2025-05-07T15:47:51-05:00 2024-06-30 431305800 UHY ADVISORS MIDWEST INC 1889 GEN GEORGE PATTON DR STE 200 FRANKLIN TN 37067 990 2023-07-01 620476670 MONROE HARDING INC MONR 6152985573 1 VANTAGE WAY SUITE C-165 NASHVILLE TN 37228 PAMELA MADISON CEO 6152985573 2025-05-07 1 1 W CRAIG BALLENTINE P00992231 6157505537 2025-05-07 2023 2025-03-06 01:10:19Z PAMELA MADISON 1 VANTAGE WAY SUITE C-165 NASHVILLE TN 37228 3781761 0 X WWW.MONROEHARDING.ORG X 1976 TN SINCE 1893, MONROE HARDING CHANGES YOUNG PEOPLE'S LIVES SERVING 396 YOUNG PEOPLE THIS YEAR 16 16 48 126 0 0 1357868 1274227 2029371 2035988 -137300 274214 75152 142398 3325091 3726827 243528 34555 0 0 2210186 2080307 0 0 296831 1348790 1382161 3802504 3497023 -477413 229804 11278513 12789367 482534 669915 10795979 12119452 SINCE 1893, MONROE HARDING CHANGES YOUNG PEOPLE'S LIVES. WE STEP IN AS A FAMILY, PROVIDING HOMES, HEALING, AND OPPORTUNITIES THAT ARE VITAL TO HELPING YOUNG PEOPLE SUCCEED. IN FY2024, MONROE HARDING SERVED 390 YOUTH RANGING IN AGE FROM BIRTH TO AGE 26. 0 0 1081866 1495270 MONROE HARDING'S FOSTER CARE PROGRAM PROVIDES CHILDREN IN STATE CUSTODY WITH SAFE, TRAUMAINFORMED CARE HOMES WHILE THEY AWAIT PERMANENCY, EITHER THROUGH REUNIFICATION WITH BIRTH FAMILY OR ADOPTION. MH BEGINS BY IDENTIFYING AND RECRUITING FOSTER CARE FAMILIES AND ASSISTING THEM IN OFFERING HEALING HOMES THROUGH FAMILY AND GROUP OPPORTUNITIES SUPPORTING THE FOSTER & BIRTH FAMILIES TO DETERMINE THE YOUTH'S BEST OPTIONS FOR SUCCESSFUL GROWTH. SPECIFIC OUTCOMES INCLUDE SATISFACTION AS WELL AS YOUTH MEETING INDIVIDUAL GOALS. IN FY2024, WE SERVED 43 YOUNG PEOPLE IN OUR 22 FOSTER HOMES. 856322 540718 MONROE HARDING'S SUPPORTIVE HOUSING SERVICES PROVIDE SAFE, AFFORDABLE HOUSING AND THERAPEUTIC SERVICES FOR YOUTH (AGE 18-26), WHO WOULD OTHERWISE BE HOMELESS, AS THEY HEAL FROM PAST TRAUMA. SERVICES INCLUDE MENTAL HEALTH SERVICES, OPPORTUNITIES FOR POST HIGH SCHOOL EDUCATION, SHORTTERM AND LONGTERM GOAL SETTING, AND PARTICIPATION IN SUPPLEMENTAL PROGRAMS AS THEY PLAN A JOURNEY TO SELFSUFFICIENCY. SPECIFIC OUTCOMES INCLUDE SATISFACTION AS WELL AS YOUTH MEETING INDIVIDUAL GOALS. IN FY2024, MONROE HARDING SERVED 67 YOUNG ADULTS. 893656 34555 MONROE HARDING'S RESOURCE CENTER PROVIDES VULNERABLE YOUNG ADULTS (AGE 16-26) A SAFE SPACE AND OPPORTUNITIES TO DISCOVER AND CREATE A SELF-DETERMINED FUTURE. WE PROVIDE THERAPEUTIC SERVICES, FINANCIAL LITERACY CLASSES, EDUCATIONAL SUPPORT, SEXUAL HEALTH EDUCATION, COMMUNITY RESOURCE CONNECTION, PARENTING CLASSES AND WORKFORCE DEVELOPMENT SERVICES FOR YOUNG ADULTS. IN FY2024, MONROE HARDING SERVED 345 YOUNG ADULTS. 2831844 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 15 0 1 48 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X X X DEIDRE MATTHEWS 6152985573 1 VINTAGE WAY SUITE C-165 NASHVILLE TN 37228 RAQUEL BARLOW MEMBER 1.00 X 0 0 0 BRIAN BERRY MEMBER 1.00 X 0 0 0 KANISHKA BIDDANDA MEMBER 1.00 X 0 0 0 LEGINA CHAUDOIN MEMBER 1.00 X 0 0 0 ASHLEY GOLSON MEMBER 1.00 X 0 0 0 TRAVIS HAMILTON MEMBER 1.00 X 0 0 0 JEANETTE OPHEIM MEMBER 1.00 X 0 0 0 SYDNEY ROGERS MEMBER 1.00 X 0 0 0 JOSHUA SCALES MEMBER 1.00 X 0 0 0 JACKIE SHRAGO MEMBER 1.00 X 0 0 0 RACHEL SODEE MEMBER 1.00 X 0 0 0 MARK PATTERSON MEMBER 1.00 X 0 0 0 PAMELA MADISON CEO 40.00 X 145536 0 0 LARONDA HENDERSON TREASURER 1.00 X 0 0 0 BRITTANY MACON SECRETARY 1.00 X 0 0 0 KYLEN SHARPE VICE CHAIR 1.00 X 0 0 0 CHRIS WYATT CHAIR 1.00 X 0 0 0 DEIDRE MATTHEWS VP FINANCE & ADMIN. 40.00 X 90982 0 0 236518 0 0 1 0 0 0 0 319599 954628 34592 1274227 CHILD SUPPORT 624110 2035988 2035988 2035988 264728 264728 9486 0 9486 9486 9486 197332 54934 142398 142398 3726827 2035988 0 416612 34555 34555 236518 187024 22732 26762 1436940 1136241 138108 162591 267182 214192 30342 22648 139667 110344 14630 14693 25829 25829 60677 60677 65625 48237 5346 12042 11205 8223 301 2681 10124 8457 191 1476 352622 316842 17727 18053 14801 13631 667 503 10172 9803 147 222 62445 54661 3505 4279 FOSTER CARE EXPENSE 364830 364830 YOUTH EXPENSES 149579 142899 2661 4019 EQUIPMENT & SOFTWARE 127087 95821 21530 9736 PHONE & INTERNET 34570 32767 1004 799 92595 53317 22951 16327 3497023 2831844 368348 296831 585380 1122486 42011 46050 396818 416633 73263 87289 209390 172365 29362 37025 9104464 9593391 902820 1068220 144395 418273 11278513 12789367 291042 211353 36000 36000 155492 422562 482534 669915 X 9671297 10844780 1124682 1274672 10795979 12119452 11278513 12789367 229804 1093669 0 X X 0 1 X 1 0 X 685802 1620519 861396 1357868 1274227 5799812 863713 2257690 2303936 2029371 2035988 9490698 1549515 3878209 3165332 3387239 3310215 15290510 0 0 0 15290510 117827 173429 219238 242706 264728 1017928 117827 173429 219238 242706 264728 1017928 120 6782 6902 1667462 4058420 3384570 3629945 3574943 16315340 0.93720 0.94190 0.06240 0.05140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10007285 1299306 644979 10661612 9418635 929669 341019 10007285 10936367 -1483680 34052 9418635 8934456 2256508 253031 10937933 2996324 6100780 171827 334475 8934456 0.89590 0.10410 1 0 40313 21340 18973 6504 6504 162573 151025 11548 37025 BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 1068220 C 1068220 OTHER LIABILITIES 2800 FUNDS HELD FOR OTHERS 1489 CURRENT OPERATING LEASE LAIBILITY 134254 NON-CURRENT OPERATING LEASE LIABILITY 284019 422562 X 4759819 1093669 1093669 3666150 60677 60677 3726827 3436346 0 3436346 60677 60677 3497023 PART X, LINE 2: WE ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND QUALIFY FOR CHARITABLE DEDUCTION. WE ARE NOT CLASSIFIED AS A PRIVATE ORGANIZATION. IN ACCOUNTING FOR UNCERTAIN INCOME TAXES, WE RECOGNIZED A TAX POSITION AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT GREATER THAN 50 PERCENT LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. AT JUNE 30, 2024, WE HAVE NO UNCERTAIN TAX POSITIONS. WE RECOGNIZED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST AND INCOME TAX EXPENSE, RESPECTIVELY. WE HAVE NO AMOUNTS ACCRUED FOR INTEREST OR PENALTIES AS OF JUNE 30, 2024. WE ARE NO LONGER SUBJECT TO EXAMINATION BY U.S FEDERAL AND STATE TAXING AUTHORITIES FOR FISCAL YEARS ENDING BEFORE 2021. PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS OUR BOARD DESIGNATED TRUST FUNDS ARE USED TO SUPPORT MHI PROGRAMS WHEN FUNDING SHORTFALLS ARISE AND MAY BE USED FOR CAPITAL IMPROVEMENT PROJECTS OR OTHER NEEDS AS DESIGNATED BY THE BOD. OUR DONOR MANAGED PERMANENTLY RESTRICTED FUNDS PROVIDE ANNUAL UNRESTRICTED DISTRIBUTIONS OF EXCESS EARNING AS DEFINED BY THE DONOR TO SUSTAIN THE CORPUS. MHI MANAGED PERMANENTLY RESTRICTED FUNDS PROVIDE UNRESTRICTED INVESTMENT INCOME WHOSE USE IS DESIGNATED BY THE BOD. A MHI MANAGED TEMPORARILY RESTRICTED TRUST EXISTS TO SUPPORT POST-SECONDARY EDUCATION FOR YOUTH WHO ARE OR HAVE BEEN IN THE STATE FOSTER CARE SYSTEM. THE BOD MAY DRAW ON THE CORPUS WHILE IN SUPPORT OF THE TRUST'S TEMPORARY RESTRICTIONS. FOSTERING JOY 197332 197332 54934 197332 197332 54934 54934 142398 0 YOUTH SPECIFIC ASSISTANCE FMV HOUSEHOLD ITEMS PART IV - ADDITIONAL INFORMATION PART I, LINE2: FOSTER CARE PROGRAM YOUTH RECEIVED ALLOWANCES. THESE YOUTH ARE UNDER THE DIRECT SUPERVISION OF FOSTER FAMILIES THAT ARE AUTHORIZED AND TRAINED BY MHI AND STATE OF TENNESSEE. THE FOSTER FAMILIES MONITOR THE USE OF THESE ALLOWANCE FUNDS. INDEPENDENT LIVING PROGRAM YOUTH RECEIVED A COMBINATION OF EDUCATIONAL ADVANCEMENT INCENTIVES, BUS PASSES TO/FROM YOUTH CONNECTIONS CENTER, JOB TRAINING STIPENDS AND MATCHING FUNDS FOR INVESTMENTS IN TUITION,EDUCATIONAL MATERIALS SUCH AS BOOKS AND COMPUTER EQUIPMENT, AND VEHICLES FOR TRANSPORTATION TO SCHOOL AND/OR JOBS. YOUTH CONNECTIONS PROGRAM YOUTH RECEIVED A COMBINATION OF GED TRAINING, EDUCATIONAL ADVANCEMENT INCENTIVES, JOB TRAINING STIPENDS AND MATCHING FUNDS FOR INVESTMENTS IN TUITION, EDUCATIONAL MATERIALS SUCH AS BOOKS AND COMPUTER EQUIPMENT, AND VEHICLES FOR TRANSPORTATION TO SCHOOL AND/OR JOBS. X X X 0 0 0 0 0 0 0 0 0 X DONATED MATERIALS AND SERVICES 30 34592 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B ONCE THE 990 DRAFT IS READY FOR REVIEW, WE WILL FIRST REVIEW THE DRAFT AND ANY SUGGESTIONS FOR CHANGES WITH OUR FINANCE COMMITTEE. ONCE THE FINANCE COMMITTEE ACCEPTS THE DRAFT, THEN OUR TREASURER WILL PRESENT THE FINAL COPY TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST MATTERS ARE DISCUSSED PRIOR TO THE START OF EVERY BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE HR COMMITTEE OF THE BOARD REVIEWS THE CEO'S PERFORMANCE ON AT LEAST AN ANNUAL BASIS AND THEN MAKES A RECOMMENDATION FOR ANY COMPENSATION ADJUSTMENTS TO THE CHAIRPERSON OF THE BOARD. MARKET COMPENSATION STUDIES ARE REVIEWED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 18 GIVING MATTERS FORM 990, PART VI, SECTION C, LINE 19 GIVINGMATTERS.COM FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED.