2026-05-11T15:39:11-05:00 2025-06-30 994625061 CRI ADVISORS LLC 4004 SUMMIT BLVD NE SUITE 800 ATLANTA GA 30319 990 2024-07-01 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 2026-05-11 1 1 TIFFANY T ORR CPA P01559485 7703948000 2026-05-11 2024 2025-03-06 01:10:19Z WELLROOT FAMILY SERVICES ALLISON ASHE 1967 LAKESIDE PARKWAY BLDG 400 TUCKER GA 30084 14898326 0 X WWW.WELLROOT.ORG X 1871 GA TO RESTORE CHILDREN AND FAMILIES FROM TRAUMA THROUGH JESUS CHRIST (SEE SCHEDULE O). 16 14 128 432 0 0 6919497 9158042 0 0 189281 177178 740044 175592 7848822 9510812 176240 190443 0 0 6801253 8051429 0 0 1138991 4312860 5345442 11290353 13587314 -3441531 -4076502 8526105 15184911 1338006 2727041 7188099 12457870 X TO RESTORE CHILDREN AND FAMILIES FROM TRAUMA THROUGH JESUS CHRIST (SEE SCHEDULE O). 0 0 3221691 2296 WELLROOT FAMILY SERVICES SUPPORTS YOUTH FROM INFANCY THROUGH EARLY ADULTHOOD, AND THEIR CAREGIVERS, THROUGH A COMPREHENSIVE CONTINUUM OF CARE SO THEY CAN REACH THEIR FULLEST POTENTIAL THROUGH THE LOVE AND SUPPORT OF A HEALTHY HOME AND RESILIENT COMMUNITY. IN FISCAL YEAR 2025, WE SERVED 3,855 INDIVIDUALS THROUGH FAMILY SERVICES, YOUTH SERVICES, FOSTER CARE, SCHOLARSHIPS, AND COMMUNITY TRAINING.FAMILY SERVICES:IN FY25, WELLROOT EXPANDED ITS EVIDENCE-BASED FAMILY PRESERVATION PROGRAMS TO SERVE MORE GEORGIA FAMILIES BY GROWING ITS FUNCTIONAL FAMILY THERAPY TEAM AND LAUNCHING HEALTHY FAMILIES METRO ATLANTA. THIS EXPANSION ENABLED WELLROOT TO PROVIDE EARLY INTERVENTION AND LONG-TERM SUPPORT TO FAMILIES IN NEED OF THERAPY, GUIDANCE, AND CARE. HIGHLIGHTS INCLUDE:118 MOTHERS WERE SUPPORTED THROUGH HOME VISITATION PROGRAMS THAT PROMOTE CHILD WELL-BEING, PARENTAL BONDING, AND THE PREVENTION OF ABUSE AND NEGLECT. 623 INDIVIDUALS RECEIVED FUNCTIONAL FAMILY THERAPY, A HOME-BASED THERAPEUTIC INTERVENTION PROVEN TO STRENGTHEN RELATIONSHIPS AND REDUCE BEHAVIORAL CHALLENGES. 40 PARENTS AND CHILDREN WERE PROVIDED WITH SAFE HOUSING AND WRAPAROUND SUPPORT, ENSURING STABILITY AND A PATH TO LONG-TERM SELF-SUFFICIENCY. 4345071 749 FOSTER CARE:IN FY25, WELLROOT TRAINED AND SUPPORTED 63 FOSTER FAMILIES AND PROVIDED HOUSING AND RESPITE CARE FOR 105 CHILDREN IN FOSTER CARE. 58% OF DISCHARGED CHILDREN ACHIEVED PERMANENCY THROUGH REUNIFICATION OR ADOPTION. 71% OF NEWLY LICENSED HOMES WERE OPEN TO CARING FOR TEENS AGES 13 AND OLDER. 3378152 187398 YOUTH SERVICES:WELLROOT CONTINUED ITS CRITICAL SUPPORT FOR YOUTH AGING OUT OF FOSTER CARE AND YOUTH EXPERIENCING HOMELESSNESS. OUR PROGRAMS HOUSED AND SUPPORTED 53 YOUNG ADULTS, EQUIPPING THEM WITH LIFE SKILLS, FINANCIAL LITERACY, AND ACADEMIC SUPPORT.COMMUNITY TRAINING:IN OUR CONTINUED COMMITMENT TO PREVENTION AND RESILIENCE-BUILDING, WELLROOT EDUCATED 1,931 INDIVIDUALS INCLUDING PARENTS, EDUCATORS, AND CHILD WELFARE PROFESSIONALSTHROUGH OUR SUITE OF EVIDENCE-BASED TRAINING PROGRAMS. 10944914 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 72 0 1 128 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 14 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 JANA LEIGH THOMAS VICE CHAIR 1.00 X X 0 0 0 REV DR BYRON THOMAS TRUSTEE 1.00 X 0 0 0 PATRICIA PATERSON TRUSTEE 1.00 X 0 0 0 HEATHER FAIRE TRUSTEE 1.00 X 0 0 0 LESLI A REECE TRUSTEE 1.00 X 0 0 0 JEFF DOSS TRUSTEE 1.00 X 0 0 0 TOM RAWLINGS TRUSTEE 1.00 X 0 0 0 WARREN MCCLELLAN TRUSTREE 1.00 X 0 0 0 DANICA KEY THOMPSON TRUSTEE 1.00 X 0 0 0 DAN BEALE TRUSTEE 1.00 X X 0 0 0 BRAD MACAFEE BOARD CHAIR 1.00 X X 0 0 0 BOB STUBBS SECRETARY 1.00 X X 0 0 0 ALLISON ASHE PRESIDENT AND CEO 40.00 X X 269411 0 43382 GREG COPELAND COO & TREASURER 40.00 X X 181113 0 41465 CHRIS SIMSER TRUSTEE 1.00 X 0 0 0 NANCY RAFUSE TRUSTEE 1.00 X 0 0 0 CHRISTINA LENNON CHIEF STRATEGY & IMP 40.00 X 166463 0 10086 LEE ANN ELSE SNR VP OF EXT AFFAIR 40.00 X 114674 0 25720 MARY VINCENT SNR VP OF PROGRAMS 40.00 X 115295 0 37640 846956 0 158293 5 0 1 0 GREENLEAF INVESTMENT PARTNERS PO BOX 209448 AUSTIN TX 787209282 RENT 953687 FIDELITY INVESTMENTS PO BOX 770001 CINCINNATI OH 45277 INVESTMENT MANAGEMENT 692334 GENERAL PROPERTY MANAGEMENT INC 3558 ATLANTA HIGHWAY FLOWERY BRANCH GA 30548 RENT 120234 RESERVE AT TWIN OAKS 1108 MONTREAL RD CLARKSTON GA 30021 RENT 100811 4 283927 5350361 3523754 191648 9158042 167765 167765 5201034 5191621 9413 9413 9413 6366 283927 195893 -189527 -189527 MISC. INCOME 900099 365119 365119 365119 9510812 0 0 352770 190443 190443 715907 582050 70662 63195 5320585 4325772 525154 469659 362189 299849 35259 27081 1213459 1004598 118131 90730 439289 363679 42765 32845 8732 5273 73 3386 32700 19746 273 12681 7044 7044 615488 371664 5141 238683 450685 280593 128848 41244 1733316 1249670 483646 322652 283956 23100 15596 165947 164014 1933 137435 77614 59821 PROGRAM SUPPORT 1585657 1583988 1669 FUNDRAISING AND PROMOTI 160033 19573 268 140192 TRAINING 125753 122432 1291 2030 13587314 10944914 1503409 1138991 456512 892293 1035365 1139829 129200 122584 368963 310410 10244768 484388 3835332 9760380 1812923 858971 887810 2100444 8526105 15184911 368770 630504 700 700 968536 2095837 1338006 2727041 X 6269642 12196022 918457 261848 7188099 12457870 8526105 15184911 X -4076502 14195 9332079 X 0 1 X 1 1 1 X 7524314 9887163 5968550 6919495 9158042 39457564 19727 19727 7544041 9887163 5968550 6919495 9158042 39477291 5000 1867715 335061 25000 20000 2252776 0 5000 1867715 335061 25000 20000 2252776 37224515 2621604 5638277 2660386 175871 167765 11263903 2621604 5638277 2660386 175871 167765 11263903 44906 740046 365119 1150071 10165645 15525440 8673842 7835412 9690926 51891265 0.71740 0.66390 0.21710 0.27660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3268801 0 184118 1217488 7044 2228387 2867334 552258 189230 333049 6972 3268801 83338892 15675 4617175 84776165 328243 2867334 92533715 3541978 -8979624 3757177 83338892 75005390 1887334 19005862 3364871 92533715 0.82915 0.12199 0.04886 0 0 3202333 3202333 6894674 412918 6481756 147761 71470 76291 9760380 RIGHT OF USE ASSET 2100444 2100444 LEASE LIABILITY 2095837 2095837 X 19065935 14195 20000 195893 230088 18835847 7044 -9332079 -9325035 9510812 13796163 20000 195893 215893 13580270 7044 7044 13587314 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, 2025 AND 2024. 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, 2025 AND 2024, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS 195,893. PART XI, LINE 4B - OTHER ADJUSTMENTS: TRANSFER OF NET ASSETS TO SUPPORTING ORGANIZATION -9,332,079. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS 195,893. GALA 290293 283927 6366 195893 290293 283927 6366 195893 195893 -189527 GA 1 0 0 0 1.00000 0 0 1 SCHOLARSHIPS 82 190443 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 PRESIDENT AND CEO 269411 0 0 0 0 0 16001 0 27381 0 312793 0 0 0 GREG COPELAND COO & TREASURER 181113 0 0 0 0 0 11655 0 29810 0 222578 0 0 0 CHRISTINA LENNON CHIEF STRATEGY & IMP 166463 0 0 0 0 0 9897 0 189 0 176549 0 0 0 MARY VINCENT SNR VP OF PROGRAMS 115295 0 0 0 0 0 7956 0 29684 0 152935 0 0 0 X 455 46431 FMV X CHRISTMAS GIFTS 215 145217 FMV 0 0 0 PART I, COLUMN (B): 32 SH OF MCDONALDS CORP, 17 SH OF GOLDMAN SACHS GROUP, AND 406 SH OF SCHWAB FUNDAMENTAL INT. 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 2023. 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 ON THE ORGANIZATION'S WEBSITE AND WHEN REQUESTED BY THE PUBLIC. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS TO SUPPORTING ORGANIZATION 9,332,079. 750 EAST LAKE LLC 750 EAST LAKE DRIVE DECATUR GA 30030 882841187 HOLD A RESIDENTIAL BUILDING FOR YOUTH SERVICES AND FAMILY HOUSING GA 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 9332079 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, 2025, THE FOUNDATION AWARDED WELLROOT $9,332,079.00