2024-05-13T08:38:05-05:00 2023-06-30 431305800 UHY ADVISORS MIDWEST INC 1889 GEN GEORGE PATTON DR STE 200 FRANKLIN TN 37067 990 2022-07-01 620476670 MONROE HARDING INC MONR 6152985573 1 VANTAGE WAY SUITE C-165 NASHVILLE TN 37228 PAMELA MADISON CEO 6152985573 2024-05-13 1 PAMELA MADISON 999009999 1 W CRAIG BALLENTINE P00992231 6157505537 2024-05-13 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z PAMELA MADISON 1 VANTAGE WAY SUITE C-165 NASHVILLE TN 37228 5074155 0 X WWW.MONROEHARDING.ORG X 1976 TN SINCE 1893, MONROE HARDING CHANGES YOUNG PEOPLE'S LIVES. WE STEP IN AS A FAMILY, PROVIDING HOMES, HEALING, AND OPPORTUNITIES THAT ARE VITAL TO HELPING YOUNG PEOPLE SUCCEED. IN FY2023, MONROE HARDING SERVED 394 YOUTH RANGING IN AGE FROM BIRTH TO AGE 26. 16 16 48 95 0 0 861396 1357868 2303936 2029371 223538 -137300 0 75152 3388870 3325091 201105 243528 0 0 2230413 2210186 0 0 271278 1283032 1348790 3714550 3802504 -325680 -477413 10409928 11278513 261309 482534 10148619 10795979 SINCE 1893, MONROE HARDING CHANGES YOUNG PEOPLE'S LIVES. WE STEP IN AS A FAMILY, PROVIDING HOMES, HEALING, AND OPPORTUNITIES THAT ARE VITAL TO HELPING YOUNG PEOPLE SUCCEED. IN FY2023, MONROE HARDING SERVED 394 YOUTH RANGING IN AGE FROM BIRTH TO AGE 26. 0 0 1414856 243528 2029371 MONROE HARDING'S FOSTER CARE PROGRAM PROVIDES CHILDREN IN STATE CUSTODY WITH SAFE, TRAUMA-INFORMED CARE HOMES WHILE THEY AWAIT PERMANENCY, EITHER THROUGH REUNIFICATION WITH BIRTH FAMILY OR ADOPTION. MH BEGINS BY IDENTIFYING AND RECRUITING FOSTER CARE FAMILIES AND ASSISTING THEM IN OFFERING HEALING HOMES THROUGH FAMILY AND GROUP OPPORTUNITIES SUPPORTING THE FOSTER & BIRTH FAMILIES TO DETERMINE THE YOUTH'S BEST OPTIONS FOR SUCCESSFUL GROWTH. SPECIFIC OUTCOMES INCLUDE SATISFACTION AS WELL AS YOUTH MEETING INDIVIDUAL GOALS. IN FY2023, WE SERVED 75 YOUNG PEOPLE IN OUR 34 FOSTER HOMES. 815779 MONROE HARDING'S SUPPORTIVE HOUSING SERVICES PROVIDES SAFE, AFFORDABLE HOUSING AND THERAPEUTIC SERVICES FOR YOUTH (AGE 18-26), WHO WOULD OTHERWISE BE HOMELESS, AS THEY HEAL FROM PAST TRAUMA. SERVICES INCLUDE MENTAL HEALTH SERVICES, OPPORTUNITIES FOR POST HIGH SCHOOL EDUCATION, SHORT-TERM AND LONG-TERM GOAL SETTING, AND PARTICIPATION IN SUPPLEMENTAL PROGRAMS AS THEY PLAN A JOURNEY TO SELF-SUFFICIENCY. SPECIFIC OUTCOMES INCLUDE SATISFACTION AS WELL AS YOUTH MEETING INDIVIDUAL GOALS. IN FY2023, MONROE HARDING SERVED 68 YOUNG ADULTS. 978365 MONROE HARDING'S RESOURCE CENTER PROVIDES VULNERABLE YOUNG ADULTS (AGE 16-26) A SAFE SPACE AND OPPORTUNITIES TO DISCOVER AND CREATE A SELFDETERMINED FUTURE. WE PROVIDE THERAPEUTIC SERVICES, FINANCIAL LITERACY CLASSES, EDUCATIONAL SUPPORT, SEXUAL HEALTH EDUCATION, COMMUNITY RESOURCE CONNECTION, PARENTING CLASSES AND WORKFORCE DEVELOPMENT SERVICES FOR YOUNG ADULTS. IN FY2023, MONROE HARDING SERVED 310 YOUNG ADULTS. 3209000 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 48 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X X X DEIDRE MATTHEWS 6152985573 1 VINTAGE WAY SUITE C-165 NASHVILLE TN 37228 RAQUEL BARLOW MEMBER 1.00 X 0 0 0 BRIAN BERRY MEMBER 1.00 X 0 0 0 KANISHKA BIDDANDA MEMBER 1.00 X 0 0 0 LEGINA CHAUDOIN MEMBER 1.00 X 0 0 0 ASHLEY GOLSON MEMBER 1.00 X 0 0 0 TRAVIS HAMILTON MEMBER 1.00 X 0 0 0 JEANETTE OPHEIM MEMBER 1.00 X 0 0 0 SYDNEY ROGERS MEMBER 1.00 X 0 0 0 JOSHUA SCALES MEMBER 1.00 X 0 0 0 JACKIE SHRAGO MEMBER 1.00 X 0 0 0 RACHEL SODEE MEMBER 1.00 X 0 0 0 LORI VANDERBOEGH MEMBER 1.00 X 0 0 0 DEIDRE MATTHEWS VP FINANCE & ADMIN. 40.00 X 77894 0 0 PAMELA MADISON CEO 40.00 X 137343 0 0 LARONDA HENDERSON TREASURER 1.00 X 0 0 0 BRITTANY MACON SECRETARY 1.00 X 0 0 0 KYLEN SHARPE VICE CHAIR 1.00 X 0 0 0 CHRIS WYATT CHAIR 1.00 X 0 0 0 215237 0 0 1 0 0 0 0 442192 915676 77934 1357868 CHILD SUPPORT 624110 2029371 2029371 2029371 242706 242706 1303730 1683250 486 -379520 -486 -380006 -380006 140480 65328 75152 75152 3325091 2029371 0 -62148 243528 243528 215237 175180 18706 21351 1589614 1293780 138149 157685 273579 232416 22052 19111 131756 107068 11505 13183 36212 7985 27576 651 58141 58141 19155 15036 523 3596 5983 3897 1150 936 348989 316740 15200 17049 18566 16517 1595 454 11840 11388 171 281 55783 50173 2429 3181 FOSTER CARE EXPENSE 529960 529960 EQUIPMENT & SOFTWARE 103139 86361 7002 9776 CONTRACTED SERVICES 59108 45210 1079 12819 PHONE & INTERNET 37848 36040 554 1254 64066 37721 16394 9951 3802504 3209000 322226 271278 521650 585380 50550 42011 322410 396818 58179 73263 223796 194434 38504 29362 8587706 9104464 830929 902820 0 144395 10409928 11278513 201545 291042 29500 36000 30264 155492 261309 482534 X 9096713 9671297 1051906 1124682 10148619 10795979 10409928 11278513 -477413 1124773 0 X X 0 1 X 1 0 X 1356287 685802 1620519 861396 1357868 5881872 1675448 863713 2257690 2303936 2029371 9130158 3031735 1549515 3878209 3165332 3387239 15012030 0 0 0 15012030 66064 117827 173429 219238 242706 819264 66064 117827 173429 219238 242706 819264 100374 120 6782 107276 3198173 1667462 4058420 3384570 3629945 15938570 0.94190 0.94850 0.05140 0.04000 X SUPPLEMENTAL INFORMATION: A SHORT PERIOD 2020 RETURN WAS FILED FOR JANUARY 1, 2020 - JUNE 30, 2020 FISCAL PERIOD TO CHANGE THE ACCOUNTING YEAR END FROM DECEMBER 31 TO JUNE 30. THE REPORTING SECTION "A" DETAILS ARE AS FOLLOWS: COLUMN (A) REPRESENTS YEAR ENDING 12/31/19 COLUMN (B) REPRESENTS YEAR ENDING 6/30/20 COLUMN (C) REPRESENTS YEAR ENDING 6/30/21 COLUMN (D) REPRESENTS YEAR ENDING 6/30/22 COLUMN (E) REPRESENTS YEAR ENDING 6/30/23 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9418635 929669 341019 10007285 10936367 -1483680 34052 9418635 8934456 2256508 253031 10937933 2996324 6100780 171827 334475 8934456 2996324 2996324 0.89590 0.10410 1 0 40313 23098 17215 6504 6504 176979 171336 5643 29362 BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 902820 C 902820 OTHER LIABILITIES 9608 FUNDS HELD FOR OTHERS 1489 CURRENT OPERATING LEASE LAIBILITY 144395 155492 X 4391723 1124773 1124773 3266950 58141 58141 3325091 3744363 0 3744363 58141 58141 3802504 PART X, LINE 2: WE ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND QUALIFY FOR CHARITABLE DEDUCTION. WE ARE NOT CLASSIFIED AS A PRIVATE ORGANIZATION. IN ACCOUNTING FOR UNCERTAIN INCOME TAXES, WE RECOGNIZED A TAX POSITION AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT GREATER THAN 50 PERCENT LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. AT JUNE 30, 2023, WE HAVE NO UNCERTAIN TAX POSITIONS. WE RECOGNIZED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST AND INCOME TAX EXPENSE, RESPECTIVELY. WE HAVE NO AMOUNTS ACCRUED FOR INTEREST OR PENALTIES AS OF JUNE 30, 2023. WE ARE NO LONGER SUBJECT TO EXAMINATION BY U.S FEDERAL AND STATE TAXING AUTHORITIES FOR FISCAL YEARS ENDING BEFORE 2020. PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS OUR BOARD DESIGNATED TRUST FUNDS ARE USED TO SUPPORT MHI PROGRAMS WHEN FUNDING SHORTFALLS ARISE AND MAY BE USED FOR CAPITAL IMPROVEMENT PROJECTS OR OTHER NEEDS AS DESIGNATED BY THE BOD. OUR DONOR MANAGED PERMANENTLY RESTRICTED FUNDS PROVIDE ANNUAL UNRESTRICTED DISTRIBUTIONS OF EXCESS EARNING AS DEFINED BY THE DONOR TO SUSTAIN THE CORPUS. MHI MANAGED PERMANENTLY RESTRICTED FUNDS PROVIDE UNRESTRICTED INVESTMENT INCOME WHOSE USE IS DESIGNATED BY THE BOD. A MHI MANAGED TEMPORARILY RESTRICTED TRUST EXISTS TO SUPPORT POST-SECONDARY EDUCATION FOR YOUTH WHO ARE OR HAVE BEEN IN THE STATE FOSTER CARE SYSTEM. THE BOD MAY DRAW ON THE CORPUS WHILE IN SUPPORT OF THE TRUST'S TEMPORARY RESTRICTIONS. FOSTERING JOY 88442 88442 3165 28334 7150 22536 COMMUNITY BREAKFAST 21885 21885 2480 736 1 30153 30153 927 140480 140480 3165 30814 7150 24199 65328 75152 0 YOUTH SPECIFIC ASSISTANCE 394 191685 51843 FMV HOUSEHOLD ITEMS PART IV - ADDITIONAL INFORMATION PART I, LINE2: FOSTER CARE PROGRAM YOUTH RECEIVED ALLOWANCES. THESE YOUTH ARE UNDER THE DIRECT SUPERVISION OF FOSTER FAMILIES THAT ARE AUTHORIZED AND TRAINED BY MHI AND STATE OF TENNESSEE. THE FOSTER FAMILIES MONITOR THE USE OF THESE ALLOWANCE FUNDS. INDEPENDENT LIVING PROGRAM YOUTH RECEIVED A COMBINATION OF EDUCATIONAL ADVANCEMENT INCENTIVES, BUS PASSES TO/FROM YOUTH CONNECTIONS CENTER, JOB TRAINING STIPENDS AND MATCHING FUNDS FOR INVESTMENTS IN TUITION,EDUCATIONAL MATERIALS SUCH AS BOOKS AND COMPUTER EQUIPMENT, AND VEHICLES FOR TRANSPORTATION TO SCHOOL AND/OR JOBS. YOUTH CONNECTIONS PROGRAM YOUTH RECEIVED A COMBINATION OF GED TRAINING, EDUCATIONAL ADVANCEMENT INCENTIVES, JOB TRAINING STIPENDS AND MATCHING FUNDS FOR INVESTMENTS IN TUITION, EDUCATIONAL MATERIALS SUCH AS BOOKS AND COMPUTER EQUIPMENT, AND VEHICLES FOR TRANSPORTATION TO SCHOOL AND/OR JOBS. X X X 0 0 0 0 0 0 0 0 0 X 77934 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B BOARD MEMBERS AND MANAGEMENT MEET PRIOR TO FILING THE FORM 990 AND REVIEW FOR ANY QUESTIONS OR COMMENTS. THESE ARE FOLLOWED UP WITH UHY LLP, THE TAX PREPARER, AND ARE CLEARED WITH THE BOARD. ONCE ALL MATTERS ARE RESOLVED, THE RETURN IS E-FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST MATTERS ARE DISCUSSED PRIOR TO THE START OF EVERY BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION WAS DETERMINED BY A NON-PROFIT COMPENSATION SURVEY FROM TOTAL COMPENSATION SOLUTIONS. THE HR COMMITTEE OF OUR BOARD REVIEWED THE SURVEY DATA TO DETERMINE STARTING COMPENSATION. ONGOING REVIEW IS BASED ON PERFORMANCE EVALUATION OF THE BOARD AND ALSO COMPARED TO THE MARKET SURVEY DATA. THE HR COMMITTEE OF THE BOARD IS ENGAGED IN THE REVIEW PROCESS AND PROVIDES FINAL APPROVAL. COMPENSATION PROCESS FOR OFFICERS SR. DIRECTOR OF TALENT MANAGEMENT CONDUCTS AN ANNUAL COMPENSATION ANALYSIS AND COMPARES MH COMPENSATION LEVELS WITH NON-PROFIT COMPENSATION SURVEY DATA TO CREATE A STARTING SALARY, MEDIAN, AND HIGH COMPENSATION RANGE. STAFF ARE PROVIDED SEMI-ANNUAL PERFORMANCE EVALUATIONS AND THEN COMPARED TO THE COMPENSATION RANGE TO DETERMINE ANY COMPENSATION DECISIONS. ALL STAFF COMPENSATION DECISIONS ARE APPROVED BY THE CEO. FORM 990, PART VI, SECTION C, LINE 18 GIVING MATTERS FORM 990, PART VI, SECTION C, LINE 19 GIVINGMATTERS.COM FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED.