UNITED METHODIST MANOR OF THE PEE DEE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNITED METHODIST MANOR OF THE PEE DEE (EIN 57-0762944)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-08-15
- IRS object ID
- 201712279349302421
- 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 | 2017-08-15T12:18:10-05:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570776381 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEBSTERROGERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 SECOND LOOP ROAD | AddressLine1Txt |
| City | FLORENCE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570762944 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED METHODIST MANOR OF THE PEE DEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 8436699008 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 TWIN CHURCH ROAD | AddressLine1Txt |
| City | FLORENCE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERESSA L TABOR | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8436699008 | PhoneNum |
| Signature | 2017-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHARON C NORRIS CPA | PreparerPersonNm |
| PTIN | P00106174 | PTIN |
| Phone | 8436655900 | PhoneNum |
| 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 | JOHN ORR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 TWIN CHURCH ROAD | AddressLine1Txt |
| City | FLORENCE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,133,850 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT AND MAINTAIN A RETIREMENT COMMUNITY FOR SENIORS | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 254 | TotalEmployeeCnt |
| Total Volunteers | 97 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $132,286 | PYContributionsGrantsAmt |
| CY Contributions Grants | $145,112 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,186,868 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,513,036 | CYProgramServiceRevenueAmt |
| PY Investment Income | $365,074 | PYInvestmentIncomeAmt |
| CY Investment Income | $174,300 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $9,684,228 | PYTotalRevenueAmt |
| CY Total Revenue | $9,832,448 | 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 | $3,839,398 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,919,839 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $50 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,730,723 | PYOtherExpensesAmt |
| CY Other Expenses | $5,561,443 | CYOtherExpensesAmt |
| PY Total Expenses | $9,570,121 | PYTotalExpensesAmt |
| CY Total Expenses | $9,481,282 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $114,107 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $351,166 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,510,262 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,609,420 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,391,400 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,893,780 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$881,138 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$284,360 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SUPPORT AND MAINTAIN A RETIREMENT COMMUNITY FOR THE SENIORS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,830,998 | ExpenseAmt |
| Revenue | $9,513,036 | RevenueAmt |
| Desc | TO ESTABLISH, SUPPORT, MAINTAIN, AND OPERATE, ON A NON-PROFIT BASIS, A RETIREMENT CENTER FOR THE ELDERLY, TOGETHER WITH RELATED SERVICES. | Desc |
| Total Program Service Expenses | $7,830,998 | 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 | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 254 | 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERESSA L TABOR EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8436640700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 TWIN CHURCH ROAD | AddressLine1Txt |
| City | FLORENCE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29501 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN D ORR | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN W HIPP | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY W RODEFFER | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| W GORDON TIMMONS | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT B CLEMONS | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JACK WASHINGTON | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LAURENCE MCINTOSH | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ART JUSTICE | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARVIN OWEN | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANN WANSLEY | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JANE MILEY | ||||||
| EX-OFFICIO | 0.00 | Yes (X) | $0 | $0 | $0 | |
| J RENE JOSEY | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| REV MARTY NASON | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DERRICK CATTENHEAD | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROSA CHERRY | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KENNEDY BREEDEN | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBIN AIKEN | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TERESSA L TABOR | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $122,317 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $122,317 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | 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 |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RETIREMENT LIVING ASSOCIATES INC | |||||
| 2304 WESVILL COURT SUITE 310 | RALEIGH | NC | 27607 | MANAGEMENT & BOOKKEEPING | $489,245 |
| STEVE WELCH - WELCH'S QUALITY BUILD | |||||
| 1675 DILES BAY ROAD | TURBEVILLE | SC | 29162 | CONSTRUCTION | $125,155 |
| STEVEN BUTLER -SOUTHEASTERN LAWN CA | |||||
| 1081 GEORGEANNA LANE | DARLINGTON | SC | 29532 | LAWN CARE | $101,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $145,112 | AllOtherContributionsAmt |
| Total Contributions | $145,112 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETIREMENT CENTER FOR THE ELDERLY | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,513,036 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,513,036 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,513,036 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $132,618 | TotalRevenueColumnAmt |
| Exclusion | $132,618 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,343,084 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,301,402 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,682 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,682 | TotalRevenueColumnAmt |
| Exclusion | $41,682 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,832,448 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,513,036 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $174,300 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,586,832 | TotalAmt |
| Program Services | $3,216,087 | ProgramServicesAmt |
| Management And General | $370,745 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,820 | TotalAmt |
| Program Services | $27,900 | ProgramServicesAmt |
| Management And General | $6,920 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,342 | TotalAmt |
| Program Services | $14,359 | ProgramServicesAmt |
| Management And General | $15,983 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,845 | TotalAmt |
| Program Services | $239,606 | ProgramServicesAmt |
| Management And General | $28,239 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,026 | TotalAmt |
| Management And General | $15,026 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,384 | TotalAmt |
| Management And General | $103,384 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,028 | TotalAmt |
| Program Services | $14,028 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,240 | TotalAmt |
| Program Services | $995 | ProgramServicesAmt |
| Management And General | $109,245 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,371 | TotalAmt |
| Program Services | $233,569 | ProgramServicesAmt |
| Management And General | $18,802 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,828 | TotalAmt |
| Management And General | $5,828 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $582,511 | TotalAmt |
| Program Services | $494,004 | ProgramServicesAmt |
| Management And General | $88,507 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,767 | TotalAmt |
| Program Services | $16,481 | ProgramServicesAmt |
| Management And General | $7,286 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,392 | TotalAmt |
| Program Services | $538 | ProgramServicesAmt |
| Management And General | $1,854 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,215 | TotalAmt |
| Program Services | $294,215 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,459,389 | TotalAmt |
| Program Services | $1,459,389 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $731,338 | TotalAmt |
| Program Services | $511,981 | ProgramServicesAmt |
| Management And General | $219,357 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD | $672,183 | $672,317 | -$134 |
| MANAGEMENT FEES AND EXP | $493,698 | $493,698 | |
| EQUIPMENT RENTAL/MAINTE | $384,484 | $383,248 | $1,236 |
| CONTRACT LABOR | $101,915 | $101,915 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,674 | TotalAmt |
| Program Services | $150,366 | ProgramServicesAmt |
| Management And General | $164,258 | ManagementAndGeneralAmt |
| Fundraising | $50 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,481,282 | TotalAmt |
| Program Services | $7,830,998 | ProgramServicesAmt |
| Management And General | $1,650,234 | ManagementAndGeneralAmt |
| Fundraising | $50 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $937,768 | BOYAmt |
| EOY | $1,431,940 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,610,525 | BOYAmt |
| EOY | $4,750,971 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,547 | BOYAmt |
| EOY | $5,576 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,454 | BOYAmt |
| EOY | $2,277 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $44,983,522 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,718,296 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,580,039 | BOYAmt |
| EOY | $25,265,226 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $274,070 | BOYAmt |
| EOY | $130,382 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,859 | BOYAmt |
| EOY | $23,048 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,510,262 | BOYAmt |
| EOY | $31,609,420 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,334 | BOYAmt |
| EOY | $140,340 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,483,916 | BOYAmt |
| EOY | $22,211,307 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,736,150 | BOYAmt |
| EOY | $9,542,133 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,391,400 | BOYAmt |
| EOY | $31,893,780 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,413,176 | BOYAmt |
| EOY | -$891,163 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $532,038 | BOYAmt |
| EOY | $606,803 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$881,138 | BOYAmt |
| EOY | -$284,360 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,510,262 | BOYAmt |
| EOY | $31,609,420 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $351,166 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $245,612 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $83,487 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $110,959 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,791 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $132,286 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $145,112 | CurrentTaxYearAmt |
| Total | $569,635 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,761,962 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,937,661 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,042,978 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,186,868 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,513,036 | CurrentTaxYearAmt |
| Total | $43,442,505 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,845,449 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,048,620 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,140,769 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,319,154 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,658,148 | CurrentTaxYearAmt |
| Total | $44,012,140 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $23,486 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,000 | CurrentTaxYearAmt |
| Total | $53,486 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $23,486 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,000 | CurrentTaxYearAmt |
| Total | $53,486 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $43,958,654 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,417 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $115,146 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $148,002 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $132,618 | CurrentTaxYearAmt |
| Total | $509,095 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,417 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $115,146 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $148,002 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $132,618 | CurrentTaxYearAmt |
| Total | $509,095 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,894,866 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,112,532 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,255,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,467,156 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,790,766 | CurrentTaxYearAmt |
| Total | $44,521,235 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98740 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98960 | PublicSupportPY509Pct |
| Investment Income CY | 0.01140 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00940 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $278,200 | OtherCostOrOtherBasisAmt |
| Book Value | $278,200 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,705,322 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,718,296 | DepreciationAmt |
| Book Value | $24,987,026 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,265,226 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST PAYABLE | $46,111 |
| RESIDENT SECURITY DEPOSITS | $7,637,078 |
| ACCURED PAYROLL AND OTHER EXPENSES | $291,245 |
| RETAINAGE PAYABLE | $1,126,855 |
| ACCRUED CONSTRUCTION IN PROGRESS | $440,844 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,542,133 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,078,060 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $245,612 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $245,612 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,832,448 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,832,448 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,481,282 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,481,282 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,481,282 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION DISCLOSES THE EXPECTED FUTURE TAX CONSEQUENCES OF UNCERTAIN TAX POSITIONS PRESUMING THE TAXING AUTHORITIES' FULL KNOWLEDGE OF THE FACTS OF THE ORGANIZATION'S POSITION AND RECORDS UNRECOGNIZED TAX BENEFITS OR LIABILITIES FOR KNOWN OR ANTICIPATED TAX ISSUES BASED ON THE ORGANIZATION'S ANALYSIS OF WHETHER ADDITIONAL TAXES WOULD BE DUE TO THE AUTHORITY GIVEN THEIR FULL KNOWLEDGE OF THE TAX POSITION. THE ORGANIZATION HAS COMPLETED ITS ASSESSMENT AND DETERMINED THAT THERE WERE NO TAX POSITIONS WHICH WOULD REQUIRE RECOGNITION UNDER THE INTERPRETATION. |
| SCH D, PART XI LINE 2A: | UNREALIZED GAINS OF $245,612 WERE INCLUDED IN THE AUDITED FINANCIAL REPORTS FOR THE UNITED METHODIST MANOR OF THE PEE DEE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE UNITED METHODIST MANOR OF THE PEE DEE DELEGATED CONTROL OVER THE MANAGEMENT DUTIES TO RETIREMENT LIVING ASSOCIATES, INC. THE EXECUTIVE DIRECTOR(S) IS A PAID EMPLOYEE OF THE MANAGEMENT COMPANY. |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION AMOUNT PAID TO THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE UNITED METHODIST MANOR OF THE PEE DEE'S BOARD OF DIRECTORS AND THE MANAGEMENT COMPANY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNITED METHODIST MANOR OF THE PEE DEE HONORS THE REQUIREMENTS OF THE LAWS GOVERNING REQUESTS FOR SUCH DOCUMENTS FROM THE PUBLIC AND FEDERAL AND STATE AGENCIES. |
| FORM 990, PART VII, SECTION 2C | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT FOR UNITED METHODIST MANOR OF THE PEE DEE. |
| FORM 990, PART VII, SECTION A | TERESSA L. TABOR, THE EXECUTIVE DIRECTOR FOR UNITED METHODIST MANOR OF THE PEE DEE (UMMPD), IS CONTRACTED THROUGH RETIREMENT LIVING ASSOCIATES INC. (RLA) AND IS CONSIDERED AN EMPLOYEE OF (RLA). (UMMPD) PAYS (RLA) FOR MANAGEMENT AND BOOKKEEPING SERVICES WHICH INCLUDES EXECUTIVE DIRECTOR FEES. FOR FISCAL YEAR 9/30/2016, (UMMPD) PAID $143,698 IN EXECUTIVE DIRECTOR'S FEES TO (RLA) AND TERESSA L. TABOR RECEIVED $122,317 IN SALARY SHOWN ON HER 2015 W-2 ISSUED FROM (RLA). |
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