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Nonprofiteer
← UNITED METHODIST FAMILY SERVICES OF VIRGINIA

Form 990 for tax year 2022

Filed by UNITED METHODIST FAMILY SERVICES OF VIRGINIA.

Totals

Total revenue
$40,683,225
Total expenses
$21,821,975
Contributions and grants received
$3,887,151
Grants paid
$0
Program service revenue
$14,504,522
Investment income
$20,445,129
Other revenue
$1,846,423
Total assets, end of year
$70,413,983
Total liabilities, end of year
$16,185,876
Net assets or fund balances, end of year
$54,228,107
Program services expenses (Part IX)
$18,051,084
Management and general expenses
$3,254,966
Fundraising expenses
$515,925
Program service expenses (Part III)
$18,051,084

Program services were 82.7% 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)

    $1,735,555

  • 1f · All other contributions, gifts and grants

    $2,151,596

  • 1g · Noncash contributions included above

    $68,474

  • 2a · Program service revenue: TREATMENT FOSTER CARE

    total $6,807,169 · related or exempt $6,807,169

  • 2b · Program service revenue: RESIDENTIAL SERVICES

    total $6,520,261 · related or exempt $6,520,261

  • 2c · Program service revenue: OTHER SERVICES

    total $1,177,092 · related or exempt $1,177,092

  • 3 · Investment income

    total $766,720 · excluded $766,720

  • 6a · Gross rents

    real property $525,245

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $525,245

  • 6d · Net rental income or loss

    total $525,245 · excluded $525,245

  • 7a · Gross sales of assets other than inventory

    securities $59,785,304 · other assets $44,642,526

  • 7b · Less cost or other basis and sales expenses

    securities $59,654,582 · other assets $25,094,839

  • 7c · Gain or loss

    securities $130,722 · other assets $19,547,687

  • 7d · Net gain or loss

    total $19,678,409 · excluded $19,678,409

  • 11a · Other revenue: OTHER INCOME

    total $1,321,178 · excluded $1,321,178

  • 11e · Other revenue, total

    $1,321,178

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $534,527 · management and general $534,527

  • 7 · Other salaries and wages

    total $10,191,715 · program services $8,592,974 · management and general $1,308,883 · fundraising $289,858

  • 8 · Pension plan contributions

    total $478,549 · program services $402,144 · management and general $59,360 · fundraising $17,045

  • 9 · Other employee benefits

    total $1,818,058 · program services $1,469,997 · management and general $295,081 · fundraising $52,980

  • 10 · Payroll taxes

    total $781,939 · program services $633,380 · management and general $125,125 · fundraising $23,434

  • 11b · Fees: legal

    total $9,362 · program services $5,065 · management and general $4,297

  • 11c · Fees: accounting

    total $51,673 · program services $45,489 · management and general $5,310 · fundraising $874

  • 13 · Office expenses

    total $327,923 · program services $306,789 · management and general $19,198 · fundraising $1,936

  • 14 · Information technology

    total $259,244 · program services $193,522 · management and general $51,718 · fundraising $14,004

  • 16 · Occupancy

    total $1,440,701 · program services $1,086,472 · management and general $342,995 · fundraising $11,234

  • 17 · Travel

    total $125,636 · program services $105,541 · management and general $18,051 · fundraising $2,044

  • 22 · Depreciation, depletion and amortization

    total $918,459 · program services $822,150 · management and general $94,529 · fundraising $1,780

  • 23 · Insurance

    total $301,989 · program services $243,776 · management and general $55,093 · fundraising $3,120

  • 24a · Other expenses: PROGRAM SUPPORT

    total $3,130,577 · program services $3,018,450 · management and general $40,699 · fundraising $71,428

  • 24b · Other expenses: GUARDIAN PROGRAM SERVIC

    total $783,313 · program services $783,313

  • 24c · Other expenses: GENERAL & ADMININSTRATI

    total $439,121 · program services $169,394 · management and general $251,686 · fundraising $18,041

  • 24d · Other expenses: RECRUITMENT, EDUCATION

    total $206,591 · program services $172,628 · management and general $29,089 · fundraising $4,874

  • 24e · All other expenses

    total $22,598 · management and general $19,325 · fundraising $3,273

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,775,717 · end of year $262,389

  • 3 · Pledges and grants receivable

    beginning of year $4,019,522 · end of year $4,130,166

  • 9 · Prepaid expenses and deferred charges

    beginning of year $263,669 · end of year $612,197

  • 10a · Land, buildings and equipment: cost or other basis

    $36,703,741

  • 10b · Land, buildings and equipment: accumulated depreciation

    $9,432,018

  • 10c · Land, buildings and equipment, net

    beginning of year $18,056,557 · end of year $27,271,723

  • 11 · Investments: publicly traded securities

    beginning of year $19,181,878 · end of year $32,706,767

  • 12 · Investments: other securities

    beginning of year $2,776,902 · end of year $825,921

  • 15 · Other assets

    beginning of year $3,431,327 · end of year $4,604,820

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,255,103 · end of year $3,554,212

  • 19 · Deferred revenue

    beginning of year $6,332,429 · end of year $6,266,581

  • 23 · Secured mortgages and notes payable

    beginning of year $5,847,184 · end of year $5,687,801

  • 25 · Other liabilities

    beginning of year $442,773 · end of year $677,282

  • 27 · Net assets without donor restrictions

    beginning of year $34,239,918 · end of year $53,775,523

  • 28 · Net assets with donor restrictions

    beginning of year $388,165 · end of year $452,584

Mission and programs · 2022

Mission

FOR MORE THAN A CENTURY, UNITED METHODIST FAMILY SERVICES OF VIRGINIA HAS BEEN UNWAVERING CHAMPIONS FOR HIGH-RISK 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.

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.

  • UMFS' CHILD & FAMILY HEALING CENTER PROVIDES 24-HOUR INTENSIVE RESIDENTIAL TREATMENT IN A STAFF-SECURE, UNLOCKED 33 ACRE CAMPUS ENVIRONMENT. WE USE A FAMILY-FOCUSED AND TRAUMA-INFORMED APPROACH TO EMPOWER KIDS WITH THE TOOLS THEY NEED TO BE SUCCESSFUL ONCE THEY RETURN TO THE COMMUNITY.

    Expenses $8,997,364 · Revenue $6,520,261

  • TREATMENT FOSTER CARE COMBINES THE POSITIVE ASPECTS OF THE NURTURING AND THERAPEUTIC FAMILY ENVIRONMENT WITH ACTIVE AND STRUCTURED TREATMENT. SPECIALLY TRAINED TREATMENT FOSTER PARENTS PROVIDE STRUCTURE AND SUPPORT TO CHILDREN AND TEENAGERS WHO MAY HAVE SERIOUS LEVELS OF EMOTIONAL, BEHAVIORAL AND MEDICAL CHALLENGES AS A RESULT OF TRAUMA, ABUSE OR NEGLECT.

    Expenses $6,146,175 · Revenue $6,807,169

  • UMFS PROVIDES A RANGE OF ADOPTION SERVICES THAT RECOGNIZE THAT ADOPTION IS A LIFELONG PROCESS, CREATING A RELATIONSHIP BETWEEN A CHILD AND ADOPTIVE PARENTS. WE PAY SPECIAL ATTENTION TO THE COMPLEX CIRCUMSTANCES THAT GIVE RISE TO THE NEED FOR ADOPTION AND TO THE STRESSES AND ADJUSTMENT THAT ENSUE FOR ALL PARTIES IN THIS PROCESS.

    Expenses $797,448

  • ADDITIONAL SERVICES INCLUDE COMMUNITY-BASED FAMILY SUPPORT, CASE MANAGEMENT, MENTORING AND POST-ADOPTION SERVICES.

    Expenses $2,110,097 · Revenue $1,177,092

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • MARSHALL ROSS

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • COOKIE SCOTT

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • BRUCE WHITEHURST

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • KEITH HARE

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • JOHN S BRENNEKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • CHRIS HENDERSON

    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

  • JENNIE REYNOLDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • DAVID REID

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • NANCY CAMPOS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • JIM MALLORY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • VERNON GREEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • ANN HODGES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • NANCY TOSCANO PHD

    PRESIDENT/CEO & DIRECTOR

    Total calculated
    $350,863
    From this org
    $297,593
    From related orgs
    $0
    Other
    $53,270
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $277,093
    Bonus
    $0
    Other
    $20,500
    Deferred
    $14,382
    Nontaxable benefits
    $38,888
    Filer's total
    $350,863

  • MATT LISAGOR

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $204,040
    From this org
    $158,917
    From related orgs
    $0
    Other
    $45,123
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $158,917
    Bonus
    $0
    Other
    $0
    Deferred
    $10,248
    Nontaxable benefits
    $34,875
    Filer's total
    $204,040

  • ADALAY WILSON

    CHIEF PROGRAMS OFFICER

    Total calculated
    $159,529
    From this org
    $137,190
    From related orgs
    $0
    Other
    $22,339
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $137,190
    Bonus
    $0
    Other
    $0
    Deferred
    $8,484
    Nontaxable benefits
    $13,855
    Filer's total
    $159,529

  • DEBORAH BURTON

    VP OF COMMUNITY BASED SERV

    Total calculated
    $134,786
    From this org
    $118,014
    From related orgs
    $0
    Other
    $16,772
    Hours/week
    10 + 30 related

  • STEVE GEORGE

    IT DIRECTOR

    Total calculated
    $123,992
    From this org
    $104,545
    From related orgs
    $0
    Other
    $19,447
    Hours/week
    10 + 30 related

  • LINDSAY LANE

    VP OF STRATEGY & INNOVATION

    Total calculated
    $112,740
    From this org
    $106,169
    From related orgs
    $0
    Other
    $6,571
    Hours/week
    10 + 30 related

  • LAURA GIUNTA

    PROGRAM DIRECTOR

    Total calculated
    $129,577
    From this org
    $102,687
    From related orgs
    $0
    Other
    $26,890
    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)

PART I, LINE 3
THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND SETS THE COMPENSATION OF THE CEO. THE LAST FORMAL COMPENSATION STUDY WAS COMPLETED IN CALENDAR YEAR 2023.

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.

  • CHARTERHOUSE SCHOOLS INC

    501(C)(3) · EDUCATION · VA · controlled entity

    Directly controlled by UNITED METHODIST FAMILY SERVICES OF VIRGINIA

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • GUARDIAN PLACE CORPORATION

    C · HOLDING COMPANY · VA · 100% owned · share of income $82,623 · share of assets $399,943 · controlled entity

    Directly controlled by UNITED METHODIST FAMILY SERVICES OF VIRGINIA

Provenance

Return type
form_990
Tax year
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202441349349306414

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