2017-08-11T09:44:15-05:00 2016-12-31 061009205 BLUM SHAPIRO & COMPANY PC 1 INTERNATIONAL PLACE 16TH FLOOR BOSTON MA 02110 990 2016-01-01 050500898 UNITED METHODIST ELDER CARE UNIT 4014387210 40 IRVING AVENUE EAST PROVIDENCE RI 02914 SHIRLEE FLEET DIRECTOR OF FINANCE 4014387210 2017-08-09 1 LAURA J KENNEY P00202198 6172211944 2017-08-08 50.200.120.74 2017-08-09 11:44:14 ED P 1EAB3528AA1D164A312CA29E06AF0C3F5801D525 1EAB3528AA1D164A312CA29E06AF0C3F5801D525 2016 2021-01-29 14:40:06Z SHIRLEE FLEET 40 IRVING AVENUE EAST PROVIDENCE RI 02914 1720876 0 X N/A X 1997 RI LOCATED IN EAST PROVIDENCE, RHODE ISLAND, UNITED METHODIST ELDER CARE IS AN AFFORDABLE CONTINUUM OF HOUSING AND CARE SERVING VERY-LOW TO MODERATE INCOME SENIORS. AS THE PARENT ORGANIZATION, UNITED METHODIST ELDER CARE CONSISTS OF FOUR SEPARATE SUBSIDIARY ORGANIZATIONS. WINSLOW GARDENS, LINN HEALTH CARE CENTER, AND ARBOR HILL ASSISTED LIVING PROVIDE A FULL-COMPLEMENT OF SERVICES TO THE LOW TO MODERATE INCOME AGING THROUGHOUT SOUTHEASTERN MASSACHUSETTS AND RHODE ISLAND. UNITED METHODIST ELDER CARE FOUNDATION PROVIDES SUPPORT AND FINANCIAL ASSISTANCE TO THE PARENT ORGANIZATION AND OTHER SUBSIDIARY ORGANIZATIONS. UNITED METHODIST ELDER CARE IS AN EQUAL OPPORTUNITY PROVIDER OF HOUSING AND CARE WELCOMING ALL RELIGIOUS, ETHNIC, CULTURAL, AND SOCIO-ECONOMIC BACKGROUNDS AND SUPPORTS PRODUCTIVE AND JOYFUL AGING. ITS HISTORICAL CONNECTION TO THE NEW ENGLAND CONFERENCE OF THE UNITED METHODIST CHURCH PROVIDES THE IMPETUS OF ITS PERSPECTIVE AND COMMITMENT TO HUMAN DIGNITY AND QUALITY CARE. 19 19 9 22 0 0 239905 163491 1463549 1553362 150 136 4627 3887 1708231 1720876 0 0 0 0 1234575 1112651 0 0 0 403864 621977 1638439 1734628 69792 -13752 1722740 1894828 2696516 2882356 -973776 -987528 X THE PRIMARY EXEMPT PURPOSE IS TO PROVIDE HOUSING, NURSING CARE, ASSISTED LIVING AND OTHER FACILITIES AND SERVICES ESPECIALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS OF THE AGED AND TO CONTRIBUTING TO THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING; TO THAT END, IT IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF THE FOLLOWING NON-PROFIT ORGANIZATIONS AND SHALL BE OPERATED, SUPERVISED OR CONTROLLED IN CONNECTION WITH THE FOLLOWING ORGANIZATIONS: UNITED METHODIST RETIREMENT CENTER, UNITED METHODIST HEALTH CARE CENTER, UNITED METHODIST ELDER CARE FOUNDATION AND ARBOR HILL ASSISTED LIVING. 0 0 1106172 1553362 THE ORGANIZATION MANAGES THE OPERATIONS OF FOUR RELATED ORGANIZATIONS THAT PROVIDE HEALTH AND RETIREMENT SERVICES TO THE ELDERLY. 1106172 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 0 0 9 1 0 0 0 0 0 0 0 0 0 0 X 19 19 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X SHIRLEE FLEET 4014387210 40 IRVING AVENUE EAST PROVIDENCE RI 02914 DANIEL GENANNT PRESIDENT 3.00 X X 0 0 0 MICHAEL COLE VICE PRESIDENT 3.00 X X 0 0 0 BRUCE ANDREWS TREASURER 3.00 X X 0 0 0 HANNAH BELL-LOMBARDO SECRETARY 3.00 X X 0 0 0 NORA ALMOND BOARD MEMBER 3.00 X 0 0 0 DOUGLAS BURGESS BOARD MEMBER 3.00 X 0 0 0 RACHEL FILINSON BOARD MEMBER 3.00 X 0 0 0 ROBERT GAUTHIER BOARD MEMBER 3.00 X 0 0 0 REV ALTHEA JACKSON BOARD MEMBER 3.00 X 0 0 0 KEITH N JOHNSON BOARD MEMBER 3.00 X 0 0 0 REV DR JAMES MARTIN BOARD MEMBER 3.00 X 0 0 0 CYNTHIA MAUCH BOARD MEMBER 3.00 X 0 0 0 GALE O'NEIL BOARD MEMBER 3.00 X 0 0 0 VALERIE PERRY BOARD MEMBER 3.00 X 0 0 0 JASON C PRECIPHS ESQ BOARD MEMBER 3.00 X 0 0 0 FRANCIS RICHARDS BOARD MEMBER 3.00 X 0 0 0 DONALD A RIPLEY BOARD MEMBER 3.00 X 0 0 0 KENNETH C SAUNDERS BOARD MEMBER 3.00 X 0 0 0 SUSAN M THURSTON ESQ BOARD MEMBER 3.00 X 0 0 0 SANDRA CULLEN SENIOR MANAGER 1.00 39.00 X 0 92970 12078 SHIRLEE FLEET DIRECTOR OF FINANCE 36.00 4.00 X 100000 0 12500 PAUL PARKS JR EXEC DIRECTOR (TERM ENDED 7/2016) 36.00 4.00 X 93192 0 0 193192 92970 24578 0 0 0 0 0 163491 163491 RENT & SERVICE INCOME 623000 973112 973112 MANAGEMENT FEE INCOME 541610 580250 580250 1553362 136 136 MISCELLANEOUS REVENUE 900099 3887 3887 3887 1720876 1553362 0 4023 205692 205692 732033 524338 207695 10523 9364 1159 75271 46341 28930 89132 50512 38620 48850 48850 893 893 13239 13239 725 725 1674 1674 35725 15516 20209 14873 14873 1766 896 870 1566 1566 251330 251330 822 822 50039 17787 32252 FOOD 132166 132166 PROGRAM SUPPLIES 25201 25201 PAYROLL AND DATA PROCES 12093 12093 TELEPHONE 9727 9727 21288 17026 4262 1734628 1106172 628456 0 334835 150147 1108287 1304239 11438 22039 101880 100216 2486 1664 265694 416739 1722740 1894828 273194 344575 2423322 2537781 2696516 2882356 X -1413723 -1350218 347447 270190 92500 92500 -973776 -987528 1722740 1894828 -13752 0 X X 0 1 X 1 0 X 201321 328722 156137 239905 163491 1089576 201321 328722 156137 239905 163491 1089576 256705 832871 346 162 150 150 136 944 3081 386 4363 4627 3887 16344 1106864 6124380 0.75250 0.79470 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2012 AMOUNT: $ 3,081. 2013 AMOUNT: $ 386. 2014 AMOUNT: $ 4,363. 2015 AMOUNT: $ 4,627. 2016 AMOUNT: $ 3,887. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100553 99022 1531 1327 1194 133 1664 DUE FROM AFFILIATE 416239 OTHER 500 416739 DUE TO CENTRALIZED PAYROLL 2482250 DUE TO AFFILIATE 55531 2537781 X PART X, LINE 2: MANAGEMENT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS. FOLLOWING IS THE TEXT OF THE FINANCIAL STATEMENT FOOTNOTE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND ITS SUBSIDIARIES AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION AND ITS SUBSIDIARIES HAVE TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY INTERNAL REVENUE SERVICE. THE ORGANIZATION AND ITS SUBSIDIARIES ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION AND ITS SUBSIDIARIES RECOGNIZE INTEREST AND PENALTIES, IF APPLICABLE, AS A COMPONENT OF INTEREST EXPENSE. FORM 990, PART VI, SECTION A, LINE 2 OFFICERS SANDRA CULLEN, SHIRLEE FLEET, AND PAUL PARKS JR. HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER THROUGH THEIR EMPLOYMENT BY RELATED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A BISHOP OF THE NEW ENGLAND CONFERENCE OF THE UNITED METHODIST CHURCH SHALL BE ONE MEMBER OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERSHIP OF THE ORGANIZATION ARE ELECTED TO THE CORPORATION BY THE NEW ENGLAND CONFERENCE OF THE UNITED METHODIST CHURCH. FORM 990, PART VI, SECTION B, LINE 11B IT IS UNITED METHODIST ELDER CARE'S POLICY THAT UNITED METHODIST ELDER CARE'S FINANCE COMMITTEE WILL REVIEW THE IRS FORM 990 THAT IS FILED ON THE ORGANIZATION'S BEHALF. THE FINANCE COMMITTEE WILL REPORT ITS REVIEW TO THE BOARD OF DIRECTORS. A COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES EACH BOARD MEMBER AND MANAGER TO PROVIDE AN INITIAL AND THEREAFTER AN ANNUAL CONFLICT OF INTEREST STATEMENT ATTESTING THAT HE OR SHE HAS READ AND IS FAMILIAR WITH THE CONFLICT OF INTEREST POLICY. IN THE CONFLICT OF INTEREST POLICY, THEY ARE REQUIRED TO DISCLOSE ANY RELATIONSHIPS OR BUSINESS DEALINGS IN WHICH THERE IS THE POTENTIAL FOR A CONFLICT OF INTEREST TO EXIST. THE EXECUTIVE DIRECTOR ENSURES THAT CONFLICT OF INTEREST STATEMENTS ARE SIGNED BY ALL THOSE REQUIRED. IF A CONFLICT OF INTEREST ARISES THEN IT IS REFERRED TO THE EXECUTIVE BOARD FOR RESOLUTION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE TAKES INTO ACCOUNT THE COMPENSATION PAID TO SIMILAR EXECUTIVE DIRECTORS AT COMPARABLE NON-PROFIT ORGANIZATIONS IN THE AREA. THE COMMITTEE ALSO CONSIDERS THE PERFORMANCE OF THE ORGANIZATION DURING THE REVIEW PERIOD AND THE EXECUTIVE DIRECTOR'S SUCCESS IN ACHIEVING THE ORGANIZATION'S GOALS. THE DISCUSSIONS AND DECISION OF THE EXECUTIVE DIRECTOR'S COMPENSATION ARE DOCUMENTED BY THE FINANCE COMMITTEE DURING ITS MEETING. THE EXECUTIVE DIRECTOR REVIEWS ALL MANAGEMENT EMPLOYEES FOR COMPENSATION DECISIONS, WHICH ARE MADE WITHIN THE PARAMETERS ESTABLISHED WITHIN THE BUDGET THAT IS APPROVED BY THE BOARD OF DIRECTORS. THE EXECUTIVE DIRECTOR CONSIDERS THE PERFORMANCE OF EACH INDIVIDUAL DURING THE REVIEW PERIOD AND CONSIDERS THE EMPLOYEE'S SUCCESS IN ACHIEVING THE ORGANIZATIONAL GOALS. ALSO, THE EXECUTIVE DIRECTOR COMPARES COMPENSATION OF COMPARABLE NON-PROFIT ORGANIZATIONS IN THE AREA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC AT THE MAIN OFFICE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE ANNUAL AUDIT OF THE FINANCIAL STATEMENTS. 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