2014-02-13T08:26:06-06:00 2013-06-30 752393478 WHITLEY PENN LLP 8343 DOUGLAS AVENUE STE 400 DALLAS TX 75225 990 2012-07-01 741323914 MEDINA CHILDREN'S HOME MEDI 8305892871 21300 STATE HIGHWAY 16 NORTH MEDINA TX 78055 TROY ROBERTSON 8305892871 2014-02-11 1 CURTIS MAXFIELD P00445178 2143939300 2012 2015-11-30 17:44:51Z TROY ROBERTSON 21300 STATE HIGHWAY 16 NORTH MEDINA TX 78055 9200001 0 X WWW.ARMSOFHOPE.ORG X 1958 TX OPERATING AND MAINTAINING A CHRISTIAN HOME FOR THE CARE OF CHILDREN. 12 12 0 500 0 0 7319250 4176207 86661 72142 875834 858457 -146093 30517 8135652 5137323 3500 0 0 0 3601368 1956750 0 0 313762 3238167 2211181 6843035 4167931 1292617 969392 30030374 30970433 2268397 1634172 27761977 29336261 OPERATING AND MAINTAINING A CHRISTIAN HOME FOR THE CARE OF CHILDREN. 0 0 3504753 79420 OPERATING AND MAINTAINING A CHRISTIAN HOME FOR THE CARE OF CHILDREN. 3504753 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 X 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 12 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X SCOTT STUMBO 8305892871 21300 STATE HIGHWAY 16 NORTH MEDINA TX 78055 X KEVIN MCDONALD 1.00 1.00 X 0 0 0 BRUCE BARNARD 1.00 1.00 X X 0 0 0 KEN BAKER 1.00 1.00 X X 0 0 0 JANA WOELFEL 1.00 1.00 X X 0 0 0 CURTIS BEDRICH 1.00 1.00 X X 0 0 0 JERRY BROWDER 1.00 1.00 X 0 0 0 MIKE CALVERT 1.00 1.00 X 0 0 0 JERRY S COX 1.00 1.00 X X 0 0 0 DON CRISP 1.00 1.00 X 0 0 0 SCOT FOITH 1.00 1.00 X 0 0 0 RANDY NICHOLSON 1.00 1.00 X 0 0 0 DR TOM WINKLER 1.00 1.00 X 0 0 0 SCOTT STUMBO 40.00 40.00 X 0 113528 0 TROY ROBERTSON 40.00 40.00 X 0 94120 0 DONALD K STOCKSTILL 40.00 40.00 X 0 47269 0 NATHALIE MCDONALD 40.00 40.00 X 0 68765 0 RICHARD BROWN 40.00 40.00 X 0 105938 0 EDGAR BRAZELL 40.00 40.00 X 0 142650 0 0 572270 0 0 0 0 0 MORGAN STANLEY 600 TRAVIS STREET SUITE 3700 HOUSTON TX 77002 INVESTMENT BROKERAGE SERVICE 177748 SIDES TRIPLE S SERVICES LLC PINE TREE RD MEDINA TX 78055 ROAD CONTRACTOR 156314 2 4176207 2204478 4176207 AGENCY SUPPORT 624100 72142 72142 72142 549537 549537 23239 23239 4352598 19000 4046936 15742 305662 3258 308920 308920 MISCELLANEOUS INCOME 900099 7278 7278 7278 5137323 79420 0 881696 178846 159056 3942 15848 1388236 1234622 30597 123017 43532 39021 1678 2833 221309 197482 3044 20783 124827 114016 2802 8009 6725 5380 1345 177466 177466 7500 7473 7 20 867 837 30 125635 116349 4443 4843 19732 19497 135 100 387214 387458 81 -325 49861 30896 3 18962 2019 2019 460576 460576 117515 111786 3757 1972 AUTO EXPENSE 316993 199697 10 117286 FOOD AND HOUSEHOLD EXPE 156206 156120 86 ALLOWANCES AND ACTIVITI 139283 139216 50 17 MEDICAL EXPENSE 81588 81241 10 337 162001 42011 119930 60 4167931 3504753 349416 313762 967009 3624644 2904954 1539556 86855 83228 55645 39589 146372 7317 12797541 5730299 7245248 7067242 17414626 17160829 1209665 1448028 30030374 30970433 451013 102845 1817384 1531327 2268397 1634172 X 26666327 28859291 510000 380706 585650 96264 27761977 29336261 30030374 30970433 X 969392 408041 196851 X X 0 1 X 1 0 X 3151932 9474203 8132686 7321550 4176207 32256578 3151932 9474203 8132686 7321550 4176207 32256578 6946375 25310203 254797 309450 439528 678549 572776 2255100 -107789 89941 -199663 -120097 253395 -84213 34427465 0.73520 0.71410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18471659 2613312 1502711 4400598 173671 18013413 16400380 4376195 -183733 1933501 187682 18471659 11896623 1287401 3448741 137271 95114 16400380 10930947 947990 17686 11896623 14629359 330022 -2920717 1107717 10930947 0.89600 0.05000 0.05400 0 0 1261528 1261528 8829017 3463437 5365580 1148817 965136 183681 1558179 1301726 256453 7067242 CHARITABLE GIFT ANNUITIES 825423 DEFERRED COMPENSATION 258150 LIABILITY UNDER UNITRUST 447754 1531327 X DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUND IS A RESERVE FUND TO SECURE THE CONTINUAL OPERATIONS OF THE HOME. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION FOLLOWS THE GUIDANCE UNDER FASB ASC TOPIC NO. 740, INCOME TAXES, WHICH PRESCRIBES A COMPREHENSIVE MODEL FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, PRESENTATION, AND DISCLOSURE OF UNCERTAIN INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS. MANAGEMENT BELIEVES THAT IT HAS NOT TAKEN A TAX POSITION THAT, IF CHALLENGED, WOULD HAVE A MATERIAL EFFECT ON THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION FILES FORM 990 IN THE UNITED STATES FEDERAL JURISDICTION WITHIN THE UNITED STATES AND NO TAX RETURNS ARE CURRENTLY UNDER EXAMINATION BY ANY TAX AUTHORITIES. MANAGEMENT BELIEVES THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010. X 2126434 SALES REVENUE X 5 58359 MARKET PRICE X 2 19155 MARKET PRICE X MISCELLANEOUS 2 530 MARKET PRICE 0 0 0 FORM 990, PART V, LINE 1A: ARMS OF HOPE (EIN: 51-0416193), A RELATED ENTITY, PAID THE COMPENSATION FOR INDEPENDENT CONTRACTORS OF MEDINA CHILDREN'S HOME, INC. AND WAS REIMBURSED BY MEDINA CHILDREN'S HOME, INC. FOR THE EXPENSE. AS SUCH, ARMS OF HOPE FILED THE NECESSARY 1099S UNDER ITS NAME AND EIN, BUT THE COMPENSATION IS REPORTED ON THIS FORM 990. FORM 990, PART V, LINE 2A AND 2B: ARMS OF HOPE (EIN: 51-0416193), A RELATED ENTITY, PAID THE SALARIES OF EMPLOYEES OF MEDINA CHILDREN'S HOME, INC. AND WAS REIMBURSED BY MEDINA CHILDREN'S HOME, INC. FOR THE EXPENSES. AS SUCH, ARMS OF HOPE FILED THE NECESSARY W-2S AND W-3 UNDER ITS NAME AND EIN, BUT THE SALARIES ARE REPORTED ON THIS FORM 990. FORM 990, PART VI, SECTION A, LINE 2 KEVIN MCDONALD (DIRECTOR) AND NATHALIE MCDONALD (CHIEF DEVELOPMENT OFFICER) ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11 A PRELIMINARY DRAFT OF THE FORM 990 AND RELATED SCHEDULES WAS REVIEWED BY THE CEO, CHAIRMAN OF THE BOARD, AND CHAIRMAN OF THE AUDIT COMMITTEE. THE REMAINING CURRENT BOARD MEMBERS RECEIVED A COPY FOR REVIEW PRIOR TO THE FILING OF THE COMPLETED FORM 990 AND RELATED SCHEDULES. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS USED AN INDEPENDENT COMPENSATION CONSULTANT AND COMPARABLE COMPENSATION FROM SIMILAR ORGANIZATIONS TO DETERMINE THE SALARY OF TROY ROBERTSON, PRESIDENT & CEO AS WELL AS DONALD STOCKSTILL, PRIOR PRESIDENT & CEO. THE SALARY ARRANGEMENT WAS APPROVED BY THE BOARD OF DIRECTORS AND DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND AUDITED FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AT ITS OFFICE UPON REQUEST. FORM 990, PART VII TROY ROBERTSON IS EMPLOYED AS PRESIDENT AND CEO FOR ARMS OF HOPE, MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME, AND BOLES CHILDREN'S HOME REALTY COMPANY. DONALD STOCKSTILL WAS EMPLOYED AS PRESIDENT AND CEO, BUT RESIGNED IN FEBRUARY 2013. THIS BROAD ORGANIZATION ENCOMPASSES TWO DISTINCT CAMPUSES WITH OUTREACH OPERATIONS THROUGHOUT THE STATE OF TEXAS, INCLUDING DALLAS AND SAN ANTONIO. IN HIS ROLE AS PRESIDENT AND CEO OF THESE ORGANIZATIONS, TROY ROBERTSON SPLIT HIS TIME EQUALLY BETWEEN MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME AND ARMS OF HOPE. HOWEVER, ALL OF HIS COMPENSATION IS PAID FROM ARMS OF HOPE. SCOTT STUMBO AND NATHALIE MCDONALD ARE EMPLOYED AS CHIEF FINANCIAL OFFICER AND CHIEF DEVELOPMENT OFFICER, RESPECTIVELY. THESE OFFICERS PROVIDE SERVICES FOR ARMS OF HOPE, MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME, AND BOLES CHILDREN'S HOME REALTY COMPANY. THE OFFICERS SPLIT THEIR TIME EQUALLY BETWEEN MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME AND ARMS OF HOPE. HOWEVER, ALL OF THEIR COMPENSATION IS PAID FROM ARMS OF HOPE. ARMS OF HOPE'S BOARD OVERSEES/DIRECTS THE BOARDS OF MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME, AND BOLES CHILDREN'S HOME REALTY CORP. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 253,395. TRANSFER TO ARMS OF HOPE -56,544. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT MAKE ANY CHANGES TO ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. ARMS OF HOPE, A TAX-EXEMPT ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, SUPPORTS MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME AND BOLES CHILDREN'S HOME REALTY CORP IN THE FORM OF PROVIDING GOVERNANCE AND LEADERSHIP THROUGH ITS RELATIONSHIP AS THE SOLE MEMBER OF BOTH MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME AND BOLES CHILDREN'S HOME REALTY CORP. AS SOLE MEMBER, ARMS OF HOPE HAS GOVERNANCE POWERS OVER BOTH MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME AND BOLES CHILDREN'S HOME REALTY CORP, SO MEMBERS OF ARMS OF HOPE'S BOARD OF DIRECTORS HAVE GOVERNANCE POWERS OVER BOTH MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME AND BOLES CHILDREN'S HOME REALTY CORP IN THE FORM OF EXERCISING ALL POWERS ARMS OF HOPE HAS OVER MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME AND BOLES CHILDREN'S HOME REALTY CORP AS THEIR SOLE MEMBER. THE MEMBERS OF ARMS OF HOPE'S BOARD OF DIRECTORS ONLY VOTE ON MATTERS RELATING TO MEDINA CHILDREN'S HOME, BOLES CHILDREN'S HOME AND BOLES CHILDREN'S HOME REALTY CORP THAT ARE RESERVED TO ARMS OF HOPE AS THEIR MEMBER IN THEIR BY-LAWS. ARMS OF HOPE 21300 STATE HWY 16 N MEDINA TX 780553808 510416193 OPERATING CHRISTIAN HOMES FOR THE CARE OF CHILDREN TX 501(C)(3) LINE 7 N/A 0 BOLES CHILDREN'S HOME 7065 LOVE QUINLAN TX 754744609 750904045 OPERATING CHRISTIAN HOMES FOR THE CARE OF CHILDREN TX 501(C)(3) LINE 7 ARMS OF HOPE 1 BOLES CHILDREN'S HOME REALTY CORP 7065 LOVE QUINLAN TX 754744609 752839971 SUPPORTING ORGANIZATION TX 501(C)(2) ARMS OF HOPE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 ARMS OF HOPE O 1567083 CASH ARMS OF HOPE P 191692 CASH ARMS OF HOPE R 56544 CASH BOLES CHILDREN'S HOME INC R 1510800 CASH