Form 990 for tax year 2023
Filed by UNITED METHODIST FAMILY SERVICES OF VIRGINIA.
Totals
- Total revenue
- $24,872,013
- Total expenses
- $22,943,750
- Contributions and grants received
- $5,834,709
- Grants paid
- $0
- Program service revenue
- $15,436,034
- Investment income
- $1,654,167
- Other revenue
- $1,947,103
- Total assets, end of year
- $71,986,394
- Total liabilities, end of year
- $14,733,122
- Net assets or fund balances, end of year
- $57,253,272
- Program services expenses (Part IX)
- $18,701,699
- Management and general expenses
- $3,615,314
- Fundraising expenses
- $626,737
- Program service expenses (Part III)
- $18,701,699
Program services were 81.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$3,148,403
-
1f · All other contributions, gifts and grants
$2,686,306
-
1g · Noncash contributions included above
$71,127
-
2a · Program service revenue: TREATMENT FOSTER CARE
total $5,813,715 · related or exempt $5,813,715
-
2b · Program service revenue: RESIDENTIAL SERVICES
total $9,369,688 · related or exempt $9,369,688
-
2c · Program service revenue: OTHER SERVICES
total $252,631 · related or exempt $252,631
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $1,090,744 · excluded $1,090,744
-
6a · Gross rents
real property $559,207
-
6c · Rental income or loss
real property $559,207 · personal property $0
-
6d · Net rental income or loss
total $559,207 · excluded $559,207
-
7a · Gross sales of assets other than inventory
securities $21,296,456
-
7b · Less cost or other basis and sales expenses
securities $20,733,033
-
7c · Gain or loss
securities $563,423 · other assets $0
-
7d · Net gain or loss
total $563,423 · excluded $563,423
-
11a · Other revenue: OTHER INCOME
total $1,387,896 · excluded $1,387,896
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$1,387,896
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $592,390 · management and general $592,390
-
7 · Other salaries and wages
total $11,679,060 · program services $9,877,808 · management and general $1,404,385 · fundraising $396,867
-
8 · Pension plan contributions
total $518,257 · program services $457,286 · management and general $48,511 · fundraising $12,460
-
9 · Other employee benefits
total $1,933,428 · program services $1,680,295 · management and general $209,899 · fundraising $43,234
-
10 · Payroll taxes
total $867,701 · program services $728,476 · management and general $119,092 · fundraising $20,133
-
11b · Fees: legal
total $5,299 · management and general $5,299
-
11c · Fees: accounting
total $55,780 · program services $49,292 · management and general $5,420 · fundraising $1,068
-
11g · Fees: other
total $0 · program services $0 · management and general $0 · fundraising $0
-
13 · Office expenses
total $268,287 · program services $234,077 · management and general $33,252 · fundraising $958
-
14 · Information technology
total $308,978 · program services $233,457 · management and general $60,054 · fundraising $15,467
-
16 · Occupancy
total $1,389,558 · program services $1,132,030 · management and general $231,127 · fundraising $26,401
-
17 · Travel
total $293,744 · program services $268,654 · management and general $23,436 · fundraising $1,654
-
22 · Depreciation, depletion and amortization
total $1,095,646 · program services $754,506 · management and general $338,727 · fundraising $2,413
-
23 · Insurance
total $360,078 · program services $293,803 · management and general $62,391 · fundraising $3,884
-
24a · Other expenses: PROGRAM SUPPORT
total $2,895,243 · program services $2,653,326 · management and general $153,298 · fundraising $88,619
-
24b · Other expenses: GENERAL & ADMININSTRATI
total $318,291 · program services $110,759 · management and general $201,459 · fundraising $6,073
-
24c · Other expenses: RECRUITMENT, EDUCATION
total $318,055 · program services $227,930 · management and general $85,208 · fundraising $4,917
-
24d · Other expenses: OTHER
total $43,955 · management and general $41,366 · fundraising $2,589
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $262,389 · end of year $1,542,478
-
3 · Pledges and grants receivable
beginning of year $4,130,166 · end of year $3,962,805
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $612,197 · end of year $712,487
-
10a · Land, buildings and equipment: cost or other basis
$38,824,453
-
10b · Land, buildings and equipment: accumulated depreciation
$10,635,104
-
10c · Land, buildings and equipment, net
beginning of year $27,271,723 · end of year $28,189,349
-
11 · Investments: publicly traded securities
beginning of year $32,706,767 · end of year $32,323,904
-
12 · Investments: other securities
beginning of year $825,921 · end of year $837,742
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $4,604,820 · end of year $4,417,629
-
17 · Accounts payable and accrued expenses
beginning of year $3,554,212 · end of year $2,963,117
-
19 · Deferred revenue
beginning of year $6,266,581 · end of year $6,200,732
-
22 · Loans and payables to officers and key people
end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $5,687,801 · end of year $5,523,950
-
25 · Other liabilities
beginning of year $677,282 · end of year $45,323
-
27 · Net assets without donor restrictions
beginning of year $53,775,523 · end of year $56,415,530
-
28 · Net assets with donor restrictions
beginning of year $452,584 · end of year $837,742
Mission and programs · 2023
Mission
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.
Activities or mission (Part I)
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.
-
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.
Expenses $9,005,867 · Revenue $9,369,688
-
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.
Expenses $5,708,791 · Revenue $5,813,715
-
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.
Expenses $936,387
-
ADDITIONAL SERVICES INCLUDE COMMUNITY-BASED FAMILY SUPPORT, CASE MANAGEMENT, MENTORING AND POST-ADOPTION SERVICES.
Expenses $3,050,654 · Revenue $252,631
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
BRUCE WHITEHURST
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
COOKIE SCOTT
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
KEITH HARE
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
MARSHALL ROSS
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
NANCY TOSCANO PHD
PRESIDENT/CEO & DIRECTOR
- Total calculated
- $362,250
- From this org
- $306,464
- From related orgs
- $0
- Other
- $55,786
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $283,964
- Bonus
- $0
- Other
- $22,500
- Deferred
- $14,582
- Nontaxable benefits
- $41,204
- Filer's total
- $362,250
-
ANN HODGES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
BILL LEEDOM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
CAROLINE BROWDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
CHRIS HENDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
DAVID REID
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
JENNIE REYNOLDS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
JIM MALLORY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
JOHN S BRENNEKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
LINDA NABLO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Melvin Roy
Director
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
NANCY CAMPOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
TAYLOR WILLIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Vernon Green
Director (end 10/23)
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
MATT LISAGOR
CHIEF ADMINISTRATIVE OFFICER
- Total calculated
- $204,710
- From this org
- $157,674
- From related orgs
- $0
- Other
- $47,036
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $157,674
- Bonus
- $0
- Other
- $0
- Deferred
- $10,207
- Nontaxable benefits
- $36,829
- Filer's total
- $204,710
-
ADALAY WILSON
CHIEF PROGRAMS OFFICER
- Total calculated
- $156,244
- From this org
- $133,952
- From related orgs
- $0
- Other
- $22,292
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $133,952
- Bonus
- $0
- Other
- $0
- Deferred
- $8,267
- Nontaxable benefits
- $14,025
- Filer's total
- $156,244
-
BRIAN CHIZUK
VP of Residential Services
- Total calculated
- $167,983
- From this org
- $125,746
- From related orgs
- $0
- Other
- $42,237
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $125,746
- Bonus
- $0
- Other
- $0
- Deferred
- $6,171
- Nontaxable benefits
- $36,066
- Filer's total
- $167,983
-
DEBORAH BURTON
VP OF COMMUNITY BASED SERV
- Total calculated
- $134,636
- From this org
- $118,163
- From related orgs
- $0
- Other
- $16,473
- Hours/week
- 10 + 30 related
-
LINDSAY LANE
VP OF STRATEGY & INNOVATION
- Total calculated
- $113,292
- From this org
- $106,506
- From related orgs
- $0
- Other
- $6,786
- Hours/week
- 10 + 30 related
-
STEVE GEORGE
IT DIRECTOR
- Total calculated
- $121,647
- From this org
- $101,598
- From related orgs
- $0
- Other
- $20,049
- Hours/week
- 10 + 30 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- 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.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · EDUCATION · VA · controlled entity
Directly controlled by UNITED METHODIST FAMILY SERVICES OF VIRGINIA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 2 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521229349301307
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