2026-01-22T14:48:49-06:00 2025-06-30 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2024-07-01 741109750 METHODIST CHILDREN'S HOME METH 2547501205 1111 HERRING AVE WACO TX 76708 JULIE K MITCHELL VP FOR FINANCE/CFO 2547501205 2026-01-21 1 1 RENAE DUNCAN P01257722 5123462086 2026-01-15 2024 2025-03-06 01:10:19Z MCH FAMILY OUTREACH TREY OAKLEY 1111 HERRING AVE WACO TX 76708 247263665 0 X WWW.MCH.ORG X 1898 TX METHODIST CHILDREN'S HOME (MCH) EQUIPS CHILDREN, YOUTH, AND FAMILIES BY OFFERING HOPE THROUGH CHRISTIAN-CENTERED RELATIONSHIPS, SERVICES, AND SUPPORT. 22 22 390 370 0 0 10919726 10009728 1212531 973539 36099286 44053910 14058148 15328250 62289691 70365427 637361 2220200 0 0 22245441 24252433 0 0 2128319 9566060 12460064 32448862 38932697 29840829 31432730 717820293 767944529 4673729 4719512 713146564 763225017 X METHODIST CHILDREN'S HOME EQUIPS CHILDREN, YOUTH, AND FAMILIES TO FLOURISH BY OFFERING HOPE THROUGH CHRISTIAN-CENTERED RELATIONSHIPS, SERVICES, AND SUPPORT. 0 0 15026831 1138437 1284870 RESIDENTIAL GROUP CARE - YOUTH GENERALLY AGES 11-18 ARE PROVIDED WITH CARE THAT ENABLES THEM TO EXPERIENCE LIFE TO THE FULLEST. BY BUILDING RELATIONSHIPS WITH CARING AND PROFESSIONAL STAFF MEMBERS, RESIDENTS GROW PHYSICALLY, SPIRITUALLY, INTELLECTUALLY AND EMOTIONALLY. THE WACO CAMPUS SERVES CHILDREN FROM ALL ACROSS TEXAS AND NEW MEXICO AND SITS ON 130 ACRES IN A PARK-LIKE SETTING FEATURING HOMES, ADMINISTRATIVE OFFICES, A CHARTER SCHOOL AND GYM AND PROVIDES A CARING, EDUCATION-FOCUSED COMMUNITY DESIGNED SPECIFICALLY TO MEET THE NEEDS OF CHILDREN IN CARE. EIGHT TO 10 YOUTH LIVE IN A HOME AND EXPERIENCE A FAMILY-LIKE ENVIRONMENT SERVED BY HOME PARENTS AND OTHER PROFESSIONAL STAFF WHO BUILD POSITIVE RELATIONSHIPS WITH YOUTH AS THEY OFFER LOVE, COMPASSION AND SUPPORT. THE BOYS RANCH PROVIDES CARE FOR YOUTH IN SIMILAR WAYS ON A 400-ACRE RURAL RANCH SETTING NORTHEAST OF WACO WITH HOMES, ADMINISTRATIVE OFFICES, AND RECREATIONAL/AGRICULTURAL FACILITIES. RECREATION AND SPORTS PROGRAMS ENABLE YOUTH TO PARTICIPATE IN GROUP ACTIVITIES. RESIDENTS MAY PARTICIPATE IN FUTURE FARMERS OF AMERICA (FFA) AND SPORTS ACTIVITIES AS WELL AS OTHER PROGRAMS TO DEVELOP DISCIPLINE, A STRONG WORK ETHIC AND SELF-CONFIDENCE. 9799989 587839 FAMILY OUTREACH PROGRAMS - MCH FAMILY OUTREACH OFFERS HOPE TO THOUSANDS OF CHILDREN AND THEIR FAMILIES EACH YEAR IN 14 LOCATIONS THROUGHOUT TEXAS AND NEW MEXICO THROUGH FAMILY SUPPORT, FOSTER CARE AND FOSTER-TO-ADOPT (IN SOME LOCATIONS) AND OTHER FAMILY SERVICES. SERVICES ARE DESIGNED TO HELP MEET THE NEEDS OF FAMILIES WITH ONE OR MORE CHILDREN BETWEEN THE AGES OF 0 TO 17. WHETHER IT IS ILLNESS, CONFLICT, SCHOOL DIFFICULTIES OR PARENTING CHALLENGES, FAMILIES FACING DIFFICULT SITUATIONS CAN TURN TO THE PROFESSIONAL, CARING STAFF AT MCH FAMILY OUTREACH AND COMMUNITY-BASED SERVICES. EACH MCH FAMILY OUTREACH OFFICE PROVIDES RESOURCE INFORMATION, PARENTING SUPPORT AND EDUCATION, AND CASE MANAGEMENT SERVICES. 2341231 382930 TRANSITION SERVICES - YOUNG ADULT AGES 18-25 ARE ASSISTED WITH PREPARATION FOR COLLEGE, VOCATIONAL SCHOOL, OR EMPLOYMENT IN ORDER TO MAKE A SUCCESSFUL TRANSITION INTO INDEPENDENT LIVING. STAFF WORK WITH YOUTH DURING THEIR JUNIOR AND SENIOR YEARS OF HIGH SCHOOL TO PREPARE FOR THIS PROGRAM. SCHOLARSHIPS ARE AWARDED ANNUALLY TO MCH GRADUATES AND ALUMNI TO PURSUE EDUCATION AT FOUR-YEAR COLLEGES, COMMUNITY COLLEGES, AND TRADE SCHOOLS. 379222 110994 EMERGENCY SERVICES. 379222 110994 27547273 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 79 0 1 390 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X JULIE MITCHELL 2547501205 1111 HERRING AVE WACO TX 76708 LES LESKOVEN CHAIRPERSON OF THE BOARD 1.00 X X 0 0 0 KELLY ATKINSON DIRECTOR 1.00 X 0 0 0 DR ERIC BAGGERMAN DIRECTOR 1.00 X 0 0 0 PAUL BAUERNFEIND DIRECTOR 1.00 X 0 0 0 DR KENDRA BIRCHER DIRECTOR 1.00 X 0 0 0 MEREDITH CHACON DIRECTOR 1.00 X 0 0 0 ANN YAGER CHAPMAN DIRECTOR 1.00 X 0 0 0 TOMMY DODSON DIRECTOR 1.00 X 0 0 0 JOHN FARRELL DIRECTOR 1.00 X 0 0 0 DR DENNIS GILL DIRECTOR 1.00 X 0 0 0 DR CLIFTON HOWARD DIRECTOR 1.00 X 0 0 0 PAUL LUCAS DIRECTOR 1.00 X 0 0 0 DAN MOORE DIRECTOR 1.00 X 0 0 0 PRISCILLA PATTERSON DIRECTOR 1.00 X 0 0 0 SHERRYL PRATT DIRECTOR 1.00 X 0 0 0 REV KANTRICE ROBINSON DIRECTOR 1.00 X 0 0 0 DR CAROLIN SINKFIELD DIRECTOR 1.00 X 0 0 0 DR LE'ANN SOLMONSON DIRECTOR 1.00 X 0 0 0 MARK WARD DIRECTOR 1.00 X 0 0 0 LORI WILHITE DIRECTOR 1.00 X 0 0 0 STEVE WILSON DIRECTOR 1.00 X 0 0 0 TREY OAKLEY PRESIDENT/CEO 40.00 X 278702 0 64604 LYLE MASON VP FOR ADVANCEMENT 40.00 X 204711 0 55301 TRACI WAGNER VP FOR PROGRAMS 40.00 X 211014 0 49250 JULIE MITCHELL VP FOR FINANCE/CFO 40.00 X 217901 0 58783 BROOKE DAVILLA VP FOR ORGANIZATIONAL EFFECTIVENESS 40.00 X 181475 0 53736 DENISE ONDREY EXEC. ASSISTANT/SECRETARY 40.00 X 75436 0 25257 ELISE PINNEY TREATMENT DIRECTOR 40.00 X 132313 0 22680 TIM FEDRO SENIOR DIRECTOR FOR PROPERTY 40.00 X 131261 0 22487 MARISSA SMITH ASST. VP FOR PROGRAMS 40.00 X 122854 0 19040 KELLY LAWSON SENIOR DIRECTOR FOR ADVANCEMENT 40.00 X 114226 0 22872 MAGDALENA CALHOUN SENIOR DIRECTOR FOR ACCOUNTING 40.00 X 112050 0 25609 1781943 0 419619 15 0 1 0 JOHN W ERWIN GENERAL CONTRACTOR INC 313 SOUTH 13 TH ST WACO TX 76701 CONSTRUCTION 8022170 HONEY'S ROOFING LLC PO BOX 940 HEWITT TX 76643 CONSTRUCTION 583718 INTEG 4500 SPEIGHT AVE WACO TX 76711 PRINTING AND POSTAGE 253948 PROFESSIONAL BUILDING MAINTENANCE SERVIC PO BOX 273191 HOUSTON TX 77277 CLEANING SERVICES 209518 SOCIAL SOLUTIONS GLOBAL INC 10801-2 N MOPAC EXPRESSWAY SUITE 40 AUSTIN TX 78759 CONSULTING SERVICES 147130 6 10009728 105821 10009728 TEXAS STATE REIMBURSEMENT 623990 818592 818592 PARENT REIMBURSEMENT 623990 154947 154947 973539 22747996 22747996 15050858 15050858 79367 0 79367 79367 79367 198027349 176803 176834741 63497 21192608 113306 21305914 113306 21192608 OTHER INCOME 900099 198025 198025 198025 70365427 1284870 0 59070829 75000 75000 2145200 2145200 1544035 1206424 252755 84856 17101781 13216619 2910900 974262 866521 707142 118854 40525 3394998 2770558 465667 158773 1345098 1078222 189794 77082 28976 28976 30500 30500 3941731 3941731 603665 544464 50322 8879 418180 30841 16822 370517 196663 163693 6932 26038 880583 635949 164303 80331 2395474 2012388 342061 41025 528422 389005 117326 22091 2219323 1977417 177546 64360 435795 291747 120680 23368 VEHICLES 291697 238041 32456 21200 IN-KIND 112860 112860 TRAINING 110192 56835 51274 2083 MISCELLANEOUS 99671 7728 71874 20069 166332 166332 38932697 27547273 9257105 2128319 13096570 245330 7870218 9684015 332617 83321 80050 68388 117975 68145394 15266436 46961181 52878958 449832777 463665349 124480072 213850964 75427766 27089271 717820293 767944529 2594180 2629683 2079549 2089829 4673729 4719512 X 684164857 734786139 28981707 28438878 713146564 763225017 717820293 767944529 31432730 18645723 0 X X 0 1 X 1 0 X 7080091 10986936 9833799 10919726 10009728 48830280 7080091 10986936 9833799 10919726 10009728 48830280 48830280 21699393 32648749 33520177 31872198 37878221 157618738 5962 2799 1082 513852 198025 721720 207170738 5798535 0.23570 0.25040 X METHODIST CHILDREN'S HOME (MCH) RECEIVES ITS INVESTMENT INCOME FROM AN ENDOWMENT MADE UP OF CONTRIBUTIONS, DONATIONS, GIFTS, AND BEQUESTS FROM MANY INDIVIDUALS THROUGHOUT THE EXISTENCE OF MCH. MCH RECEIVES MINERAL INTEREST INCOME FROM MINERAL RIGHTS RETAINED FROM PROPERTIES DONATED THROUGHOUT MCH'S HISTORY. THE MCH BOARD OF DIRECTORS GOVERNS AND MANAGES FOR THE BEST INTERESTS OF MCH. MCH MAINTAINS RELATIONSHIPS WITH METHODIST DENOMINATIONS AND CHRISTIAN FAITH ORGANIZATIONS THAT SUPPORT ITS MISSION AND SHARE ITS CORE VALUES. METHODIST DENOMINATIONS AND CHRISTIAN FAITH ORGANIZATIONS DO NOT HAVE FINANCIAL RESPONSIBILITY FOR MCH, EXCEPT TO AUTHORIZE AND ENCOURAGE SPECIAL OFFERINGS WITHIN LOCAL CONGREGATIONS TO SUPPORT THE MINISTRIES OF MCH. METHODIST DENOMINATIONS AND CHRISTIAN FAITH ORGANIZATIONS MAY SUPPORT MCH THROUGH INDIVIDUALS SERVING ON THE MCH BOARD OF DIRECTORS; HOWEVER, THE BOARD OF DIRECTORS GOVERNS AND MANAGES MCH INDEPENDENTLY. NO METHODIST DENOMINATION OR CHRISTIAN FAITH ORGANIZATIONS EXERCISE OWNERSHIP OR OPERATIONAL CONTROL OVER MCH. REGULAR COMMUNICATION AND ACCOUNTABILITY ARE PROVIDED BY MCH TO ITS SUPPORTERS, INCLUDING METHODIST DENOMINATIONS AND CHRISTIAN FAITH ORGANIZATIONS, THROUGH ANNUAL REPORTS, UPDATES AT REGIONAL AND LOCAL GATHERINGS, NEWS RELEASES, AND PUBLICATIONS SUCH AS THE SUNSHINE MAGAZINE. MCH ALSO ENCOURAGES TOURS OF ITS FACILITIES AND WELCOMES OPPORTUNITIES FOR MCH STAFF AND RESIDENTS TO SHARE THEIR EXPERIENCES AND MINISTRY IN LOCAL CHURCHES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 665741214 5030339 73945859 27783267 7295321 709638824 601807208 6407386 85140556 27613936 665741214 552177252 5400681 65875156 21645881 601807208 607170179 6578974 -37758967 23783674 29260 552177252 508286350 2898362 121222192 25236725 607170179 0.96000 0.01530 0.02470 0 0 2936394 2936394 42153166 6064610 36088556 18422629 6331880 12090749 2833737 1711541 1122196 1799468 1158405 641063 52878958 ALTERNATIVE INVESTMENTS 102407557 F VANGUARD INSTL INDEX FD SH BEN INT 59234842 F MINERAL RIGHTS 52208565 F 213850964 RIGHT-OF-USE LIABILITY 935523 GIFT ANNUITIES PAYABLE 1154306 2089829 X 85069419 18645723 18645723 66423696 3941731 3941731 70365427 34990966 0 34990966 3941731 3941731 38932697 PART V, LINE 4: ENDOWMENT FUNDS ARE HELD FOR THE CONTINUED SUPPORT OF THE ACTIVITIES OF THE ORGANIZATION. PART X, LINE 2: MCH IS A NONPROFIT CORPORATION, AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND IS EXEMPT FROM FEDERAL INCOME TAXES. MCH ADOPTED FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAX. THAT STANDARD PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY THAT A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. MCH'S FEDERAL EXEMPT ORGANIZATION RETURNS FOR THE YEARS ENDED JUNE 30, 2021, AND AFTER, ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. 1 UNBOUND NOW 4300 W WACO DR STE 2 BLDG B244 WACO TX 76707 894960264 501(C)(3) 75000 0 TO FURTHER THE ORGANIZATION'S PURPOSE 1 SCHOLARSHIPS 35 253862 DIRECT CLIENT SERVICES 1000 1891338 PART I, LINE 2: FOR ORGANIZATIONS, WE HAVE A BUDGET LINE ITEM FOR STRATEGIC COLLABORATIONS AND MONEY IS GIVEN TO LIKE-MISSIONED ORGANIZATIONS TO FURTHER MCH'S MISSION. THESE GO THROUGH A PROCESS ADMINISTERED BY THE PRESIDENT AND VP'S FOR APPROVAL. PART III: SCHOLARSHIPS ARE MADE TO FORMER MCH STUDENTS/CLIENTS. THIS INFORMATION AND AN APPLICATION COMPLETED BY APPLICANT IS USED BY SUBCOMMITTEE TO MAKE RECOMMENDATIONS. 1 X X X X 0 1 0 0 0 0 0 0 0 TREY OAKLEY PRESIDENT/CEO 278702 0 0 0 0 0 49998 0 14606 0 343306 0 0 0 JULIE MITCHELL VP FOR FINANCE/CFO 217901 0 0 0 0 0 44586 0 14197 0 276684 0 0 0 TRACI WAGNER VP FOR PROGRAMS 211014 0 0 0 0 0 37153 0 12097 0 260264 0 0 0 LYLE MASON VP FOR ADVANCEMENT 204711 0 0 0 0 0 41104 0 14197 0 260012 0 0 0 BROOKE DAVILLA VP FOR ORGANIZATIONAL EFFECTIVENESS 181475 0 0 0 0 0 36980 0 16756 0 235211 0 0 0 ELISE PINNEY TREATMENT DIRECTOR 132313 0 0 0 0 0 12175 0 10505 0 154993 0 0 0 TIM FEDRO SENIOR DIRECTOR FOR PROPERTY 131261 0 0 0 0 0 12002 0 10485 0 153748 0 0 0 PART I, LINE 4B THE FOLLOWING EXECUTIVES PARTICIPATED IN A SUPPLEMENTAL 457(F) DEFERRED COMPENSATION PLAN: BROOKE DAVILLA - $19,740.11 JULIE MITCHELL - $23,606.08 LON OAKLEY, III - $24,792.50 LYLE MASON - $21,749.02 TRACI WAGNER - $21,956.75 X 33905 COST X 11 2254 COST X GIFT CARDS AND TICKETS 154 36062 COST X TOYS 13 33600 COST 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED FIRST BY THE OFFICERS, THEN BY THE AUDIT COMMITTEE, AND THEN FINALLY BY THE BOARD OF DIRECTORS BEFORE SIGNING AND FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE REVIEWED ANNUALLY AT EXECUTIVE MEETINGS. ANY CONFLICTS OF INTEREST ARE ADDRESSED ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 15 CEO - COMPARABILITY DATA SUCH AS SALARY AND BENEFIT SURVEYS ARE DISTRIBUTED TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SETS THE SALARY FOR THE CEO. CFO - COMPARABILITY DATA SUCH AS SALARY AND BENEFIT SURVEYS ARE DISTRIBUTED THE BUDGET AND ORGANIZATIONAL EFFECTIVENESS COMMITTEE. THIS COMMITTEE APPROVES THE SALARIES OF THE OFFICERS SET BY THE CEO. OFFICERS - COMPARABILITY DATA SUCH AS SALARY AND BENEFIT SURVEYS ARE DISTRIBUTED THE BUDGET AND ORGANIZATIONAL EFFECTIVENESS COMMITTEE. THIS COMMITTEE APPROVES THE SALARIES OF THE OFFICERS SET BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. AUDITED FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. FORM 990, PART XII, LINE 2C: THE OVERSIGHT OF THE AUDIT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.