2021-05-17T13:54:07-05:00 2020-06-30 561434747 GREERWALKER LLP 227 WEST TRADE ST SUITE 1100 CHARLOTTE NC 28202 990 2019-07-01 561381671 UMAR SERVICES INC UMAR 7048751328 5350 77 CENTER DRIVE NO 201 CHARLOTTE NC 28217 DENISE SHOCKLEY CHIEF FINANCIAL OFFICER 7048751328 2021-05-17 1 PAULA P TILLEY P00051456 7043770239 2021-05-17 2019 2022-09-23 18:48:47Z DENISE SHOCKLEY 5350 77 CENTER DRIVE NO 201 CHARLOTTE NC 28217 8685290 0 X WWW.UMARINFO.COM X 1983 NC PROMOTES COMMUNITY INCLUSION, INDEPENDENCE AND GROWTH FOR ADULTS WITH INTELLECTUAL- SEE SCHEDULE O 8 8 302 120 0 0 1312199 1193342 6747642 6781867 24129 20989 -21228 39109 8062742 8035307 0 0 0 0 6080361 6150478 0 0 474021 2682184 2420229 8762545 8570707 -699803 -535400 7628165 7965797 650467 1558430 6977698 6407367 UMAR PROMOTES COMMUNITY INCLUSION, INDEPENDENCE AND GROWTH FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH RESIDENTIAL, EMPLOYMENT AND CULTURAL ENRICHMENT OPPORTUNITIES. 0 0 4753226 5495456 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. 1713970 1286411 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. 6467196 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 14 0 302 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 DENISE SHOCKLEY 7046597640 5350 77 CENTER DRIVE SUITE 201 CHARLOTTE NC 28217 PARKS HUNTER BOARD CHAIR 1.00 X 0 0 0 BILLY MORTON VICE CHAIR 0.50 X 0 0 0 THERESA HALL BOARD MEMBER 0.50 X 0 0 0 DONNA FRYE BOARD MEMBER 0.50 X 0 0 0 LESLIE MARSICANO BOARD MEMBER 0.50 X 0 0 0 PAT MIRABELLI BOARD MEMBER 0.50 X 0 0 0 MIKE BAILEY BOARD MEMBER 0.50 X 0 0 0 TOM HOLLOWELL BOARD MEMBER/PAST BOARD CHAIR 0.50 X 0 0 0 MORRY JOHNSTON PAST BOARD CHAIR 0.50 X 0 0 0 MAX DANIEL PAST BOARD CHAIR 0.50 X 0 0 0 GIL MIDDLEBROOKS PAST BOARD CHAIR 0.50 X 0 0 0 ED IMBROGNO PAST BOARD CHAIR 0.50 X 0 0 0 MARILYN GARNER PRESIDENT/CEO 40.00 X 115056 0 9581 DENISE SHOCKLEY CHIEF FINANCIAL OFFICER 40.00 X 76576 0 8619 JONATHAN BRIGGS DIRECTOR OF RESIDENTAL & DAY PROGRAMS 40.00 X 70065 0 7419 ED MANER OUTGOING CHIEF DEVELOPMENT OFFICER 40.00 X 59888 0 6704 JOHN WEATHERFORD DIRECTOR OF HUMAN RESOURCE 40.00 X 70294 0 7458 JASON LAMBERT CHIEF DEVELOPMENT OFFICER 40.00 X 22233 0 1117 414112 0 40898 1 0 0 0 0 197344 995998 1193342 GROUP HOME OPERATIONS 624100 5495456 5495456 DAY PROGRAM 624100 1286411 1286411 6781867 46802 46802 592595 618408 -25813 -25813 -25813 40418 197344 31575 8843 8843 MISCELLANEOUS INCOME 624100 30266 30266 30266 8035307 6812133 0 29832 482822 191956 189048 101818 4458000 3604401 628404 225195 852140 668661 142148 41331 357516 289911 49183 18422 4308 959 3179 170 35925 7997 26508 1420 189282 42132 139666 7484 35564 35564 152419 108511 42645 1263 631834 338247 293587 137037 128621 6425 1991 17955 1029 3803 13123 265336 259965 5371 92278 79778 12500 REPAIRS & MAINTENANCE 230552 230087 465 0 FOOD 226800 226108 692 0 AUTO LEASES & EXPENSES 188374 148997 39357 20 BAD DEBT EXPENSE 75452 75452 0 0 137113 64384 46509 26220 8570707 6467196 1629490 474021 245185 1615391 87857 75723 123555 69336 454174 500597 34778 51190 6978868 3868580 3230331 3110288 3425764 2526222 26521 17050 7628165 7965797 650467 524530 0 1033900 650467 1558430 X 5813389 5306827 1164309 1100540 6977698 6407367 7628165 7965797 -535400 -19587 -15342 0 X X 0 1 X 1 0 X 1205441 930004 1039276 1312199 1193342 5680262 1205441 930004 1039276 1312199 1193342 5680262 483226 5197036 4827 20515 24129 46802 96273 13199 34134 51732 12886 30266 142217 5918752 34515596 0.87810 0.80960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3425764 1329 885531 15342 2526220 3341087 250000 186489 325000 253 26561 3425764 3472846 144459 250000 283 25935 3341087 3260695 227612 314 15147 3472846 3262723 26517 319 28226 3260695 0.79000 0.08000 0.13000 1 0 207725 207725 5433733 2691059 2742674 706449 672589 33860 630961 504932 126029 3110288 FOUNDATION FOR THE CAROLINAS 3961 F UNITED METHODIST FOUNDATION 522455 F MBL WEALTH LLC 1999806 F 2526222 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, 2020 AND 2019. CHARLOTTE FRIENDS OF UMAR LUNCHEON 148239 148239 1414 GOLF TOURNAMENT 48918 8500 40418 2500 1245 10912 812 1808 2 40605 40605 4200 8684 237762 197344 40418 2500 1245 10912 812 4200 11906 31575 8843 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. NC 501(C)(3) 509(A)(1) UMAR SERVICES INC 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 WESTERN NORTH CAROLINA COMMUNITY HOMES #1 INC K 22530 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #1 INC L 7235 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #2 INC K 17945 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #2 INC L 6710 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #3 INC K 28567 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #3 INC L 3466 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #4 INC K 12980 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #4 INC L 1003 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #5 INC K 20636 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #5 INC L 4697 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #6 INC K 20258 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #6 INC L 2200 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #7 INC K 27751 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #7 INC L 8453 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #9 INC K 20049 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #9 INC L 5545 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #10 INC K 18259 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #10 INC L 8855 CASH WESTERN NORTH CAROLINA COMMUNITY APARTMENTS #1 INC K 40278 CASH WESTERN NORTH CAROLINA COMMUNITY APARTMENTS #1 INC L 14430 CASH