2020-06-11T14:46:35-05:00 2019-06-30 561434747 GREERWALKER LLP 227 WEST TRADE ST SUITE 1100 CHARLOTTE NC 28202 990 2018-07-01 561381671 UMAR SERVICES INC UMAR 7048751328 5350 77 CENTER DRIVE NO 201 CHARLOTTE NC 28217 DENISE SHOCKLEY CHIEF FINANCIAL OFFICER 7048751328 2020-06-08 1 PAULA P TILLEY P00051456 7043770239 2020-06-08 66.77.128.118 2020-06-08 14:27:47 ED P C3F3209612AB21A02B1BEAB9B5908A468CEA1AFD 6208845B982F0F90F6E2F376772AA38B0171DE9E 2018 2020-09-23 17:36:50Z DENISE SHOCKLEY 5350 77 CENTER DRIVE NO 201 CHARLOTTE NC 28217 8099956 0 X WWW.UMARINFO.COM X 1983 NC UMAR PROMOTES COMMUNITY INCLUSION, INDEPENDENCE AND GROWTH FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH RESIDENTIAL, EMPLOYMENT AND CULTURAL ENRICHMENT OPPORTUNITIES. 8 8 277 240 0 0 1039276 1312199 6833586 6747642 0 24129 35974 -21228 7908836 8062742 0 0 0 0 5897522 6080361 0 0 554749 2402062 2682184 8299584 8762545 -390748 -699803 8202123 7628165 660168 650467 7541955 6977698 UMAR PROMOTES COMMUNITY INCLUSION, INDEPENDENCE AND GROWTH FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH RESIDENTIAL, EMPLOYMENT AND CULTURAL ENRICHMENT OPPORTUNITIES. 0 0 4866162 5585552 RESIDENTIAL SERVICES: UMAR HAS 22 GROUP HOMES, 9 SUPPORTED APARTMENTS, AND 1 INDEPENDENT LIVING HOME IN 13 CITIES THROUGHOUT WESTERN NC. RESIDENTIAL SERVICES ACCOUNT FOR 142 OF THE 393 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. 1782876 1162090 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 67 ADULTS WITH IDD FIND AND MAINTAIN EMPLOYMENT, UMAR'S ART CENTERS HELPED 152 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 32 ADULTS IN THEIR COMMUNITY AND IS GROWING. 6649038 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 15 0 277 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 1 0 0 X DENISE SHOCKLEY 7046597640 5350 77 CENTER DRIVE SUITE 201 CHARLOTTE NC 28217 MAX DANIEL TRUSTEE 0.50 X 0 0 0 GIL MIDDLEBROOKS HUMAN RIGHTS BOARD CHAIR 0.50 X 0 0 0 THERESA HALL TRUSTEE 0.50 X 0 0 0 DONNA FRYE TRUSTEE 0.50 X 0 0 0 PARKS HUNTER BOARD CHAIR 1.00 X X 0 0 0 ED IMBROGNO FINANCE CHAIR 0.50 X 0 0 0 MORRY JOHNSTON TRUSTEE 0.50 X 0 0 0 TOM HOLLOWELL TRUSTEE 0.50 X 0 0 0 PAT MIRABELLI TRUSTEE 0.50 X 0 0 0 BILLY MORTON BOARD VICE-CHAIR 0.50 X 0 0 0 MIKE BAILEY TRUSTEE 0.50 X 0 0 0 JOHN WEATHERFORD DIRECTOR OF HUMAN RESOURCE 40.00 X 70564 0 8190 MARILYN GARNER PRESIDENT/CEO 40.00 X 115056 0 9309 ED MANER CHIEF DEVELOPMENT OFFICER 40.00 X 83018 0 6432 DENISE SHOCKLEY CHIEF FINANCIAL OFFICER 40.00 X 77919 0 8378 JONATHAN BRIGGS DIRECTOR OF RESIDENTAL & DAY PROGRAMS 40.00 X 75456 0 7168 422013 0 39477 1 0 0 0 0 362702 949497 1312199 GROUP HOME OPERATIONS 624100 5585552 5585552 DAY PROGRAM 624100 1162090 1162090 6747642 24129 24129 3100 362702 37214 -34114 -34114 MISCELLANEOUS INCOME 624100 12886 12886 12886 8062742 6760528 0 -9985 472379 189684 183124 99571 4316291 3479640 605477 231174 947167 774026 126345 46796 344524 277686 48578 18260 2066 657 1130 279 34625 11011 18940 4674 164776 52399 90132 22245 40823 40823 110105 90626 18545 934 631570 329249 302321 178037 165674 10208 2155 41494 412 5409 35673 255062 252908 2154 117916 94189 23727 REPAIRS & MAINTENANCE 269729 268650 1079 AUTO LEASES & EXPENSES 262606 207721 54097 788 FOOD 207708 207708 BAD DEBT EXPENSE 155511 155511 210156 91287 67492 51377 8762545 6649038 1558758 554749 747078 245185 108271 87857 93050 123555 532237 454174 41457 34778 6833575 3603244 3311837 3230331 3341089 3425764 27104 26521 8202123 7628165 660168 650467 660168 650467 X 6342588 5813389 988803 953745 210564 210564 7541955 6977698 8202123 7628165 -699803 162360 -26814 0 X X 0 1 X 1 0 X 1445097 1205441 930004 1039276 1312199 5932017 1445097 1205441 930004 1039276 1312199 5932017 953392 4978625 29915 4827 20515 24129 79386 26438 13199 34134 51732 12886 138389 6149792 35388529 0.80960 0.80920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3341087 250000 186489 325000 253 26561 3425764 3472846 144459 250000 283 25935 3341087 3260695 227612 314 15147 3472846 3262723 26517 319 28226 3260695 643286 2600000 35317 310 15570 3262723 0.75000 0.06000 0.19000 1 0 207725 207725 5329440 2293505 3035935 700400 892390 -191990 596010 417349 178661 3230331 FOUNDATION FOR THE CAROLINAS 2584498 F UNITED METHODIST FOUNDATION 841266 F 3425764 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, 2019 AND 2018. CHARLOTTE FRIENDS OF UMAR LUNCHEON 264585 264585 2839 10586 GOLF TOURNAMENT 20735 17635 3100 2350 2281 3100 3872 832 2 80482 80482 2848 8506 365802 362702 3100 2350 2281 8787 3872 19924 37214 -34114 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 B, LINE 15A THE BOARD OF DIRECTORS DETERMINES CEO PAY BY REVIEWING COMPENSATION FOR LIKE POSITIONS ACROSS SIMILAR ORGANIZATIONS WITH SIZE TAKEN INTO CONSIDERATION. FROM THIS INFORMATION THE BOARD THEN ESTABLISHES AND VOTES TO APPROVE COMPENSATION FOR ITS CEO. OTHER LEADERSHIP TEAM MEMBERS COMPENSATION IS REVIEWED BY THE CEO TO CONFIRM PAY IS APPROPRIATE AND REASONABLE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AT THE OFFICE. PART XII FINANCIAL STATEMENTS AND REPORTING LINE 2C THE FINANCE COMMITTEE MAINTAINS OVERSIGHT OVER THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. 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 22605 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #1 INC L 23295 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #2 INC K 16897 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #2 INC L 7143 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #3 INC K 26837 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #3 INC L 6008 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #4 INC K 14883 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #4 INC L 4266 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #5 INC K 22519 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #5 INC L 8971 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #6 INC K 18419 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #6 INC L 3911 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #7 INC K 29290 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #7 INC L 4268 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #9 INC K 19799 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #9 INC L 5022 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #10 INC K 19402 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #10 INC L 10981 CASH WESTERN NORTH CAROLINA COMMUNITY APARTMENTS #1 INC K 39065 CASH WESTERN NORTH CAROLINA COMMUNITY APARTMENTS #1 INC L 9499 CASH