2026-04-24T11:32:13-05:00 2025-06-30 420714325 RSM US LLP 30 South Wacker Dr Suite 3300 Chicago IL 606063392 990 2024-07-01 362167940 Metropolitan Family Services METR 3129864000 11560 S Kedzie Avenue 200 Merrionette Park IL 60803 James Baldwin Chief Financial Officer 3129864000 2026-04-23 1 1 Rebekuh Eley P01247672 3126343400 2026-04-23 2024 2025-03-06 01:10:19Z Ricardo Estrada 11560 S Kedzie Avenue 200 Merrionette Park IL 60803 185116556 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. 72 72 1959 562 0 0 137094485 164139419 13753330 14728137 1597803 1376274 0 0 152445618 180243830 7297627 8718639 0 0 68870806 83763951 0 0 2189264 73049843 85368101 149218276 177850691 3227342 2393139 127141927 142106053 40061960 49292226 87079967 92813827 X Metropolitan Family Services' mission is to provide and mobilize the services needed to strengthen families and communities. 0 0 88410830 3311660 3231004 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 - 129,932 36701826 37154 1541268 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 - 23,266 23637264 4437210 7763715 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 - 17,615 11306219 932615 2192150 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 - 35,148 11306219 932615 2192150 160056139 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 1 857 0 1 1959 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 72 72 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 Erik D Barefield Chairman 0.50 0.00 X X 0 0 0 Jason Dubinsky Vice Chairman 0.50 0.00 X X 0 0 0 Leslie M Smith Secretary 0.50 0.50 X X 0 0 0 Hubert Allen Board Member 0.50 0.00 X 0 0 0 MacKenzie 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 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 Jeffrey Dorsey 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 Rodrigo Garcia 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 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 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 Isaac Freilich Jones Board Member 0.50 0.00 X 0 0 0 Ashley Duchossois Joyce Board Member 0.50 0.00 X 0 0 0 Peter N Lantero Board Member 0.50 0.00 X 0 0 0 Nathan Lopp Board Member 0.50 0.00 X 0 0 0 John L MacCarthy Board Member 0.50 0.50 X 0 0 0 Kelly Mahoney Board Member 0.50 0.00 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 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 Denise J Poole Board Member 0.50 0.00 X 0 0 0 Richard Price Board Member 0.50 0.00 X 0 0 0 Matthew L Primack 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 Lavelle Schaffer 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 Alexandra L Singer 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 (until 10/23/24) 0.50 0.00 X 0 0 0 Jan Stewart Board Member 0.50 0.00 X 0 0 0 John R Storino Board Member 0.50 0.00 X 0 0 0 David S Tropp Board Member 0.50 0.50 X 0 0 0 Jared Vegosen 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 Ricardo Estrada President & CEO 41.00 1.00 X 353218 0 34993 James C Baldwin CFO, Treasurer 40.50 1.50 X 256149 0 10609 Jason Eliason Chief of Staff 40.00 0.00 X 136161 0 13740 Veronica Rivera-Balbuena Executive Assistant 40.00 0.00 X 31967 0 596 Theresa Nihill Chief Operating Officer 41.50 0.50 X 253944 0 36687 Franchot B Givens Psychiatrist 40.00 0.00 X 233583 0 17330 Vaughn Bryant Director 40.00 0.00 X 227279 0 23938 Barbara West Stone Sr VP, External Affairs 40.00 0.00 X 212955 0 25374 Timothy Holper Chief Data Officer 40.00 0.00 X 193575 0 34104 Nicole Carlos VP, Program Development & Operations 40.00 0.00 X 167297 0 15412 2066128 0 212783 86 0 1 0 Midwest Mechanical Services 26943 Network Place Chicago IL 60673 Building Maintenance 637149 Outsource Partners International Inc 320 Park Ave 29th Fl New York NY 10022 Outsourcing 530688 RSM US LLP 30 S Wacker Dr Ste 3300 Chicago IL 60606 Audit and Consulting Services 449725 MicroAge PO Box 93655 Las Vegas NV 89193 Contractor Services 310087 Nashwa Harbor 423 Ashbury Drive Hinsdale IL 60521 Medical Services 305330 55 1096009 1568073 21967355 129594867 9913115 666166 164139419 Emotional Wellness 900099 7763715 7763715 Empowerment 900099 5423154 5423154 Education 900099 1541268 1541268 14728137 801494 801494 5061141 50415 4264261 272515 796880 -222100 574780 574780 335950 1568073 335950 0 180243830 14728137 0 1376274 X 1651070 1651070 7067569 7067569 1001633 1001633 65691646 57787794 6792282 1111570 1100461 813569 250699 36193 10436933 9289995 1066988 79950 5533278 4797991 556971 178316 119316 119316 225797 225797 36000 36000 127274 127274 68120666 63823666 3826723 470277 196251 160624 20488 15139 3274361 2846833 388548 38980 1825599 1572416 223949 29234 5420503 4570350 641937 208216 434986 402488 28222 4276 1313383 1171473 135994 5916 28689 23288 4659 742 1219497 1090934 118108 10455 Program Expenses 1889519 1889519 Food 1096560 1096560 UBIT Expense 39700 39700 177850691 160056139 15605288 2189264 3042982 3233559 4230011 4516020 28459420 40332769 471738 1572057 2212849 2212849 1684744 2038703 38334938 17505507 20800282 20829431 35617556 37053154 30622345 30317511 127141927 142106053 14270247 22613422 4937066 7518714 30313 37072 8500000 8500000 12324334 10623018 40061960 49292226 X 41789091 41204855 45290876 51608972 87079967 92813827 127141927 142106053 X 2393139 3416671 -75950 X 0 1 X 1 1 1 X 81834653 106699823 118746671 137094485 164139419 608515051 81834653 106699823 118746671 137094485 164139419 608515051 42593948 565921103 1461423 2115327 1087440 820295 801494 6285979 62434 68991 70622 103575 0 305622 615106652 60659931 0.92000 0.98620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 36000 36000 36000 36000 177683737 208214900 177719737 208250900 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 18000 36000 27708 36000 117708 250000 250000 250000 250000 1000000 1500000 Part II-A, Affiliated Group Statement: Name: Metropolitan Family Services Address: 11560 S. Kedzie Avenue, 200, Merrionette Park, IL 60803 EIN: 36-2167940 Expenses: $177,981,645 501(h) Election: Yes Share of Excess Lobbying Expenditures: $36,000 Name: Metropolitan Family Services DuPage Address: 222 East Willow Ave, Wheaton, IL 60187 EIN: 36-2167061 Expenses: $18,041,516 501(h) Election: No Share of Excess Lobbying Expenditures: $0 Name: Family Shelter Service, Inc. Address: 605 E Roosevelt Road, Wheaton, IL 60187 EIN: 36-2883552 Expenses: $4,341,663 501(h) Election: No Share of Excess Lobbying Expenditures: $0 Name: Howard Area Community Center Address: 7648 North Paulina, Chicago, IL 60626 EIN: 36-3008606 Expenses: $8,147,984 501(h) Election: No Share of Excess Lobbying Expenditures: $0 0 1 X 43453138 3045293 817320 45681111 41704218 2566240 817320 43453138 40106192 2415346 817320 41704218 46432316 -5508804 817320 40106192 39009549 8240087 817320 46432316 0.49950 0.50050 1 0 3378534 3378534 27792313 12284540 15507773 2965248 2232947 732301 4129417 2988020 1141397 69426 69426 20829431 Beneficial Interest in Irrevocable Trusts 19835357 Operating Lease Assets 9692010 Accrued Pension Asset 790144 30317511 Operating Lease Liabilities 10223415 Due to Howard Area Community Center 399603 10623018 X 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 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 consolidated 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 consolidated 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 consolidated 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 146501 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Program Services Self-Insurance Funding 90712 0 0 0 0 0 0 237213 0 237213 0 0 1 0 0 0 Holiday Celebration 1602394 1292111 310283 81502 71496 74307 82978 LAS Dinner 301629 275962 25667 8012 9315 5010 3330 1904023 1568073 335950 89514 80811 79317 86308 335950 0 1 Howard Area Community Center 7648 North Paulina Chicago IL 60626 363008606 501(c)(3) 1529717 0 General Operating Support Metropolitan Family Services DuPage 222 E Willow Avenue Wheaton IL 60187 362167061 501(c)(3) 121353 0 General Operating Support 2 0 After School Activity 33 49003 Food/Furniture/Clothing/Funeral 271 285311 Medical 338 341171 Monetary Assistance 85 38794 Rent 1163 2637330 Stipend 10480 3423699 Utilities - Electricity/Gas/Water/Phone 842 292261 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 2025, the Agency provided $7,067,569 of such assistance to clients. X X X 0 0 0 0 0 0 0 0 0 Ricardo Estrada President & CEO 353218 0 0 0 0 0 14643 0 20350 0 388211 0 0 0 Theresa Nihill Chief Operating Officer 253944 0 0 0 0 0 10587 0 26100 0 290631 0 0 0 James C Baldwin CFO, Treasurer 256149 0 0 0 0 0 10446 0 163 0 266758 0 0 0 Vaughn Bryant Director 227279 0 0 0 0 0 9407 0 14531 0 251217 0 0 0 Franchot B Givens Psychiatrist 233583 0 0 0 0 0 9479 0 7851 0 250913 0 0 0 Barbara West Stone Sr VP, External Affairs 212955 0 0 0 0 0 8772 0 16602 0 238329 0 0 0 Timothy Holper Chief Data Officer 193575 0 0 0 0 0 8004 0 26100 0 227679 0 0 0 Nicole Carlos VP, Program Development & Operations 167297 0 0 0 0 0 6740 0 8672 0 182709 0 0 0 X 17 666166 Fair Market Value 0 0 0 0 Part I, Column (b): There were 17 security contributions, totaling 4,374 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. 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 Professional Fees: Program service expenses 63,823,666. Management and general expenses 3,826,723. Fundraising expenses 470,277. Total expenses 68,120,666. Form 990, Part XI, line 9: Pension Adjustment -75,950. 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 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 3925839 Cash Metropolitan Family Services DuPage C 18041516 Cash Metropolitan Family Services DuPage B 121353 Cash Howard Area Community Center B 1529717 Cash