2022-05-16T15:08:47-05:00 2021-06-30 561434747 GREERWALKER LLP 227 WEST TRADE ST SUITE 1100 CHARLOTTE NC 28202 990 2020-07-01 561381671 UMAR SERVICES INC UMAR 7048751328 5350 77 CENTER DRIVE NO 201 CHARLOTTE NC 28217 PRENTICE ALEXANDER CHIEF FINANCIAL OFFICER 7048751328 2022-05-16 1 PRENTICE ALEXANDER 999009999 PAULA P TILLEY P00051456 7043770239 2022-05-16 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARILYN GARNER 5350 77 CENTER DRIVE NO 201 CHARLOTTE NC 28217 9637623 0 X WWW.UMARINFO.COM X 1983 NC PROMOTES COMMUNITY INCLUSION, INDEPENDENCE AND GROWTH FOR ADULTS WITH INTELLECTUAL- SEE SCHEDULE O 8 8 270 50 0 0 1193342 2432891 6781867 6328141 20989 86310 39109 91157 8035307 8938499 0 0 0 0 6150478 5999066 0 0 317172 2420229 2389098 8570707 8388164 -535400 550335 7965797 7962133 1558430 549345 6407367 7412788 UMAR PROMOTES COMMUNITY INCLUSION, INDEPENDENCE AND GROWTH FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH RESIDENTIAL, EMPLOYMENT AND CULTURAL ENRICHMENT OPPORTUNITIES. 0 0 5090370 5422923 RESIDENTIAL SERVICES: UMAR HAS 21 GROUP HOMES, 9 SUPPORTED APARTMENTS, AND 1 INDEPENDENT LIVING HOME IN 13 CITIES THROUGHOUT WESTERN NC. RESIDENTIAL SERVICES ACCOUNT FOR 136 OF THE 371 ADULTS AND THEIR FAMILIES SERVED BY UMAR. UMAR GROUP HOMES OPERATE 24/7 AND PROVIDE DAILY ASSISTANCE AND/OR SUPERVISION WITH BASIC NEEDS OF FOOD, DRESSING, HYGIENE, TAKING MEDICATION, TRANSPORTATION AND SOMETIMES EVEN WALKING WHILE KEEPING THE HEALTH, SAFETY, AND WELL-BEING OF RESIDENTS THE TOP PRIORITY. RESIDENTIAL SERVICES PROMOTE RECREATIONAL AND LEISURE ACTIVITIES; SOCIAL SKILLS DEVELOPMENT; FAITH COMMUNITY INVOLVEMENT; AND VOLUNTEERISM. 1267159 905218 DAY PROGRAM SERVICES: UMAR'S 3 DAY PROGRAMS ARE COMMUNITY-BASED ARTS CENTERS LOCATED IN CHARLOTTE, LINCOLNTON, AND REIDSVILLE. AN ALTERNATIVE TO UMAR'S VOCATIONAL SERVICES THAT HELPED 72 ADULTS WITH IDD FIND AND MAINTAIN EMPLOYMENT, UMAR'S ART CENTERS HELPED 127 PEOPLE CREATE ART TO SELL FOR ADDITIONAL INCOME. THE REIDSVILLE CENTER MAINTAINS A MOBILE WORK CREW EMPLOYED TO DO JANITORIAL AND LAWN CARE WORK. WITH A DESIRE TO DIVERSIFY SERVICES AND PROVIDE SUPPORT TO NON-UMAR RESIDENTS TOO, UMAR'S NEW ADDITION OF COMMUNITY SERVICES ASSISTED 36 ADULTS IN THEIR COMMUNITY AND IS GROWING. 6357529 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 10 0 1 270 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 1 0 0 0 X X PRENTICE ALEXANDER 7046597640 5350 77 CENTER DRIVE SUITE 201 CHARLOTTE NC 28217 PARKS HUNTER FINANCE CHAIR 0.50 X 0 0 0 BILLY MORTON CHAIR 1.00 X 0 0 0 THERESA HALL BOARD MEMBER 0.50 X 0 0 0 LESLIE MARSICANO VICE-CHAIR 0.50 X 0 0 0 PAT MIRABELLI BOARD MEMBER 0.50 X 0 0 0 TOM HOLLOWELL BOARD MEMBER/PAST BOARD CHAIR 0.50 X 0 0 0 MORRY JOHNSTON BOARD MEMBER/PAST BOARD CHAIR 0.50 X 0 0 0 MAX DANIEL BOARD MEMBER/PAST BOARD CHAIR 0.50 X 0 0 0 GIL MIDDLEBROOKS HUMAN RIGHTS CHAIR 0.50 X 0 0 0 ED IMBROGNO BOARD MEMBER/PAST BOARD CHAIR 0.50 X 0 0 0 ARCHIE PERTILLER BOARD MEMBER 0.50 X 0 0 0 MARILYN GARNER CHIEF EXECUTIVE OFFICER 40.00 X 119478 0 10339 DENISE SHOCKLEY CHIEF FINANCIAL OFFICER 40.00 X 61834 0 2503 JOHN WEATHERFORD CHIEF HR OFFICER 40.00 X 83903 0 9431 JASON LAMBERT FORMER - CHIEF DEVELOPMENT OFFICER 40.00 X 0 0 0 ANDRA EASON CHIEF DEVELOPMENT OFFICER 40.00 X 62220 0 4484 KIM JONAS DIRECTOR OF QUALITY MANAGEMENT & TRAINING 40.00 X 60684 0 7408 JOHNATHAN BRIGGS DIRECTOR OF RESIDENTAL AND DAY PROGRAMS 40.00 X 62369 0 7976 450488 0 42141 1 0 0 0 ADVANCE BUSINESS TECHNOLOGY 1600 OAKWOOD AVENUE KANNAPOLIS NC 28081 IT SERVICES 101027 1 161566 1445743 825582 2432891 GROUP HOME OPERATIONS 624100 5422923 5422923 DAY PROGRAM 624100 905218 905218 6328141 53930 53930 12728 0 12728 12728 12728 706726 674346 32380 32380 32380 78635 161566 24778 53857 53857 MISCELLANEOUS INCOME 624100 24572 24572 24572 8938499 6365441 0 140167 497535 244612 193526 59397 4383115 3484576 714448 184091 757143 591329 134014 31800 361273 287212 58526 15535 43006 430 40254 2322 40800 408 38189 2203 207599 2076 194313 11210 32800 32800 135633 112632 22662 339 635429 504228 131201 59657 54462 5016 179 5735 527 3621 1587 250525 238750 11775 125764 106145 19619 FOOD 216563 216346 217 REPAIRS & MAINTENANCE 211334 188721 22613 BAD DEBT EXPENSE 174899 174899 AUTO LEASES & EXPENSES 138764 94404 44360 110590 55772 46526 8292 8388164 6357529 1713463 317172 1615391 620297 75723 152310 69336 53801 500597 603849 51190 49798 7210703 4119105 3110288 3091598 2526222 3367929 17050 22551 7965797 7962133 524530 549345 1033900 0 1558430 549345 X 5306827 6346766 1100540 1066022 6407367 7412788 7965797 7962133 550335 467803 -12717 0 X X 0 1 X 1 0 X 930004 1039276 1312199 1193342 2432891 6907712 930004 1039276 1312199 1193342 2432891 6907712 361429 6546283 20515 24129 46802 53930 145376 34134 51732 12886 30266 24572 153590 7206678 33640101 0.90840 0.87810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2526220 300000 554636 212 12717 3367927 3425764 1329 885531 15342 2526220 3341087 250000 186489 325000 253 26561 3425764 3472846 144459 250000 283 25935 3341087 3260695 227612 314 15147 3472846 0.80000 0.06000 0.14000 1 0 207725 207725 5488559 2856733 2631826 707535 685334 22201 806884 577038 229846 3091598 FOUNDATION FOR THE CAROLINAS 4403 F UNITED METHODIST FOUNDATION 667324 F MBL WEALTH LLC 2696202 F 3367929 X PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR CAPITAL IMPROVEMENTS AND GENERAL DAY TO DAY OPERATIONS OF THE ORGANIZATIONS FACILITIES. PART X, LINE 2: UMAR AND THE COMMUNITY HOMES ARE TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. THE ORGANIZATION RECORDS LIABILITIES FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN WHEN THOSE POSITIONS ARE DEEMED UNCERTAIN TO BE UPHELD IN AN EXAMINATION BY TAXING AUTHORITIES. NO LIABILITIES FOR UNCERTAIN INCOME TAX POSITIONS WERE RECORDED AS OF JUNE 30, 2021 AND 2020. ARTS FESTIVAL 100930 33845 67085 1300 2399 2892 GOLF TOURNAMENT 95574 84024 11550 1111 10820 2716 1 43697 43697 3540 240201 161566 78635 1111 12120 2399 9148 24778 53857 FORM 990, PART, I, LINE 1: UMAR PROMOTES COMMUNITY INCLUSION, INDEPENDENCE AND GROWTH FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH RESIDENTIAL, EMPLOYMENT AND CULTURAL ENRICHMENT OPPORTUNITIES. FORM 990, PART VI, SECTION A, LINE 2 BILLY MORTON IS THE SON IN LAW OF MAX DANIEL. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT CPA FIRM PREPARES THE FORM 990. THE CHIEF FINANCIAL OFFICER THEN REVIEWS THE RETURN BEFORE FILING. THE REVIEWED 990 IS PROVIDED TO ALL BOARD MEMBER AFTER FILING. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AT THE OFFICE. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. WESTERN NORTH CAROLINA COMMUNITY HOMES #1 INC 5053 77 CENTER DRIVE CHARLOTTE NC 28217 581738203 HUD HOME OWNED BY UMAR, INC. NC 501(C)(3) 509(A)(1) UMAR SERVICES INC 1 WESTERN NORTH CAROLINA COMMUNITY HOMES #2 INC 5053 77 CENTER DRIVE CHARLOTTE NC 28217 581738204 HUD HOME OWNED BY UMAR, INC. NC 501(C)(3) 509(A)(1) UMAR SERVICES INC 1 WESTERN NORTH CAROLINA COMMUNITY HOMES #3 INC 5053 77 CENTER DRIVE CHARLOTTE NC 28217 581677841 HUD HOME OWNED BY UMAR, INC. NC 501(C)(3) 509(A)(1) UMAR SERVICES INC 1 WESTERN NORTH CAROLINA COMMUNITY HOMES #4 INC 5053 77 CENTER DRIVE CHARLOTTE NC 28217 582019040 HUD HOME OWNED BY UMAR, INC. NC 501(C)(3) 509(A)(1) UMAR SERVICES INC 1 WESTERN NORTH CAROLINA COMMUNITY HOMES #5 INC 5053 77 CENTER DRIVE CHARLOTTE NC 28217 582115472 HUD HOME OWNED BY UMAR, INC. NC 501(C)(3) 509(A)(1) UMAR SERVICES INC 1 WESTERN NORTH CAROLINA COMMUNITY HOMES #6 INC 5053 77 CENTER DRIVE CHARLOTTE NC 28217 561908238 HUD HOME OWNED BY UMAR, INC. NC 501(C)(3) 509(A)(1) UMAR SERVICES INC 1 WESTERN NORTH CAROLINA COMMUNITY HOMES #7 INC 5053 77 CENTER DRIVE CHARLOTTE NC 28217 562132193 HUD HOME OWNED BY UMAR, INC. NC 501(C)(3) 509(A)(1) UMAR SERVICES INC 1 WESTERN NORTH CAROLINA COMMUNITY HOMES #9 INC 5053 77 CENTER DRIVE CHARLOTTE NC 28217 300147138 HUD HOME OWNED BY UMAR, INC. NC 501(C)(3) 509(A)(1) UMAR SERVICES INC 1 WESTERN NORTH CAROLINA COMMUNITY HOMES #10 INC 5053 77 CENTER DRIVE CHARLOTTE NC 28217 205079465 HUD HOME OWNED BY UMAR, INC. NC 501(C)(3) 509(A)(1) UMAR SERVICES INC 1 WESTERN NORTH CAROLINA COMMUNITY APARTMENTS #1 INC 5053 77 CENTER DRIVE CHARLOTTE NC 28217 261642311 HUD HOME OWNED BY UMAR, INC. 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