2025-05-14T15:32:28-05:00 2024-06-30 994625061 CRI ADVISORS LLC 4004 SUMMIT BLVD NE SUITE 800 ATLANTA GA 30319 990 2023-07-01 882137864 WELLROOT FAMILY SERVICES FOUNDATION INC WELL 4043275820 1967 LAKESIDE PARKWAY SUITE 400 TUCKER GA 30084 GREGORY COPELAND TREASURER 4043275820 2025-05-14 1 0 TIFFANY T ORR CPA P01559485 7703948000 2025-05-14 2023 2025-03-06 01:10:19Z PATRICIA PATERSON 1967 LAKESIDE PARKWAY SUITE 400 TUCKER GA 30084 21889952 0 X N/A X 2022 GA THE FOUNDATION IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF, AND AS A SUPPORTING ORGANIZATION TO, THE UNITED METHODIST CHILDREN'S HOME OF THE NORTH GEORGIA CONFERENCE. 8 6 0 0 0 0 0 0 0 0 101804 4372749 0 0 101804 4372749 0 0 0 0 0 0 0 0 0 79768 696087 79768 696087 22036 3676662 81365714 84803484 0 10021 81365714 84793463 THE FOUNDATION IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF, AND AS A SUPPORTING ORGANIZATION TO, THE UNITED METHODIST CHILDREN'S HOME OF THE NORTH GEORGIA CONFERENCE. 0 0 696087 THE FOUNDATION HOLDS INVESTMENTS ON BEHALF OF THE UNITED METHODIST CHILDREN'S HOME OF THE NORTH GEORGIA CONFERENCE. 696087 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 GA X X X MS PATRICIA PATERSON 4043275820 1967 LAKESIDE PARKWAY SUITE 400 TUCKER GA 30084 MS PATRICIA PATERSON BOARD CHAIR 1.00 X X 0 0 0 MR DAN BEALE SECRETARY 1.00 X X 0 0 0 MR WARREN MCCLELLAN TRUSTEE 1.00 X 0 0 0 MR MASON MCWHORTER TRUSTEE 1.00 X 0 0 0 MR GREGORY COPELAND TREASURER 1.00 X X 0 176134 36293 MR WILLIAM VOGEL TRUSTEE 1.00 X 0 0 0 MR STEVEN MARCO TRUSTEE 1.00 X 0 0 0 MS ALLISON ASHE PRESIDENT & CEO 1.00 X X 0 249729 38243 0 425863 74536 0 0 1 0 0 4403248 4403248 17486704 17517203 -30499 -30499 -30499 4372749 0 0 4372749 261060 261060 15000 15000 383246 383246 26760 26760 10021 10021 696087 696087 0 0 10000 100000 66105915 69942616 15259799 14750868 81365714 84803484 10021 0 10021 X 66780214 69818325 14585500 14975138 81365714 84793463 81365714 84803484 X 3676662 4008880 -4257793 X 0 1 X 1 0 X X X 1 UNITED METHODIST CHILDREN'S HOME OF THE NORTH GA CONFERENCE INC 580632081 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 81365714 3711014 383246 84693482 79873472 1572010 79768 81365714 0.82318 0.11919 0.05763 0 0 0 ALTERNATIVE INVESTMENT FUNDS 14750868 F 14750868 X 3479530 4008880 4008880 -529350 383246 4518853 4902099 4372749 51781 0 51781 383246 261060 644306 696087 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, 2024 AND 2023. 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, 2024 AND 2023, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: MANAGEMENT FEE TRANSFER OF NET ASSETS FROM PARENT ORGANIZATION PART XII, LINE 4B - OTHER ADJUSTMENTS: MANAGEMENT FEE X 0 0 0 0 0 0 0 0 0 MS ALLISON ASHE PRESIDENT & CEO 0 249729 0 0 0 0 0 15600 0 22643 0 287972 0 0 MR GREGORY COPELAND TREASURER 0 176134 0 0 0 0 0 11206 0 25087 0 212427 0 0 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 C, LINE 19 ON THE ORGANIZATION WEBSITE AND WHEN REQUESTED BY THE PUBLIC FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS FROM PARENT ORGANIZATION -4,257,793. UNITED METHODIST CHILDREN'S HOME OF THE NORTH GA CONFERENCE INC 1967 LAKESIDE PARKWAY BLDG 400 TUCKER GA 30084 580632081 TO RESTORE CHILDREN AND FAMILIES FROM TRAUMA THROUGH JESUS CHRIST GA 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 UNITED METHODIST CHILDREN'S HOME OF THE NORTH GA CONFERENCE S 4257793 FAIR MARKET VALUE