2025-05-02T08:36:44+00:00 2024-06-30 440160260 Forvis Mazars LLP 500 Ridgefield Court Asheville NC 28806 990 2023-07-01 540505969 United Methodist Family Services of Virginia UNIT 8042549664 3900 WEST BROAD STREET RICHMOND VA 23230 NANCY TOSCANO PRESIDENT & CEO 2025-05-02 true Amy Bibby P00445891 8282542254 2025-04-29 2023 2025-03-06 01:10:19Z NANCY TOSCANO 3900 WEST BROAD STREET RICHMOND VA 23230 45605046 false 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. 18 17 428 1135 0 0 3887151 5834709 14504522 15436034 20445129 1654167 1846423 1947103 40683225 24872013 0 0 0 0 13804788 15590836 0 0 626737 8017187 7352914 21821975 22943750 18861250 1928263 70413983 71986394 16185876 14733122 54228107 57253272 X FOR MORE THAN A CENTURY, UNITED METHODIST FAMILY SERVICES OF VIRGINIA UMFS HAS SERVED THE COMMUNITY AS UNWAVERING CHAMPIONS FOR VULNERABLE 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. AS A RESULT OF OUR WORK, 2,986 YOUTH RECEIVED LIFE-CHANGING SERVICES IN 204 COMMUNITIES ACROSS VIRGINIA, COLLECTIVELY TOUCHING THE LIVES OF 10,004 CHILDREN, TEENS AND FAMILIES. false false 9005867 9369688 At UMFS' Child & Family Healing Center (CFHC), we believe every child deserves the chance to heal, grow, and thrive. Our 24-hour intensive residential treatment provides a safe, supportive environment where, over the past year, eighty-four children received innovative, strength-based care, tailored to their unique needs. We don't just treat challenges-we empower kids with the tools they need to build brighter futures. And the impact is real: 88% of youth report feeling satisfied with their care and 75% successfully transitioned back into the community. As a part of our commitment to continuous improvement, we survey our youth, parents and referral sources on a reoccurring basis to understand their experience. 5708791 5813715 In our Treatment Foster Care (TFC) program, we support foster children and teens who have faced trauma, abuse, or medical and behavioral challenges by connecting them with dedicated foster families. We provide extensive training and ongoing support to ensure our 100 state-wide families offer the stability and care these children need. As a result, our foster parent utilization and retention rates remain high. And the impact is profound-87% of foster youth report feeling satisfied with their treatment, and more than 60% transition into a permanent family setting or adoption. 936387 UMFS PROVIDES A RANGE OF ADOPTION SERVICES. Adoptive parents take on an incredible journey-one filled with love, resilience, and challenges. Children and teens who have experienced foster care, private, or international adoption often carry deep emotions that require patience, understanding, and expert support. That's where UMFS steps in. Our adoption social workers, therapists, and adoptive parent liaisons empower families with the skills and resources needed to foster trust and stability. Our extensive expertise in foster care and adoption connects families with the right people, programs, and tools for success and we offer 24/7 crisis support. Last year our adoption team served 400 youth and families, and finalized 49 adoption cases. Additionally, our parent and caregiver NPS score is +95, well exceeding industry standards. 3050654 252631 ADDITIONAL SERVICES INCLUDE COMMUNITY-BASED FAMILY SUPPORT, CASE MANAGEMENT, MENTORING AND POST-ADOPTION SERVICES. 3050654 252631 18701699 true true false true false false false false true true false false true true true false true false false false false false false false false false false false true false false false false false false false false true false false false false true true true false false true 38 0 true 428 true false false false false false false false false false false false false X 18 17 false false false false false false false true true false false true true true true true true true false false VA X X THE ORGANIZATION 8042549664 3900 WEST BROAD STREET RICHMOND VA 23230 BRUCE WHITEHURST VICE CHAIR 0.5 0.5 X X 0 0 0 COOKIE SCOTT CHAIR 0.5 0.5 X X 0 0 0 KEITH HARE SECRETARY 0.5 0.5 X X 0 0 0 MARSHALL ROSS PAST CHAIR 0.5 0.5 X X 0 0 0 NANCY TOSCANO PHD PRESIDENT/CEO & DIRECTOR 10.0 30.0 X X 306464 0 55786 ANN HODGES DIRECTOR 0.5 0.5 X 0 0 0 BILL LEEDOM DIRECTOR 0.5 0.5 X 0 0 0 CAROLINE BROWDER DIRECTOR 0.5 0.5 X 0 0 0 CHRIS HENDERSON DIRECTOR 0.5 0.5 X 0 0 0 DAVID REID DIRECTOR 0.5 0.5 X 0 0 0 JENNIE REYNOLDS DIRECTOR 0.5 0.5 X 0 0 0 JIM MALLORY DIRECTOR 0.5 0.5 X 0 0 0 JOHN S BRENNEKE DIRECTOR 0.5 0.5 X 0 0 0 LINDA NABLO DIRECTOR 0.5 0.5 X 0 0 0 Melvin Roy Director 0.5 0.5 X 0 0 0 NANCY CAMPOS DIRECTOR 0.5 0.5 X 0 0 0 TAYLOR WILLIAMS DIRECTOR 0.5 0.5 X 0 0 0 Vernon Green Director (end 10/23) 0.5 0.5 X 0 0 0 MATT LISAGOR CHIEF ADMINISTRATIVE OFFICER 10.0 30.0 X 157674 0 47036 ADALAY WILSON CHIEF PROGRAMS OFFICER 10.0 30.0 X 133952 0 22292 BRIAN CHIZUK VP of Residential Services 10.0 30.0 X 125746 0 42237 DEBORAH BURTON VP OF COMMUNITY BASED SERV 10.0 30.0 X 118163 0 16473 LINDSAY LANE VP OF STRATEGY & INNOVATION 10.0 30.0 X 106506 0 6786 STEVE GEORGE IT DIRECTOR 10.0 30.0 X 101598 0 20049 1050103 0 210659 7 false true false Northern VA Psychiatric Services 44075 Pipeline Plaza Ste 220 Ashburn VA 20147 Psychiatric Services 102300 1 3148403 2686306 71127 5834709 TREATMENT FOSTER CARE 624100 5813715 5813715 RESIDENTIAL SERVICES 623990 9369688 9369688 OTHER SERVICES 900099 252631 252631 0 0 0 0 15436034 1090744 1090744 559207 559207 0 559207 559207 21296456 20733033 563423 0 563423 563423 OTHER INCOME 900099 1387896 1387896 0 0 0 0 1387896 24872013 15436034 0 3601270 592390 592390 11679060 9877808 1404385 396867 518257 457286 48511 12460 1933428 1680295 209899 43234 867701 728476 119092 20133 5299 5299 55780 49292 5420 1068 0 0 0 0 268287 234077 33252 958 308978 233457 60054 15467 1389558 1132030 231127 26401 293744 268654 23436 1654 1095646 754506 338727 2413 360078 293803 62391 3884 PROGRAM SUPPORT 2895243 2653326 153298 88619 GENERAL & ADMININSTRATI 318291 110759 201459 6073 RECRUITMENT, EDUCATION 318055 227930 85208 4917 OTHER 43955 41366 2589 0 0 0 0 22943750 18701699 3615314 626737 262389 1542478 4130166 3962805 0 0 612197 712487 38824453 10635104 27271723 28189349 32706767 32323904 825921 837742 0 4604820 4417629 70413983 71986394 3554212 2963117 6266581 6200732 0 5687801 5523950 677282 45323 16185876 14733122 X 53775523 56415530 452584 837742 54228107 57253272 70413983 71986394 X 1928263 1024319 72583 X X false true X true true true X 4730005 4468972 2948469 3887151 5834709 21869306 0 0 4730005 4468972 2948469 3887151 5834709 21869306 0 21869306 1002836 1162857 1342724 1291965 1649951 6450333 0 1024332 1072939 1030225 1296481 1387896 5811873 34131512 79603139 0.6407 0.6352 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - , COLUMN A - 1024332.0, COLUMN B - 1072939.0, COLUMN C - 1030225.0, COLUMN D - 1296481.0, COLUMN E - 1387896.0, COLUMN F - 5811873.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 32200 32200 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY UMFS engaged Troutman Pepper Strategies to meet with legislators to discuss and raise awareness on topics related to budget/funding legislation. 32642642 87227 2736661 3477275 31989255 19134800 18022765 1590135 6105058 32642642 20447626 48848 -1288486 73188 19134800 16909602 62631 3884228 408835 20447626 17244508 59772 370391 765069 16909602 1.0 0.0 0.0 false false 62916 62916 32844203 9014180 23830023 3054086 836600 2217486 2863248 784324 2078924 28189349 Employee Advances 0 due from charterhouse schools 3261130 SECURITY DEPOSITS 107610 Interest Rate Swap Agreement 1023330 Right of Use Assets 25559 4417629 Other 19540 Operating Lease Liabilities 25783 Line of Credit 0 45323 X Schedule D, Part V, Line 4 Intended uses of endowment funds 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. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote 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, 2024 and 2023. 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 false false false false false false false false false NANCY TOSCANO PHD PRESIDENT/CEO & DIRECTOR 283964 0 0 0 22500 0 14582 0 41204 0 362250 0 0 0 MATT LISAGOR CHIEF ADMINISTRATIVE OFFICER 157674 0 0 0 0 0 10207 0 36829 0 204710 0 0 0 ADALAY WILSON CHIEF PROGRAMS OFFICER 133952 0 0 0 0 0 8267 0 14025 0 156244 0 0 0 BRIAN CHIZUK VP of Residential Services 125746 0 0 0 0 0 6171 0 36066 0 167983 0 0 0 Schedule J, Part III THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND SETS THE COMPENSATION OF THE CEO. THE LAST FORMAL COMPENSATION STUDY WAS COMPLETED IN CALENDAR YEAR 2024. X Food, supplies, other program support 345 71127 Other - comparable sales 0 false false false Form 990, Part III, Line 4d Description of other program services (Expenses $ 3,050,654 including grants of $)(Revenue $ 252,631) ADDITIONAL SERVICES INCLUDE COMMUNITY-BASED FAMILY SUPPORT, CASE MANAGEMENT, MENTORING AND POST-ADOPTION SERVICES. Form 990, Part VI, Line 11b Review of form 990 by governing body THE 990 IS REVIEWED BY MANAGEMENT, OUTSIDE CPAS, AND THE AGENCY'S AUDIT COMMITTEE PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy 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, Line 15a Process to establish compensation of top management official THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND SETS THE COMPENSATION OF THE CEO. THE LAST FORMAL COMPENSATION STUDY WAS COMPLETED IN CALENDAR YEAR 2024. Form 990, Part VI, Line 19 Required documents available to the public 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 Other changes in net assets or fund balances GAIN ON INTEREST SWAP AGREEMENT - 72583; Form 990, Part XII, Line 2c Change of oversight process or selection process This process has not changed from the prior year. CHARTERHOUSE SCHOOLS INC 3900 WEST BROAD STREET RICHMOND VA 23230 541116056 EDUCATION VA 501(c)(3) 2 UNITED METHODIST FAMILY SERVICES OF VIRGINIA true false false false false false false false false false true false true false false false false false false false CHARTERHOUSE SCHOOLS INC L 1377023 CHARTERHOUSE SCHOOLS INC J 512115