2016-08-15T06:20:32-07:00 2015-12-31 990 2015-01-01 344429276 United Church Homes Inc UNIT 7403824885 PO Box 1806 Marion OH 433011806 JOHN K RENNER SR. VP OF FINANCE AND BUS. STRATEGY 7403824885 2016-05-02 2015 2016-12-15 16:53:06Z Rev Daniel PO Box 1806 Marion OH 43302 78455158 false X www.unitedchurchhomes.org X 1920 OH See Page 2, Part III, Question 4a 20 19 1705 673 328161 2096164 3416591 62765906 68752180 2249730 2330530 3661535 67111800 78160836 0 0 31725058 35448124 0 868330 30162718 35855677 61887776 71303801 5224024 6857035 104019059 136031546 27632089 56763624 76386970 79267922 See Page 2, Part III, Question 4a false false 64727847 72861148 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. SEE ATTACHED SCHEDULE O FOR ORGANIZATION'S MISSION. 1580078 1554936 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. 447970 328161 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.. 66755895 true true false false false false false false true true true true 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 122 0 false 1705 true true true false false false false true true false false false false false false false false false X 20 19 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 DANIEL L BUSCH Director 1.00 X 0 0 0 REV JOHN CRAMTON Director 1.00 X 0 0 0 MRS LINDA P DITZLER Director 1.00 X 0 0 0 MRS SUZANNE S ELLIS Director 1.00 X 0 0 0 REV R PHILIP HART Director 1.00 X 0 0 0 REV CATHERINE LAWRENCE 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 V SCHWAB Director 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 REV C EDWARD WEISHEIMER Director 1.00 X 0 0 0 MR THOMAS A BROWNFIELD Director, Treasurer, Exec. Committee 2 X X MS CATHERINE GREEN Vice Chair-Executive Committee 2 X X MR JAMES L HENRY Chair-Executive Committee 2 X X MR PHILIP MALLOTT Director, Executive Committee 2 X X MRS SUSAN B SHEIDLER Secretary, Exec. Chair 2 X X REV KENNETH V DANIEL President/CEO 40 X X 436392 37080 MR TIMOTHY P HACKETT Vice President 40 X 166293 22218 MRS GLORIA HURWITZ Vice President 40 X 156562 10003 MR CHARLES MOONEY Senior Vice President 40 X X 271156 27155 JOHN K RENNER Senior Vice President 40 X 247791 25752 MR GEORGE SCHAEFER Vice President 40 X 166708 32558 2529474 269754 true true false Thomas & Marker Construction 2011 Riverside Dr Columbus OH 43221 Rehabilitation 4119804 Heritge Healthcare 536 Old Howell Rd Greenville SC 29615 Construction 3736670 Omnicare Inc 100 East RiverCenter Blvd Covington KY 41011 Pharmaceutical Services 1310450 Seneca Medical Inc 85 Shaffer Park Dr Tiffin OH 44883 Medical Products 1093373 Direct Supply 6767 North Industrial Rd Milwaukee WI 53223 Supplies 412591 5 23594 3392997 3416591 Resident Services 623000 66055130 HSG Management Fees 623000 1883097 328161 UCH Assurance 623000 410000 UCHM Management Fees 623000 226524 Misc. Service Revenue 623000 63697 113732 68752180 2624852 294322 -294322 -294322 -294322 23594 Bargain Purchase Gain 623000 3661535 3661535 3661535 78160836 74416084 328161 3120677 737100 2227015 156562 29540002 26965456 2376013 198533 315515 244250 58315 12950 219666 130772 77470 11424 2252264 1942040 282448 27776 201953 194121 7832 0 101037 65309 25831 9897 200333 0 200333 0 709293 482738 220478 6077 413666 169280 173228 71158 2458163 2327265 128486 2412 594058 130563 415470 48025 128504 51841 59753 16910 662574 557838 104736 0 0 4630672 -4791628 160956 4343636 4060597 282010 1029 987241 739349 247892 0 Medical Insurance 4683514 4237998 416538 28978 Ancillary Labor 4334190 4334190 0 0 Bed Tax 3044529 3044529 0 0 Ancillary Supplies 3242268 3242268 0 0 9750718 8467719 1167356 115643 71303801 66755895 3679576 868330 6000 6700 9691589 9803795 233311 182708 5880852 8943438 98098 100443 1307341 702316 124096131 61101839 34442106 62994292 30870804 30442856 1500000 1500000 16216739 15343963 120812 512480 3651407 5498555 104019059 136031546 7858477 11534070 862647 1287365 13022299 27075009 130986 142687 3855413 5757680 12869080 27632089 56763624 X 60835557 64357407 8241769 9473278 7309644 5437237 76386970 79267922 104019059 136031546 X 6857035 -1962844 -432655 -1580584 X false true X true true true X 0 0 0 769615 795996 5772232 2096164 3416591 12850598 60751513 59438047 59533988 62208819 68246590 310178957 61521128 60234043 65306220 64304983 71663181 323029555 323029555 542400 825572 1160570 2298177 2624852 7451571 337561 351211 389698 407984 328161 1814615 879961 1176783 1550268 2706161 2953013 9266186 331493 123985 140453 149103 3838964 4583998 336879739 0.95890 0.95630 0.02750 0.02370 X Pt III Ln 12 Other Income Part III, Line 12 Description: Gain of Capital Assets/Misc Rev. 2011: 178561. 2012: 0. 2013: 0. 2014: 0. Description: Bargain Purchase Gain 2011: 0. 2012: 0. 2013: 0. 2014: 0. 2015: 3661535. Description: Chapel Offerings 2011: 0. 2012: 0. 2013: 0. 2014: 27728. 2015: 15507. Description: Guest Meals 2011: 12756. 2012: 12605. 2013: 10723. 2014: 6820. 2015: 26451. Description: Guest Rooms 2011: 24502. 2012: 11626. 2013: 16902. 2014: 4393. 2015: 14999. Description: Misc Office Income 2011: 37899. 2012: 12981. 2013: 0. 2014: 0. 2015: 63697. Description: Carport Rental 2011: 11914. 2012: 12118. 2013: 10197. 2014: 9002. 2015: 14799. Description: Damages & Cleaning Fees 2011: 22808. 2012: 21350. 2013: 23350. 2014: 22313. 2015: 11500. Description: Television Services 2011: 6415. 2012: 4158. 2013: 2466. Description: Misc Telephone 2011: 1288. 2012: 579. 2013: -68. 2014: -1313. Description: Hospitality Service 2011: -12. 2012: 5. 2013: 2910. 2014: 10943. 2015: 8858. Description: Gift Shop Rev 2011: 7522. 2012: 8217. 2013: 5497. 2014: 4429. Description: Consulting Rev 2011: 6323. 2012: 7768. 2013: 11297. 2014: 13946. Description: Misc. Other 2011: 4196. 2012: 19870. 2013: 18845. 2014: 19217. Description: Beauty & Barber 2011: 5139. 2012: 4276. 2013: 4879. 2014: 6270. 2015: 8945. Description: Vending Machine 2011: 4809. 2012: 3237. 2013: 3182. 2014: 3028. Description: Ice Cream Parlor 2011: 3710. 2012: 2913. 2013: 28330. 2014: 20744. 2015: 12673. Description: Catering Rev 2011: 2859. 2012: 1070. 2013: 1713. 2014: 1543. Description: Concierge Service 2011: 429. 2012: 1129. 2013: 230. 2014: 40. Description: Transportation Service 2011: 375. 2012: 83. 2013: 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true 15864062 2787313 -1121375 2106850 15423150 15850004 1906127 143966 2036035 15864062 10473687 5801305 227499 652487 15850004 9456950 962216 173486 118965 10473687 8639021 1195435 -102813 274693 9456950 false false false 3924743 3924743 89275878 43398546 45877332 500979 216992 283987 25597780 17486301 8111479 4796751 4796751 62994292 Donor Restricted Assets 9606039 F Donor Restricted Endowments 5041225 F Donor Restricted Trust 696699 F 15343963 Land Held for Future Development 515994 Operating Rights 2010013 Receivables from Affiliates 601518 Resident Escrow 425760 Pooled Income Funds 205815 Donor Restricted Funds 250449 Other Assets 335594 Workers Compensation Cliam 1153412 5498555 Refundable Entrance Fees 11309164 Long-Term Gift Annuity & Other 783667 Est. Oblig. to Provide Future Services-Bond 335594 Bonds-Swap Value 432655 Deferred Liab. Future svc. Cost 8000 12869080 78455158 78455158 -294322 -294322 78160836 71009479 71009479 294322 294322 71303801 Pt IV, Line 2b Custodial Requirement of Resident Funds. Pt XI, Line 4b Adjustment/Disposal of Fixed Assets from yearly Inventory Asset Review and demolition of discontinued projects. Pt XII, Line 4b Adjustment/Disposal of Fixed Assets from yearly Inventory Asset Review and demolition of discontinued projects. X true true X X X false true false false false false false false false REV KENNETH V DANIEL 370390 66003 86320 16760 539473 MR TIMOTHY P HACKETT 166293 12837 9380 188510 MRS GLORIA HURWITZ 156562 883 9120 166565 MR CHARLES MOONEY 271156 13695 13460 298311 JOHN K RENNER 247791 14084 11668 273543 MR GEORGE SCHAEFER 166708 23156 9402 199266 MR ROB WEISBRODT 146061 12246 11925 170232 MRS CHERYL L WICKERSHAM 131797 8745 13621 154163 MR KENNETH L YOUNG 200941 10981 11987 223909 MS LAURA FARRELL 137100 2784 12222 152106 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 false true true Pt VI, Line 1a 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 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 Repair/Maintenance 1286856. 1221023. 64606. 1227. Form 990, Part IX, Line 24e Raw Foods 2177662. 2174395. 0. 3267. Form 990, Part IX, Line 24e Supplies 1449137. 1243999. 168241. 36897. Form 990, Part IX, Line 24e Bad Debts 1131748. 1098173. 33575. 0. Form 990, Part IX, Line 24e Professional Fees 1075005. 677848. 352698. 44459. Form 990, Part IX, Line 24e Dues/License 837837. 469590. 339045. 29202. Form 990, Part IX, Line 24e Workers Compensation 472700. 384553. 88118. 29. Form 990, Part IX, Line 24e Non-Depreciative Equipment 288187. 230661. 56964. 562. Form 990, Part IX, Line 24e Physician Services 330419. 330419. 0. 0. Form 990, Part IX, Line 24e Real Estate Tax 323056. 314153. 8903. 0. Form 990, Part IX, Line 24e Non-Program Property 55206. 0. 55206. 0. Form 990, Part IX, Line 24e Temporary Employees 322905. 322905. 0. 0. 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 false true false Housing Administrate Personnel 1o 2086950 Recorded Salaries Housing Facilities Owners Advance 1p 576677 Recorded Amount Housing Facilities Due to UCH 1r 463773 Recorded Amount