2016-02-13T10:13:03-06:00 2015-09-30 560571159 BERNARD ROBINSON & COMPANY LLP PO BOX 19608 GREENSBORO NC 274199608 990 2014-10-01 566056582 UNITED CHURCH HOMES AND SERVICES UNIT 8284658006 100 LEONARD AVENUE NEWTON NC 28658 LEE SYRIA PRESIDENT/CEO 8284658006 2016-02-13 1 OLGA OGANESOV P01279668 3362944494 2016-02-12 2014 2016-08-17 19:52:53Z LEE SYRIA 100 LEONARD AVENUE NEWTON NC 28658 38943875 0 X WWW.UCHAS.ORG X 1961 NC A CHRISTIAN MINISTRY COMMITTED TO PROVIDING VIBRANT SENIOR LIVING OPPORTUNITIES, DIVERSE PROGRAMS OF OUTREACH, AND COMPASSIONATE HEALTHCARE SERVICES. 20 20 842 182 21805 -64430 828595 138504 31902209 33626892 3985578 2728525 2057159 2444374 38773541 38938295 207821 250622 0 0 20822764 20970293 0 0 0 16264080 17409389 37294665 38630304 1478876 307991 94846704 93210831 68363893 69933395 26482811 23277436 A CHRISTIAN MINISTRY COMMITTED TO PROVIDING VIBRANT SENIOR LIVING OPPORTUNITIES, DIVERSE PROGRAMS OF OUTREACH, AND COMPASSIONATE HEALTHCARE SERVICES. 0 0 32713797 250622 35627384 UNITED CHURCH HOMES AND SERVICES OWNS AND OPERATES CONTINUING CARE RETIREMENT COMMUNITIES IN NEWTON ("ABERNETHY LAURELS") AND THOMASVILLE ("PIEDMONT CROSSING"), NORTH CAROLINA, CONSISTING OF RESIDENTIAL LIVING UNITS, ASSISTED LIVING UNITS AND NURSING FACILITIES PROVIDING ADULT CARE AND INTERMEDIATE AND SKILLED NURSING CARE. 32713797 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 56 0 1 842 1 1 1 0 0 0 0 0 0 0 0 0 X 20 20 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X GARY SHULL 8284658006 100 LEONARD AVENUE NEWTON NC 28658 J RAY DEAL CHAIR 1.00 X X 0 0 0 LINDA J MORRIS VICE CHAIR 1.00 X X 0 0 0 MARK L BURNS SECRETARY 1.00 X X 0 0 0 ANTHONY J BRANCH TREASURER 1.00 X X 0 0 0 MARK W SIGMON MEMBER-AT-LARGE 1.00 X X 0 0 0 JEFFREY S GILLIAM PAST BOARD CHAIR 1.00 X X 0 0 0 GREGORY M ALCORN BOARD MEMBER 1.00 X 0 0 0 JAMES W BUCHANAN SR BOARD MEMBER 1.00 X 0 0 0 NAOMI Y EAST BOARD MEMBER 1.00 X 0 0 0 BRENDA C ECKARD BOARD MEMBER 1.00 X 0 0 0 PARKER D HOWELL III BOARD MEMBER 1.00 X 0 0 0 KATHIE JOHNSON BOARD MEMBER 1.00 X 0 0 0 JOAN K MARSH BOARD MEMBER 1.00 X 0 0 0 KELSEY MCCLEAVE BOARD MEMBER 1.00 X 0 0 0 RANDALL L ORWIG BOARD MEMBER 1.00 X 0 0 0 BRAD THIE BOARD MEMBER 1.00 X 0 0 0 RAY H WALKER BOARD MEMBER 1.00 X 0 0 0 HEATHER PAUL ADVISORY COUNCIL 1.00 X 0 0 0 RALPH L HOWELL JR ADVISORY COUNCIL 1.00 X 0 0 0 A DARRELL SLUDER JR ADVISORY COUNCIL 1.00 X 0 0 0 LEE B SYRIA PRESIDENT/CEO 40.00 X 226920 0 32000 GARY W SHULL VP - FINANCE 40.00 X 193090 0 29953 JOYCE B CLINE DIRECTOR OF DEVELOPMENT & 40.00 X 204174 0 18244 SCOTT A SHELDON MEDICAL DIRECTOR 40.00 X 197059 0 19257 ELIZABETH B WHITE MARKETING 40.00 X 166070 0 8572 AIMEE N REIMANN PACE/VP OF OPERATIONS 40.00 X 166131 0 21678 STEPHEN T PATERSON VP OF COMPLIANCE & EDUCATI 40.00 X 156358 0 24974 1309802 0 154678 16 0 1 0 SELECT REHABILITATION INC 550 FRONTAGE ROAD SUITE 2415 NORTHFIELD IL 60093 THERAPIES 1887789 DIVERSIFIED INVESTMENT ADVISORS PO BOX 13029 NEWARK NJ 07188 RETIREMENT SERVICES 1245249 ACS BENEFIT SERVICES INC PO BOX 2000 WINSTONSALEM NC 27102 HEALTH CARE ADMINISTRATOR 791841 NEIL MEDICAL GROUP 947 N MAIN STREET MOORESVILLE NC 28115 PHARMACY 704210 EGROUP HOLDINGS COMPANY LLC 782 WANDO PARK BLVD MT PLEASANT SC 29464 COMPUTER EQUIPMENT/MAINTENANCE AGREEMENT 422794 11 138504 138504 RESIDENT REVENUE 623000 32218140 32218140 HOME CARE 621610 1408752 1408752 33626892 2034695 2034695 691705 2125 0 0 691705 2125 693830 693830 5417 5580 -163 -163 MANAGEMENT FEE INCOME 541200 1503889 1503889 BUILDING LEASE REVENUE 623000 283250 283250 CHILD DAY CARE 624410 273776 273776 383622 213353 21805 148464 2444537 38938295 35627384 21805 3150602 250622 250622 423262 423262 16268215 13950301 2317914 481311 263925 217386 2586425 2251881 334544 1211080 1061879 149201 117918 117918 77410 77410 163159 163159 2421918 1789363 632555 183326 99849 83477 552098 335090 217008 2231236 2231236 94411 14480 79931 1287932 1287932 3560937 3560937 405222 405222 SUPPLIES 3328547 3306842 21705 FOOD 1321505 1321505 WORKMENS COMPENSATION 470709 470709 AMORTIZATION OF BONDS 298960 298960 894101 688995 205106 38630304 32713797 5916507 0 704537 480520 2408338 3536443 65946 52006 268244 369873 88866277 50538572 39861271 38327705 47304689 46423624 4233679 4020660 94846704 93210831 3404872 3974091 17003139 17169241 33510316 33766599 2642702 4661430 11802864 10362034 68363893 69933395 X 26482811 23277436 26482811 23277436 94846704 93210831 307991 -3513366 0 X 0 1 X 1 0 X 89150 79138 828595 138504 1135387 32320936 31907034 31086773 31909868 33632309 160856920 32320936 31996184 31165911 32738463 33770813 161992307 0 0 0 161992307 1447412 1461322 1581944 1507333 2034695 8032706 1447412 1461322 1581944 1507333 2034695 8032706 1377036 1230781 1311078 2027081 2422732 8368708 35145384 34688287 34058933 36272877 38228240 178393721 0.90810 0.91610 0.04500 0.04160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1395787 1395787 75420472 42556850 32863622 6578015 4770508 1807507 5472003 3211214 2260789 38327705 LONG-TERM REFUNDS PAYABLE 8657372 RESIDENT PERSONAL FUNDS LIABILITY 42811 REFUNDS PAYABLE 745263 ADVANCE DEPOSITS 288400 RESIDENT ESCROWS 343840 OTHER PAYABLES 284348 10362034 X PART X, LINE 2: IT IS THE ORGANIZATION'S POLICY TO EVALUATE ALL TAX POSITIONS TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A "MORE-LIKELY-THAN-NOT" THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN AND WHAT, IF ANY, THE EFFECT OF THE UNCERTAIN TAX POSITION MAY HAVE ON THE FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR 2015 AND 2014. 1 BENEVOLENT ASSISTANCE FOR RESIDENTS WHO ARE UNABLE TO PAY FOR CONTINUING CARE AT THE RESIDENTIAL FACILITIES OPERATED BY UNITED CHURCH HOMES AND SERVICES. EIGHT PRIMARY RESIDENTS RECEIVED BENEVOLENT FUNDS, AND MANY RESIDENTS RECEIVED BLOCK GRANTS. BLOCK GRANTS ARE ASSISTANCE PROVIDED TO MULTIPLE RESIDENTS IN NEED. 8 250622 PART I, LINE 2: THE BENEVOLENT ASSISTANCE FUNDS ARE MANAGED BY THE ORGANIZATION'S FINANCE PERSONNEL TO COVER THE EXPENSES OF INDIGENT RESIDENTS. THE ASSISTANCE IS DISBURSED ON AN AS NEEDED CASE BY CASE BASIS. X X X X X 0 0 0 0 0 0 0 0 0 LEE B SYRIA PRESIDENT/CEO 226920 0 0 0 0 0 30674 0 1326 0 258920 0 0 0 GARY W SHULL VP - FINANCE 193090 0 0 0 0 0 28829 0 1124 0 223043 0 0 0 JOYCE B CLINE DIRECTOR OF DEVELOPMENT & 204174 0 0 0 0 0 17620 0 624 0 222418 0 0 0 SCOTT A SHELDON MEDICAL DIRECTOR 197059 0 0 0 0 0 18242 0 1015 0 216316 0 0 0 ELIZABETH B WHITE MARKETING 166070 0 0 0 0 0 8572 0 0 0 174642 0 0 0 AIMEE N REIMANN PACE/VP OF OPERATIONS 166131 0 0 0 0 0 20697 0 981 0 187809 0 0 0 STEPHEN T PATERSON VP OF COMPLIANCE & EDUCATI 156358 0 0 0 0 0 24040 0 934 0 181332 0 0 0 A NC MEDICAL CARE COMMISSION 521309402 65820YEH5 2005-04-21 18723911 TO REFUND PRIOR ISSUE OF BONDS AND TO FINANCE EXPANSION PROJECTS. 0 0 0 B NC MEDICAL CARE COMMISSION 521309402 2010-12-21 23225000 TO REFUND PRIOR ISSUE OF BONDS AND FINANCE RENOVATIONS AT PIEDMONT CROSSING. 0 0 0 C NC MEDICAL CARE COMMISSION 521309402 65820YLD6 2015-04-08 23293353 TO REFUND THE 2010 BOND ISSUE. 0 0 0 A 7905000 18723911 16841213 374478 1503242 4978 2007 1 0 1 1 B 23225000 23225000 15155101 353708 7716191 2012 1 0 1 1 C 150000 23293353 1261826 21565660 465867 2012 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 B 0 0 0 0 1 0 0 0 0 C 0 0 0 0 0 0 0 0 1 A 0 B 0 C 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION MADE CHANGES TO THE BYLAWS CONCERNING THE NUMBER AND MANNER OF ELECTING BOARD MEMBERS, BOARD MEMBER TERMS, OFFICER TITLES, TREASURER DUTIES, CONTRACTS, AND THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY THE BOARD'S FINANCE COMMITTEE BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND EMPLOYEES OF THE ORGANIZATION HAVE AN OBLIGATION TO CONDUCT BUSINESS WITHIN GUIDELINES THAT PROHIBIT ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. ALL EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO EVALUATE COMPLIANCE WITH CONFLICT OF INTEREST POLICY ANNUALLY AND DISCLOSE ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT IS DETERMINED BY THE BOARD'S EXECUTIVE COMMITTEE. THE PROCESS FOR DETERMINING COMPENSATION INCLUDES THE USE OF AN INDEPENDENT CONSULTANT, SALARY SURVEYS OF SIMILAR ORGANIZATIONS ACROSS THE COUNTRY AS WELL AS THE USE OF COMPARABILITY DATA. COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS SUGGESTED BY THE CEO AND APPROVED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE KEPT ON FILE AT THE ADMINISTRATION OFFICE AND ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. 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