2017-08-14T07:00:10-07:00 2016-12-31 990 2016-01-01 344429276 United Church Homes Inc UNIT 7403824885 PO Box 1806 Marion OH 433011806 JOHN K RENNER SR. VP OF FINANCE & BUSINESS STRATE 7403824885 2017-07-26 98.102.204.110 2017-08-14 06:59:59 PD P 349ED30487FA87947D6BA7D2B2C9C5CF80F1C6A3 349ED30487FA87947D6BA7D2B2C9C5CF80F1C6A3 2016 2021-01-29 14:40:06Z Rev Daniel PO Box 1806 Marion OH 43302 83549630 false X www.unitedchurchhomes.org X 1920 OH See Page 2, Part III, Question 4a 18 17 2699 673 334069 3416591 1551343 68752180 76453942 2330530 1187634 3661535 4333078 78160836 83525997 0 0 35448124 39951343 0 1122643 35855677 41351695 71303801 81303038 6857035 2222959 136031546 141493241 56763624 58479359 79267922 83013882 See Page 2, Part III, Question 4a false false 74970045 79595136 UNITED CHURCH HOMES (UCH) IS A CHARITABLE, NOT-FOR PROFIT ORGANIZATION WHICH OWNS AND OPERATES LONG-TERM CARE, LICENSED SKILLED NURSING COMMUNITIES, RESIDENTIAL SENIOR HOUSING, AND HANDICAPPED COMMUNITIES PRIMARILY FOR SENIORS AND OTHER DISABLED INDIVIDUALS. 1305311 1675380 UNITED CHURCH HOMES (UCH) OFFERS AFFORDABLE HOUSING COMMUNITIES FOR RETIRED AND/OR DISABLED INDIVIDUALS. AS SPONSOR OF THESE LOW-INCOME HOUSING CORPORATIONS, UCH HELPS PROMOTE SAFE AND SECURE ENVIRONMENTS, WHICH ENCOURAGE INDEPENDENT LIVING FOR THEIR LOW-INCOME ELDERLY RESIDENTS. 474985 370069 UNITED CHURCH HOMES (UCH) OFFERS MANAGEMENT SERVICES TO HOUSING COMMUNITIES FOR RETIRED AND/OR DISABLED INDIVIDUALS. AS MANAGER OF THESE LOW-INCOME HOUSING CORPORATIONS, UCH HELPS PROMOTE SAFE AND SECURE ENVIRONMENTS FOR THE LOW-INCOME ELDERLY/DISABLED RESIDENTS.. 76750341 true true false false false false false false true true true false true true true false true true false false false false false false false false false false false true true false false false false false false false false false false false false false false false true false false true false true 91 0 false 2699 true true true false false false false true true false false false false false false false false false X 18 17 false false false false true false false true true false true true true true true true true true true false false IN OH GA X John K Renner VPCFO 7403824885 PO Box 1806 Marion OH 433011806 REV KATHERINE ANADEIN Director 1.00 X 0 0 0 REV GEOFFREY BLACK Director 1.00 X 0 0 0 REV DANIEL L BUSCH Director 1.00 X 0 0 0 REV JOHN CRAMTON Director 1.00 X 0 0 0 MRS SUZANNE S ELLIS Director 1.00 X 0 0 0 MR ROBERT LEE Director 1.00 X 0 0 0 MS SANDY LINDAHL Director 1.00 X 0 0 0 MR ALAN B MIKESELL Director 1.00 X 0 0 0 REV DAVID SCHWAB Director, Executive Committee 1.00 X 0 0 0 MRS S JEAN SZILAGYI Director 1.00 X 0 0 0 REV ROBERT TUSSING Director 1.00 X 0 0 0 MR KARL ULRICH Director 1.00 X 0 0 0 MS DIANE MORENO ZERBY Director 1.00 X 0 0 0 MS CATHERINE GREEN Vice Chair-Executive Committee 2.00 X X 0 0 0 MR JAMES L HENRY Chair-Executive Committee 2 X X MR PHILIP MALLOTT Treasurer, Executive Committee 2 X X MRS SUSAN B SHEIDLER Secretary, Exec. Chair 2 X X REV KENNETH V DANIEL President/CEO 40 X X 459612 120587 MRS GLORIA HURWITZ Vice President 40 X 181182 12365 MR CHARLES MOONEY Senior Vice President 40 X 326084 120587 JOHN K RENNER Senior Vice President 40 X 297230 45827 SCOTT SLUTZ Vice President 40 X 119732 52425 MRS CHERYL L WICKERSHAM Vice President 40 X 150486 40570 MR KENNETH L YOUNG Vice President 40 X 238069 42300 MR DANIEL CANNONE Key Employee 40 X 168867 33776 3052319 650408 16 true true false Thomas & Marker Construction 2011 Riverside Dr Columbus OH 43221 Construction 6698363 Heritge Healthcare 536 Old Howell Rd Greenville SC 29615 Rehabilitation 3880580 Omnicare Inc 100 East RiverCenter Blvd Covington KY 41011 Pharmaceutical Services 1552769 Seneca Medical Inc 85 Shaffer Park Dr Tiffin OH 44883 Medical Products 883007 Blue Sky Therapy 2225 Taylor Park Dr Reynoldsburg OH 43068 Rehabilitation 830661 52 40025 1511318 1551343 Resident Services 623000 73197916 HSG Management Fees 623000 1911476 334069 UCH Assurance 623000 454194 UCHM Management Fees 623000 294076 Misc. Service Revenue 623000 363328 232952 76453942 1211267 23633 -23633 -23633 -23633 40025 Business Combinations Inherent Cont. 623000 4333078 4333078 4333078 83525997 81640585 334069 3052319 675476 2195661 181182 33600160 31113775 2275282 211103 528828 273829 239270 15729 192384 120025 67578 4781 2577652 2287125 264500 26027 260819 226373 29551 4895 116398 74792 33170 8436 195766 0 195766 0 784261 522478 261783 0 608454 214003 211906 182545 2942861 2806244 134142 2475 603422 145196 410029 48197 133312 69968 54921 8423 860692 859942 750 0 0 5321041 -5498134 177093 4834330 4552095 281291 944 1283396 916544 366852 0 Medical Insurance 5847355 5201080 608104 38171 Ancillary Labor 4862957 4862957 0 0 Bed Tax 3275713 3275713 0 0 Ancillary Supplies 3480039 3480039 0 0 11261920 9751646 1297632 212642 81303038 76750341 3430054 1122643 6700 6308 9803795 3772072 182708 163715 8943438 8136348 100443 100443 702316 369977 138516815 65406938 62994292 73109877 30442856 36659619 1500000 1500000 15343963 13186188 512480 5498555 4488694 136031546 141493241 11534070 11526248 1287365 1526254 27075009 25123343 142687 154762 3855413 3855413 12869080 16293339 56763624 58479359 X 64357407 70003090 9473278 7479374 5437237 5531418 79267922 83013882 136031546 141493241 X 2222959 1082474 174526 266001 X false true X true true true X 0 0 0 795996 5772232 2096164 3416591 1551343 13632326 59438047 59533988 62208819 68246590 75523593 324951037 60234043 65306220 64304983 71663181 77074936 338583363 338583363 825572 1160570 2298177 2624852 1211267 8120438 351211 389698 407984 328161 334069 1811123 1176783 1550268 2706161 2953013 1545336 9931561 123985 140453 149103 3838964 4905725 9158230 357673154 0.94660 0.02780 X Pt III Ln 12 Other Income Part III, Line 12 Description: Business Contribution 2012: 0. 2013: 0. 2014: 0. 2016: 4333078. Description: Bargain Purchase Gain 2012: 0. 2013: 0. 2014: 0. 2015: 3661535. Description: Chapel Offerings 2012: 0. 2013: 0. 2014: 27728. 2015: 15507. 2016: 14865. Description: Guest Meals 2012: 12605. 2013: 10723. 2014: 6820. 2015: 26451. 2016: 39886. Description: Guest Rooms 2012: 11626. 2013: 16902. 2014: 4393. 2015: 14999. 2016: 20487. Description: Misc Office Income 2012: 12981. 2013: 0. 2014: 0. 2015: 63697. 2016: 1494. Description: Carport Rental 2012: 12118. 2013: 10197. 2014: 9002. 2015: 14799. 2016: 21065. Description: Damages & Cleaning Fees 2012: 21350. 2013: 23350. 2014: 22313. 2015: 11500. 2016: 19259. Description: Television Services 2012: 4158. 2013: 2466. 2016: 6893. Description: Misc Telephone 2012: 579. 2013: -68. 2014: -1313. 2016: 3852. Description: Hospitality Service 2012: 5. 2013: 2910. 2014: 10943. 2015: 8858. 2016: 23201. Description: Gift Shop Rev 2012: 8217. 2013: 5497. 2014: 4429. 2016: 6497. Description: Consulting Rev 2012: 7768. 2013: 11297. 2014: 13946. Description: Misc. Other 2012: 19870. 2013: 18845. 2014: 19217. 2016: 363328. Description: Beauty & Barber 2012: 4276. 2013: 4879. 2014: 6270. 2015: 8945. 2016: 10339. Description: Vending Machine 2012: 3237. 2013: 3182. 2014: 3028. 2016: 6438. Description: Ice Cream Parlor 2012: 2913. 2013: 28330. 2014: 20744. 2015: 12673. 2016: 12115. Description: Catering Rev 2012: 1070. 2013: 1713. 2014: 1543. 2016: 20375. Description: Concierge Service 2012: 1129. 2013: 230. 2014: 40. Description: Transportation Service 2012: 83. 2013: 0. 2016: 2553. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true 5966200 1094964 98569 3067609 4092124 6407112 2787313 -1121375 2106850 5966200 6393054 1906127 143966 2036035 6407112 1016737 5801305 227499 652487 6393054 962216 173486 118965 1016737 false false false 4914743 4914743 104415339 46395193 58020146 17792672 10884354 6908318 11394061 8127391 3266670 73109877 Donor Restricted Assets 7395296 F Donor Restricted Endowments 4995624 F Donor Restricted Trust 795268 F 13186188 Land Held for Future Development 515994 Operating Rights 2010013 Receivables from Affiliates 633680 Resident Escrow 500441 Pooled Income Funds 210924 Donor Restricted Funds 246577 Other Assets 371065 Workers Compensation Cliam 4488694 Refundable Entrance Fees 12187568 Long-Term Gift Annuity & Other 3726706 Est. Oblig. to Provide Future Services-Bond 371065 Bonds-Swap Value Deferred Liab. Future svc. Cost 8000 16293339 83549630 83549630 -23633 -23633 83525997 81326671 81326671 -23633 -23633 81303038 Pt IV, Line 2b Custodial Requirement of Resident Funds. Pt XI, Line 4b Adjustment/Disposal of Fixed Assets from yearly Inventory Asset Review Pt XII, Line 4b Adjustment/Disposal of Fixed Assets from yearly Inventory Asset Review X true true X X X false true false false false false false false false REV KENNETH V DANIEL 459612 82000 38587 580199 MRS GLORIA HURWITZ 181182 15000 12365 208547 MR CHARLES MOONEY 326084 35000 48108 409192 JOHN K RENNER 267230 30000 45827 343057 SCOTT SLUTZ 119732 6397 52425 178554 MRS CHERYL L WICKERSHAM 150486 13000 40570 204056 MR KENNETH L YOUNG 238069 25000 42300 305369 MR DANIEL CANNONE 168867 18000 33776 220643 MS LAURA FARRELL 142375 8100 28401 178876 MS ELIZABETH LOCKE 116284 5582 13940 135806 MR TIMOTHY P HACKETT 126211 15000 11170 152381 MR GEORGE SCHAEFER 190964 15000 38147 244111 MR ROBERT WEISBRODT 170989 14000 26209 211198 Pt I Line 5b United Church Homes provides Country Club memberships for top executive staff. Pt I Line 4b United Church Homes provides in a 457(b) retirement/pension plan for centain designated individuals. A PNC Bank 221146430 000000000 2012-06-01 32048000 Refinance & Facility Purchase false false false A 12800000 2005 true false true true B 12048000 12048000 2015 true false true true C 15811000 101000 15710000 2015 true false true true D 4189000 4189000 2015 true false true true Pt VI, Line 4 EXPLANATION OF THE BOARD OF DIRECTORS DELEGATION OF BROADER AUTHORITY TO THE EXECUTIVE COMMITTEE: THE BYLAWS OF UNITED CHURCH HOMES BOARD OF DIRECTORS PROVIDED AS FOLLOWS: AN EXECUTIVE COMMITTEE WILL BE ESTABLISHED TO ACT IN AN INTERIM COMMITTEE CAPACITY FOR THE BOARD OF DIRECTORS. THE COMPOSITION OF THE EXECUTIVE COMMITTEE WILL BE DETERMINED BY THE BOARD OF DIRECTORS.PURSUANT TO A UNANIMOUS VOTE TO AMEND THE BYLAWS BY THE BOARD OF DIRECTORS, ARTICLE III (B) OF THE BYLAWS OF UNITED CHURCH HOMES' BOARD OF DIRECTORS WAS AMENDED EFFECTIVE IN 2012. THE AMENDMENT IS AS FOLLOWS: AN EXECUTIVE COMMITTEE WILL BE ESTABLISHED TO ACT IN AN INTERIM CAPACITY FOR THE BOARD OF DIRECTORS WITH THE AUTHORIZATION TO CARRY OUT THE FUNCTIONS OF THE BOARD AS PROVIDED IN ARTICLE I (A) (I-7) OF THE BYLAWS. THE COMPOSITION OF THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS AS PROVIDED IN ARTICLE II (A) OF THE BYLAWS, AND ONE (1) ADDITIONAL AT LARGE MEMBER OF THE BOARD AS APPOINTED BY THE TEN SERVING CHAIRPERSON OF THE BOARD OF DIRECTORS, AT HIS/HER DISCRETION. THE TERM OF THE AT LARGE MEMBER OF THE EXECUTIVE COMMITTEE SHALL BE DETERMINED BY THE THEN CURRENT CHAIRPERSON OF THE BOARD. Pt VI, Line 6 The organization has a Governing Board of Directors who are also members of the corporation. Pt VI, Line 7a The governing board must vote on the election of officers, in which majority rule applies. Pt VI, Line 11b The form 990 review process is as follows: The 990 is prepared by the management and is reviewed by the finance committee created by the board. Upon the completion of this review process, the form 990 is then submitted to the full Board of Directors for their information. Pt VI, Line 12c THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY AS FOLLOWS:THE PARENT ORGANIZATION, UNITED CHURCH HOMES, REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY AS FOLLOWS:1.THE ORGANIZATION'S CORPORATE BYLAWS REQUIRE THAT EACH OF THE BOARD OF DIRECTOR MEMBERS DISCLOSE ANNUALLY, IN WRITING, INTERESTS THAT COULD BE CONSTRUED AS A CONFLICT OF INTEREST.2.ON NOVEMBER 1, 1999, THE ORGANIZATION ADOPTED A CORPORATE COMPLIANCE POLICY AND PROGRAM APPLICABLE TO DIRECTORS, OFFICERS, KEY EMPLOYEES, AND ALL OTHER EMPLOYEES, WHICH IS INCLUSIVE OF A CONFLICT OF INTEREST POLICY. THE PURPOSE OF THE CORPORATE COMPLIANCE POLICY PROVIDES THAT THE ORGANIZATION IS COMMITTED TO CONDUCTING ITS BUSINESS ETHICALLY AND IN CONFORMANCE WITH ALL APPLICABLE LAWS, REGULATIONS, RULES AND STANDARDS. THE POLICY CONTAINS INTERNAL REQUIREMENTS RELATED TO GIFTS/GRATUITIES, OUTSIDE BUSINESS OR PROFESSIONAL INTERESTS, PERSONAL BELIEFS AND ABUSE OF THE EMPLOYEE OR VOLUNTEER RELATIONSHIP. THE POLICY IS ENFORCED AND MONITORED ON AN ONGOING BASIS VIA MANAGEMENT, SELF, OR CONFIDENTIAL THIRD PARTY DISCLOSURE VIA A SECURE HOTLINE.3.THE ORGANIZATION HAS ALSO ADOPTED AS PART OF ITS CORPORATE COMPLIANCE PROGRAM A STANDARDS OF CONDUCT. THE STANDARDS OF CONDUCT PROVIDE THAT THE ORGANIZATION'S STAFF MEMBERS, INDEPENDENT CONTRACTORS, VOLUNTEERS, AND BOARD MEMBERS ARE EXPECTED TO REFRAIN FROM AND AVOID CONFLICTS OR THE APPEARANCE OF CONFLICTS BETWEEN THEIR PRIVATE INTERESTS AND THOSE OF THE ORGANIZATION.4.ALTHOUGH MOST ALLEGATIONS OF MISCONDUCT ARE MOST APPROPRIATELY ADDRESSED BY THE CORPORATE COMPLIANCE OFFICER(CCO) OR HUMAN RESOURCES, OCCASIONALLY ISSUES ARISE THAT SHOULD BE ADDRESSED UNDER DIRECTION OF LEGAL COUNSEL. THIS POLICY PROVIDES GUIDANCE FOR THE COMPLIANCE OFFICE TO DETERMINE WHEN AND HOW ISSUES SHOULD BE TURNED OVER TO LEGAL COUNSEL. FURTHERMORE, IT PROVIDES GUIDANCE FOR BOTH THE COMPLIANCE OFFICE AND LEGAL COUNSEL TO CONDUCT COMPLIANCE INQUIRIES AND INVESTIGATIONS. FOR PURPOSES OF THIS POLICY, THE TERM LEGAL COUNSEL REFERS TO EITHER INSIDE OR OUTSIDE COUNSEL Other Effective October 31, 2016 United Church Homes acquired via a merger transaction Pilgrim Manor Inc., a MI not for profit, 501c3 entity. United Church Homes is the surviving entity of the merger. Pt VI, Line 15a UNITED CHURCH HOMES PARTICIPATES IN THE ANNUAL AAHSA-CEMO LEADERSHIP COMPENSATION SURVEY. THIS SURVEY A ANNUAL SURVEY OF MULTI-FACILITY PROVIDER ORGANIZATIONS SPONSORED BY THE AMERICAN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING KNOW AS AAHSA. THE DATABASE OF THIS SURVEY INCLUDES 125 ORGANIZATIONS REPRESENTING APPROXIMATELY 1,946 INDIVIDUALS. THE SURVEY REPORT INCLUDES DETAILED COMPENSATION AND BENEFITS DATA PLUS AN ANALYSIS OF ORGANIZATIONAL PERFORMANCE, PAY FOR PERFORMANCE PRACTICES, CEMO CEO SUCCESSION PROFILE, PAY PRACTICES IN PUBLIC COMPANIES AND OTHER SECTORS, TOTAL EXECUTIVE LABOR COSTS, AND THE IMPACT OF ORGANIZATIONAL GROWTH ON PAY. THE EXECUTIVE COMMITTEE OF THE BOD REQUESTS COPIES OF THE ANNUAL SURVEY REPORT TO CONSIDER IN SETTING THE COMPENSATION PACKAGE OF THE PRESIDENT & CEO. IN TURN, THE PRESIDENT & CEO NORMALLY RELIES ON THIS SAME SURVEY REPORT TO DETERMINE TO COMPENSATION PACKAGE OF THE VICE PRESIDENT POSITIONS. Pt XI Net Asset Reconciliation is as follows: Changes in net assets occurred from Capital Contributions to UCH's affiliated Projects, releases from endowments, investment expenses and changes in gift annuity net present value. Form 990, Part IX, Line 24e Raw Foods 2485522. 2485394. 0. 128. Form 990, Part IX, Line 24e Professional Fees 1791709. 1007391. 647286. 137032. Form 990, Part IX, Line 24e Repair/Maintenance 1597728. 1556468. 41260. 0. Form 990, Part IX, Line 24e Supplies 1472146. 1307420. 127843. 36883. Form 990, Part IX, Line 24e Bad Debts 1301951. 1301951. 0. 0. Form 990, Part IX, Line 24e Dues/License 937241. 546187. 356263. 34791. Form 990, Part IX, Line 24e Real Estate Tax 440317. 430751. 9566. 0. Form 990, Part IX, Line 24e Workers Compensation 327266. 291591. 35667. 8. Form 990, Part IX, Line 24e Physician Services 353289. 353289. 0. 0. Form 990, Part IX, Line 24e Non-Depreciative Equipment 283406. 246561. 36845. 0. Form 990, Part IX, Line 24e Temporary Employees 205692. 204695. 997. 0. Form 990, Part IX, Line 24e Non-Program Property 34282. 0. 34282. 0. Form 990, Part IX, Line 24e Unemployment Compensation 31371. 19948. 7623. 3800. Affiliates ListSee AttachedUCH Inc 170 East Center St Marion OH 43302 344429276 false false false false false false false false false false false false false false true true true true true Housing Administrate Personnel 1o 2049222 Recorded Salaries Assurance-Insurance Transfer 1s 517667 Recorded Amount Housing Facilities Owners Advance 1p 473197 Recorded Amount Housing Facilities Due to UCH 1r 1q 389165 Recorded Amount