2019-02-14T07:16:59-06:00 2018-09-30 560571159 BERNARD ROBINSON & COMPANY LLP PO BOX 19608 GREENSBORO NC 274199608 990 2017-10-01 566056582 UNITED CHURCH HOMES AND SERVICES UNIT 8284658006 100 LEONARD AVENUE NEWTON NC 28658 LEE SYRIA PRESIDENT/CEO 8284658006 2019-02-14 1 OLGA OGANESOV P01279668 3362944494 2019-02-12 12.198.32.162 2019-02-14 08:15:51 ES P 13B6046152FC1F5399C239A3423CEE3D92CEFE46 D2AB350BAE54003E49E54676937DE54EFC937E44 2017 2019-02-21 02:37:17Z LEE SYRIA 100 LEONARD AVENUE NEWTON NC 28658 47691940 0 X WWW.UCHAS.ORG X 1961 NC A CHRISTIAN MINISTRY COMMITTED TO PROVIDING VIBRANT SENIOR LIVING OPPORTUNITIES, DIVERSE PROGRAMS OF OUTREACH, AND COMPASSIONATE HEALTHCARE SERVICES. 18 18 961 180 18905 -74029 143575 1357653 36902181 37810127 2172036 5618670 2872119 2891627 42089911 47678077 180057 260749 0 0 22300768 23260042 0 0 0 17959900 21453779 40440725 44974570 1649186 2703507 121619524 144292548 91326533 113706481 30292991 30586067 A CHRISTIAN MINISTRY COMMITTED TO 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ACS BENEFIT SERVICES INC PO BOX 2000 WINSTONSALEM NC 27102 HEALTH CARE ADMINISTRATOR 3351674 SELECT REHABILITATION INC PO BOX 71985 CHICAGO IL 60694 THERAPIES 2336476 DIVERSIFIED INVESTMENT ADVISORS PO BOX 13029 NEWARK NJ 07188 RETIREMENT SERVICES 1508530 SFCS INC 305 JEFFERSON STREET ROANOKE VA 24011 ARCHITECTURAL ENGINEERING 899656 22 1173763 183890 89893 1357653 RESIDENT REVENUE 623000 35648629 35648629 HOME CARE 621610 2161498 2161498 37810127 2240454 2240454 38737 0 38737 38737 38737 3377628 588 0 0 3377628 588 3378216 3378216 1468 5121 -3653 -3653 7570 8742 -1172 -1172 MANAGEMENT FEE INCOME 541200 1955875 1955875 BUILDING LEASE REVENUE 623000 300500 300500 CHILD DAY CARE 624410 280536 280536 320804 162866 18905 139033 2857715 47678077 40229368 18905 6072151 260749 260749 495186 495186 17194928 14806167 2388761 563982 321478 242504 3585473 3033922 551551 1420473 1200187 220286 66130 66130 188623 188623 4092257 3644974 447283 139961 127287 12674 569473 373543 195930 428758 428758 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0.04800 0.04690 X 0 0 0 0 0 0 1 0 1 0 0 0 0 PART II-B, LINE 1: UNITED CHURCH HOMES AND SERVICES JOINED TOGETHER WITH NORTH CAROLINA HEALTH CARE FACILITIES ASSOCIATION, LEADING AGE NATIONAL, AND LEADING AGE NORTH CAROLINA, TO PERSUADE THE GENERAL PUBLIC TO VOTE FOR ISSUES AFFECTING UCHS AND OUR INDUSTRY. NO EXPENSES WERE INCURRED FOR FISCAL YEAR ENDING 9/30/2018. 1380786 1380786 97834697 52140400 45694297 8039972 5487755 2552217 19089734 3614915 15474819 65102119 LONG-TERM REFUNDS PAYABLE 8026080 RESIDENT PERSONAL FUNDS LIABILITY 102916 REFUNDS PAYABLE 530667 ADVANCE DEPOSITS 367383 RESIDENT ESCROWS 172545 OTHER PAYABLES 385616 DUE TO AFFILIATES/RELATED PARTY 1795538 11380745 X PART X, LINE 2: IT IS THE ORGANIZATION'S POLICY TO EVALUATE ALL TAX POSITIONS TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A "MORE-LIKELY-THAN-NOT" THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN AND WHAT, IF ANY, THE EFFECT OF THE UNCERTAIN TAX POSITION MAY HAVE ON THE FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR 2018 AND 2017. 1 BENEVOLENT ASSISTANCE FOR RESIDENTS WHO ARE UNABLE TO PAY FOR CONTINUING CARE AT THE RESIDENTIAL FACILITIES OPERATED BY UNITED CHURCH HOMES AND SERVICES. EIGHT PRIMARY RESIDENTS RECEIVED BENEVOLENT FUNDS, AND MANY RESIDENTS RECEIVED BLOCK GRANTS. BLOCK GRANTS ARE ASSISTANCE PROVIDED TO MULTIPLE RESIDENTS IN NEED. 8 260749 PART I, LINE 2: THE BENEVOLENT ASSISTANCE FUNDS ARE MANAGED BY THE ORGANIZATION'S FINANCE PERSONNEL TO COVER THE EXPENSES OF INDIGENT RESIDENTS. THE ASSISTANCE IS DISBURSED ON AN AS NEEDED CASE BY CASE BASIS. X X X X X 0 0 0 0 0 0 0 0 0 LEE B SYRIA PRESIDENT/CEO 271700 0 0 0 0 0 33317 0 0 0 305017 0 0 0 GARY W SHULL VP-FINANCE 220711 0 0 0 0 0 31190 0 0 0 251901 0 0 0 AIMEE N REIMANN PACE/VP OF OPERATIONS 191692 0 0 0 0 0 27837 0 0 0 219529 0 0 0 STEPHEN T PATERSON VP OF COMPLIANCE & EDUCATI 175126 0 0 0 0 0 26752 0 0 0 201878 0 0 0 JOYCE B CLINE DIRECTOR OF DEVELOPMENT & 169689 0 0 0 0 0 21275 0 0 0 190964 0 0 0 AMBER T MCINTOSH EXECUTIVE DIRECTOR 159979 0 0 0 0 0 22643 0 0 0 182622 0 0 0 TRACEY THOMAS MEDICAL DIRECTOR 152110 0 0 0 0 0 19267 0 0 0 171377 0 0 0 A NC MEDICAL CARE COMMISSION 521309402 65820YLD6 2015-04-08 23293353 TO REFUND THE 2010 BOND ISSUE. 0 0 0 B NC MEDICAL CARE COMMISSION 521309402 NONEAVAIL 2015-12-10 31570000 TO REFUND PRIOR ISSUE OF BONDS AND TO FINANCE EXPANSION PROJECTS. 0 0 0 C NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 NONEAVAIL 2017-12-28 31940936 TO REFUND 2005B AND A CONSIDERABLE PORTION OF 2015B BONDS. 0 0 0 D NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 NONEAVAIL 2017-11-30 20655000 TO FINANCE THE COST OF CONSTRUCTING AND EQUIPPING A NEW FACILITY. 0 0 0 A 1050000 23293353 1261826 21565660 465867 2012 1 0 1 1 B 28500000 31570000 5124198 460438 25985364 1 0 1 1 C 31940936 1295000 30007117 638819 2007 1 0 1 1 D 20655000 325163 20329837 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 D 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 1 B 0 0 0 0 1 0 0 0 1 C 0 0 0 0 0 0 0 0 1 D 0 0 0 0 1 0 0 0 1 A 0 C 0 D 0 X 1 29000 KELLY BLUE BOOK VALUE X KITCHEN EQUIPMENT 1 42892 VENDOR QUOTES X PIANO 1 18000 EXPERT OPINION 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 RAY WALKER AND BRENDA ECKARD ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE BOARD'S FINANCE COMMITTEE BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND EMPLOYEES OF THE ORGANIZATION HAVE AN OBLIGATION TO CONDUCT BUSINESS WITHIN GUIDELINES THAT PROHIBIT ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. ALL EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO EVALUATE COMPLIANCE WITH CONFLICT OF INTEREST POLICY ANNUALLY AND DISCLOSE ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT IS DETERMINED BY THE BOARD'S EXECUTIVE COMMITTEE. THE PROCESS FOR DETERMINING COMPENSATION INCLUDES THE USE OF AN INDEPENDENT CONSULTANT, SALARY SURVEYS OF SIMILAR ORGANIZATIONS ACROSS THE COUNTRY AS WELL AS THE USE OF COMPARABILITY DATA. COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS SUGGESTED BY THE CEO AND APPROVED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE KEPT ON FILE AT THE ADMINISTRATION OFFICE AND ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. 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