UMAR SERVICES INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UMAR SERVICES INC (EIN 56-1381671)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-02-10
- IRS object ID
- 201710419349301756
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-10T14:59:32-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561434747 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREERWALKER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST TRADE ST SUITE 1100 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561381671 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED METHODIST AGENCY FOR THE RETARDED | BusinessNameLine1Txt |
| Business Name Line2 | WESTERN NORTH CAROLINA INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 7048751328 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 | AddressLine1Txt |
| City | HUNTERSVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 280701558 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARILYN GARNER | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 7048751328 | PhoneNum |
| Signature | 2017-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAULA P TILLEY | PreparerPersonNm |
| PTIN | P00051456 | PTIN |
| Phone | 7043770239 | PhoneNum |
| Preparation | 2017-02-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARILYN GARNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 | AddressLine1Txt |
| City | HUNTERSVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 280701558 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,462,056 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UMARINFO.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | UMAR PROMOTES COMMUNITY INCLUSION, INDEPENDENCE AND GROWTH FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH RESIDENTIAL, EMPLOYMENT AND CULTURAL ENRICHMENT OPPORTUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 319 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,445,097 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,205,441 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,654,799 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,216,364 | CYProgramServiceRevenueAmt |
| PY Investment Income | $27,471 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,723 | CYInvestmentIncomeAmt |
| PY Other Revenue | $21,781 | PYOtherRevenueAmt |
| CY Other Revenue | $8,711 | CYOtherRevenueAmt |
| PY Total Revenue | $9,149,148 | PYTotalRevenueAmt |
| CY Total Revenue | $8,435,239 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,781,576 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,897,112 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $305,161 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,648,721 | PYOtherExpensesAmt |
| CY Other Expenses | $2,403,977 | CYOtherExpensesAmt |
| PY Total Expenses | $8,430,297 | PYTotalExpensesAmt |
| CY Total Expenses | $8,301,089 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $718,851 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $134,150 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,181,889 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,365,678 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $602,497 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $658,992 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,579,392 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,706,686 | NetAssetsOrFundBalancesEOYAmt |
| Mission | UMAR PROMOTES COMMUNITY INCLUSION, INDEPENDENCE AND GROWTH FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH RESIDENTIAL, EMPLOYMENT AND CULTURAL ENRICHMENT OPPORTUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,720,601 | ExpenseAmt |
| Revenue | $5,411,030 | RevenueAmt |
| Desc | RESIDENTIAL SERVICES: RESIDENTIAL SERVICES PROVIDES GROUP HOME SERVICES, SUPPORTED APARTMENT SERVICES, IN-HOME SERVICES, COMMUNITY ALTERNATIVE PROGRAM SERVICES AND DEVELOPMENTAL THERAPY SERVICES FOR APPROXIMATELY 200 DEVELOPMENTALLY DISABLED ADULTS. UMAR PROVIDES 24 HOUR CARE FOR ITS RESIDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,986,105 | ExpenseAmt |
| Revenue | $1,805,334 | RevenueAmt |
| Desc | DAY PROGRAM SERVICES: PROVIDE VOCATIONAL SERVICES IN ROCKINGHAM COUNTY. OPPORTUNITIES INCLUDE HORTICULTURE, MOBILE WORK CREWS, ARTS PROGRAM AND PRODUCTION SERVICES. ALTERNATIVE VOCATIONAL SERVICES ARE ALSO AVAILABLE FOR INDIVIDUALS WHO DO NOT NEED OR WANT REGULAR EMPLOYMENT. THESE INDIVIDUALS HAVE AN OPTION TO ATTEND OUR ARTS PROGRAM WHERE THEIR CREATIVITY IS NURTURED AND ENCOURAGED THROUGH MULTIPLE ARTISTIC MEDIUMS. AT THE END OF THIS PROGRAM THE INDIVIDUALS HAVE THE OPTION TO SELL THEIR ART. SUPPORTED EMPLOYMENT HELPS INDIVIDUALS FIND EMPLOYMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,706,706 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 319 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENISE SHOCKLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7046597640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 | AddressLine1Txt |
| City | HUNTERSVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MAX DANIEL | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| GIL MIDDLEBROOKS | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| THERESA HALL | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DONNA FRYE | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PARKS HUNTER | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ED IMBROGNO | ||||||
| FINANCE COMMITTEE MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TOM LAWSON | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| FRANCES MABRY | ||||||
| HUMAN RIGHTS COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDY STARZECKI | ||||||
| HUMAN RIGHTS COMMITTEE MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DAN WARREN | ||||||
| FINANCE COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MORRY JOHNSTON | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TOM HOLLOWELL | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PAT MIRABELLI | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BILLY MORTON | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TERAN MORROW | ||||||
| CHIEF ADMIN OFFICER | 50.00 | $63,848 | $0 | $6,329 | Yes (X) | |
| MARILYN GARNER | ||||||
| PRESIDENT/CEO | 50.00 | $105,048 | $0 | $15,326 | Yes (X) | |
| JEANNINE CARRINGTON | ||||||
| DIRECTOR OF RESIDENTAL SERVICES | 40.00 | $25,098 | $0 | $4,637 | Yes (X) | |
| CAMERON T HUNTER | ||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $59,864 | $0 | $2,845 | Yes (X) | |
| DENISE SHOCKLEY | ||||||
| CHIEF FINANCIAL OFFICER | 50.00 | $0 | $0 | $0 | Yes (X) | |
| JONATHAN BRIGGS | ||||||
| DIRECTOR OF RESIDENTAL SERVICES | 50.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $253,858 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $29,137 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $248,276 | FundraisingAmt |
| All Other Contributions | $957,165 | AllOtherContributionsAmt |
| Total Contributions | $1,205,441 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| GROUP HOME OPERATIONS | 624100 | $5,411,030 | $5,411,030 |
| DAY PROGRAMS | 624100 | $1,805,334 | $1,805,334 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,216,364 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,827 | TotalRevenueColumnAmt |
| Exclusion | $4,827 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,225 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,329 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$104 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$104 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$104 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $248,276 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $4,488 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,488 | TotalRevenueColumnAmt |
| Exclusion | -$4,488 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDS | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $13,199 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,199 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,199 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,435,239 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,229,459 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $339 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,402 | TotalAmt |
| Program Services | $122,653 | ProgramServicesAmt |
| Management And General | $69,050 | ManagementAndGeneralAmt |
| Fundraising | $70,699 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,374,832 | TotalAmt |
| Program Services | $3,820,175 | ProgramServicesAmt |
| Management And General | $402,346 | ManagementAndGeneralAmt |
| Fundraising | $152,311 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $885,336 | TotalAmt |
| Program Services | $760,462 | ProgramServicesAmt |
| Management And General | $94,016 | ManagementAndGeneralAmt |
| Fundraising | $30,858 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,542 | TotalAmt |
| Program Services | $331,942 | ProgramServicesAmt |
| Management And General | $29,714 | ManagementAndGeneralAmt |
| Fundraising | $12,886 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,764 | TotalAmt |
| Program Services | $489 | ProgramServicesAmt |
| Management And General | $13,463 | ManagementAndGeneralAmt |
| Fundraising | $812 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,840 | TotalAmt |
| Program Services | $1,087 | ProgramServicesAmt |
| Management And General | $29,946 | ManagementAndGeneralAmt |
| Fundraising | $1,807 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,299 | TotalAmt |
| Program Services | $3,221 | ProgramServicesAmt |
| Management And General | $88,726 | ManagementAndGeneralAmt |
| Fundraising | $5,352 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,194 | TotalAmt |
| Fundraising | $9,194 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,311 | TotalAmt |
| Program Services | $100,958 | ProgramServicesAmt |
| Management And General | $22,196 | ManagementAndGeneralAmt |
| Fundraising | $157 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $628,504 | TotalAmt |
| Program Services | $294,800 | ProgramServicesAmt |
| Management And General | $333,704 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,570 | TotalAmt |
| Program Services | $181,693 | ProgramServicesAmt |
| Management And General | $7,877 | ManagementAndGeneralAmt |
| Fundraising | $3,000 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,803 | TotalAmt |
| Program Services | $19,983 | ProgramServicesAmt |
| Management And General | $8,362 | ManagementAndGeneralAmt |
| Fundraising | $6,458 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,674 | TotalAmt |
| Program Services | $196,263 | ProgramServicesAmt |
| Management And General | $17,254 | ManagementAndGeneralAmt |
| Fundraising | $2,157 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,982 | TotalAmt |
| Program Services | $66,648 | ProgramServicesAmt |
| Management And General | $34,334 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| AUTO LEASES | $265,074 | $226,090 | $38,915 | $69 |
| REPAIRS AND MAINTENANCE | $258,573 | $237,887 | $20,686 | $0 |
| FOOD | $237,820 | $237,820 | ||
| MISCELLANEOUS EXPENSES | $61,853 | $38,644 | $20,853 | $2,356 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,716 | TotalAmt |
| Program Services | $65,891 | ProgramServicesAmt |
| Management And General | $57,780 | ManagementAndGeneralAmt |
| Fundraising | $7,045 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,301,089 | TotalAmt |
| Program Services | $6,706,706 | ProgramServicesAmt |
| Management And General | $1,289,222 | ManagementAndGeneralAmt |
| Fundraising | $305,161 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $648,270 | BOYAmt |
| EOY | $898,531 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,475 | BOYAmt |
| EOY | $97,477 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,593 | BOYAmt |
| EOY | $88,599 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $560,510 | BOYAmt |
| EOY | $598,626 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,438 | BOYAmt |
| EOY | $33,923 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,228,315 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,871,480 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,426,474 | BOYAmt |
| EOY | $3,356,835 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,262,723 | BOYAmt |
| EOY | $3,260,695 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,406 | BOYAmt |
| EOY | $30,992 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,181,889 | BOYAmt |
| EOY | $8,365,678 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $602,497 | BOYAmt |
| EOY | $620,992 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $38,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $602,497 | BOYAmt |
| EOY | $658,992 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,377,533 | BOYAmt |
| EOY | $6,509,128 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $991,295 | BOYAmt |
| EOY | $986,994 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,564 | BOYAmt |
| EOY | $210,564 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,579,392 | BOYAmt |
| EOY | $7,706,686 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,181,889 | BOYAmt |
| EOY | $8,365,678 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $134,150 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,856 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $852,373 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,854,072 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $900,649 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,445,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,205,441 | CurrentTaxYearAmt |
| Total | $6,257,632 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $852,373 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,854,072 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $900,649 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,445,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,205,441 | CurrentTaxYearAmt |
| Total | $6,257,632 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,573,530 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,684,102 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,101 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,318 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,268 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,915 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,827 | CurrentTaxYearAmt |
| Total | $60,429 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $137,775 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,455 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,986 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,438 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,199 | CurrentTaxYearAmt |
| Total | $217,853 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,535,914 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $35,165,043 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.71670 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71060 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,262,723 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $26,517 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $319 | OtherExpendituresAmt |
| Administrative Expenses | $28,226 | AdministrativeExpensesAmt |
| End Year Balance | $3,260,695 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $643,286 | BeginningYearBalanceAmt |
| Contributions | $2,600,000 | ContributionsAmt |
| Investment Earnings Or Losses | $35,317 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $310 | OtherExpendituresAmt |
| Administrative Expenses | $15,570 | AdministrativeExpensesAmt |
| End Year Balance | $3,262,723 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $550,870 | BeginningYearBalanceAmt |
| Contributions | $11,544 | ContributionsAmt |
| Investment Earnings Or Losses | $85,565 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $274 | OtherExpendituresAmt |
| Administrative Expenses | $4,419 | AdministrativeExpensesAmt |
| End Year Balance | $643,286 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $486,899 | BeginningYearBalanceAmt |
| Contributions | $12,352 | ContributionsAmt |
| Investment Earnings Or Losses | $56,980 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $264 | OtherExpendituresAmt |
| Administrative Expenses | $5,097 | AdministrativeExpensesAmt |
| End Year Balance | $550,870 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $474,865 | BeginningYearBalanceAmt |
| Contributions | $5,900 | ContributionsAmt |
| Investment Earnings Or Losses | $10,897 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,763 | AdministrativeExpensesAmt |
| End Year Balance | $486,899 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.80000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.06000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $207,725 | InvestmentCostOrOtherBasisAmt |
| Book Value | $207,725 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $5,014,221 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $2,045,950 | DepreciationAmt |
| Book Value | $2,968,271 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $683,966 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $596,184 | DepreciationAmt |
| Book Value | $87,782 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $322,403 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $229,346 | DepreciationAmt |
| Book Value | $93,057 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,356,835 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FOUNDATION FOR THE CAROLINAS | $2,606,167 | F |
| UNITED METHODIST FOUNDATION | $654,528 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,260,695 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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: | THE ORGANIZATION 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. AS OF JUNE 30, 2016, THE TAX YEARS ENDED JUNE 30, 2013 THROUGH 2016 WERE OPEN FOR POTENTIAL EXAMINATION BY TAXING AUTHORITIES. NO LIABILITIES FOR UNCERTAIN INCOME TAX POSITIONS WERE RECORDED AS OF JUNE 30, 2016 AND 2015. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LUNCHEONS | Event1Nm |
| Gross Receipts Event1 | $248,276 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $248,276 | CharitableContriEvent1Amt |
| Food And Beverage Event1 | $1,346 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $3,142 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $248,276 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $248,276 | CharitableContributionsTotAmt |
| Food And Beverage Total Events | $1,346 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,142 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $4,488 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$4,488 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS REVIEWED BY A MEMBER OF THE BOARD AND PRESIDENT PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS REVIEWED LIKE POSITIONS ACROSS SIMILAR ORGANIZATIONS WITH SIZE TAKEN INTO CONSIDERATION. THE BOARD THEN ESTABLISHED PAY FOR THE CEO AND OTHER LEADERSHIP TEAM MEMBERS BASED ON THAT INFORMATION. THE BOARD OF DIRECTORS AND COMPENSATION COMMITTEE THEN APPROVES THE COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AT THE OFFICE. |
| FORM 990, PART VII | DENISE SHOCKLEY AND JONATHAN BRIGGS WERE NAMED OFFICERS IN MARCH OF 2016 AND THEREFORE HAD NO W-2 COMPENSATION IN CALENDAR YEAR 2015. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| WESTERN NORTH CAROLINA COMMUNITY HOMES #1 INC | ||||||||||
| PO BOX 1558 | HUNTERSVILLE | NC | 280701558 | 581738203 | HUD HOME OWNED BY UMAR, INC. | NC | 501(C)(3) | 509(A)(1) | UNITED METHODIST AGENCY FOR THE RETARDED INC | Yes (1) |
| WESTERN NORTH CAROLINA COMMUNITY HOMES #2 INC | ||||||||||
| PO BOX 1558 | HUNTERSVILLE | NC | 280701558 | 581738204 | HUD HOME OWNED BY UMAR, INC. | NC | 501(C)(3) | 509(A)(1) | UNITED METHODIST AGENCY FOR THE RETARDED INC | Yes (1) |
| WESTERN NORTH CAROLINA COMMUNITY HOMES #3 INC | ||||||||||
| PO BOX 1558 | HUNTERSVILLE | NC | 280701558 | 581677841 | HUD HOME OWNED BY UMAR, INC. | NC | 501(C)(3) | 509(A)(1) | UNITED METHODIST AGENCY FOR THE RETARDED INC | Yes (1) |
| WESTERN NORTH CAROLINA COMMUNITY HOMES #4 INC | ||||||||||
| PO BOX 1558 | HUNTERSVILLE | NC | 280701558 | 582019040 | HUD HOME OWNED BY UMAR, INC. | NC | 501(C)(3) | 509(A)(1) | UNITED METHODIST AGENCY FOR THE RETARDED INC | Yes (1) |
| WESTERN NORTH CAROLINA COMMUNITY HOMES #5 INC | ||||||||||
| PO BOX 1558 | HUNTERSVILLE | NC | 280701558 | 582115472 | HUD HOME OWNED BY UMAR, INC. | NC | 501(C)(3) | 509(A)(1) | UNITED METHODIST AGENCY FOR THE RETARDED INC | Yes (1) |
| WESTERN NORTH CAROLINA COMMUNITY HOMES #6 INC | ||||||||||
| PO BOX 1558 | HUNTERSVILLE | NC | 280701558 | 561908238 | HUD HOME OWNED BY UMAR, INC. | NC | 501(C)(3) | 509(A)(1) | UNITED METHODIST AGENCY FOR THE RETARDED INC | Yes (1) |
| WESTERN NORTH CAROLINA COMMUNITY HOMES #7 INC | ||||||||||
| PO BOX 1558 | HUNTERSVILLE | NC | 280701558 | 562132193 | HUD HOME OWNED BY UMAR, INC. | NC | 501(C)(3) | 509(A)(1) | UNITED METHODIST AGENCY FOR THE RETARDED INC | Yes (1) |
| WESTERN NORTH CAROLINA COMMUNITY HOMES #9 INC | ||||||||||
| PO BOX 1558 | HUNTERSVILLE | NC | 280701558 | 300147138 | HUD HOME OWNED BY UMAR, INC. | NC | 501(C)(3) | 509(A)(1) | UNITED METHODIST AGENCY FOR THE RETARDED INC | Yes (1) |
| WESTERN NORTH CAROLINA COMMUNITY HOMES #10 INC | ||||||||||
| PO BOX 1558 | HUNTERSVILLE | NC | 280701558 | 205079465 | HUD HOME OWNED BY UMAR, INC. | NC | 501(C)(3) | 509(A)(1) | UNITED METHODIST AGENCY FOR THE RETARDED INC | Yes (1) |
| WESTERN NORTH CAROLINA COMMUNITY APARTMENTS #1 INC | ||||||||||
| PO BOX 1558 | HUNTERSVILLE | NC | 280701558 | 261642311 | HUD HOME OWNED BY UMAR, INC. | NC | 501(C)(3) | 509(A)(1) | UNITED METHODIST AGENCY FOR THE RETARDED INC | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (20 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WESTERN NORTH CAROLINA COMMUNITY HOMES #1 INC | ||
| K | $22,812 | CASH |
| WESTERN NORTH CAROLINA COMMUNITY HOMES #1 INC | ||
| L | $5,505 | CASH |
| WESTERN NORTH CAROLINA COMMUNITY HOMES #2 INC | ||
| K | $17,563 | CASH |
| WESTERN NORTH CAROLINA COMMUNITY HOMES #2 INC | ||
| L | $5,677 | CASH |
| WESTERN NORTH CAROLINA COMMUNITY HOMES #3 INC | ||
| K | $25,663 | CASH |
| WESTERN NORTH CAROLINA COMMUNITY HOMES #3 INC | ||
| L | $8,336 | CASH |
| WESTERN NORTH CAROLINA COMMUNITY HOMES #4 INC | ||
| K | $17,752 | CASH |
| WESTERN NORTH CAROLINA COMMUNITY HOMES #4 INC | ||
| L | $6,648 | CASH |
| WESTERN NORTH CAROLINA COMMUNITY HOMES #5 INC | ||
| K | $21,583 | CASH |
| WESTERN NORTH CAROLINA COMMUNITY HOMES #5 INC | ||
| L | $4,727 | CASH |
| WESTERN NORTH CAROLINA COMMUNITY HOMES #6 INC | ||
| K | $23,120 | CASH |
| WESTERN NORTH CAROLINA COMMUNITY HOMES #6 INC | ||
| L | $4,920 | CASH |
| WESTERN NORTH CAROLINA COMMUNITY HOMES #7 INC | ||
| K | $20,311 | CASH |
| WESTERN NORTH CAROLINA COMMUNITY HOMES #7 INC | ||
| L | $10,114 | CASH |
| WESTERN NORTH CAROLINA COMMUNITY HOMES #9 INC | ||
| K | $16,940 | CASH |
| WESTERN NORTH CAROLINA COMMUNITY HOMES #9 INC | ||
| L | $8,710 | CASH |
| WESTERN NORTH CAROLINA COMMUNITY HOMES #10 INC | ||
| K | $20,274 | CASH |
| WESTERN NORTH CAROLINA COMMUNITY HOMES #10 INC | ||
| L | $2,061 | CASH |
| WESTERN NORTH CAROLINA COMMUNITY APARTMENTS #1 INC | ||
| K | $38,374 | CASH |
| WESTERN NORTH CAROLINA COMMUNITY APARTMENTS #1 INC | ||
| L | $7,234 | CASH |
Comments