474 COMPARABLE SALES 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY MANAGEMENT, OUTSIDE CPAS, AND THE AGENCY'S AUDIT COMMITTEE PRIOR TO FILING. 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 PARTICIPATING IN ANY DISCUSSION RELATING 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 YEAR 2023. 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 9: GAIN ON INTEREST SWAP AGREEMENT 281,587. GUARDIAN EQUITY ADJUSTMENT -67,524. FORM 990 PART XI LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. GUARDIAN PLACE LIMITED PARTNERSHIP 3900 WEST BROAD STREET RICHMOND VA 23230 631088193 APARTMENT RENTAL VA 390279 61583 UNITED METHODIST FAMILY SERVICES OF VIRGINIA GUARDIAN PLACE II LIMITED PARTNERSHIP 3900 WEST BROAD STREET RICHMOND VA 23230 621678955 APARTMENT RENTAL VA 435847 219632 UNITED METHODIST FAMILY SERVICES OF VIRGINIA CHARTERHOUSE SCHOOLS INC 3900 WEST BROAD STREET RICHMOND VA 23230 541116056 EDUCATION VA 501(C)(3) LINE 2 UNITED METHODIST FAMILY SERVICES OF VIRGINIA 1 GUARDIAN PLACE CORPORATION 3900 WEST BROAD STREET RICHMOND VA 23230 541672976 HOLDING COMPANY VA UNITED METHODIST FAMILY SERVICES OF VIRGINIA C 82623 399943 1.00000 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 CHARTERHOUSE SCHOOLS INC J 443632 CHARTERHOUSE SCHOOLS INC L 1122858