2018-02-15T09:35:10-06:00 2017-09-30 560571159 BERNARD ROBINSON & COMPANY LLP PO BOX 19608 GREENSBORO NC 274199608 990 2016-10-01 566056582 UNITED CHURCH HOMES AND SERVICES UNIT 8284658006 100 LEONARD AVENUE NEWTON NC 28658 LEE SYRIA PRESIDENT/CEO 8284658006 2018-02-15 1 OLGA OGANESOV P01279668 3362944494 2018-02-10 12.198.32.162 2018-02-15 10:33:41 ES P 9508B39AA13BF4E6BF634EF7B23195FBCCD7E9ED 9E569309DA125CB66FFB704BB08D0823AE232AFB 2016 2021-01-29 14:40:06Z LEE SYRIA 100 LEONARD AVENUE NEWTON NC 28658 42097502 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. 20 20 913 154 20089 -70149 63293 143575 34716558 36902181 1278820 2172036 2673257 2872119 38731928 42089911 136974 180057 0 0 21942487 22300768 0 0 0 17856912 17959900 39936373 40440725 -1204445 1649186 99822801 121619524 74354699 91326533 25468102 30292991 A CHRISTIAN MINISTRY COMMITTED TO PROVIDING 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1.00 X 0 0 0 JAMES W BUCHANAN SR BOARD MEMBER 1.00 X 0 0 0 BETH L DEAL BOARD MEMBER 1.00 X 0 0 0 NAOMI Y EAST BOARD MEMBER 1.00 X 0 0 0 WALTER HOFFMAN BOARD MEMBER 1.00 X 0 0 0 PARKER D HOWELL III BOARD MEMBER 1.00 X 0 0 0 JOAN K MARSH BOARD MEMBER 1.00 X 0 0 0 KELSEY MCCLEAVE BOARD MEMBER 1.00 X 0 0 0 RANDALL L ORWIG BOARD MEMBER 1.00 X 0 0 0 BRAD THIE BOARD MEMBER 1.00 X 0 0 0 RAY H WALKER BOARD MEMBER 1.00 X 0 0 0 RICK MATTHEWS ADVISORY COUNCIL 1.00 X 0 0 0 HEATHER PAUL ADVISORY COUNCIL 1.00 X 0 0 0 A DARRELL SLUDER JR ADVISORY COUNCIL 1.00 X 0 0 0 LEE B SYRIA PRESIDENT/CEO 40.00 X 240842 0 32395 GARY W SHULL VP-FINANCE 40.00 X 203515 0 30291 JOYCE B CLINE DIRECTOR OF DEVELOPMENT & PR 40.00 X 210634 0 21534 AIMEE N REIMANN PACE/VP OF OPERATIONS 40.00 X 176739 0 26896 STEPHEN T PATERSON VP OF COMPLIANCE & EDUCATION 40.00 X 160179 0 10690 AMBER T MCINTOSH EXECUTIVE DIRECTOR 40.00 X 146909 0 19491 ELIZABETH B WHITE MARKETING 40.00 X 144841 0 7575 1283659 0 148872 16 0 1 0 ACS BENEFIT 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0.90030 0.04690 0.04720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 9/30/2017. 1380787 1380787 97507715 48184472 49323243 7922328 5423490 2498838 7861069 3286770 4574299 57777167 LONG-TERM REFUNDS PAYABLE 8514194 RESIDENT PERSONAL FUNDS LIABILITY 32595 REFUNDS PAYABLE 682405 ADVANCE DEPOSITS 225161 RESIDENT ESCROWS 428355 OTHER PAYABLES 266246 DUE TO AFFILIATES/RELATED PARTY 725161 10874117 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 2017 AND 2016. 1 BENEVOLENT ASSISTANCE FOR RESIDENTS WHO ARE UNABLE TO PAY FOR CONTINUING CARE AT THE RESIDENTIAL FACILITIES OPERATED BY UNITED CHURCH HOMES AND SERVICES. SIX PRIMARY RESIDENTS RECEIVED BENEVOLENT FUNDS, AND MANY RESIDENTS RECEIVED BLOCK GRANTS. BLOCK GRANTS ARE ASSISTANCE PROVIDED TO MULTIPLE RESIDENTS IN NEED. 6 180057 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 240842 0 0 0 0 0 32395 0 0 0 273237 0 0 0 GARY W SHULL VP-FINANCE 203515 0 0 0 0 0 30291 0 0 0 233806 0 0 0 JOYCE B CLINE DIRECTOR OF DEVELOPMENT & PR 210634 0 0 0 0 0 21534 0 0 0 232168 0 0 0 AIMEE N REIMANN PACE/VP OF OPERATIONS 176739 0 0 0 0 0 26896 0 0 0 203635 0 0 0 STEPHEN T PATERSON VP OF COMPLIANCE & EDUCATION 160179 0 0 0 0 0 10690 0 0 0 170869 0 0 0 AMBER T MCINTOSH EXECUTIVE DIRECTOR 146909 0 0 0 0 0 19491 0 0 0 166400 0 0 0 ELIZABETH B WHITE MARKETING 144841 0 0 0 0 0 7575 0 0 0 152416 0 0 0 A NC MEDICAL CARE COMMISSION 521309402 65820YEH5 2005-04-21 18723911 TO REFUND PRIOR ISSUE OF BONDS AND TO FINANCE EXPANSION PROJECTS. 0 0 0 B NC MEDICAL CARE COMMISSION 521309402 65820YLD6 2015-04-08 23293353 TO REFUND THE 2010 BOND ISSUE. 0 0 0 C NC MEDICAL CARE COMMISSION 521309402 2015-12-10 31570000 TO REFUND PRIOR ISSUE OF BONDS AND TO FINANCE EXPANSION PROJECTS. 0 0 0 A 13755000 18723911 16841213 374478 1503242 4978 2007 1 0 1 1 B 750000 23293353 1261826 21565660 465867 2012 1 0 1 1 C 1635000 31570000 5124198 460438 25985364 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 A 0 0 0 0 1 0 0 0 0 B 0 0 0 0 0 0 0 0 1 C 0 0 0 0 1 0 0 0 1 A 0 B 0 C 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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