2017-02-10T14:59:32-06:00 2016-06-30 561434747 GREERWALKER LLP 227 WEST TRADE ST SUITE 1100 CHARLOTTE NC 28202 990 2015-07-01 561381671 UNITED METHODIST AGENCY FOR THE RETARDED WESTERN NORTH CAROLINA INC UNIT 7048751328 PO BOX 1558 HUNTERSVILLE NC 280701558 MARILYN GARNER PRESIDENT & CEO 7048751328 2017-02-09 1 PAULA P TILLEY P00051456 7043770239 2017-02-09 2015 2021-01-29 14:40:06Z MARILYN GARNER PO BOX 1558 HUNTERSVILLE NC 280701558 8462056 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. 13 13 319 300 0 0 1445097 1205441 7654799 7216364 27471 4723 21781 8711 9149148 8435239 0 0 0 0 5781576 5897112 0 0 305161 2648721 2403977 8430297 8301089 718851 134150 8181889 8365678 602497 658992 7579392 7706686 UMAR PROMOTES COMMUNITY INCLUSION, INDEPENDENCE AND GROWTH FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH RESIDENTIAL, EMPLOYMENT AND CULTURAL ENRICHMENT OPPORTUNITIES. 0 0 4720601 5411030 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. 1986105 1805334 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. 6706706 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 23 0 319 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 1 1 1 0 X DENISE SHOCKLEY 7046597640 PO BOX 1558 HUNTERSVILLE NC 28070 X MAX DANIEL TRUSTEE 0.50 X 0 0 0 GIL MIDDLEBROOKS CHAIR 1.00 X X 0 0 0 THERESA HALL TRUSTEE 0.50 X 0 0 0 DONNA FRYE TRUSTEE 0.50 X 0 0 0 PARKS HUNTER TRUSTEE 0.50 X 0 0 0 ED IMBROGNO FINANCE COMMITTEE MEMBER 0.50 X 0 0 0 TOM LAWSON TRUSTEE 0.50 X 0 0 0 FRANCES MABRY HUMAN RIGHTS COMMITTEE CHAIR 1.00 X 0 0 0 ANDY STARZECKI HUMAN RIGHTS COMMITTEE MEMBER 0.50 X 0 0 0 DAN WARREN FINANCE COMMITTEE CHAIR 1.00 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 TRUSTEE 0.50 X 0 0 0 TERAN MORROW CHIEF ADMIN OFFICER 50.00 X 63848 0 6329 MARILYN GARNER PRESIDENT/CEO 50.00 X 105048 0 15326 JEANNINE CARRINGTON DIRECTOR OF RESIDENTAL SERVICES 40.00 X 25098 0 4637 CAMERON T HUNTER DIRECTOR OF DEVELOPMENT 40.00 X 59864 0 2845 DENISE SHOCKLEY CHIEF FINANCIAL OFFICER 50.00 X 0 0 0 JONATHAN BRIGGS DIRECTOR OF RESIDENTAL SERVICES 50.00 X 0 0 0 253858 0 29137 1 0 0 0 0 248276 957165 1205441 GROUP HOME OPERATIONS 624100 5411030 5411030 DAY PROGRAMS 624100 1805334 1805334 7216364 4827 4827 22225 22329 -104 -104 -104 0 248276 4488 -4488 -4488 REFUNDS 624100 13199 13199 13199 8435239 7229459 0 339 262402 122653 69050 70699 4374832 3820175 402346 152311 885336 760462 94016 30858 374542 331942 29714 12886 14764 489 13463 812 32840 1087 29946 1807 97299 3221 88726 5352 9194 9194 123311 100958 22196 157 628504 294800 333704 192570 181693 7877 3000 34803 19983 8362 6458 215674 196263 17254 2157 100982 66648 34334 AUTO LEASES 265074 226090 38915 69 REPAIRS AND MAINTENANCE 258573 237887 20686 0 FOOD 237820 237820 MISCELLANEOUS EXPENSES 61853 38644 20853 2356 130716 65891 57780 7045 8301089 6706706 1289222 305161 648270 898531 137475 97477 80593 88599 560510 598626 40438 33923 6228315 2871480 3426474 3356835 3262723 3260695 25406 30992 8181889 8365678 602497 620992 38000 602497 658992 X 6377533 6509128 991295 986994 210564 210564 7579392 7706686 8181889 8365678 134150 -6856 0 X X 0 1 X 1 0 X 852373 1854072 900649 1445097 1205441 6257632 852373 1854072 900649 1445097 1205441 6257632 1573530 4684102 6101 12318 7268 29915 4827 60429 137775 37455 2986 26438 13199 217853 6535914 35165043 0.71670 0.71060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3262723 26517 319 28226 3260695 643286 2600000 35317 310 15570 3262723 550870 11544 85565 274 4419 643286 486899 12352 56980 264 5097 550870 474865 5900 10897 4763 486899 0.80000 0.06000 0.14000 1 0 207725 207725 5014221 2045950 2968271 683966 596184 87782 322403 229346 93057 3356835 FOUNDATION FOR THE CAROLINAS 2606167 F UNITED METHODIST FOUNDATION 654528 F 3260695 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: 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. LUNCHEONS 248276 248276 1346 3142 248276 248276 1346 3142 4488 -4488 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. 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 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 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 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 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 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 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 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 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 1 WESTERN NORTH CAROLINA COMMUNITY APARTMENTS #1 INC PO BOX 1558 HUNTERSVILLE NC 280701558 261642311 HUD HOME OWNED BY UMAR, INC. 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