Methodist Services FY2021 filing

Tax-deductible

Philadelphia, PA501(c)(3)Since 2003Human ServicesEIN 56-2311719Revenue $8.2M in FY2021

On file with the IRSmethodistservices.org4300 Monument Rd, 19131-1616 · Philadelphia, PATax-exempt since Jan 2004Publicly supported charity — 170(b)(1)(A)(vi)

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The mission of the corporation shall be to provide life enriching Services to children, adults and families as they face the challenges of limited resources, increased poverty and homelessness, disability and deficits in education and behavioral health Services.the corporation shall DO so through cooperative and coordinated efforts with Methodist home for children (mhc), a pennsylvania nonprofit corporation, and other mhc subsidiaries as part of the system of corporations controlled by mhc (together to be called herein the "mhc system").

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
$151K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 6
filings with a surplus
Average deficit $396K a year · 4% of revenue · last 6 filings
Concern: a surplus in 1 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$151K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Fine: 2.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $440K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$6.7M
104% of total assets
Concern: liabilities are 104% of assets; over 80%.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$8.2M
-3% vs prior year
Spent
$8.4M
To programs
89%
Net assets
−$248K
By yearFY2020–FY2025
Revenue
$8.2M
FY2021▼ -3%
Tap a bar for its year
Revenue by fiscal year
FY2020$8.4M
FY2021$8.2M
FY2022$9.5M
FY2023$9.7M
FY2024$10.5M
FY2025$11.3M
Expenses
$8.4M
FY2021▼ -7%
Tap a bar for its year
Expenses by fiscal year
FY2020$9.0M
FY2021$8.4M
FY2022$8.7M
FY2023$10.4M
FY2024$11.5M
FY2025$12.0M
Net assets
−$248K
FY2021▼ -207%
Tap a bar for its year
Net assets by fiscal year
FY2020−$81K
FY2021−$248K
FY2022$566K
FY2023$1.3M
FY2024$325K
FY2025−$417K

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 2004.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $7.4M Management & general 11% · $934K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990; $151K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
SR. VP & Executive Director
$150,859Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Beth Abrams’s $134K as Assoc. VP of Operations is at the 13th percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Kathrine Martin$47,157$200,947$179,940$156,539$150,859$145,669
Beth Abrams$134,373—————
Heather Stutz$100,898—$101,377———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers social and residential services for children, families, and individuals.

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Provided by the organization

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3 programs · $7.4M · in their own filed words · FY2020
01

Supportive Housing

Methodist services provides housing case management and life skills training to residents and their children residing in monument village, fairway commons and inglis methodist gardens. In addition, methodist services provides services to homeless adult individuals, through its bridgehouse, quads and fresh start programs, by providing…

$4.0Mprogram expense
02

Early childhood education, school aged education and family support services: head start and PHL pre-k- are early childhood programs for children ages 3-5 years old, designed to promote academic, social and physical development, while supporting families to fulfill their parental goals.

$2.6Mprogram expense
03

Community Counseling Services (ccs)

CCS provides outpatient mental health treatment to northampton county and the surrounding areas. We provide individual, family and group outpatient counseling and psychiatric services. The mission of CCS is to ensure that clients have the necessary social, emotional, psychological, educational and spiritual support to achieve their…

$734Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$440K
Grants paid · 1 grant · $296K · 2019–2019

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$8.2M
Ln 12
Gifts and grantsLn 1h$6.8M
Fees for servicesLn 2g$1.3M
Other incomeLn 4–11$82K
Money outPt IX
$8.4M
Ln 25
Programscol B$7.4M
Managementcol C$934K
Owns and owesPt X
−$248K
net assets · Ln 32
Cash and savingsLn 1–2$2.0M
Total assetsLn 16$6.4M
LiabilitiesLn 26$6.7M
PeoplePt VI, VII
13
listed · VII A
PaidVII A1
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6.8M
Government grantsLn 1e$5.3M
Noncash giftsLn 1g$25K
Fundraising eventsLn 1c$79K
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$102
Other incomeLn 4–11$82K
Total revenueLn 12$8.2M
Assets in detailPt X, end of year
CashLn 1$2.0M
SavingsLn 2$5K
Cash and savings togetherLn 1–2$2.0M
Land, buildings, equipmentLn 10c$135K
Other assetsLn 15$3.1M
Total assetsLn 16$6.4M
LiabilitiesLn 26$6.7M
Net assetsLn 32−$248K
OperationsPt I, VI
EmployeesI 5181
VolunteersI 6136
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$222K$2.0M
Land, buildings, equipmentLn 10c$195K$135K
Total assetsLn 16$4.4M$6.4M
LiabilitiesLn 26$4.5M$6.7M
Net assetsLn 32−$81K−$248K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$188K$103K$84K
Other salaries and wagesLn 7$3.3M$3.1M$239K
Pension plan contributionsLn 8$56K$55K$983
Other employee benefitsLn 9$670K$610K$60K
Payroll taxesLn 10$266K$240K$25K
Legal feesLn 11b$3K$2K$800
Accounting feesLn 11c$88K$62K$25K
Other fees for servicesLn 11g$444K$317K$128K
Advertising and promotionLn 12$540$180$360
Office expensesLn 13$84K$75K$9K
Information technologyLn 14$141K$101K$40K
OccupancyLn 16$1.9M$1.6M$246K
TravelLn 17$7K$7K$71
Conferences, conventions and meetingsLn 19$13K$9K$5K
InterestLn 20$32K$32K
Depreciation, depletion and amortizationLn 22$60K$60K
InsuranceLn 23$151K$144K$6K
Other expenses (24a–d)Ln 24$784K$720K$64K
All other expensesLn 24e$169K$169K
Total functional expensesLn 25$8.4M$7.4M$934K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $11.3M$12.0M−$784K−$417K 990 PDF
FY2024 $10.5M$11.5M−$984K$325K 990 PDF
FY2023 $9.7M$10.4M−$693K$1.3M 990 PDF
FY2022 $9.5M$8.7M$815K$566K 990 PDF
FY2021 Viewing $8.2M$8.4M−$168K−$248K 990 PDF
FY2020 $8.4M$9.0M−$563K−$81K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $8,201,860 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $7,646,422$6,813,618
I-9 Program service revenuePrior year $802,075$1,306,318
I-10 Investment incomePrior year $2,205$102
I-11 Other revenuePrior year −$9,605$81,822
I-12 Total revenuePrior year $8,441,097$8,201,860
I-13 Grants and similar amounts paidPrior year $296,162$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $4,741,546$4,512,395
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,966,409$3,857,004
I-18 Total expensesPrior year $9,004,117$8,369,399
I-19 Revenue less expensesPrior year −$563,020−$167,539
Part VI · Governance 10 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $8,201,860 across 11 lines filed
Lines not itemized here account for $4,086 of total revenue; see the IRS return.
VIII-1c Fundraising events$79,449
VIII-1d Related organizations$1,231,290
VIII-1e Government grants$5,349,555
VIII-1f All other contributions, gifts and grants$153,324
VIII-1g Noncash contributions (included above)$24,965
VIII-1h Total contributions, gifts and grants$6,813,618
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,306,318$1,306,318
VIII-3 Investment incomeExcluded from tax $102$102
VIII-8 Net income from fundraising eventsExcluded from tax −$12,221−$12,221
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $89,957$89,957
VIII-12 Total revenueRelated to mission $1,306,318 · Unrelated business $0 · Excluded from tax $81,924$8,201,860
Part IX · Statement of functional expenses $8,369,399 across 19 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $103,196 · Management $84,433$187,629
IX-7 Other salaries and wagesPrograms $3,094,305 · Management $239,127$3,333,432
IX-8 Pension plan contributionsPrograms $54,820 · Management $983$55,803
IX-9 Other employee benefitsPrograms $610,157 · Management $59,802$669,959
IX-10 Payroll taxesPrograms $240,449 · Management $25,123$265,572
IX-11b Legal feesPrograms $1,987 · Management $800$2,787
IX-11c Accounting feesPrograms $62,396 · Management $25,124$87,520
IX-11g Other fees for servicesPrograms $316,816 · Management $127,570$444,386
IX-12 Advertising and promotionPrograms $180 · Management $360$540
IX-13 Office expensesPrograms $75,349 · Management $8,680$84,029
IX-14 Information technologyPrograms $100,536 · Management $40,482$141,018
IX-16 OccupancyPrograms $1,633,733 · Management $246,209$1,879,942
IX-17 TravelPrograms $6,901 · Management $71$6,972
IX-19 Conferences, conventions and meetingsPrograms $8,584 · Management $4,666$13,250
IX-20 InterestPrograms $32,184$32,184
IX-22 Depreciation, depletion and amortizationPrograms $59,916$59,916
IX-23 InsurancePrograms $144,487 · Management $6,164$150,651
IX-24 Other expenses (24a–d)Programs $720,089 · Management $64,408$784,497
IX-24e All other expensesPrograms $169,312$169,312
IX-25 Total functional expensesPrograms $7,435,397 · Management $934,002 · Fundraising $0$8,369,399
Part X · Balance sheet $6,407,252 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $219,540$2,011,032
X-2 Savings and temporary cash investmentsStart of year $2,712$5,232
X-3 Pledges and grants receivableStart of year $413,828$830,747
X-4 Accounts receivableStart of year $439,737$254,910
X-9 Prepaid expenses and deferred chargesStart of year $82,675$83,541
X-10c Land, buildings and equipment, netStart of year $194,516$134,599
X-15 Other assetsStart of year $3,072,129$3,087,191
X-16 Total assetsStart of year $4,425,137$6,407,252
X-17 Accounts payable and accrued expensesStart of year $324,933$384,479
X-19 Deferred revenueStart of year $73,579$70,366
X-25 Other liabilitiesStart of year $2,408,298$3,755,819
X-26 Total liabilitiesStart of year $4,506,055$6,655,709
X-27 Net assets without donor restrictionsStart of year −$80,918−$258,457
X-28 Net assets with donor restrictions$10,000
X-32 Total net assets or fund balancesStart of year −$80,918−$248,457
X-33 Total liabilities and net assetsStart of year $4,425,137$6,407,252
Part XI · Reconciliation of net assets −$248,457 net assets at year end
XI-1 Total revenue$8,201,860
XI-2 Total expenses$8,369,399
XI-3 Revenue less expenses−$167,539
XI-4 Net assets at start of year−$80,918
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$248,457

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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