2024-03-15T09:31:29-05:00 2023-06-30 420714325 RSM US LLP 30 S Wacker Drive Ste 3300 Chicago IL 60606 990 2022-07-01 362167940 Metropolitan Family Services METR 3129864000 11560 S Kedzie Avenue 200 Merrionette Park IL 60803 James Baldwin Chief Financial Officer 3129864000 2024-03-13 1 James Baldwin XXX-XX-XXXX 1 Rebekuh Eley P01247672 3126343400 2024-03-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Ricardo Estrada 11560 S Kedzie Avenue 200 Merrionette Park IL 60803 134727518 0 X www.metrofamily.org X 1857 IL Metropolitan Family Services' mission is to provide and mobilize the services needed to strengthen families and communities. 65 65 1783 1165 82034 70622 106699823 118746671 9865257 12770313 2586685 2255346 0 0 119151765 133772330 4149784 7684455 0 0 52865008 59494493 0 0 2773082 56244640 63873600 113259432 131052548 5892333 2719782 121918096 146730774 43510886 61198862 78407210 85531912 X Metropolitan Family Services' mission is to provide and mobilize the services needed to strengthen families and communities. 0 0 43356190 6006693 6930262 Emotional Wellness: We encourage healthy and productive lives. Through supportive, caring counseling, individuals and families in any phase of life are empowered to better handle life's challenges. Our mental health services provide psychiatric evaluation, case management and crisis intervention to help children and adults with chronic mental illness recover and be productive. We also offer assistance for older adults and their caregivers to meet the unique concerns of this stage of life. Compassionate violence prevention programs alleviate the impact of community or domestic violence. And specialized veterans' services help returning soldiers and their families reintegrate into civilian life and reconnect with one another.Number of Clients Served - 28,653 28507158 190706 1656263 Empowerment: We help families stand up and be heard.The Legal Aid Society provides a wide range of essential legal services to low-income families who, without us, would have no other access to legal help. We offer legal assistance for cases of domestic violence, family and elder law, and housing and consumer issues, and hold workshops to educate people of their rights in these areas. All Legal Aid Society clients have access to the full scope of counseling and other services offered by Metropolitan Family Services. In addition, Public Policy initiatives advocate for better laws and systems that are more responsive to the needs of low-income families.Number of Clients Served - 64,754 27884472 189570 1771461 Education: We prepare young people and parents for success.Our programs promote academic achievement and social and emotional development among children, youth and families to foster success in life. Helping parents, especially younger parents, prepare for the challenges of parenting ensures that children are cared for, nurtured and experience a future of promise and opportunity.Number of Clients Served - 13,512 14740857 1297486 2330293 Economic Stability: We support strong, self-sustaining families.Our programs offer support and education to economically challenged families so they may improve the quality of their work, lifestyle and finances. We help families prepare for, find and sustain stable jobs and housing, which is vital to long-term stability. Through specialized counseling services, our Employee Assistance Network helps employees remain productive and achieve balance between their work and personal lives.Number of Clients Served - 13,512 14740857 1297486 2330293 114488677 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 705 0 1 1783 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 65 65 1 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 IL X X James Baldwin CFO 3129864195 11560 S Kedzie Ave 2nd Floor Merrionette Park IL 60803 David S Tropp Chairman 0.50 0.50 X X 0 0 0 Erik D Barefield Vice Chairman 0.50 0.00 X X 0 0 0 Leslie M Smith Secretary 0.50 0.50 X X 0 0 0 Aysha Acibucu Board Member 0.50 0.00 X 0 0 0 Hubert Allen Board Member 0.50 0.00 X 0 0 0 Jerry Azumah Board Member 0.50 0.00 X 0 0 0 Debra Bogo-Ernst Board Member 0.50 0.00 X 0 0 0 Erica J Borggren Board Member 0.50 0.00 X 0 0 0 Erica F Canzona Board Member 0.50 0.00 X 0 0 0 Robert C Carr Board Member 0.50 0.00 X 0 0 0 Saadia Caudle Board Member 0.50 0.00 X 0 0 0 Piyush Chaudhari Board Member 0.50 0.00 X 0 0 0 Julie Chavez Board Member 0.50 0.00 X 0 0 0 Julia A Cloud Board Member 0.50 0.00 X 0 0 0 Merle Goldblatt Cohen Board Member 0.50 0.00 X 0 0 0 Jennifer Comparoni Board Member 0.50 0.00 X 0 0 0 Marcus L Cooper Board Member 0.50 0.00 X 0 0 0 Timothy S Crane Board Member 0.50 0.00 X 0 0 0 Tanya G Davis Board Member 0.50 0.00 X 0 0 0 Ashley Duchossois Joyce Board Member 0.50 0.50 X 0 0 0 Jason Dubinsky Board Member 0.50 0.00 X 0 0 0 Arne Duncan Board Member 0.50 0.00 X 0 0 0 Craig Esko Board Member 0.50 0.00 X 0 0 0 C Gary Gerst Board Member 0.50 0.00 X 0 0 0 C Graham Gerst Board Member 0.50 0.00 X 0 0 0 Steven Gilford Board Member 0.50 0.00 X 0 0 0 James V Gilliam Board Member 0.50 0.00 X 0 0 0 Stephen M Griesemer Board Member 0.50 0.00 X 0 0 0 Christy Harris Board Member 0.50 0.00 X 0 0 0 Wallace W Harris Jr Board Member 0.50 0.00 X 0 0 0 Daron Hines Board Member 0.50 0.00 X 0 0 0 Roger Hochschild Board Member 0.50 0.00 X 0 0 0 R Thomas Howell Jr Board Member 0.50 0.00 X 0 0 0 Tony W Hunter Board Member 0.50 0.00 X 0 0 0 John L MacCarthy Board Member 0.50 0.50 X 0 0 0 Aleck Matambo Board Member 0.50 0.00 X 0 0 0 Glenn Mazade Board Member 0.50 0.00 X 0 0 0 Jim McDonald Board Member 0.50 0.00 X 0 0 0 Katherine Ann Melman Board Member 0.50 0.00 X 0 0 0 Martha Whittemore Melman Board Member 0.50 0.00 X 0 0 0 Peyton Hall Owen Jr Board Member 0.50 0.00 X 0 0 0 Diana Palomar Board Member 0.50 0.00 X 0 0 0 Stephen R Patton Board Member 0.50 0.00 X 0 0 0 Virginia Johnson Pillman Board Member 0.50 0.00 X 0 0 0 Richard Price Board Member 0.50 0.00 X 0 0 0 Michelle Ramirez Board Member 0.50 0.00 X 0 0 0 Barbara Rapp Board Member 0.50 0.00 X 0 0 0 Allen A Rodriguez Board Member 0.50 0.00 X 0 0 0 Bryan Rozum Board Member 0.50 0.00 X 0 0 0 Audrey H Rubin JD Board Member 0.50 0.00 X 0 0 0 Sophia Ruffolo Board Member 0.50 0.00 X 0 0 0 Kathleen Kelly Rummel Board Member 0.50 0.00 X 0 0 0 Lisa Cohen Schenkman Board Member 0.50 0.00 X 0 0 0 Eileen P Scudder Board Member 0.50 0.00 X 0 0 0 Laurie Fetzer Shults Board Member 0.50 0.00 X 0 0 0 Scott W Simmons Board Member 0.50 0.00 X 0 0 0 Scott C Solberg Board Member 0.50 0.00 X 0 0 0 Byron O Spruell Board Member 0.50 0.00 X 0 0 0 Kecia Steelman Board Member 0.50 0.00 X 0 0 0 John R Storino Board Member 0.50 0.00 X 0 0 0 Michael A Vargas Jr Board Member 0.50 0.00 X 0 0 0 Kamiar Vossoughi Board Member 0.50 0.00 X 0 0 0 Matthew W Walch Board Member 0.50 0.00 X 0 0 0 Jonathan Webb Board Member 0.50 0.00 X 0 0 0 Debbie K Wright Board Member 0.50 0.00 X 0 0 0 Matthew Zimmer Board Member 0.50 0.00 X 0 0 0 Jared Veagosen Board Member 0.50 0.00 X 0 0 0 Ricardo Estrada President & CEO 39.00 3.00 X 342047 0 36750 James C Baldwin CFO, Treasurer 39.00 3.00 X 249950 0 7135 Rhonda McNeal Assistant Secretary 40.00 0.00 X 25038 0 583 Theresa Nihill Chief Operating Officer 39.50 2.50 X 221355 0 27757 Vaughn Bryant Director 40.00 0.00 X 225500 0 22152 Barbara West Stone Sr VP, External Affairs 40.00 0.00 X 200883 0 23875 Timothy Holper Chief Data Officer 40.00 0.00 X 184741 0 23506 Franchot B Givens Psychiatrist 40.00 0.00 X 182013 0 14273 Nicole Carlos VP, Program Development & Operations 40.00 0.00 X 149111 0 18727 1780638 0 174758 40 0 1 0 Outsource Partners International Inc 320 Park Ave 29th Fl New York NY 10022 Outsourcing 415256 Midwest Mechanical Services 26943 Network Place Chicago IL 60673 Building Maintenance 318421 FlexPrint LLC 2845 North Omaha Street Mesa AZ 85215 Printing Services 313847 GDI Integrated Facility Services 4952 W 128th Place Alsip IL 60803 Building Maintenance 307713 RSM US LLP 30 S Wacker Dr Ste 3300 Chicago IL 60606 Audit and Consulting Services 267876 36 1012515 1715923 21099386 84314800 10604047 180958 118746671 Emotional Wellness 900099 7012296 6930262 82034 Economic Stability 900099 2330293 2330293 Education 900099 1771461 1771461 Empowerment 900099 1656263 1656263 12770313 1087440 1087440 1929492 761586 1167906 1167906 1167906 193602 1715923 193602 0 133772330 12688279 82034 2255346 X 1327866 1327866 6356589 6356589 1017632 1017632 47060896 41327114 4486396 1247386 824838 640419 144166 40253 7004731 6123771 709746 171214 3586396 3160656 335436 90304 85942 85942 178664 178664 36000 36000 373124 373124 47637921 42599050 4327017 711854 221933 183236 10936 27761 3152709 2828805 256004 67900 2528993 1732014 744158 52821 4158216 3473406 417537 267273 228466 205435 18253 4778 499158 342969 156189 605217 492309 92903 20005 1059018 959791 86327 12900 Program Expense 1944538 1944538 Food 715706 715706 Recruiting 175847 175847 UBIT Expense 20937 20937 251211 75003 117575 58633 131052548 114488677 13790789 2773082 6210384 8599942 6009582 6724144 17746640 24380999 798712 1351677 2212849 2212849 1071288 1448294 46884795 15194567 25970809 31690228 42253291 44259013 19644541 26063628 121918096 146730774 10825997 13085600 4493687 6336353 12700000 12700000 13992 14927 10317128 10368457 2500000 8500000 2660082 10193525 43510886 61198862 X 35242394 40136834 43164816 45395078 78407210 85531912 121918096 146730774 X 2719782 2448715 1956205 X 0 1 X 1 1 1 X 48984267 76790495 81834653 106699823 118746671 433055909 48984267 76790495 81834653 106699823 118746671 433055909 433055909 1936816 1391634 1461423 2115327 1087440 7992640 0 96673 62434 68991 70622 298720 441347269 51497165 0.98120 0.97730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36000 36000 130618705 130654705 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 36000 36000 18000 36000 126000 250000 250000 250000 250000 1000000 1500000 0 1 X 40106192 2415346 817320 41704218 46432316 -5508804 817320 40106192 39009549 8240087 817320 46432316 40385912 -559043 817320 39009549 40209614 19900 915208 758810 40385912 0.54710 0.45290 1 0 6147926 6147926 34617236 11437985 23179251 2327872 1656092 671780 3791761 2100490 1691271 31690228 Beneficial Interest in Irrevocable Trusts 17231042 Operating Lease Assets 8783328 Accrued Pension Asset 49258 26063628 Interest Rate Swap 945488 Operating Lease Liabilities 9248037 10193525 X 140083713 2448715 4235792 6684507 133399206 373124 373124 133772330 134915216 4235792 4235792 130679424 373124 373124 131052548 Part IV, Line 2b: The Organization holds funds on behalf of certain clients to cover their third-party obligations. Part V, Line 4: The intended use of the Organization's endowment fund is to support the programs of the Agency. Part X, Line 2: The Agency is exempt from income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code and applicable state law. The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Agency may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Agency and various positions related to the potential sources of unrelated business taxable income (UBIT). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities for the reporting periods presented in the financial statements. The Agency files Form 990 in the U.S. federal jurisdiction and the state of Illinois. Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Investments 510479 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Program Services Self-Insurance Funding 269132 0 0 0 0 0 0 779611 0 779611 0 0 1 0 0 0 Part III Accounting Method: Holiday Celebration 1322325 1161856 160469 61822 94006 2623 2018 LAS Dinner 587200 554067 33133 1100 5185 24460 2388 1909525 1715923 193602 62922 99191 27083 2018 2388 193602 0 1 Metropolitan Family Services DuPage 222 E Willow Avenue Wheaton IL 60187 362167061 501(c)(3) 861400 0 General Operating Support Family Shelter Service 605 E Roosevelt Road Wheaton IL 60187 362883552 501(c)(3) 466466 0 General Operating Support 2 0 After School Activity 28 56232 Food/Furniture/Clothing/Funeral 235 256610 Medical 293 295933 Monetary Assistance 74 33650 Rent 1009 2372021 Stipend 9091 3079283 Utilities - Electricity/Gas/Water/Phone 730 262860 Part I, Line 2: Metropolitan Family services provides financial assistance to active clients if it appears that a temporary limited infusion of funds will clearly help to maintain, establish or re-establish family stability. Categories of assistance include: food, shelter, utility expenses, transportation, clothing, and medical needs. During fiscal year 2023, the agency provided $6,356,589 of such assistance to clients. X X X 0 0 0 0 0 0 0 0 0 Ricardo Estrada President & CEO 342047 0 0 0 0 0 10610 0 26140 0 378797 0 0 0 James C Baldwin CFO, Treasurer 249950 0 0 0 0 0 6972 0 163 0 257085 0 0 0 Theresa Nihill Chief Operating Officer 221355 0 0 0 0 0 6922 0 20835 0 249112 0 0 0 Vaughn Bryant Director 225500 0 0 0 0 0 5199 0 16953 0 247652 0 0 0 Barbara West Stone Sr VP, External Affairs 200883 0 0 0 0 0 6216 0 17659 0 224758 0 0 0 Timothy Holper Chief Data Officer 184741 0 0 0 0 0 4394 0 19112 0 208247 0 0 0 Franchot B Givens Psychiatrist 182013 0 0 0 0 0 5793 0 8480 0 196286 0 0 0 Nicole Carlos VP, Program Development & Operations 149111 0 0 0 0 0 4641 0 14086 0 167838 0 0 0 X 9 180958 Fair Market Value 0 0 0 0 Part I, Column (b): There were 9 security contributions, totaling 1,349 units of stock. Form 990, Part VI, Section A, line 2 Lisa Cohen Schenkman and Merle Goldblatt Cohen have a family relationship. C. Gary Gerst and C. Graham Gerst have a family relationship. Katherine Ann Melman and Martha Whittemore Melman have a family relationship. Form 990, Part VI, Section A, line 6 Metropolitan Family Services has two classes of members: direct members, who shall be the members from time to time of the Board of Directors of the Corporation; and advisory board members, who shall be persons interested in the work of the Corporation and elected to membership by the members of the Board of Directors. Form 990, Part VI, Section A, line 7a The Board of Directors shall be occupied by members of the Corporation, as elected by the existing Board of Directors. Form 990, Part VI, Section B, line 11b The Form 990 is reviewed by the Board Audit Committee. The Committee obtains confirmation that the independent accountants have reviewed the Form 990 and that they have concluded that it was prepared in accordance with applicable laws and regulations. A copy of the Form 990 is provided to the Board before filing with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c The Agency distributes the conflict of interest policy once a year to all board members and to all employees in leadership positions. Along with the policy each person receives a questionnaire that they must complete. The questionnaire is designed to identify any possible conflict of interest situations that may exist. Each person receiving the questionnaire must confirm that they have received a copy of the policy, read and understand the policy, completed all questions in the questionnaire, and agree to continually comply with the policy. Members and leaders have the expectation to report any potential conflict of interest transaction before it occurs during the year. Members do recuse themselves from voting if a conflict of interest is present. The audit committee reviews a summary of the responses to the questionnaires and follows up as needed. Form 990, Part VI, Section B, line 15 The board appoints a compensation committee whose responsibility it is to set compensation for the President & CEO and those employees reporting to the President & CEO. The committee uses benchmark data to set salary levels. Minutes of the committee's meetings are maintained and approved. Form 990, Part VI, Section C, line 19 The Agency's financial statements are made available to the public via the Agency's website. Governing documents and the conflict of interest policy are made available to the public upon request. Documents are provided within the same period of disclosure as Section 6104(d) describes. Form 990, Part IX, line 11g Sub Contractors: Program service expenses 39,247,138. Management and general expenses 2,924,117. Fundraising expenses 547,900. Total expenses 42,719,155. Professional Fees: Program service expenses 1,518,027. Management and general expenses 1,247,802. Fundraising expenses 163,755. Total expenses 2,929,584. Psychiatric Consultation: Program service expenses 492,542. Management and general expenses 0. Fundraising expenses 0. Total expenses 492,542. Staff Development: Program service expenses 310,132. Management and general expenses 36,391. Fundraising expenses 199. Total expenses 346,722. Other Fees: Program service expenses 1,031,211. Management and general expenses 118,707. Fundraising expenses 0. Total expenses 1,149,918. Form 990, Part XI, line 9: Change in Market Value of Swaps 777,918. Pension Adjustment 647,890. Transfer of I GROW Assets -2,748,440. Howard Area Community Center Assets Acquired 3,278,837. Form 5471: The shareholders of Columbus Insurance, Ltd. meet Form 5471 Category 3 and 5 filing requirements because of IRC Section 953(c). None of the shareholders meet the 10% ownership requirements stated in the instructions for Form 5471 Schedule B. Accordingly, no shareholder list is required per the instructions. Metropolitan Family Services DuPage 222 East Willow Ave Wheaton IL 60187 362167061 Counseling IL 501(c)(3) Line 7 Metropolitan Family Services 1 Family Shelter Service Inc 605 E Roosevelt Road Wheaton IL 60187 362883552 Counseling IL 501(c)(3) Line 12a, I Metropolitan Family Services 1 I Grow Chicago NFP 415 E North Water St Ste 2503 Chicago IL 60611 461200279 Community Development IL 501(c)(3) Line 7 Metropolitan Family Services 1 Howard Area Community Center 7648 North Paulina Chicago IL 60626 363008606 Community Development IL 501(c)(3) Line 7 Metropolitan Family Services 1 Perpetual Trusts (1) Charitable Trust IL Metropolitan Family Services T 1 Family Counseling Service of Evanston and Skokie Valley Counseling IL Metropolitan Family Services C 1 Metropolitan Family Services Southwest Counseling IL Metropolitan Family Services C 1 The Legal Aid Society of Chicago Counseling IL Metropolitan Family Services C 1 0 1 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 Family Shelter Service Inc C 3860162 Cash Metropolitan Family Services DuPage C 17239224 Cash Family Shelter Service Inc B 466466 Cash Metropolitan Family Services DuPage B 861400 Cash